How to evaluate partners
Page contents
Introduction
To get to know each partner, you'll need to talk with them, review their past work, get recommendations and read through proposals. To make a decision, you’ll evaluate and discuss potential partners with your team. The scoring template will help with this process.
Scoring template
The template is a Google Sheet. Make a duplicate and adapt it your needs. The criteria will help assess fit between your organisation, your project, and each potential partner.
How to use this template
- Make a copy of the template - open template, then click File > Make a copy
- Remove criteria that don’t apply to your situation and needs
- Edit criteria and descriptions to fit your situation and needs
- Edit scoring range if desired
When to use this template
- Use it at the long-listing or shortlisting stage
- Use it at the proposal or pitch evaluation stage
Involving others in scoring
- Option 1: To score anonymously, duplicate your adapted sheet and share with colleagues
- Option 2: To score on the same sheet, duplicate the “Score” column
Contributors
This scoring template builds on learnings from past research, plus contributions from:
Suggestions
Do you have feedback or suggestions on how to improve the partner scoring template?
If so, please email noam@dovetail.network.