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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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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...
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.
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...
Collaboration and Networking Self-Assessment Use this self-assessment tool to gauge the participants' comfort level with network activation prior to training and the behavior change achieved after completion of training.
Employee Experience Workbook Use this tool to analyze data and begin the process of developing the key area(s) of focus for the employee experience initiative.
Discovery Interview Guide Use this guide to find interviewing tips and sample questions that can be used during discovery interviews to gain employee perspectives.