Vendor Offboarding Checklist
Use this checklist to ensure a smooth offboarding process for vendors.
Vendor Name
Vendor Email
example@example.com
Reason for Offboarding
Please Select
End of contract
Poor performance
Business restructuring
Financial reasons
Other
Date of Termination
 -
Month
 -
Day
Year
Date
Notify Vendor Contacts of Contract Termination
Vendor Account Manager
Vendor Billing Department
Vendor Customer Support
Review Contractual Obligations and Termination Clauses.
Confirm contract obligations have been met.
Notify vendor of termination in compliance with contract terms.
Address any outstanding contractual matters.
Confirm all outstanding invoices and payments.
Verify outstanding invoices.
Arrange for final payment if necessary.
Obtain confirmation of payment receipt.
Return any vendor-owned assets or equipment.
List vendor assets to be returned.
Arrange for the return of equipment or materials.
Obtain confirmation of asset return.
Ensure the secure transfer or deletion of data and information.
Data Transfer Plan (if applicable).
Data Deletion/Destroy Documentation (if applicable).
Develop a transition plan for replacing vendor services/products.
Identify alternative vendors or solutions.
Set timelines and milestones for transition.
Allocate necessary resources for transition.
Notify internal stakeholders and employees about the vendor offboarding.
Inform relevant departments of the vendor termination.
Communicate changes to affected employees.
Ensure compliance with legal and regulatory requirements.
Review any legal implications.
Notify relevant authorities if needed.
Archive and retain necessary documents and records.
Archive contracts, invoices, and correspondence.
Ensure records are accessible if needed in the future.
Gather feedback on the vendor relationship.
Conduct an exit interview or survey.
Document lessons learned for future vendor relationships.
Revoke vendor access to company systems and premises.
Deactivate vendor accounts.
Collect keys, access cards, or credentials.
Arrange a final meeting with the vendor for closure.
Discuss any outstanding matters.
Express gratitude for the partnership.
Ensure that all checklist items have been completed.
Obtain necessary approvals and sign-offs.
Date of Vendor Offboarding
 -
Month
 -
Day
Year
Date
Offboarding Owner/Responsible Person
First Name
Last Name
Additional Notes
Submit
Should be Empty: