How To Stop Making Errors
Incoming FT doing coverage and did SA in banking. I developed a checklist so that whenever I need to flip a deliverable I can run it through a few checks to avoid making errors. Would be curious if anyone had their own list they could share/give advice on how to limit the damage when I start full time?
- Email by seniority
- Page numbers in order
- Spelling (read forwards, backwards, print)
- Check pricing is up to date
- Check numbers all same decimal
- Check alignment of boxes/shapes
Agree with all these. Slow is smooth and smooth is fast.
Couple of low hanging fruit checks to add:
- check numbers tie across pages (if PE is 15.0x here, is it 14.9x on the next page?)
- check calcs on page tie by hand-calcing (i.e. hand-calc the EPS and acc/dil math)
- did you get all of the comments? I always used to print comments and check them off in one color as I do them, and check them off again in another color once I check them
- compare current PDF to old PDF, alt tab between the two - did anything unintentionally change? you often get words getting deleted or an item not being sent to back
I like to 1. print things out and highlight that numbers tie across pages, and 2. take 5-10 min away from it once you've finished it before checking it
Current PDF to old PDF is great and really under-utilized.
- flipping a deck in paper copy and marking it up yourself before most major turns to the whole group is also super helpful.
-Similar but being anal about highlighting and double checking comments to make sure you hit them all
- doing a ctrl+H to find and replace double spaces with single spaces
-ctrl+H to make sure all units are the same style too (all MMBbls or Mmbbls for example, neither are wrong but need to be consistent)
Make sure headings and footnotes don’t move as you flip through deck.
Read the text everywhere to make sure it actually makes grammatical sense. Sometimes when passing comments you can inadvertently drop a word here or there.
Accusantium optio soluta aperiam doloremque ut. Necessitatibus molestiae tenetur provident. Assumenda suscipit qui est velit sit. Vero consequatur minus sequi quis recusandae ut.
Fugiat esse ut ratione quas ullam. Molestias nisi maiores dicta non quos.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...