Spreadsheet Handover Documentation and README Audit
Check whether a spreadsheet has enough explanation for a successor to use it safely, then produce a README tab with sources, steps and cautions.
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Please audit whether my spreadsheet is documented well enough for somebody else to take over. I will describe the workbook, and you tell me what is missing and draft the explanation tab. Inputs: what the spreadsheet is for and who uses it [SPREADSHEET_PURPOSE], where the data comes from and how often it changes [DATA_SOURCES], what I do each month or week to update it [UPDATE_STEPS], formulas or macros that are tricky [TRICKY_PARTS], and mistakes people have made with it before [PAST_MISTAKES]. Please do the following. First, score the current documentation from 1 to 5 on Purpose, Data sources, Update steps, Definitions of key terms, Assumptions, Known limitations, Contact for questions, Change history. Show a total out of 40 and a rating of Handover-ready, Partly, or Not ready, stating your cut-offs. Second, create a table of questions a successor would ask, with columns Question, Do my notes answer it?, Missing information, Who can answer. Third, draft a README tab with these headings: Purpose, Owner and contact, Data sources, How to update (numbered), Key definitions, Assumptions, Checks to run, Do not change, Version notes. Use only my facts and leave [TO FILL IN] where I did not give any. Fourth, add a 10-point quarterly review checklist. Guardrails: do not invent steps or definitions. Do not touch any data. Mark app-specific instructions [VERIFY]. Keep sensitive data out of the README. Add a worked example with invented scores: 3, 2, 4, 1, 2, 2, 5, 1. Show a total of 20 out of 40 and the Partly label.
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