Resources
Readiness checklist for a focused consultation.
Use this checklist to prepare an efficient consultation 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 sensitive details before sharing sample material for a consultation.
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.