Source check and data gap notice
Tell the client before release which source failed the pre-release check, which sections are held, and when the held figures will be released.
- Industry
- Technology-Oriented Consulting
- Team
- Operations
- Use case
- Project management
- Tags
- Client reporting
Template preview
Overview
What this template supports
A data gap notice for consultancies that deliver monthly reporting packs. It leads with the failed source, then shows the check results with pass and fail badges, the held and released sections, the decision flow, a dated release plan and named contacts.
- Failed source danger callout
- Source check results table
- Held sections checklist
- Check decision flowchart
- Dated release plan
- Named contacts
How to use this template
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Record the check results
List each source with the check, the threshold, the measured result and a pass, fail or not run status.
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Name the held sections
List every section held in draft and every section released on schedule, and state the reason the held section will show in the pack.
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Date the release plan
Give the date each step happens, who owns it, and what happens if the source is still not confirmed on the last date.
Frequently asked questions
What does Source check and data gap notice help me do?
Tell the client before release which source failed the pre-release check, which sections are held, and when the held figures will be released.
What is included in this template?
It includes Failed source danger callout, Source check results table, Held sections checklist and Check decision flowchart.
Who is this template designed for?
It is designed for Operations teams working in Technology-Oriented Consulting.
What should I review before using this template?
List each source with the check, the threshold, the measured result and a pass, fail or not run status. List every section held in draft and every section released on schedule, and state the reason the held section will show in the pack.
When is a section held instead of released with a caveat?
That depends on the thresholds agreed for the retainer. In the example, a row count above 10 percent away from the previous period holds the section and 5 to 10 percent releases it with a caveat.
Does the notice explain why the source failed?
No. It states what failed the check and what is held. Finding the cause belongs to the team that owns the source.