wiki/knowledge/elearning/agility-recovery-soar-course.md · 879 words · 2026-01-09

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: ^[1]
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)

Direct access — Isalia gets vendor credentials to Salesforce, ZoomInfo, SalesLoft, Co-Pilot (preferred; blocked as of 2026-01-09)
Abby-assisted capture — Isalia provides a task-by-task script; Abby (Agility internal) records or screenshots each step and uploads to SharePoint
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

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^[3] (if created)
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