Category: Job Aids Tools

Instructor-Led Training Program Evaluation Form

This template evaluates the effectiveness and delivery of instructor-led training programs. This tool allows participants to provide helpful, articulate feedback on the performance of the instructor(s), as well as the quality of the content.You can view and fill out this template in Adobe Acrobat.

Instructor-Led Training (ILT) Program Evaluation Form

This template evaluates the effectiveness and delivery of instructor-led training programs. It allows participants to provide helpful, articulate feedback on the performance of the instructor(s), as well as the quality of the content.This is a PDF form. You fill out this template with Adobe Acrobat.

Group Mentoring Topics

An Infoline job aid, “Group Mentoring Topics.” Jump-start group mentoring with these templates, which provide a framework for collaboration and a foundation for learning conversations.

Ground Floor Leader Interview Guide

How will you use your people to achieve organizational objectives? Keep your people vision in mind as you get to know your candidates. Use this job aid to prepare before, during, and after the interview process.

Forecasting Worksheet and Pipeline Action Plan

Your team can use this worksheet to 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 your team make educated estimates of the revenue they can expect to generate in a given period of performance given the status of their pipeline.This tool contains a PDF form. You can edit the worksheet in Adobe Acrobat.

Effective Sales Coaching Questions

Adapted from Premeditated Selling, this job aid contains a list of questions that your salespeople may not be given any consideration to and will help them avoid painful surprises from their clients. They are broken down by the critical elements found in a smart strategic opportunity plan.Questions like these require some time to prepare, and should not be used randomly or haphazardly. They should be used only when preparing for a high impact strategic opportunity planning meeting about one of…

Coaching Plan for Business Impact

In this TD at Work job aid, “Coaching Plan for Business Impact,” learn how to set professional goals for a coaching program that align to business goals.

Annual Sales Planning Worksheet

Your team can use this worksheet to help them visualize different performance scenarios and plan accordingly based on their compensation plan, sales pipeline, and past performance. This tool contains a PDF form. You can edit the worksheet in Adobe Acrobat.

Competency-Based Sales Onboarding Plan Template

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.