Worksheet

Cutover date comparison sheet

A single grid with the candidate dates down the side and criteria across: books closed, stock count, open invoices, payroll run, audit calendar, seasonal peak, staff availability. Each cell holds a green, amber or red mark with a short note, and a final column records the decision, the person who made it and the date.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Choosing a cutover date: month end, quarter end or year start”, www.gullysystem.com/blog/choosing-a-cutover-date-month-end-quarter-end-or-year-start