What to Expect During the Strategic Planning and Account Kickoff Call
Getting your team’s account set up is a foundational step to your long term success with GovDash. During our first session, we’ll create an action plan for your team, as well as cover some administrative pieces before we begin training.
How Your Team Can Prepare for Your Onboarding Session
Identify your Core Success Team who will be joining us throughout onboarding (Name + Email Address).
Begin to think about which test proposal you would like to run through together (Further details below).
Prepare your proposal templates to send to your onboarding specialist for them to map up and upload to our system.
Please be prepared to book all onboarding sessions. This will ensure that your team has a milestone on the books every week throughout onboarding to work towards.
Prepare Your Team’s Details For GovDash Account Creation
Team Name
Full Legal Name
DBA Name
UEI
DUNS Number (If Applicable)
CAGE Code
Company Address
Facility Clearance Level
Set-Asides
Session Agenda
During this session, we’ll cover key items that will help us hit the ground running:
We’ll cover the end to end lifecycle of an opportunity with GovDash.
Get access to the system.
Discuss what you are looking to get out of GovDash.
Walk through core team Introductions and identify champions.
Please start thinking about who will serve as point-of-contact for each of the following teams. No worries at all if your team's roles are a bit different; please just let us know who our core team will be to include in our training sessions and stay in communication on the team's progress with.
Proposal Team Champion
Capture/BD Team Champion
IT Champion
Contracts Champion
Leadership Champion
Review onboarding structure & upcoming sessions.
Discuss test proposal and required documentation.
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Test Proposal Requirements
In order to successfully run your proposal through GovDash, we require the following information/documents:
Solicitation files (RFP and PWS). We recommend choosing a proposal that is simplified, at least task order level.
Your fully submitted proposal.
For any past performance referenced, we need the contract and the SOW/PWS.
Any resumes for key personnel referenced in the proposal.
Integrations
Review of optional integrations and walk through the set up process
Word Assistant Setup
Word Assistant Deployment Guide (For Organizations)
Support Resources
Introduction to Help Desk & Help Center
Outside of our onboarding sessions, you will always have access to our dedicated support team. You can reach them through our
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button in the system, or by emailing [email protected]. Our dedicated support team responds within minutes, so please leverage them when you need them.
Proposal Templates
Walk through of template requirements
We will quickly walk through template requirements including your template must be in a .docx format and a style guide must be put in place. You may include as many as you may like, and contact your dedicated onboarding specialist to make any changes at any point in time. You may view our dedicated support article outlined below on templates.
Template Requirements
Data Upload Recommendations
Discuss data requirements and tips, tricks, and best practices
We will discuss what data we recommend uploading to the platform, and help your team successfully plan around it. We will cover this in more detail during our Foundations and Contract Cloud Meeting.
Data Tips, Tricks, and Best Practices
Do not bulk upload data, we recommend uploading piece by piece to ensure each piece of data is thoughtfully uploaded with a purpose behind it.
Organize your data using our tagging system.
If you are using SharePoint, we recommend adding an “_GovDash” or similar to the end of your files in your SharePoint site to ensure you know which documents are connected. This will ensure your team is able to update documents on your side of the house through the live SharePoint connection and have those updates get live reflected in GovDash.
Use our Help Center articles on recommendations on what data we recommend uploading and where
Understand who owns your contract data, specifically focusing on the Contract/Award Document and PWS/SOW for each Past Performance.
If you choose to upload Past Performance where either you were a subcontractor, or you had a subcontractor, we recommend scrubbing your data to only contain information on work that you can confidently cite as your own. This is to ensure that data down the line that is being used in proposals is completely your own work.
We do have the option to select a prime/sub relationship where we can give the system the additional context of what work was given to your partner organization. This will ensure the system can utilize this data in the correct way in future proposal submissions.
When uploading previous proposal submissions, we recommend scrubbing the data as much as possible to remove mention of other companies and the work they performed in partnership with you on the contract.
Session 1 Knowledge Check
Getting Started with GovDash: How to set your team up for onboarding success.
What details are needed to create your GovDash account (e.g., UEI, CAGE Code, Set-Asides).
How to identify your Core Success Team and role-based champions across functions.
What to prepare for your test proposal (RFP, PWS, submitted proposal, resumes, etc.).
Importance of booking all onboarding sessions in advance.
Optional integrations to consider (e.g., Salesforce, SharePoint, Okta, SSO).
Where to find support and resources outside of onboarding sessions.
Looking Ahead: Session 2 - Foundations and Contract Cloud
Preparation Recommendations
Please be prepared for one of your teammates to share their screen and upload the data live during the session.
Please have an understanding of where you store your data prior to our session, and invite any teammates who own these pieces of data.
If you are utilizing the SharePoint connection, please have this connected prior to this session. The user who is driving this session will need to be a member of the SharePoint site that contains the documents you wish to upload.
Please have 2 contract examples ready to upload live together. Please ensure you have the Award Document and PWS/SOW for each contract, as these are mandatory to create a compliant Past Performance or Contract Record in the system.
Have 1 Key Personnel Resume example ready.
Have 1 Previous Proposal example ready, 1 piece of boilerplate content, or 1 capability statement ready.
What to expect in Session 2: Foundations and Contract Cloud (90 Minutes)
During our next session together, we will be uploading the data outlined above live to the platform together. We will not be able to hold this session together without having the data above prepared, so please come ready to have one of your team mates share their screen and walk through this live together! This will not only satisfy the onboarding flow for the platform, but also allow your team to see live how to upload data and where to upload it, as well as showcase to your team live how the data starts to make connections throughout the platform.
You can also expect to walk through the Data Library and the Contract Inventory in detail, including showing you how GovDash identifies people you have worked with, companies you have worked with, as well as agencies and customers you have worked with as well.
We will also walk you through the Contract Inventory in detail and outline how you can leverage Dash and Capability Matrices effectively by getting healthy data in the system from the start. In addition, we will cover any outstanding questions from the team, as well as ensure you have your test proposal, the word assistant downloaded, and remind your team about the templates if we do not have that already.
Session 2 Knowledge Check
Contract Cloud Deep Dive: How the Contract Cloud serves as a dynamic, centralized repository of contract and past performance data. Key takeaways included:
How past performance/contract data is captured and structured.
How this data powers downstream tools like Bid Match, Dash, and Capture workflows.
Data Library Essentials: The importance of building and maintaining a strong Data Library to maximize search-ability, reuse, and alignment across functions.
GovDash’s Interconnected Lifecycle: How the Contract Cloud and Data Library connect seamlessly with other modules (Capture, Proposal, and Dash), enabling efficient workflows and data-driven decisions.
ROI & Value: How you can start leveraging your data starting today to save your team time and money.