TArticles tagged with: compliance matrices

Tips for shredding RFPs quickly and accurately

Being able to shred RFPs and develop compliance matrices and outlines quickly is essential

Most companies want to minimize the time spent preparing Requests for Proposal (RFP) compliance matrices without skimping on accuracy. Typically, companies allow one to three days from the time they receive an RFP to the time the kickoff meeting occurs. Within that timeframe, proposal managers must also create kickoff slides, complete the proposal schedule, arrange team communications, prepare outlines and templates, and coordinate staff and logistics. So, being able to shred RFPs and develop compliance matrices and outlines quickly is essential. Consider these factors before selecting the most efficient path to shredding RFPs and developing compliance matrices and outlines. Is the RFP simple, or is it large and complex with multiple documents? Does the RFP follow a straightforward organization with defined sections for instructions, evaluation criteria, and a statement of work (SOW)? Does the RFP use key words such as will, shall, and must to identify requirements? Are the instructions, … Continue reading Tips for shredding RFPs quickly and accurately

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Requirements matrices, compliance matrices, and why you need both

Brenda Crist shares her advice on developing both requirements matrices and compliance matrices for all proposals. A proposal manager’s biggest concern is working on a huge proposal for months and having it rejected because an instruction was not followed or an esoteric requirement was not addressed. Adding to this risk are disconnects between the statement of work, proposal instructions, and evaluation criteria. To avoid compliance issues, consider building a requirements matrix and a compliance matrix. The requirements matrix assigns each requirement a specific number and verifies that it is met in the proposal, as Table 1 illustrates. To facilitate internal proposal development add columns including the page size limit and author name to the matrix. Table 1. Requirements matrix Use the requirements matrix to build a compliance matrix. The compliance matrix simply cross walks each requirement to a proposal section number and name. Depending on the complexity and synchronization of … Continue reading Requirements matrices, compliance matrices, and why you need both

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