* 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!