What the plan covers
The workbook has three tabs. An Instructions tab explains how to work the plan and why retrieval time is the column that matters. The 90-Day Plan tab carries 33 tasks grouped under three phase banners, each with an owner, a due date, a status dropdown, a retrieval-time column, and a plain statement of what “done” looks like. The Phase Gates tab holds the 12 gates — four per phase — that decide whether a phase is actually finished.
The structure follows the companion 90-day inspection readiness guide, which explains the reasoning behind each phase.
- Days 1–30 — inventory every record type an investigator asks for, name an owner, and measure retrieval time honestly
- Days 31–60 — close gaps in risk order while running unannounced retrieval rehearsals in parallel
- Days 61–90 — hold the line: change freeze, visible metrics, briefed roles, and a re-measure against the baseline
- A pass/fail gate at the end of each phase — a phase is not done because its tasks are ticked
- Owner, due date, status and evidence-reference columns on every task
Why retrieval time is the column that matters
Inspections are rarely lost on whether a record exists. They are lost on how long it takes to produce it, complete and current, while somebody waits. That is why every retrieval task in this plan has a time column, and why the instruction is to measure rather than estimate — a rounded-down number hides the exact problem the plan exists to fix.
Rehearsal is the other half. Phase two asks you to have a non-owner request records at random, including one whose owner has left, because that is the dependency an inspection will eventually expose for you.
How this differs from the readiness checklist
Our inspection readiness checklist is a snapshot: twenty record types, rated Ready / Gap / N-A, telling you where you stand today. This 90-day plan is the schedule that closes those gaps — dated tasks, owners, and gates over a quarter.
Most teams use both: run the checklist first to find the gaps, then work this plan to close them, and re-run the checklist at day 90 to confirm the numbers actually moved.
