Loyalty Programs Toolkit

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Formulate Loyalty Programs: monitor and drive progress of documentation of Business Architecture deliverables against Project Timelines.

More Uses of the Loyalty Programs Toolkit:

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

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

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

  • Identify Loyalty Programs: an instrumental part of goat group, the marketing team oversees a wide range of activities, which aim to build awareness, consideration and loyalty for your brands.

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

  • Be accountable for building Customer Loyalty effectively meeting customer needs; building productive customer relationships; taking responsibility for Customer Satisfaction and loyalty.

  • Make sure that your organization demonstrates awareness and urgency to achieve hourly goals, setting micro goals to impact.

  • Control Loyalty Programs: an instrumental part of goat group, the marketing team oversees a wide range of activities, which aim to build awareness, consideration and loyalty for your brands.

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

  • Assure your organization maintains awareness and compliance in operational procedures and organization policies.

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

  • Formulate Loyalty Programs: Internet Marketing Best Practices that result in customer/client acquisition, retention, loyalty and growth.

  • Ensure you commit; lead a Personalization Strategy and personalized content opportunities for loyalty members and execute segmented campaigns that continually deliver incremental sales.

  • Liaise with Enterprise Analytics to provide Loyalty Marketing department with data and analysis to optimize business.

  • Become skilled in understanding and analyzing Customer Loyalty and program usage.

  • Head Loyalty Programs: new Marketing Technologies proactively identify and evaluate emerging Marketing Technologies.

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

  • Serve as lead stakeholder on Loyalty and Retention, Conversion Optimization, and Organic Sharing Consumer Product initiatives.

  • Communicate progress of projects to IT Audit Director/management on a timely basis.

  • Orchestrate Loyalty Programs: work across marketing channels to develop and launch campaigns that help improve Customer Satisfaction, loyalty and Brand Image.

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

  • Warrant that your team contributes to an environment where employees are treated respectfully.

  • Warrant that your venture identifies and communicates maintenance concerns per organization guidelines.

  • Ensure you standardize; onboard, retain, build loyalty and maximize Lifetime Value by Engaging Customers with personalized, targeted and relevant marketing at every stage.

  • Ensure your organization participates to support an environment where all employees are treated fairly and respectfully.

  • Grow existing Customer Loyalty through extension of Brand Relationship and addition/sale of complimentary products to current assortment.

  • Ensure you compile; onboard, retain, build loyalty and maximize Lifetime Value by Engaging Customers with personalized, targeted and relevant marketing at every stage.

  • Drive Loyalty Programs: balance the needs of the customer and business while driving loyalty and long term value.

  • Supervise Loyalty Programs: proactively engage with consumers, partners (in particular, loyalty and media/field marketing), brands, local markets and influencers, managing the integrated and consistent execution of Social Media strategy to support the Brand Strategy.

  • Imprint is building a payments and loyalty platform from the ground up to serve modern brands and customers.

  • Be accountable for participating in business meetings, developing and driving strategies and programs which improve the competitive positon and profitability of your organization.

  • Establish Loyalty Programs: review new and modified Regulatory Requirements pertaining to Information security to determine if new Policies and Procedures are needed and monitors related Best Practices and emerging security technologies for potential application.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Loyalty Programs 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 Programs improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. If your customer were your grandmother, would you tell her to buy what you're selling?

  2. What training and qualifications will you need?

  3. What did you miss in the interview for the worst hire you ever made?

  4. How do your controls stack up?

  5. What is your theory of human motivation, and how does your Compensation Plan fit with that view?

  6. What are your operating costs?

  7. Against what alternative is success being measured?

  8. When a Loyalty Programs manager recognizes a problem, what options are available?

  9. How do your measurements capture actionable Loyalty Programs information for use in exceeding your customers expectations and securing your customers engagement?

  10. Is there any way to speed up the process?

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 Programs book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Loyalty Programs 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 Programs Self-Assessment and Scorecard you will develop a clear picture of which Loyalty Programs 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 Programs 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 Programs projects with the 62 implementation resources:

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 Programs project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Loyalty Programs Project Team have enough people to execute the Loyalty Programs 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 Programs 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 Programs 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 Programs 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 Programs 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 Programs project with this in-depth Loyalty Programs Toolkit.

In using the Toolkit you will be better able to:

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 Programs investments work better.

This Loyalty Programs 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.