Stop 9 of 9 · Weekly
Sam's quarter and the capstone
Five scheduled routines carry the quarter, then the graded capstone runs one month on them and scores it out of 100 against a rubric written here.
The quarter on five routines
Eight stops of parts, arranged into a quarter that runs whether or not Sam has a good week.
| When | What runs unattended |
|---|---|
| Weekdays 06:00 | The four numbers, against the trailing four week average |
| Weekdays 06:00 | The confirmations delegation, drafted and split, nothing sent |
| Weekdays 17:30 | The dispatcher recap, completion rate and jobs rolled |
| Fridays 15:00 and 16:00 | The unbooked call read, then the guardrail log check |
| First working day 07:00 | The scorecards and the channel table |
Every one of them reads, joins, ranks and drafts. None of them changes a price, moves a booked appointment, touches an ad budget, edits a scorecard record or sends anything to a homeowner. That is the whole system, and a schedule is exactly where people let it slip.
Open the four numbers file, the guardrail log, the dispatcher recap sheet and the channel table for the last thirteen weeks. Give me one page: the trend on each of the four numbers, the two dispatch numbers, how many proposals were logged and how many refused, and the outcome of every budget move that had an outcome date in the quarter. Then name the single routine whose output I acted on least, and ask me whether it should be rewritten or switched off.
The capstone
Run one month on the routines and keep the evidence. Five artefacts come out of it: the month of morning numbers with the QuickBooks reconciliation at the end, the guardrail log for every proposal in the month, the dispatcher record of delegation output and recaps with the two dispatch numbers, one technician scorecard with the coaching note you actually delivered, and the channel table with one budget move logged and its outcome read.
[upload the five capstone artefacts: the month of numbers and the reconciliation, the guardrail log, the dispatcher record, the scorecard and coaching note, and the channel table with the budget move] Grade this against the rubric below out of 100, scoring each criterion separately and naming the evidence you used. For every point not awarded, say exactly what is missing and what would earn it. Be strict about figures with no rows behind them, about any of the five changes applied without a logged approval, and about pay or homeowner detail appearing anywhere it should not.
The rubric
| Criterion | Points | Full marks means |
|---|---|---|
| The numbers reconcile | 20 | Four numbers reported every working day on written definitions, and the month reconciles to QuickBooks with the gap explained |
| Guardrail log integrity | 25 | No price, schedule, budget, scorecard or invoice change without a named approval, and at least one refusal with a written reason |
| The scorecard is fair and private | 20 | Normalized by job type, thin numbers held, two sources behind any criticism, no pay or personal reason anywhere, and the tech read it first |
| Channel table to a read move | 20 | Match confidence stated, one budget move made by a person with a reversal trigger, and its outcome read on the date |
| The dispatcher's day ran without Sam | 15 | The delegation drafted and Rosa sent, the reshuffle rule applied by the rule and not by argument, completion rate and jobs rolled counted every day |
Eighty passes. Under eighty, the gap is nearly always the same two: a figure nobody can show the rows for, and a change applied with no name against it.