The Ultimate Corporate Gifting Campaign Checklist

Here’s our ultimate comprehensive Corporate Gifting Campaign Checklist to help you plan and execute a successful campaign:

Corporate Gifting Campaign Checklist

1. Define Objectives & Budget

✅ Identify the purpose (e.g., client appreciation, employee recognition, holiday gifts)
✅ Set a clear budget per recipient and overall campaign cost
✅ Determine key performance indicators (KPIs)

2. Identify the Recipients

✅ Segment recipients (clients, employees, partners, VIPs, etc.)
✅ Collect and verify recipient details (name, address, preferences, etc.)
✅ Ensure compliance with corporate policies and tax regulations

3. Select the Gifts

✅ Choose gifts that align with brand values and recipient preferences
✅ Consider personalization options (engraving, name tags, handwritten notes)
✅ Ensure ethical sourcing and sustainability where possible
✅ Check for any industry-specific restrictions on gifting

4. Branding & Customization

✅ Include company logo or branding where appropriate
✅ Design custom packaging or gift wrapping
✅ Add a personalized message or thank-you note

5. Logistics & Distribution

✅ Choose a reliable vendor or supplier
✅ Confirm production timelines and order early
✅ Determine the best shipping method (local, international, eco-friendly)
✅ Verify recipient addresses before shipping
✅ Track shipments and confirm deliveries

6. Communication & Follow-Up

✅ Send a pre-gifting announcement if necessary
✅ Follow up with recipients to confirm receipt and satisfaction
✅ Gather feedback for future improvements
✅ Share the campaign results with stakeholders

7. Compliance & Reporting

✅ Document all expenses for accounting purposes
✅ Ensure compliance with tax laws and gift policies
✅ Analyze the impact and effectiveness of the campaign