--- title: Rise 360 Course Review — 2025-10-17 type: article created: '2025-10-17' updated: '2025-10-17' source_docs: - raw/2025-10-17-agility-recovery-rise360-course-review-95063003.md tags: - agility-recovery - rise-360 - elearning - instructional-design - new-hire-training - course-structure - visuals - branding - copilot - sales-training layer: 2 client_source: Agility Recovery industry_context: elearning transferable: false --- # Rise 360 Course Review — 2025-10-17 ## Overview Alignment call between [[wiki/clients/current/agility-recovery/_index|Agility Recovery]] (Gus Donelson) and Asymmetric (Isalia Ramirez, Raphael Mangadap) to review visual concepts, clarify course-by-course content direction, establish product hierarchy, and introduce a new Rise 360 review/feedback workflow. The call surfaced a need for a more consolidated content structure and identified the Product Introduction course as the highest-risk deliverable due to outdated internal documentation. **Next meeting:** Wednesday at 2:00 PM ET / 1:00 PM CT to review the new content outline. --- ## Attendees | Name | Role | Org | |---|---|---| | Isalia Ramirez | Instructional Designer | Asymmetric (internal) | | Raphael Mangadap | Project Lead | Asymmetric (internal) | | Gus Donelson | Client Stakeholder | Agility Recovery (external) | --- ## Key Decisions 1. **Six Pillars visual approved** — change the "tombstone" shape to a cylinder or architectural pillar form. Gus will send his cylinder-based reference slide. 2. **B2B Sales Process visual approved** — update to use the 8 official steps from slide 9 of the source PowerPoint. Concept: 6 Pillars as a central gear driving the 8 sales process steps as outer gears. 3. **Overcoming Objections ("LEARN") visual approved** — simplify to a reference tool with step names and catchphrases only (e.g., "Listen to hear, not respond"). Less text, more visual. 4. **Branding:** Continue using Railway font; Helvetica (new official font) is not a priority for this project. Brand palette: dark blue, medium blue, orange, grays. 5. **Rise 360 feedback process change:** Isalia will publish via the Rise 360 "Review" feature going forward so Gus's comments include automatic screenshots for context. 6. **Content consolidation needed:** Current modules are too fragmented. Isalia will draft a new consolidated lesson plan — combining modules, removing redundant intros, and improving learner flow — to present at the next meeting. --- ## Course-by-Course Direction ### 1. Agility Recovery (HR 101) - **Audience:** All employees, pre-training - **Goal:** Foundational company overview — history, mission, vision, strategic values - **Key emphasis:** The membership model (low capital investment, guaranteed asset access) as Agility's core differentiator - **Target length:** 15 minutes or less ### 2. Industry Deep Dive - **Audience:** All employees - **Goal:** Define disaster recovery (DR) and business continuity (BC); position Agility as the end-to-end solution - **Key emphasis:** Competitors only offer planning OR asset rental — Agility does both plus guarantees. Biggest competitor is "do nothing." - **Note:** Gus is open to moving the business model content from Course 1 into this course; Isalia to decide on best placement ### 3. Product Introduction (2 Courses) - **Audience:** Sales / all employees - **Goal:** Understand the full product portfolio - **Product hierarchy:** - **Workplace Recovery** (overarching category) - Ready Financial - Ready Office - Ready Suite - **MRC / MRU** = delivery method / feature (not a standalone product) - **Risk:** No current product catalog exists (last version: 2022). Gus will provide the 2022 catalog and can arrange a call with the product lead if documentation is insufficient. - **Split rationale:** Workplace Recovery alone has enough depth for one course; power, emergency notifications, technology, satellite, data backup, cyber resilience fill a second. ### 4. Co-pilot - **Audience:** All employees - **Goal:** Introduce Microsoft Copilot as an organizational tool; best practices for prompts and use cases - **Key feature to highlight:** "Work" mode — searches internal SharePoint, emails, and calendars (access-gated) - **Note:** May be repositioned later in the curriculum to align with the Preparation step of the sales process. Gus to confirm placement. - **B-Pace:** Must be added to the sales process module (currently slated for Week 2). ### 5. Agility Sales Story - **Audience:** Sales - **Goal:** Explain why Agility wins and how its model differs in the marketplace - **Key points to cover:** - Member-based value model - Low capital investment / pass-through costs only - Guaranteed access to assets (national partner network) - 100% recovery success rate across all customer declarations - **Source material needed:** Gus will locate and share the sales story deck (used on first customer calls). ### 6. Vertical Solutions (2 Courses) - **Audience:** Sales - **Goal:** How to sell to specific industries - **Course 1:** Banking/Credit Unions, Healthcare, Manufacturing/Supply Chain - **Course 2:** Professional Services, Insurance, Legal, Government - **Source material needed:** Gus will share "vertical deck" documents for each industry. --- ## Visual & Branding Decisions | Visual | Status | Revision Required | |---|---|---| | Six Pillars of the Agility Way | ✅ Approved | Change tombstone shape → cylinder/pillar | | B2B Sales Process | ✅ Approved | Use 8 steps from slide 9; gear-based concept with Pillars as center gear | | Overcoming Objections (LEARN) | ✅ Approved | Simplify to step name + catchphrase only; reduce text | | Brand colors | Confirmed | Dark blue, medium blue, orange, grays | | Font | Confirmed | Continue Railway; Helvetica not required for this project | --- ## Rise 360 Feedback Workflow Change **Problem:** Gus's previous feedback lacked context — comments were submitted outside the Rise 360 Review feature, making it difficult to identify which screen or element was being referenced. **New process:** 1. Isalia publishes an updated version of the course 2. Isalia sends Gus a Rise 360 Review link 3. Gus submits all feedback directly in the Review tool — comments automatically attach a screenshot of the relevant screen --- ## Action Items ### Isalia (Asymmetric) - [ ] Draft consolidated lesson plan: combine fragmented modules, remove redundant intros, improve learner flow — present to Gus at Wednesday meeting - [ ] Forward Gus's 3 visual slides + branding colors/font to design team - [ ] Switch to Rise 360 "Review" feature for all future feedback cycles - [ ] Review Gus's "Agility Way" training deck; note placeholders - [ ] Add B-Pace to the sales process module - [ ] Add placeholder blocks for testimonials/case studies in relevant modules ### Gus (Agility Recovery) - [ ] Email Isalia the 3 visual reference slides + branding colors/font - [ ] Share the sales story deck + testimonial/case study documents (upload to New Hire folder; email Isalia the link) - [ ] Share the 2022 product catalog - [ ] Share vertical deck documents for all industries - [ ] Share high-value past training recordings - [ ] Arrange a call with the product lead if 2022 catalog is insufficient for Product Introduction courses ### Both - [ ] Meet Wednesday at 2:00 PM ET / 1:00 PM CT to review the new consolidated content outline --- ## Related - [[wiki/clients/current/agility-recovery/_index|Agility Recovery — Client Overview]] - [[wiki/knowledge/rise-360-review-feedback-workflow|Rise 360 Review Feedback Workflow]] *(if created)* - [[wiki/knowledge/elearning-content-consolidation|eLearning Module Consolidation Best Practices]] *(if created)*