100 lines
4.2 KiB
Markdown
100 lines
4.2 KiB
Markdown
## 8/25/22
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**3 Points for our Meeting:**
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* Analytics
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* First back to school season, in October post-mortem report on how year one went
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* Wants to discuss data points that would lead to ROI and KPI
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* Survey or NPS scores
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* Email other important metrics for analysis
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* These numbers are very low compared to the number of people invited
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* The number of groups is the number of total invited groups/clients
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* People can opt out,
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**Flow:**
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1. Auto email goes out with a description of how to get into the academy
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2. No one clicks
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3. 110 clients have been invited and each client is a districts
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4. Each district could be 2 people or 30 people
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5. Are they enabling their distcits to forward the emails along?
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### Custom Reports
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**Requested Data in Reports:**
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* Group Name + Created + Members
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* List of People not Necessary
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* Back to School Season needs it Weekly
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* Last week of July to Last week of September
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* Friday Morning Delivery
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* No Group ID
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> Overall goal is spending less time in live trainings with small districts (<$50,000)
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> This time last year, 35% of trainings were spent with small accounts
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> This year, 26%! A 10% change.
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115 actually did training, ~350 hours
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This is just training time, hours for travel and planning isnt' factored in
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This has been successful now and is positioning for something better in the future
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Idea has been floated to sell stuff in the future. No timeline or roadmap for this.
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Low enrollments because District Contact invites teachers to the platform
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Larson isn't in control of the communications
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Might be more comfortable a year from now helping with that
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It is a sticking point to be in control of teacher's emails and contacts
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**Other ideas:**
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* SSO for their district
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* BigIdeasMath.com is where learner's sign in right now
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* Can we consolidate a single authentication method?
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* Integrations with:
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** Salesforce, Hubspot, Pendo, No BI Tool
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**Next 6-8 Months:**
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* Back to school "ends" mid-September
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* Oct-December - Focus on Sales
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* Jan - Mar - Continued Sales
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* Launching new product segment, Elementary
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* Launched & Begin Sales Fall 2022
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* Implemented 2023
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* Trained by April 2023
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* Development of Resources in February 2022
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* April is "next year" of Northpass
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* Integrations, Design, and any other changes should be completed by April of 2023
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* Wait until November for New Conversations
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## 9/8/22
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* They need to train sales people on the new product
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* And all other employees later in the future, mostly customer-facing employees
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* Combo of live meetings & LMS
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* They also need to train their partner, Geographic Learning
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* Throwing around the idea of using Northpass for this
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* GL needs accountability - share recording, small quiz, check they are done
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* Can we use sales training and track actual sales?
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* Add ammo for Sophia's case
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* Workflow: attend the live session > Test knowledge >
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* [X] /app/course, change text to: "Courses | Great Courses from the comfort of your home or classroom."
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* [X] Add personalized message to /app.
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## 9/22/22
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* Takes a course > single question:
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* Did you attend live training on {date}?
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* If yes --> Free form course, review material, No quiz (resource)
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* If no --> Milestones, videos, and quiz
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* There are weekly trainings, that are live
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* If they don't attend that, they need to do asynchronous training
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* She wants to do scheduled release of sections, but a course per update might make more sense.
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## 10/20/2022
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*New Product Launch*
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* Big sales training on this product happened
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* They have recordings and bi-weekly follow up documents of all this new product knowledge
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* She was hoping to put it into Northpass, but her VP said there is "information overload" and they need to simplify everything.
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* Initiative fatigue in the company
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* 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.
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* So putting it in Sharepoint makes it "a resource" for employees to access on-demand.
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* One of the challenges that Sophia is facing is the registration process for customers.
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* Two things she wants to focus on next:
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* Short term: Registration process is really messy. Authentication isn't clean for learner
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* Long term:
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