Worked walkthrough: convert a broad goal into a milestone ladder

Your success plan says “finance team adopts the cash-position workflow,” but account reviews keep drifting because nobody can tell which exact stage the customer is in. Build the ladder from access to independent repeat: each rung should answer a different risk question and be hard to fake. The usual trap is to include too many activity markers such as meetings attended, emails answered, or training completed. Those actions can happen while the core workflow is still untouched. Rung 1 Access: the admin and finance owner can log in and reach the workflow. This proves the project can start but says…

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