Annual Document Review
Walk a life binder's document roster once a year: inventory what is present and missing, confirm each present document is still current (right beneficiaries, right address, not expired), record the review so staleness tracking resets, and produce a prioritized to-do for the gaps. Locks the currency criteria per document kind FIRST, then verifies each record, then reports — so the binder's completeness claim is re-earned annually instead of rotting silently. Use for annual life-binder reviews, estate document checkups, 'is our paperwork still right', and insurance/beneficiary reviews.
How it runs
| # | Step | Who runs it | What happens |
|---|---|---|---|
| 1 | Scope the review | Reviewer | inventory the roster, currency criteria per document kind |
| 2 | Verify each document | Reviewer | walk the roster with the owner, record reviews, list gaps |
| 3 | Write the binder report | Copywriter | binder health report with a ranked to-do |
| 4 | Evaluate | Reviewer | Grade the deliverable against every acceptance criterion. All pass → finish; any fail → loop back and fix the gap. |
| 5 | Finish | Developer | All acceptance criteria met. Stamp a short summary and report DONE. |
Say something like "annual document review" or "review the binder" or "check our documents" or "is our paperwork current" or "beneficiary review" in chat to start it.