Critical transactions, dependencies, go-live decisions and support through the first operating cycle.
Type into the table cells, then print or save as PDF. Edits are not automatically saved: save your completed PDF before closing.
Use this starter to support discussion and record decisions. Adapt it to your business, programme scope and accountable owners.
| Transaction | Operational owner | Evidence / test result | Open action |
|---|---|---|---|
| Invoice a customer | |||
| Receive and allocate cash | |||
| Approve a purchase | |||
| Pay a supplier | |||
| Post and reconcile balances | |||
| Produce required reporting |
| Dependency | Provider / approver | Needed by | What it unblocks |
|---|---|---|---|
| Entity and registration details | |||
| Banking arrangements | |||
| Customer and supplier records | |||
| User access and approvals | |||
| Integration inputs |
| Decision / condition | Accountable owner | Evidence needed | Due date |
|---|---|---|---|
| Operating scope confirmed | |||
| Migration accepted | |||
| Cutover and contingency rehearsed | |||
| Support coverage confirmed |
| Milestone | Support owner / route | Coverage | Handover evidence |
|---|---|---|---|
| First invoicing run | |||
| First payment run | |||
| First reporting cycle | |||
| First month-end close |
Need help connecting the work? website@leanpro.co.uk
Leanpro Ltd ยท Practical change. Confident delivery.