Program outline
Journey-based outline plus 15→15 crosswalk against the NotebookLM draft.
HiON Franchisee Training — Restructured Outline
Phase 1 deliverable · v0.1 · 2026-05-19 Source structure: the 15-module sequence in the NotebookLM draft, organized by Operations Manual table of contents. Replacement structure: 15 modules in 5 journey phases, organized by the operator’s actual sequence of decisions and execution.
Why a journey structure replaces the TOC structure
The NotebookLM draft mirrors the Operations Manual section-for-section. That works as a reference architecture — it does not work as a training sequence. Operators do not encounter the business in the order the manual is written. They sign an FDD, they prospect for a Site Host, they execute a lease, they build, they commission, they open, they operate for years, they hit a lifecycle event.
The training program has to teach in that order. Otherwise modules deliver content the operator cannot yet act on, or — worse — withhold content the operator needs in week one until module 14.
The restructure preserves every Ops Manual topic in the boss’s draft. None of his content is dropped. The crosswalk in Section 6 is the receipt.
The five phases
Phase A · Foundations
Pre-acquisition. The operating context the franchisee inherits the day they sign. Three modules: the system architecture and role split, the governance and support machinery, and the customer promise the operator is contractually accountable for delivering. After Phase A, the operator can read the Manual correctly, route any issue into the right severity tier, and articulate to a Site Host or counsel exactly what HiON, the franchisee, and the Site Host are each on the hook for.
Phase B · Site Acquisition & Contracting
180-day window post-signature, per FDD. Two modules: pipeline and feasibility, then lease execution. After Phase B, the operator can build a Site Host pipeline, run a Site Walk and an On-Site Audit, assemble a Site Authorization Submittal, and execute a lease that incorporates the Lease Addendum + Collateral Assignment without conceding terms on HiON’s behalf.
Phase C · Build, Commission, Launch
Roughly 9–18 months from authorization to ribbon-cutting, depending on utility timelines. Three modules: design and permitting, construction and commissioning, then launch and local marketing. After Phase C, the operator has shepherded a HiON EV Facility from sealed drawings through utility energization, passed commissioning, executed the 5-day ribbon-cutting window, and stood up the Start-Up Advertising program.
Phase D · Operate
Day 1 onward — 10+ year operating horizon. Six modules covering the disciplines that fire every day, every week, every month while the site is live: staffing, site-area maintenance and fault escalation, customer experience and driver support, vendors and technology boundaries, finance and the Sinking Fund, and compliance/safety/insurance/risk. After Phase D, the DBM can run the site against every required cadence and the owner can operate the books, the Sinking Fund, and the audit posture without surprises.
Phase E · Lifecycle
Episodic. Triggered by HiON-announced refresh programs, organic expansion demand, transfer events, lease renewals, or closure. One module: lifecycle events. After Phase E, the operator can navigate a tech refresh, an expansion submittal, a transfer to a successor, a renewal, or a decommissioning — without unilateral action and without surrendering value at the transfer table.
The 15 modules in new sequence
Phase A · Foundations
M01 · The HiON System and the Role Split The operator-facing description of what they bought: a HiON EV Franchise, the equipment manufactured by Tesla and integrated into the Tesla Supercharger network, the driver experience entirely through the Tesla app, and the strict three-party role split between HiON, the franchisee, and the Site Host. Covers the funding model (franchisee funds capex and opex; Site Host pays nothing; HiON licenses the system and supplies and maintains equipment under the MSA), the support cast (FBC, NOC, Driver Experience Liaison, specialized teams), and the authorized channels (Partner Portal, NOC Hotline) that start the response clock. Outcome: Operator can articulate the role split to counsel, a Site Host, a lender, or an investor without error, and routes the first inbound issue of any type into the right channel. Duration: ~75 minutes classroom + 30 minutes pre-work.
M02 · Governance, the Manual, Support, and Escalation The operating OS. Covers Manual labels (MANDATORY, APPROVAL REQUIRED, RECOMMENDED, LOCAL-LAW DEPENDENT, TEMPLATE), the order-of-priority hierarchy for resolving conflicts, the exception request workflow (5-day acknowledgment, 20-day decision, no implementation before written approval except where law compels), confidentiality and access-tier control, version-control discipline, the SEV 1–5 severity model with response times, the audit posture (remote, scheduled, unannounced, incident-triggered, transfer/renewal), and the corrective-action / escalation ladder (Standard Support → FBC → Functional Director → Senior Management → Formal Dispute). Outcome: Operator opens correctly-classified tickets, requests exceptions with complete submissions, manages audit readiness, and uses the escalation ladder without short-circuiting it. Duration: ~2 hours classroom + 45 minutes pre-work.
M03 · The Brand Promise and Brand Execution The HiON customer promise (Fast, Reliable, Simple, Safe, On-brand), the conditions that break it, the Marks and the Brand Asset Library, the strict usage rules, the Tesla mark constraints, brand voice in customer-facing communications, co-branding hierarchy with Site Hosts, on-site brand execution (signage, charger wraps, stanchions, pavement markings), and the 15-day remediation window for damaged or faded brand elements. Outcome: Operator can inspect a site through a driver’s lens, identify a brand-promise-breaking condition, and remediate it inside the required window. Duration: ~90 minutes classroom + 30 minutes pre-work (Brand Asset Library walkthrough).
Phase B · Site Acquisition & Contracting
M04 · Site Acquisition and Feasibility Territory and Search Area definition, the 5-business-day pipeline-tracker requirement, the seven pipeline stages (Identified → Outreach → Discovery → Site Walk → Evaluation → Negotiation → Authorized), the Ideal Host Profile, minimum site requirements (4+ usable stalls, 24/7 access, practical utility path, visibility, legal authorization), outreach rules (approved pitch materials, franchisee disclosure, no financial performance representations to the host), the Site Walk discipline, the evaluation workflow (Desktop Pre-Check → On-Site Audit → Electrical and Utility Assessment), the Site Authorization Submittal package, and the 180-day Site Authorization deadline + 60-day post-authorization lease execution deadline. Outcome: Operator builds a pipeline, qualifies Site Hosts against the Ideal Host Profile, runs a Site Walk and On-Site Audit, assembles a complete Site Authorization Submittal, and meets both deadlines. Duration: ~3 hours classroom + 1 hour pre-work + 1 OJT half-day at a HiON EV Facility for Site Walk practice.
M05 · Lease, Site Host Relationship, and the Lease Addendum Site Host responsibilities and the division of obligations, prohibited commitments (no uptime guarantees, no revenue guarantees, no exclusivity, no discounted/free charging arrangements, no assumption of HiON MSA obligations), lease and contracting standards, commercial structures (fixed rent, revenue share, hybrid, easement/license), the Lease Addendum + Collateral Assignment of Lease (Attachment D), the SBA Addendum where applicable, side-letter prohibition, the lease approval workflow (10-business-day HiON response on term sheet, final lease authorization, 5-business-day upload of executed lease), handling Site Host objections (escalate to FBC; do not concede on HiON’s behalf), and ongoing Site Host relationship management. Outcome: Operator executes a compliant lease, manages the Site Host relationship without overpromising or assuming HiON liabilities, and disqualifies sites whose hosts will not accept the Lease Addendum. Duration: ~2.5 hours classroom + 1 hour pre-work.
Phase C · Build, Commission, Launch
M06 · Design, Permitting, and Utility Coordination The HiON Site Design Manual and the design package (civil, electrical, structural, signage and wayfinding, lighting, accessibility), professional seals, the variance approval requirement, the franchisee’s role as general contractor of record, permit scope (building, electrical, grading, signage, right-of-way, conditional-use), permit expediters where friction is known, the 15-business-day utility-service-order deadline post-Site Authorization, utility cost and account discipline (franchisee entity only — not the personal name, not the Site Host’s), and common utility delays (transformer backlogs of 9–18 months, joint-trench coordination, easement acquisition). Outcome: Operator submits a compliant design package, pulls every required permit, opens the utility service order on time, and plans realistic schedules around utility delays. Duration: ~2 hours classroom + 1 hour pre-work.
M07 · Construction Management and Commissioning Contractor qualifications, HiON Engineering pre-mobilization approval of the electrical contractor, safety baseline (OSHA, PPE, lock-out/tag-out, 1-business-day OSHA-recordable reporting), the milestone inspection log (pre-construction, trenching and rough-in, cabinet pad, equipment setting, electrical final, utility energization), change-order discipline, the Commissioning Readiness Request, the pre-commissioning readiness checklist (AHJ electrical final, utility energized, cabinets and posts to spec, striping and signage installed, debris removed, insurance in force), the False Call-Out penalty under the MSA, what HiON verifies on-site at commissioning (equipment, network integration, charging-session acceptance, brand execution, ADA), and the operator’s prohibition against opening to the public before written commissioning approval. Outcome: Operator delivers a site that passes commissioning without a False Call-Out, manages contractors against the milestone log, and gates all change orders through HiON approval. Duration: ~2.5 hours classroom + 1 hour pre-work.
M08 · Launch and Local Marketing The 5-calendar-day ribbon-cutting window post-commissioning, the launch toolkit on the Partner Portal, the Start-Up Advertising spend obligation, the launch-week checklist (commissioning approval on file, Go-Live Notification submitted, Tesla-app metadata verified, site-area maintenance at passing standard, Site Host briefed), the marketing role split (HiON owns national brand and Tesla-app metadata; franchisee owns local awareness), prohibited marketing practices (comparative or disparaging messaging, unapproved promo codes, third-party charger-finder links, listings with operator-facing phone or email for driver support), Site Host co-marketing with HiON brand primary, the creative review queue (10-business-day response), digital listings (Google Business Profile and major directories at 24/7/365), social media playbook, media-inquiry escalation (1 business day), and the A&M Fee + Local Spend obligation (Start-Up Advertising does not offset ongoing Local Spend). Outcome: Operator executes the launch playbook inside the 5-day window, runs ongoing local marketing through approved channels, and routes media and creative through the right queues. Duration: ~2 hours classroom + 45 minutes pre-work.
Phase D · Operate
M09 · Staffing, the DBM Role, Personnel, and Contractor Conduct DBM requirements and approval, the DBM’s full-time-and-best-efforts obligation, training-completion requirements, confidentiality and non-solicitation agreements where the DBM is non-equity, the 5-business-day interim DBM appointment and 30-day permanent successor nomination if vacancy occurs, staffing standards and roles (Site Operations Lead, Marketing/Local Growth Lead, Finance/Reporting Lead), the staffing roster artifact, employment-law compliance (classification, wage and hour, workers’ comp, payroll tax), background check recommendations, the Franchisee Training Program completion requirement for all attendees, continuing training and role-specific new-hire training, training-log discipline, contractor qualification and on-site conduct, personnel appearance and conduct standards, and the work-for-hire clause covering creative output incorporating the Marks. Outcome: Operator builds and maintains a compliant staffing roster, designates and replaces a DBM correctly, runs role-specific training inside the franchise, and supervises contractors to HiON standard. Duration: ~90 minutes classroom + 30 minutes pre-work.
M10 · Site-Area Maintenance, Monitoring, and Fault Escalation The strict division of maintenance (HiON owns equipment; franchisee owns everything outside the cabinet and posts), the absolute prohibition on opening cabinets or resetting equipment, site-area maintenance standards (snow and ice with the 2-hour clearing trigger and corrosion-safe chemicals, trash and spills, bollards with 24-hour assessment and 5-business-day remediation, pavement and striping, lighting with 5-business-day repair), daily and weekly monitoring (Partner Portal dashboard daily; Tesla app weekly), fault escalation discipline (no diagnostic steps beyond visual observation; correct severity classification), out-of-service designation discipline (only when HiON directs), site-access discipline for service teams (False Call-Out liability), Uptime Guarantee mechanics and Excuse Events documentation in real time, and seasonal readiness (autumn, spring, summer, severe weather). Outcome: DBM runs the site at the required cadence, escalates faults correctly, documents Excuse Events to protect the Uptime Guarantee, and prepares the facility seasonally. Duration: ~2 hours classroom + 45 minutes pre-work + 1 OJT half-day at a HiON EV Facility for inspection walkthrough.
M11 · Customer Experience, Payments, and Driver Support The six driver-journey moments (Find, Approach, Arrive, Connect, Charge, Finish), driver-lens inspection cadence, weekly Tesla-app verification, Site Host operations coordination (no delivery-truck or special-event blocks), the payments architecture (Tesla app only; no card readers, no kiosks, no cash, no Venmo/CashApp, no driver payment-card data collection ever), pricing discipline (no independent pricing, no surcharges, no unapproved discounts), the escalate-never-resolve principle and the approved response patterns for the three most common driver issues (broken charger → SEV 2; overcharge claim → SEV 3 + Tesla app support flow; pricing question → Tesla app reference), customer-interaction logging discipline, parking and congestion enforcement (ICE-ing signage, idle vehicle limits enforced by Tesla network — never by manual disconnect or physical confrontation), accessible-stall protection, and the monthly site-performance commentary feedback loop with the FBC. Outcome: DBM and operations staff route every driver interaction correctly, never resolve a payment dispute on-site, and never disconnect a cable to enforce session limits. Duration: ~2 hours classroom + 45 minutes pre-work.
M12 · Vendors, Technology, and Network Boundaries Vendor categories (Mandated, Designated, Preferred, Independent) and the constraints on each, vendor qualification baseline (licensing, insurance with current certificate on file, written contracts with confidentiality + indemnification + lien-waiver provisions, documented safety program), HiON-awareness briefings for vendors with written acknowledgment, the vendor register, annual performance reviews and immediate removal of failing vendors, the HiON technology stack (Partner Portal as authoritative system of record, NOC hotline, reporting and analytics, training platform, marketing-review queue, Tesla Supercharger interface), the single-system-of-record discipline (no parallel ticketing, no parallel vendor register), the third-party integration prohibition, and the interoperability boundaries (no enrollment in other charging networks, no OCPP/OCPI integration, no third-party roaming, no Level 2 / battery storage / solar / V2G without written approval, and the grant-funding restriction — never accept a grant requiring operation on a non-Tesla network). Outcome: Operator builds a compliant vendor register, runs every operational function inside the HiON technology stack, and rejects any third-party integration, network enrollment, or incompatible grant program. Duration: ~90 minutes classroom + 30 minutes pre-work.
M13 · Finance, the Sinking Fund, and Reporting Books and records standards (GAAP, HiON chart of accounts, dedicated bank accounts, no commingling), payment authorization for automatic ACH debits, finance rhythms (month-end close by the 10th, monthly bank reconciliations, 7-year source-document retention), the recurring fee structure (Royalty, A&M, Technology, MSA charges, Sinking Fund), the no-offset rule (disputes go through the escalation ladder, never through withholding), the financial-capacity-issue heads-up obligation to the FBC, the Sinking Fund discipline (dedicated account at federally insured depository, monthly funding by the 5th, running-balance target, permitted uses, written approval for withdrawals, quarterly statements by the 15th day post-quarter), Gross Sales reporting cadence and reconciliation (10 business days against Partner Portal data; understatement is a material breach and triggers an Audit Fee), the monthly financial summary by the 15th of the following month, annual GAAP-prepared financial statements, performance metrics review against published thresholds with documented corrective action when triggered, and the financial-audit posture. Outcome: Owner and DBM run a clean set of books, fund the Sinking Fund on cadence without unauthorized use, file every required report on time, and survive a financial audit without prior corrective action. Duration: ~2.5 hours classroom + 1 hour pre-work.
M14 · Compliance, Safety, Insurance, and Risk The regulatory framework and the franchisee’s standalone obligation to comply with federal, state, and local law, the Compliance Register, the 1-business-day notification rule for compliance events that threaten operating ability, the baseline safety program (written safety plan, emergency contacts, lock-out/tag-out, fire extinguishers, accessible Emergency Electrical Disconnect), incident response procedure (immediate safety → SEV 1 escalation within 30 minutes → scene preservation → Incident Report within 24 hours → insurance broker notification, no admission of fault), ADA compliance (2010 Standards or successor, obstruction-free routes 24/7, post-snow and post-paving re-measurement), required insurance coverages with HiON as additional insured on a primary-non-contributory basis with waiver of subrogation, certificate-of-insurance discipline on the Partner Portal, data privacy posture (no driver payment data ever, MFA on Partner Portal, social-engineering resistance), environmental compliance (stormwater, equipment-safe de-icing chemicals only, spill response), and regulator/law-enforcement interaction discipline (cooperate, do not volunteer, do not sign acknowledgments implicating HiON, notify within 1 business day). Outcome: Operator maintains a current Compliance Register, runs the safety program against the baseline, responds to incidents through the prescribed sequence, keeps insurance current, and handles regulators without exposure to HiON. Duration: ~2.5 hours classroom + 1 hour pre-work.
Phase E · Lifecycle
M15 · Lifecycle Events — Refresh, Expansion, Transfer, Renewal, Closure Technology refresh and mid-life capital (mandatory participation on HiON’s announced timeline, coordination through the Partner Portal, Sinking Fund withdrawal discipline with written approval), expansion (Expansion Feasibility Submittal with prior written approval, standard layouts only, no physical construction before written authorization), transfer and change of control (Notice of Intent through Partner Portal, transfer audit, default cure, Transfer Fee, transferee execution of the then-current Franchise Agreement and completion of Franchisee Training, Right of First Refusal, marketing-the-sale restrictions), renewal and successor term (written notice inside the FA window, full cure of outstanding defaults, Renewal Fee, then-current agreement, facility-upgrade requirements funded from the Sinking Fund), closure / decommissioning / relocation (Closure Plan requirement, decommissioning performed only by HiON or authorized providers, full de-identification at the operator’s cost, non-compete observance, relocation through a Relocation Submittal and fee), and records retention (7-year for executed agreements, financials, Sinking Fund statements, tax records, permits, expired insurance certificates, closed CAPs, incident reports; 3-year for customer-interaction logs, site-inspection logs, marketing creative, training records; litigation and audit holds override destruction). Outcome: Operator navigates any lifecycle event — planned or triggered — through the required submittal, approval, and documentation sequence without unilateral action. Duration: ~90 minutes classroom + 30 minutes pre-work.
Program duration math — and the FDD conflict
| Phase | Modules | Classroom hours | Pre-work hours | OJT |
|---|---|---|---|---|
| A · Foundations | M01–M03 | 4.25 | 1.75 | — |
| B · Site Acquisition & Contracting | M04–M05 | 5.5 | 2 | 0.5 day |
| C · Build, Commission, Launch | M06–M08 | 6.5 | 2.75 | — |
| D · Operate | M09–M14 | 11.0 | 4 | 0.5 day |
| E · Lifecycle | M15 | 1.5 | 0.5 | — |
| Total | 15 | ~28.75 | ~11 | 1 day |
The conflict: The current FDD Item 11 (per the NotebookLM draft) commits HiON to “up to one and a half business days featuring a minimum of 12 hours of classroom training.” The rebuilt curriculum, at full operator-grade depth, runs ~29 classroom hours plus ~11 hours of pre-work plus an OJT day. That is a 4-day program, not a 1.5-day program.
Three options to resolve:
- Compress. Cut depth to fit 12 classroom hours. Pedagogically wrong for an operator-grade audience. Pattern-matches HiON to the “we trained you in a day, you’re on your own” franchise category the Voice Playbook explicitly warns against.
- Restructure the FDD commitment. Amend Item 11 to reflect realistic training duration. Adds amendment overhead but produces operators who actually pass competency assessments.
- Split classroom + structured pre-work + structured OJT under the existing 12-hour classroom envelope. Pre-work hours and OJT hours fall outside “classroom training” as defined in Item 11. The 12-hour classroom commitment can be met by tighter live sessions on M01, M02, M04, M05, M07, M11, M13, M14 — with the remainder delivered through Partner Portal pre-work and structured OJT at a HiON EV Facility. Requires careful Item 11 drafting; defensible if the pre-work and OJT are themselves auditable.
Recommendation: Option 3, with a separately-drafted Item 11 amendment that names pre-work and OJT as program components without expanding the “classroom training” minimum. Decision needed from Jim before Module 1 is drafted, since it changes the module template’s pre-work design.
Role-tier handling
The Franchisee Training Program audience, per FDD: each active owner, the DBM, and any HiON-designated individual — up to two attendees without a training fee, +$1,000 per additional person. Owners and DBMs are sophisticated multi-unit operators per the Voice Playbook’s audience definition.
All 15 modules are mandatory for both owner and DBM. That is the right default for an audience that needs to make integrated decisions across the whole operating surface.
Emphasis by role — module facilitator notes (Phase 2 deliverable) will direct deeper questions and decision drills toward the appropriate role:
- Owner-led emphasis: M04 (capital allocation across the pipeline), M05 (lease economics and commercial structure), M13 (Sinking Fund and reporting accountability), M15 (lifecycle and exit decisions)
- DBM-led emphasis: M02 (day-to-day governance and ticket discipline), M09 (staffing they will hire and supervise), M10 (operational cadence they will run), M11 (driver interaction patterns they will model), M14 (compliance posture they will maintain)
What this outline does NOT design: the cascade. The franchisee is responsible for training operational employees (Site Operations Lead, Marketing/Local Growth Lead, Finance/Reporting Lead) inside their own organization. A separate Train-the-Trainer deliverable can be designed after the operator program is approved. Out of scope for this rebuild’s first pass.
The 15 → 15 crosswalk
Nothing from the boss’s NotebookLM draft is dropped. The mapping:
| Old (NotebookLM draft) | New (this outline) | Notes |
|---|---|---|
| Old M01 · Welcome, the System, and the Role Split | M01 · The HiON System and the Role Split | One-to-one. Same scope, sharpened to operator-fluent voice. |
| Old M02 · The Manual and Governance | M02 · Governance, the Manual, Support, and Escalation | Merged with Old M04 (see below). Manual mechanics + support + severity + escalation are one operating-OS module. |
| Old M03 · Brand and Customer Promise | M03 · The Brand Promise and Brand Execution | One-to-one. Consolidated brand voice and on-site execution into one module. |
| Old M04 · Support, Severity, and Escalation | merged into M02 | Was artificially split from governance in the boss’s draft. Operators learn the escalation system as part of the governance system, not separately. |
| Old M05 · Site Acquisition and Feasibility | M04 · Site Acquisition and Feasibility | One-to-one. |
| Old M06 · Lease and Site Host Contracting | M05 · Lease, Site Host Relationship, and the Lease Addendum | One-to-one, with ongoing Site Host management folded in. |
| Old M07 · Design, Permitting, Construction, Commissioning | M06 · Design, Permitting, and Utility Coordination + M07 · Construction Management and Commissioning | Split. Design + permits + utility is a discrete phase (often 6–12 months). Construction + commissioning is a separate phase with different disciplines (project management, safety, milestone inspections, the False Call-Out risk). Treating them as one module obscures the handoff. |
| Old M08 · Staffing, Training, Personnel | M09 · Staffing, the DBM Role, Personnel, and Contractor Conduct | Moved to Phase D. The DBM is approved before opening but ongoing staffing is an operate-phase discipline. |
| Old M09 · Operations, Maintenance, Fault Escalation | M10 · Site-Area Maintenance, Monitoring, and Fault Escalation | One-to-one. |
| Old M10 · Customer Experience and Payments | M11 · Customer Experience, Payments, and Driver Support | One-to-one. |
| Old M11 · Marketing and Launch | M08 · Launch and Local Marketing | Moved up. Launch is the closing act of Phase C (Build), not a Phase D operate topic. Ongoing local marketing rides with it as a continuous discipline. |
| Old M12 · Finance, Sinking Fund, Reporting | M13 · Finance, the Sinking Fund, and Reporting | One-to-one. |
| Old M13 · Compliance, Safety, Insurance, Risk | M14 · Compliance, Safety, Insurance, and Risk | One-to-one. |
| Old M14 · Vendors, Technology, Interoperability | M12 · Vendors, Technology, and Network Boundaries | One-to-one. Title sharpened — “Network Boundaries” reads as the prohibition it actually is, which Old M14 buried. |
| Old M15 · Lifecycle | M15 · Lifecycle Events — Refresh, Expansion, Transfer, Renewal, Closure | One-to-one. Title expanded so the operator can see at a glance what’s covered. |
Old → New summary: 15 old modules → 15 new modules. Two consolidations (Old M02 + M04 into new M02; design/permit/construct/commission split into M06 + M07 — net zero). Three sequence moves (Staffing moved into Phase D; Launch + Marketing moved up into Phase C; Vendors/Tech moved earlier in Phase D for prerequisite logic).
What this outline does NOT decide
Surfaced for resolution during Phase 2 or before Module 1 drafting:
- The Item 11 / duration conflict. Pick from the three options in Section 4 above.
- Final delivery model. Live in Kansas City, virtual, blended? The duration breakdown above assumes blended (classroom + Partner Portal pre-work + OJT). If pure-live or pure-virtual, the durations shift.
- OJT scope. Two half-day OJT blocks proposed (Site Walk practice and inspection walkthrough). What HiON EV Facility hosts them, who supervises, what the OJT competency checks look like.
- Assessment format. Per-module quizzes? Capstone scenario? Practical demonstration at OJT? The Module Template (Phase 2) needs an assessment shape before Module 1 is drafted. Default proposal: per-module knowledge check + a Phase-D-spanning practical scenario assessment, with FDD-aligned “successful completion” language.
- Pre-work platform. Does the Partner Portal host the pre-work, or is there a separate LMS? Affects pre-work format (markdown, video, interactive).
- Train-the-Trainer cascade. Out of scope for v1. Flagged for future work.
None of these are blocking for Phase 2 (Module Template + Training Register) or for Module 1 drafting at the framework level. Item 1 (duration) is the most consequential and should be answered before Module 1 is shipped, because it affects pre-work depth.