Step 8 — Approvals & QA (Beginner-Friendly)
In this lesson you will protect your content from last‑minute surprises. You will collect approvals from the right people, check that every link, image, file, and label works, and run simple accessibility checks. You will also keep a tiny approval log so that everyone knows when a review was done and by whom. The goal is to finish calmly and publish with confidence.
What “Approvals & QA” means in simple words
Approvals mean “the right people read the content and said yes.” QA means “quality assurance,” which is a careful walk‑through to see if anything is broken or unclear before the content goes live. In this step, you will follow a simple checklist that anyone can use. You will keep the language plain and the checks easy to repeat. You will save proof of your checks in a short table.
How Step 8 connects to Steps 1–7
Think of Approvals & QA as the final rehearsal. If something feels hard to explain to a beginner, improve it now. If a link or a label does not make sense, fix it now. When all checks pass, you can publish without stress.
Your action is “Download the weekly planning checklist.” In QA you click the download link, check that the PDF opens on a phone, read the first paragraph to ensure it matches the title, and confirm that the PDF file name is short and clear. You record this in the log table with your name and the date.
Roadmap (small flow)
Prepare
final draft & assets
Stakeholder review
yes/no comments
Fixes
apply changes
QA checks
links, images, meta
Sign‑off log
names & dates
Ready to publish
hand off to Step 9
Move through these steps once without rushing. If you need to repeat, repeat only the part that failed.
Roles and handoffs (swimlane)
The writer collects the final draft and tags the editor. The editor approves content and tags the product stakeholder. The stakeholder leaves two small notes. The writer fixes them, and the CMS operator loads the page in preview mode to check links and spacing. Everyone signs the log with a date and a short comment like “Approved — alt text and safety note present.”
Approval levels (simple table)
| Level | Who signs | What they check (plain words) | Sign‑off label |
|---|---|---|---|
| Content | Editor | Clarity, tone, no missing steps | Content OK |
| Product/Subject | Stakeholder | Facts correct, claims safe | Subject OK |
| Brand | Brand lead | Logo, colors, voice rules | Brand OK |
| Legal (if needed) | Legal | Required notes and rights | Legal OK |
| Accessibility | QA helper | Alt text, keyboard, contrast | Access OK |
QA checklist you can follow
Walk through the page top to bottom. Touch each item only once and mark it. If you find a problem, fix it and come back to the list. Keep this list in your project folder so you can reuse it.
| Area | What to check | Quick visual |
|---|---|---|
| Links | Every link opens and points to the right page; no broken anchors | |
| Images | Load fast, sharp enough, alt text says the point | |
| Headings | H1 once; H2 for main steps; H3 for parts; short and clear | |
| Mobile | Buttons easy to tap; tables not too wide; no side scroll | |
| Meta | Title and description set; URL slug clean; canonical if needed | |
| Compliance | Safety note if required; copyrights for images | |
| Analytics | Event or page view tracked; download click labeled |
On a phone, you open the page and try the “Download the weekly planning checklist” button. The file opens and the name is weekly-planning-checklist.pdf. You mark “Links: OK” in the QA table and write your initials.
Heatmap — coverage of checks (visual)
This tiny heatmap helps you see if some parts of the page still feel weak. The darker the square, the more confident you feel about that part.
Radial timeline — simple sign‑off order
You can change the order to fit your team. Keep the order short and clear so people know when it is their turn.
Issue board (light 3D look)
Content Fix
Shorten first paragraph to make the main point clear in one line.
Owner: Writer Due: FriAlt Text
Add alt text to the diagram under Step B: “Flow with five arrows from plan to publish.”
Owner: Designer Due: TodayLink Check
Fix broken anchor in “Examples” section; link to #examples-start.
Owner: CMS Due: TodayDo / Avoid — for calm approvals
Do
- Send the final draft with a short summary and a clear due date.
- Ask reviewers to use plain “yes/no + one sentence” comments.
- Bundle fixes into one pass; avoid tiny back‑and‑forth messages.
Avoid
- Sending ten versions with unclear changes.
- Using jargon that new readers (and reviewers) do not understand.
- Adding surprise changes after someone already approved.
Approval request message you can copy
Subject: Quick review needed — “7‑Day Planning for Beginners” (final draft)
Hello [Name], I am sharing the final draft for a short review. I need a simple “Yes” or “Changes needed” by [date]. Please use plain words. The goal of this content is to help a beginner plan one week and download a checklist. The action at the end is “Download the weekly planning checklist.” If you see anything that can confuse a new reader, please note it. Thank you!
Link to preview: [URL]
What to check: clarity of first paragraph, headings order, one safety note in the last section.
Time needed: about 10 minutes.
Short approval log (keep in your folder)
| Date | Name | Role | Decision | Notes |
|---|---|---|---|---|
| 2025‑10‑20 | Alex | Editor | Yes | Shortened intro; alt text ok |
| 2025‑10‑21 | Priya | Stakeholder | Yes | Add one safety note |
| 2025‑10‑22 | Sam | Brand | Yes | Logo spacing fixed |
Compliance and rights (plain rules)
Some topics need a short note or a special line to protect readers and your organization. Keep these notes short and visible. Do not copy long legal text into the main flow unless required. If you use photos or diagrams from someone else, make sure you have the right to use them and include a small credit when needed.
| Area | Plain rule | Example under the content |
|---|---|---|
| Safety note | Add one clear line if advice could be sensitive | “This is general guidance. Talk to a professional if needed.” |
| Image rights | Use your own or licensed images; add a credit if required | “Photo © Name — used with permission.” |
| Data claims | Add the source and the date | “Source: Survey 2024 (link).” |
Analytics basics (so you can learn in Step 11)
You do not need complex setup. You only need to know whether people reached your action and used it. Add one event for the main action and keep the name short. Add UTM labels to your own links when you share this content later in Step 10. Test once in preview and once after publishing.
<a id="dl-checklist" href="/weekly-planning-checklist.pdf">Download the weekly planning checklist</a>
<script>
document.getElementById('dl-checklist').addEventListener('click', function(){
// Replace with your analytics function
console.log('event: checklist_downloaded');
});
</script>
| Thing | Plain action | Why it helps |
|---|---|---|
| Main action event | Track one click for the download | Connects to your success number |
| UTM labels | Add ?utm_source=newsletter to links you share | See which channel brings readers |
Mini funnel — review to sign‑off
If the “Reviewed with notes” bar is very small, your request may not be clear. Try the short approval message above.
Practice lab — run a small QA on one section
| Before | After |
|---|---|
|
“Download here” link near the top. Two different slugs in the link and the button. Image with no alt text. Very wide table that does not fit on a phone. |
|
Common problems and simple fixes
| Problem | What you will see | Simple fix |
|---|---|---|
| Late changes after sign‑off | Confusion and re‑work | Freeze content after approval; new ideas go to a future version |
| “Click here” everywhere | Readers do not know where a link goes | Replace with descriptive link text |
| No approval trail | People forget who said “yes” | Keep the small log table with names and dates |
| Broken anchors | Links jump to the wrong place | Click every anchor once in preview; fix IDs |
| Slow images | Phones load slowly | Export smaller PNGs or use SVG; add loading="lazy" |
Everything in one view (summary table)
| Part | What you do | Example under the content |
|---|---|---|
| Prepare | Collect final draft, visuals, and links | Folder with draft.html, images, PDF |
| Stakeholder review | Send short request; ask for “Yes/Changes” | Template message above |
| Fixes | Apply changes in one pass | Short list on the 3D board |
| QA checks | Links, images, headings, mobile, meta, compliance, analytics | QA checklist table |
| Sign‑off log | Record names and dates | Small approval log |
| Ready to publish | Pass to Step 9 | Preview link and final files |
Your next step
You now have calm approvals and a clean page that works. You checked links, images, headings, mobile view, metadata, simple compliance notes, and one small analytics event. The approval log shows who said “yes” and when. You are ready for Step 9, where you will publish with the right settings and confirm the live URL.