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skills/capacity-modeling/SKILL.md
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skills/capacity-modeling/SKILL.md
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name: capacity-modeling
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description: Use to model bookings targets vs headcount, ramp, and productivity assumptions.
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---
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# Capacity Modeling Playbook Skill
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## When to Use
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- During annual/quarterly planning to align hiring with revenue goals.
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- Stress testing bookings plans with upside/downside scenarios.
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- Preparing CRO/finance readouts on coverage gaps and productivity.
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## Framework
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1. **Assumption Library** – document ramp curves, win rates, ACV, hours per deal, attrition.
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2. **Scenario Engine** – plug assumptions into base/upside/downside tables.
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3. **Gap Analysis** – highlight where capacity misses coverage vs target.
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4. **Mitigation Paths** – propose levers (hiring, enablement, pricing, partner attach).
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5. **Communication Kit** – summarize risks/opportunities for leadership decisions.
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## Templates
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- Capacity workbook tabs (inputs, scenarios, summary).
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- CRO briefing deck outline.
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- Hiring + enablement recommendation log.
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## Tips
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- Keep assumptions versioned to avoid stale models.
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- Tie recommendations to time-to-productivity and pipeline coverage KPIs.
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- Pair with `quota-health` to see downstream impact of headcount changes.
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skills/comp-mechanics/SKILL.md
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skills/comp-mechanics/SKILL.md
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---
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name: comp-mechanics
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description: Use to assemble rate tables, accelerator logic, and plan governance templates.
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---
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# Compensation Mechanics Toolkit Skill
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## When to Use
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- Creating or refreshing comp plans during annual planning.
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- Evaluating SPIFs or new incentive structures mid-year.
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- Responding to finance/legal requests for documentation.
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## Framework
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1. **Plan Components** – outline quota basis, crediting rules, accelerators, caps, clawbacks.
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2. **Rate Tables** – define payout rates by attainment band and attach accelerators/decels.
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3. **Governance Checkpoints** – approvals, policy references, audit requirements.
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4. **Communication Assets** – FAQs, plan summaries, change logs.
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5. **Monitoring Hooks** – dashboards, variance alerts, and attestation cadence.
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## Templates
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- Compensation plan summary one-pager.
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- Accelerator rate table spreadsheet.
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- Governance checklist with approvals and deadlines.
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## Tips
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- Keep variable definitions consistent across roles to avoid confusion.
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- Document all exceptions and approvals for audit readiness.
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- Pair with `quota-health` to validate behavioral alignment.
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---
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skills/quota-health/SKILL.md
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skills/quota-health/SKILL.md
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---
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name: quota-health
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description: Use to analyze quota distribution, attainment fairness, and productivity
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signals.
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---
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# Quota Health Review Skill
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## When to Use
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- During annual planning to align quotas with territory potential.
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- Mid-year to diagnose underperformance risks or over-assignment.
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- Before launching compensation plan changes or SPIFs.
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## Framework
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1. **Data Collection** – pull attainment, pipeline, coverage, and territory metrics by rep/segment.
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2. **Fairness Analysis** – compute attainment distribution, Gini coefficient, and coverage ratios.
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3. **Signal Review** – identify chronic over/under assignments, ramp issues, or constrainted territories.
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4. **Recommendation Engine** – suggest quota rebalancing, enablement, or hiring adjustments.
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5. **Governance** – log proposed changes, approval needs, and communication strategy.
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## Templates
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- Quota health dashboard (rep-level KPIs, quartiles, recommendations).
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- CRO briefing outline with risks/opportunities.
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- Quota adjustment request form with approvals.
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## Tips
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- Pair with `territory-optimization` outputs to ensure coverage and quota stay in sync.
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- Normalize attainment for ramping reps to avoid skewed fairness scores.
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- Keep change logs auditable for finance and legal.
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skills/roe-governance/SKILL.md
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skills/roe-governance/SKILL.md
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---
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name: roe-governance
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description: Use to codify sales rules of engagement, escalation paths, and exception
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workflows.
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---
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# Rules of Engagement Governance Skill
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## When to Use
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- Rolling out new territory models with updated ownership rules.
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- Resolving channel, partner, or segment conflicts.
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- Documenting escalation paths for deal desk, pricing, or product requests.
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## Framework
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1. **Stakeholder Map** – identify sales, CS, partner, legal, and ops owners.
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2. **Rule Definition** – outline assignment logic, routing triggers, and timeframe SLAs.
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3. **Exception Handling** – document approval tiers, SLAs, and data required for review.
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4. **Enablement & Change Mgmt** – create briefs, FAQs, and office-hour plans.
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5. **Compliance & Audit** – track decision logs, metrics, and quarterly refresh cadence.
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## Templates
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- ROE decision tree and ownership matrix.
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- Exception request form + approval checklist.
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- Communication kit (email, deck, FAQ) for GTM + partner teams.
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## Tips
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- Keep rules simple enough for reps/channel partners to recall.
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- Tie every rule to a KPI (speed, fairness, CX) to reinforce intent.
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- Archive exceptions in a shared system to surface policy drift.
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---
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skills/territory-optimization/SKILL.md
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skills/territory-optimization/SKILL.md
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---
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name: territory-optimization
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description: Use to score territory scenarios for fairness, whitespace, and productivity.
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---
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# Territory Optimization Skill
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## When to Use
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- Designing new coverage models or rebalancing routes.
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- Evaluating fairness metrics during carve-up reviews.
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- Preparing leadership readouts on territory effectiveness.
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## Framework
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1. **Input Prep** – normalize account TAM, ARR, propensity, and travel constraints.
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2. **Scenario Modeling** – generate multiple carve-ups (geo, industry, hybrid) with scoring weights.
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3. **Fairness Scoring** – calculate Gini, whitespace %, and attainment probability per rep.
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4. **Operational Check** – validate CRM ownership, routing rules, and ROE impact.
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5. **Recommendation** – surface top options with rationale and risks.
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## Templates
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- Territory scoring matrix (scenario vs KPIs).
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- Leadership readout deck outline.
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- Change management checklist for RevOps + Enablement.
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## Tips
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- Keep scoring weights transparent to avoid stakeholder confusion.
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- Include travel/coverage constraints early to prevent downstream rework.
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- Pair with `roe-governance` to confirm routing + escalation rules.
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---
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