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Implementation & Planning

From Idea to Execution

Couple Sitting with Financial Advisor

Structure & Content

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Bridge the Gap

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Ideas are great—but they’re only valuable when implemented. Planning helps you move from “vision” to “done.”

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Implementation Framework:

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1. Define the Goal
What will success look like?

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2. Break It Down
Create a Work Breakdown Structure (WBS) with tasks, subtasks, and deliverables.

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3. Assign Ownership
Every task must have a name and a date.

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4. Track & Adapt
Hold weekly sprints or check-ins. Use a Kanban board, Trello, Asana, or even sticky notes.

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5. Reflect & Close Out
Finish strong. Review what worked, what didn’t, and update your playbook for next time.

Downloadable Implementation & Planning Advice 

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