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Participation worksheet

Make taking part easier.

People sign up, but don’t take the next step. Where do you start? Explore the questions below to see where people need help and choose one thing to improve.

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Participation review

Start wherever you have a question.

Think of one group of people who use your program. Open a question, jot down what you notice, and leave the rest for another time. Every field is optional.

Add your program and audience (optional)

Can people find the offer and see why it matters?

Start with the message someone receives. Is it clear what they can earn, why it might interest them, and how to take part?

Do people know whether they qualify?

Look at the rules someone sees before applying. Can they tell whether the offer is for them and what they need to provide?

Can taking part fit into their workday?

Try it on the device they use at work. Notice where they have to sign in again, find information elsewhere, or start over after an interruption.

Can they send what you need without getting stuck?

Try reporting a sale, requesting access, or completing another activity. Are the questions clear? Is the required information available? What happens if something needs correcting?

Do people know what happens next?

After someone sends a request or claim, check what they see. Can they tell it was received, whether it is being reviewed, and what they need to do next?

Is the reward worth the effort—and clear to receive?

Ask someone in the program what makes the reward appealing. Can they realistically earn it, and do they know how and when they will receive it?

What would you try next?

One useful change is enough to start. You can add a plan now or save your notes and talk it through with your team.

Add one change to try (optional)
Use one question or explore all six.
Explore how to measure the result →

incenify

Participation worksheet

Make taking part easier.

Start with one group of people and one question. Write down what you notice and choose a change to try.

Discovery

Can people find the offer and see why it matters?

Start with the message someone receives. Is it clear what they can earn, why it might interest them, and how to take part?

Eligibility

Do people know whether they qualify?

Look at the rules someone sees before applying. Can they tell whether the offer is for them and what they need to provide?

Effort

Can taking part fit into their workday?

Try it on the device they use at work. Notice where they have to sign in again, find information elsewhere, or start over after an interruption.

Submission

Can they send what you need without getting stuck?

Try reporting a sale, requesting access, or completing another activity. Are the questions clear? Is the required information available? What happens if something needs correcting?

Status

Do people know what happens next?

After someone sends a request or claim, check what they see. Can they tell it was received, whether it is being reviewed, and what they need to do next?

Reward

Is the reward worth the effort—and clear to receive?

Ask someone in the program what makes the reward appealing. Can they realistically earn it, and do they know how and when they will receive it?

One change to try

What would you change, who will help, and how will you tell whether it helped?

Use these notes to guide a conversation with your team. Review what changes with participants, and consider other factors that could influence the result.
incenify.com/resources/participation-review