Work Environment - Tools & Templates

Remote Sales Team Questionnaire

Managers will use this questionnaire to gather feedback from team members about leadership preferences, work-life expectations, and their perspectives of time.

Sales Activity Matrix Tool

Use this tool in conjunction with the Effectively Manage Remote Sales Teams manager training deck. Managers can use it to set clear expectations of team members' sales...

Remote Sales Team Charter Template

This template should be used to create a charter for your team. The charter formally outlines details including the team’s objectives, team membership, team ground rules,...

Sample Rules of Engagement Handbook

This handbook will provide you with a set of fundamental Sales processes – rules of engagement – that help to ensure fair dealing among your Sales employees, both onsite...

Effectively Manage Remote Sales Teams Training Role Play Activity

Use this template in conjunction with McLean & Company’s Effectively Manage Remote Sales Teams manager training deck to role play scenarios between a manager and a remote...

Effectively Manage Remote Sales Teams Training Session Knowledge Quiz

Use this quiz to assess the comprehension of core content from the Effectively Manage Remote Sales Teams training deck.

Effectively Manage Remote Sales Teams Training Session Feedback Form

Use this evaluation form to gather participant feedback on training at the conclusion of the session in order to improve content and facilitation of future sessions.

Manage C-Suite Conflict and Increase Collaboration Executive Briefing

​This executive briefing consists of a high-level overview of the importance of managing C-suite conflict and increasing collaboration.

HR Stakeholder Profile Template

Before reaching out to the C-suite, refresh your understanding of their interactions, power dynamics, and the relationship you have with each of them.

C-Suite Collaboration Assessment Questionnaire

The C-Suite Collaboration Assessment Questionnaire will enable you to compare opinions across the C-suite, uncovering the root of the conflict and establishing a clear...
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