Strategic Training Plan for Improving Sales Performance
TABLE OF CONTENTS Page
INTRODUCTION 3
BODY 3
Executive Summary 3
Current State 4
Future State 4
Design, Development and Delivery 5
Resources 7 Financial Aspect 7
Risk and Dependencies 7
CONCLUSION 8
REFERENCES 9
PRESENTATION OF PLAN 10
EXAMPLE THEME 10
Introduction
The purpose of this training plan is to enhance sales performance among our teller team. Tellers have participated in sales classes and workshops’ designed to provide them with product knowledge and proper sales techniques. Team building exercises have reinforced the need to work together to achieve sales goals. However, after a period of time the tellers seem to become settled into a sales routine and become bored at the prospect of having sales goals assigned to them by the company. In order to reach our goal as a company and individually it is important to become creative and develop new ways to encourage growth in this area.
EXECUTIVE SUMMARY
The main goal of this plan is to ensure that managers are able to encourage and lead their teller team to meet the required sales goals set forth by the company, Wells Fargo Bank. This training program will provide managers with new ideas and knowledge on how to motivate their team to success. This training will also benefit the organization as a whole and create a strong team building experience. When implemented correctly this can be a powerful tool that can lead to greater employee confidence and stronger communication between team members.
In order to accomplish this task, managers will receive hands-on training with guidance and direction from skilled trainers through a series of classes prepared quarterly. Trainers will conduct these classes and help managers develop alternative ideas to help guide through the sales process. Tellers will receive
INTRODUCTION 3
BODY 3
Executive Summary 3
Current State 4
Future State 4
Design, Development and Delivery 5
Resources 7 Financial Aspect 7
Risk and Dependencies 7
CONCLUSION 8
REFERENCES 9
PRESENTATION OF PLAN 10
EXAMPLE THEME 10
Introduction
The purpose of this training plan is to enhance sales performance among our teller team. Tellers have participated in sales classes and workshops’ designed to provide them with product knowledge and proper sales techniques. Team building exercises have reinforced the need to work together to achieve sales goals. However, after a period of time the tellers seem to become settled into a sales routine and become bored at the prospect of having sales goals assigned to them by the company. In order to reach our goal as a company and individually it is important to become creative and develop new ways to encourage growth in this area.
EXECUTIVE SUMMARY
The main goal of this plan is to ensure that managers are able to encourage and lead their teller team to meet the required sales goals set forth by the company, Wells Fargo Bank. This training program will provide managers with new ideas and knowledge on how to motivate their team to success. This training will also benefit the organization as a whole and create a strong team building experience. When implemented correctly this can be a powerful tool that can lead to greater employee confidence and stronger communication between team members.
In order to accomplish this task, managers will receive hands-on training with guidance and direction from skilled trainers through a series of classes prepared quarterly. Trainers will conduct these classes and help managers develop alternative ideas to help guide through the sales process. Tellers will receive
References: Sales and Service Handbook. San Francisco, CA: Wells Fargo & Company, 2004. "Intranet Portal." Wells Fargo Intranet. Wells Fargo. 8 Oct 2006 <http:// www.wellsfargo.com/intranet/teamworks>. Fry, PH.D, Fred L., Charles R. Stoner, PH.D, and Laurence G Weinzimmer, PH.D. Strategic Planning for Small Business Made Easy. Madison, Wisconsin: CWL Publishing Enterprises, Inc, 2005. Singer, Blair. The ABC 's of Building A Business Team That Wins. New York, NY: Warner Books, 2004. Swenson, Craig. Tools for Teams. Boston, MA: Pearson Custom Publishing, 2000. Kaye, Beverly, and Sharon Jordan-Evans. Love 'Em or Lose 'Em: 26 Engagement Strategies That Work. 2nd ed. San Francisco, CA: Berrett-Koehler Publishing, Inc, 2002.