Use the current official process and keep a dated copy of the directions that apply to your application. A checklist prepared for another investor route is not automatically interchangeable.
Keep an instruction log with the application records
Record when each direction was received, the government source, the requested action and the person handling it. Save subsequent notices beside the earlier instructions so changes are visible. For identity and family records, flag discrepancies for resolution rather than silently standardizing the details. This organization helps an adviser work from the actual request instead of reconstructing it from a promotional summary or a remembered conversation.
The current official description with the date retrieved, the older copy for comparison, any material an intermediary has provided, and the documents describing your own background and business — the material an employment-based category would be assessed on. A dated copy of the official program page and FAQ, written identification of the official payment channel, the intermediary's authority and refund terms in writing, and confirmation of what immigration status the program grants and to whom. The first review should identify what a document proves: a passport establishes identity and nationality; a payment receipt may establish that a required amount was transmitted; achievement records may support an EB-1 or EB-2 theory.