Quality Assurance Advice from the Experts

Reviews, scoring and approvals: the best work needs quality assurance, and that means multiple eyes on one deliverable.

But the review process comes with its own challenges. People chase down colleagues for their feedback. Reviewers change things according to personal preferences versus an established standard. Changes aren’t communicated between drafts. Bottlenecks follow.

The most foolproof way to manage quality assurance is a software tool that works with the rest of your strategy work. That’s why we built a quality assurance and review tool into ClearPoint: Approval Workflows.

If you’re struggling with quality assurance (QA), you’re not alone. Here are the problems other business strategists face and how they solve them.

Define Success and Desired Outcomes

Every good strategist knows to start with the why. Sidharth Ramsinghaney, a strategic consultant who has worked with McKinsey and Deloitte, starts by defining what good looks like. He translates this idea into a “North Star,” a clear vision of the desired end state.

To bring that vision to life, he sets SMART goals: specific, measurable, achievable, relevant, and time-bound. Finally, he establishes rough “governance protocols that define how decisions are made, who is involved in the process, and the criteria used to evaluate options.”

Formalize Workflows and Roles

Now for the nitty gritty: decide who needs to approve what.

Seasoned business strategist and CEO Ben Johnson uses the following process:

Starting with peer review creates an open atmosphere for feedback. Next, a manager can check on strategic alignment and resource allocation. After these two phases, an executive can sign off.

Chris Langley, a strategic executive at Patio Doors, uses a different approach for approvals.

First, [the document] undergoes an initial submission by the member, after which a specifically appointed QA team reviews it. With specified criteria, the QA team evaluates the submission against them, and if any changes are needed, that is remarked, communicated back to the member, and revised. Once the changes are made, a final review is conducted before approval.

Whatever your approach, be sure to spell out the workflow and roles explicitly. The goal is to marry clarity and flexibility. “An approval workflow is like a well-choreographed dance. Everyone knows their steps, but remains ready to improvise," explains Daniel Meursing, CFO of Premier Staff luxury events agency.

In an ideal scenario, your strategic management software will have quality assurance and approval tools built into the platform.

Use a Scorecard to Clarify Approvals

One of the biggest complaints about the approval process is subjectivity. No matter how well you define your desired outcomes, different managers will have different visions. A scorecard forces your team to align on what passes or fails a quality assurance check. For content, Raisha Shrestha, Marketing Manager at Ling, uses metrics to define clarity, audience engagement, and how well it fits the campaign's objectives. Scorecards should feature parameters around “accuracy, timelines, adherence to project specifications,” advises fitness founder George Yang.

The best scorecards often include a qualitative element as well as a quantitative one. Alina Samchenko, COO of IT startup HireDevelopersBiz, uses a wellbeing scorecard approach that “looks beyond conventional performance metrics and includes broader perspectives that relate to customer satisfaction and business process efficiency.” Wellness elements can include client satisfaction or internal perspectives. Even the best performing procedure won’t succeed unless it feels smooth to your team and outside approvers.

Avoid Micromanaging by Following the Metrics

A good approval process is a tricky needle to thread. As Tracy Davis, the Founder and CEO of TRAX Analytics, puts it, “quality assurance relies on balancing oversight and delegation.”

The line between oversight and micromanaging comes down to balancing autonomy with accountability.

Davis recommends going back to the scorecard. “Step in only when the metrics demand it,” says the Forbes Technology council member. Each team member has their own perspective. Within the framework, let employees do the work their way, as long as they meet the numbers.

If you’re a manager, take a good look at your own behavior. “If you find yourself staying up late agonizing over a line of code, tracking what your employees are doing every half hour or leaping into projects to save the day — you’ve ventured into micromanaging,” says executive Tony King of JobSpace.

Use a Software Tool to Track Approvals

Managing approvals takes more than email or Excel. Eugene Klimaszewski, President at Mammoth Security, explains that “all communication about approvals, edits, or rejections all happens through our project management platform, keeping everyone in the loop.”

A good quality assurance tool should fit how you manage your strategic business goals. ClearPoint’s Approval Workflows feature lets you delegate and manage quality assurance while connecting it to your broader strategic goals.

Evaluate Internal Processes

Every process needs tweaks. Strategist Ben Johnson has a trick for evaluating internal processes: the Start/Stop/Continue approach.

Asking what you should start, stop, or continue makes your process evaluation specific and actionable.

Don’t Forget to Add Positive Feedback

If an employee only hears what they’re doing wrong, morale can suffer. Too many companies give laundry lists of corrections or errors, but only reward quality work with a simple mark of approval. To keep employees motivated, celebrate what goes right too. Build positive feedback into your approval process.

As CFO of Premier Staff luxury events agency, Meursing brings the festivity of his events to positive feedback with these devices:

• The Praise Sandwich: We always begin and end with positives, with areas for improvement nestled in between.
• Visualization Tools: We use augmented reality to show staff exactly where they excel, in addition to how to improve their service techniques.
• Peer-to-Peer Feedback: We encourage staff to share tips and tricks, which fosters a culture of continuous improvement and allows individual team members the chance to shine.
• The 'Oscars' of Service: An annual awards ceremony celebrating our top performers, complete with a red carpet and, of course, impeccable service.

Manage Quality Assurance and Approvals with ClearPoint

Quality assurance is a key ingredient in any company’s strategic management plan. See how Approval Workflows in ClearPoint fit into overall strategic management, and book a call with our experts to set up careful oversight and controlled change management.

See how ClearPoint would run your plan — book a demo