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pursuit-governance 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.