Bonus eligibility policy
Purpose: Define how delivery-performance bonuses are determined, paid, and disputed for CSOs and SLs at Brainforge.
For the actual scorecard, KPIs, excellence standards, and bonus band math, go to:
This policy governs the process and rules of bonus determination. It does not redefine KPI math.
Finance and Head of Delivery (HoD) execute payouts according to these rules.
Principles
- Floor is non-negotiable. Consistently missing floor KPIs is a performance issue, not a bonus eligibility issue. There is no bonus conversation until floor is stable.
- Bonus is earned, not assumed. The absence of a problem is not a qualification. Excellence is demonstrated, not inferred.
- Evidence-based, not manager-discretion. Every bonus determination references a specific KPI, evidence source, and period. “I feel like they did a good job” is not evidence.
- Calibration window. New KPIs have a 2-week calibration window from the go-live date. No miss in the calibration window counts against eligibility.
- ICs are assessed differently. ICs do not receive the CSO/SL variable delivery-performance bonus. IC performance drives role growth, comp review, and program-based bonuses.
Who is eligible for what
| Role | Delivery-performance bonus | Other bonus participation |
|---|---|---|
| CSO | Yes — 4 CSO BAU KPIs + impact triggers | Sales / renewal / expansion programs where credited |
| SL | Yes — 4 SL BAU KPIs + impact triggers | Sales / offer / playbook / upsell programs where credited |
| IC | No separate variable delivery-performance bonus | Sales, referrals, SOP bonuses, upsell-credit programs, comp review tied to expanded scope |
| PM-focused IC | No separate variable delivery-performance bonus | Same as IC. Linear hygiene work is recognized as expanded scope, not auto-applied to CSO/SL bonus model |
How BAU OKRs gate bonus eligibility
For CSO and SL:
- All 4 role KPIs must be at floor for the period to be eligible for any Q3 bonus.
- KPIs and thresholds are defined in the Delivery Performance One-Pager.
- Support BAU misses (Delivery Ops, L&D, People Ops) are still required for operating health, but do not independently override the CSO/SL bonus gate.
Q2 2026 — Foundation period
Q2 is a floor-stabilization period. No CSO/SL delivery-performance bonus is paid in Q2.
The Q2 goal is to establish a defensible operating floor across all bonus-eligible roles. Q3 bonus access requires clean Q2 floor performance.
Floor miss handling (Q2)
- Miss documented in weekly operating review
- HoD initiates corrective conversation within 1 week
- Second miss on the same KPI within 60 days = formal performance note + Q3 bonus ineligibility for that quarter
Q3 2026 — Bonus bands and impact triggers
Available only to CSOs and SLs who hit all 4 of their role’s BAU KPIs at floor for Q2.
Bonus band math
| Band | Requirement |
|---|---|
| 25% | Floor gate met + quarter excellence-achieved on 3 of 4 role KPIs |
| 50% | Floor gate met + quarter excellence-achieved on all 4 role KPIs |
Excellence thresholds and weekly scoring rubric are defined in the Delivery Performance One-Pager. Quarter excellence-achieved means: floor met in all eligible weeks and excellence met in >= 75% of eligible weeks for that KPI.
Impact triggers (additive)
CSO — up to 2 per quarter:
| Trigger | Evidence required |
|---|---|
| Expansion closed | SOW amendment or new SOW signed; CSO credited in deal notes |
| Renewal secured early | Contract renewal dated ≥ 30 days before expiry |
SL — up to 3 per quarter:
| Trigger | Evidence required |
|---|---|
| Playbook impact | CSO confirms playbook used on account + materially improved delivery quality or speed |
| Offer co-creation | SL co-created offer closes ≥ $25K deal; SL credited in deal notes |
IC growth and sales-bonus participation
ICs who consistently execute well may become eligible for:
- SL role consideration
- Increased account responsibility
- Compensation review tied to expanded scope
- Sales, referral, SOP, or upsell bonus programs where credited
Bonus determination process
Timeline
| Step | Owner | When |
|---|---|---|
| KPI data pulled from evidence sources | HoD or designated ops | Week 1 of new quarter |
| Draft eligibility list prepared | HoD | Week 1 of new quarter |
| Review with each eligible CSO/SL | HoD | Week 2 of new quarter |
| Disputes submitted | Individual | Within 5 business days of review meeting |
| Dispute reviewed | HoD + Founders | Within 5 business days of submission |
| Final determination communicated | HoD | End of week 3 |
| Payout processed | Finance | Per payroll cycle following determination |
Dispute process
An individual may dispute a KPI assessment if:
- The evidence source was inaccurate or incomplete
- A miss was caused by a documented external dependency outside their control
- The measurement period included the calibration window (first 2 weeks post go-live)
Disputes must be submitted in writing with: the KPI in question, the claimed evidence, and the specific counter-argument. Narrative alone (“I worked hard”) is not a basis for dispute.
Proration
For CSOs and SLs who held a bonus-eligible role for less than the full quarter:
- < 4 weeks in role: not eligible for that quarter
- 4–8 weeks in role: floor assessment only; no excellence bonus available
-
8 weeks in role: full eligibility applies
Combined CSO/SL roles
For accounts where one person holds both CSO and SL:
- Both CSO and SL KPIs apply
- Excellence bonus is available for both tracks independently
- Floor miss in either track is assessed separately
- HoD documents combined-role risk at quarter start and reviews whether role split is warranted before Q3 assessment begins
What this policy does not cover
- Base compensation adjustments (separate HR process)
- Performance improvement plans (see HoD guidance)
- Founder-level discretionary bonuses outside this framework
- Partner, referral, SOP, upsell, or revenue-share arrangements
- IC sales-bonus programs (those operate under their own programs)
Related
- Delivery Performance One-Pager
- Delivery Performance Framework — Overview
- Delivery KPI dictionary
- Delivery leadership operating guide
- Weekly delivery operating review
- Pairing health and reassignment framework
Last updated: 2026-04-28