Evaluation Checklists

Structured scoring frameworks for comparing vendor finalists. Weighted criteria, sample questions, and scoring guides for every category.

Use these checklists after you've narrowed down to 2-4 vendor finalists. Each checklist organizes evaluation criteria into weighted categories — core features, technical and security, total cost of ownership, vendor stability, and implementation support — so you can score proposals consistently instead of relying on gut feel.

Every criterion includes sample questions to ask during demos and reference calls, along with what a strong answer looks like versus a vague deflection. The weighted scoring helps stakeholders align on priorities before vendor conversations start, not after the decision is already made.

Software & SaaS

Agencies & Creative Services

Outsourcing & BPO

Professional Services

Contractors & Freelancers