Resource Library - Whitepapers

Gift cards have become an important corporate tool for reward and recognition. This paper looks at the growing use of gift cards and how to add to the "trophy value" of gift cards via communication, customization, and presentation.... [ read more ]

Presents an overview of the essential elements involved with performance improvement strategies. Breaking new ground, "people performance management" takes familiar disciplines and integrates them across functional lines to maximize results.... [ read more ]

In the world of talent management, social networks have been used successfully in knowledge sharing, the identification of skills and construction of teams, in recruiting, onboarding and certainly learning. “Social Recognition,” which uses software to enable people to recognize one another, is a relatively new entrant in the pantheon of talent management technology. Yet it draws on practices from some of the world’s most popular internet applications. In connecting peers to peers, and in this case, employees to employees and employees to customers, partners, suppliers and others (the extended enterprise) it opens another dimension in recognition that has the potential to generate powerful cultural evolution within remarkably short timeframes. In others words, social recognition software can be transformative. It can fill a recognition gap quickly and it can extend recognition beyond the organization to help engage customers and other constituents.... [ read more ]

The federal income tax considerations for incentive programs are often overlooked. While it is difficult to give technical tax advice that would apply equally to all incentive programs, following certain general income tax principles can make an incentive program more successful and avoid unpleasant surprises.... [ read more ]

Section 274(j) of the Internal Revenue Code contains specific rules on the tax treatment of “employee achievement awards.” As a general rule, the employer cannot deduct employee achievement awards, unless they meet certain criteria.... [ read more ]

While it is widely believed that employee attitudes and engagement directly influence customer experiences and customer spending behavior, there is little empirical evidence that has explicitly demonstrated this. This study, subtitled "An Empirical Analysis of the Relationship between Employee Attitudes, Customer Attitudes, and Customer Spending," combines results from an extensive survey of employees and customers at a hotel chain with the actual spending patterns of customers. Results show a direct, measurable relationship between the employee and customer perceptions of the hotel brand and customer spending behavior. ... [ read more ]

This paper discusses four psychological processes that can be categorized as items that directly affect the perceived value of an incentive or recognition award. In particular it looks at factors that increase the perceived value of earning the award because the awards are earned rather than purchased. ... [ read more ]

This paper introduces the discipline of "People Performance Management" as developed by the Forum for People Performance Management and Measurement, a unit of the Integrated Marketing Communications Department of the Medill School of Journalism at Northwestern University. People Performance Management refers to an integrated process designed to help firms maximize long-term financial performance through a strategic focus on their most valuable asset -- human capital.... [ read more ]

Compelling research links financial results and customer satisfaction to engaged employees and channel partners.... [ read more ]

In today's economic environment, employers are struggling to find every advantage possible to thrive, grow or simply to stay in business. For most US based organizations payroll represents the largest expense. Advantages therefore, come first and foremost through better talent management.... [ read more ]

Improving economic conditions, an impending skilled labor shortage, and the proven link between low turnover and profitability are forcing organizations to take a new look at employee retention. This paper suggests that sound retention strategies can not only head off a future problem, they can save money and improve sales today.... [ read more ]

This study, a follow up by Prof. James Oakley, identified key internal levers that affect employee satisfaction and, more importantly, the level of engagement.... [ read more ]

This study, conducted by Frank Mulhern on behalf of the Promotion Marketing Association with the support of the Forum, identified key challenges facing organizations attempting to fully integrate external and internal marketing.... [ read more ]

This white paper highlights four key areas that impact organizational adoption of integrated marketing and motivate employees to think about and cooperate with integrated marketing efforts beyond their functional silos.... [ read more ]

This paper looks at the types and applications of gift cards and gift certificates and reviews the research that points to the efficacy of gift certificates and cards in achieving business results. Gift certificates and cards have been shown to increase sales, improve employee performance and build loyalty, foster teamwork, and create new markets, among others.... [ read more ]

Subtitled "Linking Recognition to Improved Job Performance and Increased Business Value - The Current State and Future Needs," this study, cosponsored by the Human Capital Institute, the Forum for People Performance Management and Measurement, and the Incentive Research Foundation, synthesizes recent research by analyzing case studies of successful recognition programs and recommending further investigation into workplace recognition. Recognition's value is demonstrated by recent studies that show a high correlation between recognition and improved employee engagement, which in turn improves job performance and captures business value. It also finds that organizations that actively improve employee engagement through recognition financially outperform their competitors. ... [ read more ]

Each year in the United States, organizations spend tens of billions of dollars on cash and non-cash rewards for consumer, distributor, sales and employee incentive programs –merchandise, gift cards, group and individual travel programs, time off, cash, etc. But few organizations invest the necessary time to understand which rewards should be used for which people to encourage what outcomes... [ read more ]

Historically, incentive programs, unlike other sales and marketing strategies, have endured economic downturns. In fact, according to a review of past Incentive Federation and industry studies, the incentive industry managed to grow following the recessions that occurred in the late 1980s, after September 11, 2001, and during the downturn of the late 1990s, following the dot-com collapse. In fact, there is no evidence that the industry suffered serious declines following the recession in the late 1970s/early 1980s, and the industry continued to prosper even during the Great Depression when the industry’s trade magazine at the time, Premium Practice, was filled with advertising pages.... [ read more ]

At a rate of over 30%, people managers across the U.S. report that they’re looking for opportunities elsewhere. What to do? Minneapolis-based Modern Survey recently released this and other pertinent data in a Spring 2015 engagement study whitepaper focusing on manager engagement, ... [ read more ]

Employee surveys have the potential to help companies understand the relationship between human capital and the bottom line. Yet, if not managed carefully, surveys may fail to realize their potential as strategic organizational tools. Why? Because many organizations are successful in designing reasonable questionnaires, generating high participation rates and gathering a lot of good information. But where survey processes most commonly break down is in the “hand off” between a survey team, perhaps working with the assistance of an outside consultant, and line managers throughout the organization.... [ read more ]

A study designed to determine which aspects of selling respond to incentive travel and how that response can be measured. Researchers surveyed 1,800 subscribers of Meetings and Incentive Travel magazine and 3,000 members of the Canadian Automobile Dealers Association. To present an in-depth picture of incentive travel, and to provide a practical template for determining program ROI, the authors made a point of recording views of both the people who win the awards and those executives who allocate the money to fund them. ... [ read more ]

This first in a series of three white papers on Customer Engagement from Rosetta Consulting is based on the findings of the 2014 Rosetta Consulting Engagement Study and focuses on how business leaders approach customer engagement. Researchers found clear... [ read more ]

Deloitte was asked by Google Australia to quantify the value of greater workplace collaboration, and the number is big:$46 billion per year – the value of faster-growing, profitable businesses with collaboration at their core... [ read more ]

This study, by Prof. James Oakley of Ohio State University, found a clear link between employee engagement and customer satisfaction, and customer satisfaction and profitability.... [ read more ]

Millennials are entering the workplace at such a swift rate that, according to Deloitte, they will make up 75% of the workforce by 2020. Organizations are scrambling to understand how they can better engage Millennials in the workplace.... [ read more ]