Folder & Form - Blank document backlog inventory
Suggested preparation worksheet | folderandform.com
Guide: https://folderandform.com/resources/document-backlog-inventory

Describe sources generally. Keep actual document contents, sensitive filenames,
credentials and private links out of a public scope request. Counts may be
estimates; label them. Suspected overlap is not a confirmed duplicate count.

COLLECTION SCOPE
Desired result and retrieval needs:
Collection cutoff:
Excluded material:
Authorized decision owner:
Proposed destination:

SOURCE INVENTORY - repeat for each source
Source reference:
General location description:
Approximate file count / exact or estimated:
Common formats and page-volume notes:
Possible overlap with another source:
Known revision / naming / date questions:
Access owner and approved handoff method:
Pending access or missing-source decision:

PILOT
Common records represented:
Meaningful exceptions represented:
Sample authorization and agreed private channel:
Naming, grouping and index rules to test:
Person who can settle questions:

WORK BOUNDARY
Backlog included in the scoped job:
New incoming work handling during cleanup:
Dependencies that affect the requested deadline:
Output and review criteria:
Next decision needed: