Mass Tran 2025 stats: 1 in progress, 9 complete, 10 total.
Texas SET 2025 stats: 8 in progress, 23 complete, 31 total.
Noticeable enrollment in Dallas training class with 15 out of 50 people.
Future retail 101 scheduled for June 18, with registrations ongoing.
Discussion on scheduling and announcements for upcoming training sessions and quarterly notices.
▶️6 - Comments or action items from TX SET 5.0 training held 4-30
The training started off slowly and was initially challenging, but improved as it progressed.
Participants enjoyed the session and engaged with good questions.
A group exercise revealed a variance in experience levels among participants, but allowed for better collaboration.
There is a need for more focus on the transactional aspects within internal training, particularly for handling cancellations and notifications.
Participants need to be more self-reliant in understanding transactions to avoid unnecessary disruptions.
There was confusion around viewing transactions and the importance of understanding how to read swim lanes.
There was a suggestion to introduce swim lanes more effectively, possibly by walking through a simple move-in scenario.
Discussion about updating training materials to include swim lanes and address specific transactional scenarios more clearly.
Recognition that different levels of expertise among participants affect the complexity of exercise outcomes.
Action items include creating a new swim lane scenario and planning for a further meeting to finalize training materials for upcoming sessions.
Action Items
Introduce swim lanes more effectively by walking through a simple move-in scenario in training.
Update training materials to include swim lanes and ensure transactional scenarios are clear.
Schedule a follow-up meeting to finalize and approve changes to training materials.
Develop a new swim lane scenario for move-ins without current CRs to be added to training materials.
A follow up meeting is planned for May 15th, after the PUC meeting. Aimed at instructors reviewing changes, incorporating swim lane instructions and revisiting slides that need modifications.
Only 8 people completed the survey from the training session, out of approximately 50 attendees.
Low survey participation attributed to the timing at end of the session, a suggestion was to email the survey for better response.
Participation included representatives from PUC and ERCOT.
Survey feedback was largely positive with high marks for engagement and knowledge imparted.
Appreciation for knowledgeable and engaging speakers, extensive coverage of material, and well-prepared training materials.
Suggestions for improvement included different formats for presenting material to cater to varied learning styles, but no major changes recommended.
Training logistics like food and materials were well received; however, there was a surplus of candy, indicating possible overestimation of attendee numbers.
General consensus that the training was beneficial with good participant interaction, especially appreciated were real-life scenarios discussed.
Positive reception from attendees for the structured activities and group exercises as part of the training.
Plan to address survey feedback and suggestions in future sessions.
▶️8 - Review remaining 2025 Schedule for Meetings and Training
Next training scheduled for June 25 is at Vistra.
Confirmations that no additional preparations are needed for the training.
One member will bring the answer keys and handout materials.
One participant will bring the swim lanes book and the presentation book.
Preparation of an overview slide similar to previous ones was confirmed.
▶️9 - Assignments and activities for upcoming training
Assignments for training are the same except some minor changes towards the end.
Discussion on using appropriate markers, confirming the use of dry erase markers instead of permanent ones.
Decision to print new sets of materials, 20 sets in large size for upcoming training.
Feedback on group size: Groups of four were effective, allowing opportunities for interaction and participation.
The group size count worked well with 40 participants, leading to effective breakout group sessions.
Need to scan and send the participant roster to certain members.
10 - Status of changes for MarkeTrak online modules
Plan to cover in the next meeting.
11 - Training for managing Breakout sessions via WebEx
Discussion on how to get a specific item to Sheri Wiegand, potentially involving shipping, but with concerns about maintaining the item's condition.
Talk about big transaction cards that are used during presentations. Sheri uses them frequently but discusses the possibility of getting by without them.
Discussion about printing and shipping books, with suggestions to save shipping costs by personally picking them up.
Some logistical details mentioned regarding meeting dates and times, with an invite sent for a meeting on May 15th.
