Consulting Vision
OPEN PREVIEWGovern performance · PLANNED FORMAT: PDF + Google Sheet

Agency Scorecard

Score agency performance before you renew or replace.

Decision

Keep, tighten or replace the agency.

Preview – no file / no download

VIEW THE METHOD EXCERPT ↓

Neutralised method view

Neutralised example view – no original client data, no downloadable file.

SIX DIMENSIONS · 24 CRITERIA

  • 01 · 4 criteria

    Goal transparency

    Are goals contractually measurable?

  • 02 · 4 criteria

    Reporting quality

    Does reporting show impact or activity?

  • 03 · 4 criteria

    Outcome ownership

    Who is accountable for the outcome, not the delivery?

  • 04 · 4 criteria

    Responsiveness

    How fast is a deviation acted on?

  • 05 · 4 criteria

    Craft depth

    Does the team make its own expert calls?

  • 06 · 4 criteria

    Collaboration

    How clean are the interfaces to sales and internal teams?

Keep

All six dimensions inside the target corridor.

Tighten

Delivery is fine, governance and reporting are not.

Replace

Outcome ownership is structurally missing.

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

Use it when

Before a renewal or while weighing a termination.

Don't use it when

When the contract never defined goals in writing – fix that first.

The decision this tool clarifies

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

The template is enough when …

  • — You have access to reports, contracts and goal definitions.
  • — You can run a factual clarification call yourselves.
  • — It concerns one vendor, not the whole setup.

Marketing leadership makes sense when …

  • — Several vendors run in parallel and nobody owns the interfaces.
  • — Reporting shows activity but no outcome ownership.
  • — The same pattern repeats after every switch.
TEST AGENCY GOVERNANCE IN THE FIT CHECK →

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Every tool is a neutralised method template. It contains no client data, no confidential figures and no customer names.