| name | pipeline-health-review |
| description | Review pipeline health using stage aging, conversion, coverage, source quality, slippage, loss reasons, capacity, and data completeness without treating booked value as guaranteed. |
Pipeline Health Review
Use when this procedure is the primary professional method needed for the assignment.
Procedure
- Confirm the decision or outcome this work must support, its scope, owner, constraints, and definition of success.
- Establish the evidence baseline using pipeline records, stage history, activity/next steps, source, loss reasons, capacity, and period target. Do not fill material gaps with assumptions when they can change the result.
- Validate stage definitions and dates, segment pipeline, flag stale/unsupported opportunities, compare conversion/velocity, reconcile owner actions, and surface forecast risk.
- Exercise realistic edge, failure, transition, or exception cases that could invalidate the result; record unresolved uncertainty explicitly.
- Validate the output against the original outcome and any neighboring professional contracts so this skill does not silently absorb another specialist's authority.
- Record the resulting artifact, measurements, decisions, provenance, and handoff information needed for another owner to reproduce or continue the work.
Quality gate
The review distinguishes real evidenced pipeline from stale optimism and assigns concrete cleanup/decision actions.