Pursuit Governance Playbook Skill
When to Use
- Launching complex pursuits with multiple internal workstreams.
- Preparing executive steering updates for strategic deals.
- Standardizing standups, decision logs, and risk reviews across regions.
Framework
- Cadence Matrix – define daily standups, weekly exec reviews, and async updates per workstream.
- Decision Log – capture requests, approvals, and rationale with timestamps and owners.
- Escalation Paths – map issue severity to escalation channels (CRO, legal, product, finance).
- Communication Kit – templates for updates, dashboards, and summaries.
- Retrospective Loop – schedule debriefs and feed insights back into playbooks.
Templates
- Pursuit governance calendar.
- Decision log sheet (request, owner, status, timestamp).
- Escalation matrix with contacts and SLAs.
Tips
- Keep cadences lightweight; combine workstreams where possible to avoid meeting overload.
- Use a shared workspace (Notion, Asana, Sheets) for transparency.
- Pair with
risk-registerto ensure escalations include mitigation details.