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WORLDucation – Coaching Session & Stakeholder Meeting Deck Part 1: Coaching Session – Enhancing Collaboration & Team Performance Slide 1 — Title Slide Coaching Session: Enhancing Collaboration & Team Performance Worlducation Sales Team Slide 2 — Session Purpose - Improve teamwork and collaboration - Address workflow issues impacting performance - Strengthen communication clarity - Develop actionable improvement strategies Slide 3 — Identified Team Issues - Incomplete or unclear lead handover - Missed follow-up deadlines - Workload imbalance in Sales Support - Team communication gaps - Inconsistent use of CRM system Slide 4 — Coaching Strategy Overview - Introduce structure for lead handover - Improve daily communication rhythm - Align expectations for response time and quality - Encourage accountability and shared ownership - Use supportive feedback techniques Slide 5 — Individual Coaching Actions Business Development Officer (BDO) • Provide complete lead notes before handoff • Update CRM immediately after calls • Clarify client needs upfront Sales Support Officer • Use structured templates for proposals • Request missing info promptly • Set priority levels for tasks Client Engagement Representative • Follow up within 24 hours • Use checklist for client retention tasks • Record all communications in CRM Slide 6 — Collaboration Improvement Techniques - Use active listening in team conversations - Ask clarifying questions before acting - Share progress openly to reduce misunderstandings - Encourage respectful communication - Support teammates during workload peaks Slide 7 — Tools & Communication Enhancements - Daily 10-minute stand-up meetings - Shared task board (Trello / Asana) - Standardised templates for handovers & proposals - Group chat channel for quick updates - Weekly structured performance review Slide 8 — Expected Outcomes - Faster turnaround on sales proposals - More accurate CRM data - Reduced internal conflicts - Higher client satisfaction - Increased monthly sales conversions Slide 9 — Wrap-Up & Q&A - Recap key strategies - Invite questions - Discuss concerns or suggestions - Confirm next coaching checkpoint --- Part 2: Stakeholder Meeting – Sales Team Performance & Collaboration Update Slide 1 — Title Slide Stakeholder Meeting: Sales Team Performance & Collaboration Update Worlducation – A4 Gradient Presentation Slide 2 — Meeting Purpose - Provide update on sales team performance - Present identified issues affecting workflow - Share coaching outcomes - Align stakeholder expectations - Confirm next steps for improvement Slide 3 — Achievements So Far - Lead volume increased by 12% - Proposal turnaround time improved - Better alignment between Sales Support & BDO - Improved communication culture - CRM updates becoming more consistent Slide 4 — Key Challenges Identified - Missed follow-up deadlines - Incomplete lead handover - Workload pressure on Sales Support Officer - Unclear task ownership - Lack of structured communication rhythm Slide 5 — Root Causes - No standardised processes - Team relying on informal communication - Overlapping expectations - CRM being used inconsistently - Time management gaps Slide 6 — Proposed Solutions - Implement structured lead handover process - Daily 10-min team stand-ups - Shared task board (Trello / Asana) - CRM refresher training - Weekly performance review meeting Slide 7 — Team Development Plan - Coaching sessions on communication - Role clarification framework - Support templates for proposals & handovers - Balanced workload distribution - Monitoring progress through KPIs Slide 8 — Expected Outcomes - Faster client response times - Fewer bottlenecks - Clearer responsibilities - Stronger team cohesion - Higher conversion rates & client satisfaction Slide 9 — KPI Metrics - Lead-to-conversion time - CRM data accuracy (%) - Follow-up turnaround time - Sales volume per week - Customer satisfaction rating Slide 10 — Next Steps - Implement workflow changes immediately - Review KPIs in 30 days - Conduct follow-up coaching - Provide update to senior leadership - Adjust strategy based on feedback Slide 11 — Closing / Q&A - Thank stakeholders - Invite questions - Confirm action plan
This deck covers a coaching session to boost sales team collaboration by addressing handover issues, communication gaps, and CRM use, plus a stakeholder meeting updating achievements like 12% lead gro
The slide features a title slide for a coaching session focused on enhancing collaboration and team performance. It includes a subtitle specifying the Worlducation Sales Team as the target group.
Worlducation Sales Team
Source: Worlducation Sales Team coaching session
The session aims to enhance teamwork and collaboration within the sales team while tackling workflow issues that hinder overall performance. It also focuses on improving communication clarity and creating practical strategies for ongoing team development.
Source: WORLDucation – Coaching Session & Stakeholder Meeting Deck
The slide "Identified Team Issues" highlights key operational challenges, including incomplete or unclear lead handovers and missed follow-up deadlines. It also points to workload imbalances in Sales Support, team communication gaps, and inconsistent use of the CRM system.
Source: WORLDucation – Coaching Session & Stakeholder Meeting Deck
The Coaching Strategy Overview slide outlines a structured approach to enhance team performance, starting with introducing a framework for lead handover and improving daily communication rhythms. It further emphasizes aligning expectations on response times and quality, fostering accountability and shared ownership, while promoting the use of supportive feedback techniques.
Source: WORLDucation – Coaching Session & Stakeholder Meeting Deck
The slide outlines coaching actions for Business Development Officers (BDOs), emphasizing providing complete lead notes before handoffs, updating the CRM right after calls, and clarifying client needs early. For Sales Support Officers, it recommends using structured templates for proposals, promptly requesting missing information, and setting priority levels for tasks.
| Business Development Officer (BDO) | Sales Support Officer |
|---|---|
| Provide complete lead notes before handoff. Update CRM immediately after calls. Clarify client needs upfront. | Use structured templates for proposals. Request missing info promptly. Set priority levels for tasks. |
Source: WORLDucation – Coaching Session & Stakeholder Meeting Deck
The slide "Collaboration Improvement Techniques" outlines practical strategies to enhance team interactions, including active listening during conversations, asking clarifying questions before proceeding, and sharing progress openly to minimize misunderstandings. It also emphasizes encouraging respectful communication and supporting teammates during periods of high workload.
Source: WORLDucation Coaching Session
The slide outlines enhancements in tools and communication to improve team alignment and efficiency, including daily 10-minute stand-up meetings, a shared task board using Trello or Asana, and a group chat channel for quick updates. It also covers standardized templates for handovers and proposals, along with weekly structured performance reviews.
Source: WORLDucation – Coaching Session & Stakeholder Meeting Deck
The "Expected Outcomes" slide outlines key benefits from implementing the proposed solution, including faster sales proposals and accurate CRM data. It also highlights reduced conflicts, higher client satisfaction, and increased sales conversions.
Source: WORLDucation – Coaching Session & Stakeholder Meeting Deck
The slide, titled "Wrap-Up & Q&A," recaps key strategies discussed and emphasizes moving forward together. It invites participants to share questions, concerns, and suggestions at this time.
Strategies recapped. Forward together.
Share questions, concerns, and suggestions now.
Source: WORLDucation – Coaching Session & Stakeholder Meeting Deck
This slide serves as a section header for Part 2 of the stakeholder meeting, focusing on a performance and collaboration update. It transitions the discussion to reviewing the sales team's efforts for Worlducation, marked as section 02.
02
Transition to performance and collaboration review for Worlducation
Source: Worlducation – Coaching Session & Stakeholder Meeting Deck
The meeting aims to update on sales team performance, present identified workflow issues, and share recent coaching outcomes. It also seeks to align stakeholder expectations and confirm next steps for improvements.
Source: WORLDucation – Coaching Session & Stakeholder Meeting Deck
The slide "Achievements So Far" highlights key progress in business operations, including a 12% increase in lead volume and improvements in proposal turnaround time. It also covers enhanced alignment between Sales Support and BDO, a fostered culture of better communication, and more consistent CRM updates.
Source: WORLDucation Stakeholder Meeting
The slide outlines key challenges in sales processes, including missed follow-up deadlines and incomplete lead handovers. It also highlights workload pressure on Sales Support, unclear task ownership, and a lack of structured communication.
Source: WORLDucation – Stakeholder Meeting Deck
The slide titled "Root Causes" outlines key factors contributing to organizational issues, including the lack of standardized processes and reliance on informal communication. It also highlights overlapping role expectations, inconsistent CRM usage, and time management gaps as primary contributors.
Source: WORLDucation – Coaching Session & Stakeholder Meeting Deck
The slide titled "Proposed Solutions" outlines key strategies to improve team processes and efficiency. These include implementing a structured lead handover, conducting daily 10-minute stand-ups, using a shared task board like Trello or Asana, providing CRM refresher training, and holding weekly performance review meetings.
Source: Stakeholder Meeting – Sales Team Performance & Collaboration Update
The Team Development Plan slide outlines key strategies to enhance team performance, including conducting communication coaching sessions and clarifying roles and responsibilities. It also covers developing standardized templates, balancing workload distribution, and monitoring progress through KPIs.
Source: WORLDucation – Coaching Session & Stakeholder Meeting Deck
The slide outlines expected outcomes from implementing improvements, including faster client response times, fewer workflow bottlenecks, and clearer team responsibilities. It also highlights stronger team cohesion alongside higher conversion rates and overall satisfaction.
Source: WORLDucation – Coaching Session & Stakeholder Meeting Deck
The KPI Metrics slide showcases key performance indicators, including an average lead-to-conversion time of 7 days and a CRM accuracy rate of 92%. It also highlights a 24-hour follow-up response time and an average customer satisfaction score of 4.5 out of 5.
Average time to close leads
Data entry precision rate
Response turnaround time
Average rating score Source: WORLDucation Sales Team
The "Next Steps" slide outlines immediate actions to implement workflow changes and conduct follow-up coaching sessions. It also includes reviewing KPIs after 30 days, updating senior leadership on progress, and adjusting strategies based on feedback.
Source: WORLDucation Stakeholder Meeting
The slide, titled "Closing / Q&A," serves as a conclusion by expressing gratitude for the audience's support and insights. It invites questions and proposes confirming the action plan to wrap up the discussion.
Thank you for your support and insights.
Questions? Let's confirm our action plan.
Source: WORLDucation – Coaching Session & Stakeholder Meeting Deck
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