The foundation of a good selection process is a clear, structured set of requirements: a complete picture of what your organisation needs technology to do, gathered from across the business and prioritised before you speak to a single supplier.
In this session, we cover both sides of the process: getting your requirements right, and using them to make a selection decision you can stand behind.
Who is this for?
Project leads, operations managers, and anyone involved in evaluating or selecting technology at a charity or membership organisation, particularly those preparing for or currently running a procurement process.
What you’ll take away
- Why requirements gathering is the most important step before any procurement, and what a structured process looks like in practice
- How to define and prioritise requirements so your selection is grounded in organisational need rather than a wish list
- The questions that cut through a polished pitch and reveal hidden costs, integration complexity and delivery risk before you sign anything
- How to evaluate partners beyond features: looking at cultural fit, scalability, security and future fit
- How to build a documented selection trail that your board can trust and your team can stand behind
