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Consultant Evaluation Matrix

Decision Making Criterion                     Necessity      Consultant 1      Consultant 2   Consultant 3

Relevant Experience Requirements
Has done this work many times                  Must Have          1                 1              3
Worked within our industry                     Must Have          2                 1              3
Understands our business well                  Must Have          1                 3              3
Experience is recent (2-3 years)               Must Have          1                 2              1
Worked with companies our size                 Must Have          1                 1              1
Strong academic credentials                    Must Have          1                 3              2
Relevant Experience Requirements Total (18)                       7                11             13

Skill Set Requirements
Excellent communication skills                 Must Have          1                 2              3
Relevant technical skills                      Must Have          2                 1              3
Knowledge of vendor solutions                  Must Have          3                 1              2
Project management history                     Must Have          3                 1              3
Outstanding business acumen                   Nice to Have        2                 1              3
Advanced analytical skills                     Must Have          1                 1              3
Displays great listening skills                Must Have          1                 2              3
Problem solving ability                        Must Have          2                 1              3
Is viewed as a leader                          Must Have          3                 1              2
Can build a solid team                         Must Have          3                 1              3
Shows open-mindedness                               Must Have     2    1    3
Creative/innovative skills                          Must Have     1    1    3
Strategic planning & prioritization competencies    Must Have     1    1    3
Skill Set Requirements Total (39)                                 25   15   37

Professionalism Requirements
Offered references/testimonials                     Must Have     2    2    2
Sensitive to political issues                       Must Have     1    3    3
Provides thought leadership                         Must Have     2    1    2
Has history of punctuality                         Nice to Have   3    1    2
Dresses appropriately                              Nice to Have   2    3    3
Calm professional attitude                         Nice to Have   1    2    3
Displays integrity & honesty                       Nice to Have   2    3    3
Has no axe to grind                                Nice to Have   1    2    3
Professionalism Requirements Total (24)                           14   17   21

Consulting Methodology & Tools Requirements
Has transparent methodology                         Must Have     1    2    3
Uses relevant tools to save time                    Must Have     2    2    2
Methodology is flexible                             Must Have     3    3    1
Clear deliverable & pricing                        Nice to Have   2    1    3
Can meet project timelines                         Nice to Have   2    1    3
Can meet project budget                             Must Have     2    1    3
Provides realistic roadmap                          Must Have     2    1    3
Proven toolset & framework                               Must Have   2    1    3
Consulting Methodology & Tools Requirements Total (24)               16   12   21

Personality & Fit Requirements
Has likeable character                                   Must Have   1    2    3
Good fit for our culture                                 Must Have   2    2    2
Willingness to give 110%                                 Must Have   3    3    1
Is respected by senior staff                             Must Have   2    1    3
Guarantees quality of work                               Must Have   2    1    3
Can pull our team together                               Must Have   2    1    3
Personality & Fit Requirements Total (18)                            12   10   15

Total for All Requirements (123)                                     74   65   107
Consultant Evaluation Matrix

Decision Making Criterion         Consultant 1   Consultant 2   Consultant 3                     Consultant Fit Pentagon


Relevant Experience                  39%            61%            72%                                                           Consultant 1
                                                                                                          Relevant               Consultant 2
                                                                                                         Experience
                                                                                                       100%                      Consultant 3

Skill Set                            64%            38%            95%                                  80%

                                                                                                        60%


                                                                               Personality &            40%
                                                                                                                               Skill Set
Professionalism                      58%            71%            88%              Fit
                                                                                                        20%

                                                                                                         0%


Consulting Methodology & Tools       67%            50%            88%


                                                                                          Consulting
Personality & Fit                    67%            56%            83%                   Methodology
                                                                                                                      Professionalis
                                                                                                                            m
                                                                                           & Tools



Consultant Rating (out of 100%)      59%            55%            85%

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Consultant Evaluation Matrix

  • 1. Consultant Evaluation Matrix Decision Making Criterion Necessity Consultant 1 Consultant 2 Consultant 3 Relevant Experience Requirements Has done this work many times Must Have 1 1 3 Worked within our industry Must Have 2 1 3 Understands our business well Must Have 1 3 3 Experience is recent (2-3 years) Must Have 1 2 1 Worked with companies our size Must Have 1 1 1 Strong academic credentials Must Have 1 3 2 Relevant Experience Requirements Total (18) 7 11 13 Skill Set Requirements Excellent communication skills Must Have 1 2 3 Relevant technical skills Must Have 2 1 3 Knowledge of vendor solutions Must Have 3 1 2 Project management history Must Have 3 1 3 Outstanding business acumen Nice to Have 2 1 3 Advanced analytical skills Must Have 1 1 3 Displays great listening skills Must Have 1 2 3 Problem solving ability Must Have 2 1 3 Is viewed as a leader Must Have 3 1 2 Can build a solid team Must Have 3 1 3
  • 2. Shows open-mindedness Must Have 2 1 3 Creative/innovative skills Must Have 1 1 3 Strategic planning & prioritization competencies Must Have 1 1 3 Skill Set Requirements Total (39) 25 15 37 Professionalism Requirements Offered references/testimonials Must Have 2 2 2 Sensitive to political issues Must Have 1 3 3 Provides thought leadership Must Have 2 1 2 Has history of punctuality Nice to Have 3 1 2 Dresses appropriately Nice to Have 2 3 3 Calm professional attitude Nice to Have 1 2 3 Displays integrity & honesty Nice to Have 2 3 3 Has no axe to grind Nice to Have 1 2 3 Professionalism Requirements Total (24) 14 17 21 Consulting Methodology & Tools Requirements Has transparent methodology Must Have 1 2 3 Uses relevant tools to save time Must Have 2 2 2 Methodology is flexible Must Have 3 3 1 Clear deliverable & pricing Nice to Have 2 1 3 Can meet project timelines Nice to Have 2 1 3 Can meet project budget Must Have 2 1 3 Provides realistic roadmap Must Have 2 1 3
  • 3. Proven toolset & framework Must Have 2 1 3 Consulting Methodology & Tools Requirements Total (24) 16 12 21 Personality & Fit Requirements Has likeable character Must Have 1 2 3 Good fit for our culture Must Have 2 2 2 Willingness to give 110% Must Have 3 3 1 Is respected by senior staff Must Have 2 1 3 Guarantees quality of work Must Have 2 1 3 Can pull our team together Must Have 2 1 3 Personality & Fit Requirements Total (18) 12 10 15 Total for All Requirements (123) 74 65 107
  • 4. Consultant Evaluation Matrix Decision Making Criterion Consultant 1 Consultant 2 Consultant 3 Consultant Fit Pentagon Relevant Experience 39% 61% 72% Consultant 1 Relevant Consultant 2 Experience 100% Consultant 3 Skill Set 64% 38% 95% 80% 60% Personality & 40% Skill Set Professionalism 58% 71% 88% Fit 20% 0% Consulting Methodology & Tools 67% 50% 88% Consulting Personality & Fit 67% 56% 83% Methodology Professionalis m & Tools Consultant Rating (out of 100%) 59% 55% 85%