Sales Performance Training Plan Assessment Form
Evaluate sales team member training needs, current performance, skill gaps, goals, and training plan. Please complete all sections of the Sales Performance Training Plan Assessment Form.
Sales Team Member Name
*
First Name
Last Name
Current Role/Position
*
Self-Assessment: How confident do you feel in your current sales skills?
*
1
2
3
4
5
Manager Assessment: Rate the team member on the following competencies
*
Rows
Needs Improvement
Developing
Proficient
Expert
Product Knowledge
1
2
3
4
Prospecting
5
6
7
8
Needs Analysis
9
10
11
12
Presentation Skills
13
14
15
16
Objection Handling
17
18
19
20
Closing Skills
21
22
23
24
Key Skill Gaps (select all that apply)
*
Product Knowledge
Prospecting
Needs Analysis
Presentation Skills
Objection Handling
Closing Skills
Other
Which sales skills should be prioritized for training?
*
Product Knowledge
Prospecting
Needs Analysis
Presentation Skills
Objection Handling
Closing Skills
Other
Describe the team member’s top 2-3 sales goals for the next quarter
*
Proposed Training Plan (briefly outline recommended training activities or resources)
*
How ready is the team member to implement new skills after training?
*
Not Ready
1
2
3
4
Fully Ready
5
1 is Not Ready, 5 is Fully Ready
Additional Comments or Recommendations
Submit Assessment
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