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skills/pitch-deck-builder/references/quality-checklist.md
2.62 KB · Oct 5, 2026 · 18:28 UTC
# Quality Checklist Run this before final delivery. ## Story and commercial judgment - The client decision is explicit. - The first three pages answer why this matters now. - The recommendation is clear, even if the deck is framed as a discussion. - The deck addresses likely CEO/CFO/Board/sponsor/lender objections. - The deck includes next steps and the bank's role. - There are no filler pages. - Each section escalates the argument. - Comparative rationale is not repeated after it has been proven unless the repeated page changes the decision, oversight action, or recommendation sensitivity. ## Slide quality - Every slide has a conclusion-led title. - Every slide has one primary message. - Visuals are appropriate to the message. - Tables are not overloaded with irrelevant metrics. - Speaker notes include the intended talk track where helpful. - Appendix pages are used for support, not to hide essential logic. - For a native deck, the exported final `.pptx` is rendered and visually inspected, including its contact sheet and high-density pages. ## Evidence and citations - Every material number is sourced, dated, scaled, and period-labeled. - Market data and trading multiples are fresh or marked stale. - Private-company data is labeled by source and period. - Assumptions are separated from facts. - Source conflicts are disclosed. - Placeholder pages are clearly marked. - QA results distinguish layout errors from visually adjudicated non-blocking warnings rather than stating `0` warnings when warnings were present. ## Banking-specific checks - Valuation pages state methodology, basis, date, and key assumptions. - Financing pages distinguish market capacity from theoretical capacity. - Buyer/investor pages state selection logic and prioritization criteria. - Strategic alternatives pages compare value, certainty, timing, control, and risk. - Process pages include realistic milestones and dependencies. - Credentials pages are relevant to the client and transaction type. ## Non-destructive checks - Existing files/decks/data were not overwritten unless requested. - Existing template/master/style was preserved unless requested. - Source data was not deleted, hidden, or altered. - Any suggested removals or replacements are clearly marked as suggestions. ## Final handoff If not creating a native deck, output a complete storyboard with: - deck metadata; - MD-level storyline; - deck architecture; - slide-by-slide draft; - source register; - open items; - QC status. For HTML storyboard output, follow `../../../references/html-artifact-standard.md` and create a standalone HTML artifact rather than a dashboard-builder render contract.
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