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الموضوع: CONSULTANT EVALUATION FORM

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    CONSULTANT EVALUATION FORM

    CONSULTANT EVALUATION FORM


    · Use this form when choosing among candidate consulting organizations and/or consultants (hereinafter candidate).
    · Fill out one form per candidate.
    · Numerical scores on this form should be entered into the Consultant Evaluation Summary Worksheet.
    · Search and Replace all of “<Your Organization Name>” with the name of your organization.
    Project Name:

    Prepared by:

    Date (MM/DD/YYYY):

    <Your Organization Name> Information

    Project Name

    Date of Evaluation

    Candidate Information

    Organization Name

    Organization Address

    Contact Name

    Contact Phone

    Contact E-mail



    For each category below, enter a numerical score in the space provided (Score [ ]) using the following scale:

    1 = Very Dissatisfied (Candidate fails to meet most or all expectations)
    2 = Somewhat Dissatisfied (Candidate fails to meet some expectations)
    3 = Satisfied (Candidate meets expectations)
    4 = More than Satisfied (Candidate exceeds some expectations and meets the rest)
    5 = Extremely Satisfied (Candidate exceeds most expectations; Candidate is everything we hoped for and more)
    1. Prior Experience: (obtain résumé)
    Score [ ]

    · Has candidate worked with other comparable organizations?
    [ ] Yes [ ] No

    If Yes, list here:


    · Does candidate have prior experience with relevant technologies or products?
    [ ] Yes [ ] No

    · How recent?


    · How extensive?



    2. Quality Assurance:
    Score [ ]

    · What is the candidate’s process to ensure accurate delivery of project requirements?


    · What steps does the candidate take to ensure that what they deliver is actually what its customer needed?


    3. Staffing w/ Direct Experience: (obtain résumés)
    Score [ ]

    · Will the individual consultants whose resumes we have been given actually be assigned to our project?
    [ ] Yes [ ] No

    · Does the consulting staff assigned to our project have experiences that are relevant and recent as it relates to our requirements?


    4. References:
    Score [ ]

    · Can the candidate cite examples of comparable projects they have done that were actually implemented and used by its customer?


    · Did the customers consider these projects successful?


    · List reference names:





    5. Fee Structure: (obtain sample contract)
    Score [ ]

    · Does the proposed fee cover the entire scope of services that are required?
    [ ] Yes [ ] No

    · Is the fee within our estimates?
    [ ] Yes [ ] No

    · Does the candidate agree to a deliverables-based payment schedule?
    [ ] Yes [ ] No

    Comments:


    6. Impartiality:
    Score [ ]

    · Does the candidate have any partnerships or other allegiances that could compromise its impartiality with respect to this project?


    7. Team Management ability: (Where relevant)
    Score [ ]

    · Can the candidate document the effectiveness of their team management skills? Give examples here:


    8. Project Management Ability:
    Score [ ]

    · What does the candidate provide as evidence of effective Project Management practice?


    · By what means will the candidate determine and then communicate project status?


    · Does the candidate provide effective issue management and change control processes?



    How does the candidate deal with project risk?


    9. Availability of Resources:
    Score [ ]

    · Does the candidate have sufficient staffing and infrastructure to support the project?
    [ ] Yes [ ] No

    · Will the candidate team be doing other work concurrently that might distract it from this project?
    [ ] Yes [ ] No

    · Will the same individuals be working on the project from start to finish (per role, for example, will the same business analyst(s) gather and document all requirements?)
    [ ] Yes [ ] No

    · If candidate staff will be working off-site, will they be available via phone? E-mail? IM? Other means?


    10. Office Location:
    Score [ ]

    · What is the distance from the candidate organization’s office to the relevant <Your Organization Name> office(s)?


    · Will individual consultants be traveling from distant locations? If Yes, will that affect availability?


    11. Code of Ethics: (obtain a copy, if available)
    Score [ ]

    · Does the candidate adhere to a formal Code of Ethics?
    [ ] Yes [ ] No

    · Can the candidate offer evidence that it adheres to an ethical practice?



  2. الأعضاء الذين قالوا شكراً لـ سارة نبيل على المشاركة المفيدة:

    رمزة الزبير (25/7/2012)

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