Sample: Quality review before anything leaves the firmSample

Quality & reviewNot reviewed yet

Sample

This is an example that shows the format. Check it against how your team really works before you rely on it.

Steps

The one-page standard every deliverable is checked against. Non-negotiable, and it applies to everyone including partners.

1. Does it answer the question the client actually asked?

Reviewer · 10 min

Start here, before any technical check. A technically perfect answer to the wrong question is still a rework.

2. Do the numbers tie to a source?

Reviewer · 20 min

Every figure in a deliverable traces to a working paper, and every working paper traces to a source document. If you cannot follow the chain in under a minute, it is not finished.

3. Would a client understand it without us in the room?

Reviewer · 10 min

Read it as the client. Jargon, unexplained acronyms, and tables with no takeaway all get sent back.

4. Is it signed, dated and filed in the right place?

Reviewer · 5 min

Reviewer name and date on the file. An unsigned review did not happen.

Reviewer recorded
Filed against the client record
Client-facing version has no internal notes in it