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VT Virtual Panel - Remote is Here to Stay

VisibleThread
VisibleThread

1. The document summarizes a virtual panel discussion on how to mitigate risks and continue winning while working remotely. 2. It provides tips for remote workspaces, virtual teams, virtual proposal management, technology support, virtual events, and networking. 3. The panelists were from VisibleThread and discussed the company's virtual proposal management software and new features.

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VT Virtual Session Remote is here to stay How to mitigate risk and continue to position to win In conversation with Mark Amtower, Danai Malianga and Fergal McGovern VT Virtual Session: October 1st , 12pm EST
VIRTUAL SESSION HOUSEKEEPING Our discussion will last approx. 1 hour. Please ask your questions in the Question facility we have lots of time for questions planned. This is a virtual panel webinar with only a few slides. We will make these available for you. The recording will be shared a few days after this webinar. Please complete the survey at the end of the session. Let me know what youd like to see in future!
TOPICS Theme Discovery Bid Center Automation Position to win LinkedIn and personal brand Acronym Checker VT Insights Compare Docs & Excel Sheets VT Docs VT Readability Virtual Events & Networking WELL COVER TODAY Compliance Matrices Virtual Proposal Management
MEETYOUR PANEL Evelyn Wolf CMO VisibleThread evelyn.wolf@visiblethread.com Mark Amtower Founding Partner of Amtower & Company markamtower@gmail.com Danai Malianga VP of Professional Services VisibleThread danai.malianga@visiblethread.com Fergal McGovern CEO VisibleThread fergal.mcgovern@visiblethread.com
YOUR QUESTIONS
OUR TIPS FROM TODAYS VIRTUAL PANEL 1. Work from Home (WFH) Workspace Tips a) Create a designated workspace where you can shut out noises. b) Be near a window for natural light. Or if thats not possible, supplement natural light with LED sun bulbs. Dont focus these on your desk but above and a foot or two away. c) Pay attention to the ergonomics of your workspace. d) Take breaks! Consider a 10-minute break every hour. 2. WFH Team Tips a) Understand everyones challenges from a virtual team environment. b) Define virtual team roles and tasks for team clarity and individual accountability. c) Overcommunicate with your team using voice, text and email channels Create a virtual War Room. d) Show your face in meetings Cameras enhance communications and allow you to pick up nuances by seeing your team members. e) If you are using messaging solutions like MS Teams or Slack, set up a channel for each pursuit (e.g. RFP, task order, etc). These tools raise efficiency and often you get better responsiveness. f) Gain executive oversight through reporting.
OUR TIPS FROM TODAYS VIRTUAL PANEL 3. Virtual Proposal Management Tips a) Stay true to your proposal process (dont deviate because your virtual). b) Double down on having a clear & clean repository folder structure (SharePoint or elsewhere). Content needs to be findable for all team members. Agree a folder structure prior to blue team (outline) phase. c) Record virtual meetings and sessions. If needed transcribe them so no discussion points are lost. d) Define virtual team roles and tasks for team clarity and individual accountability e) Be self-sufficient. We can no longer walk down the hall and collaborate as easily as before. So, you need to be able to self-serve on most aspects of the proposal lifecycle. Consider automating the more tedious tasks like shredding. f) Identify areas that are more open to risk and human error. Make a plan and consider how to tackle or avoid these in the first place. g) Map out processes and identify which areas can be automated.
OUR TIPS FROM TODAYS VIRTUAL PANEL 4. Technology Support & Selection a) Map out processes and identify which areas can be automated. b) Get team/employee buy-in for processes and technology. c) When choosing a technology partner consider functionality, training and ongoing support. Your success depends on more than software. 5. Virtual Events a) Although networking aspects of large events is nowhere near live events, check whether this functionality is available. And join virtual networking session. b) Watch out for smaller organizations and sessions which may offer a discussion or networking opportunity. c) Check for online happy hour groups and networking sub-groups from associations.
OUR TIPS FROM TODAYS VIRTUAL PANEL 6. Virtual Networking a) Encourage people to meet or connect with you on LinkedIn. b) Message after connecting on LinkedIn and suggest a conference call or phone call. Conference calls are great for seeing a persona (cameras) and getting to know someone over virtual coffee. c) If group networking, consider a twice-monthly session on a particular topic. Use Zoom or another conferencing system. d) Use apps like Calendly to make it easy for people to set a time to meet with you. 7. Building Your Personal Brand a) Build your LinkedIn profile. Add your relevant work experience. b) Reflect your professional area of expertise in your LinkedIn profile. c) Find and / or create content around your area of expertise. d) Connect with others in similar roles. e) Comment and share other peoples content.
THANK YOU, MARK AMTOWER Contact Mark to learn about his advisory services on all aspects of marketing to the Federal Government, including 端 Training for government contractors on Social Selling via LinkedIn, 端 Building a Subject Matter Expert (SME) Platform (company and individual), 端 Content Marketing for GovCon, and more. All of the above are included in Marks Small Government Contractor Advisory Program. Email: markamtower@gmail.com Phone: 301 854 9493 LinkedIn: www.linkedin.com/in/markamtower
VT DOCS 3.4 NOW AVAILABLE FOR CLOUD USERS Usage Report 端 Show all activity by user in your sandbox. 端 Helpful for onboarding, executive oversight and making the most out of VT Docs functionality Introducing Ignore List 端 Renaming of Whitelist to Ignore List in the product and all reporting outputs. 端 Words matter. Discriminatory words have no place at VisibleThread. Available to all Cloud Customers. On-Prem release will follow later this year.
THANK YOU FOR JOINING US To learn more & your additional questions Learn more about VisibleThread & VT Docs Contact us www.visiblethread.com Support: support@visiblethread.com Demo: info@visiblethread.com Your Questions: evelyn.wolf@visiblethread.com For latest VT News Follow us on LinkedIn https://www.linkedin.com/company/visiblethread https://www.linkedin.com/in/dmaliangatorrence/ https://www.linkedin.com/in/fergalmcgovern/ https://www.linkedin.com/in/evelynwolf/

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VT Virtual Panel - Remote is Here to Stay

  • 1. VT Virtual Session Remote is here to stay How to mitigate risk and continue to position to win In conversation with Mark Amtower, Danai Malianga and Fergal McGovern VT Virtual Session: October 1st , 12pm EST
  • 2. VIRTUAL SESSION HOUSEKEEPING Our discussion will last approx. 1 hour. Please ask your questions in the Question facility we have lots of time for questions planned. This is a virtual panel webinar with only a few slides. We will make these available for you. The recording will be shared a few days after this webinar. Please complete the survey at the end of the session. Let me know what youd like to see in future!
  • 3. TOPICS Theme Discovery Bid Center Automation Position to win LinkedIn and personal brand Acronym Checker VT Insights Compare Docs & Excel Sheets VT Docs VT Readability Virtual Events & Networking WELL COVER TODAY Compliance Matrices Virtual Proposal Management
  • 4. MEETYOUR PANEL Evelyn Wolf CMO VisibleThread evelyn.wolf@visiblethread.com Mark Amtower Founding Partner of Amtower & Company markamtower@gmail.com Danai Malianga VP of Professional Services VisibleThread danai.malianga@visiblethread.com Fergal McGovern CEO VisibleThread fergal.mcgovern@visiblethread.com
  • 6. OUR TIPS FROM TODAYS VIRTUAL PANEL 1. Work from Home (WFH) Workspace Tips a) Create a designated workspace where you can shut out noises. b) Be near a window for natural light. Or if thats not possible, supplement natural light with LED sun bulbs. Dont focus these on your desk but above and a foot or two away. c) Pay attention to the ergonomics of your workspace. d) Take breaks! Consider a 10-minute break every hour. 2. WFH Team Tips a) Understand everyones challenges from a virtual team environment. b) Define virtual team roles and tasks for team clarity and individual accountability. c) Overcommunicate with your team using voice, text and email channels Create a virtual War Room. d) Show your face in meetings Cameras enhance communications and allow you to pick up nuances by seeing your team members. e) If you are using messaging solutions like MS Teams or Slack, set up a channel for each pursuit (e.g. RFP, task order, etc). These tools raise efficiency and often you get better responsiveness. f) Gain executive oversight through reporting.
  • 7. OUR TIPS FROM TODAYS VIRTUAL PANEL 3. Virtual Proposal Management Tips a) Stay true to your proposal process (dont deviate because your virtual). b) Double down on having a clear & clean repository folder structure (SharePoint or elsewhere). Content needs to be findable for all team members. Agree a folder structure prior to blue team (outline) phase. c) Record virtual meetings and sessions. If needed transcribe them so no discussion points are lost. d) Define virtual team roles and tasks for team clarity and individual accountability e) Be self-sufficient. We can no longer walk down the hall and collaborate as easily as before. So, you need to be able to self-serve on most aspects of the proposal lifecycle. Consider automating the more tedious tasks like shredding. f) Identify areas that are more open to risk and human error. Make a plan and consider how to tackle or avoid these in the first place. g) Map out processes and identify which areas can be automated.
  • 8. OUR TIPS FROM TODAYS VIRTUAL PANEL 4. Technology Support & Selection a) Map out processes and identify which areas can be automated. b) Get team/employee buy-in for processes and technology. c) When choosing a technology partner consider functionality, training and ongoing support. Your success depends on more than software. 5. Virtual Events a) Although networking aspects of large events is nowhere near live events, check whether this functionality is available. And join virtual networking session. b) Watch out for smaller organizations and sessions which may offer a discussion or networking opportunity. c) Check for online happy hour groups and networking sub-groups from associations.
  • 9. OUR TIPS FROM TODAYS VIRTUAL PANEL 6. Virtual Networking a) Encourage people to meet or connect with you on LinkedIn. b) Message after connecting on LinkedIn and suggest a conference call or phone call. Conference calls are great for seeing a persona (cameras) and getting to know someone over virtual coffee. c) If group networking, consider a twice-monthly session on a particular topic. Use Zoom or another conferencing system. d) Use apps like Calendly to make it easy for people to set a time to meet with you. 7. Building Your Personal Brand a) Build your LinkedIn profile. Add your relevant work experience. b) Reflect your professional area of expertise in your LinkedIn profile. c) Find and / or create content around your area of expertise. d) Connect with others in similar roles. e) Comment and share other peoples content.
  • 10. THANK YOU, MARK AMTOWER Contact Mark to learn about his advisory services on all aspects of marketing to the Federal Government, including 端 Training for government contractors on Social Selling via LinkedIn, 端 Building a Subject Matter Expert (SME) Platform (company and individual), 端 Content Marketing for GovCon, and more. All of the above are included in Marks Small Government Contractor Advisory Program. Email: markamtower@gmail.com Phone: 301 854 9493 LinkedIn: www.linkedin.com/in/markamtower
  • 11. VT DOCS 3.4 NOW AVAILABLE FOR CLOUD USERS Usage Report 端 Show all activity by user in your sandbox. 端 Helpful for onboarding, executive oversight and making the most out of VT Docs functionality Introducing Ignore List 端 Renaming of Whitelist to Ignore List in the product and all reporting outputs. 端 Words matter. Discriminatory words have no place at VisibleThread. Available to all Cloud Customers. On-Prem release will follow later this year.
  • 12. THANK YOU FOR JOINING US To learn more & your additional questions Learn more about VisibleThread & VT Docs Contact us www.visiblethread.com Support: support@visiblethread.com Demo: info@visiblethread.com Your Questions: evelyn.wolf@visiblethread.com For latest VT News Follow us on LinkedIn https://www.linkedin.com/company/visiblethread https://www.linkedin.com/in/dmaliangatorrence/ https://www.linkedin.com/in/fergalmcgovern/ https://www.linkedin.com/in/evelynwolf/