Security and procurement checklist
Security Vendor Due Diligence Checklist
A practical checklist for SaaS buyers reviewing SOC 2 evidence, SSO, audit logs, subprocessors, data retention, and operational risk.
Use it to: Run a proportionate security review before a vendor touches sensitive data, identity, finance, customer, employee, or source-code systems.
Download formats
Example evidence tracker
Use the CSV version when multiple people need to chase vendor evidence and record approval conditions.
| Review area | Evidence/question | Required? | Owner | Outcome |
|---|---|---|---|---|
| Identity | SSO and MFA plan support | Yes | IT/security | Pending |
| Data protection | Retention and deletion process | Yes | Legal/privacy | Approve with conditions |
What this resource helps you do
- ✓Approving new SaaS vendors
- ✓Standardising security review questions
- ✓Documenting approve / approve with conditions / escalate decisions
What's inside
How to use it
- Start with data sensitivity and service criticality.
- Ask only for evidence that matches the vendor risk level.
- Record the final outcome so approvals do not become tribal knowledge.
Pair it with
Shortlist
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Use these guides with the resource when building a shortlist.
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