Insights Blog
Articles tagged with: checklist
7 Reasons to develop a compliance matrix
A compliance matrix can serve multiple purposes.
- It’s an internal document that keeps your entire proposal team on the same page regarding compliance and ensures your proposal meets all requirements. It includes every shall, must, and will requirement in the entire RFP. It’s an organized listing of all requirements in RFP Sections L, M, C, Contract Data Requirements Lists (CDRL), and other sections of the RFP that contain requirements.
- In these days of boilerplated and recycled RFPs, developing a compliance matrix helps in finding disconnects between RFP sections and documents. Common disconnects include discrepancies between Section L and Section M contents,…
10 Topics to include in your kick-off meeting agenda
Your kick-off meeting planning process should involve identifying the location, handling logistics, designing the agenda, preparing distribution materials, and inviting the right people. Use a checklist (see our 12 Required Kick-off Meeting Elements blog post) to track all required items.
Confirm the meeting time, date, and logistics as the RFP due date approaches. This is an important meeting that sets the tone for final proposal preparation activities – obtain a conference room that will accommodate a large meeting comfortably.
Create the list of invitees, and send e-mail meeting invitations to them to hold the projected date and time on their calendars….
12 Required kick-off meeting elements
Teamwork is the ability to work together toward a common vision. The ability to direct individual accomplishments toward organizational objectives. It is the fuel that allows common people to attain uncommon results. –Andrew Carnegie
You should design all aspects of your kick-off meeting to motivate your team, communicate your proposal plan, and set the overall tone for how your proposal team will operate.
Though the kick-off meeting typically occurs a few days after RFP release, planning for the kick-off meeting prior to RFP release saves time once the RFP drops – a major advantage for your team. Once actual…
