SOAR Course Sync — 2025-12-19

Overview

End-of-year sync with Gus Donelson (Agility Recovery) covering SOAR course development status, the Storyline Module 8 pilot, SKO video strategy for the January 11–13 Phoenix event, and graphic design feedback on the Six Pillars and SOAR visuals. Next meeting scheduled for December 30.

Attendees: Mark Hope, Isalia Ramirez (Asymmetric); Gus Donelson (Agility Recovery)

Course Development Status

Approved & Final (5 courses)

• Agility Industry
• Advantage Products 1 & 2
• Testing
• The Story
• Vertical 1

Pending Gus Review (3 courses)

• Vertical 2 — Isalia made requested changes (pain point / solution separation) and republished to Review360 this morning. Gus has not yet reviewed the updated version.
• Advanced Communications (listed in source as "Presentation Communication Skills") — No feedback submitted yet.
• Post-Sale Follow-Up — No feedback submitted yet.

On Hold

• Prospect and Research — May be dropped entirely; no decision made.

Up Next in Queue

• The Agility Way
• The Six Pillars

Storyline Pilot — Module 8

Isalia is developing Module 8 in Storyline as a lower-complexity pilot before tackling the remaining four Storyline courses. Working on her husband's laptop with a Spanish keyboard (a Bluetooth keyboard is planned). The goal is to establish shared style and direction for Storyline work across the project.

"Give you a little, kind of cut the gums on one that's less complex, if you will, before we get into some of the other ones." — Gus

Technical Issues

Rise "Continue" Button Bug

• Gus observed the Continue button occasionally disappearing between lessons rather than advancing to the next lesson. The issue was inconsistent — not present on all courses.
• Isalia deleted and re-added the button in the flagged lesson as a workaround; could not reproduce the issue on her end.
• Likely a Review360 platform bug rather than a content error.
• LMS exit button: Separate from this issue — a standard exit button will appear in the final SCORM/LMS export and is unrelated.

Course Imagery

• Finding customer-specific images (e.g., "California local government," "Gulf Coast regional bank") is difficult because Operations photos are not labeled by customer name.
• Gus received access to a new Operations image folder today and will search it.
• Current placeholder images are considered visually acceptable for the initial launch; specific images can be improved in a future iteration.

SKO Video Strategy

Event: Sales Kickoff (SKO), January 11–13, Phoenix, AZ — ~25 attendees, executive leadership present. Marketing person on-site for recording.

Welcome & Graduation Videos

• Approach: Unscripted "drive-by" recordings with executive leadership.
• Gus will give leaders a high-level goal (e.g., "welcome new hires, get excited") and let them speak freely.
• Rationale: Executives rarely follow scripts anyway; free-flow produces more authentic results.
• Editing team will shape the raw footage into final cuts.

Day in the Life Video

• Status: On hold. Hybrid audience (some in-person, some remote) makes a unified recording impractical.

B-Roll

• Isalia to brainstorm a B-roll shot list for the marketing person to capture at the SKO — beyond standard event/presentation shots.
• Ideas should account for the resort setting and small-team context (~25 people).

Graphic Design Feedback

Six Pillars Graphic (Gears)

• Current "gears" graphic is acceptable but not compelling. Gus is not obsessed with it.
• Requested revision: Remove the "pillar" text label and instead name each gear directly with the pillar title. Text length may be a constraint.
• Concept of gears working together is sound; execution needs refinement. May revisit with team feedback after launch.

SOAR / L.E.A.R.N. Graphic

• Graphic is strong and aligns well with Agility branding. Gus likes it.
• Designer provided two versions (one with full training text, one without).
• Requested revision: Strip down to just the SOAR acronym circle with the five labels (Listen, Empathize, Ask, Relate, Navigate) placed on an outer ring — no additional descriptive text. Intended as a standalone visual reference that learners can internalize.

Action Items

Key Decisions

• Unscripted SKO videos: Gus will not provide scripts to executive leadership for Welcome/Graduation videos. Editors will work with raw footage.
• Day in the Life video is on hold due to hybrid audience complexity.
• Prospect and Research course may be dropped from the project scope entirely.
• Module 8 as Storyline pilot: Confirmed approach for establishing team style before tackling more complex Storyline courses.
• No meeting the week of December 22 — both parties taking holiday time.

Related

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• ^[2]