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Norm Rasmussen
2022-10-03 18:59:40 -04:00
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# Larson Texts
# Meetings:
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:
Auto email goes out with a description of how to get into the academy
No one clicks
110 clients have been invited and each client is a districts
Each district could be 2 people or 30 people
Are they enabling their distcits to forward the emails along?
## 8/25/22
# Custom 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
**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,
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.
**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 distcits 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 isnt' factored in
This has been successful now and is positioning for something better in the future
* They want to sell stuff in the future
* The idea is being planted, but its not happening yet
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
**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
**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
## Meeting on 9/8/22
* 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 >
-------------------
{expand: 9/8/22 }
* 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 >
{expand}
---------------------
## 9/22/22
* 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.
## Tasks
* [ ] /app/course, change text to: "Courses | Great Courses from the comfort of your home or classroom."
* [ ] Add personalized message to /app.
* [ ]
* [X] /app/course, change text to: "Courses | Great Courses from the comfort of your home or classroom."
* [X] Add personalized message to /app.
# Feature Requests
|**Request**|**Date** | **Product/PM** |
|---------|------|------------|
|Learning path organization | 9/8/22 | Marta |
|--|--|--|
|