Completed plans denote the following criteria:

  • Producer has answered all the applicable Planning Workbook sections and completed all relevant Farm Review Worksheets. 
  • All questions initially answered with a (?) have now either a Yes, No or N/A response. 
  • An action plan has been developed to resolve all red and yellow box questions. 
  • All red box and yellow box questions have been prioritized based on the rankings on Page 79 of the 2023 version of the Planning Workbook. 
  • A Statement of Completion has been signed by both the producer and the Advisor.