Data needed / readiness
Outstanding data items required for complete and reliable reporting, with owner and impact.
Sample Community Church · Atlanta, GA
Completion
2 of 7 items complete
29% of tracked readiness items complete in this prototype.
Checklist
| Item | Owner | Status | Impact if not resolved |
|---|---|---|---|
| Chart of accounts mapping confirmed with finance lead | Finance team | Complete | Required for statement-of-activities accuracy. |
| Prior-year comparative export (full year 2025) | Church administrator | In progress | Blocks year-over-year variance reporting until received. |
| Restricted-fund donor designations reconciled | Finance team | In progress | Needed to confirm restricted-fund compliance stoplight. |
| Bank statement — September 2026 | Finance team | Not started | Cash reconciliation for the current month is incomplete without it. |
| Payroll summary — August 2026 | HR / payroll contact | Not started | Personnel actual-versus-budget line will understate expenses. |
| Signed board approval of Q2 executive report | Board chair | Not started | Executive report cannot move from draft to approved. |
| Count-sheet dual-signature policy on file | Finance team | Complete | Supports the internal-controls readiness topic. |