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.