< Team Name > Charter
Objective < Describe desired outcome of team for company >
Scope < Describe team’s key responsibilities >
Primary
< Receivers of your service such as Sales team, customers >
Secondary
< Providers of your service such as corporate functions >
Next 6 Months
< Short-term projects >
6 – 18 Months
< Longer-term project >
Leading
< Activity based metrics such as # of calls, # of meetings, # of opportunities >
Lagging
< Outcome based metrics such as time to full productivity, quota / target achievement >
Stakeholders:
Key
Deliverables:
Metrics:
1
Charter Example
© Artizen, Inc. All rights reserved.
2
Sales Enablement Charter - Example
Objective
Increase sales productivity and revenue by reducing the onboarding time from hire to full productivity;
increase size and quantity of opportunities entering the funnel; and increasing deal size and volume.
Build foundational knowledge for our sales team to quickly become productive upon hiring and increase
Scope Sales productivity through training, certification and the adoption of effective messaging, processes and
tools.
Primary
Sales Management, Field Sales, Channel Sales, Inside Sales, Sales Development
Secondary
Marketing, Product Marketing, Customer Service, Finance, Legal
Next 6 Months
•
•
•
Certify sales team on new methodology
Train team on new product line
Update objection handling training
6 – 18 Months
•
•
Deploy new Sales Enablement Platform
Create and deploy partner self-service portal
Leading
< Activity based metrics such as # of calls, # of meetings, # of opportunities >
Lagging
< Outcome based metrics such as time to full productivity, quota / target achievement >
Stakeholders
Key
Deliverables
Metric:
© Artizen, Inc. All rights reserved.
3
Charter Socialization Slide - Example
Build foundational knowledge for our sales team to quickly become productive upon
hiring and increase Sales productivity through training, certification and the adoption
of effective messaging, processes and tools.
• Sales Leadership
• Promotions
• SPIFFs
• Commissions
• Marketing
• Product
Releases
• Webinars
• Campaigns
• Finance
• Legal
© Artizen, Inc. All rights reserved.
Certification
Training
Recognition
• Sales Management
• Field Sales
Sales Enablement
• Inside Sales
• Sales Development
• Channel Sales
Enablement
Priorities
Continuous
Improvement
• Partners
4