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
6 Comments
 
Most Helpful

- 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)

 

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