Use at the selection table
Open the field tool that matches the decision in front of the team.
These cards help a nonprofit prepare its need, scope, evidence requests, scorecard, reference calls, and knowledge transfer. They do not verify, rank, endorse, or refer consultants and do not replace procurement policy, a contract, or qualified review.
Write a consulting decision memo
A software problem feels urgent, but the team has not decided whether it needs consulting, vendor support, training, or an internal process fix.
02 / ScopeMap the current system before the RFP
Staff can describe frustrations, but nobody has one view of the records, handoffs, integrations, owners, and workarounds involved.
03 / EvidenceRequest relevant consultant evidence
Proposals contain broad sector experience, partner badges, testimonials, or case studies without showing who did what.
04 / SelectionRun an evidence-based proposal scorecard
Several proposals use different language and formats, making the team compare impressions instead of the same decision criteria.
05 / EvidenceConduct useful reference calls
The shortlist is credible on paper and the team needs direct evidence about delivery, communication, change, and handoff.
06 / HandoffPlan knowledge transfer before signing
The proposal focuses on configuration or launch but says little about documentation, staff capability, access removal, or support after delivery.