My feedback includes 🧡compliments & considerations.
I deliberately offer each participant options for feedback to help make it safe for participants to open-up and tell it the way it is. Let’s review how.
Psychology and behavioral experts tell us: People want to be understood, listened to, valued and accepted.
Choose Your Feedback
Applies to Walk-Throughs, Weekly Feedback & Training/Coaching Sessions
Tell me what will benefit you at this time?
- Reassurance & appreciation about what you are doing.
- Recommendations on how to improve.
- You want an opinion.
- Deliberate-Practice Coaching
- Review & Evaluation
- Relevant sales training.
Here is how I typically communicate training opportunities/considerations (what I’ve identified to be helpful):
“I know you can be better at ….. may I show you how?”
Two Confidential Assessment Reports: Participant & Business/Employer
Participant’s Confidential Assessment Report
- Key Personal Insights (KPIs)
- Specific and General Strengths, Tendencies & Training Opportunities
- Recommendations to the Participant
- Assessment Results & Charts of Assessment Results
This is my report of a participant’s assessment results, sent only to the participant’s personal email address.
Business/Employer Confidential Assessment Report
- General summary of Key Personal Insights (KPIs)
- General Strengths, Tendencies & Training Opportunities
- Recommendations to Your Business
- Charts of Assessment Results
This is my report of a salesperson’s/sales manager’s assessment results to your business. It does not include the actual KPIs and Recommendations to the Participant. In addition, it is emailed only to the business email of those employees on my “Who May Receive this Report List”.
Progress Reports
When I complete a Weekly Feedback, I email my Participant’s Confidential Progress Report to the participant and my Manager’s Confidential Progress Report to whom your business has authorized to receive it (within your company).
These reports are included in the cost of the Weekly Feedback.
Q: Do you share what I tell you with my sales manager?
A: Here is what I share:
I email separate confidential reports for both assessment results and Weekly Feedback. It is up to you and your company to manage where that information goes.
If a manager or executive asks me about your assessment results, I only refer back to what I typed in the Manager’s Confidential Assessment Report. I may comment on the effort the participant is making.
As with SalesInsighter Assessments Terms and Conditions, let me know if you have suggestions.
Thank You, James
Terms and Conditions go hand-in-hand with Feedback and Confidentiality.
