Table of Contents: Vendor Scorecard Workbook
This workbook provides a comprehensive framework for evaluating vendor proposals, conducting demos, and synthesizing scores into a final recommendation.
I. Governance & Documentation
Foundational sheets covering the legal, instructional, and methodological rules of the workbook.
| Tab Name | Brief Recap of Purpose |
|---|---|
| Copyright | Outlines intellectual property rights and usage permissions. |
| Read Me | High-level introduction to the workbook's purpose and version history. |
| Playbook Terms | A glossary of standard definitions and evaluation terminology. |
| Instructions | Step-by-step guidance for users on how to populate each section. |
| Elements of Scoring | Defines the scoring philosophy and quantitative logic used. |
| Scoring Flow | A roadmap showing how data flows from entry to the final recap. |
| Copy Process | Best practices for duplicating tabs without breaking formula links. |
II. Setup & Configuration
Configuration sheets where you define your specific project requirements and weights.
| Tab Name | Brief Recap of Purpose |
|---|---|
| Structure Needs | Used to define the primary technical and business categories for the RFP. |
| Focus on Vital Needs | A prioritization matrix to separate "Must-Haves" from "Nice-to-Haves." |
| Design Questions | The workspace for drafting and refining evaluation questions. |
| Enter Scoring Basis | Master Config: Sets the 0–5 rating scales and Decision Factor weights. |
| Track Deleted Questions | Audit log for questions removed during the internal vetting process. |
III. Evaluation & Scoring
The "Live" sheets where evaluators input vendor scores.
| Tab Name | Brief Recap of Purpose |
|---|---|
| Score Min. Needs Checklist | A preliminary pass/fail gate for mandatory requirements. |
| Score Minimum Needs | Itemized scoring for baseline vendor capabilities. |
| Create Vendor Scorecard | The primary data entry sheet for scoring RFP responses and stages. |
| Create Vendor Scorecard 17 | An alternate version of the scorecard (likely for additional vendors). |
IV. Synthesis & Reporting
Dashboards and narrative areas that aggregate data into a final recommendation.
| Tab Name | Brief Recap of Purpose |
|---|---|
| Recap Scores & Stats | The main dashboard; provides dynamic totals and percentage scores. |
| Recap Scores & Stats 17 | Summary stats for the alternate vendor scorecard (Tab 17). |
| Recap SPRONTO Narrative | A section for qualitative commentary and executive summaries. |
| Recommend Vendor | Final ranking of vendors based on weighted quantitative performance. |
| Recommend Vendor 17 | Final ranking for the alternate vendor set. |
| Recommend Vendor - HB | "Harvey Ball" visualization for simplified executive reporting. |
| Recommend Vendor 17 HB | Harvey Ball visualization for the alternate vendor set. |
V. Reference & Example Library
Pre-populated samples and consensus tools used for training and calibration.
| Category | Tab Names Included |
|---|---|
| Example Scorecards | Score Proposals Example, Score Interviews-Demos Example, Score Field Visits Example |
| Consensus Samples | Score Consensus Example (1 through 6) |
| System Logic | Score Minimum Needs Example, Create Vendor Scorecard Example, Recap Scores & Stats Example, Recommend Vendor Example |
VI. Backend Logic
System-level tabs that support the workbook's automated features.
| Feature | Description |
|---|---|
| Linked Worksheets-Dropdowns | Powers the data validation lists throughout the workbook. |
| Linked Worksheets-Scores | Contains background calculations for tab-to-tab linking. |
