QuickBooks Connected Services, Subscription & Care PLUS Blaze L&D Kick-off
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Transcript of QuickBooks Connected Services, Subscription & Care PLUS Blaze L&D Kick-off
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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
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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
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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
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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
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Driver
Approver
Contributors
Informed
Theresa DeLong - Approver
Scott Shapiro - Approver
Julie Zeller – L & D Developer
Steve Haney – Primary L & D Blaze Driver
Theresa DeLong – L & D Lead
Phat Quach – Primary Content Provider
Lana Khavinson – Primary Content Provider
Josh Zaroor – Support Plan
Aurore Wu – Pro/ Premier
Decision DACI
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Project Start Date: 20 July 2011
Length of Project :
47 days of development
3.25 hours of actual class curriculum
Project 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
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Connected Services Driver Due Date CompletedProject Team / DACI Identified J. Zeller 7/20/2011
Module objectives identified J. Zeller 7/20/2011
Module objectives approved S. Haney / Approvers 7/22/2011
Project kick-off held J. Zeller 7/22/2011
Set up weekly op mech J. Zeller 7/22/2011
Module storyboarded J. Zeller 7/27/2011
Storyboard reviewed S. Haney / Approvers 7/29/2011
Applied feedback to storyboard J. Zeller 8/2/2011
1st draft due J. Zeller 8/5/2011
1st draft reviewed (w/ assessments, job aids) S. Haney / Approvers 8/9/2011
Applied feedback to 1st draft J. Zeller 8/10/2011
Reviewed and finalized S. Haney 8/12/2011
Sales content to CP3 / CP3 content to Sales J. Zeller 8/12/2011
2nd draft due J. Zeller 8/17/2011
2nd draft reviewed (w/ assessments, job aids) S. Haney / Approvers 8/19/2011
Applied feedback to 2nd draft J. Zeller 8/23/2011
Dry run of content J. Zeller 8/24/2011
Content finalized and approved S. Haney / Approvers 8/25/2011
All ILN uploads complete / ILN testing J. Zeller 8/30/2011
TTT held w/ applicable individuals J. Zeller 9/2/2011
Agent training begins TBD 9/5/2011
Project Deliverables
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Questions/ Feedback!