Cloud Cost Control Worksheet (FinOps-lite)

Use this worksheet once per month. The goal is simple: understand what changed, why it changed, and what you will do next month to keep spend predictable without increasing risk.

Part A: Platform Inventory

Platform	Owner	Billing Model	Last Invoice (NZD)	This Invoice (NZD)	Change (+/-)	Notes
M365 / Workspace		Per-user
Backup Platform		Storage + seats
Core SaaS (CRM/ERP)		Per-user
Other SaaS Tools		Mixed

Part B: Seat Hygiene

Platform	Seats Paid	Seats Used	Stale Accounts?	Action	Target Date
			Yes/No
			Yes/No
			Yes/No

Part C: Storage & Retention

Area	Current Growth Trend	Retention Rule	Risk if Reduced	Action
Email / Mailboxes			Low/Med/High
Shared Drives / SharePoint / Drive			Low/Med/High
Backups			Low/Med/High
Logs / SIEM			Low/Med/High

Part D: New Subscriptions & Renewals

Tool	Why we pay	Who uses it	Renewal Date	Keep/Replace/Retire	Notes

Part E: This Month’s Top 3 Actions

1) ____________________________________________
2) ____________________________________________
3) ____________________________________________

Tip: When you remove a tool, plan the data migration and access shutdown carefully. “Cancel and forget” often leaves data scattered and access lingering.

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