How do I document a six-month lifestyle-intervention requirement?

I have the plan documents and the written criteria, which took two calls to obtain.

I have read the obvious sources and they disagree with each other, so I would rather ask people who have actually done this.

I have a working setup and a notebook, and I am prepared to be told that my setup is inadequate if that is the answer.

Which parts of this are load-bearing and which parts are habit?