# Big Ideas Learning

## 8/25/2022

**3 Points for our Meeting:**

* Analytics

  * First back to school season, in October post-mortem report on how year one went
  * Wants to discuss data points that would lead to ROI and KPI
  * Survey or NPS scores
  * Email other important metrics for analysis
* These numbers are very low compared to the number of people invited
  * The number of groups is the number of total invited groups/clients
  * People can opt out,

**Flow:**
    1. Auto email goes out with a description of how to get into the academy
    2. No one clicks
    3. 110 clients have been invited and each client is a districts
    4. Each district could be 2 people or 30 people
    5. Are they enabling their districts to forward the emails along?

### Custom Reports

**Requested Data in Reports:**

* Group Name + Created + Members
* List of People not Necessary
* Back to School Season needs it Weekly
* Last week of July to Last week of September
* Friday Morning Delivery
* No Group ID

> Overall goal is spending less time in live trainings with small districts (<$50,000)
> This time last year, 35% of trainings were spent with small accounts
> This year, 26%! A 10% change.

115 actually did training, ~350 hours
This is just training time, hours for travel and planning isn't' factored in
This has been successful now and is positioning for something better in the future

Idea has been floated to sell stuff in the future. No timeline or roadmap for this.

Low enrollments because District Contact invites teachers to the platform
Larson isn't in control of the communications
Might be more comfortable a year from now helping with that
It is a sticking point to be in control of teacher's emails and contacts

**Other ideas:**

* SSO for their district
* BigIdeasMath.com is where learner's sign in right now
* Can we consolidate a single authentication method?
* Integrations with:
** Salesforce, Hubspot, Pendo, No BI Tool

**Next 6-8 Months:**

* Back to school "ends" mid-September
* Oct-December - Focus on Sales
* Jan - Mar - Continued Sales
* Launching new product segment, Elementary
  * Launched & Begin Sales Fall 2022
  * Implemented 2023
  * Trained by April 2023
  * Development of Resources in February 2022
* April is "next year" of Northpass
* Integrations, Design, and any other changes should be completed by April of 2023
* Wait until November for New Conversations

## 9/8/2022

* They need to train sales people on the new product
* And all other employees later in the future, mostly customer-facing employees
* Combo of live meetings & LMS
* They also need to train their partner, Geographic Learning
* Throwing around the idea of using Northpass for this
* GL needs accountability - share recording, small quiz, check they are done
* Can we use sales training and track actual sales?
* Add ammo for Sophia's case
* Workflow: attend the live session > Test knowledge >
* [X] /app/course, change text to: "Courses | Great Courses from the comfort of your home or classroom."
* [X] Add personalized message to /app.

## 9/22/2022

* Takes a course > single question:
  * Did you attend live training on {date}?
    * If yes --> Free form course, review material, No quiz (resource)
    * If no --> Milestones, videos, and quiz
* There are weekly trainings, that are live
  * If they don't attend that, they need to do asynchronous training
  * She wants to do scheduled release of sections, but a course per update might make more sense.

## 10/20/2022

*New Product Launch*

* Big sales training on this product happened
* They have recordings and bi-weekly follow up documents of all this new product knowledge
* She was hoping to put it into Northpass, but her VP said there is "information overload" and they need to simplify everything.
* Initiative fatigue in the company
* A big barrier is getting people into Northpass. Setting expectations to have them login to a new system makes it feel like another "task" for employees to do.
* So putting it in Sharepoint makes it "a resource" for employees to access on-demand.
* One of the challenges that Sophia is facing is the registration process for customers.
* Two things she wants to focus on next:
  * Short term: Registration process is really messy. Authentication isn't clean for learner

## 11/17/2022

### Weekly Sync

Recreating the partner training, and redoing it again next month. Sophia is hopeful to get to use Northpass for this new product training. Any chance for her teams to utilize Northpass would be beneficial. They have a tool that they can use!

* Recreating this training is all delivered via Webinar & Live
* Bi-weekly Webinar Updates
* Partners decided to opt out of the bi-weekly webinars. Instead, they would much prefer the on-site.

Big shift in the coming weeks. Begin planning a revenue generating professional development product. Two models are being proposed, both are asynchronous. The earliest they will discuss the gap analysis for these initiatives if 29th, with follow up on the 5th. She will let me know on the 22nd if anything changes in their urgency and planning.
![Proposed Models](images/Larson_TrainingProposals.png)
DONE:  Create a deck with all the limitations and advantages of Northpass. Due before Christmas.
Interested in the ILTs for the synchronous model.

## 12/1/2022

### Weekly Sync - Internal Enablement for Sophia

Their meeting from Tuesday was moved to tomorrow (12/2). Also, it may not even come up, so this is just good to have on hand. The project tables have turned, but they need to prove that this is valuable.
What does that mean?
Their EVP's vision of this project (revenue generating professional development product), is different than what he was thinking. Since it's not turning into what he wanted, he's losing interest. He was expecting a different market with a different product. He wanted a broader market and products - but neither serve the company's goals right now. He wanted to go into a market for customers and non-customers. But Larson isn't know as a professional development company, so acquisition would be all but impossible.
He didn't realize how far away they were from having that sort of reputation. They are not in a position to create a professional development material for such a large market.
Another big goal is retention. But this isn't focusing on that.

#### Presentation

This will be useful for gap analysis, at some point.
She was curious about slide 7 - what was my thought process?
She likes it because her and her VP of sales are *super* focused on retention. But she didn't understand how it might be useful.
Her thoughts:

* It either needs to be even more detailed with how it all gets done
* Or it needs to zoom out and show how the 5 circles fit into the Big Larson logistics

Things to change/add for the presentation:
DONE: Better understanding of the ILTs, specifically Live trainings.
DONE: They are unsure about automation logistics. What does it look like (the user experience) to Automate (SFDC, Pendo) and Authenticate users, and offer a portal.
They now market themselves as Big Ideas Learning, change branding to Big Ideas Learning.
Salesforce is what they use for orders, and Pendo is what they use for experience.
Retention is based on funding. Many districts can't find budget, they get what they get and that's it. Some do find it from student budgets, intervention funds, etc.

Not many annual contracts. They barely offer 3-year contracts, most are 5-7 years.
However, there are always ongoing discussions about changes to contract. For instance, a district might have bought a 6-year contract with only one year of PD. So in year 2 they will look for more PD.

*New Projects for 2023:*

* (Small) Significantly updating their district admin portal. They are thinking about putting together a course for admins to learn more about the changes.
* (Small) In the last year, they have increased their integration level with Canvas and Schoology. Districts are expecting them to train on products that aren't theirs. Such as, a course on Schoology or Canvas. Internally, they will create some generic course info for districts.
* (Bigger) National and Florida project courses will need to be put together for the new K-5 product. This will be a lift, so they need to get more agile and flexible when it comes to upgrading and creating a new courses.
Share best practices on content creation, and workflows and functionality, etc. If they can create and publish courses with fewer videos, that would be best. UX should be effective and enjoyable. The creation of videos can be a big lift.
DONE: In next meeting, share how people can more quickly create courses and be more flexible and agile in updating courses.

## 01/12/2023

### Chris Toothman, Tech Lead/Head of Product

They want to expand into professional development. He had some questions:

* Can we change the theme, look, and feel to be more inline with branding? - YES!
* External/Customer Use Case: Can we do SSO? Or Embed (Big Ideas Math or Ada)? How can we integrate more tightly into their existing app?

SSO Information:

Internal System - it is their clients that use the specific protocols & providers.
Embed + Open Auth is what might be easiest. They want to know how to segment and tell Northpass what items and trainings each customer has access to?
--> Properties & Groups
Big Ideas Math lives on top of a database with all this data. However, they also use Salesforce, which may be a good source of information.
The new platform (Ada) is not yet integrated into Salesforce.

Next Steps: Discuss segmentation & group provisioning.

DONE: Send Chris Information regarding embedding, authentication, groups & people, properties, and what design changes are available on enterprise vs premium.

Last Question: Can our authoring tool output into SCORM or other formats (what they call a "learning object").

## 01/26/2023

### Embed Next Steps

Work with Chris in 4-5 weeks (end of February-ish)
The team wants a proof of concept to see what an embed looks like.

## 02/23/2023

### How to achieve 90% impact with 10% effort

Her logins to sample:

"<https://www.myadamath.com/login>"
bigideasmath.com
UN: <smontiel@larsontexts.com>
PW: BigIdeas!

Redesign.

## 03/23/2023

### Design Update

She gave me her login again to the app. Gave Hubert assets.
Sophia is training 8 people across two teams on how to use Northpass and Best Practices.
Offered to join her if she needed help.

## 05/26/2023

### Planning for Expansion

The Story:

* How can support cs in making every customer a partner
* How to continue supporting district goals in years 2-5?

Context:

* CS team didn't exist a year ago. Now they have 5.
* What can we do to reach districts without manual work or without pushing their goals.
* What should be part of the story is the roster of people in Northpass via the platform (embedding).

Tasks:

* Norm to do the nitty gritty technical stuff.
* Sophia - to bring up and tell the story & Norm to create the tasks that add to that story.

People:

* Chris Toothman, Embedding, some technical information
* Ruben, CSM - Good at Metrics, CS goals, etc. Ruben managing Planhat.

Concerns:

* Restructuring Groups & Analytics concerns her. She is open to archiving everything and "starting fresh" with an academy.
* She doesn't know yet where she is going to get this sources for making content.
* Where does "follow up" training come from? What are the subjects?
* [She](2023-08-10_she.md) wants to be trained on making more modular, micro, smaller trainings

## 06/15/2023

### Analytics Feedback

Wants the Learning Path Analysis combined with Course Popularity. Basically, LP Popularity:

* How many learners started
* How many learners finished
* How many were "enrolled" in the learning path.
* Unique learner's don't matter
TODO: Create above report for Sophia in Looker.

## 06/29/2023

### Project Updates & Bandwidth

* First we need to meet with Ruben and Chris to give us context and direction.
DONE: Norm to follow up and update Ruben and Chris. Schedule separate meetings, include Sophia.
* Sophia will be giving Jason data on a monthly basis. Data points she is delivering:
  * Number of districts that have access to Northpass - number of groups even with 0 members.
  * Number of activated learners within each group.
  * Number by account tier & additional training (SFDC)
  * How many learners were active year to date.
  * Number of active learners last month.
  * Number of learners that have completed each learning path.
  * Number of learners that have completed the LP YTD and Last Month.
  * *YTD = May 1, 2022 - May 1, 2023*
  * Number of learners that < 100%.

Filters for Multiple

## 07/24/2023

### Sync with Reuben on CS

He's hoping to launch scaled content, micro-learning.
What content do they give to customers?
CS is new "just off the ground" last year. So what they did last year is:

* Engaging with District Level stakeholders, how to bring them into the fold
* Wants to see a dual approach for end-user content
* Thinking about the cadence of a school year - when are opportune times for engagement?
* No matter the size of the district, the cadence of a school year is the same for every customer.
* They want to increase engagement across all users - teachers and district people
* More importantly, teachers turnover far less than district employees. Having good relationships with teachers is super important.

They had their first "scaled strategy" meeting this last week. They are interested in a viable repository of learning info and want to use Northpass. Hopefully by September 1st.

## Quiz Feedback

**Quiz feedback**

* Display information that is wider than correct/incorrect. An example 50% choose C, lets look at why.
* Their customers rate them lower when they don't like the quiz questions. Are Big ideas answering the correct items?
  Sophia's focus has been the data and info for Jason.
* Overall goal: "Improve teacher onboarding experieince. Increase product usage and satisfaction."

# KPIS

    - NPS for high usage districts

* Time on tasks for high touch tasks.

## 08/24/2023

### Technical Discussion

### Attendees

* Sophia
* Chris Toothman
* Seth Green - Video Content / Moving pictures on a screen
* Mary Rose - Art Director for Creative Department/Art Design team
* Courtney Nagle - VP of Teacher Learning and Research - New to team
  * For this project, spearheading content/course development - pedagogy and content

### Goal

To better understand how we can make learners/teachers better and easier access to the academy. To increase usage by
      delivering faster and easier access. Better access should make these accounts sticker and lead to better retention
      and less churn. We will also want to discuss design items to make Northpass more like Big Ideas apps.

### Discussion

* Can Chris' team embed Northpass?
* Seth and Mary Rose will be working on designs and deliver us the figma files
* They will start using the catalog soon for Reuben and CS engagement
* There will be a PD landing page or other landing pages
* Sophia said there are a ton of different goals and many use-cases are using Northpass
* Sophia needs to be the organizer/ring leader to keep the academy organized.
* First time Sophia heard about a timeline/launch in October.
* Jason's main goal is to increase Northpass usage.
* This creative team of Seth and Mary is pretty new.
  * They were in the same office building that was contracted to do design work
  * That contractor was then acquired.

## 09/20/2023

### Customer Community Demo

* Chris is on Product
* Sophia works under Jason who is Go-to-Market.
* Seth works with Chris under product.
* Courtney works under professional services/education
* This Professional Development training from Courtney is "adjacent" but not necessarily directly related to Jason's project.
* What do you envision from a content perspective in Community?
  * Comms between users
  * Comms from course instructors - discussions, Q&A, fireside chats
  * Chris clarifications: Leader > All, All > All, Leader > Group, Group > Group, One > One (all/all)
* Is this Project/Cohort based Learning?
  * Open to being flexible. Instructors might enroll people.
  * Single Course learning
  * Also, asynchronous learning.
  * Districts might also want to enroll entire groups.
  * Ongoing education, not just stat and stop.
  * They might be subscription based groups.
* Do they need embedded?
  * Ideally, but a link to go somewhere else is okay for now.

## 09/22/2023

### Catching up Sophia

* Meet with Marta re: analytics.
* Send Sophia LP analytics before end of next week.
* Frustrated with unannounced changes in the platform.

## 10/06/2023

### Access & Design Project

DONE: Get Sophia a marketing number on usage increase between embedded and non-embedded academies.

## 10/19/2023

### Check in - No agenda

*Bob has been fired. Is this the sign of a directional change?*

* Renewal convo:
  * Chris Toothman - just promoted to VP!
  * Sophia Montiel
  * Jason Shilt
  * Suen and myself

* Procurement time for renewals:
  * In the past they took way too long
  * Numbers need to be in by December


## 11/16/2023

### Understanding Communities/Education

What is the most segmented vs integrated experience?

Big Ideas App > Click Northpass > How do they then navigate to community from there?

**They want to embed a single community/post/section into a single Activity!**

Chris and Courtney are at the "prove it" phase. They are interested but unsure how it will work. We need a prototype.

Other question from Sophia:

* Can we print from the quiz as both instructor and student.
  * If Learners put things in a course - like quiz submissions.
