Readiness worksheet

Separate the urgent issue from the missing responsibility.

This is an orientation tool, not a technical diagnosis or risk score. Answer from observable facts and keep secrets out of the worksheet.

TodayRestore a person’s workflow

Next monthAssign recurring ownership

Defined briefScope a review, decision, or relationship

Start here

Which responsibility cannot wait?

Prepare the conversation

Bring facts a provider can act on.

People or business area affected
Tool, tenant, device, or relationship in scope
When the issue or pattern began
Who currently owns the work
What has already been tried or decided
The outcome that would make the next step useful

When all three routes apply

Restore blocked work first. Then decide who should own recurring health. Scope specialist work around a named question or deliverable. Sequencing the conversations avoids forcing every need through one generic support request.

Compare the matching doors