Most planning improvements stall because they're too big: a full process overhaul, a new system, a reorg.
So we're trying something different.
Introducing The Mid-Year Sales Performance Reset
A panel of industry practitioners will make one change to their planning process each month. They'll document every step: what they tried, what held, and what didn't.
Follow along to see what works, what doesn’t, and what we learn.
Ian Fortune
System Administrator,
Global Banking School
Timothy Ernst
Manager of Incentive Tech,
Iron Mountain
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The Mid-Year Sales Performance Reset Guide:
5 Small Steps to Get Ahead of Planning Season
5 steps you likely haven’t tried yet, each one easy to put into action. One per month, small enough to fit alongside the work you're already running and backed by research. Together, they make a big impact on how next planning cycle goes.
What You’ll Gain:
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A 5-month plan to improve your next planning cycle: one tangible action you can take each month, all grounded in research from over 1,500 revenue leaders.
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Sharper visibility into the metrics, decisions, and friction points shaping your plan, plus a strategic lens for where AI will compound value.
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A stronger seat at the table: the credibility to turn the work you're already doing into priorities your executive team will act on.
Ian Fortune
System Administrator,
Global Banking School
Managed compensation across 33 countries at BT Global, where he resolved comp issues to unlock £60M in gross profit. Now he leads global deployment at Global Banking School, architecting data pipelines, compensation logic, and executive reporting.
Timothy Ernst
Manager of Incentive Tech,
Iron Mountain
Leads incentive technology and supports sales operations at Iron Mountain, working across reporting, workflow design, and operational prioritization to fix the underlying issues behind repeat friction.
Facilitator
Curtis Schroeder
Head of Research and Insight, Varicent
With a PhD in sales motivation and 15 years at Oracle, Gartner, and Varicent, Curtis builds systems that turn research into growth. Bridging research and practice, he helps organizations identify growth opportunities, build high-performing teams, and design systems that empower sellers to thrive.
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