Loyalty Program Toolkit

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Be accountable for planning and organizing skills effectively uses the time available to complete work tasks and activities that lead to the achievement of expected work objectives (as results or outputs).

More Uses of the Loyalty Program Toolkit:

  • Ensure you standardize; lead risk based audits effectively, developing risk and control matrices and effectively executing audits that are completed on time and on budget.

  • Oversee the customer analysis and recommend programs to improve sales and increases Customer Retention and sales.

  • Control: Loyalty Programs identifying high value Customer Segments and designing programs to attract, delight, and build loyalty.

  • Become the go to expert in existing Customer Data and stories to help create effective marketing assets.

  • Manage work with the Marketing and Education teams to develop and ensure consistency in messaging, copy, and education points in supporting customers.

  • Warrant that your venture maintains awareness and compliance in operational procedures and organization policies.

  • Confirm your strategy ensures product levels are maintained and key out of stocks are communicated regularly.

  • Direct: new Marketing Technologies proactively identify and evaluate emerging Marketing Technologies.

  • Become a innovative mindset generates and delivers become a Innovative Solutions in work situations.

  • Initiate: consistently maintain repair and maintenance standards to meet Health And Safety guidelines for employees and customers.

  • Manage work with Data Science Team to develop strategies that increase Lifetime Value and Customer Loyalty; explore Loyalty Programs to reinforce strategy.

  • Confirm your enterprise produces report demonstrating campaign performance and impacts on Member Engagement with program with analysis and insights into future programs.

  • Facilitate coordination of requirements and content assets across various stakeholders to ensure accurate delivery against calendar timelines.

  • Recognize potential theft/loss situations and provide personal Customer Service to deter theft.

  • Ensure you relay; stand up creative Customer Retention and Loyalty Programs, leveraging tech, organic sharing, and potentially third party solutions.

  • Ensure you accomplish; build, launch, and own a Loyalty Program (future looking) to reward and retain your highest value and most loyal customers, focused on participation and upward migration.

  • Be accountable for Marketing Performance measure and report performance of all Marketing Campaigns and assess against goals (ROI and kpis).

  • Ensure your business demonstrates awareness and urgency to achieve hourly goals, setting micro goals to impact.

  • Make sure that your business participates to support an environment where all employees are treated fairly and respectfully.

  • Warrant that your enterprise possess extensive Project Management skills; running from inception to post event reporting (running in conjunction with Marketing Operations team).

  • Make sure that your organization maintains relevant product knowledge and stays current on new product introductions, collections, and third party products.

  • Identify: partner with management to improve effective identify risks and improve the Control Environment.

  • Support administration of the Customer Loyalty Program and lead its growth and development.

  • Establish that your venture creates and maintains an environment where all employees are treated fairly and respectfully.

  • Drive Brand Loyalty through being knowledgeable about all Loyalty Programs and consistently informing customers of each program.

  • Orchestrate: partner with marketing to create campaigns that drive demand and program participation among new and existing customers.

  • Initiate: own and report out on Loyalty Program and customer health kpis; build and maintain program performance dashboards using Visualization Tools.

  • Calculate total payments received during a time period, and reconcile this with total sales.

  • Ensure you create; lead projects that involve cross functional coordination to provide integrated products/services/ solutions.

  • Develop: work Cross Functionally to develop, manage, and optimize a Customer Loyalty Program.


Save time, empower your teams and effectively upgrade your processes with access to this practical Loyalty Program Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Loyalty Program related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Loyalty Program specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Loyalty Program Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Loyalty Program improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Whose voice (department, ethnic group, women, older workers, etc) might you have missed hearing from in your company, and how might you amplify this voice to create positive momentum for your business?

  2. Is a Loyalty Program breakthrough on the horizon?

  3. Which costs should be taken into account?

  4. Where can you break convention?

  5. How do you know that any Loyalty Program Analysis is complete and comprehensive?

  6. How do you control the overall costs of your work processes?

  7. What are you verifying?

  8. Where do you need to exercise leadership?

  9. What kind of crime could a potential new hire have committed that would not only not disqualify him/her from being hired by your organization, but would actually indicate that he/she might be a particularly good fit?

  10. What are your Loyalty Program processes?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Loyalty Program book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Loyalty Program self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Loyalty Program Self-Assessment and Scorecard you will develop a clear picture of which Loyalty Program areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Loyalty Program Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Loyalty Program projects with the 62 implementation resources:

  • 62 step-by-step Loyalty Program Project Management Form Templates covering over 1500 Loyalty Program project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Loyalty Program project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Loyalty Program Project Team have enough people to execute the Loyalty Program Project Plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Loyalty Program Project Plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Loyalty Program Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Loyalty Program project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Loyalty Program project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Loyalty Program project with this in-depth Loyalty Program Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Loyalty Program projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based Best Practice strategies aligned with overall goals
  • Integrate recent advances in Loyalty Program and put Process Design strategies into practice according to Best Practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Loyalty Program investments work better.

This Loyalty Program All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.