Referral Program Toolkit

Downloadable Resources, Instant Access

Own the marketing strategy for prospects and customers via email, SMS, chat, direct mail, packaging inserts, loyalty/referral programs, and other direct channels.

More Uses of the Referral Program Toolkit:

  • Be certain that your organization maintains a generous employee referral program.

  • Formulate: employee referral programs.

  • Transform employee referral programs.

  • Drive: employee rewards, recognition programs and employee referral program.

  • Ensure your organization encourages participation in your organizations member, owner, and guest referral program.

  • Promote and evangelize your organizations employee referral program.

  • Organize customer references, referral programs, and retention for specific product lines.

  • Manage: professional referral programs.

  • Analyze employee referral programs.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Referral 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 998 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Referral Program improvements can be made.

Examples; 10 of the 998 standard requirements:

  1. Did the group leaders ever suggest your partner might consider the idea of moving out for a while, either temporarily whilst one attended the program, or permanently?

  2. Have you met with the employee as soon as possible to initially consider the reasonable accommodation request, without approving or denying the request?

  3. Do you help other team members monitor and evaluate whether the outcome of the work is aligned with the project understanding and work plan?

  4. Does your program have any particular reference group who oversee, or have input into the regular practices or management of the program?

  5. Does your system use messaging that prompts the service representative to consider other programs available for potential referral?

  6. Do you display a high level of effort and commitment to performing work and demonstrate trustworthiness and responsible behavior?

  7. Are managers held accountable for behaviour toward employees or is one of the perks of power the freedom to mistreat ones staff?

  8. Is the information contained in the performance evaluation truly a review of previous conversations or is it late breaking news?

  9. Do you closely monitor employees who are on attendance plans and strictly enforce the requirements of the attendance plan?

  10. What is the best way to inform the team/group of changes you need to make in order to implement reasonable adjustments?

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 Referral Program book in PDF containing 998 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Stakeholder Analysis Matrix: Is there evidence that demonstrates the impact of education on the Referral Program projects outcomes?

  2. Cost Management Plan: Will the forecasts be based on trend analysis and earned value statistics?

  3. Risk Register: Methodology: how will risk management be performed on this Referral Program project?

  4. Cost Baseline: Does a process exist for establishing a cost baseline to measure Referral Program project performance?

  5. Source Selection Criteria: Do you want to have them collaborate at subfactor level?

  6. Activity List: The wbs is developed as part of a joint planning session. and how do you know that youhave done this right?

  7. Cost Baseline: How difficult will it be to do specific tasks on the Referral Program project?

  8. Scope Management Plan: Do you secure formal approval of changes and requirements from stakeholders?

  9. Change Management Plan: Why would a Referral Program project run more smoothly when change management is emphasized from the beginning?

  10. Initiating Process Group: Have you evaluated the teams performance and asked for feedback?

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

1.0 Initiating Process Group:

  • 1.1 Referral Program project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Referral 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 Referral 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 Referral 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 Referral 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 Referral 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 Referral Program project with this in-depth Referral Program Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Referral 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 Referral 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 Referral Program investments work better.

This Referral 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.