Preparing for Assessment

Ultimately it is up to you to choose when you wish to undertake your initial assessment against the matrix Standard, however for organisations that are currently accredited and wish to retain the Standard, a review assessment must be undertaken within 3 years of the initial accreditation.

You can request an assessment at any time. Ultimately it is your decision when you book your assessment and you can specify the week or month that you would prefer; however, we would ask that you leave at least 12 weeks between booking your assessment and your preferred week or month in order to ensure that your invoice can be sent and paid and your Registered matrix Assessor can accommodate your requested dates.

Some organisations prefer to use the Advisory and/or support services that are available before applying, to ensure that they are as ready as possible for assessment. Other organisations decide to go straight for assessment and use the assessment as an initial benchmark to inform their developments and improvements.

To get started with the matrix Standard Accreditation please see the following recommended steps to take:

1 – Download and read the Getting Started Pack – which contains a detailed guidance brochure to the Standard criteria.

2 – Complete the Self Assessment Tool document by adding your evidence against each criterion and make a judgment on how your organisation currently sits against the matrix Standard. This will help you identify any weaknesses and strengths within your evidence.

3 – If you wish to seek external support we have matrix Advisers based nationally, to check your evidence. See our Advisory page on the importance of choosing a trusted Adviser and the range of advisory service options available.

4 – Alternatively watch our pre-recorded matrix webinar which explains the matrix Standard, and how to prepare for assessment.

5 – Once you are ready for an assessment please complete the online booking form with your preferred assessment dates. We require a minimum of 12 weeks notice of your preferred assessment dates. You will receive an email confirmation that your booking has been received. Details of your Assessor will shortly follow and you will be contacted by your Assessor to agree to an assessment plan for your assessment visit.

6 – Assessment fees –  See the Costing Framework to view the estimated costs of your assessment. Our services are required to be paid in advance. Once your Assessor confirms the assessment fees, a sales invoice will be sent. Once your assessment fees are received your Assessor will contact you to formally agree to onsite dates. We recommend assessment fees be paid within 30 days of receiving your Sales Invoice in order to secure your assessment dates with your Assessor. 

NextInitial Assessment
Your Assessment Centre

Assessment Services Ltd
PO Box 14,
NG31 0EL

020 3880 5059

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