Learning Center

Key Metrics for Equity Plan Management

Key Metrics for Equity Plan Management

Only available as part of a package

Establishing and tracking metrics is essential to a successful stock compensation program. Learn what key measures you should be leveraging to optimize your plan performance, ensure value for your employees, and understand where and how your plan contributes to your company’s overall goals.

Course Modules

Module 1

Your Essential Equity Metrics

Learn how to create your equity plan’s value proposition and mission statement and identify which metrics to track.

Length: 25 minutes

Module 2

How to Analyze the Impact of Your Equity Plans 

Identify key metrics to assess the value and impact of equity plans, participant engagement, and participant education. 

Length: 25 minutes

Module 3

Evaluating the Equity Plan Team’s Effectiveness 

Learn how to evaluate the effectiveness of the stock plan administration team and demonstrate your value proposition.

Length: 20 minutes

Key:

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Module 1: Your Essential Equity Metrics
Your Essential Equity Metrics
Open to view video.  |  25 minutes
Open to view video.  |  25 minutes Learn how to create your equity plan’s value proposition and mission statement and identify which metrics to track.
You must register to access.
Slide Deck
Open to download resource.
Open to download resource.
You must register to access.
Module 2: How to Analyze the Impact of Your Equity Plans
How to Analyze the Impact of Your Equity Plans
Open to view video.  |  25 minutes
Open to view video.  |  25 minutes Identify key metrics to assess the value and impact of equity plans, participant engagement, and participant education.
You must register to access.
Slide Deck
Open to download resource.
Open to download resource.
You must register to access.
Module 3: Evaluating the Equity Plan Team’s Effectiveness
Evaluating the Equity Plan Team’s Effectiveness
Open to view video.  |  20 minutes
Open to view video.  |  20 minutes Learn how to evaluate the effectiveness of the stock plan administration team and demonstrate your value proposition.
You must register to access.
Slide Deck
Open to download resource.
Open to download resource.
You must register to access.
Wrap-Up
Quiz
10 Questions  |  Unlimited attempts  |  5/10 points to pass
10 Questions  |  Unlimited attempts  |  5/10 points to pass
You must register to access.
Feedback Form
2 Questions
2 Questions
You must register to access.
Certificate of Completion
1.00 credit  |  No certificate available
1.00 credit  |  No certificate available
You must register to access.