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Training 
Summary 
Bob Longo Consulting 
(Making Learning Possible)
Developmental Planning 
 Needs Analysis 
– Vertical Slice 
– Work With 
 Plan Training 
– Audience 
– Media 
 Delivery 
 Evaluation 
– Follow-up Work With 
– Mentorship 
Go to Market 
Strategy Vision 
VP 
Manager 
Employee 
Customers 
Execution 
Vertical Slice Interviewing 
2
Staff Development 
 Decide on the best course of training 
(Type of training determines delivery) 
– Self directed 
– Coaching 
– In-house module 
– Outside option 
Borkes 53719 DAM X X X DAM training > Pivots 
Burns 53117 OAM 
Coigne 53115 DAM X X Sharing knowledge PERSONNEL REP 
REP # 
TITLE 
PRESENTATIONS 
COACHING 
NEGOTIATIONS 
STRATEGIC SELLING 
EFFECTIVE COMMUNICATIONS 
FINANCE 
WRITING 
Adler DAM Negotiations, Strategic Anderson 53704 DAM X X X X Presentations, Negotiation Askins 53116 DAM X x X X Personnel public relations 
Balsamo 53702 DAM x x x x x Organization > Business Bertsch 53710 DAM x x x x x x x Presentations, PowerPoint 
Bevan 54112 DAM x x x Presentations, Business Bond DAM 
DEVELOPMENT PLANNING 
3
4 
Field Work Withs 
Name:______________________ Daily Schedule Date:________________ 
Time Account: Contact: Products: Purpose Sales Process 
Objectives: 
Employee's Own Goals: 
Skills Reviewed: 
Concepts Reviewed: 
Improvement Opportunities: 
Follow-up Training: 
Pre-Call Sales Call 
Call Evaluation: 
Forward / Changed Professionalism 
Sales Objective 
Set Sales Process Objective Met Time and Territory Management 
Brand Potential 
Analyzed 
Uncover 
Needs Skills Culinary 
Products Targeted Relationship Listening Communication 
Samples Planned 
Ask for the 
/ Brought 
Order Probing Attitude 
Questions 
Anticipated 
Set-Up for 
Next 
Handling 
Objections Preparation / Planning 
Possible 
Objections Post-Call Observing Rapport 
Account 
Knowledge 
Computer 
Use Presenter Skills Product Knowledge
Evaluation 
5
Training Initiatives 
Go-To-Market Strategy 
Operator Targeting 
Account Profiling 
Selling Proficiency 
Product Knowledge 
Food Safety 
Computer Skills 
Hiring Process 
Performance Planning 
Sexual Harassment Training 
Training Needs Analysis 
Course Design 
Strategic Selling 
Negotiations 
Classroom Facilitation 
Code of Ethics Training 
Meeting Planning 
Organizational Skills 
6
7 
New Hire Training 
Leader’s Guide 
Presentations
Training In Sales Meetings 
– Selling Process 
– Account Targeting 
– Time Management 
– Customized Sell 
Sheets 
– Presentations Skills 
– Listening / 
Questioning 
– CRM Systems 
– Team Building 
– Segment Selling 
– Overcoming 
Objections 
– Order Management 
– Culinary skills / 
Kitchen safety 
– Negotiating 
– Microsoft Training 
8
Competency Based Interviewing 
Why use Competences? 
– Eliminates 
misunderstanding 
about past 
experiences 
– Prevents personal 
impressions from 
affecting evaluation 
– Reduces applicant 
“faking” 
– What information do I 
need to assess 
behaviour? 
 How do I ask 
questions to get 
STARs? 
– STAR 
• Situation 
• Task - What was the 
situation or task 
• Action – What 
actions did you take 
• Result – What was 
the result 
9
10 
A Variety of Ready-to-go Modules
Samples 
Confidential 
For example purposes only 
11
New Hire Training 
Bob Longo Consulting 
(Making Learning Possible)
Department Overview 
Supply Chain 
Product Sales Inventory 
Marketing 
Forecasting and Planning 
Central Purchasing 
Customs Compliance 
Transportation Management 
Logistics Operations 
Customer Administration 
Order Management 
Accounts Receivable 
Billing and Invoicing 
Credit and Collections 
Cash Applications 
Meter Reads 
Service Contracts 
Sales 
Direct and Dealer Service 
Sales 
Global and Major account 
Sales 
High Volume Color Printing 
Color laser Printers 
Professional Services 
Product Marketing 
After Marketing 
Pricing and Program Marketing 
Promotions 
Communications 
Direct Marketing 
Business Planning 
Field Service Technicians 
Installation 
Preventative Maintenance 
System Troubleshooting 
Problem Resolution 
Ongoing Service Support 
Systems and Service Parts 
Logistics 
13
Executive Office 
Align US business strategies with Company Limited 
Define strategies that drive revenue and maximize profit 
Remain competitive within the document Finance 
solutions industry 
products 
Bring value to our customers 
Promote and reinforce 's Vision, Mission and Values in all 
business activity 
Human Resources 
Learning and Organizational Development 
Facilities Management 
Travel 
14 
Department Overview 
Human Resources 
Information Technology 
Application Development 
PC Maintenance 
Datacenter Management 
Telecommunication Infrastructure 
Enhance Financial Performance 
Assure Financial Control 
Optimize Financial Operations
Live the Values: Take Ownership - Benefits 
15 
 Take Ownership of Today And Tomorrow 
With ’s Comprehensive Benefits programs 
Medical 
Dental 
Vision 
Life Insurance 
Disability 
Flexible Spending 
Employee Assistance 
Program 
401(k) 
Beneplace
16 
Live the Values: Travel & Expenses 
Take Ownership 
Of Your Business Travel 
Business Travel Expenses
Continuous Improvement 
Training Introduction 
Bob Longo Consulting 
(Making Learning Possible)
Why are you Here? 
To learn tools and techniques to achieve… 
18
Five Principles of CI Transformation 
1. Value 
2. Identify 
Value 
Stream 
5. Seeking 
Continuous 
Improvement 
Five 
Principles 
4. Pull 3. Flow 
19
Five Principles – What it Means 
1. Value 
Value 
What is the customer willing to pay for? 
2. Identify the Value Stream 
Identify Value Stream 
The way the value is delivered, then reduce the wasteful steps 
3. Flow 
Make the remaining “value steps” flow without interruptions 
using 1-piece flow, standard work, pull, 6-S 
4. Pull 
Pull 
Triggering pull from customer needs 
5. Seeking Continuous Improvement 
Seeking Continuous Improvement 
By challenging the current state 
20
How do we Accomplish CI? 
 Kaizen is the practice of continuous 
improvement 
 Kaizen simply means change for better 
Clean air solutions 
21
Filtration and Indoor 
Air Quality 
Bob Longo Consulting 
(Making Learning Possible)
The Air We Breath 
23 
We eat 2 pounds of 
food per day 
We drink 4 pounds of 
fluid per day 
We breathe 48 pounds 
of air per day
24 
Our Atmosphere 
our atmosphere is constantly changing 
Nature and Humans are responsible for: 
•Generating 
•Moving 
several objects and things 
How do we protect ourselves against these moving 
objects ? 
What are these objects? 
How big these objects? 
Could we see them? 
Could we smell them?
U.S. 
Sales Update 
Indoor Air Quality
Maintenance 
Costs 
Apparent 
Expense 
Filter First Cost 
Hidden 
Costs 
Total Cost of Ownership
Prospecting and 
Understanding 
Personalities 
Bob Longo Consulting 
(Making Learning Possible)
CUSTOMER 
BUY-IN 
CONCEPTUAL 
TCO VALUE 
TAILOR SOLUTION 
/ VALIDATION 
PREPARATION 
CONFIRM 
DISCOVERY 
DISCOVERY 
DATA 
COLLECTION 
PRESENT 
TECHNICAL / ROI 
CUSTOMER 
ACCEPTANCE 
FORMALIZE 
QUOTATION 
NEGOTIATIONS 
CUSTOMER 
SATISFACTION 
CLOSE AND 
IMPLEMENT 
PROSPECT 
SUSPECT 
Sales Process
Why Study Personality Patterns? 
This will help you develop: 
 An awareness about yourself 
 Your ability to resolve conflicts 
 An ability to overcome 
communication roadblocks 
 Your own leadership style 
 A more positive work relationship 
 A happier family environment 
29
Quick View 
Extrovert 
Dominance Influencer 
Task People 
Conscientiousness Steady 
Introvert 
30
Developmental Planning 
ACTIVE / OUTGOING 
Dominance 
or 
Influencing 
RESERVED 
Steadiness 
or 
Conscientious 
TELLS 
“I” 
Direct 
Confident 
Restless 
Takes initiative 
ACCEPTS 
“He, she, they” 
Calm 
Supportive 
Loyal 
Team Player 
PERSUADES 
“We” 
Friendly 
Smiling 
Touching 
Optimistic 
ASSESSES 
“It” 
Calm 
Factual 
Rational 
Organized 
May Clash 
31
Sales Process 
Suspect – Body Language 
Bob Longo Consulting 
(Making Learning Possible)
33 
Body Language 
 What are the non-verbal messages are 
being sent? 
– If your Customer is not Responsive or Reflective 
it is not a good time to close 
– How are they sitting? Leaning? 
 What non-verbal messages are you 
sending? 
– Face your Customer 
– Make Good Eye Contact 
– Lean Forward and Keep an Open Posture 
– Nod, as it is the most effective gesture and 
positive reinforcement we have
34 
Gesturing 
Components of communication* 
What effects people during a presentation 
– 7% - Your choice of words 
– 38% - The way you say it 
– 55% - Your body language 
*Mehrabian communication research
Body Language 
 Do your non-verbals match your message? 
– Do you say one thing but your body language 
says another? 
 Hand-Gestures give good signals 
35
36 
Eager 
Sprint Position 
Open Legs 
Feet Under Chair 
On Toes 
Responsive 
Engaged 
Leaning Forward 
Open Body 
Open Arms 
Open Hands
37 
Reflective 
Listening 
Head Tilted 
Lots of Eye Contact 
Nodding 
High Blink Rate 
Evaluating 
Strokes Chin Position 
Looks Up and Right 
Legs Crossed in 4 
(Ankle on Knee) 
Eyes - upward to the right 
(their left). 
Trying to recall memories.
Bob Longo Consulting 
(Making Learning Possible) 
Bob Longo 
20 Maxal St. 
Green Brook NJ 08812 
Phone: 732 968 7808 
Cell: 732 991 1379 
E-mail: Bob_Longo1@Yahoo.com 
http://www.linkedin.com/in/BobLongoConsulting

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Training summary blc

  • 1. Training Summary Bob Longo Consulting (Making Learning Possible)
  • 2. Developmental Planning  Needs Analysis – Vertical Slice – Work With  Plan Training – Audience – Media  Delivery  Evaluation – Follow-up Work With – Mentorship Go to Market Strategy Vision VP Manager Employee Customers Execution Vertical Slice Interviewing 2
  • 3. Staff Development  Decide on the best course of training (Type of training determines delivery) – Self directed – Coaching – In-house module – Outside option Borkes 53719 DAM X X X DAM training > Pivots Burns 53117 OAM Coigne 53115 DAM X X Sharing knowledge PERSONNEL REP REP # TITLE PRESENTATIONS COACHING NEGOTIATIONS STRATEGIC SELLING EFFECTIVE COMMUNICATIONS FINANCE WRITING Adler DAM Negotiations, Strategic Anderson 53704 DAM X X X X Presentations, Negotiation Askins 53116 DAM X x X X Personnel public relations Balsamo 53702 DAM x x x x x Organization > Business Bertsch 53710 DAM x x x x x x x Presentations, PowerPoint Bevan 54112 DAM x x x Presentations, Business Bond DAM DEVELOPMENT PLANNING 3
  • 4. 4 Field Work Withs Name:______________________ Daily Schedule Date:________________ Time Account: Contact: Products: Purpose Sales Process Objectives: Employee's Own Goals: Skills Reviewed: Concepts Reviewed: Improvement Opportunities: Follow-up Training: Pre-Call Sales Call Call Evaluation: Forward / Changed Professionalism Sales Objective Set Sales Process Objective Met Time and Territory Management Brand Potential Analyzed Uncover Needs Skills Culinary Products Targeted Relationship Listening Communication Samples Planned Ask for the / Brought Order Probing Attitude Questions Anticipated Set-Up for Next Handling Objections Preparation / Planning Possible Objections Post-Call Observing Rapport Account Knowledge Computer Use Presenter Skills Product Knowledge
  • 6. Training Initiatives Go-To-Market Strategy Operator Targeting Account Profiling Selling Proficiency Product Knowledge Food Safety Computer Skills Hiring Process Performance Planning Sexual Harassment Training Training Needs Analysis Course Design Strategic Selling Negotiations Classroom Facilitation Code of Ethics Training Meeting Planning Organizational Skills 6
  • 7. 7 New Hire Training Leader’s Guide Presentations
  • 8. Training In Sales Meetings – Selling Process – Account Targeting – Time Management – Customized Sell Sheets – Presentations Skills – Listening / Questioning – CRM Systems – Team Building – Segment Selling – Overcoming Objections – Order Management – Culinary skills / Kitchen safety – Negotiating – Microsoft Training 8
  • 9. Competency Based Interviewing Why use Competences? – Eliminates misunderstanding about past experiences – Prevents personal impressions from affecting evaluation – Reduces applicant “faking” – What information do I need to assess behaviour?  How do I ask questions to get STARs? – STAR • Situation • Task - What was the situation or task • Action – What actions did you take • Result – What was the result 9
  • 10. 10 A Variety of Ready-to-go Modules
  • 11. Samples Confidential For example purposes only 11
  • 12. New Hire Training Bob Longo Consulting (Making Learning Possible)
  • 13. Department Overview Supply Chain Product Sales Inventory Marketing Forecasting and Planning Central Purchasing Customs Compliance Transportation Management Logistics Operations Customer Administration Order Management Accounts Receivable Billing and Invoicing Credit and Collections Cash Applications Meter Reads Service Contracts Sales Direct and Dealer Service Sales Global and Major account Sales High Volume Color Printing Color laser Printers Professional Services Product Marketing After Marketing Pricing and Program Marketing Promotions Communications Direct Marketing Business Planning Field Service Technicians Installation Preventative Maintenance System Troubleshooting Problem Resolution Ongoing Service Support Systems and Service Parts Logistics 13
  • 14. Executive Office Align US business strategies with Company Limited Define strategies that drive revenue and maximize profit Remain competitive within the document Finance solutions industry products Bring value to our customers Promote and reinforce 's Vision, Mission and Values in all business activity Human Resources Learning and Organizational Development Facilities Management Travel 14 Department Overview Human Resources Information Technology Application Development PC Maintenance Datacenter Management Telecommunication Infrastructure Enhance Financial Performance Assure Financial Control Optimize Financial Operations
  • 15. Live the Values: Take Ownership - Benefits 15  Take Ownership of Today And Tomorrow With ’s Comprehensive Benefits programs Medical Dental Vision Life Insurance Disability Flexible Spending Employee Assistance Program 401(k) Beneplace
  • 16. 16 Live the Values: Travel & Expenses Take Ownership Of Your Business Travel Business Travel Expenses
  • 17. Continuous Improvement Training Introduction Bob Longo Consulting (Making Learning Possible)
  • 18. Why are you Here? To learn tools and techniques to achieve… 18
  • 19. Five Principles of CI Transformation 1. Value 2. Identify Value Stream 5. Seeking Continuous Improvement Five Principles 4. Pull 3. Flow 19
  • 20. Five Principles – What it Means 1. Value Value What is the customer willing to pay for? 2. Identify the Value Stream Identify Value Stream The way the value is delivered, then reduce the wasteful steps 3. Flow Make the remaining “value steps” flow without interruptions using 1-piece flow, standard work, pull, 6-S 4. Pull Pull Triggering pull from customer needs 5. Seeking Continuous Improvement Seeking Continuous Improvement By challenging the current state 20
  • 21. How do we Accomplish CI?  Kaizen is the practice of continuous improvement  Kaizen simply means change for better Clean air solutions 21
  • 22. Filtration and Indoor Air Quality Bob Longo Consulting (Making Learning Possible)
  • 23. The Air We Breath 23 We eat 2 pounds of food per day We drink 4 pounds of fluid per day We breathe 48 pounds of air per day
  • 24. 24 Our Atmosphere our atmosphere is constantly changing Nature and Humans are responsible for: •Generating •Moving several objects and things How do we protect ourselves against these moving objects ? What are these objects? How big these objects? Could we see them? Could we smell them?
  • 25. U.S. Sales Update Indoor Air Quality
  • 26. Maintenance Costs Apparent Expense Filter First Cost Hidden Costs Total Cost of Ownership
  • 27. Prospecting and Understanding Personalities Bob Longo Consulting (Making Learning Possible)
  • 28. CUSTOMER BUY-IN CONCEPTUAL TCO VALUE TAILOR SOLUTION / VALIDATION PREPARATION CONFIRM DISCOVERY DISCOVERY DATA COLLECTION PRESENT TECHNICAL / ROI CUSTOMER ACCEPTANCE FORMALIZE QUOTATION NEGOTIATIONS CUSTOMER SATISFACTION CLOSE AND IMPLEMENT PROSPECT SUSPECT Sales Process
  • 29. Why Study Personality Patterns? This will help you develop:  An awareness about yourself  Your ability to resolve conflicts  An ability to overcome communication roadblocks  Your own leadership style  A more positive work relationship  A happier family environment 29
  • 30. Quick View Extrovert Dominance Influencer Task People Conscientiousness Steady Introvert 30
  • 31. Developmental Planning ACTIVE / OUTGOING Dominance or Influencing RESERVED Steadiness or Conscientious TELLS “I” Direct Confident Restless Takes initiative ACCEPTS “He, she, they” Calm Supportive Loyal Team Player PERSUADES “We” Friendly Smiling Touching Optimistic ASSESSES “It” Calm Factual Rational Organized May Clash 31
  • 32. Sales Process Suspect – Body Language Bob Longo Consulting (Making Learning Possible)
  • 33. 33 Body Language  What are the non-verbal messages are being sent? – If your Customer is not Responsive or Reflective it is not a good time to close – How are they sitting? Leaning?  What non-verbal messages are you sending? – Face your Customer – Make Good Eye Contact – Lean Forward and Keep an Open Posture – Nod, as it is the most effective gesture and positive reinforcement we have
  • 34. 34 Gesturing Components of communication* What effects people during a presentation – 7% - Your choice of words – 38% - The way you say it – 55% - Your body language *Mehrabian communication research
  • 35. Body Language  Do your non-verbals match your message? – Do you say one thing but your body language says another?  Hand-Gestures give good signals 35
  • 36. 36 Eager Sprint Position Open Legs Feet Under Chair On Toes Responsive Engaged Leaning Forward Open Body Open Arms Open Hands
  • 37. 37 Reflective Listening Head Tilted Lots of Eye Contact Nodding High Blink Rate Evaluating Strokes Chin Position Looks Up and Right Legs Crossed in 4 (Ankle on Knee) Eyes - upward to the right (their left). Trying to recall memories.
  • 38. Bob Longo Consulting (Making Learning Possible) Bob Longo 20 Maxal St. Green Brook NJ 08812 Phone: 732 968 7808 Cell: 732 991 1379 E-mail: Bob_Longo1@Yahoo.com http://www.linkedin.com/in/BobLongoConsulting