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The first pages of the SPIFF Programme Brief template

SPIFF Programme Brief

Document template for Google Docs and Word

Make a copy in Google Docs
Price
Free
Style
Modern
Difficulty
Beginner
Updated
November 6, 2026

Every page (7)

Overview

A short sales incentive works only when reps can calculate what they will earn and finance can pay it without a dispute. This sales incentive plan template sets out the goal, the rules, the dates, the prizes and the service levels for payment, in plain terms with a worked example. It places the eligibility and clawback rules beside the award, so the terms are read before the sprint begins.

The sample is for Thistledown Distribution, a fictional wholesaler, running a six-week sprint for new accounts with a $25,000 prize pool, weekly leaderboards and a verified-win rule. Replace the quotas, rates, dates and prizes with approved plan terms, and work one example through with finance before the launch. Add the acknowledgement lines and have legal review the final text.

Useful for

  • A six-week sprint to win new accounts that needs a clear payout rule
  • A quarterly SPIFF for a regional team with a single prize pool
  • A commission statement pack that explains each rep's award

What's included

  • Cover and goal scorecard with accounts, repeat orders and payouts
  • Rules page with eligibility, definitions and the clawback key rule
  • Dates Gantt chart across the sprint and a payout callout
  • Prizes run of show with the rep kickoff and the final awards
  • Service levels scorecard with payout speed and error fixes
  • Make-it-yours guide with five steps to finish the terms

How to use it

  1. 1

    Click Make a copy in Google Docs, then confirm on the Google page. The copy is saved to your own Google Drive.

  2. 2

    Enter the quota, base and target variable, then replace the sample rates with approved terms.

  3. 3

    Work through one example with your own numbers, and have finance check the arithmetic.

  4. 4

    Set the payment dates, cancellation window and acknowledgement lines, then have legal review.

  5. 5

    Delete the guide page, then share the brief with the reps or present it from Google Docs.

What you need

Requirements

  • A Google account with access to Google Drive

Works with

  • Google Docs
  • Microsoft Word (download the .docx)

Questions

Are Thistledown Distribution, its reps and the prize pool real?

No. Thistledown Distribution, its people, the sprint, the prize pool, the accounts, the payouts and every rate are fictional sample data. Replace them with approved plan terms before you share the brief with any rep.

How do we stop disputes at payout?

Define every term, show a worked example that reps can check on a calculator, and state the clawback and dispute process in writing. Post the running totals each week so nobody learns their number at payout.

Can we change the plan mid-sprint?

Only with written notice to every rep, an effective date and a signed acknowledgement. Changes applied without notice cause the disputes the brief is meant to prevent, so keep the record.

  • #spiff-programme
  • #sales-incentive-plan
  • #commission-plan
  • #sales-spiff
  • #commission-statement

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