Source: frameworks/kit-master-plan/04-master-plan-quality.md
Client Master Plan — Quality Control
Before Creating a New Master Plan
- [ ] Client name, firm name, and team size verified
- [ ] GPS populated from first session data — not assumptions
- [ ] Direction uses the client's own language and goals
- [ ] At least one conversation recap with modal
- [ ] Action items from first session with correct owner badges
- [ ] Relationship card filled in (entry point, duration, cadence, style)
- [ ] Sections without data left empty — not filled with placeholders or guesses
- [ ] File named correctly:
client-master-plan-[first]-[last].html (no date)
After Every Session Update
Conversation Recap
- [ ] Summary is 3–5 sentences describing what actually happened
- [ ] Outcomes list specific decisions, commitments, and deliverables
- [ ] Modal contains full narrative recap — not a copy of the summary
- [ ] Recap documents what happened, not what was planned
- [ ] If conversation went off-script, documented where and why
Action Items
- [ ] Completed items checked off with completion notes
- [ ] New items added with correct owner badge (Mine/Client)
- [ ] Items grouped by session date, most recent first
- [ ] No orphaned actions — every action has a source date
GPS
- [ ] Only updated if something actually changed
- [ ] Change markers accurate (Changed/Consistent/Escalated)
- [ ] Previous GPS pushed to history before updating current
- [ ] Trajectory updated to reflect current momentum
- [ ] Update date and context note current
Constraints
- [ ] Status badges current (Open → In Progress → Designed → Deployed → Solved)
- [ ] New constraints classified immediately (type, tier, category, patterns)
- [ ] Solved constraints moved to solved section with date and solution
- [ ] Matrix Insight summary reflects current landscape
- [ ] Pattern tags applied where evidence supports them
Other Sections
- [ ] Themes only updated when structural shift occurs or new strong evidence
- [ ] Recommendations statuses reflect actual progression
- [ ] Seeds Planted "Next" actions current
- [ ] Wins documented when they happen — not batched
- [ ] History has one-line factual entry for this session
Content Quality
- [ ] No fabricated quotes — every quote sourced from transcript or notes
- [ ] Quote context explains what prompted it and what it reveals
- [ ] Constraint names describe gaps, not tasks
- [ ] GPS Position is factual — not aspirational
- [ ] Themes have evidence from 2+ sources
- [ ] Recommendations linked to specific constraints
- [ ] No retroactive edits to historical conversation recaps
- [ ] No retroactive edits to GPS history entries
- [ ] No retroactive edits to solved constraints
Technical Quality
- [ ] HTML renders as single self-contained file
- [ ] All modals open and close correctly
- [ ] GPS history toggle works
- [ ] No broken class names or missing closing tags
- [ ] Footer date matches header "Last Updated" date
- [ ] Google Fonts loading (Cormorant Garamond, Inter)