SOAR Course Review — 2026-04-05

Overview

Working session between Isalia Ramirez (Asymmetric) and Gus Donelson (Agility Recovery) to finalize updates to the SOAR new-hire course. The meeting covered a terminology fix in Rise 360, feedback on the Participant and Facilitator Guides, and status of the Co-pilot Storyline.

Attendees:
- Gus Donelson — Agility Recovery (external)
- Isalia Ramirez — Asymmetric

Key Decisions

• "Remediation" → "Recovery": A stakeholder flagged that the SOAR course used "remediation" in a Lesson 1 labeled graphic. Gus located the term in Rise 360 and updated it during the call. The corrected version will be published to the LMS today; the old version will be deleted and the review version archived.
• Facilitator Answer Key needed: The Participant Guide (PG) requires a completed version with answers filled in, to serve as a facilitator reference. This ensures consistency and allows other trainers to lead the course if Gus is unavailable.
• Facilitator Guide expansion: The FG structure is sound, but activity setup and debrief sections need more detail. Because training runs almost exclusively 1-on-1 or 1-on-2 virtually, the debrief is where most learning occurs and must be well-supported.
• Co-pilot Storyline approved: Gus confirmed the storyline is approved as-is. Isalia will implement the previously discussed edits (agreed via email) this week and send to Gus for review.

Action Items

• [ ] Gus — Publish updated SOAR course to LMS; delete old version; archive review version
• [ ] Gus — Email Participant Guide (PG) to Isalia today
• [ ] Isalia — Create facilitator answer key version of the PG once received
• [ ] Isalia — Expand Facilitator Guide setup/debrief sections per Gus's comments
• [ ] Isalia — Update Co-pilot Storyline per prior email; send to Gus for review this week
• [ ] Isalia — Email Don Valente tequila recommendation to Gus

Topic Notes

SOAR Course — Terminology Fix

A stakeholder noted the course used "remediation" where it should say "recovery" (core to Agility's brand). The term appeared inside a labeled graphic in Lesson 1 — not immediately obvious in the Rise 360 editor. Gus made the edit live during the call.

"I'm just taking out remediation and putting recovery." — Gus

The updated course will replace the current LMS version today. The prior review copy will be archived rather than deleted, for organizational reference.

Participant Guide — Facilitator Answer Key

The PG contains fill-in activities and reflection questions for new hires. Gus noted that a second, completed version of the PG should exist for facilitators — pre-filled with expected answers — so that:
1. Any trainer (not just Gus) can lead the course consistently.
2. Facilitators have a reference even when they know the material well.

Gus will send the current PG to Isalia today. Isalia will then create the answer key version.

Facilitator Guide — Expand Setup & Debrief Sections

The FG structure and length are generally appropriate. The primary gap is in activity setup and debrief guidance. Context that shapes this need:

• SOAR is a new-hire course, but Agility rarely onboards more than one person at a time (Gus noted his own cohort of five was the exception).
• Training is almost always 1-on-1 or 1-on-2, delivered virtually.
• The debrief following e-learning activities is described as "where most of the learning takes place."

Isalia will begin edits based on Gus's inline comments. No major structural changes needed — targeted expansion of setup/debrief language only.

"My biggest thing for facilitator guides is a really strong set up and debrief, because they're going to be doing this virtually... that's where a lot of the learning is going to take place." — Gus

Co-pilot Storyline

Gus confirmed the Articulate Storyline for the Co-pilot module is approved. Isalia did not have access to Storyline during travel (Mac only) and has not yet made the edits discussed via email. She will complete them this week and send the updated file to Gus for review.

Next Check-in

Friday (date TBD) — follow-up on FG edits and Co-pilot Storyline review.

Related

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