Tools & Templates

LMS Download: Effectively Resolve Conflicts

This interactive eLearning module targets core principles of conflict resolution for people managers. It is intended to interact seamlessly with your organization's...

Role Plays: Equip Managers to Adopt Inclusive Leadership Behaviors

Use these role play scenarios during manager training on inclusive leadership behaviors to give managers the opportunity to put their learning into action.

Performance Improvement Plan Template

Use this template to help managers organize the process, document the employees' action plan, and track their progress.

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,...
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