Excel template for trialing Common Framework

• A PDF user guide that explains core concepts, formatting standards, and data entry rules.
• A completed version of the Excel template, populated with sample data
• A blank Excel template you can populate with test data.

Note: Note: the trial template is not well-suited to multiple years of data or to large portfolios.

To get the most out of the Excel trial template package, we recommend completing these initial steps first:

1. Review the Common Framework, Part 4: Practical Guidance
2. Identifying a manageable subset of data to test the framework. (For example, five portfolio organizations covering one reporting period.)

Follow these steps to work through the trial package smoothly:

1. Start with the guide. Read through the instructions to understand the layout, terminology, and formatting options.
2. Review the example version. Explore the populated fields, sample metrics, and structured layout to see how completed data looks in practice.
3. Open the blank template. Save a copy of the template file to your local drive or shared cloud workspace before entering data.
4. Input your data. Fill in your organization details, selected indicators, and baseline metrics following the guidance provided.
   Review and refine. Double-check your numbers for consistency, accuracy, and clarity across all tabs.

Once the trial is complete, book Common Framework office hours to discuss questions, challenges, and possible next steps. You can also reach us via email at info@commonapproach.org