Show it as proposed and identify its expected effective event. Preserve the current chart and the supporting legal records rather than merging both structures into one undated picture.
Explain what each chart represents
Separate ownership relationships from reporting lines and identify the source for each. A managerial reporting connection is not necessarily a qualifying corporate relationship. Add closing evidence when it exists and keep earlier representations available. The applicant’s proposed authority should be supported by the actual role and operating allocation, not merely by placement near the top of a diagram.
The first review should build a dated index linking each source record to the fact it establishes. Hypothetical example: a museum-exhibit fabricator with a proposed reporting chart must decide which document or sequence actually resolves the issue before relying on a desired outcome. A complete record should show the fact, its source, and what remains prospective. L-1A requires a qualifying relationship, one continuous qualifying year abroad in the preceding three years, and genuinely managerial or executive duties. Review the evidence in that order, then decide whether to proceed, obtain a missing record, or change the plan. A generic letter, private payment, future chart, or travel reservation fails when it is used to prove a condition it does not establish.
The review outcome should identify the next document or action and state why an unsupported shortcut would fail. Keep the final presentation tied to the facts actually established, not to a hoped-for conclusion.
Record that decision in writing before relying on it.