Resources
Readiness checklist for a focused demo.
Use this checklist to keep the demo efficient and aligned with regulatory expectations.
Evidence readiness
- Identify 5-10 representative documents per program area.
- Confirm owners for each evidence set and approval status.
- Remove personal data or share samples with sensitive details removed for the demo.
Governance and workflow
- Clarify who signs off on submissions and review cycles.
- List current tools used for evidence storage or tracking.
- Capture any upcoming audit or submission deadlines.
Security and privacy
- Confirm data residency expectations and hosting constraints.
- Note any compliance frameworks that matter for procurement.
- Prepare security contacts for diligence follow-ups.