Working checklist
Use each item as a discussion prompt. Record evidence, owners, assumptions, and unanswered questions rather than treating this as a pass/fail score.
- 1Name the operational decision and required frequency
- 2Identify the system of record for each critical data element
- 3Compare definitions across teams and systems
- 4Measure delay, completeness, accuracy, and reconciliation effort
- 5Map manual inputs, spreadsheets, handoffs, and overrides
- 6Document exceptions and who resolves them
- 7Identify integration, access, retention, and ownership constraints
- 8Choose one decision where improved data can be tested and measured