Free project template
Vendor evaluation template with every task dated from the day you start
Requirements, shortlist, demos, references, decision: choosing a supplier in four weeks.
- 3 sections
- 14 tasks
- Opens as a list
- Dated from day 1
Vendor evaluation
Days count from the day you start. In the app, pick a start or a finish date and each task lands on a real day.
Week 1
- Requirements: must have, nice to have, must notDay 1High
- Budget and the decision dateDay 2
- Longlist from research and recommendationsDay 5
- Shortlist threeDay 7
Weeks 2 and 3
- Demo: vendor ADay 10, 10:00
- Demo: vendor BDay 12, 10:00
- Demo: vendor CDay 15, 10:00
- Score each demo against the requirements the same dayDay 15
- Call two references per vendorDay 19
- Get the contracts and read the exit termsDay 20
Week 4
- Decision with reasons, one pageDay 24High
- Negotiate the price and the termsDay 26
- SignDay 29
- Tell the vendors who did not winDay 29
About this template
Choosing a vendor by whoever demoed last is how bad contracts start. This project runs a fair four weeks: requirements written first, three demos scored the same way, references called, and a decision with reasons.
Tips from the template
- Write the requirements before you see a demo.
- Score every demo on the same sheet.
- Call the references yourself.
How to use it in Palby Planner
- 1Open Tasks and choose Templates.
- 2Find Vendor evaluation and open it. You see every section and task before anything is added.
- 3Pick the day you start, or the day it has to be done by. Every date moves with it.
- 4Press Use template. Rename the project, then work down the list.
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Questions
Yes. Copy it as a checklist or print it, with no sign-up. Using it inside Palby Planner, with the dates filled in, needs an account.
Each task has a day counted from the start: Day 1, Day 3 and so on. In Palby Planner you pick a start date or a finish date, and every task lands on a real day. Tasks that repeat keep repeating.
Yes. It's your project: rename it, add tasks, delete the ones you don't need. Save your version with Save as template and it's there next time.
Describe it in a sentence and the AI in Tasks writes a template for it, with sections and dates you can change before you use it.
Run it with the dates filled in.
The templates are free. The app puts every task on a real date.