Use the worksheet to organize a kickoff conversation and assign the next three actions. Keep completed copies internally and verify requirements through the appropriate contract and official process.
Download the fillable readiness worksheet.
One page, 23 fillable fields, and space for the next three actions. Save it locally, complete it in a compatible PDF reader, or print a blank copy.
Download the fillable PDF →Keep completed copies inside your organization. Share a high-level inquiry through our contact form when you want to discuss support.
Use the worksheet to prepare a useful kickoff
A readiness conversation works better when the business, technical owner, and contract owner can see the same open questions. This worksheet creates a concise agenda: the required level to confirm, information questions, a high-level environment summary, three next actions, and the next meeting.
It is a planning aid. Completing it does not establish that safeguards are implemented, evidence is sufficient, or an assessment is complete. Use the applicable contract and current official process when determining the organization’s obligations.
1. Name the people who can resolve questions
Enter the planning owner and target review date. The planning owner keeps the discussion moving; that person may need help from IT, leadership, an outside provider, or the person responsible for the contract. Write down who has authority to answer each question.
For the required-level field, use a confirmed requirement or write that it still needs confirmation. An unanswered question is useful information when it has an accountable owner. Avoid turning an assumption into a statement of fact just to complete a form.
2. Separate information questions from system decisions
Use an internal reference for the relevant contract or solicitation. In the adjacent field, note any unresolved FCI or CUI question and who will resolve it. Then summarize the systems, locations, providers, and responsible people at a high level.
Keep the detailed environment inventory and sensitive evidence in the organization’s approved records. The one-page worksheet should point the team to those records rather than duplicate secrets, credentials, or sensitive contract material.
3. Choose three actions that can be reviewed
Give each action a concrete verb, an owner, a due date, and an evidence reference. For example: “Confirm which shared workspace handles the contract’s information,” followed by the accountable person, a target date, and the reference to the decision record.
For a technical gap, distinguish implementing a change from checking that it works. A task is easier to close responsibly when the expected proof and reviewer are known before the work begins. The worksheet intentionally provides three rows to keep the next meeting focused.
4. Record the decision and next meeting
Use the final box for the decision or question that leadership must resolve. Set a next meeting date and owner before ending the discussion. At the next review, compare the previous commitments with the supporting records, update unresolved questions, and choose the next three actions.
Once the team needs a fuller working system, explore CMMC Pulsar for connected scope, control, evidence, and documentation workflows. Level 1 annual software starts at $399/year. FBP also offers $3,000 end-to-end Level 1 readiness support within a defined professional scope; software and other costs are separate.
Plan the software and service budget → · Build a fuller evidence register →
Sources and product information
- Official Level 1 self-assessment and affirmation requirements
- FBP Level 1 preparation responsibilities
Product prices and descriptions were checked against the public pages on October 22, 2026. Suggested review steps and budget examples are illustrative working methods. Confirm current purchase terms and the proposed service scope.