PD Call
The PD Call Notes template should be utilized by these people.
Anyone leading a PD call. PDS team or Sales team member
If there is no PD call, the information in the PD Call Notes template still needs to be added to the PD request
This is the title of the email template you send when you need approval to proceed with event logistics and no PO is on file.
No PO/Approval Needed
The name of the virtual session offered for grades 3-8.
Using Whiteboard Exchanges to Close Learning Gaps
PDPA is the acronym of what job title.
Professional Development Program Assistant/Associate
These two people are the Eureka Math Coaching mentors
After the PD call is over, you upload this to your PD request or to the sale opportunity in Salesforce.
PD Call Notes.
This is the step you take after receiving a non-GM contract from a school district when they cannot sign a GM contract/SoW
Forward the document to Courtney/Dawn, Cc Amanda, for signature
The facilitator conducts what 2-3 days prior to the virtual PD session.
Tech Test
Account Representative and/or Account Solutions Manager
These are the first two steps after receiving a request (via email or call) for on-site coaching.
Add a placeholder row to Smartsheets
Email designated PDIS using the email template
Fourth Grade
A document that combines a contract and quote which can include curriculum materials and PD services spanning over a period of time, typically one year.
Sales agreement
The meeting information is shared with the host via ____?
Event brief
The following people share this acronym and title:
Kevin Barrett, Jessica Trahan, Tiffany Alewel, Amy Allen, Colleen Burns
RSD, Regional Sales Director
This needs to be completed before giving the facilitator the green light to proceed with event logistics.
The PD Sales process
On the initial PD call, PDS should *NOT* discuss these items with a customer until receiving IS approval?
non-standard offerings
P&C Diverse Learners, Foundational Math (not custom but limited availability), Pre-K not standard (except virtual Number Core), New version of PK Launch, module studies
The people you contact when you do NOT have the PO or a signed SoW/Contract 4 weeks prior to the PD event and you are not confident you will receive it 2 weeks prior to the PD event.
Sales representative, Regional sales director, supervisor, Amanda Heintz, and Julie Houston.
In this session, participants learn how to quickly analyze the formative data captured through these assessments, make immediate customizations to subsequent lessons, and practice scaffolding instruction to meet students’ needs.
Using Exit Tickets to Inform Instruction
RSSM is the acronym of what job title.
Regional Strategic Solution Manager (RSSM)
The PDS rep should contact these people if you receive a Wit and Wisdom on-site coaching request
Assigned Implementation Leads and WW Implementation Regional Directors
In this instance, we would charge $5,000 for a PhD Science session.
When a session has over 30 participants
If you receive a request for PD with a date that is less than 4 weeks in advance, alert _______ and proceed to post in the ________. Add the event to _________ to see if you are able to proceed. If you do not receive the PO and contract within __ hours of the incoming request, loop in RSD, sales representative, Amanda, and potentially Julie
If you receive a request for PD with a date that is less than 4 weeks in advance, alert *Your supervisor* and proceed to post in the *Staffing channel*. Add the event to *Smartsheet* to see if you are able to proceed. If you do not receive the PO and contract within *48* hours of the incoming request, loop in RSD, sales representative, Amanda, and potentially Julie
A maximum number of _____ participants would ideally be set up in a _____ configuration for ____ minutes virtual session with ______ minutes of content time.
A maximum of *20* participants would ideally be set up in a *one to one* configuration for a *1 hour, 45* minutes virtual session with *90* minutes of content time.
ILs support which tiers of accounts, whilst ISs support a region
Teir 1 & 2 accounts
The email subject like to PDIS team members for any email involving coaching should have this format
District (School Name) – DATES- Email topic