Vendor Selection & Evaluation

□ Define vendor requirements
□ Issue RFP/RFQ
□ Evaluate proposals
□ Check references
□ Verify credentials
□ Assess financial stability
□ Review insurance coverage
□ Conduct site visits
□ Compare pricing
□ Evaluate capabilities
□ Check compliance status
□ Make selection decision

Legal & Compliance

□ Execute vendor agreement
□ Review terms and conditions
□ Negotiate contract terms
□ Set SLA requirements
□ Define KPIs
□ Establish penalties
□ Review indemnification
□ Confirm insurance requirements
□ Verify licenses
□ Check certifications
□ Complete W-9 form
□ GDPR/privacy compliance

Financial Setup

□ Vendor registration in system
□ Set up vendor account
□ Configure payment terms
□ Establish payment method
□ Set up ACH/wire transfers
□ Define approval workflows
□ Set spending limits
□ Configure tax settings
□ Set up invoicing
□ Define billing cycle
□ Establish credit terms
□ Document payment process

Security & Access

□ Security assessment
□ Background checks
□ NDA execution
□ Access requirements defined
□ Badge/credential issuance
□ System access provisioning
□ VPN setup if needed
□ Security training completed
□ Compliance verification
□ Data handling agreements
□ Incident response procedures
□ Termination procedures

Operational Setup

□ Define scope of work
□ Establish deliverables
□ Set performance standards
□ Create work procedures
□ Define communication protocols
□ Establish reporting requirements
□ Set meeting cadence
□ Define escalation process
□ Quality standards agreement
□ Change management process
□ Document approval process
□ Emergency procedures

System Integration

□ Technical requirements review
□ API access setup
□ Data exchange protocols
□ Testing environment access
□ Integration testing
□ Security validation
□ Performance testing
□ Backup procedures
□ Monitoring setup
□ Alert configurations
□ Documentation requirements
□ Support procedures

Training & Knowledge Transfer

□ Vendor orientation session
□ Company policies training
□ Process training
□ System training
□ Safety procedures
□ Quality standards training
□ Compliance training
□ Tool access training
□ Documentation review
□ Q&A sessions
□ Competency verification
□ Training documentation

Communication Setup

□ Key contacts identified
□ Communication matrix created
□ Regular meeting schedule
□ Reporting templates
□ Issue tracking system
□ Escalation contacts
□ Emergency contacts
□ Distribution lists
□ Collaboration tools access
□ Document sharing setup
□ Status reporting format
□ Feedback mechanisms

Performance Management

□ KPI definitions
□ SLA monitoring setup
□ Performance dashboards
□ Reporting schedule
□ Review meeting cadence
□ Scorecard creation
□ Improvement plans
□ Incentive structures
□ Penalty procedures
□ Audit schedule
□ Compliance monitoring
□ Relationship reviews

Risk Management

□ Risk assessment completed
□ Mitigation strategies defined
□ Business continuity planning
□ Disaster recovery procedures
□ Insurance verification
□ Liability clarification
□ Contingency planning
□ Alternative vendor identification
□ Exit strategy defined
□ Data ownership clarified
□ IP protection measures
□ Conflict resolution procedures

Documentation

□ Contract filed
□ Insurance certificates
□ Licenses documented
□ Contact list created
□ Process documentation
□ Training records
□ Meeting minutes
□ Performance records
□ Compliance certificates
□ Audit reports
□ Issue logs
□ Change requests

Go-Live & Monitoring

□ Kickoff meeting held
□ Initial deliverables reviewed
□ Early performance assessment
□ Issue identification
□ Quick wins celebrated
□ Feedback collected
□ Adjustments made
□ Regular monitoring begun
□ Relationship building
□ Continuous improvement
□ Value measurement
□ Long-term planning