The Essential Vendor Evaluation Checklist

Your vendors have direct access to your organization's data, systems, and customers — making them a critical part of your risk profile. But simply asking for "vendor documents" isn't enough to satisfy regulators or protect your organization.

This checklist eliminates the guesswork from vendor due diligence. Whether you're onboarding a new vendor or conducting annual reviews, you'll have confidence that you're requesting the right information

Download this checklist to learn:

• What specific documents to request across eight critical evaluation categories
• How to tailor your due diligence approach based on vendor risk level, so you can focus your deepest reviews where they matter most
• Which information needs to be collected only once during onboarding versus what requires ongoing monitoring throughout the vendor relationship