Agility Recovery Sales Tool Outline & Facilitator Guide
Overview
Two parallel deliverables are in active development for the Agility Recovery SOAR program: a sales tool outline and a facilitator guide. Both are being built to support the 1-on-1 / 2-on-1 training model and will be finalized in coordination with Abby (internal Agility Recovery stakeholder) during a confirmed meeting the week of 2026-03-16.
See also: [1] | [2]
Sales Tool Outline
Current Status
- Gus has reviewed the outline and left comments; Isalia will review those comments the week of 2026-03-16 before the Abby meeting.
- Gus's assessment: the outline is solid in structure and formatting. Most comments flag items to verify with Abby or flag content gaps to fill.
- Abby has been uploading supporting documents to a shared folder; as of 2026-03-13, no new documents were visible. Gus will nudge her to upload any missing materials.
Content Recording Strategy
A sales rep with significant production experience has agreed to participate in recording content for the sales tool. Key advantages:
- Production familiarity: He has prior experience with video/content production workflows.
- Tech-stack fluency: He uses Agility Recovery's internal tech stack daily and can offer a practitioner perspective that the instructional design team may not naturally surface.
This makes him a high-value subject matter expert (SME) for recording demonstrations and walkthroughs tied to the sales tool.
Pending Actions
- [ ] Isalia to review Gus's comments on the sales tool outline before the Abby meeting
- [ ] Gus to nudge Abby to upload any missing documents to the shared folder
- [ ] Abby meeting (week of 2026-03-16) to finalize the outline
Facilitator Guide
Current Status
- Isalia shared the Participant Guide and Facilitator Guide with Gus earlier in the week of 2026-03-10.
- Gus committed to reviewing the guides starting 2026-03-13 (end of day) and completing review early the week of 2026-03-16.
Design Considerations
The guides were originally drafted with a larger cohort model in mind. Following discussion about the actual training reality — 1-on-1 or 2-on-1 sessions rather than groups of 10–15 — Isalia revised the guides to reflect that format. This shift meaningfully changed the structure, pacing, and facilitation assumptions throughout.
Key design principles now embedded in the guides:
- Reduced reading load; more discussion and activity-based interaction
- Pacing suited to a few hours per day over approximately two weeks (not 40 hours/week over four weeks)
- Flexibility for the trainer (Gus) to adapt based on the individual new hire
Relationship to SOAR Course Restructure
The sales tool outline and facilitator guide are components of the broader SOAR course, which is being condensed from a 4-week to a 2-week program. The facilitator guide in particular must reflect this restructured timeline.
See: [3]
Key Contacts
| Name | Role | Notes |
|---|---|---|
| Gus Donelson | L&D lead, Agility Recovery | Primary client contact; owns content and SME relationships |
| Abby | Internal stakeholder | Owns source documents; meeting confirmed week of 2026-03-16 |
| Sales rep (unnamed) | SME / content contributor | Production experience; agreed to record content |
| Isalia Ramirez | Instructional designer, Asymmetric | Owns guide drafts and outline review |
Notes & Context
- The sales tool outline review is intentionally sequenced before the Abby meeting so Isalia can arrive with informed questions.
- Gus flagged that some outline comments are verification items (things to confirm with Abby) rather than changes — Isalia should distinguish these during review.
- The sales rep SME brings a tech-stack perspective that is explicitly valued: he may surface use cases or framing that neither Gus nor the Asymmetric team would naturally consider.