2013 NA Sales Incentive Trip Criteria Global & NA Incentive Trips Incentive Trip Destinations The 2013 Global Incentive Trip will take place from 5/5/14 to 5/10/14 in Bali, Indonesia The 2013 NA Incentive Trip will take place from 5/14/14 to 5/17/14 in St. Maarten Additional Details: http://www.starwoodincentivetrip.com/global/ Strategic Sales Analysis & Business Insights http://www.starwoodincentivetrip.com/northam erica/ 2 Initial Eligibility Criteria All potential incentive trip participants must meet the following criteria: • • • • Employed by Starwood at the time of the Incentive Trips Have a minimum of 9 months goals and actuals A PMP rating above ‘D’ Meet the qualifying criteria as outlined in this document Strategic Sales Analysis & Business Insights 3 Hotel & Metro Market Leader Plans Director of Sales & Marketing / Metro Market Director of Sales / Area Director of Sales & Marketing Qualifying Criteria Global Incentive Trip NA Incentive Trip $25,000,000 + <$25,000,000 Includes Net Team Group & Transient Room Revenue, Net F&B, and Net Room Rental & Resources Consumed 105% to Goal 105% to Goal Based on FY 2013 Team Performance 100% of Team HOT Revenue Goal 100% of Team HOT Revenue Goal - Team HOT Gatekeeper NBD Gatekeeper 90% of NBD Goal 90% of NBD Goal - 90% Property GOR 90% Property GOR Revenue Achievement % to Goal GOR Gatekeeper Strategic Sales Analysis & Business Insights Notes Gross Operating Revenue will be added across properties to determine a single GOR 5 Metro Market Group Sales Leader / Metro Market Associate Director, Group Incentive Plan #11 Qualifying Criteria Global Incentive Trip NA Incentive Trip $10,000,000 + <$10,000,000 Includes Net Team (Direct Reports) Group, Net F&B, and Net Room Rental & Resources Consumed 115% to Goal 115% to Goal Based on FY Team (Direct Reports) 2013 Performance 2 Leads that Turned Definite or $50,000 in Definite Revenue Sent - Team HOT Gatekeeper 2 Leads that Turned Definite or $50,000 in Definite Revenue Sent NBD Gatekeeper 90% of NBD Goal 90% of NBD Goal - 90% Property GOR 90% Property GOR Gross Operating Revenue will be added across properties to determine a single GOR Revenue Achievement % to Goal GOR Gatekeeper Strategic Sales Analysis & Business Insights Notes 6 Hotel Director of Sales / Director of Group Sales / Director of Sales Incentive Plan #1 Qualifying Criteria Global Incentive Trip NA Incentive Trip $10,000,000 + Up to $10,000,000 Includes Net Team Room Revenue, Net Team F&B Booked, and Net Room Rental & Resources Consumed 105% to Goal 105% to Goal Based on FY 2013 Team Performance 100% of Team HOT Revenue Goal 100% of Team HOT Revenue Goal Revenue Achievement % to Goal Team HOT Gatekeeper NBD Gatekeeper GOR Gatekeeper Notes - - 90% of NBD Goal 90% of NBD Goal 90% Property GOR 90% Property GOR Strategic Sales Analysis & Business Insights Gross Operating Revenue as per Property P&L 7 Hotel Director of Event Management Incentive Plan #4 Qualifying Criteria Global Incentive Trip NA Incentive Trip $5,000,000 + SPG Points Notes $1,250,000 to $5,000,000 <$1,250,000 Includes Net Team Banquet, Net Catering F&B , and Net Room Rental Consumed 110% to Goal 110% to Goal 110% to Goal Based on FY Team 2013 Performance 4.83 or Higher, with a Minimum of 15 Returns Director must be above brand default for MP OSAT 4.83 or Higher, with a Minimum of 15 Returns Director must be above brand default for MP OSAT 4.83 or Higher, with a Minimum of 15 Returns Director must be above brand default for MP OSAT - 3 Leads that Turned Definite 3 Leads that Turned Definite 3 Leads that Turned Definite - 90% Property GOR 90% Property GOR 90% Property GOR Revenue Achievement % to Goal MPSI Team HOT Gatekeeper GOR Gatekeeper Strategic Sales Analysis & Business Insights Gross Operating Revenue as per Property P&L 8 Hotel Director of Catering Sales Incentive Plan #5 Qualifying Criteria Global Incentive Trip NA Incentive Trip $5,000,000 + SPG Points Notes $1,250,000 to $5,000,000 <$1,250,000 Includes Net Team F&B, Net Room Rental & Net Resources Consumed 110% to Goal 110% to Goal 110% to Goal Based on FY Team 2013 Performance 3 Leads that Turned Definite or 100% of Team Goal 3 Leads that Turned Definite or 100% of Team Goal 3 Leads that Turned Definite or 100% of Team Goal 90% of NBD Goal 90% of NBD Goal 90% of NBD Goal 90% Property GOR 90% Property GOR 90% Property GOR Revenue Achievement % to Goal Team HOT Gate Keeper NBD Gatekeeper GOR Gatekeeper Strategic Sales Analysis & Business Insights Gross Operating Revenue as per Property P&L 9 Hotel Director of Catering & Event Management Incentive Plan #6 Qualifying Criteria Global Incentive Trip NA Incentive Trip $5,000,000 + SPG Points Notes $1,250,000 to $5,000,000 <$1,250,000 Includes Net Team F&B, Net Room Rental & Net Resources Consumed 110% to Goal 110% to Goal 110% to Goal Based on FY Team 2013 Performance 3 Leads that Turned Definite or 100% of Team Goal 3 Leads that Turned Definite or 100% of Team Goal 3 Leads that Turned Definite or 100% of Team Goal 90% of NBD Goal 90% of NBD Goal 90% of NBD Goal 90% Property GOR 90% Property GOR 90% Property GOR Revenue Achievement % to Goal Team HOT Gate Keeper NBD Gatekeeper GOR Gatekeeper Strategic Sales Analysis & Business Insights Gross Operating Revenue as per Property P&L 10 Sales Leader, Catering / Associate Director, Catering / Director of Catering & Event Management Incentive Plan #15 Qualifying Criteria Global Incentive Trip NA Incentive Trip $5,000,000 + SPG Points Notes $1,250,000 to $5,000,000 <$1,250,000 Includes Net Team (Direct Reports) Room, Net F&B, Net Room Rental and Resources Consumed 110% to Goal 110% to Goal 110% to Goal Based on FY 2013 Team (Direct Reports) Performance 2 Leads that Turned Definite or $25,000 in Definite Revenue Sent 2 Leads that Turned Definite or $25,000 in Definite Revenue Sent - Team HOT Gatekeeper 2 Leads that Turned Definite or $25,000 in Definite Revenue Sent NBD Gatekeeper 90% of NBD Goal 90% of NBD Goal 90% of NBD Goal - 90% Property GOR 90% Property GOR 90% Property GOR Gross Operating Revenue will be added across properties to determine a single GOR Revenue Achievement % to Goal GOR Gatekeeper Strategic Sales Analysis & Business Insights 11 Metro Market Position Transient Sales Leader / Associate Director – Leisure Sales & BT Incentive Plan #14 Qualifying Criteria Revenue Achievement Global Incentive Trip NA Incentive Trip $4,000,000 + SPG Points Notes $1,300,000 to $4,000,000 <$1,300,000 Net Team room revenue for all assigned accounts 115% to Goal 115% to Goal 115% to Goal Based on FY 2013 Team Performance 2 Leads that Turned Definite or 100% of Team Revenue Goal 2 Leads that Turned Definite or 100% of Team Revenue Goal 2 Leads that Turned Definite or 100% of Team Revenue Goal Transient Team Hot Leads must have a Minimum of $2,500 in Consumed Revenue 90% of NBD Goal 90% of NBD Goal 90% of NBD Goal 90% Property GOR 90% Property GOR 90% Property GOR % to Goal Team HOT Gatekeeper NBD Gatekeeper GOR Gatekeeper Strategic Sales Analysis & Business Insights Gross Operating Revenue will be added across properties to determine a single GOR 12 Property Plans Hotel Sales Manager, Group / Hotel Account Director, Group / Hotel Sales Specialist, Group Incentive Plan #2 Qualifying Criteria Global Incentive Trip NA Incentive Trip $5,000,000 + SPG Points Notes $1,400,000 to $5,000,00 <$1,400,000 Includes Net Individual Room, Net F&B, Room Rental and Net Resources Consumed 120% to Goal 120% to Goal 120% to Goal Based on FY Individual 2013 Performance 3 Leads that Turned Definite or $50,000 in Definite Revenue Sent 3 Leads that Turned Definite or $50,000 in Definite Revenue Sent 3 Leads that Turned Definite or $50,000 in Definite Revenue Sent - NBD Gatekeeper 90% of NBD Goal 90% of NBD Goal 90% of NBD Goal - GOR Gatekeeper 90% Property GOR 90% Property GOR 90% Property GOR Gross Operating Revenue as per Property P&L Revenue Achievement % to Goal Team HOT Gatekeeper Strategic Sales Analysis & Business Insights 14 Hotel Sales Manager, Catering / Hotel Account Director, Catering / Hotel Sales Specialist, Catering Incentive Plan #3 Qualifying Criteria Global Incentive Trip NA Incentive Trip $2,250,000 + $1,250,000 to $2,250,000 <$1,250,000 Includes Net F&B, Room Rental & Net Resources Consumed 110% to Goal 110% to Goal 110% to Goal Based on FY Individual 2013 Performance 3 Leads that Turned Definite or $25,000 in Definite Revenue Sent 3 Leads that Turned Definite or $25,000 in Definite Revenue Sent 3 Leads that Turned Definite or $25,000 in Definite Revenue Sent 90% of NBD Goal 90% of NBD Goal 90% of NBD Goal 90% Property GOR 90% Property GOR 90% Property GOR Revenue Achievement SPG Points % to Goal Team HOT Gatekeeper NBD Gatekeeper GOR Gatekeeper Strategic Sales Analysis & Business Insights Notes - Gross Operating Revenue as per Property P&L 15 Meeting & Event Manager Incentive Plan #4 Qualifying Criteria Global Incentive Trip NA Incentive Trip $5,000,000 + SPG Points Notes $1,250,000 to $5,000,000 <$1,250,000 Includes Net Team Banquet, Net Catering F&B , and Net Room Rental Consumed 110% to Goal 110% to Goal 110% to Goal Based on FY Team 2013 Performance 4.83 or Higher, with a Minimum of 15 Returns Director must be above brand default for MP OSAT 4.83 or Higher, with a Minimum of 15 Returns Director must be above brand default for MP OSAT 4.83 or Higher, with a Minimum of 15 Returns Director must be above brand default for MP OSAT - 3 Leads that Turned Definite 3 Leads that Turned Definite 3 Leads that Turned Definite - 90% Property GOR 90% Property GOR 90% Property GOR Revenue Achievement % to Goal MPSI Team HOT Gatekeeper GOR Gatekeeper Strategic Sales Analysis & Business Insights Gross Operating Revenue as per Property P&L 16 Sales Manager - Leisure, Sales Manager – BT, Account Director – Leisure, Account Director - BT Incentive Plans 7 & 8 Qualifying Criteria Global Incentive Trip NA Incentive Trip $4,000,000 + SPG Points Notes $1,300,000 to $4,000,000 <$1,300,000 Includes Net Room Revenue Consumed from Assigned Accounts 115% to Goal 115% to Goal 115% to Goal Based on FY 2013 Performance 3 Leads that Turned Definite or 100% of Team Revenue Goal 3 Leads that Turned Definite or 100% of Team Revenue Goal 3 Leads that Turned Definite or 100% of Team Revenue Goal 90% of NBD Goal 90% of NBD Goal 90% of NBD Goal 90% Property GOR 90% Property GOR 90% Property GOR Revenue Achievement % to Goal Team HOT Gatekeeper NBD Gatekeeper GOR Gatekeeper Strategic Sales Analysis & Business Insights - Gross Operating Revenue as per Property P&L 17 Metro Market Plans Metro Market Position Group Sales Manager / Group Account Director / Group Sales Specialist Incentive Plan #12 Qualifying Criteria Global Incentive Trip NA Incentive Trip $5,000,000 + $1,400,000 to $5,000,000 <$1,400,000 Includes Net individual Room, Net F&B, Net Room Rental and Resources Consumed 120% to Goal 120% to Goal 120% to Goal Based on FY Individual 2013 Performance 2 Leads that Turned Definite or $50,000 in Definite Revenue Sent 2 Leads that Turned Definite or $50,000 in Definite Revenue Sent - Team HOT Gatekeeper 2 Leads that Turned Definite or $50,000 in Definite Revenue Sent NBD Gatekeeper 90% of NBD Goal 90% of NBD Goal 90% of NBD Goal 90% Property GOR 90% Property GOR 90% Property GOR Revenue Achievement % to Goal GOR Gatekeeper Strategic Sales Analysis & Business Insights SPG Points Notes Gross Operating Revenue will be added across properties to determine a single GOR 19 Metro Market Position Catering Sales Manager / Catering Account Director / Catering Sales Specialist Incentive Plan #13 Qualifying Criteria Global Incentive Trip NA Incentive Trip $3,000,000 + SPG Points Notes $1,500,000 to $3,000,000 <$1,500,000 Includes Net individual Room, Net F&B, Net Room Rental and Resources Consumed 110% to Goal 110% to Goal 110% to Goal Based on FY Individual 2013 Performance 2 Leads that Turned Definite or $25,000 in Definite Revenue Sent 2 Leads that Turned Definite or $25,000 in Definite Revenue Sent - Team HOT Gatekeeper 2 Leads that Turned Definite or $25,000 in Definite Revenue Sent NBD Gatekeeper 90% of NBD Goal 90% of NBD Goal 90% of NBD Goal - 90% Property GOR 90% Property GOR 90% Property GOR Gross Operating Revenue will be added across properties to determine a single GOR Revenue Achievement % to Goal GOR Gatekeeper Strategic Sales Analysis & Business Insights 20 Metro Market Position Transient Sales Manager / Account Director / Sales Specialist – Leisure & BT Incentive Plan #17 Qualifying Criteria Global Incentive Trip NA Incentive Trip $4,000,000 + SPG Points Notes $1,300,000 to $4,000,000 <$1,300,000 Includes Net individual Room, Net F&B, Net Room Rental and Resources Consumed 115% to Goal 115% to Goal 115% to Goal Based on FY individual 2013 Performance 2 Leads that Turned Definite or $15,000 in Definite Revenue Sent 2 Leads that Turned Definite or $15,000 in Definite Revenue Sent 2 Leads that Turned Definite or $15,000 in Definite Revenue Sent Transient Team Hot Leads must have a Minimum of $2,500 in Consumed Revenue 90% of NBD Goal 90% of NBD Goal 90% of NBD Goal - 90% Property GOR 90% Property GOR 90% Property GOR Gross Operating Revenue will be added across properties to determine a single GOR Revenue Achievement % to Goal Team HOT Gatekeeper NBD Gatekeeper GOR Gatekeeper Strategic Sales Analysis & Business Insights 21 NA Divisional Sales Divisional Leader Plan Director of Sales Qualifying Criteria Global Incentive Trip NA Incentive Trip Notes $25,000,000 + $25,000,000 + - 110% to Goal 110% to Goal Team Room Revenue Goal 90% Property GOR 90% Property GOR Budgeted GOR Achievement 90% to Goal 90% to Goal - Revenue Achievement % to Goal GOR Gatekeeper Team New Revenue Goal Strategic Sales Analysis & Business Insights 23 Divisional Seller Plan Divisional Account Manager Business Development Qualifying Criteria Global Incentive Trip NA Incentive Trip Notes $2,600,000 + $2,600,000 + - 120% to Goal 120% to Goal Individual Revenue Goal 90% Property GOR 90% Property GOR Budgeted GOR Achievement Revenue Achievement % to Goal GOR Gatekeeper Strategic Sales Analysis & Business Insights 24 Divisional Seller Plan – Group or Group / BT Associate Director of Sales / Account Director / Account Manager Qualifying Criteria Global Incentive Trip NA Incentive Trip Notes $10,000,000 + $10,000,000 + - 120% to Goal 120% to Goal Revenue Achievement % to Goal GOR Gatekeeper Individual Revenue Goal Goals for Group/BT sellers have to be weighted 70% or more to transient 90% Property GOR 90% Property GOR 90% to Goal 90% to Goal Budgeted GOR Achievement - Individual New Revenue Goal Strategic Sales Analysis & Business Insights 25 Divisional Seller Plan – BT, BT/Group, Airline or Leisure Associate Director of Sales / Account Director / Account Manager Qualifying Criteria Global Incentive Trip NA Incentive Trip Notes $15,000,000 + $15,000,000 + - 110% to Goal 110% to Goal Revenue Achievement % to Goal GOR Gatekeeper Individual Revenue Goal Goals for Group/BT sellers have to be weighted 70% or more to transient 90% Property GOR 90% Property GOR Budgeted GOR Achievement 90% to Goal 90% to Goal - Individual New Revenue Goal Strategic Sales Analysis & Business Insights 26 Divisional Seller Plan – Group or Leisure Sales Specialist , B2B Accounts Qualifying Criteria Global Incentive Trip NA Incentive Trip Notes $4,000,000 + $4,000,000 + - 120% to Goal 120% to Goal Individual Revenue Goal 90% Property GOR 90% Property GOR Budgeted GOR Achievement 90% to Goal 90% to Goal - Revenue Achievement % to Goal GOR Gatekeeper Individual new revenue Strategic Sales Analysis & Business Insights 27 Divisional Seller Plan – BT Sales Specialist , B2B Accounts Qualifying Criteria Global Incentive Trip NA Incentive Trip Notes $15,000,000 + $15,000,000 + - 110% to Goal 110% to Goal Individual Revenue Goal 90% Property GOR 90% Property GOR Budgeted GOR Achievement 90% to Goal 90% to Goal - Revenue Achievement % to Goal GOR Gatekeeper Individual new revenue Strategic Sales Analysis & Business Insights 28 Field Marketing & Revenue Management Field Marketing Positions Includes Manager of Field Marketing, Senior Manager of Field Marketing, and Director of Field Marketing Qualifying Criteria Annual Revenue Goal Field Marketing Group Goal NA Incentive Trip Notes 105% or Greater - 105% or Greater - 4.2 or Greater - Team Client Service Score Notes: • Trip winners must be within the top 15% of all eligible Field Marketing Directors, Sr. Managers and Managers. No more than 25% of Managers and Sr. Managers from a single team can qualify. • Winners must receive a PMP rating of “B” or “A” • Field Marketing associates must be in the position for at least 9 months to be considered eligible Strategic Sales Analysis & Business Insights 30 Revenue Management Positions Includes Director of Revenue Management and MM Revenue Management Leaders Qualifying Criteria GOR Gatekeeper RPIPC Minimum GOP NA Incentive Trip Notes 90% of Property GOR - Target or Greater - Minimum of 105% of Budget - Notes: • Trip winners will be the top 20% of all eligible Property DORMs and MM DORMS Strategic Sales Analysis & Business Insights 31 Appendix Incentive Trip FAQs • What if I changed roles in the middle of the year? A seller can still qualify for the trip as long as they have 9 months of goals and actuals. The goals and actuals from all of the plans will be combined. If on the same plan (i.e. Joe Smith moves from the Westin Diplomat on a Plan 2 Group to the Westin Charlotte on a Plan 2 Group) the goals and actuals are combined. If the plans are different (i.e. Sally Seller moves from the Westin Diplomat on Plan 3 Catering to the Westin Charlotte on a Plan 2 Group) they will be calculated separately and then combined with the criteria used for the plan with the highest weighting of revenue and time on plan. (i.e. Sally is on Plan 3 from January-March and Plan 2 from May-December. Plan 2 criteria will be used) • I sent a team hot on December 15, 2013 and it turned definite on January 2, 2014 - will I get credit for it towards my trip criteria? All team hot leads must be definite by December 31, 2013 in order to receive credit for the 2013 incentive trips. All team hot leads must have a minimum of $2,500 in definite revenue to qualify. Transient leads must have $2,500 in definite consumed revenue to count towards the trip. • If a seller moves mid year and qualifies which property should pay for the trip? The cost will be split between the two- if the seller is with Property A from January-April and Property B from MayDecember and the trip costs $5,000: Cost to Property A 3/12= 25% * $5,000= $1,250 Cost to Property B 8/12= 75% * $5,000= $3,750 Incentive Trip FAQs • What if I was on more than one SIP plan in 2013? A seller can still qualify for the trip on two plans, as long they have 9 months of goal and actual. The two plans goal and actual will be combined to get a full year achievement %. If the seller has more than 6 months on one plan, the criteria for that plan will be used. If the seller is on two plans for the full year, the plan with the most % of the seller’s goal will be used to determine trip criteria. Example 1 John works at the Westin Detroit as a Sales Manager assigned to Plan 2 from January-April and then is promoted to a Catering Sales Manager role and is on Plan 3 from May-December. John has a full year of goal and actual which will be combined, and the criteria for Plan 3 will be used to determine if he qualifies for the trip Example 2 Sue works at the Sheraton San Francisco and has group and catering goals and actuals on Plan 2 and Plan 3 for the full year. Plan 2 Actual = $1,025,000, Goal = $900,000. Plan 3 Actual = $325,000, Goal = $300,000 Total Full Year Actuals $1,350,000, Total Full Year Goal $1,200,000 Full Year % to Goal = 112.5% Because the bulk of Sue’s goal and actual are on Plan 2 we would use the Criteria for Plan 2. The % goal gatekeeper is 120% so Sue would not make one of the 2013 trips. Incentive Trip FAQs • What if I am not able to attend the trip? We encourage everyone who qualifies to attend the qualifying incentive trip to celebrate your success in 2013, however we do know that emergencies happen. Points in lieu of the trip are not an option for the 2014 trips, except in the case of (immediate) family or medical emergencies. These exceptions must be approved by your Regional Sales VP in order to award points in lieu of the incentive trip. For sellers with approval for points in lieu of trip, they will be awarded as follows. For the Global Trip in Bali 145,000 points and 6 PTO days will be awarded, and for the NA Trip in St. Maarten 135,000 points and 4 PTO days will be awarded. Sellers must submit points in lieu of trip form by May 30, 2014. • What if I decline the trip? If you decide to decline the trip, there is no SPG point option and PTO days will not be awarded . • What if I have children at home is child care while on the trip included? Childcare is not included in your trip expenses. You will need to arrange this on your own. • What if I have a medical emergency and can’t attend the trip? If you have a medical emergency (personal or immediate family) that prohibits you from attending, you will be required to complete an exception form. The form will be available during the registration process and will require approval by your VP and Mary Casey. Approved exceptions will receive SPG points and 4 PTO days. . Incentive Trip FAQs . • Are my incidentals at the hotel covered while I am on the trip? Incidental spend at the property is not included in your trip. All trip activities and meals are covered, but anything off the itinerary is a personal expense. This includes room service, internet service in room, and in room movies. You must use a personal credit card at check in to cover your incidental charges. • Can I expense my cab ride to and from the Airport I will be departing from? Travel to and from the airport you will be departing from be can expensed. However, in the event your guest is traveling from a different location, your guest expenses to and from the airport will not be covered. . Terms & Conditions . Starwood reserves the right to modify or cancel the incentive trip at any time for any reason. Upon any changes to the trip location or trip eligibility criteria, all participants will be notified accordingly. . If you have further questions please email: Sales.Admin@starwoodhotels.com .