Question Checklist: In Reference to 10 Do’s and Don’ts for Vendor Reference Calls
- How did you come across vendor?
- What type of selection process did you employ—RFP, single source?
- Did you consider other vendors?
- Why did you decide to go with vendor?
- Is the vendor still providing services or has the engagement been completed?
- What are the strengths of the vendor?
- How well did the vendor understand your business needs?
- Did the vendor fully meet your expectations on the engagement?
- Did the vendor fully understand your business needs in the design of the engagement?
- Did the vendor maintain clear communications and engagement during all phases of the engagement? What could the vendor have done to better communicate?
- On a scale of 1 – 5, with 5 being the highest, how satisfied are you with the skills of the people from the vendor who worked on this engagement? Ask why if they didn’t get a 5.
- Was the engagement managed effectively? What could the vendor have done better?
- Did you have to make any changes to the contract after vendor began performing, such as change controls?
- Where the different millstones reached on time?
- One a scale of 1 – 5, with 5 being the highest, how satisfied are you with how the vendor delivered on the project? Ask why if less than 5
- Was there a point on the project where the vendor let you down, underperformed, or disappointed you? If so, how was this resolved?
- What one thing could the vendor have done to improve your overall experience with them?
- If there was one thing you could have changed about the vendor in the performance of the engagement, what would it be?
- If you needed additional services in the future similar to what the vendor provides, what is the likelihood that you would choose the vendor again?
- What advice do you have for me in working with the vendor?
- Are there any important questions that I should have asked but didn’t?
- Can I come back to you if I have follow-up questions?
Author of this post: Michiel Jongsma