Resources & Tools

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. For information about the benefits of ABPM membership, click here.

New Resources

Briefing Resources



ABPM.com Member Tools Quick Start Guides

Snap Poll Reports

ABPM "Snap Polls"  are quick surveys addressing questions the ABPM team consistently hears from members. The polls ask three questions at most. Members have one week to answer and the results are summarized and posted on the ABPM Resource Library (member access only). Members are asked for name and company, but that information is not shared in the report. The purpose of that question is to make sure we don't count an answer several times if multiple people who work for the same program respond.

AV Terms

Briefing Program Budget Example

ABPM 2023-24 Activities to Assist with Budget Planning (Auto Download)

Briefing Qualification Standards & Policies Examples
The Miro Team created a Miro Board structured around the Characteristics of a World Class Briefing Program. The board allows their team to collaborate and rate their program on each of the characteristics, assess where opportunities for improvement exist, and set program goals. They've generously shared the board for use by fellow members. To access, go to this page after logging in via the ABPM.com home page with your member credentials and choose 'Links' from the 'Members-Only Resources' topic.
 

Emergency Plan Example
Logistics Documents
Marketing Materials
ABPM Member MeetUps are quarterly, hour-long, facilitated discussions focused on topics of interest to the profession. Admission and recordings are available only to ABPM Members. To view recordings, go to this page after logging in via the ABPM.com home page with your member credentials and choose 'Publications' from the 'Member MeetUps' topic.

Planning & Preparation

Virtual Briefing 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)

Best Practice Documents
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 Slide Templates
Virtual Briefing Engagement Protocol and Team Bios Slide (auto download)
Key Takeaways and Action Items Slide (auto download)

Snap Poll Reports
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)

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

Internal Communication Examples
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