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Try a compliance checklist for your next proposal

After all the work involved in putting together a great response to a request for proposal, make sure your proposal doesn't get sidelined because you forgot to include a critical element.

Does this sound familiar?

You decide to respond to a request for proposal. You and/or your team put in the time and effort to reply. Most often this work is done close to the deadlines and involves pressure and week-end hours. There is always a sense of accomplishment when it is finished and sent in on time. You wait for a response and what you get is your proposal returned as "non-compliant" because you "accidentally" forgot to include something that was required. All that work for nothing!

Avoiding this scenario can be simple.

Create, as your first document, a compliance checklist. Whether you are writing the proposal or signing it before it is sent, the checklist will ensure that all the required information is included.

List all the mandatory requirements and all the rated criteria. As the author completes the information, fill in the page number where the compliance information can be found. This way you can do a quick final check that everything is there. An added bonus, is that the checklist is handy for the evaluation committee so that they can easily find your evidence of compliance. All other things being equal, you could win a contract just because your proposal was more pleasant to read and easier to follow.

Integrated Learning International Incorporated (ILI Inc.), a Canadian company, has been created to respond to the training and consulting needs of government organizations at all levels and private-sector companies of any size. Our training expertise rests mainly in project management, contract management, negotiation and dispute resolution. Details can be found at www.ilicanada.com 



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