VisibleThread – Language Analysis Platform

3 Ways to Improve Your Compliance Matrix Process

< 1 min read

Evelyn Wolf

Improve Compliance Matrix

We have been helping proposal teams become more productive for the last 5 years. We work extensively with proposal managers, proposal coordinators, and capture managers. During that 5 year period, we learned a lot about how people work with Compliance Matrices. And how best to most effectively use a compliance matrix in your proposal development process.

If you’re working federal, state, or local bids priming on an IDIQ or teaming on a small RFP you’ll find this useful. We have published posts on this subject in the past here and here. For this one, I want to summarize 3 key techniques that can improve your compliance matrix process.

For clarity, let’s recap what a compliance matrix is.

What is a compliance matrix?

The purpose of a compliance matrix is to:

  1. Identify the requirements in an RFP
  2. Check if the requirements are met by a proposal
  3. Identify where the requirements are met in a proposal by outlining page, section, and paragraph numbers and to
  4. Assist the reader when reviewing a proposal.

To make it concrete here’s a fairly standard example of what a matrix might look like in the flesh: