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 ActivityTracker
- 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.
Templates like this one
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3 sections, 14 tasks
Questions
Run it with the dates filled in.
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