Use these worksheets to create a comprehensive operating plan for the year for you and your underwriting team.

Success comes when we think ahead. When you develop a comprehensive sales operating plan at the start of the year, you’ll be able to improve and motivate your sales reps according to their individual strengths, and prepare for disruptions and other external factors that may impact your success (like technology, the economy, or market and business consolidation). Our turnkey worksheets for sales managers and sales reps will help your team organize everything you need to plan for sales…

Your Team Can Plan Too!

Your sales staff can create in-depth individual sales plans that roll up to your master operating plan.

View planning guides for account executives >>