Structured decision-making tools
Make smarter technology decisions with confidence
Five interconnected frameworks to guide you through vendor evaluation, AI governance, technology selection, data protection, and budget justification. Each includes a guide, interactive tool, and downloadable templates.
Browse by problem
Pick the decision you're facing. Each framework includes a guide, interactive tool, and templates.
Vendor Evaluation & Negotiation
Evaluate vendors, identify red flags, and negotiate favorable contract terms.
- ✓ 15-question risk assessment
- ✓ Evaluation matrix template
- ✓ Contract checklist
- ✓ Negotiation guide
AI Governance & Policy
Build board-ready AI governance policies and manage organizational risk.
- ✓ Policy builder
- ✓ Board decision framework
- ✓ Staff training guide
- ✓ Risk assessment matrix
Technology Strategy & Selection
Systematically evaluate and choose technology that fits your library's needs.
- ✓ Tech evaluation matrix
- ✓ RFI/RFP template
- ✓ Implementation timeline
- ✓ TCO calculator
Data Protection & Compliance
Protect patron data, respond to security threats, and ensure compliance.
- ✓ Security audit assessment
- ✓ Incident response planning
- ✓ Data inventory worksheet
- ✓ Compliance checklist
Budget Justification & ROI
Build the financial case to leadership for technology decisions.
- ✓ ROI calculator
- ✓ Board presentation template
- ✓ Stakeholder talking points
- ✓ Cost-benefit analysis guide
Find your path by role
Start with the framework that matches your position and responsibilities.
Library Director
You make technology decisions that impact your whole organization.
- Vendor Evaluation - Vet vendors before you commit
- AI Governance - Build policies your board will approve
- Technology Strategy & Selection - Choose the right technology
- Data Protection - Protect patron privacy and prepare for incidents
- Budget Justification - Make the financial case
IT Director
You manage the implementation and ongoing support.
- Vendor Evaluation - Security and support matter
- Technology Selection - Choose the right fit for your infrastructure
- Data Protection - Secure your systems and patron data
Board Member
You provide oversight on strategic technology decisions.
- AI Governance - Understand the risks and policy requirements
- Data Protection - Oversee privacy and security governance
- Vendor Evaluation - Ask the right questions
- Budget Justification - Evaluate the financial case
Procurement Manager
You handle the RFP and negotiation process.
- Vendor Evaluation - Use the RFP evaluation form
- Vendor Evaluation - Negotiate with confidence
- Technology Selection - Compare options systematically
Frequently asked questions
Which framework should I start with?
It depends on your immediate need:
- Evaluating a vendor right now? Start with Vendor Evaluation & Negotiation
- Building AI policy? Start with AI Governance & Policy
- Choosing between technologies? Start with Technology Strategy & Selection
- Concerned about data protection or had a security incident? Start with Data Protection & Compliance
- Justifying budget to your board? Start with Budget Justification (coming soon)
Which framework should I use for technology decisions?
Use Technology Strategy & Selection when you're evaluating or planning technology changes. This framework helps you systematically compare options, build evaluation criteria, and make decisions that fit your library\'s needs and budget. It's essential for library directors, IT staff, and procurement teams evaluating new systems or major technology upgrades.
Can I use these frameworks for consortium purchases?
Yes. Consortium purchases are more complex, but these frameworks apply. The main difference: you're negotiating on behalf of multiple libraries, so alignment is critical. Get all consortium directors aligned on evaluation criteria before you start.
Are these templates legally binding?
These templates are starting points for your evaluation and negotiation. They\'re not legal documents. For major purchases (especially multi-year, multi-library agreements), consider having a lawyer review the final contract. It\'s a worthwhile investment.
What if my situation doesn't fit these frameworks?
These frameworks cover the most common vendor evaluation scenarios. If you have a unique situation (consortium governance questions, complex integrations, or high-stakes negotiations), reach out for consulting.
How often should I review these frameworks?
Frameworks stay relevant, but technology changes. Review them annually or whenever a major new vendor category emerges (e.g., new AI tools, new library platforms). Send feedback on what's working and what needs updating.