What should a proposal for technology due diligence show?
The short answer
A technology due diligence proposal should state the decision being supported, included sites and systems, evidence sources, inspection or testing methods and required permissions. It should identify specialist boundaries, deliverables, reporting dates and exclusions. Require a clear method for distinguishing verified findings from assumptions, and explain how unresolved evidence gaps or additional investigation will be handled.
Answered by Jim Mazzarella, CEO & Managing Partner
Specify the evidence, not just the report title
List the records to be reviewed, people to be interviewed and locations to be inspected. If sampling is proposed, describe its limits. Any technical testing should have explicit authorization and a defined scope. Do not accept a broad assessment label as evidence that legal, financial, security and physical-condition reviews are all included.
Require decision-ready deliverables
- An asset and service register with evidence sources and known gaps
- Prioritized findings with operational implications, uncertainty and responsible owners
- A distinction between immediate corrective work and longer-term investment options
- Secure handling and return or disposal arrangements for sensitive materials
- Fees, customer dependencies, review meetings and approval rules for expanded investigation
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