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Worksheet

Spreadsheet readiness checklist

A one-page checklist with one row per important spreadsheet. Columns cover owner, editors, readers, checks, change history and what breaks if the owner is away. Mark each cell yes or no. Rows with several no answers show which files to move first.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

ItemWho owns itWhere it is kept todayWhat is missing

Cross out or rewrite any heading that does not fit your business. From the guide “When Should Your Business Move from Spreadsheets to Software?”, www.gullysystem.com/blog/when-to-move-from-spreadsheets-to-business-software