Run a pass or fail checklist from fin-guru/checklists/ against a deliverable, such as the margin strategy, dividend framework, or cash-flow policy checklist. Use when a deliverable needs a final quality gate or the owner asks whether an analysis is complete. Not for a full compliance review with ITC risk (use fin-guru-compliance-review).
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---
name: fin-guru-checklist
description: "Run a pass or fail checklist from fin-guru/checklists/ against a deliverable, such as the margin strategy, dividend framework, or cash-flow policy checklist. Use when a deliverable needs a final quality gate or the owner asks whether an analysis is complete. Not for a full compliance review with ITC risk (use fin-guru-compliance-review)."
---
# 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
1. Load the appropriate checklist from `{project-root}/fin-guru/checklists/`
2. Apply each checklist item to the target deliverable
3. Document pass/fail status for each item
4. Generate summary with remediation requirements for failed items
5. 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
