The Optimized Decision Playbook:

Features Engineered for Executive Control.

This is not a guide. It is a fully operational, consultant-grade engine for high-velocity software selection.

The Playbook transforms the opaque, time-consuming vendor evaluation process into a predictable, data-driven management function. Every component is designed to accelerate your timeline, elevate the rigor of your due diligence, and secure maximum return on your technology investment.

Playbook Components: Your Strategic Toolkit

The Playbook delivers instant access to enterprise-level documentation across four fully functional Microsoft Excel workbooks (no installation, no macros).

Workbook Strategic
Function 		Key
Executive
Benefit
Project Velocity & Oversight Establishes a Project Board for managing scope, status, and risks, ensuring your project stays on the critical path and aligns with business objectives.
Scorecard Rigor & Precision The central repository for vendor proposal and demo scores. Automates score tallying to provide clear, actionable insights into vendor performance.

Assigns decision factors and dynamic weights to questions. This moves evaluation from subjective review to quantifiable, data-backed scoring.
Scoresheet Execution & Data Capture Records team member scores.
Score Consensus De-Risking & Alignment Flags scoring variability among team members, forcing critical discussions and consensus on controversial factors to mitigate bias and conflicts of interest.

The Playbook is compatible with Windows and macOS versions, ensuring clarity and confidence across supported platforms for our users.

A noted incompatibility is on the Focus on Vital Needs worksheet associated with the Topic & Sub-Topic dependent dropdown. The conditional formatting edit to confirm the Sub-topic is a dependent of the Topic doesn't work in Excel 97-2004. You may need to verify manually or use the simplified Focus on Vital Needs version that doesn't use dropdowns for Topic and Sub-topic, to avoid confusion and ensure smooth workflow.

Please get in touch with me if you encounter any additional incompatibilities, such as issues with specific Mac OS or Windows configurations.

Engineered for Speed: 100+ Assets for Immediate Deployment

Stop spending hundreds of hours building project infrastructure. We deliver the framework, pre-populated with content based on real-world projects.

Acceleration & Efficiency

  • ●
    100+ Deliverable Templates: Instant access to comprehensive, customizable templates across all five project phases: Initiation, Diligence, Scoring, RFP/Brief, and Evaluation.
  • ●
    Pre-populated Content: Many deliverables include draft content from actual project work, allowing you to plug-and-play and drastically reduce deliverable creation time.
  • ●
    Proprietary AI Prompts: Specialized prompts you can tailor to rapidly synthesize vendor research, peer reviews, and market data, giving your team a decisive head start.

Rigor & Decisiveness

  • ●
    12+ Scoring Methods: Go beyond simple checklists. Implement advanced frameworks like SPRONTO™ (Strategy, Process, Relationship, Organization, Network, Technology, Operations) to ensure a holistic, strategic assessment.
  • ●
    Vendor Question Design Guide: Guidance on structuring six different question types—from open-ended to scenario-based—to elicit truly differentiating vendor responses.
  • ●
    Minimum Vendor Needs Scorecard: A pass/fail gatekeeper function that automatically filters non-viable vendors, maintaining focus on solutions that meet essential business thresholds.

Risk Mitigation & Customization

  • ●
    Fully Scalable: The Playbook is designed to be utilized for investments of any magnitude—from tactical system upgrades to multi-million dollar enterprise transformations. Simply select the deliverables that align with your project’s scale.
  • ●
    Business License Agreement: Purchase $288 (for use on one project) or consider a company-wide license for unlimited project use—a perpetual competitive advantage. Contact us regarding company-wide or enterprise licensing.
  • ●
    Case Study Recaps: Benefit from real-world project outcomes, revealing that a flexible, risk-aware strategy is more effective than any single, rigid approach.

The Decision: Control the Cost. Own the Process.

Executive time is the most expensive resource in any project. The Playbook is the fastest way to mobilize your team with a complete, expert-level governance and evaluation system.

For $288, you purchase more than a document; you acquire the expertise of a former Big Four consulting partner, codified and ready for immediate deployment.

Stop commissioning costly consulting. Start leading with control and precision.

Buy the Playbook

Demo the Workbooks: Project | Scorecard | Score Consensus | Scoresheet

Notes:

Smartphone users may need to tap and hold the link, then choose 'Open in new tab' from the pop-up menu to view the workbook.

There are minor formatting differences between the Excel desktop app and Excel for the Web. Any cell formatting issues can be due to those differences.