Training Course Review — 2025-09-26
Overview
Friday check-in with Gus Donelson (Agility Recovery) to review progress on the 10-module RISE 360 training course. Mark Hope presented the new Enhanced Course Modules document — a significant upgrade over the prior draft — backed by a custom GPT trained on 197+ Agility Recovery source documents. Modules 1–3 are live in RISE for review; modules 4–10 are on track to complete by end of the following week. B-PACE and Discovery content was placed on hold pending Gus's executive presentation in Dallas on a new "Agility Way" sales methodology.
Attendees:
- Gus Donelson — Agility Recovery (external)
- Mark Hope — Asymmetric
- Isalia Ramirez — Asymmetric
Key Decisions
- Switch to Enhanced Course Modules doc. The original draft is deprecated. All future feedback should go into the Enhanced Course Modules document. Prior comments from Gus were migrated into the new doc (attributed to Isalia).
- Feedback workflow split by publish status. For modules already published in RISE, Gus will leave feedback directly in Review 360. For unpublished modules, feedback goes in the Enhanced Course Modules doc to get ahead of build.
- B-PACE / Discovery content on hold. Gus is actively developing a new "Agility Way" sales methodology (incorporating B-PACE elements) and needs executive approval before content can be built. This content lives in Week 2 of the course plan.
- Recurring Friday check-ins. Weekly touch-points scheduled starting October 10 at 1 PM CT / 2 PM ET. Isalia and Raphael to be included.
Action Items
- [ ] Mark Hope — Use "Request Review" in RISE to share all 10 modules with Gus (only modules 1–3 have lessons; 4–10 are shells).
- [ ] Mark Hope — Complete modules 4–5 (Monday), 6–7 (Tuesday), 8–10 (Wednesday/Thursday).
- [ ] Mark Hope — Send recurring Friday calendar invite starting Oct 10, 1 PM CT / 2 PM ET; include Isalia and Raphael.
- [ ] Gus Donelson — Review Enhanced Course Modules doc and RISE modules 1–3; provide feedback in Review 360 for published modules, in doc for unpublished.
- [ ] Gus Donelson — Provide additional product detail as needed (e.g., Ready Financial tier breakdown: Standard, Essentials, Plus).
- [ ] Gus Donelson — Share outcome of Dallas executive presentation re: "Agility Way" approval so B-PACE/Discovery content can proceed.
Course Build Status
| Modules | Status | Target |
|---|---|---|
| 1–3 | Published to Review 360 | Ready for Gus review |
| 4–5 | In progress | Monday |
| 6–7 | In progress | Tuesday |
| 8–10 | In progress | Wednesday/Thursday |
All 10 module shells are set up in RISE. Week 2 content (B-PACE, Discovery, sales methodology) is on hold pending "Agility Way" approval.
Custom GPT / AI Content Process
Mark's team built a custom GPT trained on Agility Recovery's documentation corpus to power content development:
- ~197 documents ingested from the shared SharePoint training folder (case studies, price lists, presentations, branding materials, website content). A second instance on a separate platform processed 277 documents.
- GPT hit memory limits around 100 documents on the first platform; a second instance was created to expand coverage.
- The system understands Agility Recovery's terminology, product names, customer language, and case studies — producing content that is meaningfully more accurate than generic AI output.
- Capabilities include: mind mapping, quiz generation, report generation, flashcard creation, block-type analysis, and course content drafting.
- The GPT is designed to grow: additional documents from Gus can be fed in continuously.
"It's like the smartest guy in the company right now." — Gus Donelson
Content Feedback & Direction
Cyber vs. Core Business Balance
Gus flagged that early module drafts skewed too heavily toward cybersecurity. The Enhanced version addresses this, but the team should continue to ensure balance:
- Current primary business: generators, office space, power, fuel, technology
- Emerging focus: cyber resilience — a new product ("Cyber Breach Response and Recovery") is launching in mid-to-late October (under NDA)
- Guidance: don't over-rotate to cyber until it becomes the primary offering; keep core physical recovery products prominent
RISE 360 Block Structure
Analysis of RISE 360 best practices informed the Enhanced document's structure:
- ~65% text blocks
- Remainder: interactive elements (tabs, accordions, knowledge checks)
- Avoid overuse of gamified elements (flip cards, drag-and-drop) — "less is more"
Sample block distribution from early modules: 42 text, 22 knowledge checks, 15 interactive tabs, 12 accordions, 12 statement blocks.
Product Detail Gaps
Some products lack sufficient internal documentation for robust course content. Gus acknowledged this is an internal collateral gap. Key example:
- Ready Financial — three tiers exist (Standard, Essentials, Plus) but are not well-documented. Gus to provide detail so the module can be built accurately.
- Other "Ready" product lines (Ready Power, Ready Tech) may have similar gaps.
Sales Methodology Update
Gus is developing a new "Agility Way" sales methodology to present to the executive team in Dallas the week of Sept 30. Key points:
- Incorporates B-PACE elements as part of the discovery framework
- Adds behavioral pillars alongside traditional sales steps
- Requires executive approval before course content can be built
- B-PACE and Discovery modules (currently slated for Week 2) are on hold until approval is confirmed
Related
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