Developing a promotion that motivates, in a cost-effective manner, is a result of planning and research. Shift Happens believes that the following steps should be followed in the development of this, and every promotion.

• Review the available information. 
• Define the role of promotion in the total training mix. 
• Set measurable objectives for each promotional period. 
• Set promotion strategy for the promotional period. 
• Review objectives and strategies with upper management. 
• Determine promotional tactics, concepts, and budgets. 
• Establish methods for evaluating the promotion. 
• Submit the program plan as part of the total marketing program.
• Always confirm with HR and union leaders. 
• Prepare specific promotions. 
• Follow through.