Note: Use this recommendation worksheet as a guide. Tailor to your specific objectives and needs.
Highlight your recommended vendor using a color scheme or other callout at the top of the page.
Prepare a vendor recommendation for leadership review and approval. A suggested format is one page using a combination of text headliners and visual scorecards.
Use the same decision factors as communicated to vendors.
Callout vital capabilities that factor into scoring.
Rank each of the callout capabilities on a scale of 1 (low) to 10 (High.) A color scheme is used to represent a scorecard rank, e.g., red represents 1 and green represents 10 using a gradient color for values between 1 and 10.
Highlight the crucial differentiators between vendors.
The worksheet provides examples of potential differentiators
Use a narrative forced ranking to describe how each vendor's solution enables your organization's SPRONTO™ components. Force rank each vendor 1, 2, or 3, with 1 representing the top-ranked vendor.
SPRONTO™ represents Strategy, Process, Relationships, Organization, Network, Technology, and Operations.
Rate the final negotiation on a scale of 1 to 10 (10 represents your organization receiving the requested critical terms and conditions.)
Limit the final number of vendors to three. In most cases, two vendor finalists will prevail, though a third vendor column is provided on the template. Delete the column if not needed. More than three vendor finalists indicate a failure in winnowing vendors through the evaluation stages.
Enter total points scored for each vendor by Decision Factor.
Conditional Formatting is used for the Vendor A-C scores, SRONTO™ Rank, and Negotiation.