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Zhongwei Li
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---
name: pursuit-governance
description: Use to set cadences, decision logs, and escalation paths for enterprise
pursuits.
---
# 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
1. **Cadence Matrix** define daily standups, weekly exec reviews, and async updates per workstream.
2. **Decision Log** capture requests, approvals, and rationale with timestamps and owners.
3. **Escalation Paths** map issue severity to escalation channels (CRO, legal, product, finance).
4. **Communication Kit** templates for updates, dashboards, and summaries.
5. **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-register` to ensure escalations include mitigation details.
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