Readiness planner
Identify preparation gaps and leave with a prioritized plan for your team.
What is already in place?
0 of 8Mark the items your team has prepared. Leave uncertain items open.
8 preparation gaps
Start with authority, rights and program fit before investing in a package.
- 1
A business decision-maker
Start hereIdentify who can approve an initial discussion and later disclosures.
- 2
A rights and privacy reviewer
Assign the review of source agreements, exclusions and personal information.
- 3
A specific receiving-program question
Ask whether the category and permitted use fit before preparing records.
- 4
A stage-gated preparation budget
Set a first-stage spending cap and a no-deal scenario.
- 5
A bounded record category
Choose one workflow, source system and intended buyer use.
- 6
A documented date range
Map retained history and note migrations or gaps.
- 7
Field definitions and relationships
Draft a dictionary and explain how tasks connect to outcomes.
- 8
Known quality limitations
Describe missing fields, duplicates and unresolved outcomes.
How to use this result
This is a preparation plan based on your answers. It is not a qualification score or permission to disclose records. Keep evidence in your own systems.
Assign an owner and a small budget to each open item. Set a first-stage spending cap, then expand only when fit and rights support the next step.
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