Spreadsheet workflow scoping template
A reusable template for accepted files, transformations, queries, outputs, privacy boundary and acceptance criteria.
How to use it
Copy, assign owners, then attach real evidence.
A checklist is useful only if each item has an owner and a verifiable state. Do not mark an item complete because a tool returned a green badge.
- [ ] Input formats and maximum workbook size listed - [ ] Required cleaning/transformation steps specified - [ ] Read-only queries/charts separated from mutations - [ ] Expected outputs and export formats defined - [ ] Local/browser processing boundary documented - [ ] Acceptance examples prepared from representative files
Checklist
What complete should mean.
Input formats and maximum workbook size listed
Required cleaning/transformation steps specified
Read-only queries/charts separated from mutations
Expected outputs and export formats defined
Local/browser processing boundary documented
Acceptance examples prepared from representative files
The template is an operating aid, not certification.
Use the checklist to structure evidence, ownership and review. It does not replace the authoritative system, regulator, specialist audit, legal advice or professional judgement that may apply to the underlying job.