Bank-Ready Evidence Pack Checklist
A checklist covering the material buyers need to feel safe moving forward.
01When to use it
Use this before entering a regulated buyer process, or when a live opportunity is starting to involve risk, security, legal, finance, or procurement stakeholders.
02What it includes
- Security
- Data protection
- Resilience
- Insurance
- Policies
- Implementation
- Support
- Exit plan
03About the tool
Bank-Ready Evidence Pack Checklist is designed to help you slow the problem down without slowing the company down. Use it to name the assumption, capture the evidence, and decide what should happen next.
Read alongside this lesson.
04Printable worksheet
Use this version now. Click Print this worksheet below, or press ⌘ P / Ctrl P and save as PDF. A polished downloadable PDF is below.
A checklist covering the material buyers need to feel safe moving forward.
05Use it this week
Download the PDF, work through it solo, or run it with your team. The printable version above is also ready if you prefer working in the browser.