{"id":2454,"date":"2025-10-10T09:26:14","date_gmt":"2025-10-09T22:26:14","guid":{"rendered":"https:\/\/212f.com\/au\/insights\/eoy-incentive-program-checklist\/"},"modified":"2026-02-11T11:11:28","modified_gmt":"2026-02-11T00:11:28","slug":"eoy-incentive-program-checklist","status":"publish","type":"post","link":"https:\/\/212f.com\/au\/insights\/eoy-incentive-program-checklist\/","title":{"rendered":"EOY Incentive Program Checklist"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">Finish strong and set the tone for next year<\/h2>\n\n\n\n<p>The last quarter is when the market gets loud. Budgets close, stock clears, and everyone\u2019s chasing the same customers. For B2B brands in trade, automotive, IT, and agriculture, this is the time to drive sales, build loyalty, and keep your name front of mind as the year wraps up. That&#8217;s why we&#8217;ve crafted a simple and effective EOY <a href=\"\/b2b-solutions\/incentive-programs\/\">incentive program<\/a> checklist, to ensure that your program is closing out the year with a bang!<br><br>According to the <a href=\"https:\/\/incentivemarketing.org\/\" target=\"_blank\" rel=\"noopener\">Incentive Research Foundation<\/a>, programs that combine short-term sales goals with longer-term engagement strategies consistently outperform ad-hoc promotions.<\/p>\n\n\n\n<p>A strong incentive program can turn the chaos into opportunity. Done right, it lifts performance now and keeps momentum rolling into the new year.<br><br>Let\u2019s make sure yours hits every mark.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-16018d1d wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button bubble-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"\/contact\/\">Let&#8217;s plan your 2026 program<\/a><\/div>\n<\/div>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n\n<section   class=\"two-column-block block-section alignfull col-12 row   light\"\n\t\t  style=\"background-image:url(https:\/\/212f.com\/au\/wp-content\/uploads\/sites\/2\/2024\/10\/red-waves.png);background-repeat: no-repeat;background-size: cover;background-position: top center;\" >\n\n\n\t<div class=\"row flex-start container container-xxl\">\n\n\t\t<div class=\"block-title-section row col-12 col-8-l no-padding \">\n<div class=\"col-12 no-padding\">\n<h2 class=\"\">\nEOY Incentive Program Checklist #1. Start with the end in mind\n<\/h2>\n\n<\/div><div class=\"block-text-area col-12 no-padding p-size \"><p data-start=\"1107\" data-end=\"1374\">Every program needs a target. Decide exactly what success looks like before you turn up the volume. Keep it tight: one core KPI and two supporting goals. That could be increasing sales on key SKUs, moving aged stock, or lifting share of wallet in your top accounts.<\/p>\n<p data-start=\"1376\" data-end=\"1575\">Each goal should connect to a behaviour you can influence\u2014repeat purchases, premium mix, or cross-category buying. Make it measurable, make it winnable, and if it can\u2019t be tracked weekly, it\u2019s out.<\/p>\n<h2 data-start=\"1376\" data-end=\"1575\">EOY Incentive Program Checklist #2. Know what\u2019s working\u2014and what\u2019s not<\/h2>\n<p data-start=\"1626\" data-end=\"1833\">There\u2019s no point doubling down on a strategy that\u2019s already gone quiet. Check your engagement data. Who\u2019s logging in? What\u2019s being redeemed? Which campaigns are driving the numbers you actually care about?<\/p>\n<p data-start=\"1835\" data-end=\"2057\">Real-time reporting will show you where the energy is and where you\u2019re losing it. Adjust quickly. Drop what\u2019s stale. Refresh rewards. Reframe targets. A good EOY push isn\u2019t about adding noise\u2014it\u2019s about sharpening focus.<\/p>\n<h2 data-start=\"2104\" data-end=\"2217\">EOY Incentive Program Checklist #3. Set goals that feel achievable<\/h2>\n<p data-start=\"2104\" data-end=\"2217\">Nobody gets motivated by targets that feel out of reach. Keep your goals short, sharp, and close enough to hit.<\/p>\n<p data-start=\"2219\" data-end=\"2452\">Introduce fast wins: bonus points for incremental growth, push weeks for focus products, and tiered rewards that keep everyone in play. Mid-tier participants respond best to stretch goals when they can actually see the finish line.<\/p>\n<p data-start=\"2454\" data-end=\"2514\">Urgency fuels engagement. Keep it visible, keep it moving.<\/p>\n<\/div>\n\n\n\n\n<\/div>\n\n\t\t<div class=\"right-side col-12 col-4-l no-padding\">\n\t\t\t\t\t <\/div>\n\n\t\n\n\t<\/div>\n\n\n<\/section>\n\n\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n\n<section   class=\"two-column-block block-section alignfull col-12 row flip  dark\"\n\t\t>\n\n\n\t<div class=\"row flex-start container container-xxl\">\n\n\t\t<div class=\"block-title-section row col-12 col-8-l no-padding \">\n<div class=\"col-12 no-padding\">\n<h2 class=\"\">\nEOY Incentive Program Checklist #4. Sync with your marketing\n<\/h2>\n\n<\/div><div class=\"block-text-area col-12 no-padding p-size \"><p data-start=\"2555\" data-end=\"2802\">Your incentive program shouldn\u2019t be running on its own frequency. If your marketing team is already promoting specific products or campaigns, plug in and amplify. When the message matches across sales, marketing, and incentives, it lands harder.<\/p>\n<p data-start=\"2804\" data-end=\"2972\">Make sure timelines align, visuals connect, and every touchpoint tells the same story. It\u2019s how you turn a campaign into a movement instead of just another promotion.<\/p>\n<h2 data-start=\"2979\" data-end=\"3017\">EOY Incentive Program Checklist #5. Reward what matters right now<\/h2>\n<p data-start=\"3018\" data-end=\"3255\">The best rewards hit the right note for the season. December isn\u2019t the time for long wait times or corporate merchandise nobody wants. It\u2019s the time for digital gift cards, fast-delivery gear, and experiences that fit the summer break.<\/p>\n<p data-start=\"3257\" data-end=\"3537\">Reward bundles also perform well. Think ready-made gift packs\u2014instant gratification that connects your brand to moments of celebration. When a participant uses their points to buy a Christmas present for someone they care about, you\u2019ve built a memory that outlasts the campaign.<\/p>\n<\/div>\n\n\n\n\n<div class=\"the-ctas row col-12 no-padding  flex-middle \">\n\n\n\t\t\t\t\t\t\t\t\t<a class=\"button button-default-color bubble-button\" href=\"\/contact\"\n\t\t\t\t\t>Get in touch to plan your 2026<\/a>\n\t\t\t\t\n\t\t<\/div>\n\n\n<\/div>\n\n\t\t<div class=\"right-side col-12 col-4-l no-padding\">\n\t\t\t\t\t <\/div>\n\n\t\n\n\t<\/div>\n\n\n<\/section>\n\n\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">EOY Incentive Program Checklist #6. Keep communication clear and constant<\/h2>\n\n\n\n<p>Participants are busy, so make it easy for them. Weekly updates, SMS reminders, and platform notifications all help keep attention where it needs to be.<\/p>\n\n\n\n<p>Show progress. Countdown timers, leaderboards, and personal updates build urgency without needing to shout. Keep messages short and consistent across every channel so participants instantly know what action to take.<\/p>\n\n\n\n<p>For best practice, review how your <a href=\"\/b2b-solutions\/b2b-loyalty-and-incentive-platform\/\">program platform<\/a> supports automated communication and visibility.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">EOY Incentive Program Checklist #7. Watch the numbers<\/h2>\n\n\n\n<p>EOY can stretch budgets fast. Track your reward liability and make sure it still fits your performance targets.<\/p>\n\n\n\n<p>A self-funded model can help. It ties rewards directly to incremental sales and keeps the program profitable as performance grows. Decide early what happens to unused balances or unclaimed points so everyone knows the rules.<\/p>\n\n\n\n\n<section   class=\"two-column-block block-section alignfull col-12 row   dark\"\n\t\t>\n\n\n\t<div class=\"row flex-start container container-xxl\">\n\n\t\t<div class=\"block-title-section row col-12 col-8-l no-padding \">\n<div class=\"col-12 no-padding\">\n<h2 class=\"\">\nEOY Incentive Program Checklist #8. Get your teams behind it\n<\/h2>\n\n<\/div><div class=\"block-text-area col-12 no-padding p-size \"><p>Your internal teams and partners make or break engagement. Make sure they know how the program works and what the rewards look like for their customers.<\/p>\n<p>Give them quick tools\u2014one-pagers, FAQs, clear talking points\u2014and recognise their effort when they deliver. The more ownership they have, the harder they\u2019ll push it.<\/p>\n<p><!-- wp:heading {\"level\":4} --><\/p>\n<h2 class=\"wp-block-heading\">EOY Incentive Program Checklist #9. Use your data wisely<\/h2>\n<p><!-- \/wp:heading --> <!-- wp:paragraph --><\/p>\n<p>Not every participant needs the same message. Use your program data to tailor how you communicate.<\/p>\n<p><!-- \/wp:paragraph --> <!-- wp:paragraph --><\/p>\n<p>The recent <a href=\"https:\/\/www.salesforce.com\/resources\/research-reports\/state-of-marketing\/\" target=\"_blank\" rel=\"noopener\">Salesforce State of Marketing Report<\/a> offers strong support for data-driven decision-making and engagement tracking, something that every effective incentive program should be doing year-round.<\/p>\n<p><!-- \/wp:paragraph --> <!-- wp:paragraph --><\/p>\n<p>Top performers deserve recognition. Mid-tier participants need a clear path to the next level. Inactive users just need a reason to log back in. Speak to each group differently and you\u2019ll get far more return from every interaction.<\/p>\n<p><!-- \/wp:paragraph --><\/p>\n<\/div>\n\n\n\n\n<\/div>\n\n\t\t<div class=\"right-side col-12 col-4-l no-padding\">\n\t\t\t\n\t\t\t\t\t <\/div>\n\n\t\n\n\t<\/div>\n\n\n<\/section>\n\n\n\n\n\n<h2 class=\"wp-block-heading\">EOY Incentive Program Checklist #10. Keep the momentum into January<\/h2>\n\n\n\n<p>The calendar might turn over, but engagement doesn\u2019t have to. Plan your January communication now. Remind participants about unredeemed rewards or introduce new reward options that match the summer break.<\/p>\n\n\n\n<p>Tease what\u2019s next. Keeping the conversation alive sets you up for a strong start to the year ahead.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">EOY Incentive Program Checklist #11. Celebrate the results<\/h2>\n\n\n\n<p>People remember recognition. Call out the high performers, share results, and thank everyone who helped drive the year\u2019s success.<\/p>\n\n\n\n<p>Keep it authentic. Whether it\u2019s a personal message or a program-wide announcement, closing the year with genuine appreciation reinforces loyalty and excitement for what\u2019s next.<\/p>\n\n\n\n<p>EOY is the moment to sharpen your program, not just close it out. The right strategy builds loyalty, drives measurable growth, and sets your brand up for a bigger year ahead.<br><br>If your program could be performing better, we can help you get there.<br><strong>Talk to us about building an incentive program that delivers when it matters most.<\/strong><\/p>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Prepare for a strong finish with our EOY incentive program checklist. Refine objectives, engage participants and deliver rewards that drive results across ANZ.<\/p>\n","protected":false},"author":13,"featured_media":2455,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":true,"footnotes":""},"categories":[107],"tags":[],"class_list":["post-2454","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-b2b-incentive-programs"],"acf":[],"_links":{"self":[{"href":"https:\/\/212f.com\/au\/wp-json\/wp\/v2\/posts\/2454","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/212f.com\/au\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/212f.com\/au\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/212f.com\/au\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/212f.com\/au\/wp-json\/wp\/v2\/comments?post=2454"}],"version-history":[{"count":0,"href":"https:\/\/212f.com\/au\/wp-json\/wp\/v2\/posts\/2454\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/212f.com\/au\/wp-json\/wp\/v2\/media\/2455"}],"wp:attachment":[{"href":"https:\/\/212f.com\/au\/wp-json\/wp\/v2\/media?parent=2454"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/212f.com\/au\/wp-json\/wp\/v2\/categories?post=2454"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/212f.com\/au\/wp-json\/wp\/v2\/tags?post=2454"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}