chesapeake chapter webinar go virtual or go home
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Chesapeake Chapter Webinar Go Virtual or Go Home. June 19, 2014. Kelson Forsgren and Jack Fagan . Session Overview. Define “virtual” and discuss trends and implications Discuss best practices and pitfalls Some “tips and tricks” Summary and Q&A. #WIN. - PowerPoint PPT PresentationTRANSCRIPT
Chesapeake Chapter Webinar Go Virtual or Go Home
June 19, 2014
Kelson Forsgren and Jack Fagan
Session Overview
Define “virtual” and discuss trends and implications
Discuss best practices and pitfalls Some “tips and tricks” Summary and Q&A
#WIN
What do We Mean by “Virtual Proposal Management”?
More than just electronic submittal
Contributors are not all co-located
Dependent on technology to communicate and manage
We’ve been doing it and it will continue – more than a trend
Typical Challenges of Virtual Proposal Development No defined process to do proposals – virtual requires process definition
Decision gates often “short-changed” (or ignored)
No clear understanding of roles and responsibilities
Little consequence for late task completion – schedule, schedule, schedule
• Long distance accountability lacking
Recognition often goes to the non-contributors
Often a perception that the proposal is not important, if done virtually
“Proposals are free” – Perception increases if team is virtual
The Keys to Virtual Proposal Management
1. Produce Schedule Early – make it highly visible to team
2. Clarify and Publish Team Roles and Responsibilities
3. Hold an Effective Kickoff Meeting (early planning)
4. Write and Develop Great Content
5. Develop Quality Theme Statements
6. Conduct Content Reviews and Edits
7. Facilitate Effective Color Team Reviews
8. Coach, coach, coach
Additional Virtual Best Practices
Leverage technology tools and personnel (including Millennials)
As tasks are assigned, ask the responsible individuals to restate their understanding and acceptance
Assign someone other than the person chairing the call to keep detailed minutes—or record the call
Check progress of dispersed teams frequently Test your submission process for hardware and
software compatibility
Effective Virtual Kickoff Meetings are Vital –
Don’t Shortchange This Step!
Apply Best Practices for a Virtual Proposal Kickoff Meeting Separate the initial core team planning call from the
proposal call – otherwise you’re covering too much Establish clear lines of authority Establish a detailed, written agenda and distribute it
early enough to permit participants to prepare Take the time to poll participants for acceptance after
each agenda item
Plan an Effective Kickoff Meeting
Effective Virtual Proposal Reviews are a MUST -
Don’t Shortchange This Step!
Facilitating Virtual Reviews – Is it Different?
Use Virtual Review Team Tools Consistently
• Use informative headings
• Preview content
• Place important points first
• Keep setups short
• Write effective subject lines
• Emphasize key information
• Create an appropriate tone
3 Steps to Effective Virtual Team Content Reviews: Step One - Be Clear
Content Review Step Two: Be Concise
Revise Paragraphs Revise Sentences Revise Words
Content Review Step Three: Be Correct Consult references Check spelling,
punctuation, and grammar Resolve word problems Verify consistency with
document and requirements
Confirm nomenclature and identities (acronyms)
Double-check math
Review: Virtual Proposal Development
Summary The trend is here to stay: You
Must Leverage Virtual Resources
New generation of workforce comfortable with virtual tools/approach
Pitfalls to avoid
Best Practices and Keys to Success
Discipline and process will win the day
Contact Information Kelson Forsgren
Jack Fagan888.772.WINS (9467)
[email protected]@shipleywins.com
www.shipleywins.com