Our Tomorrow Plan - Training
HR Topics
Travel Norms

Best Practices
100

What is the take-away from how training is conducted today?

  • Organization as a whole has not been as serious about training as we intended.
  • A lot of people doing things differently but getting the same results
100

Who is our newest team member?

  •  David Rodriguez
100

Who approves day travel?

RAM - it is at their discretion and does not require approval.

100

Why is it important for an ORS to experience a customer meeting? 


The importance of understanding the customer engagement and closing the loop on the data.

200

What is the take-away from how training will be tomorrow - "Refresh In Action"?

Consistency In Engagements

200

What was the name of the song playing during our meeting?

Hotel California - The Eagles

200

Who approves multi-day travel that requires hotel/no air-fare?

Director

200

What is the travel expectation of the ORSs?

By the end of this fiscal year that the ORS will complete travel with a RAM and ongoing.

300

What are the new types of opportunities for engagement?

What to present for 1 engagement:

•1 vendor change (L&D/VOR) and 3 product

OR

•5 products and no vendor (L&D / VOR)

OR

•3 vendors (L&D/VOR) and no product

300

Which tool do we use to update our Profile?

Aspire/Ingenium


300

Who approves travel requiring airfare?

Sr. Director

300

What is the take-away from Customer engagement summary and follow through best practice?

During administrative time during the week, RAMs need to send out to customer a follow up to the customer engagement using email template.  Has to be done by end of week.

400

What are the new requirements for engagements per month for RAMs and DCSSs?

* RAMs: 24-36 per month (avg. of 6-9 per week)
can be a combination of virtual or live

* DCSS: 8-10 per month (avg. of 2 - 2.5 per week)
can be a combination of virtual or live

400

Why is your profile important?

It reflects your experience and your career aspirations.

400

Who approves travel that requires airfare and 4 hotel nights?

Vice President (Aaron)

400

When do you need to enter your engagements, activity and cases into CEM/Salesforce?

Within 24 hours of the event occurring

500

What are the three take-aways from Training - Feedback?

  • In the next 30 days, we will conduct training on how to utilize Aspire to request feedback.
  • In the next 6 months receive feedback from 2 people.
  • The goal for the year is to provide and receive feedback.
500

When is your updated development plan due?

Development plan must be in place by December 31, 2022.

500

What are the four take-aways related to DCSS travel with RAMs?

* One time per year, DCSS should travel with each of their RAMs for standardization, feedback and review opportunities.

* DCSS can add a 2nd travel engagement with their RAMs for review of additional training. 

* The engagement will be part of their performance review.

* New RAM - will travel with RAM mentor for training on customer engagements.


500

Who has the best Halloween costume today?

Take a vote

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