Rise 360 Course Review — 2025-10-17

Overview

Alignment call between ^[1] (Gus Donelson) and Asymmetric (Isalia Ramirez, Raphael Mangadap) to review visual concepts, clarify course-by-course content direction, establish product hierarchy, and introduce a new Rise 360 review/feedback workflow. The call surfaced a need for a more consolidated content structure and identified the Product Introduction course as the highest-risk deliverable due to outdated internal documentation.

Next meeting: Wednesday at 2:00 PM ET / 1:00 PM CT to review the new content outline.

Attendees

Key Decisions

1. Six Pillars visual approved — change the "tombstone" shape to a cylinder or architectural pillar form. Gus will send his cylinder-based reference slide.
2. B2B Sales Process visual approved — update to use the 8 official steps from slide 9 of the source PowerPoint. Concept: 6 Pillars as a central gear driving the 8 sales process steps as outer gears.
3. Overcoming Objections ("LEARN") visual approved — simplify to a reference tool with step names and catchphrases only (e.g., "Listen to hear, not respond"). Less text, more visual.
4. Branding: Continue using Railway font; Helvetica (new official font) is not a priority for this project. Brand palette: dark blue, medium blue, orange, grays.
5. Rise 360 feedback process change: Isalia will publish via the Rise 360 "Review" feature going forward so Gus's comments include automatic screenshots for context.
6. Content consolidation needed: Current modules are too fragmented. Isalia will draft a new consolidated lesson plan — combining modules, removing redundant intros, and improving learner flow — to present at the next meeting.

Course-by-Course Direction

1. Agility Recovery (HR 101)

• Audience: All employees, pre-training
• Goal: Foundational company overview — history, mission, vision, strategic values
• Key emphasis: The membership model (low capital investment, guaranteed asset access) as Agility's core differentiator
• Target length: 15 minutes or less

2. Industry Deep Dive

• Audience: All employees
• Goal: Define disaster recovery (DR) and business continuity (BC); position Agility as the end-to-end solution
• Key emphasis: Competitors only offer planning OR asset rental — Agility does both plus guarantees. Biggest competitor is "do nothing."
• Note: Gus is open to moving the business model content from Course 1 into this course; Isalia to decide on best placement

3. Product Introduction (2 Courses)

• Audience: Sales / all employees
• Goal: Understand the full product portfolio
• Product hierarchy:
• Workplace Recovery (overarching category)
  • Ready Financial
  • Ready Office
  • Ready Suite
• MRC / MRU = delivery method / feature (not a standalone product)
• Risk: No current product catalog exists (last version: 2022). Gus will provide the 2022 catalog and can arrange a call with the product lead if documentation is insufficient.
• Split rationale: Workplace Recovery alone has enough depth for one course; power, emergency notifications, technology, satellite, data backup, cyber resilience fill a second.

4. Co-pilot

• Audience: All employees
• Goal: Introduce Microsoft Copilot as an organizational tool; best practices for prompts and use cases
• Key feature to highlight: "Work" mode — searches internal SharePoint, emails, and calendars (access-gated)
• Note: May be repositioned later in the curriculum to align with the Preparation step of the sales process. Gus to confirm placement.
• B-Pace: Must be added to the sales process module (currently slated for Week 2).

5. Agility Sales Story

• Audience: Sales
• Goal: Explain why Agility wins and how its model differs in the marketplace
• Key points to cover:
• Member-based value model
• Low capital investment / pass-through costs only
• Guaranteed access to assets (national partner network)
• 100% recovery success rate across all customer declarations
• Source material needed: Gus will locate and share the sales story deck (used on first customer calls).

6. Vertical Solutions (2 Courses)

• Audience: Sales
• Goal: How to sell to specific industries
• Course 1: Banking/Credit Unions, Healthcare, Manufacturing/Supply Chain
• Course 2: Professional Services, Insurance, Legal, Government
• Source material needed: Gus will share "vertical deck" documents for each industry.

Visual & Branding Decisions

Rise 360 Feedback Workflow Change

Problem: Gus's previous feedback lacked context — comments were submitted outside the Rise 360 Review feature, making it difficult to identify which screen or element was being referenced.

New process:
1. Isalia publishes an updated version of the course
2. Isalia sends Gus a Rise 360 Review link
3. Gus submits all feedback directly in the Review tool — comments automatically attach a screenshot of the relevant screen

Action Items

Isalia (Asymmetric)

• [ ] Draft consolidated lesson plan: combine fragmented modules, remove redundant intros, improve learner flow — present to Gus at Wednesday meeting
• [ ] Forward Gus's 3 visual slides + branding colors/font to design team
• [ ] Switch to Rise 360 "Review" feature for all future feedback cycles
• [ ] Review Gus's "Agility Way" training deck; note placeholders
• [ ] Add B-Pace to the sales process module
• [ ] Add placeholder blocks for testimonials/case studies in relevant modules

Gus (Agility Recovery)

• [ ] Email Isalia the 3 visual reference slides + branding colors/font
• [ ] Share the sales story deck + testimonial/case study documents (upload to New Hire folder; email Isalia the link)
• [ ] Share the 2022 product catalog
• [ ] Share vertical deck documents for all industries
• [ ] Share high-value past training recordings
• [ ] Arrange a call with the product lead if 2022 catalog is insufficient for Product Introduction courses

Both

• [ ] Meet Wednesday at 2:00 PM ET / 1:00 PM CT to review the new consolidated content outline

Related

• ^[2]
• ^[3] (if created)
• ^[4] (if created)