Detailed Design Document: Advanced Sales Strategies Training Program
Author: Bhawna Mehta
The “Advanced Sales Strategies: Engaging Customers and Closing Deals” training program is designed to address the
evolving needs of today’s sales professionals by equipping them with essential skills and strategies.
Project overview and current state analysis
The “Advanced Sales Strategies: Engaging Customers and Closing Deals” training program is designed to address the
evolving needs of today’s sales professionals by equipping them with essential skills and strategies.
🔹 1. Current State / Problem Statement: Describes the existing situation, identifies gaps or challenges, and explains why change or intervention is necessary.
🔹 2. Needs Assessment / Evidence: Includes data, surveys, or feedback that support the need for the project and validate the problem.
🔹 3. Target Audience: Specifies who the project is designed for, including their current skills, roles, or learning needs.
🔹 4. Project Scope and Goals: Outlines what the project aims to achieve, including boundaries, limitations, and specific focus areas.
🔹 5. Delivery Format: Describes how the project will be implemented (e.g., workshops, online modules, simulations, coaching).
🔹 6. Success Metrics: Defines how success will be measured—often through assessments, performance data, or feedback mechanisms
This initial analysis serves as a foundation for designing effective, user-centered solutions that are aligned with real needs and outcomes.
Defining my target audiences - Prioritizing a user-driven approach
I started with the user at the center of my design. I’ve invested time in understanding who they are and what they need. I’ve used empathy exercises and reflected deeply on their experiences to shape my design decisions. Where I didn’t have all the answers, I created an action plan to guide my next steps in learning more about my users.
The target audience analysis reveals a diverse group of sales professionals with varying skill levels and learning preferences. Through **empathy exercises**—such as surveys and story sharing—and **audience personas**, the training needs were clearly identified. Key gaps include lack of confidence in advanced sales techniques, low engagement with traditional lecture-based methods, and minimal post-training support. The current training fails to accommodate diverse learning styles, contributing to inconsistent performance and low motivation. Cultural and organizational factors, including limited collaboration, pressure-focused culture, and resource constraints (budget and time), further impact the effectiveness of training. This analysis emphasizes the need for a more tailored, interactive, and supportive training approach.
Design Breakdown - Framework driven design
I documented my design thinking process and made my rationale clear. I’ve drawn on learning experience design frameworks like André Plaut’s LxD model and the LX Canvas to guide my thinking—while also adapting them to fit the context. Every decision I’ve made is grounded in logic, empathy, and intent.
I used the LX Canvas Model to break down the design of learning experiences into following key components:
Learning Objectives: Clear outcomes for learners.
Learners: Understanding the target audience.
Learning Context: Environment and timing considerations.
Content: The materials and resources for learning.
Activities: Engaging learning exercises.
Facilitation: Role of the instructor.
Assessment & Feedback: Measuring and providing progress insights.
Technology & Tools: Platforms and tools used.
Learner Experience: Emotional and cognitive engagement.
It provides a structured framework to create effective, engaging, and learner-centered learning experiences.
Learning Strategy, Process Flow, Activities and Resources
- Learning Strategy: Focuses on engagement, personalized goals, and real-world application.
Encourages interactive methods and collaborative learning. - Resources: Provides essential materials like handbooks, templates, and training guides.
Utilizes technology (video conferencing, online platforms) to support learning. - Activities: Includes role-plays, group discussions, and gamification to enhance participation.
Fosters collaboration and real-world skill application. - Process Flow: Structured approach for designing, delivering, and evaluating the training program.
Ensures effective learning through clear steps and continuous feedback.
These elements work together to create an engaging, practical, and learner-centered training experience.
Providing a tangible glimpse of what this experience will look like...
I’ve built a sample that showcases the feel and flow of the experience I’m designing. It might take the form of a prototype, a wireframe, a storyboard, or a short video—but whatever the medium, I’ve ensured it brings the design to life. I’ve focused on creating something meaningful rather than overly complex. Where appropriate, I’ve included snippets that highlight different aspects of the experience, rather than relying on one large deliverable. My goal is to give you a clear, exciting preview of what I intend to build.
To guide the structure of my design document, I have included the following sections:
Introduction to the project (background and current state)
Understanding my audience (empathy exercises and key user insights)
Design breakdown (guided by the LxD model or LX Canvas)
A walkthrough of the solution (step-by-step overview of the experience)
Solution sample (a tangible piece that brings the experience to life)
Conclusion (why I believe this solution works and how it improves the original)