Task Statements: Credit Union Sales Manager Student Name | Veronica Morgan |

What action is being performed (verb) | To whom/what is the action directed (receiver of the verb) | How is the action performed (procedure, tools, equipment) | Why is action performed (purpose) | Managing | Sales Team | Meetings, Coaching sessions | In order to ensure each employee of the sales team is preforming up to standards set with their role | Writing Sales Proposals | Executive Team | By computer using Microsoft Word | In order to get approval from executive team on sales incentives | Tracking Sales Goals | Executive Team | By computer using Microsoft Excel | In order to track goals set forth with each individual of the sales team | Taking Dictation from Executive Team | Executive Team | Meetings | In order to ensure Sales Manger is in line with Credit Union goals and objective from Executive Team | Training | Sales Team | Coaching sessions, training workshops, online courses | In order to ensure managers and employee have proper adequate training to succeed in their respective roles | Tracking Performance | Sales Team | By computer using Microsoft Excel | in order coach and develop each employee of sales team based on performance | | | | | | | | | | | | | | | | |

Task Statements 1 | Managing Sales Team through meetings and coaching session, assigning projects, creating objectives, writing performance appraisals, monitoring performance in order to ensure each employee of the sales team is performing up to standards set within their role | 2 | Writing sales proposals to executive team using Microsoft Word in order to gain approval from executive team on sales incentives | 3 | Track Sales Goals to report to executive team by using Microsoft Excel in order to give reports on updates of the goals and progress of each individual on the sales team