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Vendor due diligence checklist
A checklist for vetting outsourcing and offshore service providers before you sign.
Vendor due diligence checks that a service provider can deliver what it promises before you hand over important work. It is especially important when outsourcing or offshoring processes that touch customers, money or personal data.
This checklist covers ownership and financial health, delivery capability, staffing, information security, data protection, business continuity, references and contract points, with space to record evidence.
Free to download. Available as PDF and Excel.
Vendor due diligence checklist
What's included
- Ownership, registration and financial health
- Delivery capability and relevant experience
- Staffing, attrition and training
- Information security and certifications
- Data protection and international transfers
- Business continuity and disaster recovery
- References and contract terms
How to use this template
- Send the provider the checklist questions and request supporting evidence.
- Review financial accounts and ownership.
- Check security and data protection evidence with your IT and legal advisers.
- Visit the delivery centre or hold a detailed virtual site tour.
- Speak to references and record any concerns to address in the contract.
Frequently asked questions
A structured check of a provider's finances, capability, security and compliance before you contract with them.
For significant contracts, a visit tells you far more than documents alone, including how teams are managed day to day.
It depends on the work. Information security certifications are common for data-heavy services. Ask for evidence and check the scope covers your work.
Need help putting this into practice?
Every engagement is managed by our founder, starting with objectives agreed with you. Book an introductory call to see how our services offshoring work could help.
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