DIY Training Toolkit
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Identify one issue

Choose one key performance-related issue to focus on

Start by listing 2-3 key performance-related issues your organization needs to address, select
the
one
issue you think the training session can tackle, then develop a clear vision for what you want the training to achieve.

SiNing’s Pro Tips


Performance Issue and Goals Worksheet
1
Select Issue
Expand View
Performance Issue
Performance Goal
Reasons For
Reasons Against
Priority
1
Account Executives are struggling to close accounts, thus falling short on quarterly sales targets.
Account Executives close 30% of their sales qualified leads.
The companies ARR is directly tied to our quarterly sales.
...

We should invest in retention before we bring in more new customers
...

2
We’re currently losing customers on the bottom of the funnel due to recent customer support inefficiencies.
Describe outcomes...
Why a priority now
...

Why it can wait
...

3
Issue 3
Describe outcomes...
Why a priority now
...

Why it can wait
...

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