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)