Playbook: Run Pilots, Evaluate Vendors, and Scale Safely

Step-by-step guidance, templates, and scorecards to design pilots, evaluate vendors objectively, write practical contracts, and operationalize winners.


Template

Vendor Evaluation & Contract Checklist

Interactive checklist and scorecard for evaluating AI vendors and third-party models. Includes structured fields for technical fit, model provenance, security, data handling, SLAs, liability/indemnity, exit/portability, sandbox testing, weighted scoring, and a final recommendation.

Members:
Tool

Vendor Evaluation Scorecard & Contract Checklist

An interactive, saveable vendor evaluation form that standardizes scoring across capabilities, security, data handling, SLAs, and commercial terms; includes a contract-clause checklist and space for red-line requests and negotiation notes.

Members: