--- title: Rise360 Course Review — 2025-11-14 type: article created: '2025-11-14' updated: '2026-04-05' source_docs: - raw/2025-11-14-agility-recovery-rise360-course-review-101851197.md tags: - agility-recovery - rise360 - articulate-storyline - elearning - video-production - tool-training - salesforce - zoominfo - salesloft - course-development - onboarding - graphics layer: 2 client_source: Agility Recovery industry_context: elearning transferable: false --- # Rise360 Course Review — 2025-11-14 ## Overview Friday afternoon check-in with Gus Donelson (Agility Recovery) to review progress on the Rise360 onboarding course and define strategy for two new workstreams: virtual video production and interactive tool-training modules. The meeting also covered graphics feedback and confirmed a pipeline of future projects. **Attendees:** - Mark Hope (Asymmetric) - Isalia Ramirez (Asymmetric) - Raphael Mangadap (Asymmetric) - Gus Donelson (Agility Recovery, client) --- ## Key Decisions - **No travel for video production.** New videos will be recorded virtually via Scripted or Loom. Talent can either record independently from a script or do a live interview with Mark. Editors will add slides, B-roll, and picture-in-picture. - **Storyline click-through courses are the preferred tool-training approach.** Agility Recovery has no sandbox environments for Salesforce, ZoomInfo, or SalesLoft, making interactive Storyline simulations the only safe way to give new hires hands-on practice before touching live systems. - **Co-pilot module will remain instructor-led, not built into Rise.** Gus will run a live scenario exercise post-e-learning rather than embedding practice scenarios in the course. Gus will review the current module draft before Isalia makes any changes. - **Graphics direction:** Pillars graphic is the strongest concept and best matches Gus's vision. Learn Framework graphic rated 4/5. Columns graphic is neutral (3/5). Gus will share all three with his director of sales and marketing team before providing final feedback. --- ## Action Items ### Gus Donelson - [ ] Deliver video script, objectives, and talent/speaker list to Mark (before next call) - [ ] Send Mark the evergreen task lists for ZoomInfo, Salesforce, and SalesLoft tool training - [ ] Review remaining course modules for product accuracy (targeting early next week) - [ ] Review Co-pilot module draft; send feedback to Isalia before she makes changes - [ ] Share graphics links with director of sales and marketing; return consolidated feedback ### Mark Hope - [ ] Investigate Storyline click-through build options; present recommendations on next call - [ ] Download Storyline desktop app via Articulate 360 license (Isalia found the download link during the call) ### Isalia Ramirez - [ ] Deliver final course module (was finishing over the weekend) - [ ] Apply Gus's feedback to first few modules; finalize content and visuals starting Monday - [ ] Share Figma/file links for columns and pillars graphics with Gus --- ## Topic Notes ### Tool Training Strategy Gus wants interactive click-through courses for three core sales tools: **ZoomInfo**, **Salesforce** (two courses — foundations + deeper dive), and **SalesLoft**. The critical constraint is that Agility Recovery has no sandbox environments, so learners cannot practice in the live tools without risk. Storyline simulations are the proposed solution. Content will focus on **evergreen fundamentals** — tasks that won't change as the tools evolve (e.g., setting up a profile, importing a lead, pulling a dashboard report). Gus's ops tech stack manager (Abby) has already drafted a task list and will provide technical guidance and system access once the build approach is confirmed. > *"The click-through in an actual learning for the fundamentals and the basics is one of our best options because I can't get them into the live tool unless they're actually building something because there is no sandbox version to it."* — Gus Mark will investigate build requirements and present options at the next call. ### Video Production New onboarding videos will be produced entirely virtually — no travel. Two recording options: - **Option A:** Live interview with Mark facilitating - **Option B:** Talent records independently using a provided script and Loom/Scripted link Post-production will layer in slides, B-roll, and a picture-in-picture effect. Gus will send Mark the script, objectives, and talent list before the next call. ### Course Content Review Isalia was completing the final module over the weekend, bringing all modules to draft-complete status. Gus had already reviewed and commented on the first four modules, noting strong alignment with minimal changes needed. **Plan going forward:** - **First few modules (fundamentals):** Isalia applies Gus's feedback and finalizes content and visuals starting Monday - **Latter modules (product-focused):** Gus reviews for accuracy early the following week; these are still rough and product information is still being clarified internally at Agility Recovery ### Co-Pilot Module Gus clarified that the Co-pilot (Microsoft Copilot) module will be reinforced through a **live instructor-led session**, not an in-Rise practice scenario. After completing the e-learning, trainees will receive a real-world scenario and present their Copilot research back to the group. The exercise is designed to surface differences in prompting approaches and reinforce consistent prompt structure. Gus noted that Agility Recovery's COO is building a standardized prompt job aid, and the CEO is deeply invested in Copilot adoption — so the module should stay foundational and evergreen. Gus will review the current Co-pilot module draft before Isalia adjusts anything. ### Graphics Review Isalia presented three graphic concepts during the call: | Graphic | Gus's Rating | Notes | |---|---|---| | Columns | 3/5 (neutral) | Colors may look off on his screen; will review the shared file | | Pillars | Positive (no numeric rating) | "Much more what I was feeling" — best alignment with his vision | | Learn Framework | 4/5 | Clear enthusiasm; will share with sales director | Gus will review all three with his director of sales (Monday meeting) and marketing contact (Wednesday meeting) before providing final direction. --- ## Future Projects Confirmed Gus confirmed the team's accumulated knowledge of Agility Recovery's systems makes them well-positioned for follow-on work. Projects on the horizon: | Project | Target | Notes | |---|---|---| | **Sales Playbook** | January 2026 (SK rollout) | Version 1 of an ongoing, iterative document | | **Elevate Program** | TBD | Monthly continuous education — rotating formats (e-learning, video, ILT) | | **2026 Product Catalog** | TBD | Requires marketing to first produce an evergreen catalog; current product tier details are unclear even internally | > *"I'm confident we'll have more things. One of the other things I do want to build out is the Elevate program — ongoing education that I could get in front of everyone on a monthly standpoint."* — Gus --- ## Related - [[wiki/clients/current/agility-recovery/_index]] - [[wiki/knowledge/elearning/storyline-simulation-approach]]