Migration reconciliation
Source system · Object type · Source count · Expected count · Observed count · Exception · Owner · Authority · Region · Dependency · Evidence URL · Go/no-go · Deferred item · Release
Download CSV →Editable evaluation worksheets
Take a practical worksheet into your next evaluation.
Download blank CSVs for costs, migration, access, recovery and workflow checks. Fill in your scope and observations so each decision has a clear owner and basis.
Planning aids · version 2026-10-10 · no customer data
Choose a worksheet
CSV files open in common spreadsheet editors. Each contains headers and an empty record. Fill in approved, non-secret information; keep credentials and client data out of public inquiries. Blank fields are unresolved questions, not acceptance.
Recovery drill
Workload · Restore mode · Destination · Region · Key custodian · Overwrite approval · Requested RPO · Requested RTO · Observed RPO · Observed RTO · Started · Completed · Retrieval wait · Failed objects · Evidence URL · Reviewer · Cleanup sign-off · Release
Download CSV →Workflow acceptance
Trigger · Condition · Target · Action · Policy scope · Approver · Approval expiry · Duplicate key · Retry ceiling · Stop condition · Compensation · Verification · Evidence URL · Owner · Release
Download CSV →Responsibility and access
Party · Client scope · Resource · Read · Write · Approve · Contract responsibility · Policy · Role · Delegation expiry · Revocation test · Denied-action evidence · Owner · Release
Download CSV →Control evidence
Control · Framework mapping · Source record · Observation time · Period · Audience · Redaction · Missing/stale status · Exception · Reviewer · Evidence URL · Release
Download CSV →Commercial and component costs
Component · Supplier · Selected plan · Billable units · Quantity · Unit price · Monthly amount · Setup cost · Retained tool · Provider fees · Taxes · Commitment · Exclusion · Quote date · Evidence URL
Download CSV →Weighted evaluation
Criterion · Weight 0-5 · Observed score 0-5 · Evidence status: observed/contracted/planned/unknown · Evidence URL · Owner · Release · Must-have · Stop/go decision
Download CSV →Pre-order checklist
Supplier legal identity · Scope/version · Total price and extras · Term · Renewal · Cancellation · Support schedule · Region · Processing schedule · Security schedule · Subprocessor register · Transfer instrument · Retention/deletion timetable · Export/exit · Acceptance process · Unresolved question
Download CSV →Partner enrollment checklist
Program open confirmation · Accepted enrollment version · Eligibility · Attribution rule · Tier basis · Qualified revenue · Reward formula · Payout timing · Term · Territory · Exclusions · Tax responsibility · Approval
Download CSV →Use the scorecard consistently
Assign a weight from 0–5 and an observed score from 0–5. Multiply them for each criterion. Record observed, contracted, planned or unknown evidence separately; do not award a passing score for an untested must-have. A failed must-have or unresolved authority is a stop condition regardless of the total.
Commercial and legal checklists
These are planning aids, not contract amendments. Confirm the supplier identity, accepted order, applicable schedules and current program status. Referral arithmetic must use the accepted tier basis and qualified revenue; no reward, payout date or enrollment is created by a worksheet.