MySmartPlans Evidence Readiness

Could your project produce a defensible record today?

Score the governance of your capital-project information before a claim, audit, leadership transition, or discovery request tests it.

Choose 0, 1, or 2 for each statement: 0 = no/not consistently, 1 = partially, 2 = yes/consistently.

One accountable party governs the complete project record.
Every document is stored in a controlled, searchable environment.
Current and superseded versions are clearly distinguishable.
Approvals, comments, and decisions retain dates and responsible parties.
Email and informal channels do not function as the system of record.
Required submissions are tracked against defined standards.
Missing, late, or incomplete records are escalated during the project.
Project participants follow one documented information-governance process.
Records can be exported without reconstructing context from multiple systems.
Leadership can retrieve evidence quickly without relying on individual memory.

Add your ten answers for a score out of 20.
Compare the total with the readiness bands below, then download the checklist for the expanded 12-point review.

What the score means

16–20: Evidence Ready. The record is governed, retrievable, and positioned for review.

11–15: Documentation Risk Emerging. Inconsistency could create gaps or expensive collection work.

6–10: Forensic Reconstruction Likely. Important context is fragmented across people and platforms.

0–5: Claim Exposure Critical. The project may struggle to establish a complete, defensible record.

Download the full checklist

Request a MySmartPlans project review

This educational self-assessment is not legal advice and does not guarantee litigation, discovery, regulatory, or contractual outcomes.