Your four documents

The Checklist

All 38 items on a printable form, with check boxes and concise explanations. Use this as your working document when evaluating any new technology.

The Complete Guide

A deep dive into every checklist item, with plain-language explanations, vendor questions, and a regulations-by-region reference table.

The Quick Reference Card

Just the 11 Essential items on a single page. If you only have time for the basics, start here.

The Vendor Questions Sheet

Every question from the checklist compiled into a ready-to-send list. Copy it, adapt it, and email it directly to any vendor you are evaluating.

How to use these: click "Make a copy" - the document opens in Google Docs and prompts you to save your own editable version. Edit, fill in, share with your team. The PDF link is for printing or offline use.

Licence: The whole pack is licensed under CC BY-SA 4.0. You can share, adapt, and distribute it freely - just credit the source and share under the same licence.

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