Operational Due Diligence & Site Visit Playbook for 3PLs
N.B. Upload monthly volume, yield, and fully loaded cost per unit; indicate any extraordinary items (ramp scrap, expedite fees). Provide competitor proxy data (teardowns, public disclosures) if direct costs are unavailable.
📄 Prompt Template
Create a due diligence checklist and site-visit plan to assess [Candidate3PL]’s capability for [ProductProfile] during [PeakSeasonWindow]. Cover capacity modeling, labor model, safety, compliance to [ComplianceStandards], inventory controls, value-added services, technology stack, and business continuity. Include interview guides for [RolesToInterview] (ops manager, IT lead, quality, HR, finance).
Output requirements:
Checklist table: Area | Test/Question | Evidence | Accept/Gap | Impact.
Hour-by-hour visit agenda (bullets).
Risk heatmap template (Low/Med/High with triggers).
Post-visit scoring rubric (1–5) with pass/fail gates.
Placeholders to use: [Candidate3PL], [ProductProfile], [PeakSeasonWindow], [ComplianceStandards], [RolesToInterview].