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:
- Identify the requirements in an RFP
- Check if the requirements are met by a proposal
- Identify where the requirements are met in a proposal by outlining page, section, and paragraph numbers and to
- 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:
