Vendor Onboarding Checklist

VENDOR ONBOARDING

Onboarding Checklist

VENDOR ONBOARDING CHECKLIST

VENDOR: _______________
Contract start: _______________
Owner: _______________

PRE-START:
☐ Contract fully executed
☐ NDA signed (if separate)
☐ Insurance certificates received
☐ W-9/tax form collected
☐ Payment setup in system

ACCOUNTS & ACCESS:
☐ Vendor account created
☐ User accounts provisioned
☐ SSO configured (if applicable)
☐ Access permissions set
☐ Security review completed

OPERATIONAL SETUP:
☐ Primary contact identified
☐ Support escalation path clear
☐ Communication channel established
☐ Project/ticket system access
☐ Documentation shared

KICKOFF:
☐ Kickoff meeting scheduled
☐ Goals and KPIs defined
☐ Timeline and milestones set
☐ Reporting cadence agreed
☐ First deliverables clear

COMPLIANCE:
☐ Security questionnaire completed
☐ DPA signed (if applicable)
☐ Privacy review completed
☐ Vendor added to systems inventory

Vendor Contact Card

VENDOR CONTACT INFORMATION

VENDOR: _______________
Website: _______________
Contract #: _______________

PRIMARY CONTACT:
Name: _______________
Title: _______________
Email: _______________
Phone: _______________

SUPPORT:
Email: _______________
Phone: _______________
Portal: _______________
Hours: _______________

ACCOUNT MANAGER:
Name: _______________
Email: _______________

INTERNAL OWNER:
Name: _______________
Department: _______________

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