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Home
Membership
How We Deliver
- - Executive Services
  - HR Diagnostic Surveys
  - Guided Implementations
  - Workshops
  - Training Programs
  - HR Research
  - All Services
Browse Member Site
Careers

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Work Environment - Tools & Templates

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LMS Download: Activate Networks to Enable Collaboration This interactive eLearning module explains network activation, allowing managers to connect employees who can share knowledge and experience. This LMS Download is intended...
Sales Management Cadence Template Use this template to help managers establish a regular cadence of critical interactions with their sales team members that meets the unique requirements of your business.
Sales Management Cadence Tool Use this tool to document your sales management responsibilities and assess your time commitment.
Sales Manager Action Plan Template Use this template to work through next steps and improvement plans with training participants.
Remote Sales Team Communication Plan Template Use this template in conjunction with McLean & Company’s Effectively Manage Remote Sales Teams manager training deck.
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...
Role Plays: Effectively Manage Remote Sales Teams 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...