Exceptions and Quality Checks

Handle the unusual cases and add small checks where mistakes happen.

Workbook
9 pages
About 90 minutes to fill in
Google Docs · Word · PDF

Making this yourself would take about 9 hours: working out the steps, writing the examples and setting it up in Google, Microsoft and PDF. It's done for you.

This document

Exceptions and Quality Checks, all three formats

Systemization pack

This one plus 2 more Systemization documents

$15

The voice in this video is George's, made with AI.

What it's for

You have a normal way of doing your main job. But you keep running into the same "but what if..." moments, or a customer has pointed out something you missed.

What you'll need: About 90 minutes and your messages and notes from the last month or two. You'll also need your normal steps for your main job, on paper or just in your head. Nothing to buy.

Pairs well with

Write Your First Process (your normal steps)
Delivering Your First Jobs Well (your job checklist)
Define the Role Before the Person (what "done well" means for a helper)

What you'll leave with

A list of the exceptions that really happen, sorted by how often and how much they matter.
Short "if this, then that" rules for the common ones, kept apart from your normal steps.
The few places where a missed step would cost money, safety or trust.
Two to four small quality checks, each taking a minute or less.
A clear, checkable description of "finished properly."

Look inside

Sample page from Exceptions and Quality Checks. Page 2: List What Goes Off-Script. — Page 2: List What Goes Off-Script.

Sample page from Exceptions and Quality Checks. Page 3: Write Short Rules, and Keep Them Off the Normal Path. — Page 3: Write Short Rules, and Keep Them Off the Normal Path.

How to use it

Work through the steps in order. Each one has a worked example and space to write your own answer.

List What Goes Off-ScriptWrite down everything that pulls you off your normal way.
Sort Them: Rule, Call, or Case by CaseDecide which ones need a rule.
Write Short Rules, and Keep Them Off the Normal PathIncluding what to do when an exception changes the price or the time.
Find Where a Missed Step Would MatterLook for the few places a miss would really hurt.
Add a Small Quality CheckSmall, quick and done every time.
Define "Finished Properly"So you, a helper and the customer all mean the same thing.
Tools That Help HereSee the free tools that help.
Do It With AIUse the prompts to sort your exceptions.
Check Back in a MonthSee which rules and checks to keep.
My Exceptions and Quality SheetFill it in and keep it next to your normal steps.

Tips

Cover what actually happens, not everything that might.
A big check gets skipped. Keep each one to a minute or less.
Add a new rule only when an exception shows up twice.

Three formats, one purchase

Google DocsMake a copy in your Google Drive and type straight into it.
Microsoft WordDownload and fill it in on your computer.
PDFPrint it and fill it in with a pen.

Systemization pack

Also in the Systemization pack

3 documents in all

Workbook9 pages
Write Your First Process
Write one task down so someone else could follow it.
About 9 hours to make yourself
$7See what's inside
Workbook9 pages
Where the Business Still Depends on You
See what only works because you're there, and loosen it first.
About 9 hours to make yourself
$7See what's inside

Ready to start?

Pay once, keep it, and download it as often as you like.