Welcome to the 2025 territory planning assessment! Senior RevOps professionals need a flexible, data-driven approach to adjusting GTM strategy to stay on track to hit your team’s targets. This assessment will help you gauge your team’s adaptability, identify improvement areas, and refine your territory strategy. Let’s see how dynamic your planning really is.
To calculate your score in the territory planning assessment, simply follow these steps:
Assign points for each answer:
- For each question, the answers correspond to the following points:
- A) 3 points
- B) 2 points
- C) 1 points
- D) 0 points
Let’s get started!
Section 1: Territory awareness and real-time adaptability
- How frequently does your team integrate real-time market insights (e.g., competitive shifts, industry trends) into your territory plan?
- A) Continuously—we rely on up-to-the-minute data.
- B) Monthly—we refresh data regularly, adjusting strategies as needed.
- C) Quarterly—we adapt when we review quarterly business results.
- D) Annually—our strategy remains relatively fixed until our next review.
- When your organization identifies new growth opportunities in the market, how quickly are territories realigned to capitalize on them?
- A) Immediately—territory alignment is dynamic and real-time.
- B) Within a few weeks—we review and adjust after internal discussions.
- C) Quarterly—we reassess and realign every quarter.
- D) Annually—realignments happen during the annual territory planning cycle.
Section 2: dynamic account prioritization and segmentation
- How often do you adjust account prioritization based on real-time signals like customer intent data or pipeline health?
- A) Constantly—our prioritization is flexible and adjusts automatically based on new data.
- B) Monthly—we review account health and adjust when necessary.
- C) Quarterly—major shifts are made based on quarterly performance.
- D) Rarely—our prioritization remains static unless there’s a major disruption.
- Does your team re-segment accounts dynamically based on evolving market criteria (e.g., changing customer needs, shifting priorities)?
- A) Yes, we frequently re-segment based on real-time triggers.
- B) Yes, but we review and adjust quarterly.
- C) Occasionally—we make updates annually based on major trends.
- D) No, our segmentation strategy is largely static throughout the year.
Section 3: Goal setting and KPI flexibility
- How do you adjust sales targets and KPIs when market conditions or territory dynamics shift unexpectedly?
- A) Targets are dynamically adjusted to reflect new realities in real time.
- B) Monthly, we review our performance and adjust targets if needed.
- C) Quarterly—we take stock and make any necessary adjustments.
- D) Targets are set annually and rarely adjusted.
- How frequently do you track progress against sales goals and KPIs, and how flexible is your approach to achieving them?
- A) Weekly—we track and recalibrate based on leading indicators and dynamic shifts.
- B) Monthly—we track KPIs and make adjustments if necessary.
- C) Quarterly—we look at lagging indicators and adjust based on performance.
- D) Annually—we make adjustments after reviewing the full year’s performance.
- After answering all the questions, add up the points for each of your answers to get your total score.
- Once you have your total score, use the following ranges to interpret your results:
- 15-18 points: Dynamic territory architect
- 10-14 points: Agile revops strategist
- 5-9 points: Responsive territory planner
- 0-4 points: Static territory manager
Results and recommendations
Score 15-18: Dynamic territory architect
You lead with a highly adaptive and real-time approach, ensuring that your territory planning evolves as the market does. Keep optimizing for efficiency and continue to leverage data-driven insights.
Score 10-14: Agile RevOps strategist
You’re well on your way to dynamic territory planning. With a few more real-time adjustments and more frequent prioritization reviews, you’ll maximize your team’s impact.
Score 5-9: Responsive territory planner
You have the foundational elements in place, but a more frequent reassessment of your strategy will unlock new opportunities. Introduce more flexible tools and data reviews to drive real-time performance.
Score 0-4: Static territory manager
Your approach is more traditional, but the market demands flexibility. Start implementing dynamic elements into your territory planning to stay competitive and responsive to emerging trends.
Ready to level up your territory planning strategy? Drop us a line to explore how a more dynamic approach can lead to better sales outcomes, increased efficiency, and scalable growth.
