agency selection tool
DESCRIPTION
Use this Agency Selection Template to assess, score & compare agencies during the selection process. The scoring criteria entered in this document should be used only as a guideline. We strongly encourage that you work with one of our analysts to customize selection criteria accordingly. 4. Score each agency based on the same criteria. 2. Enter new criteria into "Agency #1", "Agency #2", "Agency #3", "Agency #4" & "Agency #5" tabs (below). 3. Add additional "Agency" tabs if necessary.TRANSCRIPT
Agency Selection Template
4. Score each agency based on the same criteria.
5. Click on the "Rankings" tab to compare the results.
2. Enter new criteria into "Agency #1", "Agency #2", "Agency #3", "Agency #4" & "Agency #5" tabs (below).
3. Add additional "Agency" tabs if necessary.
Use this Agency Selection Template to assess, score & compare agencies during the selection process. The scoring criteria entered in this document should be used only as a guideline. We stronglyencourage that you work with one of our analysts to customize selection criteria accordingly.
Action Steps
1. Select and document your criteria for selection.
Score 1 - Strongly Disagree Score 2 - Disagree Score 3 - Somewhat Agree Score 4 - Agree Score 5 - Strongly Agree
Score Additional Notes/Areas of Concern
Has this type of work been done many times before 4
Worked within our industry 5
Understands our business & market 5
Understands our technology & products 3
Worked with companies our size 4
Understands our challenges 5
Enter other criteria here 5
Score Areas of Concern
Excellent communication skills 3
Relevant technical skills 5
Displays great listening skills 4
Problem solving ability 5
Outstanding business acumen 4
Advanced analytical skills 5
Agency Selection Template
Relevant Experience
Skill Set & Approach
Agency #1
Shows open-mindedness 4
Enter other criteria here 5
Enter other criteria here 4
Enter other criteria here 5
Enter other criteria here 4
Enter other criteria here 5
Enter other criteria here 4
Enter other criteria here 5
Score Areas of Concern
Sense of Creativity 5
Sense of Innovation (innovative ideas & approaches) 5
Provides thought leadership 5
Good fit for our culture 4
Ability to grow with us 3
Creativity & Innovation
Enter other criteria here 4
Enter other criteria here 3
Enter other criteria here 3
Enter other criteria here 5
Score Areas of Concern
Has transparent methodology 5
Uses relevant tools to save time 4
Methodology is flexible 3
Clear deliverables & pricing 4
Can meet project timelines 4
Can meet project budget 3
Provides a realistic roadmap 3
Proven toolset & framework 4
Reporting Set-Up (Status Check, etc.) 5
Score Areas of Concern
Ability to achieve objective #1 5
Ability to achieve objective #2 5
Ability to achieve objective #3 2
Ability to achieve objective #4 4
Methodology & Tools
Ability to Achieve Objectives
Ability to achieve objective #5 3
Ability to achieve objective #6 3
Ability to achieve objective #7 4
Score Areas of Concern
Has a clear strategy for our business 4
PR Approach (network approach, theme and agenda setting) 5
MarCom Approach (various channels, consistent messaging, media-ideas, exhibition recommendation) 4
Branding Approach (argumentation & recommendation) 4
Prioritizes tasks well (shows an action plan) 5
Offers Media strategy & planning 4
Regional Focus of Campaigns 3
Innovative Channels / Media Idea 4
Target Audience Approach to Journalists 3
Target Audience Approach to Politicians 4
Concept & Channels Used
Target Audience Approach to Institutional Influencers 4
Target Audience Approach to the Scientific Community 5
Enter additional requirements here 4
Enter additional requirements here 5
Enter additional requirements here 4
Enter additional requirements here 4
Enter additional requirements here 5
Enter additional requirements here 4
Enter additional requirements here 5
Enter additional requirements here 4
Enter additional requirements here 4
Enter additional requirements here 4
Enter additional requirements here 5
Enter additional requirements here 4
Enter additional requirements here 4
Enter additional requirements here 3
Enter additional requirements here 4
Enter additional requirements here 4
Enter additional requirements here 4
Enter additional requirements here 3
Enter additional requirements here 4
Score 1 - Strongly Disagree Score 2 - Disagree Score 3 - Somewhat Agree Score 4 - Agree Score 5 - Strongly Agree
Score Additional Notes/Areas of Concern
Has this type of work been done many times before 2
Worked within our industry 3
Understands our business & market 4
Understands our technology & products 2
Worked with companies our size 3
Understands our challenges 4
Enter other criteria here 2
Score Areas of Concern
Excellent communication skills 3
Relevant technical skills 4
Displays great listening skills 3
Problem solving ability 4
Outstanding business acumen 3
Advanced analytical skills 3
Agency Selection Template
Relevant Experience
Skill Set & Approach
Agency #2
Shows open-mindedness 3
Enter other criteria here 2
Enter other criteria here 3
Enter other criteria here 3
Enter other criteria here 3
Enter other criteria here 2
Enter other criteria here 3
Enter other criteria here 3
Score Areas of Concern
Sense of Creativity 5
Sense of Innovation (innovative ideas & approaches) 2
Provides thought leadership 4
Good fit for our culture 3
Creativity & Innovation
Ability to grow with us 3
Enter other criteria here 3
Enter other criteria here 3
Enter other criteria here 4
Enter other criteria here 3
Score Areas of Concern
Has transparent methodology 3
Uses relevant tools to save time 2
Methodology is flexible 4
Clear deliverables & pricing 2
Can meet project timelines 3
Can meet project budget 4
Provides a realistic roadmap 2
Proven toolset & framework 3
Reporting Set-Up (Status Check, etc.) 3
Score Areas of Concern
Ability to achieve objective #1 3
Ability to achieve objective #2 3
Ability to achieve objective #3 4
Ability to Achieve Objectives
Methodology & Tools
Ability to achieve objective #4 3
Ability to achieve objective #5 2
Ability to achieve objective #6 3
Ability to achieve objective #7 4
Score Areas of Concern
Has a clear strategy for our business 3
PR Approach (network approach, theme and agenda setting) 4
MarCom Approach (various channels, consistent messaging, media-ideas, exhibition recommendation) 3
Branding Approach (argumentation & recommendation) 2
Prioritizes tasks well (shows an action plan) 4
Offers Media strategy & planning 2
Regional Focus of Campaigns 4
Innovative Channels / Media Idea 2
Target Audience Approach to Journalists 2
Concept & Channels Used
Target Audience Approach to Politicians 4
Target Audience Approach to Institutional Influencers 4
Target Audience Approach to the Scientific Community 3
Enter additional requirements here 3
Enter additional requirements here 2
Enter additional requirements here 3
Enter additional requirements here 2
Enter additional requirements here 3
Enter additional requirements here 4
Enter additional requirements here 2
Enter additional requirements here 3
Enter additional requirements here 4
Enter additional requirements here 2
Enter additional requirements here 3
Enter additional requirements here 3
Enter additional requirements here 4
Enter additional requirements here 4
Enter additional requirements here 4
Enter additional requirements here 3
Enter additional requirements here 2
Enter additional requirements here 3
Enter additional requirements here 4
Score 1 - Strongly Disagree Score 2 - Disagree Score 3 - Somewhat Agree Score 4 - Agree Score 5 - Strongly Agree
Score Additional Notes/Areas of Concern
Has this type of work been done many times before 1
Worked within our industry 1
Understands our business & market 2
Understands our technology & products 1
Worked with companies our size 2
Understands our challenges 1
Enter other criteria here 2
Score Areas of Concern
Excellent communication skills 1
Relevant technical skills 2
Displays great listening skills 2
Problem solving ability 1
Outstanding business acumen 1
Advanced analytical skills 1
Agency Selection Template
Relevant Experience
Skill Set & Approach
Agency #3
Shows open-mindedness 1
Enter other criteria here 2
Enter other criteria here 2
Enter other criteria here 1
Enter other criteria here 2
Enter other criteria here 3
Enter other criteria here 1
Enter other criteria here 3
Score Areas of Concern
Sense of Creativity 1
Sense of Innovation (innovative ideas & approaches) 2
Provides thought leadership 2
Good fit for our culture 2
Creativity & Innovation
Ability to grow with us 2
Enter other criteria here 1
Enter other criteria here 1
Enter other criteria here 3
Enter other criteria here 1
Score Areas of Concern
Has transparent methodology 1
Uses relevant tools to save time 2
Methodology is flexible 1
Clear deliverables & pricing 1
Can meet project timelines 1
Can meet project budget 2
Provides a realistic roadmap 2
Proven toolset & framework 3
Reporting Set-Up (Status Check, etc.) 1
Score Areas of Concern
Ability to achieve objective #1 1
Ability to achieve objective #2 2
Ability to achieve objective #3 2
Ability to Achieve Objectives
Methodology & Tools
Ability to achieve objective #4 1
Ability to achieve objective #5 2
Ability to achieve objective #6 3
Ability to achieve objective #7 2
Score Areas of Concern
Has a clear strategy for our business 1
PR Approach (network approach, theme and agenda setting) 2
MarCom Approach (various channels, consistent messaging, media-ideas, exhibition recommendation) 1
Branding Approach (argumentation & recommendation) 2
Prioritizes tasks well (shows an action plan) 1
Offers Media strategy & planning 1
Regional Focus of Campaigns 1
Innovative Channels / Media Idea 2
Target Audience Approach to Journalists 2
Concept & Channels Used
Target Audience Approach to Politicians 1
Target Audience Approach to Institutional Influencers 2
Target Audience Approach to the Scientific Community 1
Enter additional requirements here 2
Enter additional requirements here 2
Enter additional requirements here 2
Enter additional requirements here 1
Enter additional requirements here 1
Enter additional requirements here 1
Enter additional requirements here 1
Enter additional requirements here 2
Enter additional requirements here 2
Enter additional requirements here 2
Enter additional requirements here 1
Enter additional requirements here 1
Enter additional requirements here 1
Enter additional requirements here 1
Enter additional requirements here 2
Enter additional requirements here 2
Enter additional requirements here 2
Enter additional requirements here 2
Enter additional requirements here 2
Score 1 - Strongly Disagree Score 2 - Disagree Score 3 - Somewhat Agree Score 4 - Agree Score 5 - Strongly Agree
Score Additional Notes/Areas of Concern
Has this type of work been done many times before 4
Worked within our industry 5
Understands our business & market 3
Understands our technology & products 2
Worked with companies our size 4
Understands our challenges 1
Enter other criteria here 2
Score Areas of Concern
Excellent communication skills 4
Relevant technical skills 2
Displays great listening skills 2
Problem solving ability 1
Outstanding business acumen 2
Advanced analytical skills 2
Agency Selection Template
Relevant Experience
Skill Set & Approach
Agency #4
Shows open-mindedness 4
Enter other criteria here 2
Enter other criteria here 2
Enter other criteria here 4
Enter other criteria here 2
Enter other criteria here 3
Enter other criteria here 4
Enter other criteria here 3
Score Areas of Concern
Sense of Creativity 1
Sense of Innovation (innovative ideas & approaches) 4
Provides thought leadership 4
Good fit for our culture 4
Creativity & Innovation
Ability to grow with us 2
Enter other criteria here 2
Enter other criteria here 1
Enter other criteria here 2
Enter other criteria here 1
Score Areas of Concern
Has transparent methodology 1
Uses relevant tools to save time 2
Methodology is flexible 2
Clear deliverables & pricing 4
Can meet project timelines 1
Can meet project budget 4
Provides a realistic roadmap 3
Proven toolset & framework 3
Reporting Set-Up (Status Check, etc.) 1
Score Areas of Concern
Ability to achieve objective #1 1
Ability to achieve objective #2 4
Ability to achieve objective #3 2
Ability to Achieve Objectives
Methodology & Tools
Ability to achieve objective #4 4
Ability to achieve objective #5 2
Ability to achieve objective #6 3
Ability to achieve objective #7 4
Score Areas of Concern
Has a clear strategy for our business 1
PR Approach (network approach, theme and agenda setting) 4
MarCom Approach (various channels, consistent messaging, media-ideas, exhibition recommendation) 1
Branding Approach (argumentation & recommendation) 4
Prioritizes tasks well (shows an action plan) 1
Offers Media strategy & planning 4
Regional Focus of Campaigns 1
Innovative Channels / Media Idea 2
Target Audience Approach to Journalists 2
Concept & Channels Used
Target Audience Approach to Politicians 4
Target Audience Approach to Institutional Influencers 2
Target Audience Approach to the Scientific Community 1
Enter additional requirements here 2
Enter additional requirements here 2
Enter additional requirements here 4
Enter additional requirements here 1
Enter additional requirements here 1
Enter additional requirements here 1
Enter additional requirements here 1
Enter additional requirements here 4
Enter additional requirements here 2
Enter additional requirements here 4
Enter additional requirements here 2
Enter additional requirements here 1
Enter additional requirements here 2
Enter additional requirements here 1
Enter additional requirements here 2
Enter additional requirements here 2
Enter additional requirements here 2
Enter additional requirements here 4
Enter additional requirements here 2
Score 1 - Strongly Disagree Score 2 - Disagree Score 3 - Somewhat Agree Score 4 - Agree Score 5 - Strongly Agree
Score Additional Notes/Areas of Concern
Has this type of work been done many times before 4
Worked within our industry 3
Understands our business & market 2
Understands our technology & products 2
Worked with companies our size 4
Understands our challenges 1
Enter other criteria here 5
Score Areas of Concern
Excellent communication skills 1
Relevant technical skills 5
Displays great listening skills 4
Problem solving ability 1
Outstanding business acumen 3
Advanced analytical skills 2
Agency Selection Template
Relevant Experience
Skill Set & Approach
Agency #5
Shows open-mindedness 4
Enter other criteria here 5
Enter other criteria here 5
Enter other criteria here 1
Enter other criteria here 5
Enter other criteria here 3
Enter other criteria here 5
Enter other criteria here 3
Score Areas of Concern
Sense of Creativity 1
Sense of Innovation (innovative ideas & approaches) 5
Provides thought leadership 4
Good fit for our culture 4
Creativity & Innovation
Ability to grow with us 4
Enter other criteria here 4
Enter other criteria here 1
Enter other criteria here 3
Enter other criteria here 5
Score Areas of Concern
Has transparent methodology 1
Uses relevant tools to save time 5
Methodology is flexible 5
Clear deliverables & pricing 5
Can meet project timelines 3
Can meet project budget 3
Provides a realistic roadmap 5
Proven toolset & framework 4
Reporting Set-Up (Status Check, etc.) 4
Score Areas of Concern
Ability to achieve objective #1 5
Ability to achieve objective #2 4
Ability to achieve objective #3 2
Ability to Achieve Objectives
Methodology & Tools
Ability to achieve objective #4 3
Ability to achieve objective #5 4
Ability to achieve objective #6 5
Ability to achieve objective #7 2
Score Areas of Concern
Has a clear strategy for our business 5
PR Approach (network approach, theme and agenda setting) 4
MarCom Approach (various channels, consistent messaging, media-ideas, exhibition recommendation) 3
Branding Approach (argumentation & recommendation) 2
Prioritizes tasks well (shows an action plan) 5
Offers Media strategy & planning 4
Regional Focus of Campaigns 4
Innovative Channels / Media Idea 4
Target Audience Approach to Journalists 4
Concept & Channels Used
Target Audience Approach to Politicians 3
Target Audience Approach to Institutional Influencers 3
Target Audience Approach to the Scientific Community 4
Enter additional requirements here 4
Enter additional requirements here 4
Enter additional requirements here 4
Enter additional requirements here 3
Enter additional requirements here 3
Enter additional requirements here 3
Enter additional requirements here 4
Enter additional requirements here 4
Enter additional requirements here 3
Enter additional requirements here 3
Enter additional requirements here 3
Enter additional requirements here 4
Enter additional requirements here 4
Enter additional requirements here 4
Enter additional requirements here 4
Enter additional requirements here 4
Enter additional requirements here 3
Enter additional requirements here 3
Enter additional requirements here 3
Agency Selection Template
Criteria Agency #1 Agency #2 Agency #3 Agency #4 Agency #5
Experience 4.4 2.9 1.4 3.0 3.0
Skill Set & Approach 4.4 3.0 1.6 2.6 3.4
Creativity & Innovation 4.1 3.3 1.7 2.3 3.4
Methodology & Tools 3.9 2.9 1.6 2.3 3.9
Ability to Achieve Objectives 3.7 3.1 1.9 2.9 3.6
Concept & Channels Used 4.1 3.1 1.5 2.2 3.6
Agency Score 24.7 18.3 9.7 15.3 20.9
Agency Fit Index
0.0
1.0
2.0
3.0
4.0
5.0Experience
Skill Set & Approach
Creativity & Innovation
Methodology & Tools
Ability to Achieve Objectives
Concept & Channels Used