MY HR BALANCE

04 · Executive

Long-Term Incentive Plan Toolkit

Design a credible multi-year retention plan for critical talent, especially in private companies and joint ventures.

Connect plan design, phantom-unit rules, grants, vesting, valuation, performance, and liabilities in one coherent planning pack.

What is included

LTIP toolkit

  1. 01

    LTIP Design Guide (.pdf)

  2. 02

    Editable cash-settled phantom-unit Plan Rules Template (.docx)

  3. 03

    LTIP Grant & Vesting Calculator (.xlsx) with configurable schedule, valuation, performance factor, and liability totals

Use and licence

Single-buyer licence for use within one organisation. Resale and public redistribution are not included.

Important notice

Planning and drafting toolkit only; obtain legal, tax, securities, and accounting review before adoption.