Chart Learning Solutions

What are the core personal skills and behaviors that you need to achieve sales success when working with customers, clients and prospects? Our service self-management curriculum focuses on the inner-facing skills needed to build a solid foundation and achieve sales excellence. The topics covered include product knowledge, contact management, time and stress management, responsible initiative, coaching and mentoring, career development, critical thinking and problem solving, ethics, project management and rewards and recognition.

Discover the four stages of self-management. Discover the seven categories of competency that includes product and service knowledge, procedures, features and benefits, unique language, technical, organizational, and uniqueness. You will understand why it is important to invest the time in developing strong foundations in self-management skills whether you’re a beginner or pro.

Product Knowledge: Product and Procedural Knowledge

Knowledge of the competition to gain competence and confidence are interconnected to professional success. Understand how competitive company information, product information and representative’s information can add insight and valuable data for you.

Product Knowledge: Competitive Knowledge

Credibility is the ability to inspire belief. The two dimensions of credibility are trustworthiness and expertise. Understand the steps for building credibility that include planning, training, listening, trusting others, building democracy, and building community. Implement the disciplines of credibility to increase credibility.

Product Knowledge: Building Credibility

Experts could influence others as a result of an earned, not elected or appointed status. Understand the two approaches to gaining expertise and how to make good decisions quickly. Discover why you need both depth and breadth of knowledge in order to set an appropriate direction other will follow.

Product Knowledge: Developing Expertise

Understand the difference between trends and fads and we will guide you how to identify fourteen consumer trends. Discover four trends that your business can satisfy and promote to stay ahead of the curve and how to offer trend advice for your buyers to position yourself as the go-to person for industry advice.

Product Knowledge: Industry Trend Resource

Product Knowledge

CRM is a software or internet-based approach to managing customer contacts and relevant data. Five must-have CRM features include sales management tools, marketing automation, customer support, data tracking and integration and analytics. Discover how to ensure that your CRM will not fail with employees. Understand and the correct CRM required for your requirements.

Contact Management: Customer Relationship Management

Sales force automation is an information system used to integrate and manage all sales, service, and marketing functions. Understand the key functions and benefits to sales and service providers. We will show you how to overcome complaints of time consumption and the benefits to managers and marketing.

Contact Management: Sales Force Automation

Keep track of customer details in your CRM. It's a perfect memory. We will help you to identify tips for getting started and how to follow 8 steps to a successful Customer Relationship Management implementation.

Contact Management: CRM Implementation

Customer Experience Management is the process of strategically managing a customer's entire “touch point” of experiences within an organization. Discover the dangers of ignoring Customer Experience Management and five areas of analysis to enhance your sales and customer service.

Contact Management: Customer Experience Management

Customer satisfaction equals your performance, divided by customer expectations. Expectations change depending on the situation and customer conditioning. Discover how to manage product expectations and manage the four levels of customer expectations. Exceed customer expectations with the 6 F’s.

Contact Management: Managing Customer Expectations

Contact Management

This course will ensure that you maximize your daily activities more effectively and take back control of your time. Understand the importance of setting a goal and why it is important to be proactive rather than reactive. Why is a mission statement important and what are the three elements of an effective mission statement? Prioritize your tasks more effectively according to the urgency and importance of the task at hand.

Time Management: Effectiveness, Missions, and Goals

Become more efficient in your daily routine with our 6 criteria for increased efficiency and understand how to apply each in your situation. Take the stress out of your work by streamlining your tasks and we will show you how to eliminate all the biggest time wasters in your work. Understand the 60 second test to assist with the filing and paperwork in your work area. You will feel like you get more done in half the time and increase your efficiency like you never thought possible.

Time Management: Efficiency

Learn how to make the most of your time by implementing guidelines that is smart, measurable, achievable, relevant and time based. With accurate goal setting, you will maximize your efficiency as well as your effectiveness and in doing so, learn how to record and track your progress throughout the duration of a specific task, or even merely throughout your normal routine day. You will be able to schedule recurring activities without having anxiety about where you’ll have to find the time.

Time Management: Scheduling Smarts

24 hours sometimes simply doesn’t seem like enough time. Learn how to identify “hidden time” in your day, which will mean extraordinary things for you in terms of completing your deadlines and reaching your goals. You will learn how to make the most of your “down time” by for instance, creating a game out of time saving. We don’t believe in all work and no play, and therefore provide you with the tools to have fun while effectively managing and creating your time, virtually effort free.

Time Management: Finding Hidden Time

“Procrastination makes easy things hard, and hard things harder” – Mason Cooley. Learn how to avoid procrastination and finalize your tasks with ease. Learn how to apply the most effective guidelines for delegation and ensuring responsibilities get taken care of. You will learn how to get more done, in less time and we will teach you how to balance your precious home life with that of a stressful career life. Your productivity will be at it utmost maximized capacity after you have completed this course.

Time Management: Maximizing Productivity

Time Management: Sales Scheduling Smarts

Time Management

Personal leadership means taking ownership of your work, being in charge of your decisions, actions, and results without constant intervention from your manager. We will show you how to ask questions to find leadership opportunities and how to ensure you align with the organizational mission, goal and values. Discover the four stages of personal leadership and how you can implement these to reach your desired goals.

Responsible Initiative: Personal Leadership

Initiative is the ability to take action without specific directives from others and is critical to organizations to stay competitive. Discover how you can achieve balanced flexibility while understanding how to see worthwhile opportunities. We will show you how to act responsibly without being told what to do.

Responsible Initiative: Initiative for Responsible Results

Synergy produces greater results than the effort of one working alone. Discover the benefits of working together in teams to enhance productivity. Understand how to manage up when required and what will impact the team. Get others to help you and discover how initiative is the secret in how teams achieve synergistic results.

Responsible Initiative: Achieving Results with Others

Personal accountability is about taking control of your life to achieve the outcomes you want by design, not by default. Understand the difference between the victim and victor and apply the four stages of the victim or victor cycle to keep your team accountable. Understand why collaboration will be vital throughout the four stages when others accountable.

Responsible Initiative: Personal Accountability

Understand why fear, habit, laziness and perfectionism are four personal obstacles to action and how to manage this. Fear is the biggest obstacle and we will show you how to get rid of fear by following 7 steps. You will learn how to convert obstacles into opportunities.

Responsible Initiative: Overcoming Obstacles

Responsible Initiative

There are many challenges to getting the right help, most of which are our own mental self-doubt that gets in the way. We will teach you the guidelines for getting the right help. The one technique for getting help is to ask for it in the form of a statement. We will show you how to ask for the detail, be specific and thanking your helper. You will understand the benefits of a buddy system approach and group brainstorming. We will guide you on certain areas you need to be sensitive when asking or giving help.

Coaching and Mentoring: Getting the Right Help

While having the right resources is important, often it’s other people who can help us most. Anyone with whom you communicate knows something that you don’t. We can all learn from and help each other create a continuous learning path. Learn how you can actively mentor those around you. Share knowledge, experience and insights with those around you. Are you ready and willing to mentor? We will share the characteristics of effective peer mentors and teach you eight types of peer mentoring. You will also understand what behaviors to avoid such as criticizing, giving advice and rescuing.

Coaching and Mentoring: Mentoring Peers

Peer coaching is a cost-effective way to provide quality employee development to high-potential and emerging leaders. Learn about the behaviours that will ensure you are a great peer coach. You will understand why questions play an important role for effective coaching and how to use the correct questioning sequence for an effective coaching session. Learn the behaviours and steps under your control for achieving the end goal.

Coaching and Mentoring: Coaching Peers

Understand the four-stage personal leadership questioning process any external coach would use. Self-control is at the core of self-coaching. Understand how to set your goals, get help, implement your plan and celebrate your success at the end. We will show you how to implement self-control and impulse management techniques to stay on track.

Coaching and Mentoring: Self-Coaching

Feedback is the fastest intervention to performance improvement. If done effectively, it can be highly motivating and play a critical role in employee development. You will understand the benefits of effective feedback including accelerated learning, improved performance, enhanced relationships and increased self-esteem. You will understand why you should avoid being judgmental and you will be able to identify behavioral gaps. We will elaborate why you need to be specific, impartial during feedback. You will be introduced to a “feed-forward” process that will be extremely powerful for you in the future.

Coaching and Mentoring: Giving and Receiving Feedback

Coaching/Mentoring

Internal barriers are any psychological self-limiting beliefs that inhibit productive, constructive job behavior. What are internal obstacles and how do you manage them such as fear, holding back, lack of business skills, avoiding politics and selfish development. Understand and manage the external obstacles including the “glass ceiling”, status leveling and political games. Apply tactics for dealing with office politics or games and we will show you how you can create positive plans for career success.

Career Development: Overcoming Workplace Barriers

Assertive behavior is to confidently express what one feels, believes, or thinks while respecting the boundaries of feelings, beliefs, and thoughts of others. Understand the three components of interpersonal communication in more detail, verbal, vocal and visual message. We will show you how to own your thoughts and feelings and take a stand to express your rights or emotions.

Career Development: Assertiveness

Discover the four reasons you should have a meeting and how you decide who should attend. Without the correct attendees you are wasting your time and theirs. Understand how to run an effective meeting and why it is important to balance structure with content and interaction. Apply our do’s and don’ts and implement time-saving tips to run productive meetings in half the time.

Career Development: Productive Meetings in Half the Time

Conflict is when two or more parties, with perceived incompatible goals, undermine each other's wants or needs. Establish the root cause of the conflict and understand how to apply the five conflict management strategies. Understand the pro’s and cons of avoidance, competing and collaboration. We will guide you how to resolve conflict and how to find effective resolutions to difficult conversations.

Career Development: Conflict Management

We will help you discover on-going strategies for promotability and looking for fast-track options. Understand the four stage of a career path and plan for career detours such as recessions, millennial competition and late retirements. Understand the value and importance of packaging yourself for promotion with a career portfolio.

Career Development: Moving Up the Ladder

Career Development

Problem recognition occurs when you become aware of a gap between where you are and where you want to be. We will guide you to proactively look for hidden problems using tools such as a gap analysis, surveys and interviews. How do you unpack a problem to see the entire problem and not only a small part of the problem? Understand what you can do to initiate problem recognition and how you can gather data.

Problem Solving: Early Problem Recognition

Utilize the four stages of problem-solving and discover what characteristics you need to consider when solving a problem. What is the difference between a problem and dilemma? We will demonstrate how you can verify that your problem has been resolved by evaluation and questions.

Problem Solving: Four Stages of Creative Problem Solving

Problem definitions provide a target boundary, description, and measure of success. To accurately define a problem, use techniques such as data collection, symptom analysis, brainstorming, key-word analysis, force-field analysis, writing it down, and writing a conflict definition. Discover why most problems exist and how to solve the root cause of a problem. Understand the difference between being at cause or at affect and how you can be in control.

Problem Solving: Defining Problems Accurately

Understand how you can categorize decisions to make decisions more effectively. Take a measured approach with the four steps to decision making. How do you anticipate the implementation of your decision by asking what, who, when, where and how questions? Understand how to monitor implementation through observation of key success indicators.

Problem Solving: Confident Decision-Making

A crisis is an urgent demand for change that must be addressed immediately. Identify the main cause of a crisis as it is often people-related. Crisis management merely controls the problem and crisis resolution must end the situation. Understand how to prevent, manage and eliminate a negative impact. Discover the six steps to crisis resolution and how do you ensure that you learn from a crisis?

Problem Solving: Crisis Resolution

Problem-Solving

Ethics is the difference between what you have a right to do and what is right to do. Understand what is ethics and how it attempts to answer questions about how people should behave. How can you identify a potential ethical dilemma? Discover the 3 causes of unethical behaviors and how to handle them.

Ethics: Introduction to Ethics

Understand what is the difference between and employees’ rights and responsibilities. Discover what is your circle of ethical influence and what responsibilities you need to demonstrate. We will unpack the various types of ethical responsibilities and why they are important.

Ethics: Employee Ethical Responsibilities

Understand how to base duty-principled decisions on doing what is right according to natural laws such as the right to life, health and safety. How do you take the emotion out of a situation and decide what is right? We will show you how to understand the facts, the ethical dilemma, stakeholders, the consequences, duties and responsibilities, character and integrity and clarify these before reaching a decision.

Ethics: Ethical Dilemma Decision-Making

Ethical problem-solving is everyone’s responsibility. Understand the four common ethical business problems and how to handle them such as HR issues, conflicts of interest, improper use of company resources and customer confidence issues. Discover how to solve ethical problems and avoiding moral disasters. Understand the four stages of ethical problem solving and how to manage this.

Ethics: Ethical Problem-Solving

We will help you to understand the six common excuses for unethical behavior and what are the three most pervasive ethical misconducts. Discover the ultimate guidelines for managing ethical conduct and how to show empathy, get the truth, and be sensible. Always focus on responsibility, respect and results for leading your business ethically.

Ethics: Leading Ethical Conduct

Ethics

The way you react to stress determines its positive or negative effects on you. Good stress, called eustress, is any positive response to a stressor that produces optimal performance and well-being. Discover how to manage stress and how to spot bad stress. Realizing that you’re in control of your life is the foundation of stress management. We will show you how to turn distress into success.

Stress Management: Stress for Success

Avoid the cumulative effects of stress by daily balancing them out with stress management techniques. We will help you to understand the three “legs” of stress management and how you can apply control and cleanse techniques for managing stress.

Stress Management: Stress Management Techniques

Resiliency is the capacity to deal with change and continue to adapt or develop. Emotional resilience is determined partly qualities you're born with. With a little effort however, resiliency can be strengthened over time by anyone.  Discover the characteristics of resilient people and how to ensure you don’t only use resiliency in times of adversity.

Stress Management: Resiliency

Trying to “do it all” can lead to serious health challenges. Challenges of work-life balance include stereotypical gender roles and work environments that are slow to accommodate working families. We will show you ideas for balancing home and career effectively. Discover how to balance your time and quality of activity using the eight categories of a well-balanced life.

Stress Management: Balancing Home and Career

Job burnout is triggered by many causes such as feeling helpless and lack of job meaning. Understand the symptoms of job burnout and ways to prevent or eliminate job burnout. Use the relaxation response to revitalize the mind, body, and spirit from neural overload.

Stress Management: Preventing Job Burnout

Stress Management

Self-appreciation is the ability to acknowledge oneself with admiration, love, and gratitude, honoring our accomplishments and strengths. The greater one’s self-appreciation, the more one has to contribute to others. Discover the benefits of self-appreciation and why it is important in your public and private life. Self-appreciation is a skill that everyone can learn. This course will help you choose a strategy that works for you.

Rewards and Recognition: Giving Rewards and Recognition

Appreciative Inquiry is a process of asking positive questions and envisioning the future that uncovers the best in people and organizations and enabling positive change. Understand the seven core principles of Appreciative Inquiry and you will be able to apply the five stage model to consider conditions necessary for success using appreciative inquiry.

Rewards and Recognition: Self-Appreciation

Rewards and Recognition: Appreciative Inquiry

Studies show that customers value gestures of appreciation. We will show you various ways for showing appreciation and identify the key components when writing a customer appreciation letter. We will share some tips writing the letter and ensure you increase the emotional connection with your customers.

Rewards and Recognition: Customer Appreciation

Compliments are verbal or written expressions of admiration, praise, recognition, honor, congratulations, affection, or encouragement. An empowered compliment is an expression of appreciation that can cultivate confidence and creative contributions for both the sender and receiver. Benefit from our steps to deliver an empowered compliment. We will also show you the importance of acknowledging a compliment when one is offered.

Rewards and Recognition: Empowered Compliments

Rewards/Recognition

Critical thinking means taking control of your thoughts to see if they make sense and applying self-corrective thinking to reach the highest level of rational reasoning and fair-mindedness. We all know the consequences of unchecked and undisciplined thinking. Understand what critical thinkers do and know the three levels of thinking. We will help you to think fair, open-minded, unbiased, unprejudiced and work to overcome personal biases.

Critical Thinking: Introduction

Fallacies are incorrect conclusions drawn from incorrect reasoning in an argument. One problem with deception is that the perpetrators often don’t know they’re doing it. They believe what they’re saying. Discover how to identify the traits of sloppy thinking and the impact it will have. We will give you guidelines to move sloppy thinking to elegant thinking where they will help you reach your goal.

Critical Thinking: Managing Deceptions and Fallacies

You can make better sense of what you read, hear and become more persuasive by understanding arguments. The purpose of an argument is to make a valid point or persuade thinking. Understand the two parts of an argument and how to use evidence to support a claim. Understand how you can evaluate a persuasive argument by focusing on pinpointing the claim, identify evidence, test the evidence and identify conclusions.

Critical Thinking: Persuasive Arguments

Rational decisions are based on reasonable, intelligent thinking. Discover how rational thinking can improve the quality of your life and help you to take a reasonable approach in knowing what to think. Understand why a checklist can help you in complex situations and apply our steps make rational decisions.

Critical Thinking: Checklists for Rational Decisions

Arguments are used to persuade and contain a claim and conclusion and explanations are used to increase understanding by finding the best reasoned answer through a learning process. Understand the four steps for optimal understanding and how to use questioning to increase your level of understanding. Discover the power of reflection as it will help you to make the correct decisions.

Critical Thinking: Optimal Understanding

Critical Thinking

Starting a project can be an intimidating prospect. Understand why it is important know the difference between a project and an assignment or program. We will help you to understand key definitions used in Project Management and the responsibilities and attributes of effective project managers. You will discover the four phases of project management that is vital to the success of any project.

Project Management: Introduction

This course will ensure that you have the correct knowledge for the start of any project. We will help you understand the basic project management terminology and how to set the project up for success. Know the meaning of words in project management like life cycle, milestone, project charter, SOW and scope. Human capital will be an important component for the project success and this course will help you with guidelines to choose the core project team and set the rules and guidelines for the team.

Project Management: Project Definition

What elements do you require for a project plan and how do you create a work breakdown structure? Let us help you to take the trouble out project planning. This course will teach you three steps to take when scheduling work and why it is important to schedule correctly as this will add to the success of the project.

Project Management: Project Planning

Do you know what is the project manager’s responsibilities during the implementation? We will help you to implement and understand what the vital components of a successful launch are are. How do you run effective meetings? How do you control work in progress? Let us help you to understand these questions and unpack the four roles of a project manager in review meetings. You will experience conflict during the project and we will teach you how to resolve any conflict you will experience.

Project Management: Project Implementation

There comes a time when good things (or bad) come to an end. You will understand why it is important to close a project and the contents of a final evaluation report. This last phase wraps up the details and allows you a sense of completion. The shutdown process can be complex and drawn out with lots of loose ends. We will help you to focus on the required steps required to close the project efficiently.

Sales Self-Management

What you'll learn

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