SOAR Training Program Structure & Module Design
Overview
The Agility Recovery SOAR (Sales) Training Program is a multi-module eLearning course built in RISE, developed by Asymmetric for Agility Recovery. The program covers product knowledge, competitive positioning, and sales skills for Agility's sales team. Content is generated and refined using a Claude AI project maintained by the Asymmetric team, with Gus (the Agility client stakeholder) providing ongoing review feedback.
See also: [1] | [2]
Program Structure
The course is organized into at least 10 numbered modules ("courses"), each following a standard format:
- Content blocks — instructional material, scenario-based learning, competitive landscape sections
- Knowledge check — comprehension questions at module close
- Key takeaways — summary of core concepts
Course 10 (Test Types and Recovery) was identified as potentially missing its standard closing elements (knowledge check and key takeaways), likely due to a copy-over error. Content for all courses should be verifiable in the Claude AI project; missing sections can be regenerated from there.
Module Design Patterns
Competitive Landscape Presentation
One recurring design challenge is how to present the competitive landscape — specifically, the three ways Agility may lose a deal:
- DIY approach — the prospect buys their own equipment (e.g., a generator)
- Local vendor — the prospect uses a nearby third-party supplier
- Alternative BCR provider — the prospect chooses another business continuity provider
Each competitor type is paired with:
- The customer pain points that signal they're considering that path
- A customer quote illustrating the scenario
This content is currently presented as a RISE accordion component. The format has been flagged as potentially unclear. Design principle: if a section's format doesn't serve the content, rework it — chart types, interaction types, and layouts are all flexible unless Gus has explicitly locked them down.
Testimonials
Testimonials are sourced from real Agility client documents. The available pool may be limited, causing repetition across modules. Recommended practice: flag repeated testimonials to the client stakeholder and request additional examples rather than generating synthetic ones.
Variety in Lesson Formats
The Claude AI project was prompted to vary lesson interaction types (accordions, scenarios, charts, etc.) to reduce learner fatigue. However, variety should not come at the expense of clarity or efficiency. Instructional designers should feel empowered to override AI-suggested formats when a simpler approach better serves the content.
Terminology Notes
- BCR — Business Continuity Recovery; classified as a service under a product type (not a standalone product). This was a known error in early Module 3 drafts and has been corrected.
- Co-Pilot — Refers to Microsoft Copilot, not an internal Agility tool. Used in new hire training for industry research and teach-back exercises. Scheduled Wednesday at noon in the New Hire Training Schedule Agenda. The Co-Pilot Intro lesson was sourced directly from Agility's own training agenda.
Feedback Triage Process
When processing client (Gus) feedback on module drafts, apply the following triage logic:
| Feedback Type | Action |
|---|---|
| Clear, actionable correction | Implement directly |
| Ambiguous or unclear | Reply to Gus requesting clarification |
| Requires new or rewritten content | Use Claude AI project to generate; flag to Mark if output is unsatisfactory |
| Formatting/chart type preference | Designer's discretion; no approval needed |
Note: Some of Gus's earlier comments may have been made against a previous draft version. If a comment no longer applies to the current content, it can be dismissed — but confirm before discarding.
AI Tooling
Claude AI Project (Asymmetric Team Account)
- Maintained by Mark Hope; Isalia Ramirez added as a collaborator in April 2026
- Contains source documents for the full SOAR program
- Use for: content questions, rewriting flagged sections, generating missing module components
- Usage rule: Use the Asymmetric team account for all work queries; personal Claude accounts are for non-work use only
- Chats within the project are private by default; share explicitly if collaboration is needed
Microsoft Copilot
- Used by Agility internally for new hire onboarding
- Relevant to the Co-Pilot Intro lesson in the new hire training schedule
Open Items (as of April 2026)
- [ ] Merge revised Module 3 document into the main SOAR working document (Isalia)
- [ ] Review and address Gus's comments on updated Module 1; use Claude project for content questions (Isalia)
- [ ] Choose and implement one of two chart format options for the competitive landscape section (Isalia)
- [ ] Review and update Co-Pilot section against the New Hire Training Schedule Agenda (Isalia)
- [ ] Flag repeated testimonials to Gus; request additional examples (Isalia)
- [ ] Check Claude project for Course 10 closing content; regenerate if missing (Isalia)
- [ ] Determine ownership and production plan for embedded video referenced in one module (Mark + Isalia)