Part of the [1] [2] project. This article captures the planning status, content structure, and content creation approach for the Tech Stack module as of the March 6, 2026 working session.
In planning. Abby (Agility Recovery admin) has created the SharePoint folder structure but has not yet uploaded content. A high-level outline is being prepared by Isalia for review.
The Tech Stack module will orient SOAR course learners — primarily sales reps — to the tools and systems they use day-to-day. The goal is a seller's perspective on the tech stack, not an admin's view.
An operational process change at Agility Recovery (made the day before the March 6 session) prompted the team to accelerate planning and bring Abby into the conversation.
Abby has set up the SharePoint folder and subfolder structure for collecting source materials (SOPs, reference docs, etc.). As of March 6, no documents have been uploaded yet. Once Abby populates the folders, Isalia will incorporate relevant SOPs into the outline as needed.
Isalia is preparing a high-level outline following the same approach used for earlier SOAR modules — directional and content-accurate, not fully detailed. The outline will be shared with Gus after the March 6 session for review before any SME involvement.
Review flow:
1. Isalia shares outline with Gus
2. Gus reviews and shares with Abby (admin) and a sales account executive (AE)
3. Team decides on content creation approach based on feedback
Two options are under consideration:
Schedule a meeting with Abby and/or a sales AE to do an informal walkthrough of the tech stack tools. The session would be recorded and used as source material for the module.
Provide Abby and/or the sales AE with structured guidance on what to cover, and have them record videos directly. This skips a live session and moves faster to production-ready content.
Decision pending Gus's review of the outline and feedback from Abby and the AE.
A key insight from the March 6 discussion: a sales account executive is a more appropriate SME for this module than Abby (the admin), because the course audience is sellers, not administrators. The AE uses the tools in the same context as learners will.
Benefits of using a sales rep for recordings:
- Perspective matches the learner audience
- More likely to include practical tips and real-world usage patterns
- Pacing may be more natural for a learning context than an admin walkthrough
Gus identified a specific AE who performs well and may be willing to contribute recordings.