Guides & checklists

These pages are designed to be practical: clear steps, definitions, and lightweight templates you can adapt. They are informational and not professional advice.

Checklists Templates Plain language

All guides

Vendor evaluation checklist

How to compare vendors responsibly: fit, pricing, risk, contracts, and support.

ChecklistOperations
Open

Partner due diligence basics

A simple due diligence framework: validate claims, document assumptions, reduce surprises.

FrameworkDecision-making
Open

Vendor onboarding starter

A lightweight onboarding plan for small teams: what to collect, track, and review.

TemplateSmall business
Open

Operational risk basics

Understand common operational risks and how to reduce them with simple controls.

BasicsRisk
Open
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