PLT_Playbook_v2

The Nationwide Academy Playbook
June 11 th Training Tactic
NERO Sales Manager Meeting
Onsite meeting for Sales Managers in the NERO region. The Sales RVP and AVP will kick off the
session and cover expectations, roles and responsibilities. Program Management and Field Product
will host an open conversation about One Product to check for proficiency and confidence. The
Nationwide Academy will virtual facilitate a PolicyCenter lab and debrief, where the sales manager will
be able to demonstrate proficiency and confidence in PolicyCenter. The second half of the meeting
will allow for an open conversation for the sales team to develop an activation and go to market
strategy regarding One Product and PolicyCenter.
Training Experience Scorecard (Sales Managers)
This scorecard provides sales leadership and key business stakeholders with a universal view of how
the agent is progressing through the learning experience and includes registrations, attendance and
completions of e-Learning modules, virtual sessions, and Training Connection/Click to Chat
interactions. Use the scorecard to ensure agents are signed up for training. Be sure to review the data
to identify where your agents would benefit from an engagement conversation or intervention.
Although the scorecard will be emailed weekly April 30-July 2 the scorecard can also be found on
One Product SalesNation page on the Measures tab. It can also be found through the Nationwide
Academy page on the Business Impact>Reports tab.
Direct Workshops (Direct Agents)
This will be offered in a pure workshop format; held virtually and also physically. The workshop will
provide the top five to ten state changes and/or system enhancements. Scenarios will take the form of
quick cards. Time and consideration will be given to participants who bring their own scenarios. This
tactic is less about teaching/facilitating and more about practicing/coaching.
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