jeffrschneider/agentcatalog

assemble-the-account-read

Reads an account into one document: what it wants, what is going on inside it, and what nothing answered. Use it when running `ref/sls/research-an-account`.

原文の言語: 英語

check-an-expansion-against-the-plan

Reads an opening somebody else spotted against the open deals and against the plan: whether anybody is already on the same ground, roughly what it could be worth, and whether the plan already says to sell it. Use it when running `ref/sls/spot-an-expansion`.

原文の言語: 英語

name-the-opportunities-worth-selling

Lists what could be sold into the account, puts a size band on each one, and tests each against the read. Use it when running `ref/sls/write-an-account-plan`.

原文の言語: 英語

open-an-expansion-deal

Reads the account again before an opening is put to the customer, sets the timing against the contract they already hold, gets the go-ahead from inside, and opens the deal with its evidence on it. Use it when running `ref/sls/open-an-expansion-deal`.

原文の言語: 英語

review-the-plans-on-their-date

Brings every plan in scope back up, tests what each one assumed against what actually happened, scores it, and sorts it into what happens next. Use it when running `ref/sls/review-the-account-plans`.

原文の言語: 英語

scope-the-people-map

Says which decisions the people map has to cover before anybody starts mapping, and reads the finished map back with the account team. Use it when running `ref/sls/map-the-account-people`.

原文の言語: 英語

sign-and-issue-the-plan

Puts the plan to the people who have to sign it, issues the signed version to everyone who acts on it, and sets the date it comes back up along with the tripwires that bring it back sooner. Use it when running `ref/sls/write-an-account-plan`.

原文の言語: 英語

write-the-plan

Writes the plan around that order: what the plan is for, the assumptions written as statements a later review can test, the risks with what the plan does about each, the moves the account team commits to, and the asks that need somebody outside the team to…

原文の言語: 英語

build-the-instrument

Names the departures no system would show today, designs the fields, events and logs that would have to change to show them, and builds them once the change has been signed. Use it when running `ref/rev/instrument-a-process`.

原文の言語: 英語

decide-what-is-worth-watching

Picks with the process owner which steps matter enough to watch and which do not, and says in words a person can check what a followed step and a departed one look like in the data. Use it when running `ref/rev/instrument-a-process`.

原文の言語: 英語

open-a-change-to-the-enforcement

Takes a departure the review decided to act on and opens the change to the gates, the blocks and the training that follows from it. Use it when running `ref/rev/review-adoption`.

原文の言語: 英語

prove-the-measure-still-measures

Puts runs whose answer is already known through the detection, checks every signal raised in the first weeks by hand against the run it fired on, and tests the measure for outages, renamed fields and dead signals before any number is read out, so a hole is…

原文の言語: 英語

report-the-departures

Ranks the steps that are departed from most, asks the people who departed why in their own words, and hands the numbers, the baseline and the blind spots to the review without blaming anybody for them. Use it when running `ref/rev/instrument-a-process` and…

原文の言語: 英語

check-the-final-text-and-file-it

Reads the final text against the agreed list, term by term, then files the executed copy and writes the terms other processes rely on back where they can be read. Use it when running `ref/prt/sign-a-partner-agreement`.

原文の言語: 英語

draft-the-agreement

Turns every condition the qualification attached into a term with a date and a consequence, picks the paper and the schedules to start from, and writes the full text at a version. Use it when running `ref/prt/sign-a-partner-agreement`.

原文の言語: 英語

take-in-a-qualified-candidate

Takes the decision, the evidence and the conditions from the qualification that produced them, and opens the drafting run against that candidate. Use it when running `ref/prt/qualify-a-partner` and `ref/prt/sign-a-partner-agreement`.

原文の言語: 英語

work-through-the-markup

Sends the draft out at a version, gathers every markup into one numbered list, and marks each requested change give, trade or refuse with the reason and the internal approval that cleared it. Use it when running `ref/prt/sign-a-partner-agreement`.

原文の言語: 英語

find-and-score-the-candidates

Scans the field for names, reads what each candidate sells and to whom, scores each one against the stated reason with the criteria and the inputs recorded, and picks who is approached and in what order. Use it when running `ref/prt/explore-an-alliance`.

原文の言語: 英語

open-a-conversation-under-confidentiality

Carries the shortlist to first contact by a named person, sees mutual confidentiality signed before either side shows anything beyond public material, and records the numbers the two sides trade and the agreement they were traded under. Use it when running…

原文の言語: 英語

record-the-exploration

Files the run whether it proceeded or stopped, so the next run that names the same candidate can read what was already found. Use it when running `ref/prt/explore-an-alliance`.

原文の言語: 英語

state-the-reason-for-a-run

Writes down why the company would work with another company at all, before any candidate is named, and tests whether building it or buying it would answer that reason better. Use it when running `ref/prt/explore-an-alliance`.

原文の言語: 英語

write-what-the-two-sides-agree-on

Ends the exploration with a joint thesis one page long that both companies would recognize, and says what our own side has to get out of any arrangement, which the shaping that follows works from. Use it when running `ref/prt/explore-an-alliance` and…

原文の言語: 英語

carry-the-result-to-a-person-who-signs-it

Puts the result in front of the named signer as a pass, a conditional pass, a retake or a fail, and holds that room open rather than deciding in it. Use it when running `ref/prt/certify-a-partner`, `ref/prt/run-a-first-deal-together` and…

原文の言語: 英語

check-a-change-reached-the-people-it-names

Calls the roll against the list of who must be told, and runs the short check that the change is actually understood by the people who sat through it. Use it when running `ref/rev/roll-out-a-change`.

原文の言語: 英語

put-a-sitting-in-front-of-fair-assessors

Picks assessors who are not scoring their own people, briefs all of them on the same standard, the same scoring sheet and the same worked examples at once, and sets the date, the order and what the person may bring in with them. Use it when running…

原文の言語: 英語

record-and-issue-what-was-passed

Records the result with the standard version, the assessors, the evidence and the expiry date, and issues the certificate with its issue date and its expiry where both sides can see it. Use it when running `ref/prt/certify-a-partner` and…

原文の言語: 英語

report-what-the-standard-predicted

Reports months later whether the people it passed went on to do the job, because a standard that passes people who cannot sell is not a gate. Use it when running `ref/rev/certify-a-seller`.

原文の言語: 英語

run-the-sitting

Runs the sitting itself: the written exam against the question set at its version, the product, pricing and market questions answered cold, and the practical watched while it is done, so somebody is checked before a customer is the one finding out. Use it…

原文の言語: 英語

score-against-a-written-pass-line

Scores every part against the pass line as it was written before use, and keeps the evidence beside each score with the assessor who gave it, so a disputed score can be reread rather than re-argued. Use it when running `ref/rev/certify-a-seller`.

原文の言語: 英語

settle-what-a-sitting-must-prove

Takes in who is put forward, for which job and by when, names the parts of the job a customer would notice, and checks the assessment item by item against the standard it claims to test. Use it when running `ref/rev/certify-a-seller`.

原文の言語: 英語

check-a-claim-against-its-approval

Checks the claim one question at a time, each pass leaving its own finding: every document present, the activity the same one that was approved on date, place and scope, each cost eligible, the invoices real, and nothing claimed a second time somewhere else.…

原文の言語: 英語

fix-the-evidence-before-the-money-is-spent

Settles at approval time what the claim will have to carry, so the evidence list is agreed with the partner before anything is spent and is not added to afterwards. Use it when running `ref/prt/approve-a-fund-request`.

原文の言語: 英語

record-what-the-checks-keep-catching

Files what the checks caught across a run, because a thing caught over and over is a rule or a form problem rather than a partner problem. Use it when running `ref/prt/check-and-pay-a-claim`.

原文の言語: 英語

score-the-claim

Scores the claim into pays in full, pays in part or does not pay, with the amount payable, the amount cut, and the rule it fails or the evidence it lacks named on every cut. Use it when running `ref/prt/check-and-pay-a-claim`.

原文の言語: 英語

settle-a-line-the-rules-cannot-reach

Holds a line the checks could not settle, puts it to a person with the evidence and the rules it sits between, and records who decided it and what they decided. Use it when running `ref/prt/check-and-pay-a-claim`.

原文の言語: 英語

chase-what-slips-and-re-plan

Chases a step past its date with its owner, re-dates it with the buyer or sends it up, and moves every step behind it when a date moves. Use it when running `ref/sls/run-the-close-plan`.

原文の言語: 英語

close-the-plan-out

Checks every condition owed before signature as done with the evidence behind it, and closes the plan on the record with what slipped, why, and what to plan differently next time. Use it when running `ref/sls/run-the-close-plan`.

原文の言語: 英語

name-the-steps-and-put-an-owner-and-a-date-on-each

Lists every step still owed as one set rather than two, walks the buyer's own approval path committee by committee, puts one named owner on each step and counts the dates back from signing. Use it when running `ref/sls/run-the-close-plan`.

原文の言語: 英語

open-a-plan-from-the-agreed-position

Takes the agreed position as it comes across from the negotiation and opens the plan on it, with the signature date both sides are working toward written at the top. Use it when running `ref/sls/negotiate-the-agreement` and `ref/sls/run-the-close-plan`.

原文の言語: 英語

wind-a-dead-deal-down

Stops the trials, pilots and pending approvals when a deal is called lost, and gives back or deletes what the buyer gave us. Use it when running `ref/sls/record-a-lost-deal`.

原文の言語: 英語