AI TRAINING
AI Vendor Due Diligence for SMEs
Walk away with a repeatable checklist to evaluate any AI vendor in under two hours.
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. The session is delivered in a single half-day, with roughly 60% hands-on application and 40% guided instruction. 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.
Providers to consider
Sources
This training is part of a Data & AI catalog built for leaders serious about execution. Take the free diagnostic to see which trainings your team needs.