Use this template
Download the CSV and open it in Excel, Google Sheets or another spreadsheet tool. Replace the empty row with your records. Use one consistent currency per comparison and link evidence rather than storing passwords or sensitive account details.
- Record the baseline and proposed change.
- Identify the accountable owner and approval evidence.
- Keep potential, committed and realized stages distinct.
- Confirm the result from supporting records before marking it realized.
Connect the record to the decision.
Use verified source information and assign responsibility before acting. Spends Control helps keep the relevant records together; your team confirms the policy and the final decision.
Explore the relevant toolReady to put these controls into action?
Bring your records and responsible people into one connected workflow.