Month 5
Matters as projects
Convert active matters from a series of reactions into managed projects with definition of done, milestones, owners, risks, and update cadence.
Core question
Can you move a matter forward predictably without memory, urgency, or chasing?
Required artifacts
- Matter plans for two active matters
- No-chase tasking proof
- Matter post-mortem
Monthly review prompts
- What does done look like on this matter?
- What are the next three milestones?
- Who owns the next five actions?
- What risk or friction should be visible now?
Dashboard handoff
- Save the matter-plan pattern as a dashboard action and use Weekly Pro Review to check movement.
Weekly review connection
- Review the same two matters weekly until progress no longer depends on chasing.
Next action
- Open the recommended tool, create the required artifact, and carry the result into the next Weekly Pro Review.
Recommended tools
- Going Pro Dashboard
- Template-to-System Mapper
Green signal
Matter status, next milestones, owners, deadlines, and client cadence are visible.
Yellow signal
Plan exists, but follow-through still requires reminders or rescue.
Red signal
Matter advancement depends on memory, urgency, or repeated chasing.