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Performance Management

We help sales leaders define and articulate their strategic direction in a way that creates clarity, alignment, accountability, and focus.  

Our process is based on simplicity. WinSource Group partners with the One Page Business Plan Company® to provide cloud-based planning and performance management solutions. One Page Plans are deceptively simple. We keep the planning process easy and goals clear so you can hold salespeople accountable across the organization.

Define Your Strategy. Set Targets. Attain Quotas.

You don’t have to start from a blank slate. We start with smart templates, interactive prompts, and real-world examples to help you get the best ideas out of your head and down on paper.

We remove unnecessary business jargon—the fluff—that leaders often include in strategic plans for show. Instead of carefully wordsmithed paragraphs, we focus on clearly stated phrases. It might sound professional to namedrop the latest buzzwords, but they can turn your plan into all sizzle and no steak. We help you get down to the meat of what needs to get done, then help you define how.

Energize your team. Get the results you want.

Gain alignment, increase productivity, drive accountability, and hit your objectives.

Cascading Plans

Getting teams to agree to action can be easy; keeping them aligned and focused on the right action is the challenge. Often, organizations miss critical targets because their teams were simply putting time, effort, and resources in the wrong places.

Plans that align from the top down—and the bottom up—ensure aligned action and accountability across the sales organization.

We help salespeople own their piece of the company’s revenue goals and align their actions around the right customers and product mix.


Our simple, one page format also makes an easy-to-digest communication vehicle for messaging across the organization. When the team understands the mission and their responsibilities, they can dig into the work of it. Sometimes competing priorities or uncertainty can cause hesitation or distraction, leaving your team to focus on the work that feels most urgent—or that they enjoy the most. At the end of the year, we look up and realize we didn’t hit targets or achieve what we had hoped to accomplish. We look back and wonder if we could have done more.

Lack of clarity will cause your team to pump the brakes.

The only way to create clarity, stay focused, and ensure alignment is through concise, easily understood, visible, measurable plans. Getting teams to agree can be easy; keeping their behaviors aligned and focused on the right action is the challenge. Don’t miss critical targets because time, effort, and resources are wrongly placed.

"Prior to the one page plan being introduced by Jim and his team, our planning process was inconsistent at best. The one page plan simplified the process to make it tangible, quantifiable and thus demystified our planning cycle. The actions that supported the strategies reinforced accountability throughout the organization. Conversations became more productive around resource allocation as transparency of barriers to financial success were evident. The magic in the one page plan is its concise and precise approach to setting and achieving company objectives that lead to overall constituency satisfaction.”
Eric Lynn Regional Vice President
"One of the most difficult things to accomplish is to get people to do the paperwork. Jim and his team introduced the One Page Plan which was not only easy to use, but provided a clear line of sight from their efforts to the company strategy. Most impactful was the guidance and support, offered by Jim's team, as we implemented the process and it became an integral part of our annual goal setting."
Wayne Larkin President
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Ready to Get Started?

Ready to get started? Let’s get your team ready to perform.