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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 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 Strategythe business sets its objectives for the period → the strategy is agreed, issued and in use
no option reaches the objectivesno option fits the periodan option needs a standard changedthe room cannot agreea choice cannot be measuredchanges requestedthe business sets its objectives for the period1Take in the Objectivesthe objectives, and what thisrun has to settlea person signs · never an agent2Read the Closed Periodslast period's results setagainst what was committed3Map the Market and Its Se…the segments, their size, andhow buyers buy in each4Read What the Rivals Are …what each rival sells, to whom,and on what claims5Hear from Buyers and the …what buyers weigh, and whatsellers see in the deals6Draft the Strategic Optio…two or three ways theorganization could compete7Put Numbers on Each Optionthe cost, the return, and theassumptions under them8Check What Each Option Wo…what each option would need inmoney and in people9Check the Options against…each option read against thepositioning and the profile10Choose Where to Play and …leadership picks one set ofchoices and says whya person signs · never an agent11Write down the Agreed Str…the choices, the reasons, andwho disagreed12Name What the Strategy Wi…the measures the strategy willbe reported against13Get Sign-Offsleadership and finance sign thestrategya person signs · never an agent14Issue the Strategy at a V…the strategy numbered, and itsreaders told15Hand the Strategy to the …each receiving agent says whatit changes16Set the Review Conditionsthe review date, and what wouldreopen the choices17Record What Was Learnedwhat to repeat, what to avoidthe 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.

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 LangGraph

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.

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

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.

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

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.

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

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.

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.