Risk toolkit/Procure
GRC Tool Shortlist Pack
Lock the weights with the sponsor before anyone sits through a demo. Changing them afterwards looks like you fitted the answer. Score 1-5 after the demos, not during.
Excel workbook
What is in the file
- Weights - seven criteria totalling 100%, with a check that they actually do.
- Scores - 1-5 for three vendors, with dropdowns.
- Results - weighted totals and rank.
- Notes - disqualifiers that override the score, and a demo notes grid.
Disqualifiers sit outside the score
A vendor can win the weighted total and still be the wrong buy. If they cannot produce a board pack in the product, will not write down price including implementation and uplift, tax first-line seats in a way that blocks rollout, or have no usable export path - they are out, regardless of the number.
How to score without lying to yourself
A 5 is rare. If every vendor is a 4 or 5, the criteria are not discriminating. Score independently, then take 30 minutes to agree. Average is fine. Consensus theatre is not required.
Want this running as BAU, not a file
Initia is the platform these templates were taken from. Same fields, without the reconciliation.