COACHING FROM THE SAME PLAYBOOK
SALES MANAGER TRAINING PROGRAM
THE LEARNING PRODUCT
MONTHLY PROCESS COMPLIANCE eLEARNING
At Company X, sales managers and franchise trainers work remotely in the field and work variable hours. In order to sustain compliance and gain buy-in to the program, the solution needed to be flexible and on-demand.
This monthly module-based eLearning program allows the sales team to keep apprised of process and policy changes while also building an accountability structure for adherence to the business system.
SNAPSHOTS OF THE PROGRAM
SAMPLE COURSE MODULE TOPICS
SAMPLE MATERIALS
DATE
JANUARY 2021
STAKEHOLDERS
DISTRICT SALES MANAGERS, FRANCHISEE TRAINERS, FRANCHISEES, SENIOR LEADERSHIP
DECISION
eLEARNING MONTHLY COMPLIANCE TRAINING PROGRAM
ENGAGEMENT TOOL
THE STORY
THE CHALLENGE
CONTEXT
This franchise organization has 1,900 franchisees across the US, Canada, and Puerto Rico. The field sales team supports franchisees with about 100 business managers and 20 field trainers.
Business practices were not uniform across the organization, and franchisees were not receiving consistent messages and coaching in regard to business processes, money management, sales strategies.
With inconsistencies abound from sales management and training, franchisee success was at risk.
WATCHOUT
A training solution could help align the field, but a needs assessment was conducted. The results determined that training could solve knowledge gaps and promote transparency around best practices, but performance dynamics and communication gaps were also at play.
NEEDS ASSESSMENT
The needs assessment revealed that
Few sales managers and trainers had the same onboarding training experience.
As the organization targeted streamlined processes and grew product lines, there was no training funnel in place to teach the sales team about changes to processes or products.
THE SOLUTION
BUSINESS SYSTEM COMPLIANCE eLEARNING PROGRAM
A module-based eLearning training program would
align the sales team members on the business system fundamentals
demonstrate the value of each fundamental (in time and money concepts)
foster an exchange of best practices among the learning community
TRAINING PROGRAM FEATURES
12 modules per year
one topic each month
micro-learning for on-the-go team members
Repository of training materials and standard procedures
Frequent knowledge checks
Discussion boards
Gamification
Leaderboard for engagement
TOOLS
Microsoft Office
Prezi
Microsoft Forms
Blackboard (LMS)
LinkedIn Learning
Training Playbook
Expert panelists podcast
Infographics
Digital promotions organizers
THE RESULTS
REACTION
By the end of the first year, the program had achieved 97% on-time completion, signifying strong engagement.
LEARNING
Closed some topic knowledge gaps by as much as 40%
Average knowledge gap improvement was 28% across all modules
BEHAVIOR
This program initiated a culture change. At first, there was some resistance to the additional burden eLearning placed on workloads, but as the program continued, sales managers and trainers became more confident in their strategies. and demonstrated improved performance.
RESULTS
Performance review meetings of sales managers and trainers became more structured as a result of the focus imparted by the standards trained in the program.
Franchisees benefited from receiving a more consistent message from sale leaders, increasing their buy-in to processes.