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