As AI capabilities expand and the vendor landscape grows more complex, marketers need a rigorous, repeatable process for evaluating potential technology partners. Developed by MMA Global’s AI Leadership Think Tank — the largest working group of senior marketers focused on responsibly applying AI in marketing, with members from more than 160 brands — this template distills collective expertise into a practical, ready-to-use evaluation framework.
What’s Inside
- Business Context — Define the strategic rationale and expected outcomes for the AI investment
- Vendor Profile — Capture essential vendor information, pricing models, and compliance status
- AI Competency Assessment — Evaluate the vendor’s AI vision, team expertise, innovation pipeline, and Responsible AI commitments
- Use Case Analysis — Document specific applications, automation levels, ROI projections, and risk assessments
- Key Insights & Alternate Providers — Synthesize findings and benchmark against competing solutions
- Demo & Trial Observations — Record hands-on evaluation results with structured scoring
- Responsible AI Alignment — Assess the vendor against your organization’s ethical AI principles
- Final Verdict & Procurement Roadmap — Reach a go/no-go recommendation with a clear path to implementation
- Sample Vendor Questions — 40+ ready-to-use questions spanning technical capabilities, data practices, algorithmic fairness, and legal compliance
How to Use It
Download the Word document, customize it to your organization’s needs, and use it as a living evaluation tool throughout your vendor selection process. The template is designed to be filled in collaboratively across marketing, IT, legal, and procurement teams.
