New Sales Enablement Worksheets and Assessments for ATD Members

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As a part of ATD’s commitment to delivering great content, we have developed a number of worksheets and assessment on a broad range of sales enablement topics. These and other resources are available to our members through the Sales Enablement Community Library. (See the sample below.)

As a part of ATD’s commitment to delivering great content, we have developed a number of worksheets and assessment on a broad range of sales enablement topics. These and other resources are available to our members through the Sales Enablement Community Library. (See the sample below.)

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To use any of these worksheets or assessments simply download the PDF file to your computer and complete the exercise electronically.

To use any of these worksheets or assessments simply download the PDF file to your computer and complete the exercise electronically. 

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Currently available

Currently available 

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  Sales Manager Skills Assessment

  Sales Manager Skills Assessment 

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Based on the ATD World-Class Sales Competency Model, this assessment is designed to provide sales managers with specific information regarding their strengths and development needs. The results will provide them with a focus for improving their future performance and serve as reinforcement for the things they are already doing well.

Based on the ATD World-Class Sales Competency Model, this assessment is designed to provide sales managers with specific information regarding their strengths and development needs. The results will provide them with a focus for improving their future performance and serve as reinforcement for the things they are already doing well.

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  Annual Sales Planning Worksheet

  Annual Sales Planning Worksheet

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Salespeople can use this worksheet to help them visualize different performance scenarios and plan accordingly based on their compensation plan, sales pipeline, and past performance.

Salespeople can use this worksheet to help them visualize different performance scenarios and plan accordingly based on their compensation plan, sales pipeline, and past performance. 

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  Forecasting and Pipeline Action Planning

  Forecasting and Pipeline Action Planning

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This worksheet is meant to help salespeople analyze the deals they have in play at each stage and their likelihood of closing, as well as to figure out the steps they need to take in order to hit their quota. This worksheet will also help salespeople make educated estimates of the revenue they can expect to generate in a given period of performance given the status of their pipeline.

This worksheet is meant to help salespeople analyze the deals they have in play at each stage and their likelihood of closing, as well as to figure out the steps they need to take in order to hit their quota. This worksheet will also help salespeople make educated estimates of the revenue they can expect to generate in a given period of performance given the status of their pipeline.

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Coming soon

Coming soon 

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  Sales Effectiveness Assessment

  Sales Effectiveness Assessment

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Evaluate your organization’s readiness for change and your current sales effectiveness status by leveraging the five levels of sales effectiveness from the ATD World-Class Sales Competency Model.

Evaluate your organization’s readiness for change and your current sales effectiveness status by leveraging the five levels of sales effectiveness from the ATD World-Class Sales Competency Model.

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If you have developed similar valuable resources and you’d like to share them with the Sales Enablement Community, email me at [email protected] .

If you have developed similar valuable resources and you’d like to share them with the Sales Enablement Community, email me at [email protected].