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Evaluating Agency Performance

A guide to help you evaluate the performance and alignment of agencies with your company.

Deliverable Approval Template

A form that standardizes and documents project deliverable approval.

Project Status Report Template

Use this template to help you create a reporting tool that you can use to communicate project status.

A tool to help you plan, organize, manage and control resources in order to achieve specific project related goals.

Build An RFP For Web Design Services

A guide to help you build a request for proposal (RFP) for web design services and evaluate all possible vendors.


A guide to help you learn more about and build your public relations capabilities.

You need to create a tool for selecting ad agencies regarding specific projects designed by your company.

Creative Strategy Survey Tool

This detailed tool helps you communicate your project needs and strategic direction to your creative department or creative agency partner(s).

Public Relations Plan Playbook

Use this step-by-step playbook and set of 16 premium tools and templates to develop a comprehensive public relations strategy & plan.

We created the Consultant Evaluation Matrix to help you compare potential consultants in 5 key areas: Relevant Experience, Skill Set, Professionalism, Consulting Methodology & Tools, and Personality.

A template to document your strategic marketing objectives, initiatives, measures and targets for the next 12-18 months.

This advertising agency selection tool allows your company to evaluate and compare different ad agencies by analyzing the options across a set criterion.

Use this to evaluate and obtain key stakeholder buy-in during a complex sale.

Use this tool to protect yourself & your company when dealing with third-parties.

Project Charter Template

An 8-page project charter template that documents purpose, scope and project plan.

Creative Brief Template

A template to communicate with your agency the strategic direction for creative development.

A template for a Non-Compete Agreement between parties who conduct business together.

Ad Agency Agreement Template

A template for documenting the terms and conditions of your agreement with an ad agency.

Request Information Template

A template to quickly develop Request for Information (RFI) for Ad Agency Selection.

mobile marketing rfp template

A template for a Request for Proposal (RFP) for Mobile Marketing Consulting Services.

Use this to assess, score & compare PR agencies during the selection process.

A self-assessment to rate your capabilities across 6 key success drivers.

Smart Project: Agency Management

Related Resources 

Our Agency Management Smart Project will guide you through the steps to develop a set of solid and transparent agency relationships.  This project plan contains over 25 resources including training courses, playbooks, frameworks, how-to guides, tools, templates, and webinars.