SOAR Course Review — 2025-12-30

Overview

Progress review of SOAR course modules with Gus Donelson (Agility Recovery). Primary drivers for this call were an imminent new hire starting January 2 and the approaching SKO. The team reviewed module readiness, resolved a publishing ownership blocker, approved the leadership video script, and deferred the Day-in-the-Life video to post-SKO.

Attendees: Gus Donelson (Agility Recovery), Isalia Ramirez (Asymmetric), Mark Hope (Asymmetric)

Key Decisions

• Ownership transfer: Isalia will transfer ownership of all finalized SOAR modules to Gus today so he can publish them in the LMS. Gus cannot publish modules he does not own.
• Leadership script approved: The comprehensive leadership script Isalia sent is approved as a working document. Gus will pare it down for SKO, assigning specific talking points to individual executives (Mark as CEO, Dennis, etc.).
• Day-in-the-Life video deferred: There is not enough time to record this at SKO. It will be produced virtually post-SKO. The video will feature SDRs/BDRs, not senior leadership.
• Participant/facilitator guide: Acknowledged as the next major deliverable after content creation wraps. Currently in the "noodling" phase — no structure defined yet.
• Next call: January 9 (Isalia is out January 3).

Module Status

Action Items

• [ ] Isalia — Transfer ownership of all completed/finalized SOAR modules to Gus (today, 2025-12-30)
• [ ] Gus — Review Presentations and Post-Sales Follow-Up modules in Review 360; Isalia to update knowledge checks and transfer ownership after sign-off
• [ ] Isalia — Standardize Verticals Part 1 & 2 to mirror each other; send review links to Gus
• [ ] Gus — Review Verticals Part 1 & 2 in Review 360; Isalia to publish and transfer ownership after sign-off
• [ ] Gus — Publish completed modules for new hire starting January 2
• [ ] Gus — Pare down leadership script for SKO; assign talking points to Mark (CEO), Dennis, and other executives
• [ ] Isalia — Send B-roll suggestion document to Gus (after this call)
• [ ] Isalia — Send Day-in-the-Life video structure guide to Gus
• [ ] Isalia — Forward end-of-year survey directly to Gus
• [ ] Both — Add end-of-year survey to January 9 agenda as fallback
• [ ] Both — Begin brainstorming participant/facilitator guide structure

Discussion Notes

Module Reviews & Ownership Blocker

Isalia had published updated versions of Presentations and Post-Sales Follow-Up to Review 360 but Gus was not receiving the review requests. Isalia re-sent the links via email during the call. The Post-Sales Follow-Up module was specifically updated to better align with the "sign and declare" process after prior feedback.

Gus flagged that he needs ownership of completed modules to download and publish them to the LMS — he cannot do so as a non-owner. Isalia confirmed she will handle the transfer today. Gus's plan: review the remaining modules on Friday (January 3), then Isalia publishes and transfers ownership early the following week in time for the new hire.

"We have a new hire that's starting on Friday. So I'm going to download them and publish them, and I can't make any edits unless I'm the owner of them." — Gus

SKO Video Content

The comprehensive leadership script was reviewed and approved. Gus noted it contains more content than needed and will assign specific talking points to each executive rather than giving them the full document. The script will support the welcome and graduation videos at SKO.

The Day-in-the-Life video was originally intended for SKO recording but time constraints make that impossible. It will be recorded virtually after SKO. Gus clarified this video should feature SDRs and BDRs — not executives — making it a distinct piece from the leadership videos.

Isalia will send the B-roll suggestion document and the Day-in-the-Life structural guide after the call.

Participant/Facilitator Guide

Gus raised the participant/facilitator guide as the next phase of the project. He described the need as a simple agenda-style document — not a deep guide — that:
- Walks learners through the video sequence and manager check-ins
- Defines what the Co-pilot module activity looks like in practice
- Gives facilitators enough structure to run the program

Both parties agreed this is a "noodling" conversation for now, to be picked up more seriously once content creation is further along. Mark Hope had also raised this topic recently.

"I don't need a crazy deep participant guide, but just really a guideline of okay, do these videos, meet with your manager… I want to put a little bit of structure behind it." — Gus

End-of-Year Survey

Asymmetric sent an end-of-year client satisfaction survey a few weeks prior; Gus had not received it (likely filtered). Isalia will forward it directly. If Gus still hasn't completed it by January 9, it will be addressed on that call.

Related

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