Cross-Functional · Template · Intermediate · Saves 25+ hours
Vendor Security Assessment
A template for assessing vendor security.
What's included
- Assessment Questionnaire
- Security program
- Data protection
- Access controls
- Incident response
- Business continuity
- Compliance status
- Risk Scoring
- Risk assessment criteria
- Scoring methodology
- Threshold definitions
- Ongoing Monitoring
- Review cadence
- Update triggers
- Remediation tracking
Best used when
- Evaluating new vendors
- Annual vendor reviews
- Compliance requirements
- Risk assessments
Why this is Gold
Vendor security affects you. This assessment identifies risks.
The template
The Template
VENDOR SECURITY
Vendor Security Questionnaire
VENDOR SECURITY ASSESSMENT
VENDOR: _______________
Assessment date: _______________
Assessed by: _______________
1. SECURITY PROGRAM
☐ Dedicated security team: ☐ Yes ☐ No
☐ Security policies documented: ☐ Yes ☐ No
☐ Security training: ☐ Yes ☐ No
☐ Background checks: ☐ Yes ☐ No
2. CERTIFICATIONS
☐ SOC 2 Type II: ☐ Yes ☐ No (Date: _____)
☐ ISO 27001: ☐ Yes ☐ No
☐ Other: _______________
3. DATA SECURITY
☐ Encryption at rest: ☐ Yes ☐ No
☐ Encryption in transit: ☐ Yes ☐ No
☐ Data location: _______________
☐ Data retention policy: ☐ Yes ☐ No
4. ACCESS CONTROL
☐ SSO/SAML support: ☐ Yes ☐ No
☐ MFA available: ☐ Yes ☐ No
☐ Role-based access: ☐ Yes ☐ No
☐ Access logging: ☐ Yes ☐ No
5. INCIDENT RESPONSE
☐ IR plan documented: ☐ Yes ☐ No
☐ Breach notification: ___ hours
☐ Past incidents (2 years): ☐ Yes ☐ No
6. BUSINESS CONTINUITY
☐ DR plan: ☐ Yes ☐ No
☐ RTO: _____
☐ RPO: _____
☐ Backup frequency: _______________
Vendor Risk Scoring
| Category | Weight | Score (1-5) | Weighted |
|---|---|---|---|
| Security program | 20% | ||
| Data protection | 25% | ||
| Access control | 20% | ||
| Incident response | 15% | ||
| Compliance | 20% | ||
| Total | 100% | /5 |
Vendor Risk Tiers
| Score | Risk Level | Action |
|---|---|---|
| 4.0-5.0 | Low | Approve |
| 3.0-3.9 | Medium | Approve with conditions |
| 2.0-2.9 | High | Require remediation |
| <2.0 | Critical | Do not approve |
Frequently asked questions
What is the Vendor Security Assessment?
A template for assessing vendor security.
Who is the Vendor Security Assessment for?
It is built for Cross-Functionals and their teams working on Security & Compliance. The AI coach adapts it to your company, stage, and goals.
How long does the Vendor Security Assessment take to use?
It saves roughly 25+ hours versus building from scratch. Our AI coach can tailor the template to your situation in minutes, then hand you a step-by-step plan.
Is the Vendor Security Assessment free?
Yes. You can read the full template and start getting coached through it for free. Sign in to save your tailored version and track your next steps.
How does the AI coach help with the Vendor Security Assessment?
The coach teaches you the framework, asks a few questions about your business, tailors the template to you, and gives you measurable next steps to execute.