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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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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: Reinforce Culture and Strategy With Recognition This interactive eLearning module describes the impact of recognition on behaviors the organization is seeking to emphasize and is intended to interact seamlessly with...
Learning in Action – Reinforce Culture and Strategy With Recognition Use this learning in action sheet to summarize key points from the Reinforce Culture and Strategy With Recognition LMS Download.
Role Plays: Equip Managers to Have Effective Performance Appraisal Discussions Use these role play scenarios during training on effective performance appraisal conversations to give managers the opportunity to put their learning into action.
Handbook: Equip Managers to Lead Through Change Use the participant handbook as a takeaway guide for training participants to reference during and after the Equip Managers to Lead Through Change training session.