Practical project preparation and review templates

Five reusable CSV files for defining needs, preparing data and recording checks.

Business leads, project owners and users

Updated 26 October 2026

Before you start

  • A spreadsheet application that opens UTF-8 CSV files with a semicolon delimiter.

How to use these files

The examples are fictional and contain no customer data. Column headings are bilingual. Download a file, keep a blank copy and replace the examples with your working information. Downloading does not send your edited content to Excellia.

  1. Open the file as UTF-8 using a semicolon delimiter.
  2. Replace the examples and keep identifiers stable.
  3. Have definitions reviewed by the person accepting the project.
  4. Share only what is needed, through the agreed channel.

Project brief

Use one row per need: current situation, objective, owner, expected result and acceptance point. Prepare the first conversation without recording passwords or confidential information.

Data dictionary and quality

The dictionary describes fields and rules; it is not an import file that works with every application. Confirm the target format before importing real data.

Indicator dictionary

Define a formula, unit, scope, frequency and owner. A useful definition lets two people reproduce the same calculation.

Acceptance checks and issue reports

The acceptance template separates expected and observed outcomes. The support template structures a reproducible issue; hide personal information before sending it.

Troubleshooting

The content opens in one column.

Use your spreadsheet application’s import function and select a semicolon delimiter.

Accented characters look wrong.

Import the file as UTF-8. The files include a UTF-8 marker to make opening them easier.

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