WORKING DOCUMENT
Migration kit · v1.0

Spreadsheet migration kit

Map sources and ownership, decide how each field is treated, and define pilot acceptance and rollback.

Blank template

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Migration / pilot name

Accountable owner

Review / cutover window

01 · Source inventory

Include inboxes and personal workarounds

Source / location	Owner	Purpose / readers	Data sensitivity / retention	Decision

02 · Field mapping and cleaning

Preserve ambiguity instead of inventing certainty

Source field	New field / state	Transform / clean rule	Validation	Owner

03 · Pilot, reconciliation and rollback

Agree before moving data

Pilot population and acceptance checks

Permissions / communication / support

Reconciliation evidence and sign-off

Rollback trigger, owner and method

Confirm lawful access, retention, security, backup and deletion responsibilities before using real personal or customer data. Test with non-customer or appropriately protected records where possible.