Checklist Execution Skill
Apply structured quality checklists to Finance Guru deliverables and workflows.
Available Checklists
| Checklist | Path | Used By |
|---|---|---|
| Margin Strategy | {project-root}/fin-guru/checklists/margin-strategy.md | Margin Specialist |
| Dividend Framework | {project-root}/fin-guru/checklists/dividend-framework.md | Dividend Specialist |
| General Quality | {project-root}/fin-guru/checklists/ | QA Advisor, Compliance Officer |
Workflow
- Load the appropriate checklist from
{project-root}/fin-guru/checklists/ - Apply each checklist item to the target deliverable
- Document pass/fail status for each item
- Generate summary with remediation requirements for failed items
- Provide final verdict: PASS, CONDITIONAL PASS, or FAIL
Requirements
- Every checklist item must be explicitly evaluated
- Failed items must include specific remediation steps
- Timestamp all checklist executions with
{current_date} - Document reviewer identity in checklist output