--- title: Training Course Review — 2025-09-26 type: article created: '2025-09-26' updated: '2025-09-26' source_docs: - raw/2025-09-26-call-w-gus-donelson-agility-recovery-90168256.md tags: - agility-recovery - client-meeting - training-development - rise-360 - instructional-design - custom-gpt - ai-tools - sales-methodology - b-pace - agility-way - project-status layer: 2 client_source: Agility Recovery industry_context: elearning transferable: false --- # Training Course Review — 2025-09-26 ## Overview Friday check-in with Gus Donelson (Agility Recovery) to review progress on the 10-module RISE 360 training course. Mark Hope presented the new Enhanced Course Modules document — a significant upgrade over the prior draft — backed by a custom GPT trained on 197+ Agility Recovery source documents. Modules 1–3 are live in RISE for review; modules 4–10 are on track to complete by end of the following week. B-PACE and Discovery content was placed on hold pending Gus's executive presentation in Dallas on a new "Agility Way" sales methodology. **Attendees:** - Gus Donelson — Agility Recovery (external) - Mark Hope — Asymmetric - Isalia Ramirez — Asymmetric --- ## Key Decisions - **Switch to Enhanced Course Modules doc.** The original draft is deprecated. All future feedback should go into the Enhanced Course Modules document. Prior comments from Gus were migrated into the new doc (attributed to Isalia). - **Feedback workflow split by publish status.** For modules already published in RISE, Gus will leave feedback directly in Review 360. For unpublished modules, feedback goes in the Enhanced Course Modules doc to get ahead of build. - **B-PACE / Discovery content on hold.** Gus is actively developing a new "Agility Way" sales methodology (incorporating B-PACE elements) and needs executive approval before content can be built. This content lives in Week 2 of the course plan. - **Recurring Friday check-ins.** Weekly touch-points scheduled starting **October 10 at 1 PM CT / 2 PM ET**. Isalia and Raphael to be included. --- ## Action Items - [ ] **Mark Hope** — Use "Request Review" in RISE to share all 10 modules with Gus (only modules 1–3 have lessons; 4–10 are shells). - [ ] **Mark Hope** — Complete modules 4–5 (Monday), 6–7 (Tuesday), 8–10 (Wednesday/Thursday). - [ ] **Mark Hope** — Send recurring Friday calendar invite starting Oct 10, 1 PM CT / 2 PM ET; include Isalia and Raphael. - [ ] **Gus Donelson** — Review Enhanced Course Modules doc and RISE modules 1–3; provide feedback in Review 360 for published modules, in doc for unpublished. - [ ] **Gus Donelson** — Provide additional product detail as needed (e.g., Ready Financial tier breakdown: Standard, Essentials, Plus). - [ ] **Gus Donelson** — Share outcome of Dallas executive presentation re: "Agility Way" approval so B-PACE/Discovery content can proceed. --- ## Course Build Status | Modules | Status | Target | |---|---|---| | 1–3 | Published to Review 360 | Ready for Gus review | | 4–5 | In progress | Monday | | 6–7 | In progress | Tuesday | | 8–10 | In progress | Wednesday/Thursday | All 10 module shells are set up in RISE. Week 2 content (B-PACE, Discovery, sales methodology) is on hold pending "Agility Way" approval. --- ## Custom GPT / AI Content Process Mark's team built a custom GPT trained on Agility Recovery's documentation corpus to power content development: - **~197 documents ingested** from the shared SharePoint training folder (case studies, price lists, presentations, branding materials, website content). A second instance on a separate platform processed **277 documents**. - GPT hit memory limits around 100 documents on the first platform; a second instance was created to expand coverage. - The system understands Agility Recovery's terminology, product names, customer language, and case studies — producing content that is meaningfully more accurate than generic AI output. - Capabilities include: mind mapping, quiz generation, report generation, flashcard creation, block-type analysis, and course content drafting. - The GPT is designed to grow: additional documents from Gus can be fed in continuously. > *"It's like the smartest guy in the company right now."* — Gus Donelson --- ## Content Feedback & Direction ### Cyber vs. Core Business Balance Gus flagged that early module drafts skewed too heavily toward cybersecurity. The Enhanced version addresses this, but the team should continue to ensure balance: - **Current primary business:** generators, office space, power, fuel, technology - **Emerging focus:** cyber resilience — a new product ("Cyber Breach Response and Recovery") is launching in mid-to-late October (under NDA) - Guidance: don't over-rotate to cyber until it becomes the primary offering; keep core physical recovery products prominent ### RISE 360 Block Structure Analysis of RISE 360 best practices informed the Enhanced document's structure: - ~65% text blocks - Remainder: interactive elements (tabs, accordions, knowledge checks) - Avoid overuse of gamified elements (flip cards, drag-and-drop) — "less is more" Sample block distribution from early modules: 42 text, 22 knowledge checks, 15 interactive tabs, 12 accordions, 12 statement blocks. ### Product Detail Gaps Some products lack sufficient internal documentation for robust course content. Gus acknowledged this is an internal collateral gap. Key example: - **Ready Financial** — three tiers exist (Standard, Essentials, Plus) but are not well-documented. Gus to provide detail so the module can be built accurately. - Other "Ready" product lines (Ready Power, Ready Tech) may have similar gaps. --- ## Sales Methodology Update Gus is developing a new **"Agility Way"** sales methodology to present to the executive team in Dallas the week of Sept 30. Key points: - Incorporates B-PACE elements as part of the discovery framework - Adds behavioral pillars alongside traditional sales steps - Requires executive approval before course content can be built - B-PACE and Discovery modules (currently slated for Week 2) are **on hold** until approval is confirmed --- ## Related - [[wiki/clients/current/agility-recovery/_index]] - [[wiki/knowledge/ai-tools/custom-gpt-for-client-content]] - [[wiki/knowledge/instructional-design/rise-360-block-structure]]