| name | quality-assurance-checklist |
| description | Creates QA checklists for products, services, or content with pass/fail criteria, review workflows, and quality standards documentation. |
| allowed-tools | Read Write Glob |
| metadata | {"author":"matthewhitcham","version":"1.0"} |
Quality Assurance Checklist
When to Use This Skill
Use this skill when you need to:
- Create a QA checklist for products, services, or content before delivery
- Define pass/fail criteria and quality standards for repeatable processes
- Build review workflows with approval gates and sign-off procedures
- Standardize quality checks across team members or contractors
DO NOT use this skill for software testing frameworks, manufacturing inspection protocols, or regulatory compliance audits. This is for solopreneur and small business quality control.
Core Principle
QUALITY IS NOT INSPECTED IN AT THE END — IT IS BUILT IN AT EVERY STAGE. A QA CHECKLIST IS THE LAST SAFETY NET, NOT THE FIRST LINE OF DEFENSE.
Phase 1: Scope
Define what is being quality-checked and the standards it must meet.
Required Inputs
| Input | What to Ask | Default |
|---|
| Deliverable type | "What are you QA-checking? (product, service delivery, content, digital product, client work)" | Content |
| Quality standards | "What does 'good enough to ship' look like? Any specific standards?" | Professional quality, error-free |
| Common defects | "What goes wrong most often? What complaints have you received?" | No default — critical input |
| Who reviews | "Who performs the QA check? (you, team member, contractor)" | Self-review |
| Frequency | "How often do you ship this deliverable?" | Weekly |
GATE: Confirm scope and standards before building the checklist.
Phase 2: Build Checklist
Create a comprehensive QA checklist with pass/fail criteria.
Checklist Structure
Every QA checklist has three layers:
## QA Checklist: [Deliverable Name]
**Version:** 1.0
**Last updated:** [Date]
**Reviewer:** [Name/Role]
### Critical Items (Must pass — blocks delivery)
- [ ] [Check item] — **Pass criteria:** [Specific, measurable standard]
- [ ] [Check item] — **Pass criteria:** [Specific, measurable standard]
### Important Items (Should pass — flag if failed)
- [ ] [Check item] — **Pass criteria:** [Standard]
- [ ] [Check item] — **Pass criteria:** [Standard]
### Nice-to-Have Items (Improve if time permits)
- [ ] [Check item] — **Pass criteria:** [Standard]
### Sign-Off
- [ ] All critical items pass
- [ ] Important items reviewed (failures documented)
- **Approved by:** _______________
- **Date:** _______________
Category-Specific Checklists
Content QA:
- Spelling and grammar (zero errors)
- Brand voice consistency
- All links functional
- Images properly sized and alt-tagged
- CTA present and working
- Mobile formatting checked
Service Delivery QA:
- Deliverable matches scope/SOW
- All promised components included
- Client-specific customizations applied
- Delivery format matches client preference
- Follow-up communication drafted
Product QA:
- Product matches listing description
- Packaging intact and branded
- All components included
- Functionality tested
- Shipping label accurate
GATE: Present the checklist for approval before adding workflow elements.
Phase 3: Workflow
Design the review process around the checklist.
Review Workflow
## QA Review Workflow
**Step 1: Self-Review**
Creator runs the full checklist before submitting for review.
Time allocation: [X minutes]
**Step 2: Peer/Second-Eye Review** (if applicable)
Second reviewer checks critical items only.
Time allocation: [X minutes]
**Step 3: Fix Cycle**
Any failed items are corrected and re-checked.
Maximum fix cycles: 2 (if still failing after 2 rounds, escalate)
**Step 4: Final Approval**
Sign-off by [role] before delivery/publishing.
**Step 5: Post-Delivery Spot Check**
Random 10% of deliverables get a post-delivery audit monthly.
Defect Tracking
## Defect Log
| Date | Deliverable | Defect Found | Severity | Root Cause | Fix Applied | Preventive Action |
|------|------------|-------------|----------|-----------|-------------|------------------|
| | | | Critical/Important/Minor | | | |
Phase 4: Improve
Build continuous improvement into the QA process.
Monthly QA Review
- Review the defect log for patterns (same defect appearing 3+ times means the process is broken, not the person)
- Update the checklist to add checks for new defect types
- Remove checks that have not caught a defect in 3+ months (reduce checklist bloat)
- Recalibrate pass criteria if standards have shifted
Checklist Versioning
Track changes to the checklist with version notes:
**v1.0** — Initial checklist
**v1.1** — Added mobile formatting check after 3 client complaints
**v1.2** — Removed [item] — redundant with new tool auto-check
Anti-Patterns
- Checklist too long — more than 20 items and reviewers start rubber-stamping. Keep it under 15, prioritize critical items.
- Vague pass criteria — "Looks good" is not a criterion. "Zero spelling errors" is a criterion.
- Skipping the checklist when rushed — the checklist exists BECAUSE you are rushed. That is when mistakes happen.
- Same person creates and reviews — self-review catches 60% of issues. A second set of eyes catches 90%.
- Never updating the checklist — a static checklist becomes irrelevant. Update quarterly at minimum.
Recovery
- User ships something with a defect: Add the defect type to the checklist immediately. Conduct a brief root cause analysis — was it a missed check or a missing check?
- QA is taking too long: Split into "ship-blocking" and "nice-to-have" tiers. Only the ship-blocking tier is mandatory.
- Team members skip the checklist: Make the signed checklist a required attachment before delivery. No checklist, no ship.
- Checklist does not catch real issues: The checklist is testing the wrong things. Review actual customer complaints and reverse-engineer checks from those.
- User works alone and cannot do peer review: Use a time-delay approach — complete the QA check, wait 30 minutes, then review with fresh eyes.
