CU Sales: Planning-The Foundation of Sales Seminar in a Box

Planning is the process of preparing for effective sales and service interactions with members. It requires thinking about activities and interactions in a systematic way, and it helps bridge the gap between current staff ability and desired staff ability. It involves setting specific goals, keeping work areas organized, and managing time in a way that leads to greater efficiency and effectiveness.

The CU Sales: Planning – The Foundation of Sales Seminar in a Box:

• Describes how planning provides a solid foundation for all sales and member interactions as part of the PRIDE model
• Defines planning and the benefits of staff using it
• Includes an opportunity for staff to define planning standards currently in place at the credit union
• Provides a simple, yet powerful, time management assessment
• Defines more than 10 time management tips that can be implemented immediately
• Introduces SMART goals as an effective tools for achieving goals
• Includes two planners to help staff better manage their time
• Helps staff define two aspects of planning they want to use on the job
• Provides three book references that can be used for further staff discussion

Credit Union Seminars in a Box for Staff are designed with your demanding schedule and training needs in mind. Everything you need to plan and execute a 10 minute exercise or a one hour staff workshop is in the box—just add the staff! Credit Union Seminars in a Box are perfect for main topics of or quick discussions during weekly branch meetings, monthly credit union meetings, department meetings, or formal training sessions.

Each Seminar in a Box is written from the credit union perspective, integrating more than 20 years of development in the design of credit union training. What you can expect from the content:

• Exercises to reinforce the skills learned
• Conversation starters and discussion points to relate the content and concepts presented to your credit union
• Definitions, guidelines, tips, tools, and benefits for all the skills taught
• Action plans for using the skills taught
• Recommended reading list to reinforce the skills learned

Here are samples of what to expect from this Seminar in a Box for Staff!

• See a PDF of the table of contents
• See a PDF of an exercise from the participant workbook
• See a PDF of a handout
• See a PDF of the facilitator's guide
• See the PRIDE model

Mix-n-Match Special for Seminars in a Box for Staff
Purchase each Seminar in a Box for Staff for just $220, or $160 each for 3 or more! Please note that the special price will not be reflected for online orders, you will only be billed for the special price .