Before discovery
- Name the workbook owner and daily users.
- List linked files, macros and outside systems.
- Prepare fictional ordinary and exceptional examples.
- Describe the repeated task and current workaround.
Readiness checklist
Prepare the examples an app must get right.
Use these prompts for your own notes. This page does not upload a workbook or collect answers.
Reviewed October 16, 2026 ยท Faith Forge Labs
Before building
- Agree records, identifiers and required fields.
- Approve calculation examples and override rules.
- Define view, edit, approval and export permissions.
- Decide how simultaneous edits and failed saves appear.
Before switching
- Reconcile the migrated data and key reports.
- Let intended users complete the full task.
- Choose the source of truth and stop conflicting imports.
- Agree a fallback and recovery limits.
At handoff
- Name the rule and access owners.
- Document backup, support and change procedures.
- Keep the release checks and known limitations.
- Separate later improvements from the accepted scope.