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Due diligence

Due diligence checklist for consulting teams

Before a recommendation goes live, the team should check claims, sources, assumptions, and evidence trails. A due diligence checklist keeps unsupported statements out of the final memo and deck.

What to verify

Why this matters

A recommendation can sound polished and still be weak if the evidence is thin. A due diligence pass catches the gap between what looks plausible and what is actually supported by facts.

Search intent note: this page targets due diligence checklist, source validation, claim checking, assumption review, evidence trail, and research hygiene keywords.

Best practice

Keep a short evidence trail next to the recommendation so reviewers can see which statements are backed by data and which ones still need confirmation. That makes the next revision faster and more honest.

Final output

The output of the checklist should be a cleaner memo, fewer unsupported claims, and a stronger review process the next time the team prepares a strategy.