GUIDE

Run A Clean Evaluation For Employee Recognition And Rewards Vendors

This buyer’s kit gives HR, Total Rewards, and procurement teams everything they need to run a structured selection process for recognition platforms. Use it to define requirements, coordinate stakeholders, and choose a vendor based on data instead of gut feel.

vendor evaluation kit

What's inside

  • A needs assessment checklist and requirements matrix to capture objectives, KPIs, budget, timelines, and functional must-haves before you talk to vendors.
  • A tips and best practices guide that shows you how to frame the business problem, involve IT, Finance, and leadership early, and avoid “tech first” traps.
  • Ready-made stakeholder email templates to kick off the project, brief IT and Finance, and keep everyone aligned from shortlist to final decision.
  • A vendor question guide plus a weighted scorecard template so you can compare platforms on integrations, security, UX, rewards catalog, analytics, and services using the same criteria.
  • A step-by-step evaluation timeline and decision framework that covers internal prep, vendor outreach, deep-dive assessments, scoring, and final selection.