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Should you stop using spreadsheets for stakeholder engagement?

A 15-question scoring sheet to find out, with an auto-calculating total and a clear verdict for your score 

This is a diagnostic engagement teams use to decide whether their spreadsheets are still serving them or starting to cost them. Answer 15 yes/sometimes/no questions, add up your score out of 30, and read the verdict.

It takes about 5 minutes and gives you something most checklists don't: a real number, a clear interpretation, and a concrete next step based on where you land.

What's in the scoring sheet:

  • 15 questions across 5 areas: data and organization, reporting and visibility, team collaboration, risk and compliance, and time and scale
  • Each question includes a short "why this matters" note, so you understand what each one is really asking
  • Yes / Sometimes / No scoring with a clear point system (Yes = 2, Sometimes = 1, No = 0)
  • An auto-calculating total when filled in on a desktop PDF reader, or fill it in by hand and total it up yourself
  • A 4-tier verdict that tells you exactly what your score means, in plain English
  • A clear next step at the end if your score signals it's time to switch

Download the free scoring sheet

 

Who this is for:

  • Engagement and consultation teams managing stakeholder information in spreadsheets right now
  • Team leads who suspect spreadsheets are slowing the team down, but want a real diagnostic before raising it
  • Managers building an internal business case for purpose-built software, with a defensible score and verdict
  • Anyone who's been told, "We've always used spreadsheets, what's wrong with that?"

Jambo is trusted by governments and organizations worldwide

Frequently Asked Questions (FAQs) about whether you should stop using spreadsheets for stakeholder engagement

Here, you can find answers to the most commonly asked questions about Jambo's scoring sheet.

If you don't find the answer you're looking for, our friendly sales team is always here to help. You can contact us at hello@jambo.cloud.

Checklist - stop using spreadsheets

 

How is this different from a regular spreadsheet checklist?
A checklist just gives you a list of yes/no questions. This is a scoring sheet: each answer carries a point value, the total comes out of 30, and there's a 4-tier verdict that tells you whether you're fine, watching for problems, in real trouble, or actively hurting your team. The shift from "yes, I ticked some boxes" to "we scored 19/30" is what makes this useful for internal conversations.
Do I have to be ready to switch software to use this?
No. The scoring sheet works even if you've never considered switching. The 15 questions surface problems that are easy to ignore day-to-day  but compound over time. Some teams use it as a regular health check; others use it as the first step in a software evaluation. A low score is still useful information.
Will the score really auto-calculate?
In most desktop PDF readers (Adobe Acrobat Reader, Preview on Mac, Foxit, Nitro), yes. In browser-based PDF viewers (Chrome's built-in viewer and some mobile readers), the radio buttons still work, but the total may not be calculated automatically. In that case, just add it up by hand and enter the total in the score field. The sheet is built to work either way.
Is this only relevant if I'm using Excel?
No. The questions apply whether you're in Excel, Google Sheets, Numbers, or any combination of them. The issues come from spreadsheets as a category, not from any specific tool.
Can I share this with my team?
Yes. Many teams use this as a 20-minute exercise: everyone fills it in independently, then compares scores. The disagreements (one person scoring 8, another scoring 22 on the same team) are often more useful than the average, because they surface where individuals are feeling the pain others haven't yet noticed.
Why does my score include a Sometimes option?
Because real life isn't binary. "Sometimes" lets you score honestly when something is occasionally a problem, but not always. Forcing a Yes /No often pushes people toward the easier answer, making the diagnostic less useful.

Past the diagnosis stage?

If you've already realized spreadsheets aren't enough and want to see what better looks like, book a 15-minute call. We'll walk you through how Jambo handles the issues this scoring sheet surfaces.