Maximize the Value of Your Annual Sales Meeting [Infographic]

Your annual sales meeting is an opportunity to create alignment in your sales force for the year ahead. There is significant investment in gathering your entire sales team together, so it is crucial to establish an agenda that maximizes ROI.

Develop a clear plan to provide company updates, reinforce your sales strategy and drive behavioral change. Ultimately, you want to create buy-in to achieve your goals for the year.

Here are 5 best practices for planning an effective annual sales meeting agenda:

How to Planning Annual Sales Meeting Infographic - DoubleDigit Sales

1. Set clear objectives

As you begin to plan your annual sales meeting, determine your primary objectives. Are you seeking buy-in on a strategy or initiative? Do you need to equip your salespeople with new skills to drive growth in your organization? Here are some examples of meeting objectives to inspire you:

  • Improve team culture and community 
  • Teach new skills and capabilities
  • Communicate key messages
  • Set expectations
  • Instill personal accountability

Defined objectives will guide the topics and activities on your agenda. 

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2. Balance your agenda

Organizations often try to cram too much into a few days. Once you have chosen your objectives, decide which business updates and skill development opportunities are valuable to the team.

Balancing discussions and activities with downtime is important. It will keep your team engaged, motivated and ensures they also have time to interact with one another.

3. Engage your team

Make it easier for your team to retain key messages, absorb new learning and contribute to the success of your sales meeting. You can create an engaging environment by:

a. Starting the meeting with an energizer before kicking-off important topics.
b. Encouraging executives to weave storytelling into their presentations. Compelling stories that support facts and data will help keep the team interested. 
c. Grouping people into teams for activities.

4. Stretch their comfort zone

Another way to create engagement is by getting your team out of their comfort zone. Design experiences and exercises that involve using a new skill or sharing best practices and struggles.

Q&A sessions, competitive exercises, games, and role-plays are all great activity options that challenge team members to rethink their daily approach to work.

5. Sharpen their selling skills

The annual sales meeting is an opportunity to create a common language and approach across your organization. Use various learning methodologies to help your sales force build new skills, tools and processes to improve performance.  

Aim to have the team leave with a new skill, idea or tool that will help them increase sales results.

As you plan your annual sales meeting agenda, remember to keep your primary objectives in mind. Save our infographic above for reference during your planning process!

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