Vendor Evaluation Checklist
Use this checklist in vendor meetings to cut through the noise, expose assumptions and make better decisions before you commit to anything.
How to use this checklist: Work through each section with your vendor — either in a meeting or when reviewing their proposal. Tick questions they answer clearly. Use the notes space to capture their responses. Any question that gets a vague or evasive answer is worth pressing on.
Notes
Notes
Notes
Notes
Notes
Notes
Notes
Use this section to capture your overall impression of the vendor and proposal after working through the checklist.
Final notes
Want a second opinion?
Bring your completed checklist and we'll review your vendor responses with you — honestly, and without any obligation to use us.