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Scope operational and logistics plan for Flight School Elite 2.0 live events

Complex Done ·ClickUp: in progress ·Open in ClickUp ↗ ·Updated 2026-09-08
What this task isSherrie needs a full operational and logistics plan for four new Flight School Elite 2.0 live events (virtual office hours, biweekly training, quarterly in-person pop-ups, and invite-only sessions with Chuck). This is a discovery and planning task spanning scheduling, hosting, recording, registration, and in-person logistics — requires human judgment and stakeholder input throughout.
The Request

Context Flight School Elite 2.0 launches with a new live coaching layer that adds several recurring events to the calendar. Sherrie needs to scope out what we need operationally and logistically to run each of these smoothly.

The Elite 2.0 one-pager outlines the full offering. The events that need scoping are below. NEW Events to Scope

  1. Open Office Hours (Twice a Week)

Schedule: Mondays 10-11am ET and Thursdays 12-1pm ET Format: Bring yesterday's appointment, get it worked through Scope: What's needed to host, remind, record, and follow up on these twice-weekly sessions

  1. Advanced Selling Topics (Biweekly)

Schedule: Every other Wednesday, 2pm ET Format: Financing conversations, communication styles, guided role play, closing roadmap deep dives Scope: Hosting logistics, topic scheduling, recording, attendee tracking

  1. Regional Pop-Up Events (Quarterly, In Person)

Schedule: Quarterly Format: In person, included in membership. Non-members pay to attend. Scope: Venue coordination, travel, materials, promotion, registration, day-of logistics, post-event follow-up

  1. Bourbon & Business with Chuck (Invite-Only)

Schedule: TBD / as scheduled Format: Invite-only sessions with Chuck Thokey. Loose agenda, real conversation. Active members get the invite. Scope: Invite list management, Zoom/venue setup, recording decisions, follow-up Already on Calendar (Confirm Support Plan)

  1. Weekly Group Leadership Coaching

Schedule: Wednesdays at 3pm ET Format: One hour for owners and sales managers

  1. Monthly Sales Accelerator

Schedule: 12:30-1:30pm ET each day for the week (monthly) Format: Live foundational group training with Top Rep coaches What to Deliver For each event, document: Hosting requirements: Platform (Zoom), links, room setup, capacity Recurring tasks: What needs to happen before, during, and after each session Recording: Will it be recorded? Fireflies? Where does the recording live? Reminders: Who gets reminded, when, through what channel Tracking: How do we know who attended Escalation: What happens if the host is late or a session needs to be rescheduled For in-person events (Regional Pop-Ups): Full logistics plan (venue, travel, materials, registration, promotion timeline) Zoom Account A new Zoom account has been created for admin@topreptraining.com. Password is in LastPass. Use this for hosting the new recurring sessions. Reference See the Elite 2.0 one-pager (PDF) for the full offering breakdown. Ask Jet if you need a copy.

Due 2026-09-04

Build Plan

Not planned yet.

Accomplishment Report

Not built yet.

Compiled by Dispa · Top Rep Training