--- title: SOAR Course Project Sync — 2026-04-03 type: article created: '2026-04-05' updated: '2026-04-05' source_docs: - raw/2026-04-03-agility-recovery-soar-course-135240425.md tags: - agility-recovery - meeting - elearning - rise-360 - articulate - storyline - review-360 - salesforce - salesloft - zoominfo - scope-change - project-management layer: 2 client_source: Agility Recovery industry_context: elearning transferable: false --- # SOAR Course Project Sync — 2026-04-03 ## Overview Weekly project sync between Melissa Cusumano (Asymmetric) and Gus Donelson (Agility Recovery). The meeting covered three main areas: establishing a correct Rise 360 / Review 360 publish-and-review workflow, confirming a scope pivot away from Storyline simulator courses toward simpler video-based Rise courses, and planning the kickoff of the next course covering the Agility tech stack (Salesforce, SalesLoft, ZoomInfo). **Attendees** - Melissa Cusumano — Asymmetric (lead designer on handoff) - Gus Donelson — Agility Recovery (client) - Mark Hope — Asymmetric (not present) - Avokerie "Evoke" Onorimuo — Asymmetric (not present; on holiday) --- ## Key Decisions ### 1. Rise 360 → Review 360 Publish Workflow Established A miscommunication surfaced: Gus could not see Melissa's recent video updates because she had not published a new version to Review 360 — he was still viewing the version Isalia originally submitted. A formal workflow was agreed upon: 1. **Edit** content in Rise 360. 2. **Publish new version:** In Rise 360, go to `Review` → `Publish New Version`. 3. **Re-request review:** In Review 360, click `Re-request Review` to send Gus a new notification and link. 4. **Resolve comments:** Melissa (not Gus) resolves comments in Review 360 once addressed, clearing the audit trail. > Gus will not resolve comments himself — that responsibility sits with the Asymmetric team so he can always see what is open vs. addressed. ### 2. Scope Pivot: Storyline Courses → Video-Based Rise Courses The original agreement included **4 Storyline simulator courses** for tech stack training. This is being replaced with **video-based Rise courses** for the following reasons: | Reason | Detail | |---|---| | Skill gap | Neither Isalia nor Asymmetric broadly has deep Storyline expertise | | Platform constraint | Storyline requires a Windows machine; previous designer used her husband's laptop | | Maintenance burden | Storyline courses are labor-intensive to update for a dynamic tech stack | **New approach:** - Gus (and potentially sellers) will **record walkthrough videos** of Salesforce, SalesLoft, and ZoomInfo. - Melissa will **edit the videos** and **build them into Rise modules** — the same pattern used for the Co-Pilot course. - Gus acknowledged this is a downgrade from the original spec but is accepting it pragmatically. He noted he would still prefer Storyline if a qualified builder could be found. ### 3. Leadership Videos Scrapped Two "nice-to-have" videos from the original scope — a **Welcome video** and a **Day in the Life** video featuring senior leadership — are canceled. Coordinating in-person recordings with a fully remote leadership team has proven logistically impractical. Gus considers this scope already paid for and is moving on. ### 4. Outline Migration: Google Drive → SharePoint The tech stack course outline currently lives in Google Drive with comments from Isalia. Because Agility works in Microsoft/SharePoint and the two platforms don't interoperate, Melissa will: - Upload the document to Agility's SharePoint (SOAR Courses folder). - Manually merge Isalia's Google Doc comments into the SharePoint version. - Work exclusively from the SharePoint version going forward. --- ## Co-Pilot Course Status - Melissa loaded two updated videos and improved thumbnails. - A copy-pasteable Co-Pilot prompt was added to the course with `[insert company name]` highlighted so learners know to replace it. - Gus's speaker bubble was removed from the video frame per Isalia's earlier note. - One video originally recorded by Isalia still needs to be **re-recorded by Melissa** — she needs to locate the transcript first. - Melissa needs to **confirm the correct video splices** are in place before launch (concern about accidentally publishing an unedited/outtake version). --- ## Next Course: Tech Stack Training (Salesforce, SalesLoft, ZoomInfo) - **Content owner:** Abby (Agility internal — owns the tech stack tools) - **Scoping call:** Monday, April 13 at 10:00 AM CT / 11:00 AM ET - Abby will join for the **first 30 minutes only**, then drop off - Gus and Melissa will continue for the remainder of the hour - Gus to forward the meeting invite to Abby - **Access provisioning:** Gus will grant Melissa and Evoke access to all three platforms by **Wednesday, April 8** - ⚠️ Both must log in within **24 hours** of receiving access or accounts will time out and need to be re-provisioned --- ## Action Items ### Melissa - [ ] Confirm correct video splices are live in the Co-Pilot course before launch - [ ] Re-record the video originally recorded by Isalia; locate or generate transcript - [ ] Update the tech stack course outline in SharePoint, merging Isalia's Google Doc comments - [ ] Review existing SOAR courses to understand Agility terminology and style - [ ] Log in to Salesforce, SalesLoft, and ZoomInfo within 24 hours of receiving access (after April 8) ### Gus - [ ] Grant Melissa and Evoke access to Salesforce, SalesLoft, and ZoomInfo by **Wednesday, April 8** - [ ] Forward the April 13 meeting invite to Abby - [ ] Share the updated tech stack outline with Abby before April 13 so she can review ahead of the call ### Melissa & Gus - [ ] Meet with Abby on **Monday, April 13 at 10:00 AM CT** to scope the tech stack course --- ## Context & Relationship Notes Gus expressed candid frustration about the project's length and the Storyline skill gap. Key points for internal awareness: - Gus was referred to Asymmetric through a personal connection between his CEO and Mark Hope. He acknowledged he likely would have chosen a specialist e-learning firm otherwise, given the Storyline requirement. - He is disappointed Isalia is no longer on the project and spoke highly of their working relationship. He is concerned (but not certain) that the project's pace may have contributed to her departure. - Gus's preference is to handle scope/frustration conversations **one-on-one with Melissa**, not in larger group calls. He explicitly asked that any internal misalignment on scope be resolved before bringing it to a joint call. - Both parties agree the project has taken longer than expected; Gus accepts partial responsibility for access delays and content recording bottlenecks on his side. --- ## Related - [[wiki/clients/current/agility-recovery/_index]] - [[wiki/clients/current/agility-recovery/copilot-course]]