Buying guides and working tools

Marketing proposal evaluation scorecard

Compare proposals using the same business question and evidence standards. A scorecard should expose important differences rather than create artificial certainty around a supplier ranking.

Compare two marketing proposals

Use your own evidence. Inputs stay in this page, are not sent by this tool and are not saved when you leave. Avoid entering confidential information. Results support a discussion; they do not predict growth or select a provider for you.

Your planning inputs

Download the editable marketing proposal evaluation scorecard

Markdown is plain text: open it in a text editor or copy it into your own planning document. Complete it locally; this page does not collect your answers.

Agree criteria before scoring

Start with relevant experience, understanding of the problem, scope, delivery ownership, evidence quality and total effort. Identify mandatory conditions separately from preferences. A proposal that fails an essential access or capability requirement should not become acceptable because it earns points elsewhere.

Record evidence and tradeoffs

For each criterion, note the specific proposal statement or example that supports your assessment. Distinguish a documented commitment from an assumption. Compare client responsibilities, exclusions and implementation capacity as well as price. Use a simple scale only when the evaluators share the meaning of each level.

Use the discussion to resolve gaps

Review disagreements and ask focused follow-up questions before choosing. Do not hide a significant weakness inside an average score. The editable scorecard includes fields for evidence, uncertainty and the next question. It is a decision aid, not a list of endorsed providers or a claim that one operating model is always best.

Put the decision into practice

  1. Set the common business question.
  2. Separate mandatory conditions.
  3. Define evaluation criteria.
  4. Record supporting evidence.
  5. Resolve important gaps before deciding.

Bring the business question, the evidence already available and the constraints that matter. Discuss your next step with Nancy Chou.

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