Survey-palooza! Take some time to create industry data - 12 March 2010

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Survey-palooza!  Take some time to create industry data



One of the issues I always find difficult in our industry is the tiny amount of evidence-based information we have available.  We are often faced with theories andconjecture, rather than cold, hard facts.




There are several equity compensation surveys currently open and awaiting your response

.   Each of these surveys is also listed as a Discussion in the “Surveys and Market Data” forum on the ECE site. I know we are all swamped with “real” work, but please take some time over the next few weeks to respond to some, or all, of the surveys below.  Please use the Discussion forum to list any comments that may help other ECE members prepare or may assist the survey provider making improvements for 2011.




I have ordered these by the level of effort or time I
believe it will take to complete them.






State Mobility Survey – Rutlen Associates (closes April 30, 2010)






Level: Basic and quick

http://www.surveymonkey.com/s/rutlen

How are you reporting equity awards when an employee moves from state to state?  If you are like most companies, you know this is an issue – but you haven’t paid much attention to it.









Equity Compensation and LTI Practices Survey – Culpepper (closes March 21, 2010)



Level:  Medium




http://www.culpepper.com/ss/wsb.dll/s/5g51        




The Culpepper Equity Compensation and LTI
Practices Survey
focuses on current trends and practices of equity compensation and long-term incentive plans, restricted stock shares/units,performance-based shares/units, SARs, phantom stock, and employee stock purchase plans. Topics covered include recent and planned changes to LTI plans, eligibility by job level, stock ownership guidelines, frequency of grant cycles, vesting, performance measures, risk assessment, and clawback provisions.


 




2010 Domestic StockPlan Design Survey – NASPP, Deloitte and CEPI (closes April 9, 2010)




Level: Detailed and Comprehensive




http://www.naspp.com/nonMember/2010_domestic_survey.htm



The NASPP’s Stock Plan Design and
Administration Survey
is the industry’s most comprehensive surveys on all aspects of stock plan design and administration, consisting of two primary surveys: the Domestic Survey which covers stock compensation offered to U.S. employees and the International Survey, which covers stock compensation offered to non-U.S. employees. The 2007 Domestic Survey, which was over 125 pages in length and had over 400 participants, covered eligibility and participation; share usage, overhang, and burn rates; grant terms and conditions; administrative practices; insider trading compliance; ownership guidelines; director plans; and employee education.


 





Global Stock Plan Administration Survey – Buck and Global Shares - 1 April, 2010

Level: Quick and Easy (approximately 15 minutes)






https://www.bucksurveys.info/se.ashx?s=23B685E53C55FD25

For the past few years, Buck Consultants and Global Shares have conducted a survey of stock plan professionals responsible for the operation of their company’s employee stock plan. This survey is designed to provide insight into how companies administer their various stock plans, including outsourcing issues, the plan’s cost to the company, and the software used. In order to get a well-rounded look at the situation, the survey also considers such issues as number of people supporting the administration of the plan(s) as well as the impact of plan responsibilities on the administrator. The survey results will be distributed electronically to all participants in May 2010.


 


 

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Dan Walter
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