This week's teaser is a key screen in the process for building a compliance matrix. The gray column on the left is the RFP. The gray column on the right is the proposal outline, as you build it. The main column is the text of the selected RFP requirement. The proposal outline starts empty. As you read and interpret the RFP instructions, you add proposal headings. And as you add a new proposal heading, you can link all of the relevant RFP requirements to it. You can even drag and drop an RFP requirement onto a relevant proposal section to instantly make the link.
When you are done, every proposal section is linked to every relevant RFP requirement. And you can click a button and produce your compliance matrix. Click another button and it turns what you've done into an online document shell for content planning, keeping all the RFP links so that the RFP text is always just a click away when you're looking at your Proposal Content Plan. You can also download the compliance matrix into Excel and if you choose you can work offline from that point.
Carl is the Founder and President of CapturePlanning.com and PropLIBRARY
Carl is an expert at winning in writing. The materials he has published have helped millions of people develop business and write better proposals. Carl is also a prolific author, frequent speaker, trainer, and consultant and can be reached at email@example.com. To find out more about him, you can also connect with Carl on LinkedIn.