100 lines
3.8 KiB
Markdown
100 lines
3.8 KiB
Markdown
# CSM Kick-off (No Patrycja)
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## Notes from Charles prior to Meeting
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**DataSnipper** - Intelligence Audit Platform
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**Current:** Live ILTs (12 Hours per Week)
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**Pains:** Scale, Timezones, Language, Pace, etc.
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**Goals:**
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- Provide Scalability w/o Adding Team Members
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- Reduce Manual Hours of Training
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- Eliminate Discovery of Progress
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- Better User Experience
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**Timeline:**
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- Phased Launch:
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- v1 - Basic Course (relatively quick)
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- The teams you will be working with are Implementation Services (Dirk - Main POC) and CS and then Marketing (webinars) and HR (for compliance training)
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- Implementation and CS will be main drivers - Marketing will be v2 most likely and there is only 1 team member from HR (very lightweight)
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- Webinars will be big component for them tho so just keep in mind
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## Attendees
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- Gabriele, Candide, Dirk, Sangeetha, Rachel
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## Teams
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- A ton of ILTs
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- Dirk, Candida, Sangeetha, Rachel - all on onboarding learners
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- Tech-touch approach
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- Gabriele is siloed, this is for new hires
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## Goals and Info
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- First users in early October
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- Data: at least understand how many people are going through the courses
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- Data should be available in Hubspot
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- They are also looking at CSPs.
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- Have refined the ILT approach, so they are good at it.
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- Began with 1:1 training which was too heavy for the team.
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- That approach won't go away, but how can they supplement with asynchronous learning?
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- Content of the larger session is pretty well defined
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- Larger session and then that session is split into two
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- Pace and speed of the sessions - there's a ton of content
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- Feedback: the middle bulk of info is missed because that is the most technical
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- Automation feature is hard to understand.
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- Everyone is currently getting the same training, but this is a good opportunity to split people up.
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## Where are they?
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- Where do I fit into implementation and on-going support?
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- What's best for Patrycja vs me? When should they go to both?
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- Advice on how content is structured
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- Creating interactive and content that can be scalable
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- How to sequence the training over time?
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- Communications - what's best? How to share new content? How to update their progress?
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- Gabriele: he wants to understand data sync - not just from Northpass out, but back in?
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DONE: 930 am on Mondays for the standing meeting.
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- Gab and Dirk talking this week about personas.
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- One last Q from Dirk: He wanted to confirm that they are no longer in a trial environment. They weren't!
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## 09/25/2023
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### Remaining Sync Items
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Communications deep dive - sender address, footers, options, etc.
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- Gabriele's topic
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- Communications into two "tracks", and within those tracks there are always two tracks
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- Standard onboarding > two macro tracks - high and low performing
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- Comms to announce that learners are registered > main POC on client side
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- Comms with learners about the registration
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- Everything will be triggered based on health --> What does that mean?
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- Broad health categories, if a client falls within a range.
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Overview from Dirk:
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- Content furiously being prepared over last week
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- Content outlines completed
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- Iorad and videos will be completed.
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- First course draft will be completed this week.
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- Internal testers + Norm
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Remaining Items:
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5. Presentations uploaded losing Font formatting, and the page-by-page setting does not seem to set for all users
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- Jost for regularly and Jost Medium for headings.
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- Presentation specifically, default to paginate, not scroll.
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- Change default functionality.
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* Making a file available in the same page as video activity rather than as separate activity
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- Hubspot link within "additional information"
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ILTs & Timezone
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- Local Timezone not showing
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FEAT: Can activities or sections be leveraged across multiple courses --> Feature Request
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In addition: activate or deactivate activities based on a property.
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