HR Managers and Department Heads
Proposing an internal department transfer for a marketing employee to a field sales role
Use cases
About
The MECHANIC mind map template provides a structured framework for internal personnel transitions and field sales role definitions. This 48-node document specifically outlines the proposal for moving a team member from PR Marketing to a Field Sales position, effective April 1, 2022. It serves as a comprehensive 'MECHANIC template' for HR and department heads to document internal mobility, compensation adjustments, and reporting lines. The structure is divided into three primary sections: Proposal Information, Job Description & Benefits, and Performance Measurement Process. By detailing specific nodes like 'Tìm kiếm, kết nối, gìn giữ các mối quan hệ đối tác' (Partner Relationship Management) and 'Lương cơ bản' (Base Salary), the template ensures all stakeholders have a clear 'MECHANIC cheat sheet' for managing remote sales staff and their integration with existing marketing activities.
Terms and ConditionsWhen to use this template
Sales Directors and Operations Leads
Defining the compensation and remote work policy for a new sales territory
Business Development Managers
Establishing a measurement process for tracking affiliate sales and partner relationships
How to use this template
Step 1
Import the template file
Open the .xmind file in Xmind desktop or web to access the full 48-node sales proposal structure.
Step 2
Customize the role details
Replace the placeholder names and positions in the 'Thông tin đề xuất' branch with your specific employee data.
Step 3
Define performance metrics
Edit the 'Quy trình đo lường' section to match your company's specific CRM tracking and reporting tools.
Frequently asked questions
This template includes sections for personnel proposal details, specific job duties such as partner relationship management, and clear KPIs for measuring sales success and affiliate network performance.
You can use it to document the transition from one department to another by filling in the 'Vị trí hiện tại' (Current Position) and 'Vị trí được đề xuất' (Proposed Position) nodes to ensure HR alignment.
Yes, all 48 nodes, including the salary details and reporting structures under 'Quản lý trực tiếp', are fully customizable to fit your company's specific sales hierarchy and compensation plans.
Utilize the 'Chăm sóc danh sách đối tác' branch to define reporting frequencies and app-based tracking requirements for field sales staff working remotely.
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