Successful Incentive Plans

Table of Contents

Introduction------------------------------------------------------- 2

Simple Insurance Incentive------------------------------------- 4

Pledge of Excellence-------------------------------------------- 5

Monthly Production Template--------------------------------- 6

Base Level of Sales Incentive---------------------------------- 7

An Incentive for Education------------------------------------- 7

Team Incentive Plan--------------------------------------------- 8

Arbitrary Bonus Plan-------------------------------------------- 8

Successful Overall Incentive Plan----------------------------- 9

Team Goals (Annual Payout)----------------------------------- 10

Credit Union Goals----------------------------------------------- 11

Pay the Member--------------------------------------------------- 12

Incentive Tracking Sheet ---------------------------------------- 13

Successful Bonus Calculation Worksheet--------------------- 14

Capital Power’s Administrative Incentive Program--------- 15

Administrative Incentive Program Worksheet---------------- 17

Bonus Incentive Form-------------------------------------------- 18

Capital Power Incentive Plan Procedures---------------------- 19

Incentive Plan Worksheet------------------------------------------ 24