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LIMRA公司 高级经理培训课程全套1landscape pages
PAGE
Increasing Contest Benefits
Activities
Time Needed
Materials Needed
People Involved
Before Contest
Start of Contest
During Contest
Contest Follow-up
Supervisory Methods
Sales Representatives
Methods Monitoring Frequency*
Records
Field Observation
Supervisory Interview
Comments
*A = Weekly; B = Monthly; C = Quarterly; D = Semiannually; E = Annually
PAGE
Supervisory Methods
Sales Representatives
Methods Monitoring Frequency*
Records
Field Observation
Supervisory Interview
Comments
*A = Weekly; B = Monthly; C = Quarterly; D = Semiannually; E = Annually
SAMPLE
Improving PerformanceSelf-Development Program
for
(Name)
(Use separate page for each objective)
ObjectiveIn the next six months, I want to:
StepsTo reach this objective, I must:
Completion DateI will complete thisstep by:
ResponsibilityThe people who will beinvolved in this step are:
Learn more about what
? Reproduce copies of the Outcomes chart
6/14
Secretary
motivates individual sales
(LIMRA’s permission granted)
representatives who
report to me
? Ask sales reps to rank outcomes in order of
6/21
Self, all sales reps
importance to them
? Complete a second copy of the Outcomes chart for
6/28
Self
e each sales rep as I think the person would rank them
? Schedule private interviews with sales reps to
8/30
Self, all sales reps
discuss the value of the outcomes to each person
? Develop personalized guidelines for supervising
10/11
Self
each sales rep based on individual values
? Schedule periodic follow-up interviews
Ongoing
Self
Improving PerformanceSelf-Development Program
for
(Name)
(Use separate page for each objective)
ObjectiveIn the next six months, I want to:
StepsTo reach this objective, I must:
Completion DateI will complete thisstep by:
ResponsibilityThe people who will beinvolved in this step are:
Sales Representatives’ Names
TOTAL:Add across rowfor field salesoffice ratingin each area.
I. Key Sales Activities
A. Prospecting
B. Needs analysis
C. Selling and
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