2021 China PT a Go
Projects
2021 Training Schedule Published
Accelerator customer support centralized in Hubspot
Accelerator online courses restructured into client-centric offerings
Accelerator restructured into client-centric offerings
Accelerator sales metrics fixed with a quick and dirty solution (e.g. Pivot table)
All courses are subtitled
Blog Post on Holacracy Published
Bonus Lesson on Relational Agreements Built
Brief “Getting Started" orientation course created for PFE subscribers
Chris two-pager about v5 changes integrated into all courses as new lesson in intro section of each course
Circle.so Community notifications disabled for new SMA users
Circle Structuring Module for CT Considered
Coach Training content turned into elearning
CoP/Resources Beautifully Cataloged & Curated
Courses are translated and ready to be promoted
Create 3-5 Hygeans based on latest template for the SPPT
Creation of PFE readiness assessment / "pre-test" considered
CT Agenda Updated
CT Coaches Guide Published Create a guide for Coaches
CT Essential
CT schedule and method to identify interest defined
CT Serves as Solid Prep for Tactical Assessment
CT slides updated with four pathways rather than five.
Develop a version of Holacracy 101 for v.5 (focus on mostly Article 1)
Document on Relational Agreements published
Extra coach sourced for Amsterdam PT
Fishbowl role-play guidance updated to only three phases (instead of 4) to match how it is delivered
“Friends & family” pricing for Self-Paced PT defined
Governance fundamentals v5 course developed
Guidance for 6th SPPT session entered in the Coach Guidance doc
Holacracy 101 (4.1->5.0) general orientation video (Bonus Lesson) and is super-short, published
Holacracy 101 available for easy purchase and comprehension in China
Holacracy 101 refresh/refactor considered
Holacracy Habit course uploaded into MN and ready to launch!
Holacracy Maturity map updated for v5 and published
Holacracy Resources is a Polyglot
Initial circle structuring course offering created
Internal Accelerator communication role/process defined
Learning Product governance refactored to fit current activity
Learning Products names updated for more impact
Meeting cards clearly distinguishable from each other
New Affiliate Program created
New Affiliates Program launched
New Habit Program content (both versions) stored on GDrive
Next batch of SPPT cohorts scheduled
Online courses launched on the new SMA
PFE clients pricing model simplified
PFE client user administrative process vastly simplified
PFE/courses promo video created for Holacracy 101 add-on (1-3 min target)
Positive incentives in place to limit PFE account sharing
Practitioner "assessment" for v.5 created
Progress Report Auto-Generation Implemented
PT Redesigns Considered
Purpose workshop scheduled and published
Quality and production standards for Holacracy Courses defined
Real initial structuring sessions recorded for experimental online course
Relational Agreement course created
Role play coaching sessions offered with PFE
Secretary Video published for v.41 to v5.0
Self-Paced PT coaching session scheduling process set up
Self-Paced PT "framing videos" recorded in HD at the Coach Training
SMA automatic invoices investigated for purchases
SMA sales tracking spreadsheets accurately tracks total purchases (e.g. multiple seats)
Special Topic Webinar Pipeline Built
Support program for PFE engagement outlined
Thinkific Data sheet updated for pivot table to reflect actual payment received
TK's Purpose Discovery workshop launched
Video on what modularity really means considered, for being more clear with PFT customers