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Participant Activity Worksheets with Completed Examples

Printable versions of the worksheets we use in Nanum Consulting sessions. Participants fill them in by hand: customer personas, difficult negotiation counterparts, sales pipeline reviews and on-the-job action plans.

  • FormatWord (.docx) — just swap in your company name and figures
  • What's insideA blank template + a worked example filled in for a fictional company
  • How to get itEnter your company, name, and email for an instant download plus a copy by email
  • CostFree
Get this free documentSee how to use it
Preview of the participant activity worksheets document — completed example, page 1Enlarge ⤢

Sample page 1

What’s in this document

  • Duration, method, and instructor notes for every worksheet
  • Customer Persona & Counterpart Analysis Canvas
  • First customer (ICP) · Decision-maker map · Value proposition
  • Pipeline stage check · Action plan
  • Wrap-Up — On-the-Job Application Pledge Card

How to use it

  1. Each worksheet has a gray box at the top with the time, method, and instructor notes. Reading just this box before class gives you the running order.
  2. Print one worksheet per A4 page. For group activities, enlarge to A3.
  3. The write-in spaces are deliberately large. Snap a photo on a phone and share it to speed up presentations.
  4. Cut the on-the-job commitment card along the dotted line: one half stays with the participant, the other with the instructor or training manager.

Sample entries — view as a table

Part of the worked example, built for a fictional company (Hanbit Precision Co., an auto parts manufacturer with 280 employees), is shown below as a table. The file contains the blank template and the full example. The amounts and figures in the example are illustrative assumptions.

Example — Worksheet 3-A. Six Boxes for the Buying Center

RoleDeciderBuyerInfluencer
Influence★★★★★★★★★★★★★★
Department · Job levelPlant Manager · Managing DirectorPurchasing Team ManagerSenior Manager, Quality
Style50s · from production · bottom line first40s · comparison-driven40s · data-driven
KPIUptime · Cost3% annual cost reductionDefect PPM · zero customer claims
Pain pointsAccountable for line stoppagesSupply disruption · price increaseAccountable if the mass-production approval test fails
What we offerOne-page zero-stoppage plan3-year total cost comparisonTest reports · Process capability data
Meeting order③②①

Example — Worksheet 3-A. Six Boxes for the Buying Center

RoleInitiatorUserGatekeeper
Influence★★★★★★★★
Department · Job levelAssistant Manager, Production EngineeringMachining Line ForemanPurchasing associate
Style30s · Detail-oriented · Makes many improvement suggestions40s · field-oriented20s · Procedure-oriented
KPIShorter equipment setup timeOutput per hourDocument deadlines · partner registration
Pain pointsRe-setup needed every time due to variation in existing partsExtra setup effortReprimanded for missing documents
What we offerVariation improvement data · Pilot deliveryOne on-site setup support visitRegistration documents · schedule in advance
Meeting orderTogether with ① ○—Contact first

Get the Participant Activity Worksheets

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Download the participant activity worksheets right away. We’ll also email you a copy as a single zip file. Company, name, and email are required. We don’t collect phone numbers.

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FAQ

Which courses can I use these in?

Ready to use in sales, customer understanding, negotiation, and on-the-job application courses. The action plan and commitment card can close out any course.

Are there completed examples too?

Completed examples, filled in for a fictional manufacturer’s sales team, are included at the back of the file.

Are the documents free?

Yes, they are free. Leave your company name, name, and email to download right away, and we will also email a copy of the same files as a single zip file. We do not collect phone numbers.

Can I adapt these as my company's own documents?

Yes. You can change the company name, figures, and approval boxes and use the documents internally as they are. Please credit the source (Nanum Consulting) only if you redistribute them externally.

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If you need an instructor or curriculum as you plan training with this document, let us know. We’ll send instructor names, a curriculum, and a cost breakdown within 24 hours.

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※ The mandatory training standards and amounts shown are general guidelines and illustrative assumptions to help you draft. They vary by industry and company size, so check the underlying laws and your company policy.

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