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Organizational Planning Worksheet

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Loyalty. Engaged. Organizational Readiness Planning Worksheet 1. PROGRAM GOALS Identify your main goals associated with the loyalty program. Rank your objectives and choose what is most important to your business. (1=most 6=least) ______ Decrease Customer Churn (Retain your best customers) ______ Grow Sales (Increase Average Order Volume and frequency) ______ Capture Customer Data (Collect email addresses, preferences, track behavior) Other__________________________ 2. PROGRAM TYPE Determine the type of loyalty program you want. Check the appropriate box. Transactional only (points-based program that rewards customers only for their spending habits) Transactional and Engagement (points-based program that rewards customers only for their spending habits, as well as engagement touchpoints) Transaction and Personalization (points-based program that rewards customers for their speding habits and incorporates personalization and segment efforts to offer greater relevance) Multichannel Loyalty and Engagement (program that rewards customers for their spending habits, as well as for their activity across digital and social channels that allows brands to capture additional data insight for higher levels of personalization to deepen customer connections) Loyalty. Engaged. Organizational Readiness Planning Worksheet Launching (or relaunching) a loyalty program takes a village and the support of the right departments and partners to make it happen. This worksheet offers a step-by-step guide to prepare your organization for such an initiative! Drive Sales ______ (Heighten incremental spending) Boost Customer Acquisition ______ (Grow your customer base) Increase Engagement ______ (Drive desired behavior/activity)

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