Working checklist, not a legal assessment or a completed client case. The appropriate professional must confirm requirements for your specific activity and jurisdiction.
Buyer evidence
Which customer need, buying process and route to market have you tested? Separate direct evidence from assumptions.
Operating scope
What must be ready for the first commercial milestone? Name the activities, the country and the work already covered.
Specialist responsibilities
Who confirms the legal, tax, regulatory and technical requirements? Name the responsible qualified adviser and the evidence needed.
People and providers
Who owns each workstream, who decides, and which providers are appointed? Keep proposed providers separate from confirmed ones.
Cost and dependencies
Which provider costs and other external expenses belong in the plan? Identify the dependencies that could change the sequence.
Go, reframe or pause
What evidence will justify the next commitment? Agree acceptance criteria, unresolved questions and the next decision owner.
