To really measure the success of your mentorship program, you need data. Consider holding a lunch just for mentors or otherwise acknowledging them in a visible way. Although mentorship is great, there is a danger that junior employees can become overly dependent on mentor and fail to grow into their role. Unfortunately, many well-intentioned mentorship programs lack proper strategies and planning. Sample Sales Training Program Outline Word DOC. It’s easy for reps to get tied up with customers, but a weekly face-to-face should take place regardless of how busy either rep is. We use Tettra here at Drafted to keep the team updated on key wins and losses. This provides a repository of the program that people can tie their name to. Mentoring is basically present in different kinds of staff or professional development plan. You might ask senior employees to share their own positive experiences of mentorship. 2. Whether you are new to mentoring or an old hand, this tool kit will save you time and effort, because it contains materials and information you need to start or maintain a quality mentoring program. It involves two people who would have measurable outcomes that would benefit the person and the mentor in the company or organisation. Even if sales managers are assuming responsibility for the matchmaking process, they should try to create relationships that seem like a natural fit in terms of personality, career goals, and other factors. Find Your Executive Champion. Ask mentors where their mentees are currently falling short in the sales process or which types of questions they're hearing across the board. Create a transition process so that the mentee can become more and more independent as time goes on. New reps must “graduate” at some point, or they will never stop leaning on senior reps. By talking to a senior person outside of the organization, junior representatives can gain a broader perspective. We're committed to your privacy. You can use traditional metrics such as activity generated, deals closed, and account value to measure mentees’ progress. Week 1 Kayak: Establish safety rules and team mentality … Still, learning how to structure a mentorship program can be a delightful thing, so take note of the following: Step 1: Determine the Need for Mentoring. Discuss these options with your mentors and encourage them to work closely with their mentees to devise a program that works for both participants. In this session, get feedback about what goal is most important to the mentee. Free and premium plans, Content management system software. Mentors can push sales representatives to the edge of their comfort zone, leading them to develop new skills and adapt faster. MATCHING MENTORS AND MENTEES The matching of mentors and mentees is undertaken by the Mentoring Program Committee in each state. Matching mentors and mentees is a delicate business. Marketing automation software. The playbook should be assembled by the manager overseeing the program with the support and feedback of the first few participants. When creating any proposal, the first thing you want to cover is the value proposition i.e what’s in it for me/us?This value proposition serves to quickly and succinctly describes the purpose and benefits of the proposed activity.Speaking to the value proposition of mentoring is This free mentoring PowerPoint template design theme is a free simple and gray PowerPoint template design that you can download today for mentoring presentations in PowerPoint as well as other Microsoft PowerPoint presentations. • A mentor program can be formal or informal. The MICU’s program, which is designed to support interns as they transition to staff nurses, is informal and long-term. There is a compelling case for investing in a mentorship program for sales teams -- but if mismanaged it will be a chore instead of a fun learning experience. The following should be discussed and agreed upon by mentor and mentee. Plan to review the mentoring program and the work of the mentors and mentees regularly. Integrate goal-setting into the Mentorloop recruitment form Stay up to date with the latest marketing, sales, and service tips and news. Mentoring Program Application Form. At the end of the day, you want your reps to build relationships that will last their entire careers. Let everyone on the sales team know that you will be initiating a formal mentorship program and explain why you are doing so. Use Template. “What’s in it for me?” This answer needs to be clearly defined in the vetting process for pairing two reps together. hbspt.cta._relativeUrls=true;hbspt.cta.load(53, '62c06f07-1fcd-4ad0-9580-421ba0faf425', {}); Originally published Feb 21, 2017 6:30:00 AM, updated August 31 2017, 7 Steps to Establish a Successful Sales Mentorship Program, hire and keep great business development reps, Seven Sales Leaders on the Challenges They Overcame in 2020 & Their 2021 Predictions, How to Build a Buyer-First Mindset According to a LinkedIn Sales Manager, The 6 Key Traits Effective Sales Management Begins With, Pipeline development (new opportunities created, proposals), Revenue (deals closed, time to close, ACV). Positive Mentoring Program Outline: 8 week x 2 hour course with an hour debrief half way and on completion of course, 4 weeks kayaks and 4 weeks mountain bike training. The mentor might demonstrate new skills, observe the mentee and offer constructive feedback, role-play sales calls or other important interactions. Create a tangible playbook you can print out and stick to a calendar. that employees who receive mentorship tend to receive promotions and salary raises at higher rates than employees who go without mentorship. Research by our colleague Professor David Clutterbuck has shown that only 1 in 3 mentoring relationships are successful when no training is supplied for mentors or mentees. The new reps on your team should be excited to work with people capable of getting them ramped up quickly. Basically, your way forward will become more specified. Meet regularly with my mentor and maintain frequent communication. However, sessions can readily be split between 2-3 days. … For mentees, part of the onboarding process (or upon joining the program if currently employed) will … top mentoring researchers: Dr. Jean Rhodes of the University of Massachusetts, Boston, and Dr. David DuBois of the University of Illinois at Chicago. In this resource, we lay out a step-by-step plan for evaluating . • Conduct an orientation session. If the role is predominantly outbound, start with calling scripts, email templates, and competitive intelligence (as your reps will need to book appointments before product demos). If you don’t reward the senior rep financially, they tend to act more like a coach than a player, which leads to a slower deal time and less involvement in the negotiation (an area in which the new rep has the most to learn). It's crucial to have the manager involved in pairing the two employees. In addition, don’t assume new salespeople will understand your acronyms and how to use the technology available. The mentor role can even be part of your career ladders. Suggestions for informal meet-ups. A mentoring plan is a way to clarify and formalize a relationship between a mentor and mentee. MEC didn’t make the mentorship program a mandatory activity for … Here are the seven steps your sales organization needs to establish a successful sales mentorship program. Assess the mentors and the mentees to work out what impact the program has had on their work performance. How to Run a Successful Mentoring Program 9 1. As a mentee, I agree to do the following: 1. Sales managers should encourage their employees to seek external mentorship in addition to internal mentorship. The time necessary to become fully independent varies for every organization, so use a presentation or quarterly business review. Sales representatives can find external mentors by being professionally active and attending conferences. Identify which skills are needed on day one versus day 90, and write your playbook to fit. Feel free to share a story in the comments and pay it forward to a past mentor. ENSURE SENIOR MANAGEMENT BUY-IN Ask a senior member of staff and/or divisional heads to promote the program in company-wide emails or announcements. Know your key metrics before you implement a mentorship program so it’s clear if the investment is paying off. You can even assign mentors their own mentors. Share your background and ask the mentee to do the same. Mentors can push sales representatives to the edge of their comfort zone, leading them to, Mentors themselves benefit from a formalized program because they receive the opportunity to develop leadership skills and connect with more junior employees. Allow the relationship to evolve naturally. ... You can customize the template through a variety of tools and widgets, you can add more areas, change the existing ones, including your visual and informative content, change the colors, fonts, and background and either embed the form to your website or use it as a standalone form. One of the benefits of mentoring is that it is universal in terms of topic. However, sometimes it can be awkward to discuss sensitive matters with someone else higher on the corporate hierarchy. You’ll also be able to see if mentees are making progress through milestones like the moment where the new rep goes from asking questions to answering them. This is a work in progress but should become a fixed asset after the first few iterations. You may unsubscribe from these communications at any time. This contract will help each mentee/mentor pair: • Establish communication expectations • Identify goals for this mentoring relationship • Outline skill areas to be enhanced or developed through this partnership . Caterpillar's distinctive yellow construction machinery is designed, built and distributed … salestrainingplus.com. Mentoring each other. Free and premium plans, Sales CRM software. A mentorship program can diminish isolation and exclusivity, while increasing engagement, retention rates, and skill development. These questions enable the mentor and mentee to establish goals to work toward and find a mutually beneficial discussion style. Learning the reason why mentorship is needed will help you develop clear and concise action plans. Mentorship enables younger sales reps to hone their skills, thrive in the workplace, and eventually work their way into leadership roles at your company. Criteria to meet before graduating to … A structured mentorship program should offer opportunities for mentors and mentees to offer feedback on what is and isn’t working in the relationship. Mentorship is a recognized method for encouraging professional development. Free and premium plans, Customer service software. Employee mentoring programs can enable you to get more from your most valuable resource, your employees. While your training program can offer new sales representatives an introduction to basic sales skills and your company culture, there’s really no substitute for ongoing mentorship. HubSpot uses the information you provide to us to contact you about our relevant content, products, and services. Mentorship encourages young sales reps to think strategically about their long-term career goals, inspiring better performance. If you match people arbitrarily, the relationship won't help either one. Early in my career, the hands-on training I received from my mentors taught me more than any other experience. Outline the general purpose of mentoring: Applying these learnings to subsequent deals enabled me to win them on my own -- and in a much smaller time frame. Once the team identifies two to three common themes, focus on those for the month. Many top sales organizations use mentorship programs to both ramp new salespeople and groom senior reps for leadership roles. Facilitator’s Session Plan for a Peer Group Mentoring Program Initial large group session The session plan below is designed for a 1 day program combining sessions 1,2 and 3. Mentors themselves benefit from a formalized program because they receive the opportunity to develop leadership skills and connect with more junior employees. This is also a good opportunity to talk practical issues, such as where and when to meet. A new rep that is having trouble with the team's CRM and a senior rep who wants to pursue a career in sales ops would be one perfect scenario. ... We are in a peer group mentoring program. Make Mentoring Topical. a mentoring program and provide some example worksheets to assist in the evaluation process. See all integrations. In fact, studies show that mentorship programs lead to increased salaries, quicker time to promotion, and higher retention rates. As you can see, internal mentorships benefit everyone involved. But you can also ask mentees to rate their confidence at various aspects of the job—for example, cold calling—at different points in the mentorship. But investing in a sales mentorship program will be beneficial for mentors, mentees, and your company at large. The mentor can then join the first few meetings with customers to demonstrate how to run an initial discovery call. Who was the best mentor you ever had? Although it’s okay to request that a pair meet once a week, for example, leave the rest up to the mentor and mentee. Anthony Jefferson® Mentoring Program, Inc. is a licensed mentoring business that is focused towards Organization mentoring, Work process mentoring, Technology mentoring, Industry mentoring, Profession or trade mentoring, Flash mentoring and Supervisory mentoring amongst others. You can even factor mentorship into promotion and pay raise decisions. hbspt.cta._relativeUrls=true;hbspt.cta.load(53, '1dc09795-02c8-4fbe-a62b-a1d669dec2c5', {}); Hold a face-to-face conversation between the mentor, mentee, and the manager that oversees the team. Like anything that involves human relationships, mentorship can be a delicate business. This template is expected to be altered to meet individual needs. I once had to train one of my BDRs on Gmail, while another one needed help with WebEx. The closing cadence takes a lot of practice, and the more exposure the junior rep receives to wins and losses, the more accurately they will be able to diagnose deals down the road. While your. If you have an internal wiki, use it to recognize people. If these relationships are already occurring naturally, encourage and formalize them. Detailed information is on the page numbers identified in parentheses next to each step. These meetings also help identify areas that need helpful content from the sales enablement team, so future reps won’t need to look to their mentors for answers. As an added benefit, this is a good opportunity for everyone to learn -- not just the mentee. Step 1: Identify the program manager and the senior level champion (pages 8-9) • Appoint someone to act as program manager who will oversee the development, implementation, and evaluation of … Allowing them to decide where and when to meet as well as what they will discuss will only strengthen their bond. Don’t force it, but make it serious. Unlike traditional training, mentoring programs in the workplace aren’t easy … But you can also ask mentees to rate their confidence at various aspects of the job—for example, Internal mentors are great for understanding, 20+ Expert Tips for Motivating Sales Teams, 9 Ways to Make Your Hiring Process More Candidate-Friendly, How to Foster Diversity, Equity, and Inclusion in the Workplace, How to Prepare for Post-Covid Hiring Trends, How to Onboard New Hires in a Distributed World, How to Retain High-Performing B2B Salespeople, How to Create an Effective Sales Forecasting Model, 9 Key Indicators of a High-Performing B2B Sales Candidate, How to Overcome Team Burnout with Better Sleep. Look for an executive outside of the human resources and training … Plan some kind of event to celebrate a successful mentorship and formally close it out. I am also a big fan of splitting the first few commission checks between the mentor and mentee. The following is an outline of steps an organization may take to initiate its Mentoring Program and to sustain it from cycle to cycle: • Create mentor/mentee pairings based on compatibility from application forms or targeted matches for new hires entering specific occupations. The Mentor/Mentee Pairing Process Upon joining the mentorship program, mentors will be asked to complete a short questionnaire concerning career goals and interests. Director of Marketing @ CloserIQ. There are two distinct programs running in 2020: Note: The 2020 program is running in Australia and New Zealand only. You want your veteran reps to feel recognized by management. Just because someone is a great sales representative doesn’t necessarily mean they have all of the skills to mentor someone else. Some mentorship programs allow mentors to choose their own mentee, which can take some of the awkwardness out of the process. Session Two: Narrow Focus, Establish an Action Plan: In the first session, you learned about each other and the mentoring goals. As I’ve seen firsthand, mentorship programs accelerate the learning and promotion processes on a sales team. The outline offers them the needed overview about the theme of the course at a glance so that they can make an informed decision prior to application. Make it clear that you value the work mentors put in and that being a mentor is a leadership role. Eventually, the relationship should come to a formal end. Give mentors formal training about how to mentor effectively. You don’t want mentees to become overwhelmed. At a QBR, for example, ask the new rep to showcase their business plan and learnings in front of their peers. To avoid this problem, make sure everyone understands at the outset that the formal relationship has a limited shelf life. Make sure there is a specific topic for each meeting. Once you’ve been matched with your mentor or mentee, you can outline the specifics of your roles and define guidelines for the relationship, such as meeting frequency and location. If your sales team doesn’t have a mentorship program, it’s something you should seriously consider. For instance, ask an executive to tell the story of a great team accomplishment at an all hands meeting. Clearly define roles and responsibilities for mentor and mentee. The manager should introduce some questions to get the two employees talking about the program. That figure increases to 2 in 3 relationships succeeding when the mentors have professional training in how to be a good mentor. “What’s in it for me?” This answer … No fumbling around trying to think of all the things you want to include on the spot, you will know and fit it all in. Step 2: Set a … This free mentor template for Power Point can be used in business for business mentoring programs or by mentoring organizations. Sponsor a monthly lunch for all the mentors to show your appreciation for their help, as well as facilitate discussion about what is working and what’s not. There are many ways mentorship can take place. Caterpillar. This will help you to identify which mentorships are thriving and which are stalling. The mentor role can even be part of your, Just because someone is a great sales representative doesn’t necessarily mean they have all of the skills to mentor someone else. Students looking for suitable training programs are often on the lookout of a program outline. Stretching before and after each session. A successful playbook includes a checklist that builds skills in the order that reps will need them. Just like a good workout guide, having measurable, regularly spaced milestones leads to faster progress. (Fortunately, these experiences taught me how to hire and keep great business development reps.). Most reps tend to rely on “just-in-time learning,” also known as, “I have gotten a question for the first time, I’m going to hit my mute button and ask the salesperson sitting next to me.” If the program is working, there should be a point where the rookie rep can answer 99% of those on their own. Here’s how you can go about implementing a formal program in your own company. Mentors and Mentees complete an online questionnaire to Sales Training Program Outline. Encourage mentors and mentees to be honest with each other and work constructively to resolve any dissatisfaction. 1. Managers should avoid dictating how and when mentor/mentee pairs should meet. Internal mentors are great for understanding company culture and strategies specific to a particular market. You also need to review the relationships between mentors and mentees regularly — this way you can make any changes needed if a relationship between a mentor and a mentee is not working out as planned. Then, work together to describe goals and objectives. Use your outline to set the following major program perimeters: Official mentoring program kickoff. By signing the Mentoring Program Agreement (Appendix 1, p.23) the mentor and mentee agree to maintain confidentiality. Support for mentors should be ongoing. Previously Recruiter @ ManpowerGroup & Freelance Social Media Strategist. University of Wisconsin Journalism & Strategic Communication Grad. Ask the mentee to share goals for the mentoring relationship, and their mentor expectations. Give mentors. Most likely the new rep is on some type of ramp, and witnessing a deal from first touch to close will take a lot of energy. If you are hosting a Sales Training, a Sales Training Program Outline will assure your sales team gets the tools and skills to make killer sales. Some people want to advance up the ranks and there are those who need a boost. FOCUS ON WHAT SUCCESS LOOKS LIKE Define program objectives before the start of the program. mentors and mentees. By allowing a formal exit, you limit the damage of hard feelings and leave open the possibility of forming new relationships. Written by Alex Mackenzie Even outside of these incentives, sales managers should offer sincere appreciation for mentors’ work. Foster new hire growth with this free sales training template. Available support resources. Spread the good news. A mentoring program benefits the mentee and mentor relationship and helps the organization by building an inclusive mentoring culturecentered on learning, sharing new ideas, and creating a shared vision. Phases of mentorship • The MICU mentor program is broken down into beginning, middle, and closing phases based on the Academy of Medical-Surgical Nurses’ Mentor Guide. If your sales team doesn’t have a mentorship program, it’s something you should seriously consider. If you are looking for a mentor, you may consider joining the following mentoring programs: Mentoring for Growth (M4G) Mentoring for Growth (M4G) helps businesses to grow with advice and support from a panel of up to 6 volunteer business mentors, matching business needs with industry experience. I can remember deals at every company I’ve worked for that I simply wouldn’t have closed without help. When establishing a new mentorship program, managers should oversee a meeting between mentors and mentees. Program schedule, key training dates, and topics to cover during volunteer shifts. Take these four steps to build a foundation of success for your program. Eventually, I took those learnings and taught them to sales reps I was mentoring. Depending on your sales cycle and the amount of coaching required, these weekly meetings should last a minimum of six to nine months. You can use traditional metrics such as activity generated, deals closed, and account value to measure mentees’ progress. Recent research shows that the best run companies have a diverse mix of talented employees. For more information, check out our privacy policy. 2. Click here for our free guide to interviewing salespeople. Although you may well have mentorship relationships within your company already, it’s not a defined mentorship program unless it has clearly outlined goals. If the relationship really isn’t working, offer a procedure for dissolving the relationship. Let the team ask questions after the presentation, which will make it relatively easy to tell if a newer rep is ready to step up and rely on their mentor less often. Mentorship enables younger sales reps to hone their skills, thrive in the workplace, and eventually work their way into leadership roles at your company. Each week has a theme to establish with the mentee. At this meeting, mentees should discuss their career goals and what they hope to get out of the relationship. The continued success of the program depends on continually highlighting its wins. To really measure the success of your mentorship program, you need data. Premium plans, Connect your favorite apps to HubSpot. I will always be a believer in sales mentorship programs. @AmackJr88. What mentor qualities do they prefer? Evaluating your mentoring program can help you make necessary adjustments and, ultimately, determine its effectiveness. Mentorship agreement template #1 The purpose of this template is to assist you in documenting mutually agreed upon goals and parameters that will serve as the foundation for your mentoring relationships. For example, if the sales role is strictly inbound, you might want to start with training on chat, your CRM, and the product. The most impactful training scenario however is when both the mentor and mentee receive training on how to manage their mentoring relationship, in which case one can expect a 90% success ra… These are hard to quantify, but easy to understand when you see them first hand. To tell the story of a great sales representative doesn ’ t make the mentorship program, managers should sincere... Strategically about their long-term career goals and interests firsthand, mentorship programs lead increased! Weekly meetings should last a minimum of six to nine months meeting, mentees should discuss their career goals what... Clear that you will be asked to complete a short questionnaire concerning career goals and what they will never leaning! Mentors, mentees, and service tips and news goes on company-wide emails or announcements these... Ask senior employees sales mentorship program outline share their own mentee, I agree to maintain confidentiality an. 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