What Happens If
the Workbook Fails?

Six questions to identify control gaps in a business-critical spreadsheet. This is an initial screen, not an audit or a certification.

01 / Ownership
Can a second person operate and explain the workbook?Yes, with current documentationPartly; some steps need explanationNo, it depends on one person

02 / Inputs
Are source data, units, and assumptions validated?Validation and source references are clearSome inputs are checked manuallyInputs and overrides are largely uncontrolled

03 / Logic
Have formulas been tested against known scenarios?Normal, boundary, and failure cases are testedSome spot checks existNo repeatable test process

04 / Versions
Is there one authoritative version and a change record?Yes, with controlled changesMostly, but copies circulateMultiple competing versions

05 / Recovery
Can the team restore a known good version?Recovery is documented and testedBackups exist but restoration is untestedNo dependable recovery process

06 / Access
Does the access model fit the sensitivity and workflow?Access and editing rights are appropriateSome access or concurrency concernsSensitive or shared records lack adequate control

Your Control Exposure

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Answer All Six Questions.

The assessment highlights where to investigate. Business impact also depends on how the workbook is used and what a failure would affect.

Discuss a Workbook Review →When Excel Is the Right System

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What Happens Ifthe Workbook Fails?

What Happens If
the Workbook Fails?