My HR Balance — Long-Term Incentive Plan Toolkit

Design a credible long-term incentive plan before critical talent walks away. Built for private companies and joint ventures, this toolkit combines a practical design guide, an editable phantom-unit plan template and a formula-driven grant and vesting calculator.

INCLUDED

• LTIP Design Guide (.pdf) covering instrument choice, vesting, performance conditions and governance

• LTIP Plan Rules Template (.docx) for a cash-settled phantom-unit structure, with editable clauses and decision placeholders

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

BEST FOR

HR executives, reward professionals, founders, boards and finance teams designing multi-year retention incentives.

DELIVERY

Instant ZIP download after payment. Files are in English and are fully editable. One-time purchase.

IMPORTANT

This is a planning and drafting toolkit, not legal, tax, securities or accounting advice. Obtain qualified review before adopting or granting any incentive.