# CSM Kick-off (No Patrycja)

## Notes from Charles prior to Meeting

**DataSnipper** - Intelligence Audit Platform
**Current:** Live ILTs (12 Hours per Week)
**Pains:** Scale, Timezones, Language, Pace, etc.
**Goals:**

- Provide Scalability w/o Adding Team Members
- Reduce Manual Hours of Training
- Eliminate Discovery of Progress
- Better User Experience
  **Timeline:**
- Phased Launch:
- v1 - Basic Course (relatively quick)
- The teams you will be working with are Implementation Services (Dirk - Main POC) and CS and then Marketing (webinars) and HR (for compliance training)
- Implementation and CS will be main drivers - Marketing will be v2 most likely and there is only 1 team member from HR (very lightweight)
- Webinars will be big component for them tho so just keep in mind

## Attendees

- Gabriele, Candide, Dirk, Sangeetha, Rachel

## Teams

- A ton of ILTs
- Dirk, Candida, Sangeetha, Rachel - all on onboarding learners
- Tech-touch approach
- Gabriele is siloed, this is for new hires

## Goals and Info

- First users in early October
- Data: at least understand how many people are going through the courses
  - Data should be available in Hubspot
- They are also looking at CSPs.
- Have refined the ILT approach, so they are good at it.
- Began with 1:1 training which was too heavy for the team.
- That approach won't go away, but how can they supplement with asynchronous learning?
- Content of the larger session is pretty well defined
- Larger session and then that session is split into two
- Pace and speed of the sessions - there's a ton of content
- Feedback: the middle bulk of info is missed because that is the most technical
- Automation feature is hard to understand.
- Everyone is currently getting the same training, but this is a good opportunity to split people up.

## Where are they?

- Where do I fit into implementation and on-going support?
  - What's best for Patrycja vs me? When should they go to both?
- Advice on how content is structured
- Creating interactive and content that can be scalable
- How to sequence the training over time?
- Communications - what's best? How to share new content? How to update their progress?
- Gabriele: he wants to understand data sync - not just from Northpass out, but back in?
  DONE: 930 am on Mondays for the standing meeting.
- Gab and Dirk talking this week about personas.
- One last Q from Dirk: He wanted to confirm that they are no longer in a trial environment. They weren't!

## 09/25/2023

### Remaining Sync Items

Communications deep dive - sender address, footers, options, etc.

- Gabriele's topic
- Communications into two "tracks", and within those tracks there are always two tracks
- Standard onboarding > two macro tracks - high and low performing
- Comms to announce that learners are registered > main POC on client side
- Comms with learners about the registration
- Everything will be triggered based on health --> What does that mean?
- Broad health categories, if a client falls within a range.

Overview from Dirk:

- Content furiously being prepared over last week
- Content outlines completed
- Iorad and videos will be completed.
- First course draft will be completed this week.
- Internal testers + Norm

Remaining Items:
5. Presentations uploaded losing Font formatting, and the page-by-page setting does not seem to set for all users

- Jost for regularly and Jost Medium for headings.
- Presentation specifically, default to paginate, not scroll.
- Change default functionality.

* Making a file available in the same page as video activity rather than as separate activity

- Hubspot link within "additional information"

ILTs & Timezone

- Local Timezone not showing

FEAT: Can activities or sections be leveraged across multiple courses --> Feature Request
In addition: activate or deactivate activities based on a property.