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I was just sent this playbook…now what?

  1. Get to know the sections of this playbook and review the materials provided to you.

  2. Discuss 2025 goals with your manager to understand installer hiring plans, installer level requirements, and overall business needs for the install team.

  3. Familiarize yourself with the install curriculum and understand the proficiencies of your install team. This will help to identify training gaps and needs.

  4. Understand the Microsoft Excel Basics before diving into editing the curriculum or scorecards.

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