wiki/clients/current/agility-recovery/2026-04-05-training-program-handoff.md · 594 words · 2026-04-05
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
- Grant Melissa and/or Evokery access to SharePoint (new email required)
- Grant access to Salesforce and SalesSoft
- Review project status and outstanding deliverables
- 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