# Create a new supplier onboarding checklist and questionnaire

A risk-based onboarding pack with the documents, checks, and approvals to collect before a new supplier gets a first PO.

- Topic: Projects & Operations
- Framework: Few-Shot
- Level: Standard
- Tags: HR & Hiring, Legal, Finance, Fill-in Template
- Source: https://www.thinkwithprompt.com/prompts/create-a-new-supplier-onboarding-checklist-and-questionnaire

## Prompt

```text
Create a supplier onboarding checklist and questionnaire for my organization.

**What we buy from this type of supplier:** [e.g. direct materials, contract manufacturing, IT services, logistics]
**Risk level of this supplier:** [LOW / MEDIUM / HIGH - and why, e.g. "handles customer data", "safety-critical part"]
**Our industry and any regulations we must meet:** [e.g. food safety, medical devices, defense, data privacy]
**Internal teams involved:** [PROCUREMENT, QUALITY, FINANCE, LEGAL, IT SECURITY, SUSTAINABILITY]
**Systems:** [ERP OR SUPPLIER PORTAL WHERE DATA IS ENTERED]
**Our current gaps or past problems:** [e.g. "bank detail fraud", "no insurance on file"]

Build the onboarding in tiers so low-risk suppliers aren't overloaded and high-risk ones are checked properly. Cover:
- Legal entity, ownership, tax ID, and sanctions or restricted-party screening.
- Bank details with an independent verification step (call-back to a known number) to prevent payment fraud.
- Financial stability evidence.
- Insurance certificates and limits.
- Quality certifications and audit needs.
- Information security and data protection, if they access our data or systems.
- Code of conduct, labor, and environmental commitments.
- Commercial setup: payment terms, Incoterms, lead times, contacts.
- Approval sign-offs by team.

Return:
1. A checklist table: Item | Required for (low/medium/high risk) | Owner | Evidence accepted.
2. A supplier-facing questionnaire with clear questions, grouped by section.
3. A simple workflow from request to active supplier with target days per step.
4. Red flags that should pause onboarding.

Confirm regulatory requirements with legal or compliance.
```

## What to fill in

- e.g. food safety, medical devices, defense, data privacy
- ERP OR SUPPLIER PORTAL WHERE DATA IS ENTERED
- e.g. "bank detail fraud", "no insurance on file"

Free to copy and use. From ThinkWithPrompt (https://www.thinkwithprompt.com/), a library of 2,663 curated AI prompts.