Delight QuickBooks Connected Services, Subscription & Care PLUS Blaze L&D Kick-off July 27, 2011.
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Transcript of Delight QuickBooks Connected Services, Subscription & Care PLUS Blaze L&D Kick-off July 27, 2011.
delight
QuickBooks Connected Services, Subscription & Care PLUS Blaze L&D Kick-offJuly 27, 2011
Intuit Confidential2
• Project Overview – Scope
• Learning Objectives
• Learning Tracks
• DACI
• Details
• Project Deliverables/Next Steps
• Questions/Concerns
Agenda
Intuit Confidential3
Training Goal: Provide agents the knowledge, skills, and confidence needed to sell the 2012 QuickBooks release.
Who: ALL DSS, Customer Plus
What: (Is the value of this training)
–What’s In It For You?–Customers– Life Stage (who is a fit)
–Value Props– Values to the customer
–Product Knowledge– What are the new/updated products?– What are the features and benefits?– Differentiate between offerings– Competitive Advantages– Why switch/or start?
–How to position and sell
How: 60% of this training will be WBT ~ 2 Hours30% of this training will be ILT ~ 1 Hour10% of this training is designated testing time ~ 15 minutes
Scope
Intuit Confidential4
Learning Objectives:
The learner will be able to:-Define Connected Services
- Describe QB Attached Documents service- Specifically: Pricing, packaging, target audience
- Describe QB Live Support service- Specifically: Pricing, packaging, target audience
- Describe Intuit’s Data Protect service- Specifically: Pricing, packaging, target audience
- Describe Timing & billing service- Describe Commissions Sales
-Define QB Connect service-Define QB Mobile & Mobile Plus service-Define the difference between 2011 vs. 2012 of the offerings
Learning Objectives
Intuit Confidential5
Learning Tracks
•WBT• Divided by offering
• Attached documents• Intuit Data Protect• 24/7 Support• Time & Billing• Commission Sales
•ILT• Content • Activities• Behavioral Assessment
•Job Aids • Pricing• Features Benefits• Comparisons
• Pro vs. Premier• 2011 vs. 2012
•Certification• Knowledge Assessment• Behavioral Assessment
Learning Tracks
Intuit Confidential6
Driver
Approver
Contributors
Informed
Theresa DeLong - ApproverScott Shapiro - Approver
Julie Zeller – L & D Developer
Steve Haney – Primary L & D Blaze DriverTheresa DeLong – L & D Lead
Phat Quach – Primary Content ProviderLana Khavinson – Primary Content ProviderJosh Zaroor – Support PlanAurore Wu – Pro/ Premier
Decision DACI
Intuit Confidential7
Project Start Date: 20 July 2011
Length of Project :
47 days of development
3.25 hours of actual class curriculumProject is complete when:
1. Training has been completed2. Sales agents have completed knowledge assessment3. Coaches have completed administering application assessment4. Reinforcement activities have been completed
Project Risks
1. Possible revisions in the content last minute2. Lack of SME availability (bandwidth)
Final Deliverable:
24 August 2011
Project DetailsProject Details
Intuit Confidential8
Connected Services Driver Due Date CompletedProject Team / DACI Identified J. Zeller 7/20/2011Module objectives identified J. Zeller 7/20/2011Module objectives approved S. Haney / Approvers 7/22/2011Project kick-off held J. Zeller 7/22/2011Set up weekly op mech J. Zeller 7/22/2011Module storyboarded J. Zeller 7/27/2011Storyboard reviewed S. Haney / Approvers 7/29/2011Applied feedback to storyboard J. Zeller 8/2/20111st draft due J. Zeller 8/5/20111st draft reviewed (w/ assessments, job aids) S. Haney / Approvers 8/9/2011Applied feedback to 1st draft J. Zeller 8/10/2011Reviewed and finalized S. Haney 8/12/2011Sales content to CP3 / CP3 content to Sales J. Zeller 8/12/20112nd draft due J. Zeller 8/17/20112nd draft reviewed (w/ assessments, job aids) S. Haney / Approvers 8/19/2011Applied feedback to 2nd draft J. Zeller 8/23/2011Dry run of content J. Zeller 8/24/2011Content finalized and approved S. Haney / Approvers 8/25/2011All ILN uploads complete / ILN testing J. Zeller 8/30/2011TTT held w/ applicable individuals J. Zeller 9/2/2011Agent training begins TBD 9/5/2011
Project Deliverables
Intuit Confidential9
Questions/ Feedback!