Vendor & SOW Management — More Output per Dollar (RFPs, SOWs, SLAs, Credits, QA)
Outcome:
- On-time, on-spec, on-budget. I standardize how partners deliver—RFPs, SOWs, SLAs, service credits, rate-card normalization, invoice QA, access security, and DPA/BAA annexes—so timelines hold and costs stay clean.
Commercials & delivery ops
- (what you get)
- RFP Kit & Capability Matrix — standardized scopes, apples-to-apples pricing, pilot→scale gates
- SOW Standards — definition of done, acceptance tests, milestones, change control
- SLAs & Service Credits — on-time/quality thresholds (≥95%), escalation, make-goods
- QA & Acceptance Criteria — file naming/metadata, tag plans, coverage mins, PoP/IO governance, brand-safety/IVT checks
- Rate-Card Normalization & Invoice QA — blended cost tracking, variance flags, usage/IP clauses
- Access & Security — least-privilege, sandbox/prod separation, DAM intake
- Compliance Annexes — OPDP/APLB obligations, DPA/BAA, retention windows
- Vendor Scorecards & QBR Pack — timeliness, quality, governance adherence, ROI trend lines
Proof / Mini-KPIs
−20–30%
scope creep
≥95%
on-time/quality delivery
−10–20%
blended cost per deliverable
Problems solved
- Vague SOWs → change orders & missed dates
- Multiple agencies, no shared standards; QA after launch
- Invoices don’t match scope; non-comparable rate cards
- Access sprawl; weak brand-safety/IVT controls
- No single view of vendor performance and ROI
Partner Performance & Renewal Framework
- How I rate agencies on KPIs (and decide renew vs. replace) I run a scored, evidence-based process—no “vibes,” just delivery.
KPI scorecard
- (weighted)
- Outcomes & ROI (30%) — ROAS/CPA, qualified reach, NBRx/ABRx or lead quality, test-and-learn velocity.
- On-time / On-spec (20%) — hit date & scope, first-time acceptance rate, rework %.
- Data & Governance (20%) — UTM/GA4 accuracy, consent/fair-balance, brand-safety/IVT, evidence packs.
- Collaboration (15%) — response SLAs, documentation, proactive risk flags, cross-team handoffs.
- Cost Discipline (10%) — rate-card adherence, blended cost per deliverable, efficient pacing.
- Innovation (5%) — meaningful optimizations, pilots that scale, automation.
- Scored 0–5 with traffic-light status. Evidence comes from acceptance tests, BI scorecards, SLAs, and invoice QA.
Renewal decision gates
- 4.0–5.0 (Preferred): renew 12 months; consider scope expansion and rate locks.
- 3.0–3.9 (Improve): 90-day improvement plan; partial renewal contingent on meeting milestones.
- <3.0 (At Risk): trigger RFP; month-to-month while we test alternatives. Missed SLAs activate service credits; repeated misses open rate renegotiation or termination clauses.
Scouting & Replacement
- (when needed)
RFP & evaluation (commercial + skills)
- Capability matrix: channel depth (search/social/programmatic/CTV/endemic/POC), analytics (GA4, MMM/MTA), SEO/AEO/GEO, creative ops, localization.
- Scenario exercise: solve a real brand/region problem (brief → plan → sample assets → acceptance tests).
- Data & privacy posture: consent, de-identification, tagging, evidence handling, OPDP/APLB familiarity.
- Commercials: apples-to-apples rate-card, staffing plan, SLAs & credits, implementation timeline.
In the proposal room
(how I help brands/regions choose)
- I sit in the pitches and run a structured rubric so stakeholders compare like-for-like:
- Strategy fit: audience design, claim hierarchy, sequencing (online + offline).
- Execution proof: show GA4/UTM plan, QA checks, sample dashboards/one-pagers.
- Measurement plan: KPI layer, outcome reads, reallocation rules by region/channel.
- Team quality: who’s doing the work, certifications, bench strength, time zone coverage.
- Risk & compliance: fair-balance patterns, brand-safety/IVT controls, escalation paths.
- I ask the hard questions—How do you prevent UTM drift? What’s your IVT threshold and make-good? Show a redline you turned around in 48 hours.
Renewal mechanics
- (clean and fast)
Quarterly QBRs
Scorecard + trend lines + renewal gate call.
Commercial hygiene
Rate-card normalization, invoice QA, usage/IP clauses enforced.
Access security
least-privilege, sandbox/prod split, periodic entitlement reviews.
Contracts
SOW with DPA/BAA and OPDP/APLB annexes; clear change-request flow and sunset terms.
Bottom line
- Partners earn renewals by hitting KPIs and passing acceptance tests. When they don’t, I lead the RFP and proposal evaluation so each brand or region lands the right skills for the required deliverables—at the right price.
FAQs
Can we run branded on LinkedIn?
Possible, but we default to unbranded + route branded to HCP-auth portals. We follow platform policy and OPDP patterns.
How do you keep Meta compliant?
18+ gating, no personal-attribute inferences, fair-balance/disclaimers, strict comment filters, PV/AE triage in ≤24 hours.
How do you prove value beyond clicks?
Qualified events, attention & completion, and outcome cohorts—rolled up in the Decision One-Pager; MMM/MTA exports provided.