MCTE Weekly Tracker

Week of March 30 – April 5, 2026 — Week 2: Proof of Concept Build
Manager, Customer Training & Enablement — PrePass
Weekly Progress 0%
0
Completed
0
Total Tasks
2 of 6
Week
4
Days Left

Key Stakeholders

SW
Stephanie Wilkinson
SVP, Chief Customer Officer — Exec Sponsor
MD
Michael Danielson
Org Development — Collaborator
BC
Bill Causse
Sr Dir Customer Care — Thought Leader
JB
Josh Brower
Thought Leader — Conduit to Bill
IL
Isaiah Love
Corporate Recruiter — MCTE Contact
KB
Kelsey Butler
HR / Internal Advocate
PM
Patty Mazerolle
VP of Human Resources — Meeting Apr 7
Monday, March 30 Day 1
Done ›
  • Show End of Call Documentation module to Bill — DONE MILESTONE
  • Doctor appointment — CopperView Riverton, 1:20 PM — clean bill of health SETUP
  • Week 2 planning session with Claude — priorities set, tracker updated — DONE STRATEGY
  • Set up Chrome work profile on Mac — direct access to D365, CRM, Five9, Cornerstone SETUP
Tuesday, March 31 Day 2
Done ›
  • Prep for Michael meeting — review Intro to PrePass cross-reference, finalize Track 1 gap doc — DONE (completed Mon) STAKEHOLDER
  • Flag Track 1 content gaps — finalize handoff doc for Wednesday's meeting — DONE (completed Mon) STAKEHOLDER
  • Map existing screenshots + capture missing CRM screenshots — moved to Wednesday CONTENT
  • End of Call Documentation module updated — DONE — renamed from AA mini module, updated with latest info, published to Reach360 CONTENT
  • LMS publishing + stakeholder review setup — DONE — Built Verification course in Rise, published Verification + End of Call Documentation + PrePass Essentials: Introduction to Reach360. Invited Michael to Reach360 (will assign all three for review upon approval). Published PrePass Essentials: Introduction to Cornerstone, assigned to Michael and self. MILESTONE
  • Bill Causse — inForm training request — Bill asked if we have training on inForm. Confirmed we have almost nothing (a couple videos on the website). Bill: "lets add it to the pipeline." Added to module pipeline. STAKEHOLDER
Wednesday, April 1 Day 3
Done ›
  • Michael Danielson meeting — 9:00–10:30 AM MT, Teams — scope expanded to 90 min / 8 modules, added Departmental Training (M8), CEO welcome = two-parter, all content modular for reuse, weekly meetings through April STAKEHOLDER
  • Post-meeting: sent updated framework doc + content tracker to Michael, captured action items, updated Michael Colab PROJECT STATUS CONTENT
  • Created Track 1 Weekly Tracker (hub-spoke HTML) + wired hub navigation between MCTE tracker and Track 1 tracker ADMIN
  • Set up Michael Colab project folder as single source of truth for Track 1 — migrated all Track 1 files from Articulate POC ADMIN
  • Full project folder maintenance — renamed Michael Colab (typo fix), moved leadership report to MCTE Goals/Reference, created Trash folder, removed orphan Content Needs docx, deleted duplicate .md files from Mini Modules, updated all Folder Guides + FILE PLACEMENT GUIDE ADMIN
  • Mapped 20/22 screenshots to Account Closure storyboard — created Rise AI prompt for course build CONTENT
  • Started prod session in Articulate POC — Account Closure Rise AI prompt ready for build (session prepped, build picks up Thu) CONTENT
  • Started prod session in Michael Colab — began Intro to PrePass Rise 360 build CONTENT
  • Built AI Context infrastructure in Second Brain (04 Resources/AI Context/) — 5 context files + README, LLM-agnostic ADMIN
Thursday, April 2 Day 4 — TODAY
Today ›
  • Build Verification module outline — DONE (outline + storyboard guide sections 0–5 completed Mon) CONTENT
  • Verification — Rise build completed Tuesday March 31 (pulled forward from Thursday) CONTENT
  • M1 Mission/Vision/Values storyboard draft complete — all available content entered, ready for CEO videos, stories & vision statement MILESTONE
  • Account Closure module — Sections 0–2 complete (Welcome & Objectives, Why Accounts Close, The Routing Decision) — left off at Section 3: Closing PrePass Account CONTENT
  • Set up scheduled task — weekly KB article check: reads Teams KB updates, validates changed articles in D365 via Chrome, updates second brain reference copies, logs to daily note SETUP
  • Updated all project trackers — MCTE Hub, Track 1 Weekly, MVV storyboard status, Account Closure storyboard status STRATEGY
  • Continue Intro to PrePass Rise 360 build (started Wed) CONTENT
  • CRM screenshot capture — truck deletion, sticker deactivation, bond indicator, consolidation (live session needed) CONTENT
  • Fix Account Security KB Section 15 — Brian Cooley reference (if edit access granted) CONTENT
Friday, April 3 Day 5
Upcoming ›
  • Account Closure — finalize Storyline step-by-step draft CONTENT
  • Verification — Rise build completed (done Tuesday March 31, ahead of schedule) CONTENT
  • Review existing inForm videos on PrePass website — pull whatever usable content/structure exists for future inForm training module CONTENT
  • Week 2 goal check: Account Closure Storyline draft in progress, Verification outline done + build started, gap list delivered to Michael MILESTONE
Saturday, April 4 Day 6
Upcoming ›
  • Pop!_OS install on ASUS ROG Zephyrus M15 — install guide ready SETUP
  • Weekly review — update tracker, prep for Week 3 STRATEGY
Sunday, April 5 Day 7 — Week Wrap
Upcoming ›
  • Rest / overflow — Patty meeting prep if needed (Apr 7) STRATEGY
Carried from Week 1 Now scheduled above
Resolved ›
  • Show End of Call Documentation module to Bill — DONE Monday March 30 MILESTONE
  • Build Verification module outline → DONE (completed Monday March 30, storyboard guide also built) CONTENT
  • Account Closure storyboard → scheduled Wednesday–Friday (Apr 1–3) CONTENT
  • Track 1 gap doc for Michael → DONE (completed Monday March 30) STAKEHOLDER
  • Account Security KB Section 15 fix → scheduled Thursday (if access) CONTENT
  • Pop!_OS install → Saturday April 4 SETUP

This Week's Milestones & Key Dates

Mar 30 (Mon) End of Call Documentation module presented to Bill — DONE
Mar 30 (Mon) Doctor appointment — CopperView Riverton — clean bill of health
Mar 30 (Mon) Week 2 planning session — priorities adjusted, tracker updated
Mar 30 (Mon) End of Call Documentation update from Bill: automated AA summary now in timeline — agents no longer need to copy to Description. Devs fixing display issues. Module still a valid success story for Michael.
Mar 30 (Mon) Track 1 gap doc + Michael meeting prep — DONE (pulled forward from Tuesday)
Mar 30 (Mon) Verification module outline + storyboard guide (sections 0–5) — DONE (pulled forward from Thursday)
Mar 31 (Tue) LMS publishing sprint — DONE: Verification + End of Call Documentation + PrePass Essentials: Introduction published to Reach360. Michael invited to Reach360 for review. PrePass Essentials: Introduction also published to Cornerstone (assigned to Michael + self).
Mar 31 (Tue) Bill Causse: inForm training requested — no existing training; added to module pipeline per Bill's direction
Mar 31 (Tue) Begin screenshot collection for Account Closure Storyline build
Apr 1 (Wed) Michael Danielson meeting — DONE: scope expanded to 90 min / 8 modules, added Departmental Training (M8), CEO welcome = two-parter, modular design for reuse, weekly meetings through April. Michael dedicating 30 min/day to sourcing gap content.
Apr 1 (Wed) Project folder maintenance — DONE: renamed Michael Colab, moved leadership report to MCTE Goals/Reference, created Trash folder, cleaned orphan files + .md duplicates, updated all guides. Track 1 Weekly Tracker created with hub-spoke nav.
Apr 1 (Wed) Account Closure storyboard mapped: 20/22 screenshots matched, Rise AI prompt created for course build
Apr 2 (Thu) M1 Mission/Vision/Values storyboard draft complete — all available content entered, awaiting CEO videos, stories & vision statement from Michael
Apr 2 (Thu) Account Closure module Sections 0–2 complete — Welcome & Objectives, Why Accounts Close, The Routing Decision. Resuming at Section 3 (Closing PrePass Account)
Apr 2 (Thu) Scheduled task created: weekly KB article check — auto-reads Teams KB updates, validates in D365 via Chrome, syncs to second brain reference copies (runs Mondays)
Apr 1–3 Storyline production sprint — Account Closure + Verification step-by-step builds
Apr 3 (Fri) Week 2 goal check — Account Closure Storyline draft in progress, Verification build started, gap list delivered
Apr 4 (Sat) Pop!_OS install on ASUS ROG Zephyrus M15 (personal project, if time)
Apr 7 (Next Mon) Patty Mazerolle "Catch Up" — 2:00–2:30 PM MT, Teams (Week 3)
MCTE Weekly Tracker — Week of March 30 – April 5, 2026 — Built with Claude — Last updated April 2, 2026 (Thursday — MVV draft complete, Account Closure Sec 0–2 done, KB scheduled task live)