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Practitioner Field Note

Playbook: Assessing a Critical Supplier

How to assess one supplier the business cannot easily lose: scope the service, weigh the evidence and turn findings into decisions someone owns.

What’s inside

  1. The short version
  2. Where this playbook starts
  3. Step 1. Assess the service, not the company
  4. Step 2. Set questions by exposure path
  5. Step 3. Weigh the evidence by how much it can prove
  6. Step 4. Review your own side of the integration
  7. Step 5. Follow the update path
  8. Step 6. Turn findings into decisions
  9. Step 7. Decide what triggers reassessment
  10. What the finished record looks like
  11. Where assessments go wrong
  12. A 90-day plan

Sources are listed in the full practitioner field note.

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