Download - Agency Selection Tool
![Page 1: Agency Selection Tool](https://reader031.vdocument.in/reader031/viewer/2022011716/568bd4e61a28ab2034967ebd/html5/thumbnails/1.jpg)
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.
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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
![Page 3: Agency Selection Tool](https://reader031.vdocument.in/reader031/viewer/2022011716/568bd4e61a28ab2034967ebd/html5/thumbnails/3.jpg)
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
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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
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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
![Page 7: Agency Selection Tool](https://reader031.vdocument.in/reader031/viewer/2022011716/568bd4e61a28ab2034967ebd/html5/thumbnails/7.jpg)
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
![Page 8: Agency Selection Tool](https://reader031.vdocument.in/reader031/viewer/2022011716/568bd4e61a28ab2034967ebd/html5/thumbnails/8.jpg)
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
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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
![Page 11: Agency Selection Tool](https://reader031.vdocument.in/reader031/viewer/2022011716/568bd4e61a28ab2034967ebd/html5/thumbnails/11.jpg)
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
![Page 12: Agency Selection Tool](https://reader031.vdocument.in/reader031/viewer/2022011716/568bd4e61a28ab2034967ebd/html5/thumbnails/12.jpg)
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
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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
![Page 15: Agency Selection Tool](https://reader031.vdocument.in/reader031/viewer/2022011716/568bd4e61a28ab2034967ebd/html5/thumbnails/15.jpg)
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
![Page 16: Agency Selection Tool](https://reader031.vdocument.in/reader031/viewer/2022011716/568bd4e61a28ab2034967ebd/html5/thumbnails/16.jpg)
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
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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
![Page 19: Agency Selection Tool](https://reader031.vdocument.in/reader031/viewer/2022011716/568bd4e61a28ab2034967ebd/html5/thumbnails/19.jpg)
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
![Page 20: Agency Selection Tool](https://reader031.vdocument.in/reader031/viewer/2022011716/568bd4e61a28ab2034967ebd/html5/thumbnails/20.jpg)
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
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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