Appendix B

Competency-Based Assessment and Planning Tools

We hope that the preceding pages have given you a better understanding of the competencies for sales professionals and their applications. To help you apply this new knowledge to your own circumstances, we have developed several illustrative tools:

  • Worksheet B1. Self-Assessment Inventory
  • Worksheet B2. Peer and Leader Assessment Inventory
  • Worksheet B3. Summary of Results
  • Worksheet B4. Development Planning Tool
  • Worksheet B5. Learning Contract
  • Worksheet B6. Sales Team Analysis Tool
  • Worksheet B7. Sales Training Diagnostic.

You can use worksheets B1, B2, and B3 to create a 180- or 360-degree assessment of your strengths and development needs for use within the sales profession. ...

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