Loyalty Program Toolkit

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 990 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 990 standard requirements:


1. Does a loyalty program tie coherently into the overall brand identity, brand strategy, marketing programs, alternative media, and customer relationships of the franchise system?
   
   

2. What about helping customers make the most out of the purchases, tap into loyalty programs and customer communities, and build a relationship with your brand beyond buy buy buy?
   
   

3. How might you embed elements of exclusivity in a way that is aligned to your brand, enhances the emotional value proposition of the program, and helps your members feel valued?
   
   

4. Will your potential partner work with you on loyalty strategy, stakeholder alignment, and program construct to develop a program that is custom tailored to your brand?
   
   

5. Are there any technological innovations that you think hold particular promise in addressing climate change, and which should be encouraged by policy makers?
   
   

6. What are the best practices to help ensure that your organization gets the most out of its customer satisfaction and customer loyalty programs?
   
   

7. Which incentives are the most effective, and should organizations offer costly rewards to increase the attractiveness of the loyalty programs?
   
   

8. What scope is there to select customers for loyalty, through either selective acquisition or selective development of existing customers?
   
   

9. Can the franchise system effectively install and administer the program at reasonable cost and without undue devotion of resources?
   
   

10. Do something else who are competitive advantage to your privacy and customer loyalty rather than any particular operator model?
    
    


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 990 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. Initiating Process Group: Which six sigma dmaic phase focuses on why and how defects and errors occur?
   
   

2. Schedule Management Plan: Is a pmo (Loyalty Program project management office) in place and provide oversight to the Loyalty Program project?
   
   

3. Cost Management Plan: Contractors scope – how will contractors scope be defined when contracts are let?
   
   

4. Lessons Learned: How much flexibility is there in the funding (e.g., what authorities does the program manager have to change to the specifics of the funding within the overall funding ceiling)?
   
   

5. Quality Audit: How does the organization know that its system for maintaining and advancing the capabilities of its staff, particularly in relation to the Mission of the organization, is appropriately effective and constructive?
   
   

6. Assumption and Constraint Log: Does a documented Loyalty Program project organizational policy & plan (i.e. governance model) exist?
   
   

7. Procurement Audit: Are cases of double payment duly prevented and corrected?
   
   

8. Cost Baseline: Should a more thorough impact analysis be conducted?
   
   

9. Scope Management Plan: Are adequate resources provided for the quality assurance function?
   
   

10. Cost Management Plan: Are milestone deliverables effectively tracked and compared to Loyalty Program project plan?


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

1.0 Initiating Process Group:


• 1.1 Loyalty Program project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Loyalty Program project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Loyalty Program project Scope Statement

• 2.7 Assumption and Constraint Log

• 2.8 Work Breakdown Structure

• 2.9 WBS Dictionary

• 2.10 Schedule Management Plan

• 2.11 Activity List

• 2.12 Activity Attributes

• 2.13 Milestone List

• 2.14 Network Diagram

• 2.15 Activity Resource Requirements

• 2.16 Resource Breakdown Structure

• 2.17 Activity Duration Estimates

• 2.18 Duration Estimating Worksheet

• 2.19 Loyalty Program project Schedule

• 2.20 Cost Management Plan

• 2.21 Activity Cost Estimates

• 2.22 Cost Estimating Worksheet

• 2.23 Cost Baseline

• 2.24 Quality Management Plan

• 2.25 Quality Metrics

• 2.26 Process Improvement Plan

• 2.27 Responsibility Assignment Matrix

• 2.28 Roles and Responsibilities

• 2.29 Human Resource Management Plan

• 2.30 Communications Management Plan

• 2.31 Risk Management Plan

• 2.32 Risk Register

• 2.33 Probability and Impact Assessment

• 2.34 Probability and Impact Matrix

• 2.35 Risk Data Sheet

• 2.36 Procurement Management Plan

• 2.37 Source Selection Criteria

• 2.38 Stakeholder Management Plan

• 2.39 Change Management Plan


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


Results

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.