---
title: SPIF campaign checklist | Bentega
description: Download the SPIF campaign checklist to define goals, eligibility, measurement, payout rules, approvals, and employee communication before launch.
---

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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](https://www.bentega.io/spif)

 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.

 Guide

[SPIF guide](https://www.bentega.io/spif) 

[Read the SPIF guide →](https://www.bentega.io/spif)

 Guide

[Incentive compensation guide](https://www.bentega.io/incentive-compensation) 

[Read the incentive compensation guide →](https://www.bentega.io/incentive-compensation)

 Guide

[Incentive compensation management guide](https://www.bentega.io/incentive-compensation-management) 

[Read the ICM guide →](https://www.bentega.io/incentive-compensation-management)

 Guide

[KPIs and metrics guide](https://www.bentega.io/kpis-and-metrics) 

[Read the KPIs and metrics guide →](https://www.bentega.io/kpis-and-metrics)

 Calculator

[ICM readiness score](https://www.bentega.io/icm-readiness-checklist-bentega) 

[Check your ICM score →](https://www.bentega.io/icm-readiness-checklist-bentega)

---

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---

- [Product](https://www.bentega.io/product)
- Solutions 
    - [By role](https://www.bentega.io/solutions) 
          - [CFOs & Finance](https://www.bentega.io/solutions/cfos-finance-incentive-control)
          - [Sales & RevOps](https://www.bentega.io/solutions/sales-revops-incentive-compensation)
          - [HR & People](https://www.bentega.io/solutions/hr-people-variable-pay-governance)
          - [GTM Teams](https://www.bentega.io/solutions/gtm-leaders-incentive-compensation)
- [Pricing](https://www.bentega.io/pricing)
- [Services](https://www.bentega.io/services)
- Resources 
    - [Guides](https://www.bentega.io/compensation-sales-performance-guides-free-downloads-bentega) 
          - [Incentive Compensation](https://www.bentega.io/incentive-compensation)
          - [Incentive Compensation Management (ICM)](https://www.bentega.io/incentive-compensation-management)
          - [Sales Compensation](https://www.bentega.io/sales-compensation)
          - [Sales Commission](https://www.bentega.io/sales-commission)
          - [Commission Structures](https://www.bentega.io/sales-commission-structure)
          - [Bonus](https://www.bentega.io/bonus)
          - [Performance Pay](https://www.bentega.io/performance-pay)
          - [SPIF](https://www.bentega.io/spif)
          - [On-Target Earnings](https://www.bentega.io/on-target-earnings)
          - [KPIs and Metrics](https://www.bentega.io/kpis-and-metrics)
          - [Motivation](https://www.bentega.io/work-motivation)
          - [Incentive Compensation Governance](https://www.bentega.io/incentive-compensation-governance)
    - [Blog](https://www.bentega.io/blog)
    - [Glossary](https://www.bentega.io/glossary)
    - Tools 
          - [OTE Calculator](https://www.bentega.io/tools/ote-calculator)
          - [Sales Commission Calculator](https://www.bentega.io/sales-commission-calculator)
    - [Newsletter](https://www.bentega.io/newsletter)
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