Staff Goals and Incentives Guidebook

Modified on Mon, Aug 3 at 4:29 PM

Helpdesk Knowledge Base · Petly Plans · Staff Training & Onboarding

Staff Goals and Incentives Guidebook

Updated 2026Applies to: Petly Plans · Administrators · Managers · All StaffReading time: ~2 min

Help your team understand the importance of setting goals and establishing incentives to keep your wellness plan program on track and your staff motivated.

1

Purpose and importance of goals and incentives

2

Unify your team around shared enrollment goals

3

Goal setting worksheet

4

Goal tracking and resources

5

Incentive examples

6

Self evaluation

PDF

Staff Goals and Incentives Guidebook

Attached to this article
The Importance of Setting Goals
Petly Plans Training Series · 5 minutes
Click to watch

The Importance of Setting Goals

5-minute overview · Recommended for Administrators and Managers
Training VideoWatch now
Best practice tipShare this guidebook with your entire team — not just managers. When everyone understands how goals and incentives work, the program becomes a shared team effort rather than a top-down initiative, leading to stronger enrollment results and higher staff satisfaction.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article