Blueprint — Quality Checklist
Pass threshold: 90 / 100 When to run: After every create or update before sharing with the client.
Structure (15 points)
| # | Check | Points |
|---|---|---|
| 1 | All 9 sections present in correct order | 3 |
| 2 | Single-file HTML with embedded CSS — no external dependencies except Google Fonts | 3 |
| 3 | Header has brand name, doc type, title, dates (prepared + updated), subtitle, status badge | 3 |
| 4 | Footer contains company name, advisor name, "Advisory OS," month/year, updated date | 3 |
| 5 | Responsive: collapses to single column at 768px breakpoint | 2 |
| 6 | Print styles render correctly | 1 |
Tone & Language (25 points)
| # | Check | Points |
|---|---|---|
| 7 | Zero internal jargon: no "constraint," "CPM," "upstream," "downstream," "GPS," "Mode" | 5 |
| 8 | Zero constraint IDs visible (no C1, C2, etc.) | 3 |
| 9 | Opening frame uses a direct client quote — not paraphrased | 3 |
| 10 | Opening reframe describes observable situation — does NOT tell client their problem | 4 |
| 11 | Build descriptions are clear to someone who doesn't know the internal methodology | 3 |
| 12 | "What We Need From You" items explain WHY without being demanding | 3 |
| 13 | Questions are framed as collaborative ("We'll work through") not interrogative | 2 |
| 14 | Overall tone is warm, direct, professional — not clinical or casual | 2 |
Content Accuracy (20 points)
| # | Check | Points |
|---|---|---|
| 15 | Every build in the blueprint exists in the project plan | 4 |
| 16 | Build statuses match the project plan (active/queued/complete) | 4 |
| 17 | "What Changes" outcomes are accurate to what the builds actually deliver | 4 |
| 18 | Current state items are factually accurate and observable | 4 |
| 19 | Target state items match what the builds will produce | 4 |
Build Cards (15 points)
| # | Check | Points |
|---|---|---|
| 20 | Every build card has: number, title, description, "What Changes" outcome | 4 |
| 21 | Active builds have navy left border; queued builds are dimmed | 3 |
| 22 | "This Week" / "Week N" tags are accurate to current date | 3 |
| 23 | Review dates ("Your review: [date]") are present and accurate | 3 |
| 24 | No internal-only information leaked into build cards (no source notes, constraint IDs, owner codes) | 2 |
Deploy Chain (5 points)
| # | Check | Points |
|---|---|---|
| 25 | Deploy chain shows exactly 8 steps | 2 |
| 26 | Role colors are labeled with names (not internal codes) | 2 |
| 27 | Explanatory note tells client what THEIR role is in the process | 1 |
Prework & Questions (10 points)
| # | Check | Points |
|---|---|---|
| 28 | "Still Needed" items have both what + why | 3 |
| 29 | "Received" items are in compressed green format with acknowledgment | 2 |
| 30 | Open questions include context for what needs to be decided | 3 |
| 31 | Resolved questions show the answer inline in compressed format | 2 |
Timeline (10 points)
| # | Check | Points |
|---|---|---|
| 32 | Timeline covers the full initiative from start to completion | 3 |
| 33 | Dot colors are correct: green (complete), navy (current), gray (future) | 3 |
| 34 | Client's review dates and action items are called out | 2 |
| 35 | Timeline entries match build card information | 2 |
Common Failure Modes
| Failure | What Happens | How to Fix |
|---|---|---|
| Jargon leak | "This addresses the upstream constraint" appears in a build description | Rewrite: "This gives your team [specific outcome]" |
| Problem-telling | "Your process is broken" in the opening frame | Rewrite: "Your team currently [observable fact]" |
| Blueprint-plan mismatch | Blueprint shows Build 3 as active but project plan has it queued | Sync statuses from project plan |
| Missing "What Changes" | Build card has description but no outcome block | Add green-accented outcome: what specifically changes for the client |
| Stale prework | Client provided something but "Still Needed" wasn't updated | Move to "Received" section |
| Over-explanation | Three paragraphs explaining a build when one sentence would do | Trim to essential: what it is, what it does, what changes |
| Internal detail leak | Stakeholder names the client doesn't know, or advisor notes content | Remove anything the client wouldn't recognize or understand |