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Zhongwei Li
2025-11-29 18:31:45 +08:00
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name: capacity-modeling
description: Use to model bookings targets vs headcount, ramp, and productivity assumptions.
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# Capacity Modeling Playbook Skill
## When to Use
- During annual/quarterly planning to align hiring with revenue goals.
- Stress testing bookings plans with upside/downside scenarios.
- Preparing CRO/finance readouts on coverage gaps and productivity.
## Framework
1. **Assumption Library** document ramp curves, win rates, ACV, hours per deal, attrition.
2. **Scenario Engine** plug assumptions into base/upside/downside tables.
3. **Gap Analysis** highlight where capacity misses coverage vs target.
4. **Mitigation Paths** propose levers (hiring, enablement, pricing, partner attach).
5. **Communication Kit** summarize risks/opportunities for leadership decisions.
## Templates
- Capacity workbook tabs (inputs, scenarios, summary).
- CRO briefing deck outline.
- Hiring + enablement recommendation log.
## Tips
- Keep assumptions versioned to avoid stale models.
- Tie recommendations to time-to-productivity and pipeline coverage KPIs.
- Pair with `quota-health` to see downstream impact of headcount changes.
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name: comp-mechanics
description: Use to assemble rate tables, accelerator logic, and plan governance templates.
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# Compensation Mechanics Toolkit Skill
## When to Use
- Creating or refreshing comp plans during annual planning.
- Evaluating SPIFs or new incentive structures mid-year.
- Responding to finance/legal requests for documentation.
## Framework
1. **Plan Components** outline quota basis, crediting rules, accelerators, caps, clawbacks.
2. **Rate Tables** define payout rates by attainment band and attach accelerators/decels.
3. **Governance Checkpoints** approvals, policy references, audit requirements.
4. **Communication Assets** FAQs, plan summaries, change logs.
5. **Monitoring Hooks** dashboards, variance alerts, and attestation cadence.
## Templates
- Compensation plan summary one-pager.
- Accelerator rate table spreadsheet.
- Governance checklist with approvals and deadlines.
## Tips
- Keep variable definitions consistent across roles to avoid confusion.
- Document all exceptions and approvals for audit readiness.
- Pair with `quota-health` to validate behavioral alignment.
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name: quota-health
description: Use to analyze quota distribution, attainment fairness, and productivity
signals.
---
# Quota Health Review Skill
## When to Use
- During annual planning to align quotas with territory potential.
- Mid-year to diagnose underperformance risks or over-assignment.
- Before launching compensation plan changes or SPIFs.
## Framework
1. **Data Collection** pull attainment, pipeline, coverage, and territory metrics by rep/segment.
2. **Fairness Analysis** compute attainment distribution, Gini coefficient, and coverage ratios.
3. **Signal Review** identify chronic over/under assignments, ramp issues, or constrainted territories.
4. **Recommendation Engine** suggest quota rebalancing, enablement, or hiring adjustments.
5. **Governance** log proposed changes, approval needs, and communication strategy.
## Templates
- Quota health dashboard (rep-level KPIs, quartiles, recommendations).
- CRO briefing outline with risks/opportunities.
- Quota adjustment request form with approvals.
## Tips
- Pair with `territory-optimization` outputs to ensure coverage and quota stay in sync.
- Normalize attainment for ramping reps to avoid skewed fairness scores.
- Keep change logs auditable for finance and legal.
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name: roe-governance
description: Use to codify sales rules of engagement, escalation paths, and exception
workflows.
---
# Rules of Engagement Governance Skill
## When to Use
- Rolling out new territory models with updated ownership rules.
- Resolving channel, partner, or segment conflicts.
- Documenting escalation paths for deal desk, pricing, or product requests.
## Framework
1. **Stakeholder Map** identify sales, CS, partner, legal, and ops owners.
2. **Rule Definition** outline assignment logic, routing triggers, and timeframe SLAs.
3. **Exception Handling** document approval tiers, SLAs, and data required for review.
4. **Enablement & Change Mgmt** create briefs, FAQs, and office-hour plans.
5. **Compliance & Audit** track decision logs, metrics, and quarterly refresh cadence.
## Templates
- ROE decision tree and ownership matrix.
- Exception request form + approval checklist.
- Communication kit (email, deck, FAQ) for GTM + partner teams.
## Tips
- Keep rules simple enough for reps/channel partners to recall.
- Tie every rule to a KPI (speed, fairness, CX) to reinforce intent.
- Archive exceptions in a shared system to surface policy drift.
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name: territory-optimization
description: Use to score territory scenarios for fairness, whitespace, and productivity.
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# Territory Optimization Skill
## When to Use
- Designing new coverage models or rebalancing routes.
- Evaluating fairness metrics during carve-up reviews.
- Preparing leadership readouts on territory effectiveness.
## Framework
1. **Input Prep** normalize account TAM, ARR, propensity, and travel constraints.
2. **Scenario Modeling** generate multiple carve-ups (geo, industry, hybrid) with scoring weights.
3. **Fairness Scoring** calculate Gini, whitespace %, and attainment probability per rep.
4. **Operational Check** validate CRM ownership, routing rules, and ROE impact.
5. **Recommendation** surface top options with rationale and risks.
## Templates
- Territory scoring matrix (scenario vs KPIs).
- Leadership readout deck outline.
- Change management checklist for RevOps + Enablement.
## Tips
- Keep scoring weights transparent to avoid stakeholder confusion.
- Include travel/coverage constraints early to prevent downstream rework.
- Pair with `roe-governance` to confirm routing + escalation rules.
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