This Schedule forms part of the Master Client Terms, and the priority rule in the Master Client Terms applies. Words defined in clause 1 of the Master Client Terms have the same meaning here. It is the Accreditation Standard.
When this Schedule applies. This Schedule applies only where your Method Licence Agreement selects the Facilitator model. Where it is not selected, this Schedule does not apply, and we support each Site directly through the Enablement Services and the delivery allocation.
1.1 An accredited Facilitator is authorised to deliver the Method at a Licensed Site, using our materials, as written, while the Licence is active for that Site.
1.2 Accreditation is not certification in the Method, and we do not certify trainers. A Facilitator receives run sheets, session plans, scripts and assessments. A Facilitator does not receive the reasoning behind the sequence, and may not teach the Method, adapt it or train another Facilitator.
1.3 Neither of us may describe any person as certified in The Deliberate Sale. An accredited Facilitator may be described as "accredited to deliver The Deliberate Sale", and only while their accreditation is current, and only inside your business (Schedule D clause 4.2).
1.4 No Facilitator pays us anything for accreditation or participation.
2.1 You nominate a Facilitator for each Licensed Site. We approve or decline the nomination in writing, with reasons if we decline.
2.2 We may decline a nomination where the person does not meet this Standard. Suspension and withdrawal of approval for conduct are governed by Schedule D clause 6.3, and suspension for a lapsed requirement by clause 5.2. Where approval is withdrawn, you may nominate a replacement.
2.3 Declining or withdrawing accreditation is not a comment on the person's employment, which is a matter for you.
2.4 No material is issued to a nominee or Facilitator until they have signed the Facilitator Deed.
3.1 We keep a register of accredited Facilitators showing each person's name, Site, accreditation date, last calibration, the current version issued, and copy numbers. It is available to you at any time.
4.1 A person becomes accredited when all of the following are complete:
(a) you nominated them and we approved the nomination in writing;
(b) they signed and returned the Facilitator Deed;
(c) they completed our Facilitator induction;
(d) they delivered at least one supervised session that we observed;
(e) they passed the delivery assessment in clause 7; and
(f) they were issued current-version materials, recorded by copy number.
4.2 Accreditation takes effect on the date we confirm it in writing, and not before.
5.1 Accreditation is current while all of the following remain true:
(a) the Licence is active for the Facilitator's Site;
(b) the Facilitator has been calibrated and re-assessed at the frequencies in Schedule H, except where a calibration or re-assessment was not held for a reason within our control;
(c) the Facilitator has delivered at least 2 sessions in any 6-month period;
(d) the Facilitator is delivering the current version of the materials (Schedule H clause 7.1);
(e) the Facilitator is still employed or engaged at the Licensed Site in the nominated role; and
(f) the Facilitator has not breached the Facilitator Deed.
5.2 Where a requirement in clause 5.1(b), (c), (d) or (f) lapses, accreditation is suspended, not withdrawn. Where clause 5.1(a) or (e) ceases to be met, clause 9 or clause 8 applies. We tell you and the Facilitator in writing what is needed, and we reinstate the accreditation when it is done.
5.3 Where a Facilitator has not delivered for 12 months, accreditation lapses, and re-accreditation requires clause 4 again.
6.1 May:
(a) deliver sessions at their Licensed Site, using current materials, as written;
(b) answer questions within what the run sheets cover;
(c) observe and coach their own team against the documented standard; and
(d) report on delivery, completion and adoption to their manager and to us.
6.2 May not:
(a) teach, adapt, extend, reorder or explain the Method beyond the run sheets;
(b) deliver at another Site, or to any other business, without our written approval;
(c) train or accredit another person to facilitate;
(d) copy, photograph, scan, record, transcribe or share any material;
(e) store materials in a personal account, device, drive or email;
(f) use any material in a way Schedule D clause 7.1(f) prohibits;
(g) create their own version, adaptation or derivative of any material; or
(h) present the Method as their own, or as something they can deliver independently of Rev-Raise.
6.3 Everything a Facilitator learns about selling, coaching and holding a standard becomes part of their own skill and experience, in this role or any future one, including with a competitor (Schedule D clause 9).
7.1 Facilitators are assessed on delivery, not on knowledge of the Method, against five criteria:
(a) Fidelity: the session was run as written, in the documented order;
(b) Coverage: every element of the run sheet was delivered;
(c) Timing: the session ran to the documented shape;
(d) Room control: attendance held, participation drawn out, and questions handled within scope; and
(e) Boundary: questions beyond the run sheet were referred, not improvised.
7.2 Boundary carries the most weight. A Facilitator who improvises beyond the run sheet is not delivering the standard, however well they do it.
7.3 The assessment is made by us, and produces a written result of accredited, accredited with a development plan, or not yet accredited. The result and the reasons go to the Facilitator and to you.
7.4 A Facilitator may ask for re-assessment once, within 30 days of a result.
8.1 Tell us within 5 Business Days. Accreditation ends on the day they leave the role.
8.2 Within 14 days, recover every material issued to them, by copy number, or confirm in writing that each has been destroyed, on the terms of Schedule D clause 8.4(b), including its provision for residual backup copies.
8.3 Nominate a replacement for our approval. What happens to Facilitator services while a Site has no accredited Facilitator is set out in Schedule H clause 6.3.
8.4 The individual's obligations of confidence continue after they leave, under the Facilitator Deed and Schedule D clause 11.
9.1 Every accreditation for a Site ends automatically on the day the Licence ends for that Site.
9.2 On that day, you ensure that every Facilitator at that Site:
(a) stops delivering the Method;
(b) stops describing themselves as accredited, and stops using our name;
(c) within 14 days, returns or permanently destroys every material, on the terms of Schedule D clause 8.4(b) and (c); and
(d) does not disclose or use the Confidential Materials.
9.3 You obtain a written confirmation from each Facilitator that clause 9.2 is complete, and provide it to us with the certificate under Schedule D clause 8.4(d) or, where Schedule E applies, Schedule E clause 13.1(c).
9.4 A former Facilitator may sell well, coach a team well, and run a sales process they build themselves. What they may not do is run ours: with our materials, under our name, with our assessments, or with the version they were issued.
10.1 We do not train or certify trainers, and no accreditation authorises a person to accredit anyone else.
10.2 There is no level above accredited Facilitator under any Licence.
10.3 This is a permanent term. It is why the standard survives a Facilitator leaving.
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