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iRubric: Sales Meeting Preparation rubric

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Sales Meeting Preparation Appirio Sales Pitch Rubric Review of the open ended questions from the Sales Meeting Preparation Module Rubric Code: EX22C37 By SAMUELVILLEGAS Ready to use Public Rubric Subject: Business Type: Assessment Grade Levels: Post Graduate

Assessment Answer
	Poor 1 pts	Proficient 2 pts	Advanced 3 pts
Sales Preparation (Question 1)	Poor Not much thought was put into the answer. It appears that the learner sped through the response without considering the outcome of the preparation. The learner did not take into consideration of the client's needs before responding.	Proficient The learner considers the outcome of the three questions. The learner incorporated the needs of the client, but didn't fully connect the questions and needs to the outcomes of the meeting.	Advanced The learner connected the needs of the client, the outcome(s) of the meeting, and questions to provide a professional plan for the client to execute.
Meeting Preparation (Question 4)	Poor The learner provided a plan that lacked purpose, objective(s), and action item(s). The learner did not take the client into consideration when making his or her plan.	Proficient The learner created a plan that had a purpose, objective(s), and action item(s) that could be executed. There are opportunities for refinement but the meeting would run smoothly.	Advanced The learner created an exception plan that had a clear purpose, measurable objective(s), and action item(s) that help progress the sale. The learner clearly has control of the meeting agenda and is prepared to meet with the client.
Understanding Client Roles (Q 5)	Poor The learner did not take the individual's role or background into consideration when predicting the role for the client or establishing the goal for the individual.	Proficient The learner considered the individual when predicting the role and establishing the goal for the individual during the meeting.	Advanced The learner integrated the individual when predicting the role and establishing the goal for the individual during the meeting. The learner also provided supplemental information to add to the role or goal of the individual.
Using Client Stories (Q 7)	Poor The learner selected a success stories that didn't apply to the client selected or the rationale for selection was poor.	Proficient The learner selected a success story that applied to the client. The rationale for selecting the story is clear and appropriate.	Advanced The learner selected a success story that applied to the client. The rationale for selecting the story is outstanding by including not only why it applies to the client but how the success could shared by the current client.