Title Page
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BDE Name:
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Observer Name:
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Date Observed:
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Number of Visits Attempted:
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Number of Pre-Agreed Appointments:
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Number of DMs Engaged in Conversation:
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At the end of the day in trade, the observer is to complete the following table based on what has been observed.
This is to be measured against the competency levels for a BDE and is scored by a RAG status where:
(R) Red = Demonstrates minimal or no competencies
(A) Amber = Demonstrates some competencies
(G) Green = Demonstrates all competencies -
Preparation:
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Opening:
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Buyers World:
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Sales Presentation:
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Value Proposition:
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At the end of the observation, both BDE & Observer will discuss the observed key strengths & development areas, culminating in a selection of agreed actions that the BDE will implement.
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Key Strengths:
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Key Development Opportunities:
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Agreed Actions:
