Steps

  1. Index approved artifacts by obligation and evidence ID. Record version, owner, requirement, review and validation states.

  2. Set completeness requirements before measuring them. A repository link alone does not establish adequacy.

  3. Use the Status sheet to identify unknowns and review gaps. Keep implementation, evidence acceptance and validation separate.

  4. Run a governance meeting covering commitments, dependencies, evidence, validation exceptions and sustainability. Retain authorized decisions.

Synthetic example

A synthetic control artifact is implemented but its evidence review is Pending and validation Unknown. The status view therefore says Review required; it does not imply completion or closure.

Scope

Dashboard figures reflect entered records, not independent assurance. Unknown requirements remain separate. This kit is a reporting specification and workbook, not a deployed Power BI integration.