Applicability matrix template

The compliance matrix template below provides a bit of additional functionality as well. It doubles as a status tracking tool because it captures the name of the person to whom the writing was assigned and the status of the writing. The compliance traceability matrix is created by the proposal manager. It could be created or reviewed by any number of people on the proposal team but ultimately, the document is owned by the proposal manager.

The compliance matrix is used to prove that the proposal complies with the requirements found in the RFP. Every requirement found in the RFP is listed on the compliance matrix. Alongside each requirement, the location of the proposed response is noted. Looking for a better solution? This set of 86 editable templates will support you throughout the project life cycle.

Get Your Ebook. MyPM is a proposal management company. Our professionals average more than 20 years of experience providing proposal services in response to government and business solicitations. In addition, we provide post-award project management support. What Is a Compliance Matrix? Free Download. Get Template. Who Creates the Compliance Matrix? Contact Us info mypmllc.

We uses cookies. By using this site, you agree to our use of cookies. Read our Privacy Policy and Cookie Policy. Cookie Settings Accept and Close. At the end of the process, the list of applicable KYC Types will have as many rows in the table as were satisfied.

To define your own applicability logic, make a copy of KYCApplicabilityMatrix under your class hierarchy. You can choose to have a single copy under your main workpool if you want to have a single point of configuration. If your logic is too complex, or the number of KYC Types is too large to be maintained in a single decision table, you can specialize it by class by creating copies under the subclasses supporting the different case types.

Once you have your own copy of the applicability matrix, you can add rows to define the applicability of your KYC types. You can also add new columns for any new condition that you would like to evaluate. However, you cannot remove the last two columns of the table, which are used to add the KYC Type name and class to the list of applicable types.

The application can use locators to group together related KYC Types under the same case. The locators represent the logical groups that the KYC types are grouped in. You must provide the system with two pieces of configuration information to make use of locators.

The first piece of information that you must provide is the definition of the locators that will be managed by a certain case. The locators in a case are implemented using two properties: DDPurpose which can be thought of as a group , and DDKey which represents a subgroup.

The clipboard structure that supports locators is as follows:. This structure must be programmatically populated on the case page by specializing the GetKYCTypeLocators data transform. You can define your own locators and logic to populate those locators, on condition that the structure matches the one shown above. Once the case has been configured to use certain locators, you can refer to them from the applicability matrix. The KYCApplicabilityMatrix template rule includes a locator column that can be used for that purpose.

The LocatorExists utility function checks against the locators defined for the case. The function traverses through the locator structure of the case to determine if the passed DDPurpose and DDKey are present on the case.

If the parameters are found, the engine evaluates the rest of the conditions configured in the row, and applies the KYC Type to the case if all conditions are satisfied. The first is the size of the performing team: an individual, a tightly constituted team or a loosely constituted full community. Each of the nine combinations of the two dimensions in the matrix is given a value: Not Applicable, Apply with Caution, Applicable, Essential.

Here is how it looks:. The Applicability Matrix Tool is based on the experience of people using agile practices but currently does not have academic research behind it to back it up.

As such, please consider letting us know if you have suggestions for the tool itself, or about how the tool is applied to any of the Agile Work Practices. Over the next few weeks, this tool will be provided for each of the six Agile Work Practices. Your email address will not be published.

This site uses Akismet to reduce spam. Learn how your comment data is processed. Here is how it looks: The Applicability Matrix Tool is based on the experience of people using agile practices but currently does not have academic research behind it to back it up. It takes between 8 and 11 minutes for each team member to fill in the survey, and your results are available immediately. Try it in your next retrospective.