Project Planning & Deployment for Sales Training Programs

We believe the success of any initiative is tied directly to how well we communicate and collaborate with your team. If you have entrusted us to be your partner, then we will take the lead in setting our two teams up for success by correctly planning your sales training.

From our methodical approach to project planning, through our routine project calls, to the full-scale deployment to your sales teams, we lay out the clear path to success and adjust and flex with your input and direction. You will get the benefit of our hindsight in leading many of the world’s best sales organizations through similar transformations. And, we will continually bring forth fresh thinking and new ideas to help you stay ahead of the market.

Richardson Engagement Approach

Richardson assigns a dedicated Account Director to help lead and support the implementation of a client’s design, development, and delivery effort to ensure a project is delivered on time and efficiently both internally and externally during the life of an engagement.

You will routinely interact with key members of the Richardson team including Design Consultants, Measurement experts, Facilitators, and key implementation personnel.

The Richardson team will work together to adapt and streamline the training process by using project management tools, tasks, and philosophies to proactively manage risk, scope, and timeliness of deliverables across all functions. This is managed and discussed through weekly project calls and through the sharing of consolidated project plans, status reports, reviewing scope change requests, and risk plans both internally and externally.

planning a sales training program

Notable deliverables during the engagement lifecycle include:

  • Project plans
  • Status reports
  • Design blueprints
  • Measurement strategies
  • Learning Journeys by role and region
  • Various communications and change management tools
  • Sustainment recommendations and plans
  • Measurement reporting and summaries
  • Participant and leader materials
  • Instructor guides
  • Login instructions
  • Relationship review documents

Richardson is privileged to have client relationships that often span 10-15 years. This is a testament to our strategic process for planning each client’s sales training and our commitment to working collaboratively with them and driving meaningful business results.