Consulting Vision

Templates & Tools

Agency Scorecard

Score agency performance before you renew or replace.

All templates

A six-dimension scoring grid — from goal transparency and reporting quality to outcome ownership. So the renew-or-switch decision rests on evidence.

What's inside

  • Scorecard with six dimensions and 24 criteria
  • Weighting by engagement type
  • Six checks before switching agencies
  • Conversation guide for the clarification call
  • Decision logic: keep, tighten, replace

Who it's for

  • CEOs unsure what their agency actually delivers
  • Companies approaching contract renewal
  • Teams running several vendors in parallel

Outcome

You make the agency call with a score instead of a feeling.

Background reading

The article this asset came out of:

Agency not delivering? Checks before you switch