SOAR Course Modules — Structure & Status

The SOAR course is an e-learning onboarding program built for ^[1] sales reps. It is developed in Articulate Storyline and reviewed via Review 360. As of late December 2025, the majority of content modules are complete or near-complete, with a first new hire cohort launching January 2, 2026.

Module Inventory

Module	Status	Notes
Presentations	Ready for final review	Published in Review 360; review links re-sent to Gus
Post-Sales Follow-Up	Ready for final review	Updated to better align with the "sign and declare" process
Verticals (Part 1)	In progress	Being standardized to mirror Part 2
Verticals (Part 2)	In progress	Being standardized to mirror Part 1
Co-pilot	In development	Built in Storyline; more complex than anticipated; requires creative activity design
Sales Story / History	Complete	Earlier module; part of initial rollout set
Product	Complete	Part of initial rollout set
Prospecting	Complete	Part of initial rollout set

Note: Gus confirmed 7–10 modules will be published for the January 2 new hire launch. The Co-pilot and Verticals modules are the remaining open items before the full course package is complete.

Review & Publishing Workflow

Modules are authored by the Asymmetric team (Isalia Ramirez) and reviewed by the client (Gus Donelson) via Articulate Review 360.

Asymmetric publishes the latest version to Review 360 and sends a review request link to Gus.
Gus reviews and leaves comments directly in Review 360.
Asymmetric incorporates feedback and updates knowledge checks (KCs) if content changes are approved.
Once signed off, Asymmetric transfers ownership of the module to Gus in Storyline.
Gus downloads and publishes the module to the LMS.

Ownership Transfer Requirement

Gus cannot publish or make edits to modules unless he holds ownership in Storyline. Ownership transfer is a required step before any module goes live. Isalia transfers ownership only after final sign-off.

"The ones that are done, can you transfer them to me, as in ownership... I'm going to download them and publish them, and I can't make any edits unless I'm the owner of them." — Gus Donelson, 2025-12-30

Co-pilot Module — Special Considerations

The Co-pilot module is being built in Storyline rather than a simpler format, making it the most technically complex module in the course. It also requires definition of a facilitated activity — what the co-pilot exercise actually looks like when a learner completes it with a manager. This activity design is linked to the broader ^[2] work.

Course Completion Goal

Gus's stated objective is to pilot the full SOAR course in Q1. The new hire starting January 2 will be the first person to go through the available modules, providing an early real-world test before broader rollout.

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