Use observable evidence
Connect ratings to outcomes, work examples, delivery records, and agreed expectations rather than general sentiment.
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Agency Performance Review Canvas
Review agency outcomes, delivery, strategic contribution, and working practices before agreeing what changes next.
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01
Review the outcomes
Separate observed results from assumptions and explain what the team learned.
Review period and scope
Which period, objectives, and work are covered by this review?
Progress against objectives
How well did the work advance the outcomes agreed for this period?
Quality and impact
How strong, effective, and usable was the work delivered?
Evidence and learning
What evidence explains the result, and what should both teams learn from it?
02
Review the partnership
Assess how the agency and client team enabled or constrained the work.
Delivery reliability
How reliably did the agency manage commitments, quality, risks, and dependencies?
Communication
How clear, timely, and decision-oriented was communication between the teams?
Commercial management
How transparent and responsible was management of scope, time, and budget?
Strategic contribution
How effectively did the agency challenge, advise, and improve the client's thinking?
03
Agree what changes
Finish with a small number of reciprocal, observable commitments.
Continue
Which practices or strengths should both teams preserve?
Start
What new behavior, process, or capability would improve the next period?
Stop
What is creating waste, delay, or avoidable friction?
Commitments and follow-up
Who will do what by when, and when will progress be reviewed?
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Agency review guidance
A performance review should improve the system, not merely grade the supplier.
Review both sides
Agency performance depends partly on client inputs, decisions, and access. Name reciprocal constraints without avoiding accountability.
Limit the commitments
A few owned changes with dates are more valuable than a long retrospective with no operating consequence.
Agency Performance Review questions
What should an agency performance review cover?
Review progress against objectives, work quality and impact, delivery, communication, commercial management, strategic contribution, and the client behaviors that affected performance.
How often should an agency be reviewed?
Use frequent operational check-ins and a more structured quarterly or milestone review. The appropriate cadence depends on the scope, risk, and length of the engagement.
Should the agency see the review in advance?
Share the evidence and discussion topics early enough for the agency to prepare its own perspective. Surprises make joint diagnosis and useful commitments less likely.
Is this agency evaluation template private?
Yes. Ratings and notes remain in the current browser tab, and PDF generation happens locally on your device.
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