Is Your Loyalty Program Built to Sustainably Grow?

Every loyalty program needs a strategic reset once in a while.

Loyalty programs don’t fail because of a lack of effort. They struggle because financial, CX, marketing, product, and technology decisions aren’t aligned.

The Annual Loyalty Planning Checklist is a structured framework designed specifically for loyalty program managers and directors responsible for:

• Driving engagement
• Managing liability
• Protecting margin
• Delivering measurable business impact
  
  

This isn’t a theory piece. It’s a working document you can use during annual planning, budgeting cycles, quarterly reviews, or before major technology investments.

What This Toolkit Helps You Evaluate: 

• Program Health & Financial Foundation

• Member Experience & Lifestyle Alignment

• Ecosystem & Partner Alignment

• Technology & Personalization Readiness

• Roadmap, Budget & Maturity Planning

Loyalty is no longer just about points issuance and redemption rates. It requires intentional liability management, profitable redemption behavior, proactive prevention of stagnation before it becomes churn, scalable personalization without operational strain, and alignment across executive stakeholders around measurable outcomes.

This checklist helps you move from reactive reporting to proactive leadership so you can build a loyalty program that finance supports, members value, and leadership trusts.

Get the Checklist ⬆️