Prep Partner Evaluation Worksheet
Stay or Switch: The Prep Partner Evaluation Worksheet
Compare your Current Solution and every challenger on the same page, against the same definitions. Your Current Solution is a candidate too, and the only one you already have data on.
Work through it in order. The baseline comes first, because it's the acceptance test for everything after it.
Example entries shown so you can see how it scores
Your entries stay in this browser only.
Who are you comparing?
Names carry through the scorecard and every step below.
ScorecardUpdates as you fill in Steps 2 and 3
Step 1
Your baseline
Pull at least 90 days of your own operating data. Record ordinary weeks and peak or launch weeks separately. A partner who handles a flat week well and a peak week badly has a capacity problem, not a process problem.
| Measure | Your measurements | What excellent looks like | Versus excellent |
|---|---|---|---|
Step 2
Three gates
Any failures on these gates should be deeply investigated before proceeding.
| Gate | |||
|---|---|---|---|
| Gates passed |
Step 3
Three checklists
Step 4
Stay or switch
Stay when all four are true
Switch when any of these is true
Before you switch, check your own operation
Step 5
The decision, on one page
Gates and checklist results fill in from earlier steps.
| Item | Your answer |
|---|---|
| Decision |