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AI TRAINING

AI Vendor Due Diligence for SMEs

Walk away with a repeatable checklist to evaluate any AI vendor in under two hours.

Format
workshop
Level
literacy
Audience
SME operations managers, compliance leads, and founders responsible for selecting AI tools
Prerequisites
No technical or legal background required; participants should bring one or two AI vendors they are currently evaluating

What it covers

This compact workshop equips SME operations and compliance leads with a structured 10-question due diligence checklist, a guide to spotting Data Processing Agreement red flags, and a practical security-page reading framework. Participants complete a live vendor evaluation exercise and leave with a ready-to-use go/no-go decision template. No legal or technical background is required.

What you'll be able to do

  • Apply a 10-question checklist to score any AI vendor within two hours
  • Identify at least five DPA red flags that create GDPR or data-sovereignty risk for SMEs
  • Navigate and interpret a vendor security page to extract relevant risk signals
  • Structure and run a productive 20-minute vendor reference call
  • Complete a go/no-go scoring template and justify the decision to stakeholders

Topics covered

  • 10-question AI vendor evaluation checklist
  • Reading and flagging Data Processing Agreements (DPA)
  • Interpreting vendor security and privacy pages
  • Conducting effective vendor reference calls
  • GDPR compliance red flags in AI contracts
  • Go/no-go decision framework and scoring template
  • Data residency and subprocessor risk for SMEs
  • Common contractual lock-in traps to avoid

Delivery

Delivered as a half-day in-person or remote session. Participants receive a printed or digital toolkit including the checklist, DPA annotation guide, reference-call script, and go/no-go template. The session is 60% hands-on: participants apply each tool to a real vendor of their choice in real time. A follow-up async Q&A channel is recommended for 2 weeks post-workshop to handle edge cases.

What makes it work

  • Assigning one named person as DPA reviewer before any vendor shortlist is finalised
  • Using the checklist as a shared document so legal, ops, and finance align on the same evidence
  • Running reference calls with companies of similar size and sector, not just those provided by the vendor
  • Scheduling a 6-month review date into the go/no-go template to reassess live contracts

Common mistakes

  • Relying solely on a vendor's self-reported security certifications without checking scope and expiry
  • Signing DPAs without verifying subprocessor lists and data residency clauses
  • Skipping reference calls because the sales process felt trustworthy
  • Conflating SOC 2 Type I with Type II and overestimating the security posture it signals

When NOT to take this

This workshop is not the right fit if your organisation already has a dedicated procurement or legal team with an established vendor risk management process, in that case, a deeper supplier risk framework or a CISO-led security review programme is more appropriate.

Example providers

This page describes a training topic. It gives no price or duration: those depend on the provider and your team. The free diagnostic tells you which trainings your team needs first.