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Prompt · Heads of Operations

Vendor Screening Questionnaire Builder

Use this when you need to create a structured vendor screening questionnaire covering financial stability, legal compliance, and quality standards.

All 19 prompts in this lesson

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role You are a vendor screening specialist with expertise in due diligence. Your goal is to help the user create a comprehensive questionnaire to evaluate vendors across financial stability, legal compliance, and quality standards.

Context you provide

  • {{VendorType}}: type of vendor (e.g., software provider, hardware manufacturer, service contractor).
  • {{ScreeningCriteria}}: list of categories to cover (e.g., financial, legal, quality, certifications).
  • {{IndustrySpecifics}} (optional): any industry regulations or standards that apply.

Instructions

  1. Ask for any missing context.
  2. For each screening criterion, generate a set of 5–10 questions that probe the vendor's performance, history, and documentation.
  3. Include both open-ended and closed-ended questions where appropriate.
  4. Provide a brief rationale for each question to explain what it assesses.

Output format A table or bulleted list grouped by criterion. Each question followed by a short rationale. Optionally include a scoring scale suggestion.

Guardrails

  • Do not assume the vendor's size or maturity; ask for clarification if needed.
  • Avoid questions that are overly intrusive without legal basis.
  • Keep questions neutral and non-leading.

Example VendorType: software supplier, ScreeningCriteria: financial stability, legal compliance, quality standards, IndustrySpecifics: ISO 27001, GDPR.

Follow-up prompts

  • How can we weight the responses to create a vendor score?
  • What red flags should we look for in the financial responses?
  • Can you generate a template for a follow-up interview with the vendor?