REPORTING EXPECTATIONS WORKSHEET
Planning only. No contract, financial assurance, approval or scheduled delivery.
Do not send private information through this worksheet. Save completed copies privately.

Reader and the decision they need to make:
Report purpose and sections:
Current period and comparison period:
Currency, basis and important definitions:
Required source files, owner and receipt deadline:
Included entities, sheets, ranges and known exclusions:
Evidence needed for any claimed cause:
Preparer and person responsible for checking the source and arithmetic:
Unanswered questions and how they will be resolved:
Requested format and accessibility needs:
Intended recipients and permission to share source attachments:
Proposed delivery date (no schedule is created):

FIRST PERIOD
Assembly time:
Review time:
Corrections and unsupported claims removed:
Layout changes needed:
Did the recipient get an answer to the intended decision question? Evidence:

SECOND PERIOD
New source period, changes and missing information:
Assembly time:
Review time:
Corrections and unsupported claims removed:
Layout changes needed:
Did the recipient get an answer to the intended decision question? Evidence:
What could be reused and what had to be rebuilt:

Results require actual observation. A download does not demonstrate time savings,
payment intent, a successful report or a recipient decision.