Template

Annual Quota Setting Prelaunch Checklist

Summary

Getting quota setting right at the start of the year is critical — because quotas define not just targets, but credibility, motivation, and resource allocation for the entire sales organization. When quotas are perceived as unrealistic or inconsistent, they quickly erode trust and drive disengagement, sandbagging, or excessive discounting. A prelaunch checklist provides a comprehensive range of criteria for reviewing and assessing the readiness of annual sales quota setting before launch. This checklist template is designed to enable those with ownership of the quota-setting process to assess the readiness of quotas for launch to the wider sales organization.

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