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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.

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chesapeake chapter webinar go virtual or go home

Chesapeake Chapter Webinar Go Virtual or Go Home

June 19, 2014

Kelson Forsgren and

Jack Fagan

session overview
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
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
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
The Keys to Virtual Proposal Management
  • Produce Schedule Early – make it highly visible to team
  • Clarify and Publish Team Roles and Responsibilities
  • Hold an Effective Kickoff Meeting (early planning)
  • Write and Develop Great Content
  • Develop Quality Theme Statements
  • Conduct Content Reviews and Edits
  • Facilitate Effective Color Team Reviews
  • Coach, coach, coach
additional virtual best practices
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
apply best practices for a virtual proposal kickoff meeting
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
slide14

Content Review Step Two: Be Concise

Revise Paragraphs

Revise Sentences

Revise Words

slide15

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
summary
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 Fagan

888.772.WINS (9467)

kforsgren@shipleywins.com

jafagan@shipleywins.com

www.shipleywins.com

Contact Information