Following a period of intensive study and review, we made a series of recommendations to the customer. These focused on reducing the content of the course and strengthening the ‘mental model’ of software offered to executives during the training. We identified 6 core subjects most relevant to the target persona of the course and specified the two main themes that each subject should address. For each theme, we further identified the core messages that attendees should learn during the course. Finally, we provided the customer with a marketing abstract for the course to help them communicate the purpose, context and content. The customer accepted our recommendations and adapted their material accordingly. We remain engaged with the customer, providing further support on the subject.