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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

Intuit Confidential3

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

Intuit Confidential4

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

Intuit Confidential6

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

Intuit Confidential7

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

Intuit Confidential8

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

Intuit Confidential9

Questions/ Feedback!