MARK'S RESPONSE: The Implementation Plan™ is first presented at The Implementation Meeting (the first meeting after you are hired... within 2-3 weeks after you begin working together).  It is updated prior to every meeting (new recommendations are added by your Deliverables Team and items accomplished are removed).

Since we support The Three Meeting Process™ this Implementation Plan™ is updated prior to every one of those three client progress meetings per year (every four months).

The Implementation Plan™ is the repository for every single recommendation and action item envisioned by your entire Deliverables Team comprised entirely of action items or recommendations (not "client education").  It is a highly specific step-by-step plan of action describing every future activity recommended (even to include all future years).

EXAMPLES OF POTENTIAL ITEMS
ON THE IMPLEMENTATION PLAN™

NOT OK: Prior to your vehicle purchase next month, the funding will depend upon if you are comfortable having a car payment or not.

OK: Our team has "done the math" and paying cash for your vehicle next month is the best option for you.  Please write the check from your account number xxxxx2476.

It is perfectly fine to keep an "internal" implementation plan along with The Implementation Plan™ you share with clients, with entries designed for your Deliverables Team to see (EXAMPLE: Proactively check to make sure XYZ Fund company doesn't screw-up this client's monthly distribution again next month).

Each client progress meeting begins with a simple and quick description of progress which has been made since the last meeting, immediately followed by presenting The Implementation Plan™ for review.  Each spouse is given a copy, which they review with you at each meeting and take with them for guidance regarding all action items due prior to their next meeting with you.