---
title: Agility Recovery SOAR Course Development
type: article
created: '2026-01-09'
updated: '2026-01-09'
source_docs:
- raw/2026-01-09-agility-recovery-soar-course-113186162.md
tags:
- agility-recovery
- elearning
- storyline
- soar-course
- facilitator-manual
- asymmetric
layer: 2
client_source: null
industry_context: null
transferable: true
---

# Agility Recovery SOAR Course Development

Knowledge base for the SOAR course development project with Agility Recovery, covering Storyline interactive simulations, facilitator manual, and asset sourcing strategy.

**Client:** [[wiki/clients/agility-recovery/index|Agility Recovery]]
**Project Team:** Isalia Ramirez (Asymmetric, developer), Mark Hope (Asymmetric), Gus Donelson (Agility Recovery, stakeholder)

---

## Overview

Asymmetric is developing a SOAR sales training course for Agility Recovery using Articulate Storyline. The course includes interactive simulations of Agility's sales tools (Salesforce, ZoomInfo, SalesLoft, Co-Pilot), a facilitator manual, and supporting B-roll video content. As of January 2026, development is partially blocked pending vendor system access restoration.

---

## Course Structure

### Modules — Status as of 2026-01-09

| Module | Status |
|---|---|
| Sign and Declare | ✅ Approved |
| Knowledge Check | ✅ Approved |
| Presentation (data, tone, etc.) | ✅ Approved — separated into distinct topics |
| Vertical Part 2 | 🔄 Pending Gus review |
| Co-Pilot interactive module (#8) | 🚧 Blocked — awaiting system access |

### Facilitator Manual
- First draft outline in progress (Isalia)
- Review deadline shifted from Wednesday to **next Friday** due to Gus's SKO travel week

---

## Storyline Development Strategy

### Goal
Build interactive Storyline simulations that allow learners to practice using Agility's sales tools (Salesforce, ZoomInfo, SalesLoft, Co-Pilot) within the course environment.

### Constraint
Learners cannot access live production systems from within Articulate Storyline due to permissions and data security restrictions. Direct live-tool integration is not feasible.

### Approved Workaround
Use **interactive screenshots or screen recordings** to simulate the tool environment. Learners interact with layered hotspots and text-entry fields overlaid on static or recorded visuals. This approach may appear slightly less polished but is appropriate for the current development phase.

> *"It will simulate the environment. It might look a little clunky, but we're learning."* — Isalia Ramirez, 2026-01-09 sync

### Asset Sourcing Options (in priority order)
1. **Direct access** — Isalia gets vendor credentials to Salesforce, ZoomInfo, SalesLoft, Co-Pilot (preferred; blocked as of 2026-01-09)
2. **Abby-assisted capture** — Isalia provides a task-by-task script; Abby (Agility internal) records or screenshots each step and uploads to SharePoint
3. **Abby joins development calls** — If access cannot be granted, Abby participates directly in development sessions

Gus to consult Abby on which option is feasible and report back at the next Friday call.

---

## Access Blockers

### Current Status (as of 2026-01-09)
Isalia's vendor access to Agility's systems was **revoked** due to a company-wide vendor access policy change. She was previously approved as a vendor but was caught in the reset.

**Systems affected:**
- Salesforce
- ZoomInfo
- SalesLoft
- SharePoint / OneDrive
- Microsoft Co-Pilot (full/360 license)

### Resolution Path
- **Ranjit** (Agility IT contact) — Gus messaged via email and Teams to restore general system access; awaiting response
- **Xerox** — Gus to email requesting full Co-Pilot 360 license for Isalia; Isalia to be CC'd

> Until access is restored, Isalia cannot meaningfully advance the interactive Storyline modules.

---

## Course Content Notes

### New Hire Feedback — "Single Point of Failure" Claim
A new hire with 25 years of generator sales experience flagged an inaccuracy during initial course review:

- **Issue:** The course states that Agility's plan prevents a "single point of failure" — the new hire noted this is incorrect; failure is still possible.
- **Action:** Gus to identify the specific slide/module; content to be corrected before broader rollout.
- **Significance:** Validates the course review process and the value of real-world SME feedback early in development.

---

## B-Roll Video

- Gus and Agility's marketing director will capture B-roll at the Sales Kickoff (SKO) using iPhones
- Gus has the B-roll shot list (53 pages provided by Asymmetric) printed and in his bag
- Gus to create a prioritized direction document on the plane to Arizona (Saturday travel)
- Not all shots will be captured; focus on highest-priority items

---

## Timeline & Milestones

| Date | Event |
|---|---|
| 2026-01-10 (Sat) | Gus travels to AZ; reviews Vertical Part 2 module; drafts B-roll direction |
| 2026-01-12–13 (Mon–Tue) | Agility Sales Kickoff — Gus hosting; B-roll capture |
| 2026-01-14 (Wed) | Gus visits vendor at female state prison (sales development program) |
| 2026-01-15 (Thu) | Gus returns to office |
| 2026-01-16 (Fri) | **Next sync call** — facilitator manual outline review; B-roll/access updates |

---

## Open Action Items

- [ ] **Gus** — Follow up with Ranjit to restore Isalia's system access (Salesforce, ZoomInfo, SharePoint)
- [ ] **Gus** — Email Xerox re: Co-Pilot 360 license for Isalia; CC Isalia
- [ ] **Gus** — Email Abby re: test/dev access to Salesforce, ZoomInfo, SalesLoft; if denied, invite Abby to next call
- [ ] **Gus** — Review Vertical Part 2 module (weekend, on plane)
- [ ] **Gus** — Create B-roll recording direction; capture footage at SKO with marketing director
- [ ] **Isalia** — Continue facilitator manual outline; ready for review on next Friday's call
- [ ] **Isalia** — Await system access before advancing Co-Pilot interactive module (#8)
- [ ] **Gus/Isalia** — Identify and correct "single point of failure" claim in course content

---

## Related

- [[wiki/clients/agility-recovery/index|Agility Recovery Client Index]]
- [[wiki/knowledge/elearning/storyline-simulation-approach|Storyline Simulation Approach]] *(if created)*
- [[wiki/knowledge/elearning/facilitator-manual-process|Facilitator Manual Process]] *(if created)*