Supplier Onboarding and Due Diligence: Assessment and Approval Toolkit
A field guide, Excel toolkit and editable forms for assessing a new supplier, recording an authorised decision and controlling the approved scope.

A guide, Excel toolkit and editable forms for running a supplier sustainability questionnaire campaign and following up on real gaps.
One purchase covers one organisation, all its sites and staff. Licence and refund terms
You sent a supplier questionnaire. Now you have to chase, review and use the answers.
Most questionnaire campaigns fail after the send button: the wrong suppliers are asked, answers come back without evidence, and follow-up is ad hoc. This toolkit helps a buyer define why the request exists, choose a proportionate question set, track receipt and technical review, and follow up on specific gaps rather than chasing everyone.
Sourcing, procurement, CSR and sustainability coordinators at brands, importers and manufacturers who collect sustainability information from suppliers.
It is a practical working aid written from practitioner experience. It is not legal advice, an assurance opinion or a certification, and it is not issued or endorsed by any standards body, regulator or scheme.
Real pages and screens from the download. Select any image to enlarge it.
Desktop Microsoft Excel for the workbooks (tested in Microsoft 365 on Windows; no macros), a PDF reader and Word or a compatible editor for the forms. Other spreadsheet programs may not support every formula, chart or drop-down.
Yes. One purchase covers one organisation, all its sites and staff, with no expiry. You can edit the files and share your completed records, but not resell or redistribute the blank toolkit. Full terms are on the licence page.
No. The worked example and worked case use a fictional manufacturer and fictional data so you can see every queue and chart in use. Do not copy their figures into your own records.
Need a CSRD gap analysis or hands-on implementation? Sustainability Frisk can help. www.sustainability-frisk.com
A field guide, Excel toolkit and editable forms for assessing a new supplier, recording an authorised decision and controlling the approved scope.
A guide, Excel toolkit and editable forms to request, review and version supplier data for a Scope 3 inventory, then hand it over cleanly.