Make it your own
Work through the checklist with your client. Confirm expectations, responsibilities and the communication rhythm before delivery begins. Store sensitive access details in an appropriate secure tool, not in this worksheet.
Open your template
Download the CSV below and open it in your preferred spreadsheet app. Save a working copy, replace any sample information and adapt the columns to the work you actually do.
Keep one current version
Choose a single place for the working document. Review it with the people responsible and remove columns that do not help you make decisions.