Training Program Handoff — 2026-04-05
Overview
Isalia Ramirez (Asymmetric) informed Gus Donelson (Agility Recovery) that she is leaving Asymmetric this week due to a company restructuring. The project is in its final stretch, and a formal handoff meeting is scheduled for Friday to transition ownership to a new Asymmetric team. Despite the personnel change, the project scope and direction remain intact.
Meeting participants:
- Gus Donelson — Agility Recovery (client)
- Isalia Ramirez — Asymmetric (outgoing project lead)
Incoming team:
- Melissa — Isalia's manager; already briefed on project status and pending deliverables
- Evokery — Brings direct Salesforce and SalesSoft experience, critical for upcoming modules
Key Decisions
- Guides are approved for design. Gus reviewed approximately three-quarters of the guides and is satisfied with the content. No further content review is needed before handing off to the design team.
- Program structure stays at two weeks. The previously agreed shift from a four-week to a two-week program format stands. The structure intentionally paces learners to prevent rushing through all 14 courses at once, balancing self-learning with team time, call shadowing, and virtual sessions.
- System access will be granted at the Friday meeting. All three platforms require new credentials or access grants for the incoming team.
- Recordings approach for tech stack modules is maintained. Salesforce/SalesSoft content will use screen recordings rather than reverting to Storyline-based development.
System Access Requirements
The following access items are to be added to the Friday meeting agenda by Gus:
| System | Purpose | Notes |
|---|---|---|
| SharePoint | All project files | Requires a new email/account for the incoming team member |
| Salesforce | Foundational setup, profile configuration | Access needed even with recording-based delivery |
| SalesSoft | Sales tool training content | Same rationale as Salesforce |
Pending Deliverables
Guides
- Status: Content approved by Gus (~75% reviewed; remainder confirmed acceptable)
- Next step: Isalia hands off to Melissa before end of week
- Melissa's action: Forward to design team for visual polish (likely interactive PDF format)
2-Week Program Agenda Outline
- Status: Not yet drafted
- Next step: Isalia drafts a rough outline before the Friday meeting
- Rationale for structure: Prevents learners from self-pacing through all 14 courses in the first two days; interleaves self-learning, team collaboration, call listening, and virtual sessions
Action Items
| Owner | Action | Due |
|---|---|---|
| Gus | Add system access (SharePoint, Salesforce, SalesSoft) to Friday meeting agenda | Before Friday |
| Isalia | Hand off approved guides to Melissa for design | Before end of week |
| Isalia | Draft outline for 2-week program agenda | Before Friday |
| All | Attend Friday handoff meeting (Gus, Isalia, Melissa, Evokery) | Friday |
Friday Handoff Meeting — Agenda Items
- Grant Melissa and/or Evokery access to SharePoint (new email required)
- Grant access to Salesforce and SalesSoft
- Review project status and outstanding deliverables
- Transition ongoing project ownership to Melissa and Evokery
Context & Notes
- Isalia had been on the project approximately five to six months and was the primary Asymmetric contact throughout
- Evokery's Salesforce/SalesSoft expertise is well-timed given the next phase of module development focuses on those tools
- Gus expressed strong satisfaction with Isalia's work and noted the incoming team has "big shoes to fill"
- The e-learning platform access (Asymmetric login) is unaffected by the personnel change — credentials are org-level, not individual
Related
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