QUALIFICATION CHECKLIST

Review manufacturing fit
without hiding the unknowns.

Use this checklist after intake and before quoting. It helps a reviewer distinguish complete facts, known capability matches, confirmed conflicts, and questions that need a person.

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01 / USE THIS WHEN

A working resource for a specific operating moment.

  • A submitted project needs a consistent first-pass review before it enters technical or commercial work.
  • Reviewers need a common definition of complete, needs review, and known conflict.
  • Your team wants a traceable reason for the initial routing decision.

02 / HOW TO USE IT

  1. 01

    Check completeness first. A missing answer should remain unknown unless another known conflict independently determines the outcome.

  2. 02

    Compare only against current, approved plant criteria with a named source or owner.

  3. 03

    Record the exact basis for a match or conflict instead of relying on a generic fit score.

  4. 04

    End with an outcome, reason, owner, and next action that another reviewer can understand.

03 / THE TEMPLATE

Every field earns its place.

Adapt the wording and answer options to your operation. Keep the reason visible during implementation so a shorter form does not become a less useful form.

CONTRACT MANUFACTURING QUALIFICATION CHECKLISTWORKING COPY · ADAPT BEFORE USE

Contract Manufacturing Qualification Checklist

A contract manufacturing qualification checklist for completeness, capability, scale, timing, unknowns, and accountable handoff.

01

Intake completeness

Confirm the request has enough information for the intended first-pass decision.

Product defined

Product category, description, services, and SKU count are present.

Configuration defined

Primary package, size, closure, process, and relevant product traits are present or marked unknown.

Commercial basis defined

First-run volume per SKU, annual forecast, and requested date are present.

Requirements defined

Certifications, allergens, claims, sourcing responsibility, and formula stage are present.

02

Capability checks

Compare submitted requirements with documented plant criteria.

Category support

The product category appears in the current approved capability source.

Line configuration

The requested package and relevant features match a supported configuration.

Process support

The requested or required process is supported, or technical confirmation is assigned.

Requirement support

Required certifications, allergen controls, and relevant claims have a confirmed review path.

03

Scale and timing

Apply the plant’s real quantity and lead-time rules with the correct basis.

Minimum comparison

Compare first-run units per SKU with the approved minimum or review band.

Forecast context

Record the annual forecast separately from the first run.

Lead-time check

Compare the requested production date with the approved planning threshold.

Material lead times

Identify formula, ingredient, and packaging dependencies that need sourcing review.

04

Decision integrity

Make the result explainable, conservative, and easy to audit.

Unknowns visible

Every material missing fact is listed and assigned rather than guessed.

Conflicts specific

Every not-fit reason names the requirement and the approved criterion it conflicts with.

Evidence current

Each decisive criterion has a source, owner, and review date.

Human review preserved

Technical, quality, commercial, and scheduling decisions remain with their accountable owners.

05

Outcome and handoff

Close the first-pass review with a clear path forward.

Outcome selected

Choose qualified, needs review, not a fit, or incomplete.

Reason written

Summarize the decisive match, conflict, or unknown in plain language.

Owner assigned

Name the person or function responsible for the next action.

Next action dated

Record the follow-up action and due date.

04 / OPERATING CAUTIONS

Keep intake inside its proper boundary.

This is a practical starting point, not legal, regulatory, food-safety, or process-authority advice.

  • 01

    A checklist is only as reliable as the approved capability source behind it. Review plant criteria on a defined schedule.

  • 02

    Do not turn an unanswered question into a fabricated pass or conflict.

  • 03

    A qualification outcome does not approve safety, process, regulatory compliance, commercial terms, or live capacity.

  • 04

    Explain external declines in plain language without exposing confidential plant rules or other customers’ information.

15 MINUTES. NO PREPARATION NEEDED.

See what your plant’s intake
could look like.

In 15 minutes, we’ll show you an example and discuss the details your team needs before pursuing a project.

Have a questionnaire or a recent inquiry? You’re welcome to bring it. Neither is required.