Operations Runbook

Vendor Evaluation Scorecard

Compare vendors against business requirements, evidence, risk, implementation effort, and total cost to support a defensible decision.

Try this Runbook

Goal

Create an evidence-based vendor comparison that makes requirements, trade-offs, risk, and unanswered questions visible to the decision maker.

Success Criteria

  • Mandatory requirements are separated from scored preferences.
  • Weights reflect stated business priorities and total 100%.
  • Scores cite supplied evidence and expose missing verification.
  • The recommendation explains trade-offs instead of hiding them in a total score.

Inputs

  • Business need, scope, and decision deadline
  • Candidate vendors and supplied proposals
  • Mandatory requirements and evaluation criteria
  • Budget, contract term, and implementation constraints
  • Security, privacy, legal, support, and integration requirements
  • Stakeholders and approval process

Constraints

  • Do not guess missing capabilities, prices, contract terms, or compliance status.
  • Treat marketing claims as unverified until supported.
  • Keep disqualifying requirements outside the weighted score.
  • Do not replace security, legal, procurement, or financial review.

Instructions

  1. Restate the problem, decision, stakeholders, and non-negotiable requirements.
  2. Define five to eight scored criteria and assign weights totaling 100%.
  3. Set a consistent scoring scale with evidence standards.
  4. Score each vendor using only supplied evidence and mark unknowns.
  5. Compare total cost, implementation effort, dependencies, and material risks.
  6. Run a sensitivity check on the highest-weight criteria.
  7. Recommend a next step and the validation still required.

Output

  • Decision context
  • Mandatory requirement check
  • Weighted scorecard
  • Cost and implementation comparison
  • Risks and unanswered questions
  • Recommendation with trade-offs

Quality Check

Recalculate weights and totals, confirm each score has evidence, and check whether one changed assumption would reverse the recommendation.

Stop Rules

Stop short of selecting or contracting a vendor. Escalate security, privacy, legal, and material financial questions to the responsible reviewers.

From procedure to operation

Put this Runbook into a controlled workflow.

Learn how an SOP becomes a Runbook, choosemeaningful review points, thencompare plans and capacity.

Ready to handoff busywork?

Start my free trial