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The Green Thumb Guide




                   Peter Rovick
                   PDR Professional Development
Which is Your Team?

Yielding fine wine        Dying on the vine



                     or
Heard at HQ …
We have a World-          We use the best Lead              No training… I need my
Class sales force!        Qualification models                 team out selling!
    - Sales VP                - Marketing                       - Sales Mgr. #1




           Forecasts were due on Friday !@#$
                                                          We provide hands-on
                   - Sales Manager #2
                                                      reinforcement to lock-in skills
                                                                - Coach

 We leverage and foster
  ASTD competencies                                           We continuously seek
   - Training Mgr. #1            We provide a fully
                                                                and adopt best
                                integrated path for
                                                                   practices!
                               personal development
Not Heard at HQ …
                       This is ‘sink or swim’.           You call those ‘qualified’
Training us             What happened to                       leads?!@*&
 useless!                 development?

                                                       They don’t develop
   What happened to ‘sharing’                    ‘competencies’, they’re developing
  and ‘adopting’ best practices?                         incompetence.


                                                     Our Coach …
    My manager only manages UP                   ‘lives in a van down
                                                      by the river’


   PDP … not              I’m outta here after
  helping Me.              President’s Club …              They talk ‘excellence’, but
                                                              foster mediocrity.
The Painful Truth?




Even if you are ‘crushing’ quota, is it sustainable?
Your results: ↓morale + ↓’team’ productivity + ↑client loss + ↑employee turnover
                + ↑overall net costs = infected culture (for years to come)

Instead: Shouldn’t your culture foster key competency growth to
         promote sustained success?
               ↑employee growth and satisfaction  ↑productivity  ↑rewards (Y/Y)
               + ↑growth for individuals & teams + internal promotion(s)
Professional Development
•   Procuring seeds
•   Sowing the seeds
                               Assess /    Plan and
•   Initial Water & Care       Reassess     Design

•   Ongoing Care
•   Harvesting           The Sequential Learning Cycle
•   Bottling the wine
•   Seasons 2, 3, 4 …          Evaluate   Implement

•   Transplanting
Professional Development
    • Procuring seeds                                Who requires more
                                                     time & attention?
    • Sowing the seeds
    •   Initial Water & Care
    •   Ongoing Care
    •   Harvesting
    •   Bottling the wine
    •   Seasons 2, 3, 4 …
    •   Transplanting
“By failing to prepare, you are preparing to fail.” ― Benjamin Franklin
Sowing the Seeds
     On-Boarding + Initial Activities:
     The First 90 Days
Training
       "The mediocre teacher tells. The good teacher explains. The superior
       teacher demonstrates. The great teacher inspires." - William Arthur Ward


                                                                  From Training to Adoption
   •   Prepare:       Align with needs & goals
                                                                      Assess /       Plan and
   •   Deliver:       Credible, real-world, engaging                  Reassess        Design

   •   Facilitate:    Involve, focus, motivate
                                                                           Coaching
   •   Plan:          Specific steps to adoption
   •   Integrate:     Lock in new skills & knowledge                  Evaluate      Implement




"You cannot teach a man anything. You can only help him discover it within himself." - Galileo
Not just Practice, Practice, Practice
     Are you fostering mediocrity?
                                                                                                                                                   Adapt                    Skill
                                                                                                                                                    Best
                                                                                                                                                  Practices               Module
  Professional Development:
  Tiered growth via cyclical
                                                                                                                                      Revision
  learning & application                                                                                                                  &                   Skill [X]              Adoption
                                                                                                                                      Evolution
                                                                                                             Adapt        Skill
                                                                                                              Best
                                                                                                            Practices    Module




                                                               Adapt        Skill                Revision
                                                                Best
                                                              Practices    Module                   &
                                                                                                Evolution          Skill 3         Adoption


                                                                                                                                                  Ongoing                 Review &
                                                                                                                                                  Coaching                Analysis
                                                                     Skill 2
                                                   Revision
             Adapt            Skill                   &                              Adoption               Ongoing     Review &
              Best                                Evolution                                                             Analysis
                             Module                                                                         Coaching
            Practices




                                                              Ongoing     Review &

                        Skill 1
 Revision
    &                                  Adoption               Coaching    Analysis
Evolution




            Ongoing         Review &
            Coaching        Analysis
Ongoing Care
• Variables:
  –   Soil:         Surrounding Culture / Environment
  –   Fertilizer:   Modular Training
  –   Water:        Coaching & Mentoring
  –   Sun:          Disciplined & Focused Practice
  –   Pruning:      Review & Realignment

• Best Practices: Sharing and adopting

  "The art of teaching is the art of assisting discovery."
   - Mark Van Doren
Crop Threats
• Pests
   –   Lack of focus
   –   Lack of discipline
   –   Peers / ‘Team’ members
   –   Management
• Disease
   – Employee morale
   – Politics
   – Infighting
• Drought
   – Lack of professional development
        • On mgmt. schedule but not within individual learning curves
Managers as Coaches
The top two reasons people leave their jobs are absence of training and
mentoring (leads to lack of fulfillment).
• Managers need to engage the talent instead of ‘managing’ it.


• While 70% of orgs. claim they coach
  employees, most managers lack coaching skills.
• Only 11 percent of senior leaders actively coach
  regularly.
• 43 percent of leaders were rated as ineffective as
  coaches.


                              “People quit the boss, not the job.”
Process Highlight: Lead Qualification
Separating the wheat from the chaff …




Integrated with CRM
• Checklists & Scoring
    •   Specific criteria
• Tracking:
    •   Dissemination & Forwarding
• Measuring:
    •   Revenues, Profit, etc.
    •   Campaign ROI
    •   Source Quality

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Professional Development for Sales Teams

  • 1. The Green Thumb Guide Peter Rovick PDR Professional Development
  • 2. Which is Your Team? Yielding fine wine Dying on the vine or
  • 3. Heard at HQ … We have a World- We use the best Lead No training… I need my Class sales force! Qualification models team out selling! - Sales VP - Marketing - Sales Mgr. #1 Forecasts were due on Friday !@#$ We provide hands-on - Sales Manager #2 reinforcement to lock-in skills - Coach We leverage and foster ASTD competencies We continuously seek - Training Mgr. #1 We provide a fully and adopt best integrated path for practices! personal development
  • 4. Not Heard at HQ … This is ‘sink or swim’. You call those ‘qualified’ Training us What happened to leads?!@*& useless! development? They don’t develop What happened to ‘sharing’ ‘competencies’, they’re developing and ‘adopting’ best practices? incompetence. Our Coach … My manager only manages UP ‘lives in a van down by the river’ PDP … not I’m outta here after helping Me. President’s Club … They talk ‘excellence’, but foster mediocrity.
  • 5. The Painful Truth? Even if you are ‘crushing’ quota, is it sustainable? Your results: ↓morale + ↓’team’ productivity + ↑client loss + ↑employee turnover + ↑overall net costs = infected culture (for years to come) Instead: Shouldn’t your culture foster key competency growth to promote sustained success? ↑employee growth and satisfaction  ↑productivity  ↑rewards (Y/Y) + ↑growth for individuals & teams + internal promotion(s)
  • 6. Professional Development • Procuring seeds • Sowing the seeds Assess / Plan and • Initial Water & Care Reassess Design • Ongoing Care • Harvesting The Sequential Learning Cycle • Bottling the wine • Seasons 2, 3, 4 … Evaluate Implement • Transplanting
  • 7. Professional Development • Procuring seeds Who requires more time & attention? • Sowing the seeds • Initial Water & Care • Ongoing Care • Harvesting • Bottling the wine • Seasons 2, 3, 4 … • Transplanting “By failing to prepare, you are preparing to fail.” ― Benjamin Franklin
  • 8. Sowing the Seeds On-Boarding + Initial Activities: The First 90 Days
  • 9. Training "The mediocre teacher tells. The good teacher explains. The superior teacher demonstrates. The great teacher inspires." - William Arthur Ward From Training to Adoption • Prepare: Align with needs & goals Assess / Plan and • Deliver: Credible, real-world, engaging Reassess Design • Facilitate: Involve, focus, motivate Coaching • Plan: Specific steps to adoption • Integrate: Lock in new skills & knowledge Evaluate Implement "You cannot teach a man anything. You can only help him discover it within himself." - Galileo
  • 10. Not just Practice, Practice, Practice Are you fostering mediocrity? Adapt Skill Best Practices Module Professional Development: Tiered growth via cyclical Revision learning & application & Skill [X] Adoption Evolution Adapt Skill Best Practices Module Adapt Skill Revision Best Practices Module & Evolution Skill 3 Adoption Ongoing Review & Coaching Analysis Skill 2 Revision Adapt Skill & Adoption Ongoing Review & Best Evolution Analysis Module Coaching Practices Ongoing Review & Skill 1 Revision & Adoption Coaching Analysis Evolution Ongoing Review & Coaching Analysis
  • 11. Ongoing Care • Variables: – Soil: Surrounding Culture / Environment – Fertilizer: Modular Training – Water: Coaching & Mentoring – Sun: Disciplined & Focused Practice – Pruning: Review & Realignment • Best Practices: Sharing and adopting "The art of teaching is the art of assisting discovery." - Mark Van Doren
  • 12. Crop Threats • Pests – Lack of focus – Lack of discipline – Peers / ‘Team’ members – Management • Disease – Employee morale – Politics – Infighting • Drought – Lack of professional development • On mgmt. schedule but not within individual learning curves
  • 13. Managers as Coaches The top two reasons people leave their jobs are absence of training and mentoring (leads to lack of fulfillment). • Managers need to engage the talent instead of ‘managing’ it. • While 70% of orgs. claim they coach employees, most managers lack coaching skills. • Only 11 percent of senior leaders actively coach regularly. • 43 percent of leaders were rated as ineffective as coaches. “People quit the boss, not the job.”
  • 14. Process Highlight: Lead Qualification Separating the wheat from the chaff … Integrated with CRM • Checklists & Scoring • Specific criteria • Tracking: • Dissemination & Forwarding • Measuring: • Revenues, Profit, etc. • Campaign ROI • Source Quality