Charney Academy

Learning, certification, onboarding, and agent development.

Charney Academy

Train every user, certify every course, and scale Charney knowledge through structured learning paths, assessments, authors, reports, and internal credentials.

Courses
Beginner3 hoursRequired

Internal Systems & Operating Rhythm Certification

Teaches how daily work flows through Charney systems, teams, meetings, task ownership, reporting, and escalation paths.

Document decisions where future teammates can find them
Escalate issues with context
Report progress without noise

Build a weekly operating rhythm plan for a new joiner or agent team and attach the expected evidence points.

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Progress

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Internal Systems & Operating Rhythm Certification

Internal Systems & Operating Rhythm credential validates ownership, documentation, escalation judgment through viewed lessons, module checkpoints, and a final scenario assessment.

Assignments

Assignments live outside the module player so module progression stays focused on lessons followed by the assessment step.

0/7 submitted

Course Modules

1. Communication Standards

3 lessons | Checkpoint assessment

Communication Standards must be documented in the correct Agent Hub workflow with owner, next step, source context, and escalation notes when risk appears.

Next step after lessons: Communication Standards Checkpoint

Lessons in progress

2. Meetings, Events, and Internal Updates

Locked

3 lessons | Checkpoint assessment

Meetings, Events, and Internal Updates must be documented in the correct Agent Hub workflow with owner, next step, source context, and escalation notes when risk appears.

Next step after lessons: Meetings, Events, and Internal Updates Checkpoint

Pass Communication Standards Checkpoint

Pass previous assessment

3. Task Ownership

Locked

3 lessons | Checkpoint assessment

Task Ownership must be documented in the correct Agent Hub workflow with owner, next step, source context, and escalation notes when risk appears.

Next step after lessons: Task Ownership Checkpoint

Pass Communication Standards Checkpoint

Pass previous assessment

4. Documentation and File Discipline

Locked

3 lessons | Checkpoint assessment

Documentation and File Discipline must be documented in the correct Agent Hub workflow with owner, next step, source context, and escalation notes when risk appears.

Next step after lessons: Documentation and File Discipline Checkpoint

Pass Communication Standards Checkpoint

Pass previous assessment

5. Reporting Cadence

Locked

3 lessons | Checkpoint assessment

Reporting Cadence must be documented in the correct Agent Hub workflow with owner, next step, source context, and escalation notes when risk appears.

Next step after lessons: Reporting Cadence Checkpoint

Pass Communication Standards Checkpoint

Pass previous assessment

6. Escalation and Support

Locked

3 lessons | Checkpoint assessment

Escalation and Support must be documented in the correct Agent Hub workflow with owner, next step, source context, and escalation notes when risk appears.

Next step after lessons: Escalation and Support Checkpoint

Pass Communication Standards Checkpoint

Pass previous assessment

Course Authors

HB

Hanna Botbol

Director of Operations | Operations

JP

Justin Pelsinger

Principal | Executive

IS

Ian Smith

Technology Lead | Technology

Resources

Communication Standards source briefing

Communication Standards completion checklist

Communication Standards workflow map

Communication Standards completion checklist

Communication Standards virtual scenario case

Communication Standards manager-review template

Meetings, Events, and Internal Updates source briefing

Meetings, Events, and Internal Updates completion checklist

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