Meeting Summary - 05/01/2025 RMTTF Meeting
Grid Monitor AI | Posted 05/02/2025

▶️1 - Welcome, Antitrust Statement
▶️2 - Introductions
▶️3 - Review Meeting Agenda
▶️4 - Review draft Meeting Notes from last meeting
RMTTF20250320_MeetingNotesDraft.pdf
- No comments or feedback were received on the posted notes.
- The meeting notes will continue to be approved as there were no objections.
▶️5 - LMS Stats
- Assessment of training stats was presented with a focus on different market segments: Base, Retail, Mass Tran, and Fixed.
- MarkeTrak training stats as of May 1: 847 in progress, 1385 complete, 2232 total.
- Retail 101 training stats all time: 1816 in progress, 1071 complete, 2287 total.
- Mass Tran stats presented as 63 all time, 118 complete, 181 total.
- Ongoing updates to LMS dates were highlighted, with latest stats recorded as of May 1.
- For current year Market Track: 21 in progress, 69 complete, 90 total.
- Retail 101 2025 stats: 54 in progress, 52 complete, 106 total.
- Mass Tran 2025 stats: 1 in progress, 9 complete, 10 total.
- Texas SET 2025 stats: 8 in progress, 23 complete, 31 total.
- Noticeable enrollment in Dallas training class with 15 out of 50 people.
- Future retail 101 scheduled for June 18, with registrations ongoing.
- Discussion on scheduling and announcements for upcoming training sessions and quarterly notices.
▶️6 - Comments or action items from TX SET 5.0 training held 4-30
- The training started off slowly and was initially challenging, but improved as it progressed.
- Participants enjoyed the session and engaged with good questions.
- A group exercise revealed a variance in experience levels among participants, but allowed for better collaboration.
- There is a need for more focus on the transactional aspects within internal training, particularly for handling cancellations and notifications.
- Participants need to be more self-reliant in understanding transactions to avoid unnecessary disruptions.
- There was confusion around viewing transactions and the importance of understanding how to read swim lanes.
- There was a suggestion to introduce swim lanes more effectively, possibly by walking through a simple move-in scenario.
- Discussion about updating training materials to include swim lanes and address specific transactional scenarios more clearly.
- Recognition that different levels of expertise among participants affect the complexity of exercise outcomes.
- Action items include creating a new swim lane scenario and planning for a further meeting to finalize training materials for upcoming sessions.
Action Items
- Introduce swim lanes more effectively by walking through a simple move-in scenario in training.
- Update training materials to include swim lanes and ensure transactional scenarios are clear.
- Schedule a follow-up meeting to finalize and approve changes to training materials.
- Develop a new swim lane scenario for move-ins without current CRs to be added to training materials.
- A follow up meeting is planned for May 15th, after the PUC meeting. Aimed at instructors reviewing changes, incorporating swim lane instructions and revisiting slides that need modifications.
▶️7 - Surveys from TX SET 5.0 training held 4-30
- Only 8 people completed the survey from the training session, out of approximately 50 attendees.
- Low survey participation attributed to the timing at end of the session, a suggestion was to email the survey for better response.
- Participation included representatives from PUC and ERCOT.
- Survey feedback was largely positive with high marks for engagement and knowledge imparted.
- Appreciation for knowledgeable and engaging speakers, extensive coverage of material, and well-prepared training materials.
- Suggestions for improvement included different formats for presenting material to cater to varied learning styles, but no major changes recommended.
- Training logistics like food and materials were well received; however, there was a surplus of candy, indicating possible overestimation of attendee numbers.
- General consensus that the training was beneficial with good participant interaction, especially appreciated were real-life scenarios discussed.
- Positive reception from attendees for the structured activities and group exercises as part of the training.
- Plan to address survey feedback and suggestions in future sessions.
▶️8 - Review remaining 2025 Schedule for Meetings and Training
- Next training scheduled for June 25 is at Vistra.
- Confirmations that no additional preparations are needed for the training.
- One member will bring the answer keys and handout materials.
- One participant will bring the swim lanes book and the presentation book.
- Preparation of an overview slide similar to previous ones was confirmed.
▶️9 - Assignments and activities for upcoming training
- Assignments for training are the same except some minor changes towards the end.
- Discussion on using appropriate markers, confirming the use of dry erase markers instead of permanent ones.
- Decision to print new sets of materials, 20 sets in large size for upcoming training.
- Feedback on group size: Groups of four were effective, allowing opportunities for interaction and participation.
- The group size count worked well with 40 participants, leading to effective breakout group sessions.
- Need to scan and send the participant roster to certain members.
10 - Status of changes for MarkeTrak online modules
- Plan to cover in the next meeting.
11 - Training for managing Breakout sessions via WebEx
- Plan to cover in the next meeting.
▶️12 - Other Business
- Discussion on how to get a specific item to Sheri Wiegand, potentially involving shipping, but with concerns about maintaining the item's condition.
- Talk about big transaction cards that are used during presentations. Sheri uses them frequently but discusses the possibility of getting by without them.
- Discussion about printing and shipping books, with suggestions to save shipping costs by personally picking them up.
- Some logistical details mentioned regarding meeting dates and times, with an invite sent for a meeting on May 15th.
▶️13 - Adjourn
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