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Competency-Based Individual Development Plan (IDP) Template for Sales

December 01, 2016 | Tool

This tool is designed to be used for roles within the sales ecosystem (sales force, sales management and leadership, or sales enablement) and meant to be completed with the help of Success in Selling: Developing a World-Class Sales Ecosystem (ATD 2015).

Sequencing a Social Selling Tactical Execution

May 03, 2016 | Tool

Adapted from The Art of Modern Sales Management, this tool outlines the tactics you can sequentially execute to establish, manage, and sustain an effective social selling strategy.

Competency-Based Proficiency Target Worksheet

April 04, 2016 | Tool

This Excel worksheet* will allow you to prioritize specific knowledge areas and skills for development initiatives based on organizational priorities and business objectives. You can also leverage this worksheet to set/adjust proficiency expectations by role level. The proficiency expectations you set here should be used as benchmarks for competency gap assessments.

* Based on the New ATD World-Class Sales Competency Model and was adapted from Success in Selling


Sales Coaching Process Job Aid

February 01, 2016 | Tool

Follow this step-by-step process to coach your sales staff. The sales coaching process works as a cycle, so keep checking in on your salespeople and observing their performance. Once the cycle is complete, begin the process again.

Competency-Based Sales Onboarding Plan

January 06, 2016 | Tool

Based on the new ATD World-Class Sales Competency Model, this is an adaptation of the template developed by Robby Halford as the blueprint for a new competency-based sales onboarding program at his organization. Simply download this Excel template and begin creating a plan to get your sales reps ramped up fast.

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