Every organization has a different procurement process. Use this checklist to help your team prepare for a smooth engagement.

Before You Begin

☐ Identify the hiring manager and primary business contact.

☐ Confirm budget approval and funding source.

☐ Engage your Executive Business Administrator (EBA), Business Manager, or Procurement partner, if applicable.

☐ Determine whether a Purchase Order (PO) or Statement of Work (SOW) is required.

Vendor Documentation

I'll provide all standard vendor onboarding documentation required by your organization, including business registration, tax information, insurance certificates, banking details, and other procurement documents upon request.

Questions to Confirm Internally

• Who will approve the engagement?

• Who will manage procurement?

• Who will approve invoices?

• Are there any internal deadlines that could affect the start date?

• Are there organization-specific onboarding requirements?

Ready to Get Started?

If you're unsure where to begin, don't worry. I regularly work with procurement, business operations, and executive support teams and am happy to help identify the information needed to move your engagement forward.