Stage 7 — How do we turn the plan into completed work?

Use a task register: action, owner, required input, technical reviewer, approval, due date, date source and completion evidence. Keep “proposed internal milestone” separate from “adviser-confirmed external deadline”.

For an agency pay review, completion could include the approved compensation rationale, payroll instruction and reconciled payroll output. For contractor assets, retain purchase and in-service evidence and the adviser’s federal/state treatment. For a practice plan, retain approved design, employee-cost model and administrator confirmation.

Exit condition: the filing professional has the documents needed to support the implemented position. Do not mark a strategy complete because it appears in a presentation.