Steps for creating a proposal outline:
Creating the outline and the compliance matrix go hand in hand. You should start by following any instructions the RFP may contain regarding how to organize the proposal. Next, add items to the outline until you have a place for everything you need to address. Because a requirement or topic may impact the outline in multiple places, creating a compliance matrix can get complex. For example, if the customer asks you to address risk, but doesn’t provide a specific place to do it, you may need to address risk throughout the proposal in a variety of contexts (technical, management, staffing, etc.).
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