Vendor Selection Checklist

Printable checklist

Use this checklist before shortlisting outsourcing providers.

• Scope summary is written
• Must-have requirements are separated from preferences
• Budget range is realistic
• Internal owner is named
• Evaluation criteria are weighted
• Same questions are sent to each vendor
• References or proof are requested
• Transition plan is reviewed
• Security/access questions are asked
• Exit terms are reviewed

How to use it

Use the checklist as a meeting prompt. Unchecked items are not automatic deal-breakers, but they should be discussed before signing, transitioning, or renewing an outsourcing arrangement.