Vendor risk assessment

It is free to fill in online, needs no account, and downloads as a Word document or a PDF. See all Operations and quality templates

• Company name

  For example: Northgate Supplies Ltd

• Vendor name

  For example: CloudLedger Ltd

• What the vendor provides

  For example: Hosted accounting software with customer invoices

• Business owner

  For example: Finance Director

• Assessed by

  For example: Risk Manager

• Date

  For example: 9 March 2027

• Yearly spendoptional

  For example: EUR 24,000

• Data and systems involved

  What the vendor can see, hold or reach.

  For example: Customer names and invoice details (personal data). Connects to our bank feed.

• Data protection and confidentiality risk

• Information security risk

• Service continuity risk

• Financial stability risk

• Legal and compliance risk

• Dependence on this vendor

• Evidence reviewedoptional

  Certificates, reports, contracts, references.

  For example: Security certificate (valid to Nov 2027), data processing agreement signed, uptime history of 99.95%, 2 customer references

• Controls to ask for

  One per line.

  For example: Encryption of data at rest and in transit Two-step sign-in for all our users Notice of any breach within 24 hours Exit plan and data export on request

• Fallback if the vendor failsoptional

  For example: Export data monthly to our own storage; a second provider is on the shortlist.

• Decision

• Conditions and follow-upoptional

  For example: Sign the data processing agreement before go-live. Review again in 12 months.

1. 1Data and systems involved
2. 2Risk ratings
3. 3Evidence reviewed
4. 4Controls to ask for
5. 5Fallback
6. 6Decision

1. 01

   Fill in

   Type your details in the form. The document fills itself in as you type; click any gap to jump to its field.

2. 02

   Check

   Read it through. Gaps you have not filled stay marked, so nothing goes out half done.

3. 03

   Download

   Save it as a Word document to edit further, or as a PDF to send or print.

What details does this template ask for?

The form asks for 19 details, starting with Company name, Vendor name, What the vendor provides, Business owner, Assessed by. 4 more are optional.

Can I download this template as Word or PDF?

Yes. When you have filled in the form, save it as a Word document to keep editing, or as a PDF to send or print. It is free and needs no account.

Is what I type sent anywhere?

No. What you type stays in your browser while you fill in the document. It only goes to nerix if you choose to open the template in the chat.

What should I check before I use this template?

Which checks you need depends on what the vendor does. A vendor with access to personal data or critical systems needs closer review than one who supplies office paper. Laws on data and outsourcing differ by country.

Are these operations templates free?

Most are. Fill in and download them for free as Word or PDF, with no account. A few longer documents are premium: free to fill in, paid once to download, and marked with their price.

Do they meet a standard such as ISO 9001?

They are a practical starting point and certify nothing. Standards and safety laws differ by industry and country, so check what applies to you.

Who should approve a procedure?

The person who owns the process and a manager who can authorise it. The procedure template has fields for both, and for the review date.

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