CLICK TO
ADD LOGO
3P Learning Model — Initiative Template
Sales Enablement · Presage · Process · Product
Initiative Name
Owner
Start Date
Review Date
🎯 Business Objective
P1
PRESAGE — Setup Conditions
Define who, diagnose constraints, establish baseline before training begins
Population — Who
Roles
Tenure Band
Segment / Region
Current Constraints — Tick All That Apply
Stage definitions unclear
Incentives misaligned
ICP unclear / shifting
Managers under-skilled for coaching
Low data hygiene / tooling friction
Low psychological safety
Low capacity / competing priorities
Leadership inconsistency ("do it" vs "ship it")
Presage Measures — Baseline
Presage Actions — What We'll Change BEFORE Training
Action 1
Action 2
Action 3
P2
PROCESS — Learning + Reinforcement Loops
Design the mechanisms that drive behaviour change over time
Learning Mechanisms
Mechanism
Design (Where, How Often, With What Artefact?)
Owner
Practice
Feedback
Coaching Cadence
Inspection
Peer Learning
Process Measures — Weekly Tracking
P3
PRODUCT — Outcomes
Define the leading and lagging indicators that signal whether it's working
Leading Indicators (2–6 Weeks)
Lagging Indicators (1–2 Quarters)
Success Criteria
✓ "Good" — Scale Threshold
✗ "Stop / Change" Threshold
⚠
Risks & Mitigations
Top risks and how we'll address them
#
Risk
Impact
Mitigation
1
2
3
📅
Timeline
6-week implementation roadmap
Week 0
Weeks 1–2
Weeks 3–6
Week 6 — Review
🖨 Print / Save as PDF
↺ Clear All Fields