---
title: Training Program Handoff — 2026-04-05
type: article
created: '2026-04-05'
updated: '2026-04-05'
source_docs:
- raw/2026-03-24-gusisalia-catch-up-132394751.md
tags:
- agility-recovery
- project-handoff
- personnel-change
- training-program
- salesforce
- salesloft
- sharepoint
layer: 2
client_source: Agility Recovery
industry_context: elearning
transferable: false
---

# Training Program Handoff — 2026-04-05

## Overview

Isalia Ramirez (Asymmetric) informed Gus Donelson (Agility Recovery) that she is leaving Asymmetric this week due to a company restructuring. The project is in its final stretch, and a formal handoff meeting is scheduled for Friday to transition ownership to a new Asymmetric team. Despite the personnel change, the project scope and direction remain intact.

**Meeting participants:**
- Gus Donelson — Agility Recovery (client)
- Isalia Ramirez — Asymmetric (outgoing project lead)

**Incoming team:**
- **Melissa** — Isalia's manager; already briefed on project status and pending deliverables
- **Evokery** — Brings direct Salesforce and SalesSoft experience, critical for upcoming modules

---

## Key Decisions

- **Guides are approved for design.** Gus reviewed approximately three-quarters of the guides and is satisfied with the content. No further content review is needed before handing off to the design team.
- **Program structure stays at two weeks.** The previously agreed shift from a four-week to a two-week program format stands. The structure intentionally paces learners to prevent rushing through all 14 courses at once, balancing self-learning with team time, call shadowing, and virtual sessions.
- **System access will be granted at the Friday meeting.** All three platforms require new credentials or access grants for the incoming team.
- **Recordings approach for tech stack modules is maintained.** Salesforce/SalesSoft content will use screen recordings rather than reverting to Storyline-based development.

---

## System Access Requirements

The following access items are to be added to the Friday meeting agenda by Gus:

| System | Purpose | Notes |
|---|---|---|
| **SharePoint** | All project files | Requires a new email/account for the incoming team member |
| **Salesforce** | Foundational setup, profile configuration | Access needed even with recording-based delivery |
| **SalesSoft** | Sales tool training content | Same rationale as Salesforce |

---

## Pending Deliverables

### Guides
- **Status:** Content approved by Gus (~75% reviewed; remainder confirmed acceptable)
- **Next step:** Isalia hands off to Melissa before end of week
- **Melissa's action:** Forward to design team for visual polish (likely interactive PDF format)

### 2-Week Program Agenda Outline
- **Status:** Not yet drafted
- **Next step:** Isalia drafts a rough outline before the Friday meeting
- **Rationale for structure:** Prevents learners from self-pacing through all 14 courses in the first two days; interleaves self-learning, team collaboration, call listening, and virtual sessions

---

## Action Items

| Owner | Action | Due |
|---|---|---|
| **Gus** | Add system access (SharePoint, Salesforce, SalesSoft) to Friday meeting agenda | Before Friday |
| **Isalia** | Hand off approved guides to Melissa for design | Before end of week |
| **Isalia** | Draft outline for 2-week program agenda | Before Friday |
| **All** | Attend Friday handoff meeting (Gus, Isalia, Melissa, Evokery) | Friday |

---

## Friday Handoff Meeting — Agenda Items

1. Grant Melissa and/or Evokery access to SharePoint (new email required)
2. Grant access to Salesforce and SalesSoft
3. Review project status and outstanding deliverables
4. Transition ongoing project ownership to Melissa and Evokery

---

## Context & Notes

- Isalia had been on the project approximately five to six months and was the primary Asymmetric contact throughout
- Evokery's Salesforce/SalesSoft expertise is well-timed given the next phase of module development focuses on those tools
- Gus expressed strong satisfaction with Isalia's work and noted the incoming team has "big shoes to fill"
- The e-learning platform access (Asymmetric login) is unaffected by the personnel change — credentials are org-level, not individual

---

## Related

- [[wiki/clients/current/agility-recovery/_index]]