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SPIF planning

SPIF campaign checklist

Plan short-term incentive campaigns with clearer rules before employees start earning. Use the checklist to define the campaign goal, eligible participants, measurement rules, payout logic, approval ownership, communication, and post-campaign review.
Download the SPIF campaign checklist Read the SPIF guide

What's inside

What the checklist helps you define

Campaign objective

Define the business outcome the SPIF should support, such as product launch, expansion, renewal focus, pipeline quality, or quarter-end priority.

Eligible participants

Clarify which roles, teams, regions, segments, managers, partners, or customer-facing groups can earn.

Measurement rules

Choose the exact metric, source system, threshold, evidence, and review owner.

Payout logic

Define fixed, tiered, percentage-based, capped, gated, or team-based payout rules before launch.

Approval workflow

Set ownership for exceptions, disputes, manual adjustments, Finance review, and final approval.

Communication plan

Explain the rules, timing, examples, payout date, and follow-up before the campaign starts.

Who's it for

Who should use it

The checklist is useful for Sales leaders, RevOps and Sales Ops, GTM leaders, Finance teams reviewing payouts, managers running short-term incentive campaigns, and Customer Success leaders using renewal, expansion, onboarding, or adoption incentives.

Related reading

Before you launch the campaign

A checklist works best when the campaign objective, metric, payout logic, and approval process are clear. Use these resources if you still need to define the broader SPIF strategy or connect the campaign to incentive compensation governance.