Agility Recovery Training Guides — Participant & Facilitator

Overview

Agility Recovery's new-hire sales training uses a hybrid model: learners complete self-paced e-learnings in RISE 360, then attend facilitated debrief sessions with Gus Donelson. Two companion documents support this model — a Facilitator Guide and a Participant Guide. Both were drafted by Isalia Ramirez (Asymmetric) and are pending Gus's review and feedback.

The guides are structured around the training agenda's three-phase arc:
- Week 1: Foundation
- Week 2: Application
- Week 3: Mastery

Course numbers exist but are treated as flexible — a module numbered for Week 1 can be assigned during Week 2 if needed.

Facilitator Guide

Purpose

Enable any trainer — not just Gus — to run debrief sessions effectively. If Gus is unavailable, a substitute should be able to pick up the guide and run the day's sessions with enough context to facilitate meaningful discussion.

"If I hit the lottery… could someone come in and just grab that and be able to kind of stumble through the day?" — Gus Donelson

Contents

• Session flow broken out by week
• Discussion points and debrief questions keyed to each RISE module
• Facilitator notes and tips (e.g., prompts to check whether learners completed e-learnings)
• Corresponding activities to reinforce learning objectives

Design Principle

Debriefs should be specific and applied, not generic. Gus explicitly wants to avoid open-ended prompts like "what stuck out to you?" in favor of questions like:
- "What does the Agility Way mean to you in your own words?"
- "How would you explain our membership model on a call?"
- "How are you going to use this?"

The Facilitator Guide should equip any trainer to run that level of conversation.

Participant Guide

Purpose

Ensure new hires complete their assigned e-learnings before debrief sessions and arrive prepared to engage in specific, substantive discussion — not just passive recall.

Key Design Decision: Digital-First, Streamlined

The initial draft ran 37 pages. The team agreed this is too long for the format. The final version will be:

• Digital-first — likely an interactive PDF, not a printed workbook
• Streamlined — guides learners to information rather than providing all of it inline
• Focused on critical interaction points — some fill-in prompts are desirable (e.g., "In your own words, what does business continuity mean?") but should be selective

"How do we guide them to find the resource as opposed to provide?" — Gus Donelson

The Co-pilot module is directly relevant here: if new hires learn to use Co-pilot effectively, they can self-serve answers to many reference questions, reducing the need for the guide to be exhaustive.

Relationship to Facilitator Guide

Some questions will appear in both guides — the Facilitator Guide as discussion prompts, the Participant Guide as pre-work reflection questions. This creates alignment between what learners prepare and what the debrief covers.

Design Considerations

Status & Next Steps

• [x] First drafts of both guides shared by Isalia
• [ ] Gus to review both guides and provide specific feedback (planned for flight to Tucson)
• [ ] Isalia to revise Participant Guide toward digital-first, streamlined format based on feedback
• [ ] Determine final delivery format (interactive PDF confirmed as likely direction)

Related

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