--- title: "Vendor selection and onboarding template" description: "Plan one vendor selection and onboarding with clear owners, dependencies, approvals, and a finite completion point." canonical: "https://ganttfather.com/templates/vendor-selection-onboarding/" locale: "en" category: "product" --- # Vendor selection and onboarding template [Business operations](https://ganttfather.com/templates/#business-operations) Project timeline template # Vendor selection and onboarding template Plan one vendor selection and onboarding with clear owners, dependencies, approvals, and a finite completion point. Best for selecting and activating one vendor for a defined operating need. [Use the Vendor selection and onboarding template free](https://app.ganttfather.com/projects/new?template=vendor-selection-onboarding&entry=template-library) Keep Confirm vendor requirements, Research qualified vendors, and Evaluate vendor options connected so the next decision has clear evidence. ## Vendor selection and onboarding: make every decision and handoff visible. The Vendor selection and onboarding template gives operations teams a shared sequence through Select a vendor, Prepare activation, Onboard the vendor rather than a generic checklist. It connects Confirm vendor requirements, Research qualified vendors, Evaluate vendor options to the decisions that release the next stage, so responsibilities stay visible when work changes hands. After creating the project, set real dates and owners and add the protected organizational detail your team needs. Included schedule ## 13 rows and 7 dependencies, already sequenced. Keep Confirm vendor requirements, Research qualified vendors, and Evaluate vendor options connected so the next decision has clear evidence. Read-only preview Milestone Week 1 Week 2 Week 3 Week 4 1 Day 2 Day 3 Day 4 Day 5 Day 6 Day 7 Day 8 Day 9 Day 10 Day 11 Day 12 Day 13 Day 14 Day 15 Day 16 Day 17 Day 18 Day 19 Day Confirm vendor requirements Research qualified vendors Evaluate vendor options Complete vendor due diligence Prepare commercial inputs Set up vendor service Complete service handoff Replace relative working days with the real start date and assign an accountable owner to every row. Read-only shared Gantt preview. Focus a bar and press Enter to inspect it. Schedule details ### Complete schedule table Keep Confirm vendor requirements, Research qualified vendors, and Evaluate vendor options connected so the next decision has clear evidence. Work item Type Schedule Duration Depends on Select a vendor Phase Days 1–9 Derived rollup — Confirm vendor requirements Task Days 1–2 2 working days — Research qualified vendors Task Days 3–5 3 working days Confirm vendor requirements Evaluate vendor options Task Days 6–8 3 working days Research qualified vendors Vendor selection decision Milestone Day 9 Milestone Evaluate vendor options Prepare activation Phase Days 10–13 Derived rollup — Complete vendor due diligence Task Days 10–12 3 working days — Prepare commercial inputs Task Days 10–12 3 working days — Activation inputs ready Milestone Day 13 Milestone Prepare commercial inputs, Complete vendor due diligence Onboard the vendor Phase Days 14–19 Derived rollup — Set up vendor service Task Days 14–16 3 working days — Complete service handoff Task Days 17–18 2 working days Set up vendor service Vendor ready to operate Milestone Day 19 Milestone Complete service handoff ## Who it helps - Operations leaders completing one vendor selection and onboarding - Cross-functional teams coordinating approvals and handoffs ## What is included - Select a vendor: Confirm vendor requirements, Research qualified vendors - Prepare activation: Research qualified vendors, Evaluate vendor options - Onboard the vendor: Evaluate vendor options ## Adapt after creation - Set real dates and owners after creation, then add secured operating detail such as Vendor commercial pricing. - Replace relative working days with a real start date and assign one accountable owner to every row. - Keep Confirm vendor requirements, Research qualified vendors, and Evaluate vendor options connected so the next decision has clear evidence. How to use this template ## Keep Confirm vendor requirements, Research qualified vendors, and Evaluate vendor options connected so the next decision has clear evidence. - 1 ### Select a vendor Use Select a vendor to sequence Confirm vendor requirements, Research qualified vendors before releasing the next handoff. - 2 ### Prepare activation Use Prepare activation to sequence Research qualified vendors, Evaluate vendor options before releasing the next handoff. - 3 ### Onboard the vendor Use Onboard the vendor to sequence Evaluate vendor options before releasing the next handoff. Not included ## Planning aid This public planning aid contains no live access or private operating data. Add Vendor commercial pricing only inside your secured project. - Contract negotiation terms - System access credentials - Vendor commercial pricing Template FAQ ## Good to know What does the Vendor selection and onboarding template include? + It turns Select a vendor, Prepare activation, Onboard the vendor into a practical schedule with named work, dependencies, and decision points. Who should use the Vendor selection and onboarding template? + Operations leaders completing one vendor selection and onboarding. Cross-functional teams coordinating approvals and handoffs How should I adapt the Vendor selection and onboarding plan? + Set real dates and owners after creation, then add secured operating detail such as Vendor commercial pricing. 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[Use the Vendor selection and onboarding template free](https://app.ganttfather.com/projects/new?template=vendor-selection-onboarding&entry=template-library) Keep Confirm vendor requirements, Research qualified vendors, and Evaluate vendor options connected so the next decision has clear evidence.