SPREADSHEET CLEANUP: PREPARATION CHECKLIST
Cleargrain Docs · Operations & Research Support

Use [x] for complete, [ ] for open, or [n/a] when not applicable.
Work with a copy and keep the original unchanged.

DESCRIBE THE JOB
[ ] State the result and who will use it.
[ ] Specify a one-time file or a recurring reporting need.
[ ] List file types, relevant sheets, approximate row counts, and export dates.
[ ] Identify the source version and approved reference files.
[ ] Name the reviewer and the deadline to consider.

EXPLAIN THE DATA
[ ] Define what one row represents.
[ ] Explain important IDs, including meaningful leading zeros or punctuation.
[ ] State date formats, currencies, quantity units, and amount definitions.
[ ] Explain whether blanks mean unknown, not applicable, or missing.
[ ] List known formulas, linked files, hidden rows, filters, or dependencies.
[ ] State any approved matching and duplicate-handling rules.
[ ] Identify unresolved questions and who can decide them.

PREPARE A SAFE EXAMPLE
[ ] Include a normal record and representative problem records.
[ ] Use redacted or fictional details for initial scoping where possible.
[ ] Remove unnecessary personal data and full payment information.
[ ] Check comments, extra sheets, screenshots, and filenames for private details.
[ ] Leave out passwords, keys, and access tokens.
[ ] Agree the transfer method and permitted tools before sharing working data.

AGREE THE HANDOFF
[ ] Every source row will be accounted for, including exclusions and held rows.
[ ] Comparable counts and amounts will be checked on an agreed basis.
[ ] Original values, applied rules, and exceptions will remain reviewable.
[ ] Output format, revision boundary, fee, and timing are written down.
[ ] Approval for live-system changes or operational use is handled separately.

Open question: [question]
Decision owner: [role]
Evidence needed: [description]
Next step: [action]

This checklist helps prepare a brief. It does not certify data accuracy,
financial correctness, or readiness for a live-system import.