Quiz: Technology and Systems

21 items: 12 multiple choice · 5 true/false · 3 short answer · 1 applied scenario with rubric.

Answers in <details>. Attempt each before opening.


Part 1 — Multiple Choice (12)

Q1. A system is:

(a) The software you use (b) The mechanism by which a finding becomes a change (c) A set of templates (d) A documented workflow

Answer **(b).** **You can run an excellent practice on a spreadsheet and a notebook and a chaotic one on a $200 platform** — and the difference has almost nothing to do with the tools. **Without a system, a planner's tenth wedding is their first wedding, ten times.**

Q2. The single commonest reason a written finding produces no change:

(a) It was written badly (b) Found and fixed are the same column (c) The planner was too busy (d) It was not important enough

Answer **(b).** **A row containing a finding looks handled.** The stationery error was *caught* in month nine and stayed wrong for eleven months for exactly this reason. **The fix: two columns, an owner, and a date.**

Q3. Of the four system components — artefacts, triggers, conventions, a closing loop — how many are software?

(a) All four (b) Two (c) One (d) None

Answer **(d).** **Software is a delivery mechanism for the four, not a fifth** — which is why Chapter 36 said buy the platform fourth. **A platform without the four is an empty container with a subscription.**

Q4. The test of whether you have a system rather than expertise:

(a) Whether you use a CRM (b) Whether your templates are current (c) Could somebody competent run your next event from your documents, without you? (d) Whether you have written procedures

Answer **(c).** **If the answer is no, a broken ankle is a business failure** — and Chapter 27 established that a solo planner whose absence means no planner has sold something they cannot always deliver.

Q5. "I must remember to ask about access" is:

(a) A trigger (b) An intention, with zero reliability (c) A convention (d) An artefact

Answer **(b).** **A trigger is a moment at which a document must be opened, and it appears without being remembered.** Time-based and event-based triggers are reliable; **threshold-based ones are the most valuable and almost nobody has them.**

Q6. The most valuable and least common kind of trigger:

(a) Time-based (b) Event-based (c) Threshold-based (d) Intention-based

Answer **(c)** — *when the guest count moves by more than 10, re-run the catering and the floor plan.* **It is where Chapter 5's master variable actually gets managed**, because a count drifting from 100 to 118 across nine months never triggers anything.

Q7. In the nine-function stack, the function that is free and almost universally absent:

(a) Money (b) Files (c) Knowledge — the finding log, the venue file, the template library (d) Design

Answer **(c).** **Against a full stack at $250 a month — a quarter of Chapter 36's annual fixed costs — function 8 at $0 is the best-value line in the table by an enormous margin.**

Q8. The platform-evaluation question that matters most:

(a) Can it do everything I need? (b) What does it cost? (c) What does it not do that I will therefore stop doing? (d) Does it integrate with my accounting?

Answer **(c)**, and nobody asks it. **A platform without a floor-plan tool means you will stop drawing floor plans**, and Chapter 11 established what that costs.

Q9. The naming convention the chapter recommends:

(a) RunSheet_FINAL_v2.pdf (b) Reyes-Whitfield_RunSheet.pdf (c) 2026-09-12_Reyes-Whitfield_RunSheet_v4.pdf (d) Whatever the platform generates

Answer **(c).** **Date first so things sort; version last so the current one is obvious** — plus one place, one current version with an immediate archive, and the same tree every event.

Q10. "89 — seated dinner @ 12 sq ft" rather than "89" fixes:

(a) A naming problem (b) Four separate errors this book made — the barn, the wine pull, the gaffer tape, and the contingency (c) A data-protection issue (d) A versioning problem

Answer **(b).** **All four were the same error: a quantity correct for one question, used to answer another.** **The convention costs four words.**

Q11. A guest list with dietary requirements is:

(a) Ordinary business data (b) Health information, which attracts specific legal protection in many jurisdictions (c) The caterer's responsibility (d) Exempt because the client provided it

Answer **(b)** — as an access list is disability information and the emergency page contains medical facts about named individuals. **The fact that a couple gave them to you does not remove your obligations.**

Q12. In the five-field finding log, the load-bearing field is:

(a) The date found (b) The finding (c) The artefact to change (d) The owner

Answer **(c).** ***"Be more careful with times"* cannot be closed; *"the catering brief is populated from the rehearsal-confirmed duration"* can.** And the *closed* column must be separate, **so an open row is visibly unfinished forever.**

Part 2 — True or False (5)

Q13. Buying a good planning platform will give a new planner a system.

Answer **False.** **A platform encodes a workflow into a business that does not have one, and it hides the seams** — a spreadsheet you built is transparent. **Run three or four events on your own documents first; you will choose differently.**

Q14. A log of unclosed findings is better than no log.

Answer **False, and this is the chapter's sharpest claim.** **It documents that you knew, and it produces the feeling of having acted** — ninety-one entries and four changes in three years. **A finding gets an owner and a due date, or it is not logged.**

Q15. A template used unchanged for four years is a sign of a stable, well-designed system.

Answer **False.** **It is a snapshot of what you knew in year one.** **The difference between a template and a system is that a template changes** — it gains a line after every event.

Q16. An automated thank-you message is better than none.

Answer **False.** **It signals that the moment was processed rather than noticed.** Chapter 32's forty-second board-member call is the counter-example — **it does not scale, and that is the point.**

Q17. A determined planner can implement most of the systems changes they identify in a season.

Answer **False, and pretending otherwise is how none of them happen.** **Twenty-two correct, cheap changes; a working planner will do three or four.** **So the audit is a ranking plus an explicit decision about what does not get done** — because a change you decided not to make is a decision, and a change you forgot is a finding that died.

Part 3 — Short Answer (3)

Q18. Explain why five correct, well-written findings in this book produced no change.

Answer **Because *caught* and *fixed* were the same column.** A row containing a finding looks handled, **and the list closes when it is written rather than when it is resolved.** **Plus four other mechanisms.** The change lands in the wrong artefact — *"ask about access earlier"* is a note; **the RSVP template is the artefact.** **The artefact is not opened before the next event**, because it was attached to intention rather than to a trigger. **The finding was filed under the wrong heading** — Chapter 35's four lonely travellers were logged as a carbon finding and were a guest-experience one. **And there are too many**, which is the reason nobody admits.

Q19. Give the trigger set and say why it is the highest-return item in the chapter.

Answer **Ten triggers, applied from a template at signing, to every event:** **−12 months** venue file and the save-the-date access text · **−9** category-D check and permissions *granted to whom* · **−6** the access asking, sent by a family member, and the rain plan · **−3** timeline and the first production meeting · **−8 weeks** decision protocol and **insurance certificates checked against dates** · **−2 weeks** read-through and final numbers once on the Thursday · **−72 hours** emergency page and the four-weather review · **+2 days** incident notes and the finding log · **+2 weeks** debrief, reconciliation, and the systems changes · **+12 months** the query nobody runs. **Four minutes per event.** **And every row is a finding from an earlier chapter that would otherwise depend on somebody remembering.**

Q20. State the capacity problem and how to choose.

Answer **Thirty-eight chapters produced twenty-two systems changes. Every one is correct and cheap. A working planner will implement three or four in a season.** **So the audit is a ranking and an explicit decision about what does not get done this year** — otherwise the decision gets made by attrition and the important ones go with the rest. **Prioritise: prevents an expensive error · compounds · has caught you twice · takes under thirty minutes · closes a finding more than a year old.** **Defer: saves minutes · one-off · from a single event · requires a new tool.** **And write the deferred list down with dates**, because a change you decided not to make is a decision and a change you forgot is a finding that died.

Part 4 — Applied Scenario (1)

Q21. A planner, year five, eleven weddings and two corporate events a year. Uses: a planning platform ($89/mo, bought in year one), a spreadsheet for budgets, email for everything else, a phone for photographs, and a notebook. No finding log. No venue file. No naming convention — run sheets live in the platform, in email, and on a desktop. Attribution: none. Guest lists with dietary and medical data are in shared spreadsheets with link access.

Last season: an insurance certificate lapsed unnoticed · a guest count moved 84 → 109 with no re-plan · a load factor was re-derived from memory and a generator was under-specified · and a client asked why the ceremony had been moved and the planner could not remember.

Produce: the four missing components · the four changes for this season, ranked · the data problem and its minimum fix · and what you defer, with reasons.

Rubric — 30 points **The four components (6 pts).** **Artefacts** — partially present (platform, spreadsheet) **but no finding log, venue file, or template library: function 8 is entirely absent.** **Triggers** — none; everything is intention-based. **Conventions** — none; three locations for run sheets. **Closing loop** — none. *6 = all four assessed against the evidence; 3 = listed without assessment.* **Four changes, ranked (10 pts).** Strong answers, roughly in this order: **(1) the trigger set** — it closes the insurance lapse and the guest-count drift simultaneously, and it is four minutes per event · **(2) the naming convention and one place** — fifteen minutes of discipline, and it closes the three-versions problem · **(3) the venue file** — highest compounding, and it absorbs the load-factor re-derivation · **(4) the finding log with a closed column, plus the attribution field.** *Credit for noting the decision record would have answered the ceremony question.* *10 = four changes, ranked, each naming its artefact and the finding it closes; 5 = four changes unranked.* **The data problem (8 pts).** **Guest lists with dietary and medical data in link-shared spreadsheets is the most serious item in the scenario and most answers will not rank it first.** Minimum fix: **move to controlled access · share only the allergy and the table with the caterer, never the full list · define a retention period · and a plain paragraph saying what is done with it.** *Deduct 4 if the data issue is not identified as sensitive-category information.* *Credit for noting the emergency page must be separated from the run sheet — Ch.26's recommendation, now also a data requirement.* **Deferrals (4 pts).** **Must include the platform decision** — *do not change tools mid-season*, and after five years the honest question is §39.4's six, run properly with a parallel event **next January.** *Also acceptable: the template library, deferred with a date.* *4 = deferrals with reasons and dates; 1 = deferrals without dates.* **Bonus (2 pts).** Noticing that **this planner has run roughly 65 weddings and has no venue file, no finding log, and no attribution** — **so five years of institutional knowledge exists only in their head**, which is §39.2's test failed comprehensively, **and which also means Chapter 38's marketing analysis is unavailable to them.**