# Vendor Onboarding

> A process to bring on a new vendor with the contract, access, security review, and a named internal owner before any spend.

**Category:** Operations

**When to use:** When the team selects a new vendor or tool that touches data or budget.

**Trigger:** A new vendor is selected

## Steps

1. Confirm the business case and the budget owner before signing.
2. Run the security and data-handling review; capture where company or customer data will live.
3. Execute the contract and record the term, renewal date, and cancellation notice window.
4. Provision access through the standard identity system, not shared credentials.
5. Name a single internal owner accountable for the relationship and the renewal.
6. Add the vendor to the master vendor list with cost, owner, and renewal date.

## Outputs

- A signed contract with key dates recorded
- A completed security review
- A vendor-list entry with owner and renewal date

## Tools

- Contract tool
- Identity / SSO system
- Vendor register

## Notes

The renewal date and notice window are the fields people skip and later regret. Record them on day one.

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Free SOP from the OrgTP Process Library — https://orgtp.com/process-templates/vendor-onboarding
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