Client Readiness
& Data Ownership
A pre-kickoff workbook to align on what is ready, what needs help, and who owns what — before the implementation clock starts.
Please complete this document with your team. It exists not to grade you, but to surface the few things that, if left unaddressed, tend to delay every implementation we run. Mark each statement Ready, Need help, or Not yet — and where prompted, name the person responsible.
When complete, email this document to your Project Coordinator — the same person you received your Welcome Email from. The easiest way is to use the Send to ASG button above, which prepares a PDF and an email for you.
By emailing this completed document, you acknowledge that you have answered these questions truthfully and to the best of your knowledge.