Virtual & Hybrid Engagement Resources

The documents and resources below, most of them generously shared by fellow ABPM members, are available to ABPM members only. Members must be logged in to access. You can find information about the benefits of ABPM membership on this page.

Virtual Engagement Resources
 

Recorded Sessions

• "Executing Effective Virtual Briefings" COVID-19 Video Session March 19,2020 led by EBP Business Consulting (Auto Download)
• Slides from above recorded session (auto download)
• Supplemental blog to above webinar
• Recording - EBC Metrics in a Virtual World: A Conversation with the ABPM Community (auto download document with link and password)

• Virtual Briefing/CXC Best Practices (auto download)​
• "Best Practices for Facilitating Virtual Briefings" (auto download)
• Virtual Briefing - Consultant Checklist (auto download)
• Virtual Briefing Planning Checklist (auto download)
• Virtual Briefing Best Practice Guide (auto download)
• Virtual Briefing Roles & Responsibilities (auto download)
• Opening Remarks Best Practices - Virtual Briefings (auto download)
• Discussion Leader Best Practices for Virtual Briefings (auto download)

• Virtual Briefing Engagement Protocol and Team Bios Slide (auto download)
• Key Takeaways and Action Items Slide (auto download)

• Virtual Briefings and Cancellations due to COVID-19 (Week of March 9, 2020 - auto download)
• Briefings Adjustments due to COVID-19 (Week of March 23-27 - auto download)
• Virtual Briefing Evolution During COVID-19 (Week of May 11 - auto download)
• Virtual Briefing Centers (August, 2020 - auto download)
• Virtual Briefing Benefits, Qualification, and Analytics (September, 2020 - auto download)
• Virtual Briefing Volumes and Technology Investments (March 2021 - auto download)
• Staffing to Support New Briefing Models (May 2021 - auto download)
• Vaccination/Waiver/Covid Testing Requirements for In-Person Customers (June 2021 - auto download)

• "Best Practices for Excellent Presentations in a Virtual World"
• Executing Effective Virtual Briefings by EBP Business Consulting

• Communication to Okta Customers announcing Virtual Briefing option
• Email Communication to Account Teams (attachment below) (auto download)
• "Virtual Briefing Overview" Internal Marketing Brochure (auto download)
• Twilio announces Virtual Engagement Center
• Palo Alto Networks Virtual Executive Briefing Center
• Customer Invitation - Virtual Briefing (auto download)
• Email Template for Sales to send Customer with virtual briefing details (auto download)
• Micro Focus Virtual Briefing Welcome Video
• Virtual Briefing Brochure for Internal Customers (auto download)
• Virtual Briefing Brochure for External Customers (auto download)

Re-Entry Best Practices for Briefing Centers Post COVID-19

• Considerations for Reopening Centers provided by the ABPM Task Force for Reopening Centers
• EBC Re-Entry Best Practices for Managing Customer Interactions - Post COVID-19

Hybrid and Reopening Centers Resources

• Considerations for Reopening Centers provided by the ABPM Task Force for Reopening Centers
• EBC Re-Entry Best Practices for Managing Customer Interactions - Post COVID-19 shared by Palo Alto Networks
• Center Opening Timing & Covid Protocol/Challenges/Volume (Week of September 20, 2021 - auto download)
• Considerations for Hybrid Briefings provided by the ABPM Task Force for Hybrid Briefings