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2024 Sales Kickoff Planning Template

The document is a planning template for the 2024 Sales Kickoff (SKO) event, designed to ensure team success. It outlines key components such as company mission, executive alignment, objectives, pre-work, and post-event learning strategies. The template emphasizes engagement, behavior changes, and preparation for reps to maximize the effectiveness of the SKO.

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sripathic
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110 views5 pages

2024 Sales Kickoff Planning Template

The document is a planning template for the 2024 Sales Kickoff (SKO) event, designed to ensure team success. It outlines key components such as company mission, executive alignment, objectives, pre-work, and post-event learning strategies. The template emphasizes engagement, behavior changes, and preparation for reps to maximize the effectiveness of the SKO.

Uploaded by

sripathic
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

THE 2024 SALES KICKOFF

PLANNING TEMPLATE

The sample planning template below will help you prepare for this year’s SKO
event and ensure your team’s success in 2024.

COMPANY MISSION STATEMENT

Inspire your reps with a meaningful mission; describe how you want reps to feel after this event

2024 SKO EXECUTIVE ALIGNMENT

Key pain point(s) or challenges reps currently face

Leadership’s 2-3 top initiatives or outcomes

Specific behavior change(s) that will drive above outcomes

2024 SKO OBJECTIVE(S)

How will you train/prepare reps to master the specific behaviors listed above?
2024 SKO PLAY

What do reps need to know before attending?


Ex: Understand FY24 sales strategy

What do reps need to show before attending?


Ex: A personal goal you wish to achieve at the event with your manager

What do reps need to say before attending?


Ex: Inform external stakeholders that you will be unavailable

What do reps need to do before attending?


Ex: Book a hotel by a specific date

2024 SKO THEME

SKO PRE-WORK

GOAL: What is specific behavior change this pre-work contributes to

CONTENT: Add links to training and coaching materials reps must complete prior to your SKO
PRE-WORK DISCUSSION QUESTIONS FOR LIVE EVENT

Leverage open-ended questions to engage reps and ignite peer-to-peer learning (e.g., “What was
something from the assignment that stood out to you as new or unusual? How do you see this
technique working or not working with a customer? What concerns do you have about this new skill?”)

LEADERSHIP KEYNOTE

Leader and bio:

Takeaway: Describe what you reps to feel after this session

Talking points:

MARKETING STRATEGY

Marketing representative and bio:

Takeaway: Describe what you reps to learn from this session

Talking points:

CUSTOMER HIGHLIGHTS
Reinforce product messaging through customer highlights

YEAR-END HIGHLIGHTS

Reinforce strategy execution through year-end highlights

ICEBREAKER QUESTIONS

TEAM-BUILDING ACTIVITIES

HAPPY HOUR

Venue/catering:

Option for remote employees:


Ex: Remote employees will receive a $25 gift card to order dinner and will join a virtual networking
event
SKO CONTINUED LEARNING

GOAL: How will you engage reps to further drive master of specific skills post-event?

CONTENT: Add links to training and coaching materials reps can reference after your SKO

SKO KNOWLEDGE CHECK

GOAL: What specific behavior are you trying to examine?

CONTENT: Add links to knowledge check materials reps must complete after your SKO

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