Seasoning readiness worksheet

How this worksheet works

Each item asks for one program decision. Record the decision, its owner and, if useful, where it is documented. Each item is dated when it changes.

• Status: Decided, In progress, Open or N/A. Every item is optional. Mark an item N/A if your program does not need it.
• Actors: the people and firms involved. Use TBD for a role you need but have not filled, and N/A for a role you do not need.
• Ari default: the setting Ari uses unless you tell Ari otherwise. A different value appears in the memo under Settings for Ari.
• Memo and worksheet: the last section produces a memo for circulation and a worksheet for internal diligence. Both print or save as PDF. The worksheet also downloads as a CSV file.
• Documentation: attach a file, add a link, or reuse a document already added to another item. Files and entries are saved in this browser only. Ari does not receive them. The pack collects everything into one zip file.

This worksheet records your decisions. It is not legal or tax advice, and completing it does not establish any tax treatment.

Clear all entries?

This removes every decision, actor and note saved in this browser. It cannot be undone.