Contract Management

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  • 1.  Offboarding Process

    Posted 25 days ago
    Good afternoon! I work for a PEO and we are in the process of developing a vendor offboarding workflow. I am wondering if anyone has questions they normally ask in assessments for that offboarding process?

    Any suggestions would be appreciated. Thank you!

  • 2.  RE: Offboarding Process

    Posted 17 days ago

    An excellent way to think about your offboarding is to think about onboarding in reverse. Everything you did to get the vendor up and running must be considered.

    • Is your organization and vendor clear on their roles, responsibilities, and timing?
    • Think about vendor product/service/process dependencies both upstream and downstream. Have you informed the stakeholders and ensured a suitable replacement or alternative plan?
    • Think about systems and facilities where you had to provide access for the vendor. You'll need to revoke the access, have ID badges returned, etc.
    • Did you provide the vendor with any tangible assets or intellectual property that must be returned?
    • Does the vendor have possession of any data to be returned or destroyed? How will you verify the destruction of data?
    • Did you review the contract to make sure the termination is legal? Did you provide proper notification in the correct format? Are there any early termination fees or penalties?
    • Have you confirmed any record-keeping requirements with the vendor?


    Those are a few suggestions to help you form your questions. I would love to hear what other members might add.