Reference Check
Reference Check Questionnaire:
Date:
Name:
Company:
Ph #:
Reference For:
When did you work with the [“Request Agent”]?
Can you describe the project they
developed / participated in?
Was their concept similar to their other projects or was it customized to reflect your vision?
Who was the project manager?
Did you issue a request
for proposals or did you sole-source to this firm or individual?
Had you heard of them before (if they responded to a request)?
Reference Check Questionnaire (cont’d):
Date:
Name:
Company:
Ph #:
Reference For:
In your consideration process, why did you end up selecting [“Applicant/Team”];
what was it about them that caused you to conclude that they were the “right fit” for you and your community?
If a public sector reference, did the financing for your project involve
public dollars (incentives)? How creative and/or flexible were they with these resources?
If a public sector reference, how well did they understand your need for a quantifiable
return on your investment?
Knowing what you know now, would you select them again?
What firms comprised the team that worked with [“Applicant”], (if any)? Had they worked
together before? (Were they the same group that submitted this request?)
We would like to understand how well you felt that [“Applicant/Team”] performed for you. Please tell us
how you would rate them in each of the following dimensions on a 1 – 10 scale (with 1 representing Poor, 5 representing Average and 10 representing Outstanding)
Reference Check Questionnaire (cont’d):
Date:
Name:
Company:
Ph #:
Reference For:
In retrospect, what would you do differently to have had a more productive
/ profitable experience with [“Applicant”]? (How can we learn from your experience?)
Any other comments you wish to make.
Reference Check Questionnaire (cont’d):
Personal Interview Form
Date:
Name:
Company:
Ph #:
Reference For:
Dimension
1
2
3
4
5
6
7
8
9
10
Quality of leadership (helping you anticipate and address issues; design and implementation of an appropriate project approach)
Quality
of presentations and communication with a range of audiences
Availability -- responsiveness
Timeliness
in meeting deadlines and/or project milestones
Creativity demonstrated in financing
How
satisfied were you with the overall project and the solutions they provided you?
How satisfied were you with their adherence to the project
budget?