The best time to evaluate an organization is when you are interviewing them. By using this training vendor scorecard in real-time, your unfiltered opinions will bubble to the top, providing the most authentic evaluation possible. By creating a scorecard, you can easily compare the responses that the various companies provided and you can create your own “scoring” of each answer to help you reach a numerical winner. The scorecard is a good exercise, but it should not supersede how you feel about the organization. You are selecting a company to have a relationship with. You want to feel like you’ve selected a company you are proud to be associated. You want a company that is trustworthy. That’s why, even if one company outscores the others in every category, the ranking they earn as trustworthy should supersede everything else.

1. How to use this scorecard
1. For each category listed (and ones you want to add), rank them by “weight” 1 to 5. For instance, you may be more interested in
how much experience they have versus the creative quality. In that case, you might assign experience a 5 and creative quality a 3.
2. Rank each category from 1-10.
3. Multiply the rank by the weight of this item and enter each weighted total in the box.
4. Add weighted scores for a total score.
SCORECaRD
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Category Weight
COMPANY A
Rank
COMPANY B
Rank
COMPANY C
Rank
COMPANY D
Rank
Do the vendor’s experience and responses align with the
RFP’s stated requirements?
How would you rate the samples demonstrated and/or
submitted by the vendor?
Has the company created any training assets on the
proposed topic?
Can the vendor’s existing training be customized for
your needs or do you need original content?
How much time will be required if it’s being customized vs
developed from scratch?
How much experience does the vendor have in the desired
learning assets that you are seeking to be designed and
developed?
Can the vendor provide a full suite of deliverables:
facilitator and participant guides, job aids, podcasts,
elearning, VILT (webinars), simulations?
Is the provider saying YES to even the most unrealistic
deadlines (sometimes yes is a red flag). Do you really want
to work with a vendor that is promising the impossible?
How experienced are the proposed trainers?
How much experience does the vendor have in the desired
learning platform?
How strong is the creative?
How responsive were they to calls, emails, the RFP?
Do you trust the vendor? Does the vendor’s culture and work
ethic align with your company’s?