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Report & scale template

Controller review checklist

How to use it

Balance-sheet review, exception resolution, and documented sign-off.

The controller works through every open balance-sheet area, escalates unresolved policy questions, and signs off with retained evidence.

Review lines

Controller review checklist — Review lines
Balance-sheet area	Open exception	Policy question	Owner	Escalation	Review conclusion	Sign-off	Retained evidence
Balance-sheet area, row 1	Open exception, row 1	Policy question, row 1	Owner, row 1	Escalation, row 1	Review conclusion, row 1	Sign-off, row 1	Retained evidence, row 1
Balance-sheet area, row 2	Open exception, row 2	Policy question, row 2	Owner, row 2	Escalation, row 2	Review conclusion, row 2	Sign-off, row 2	Retained evidence, row 2
Balance-sheet area, row 3	Open exception, row 3	Policy question, row 3	Owner, row 3	Escalation, row 3	Review conclusion, row 3	Sign-off, row 3	Retained evidence, row 3
Balance-sheet area, row 4	Open exception, row 4	Policy question, row 4	Owner, row 4	Escalation, row 4	Review conclusion, row 4	Sign-off, row 4	Retained evidence, row 4
Balance-sheet area, row 5	Open exception, row 5	Policy question, row 5	Owner, row 5	Escalation, row 5	Review conclusion, row 5	Sign-off, row 5	Retained evidence, row 5
Balance-sheet area, row 6	Open exception, row 6	Policy question, row 6	Owner, row 6	Escalation, row 6	Review conclusion, row 6	Sign-off, row 6	Retained evidence, row 6
Balance-sheet area, row 7	Open exception, row 7	Policy question, row 7	Owner, row 7	Escalation, row 7	Review conclusion, row 7	Sign-off, row 7	Retained evidence, row 7
Balance-sheet area, row 8	Open exception, row 8	Policy question, row 8	Owner, row 8	Escalation, row 8	Review conclusion, row 8	Sign-off, row 8	Retained evidence, row 8
Balance-sheet area, row 9	Open exception, row 9	Policy question, row 9	Owner, row 9	Escalation, row 9	Review conclusion, row 9	Sign-off, row 9	Retained evidence, row 9
Balance-sheet area, row 10	Open exception, row 10	Policy question, row 10	Owner, row 10	Escalation, row 10	Review conclusion, row 10	Sign-off, row 10	Retained evidence, row 10

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