Catalog / Business processes / Marketing / Objective-to-Commitment / Develop Marketing Strategy
reference process · marketing · 17 activities · 19 on the roster
Develop Marketing Strategy
The business hands marketing a set of objectives and a market position, and the run has to come back with agreed choices about which markets and segments the organization competes in and what it will win on. A decision coordinator writes down what the run has to settle and by when, and commissions four kinds of evidence: what the closed periods delivered against what was committed, what the market looks like and how buyers buy in each segment, what each rival sells and claims, and what buyers and the people working the deals say. From that evidence the coordinator builds two or three ways the organization could compete. A forecaster puts a cost, a return and a written assumption on each one, the capacity manager and the budget keeper say what each one would take to run, and the standards keeper reads each one against the positioning and the customer profile the organization has already agreed. Leadership and the sales leader choose one set of choices in a room and say why. The agreed strategy is written down with its reasons and its disagreement, the measures it will be reported against are named, leadership and finance sign it, and the standards keeper issues it as a numbered version. The last activities hand the strategy to the processes that plan and run the work, and set the date and the conditions that bring the choices back up. What this run produces is a judgement. The agents in it assemble the evidence and write down what was decided. The choices are made by named people, and raising the automation level moves none of that. This run settles where the organization competes and what it wins on, and it stops there. What the organization says it stands for is settled by the positioning process, which reads the strategy this run issues. Which accounts the organization sells to is settled by the customer profile process, which reads it too. The annual planning process turns the agreed strategy into initiatives, money and a calendar, and activity 15 hands the strategy to it.
The walk
The document
One run
Adoption
The activities
What happens in a run
17 activities from the business sets its objectives for the period to the strategy is agreed, issued and in use, 3 of them gates a person has to sign. Drag the diagram to move along it.
Develop Marketing Strategy the business sets its objectives for the period → the strategy is agreed, issued and in use
no option reaches the objectives no option fits the period an option needs a standard changed the room cannot agree a choice cannot be measured changes requested the business sets its objectives for the period 1 Take in the Objectives the objectives, and what this run has to settle a person signs · never an agent 2 Read the Closed Periods last period's results set against what was committed 3 Map the Market and Its Se… the segments, their size, and how buyers buy in each 4 Read What the Rivals Are … what each rival sells, to whom, and on what claims 5 Hear from Buyers and the … what buyers weigh, and what sellers see in the deals 6 Draft the Strategic Optio… two or three ways the organization could compete 7 Put Numbers on Each Option the cost, the return, and the assumptions under them 8 Check What Each Option Wo… what each option would need in money and in people 9 Check the Options against… each option read against the positioning and the profile 10 Choose Where to Play and … leadership picks one set of choices and says why a person signs · never an agent 11 Write down the Agreed Str… the choices, the reasons, and who disagreed 12 Name What the Strategy Wi… the measures the strategy will be reported against 13 Get Sign-Offs leadership and finance sign the strategy a person signs · never an agent 14 Issue the Strategy at a V… the strategy numbered, and its readers told 15 Hand the Strategy to the … each receiving agent says what it changes 16 Set the Review Conditions the review date, and what would reopen the choices 17 Record What Was Learned what to repeat, what to avoid the strategy is agreed, issued and in use
The roster this process needs
Hover a name to see the activities it holds. A dashed one is a person, and stays one.
The document
The document, with the blanks marked
Everything in amber is yours to fill in: who owns it, when it takes effect, which platforms, which numbers, and who holds each activity. Everything else is the process, and it is the same wherever it is run.
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Use in Google ADK
PROCESS: develop marketing strategy id: <team> /marketing-strategy v1
from: ref/mkt/develop-marketing-strategy v1
owner: <who> effective: <date>
trigger: the business issues its objectives for the period, or the
review date on the recorded strategy arrives
watch: record=<the objectives for the period>
system=<where the business issues them>
change=<the objectives for the period are issued>
or watch: record=<the recorded strategy>
system=<your review schedule>
change=<the review date on the strategy arrives>
concurrency: one run at a time, because two agreed strategies for one
business leave nobody with one. A change inside the
period goes in as a new version of the same strategy
goal: agreed choices about which markets and segments the organization
competes in and what it wins on, recorded with the reasons
behind them and the disagreement with them, signed, issued at a
version, and in use by every process that plans work
phases:
take-in-objectives - convenes briefing: the objectives as the
business stated them, what this run has to
settle, who decides it, what evidence each agent
owes, and the date the answer is due
owner: decision-coordinator
after: trigger
automation: never
read-periods - runs collect-and-report: what the closed
periods delivered, each result set beside what
that period committed to
owner: reporting-manager
after: take-in-objectives
by: <weeks> automation: <level>
map-market - human: the segments the organization could
compete in, how large each one is, how buyers
in it buy, and where the count came from
owner: researcher
after: take-in-objectives
by: <weeks> automation: <level>
read-rivals - runs collect-and-report: what each rival sells,
who it sells to, what it charges where the
price is public, and what it claims
owner: researcher
after: take-in-objectives
by: <weeks> automation: <level>
hear-first-hand - runs build-by-talent: a study of what buyers
weigh when they choose, and what the people
working the deals saw in the deals they won and
lost
owner: study-manager
after: take-in-objectives
by: <weeks> automation: <level>
draft-options - runs build-by-talent: two or three ways the
organization could compete, each written out
with the evidence behind it
owner: decision-coordinator
after: read-periods + map-market + read-rivals
+ hear-first-hand
by: <weeks> automation: <level>
size-options - human: what each option would cost and return
at each level of spend, with the assumptions
written beside every number
owner: forecaster after: draft-options
by: <weeks> automation: <level>
check-feasible - system: what each option would need in money
and in agents, set against what is left in the
budget and what room the period has
owner: capacity-manager
after: draft-options
by: <days> automation: <level>
check-standards - runs assessment: each option scored against the
positioning, the promise and the customer
profile at the versions in force
owner: standards-keeper
after: draft-options
by: <days> automation: <level>
choose-strategy - convenes bake-off: two or three options, one
set of choices made, with the reasons said out
loud and the disagreement said out loud
owner: decision-coordinator
after: size-options + check-feasible +
check-standards
by: <days> automation: never
write-strategy - human: the markets and segments chosen, what
the organization will win on in each, what was
turned down and why, who agreed, and who
disagreed and on what
owner: decision-coordinator
after: choose-strategy
automation: <level>
name-measures - human: the measure each choice will be reported
against, defined so the period report can
produce it without argument
owner: reporting-manager
after: write-strategy
automation: <level>
get-sign-offs - convenes approval: <who> and finance sign, as
named signers, against a version of the
strategy
owner: <your finance role>
after: name-measures
by: <days> automation: never
issue-version - human: the signed strategy issued as a numbered
version, with the version it replaces left
readable
owner: standards-keeper
after: get-sign-offs
automation: <level>
hand-over - runs decide-and-announce: every agent that plans
work hears the strategy at once and says what
it changes because of it
owner: decision-coordinator
after: issue-version
by: <days> automation: <level>
set-review - human: the date the choices come back up, and
the conditions that would bring them back
sooner
owner: decision-coordinator
after: hand-over automation: <level>
record-learnings - convenes debrief: what to repeat, what to avoid
owner: decision-coordinator
after: set-review automation: <level>
run-scoped:
outstanding - runs roll-call owner: decision-coordinator
every: <cadence>
from: take-in-objectives until: hand-over
handoffs:
take-in-objectives -> read-periods / map-market / read-rivals /
hear-first-hand [the-objectives]: the objectives, what each agent
owes, and the date it is owed. Four agents read one record
read-periods -> draft-options [closed-period-results]: each result of
the closed periods beside what that period committed to, with the
source under every line
map-market -> draft-options [market-map]: the segments, the size of
each one and where that count came from, and how buyers in each one
buy
read-rivals -> draft-options [rival-reading]: what each rival sells
and claims, with the material it was read from and the date it was
read, and every rival nobody could read marked as unread
hear-first-hand -> draft-options [first-hand-accounts]: what buyers
and sellers said, attributed to the person who said it, with the
sample the study drew and what its findings will and will not carry
draft-options -> size-options [options-to-cost]: the options in the
form they will be costed in
draft-options -> check-feasible [options-to-resource]: the same
options, with what each one would ask the department to run
draft-options -> check-standards [options-to-score]: the same options
again. Three branches read one record
size-options -> choose-strategy [option-numbers]: the cost and the
return of each option at each level of spend, with the assumptions
beside the numbers and every rate that could not be sourced marked
unsourced
check-feasible -> choose-strategy [option-demands]: what each option
would need in money and in agents, what is left in the budget, what
room the period has, and what each option would displace
check-standards -> choose-strategy [standards-verdicts]: a verdict on
every option, naming the standard and the version it was scored
against
choose-strategy -> write-strategy [the-choices]: the chosen set of
choices, why it won over the others, and everyone who disagreed and
on what
write-strategy -> name-measures [agreed-wording]: the choices in the
wording they were agreed in
name-measures -> get-sign-offs [strategy-with-measures]: the strategy
at a version, with the measure each choice will be reported against
get-sign-offs -> issue-version [signed-strategy]: the strategy at the
signed version. A later change voids the approval and the signers
see it again
issue-version -> hand-over [issued-version]: the strategy at its
number, and what changed from the version it replaces
hand-over -> set-review [what-changes]: what each receiving agent
said it would change, and the date it said it by
set-review -> record-learnings [review-conditions]: the review date
and the conditions that bring the choices back sooner
deviations:
size-options -> draft-options [no-option-reaches-objectives]: the
numbers on every option fall short of what the business asked for,
so the options are drafted again
check-feasible -> draft-options [no-option-fits-the-period]: the
department cannot run any option as drafted, so the options come
back cut to what it can carry
check-standards -> draft-options [standard-needs-changing]: an option
rests on a standard this run cannot settle, so it goes back marked
unsettled until the owning process issues a version
choose-strategy -> draft-options [room-cannot-agree]: the room does
not agree, and a person decides whether a narrower set of choices
is drafted or the run waits for more evidence
name-measures -> choose-strategy [choice-cannot-be-measured]: no
measure can produce a number for a choice, so the choice itself is
taken up again
get-sign-offs -> choose-strategy [sign-off-changes]: a signer comes
back with changes, and only the part they named reopens
any -> take-in-objectives [objectives-change]: the business changes
its objectives while the run is open, so what the run has to settle
is taken in again and a person says whether it is still the right
question
bindings:
roster: <who holds each role - agents claiming the abstract agents
above, and named people for leadership, the sales side,
finance and the expert>
systems: the strategy store (write), the decision record (write),
the evidence store (write), the model store (write),
the study record (write), the standards store (write),
the review schedule (write),
the notification channel (write), the report store (read),
analytics platforms (read), the CRM (read),
licensed market data (read), public web sources (read),
the book of work (read), the budget record (read)
data: the objectives the business set for the period, the closed
periods' reports, the positioning and the promise at their
versions, the customer profile at its version, <your market
definitions>, <your measure definitions> at a version
policy:
the choices are made by named people and are never delegated to an
agent
the people who sell what the strategy commits to sit in the room
where it is chosen, and a strategy chosen without them is not
recorded
every fact in the evidence carries the source it came from and the
date it was read
a rate the model cannot source is reported as unsourced, and no
estimate is put in its place
no option reaches the room without a cost, a return, the assumptions
those rest on, and a verdict against every standard in force
an option that needs the positioning changed goes to <your
positioning process> before it can be chosen
an option that names a segment nobody has profiled goes to <your
customer profile process> before it can be chosen
a disagreement is recorded with the strategy, naming who disagreed
and what they disagreed with
sign-off is a human gate and is never delegated to an agent
the run does not close until every agent that plans work has said
what it changes because of the strategy, and an agent that changes
nothing says why
an issued strategy is never edited in place. A change goes out as a
new version saying what moved and why, and the version it replaces
stays readable
measures:
cycle time: <target> from the objectives arriving to the issued
strategy
reach: every process that plans work told within <days> of the
version being issued
follow-through: <share> of the plans made since the strategy issued
that name the choice they rest on
quality gate: no strategy issues without its evidence, its
disagreement, and an answer from every agent that plans
work against it
Copy
Take it somewhere
Use this process in LangGraph
close
Paste this into an assistant that can read the web, such as Claude, ChatGPT or Cursor. It reads the specification and the current LangGraph documentation, then writes two files: the graph, and a note on what did not survive the translation. Read the note first. What a runtime cannot express is the part worth arguing about, and this process is a draft to argue with.
copy the prompt
369 lines · the document is inside it, so nothing else is needed
Convert the business process below into a runnable LangGraph graph:
one Python file with a TypedDict state, a StateGraph, nodes, edges,
conditional edges and a checkpointer.
The document is a reference process written to the Agent Processes
specification. Read the specification before you start, because it defines
terms that look ordinary and are not:
https://agentcatalog.com/spec/agent-processes
Sections 6 (the phase graph), 6.5.1 (exception edges), 6.7.1 (deviations),
7 (automation) and 8 (handoffs) are the ones this conversion turns on.
Then read the current documentation for the primitives you will need, rather
than relying on what you remember of the API:
https://docs.langchain.com/oss/python/langgraph/interrupts
interrupt() and Command(resume=), which is how a gate stops a run
https://reference.langchain.com/python/langgraph/graph/state/StateGraph
StateGraph, add_edge, add_conditional_edges, defer
WHAT THE DOCUMENT ASKS FOR
These hold wherever the process lands, and they matter more than style.
1. Each phase under `phases:` becomes one step, and keeps its name.
2. `after:` gives the edges. `after: a + b` is a join and waits for BOTH.
Reading it as "either" is the defect the specification calls out by name.
3. Every handoff carries a key in square brackets. Each key becomes one field
on the run's state, named exactly as the key with hyphens turned into
underscores, and the sentence beside it becomes that field's comment. The key
is the stable name; the sentence is prose that may be rewritten.
4. A phase MUST NOT begin before its inbound handoff exists. Where that is
checkable, check it in the step rather than assuming it.
5. `automation: never` is a gate a person signs. The run stops there and does
not continue until a person's decision comes back. Do not turn one into a
notification, a log line, or an automatic transition, whatever the queue
looks like.
6. Each line under `deviations:` is a backward or sideways edge, returning to
the phase named on the right. The key in brackets names it, and that name
belongs in the code.
7. A phase whose `after:` reads like "X or Y, whichever could not finish" is an
exception edge: it is entered when those phases FAIL, not when they succeed.
Do not wire it as an ordinary successor.
8. Anything in angle brackets is a blank the adopting organization fills in.
Leave each one as a named constant at the top of the file with a TODO. Do not
invent a value, a threshold or a date.
9. Record the document's `from:` line at the top of the file, so it says which
reference process and which version it was generated from.
10. Run-scoped lines under `run-scoped:` are work that runs alongside the whole
process rather than at one point in it, and a run may not close while one is
unfinished. Say in the code what you did about them, including if the answer
is that the runtime has nowhere to put them.
HOW THAT LOOKS IN LANGGRAPH
11. A phase is a node added with `add_node`, under the phase's own name.
12. The state is a TypedDict. Each handoff key is one field on it.
13. A join is the trap. `add_edge(["a", "b"], "c")` looks right and releases
once: when a backward edge re-enters ONE arm, the joined node never runs
again, and the run ends early reporting success rather than raising. Mark the
joined node `defer=True` and re-check inside it that both inbound handoffs
exist.
14. A gate is `interrupt()` inside the node, resumed with `Command(resume=...)`.
The platform lets anything at all call resume, so require the resumed value to
name a person and a date and refuse anything else. Say in the fidelity note
that this proves only that whoever resumed typed a name, because
`Command(resume=True)` from a scheduled job is indistinguishable from a person
signing.
15. A deviation is `add_conditional_edges` with a routing function named after
the key in brackets.
16. Pass a durable checkpointer rather than taking the in-memory default. The
gates wait days, and the default loses every paused run on restart.
17. Leave every phase body unimplemented, raising until somebody registers an
implementation. The automation level is a blank, so writing a body would
answer on the adopter's behalf whether an agent may do that work.
Produce a second file alongside it, `FIDELITY.md`, and treat it as the more
important of the two. The code is for whoever builds this. The fidelity note
is for whoever has to decide whether this platform suits the process at all,
and that is usually a different person who will never read the code.
It has three parts.
**What came across.** Briefly: how many phases became steps, how many handoff
keys became state fields, which gates stop the run, which deviations became
edges. Counts and names, not reassurance.
**What did not, and what was done instead.** One entry per gap. For each one,
say what the document requires, what the platform can actually express, what
you did in its place, and what breaks if somebody later removes your
workaround. This last part matters most: a workaround nobody understands is a
workaround somebody deletes.
**What a person still has to decide.** The blanks are not a translation
failure, they are the point of a reference process, so list what has to be
filled in before this could run against anything real, and say which of those
choices the platform constrains.
Write it in plain English for somebody who has not read the specification, and
do not soften it. A translation of a reference process is a draft to argue
with, not a build artifact, and the honest account of what was lost is the most
useful thing you will produce.
Here is the process document.
```
PROCESS: develop marketing strategy id: <team>/marketing-strategy v1
from: ref/mkt/develop-marketing-strategy v1
owner: <who> effective: <date>
trigger: the business issues its objectives for the period, or the
review date on the recorded strategy arrives
watch: record=<the objectives for the period>
system=<where the business issues them>
change=<the objectives for the period are issued>
or watch: record=<the recorded strategy>
system=<your review schedule>
change=<the review date on the strategy arrives>
concurrency: one run at a time, because two agreed strategies for one
business leave nobody with one. A change inside the
period goes in as a new version of the same strategy
goal: agreed choices about which markets and segments the organization
competes in and what it wins on, recorded with the reasons
behind them and the disagreement with them, signed, issued at a
version, and in use by every process that plans work
phases:
take-in-objectives - convenes briefing: the objectives as the
business stated them, what this run has to
settle, who decides it, what evidence each agent
owes, and the date the answer is due
owner: decision-coordinator
after: trigger
automation: never
read-periods - runs collect-and-report: what the closed
periods delivered, each result set beside what
that period committed to
owner: reporting-manager
after: take-in-objectives
by: <weeks> automation: <level>
map-market - human: the segments the organization could
compete in, how large each one is, how buyers
in it buy, and where the count came from
owner: researcher
after: take-in-objectives
by: <weeks> automation: <level>
read-rivals - runs collect-and-report: what each rival sells,
who it sells to, what it charges where the
price is public, and what it claims
owner: researcher
after: take-in-objectives
by: <weeks> automation: <level>
hear-first-hand - runs build-by-talent: a study of what buyers
weigh when they choose, and what the people
working the deals saw in the deals they won and
lost
owner: study-manager
after: take-in-objectives
by: <weeks> automation: <level>
draft-options - runs build-by-talent: two or three ways the
organization could compete, each written out
with the evidence behind it
owner: decision-coordinator
after: read-periods + map-market + read-rivals
+ hear-first-hand
by: <weeks> automation: <level>
size-options - human: what each option would cost and return
at each level of spend, with the assumptions
written beside every number
owner: forecaster after: draft-options
by: <weeks> automation: <level>
check-feasible - system: what each option would need in money
and in agents, set against what is left in the
budget and what room the period has
owner: capacity-manager
after: draft-options
by: <days> automation: <level>
check-standards - runs assessment: each option scored against the
positioning, the promise and the customer
profile at the versions in force
owner: standards-keeper
after: draft-options
by: <days> automation: <level>
choose-strategy - convenes bake-off: two or three options, one
set of choices made, with the reasons said out
loud and the disagreement said out loud
owner: decision-coordinator
after: size-options + check-feasible +
check-standards
by: <days> automation: never
write-strategy - human: the markets and segments chosen, what
the organization will win on in each, what was
turned down and why, who agreed, and who
disagreed and on what
owner: decision-coordinator
after: choose-strategy
automation: <level>
name-measures - human: the measure each choice will be reported
against, defined so the period report can
produce it without argument
owner: reporting-manager
after: write-strategy
automation: <level>
get-sign-offs - convenes approval: <who> and finance sign, as
named signers, against a version of the
strategy
owner: <your finance role>
after: name-measures
by: <days> automation: never
issue-version - human: the signed strategy issued as a numbered
version, with the version it replaces left
readable
owner: standards-keeper
after: get-sign-offs
automation: <level>
hand-over - runs decide-and-announce: every agent that plans
work hears the strategy at once and says what
it changes because of it
owner: decision-coordinator
after: issue-version
by: <days> automation: <level>
set-review - human: the date the choices come back up, and
the conditions that would bring them back
sooner
owner: decision-coordinator
after: hand-over automation: <level>
record-learnings - convenes debrief: what to repeat, what to avoid
owner: decision-coordinator
after: set-review automation: <level>
run-scoped:
outstanding - runs roll-call owner: decision-coordinator
every: <cadence>
from: take-in-objectives until: hand-over
handoffs:
take-in-objectives -> read-periods / map-market / read-rivals /
hear-first-hand [the-objectives]: the objectives, what each agent
owes, and the date it is owed. Four agents read one record
read-periods -> draft-options [closed-period-results]: each result of
the closed periods beside what that period committed to, with the
source under every line
map-market -> draft-options [market-map]: the segments, the size of
each one and where that count came from, and how buyers in each one
buy
read-rivals -> draft-options [rival-reading]: what each rival sells
and claims, with the material it was read from and the date it was
read, and every rival nobody could read marked as unread
hear-first-hand -> draft-options [first-hand-accounts]: what buyers
and sellers said, attributed to the person who said it, with the
sample the study drew and what its findings will and will not carry
draft-options -> size-options [options-to-cost]: the options in the
form they will be costed in
draft-options -> check-feasible [options-to-resource]: the same
options, with what each one would ask the department to run
draft-options -> check-standards [options-to-score]: the same options
again. Three branches read one record
size-options -> choose-strategy [option-numbers]: the cost and the
return of each option at each level of spend, with the assumptions
beside the numbers and every rate that could not be sourced marked
unsourced
check-feasible -> choose-strategy [option-demands]: what each option
would need in money and in agents, what is left in the budget, what
room the period has, and what each option would displace
check-standards -> choose-strategy [standards-verdicts]: a verdict on
every option, naming the standard and the version it was scored
against
choose-strategy -> write-strategy [the-choices]: the chosen set of
choices, why it won over the others, and everyone who disagreed and
on what
write-strategy -> name-measures [agreed-wording]: the choices in the
wording they were agreed in
name-measures -> get-sign-offs [strategy-with-measures]: the strategy
at a version, with the measure each choice will be reported against
get-sign-offs -> issue-version [signed-strategy]: the strategy at the
signed version. A later change voids the approval and the signers
see it again
issue-version -> hand-over [issued-version]: the strategy at its
number, and what changed from the version it replaces
hand-over -> set-review [what-changes]: what each receiving agent
said it would change, and the date it said it by
set-review -> record-learnings [review-conditions]: the review date
and the conditions that bring the choices back sooner
deviations:
size-options -> draft-options [no-option-reaches-objectives]: the
numbers on every option fall short of what the business asked for,
so the options are drafted again
check-feasible -> draft-options [no-option-fits-the-period]: the
department cannot run any option as drafted, so the options come
back cut to what it can carry
check-standards -> draft-options [standard-needs-changing]: an option
rests on a standard this run cannot settle, so it goes back marked
unsettled until the owning process issues a version
choose-strategy -> draft-options [room-cannot-agree]: the room does
not agree, and a person decides whether a narrower set of choices
is drafted or the run waits for more evidence
name-measures -> choose-strategy [choice-cannot-be-measured]: no
measure can produce a number for a choice, so the choice itself is
taken up again
get-sign-offs -> choose-strategy [sign-off-changes]: a signer comes
back with changes, and only the part they named reopens
any -> take-in-objectives [objectives-change]: the business changes
its objectives while the run is open, so what the run has to settle
is taken in again and a person says whether it is still the right
question
bindings:
roster: <who holds each role - agents claiming the abstract agents
above, and named people for leadership, the sales side,
finance and the expert>
systems: the strategy store (write), the decision record (write),
the evidence store (write), the model store (write),
the study record (write), the standards store (write),
the review schedule (write),
the notification channel (write), the report store (read),
analytics platforms (read), the CRM (read),
licensed market data (read), public web sources (read),
the book of work (read), the budget record (read)
data: the objectives the business set for the period, the closed
periods' reports, the positioning and the promise at their
versions, the customer profile at its version, <your market
definitions>, <your measure definitions> at a version
policy:
the choices are made by named people and are never delegated to an
agent
the people who sell what the strategy commits to sit in the room
where it is chosen, and a strategy chosen without them is not
recorded
every fact in the evidence carries the source it came from and the
date it was read
a rate the model cannot source is reported as unsourced, and no
estimate is put in its place
no option reaches the room without a cost, a return, the assumptions
those rest on, and a verdict against every standard in force
an option that needs the positioning changed goes to <your
positioning process> before it can be chosen
an option that names a segment nobody has profiled goes to <your
customer profile process> before it can be chosen
a disagreement is recorded with the strategy, naming who disagreed
and what they disagreed with
sign-off is a human gate and is never delegated to an agent
the run does not close until every agent that plans work has said
what it changes because of the strategy, and an agent that changes
nothing says why
an issued strategy is never edited in place. A change goes out as a
new version saying what moved and why, and the version it replaces
stays readable
measures:
cycle time: <target> from the objectives arriving to the issued
strategy
reach: every process that plans work told within <days> of the
version being issued
follow-through: <share> of the plans made since the strategy issued
that name the choice they rest on
quality gate: no strategy issues without its evidence, its
disagreement, and an answer from every agent that plans
work against it
```
Take it somewhere
Use this process in Microsoft Agent Framework
close
Paste this into an assistant that can read the web, such as Claude, ChatGPT or Cursor. It reads the specification and the current Agent Framework documentation, then writes two files: the workflow, and a note on what did not survive the translation. Read the note first. What a runtime cannot express is the part worth arguing about, and this process is a draft to argue with.
copy the prompt
424 lines · the document is inside it, so nothing else is needed
Convert the business process below into a runnable Microsoft Agent Framework workflow:
one Python file with Executor classes, a WorkflowBuilder, typed edges,
request_info gates and durable checkpoint storage.
The document is a reference process written to the Agent Processes
specification. Read the specification before you start, because it defines
terms that look ordinary and are not:
https://agentcatalog.com/spec/agent-processes
Sections 6 (the phase graph), 6.5.1 (exception edges), 6.7.1 (deviations),
7 (automation) and 8 (handoffs) are the ones this conversion turns on.
Then read the current documentation for the primitives you will need, rather
than relying on what you remember of the API:
https://learn.microsoft.com/en-us/agent-framework/workflows/human-in-the-loop
ctx.request_info, @response_handler, and answering a parked run later
https://learn.microsoft.com/en-us/agent-framework/workflows/checkpoints
what a checkpoint holds, and allowed_checkpoint_types
https://learn.microsoft.com/en-us/agent-framework/concepts/workflows/edges
add_edge with condition, add_fan_in_edges, add_switch_case_edge_group
https://learn.microsoft.com/en-us/agent-framework/concepts/workflows/state
ctx.set_state and ctx.get_state as they actually are today
WHAT THE DOCUMENT ASKS FOR
These hold wherever the process lands, and they matter more than style.
1. Each phase under `phases:` becomes one step, and keeps its name.
2. `after:` gives the edges. `after: a + b` is a join and waits for BOTH.
Reading it as "either" is the defect the specification calls out by name.
3. Every handoff carries a key in square brackets. Each key becomes one field
on the run's state, named exactly as the key with hyphens turned into
underscores, and the sentence beside it becomes that field's comment. The key
is the stable name; the sentence is prose that may be rewritten.
4. A phase MUST NOT begin before its inbound handoff exists. Where that is
checkable, check it in the step rather than assuming it.
5. `automation: never` is a gate a person signs. The run stops there and does
not continue until a person's decision comes back. Do not turn one into a
notification, a log line, or an automatic transition, whatever the queue
looks like.
6. Each line under `deviations:` is a backward or sideways edge, returning to
the phase named on the right. The key in brackets names it, and that name
belongs in the code.
7. A phase whose `after:` reads like "X or Y, whichever could not finish" is an
exception edge: it is entered when those phases FAIL, not when they succeed.
Do not wire it as an ordinary successor.
8. Anything in angle brackets is a blank the adopting organization fills in.
Leave each one as a named constant at the top of the file with a TODO. Do not
invent a value, a threshold or a date.
9. Record the document's `from:` line at the top of the file, so it says which
reference process and which version it was generated from.
10. Run-scoped lines under `run-scoped:` are work that runs alongside the whole
process rather than at one point in it, and a run may not close while one is
unfinished. Say in the code what you did about them, including if the answer
is that the runtime has nowhere to put them.
HOW THAT LOOKS IN MICROSOFT AGENT FRAMEWORK
11. Write for Python, and read those pages before writing a line. This API has
moved: `set_shared_state`, `RequestInfoExecutor`, `RequestInfoMessage` and
`send_responses_streaming` are all in the training data and none of them exist
any more. The .NET workflow API differs in kind rather than in spelling, so a
file written for one does not port by renaming.
12. A phase is a class deriving from `Executor` whose `super().__init__(id=...)`
takes the phase name verbatim. The id is not cosmetic: a checkpoint stores a
signature over the topology and the executor ids, so an id built from a run, a
timestamp or a counter cannot be resumed into.
13. Give each phase a `@handler` method and move work on with
`await ctx.send_message(...)`. A handler that returns without sending is a dead
end: the branch stops, the run converges, and it reports success. So a phase
you are deliberately leaving unimplemented must still send a placeholder
onward. Do not stub with `raise NotImplementedError`, which fails the run
instead of leaving it runnable.
14. `after: a` is `builder.add_edge(a, b)`. `after: a + b` is
`builder.add_fan_in_edges([a, b], target)`, and the target's handler must be
annotated `list[T]`, because a fan-in delivers one aggregated list rather than
the separate messages. A handler typed for the single value is dropped as a
mismatch with nothing raised.
15. The join is the trap here, and it is the opposite of LangGraph's. The
barrier re-arms: it clears its buffer when it fires and then demands a fresh
message from every source. So a deviation that re-enters ONE arm parks the
run forever waiting for an arm that will not run again, and the workflow ends
IDLE reporting success. Wherever a deviation re-enters one arm of a join,
replace the barrier with an ordinary edge from each arm into a small executor
that records each arrival with `ctx.set_state` and only forwards when every
expected key is present, and say in a comment that putting `add_fan_in_edges`
back reintroduces the stall.
16. A phase that is both a join target and a deviation target needs two
handlers, one annotated `list[T]` for the barrier and one annotated `T` for the
backward message. Write only the list handler and every backward edge into it
is discarded as a type mismatch, silently.
17. `automation: never` is `await ctx.request_info(request_data=...,
response_type=...)` inside the phase, answered by a `@response_handler` on the
same executor whose annotations match those exact types. The run parks at
`IDLE_WITH_PENDING_REQUESTS` and the host answers with
`workflow.run(stream=True, responses={request_id: value})`. If no handler
matches the pair, the framework logs a warning and parks anyway, so the gate
reads as working right up until somebody asks why the approval did not take.
18. A gate is only a gate if the wait survives a restart, so pass
`checkpoint_storage=FileCheckpointStorage(...)` to the builder. Checkpointing
is off by default and `InMemoryCheckpointStorage` reads as configured while
persisting nothing. Register every handoff payload type in
`allowed_checkpoint_types`, or the first restore raises. Anything an executor
keeps as an instance attribute is absent after a restore unless you export it
from `on_checkpoint_save` and read it back in `on_checkpoint_restore`, and it
comes back empty rather than missing.
19. Each line under `deviations:` is `builder.add_edge(source, earlier,
condition=fn)` with `fn` named after the key. Cycles are legal and unchecked,
but raise `max_iterations` well above its default of 100, because several live
cycles will exhaust a budget sized for a straight line and fail with a message
about convergence that reads like a broken graph. Keep the ordinary forward
edge unconditional and add each deviation beside it: a condition that returns
false is dropped with no event, so a forward path expressed as a condition
dies silently on every normal run, which is most of them.
20. Handoff values go in `ctx.set_state(key, value)` and come back from
`ctx.get_state(key)`, untyped and unchecked. A write is visible to its writer
at once and to everyone else only in the next superstep, and two writers of one
key in a superstep keep the last write. Never read a key in the same superstep
another phase wrote it.
21. There are no timers, no deadlines and no scheduled wakes. Nothing in
`run-scoped:` becomes an executor and `by:` has no expression at all, so write
them as comments naming where they start and stop, and say plainly in the
fidelity note that a run can close over an unfinished run-scoped line. Do not
fake a deadline with a sleep inside a handler, which blocks the whole superstep
barrier, and never let an expiring wait release a gate.
Produce a second file alongside it, `FIDELITY.md`, and treat it as the more
important of the two. The code is for whoever builds this. The fidelity note
is for whoever has to decide whether this platform suits the process at all,
and that is usually a different person who will never read the code.
It has three parts.
**What came across.** Briefly: how many phases became steps, how many handoff
keys became state fields, which gates stop the run, which deviations became
edges. Counts and names, not reassurance.
**What did not, and what was done instead.** One entry per gap. For each one,
say what the document requires, what the platform can actually express, what
you did in its place, and what breaks if somebody later removes your
workaround. This last part matters most: a workaround nobody understands is a
workaround somebody deletes.
**What a person still has to decide.** The blanks are not a translation
failure, they are the point of a reference process, so list what has to be
filled in before this could run against anything real, and say which of those
choices the platform constrains.
Write it in plain English for somebody who has not read the specification, and
do not soften it. A translation of a reference process is a draft to argue
with, not a build artifact, and the honest account of what was lost is the most
useful thing you will produce.
Here is the process document.
```
PROCESS: develop marketing strategy id: <team>/marketing-strategy v1
from: ref/mkt/develop-marketing-strategy v1
owner: <who> effective: <date>
trigger: the business issues its objectives for the period, or the
review date on the recorded strategy arrives
watch: record=<the objectives for the period>
system=<where the business issues them>
change=<the objectives for the period are issued>
or watch: record=<the recorded strategy>
system=<your review schedule>
change=<the review date on the strategy arrives>
concurrency: one run at a time, because two agreed strategies for one
business leave nobody with one. A change inside the
period goes in as a new version of the same strategy
goal: agreed choices about which markets and segments the organization
competes in and what it wins on, recorded with the reasons
behind them and the disagreement with them, signed, issued at a
version, and in use by every process that plans work
phases:
take-in-objectives - convenes briefing: the objectives as the
business stated them, what this run has to
settle, who decides it, what evidence each agent
owes, and the date the answer is due
owner: decision-coordinator
after: trigger
automation: never
read-periods - runs collect-and-report: what the closed
periods delivered, each result set beside what
that period committed to
owner: reporting-manager
after: take-in-objectives
by: <weeks> automation: <level>
map-market - human: the segments the organization could
compete in, how large each one is, how buyers
in it buy, and where the count came from
owner: researcher
after: take-in-objectives
by: <weeks> automation: <level>
read-rivals - runs collect-and-report: what each rival sells,
who it sells to, what it charges where the
price is public, and what it claims
owner: researcher
after: take-in-objectives
by: <weeks> automation: <level>
hear-first-hand - runs build-by-talent: a study of what buyers
weigh when they choose, and what the people
working the deals saw in the deals they won and
lost
owner: study-manager
after: take-in-objectives
by: <weeks> automation: <level>
draft-options - runs build-by-talent: two or three ways the
organization could compete, each written out
with the evidence behind it
owner: decision-coordinator
after: read-periods + map-market + read-rivals
+ hear-first-hand
by: <weeks> automation: <level>
size-options - human: what each option would cost and return
at each level of spend, with the assumptions
written beside every number
owner: forecaster after: draft-options
by: <weeks> automation: <level>
check-feasible - system: what each option would need in money
and in agents, set against what is left in the
budget and what room the period has
owner: capacity-manager
after: draft-options
by: <days> automation: <level>
check-standards - runs assessment: each option scored against the
positioning, the promise and the customer
profile at the versions in force
owner: standards-keeper
after: draft-options
by: <days> automation: <level>
choose-strategy - convenes bake-off: two or three options, one
set of choices made, with the reasons said out
loud and the disagreement said out loud
owner: decision-coordinator
after: size-options + check-feasible +
check-standards
by: <days> automation: never
write-strategy - human: the markets and segments chosen, what
the organization will win on in each, what was
turned down and why, who agreed, and who
disagreed and on what
owner: decision-coordinator
after: choose-strategy
automation: <level>
name-measures - human: the measure each choice will be reported
against, defined so the period report can
produce it without argument
owner: reporting-manager
after: write-strategy
automation: <level>
get-sign-offs - convenes approval: <who> and finance sign, as
named signers, against a version of the
strategy
owner: <your finance role>
after: name-measures
by: <days> automation: never
issue-version - human: the signed strategy issued as a numbered
version, with the version it replaces left
readable
owner: standards-keeper
after: get-sign-offs
automation: <level>
hand-over - runs decide-and-announce: every agent that plans
work hears the strategy at once and says what
it changes because of it
owner: decision-coordinator
after: issue-version
by: <days> automation: <level>
set-review - human: the date the choices come back up, and
the conditions that would bring them back
sooner
owner: decision-coordinator
after: hand-over automation: <level>
record-learnings - convenes debrief: what to repeat, what to avoid
owner: decision-coordinator
after: set-review automation: <level>
run-scoped:
outstanding - runs roll-call owner: decision-coordinator
every: <cadence>
from: take-in-objectives until: hand-over
handoffs:
take-in-objectives -> read-periods / map-market / read-rivals /
hear-first-hand [the-objectives]: the objectives, what each agent
owes, and the date it is owed. Four agents read one record
read-periods -> draft-options [closed-period-results]: each result of
the closed periods beside what that period committed to, with the
source under every line
map-market -> draft-options [market-map]: the segments, the size of
each one and where that count came from, and how buyers in each one
buy
read-rivals -> draft-options [rival-reading]: what each rival sells
and claims, with the material it was read from and the date it was
read, and every rival nobody could read marked as unread
hear-first-hand -> draft-options [first-hand-accounts]: what buyers
and sellers said, attributed to the person who said it, with the
sample the study drew and what its findings will and will not carry
draft-options -> size-options [options-to-cost]: the options in the
form they will be costed in
draft-options -> check-feasible [options-to-resource]: the same
options, with what each one would ask the department to run
draft-options -> check-standards [options-to-score]: the same options
again. Three branches read one record
size-options -> choose-strategy [option-numbers]: the cost and the
return of each option at each level of spend, with the assumptions
beside the numbers and every rate that could not be sourced marked
unsourced
check-feasible -> choose-strategy [option-demands]: what each option
would need in money and in agents, what is left in the budget, what
room the period has, and what each option would displace
check-standards -> choose-strategy [standards-verdicts]: a verdict on
every option, naming the standard and the version it was scored
against
choose-strategy -> write-strategy [the-choices]: the chosen set of
choices, why it won over the others, and everyone who disagreed and
on what
write-strategy -> name-measures [agreed-wording]: the choices in the
wording they were agreed in
name-measures -> get-sign-offs [strategy-with-measures]: the strategy
at a version, with the measure each choice will be reported against
get-sign-offs -> issue-version [signed-strategy]: the strategy at the
signed version. A later change voids the approval and the signers
see it again
issue-version -> hand-over [issued-version]: the strategy at its
number, and what changed from the version it replaces
hand-over -> set-review [what-changes]: what each receiving agent
said it would change, and the date it said it by
set-review -> record-learnings [review-conditions]: the review date
and the conditions that bring the choices back sooner
deviations:
size-options -> draft-options [no-option-reaches-objectives]: the
numbers on every option fall short of what the business asked for,
so the options are drafted again
check-feasible -> draft-options [no-option-fits-the-period]: the
department cannot run any option as drafted, so the options come
back cut to what it can carry
check-standards -> draft-options [standard-needs-changing]: an option
rests on a standard this run cannot settle, so it goes back marked
unsettled until the owning process issues a version
choose-strategy -> draft-options [room-cannot-agree]: the room does
not agree, and a person decides whether a narrower set of choices
is drafted or the run waits for more evidence
name-measures -> choose-strategy [choice-cannot-be-measured]: no
measure can produce a number for a choice, so the choice itself is
taken up again
get-sign-offs -> choose-strategy [sign-off-changes]: a signer comes
back with changes, and only the part they named reopens
any -> take-in-objectives [objectives-change]: the business changes
its objectives while the run is open, so what the run has to settle
is taken in again and a person says whether it is still the right
question
bindings:
roster: <who holds each role - agents claiming the abstract agents
above, and named people for leadership, the sales side,
finance and the expert>
systems: the strategy store (write), the decision record (write),
the evidence store (write), the model store (write),
the study record (write), the standards store (write),
the review schedule (write),
the notification channel (write), the report store (read),
analytics platforms (read), the CRM (read),
licensed market data (read), public web sources (read),
the book of work (read), the budget record (read)
data: the objectives the business set for the period, the closed
periods' reports, the positioning and the promise at their
versions, the customer profile at its version, <your market
definitions>, <your measure definitions> at a version
policy:
the choices are made by named people and are never delegated to an
agent
the people who sell what the strategy commits to sit in the room
where it is chosen, and a strategy chosen without them is not
recorded
every fact in the evidence carries the source it came from and the
date it was read
a rate the model cannot source is reported as unsourced, and no
estimate is put in its place
no option reaches the room without a cost, a return, the assumptions
those rest on, and a verdict against every standard in force
an option that needs the positioning changed goes to <your
positioning process> before it can be chosen
an option that names a segment nobody has profiled goes to <your
customer profile process> before it can be chosen
a disagreement is recorded with the strategy, naming who disagreed
and what they disagreed with
sign-off is a human gate and is never delegated to an agent
the run does not close until every agent that plans work has said
what it changes because of the strategy, and an agent that changes
nothing says why
an issued strategy is never edited in place. A change goes out as a
new version saying what moved and why, and the version it replaces
stays readable
measures:
cycle time: <target> from the objectives arriving to the issued
strategy
reach: every process that plans work told within <days> of the
version being issued
follow-through: <share> of the plans made since the strategy issued
that name the choice they rest on
quality gate: no strategy issues without its evidence, its
disagreement, and an answer from every agent that plans
work against it
```
Take it somewhere
Use this process in CrewAI Flows
close
Paste this into an assistant that can read the web, such as Claude, ChatGPT or Cursor. It reads the specification and the current CrewAI documentation, then writes two files: the flow, and a note on what did not survive the translation. Read the note first. What a runtime cannot express is the part worth arguing about, and this process is a draft to argue with.
copy the prompt
429 lines · the document is inside it, so nothing else is needed
Convert the business process below into a runnable CrewAI Flow:
one Python file with a Pydantic state model, one Flow subclass, @start,
@listen, @router and a durable human feedback provider.
The document is a reference process written to the Agent Processes
specification. Read the specification before you start, because it defines
terms that look ordinary and are not:
https://agentcatalog.com/spec/agent-processes
Sections 6 (the phase graph), 6.5.1 (exception edges), 6.7.1 (deviations),
7 (automation) and 8 (handoffs) are the ones this conversion turns on.
Then read the current documentation for the primitives you will need, rather
than relying on what you remember of the API:
https://docs.crewai.com/en/concepts/flows
Flow, @start, @listen, @router, and_, or_, state, kickoff, plot
https://docs.crewai.com/en/learn/human-feedback-in-flows
@human_feedback, the provider protocol, from_pending and resume
https://docs.crewai.com/en/guides/flows/mastering-flow-state
@persist and what persistence actually promises, which is less than it sounds
WHAT THE DOCUMENT ASKS FOR
These hold wherever the process lands, and they matter more than style.
1. Each phase under `phases:` becomes one step, and keeps its name.
2. `after:` gives the edges. `after: a + b` is a join and waits for BOTH.
Reading it as "either" is the defect the specification calls out by name.
3. Every handoff carries a key in square brackets. Each key becomes one field
on the run's state, named exactly as the key with hyphens turned into
underscores, and the sentence beside it becomes that field's comment. The key
is the stable name; the sentence is prose that may be rewritten.
4. A phase MUST NOT begin before its inbound handoff exists. Where that is
checkable, check it in the step rather than assuming it.
5. `automation: never` is a gate a person signs. The run stops there and does
not continue until a person's decision comes back. Do not turn one into a
notification, a log line, or an automatic transition, whatever the queue
looks like.
6. Each line under `deviations:` is a backward or sideways edge, returning to
the phase named on the right. The key in brackets names it, and that name
belongs in the code.
7. A phase whose `after:` reads like "X or Y, whichever could not finish" is an
exception edge: it is entered when those phases FAIL, not when they succeed.
Do not wire it as an ordinary successor.
8. Anything in angle brackets is a blank the adopting organization fills in.
Leave each one as a named constant at the top of the file with a TODO. Do not
invent a value, a threshold or a date.
9. Record the document's `from:` line at the top of the file, so it says which
reference process and which version it was generated from.
10. Run-scoped lines under `run-scoped:` are work that runs alongside the whole
process rather than at one point in it, and a run may not close while one is
unfinished. Say in the code what you did about them, including if the answer
is that the runtime has nowhere to put them.
HOW THAT LOOKS IN CREWAI FLOWS
11. Build a Flow, not a Crew. A Crew is a team of roles with no graph, no join,
no persistence handle and no gate, and cannot express this document at all.
Each phase is one method on a single `Flow` subclass, keeping its name with
hyphens turned into underscores. A phase that genuinely needs role-based agents
builds its own Crew inside its own method body, and the Flow stays the graph.
12. Declare the state as a Pydantic model bound as the type parameter,
`class NegotiateTheAgreement(Flow[NegotiationState])`, and read and write
`self.state.field`. Never use the untyped dict form: the handoff keys are this
process's memory, and an untyped dict turns a misspelt key into a handoff that
is silently absent. Keep the auto-injected `id` field, which is what every
resume depends on.
13. `after: a` is `@listen(a)`. `after: a + b` is `@listen(and_(a, b))`. Never
write `or_` where the document writes `+`.
14. Check every inbound handoff at the top of the method and raise if one is
missing. `@listen` says when a method may run and says nothing about what is
in hand when it does.
15. The join is the trap, and it is proven rather than theoretical. `and_()`
empties its accumulator the moment it fires, so re-entering BOTH arms works
forever, and re-entering ONE arm after it has fired leaves it holding a single
trigger and waiting for the other for good. The cascade drains, CrewAI prints
that the flow completed, and `kickoff()` returns normally. So for any joining
phase that a deviation can send work back into, do not use `and_()` at all:
make the join a `@router` that both arms trigger, which reads the state fields
and emits its label only when every inbound handoff is present. A router is
re-evaluated against durable state every time and is never suppressed by the
once-fired set.
16. Do not write a phase as `@listen(or_(and_(a, b), "some_label"))`. There is
one accumulator per listener, shared across every branch of its condition and
wiped when any branch satisfies, so the label firing while the join is half
full erases the arm that had already arrived.
17. `automation: never` is `@human_feedback(message=..., provider=...)` stacked
under the method's `@listen`, with a provider whose `request_feedback` raises
`HumanFeedbackPending`. The run then persists, returns that object from
`kickoff()`, and a different process answers later with `from_pending(flow_id,
persistence)` and `resume(text)`. Do not take the default `ConsoleProvider`,
which calls `input()`: that gate exists only while somebody is watching a
terminal, and a run started by a scheduler either hangs or takes an empty
string.
18. Silence must not approve, and the platform's default is that it does. With
`emit=[...]` set, an empty resume collapses to `default_outcome`, or to the
first label when that is unset, with no model consulted and nobody named. Treat
an empty or unrecognised answer as a refusal in your own router. And write the
approver's name and the time onto the state yourself, because
`HumanFeedbackResult` carries the text, the outcome and a timestamp but has no
field for the person, which the specification requires.
19. Each line under `deviations:` is a `@router` named after the key, returning
a label named after the same key, with the target subscribing as
`@listen(or_(normal_trigger, "the_label"))`. Route rather than listen
directly, because a router is re-evaluated on every cycle while a top-level
`or_` listener is suppressed after it first fires.
20. An exception edge is a `try` and `except` around the failing phase's body,
recording the failure on the state and emitting an exception label from a
router. Wiring it as `@listen(or_(x, y))` fires when those phases SUCCEED, so
the clearing phase would run on every healthy run.
21. An unimplemented phase is a method with the document's own sentence as its
docstring and a bare `pass`, which is safe because listeners still fire on a
`None` return. An unimplemented `@router` is not safe: returning `None` emits
no label, every phase below it disappears from the run including the gates, and
the flow reports success. A stub router must return a hard-coded label with a
TODO beside it, or raise.
22. Turn persistence on with `@persist(SQLiteFlowPersistence(...))`, then treat
every phase that performs a real act as something that will run twice.
Persistence saves the state fields and nothing else, so a restart rehydrates
the data and runs the graph again from `@start`: a flow that had already sent a
written refusal sends a second one. Guard each acting phase with a state field
it checks and sets.
23. There are no timers, no deadlines and no cadences, and `run-scoped:` has no
counterpart at all. Put each `by:` value as a named constant, name the
run-scoped lines in the module docstring as unimplemented obligations, and say
in the fidelity note that no deadline in this document is enforced by anything.
These absences produce no diagnostic whatsoever, which is exactly why they have
to be written down.
Produce a second file alongside it, `FIDELITY.md`, and treat it as the more
important of the two. The code is for whoever builds this. The fidelity note
is for whoever has to decide whether this platform suits the process at all,
and that is usually a different person who will never read the code.
It has three parts.
**What came across.** Briefly: how many phases became steps, how many handoff
keys became state fields, which gates stop the run, which deviations became
edges. Counts and names, not reassurance.
**What did not, and what was done instead.** One entry per gap. For each one,
say what the document requires, what the platform can actually express, what
you did in its place, and what breaks if somebody later removes your
workaround. This last part matters most: a workaround nobody understands is a
workaround somebody deletes.
**What a person still has to decide.** The blanks are not a translation
failure, they are the point of a reference process, so list what has to be
filled in before this could run against anything real, and say which of those
choices the platform constrains.
Write it in plain English for somebody who has not read the specification, and
do not soften it. A translation of a reference process is a draft to argue
with, not a build artifact, and the honest account of what was lost is the most
useful thing you will produce.
Here is the process document.
```
PROCESS: develop marketing strategy id: <team>/marketing-strategy v1
from: ref/mkt/develop-marketing-strategy v1
owner: <who> effective: <date>
trigger: the business issues its objectives for the period, or the
review date on the recorded strategy arrives
watch: record=<the objectives for the period>
system=<where the business issues them>
change=<the objectives for the period are issued>
or watch: record=<the recorded strategy>
system=<your review schedule>
change=<the review date on the strategy arrives>
concurrency: one run at a time, because two agreed strategies for one
business leave nobody with one. A change inside the
period goes in as a new version of the same strategy
goal: agreed choices about which markets and segments the organization
competes in and what it wins on, recorded with the reasons
behind them and the disagreement with them, signed, issued at a
version, and in use by every process that plans work
phases:
take-in-objectives - convenes briefing: the objectives as the
business stated them, what this run has to
settle, who decides it, what evidence each agent
owes, and the date the answer is due
owner: decision-coordinator
after: trigger
automation: never
read-periods - runs collect-and-report: what the closed
periods delivered, each result set beside what
that period committed to
owner: reporting-manager
after: take-in-objectives
by: <weeks> automation: <level>
map-market - human: the segments the organization could
compete in, how large each one is, how buyers
in it buy, and where the count came from
owner: researcher
after: take-in-objectives
by: <weeks> automation: <level>
read-rivals - runs collect-and-report: what each rival sells,
who it sells to, what it charges where the
price is public, and what it claims
owner: researcher
after: take-in-objectives
by: <weeks> automation: <level>
hear-first-hand - runs build-by-talent: a study of what buyers
weigh when they choose, and what the people
working the deals saw in the deals they won and
lost
owner: study-manager
after: take-in-objectives
by: <weeks> automation: <level>
draft-options - runs build-by-talent: two or three ways the
organization could compete, each written out
with the evidence behind it
owner: decision-coordinator
after: read-periods + map-market + read-rivals
+ hear-first-hand
by: <weeks> automation: <level>
size-options - human: what each option would cost and return
at each level of spend, with the assumptions
written beside every number
owner: forecaster after: draft-options
by: <weeks> automation: <level>
check-feasible - system: what each option would need in money
and in agents, set against what is left in the
budget and what room the period has
owner: capacity-manager
after: draft-options
by: <days> automation: <level>
check-standards - runs assessment: each option scored against the
positioning, the promise and the customer
profile at the versions in force
owner: standards-keeper
after: draft-options
by: <days> automation: <level>
choose-strategy - convenes bake-off: two or three options, one
set of choices made, with the reasons said out
loud and the disagreement said out loud
owner: decision-coordinator
after: size-options + check-feasible +
check-standards
by: <days> automation: never
write-strategy - human: the markets and segments chosen, what
the organization will win on in each, what was
turned down and why, who agreed, and who
disagreed and on what
owner: decision-coordinator
after: choose-strategy
automation: <level>
name-measures - human: the measure each choice will be reported
against, defined so the period report can
produce it without argument
owner: reporting-manager
after: write-strategy
automation: <level>
get-sign-offs - convenes approval: <who> and finance sign, as
named signers, against a version of the
strategy
owner: <your finance role>
after: name-measures
by: <days> automation: never
issue-version - human: the signed strategy issued as a numbered
version, with the version it replaces left
readable
owner: standards-keeper
after: get-sign-offs
automation: <level>
hand-over - runs decide-and-announce: every agent that plans
work hears the strategy at once and says what
it changes because of it
owner: decision-coordinator
after: issue-version
by: <days> automation: <level>
set-review - human: the date the choices come back up, and
the conditions that would bring them back
sooner
owner: decision-coordinator
after: hand-over automation: <level>
record-learnings - convenes debrief: what to repeat, what to avoid
owner: decision-coordinator
after: set-review automation: <level>
run-scoped:
outstanding - runs roll-call owner: decision-coordinator
every: <cadence>
from: take-in-objectives until: hand-over
handoffs:
take-in-objectives -> read-periods / map-market / read-rivals /
hear-first-hand [the-objectives]: the objectives, what each agent
owes, and the date it is owed. Four agents read one record
read-periods -> draft-options [closed-period-results]: each result of
the closed periods beside what that period committed to, with the
source under every line
map-market -> draft-options [market-map]: the segments, the size of
each one and where that count came from, and how buyers in each one
buy
read-rivals -> draft-options [rival-reading]: what each rival sells
and claims, with the material it was read from and the date it was
read, and every rival nobody could read marked as unread
hear-first-hand -> draft-options [first-hand-accounts]: what buyers
and sellers said, attributed to the person who said it, with the
sample the study drew and what its findings will and will not carry
draft-options -> size-options [options-to-cost]: the options in the
form they will be costed in
draft-options -> check-feasible [options-to-resource]: the same
options, with what each one would ask the department to run
draft-options -> check-standards [options-to-score]: the same options
again. Three branches read one record
size-options -> choose-strategy [option-numbers]: the cost and the
return of each option at each level of spend, with the assumptions
beside the numbers and every rate that could not be sourced marked
unsourced
check-feasible -> choose-strategy [option-demands]: what each option
would need in money and in agents, what is left in the budget, what
room the period has, and what each option would displace
check-standards -> choose-strategy [standards-verdicts]: a verdict on
every option, naming the standard and the version it was scored
against
choose-strategy -> write-strategy [the-choices]: the chosen set of
choices, why it won over the others, and everyone who disagreed and
on what
write-strategy -> name-measures [agreed-wording]: the choices in the
wording they were agreed in
name-measures -> get-sign-offs [strategy-with-measures]: the strategy
at a version, with the measure each choice will be reported against
get-sign-offs -> issue-version [signed-strategy]: the strategy at the
signed version. A later change voids the approval and the signers
see it again
issue-version -> hand-over [issued-version]: the strategy at its
number, and what changed from the version it replaces
hand-over -> set-review [what-changes]: what each receiving agent
said it would change, and the date it said it by
set-review -> record-learnings [review-conditions]: the review date
and the conditions that bring the choices back sooner
deviations:
size-options -> draft-options [no-option-reaches-objectives]: the
numbers on every option fall short of what the business asked for,
so the options are drafted again
check-feasible -> draft-options [no-option-fits-the-period]: the
department cannot run any option as drafted, so the options come
back cut to what it can carry
check-standards -> draft-options [standard-needs-changing]: an option
rests on a standard this run cannot settle, so it goes back marked
unsettled until the owning process issues a version
choose-strategy -> draft-options [room-cannot-agree]: the room does
not agree, and a person decides whether a narrower set of choices
is drafted or the run waits for more evidence
name-measures -> choose-strategy [choice-cannot-be-measured]: no
measure can produce a number for a choice, so the choice itself is
taken up again
get-sign-offs -> choose-strategy [sign-off-changes]: a signer comes
back with changes, and only the part they named reopens
any -> take-in-objectives [objectives-change]: the business changes
its objectives while the run is open, so what the run has to settle
is taken in again and a person says whether it is still the right
question
bindings:
roster: <who holds each role - agents claiming the abstract agents
above, and named people for leadership, the sales side,
finance and the expert>
systems: the strategy store (write), the decision record (write),
the evidence store (write), the model store (write),
the study record (write), the standards store (write),
the review schedule (write),
the notification channel (write), the report store (read),
analytics platforms (read), the CRM (read),
licensed market data (read), public web sources (read),
the book of work (read), the budget record (read)
data: the objectives the business set for the period, the closed
periods' reports, the positioning and the promise at their
versions, the customer profile at its version, <your market
definitions>, <your measure definitions> at a version
policy:
the choices are made by named people and are never delegated to an
agent
the people who sell what the strategy commits to sit in the room
where it is chosen, and a strategy chosen without them is not
recorded
every fact in the evidence carries the source it came from and the
date it was read
a rate the model cannot source is reported as unsourced, and no
estimate is put in its place
no option reaches the room without a cost, a return, the assumptions
those rest on, and a verdict against every standard in force
an option that needs the positioning changed goes to <your
positioning process> before it can be chosen
an option that names a segment nobody has profiled goes to <your
customer profile process> before it can be chosen
a disagreement is recorded with the strategy, naming who disagreed
and what they disagreed with
sign-off is a human gate and is never delegated to an agent
the run does not close until every agent that plans work has said
what it changes because of the strategy, and an agent that changes
nothing says why
an issued strategy is never edited in place. A change goes out as a
new version saying what moved and why, and the version it replaces
stays readable
measures:
cycle time: <target> from the objectives arriving to the issued
strategy
reach: every process that plans work told within <days> of the
version being issued
follow-through: <share> of the plans made since the strategy issued
that name the choice they rest on
quality gate: no strategy issues without its evidence, its
disagreement, and an answer from every agent that plans
work against it
```
Take it somewhere
Use this process in Google ADK
close
Paste this into an assistant that can read the web, such as Claude, ChatGPT or Cursor. It reads the specification and the current ADK documentation, then writes two files: the workflow, and a note on what did not survive the translation. Read the note first. What a runtime cannot express is the part worth arguing about, and this process is a draft to argue with.
copy the prompt
420 lines · the document is inside it, so nothing else is needed
Convert the business process below into a runnable Google ADK workflow:
one Python file with a Workflow, nodes, routed edges, a JoinNode,
RequestInput gates and a persisting session service.
The document is a reference process written to the Agent Processes
specification. Read the specification before you start, because it defines
terms that look ordinary and are not:
https://agentcatalog.com/spec/agent-processes
Sections 6 (the phase graph), 6.5.1 (exception edges), 6.7.1 (deviations),
7 (automation) and 8 (handoffs) are the ones this conversion turns on.
Then read the current documentation for the primitives you will need, rather
than relying on what you remember of the API:
https://adk.dev/graphs/routes/
nodes, tuple chains, Event(route=), JoinNode, back-edges
https://adk.dev/graphs/human-input/
RequestInput and the rerun_on_resume handoff
https://adk.dev/runtime/resume/
ResumabilityConfig, resuming by invocation id, at-least-once tools
https://adk.dev/graphs/data-handling/
Event.output against state, and the selector syntax in instructions
WHAT THE DOCUMENT ASKS FOR
These hold wherever the process lands, and they matter more than style.
1. Each phase under `phases:` becomes one step, and keeps its name.
2. `after:` gives the edges. `after: a + b` is a join and waits for BOTH.
Reading it as "either" is the defect the specification calls out by name.
3. Every handoff carries a key in square brackets. Each key becomes one field
on the run's state, named exactly as the key with hyphens turned into
underscores, and the sentence beside it becomes that field's comment. The key
is the stable name; the sentence is prose that may be rewritten.
4. A phase MUST NOT begin before its inbound handoff exists. Where that is
checkable, check it in the step rather than assuming it.
5. `automation: never` is a gate a person signs. The run stops there and does
not continue until a person's decision comes back. Do not turn one into a
notification, a log line, or an automatic transition, whatever the queue
looks like.
6. Each line under `deviations:` is a backward or sideways edge, returning to
the phase named on the right. The key in brackets names it, and that name
belongs in the code.
7. A phase whose `after:` reads like "X or Y, whichever could not finish" is an
exception edge: it is entered when those phases FAIL, not when they succeed.
Do not wire it as an ordinary successor.
8. Anything in angle brackets is a blank the adopting organization fills in.
Leave each one as a named constant at the top of the file with a TODO. Do not
invent a value, a threshold or a date.
9. Record the document's `from:` line at the top of the file, so it says which
reference process and which version it was generated from.
10. Run-scoped lines under `run-scoped:` are work that runs alongside the whole
process rather than at one point in it, and a run may not close while one is
unfinished. Say in the code what you did about them, including if the answer
is that the runtime has nowhere to put them.
HOW THAT LOOKS IN GOOGLE ADK
11. Build a `Workflow` from `google.adk.workflow`, and pin `google-adk>=2.0` in
a comment. Do not use `SequentialAgent`, `ParallelAgent` or `LoopAgent`: they
are deprecated in favour of the graph, and they carry their own defects around
state and control flow. The documentation moved to adk.dev, and anything you
remember about nesting agents rather than drawing a graph is out of date.
12. Each phase is one node keeping its name. Take the node kind from how the
phase resolves rather than from taste: a `human:` or `system:` phase is a plain
Python function node, and a `runs` or `convenes` phase is an `Agent`.
13. `after:` gives the edges, written as tuple chains in `edges=[...]`, and the
trigger is the `"START"` keyword. Take the order only from `after:` lines and
never from the order the phases are listed in.
14. `after: a + b` is a `JoinNode`, and it must be guarded, because this is the
worst trap of any runtime here. The join fires when every static predecessor is
marked COMPLETED, nothing ever un-completes a node, and stored outputs are
never cleared. So after a deviation re-runs one arm, the join fires the instant
that arm finishes and hands the next phase LAST PASS'S value for every arm that
did not re-run. It does not stall, it proceeds with stale data, and nothing
logs. Stamp each arm's output with a pass counter or a content hash, and have
the phase after the join compare the stamps and refuse to run when they
disagree.
15. Each line under `deviations:` is a routed back-edge: a router after the
phase on the left returning `Event(route=...)`, named after the key in
brackets, with one arm going back to the phase on the right and one going
forward. An unconditional cycle raises at construction, which is the one place
this model checks your work. Nothing budgets a routed cycle, so add your own
count and stop rather than looping forever.
16. Give every router an explicit `DEFAULT_ROUTE` arm, and route it to a phase
that stops and asks a person. A route value matching no key writes a log
warning, ends that branch, and lets the run finish reporting success with the
rest of the process never having happened.
17. `automation: never` is a `RequestInput` node of its own, never an `Agent`
asking a question. Decorate it `@node(rerun_on_resume=False)` and yield
`RequestInput(message=..., payload=..., response_schema=...)`, so the run
stops, persists, and delivers the person's answer to the node's successor as
its typed input. A resumed workflow runs its tools at least once, so any
irreversible act needs its own duplicate guard.
18. Make the gates durable or say plainly that they are not. Wrap the graph in
`App(..., resumability_config=ResumabilityConfig(is_resumable=True))` and pass
a persisting session service, never the in-memory one. Note in the file that
the command line and the web UI cannot resume a run, so whoever releases these
gates needs an operator surface that somebody has to write.
19. Every `Agent` in the graph gets `mode="single_turn"` and no `sub_agents`.
A non-empty `sub_agents` list silently adds a transfer tool, and a model that
uses it runs a different agent in this node's place while the graph's outgoing
edge fires on schedule regardless: the topology is honoured perfectly and the
work belongs to somebody else.
20. Model failure as a route, not as an exception. A node that raises does not
propagate: the failure is caught, recorded, and shuts the workflow down without
raising to the caller. So a phase that can fail catches its own failure and
returns `Event(route="could-not-finish")`, and the exception phase hangs off
that arm.
21. Keep every blank as a named module-level constant and never interpolate one
into an `instruction=` string. Angle brackets and curly braces are ADK's own
data selector syntax inside instructions, so a blank pasted verbatim stops
being a blank and becomes a selector.
22. `by:` and `not-before:` have no expression, and `@node(timeout=)` is not
one: it is an in-process wall clock that cancels the node and, because failures
are swallowed, ends the run silently rather than recording a missed deadline.
Nothing in `run-scoped:` has an expression either, and it must not be faked as
an ordinary node, because a node has to be reached and has to finish before
anything downstream starts, which is the opposite of what those lines mean.
Leave both out of the graph and name them in the fidelity note.
Produce a second file alongside it, `FIDELITY.md`, and treat it as the more
important of the two. The code is for whoever builds this. The fidelity note
is for whoever has to decide whether this platform suits the process at all,
and that is usually a different person who will never read the code.
It has three parts.
**What came across.** Briefly: how many phases became steps, how many handoff
keys became state fields, which gates stop the run, which deviations became
edges. Counts and names, not reassurance.
**What did not, and what was done instead.** One entry per gap. For each one,
say what the document requires, what the platform can actually express, what
you did in its place, and what breaks if somebody later removes your
workaround. This last part matters most: a workaround nobody understands is a
workaround somebody deletes.
**What a person still has to decide.** The blanks are not a translation
failure, they are the point of a reference process, so list what has to be
filled in before this could run against anything real, and say which of those
choices the platform constrains.
Write it in plain English for somebody who has not read the specification, and
do not soften it. A translation of a reference process is a draft to argue
with, not a build artifact, and the honest account of what was lost is the most
useful thing you will produce.
Here is the process document.
```
PROCESS: develop marketing strategy id: <team>/marketing-strategy v1
from: ref/mkt/develop-marketing-strategy v1
owner: <who> effective: <date>
trigger: the business issues its objectives for the period, or the
review date on the recorded strategy arrives
watch: record=<the objectives for the period>
system=<where the business issues them>
change=<the objectives for the period are issued>
or watch: record=<the recorded strategy>
system=<your review schedule>
change=<the review date on the strategy arrives>
concurrency: one run at a time, because two agreed strategies for one
business leave nobody with one. A change inside the
period goes in as a new version of the same strategy
goal: agreed choices about which markets and segments the organization
competes in and what it wins on, recorded with the reasons
behind them and the disagreement with them, signed, issued at a
version, and in use by every process that plans work
phases:
take-in-objectives - convenes briefing: the objectives as the
business stated them, what this run has to
settle, who decides it, what evidence each agent
owes, and the date the answer is due
owner: decision-coordinator
after: trigger
automation: never
read-periods - runs collect-and-report: what the closed
periods delivered, each result set beside what
that period committed to
owner: reporting-manager
after: take-in-objectives
by: <weeks> automation: <level>
map-market - human: the segments the organization could
compete in, how large each one is, how buyers
in it buy, and where the count came from
owner: researcher
after: take-in-objectives
by: <weeks> automation: <level>
read-rivals - runs collect-and-report: what each rival sells,
who it sells to, what it charges where the
price is public, and what it claims
owner: researcher
after: take-in-objectives
by: <weeks> automation: <level>
hear-first-hand - runs build-by-talent: a study of what buyers
weigh when they choose, and what the people
working the deals saw in the deals they won and
lost
owner: study-manager
after: take-in-objectives
by: <weeks> automation: <level>
draft-options - runs build-by-talent: two or three ways the
organization could compete, each written out
with the evidence behind it
owner: decision-coordinator
after: read-periods + map-market + read-rivals
+ hear-first-hand
by: <weeks> automation: <level>
size-options - human: what each option would cost and return
at each level of spend, with the assumptions
written beside every number
owner: forecaster after: draft-options
by: <weeks> automation: <level>
check-feasible - system: what each option would need in money
and in agents, set against what is left in the
budget and what room the period has
owner: capacity-manager
after: draft-options
by: <days> automation: <level>
check-standards - runs assessment: each option scored against the
positioning, the promise and the customer
profile at the versions in force
owner: standards-keeper
after: draft-options
by: <days> automation: <level>
choose-strategy - convenes bake-off: two or three options, one
set of choices made, with the reasons said out
loud and the disagreement said out loud
owner: decision-coordinator
after: size-options + check-feasible +
check-standards
by: <days> automation: never
write-strategy - human: the markets and segments chosen, what
the organization will win on in each, what was
turned down and why, who agreed, and who
disagreed and on what
owner: decision-coordinator
after: choose-strategy
automation: <level>
name-measures - human: the measure each choice will be reported
against, defined so the period report can
produce it without argument
owner: reporting-manager
after: write-strategy
automation: <level>
get-sign-offs - convenes approval: <who> and finance sign, as
named signers, against a version of the
strategy
owner: <your finance role>
after: name-measures
by: <days> automation: never
issue-version - human: the signed strategy issued as a numbered
version, with the version it replaces left
readable
owner: standards-keeper
after: get-sign-offs
automation: <level>
hand-over - runs decide-and-announce: every agent that plans
work hears the strategy at once and says what
it changes because of it
owner: decision-coordinator
after: issue-version
by: <days> automation: <level>
set-review - human: the date the choices come back up, and
the conditions that would bring them back
sooner
owner: decision-coordinator
after: hand-over automation: <level>
record-learnings - convenes debrief: what to repeat, what to avoid
owner: decision-coordinator
after: set-review automation: <level>
run-scoped:
outstanding - runs roll-call owner: decision-coordinator
every: <cadence>
from: take-in-objectives until: hand-over
handoffs:
take-in-objectives -> read-periods / map-market / read-rivals /
hear-first-hand [the-objectives]: the objectives, what each agent
owes, and the date it is owed. Four agents read one record
read-periods -> draft-options [closed-period-results]: each result of
the closed periods beside what that period committed to, with the
source under every line
map-market -> draft-options [market-map]: the segments, the size of
each one and where that count came from, and how buyers in each one
buy
read-rivals -> draft-options [rival-reading]: what each rival sells
and claims, with the material it was read from and the date it was
read, and every rival nobody could read marked as unread
hear-first-hand -> draft-options [first-hand-accounts]: what buyers
and sellers said, attributed to the person who said it, with the
sample the study drew and what its findings will and will not carry
draft-options -> size-options [options-to-cost]: the options in the
form they will be costed in
draft-options -> check-feasible [options-to-resource]: the same
options, with what each one would ask the department to run
draft-options -> check-standards [options-to-score]: the same options
again. Three branches read one record
size-options -> choose-strategy [option-numbers]: the cost and the
return of each option at each level of spend, with the assumptions
beside the numbers and every rate that could not be sourced marked
unsourced
check-feasible -> choose-strategy [option-demands]: what each option
would need in money and in agents, what is left in the budget, what
room the period has, and what each option would displace
check-standards -> choose-strategy [standards-verdicts]: a verdict on
every option, naming the standard and the version it was scored
against
choose-strategy -> write-strategy [the-choices]: the chosen set of
choices, why it won over the others, and everyone who disagreed and
on what
write-strategy -> name-measures [agreed-wording]: the choices in the
wording they were agreed in
name-measures -> get-sign-offs [strategy-with-measures]: the strategy
at a version, with the measure each choice will be reported against
get-sign-offs -> issue-version [signed-strategy]: the strategy at the
signed version. A later change voids the approval and the signers
see it again
issue-version -> hand-over [issued-version]: the strategy at its
number, and what changed from the version it replaces
hand-over -> set-review [what-changes]: what each receiving agent
said it would change, and the date it said it by
set-review -> record-learnings [review-conditions]: the review date
and the conditions that bring the choices back sooner
deviations:
size-options -> draft-options [no-option-reaches-objectives]: the
numbers on every option fall short of what the business asked for,
so the options are drafted again
check-feasible -> draft-options [no-option-fits-the-period]: the
department cannot run any option as drafted, so the options come
back cut to what it can carry
check-standards -> draft-options [standard-needs-changing]: an option
rests on a standard this run cannot settle, so it goes back marked
unsettled until the owning process issues a version
choose-strategy -> draft-options [room-cannot-agree]: the room does
not agree, and a person decides whether a narrower set of choices
is drafted or the run waits for more evidence
name-measures -> choose-strategy [choice-cannot-be-measured]: no
measure can produce a number for a choice, so the choice itself is
taken up again
get-sign-offs -> choose-strategy [sign-off-changes]: a signer comes
back with changes, and only the part they named reopens
any -> take-in-objectives [objectives-change]: the business changes
its objectives while the run is open, so what the run has to settle
is taken in again and a person says whether it is still the right
question
bindings:
roster: <who holds each role - agents claiming the abstract agents
above, and named people for leadership, the sales side,
finance and the expert>
systems: the strategy store (write), the decision record (write),
the evidence store (write), the model store (write),
the study record (write), the standards store (write),
the review schedule (write),
the notification channel (write), the report store (read),
analytics platforms (read), the CRM (read),
licensed market data (read), public web sources (read),
the book of work (read), the budget record (read)
data: the objectives the business set for the period, the closed
periods' reports, the positioning and the promise at their
versions, the customer profile at its version, <your market
definitions>, <your measure definitions> at a version
policy:
the choices are made by named people and are never delegated to an
agent
the people who sell what the strategy commits to sit in the room
where it is chosen, and a strategy chosen without them is not
recorded
every fact in the evidence carries the source it came from and the
date it was read
a rate the model cannot source is reported as unsourced, and no
estimate is put in its place
no option reaches the room without a cost, a return, the assumptions
those rest on, and a verdict against every standard in force
an option that needs the positioning changed goes to <your
positioning process> before it can be chosen
an option that names a segment nobody has profiled goes to <your
customer profile process> before it can be chosen
a disagreement is recorded with the strategy, naming who disagreed
and what they disagreed with
sign-off is a human gate and is never delegated to an agent
the run does not close until every agent that plans work has said
what it changes because of the strategy, and an agent that changes
nothing says why
an issued strategy is never edited in place. A change goes out as a
new version saying what moved and why, and the version it replaces
stays readable
measures:
cycle time: <target> from the objectives arriving to the issued
strategy
reach: every process that plans work told within <days> of the
version being issued
follow-through: <share> of the plans made since the strategy issued
that name the choice they rest on
quality gate: no strategy issues without its evidence, its
disagreement, and an answer from every agent that plans
work against it
```
One run
A simulation of one run
The activities are on the left, whoever is doing the active one is on the right, and the record of the run builds up as it goes.
This run is built from the same rows as the diagram above: the left column is the activity list, the captions are the activity lines, the cast is the roster, and the labels on the wires are what the handoffs say actually passes.
Adoption
What you fill in
41 blanks to fill. Everything else is the process.
this process
from: ref/mkt/develop-marketing-strategy v1
Copy this line into your own document. It never claims this process is running anywhere; it records which draft yours started from, and it is what lets the catalog tell you when this one changes.
The header. Your own id, an owner, and the date it takes effect. One line records where it came from, and that line is what lets the catalog tell you when this reference process changes.
The roster. Which agent takes each activity, and which person takes each of the human ones. The process already names what it needs, so this is a lookup rather than a design exercise.
The numbers. Dates, budgets, cadences, and the targets in the measures block. Nothing here can be a reference value, because a target nobody chose is a target nobody meets.