Guided Onboarding Workshop: Third-Party Due Diligence

Workshop Outline

Implementation Outcome Summary

At the end of the set of workshops, Customer should be able to:

Populate third-party inventories, via ad-hoc, and bulk import
Create custom templates and update existing templates
Launch and review assessments
Flag and review risk on inventory items
Adjust and create workflows

Kick Off


Prerequisites	Responsibility
Identify project stakeholders	Customer
Provide customer access to dedicated OneTrust production tenant and "Getting Started" user documentation	OneTrust
Issue meeting invites	OneTrust
Request Dow Jones integration credentials	OneTrust


Workshop	Responsibility
Present kick-off deck - validate scope and set expectations for delivery	OneTrust
Review key success criteria for deployment	Joint
Summarize key next steps and requirements for workshops	OneTrust
Organize schedule for implementation workshops	Joint
Confirm access to myOneTrust knowledge base	Joint


Follow-Up	Responsibility
Provision consultant access to OneTrust tenant	Customer
Send meeting notes, action items, delivery checklist, and workshop outline document	OneTrust

Workshop 1: Third-Party Due Diligence Module Demo


Prerequisites	Responsibility
Add implementation consultant as external user to tenant	Customer
Plan demo based on customer design requirements	OneTrust


Workshop	Responsibility
Discovery of current due diligence process	OneTrust
Overview or organization hierarchy	OneTrust
Demonstration of the Third-Party Due Diligence module	OneTrust
Global settings and branding overview	OneTrust


Follow-Up	Responsibility
Send meeting notes, action items, and relevant myOneTrust articles	OneTrust
Finalize and validate Organization Hierarchy configuration	Customer
Provide existing third-party inventory data for review	Customer

Workshop 2: Inventory and Attribute Manager


Prerequisites	Responsibility
Provide any existing vendor data	Customer
Configure Dow Jones integration	OneTrust
Enable TPDD default attributes	OneTrust
Create default inventory view and re-label TPDD dashboard	OneTrust
Review customer export of third-party data (if provided)	OneTrust


Workshop	Responsibility
Review system attributes and grouping	OneTrust
Training on attribute manager and how to customize	OneTrust
Mapping exercise	Joint
Demonstrate ad-hox/bulk import of third-party data	OneTrust


Follow-Up	Responsibility
Send meeting notes, action items, and relevant myOneTrust articles	OneTrust
Finalize attribute manager configuration	Customer
Finalize inventory view and settings	Customer

Workshop 3: Dow Jones and Risk Settings Overview


Prerequisites	Responsibility
Define third-party risk scoring methodology and set aggregation default	Customer
Review customers risk settings	OneTrust


Workshop	Responsibility
Training on Dow Jones and screening results overview	OneTrust
Training on risk module, including: risk library, and register	OneTrust
Review risk settings	OneTrust


Follow-Up	Responsibility
Send meeting notes, action items, and relevant myOneTrust articles	OneTrust
Send PDF copies of existing assessment templates	OneTrust
Begin building of risk library	Customer
Finalize risk settings	Customer

Workshop 4: Assessment and Template Review


Prerequisites	Responsibility
Share PDF copies of existing assessment templates	OneTrust
Review standard assessment PDF’s	Customer
Create users who will be assigned as assessment reviewers, risk owners, approvers, etc.	Customer
Send examples of existing assessment documentation (if applicable)	Customer
Review customer provided assessment documentation	OneTrust


Workshop	Responsibility
Training on OneTrust template assessment gallery	OneTrust
Training on template builder (inventory and attribute questions)	OneTrust
Training on assessment rule settings	OneTrust
Update or create third-party templates	Joint


Follow-Up	Responsibility
Send meeting notes, action items, and relevant myOneTrust articles	OneTrust
Finalize questionnaire template(s) and assessment rules	Customer
Testing and validation of vendor template questionnaires	Customer

Workshop 5: Workflow and Automation Rules


Prerequisites	Responsibility
Share existing workflow documentation (if applicable)	Customer
Review myOneTrust knowledge base articles	Customer
Review any workflow documentation shared by customer	OneTrust


Workshop	Responsibility
Training on workflow functionality, including: stage, and workflow rules	OneTrust
Training on automation rule functionality	OneTrust
Build third-party workflows	Joint
Build automation rules	Joint


Follow-Up	Responsibility
Send meeting notes, action items, and relevant myOneTrust articles	OneTrust
Finalize workflow requirements and configuration	Customer
Finalize automation rule requirements and configuration	Customer
Testing and validation of workflow rules and stages	Customer

Workshop 6: Reporting Overview and Admin Training


Prerequisites	Responsibility
Share any existing reporting documentation	Customer
Provide email branding, if applicable	Customer
Review customer instance to tailor training to tenant	OneTrust


Workshop	Responsibility
Training on reporting, including: dashboard, report builder, and scheduled reports	OneTrust
TPDD module training	OneTrust


Follow-Up	Responsibility
Send meeting notes, action items, and relevant myOneTrust articles	OneTrust
Finalize default dashboard and schedule reports	Customer
Finalize branding if not completed	Customer

Workshop 7: Implementation Closure


Prerequisites	Responsibility
Complete all workshops	Customer
Import third-parties if not completed	Customer


Workshop	Responsibility
Present project closure deck	Joint
Discuss best practices for use and maintenance of platform	OneTrust
Close out final questions and open items	Joint
Disable any OneTrust user accounts tied to this module	Customer


Follow-Up	Responsibility
Send meeting notes, action items, and relevant myOneTrust articles	OneTrust
Provide OneTrust support team information	OneTrust

Product Documentation Third-Party Due Diligence

Last updated: October 28, 2026