Topic Outline

1. Introduction to Vision
   1. History
   2. Products
   3. Services
   4. Market
   5. Sales process
   6. Client relationships
2. HR and benefits orientation
   1. Employee Handbook
   2. HR Connection (Rose)
   3. Paychex (Rose)
3. Project timeline
4. Introduction to The Vision Process™
5. Departments and teams
   1. Who's responsible for what?
   2. Interdepartmental communication
6. Metrics and incentives
7. Introduction to visionCMS
8. Client communication
   1. SLA
9. Systems
   1. Outlook
      1. Email sorting rules
   2. Phones
      1. Mobile
   3. Laptop and dock
   4. Insight
   5. Wrike
   6. Expensify
   7. InVision
   8. Excel
   9. Visio
   10. SurveyMonkey
10. The Vision Process™
    1. Pre-Project Start
    2. UI/UX Consulting
    3. Graphic Design
    4. Content Preparation
    5. Programming & Content Migration
    6. Soft Launch
    7. Go Live & Maintenance
11. visionCMS advanced training
12. Shadowing checklist
    1. Kickoff Call
    2. UX Consultation
    3. Design Meeting
    4. Training
    5. (Content Migration call?)