Project Status
Execution Sprint 2
Timeline
January 8, 2026 - March 12, 2026
Next Milestone
Executive concept validation workshop on March 5, 2026
Current completion68%
Client Portal
Delivery visibility without the meeting overhead
Review progress, grab the latest artifacts, and keep leadership aligned in one place.
On track
Deliverables
Creative Brief Template
Approved strategic brief structure for executive + product stakeholders.
18 KBDownload
Milestone Plan (Sample)
Phase-by-phase timeline with review gates and owners.
11 KBDownload
Stakeholder Alignment Checklist
Readout checklist for legal, compliance, and line-of-business signoff.
9 KBDownload
Communication Log
February 24, 2026
Narrative architecture approved
Your steering committee approved the messaging stack and journey sequence for the planning experience. We are now producing high-fidelity flows for advisor and client moments.
February 20, 2026
Data inventory complete
We finalized available CRM + portfolio signals and mapped them to the new planning interaction model. No additional vendor dependencies required for phase 2.
February 16, 2026
Compliance language pass finished
Legal and risk teams completed first-pass language edits. Ghost incorporated mandatory disclosure blocks and escalation triggers into the draft scripts.
Need Live Review?
Schedule a Call
Reserve a 30-minute working session to review milestones, blockers, and executive decisions.
Schedule a callSame-day times available
Optional compliance + technical attendance