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Free template + guide

Video Production Partner Scorecard

A video production partner scorecard is a weighted template for choosing a video agency or production company. Every vendor is scored 1–5 on the same seven criteria, each weighted by what your program needs most, so the final score and tier show which partner fits best. This free download includes the scorecard spreadsheet and a step-by-step vetting guide.

Created by Neriah Kharece, founder of StoryOps AI

What’s inside

  • Seven weighted criteria, from local crew flexibility and interview strength to post-production and budget scalability
  • A 1–5 scoring scale with a clear definition for every score
  • Automatic final scores, tiers from Primary Partner to Disqualified, rankings, and a red-flag rule for dealbreakers
  • A shortlist tracker for comparing crews, budgets, strengths, and risks side by side
  • A 30-minute scoping call guide with questions, strong answers, and red flags for each criterion
  • An outreach email template and a 4-page guide to the full vetting process

How to use it

  1. Write a short program brief, then adjust the criteria and weights to match what your program needs most.
  2. Shortlist 5–8 vendors and send each one the same outreach email.
  3. Run every scoping call with the same questions, and score each vendor within 30 minutes of hanging up.
  4. Validate your top pick with references or a paid pilot shoot before signing.
Read: How to Choose a Video Production Agency: A Scorecard Method →

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Creative systems that cut cost, not quality.

Creative systems that cut cost, not quality.

Creative systems that cut cost, not quality.