Engagement Survey Vendor Selection Scorecard

Weighted scorecard for evaluating employee engagement survey vendors across benchmarking, analytics, action planning, anonymity controls, data security, integrations, pricing, and implementation support, with hard fail gates before scoring.

Hard Fail Gates

• Does the vendor support anonymous employee surveys by default, with configurable anonymity controls by audience or population?
  Select Yes or No. A No response is a hard fail gate.
• Does the vendor provide documented data security controls and compliance evidence appropriate for employee survey data?
  Select Yes or No. A No response is a hard fail gate.
• Can the vendor meet your required implementation timeline and support model?
  Select Yes or No. A No response is a hard fail gate.
• Does the vendor integrate with your required identity, HRIS, or collaboration systems?
  Select Yes or No. A No response is a hard fail gate.

Core Capability Scorecard

• Benchmarking depth and relevance
  Rate the vendor's industry benchmarks, peer group matching, and ability to compare results to meaningful external norms.
• Analytics and reporting usefulness
  Rate dashboard quality, drill-downs, segmentation, trend analysis, and the ability to identify engagement drivers.
• Action planning and manager follow-through
  Rate whether the platform helps managers prioritize actions, assign owners, track progress, and improve intent to stay.
• Anonymity controls and response protection
  Rate protections such as minimum group thresholds, comment masking, anonymity guarantees, and safeguards against re-identification.
• Data security and privacy posture
  Rate security documentation, access controls, retention options, auditability, and privacy practices.
• Integrations and data flow flexibility
  Rate API availability, HRIS sync, SSO, export options, and ease of maintaining accurate employee populations.
• Pricing transparency and total cost of ownership
  Rate clarity of licensing, implementation, support, add-ons, and renewal risk.
• Implementation support and customer success
  Rate onboarding quality, project management, training, launch support, and post-launch responsiveness.

Decision Notes

• What are the top 3 reasons this vendor should move forward?
  Summarize the strongest differentiators that would influence the final selection.
• What are the top 3 risks, gaps, or concerns with this vendor?
  Capture concerns that could affect adoption, data quality, security, or implementation success.
• What follow-up questions or proof points are still needed before a final decision?
  List demos, references, security artifacts, pricing details, or implementation clarifications still required.
• Anything else?
  Add any additional notes that could affect the vendor selection decision.