Vendor Due Diligence Toolkit

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Save time, empower your teams and effectively upgrade your processes with access to this practical Vendor Due Diligence Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Vendor Due Diligence related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Vendor Due Diligence specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Vendor Due Diligence Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...


STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 997 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Vendor Due Diligence improvements can be made.

Examples; 10 of the 997 standard requirements:

  1. Do the third parties critical to the performance of the services accept liability for the non-performance or inadequate performance of the services provided to the service provider?

  2. What processes are in place to triage security-related events and ensure timely and thorough incident management, as per established IT Service Management policies and procedures?

  3. Has the infrastructure hosting the application applications undergone a vulnerability scan conducted by an independent security testing organization or team?

  4. Has any application to a regulatory body on behalf of the service provider or an employee or officer of the service provider ever been withdrawn or refused?

  5. Do you have centralized administration of virus control, as distribution of signature updates, reporting, and policy enforcement and vendor management?

  6. Is it legal for you to enter into a relationship, to perform the services of the partnership, and to participate as a partner with your organization?

  7. What are the main systems, platforms or vendor solutions functions in your organization are using to conduct due diligence and manage third parties?

  8. Is the restricted data exchanged between one or more system interfaces or jurisdictions outside of the service components used by your organization?

  9. Does management monitor information as unusual or significant transactions, disputes with vendors, control overrides, long outstanding items, etc.?

  10. Does the contract clearly specify the roles and responsibilities of the service provider and what occurs on a failure to provide the services?


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Vendor Due Diligence book in PDF containing 997 requirements, which criteria correspond to the criteria in...

Your Vendor Due Diligence self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Vendor Due Diligence Self-Assessment and Scorecard you will develop a clear picture of which Vendor Due Diligence areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Vendor Due Diligence Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Vendor Due Diligence projects with the 62 implementation resources:

  • 62 step-by-step Vendor Due Diligence Project Management Form Templates covering over 1500 Vendor Due Diligence project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Change Request: How does a team identify the discrete elements of a configuration?

  2. Roles and Responsibilities: What should you do now to ensure that you are meeting all expectations of your current position?

  3. Source Selection Criteria: What procedures are followed when a contractor requires access to classified information or a significant quantity of special material/information?

  4. Risk Audit: What are the differences and similarities between strategic and operational risks in your organization?

  5. Executing Process Group: How can you use Microsoft Vendor Due Diligence project and Excel to assist in Vendor Due Diligence project risk management?

  6. Change Log: How does this relate to the standards developed for specific business processes?

  7. Cost Management Plan: Are the people assigned to the Vendor Due Diligence project sufficiently qualified?

  8. Activity Duration Estimates: Why do you need a good WBS to use Vendor Due Diligence project management software?

  9. Scope Management Plan: Are adequate resources provided for the quality assurance function?

  10. Stakeholder Management Plan: Are the schedule estimates reasonable given the Vendor Due Diligence project?

 
Step-by-step and complete Vendor Due Diligence Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Vendor Due Diligence project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Vendor Due Diligence project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Vendor Due Diligence project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Vendor Due Diligence project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan


3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:

  • 4.1 Vendor Due Diligence project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance


5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Vendor Due Diligence project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any Vendor Due Diligence project with this in-depth Vendor Due Diligence Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Vendor Due Diligence projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Vendor Due Diligence and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Vendor Due Diligence investments work better.

This Vendor Due Diligence All-Inclusive Toolkit enables You to be that person.

 

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.