Audit · Master worksheet

Mentor / Self-Audit Review Sheet

A high-standard review sheet for evaluating whether an analysis is teachable, auditable and free from prediction culture.

A high-standard review sheet for evaluating whether an analysis is teachable, auditable and free from prediction culture.

CategoryAudit
LevelMaster
Use typeProcess control
Signal statusNot a signal

Use note

This worksheet is an educational process-control template. It does not produce signals, recommendations or guaranteed outcomes. Record real decisions honestly; do not rewrite the journal after the result is known.

Purpose

To prepare advanced students to explain VSA responsibly. The review checks evidence, uncertainty language, provenance, risk framing and student safety.

Best used when

  • Before publishing analysis
  • Before mentoring another student
  • Before recording a video lesson
  • Before using an example as teaching material

Core fields

  • Claim being made
  • Evidence supporting claim
  • Alternative explanation
  • Uncertainty language
  • Data provenance
  • Risk statement
  • Student takeaway
  • Approval decision

Worksheet checklist

Questions to answer before the decision is accepted

Workflow

Step-by-step use

  1. 1

    Write the teaching claim.

  2. 2

    List supporting evidence.

  3. 3

    Write the strongest alternative explanation.

  4. 4

    Check provenance and limitations.

  5. 5

    Add risk and uncertainty language.

  6. 6

    Approve, revise or reject the teaching example.

Scoring rubric

  • 5 = teachable, evidence-led and responsible
  • 3 = useful but needs limitation language
  • 1 = persuasive but unsafe

Red flags

  • Overstating confidence
  • Using anonymous chart claims as historical proof
  • Removing uncertainty to sound authoritative
  • Teaching entries without risk context

Practice task

Use this sheet before recording your next three analysis videos. Revise any claim that cannot pass the uncertainty test.

Printable worksheet

Use this area for your own notes

Source notes

These sources inform the vocabulary, process framing, and risk discipline. The worksheet itself is an educational journaling tool, not financial advice.