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The training memo outlines objectives, business results, and training outcomes for a trainee, focusing on key performance indicators (KPIs) related to volume, calls, productivity, and merchandising. It highlights the trainee's strengths and areas for improvement, along with next steps and comments from the trainee. Additionally, the trainer worksheet details effective preparation steps and key processes for successful sales and inventory management.

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Nguyễn Vũ
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4 views

Embedded File 4

The training memo outlines objectives, business results, and training outcomes for a trainee, focusing on key performance indicators (KPIs) related to volume, calls, productivity, and merchandising. It highlights the trainee's strengths and areas for improvement, along with next steps and comments from the trainee. Additionally, the trainer worksheet details effective preparation steps and key processes for successful sales and inventory management.

Uploaded by

Nguyễn Vũ
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLS, PDF, TXT or read online on Scribd
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TRAINING MEMO

TO: DATE:
FROM: SUBJECT:

OBJECTIVES:

AREA

BUSINESS RESULTS
KPI Objective Result %
Volume
Calls
Productivity
Distribution Obj Pre Post Post/Pre
Merchandising Display
Merchandising POSM

TRAINING RESULTS
TRAINEE'S STRENGTHS:

TRAINEE'S OPPORTUNITY AREAS:

NEXT STEPS:

TRAINEE'S COMMENTS (Highlight learnings)

Prepared By: Received By:

_______________________________ ____________________________________
Trainer Name Trainee Name
TRAINER WORKSHEET DATE: _________________________

TRAINEE: _____________________________________ TRAINER: ___________________________

AREA: _____________________________________ Store Name

EFFECTIVE PREPARATION REMARKS KEY BCP STEPS/PROCESSES: 1 2 3 4 5 6 7 8 9 10


- Setting of KPI Objectives 1. ENTER CALL

- Pre-plan Call Sheets Review call objectives: VDMPR and Collections.

- Sales Presentations Completeness Size-up store from outside

- Complete Selling Equipment Open Customer Historical volume (as needed)

- Complete Merchandising Materials Stops & identifies potential safety hazards

- Checks Vehicle Greets customer with delight

CLOSING FOR THE DAY REMARKS 2. INVENTORY

- Performs Review Perform inventory count of product items in the warehouse

- Reconciliation Accuracy For Out of Stock (OOS) sku’s due to increased offtake.

ATTITUDE / BEHAVIOR Check competition for new products

Comments Check product leakage (if any) status and count items

1. Leadership 3. FINALIZE PLANS

2. Working Well with Others Finalizes points to take-up with acct

3. Organized Approach to Work 4. COLLECTION & PAYMENT

4. Thinking/Problem Solving Prepares invoices for collection


Other Comments 5. PRESENTATION

Uses PSF sheets, samples

Delivers PSF effectively

6. CLOSE SALES

Shows plan slip / sales order

Uses closing techniques

Handles objections (uses RUVH)

Offers workable solutions

7. RESALE WORK

Shows acct merchandising work

Gets acct commitment for retention

8. LEAVE CALL

Records and Reports

Distribution Count

Tells customer next visit

Call analysis

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