Catalog / Business processes / Marketing / Activity-to-Insight / Conduct Win/Loss Analysis
reference process · marketing · 21 activities · 16 on the roster
Conduct Win/Loss Analysis
A study manager takes the deals that closed over a period, draws a sample of the ones the organization won and a sample of the ones it lost, and interviews the buyers in both groups about how they decided. Every closed deal already carries a reason in the organization's own record, and that reason was written by somebody who works there. This process asks the buyer. The run gets the samples and the questions signed before anybody is approached, holds the interviews, sorts what was said into themes, sets those themes against what the record says, and delivers the themes with what each one asks somebody to change. The buyers who did not buy are the harder half to reach, and that is the half most organizations end up skipping, so the report says how many of each half answered.
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The document
One run
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What happens in a run
21 activities from a period of deals closes to the themes and the recommendations are delivered, one of them a gate a person has to sign. Drag the diagram to move along it.
Conduct Win/Loss Analysis a period of deals closes → the themes and the recommendations are delivered
too few may be approached changes requested changes requested one half is filling short a half fell short of its count a deal has to be read again a figure does not follow a period of deals closes 1 Take in the Period which closed deals the run covers, and by when 2 Pull the Closed Deals every deal that closed, and the reason the record gives 3 Brief the Study every agent hears the period and the question at once 4 Say How Many Interviews I… how many each half needs, before any are held 5 Draw Both Samples who bought and who did not, drawn to match each other 6 Check Who May Be Approach… consent applied, and each account's standing checked 7 Arrange the Outside Inter… buyers say more to somebody outside the deal 8 Cover What It Costs the interviewer and the incentives, against what is… 9 Write the Interview Guide the questions both halves are asked, at a version 10 Get Sign-Offs legal and the owner sign before anybody is approached a person signs · never an agent 11 Invite the Buyers the same ask goes to both halves 12 Hold the Interviews what each buyer said, taken down as they said it 13 Watch Both Halves Fill how many of each half have answered so far 14 Close the Interviews asking stops and the responses are fixed 15 Sort What Was Said into T… every remark filed under a theme, at a version 16 Work out the Figures how often each theme appears, with its range 17 Set the Themes against th… where the buyers and the record disagree 18 Write the Findings each theme with what it asks somebody to change 19 Check the Findings Hold every figure read against its data and its method 20 Deliver the Themes and Re… the themes go to the people who decide and act 21 Record What Was Learned what to repeat, what to avoid the themes and the recommendations are delivered
The roster this process needs
Hover a name to see the activities it holds. A dashed one is a person, and stays one.
The document
The document, with the blanks marked
Everything in amber is yours to fill in: who owns it, when it takes effect, which platforms, which numbers, and who holds each activity. Everything else is the process, and it is the same wherever it is run.
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PROCESS: win/loss analysis id: <team> /win-loss-analysis v1
from: ref/mkt/win-loss-analysis v1
owner: <who> effective: <date>
trigger: a period closes in <your revenue reporting> , or a run of
losses in one segment is raised
watch: record=<closed deals> system=<your revenue reporting>
change=<a period of deals closes>
or watch: record=<lost deals in one segment>
system=<your revenue reporting>
change=<a run of losses in one segment is raised>
concurrency: one run at a time over the same period of deals. Runs for
different periods or different segments overlap - <how
many> at once
goal: the themes behind the period's wins and losses, each carrying
the interviews it rests on, delivered with what each theme asks
somebody to change
phases:
take-in-period - human: read which deals the run covers, what
the run has to settle, and by when
owner: study-manager after: trigger
automation: <level>
pull-the-deals - runs collect-and-report: every deal that closed
in the period, its value, its segment, its
stage at close and the reason recorded on it
owner: analytics after: take-in-period
by: <days> automation: <level>
brief-the-study - convenes briefing: the period, the question and
the due date, heard by every agent at once
owner: study-manager after: pull-the-deals
automation: <level>
size-interviews - human: how many interviews each half needs, and
what those numbers were computed from
owner: statistician after: brief-the-study
by: <days> automation: <level>
draw-samples - human: the won deals and the lost deals sampled
separately, drawn to match each other on the
traits that would otherwise explain the result
owner: study-manager after: size-interviews
by: <days> automation: <level>
check-the-sample - runs assessment: every drawn buyer scored
against the consent rules in force, and every
account read for whether it may be approached
owner: consent-manager after: draw-samples
automation: <level>
outside-interviewer - runs assessment: the requirements written down
first, then every candidate scored against them
owner: supplier-manager after: draw-samples
by: <days> automation: <level>
cover-the-cost - runs allocate-and-reconcile: the interviewer
and the incentives, drawn against <which
allocation>
owner: budget-keeper
after: outside-interviewer
automation: <level>
write-the-guide - human: the questions both halves are asked, in
the order they are put, at a version
owner: study-manager after: brief-the-study
by: <days> automation: <level>
get-sign-offs - convenes approval: legal and the named owner
sign, as named signers, against a version of
the samples and a version of the guide
owner: <your legal role>
after: check-the-sample + cover-the-cost +
write-the-guide
by: <days> automation: never
invite-the-buyers - human: the same ask goes to both halves, saying
what the interview is for and what happens to
what the buyer says
owner: audience-operator after: get-sign-offs
by: <days> automation: <level>
hold-interviews - human: the interview runs to the guide, and
what the buyer said is taken down as they said
it
owner: study-manager
after: invite-the-buyers
by: <days> automation: <level>
watch-both-halves - runs roll-call: how many of each half have
answered, and what each half is waiting on
owner: study-manager after: hold-interviews
every: <cadence> automation: <level>
close-interviews - human: asking stops on the date or on the
count, and the interviews are fixed at a
version
owner: study-manager
after: watch-both-halves
automation: <level>
sort-into-themes - human: every remark filed under a theme, with
the theme list held at a version
owner: study-manager
after: close-interviews
by: <days> automation: <level>
work-out-figures - human: how often each theme appears in each
half, each figure with its method, its
exclusions and the range around it
owner: statistician
after: sort-into-themes
by: <days> automation: <level>
set-against-record - human: each theme set beside the reason the
record gives, deal by deal, with every place
the two disagree written down
owner: study-manager
after: work-out-figures
by: <days> automation: <level>
write-findings - human: each theme with the interviews recorded
under it, and what the theme asks somebody to
change
owner: study-manager
after: set-against-record
by: <days> automation: <level>
check-findings - runs layered-passes: the numbers pass, every
figure against the data and the method beside
it
owner: statistician after: write-findings
by: <days> automation: <level>
deliver-themes - convenes decide-and-announce: the themes and
what each one asks for, heard at the same time
by everybody who has to act on them
owner: decision-coordinator
after: check-findings
automation: <level>
record-learnings - convenes debrief: what to repeat, what to avoid
owner: study-manager after: deliver-themes
automation: <level>
run-scoped:
spend - runs allocate-and-reconcile owner: budget-keeper
from: cover-the-cost until: run close
status - runs roll-call owner: study-manager
every: <cadence>
from: brief-the-study until: deliver-themes
handoffs:
take-in-period -> pull-the-deals [period-in-scope]: which deals the
run covers, said as a period and a segment somebody can select on
pull-the-deals -> brief-the-study [closed-deals]: every closed deal
in the period with its value, its segment, its stage at close and
the reason recorded on it, and every deal whose reason was left
empty
brief-the-study -> size-interviews [study-question]: the question,
the size of the difference that would matter, and the confidence
the study is being run to
brief-the-study -> write-the-guide [question-for-the-guide]: the
question as every agent heard it, and the guide the last run of
this study used
size-interviews -> draw-samples [counts-each-half-needs]: how many
interviews each half needs and what those numbers were computed
from
draw-samples -> check-the-sample [both-samples]: both samples, buyer
by buyer, with the deal each buyer came from
draw-samples -> outside-interviewer [interviewer-requirements]: what
the interviews need somebody outside the organization to do,
written as requirements before any candidate is looked at
check-the-sample -> get-sign-offs [approachable-buyers]: the buyers
who may be approached, the count removed from each half, and the
rule behind each removal
outside-interviewer -> cover-the-cost [candidate-quotes]: what each
candidate would charge and what it would do
cover-the-cost -> get-sign-offs [what-the-run-draws]: what the run
will draw, and the allocation it draws against
write-the-guide -> get-sign-offs [interview-guide]: the guide at a
version, in the order the questions are put
get-sign-offs -> invite-the-buyers [signed-samples-and-guide]: the
approved samples and the approved guide at their signed versions. A
later change voids the approval and sign-offs run again
invite-the-buyers -> hold-interviews [who-accepted]: who accepted,
from which half, and what each of them was told the interview is
for
hold-interviews -> watch-both-halves [what-was-said]: what each buyer
said, as they said it, marked with the version of the guide it
answered
watch-both-halves -> close-interviews [counts-so-far]: the count held
in each half set against the count that half planned for, said on
the day asking stops
close-interviews -> sort-into-themes [fixed-interviews]: the
interviews fixed at a version, with every one that was left out and
the rule that left it out
sort-into-themes -> work-out-figures [theme-list]: the theme list at
a version, and every remark under the theme it was filed under
work-out-figures -> set-against-record [theme-figures]: how often
each theme appears in each half, with the method, the exclusions
and the range
set-against-record -> write-findings [themes-beside-the-record]: each
theme beside the reason the record gives, and every deal where the
two disagree
write-findings -> check-findings [draft-findings]: the findings at a
version, each theme carrying the interviews it rests on
check-findings -> deliver-themes [checked-findings]: the findings
with every figure checked against the data and the method beside
it, and every figure that could not be computed marked as such
deliver-themes -> record-learnings [delivered-themes]: the themes and
the recommendations, as delivered, and who took each one
deviations:
check-the-sample -> draw-samples [too-few-approachable]: too few of
the drawn buyers may be approached, so the samples are drawn again
to make up the count
get-sign-offs -> draw-samples [sample-changes-asked-for]: a signer
asks for changes to the samples, so they are drawn again
get-sign-offs -> write-the-guide [guide-changes-asked-for]: a signer
asks for changes to the guide, so it is written again
watch-both-halves -> invite-the-buyers [one-half-filling-short]: one
half is filling short of the count it needs, so more buyers in that
half are invited
work-out-figures -> invite-the-buyers [half-fell-short]: a half
closed short of its count, so the run either asks again or <who>
decides to report with the shortfall named against every theme that
half fed
set-against-record -> pull-the-deals [deal-read-again]: a deal has to
be read again from the record before the themes can be set beside
it
check-findings -> write-findings [figure-does-not-follow]: a figure
does not follow from the data or the method, so the findings are
written again
bindings:
roster: <who holds each role - agents claiming the abstract agents
above, and named people for the requester, legal, finance
and the expert>
systems: the study record (write), the interview guide (write),
the response record (write), the calculation record (write),
the survey and interview system (trigger),
the CRM (read), the customer and revenue record (read),
the contact database (read), the consent record (read),
the sending system (write), the meeting calendar (write),
the supplier record (write), the budget record (write),
the decision record (write), analytics platforms (read)
data: <your consent rules> <version> , the period the run covers,
the guide the last run of this study used, the reasons the
record carries at the versions they were recorded under
policy:
the run covers the deals that were won and the deals that were lost,
and every report says how many of each half answered against how
many that half needed
nobody is approached until the samples and the guide have been signed
sign-off is a human gate and is never delegated to an agent
the person who owned the deal does not hold the interview about it
both halves are asked the same questions, so what one half said can
be set beside what the other half said
what a buyer said is attributed to that buyer inside the organization
only when the buyer agreed to it, and the buyer is told that before
the interview starts
an incentive offered to a participant is approved by a person before
anything is offered to anybody
the reason on the record and what the buyer said are both reported
when they disagree, and neither is edited to match the other
every theme carries the interviews it rests on, and a theme resting
on fewer interviews than the study needed says so
every figure carries its method, its exclusions and the range around
it
a question in the guide is reworded only when <who> agrees, because
the readings before and after the change stop being comparable
a finding is never removed from the report because somebody asked.
<who> decides, and the decision is recorded with the findings
measures:
cycle time: <target> from the close of the period to the delivered
themes
coverage: <share> of the period's closed deals interviewed, said for
each half on its own
volume: <runs per period>
quality gate: no theme is delivered without the interviews under it,
and no report goes out without the count each half
reached
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Use this process in LangGraph
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Paste this into an assistant that can read the web, such as Claude, ChatGPT or Cursor. It reads the specification and the current LangGraph documentation, then writes two files: the graph, and a note on what did not survive the translation. Read the note first. What a runtime cannot express is the part worth arguing about, and this process is a draft to argue with.
copy the prompt
381 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: win/loss analysis id: <team>/win-loss-analysis v1
from: ref/mkt/win-loss-analysis v1
owner: <who> effective: <date>
trigger: a period closes in <your revenue reporting>, or a run of
losses in one segment is raised
watch: record=<closed deals> system=<your revenue reporting>
change=<a period of deals closes>
or watch: record=<lost deals in one segment>
system=<your revenue reporting>
change=<a run of losses in one segment is raised>
concurrency: one run at a time over the same period of deals. Runs for
different periods or different segments overlap - <how
many> at once
goal: the themes behind the period's wins and losses, each carrying
the interviews it rests on, delivered with what each theme asks
somebody to change
phases:
take-in-period - human: read which deals the run covers, what
the run has to settle, and by when
owner: study-manager after: trigger
automation: <level>
pull-the-deals - runs collect-and-report: every deal that closed
in the period, its value, its segment, its
stage at close and the reason recorded on it
owner: analytics after: take-in-period
by: <days> automation: <level>
brief-the-study - convenes briefing: the period, the question and
the due date, heard by every agent at once
owner: study-manager after: pull-the-deals
automation: <level>
size-interviews - human: how many interviews each half needs, and
what those numbers were computed from
owner: statistician after: brief-the-study
by: <days> automation: <level>
draw-samples - human: the won deals and the lost deals sampled
separately, drawn to match each other on the
traits that would otherwise explain the result
owner: study-manager after: size-interviews
by: <days> automation: <level>
check-the-sample - runs assessment: every drawn buyer scored
against the consent rules in force, and every
account read for whether it may be approached
owner: consent-manager after: draw-samples
automation: <level>
outside-interviewer - runs assessment: the requirements written down
first, then every candidate scored against them
owner: supplier-manager after: draw-samples
by: <days> automation: <level>
cover-the-cost - runs allocate-and-reconcile: the interviewer
and the incentives, drawn against <which
allocation>
owner: budget-keeper
after: outside-interviewer
automation: <level>
write-the-guide - human: the questions both halves are asked, in
the order they are put, at a version
owner: study-manager after: brief-the-study
by: <days> automation: <level>
get-sign-offs - convenes approval: legal and the named owner
sign, as named signers, against a version of
the samples and a version of the guide
owner: <your legal role>
after: check-the-sample + cover-the-cost +
write-the-guide
by: <days> automation: never
invite-the-buyers - human: the same ask goes to both halves, saying
what the interview is for and what happens to
what the buyer says
owner: audience-operator after: get-sign-offs
by: <days> automation: <level>
hold-interviews - human: the interview runs to the guide, and
what the buyer said is taken down as they said
it
owner: study-manager
after: invite-the-buyers
by: <days> automation: <level>
watch-both-halves - runs roll-call: how many of each half have
answered, and what each half is waiting on
owner: study-manager after: hold-interviews
every: <cadence> automation: <level>
close-interviews - human: asking stops on the date or on the
count, and the interviews are fixed at a
version
owner: study-manager
after: watch-both-halves
automation: <level>
sort-into-themes - human: every remark filed under a theme, with
the theme list held at a version
owner: study-manager
after: close-interviews
by: <days> automation: <level>
work-out-figures - human: how often each theme appears in each
half, each figure with its method, its
exclusions and the range around it
owner: statistician
after: sort-into-themes
by: <days> automation: <level>
set-against-record - human: each theme set beside the reason the
record gives, deal by deal, with every place
the two disagree written down
owner: study-manager
after: work-out-figures
by: <days> automation: <level>
write-findings - human: each theme with the interviews recorded
under it, and what the theme asks somebody to
change
owner: study-manager
after: set-against-record
by: <days> automation: <level>
check-findings - runs layered-passes: the numbers pass, every
figure against the data and the method beside
it
owner: statistician after: write-findings
by: <days> automation: <level>
deliver-themes - convenes decide-and-announce: the themes and
what each one asks for, heard at the same time
by everybody who has to act on them
owner: decision-coordinator
after: check-findings
automation: <level>
record-learnings - convenes debrief: what to repeat, what to avoid
owner: study-manager after: deliver-themes
automation: <level>
run-scoped:
spend - runs allocate-and-reconcile owner: budget-keeper
from: cover-the-cost until: run close
status - runs roll-call owner: study-manager
every: <cadence>
from: brief-the-study until: deliver-themes
handoffs:
take-in-period -> pull-the-deals [period-in-scope]: which deals the
run covers, said as a period and a segment somebody can select on
pull-the-deals -> brief-the-study [closed-deals]: every closed deal
in the period with its value, its segment, its stage at close and
the reason recorded on it, and every deal whose reason was left
empty
brief-the-study -> size-interviews [study-question]: the question,
the size of the difference that would matter, and the confidence
the study is being run to
brief-the-study -> write-the-guide [question-for-the-guide]: the
question as every agent heard it, and the guide the last run of
this study used
size-interviews -> draw-samples [counts-each-half-needs]: how many
interviews each half needs and what those numbers were computed
from
draw-samples -> check-the-sample [both-samples]: both samples, buyer
by buyer, with the deal each buyer came from
draw-samples -> outside-interviewer [interviewer-requirements]: what
the interviews need somebody outside the organization to do,
written as requirements before any candidate is looked at
check-the-sample -> get-sign-offs [approachable-buyers]: the buyers
who may be approached, the count removed from each half, and the
rule behind each removal
outside-interviewer -> cover-the-cost [candidate-quotes]: what each
candidate would charge and what it would do
cover-the-cost -> get-sign-offs [what-the-run-draws]: what the run
will draw, and the allocation it draws against
write-the-guide -> get-sign-offs [interview-guide]: the guide at a
version, in the order the questions are put
get-sign-offs -> invite-the-buyers [signed-samples-and-guide]: the
approved samples and the approved guide at their signed versions. A
later change voids the approval and sign-offs run again
invite-the-buyers -> hold-interviews [who-accepted]: who accepted,
from which half, and what each of them was told the interview is
for
hold-interviews -> watch-both-halves [what-was-said]: what each buyer
said, as they said it, marked with the version of the guide it
answered
watch-both-halves -> close-interviews [counts-so-far]: the count held
in each half set against the count that half planned for, said on
the day asking stops
close-interviews -> sort-into-themes [fixed-interviews]: the
interviews fixed at a version, with every one that was left out and
the rule that left it out
sort-into-themes -> work-out-figures [theme-list]: the theme list at
a version, and every remark under the theme it was filed under
work-out-figures -> set-against-record [theme-figures]: how often
each theme appears in each half, with the method, the exclusions
and the range
set-against-record -> write-findings [themes-beside-the-record]: each
theme beside the reason the record gives, and every deal where the
two disagree
write-findings -> check-findings [draft-findings]: the findings at a
version, each theme carrying the interviews it rests on
check-findings -> deliver-themes [checked-findings]: the findings
with every figure checked against the data and the method beside
it, and every figure that could not be computed marked as such
deliver-themes -> record-learnings [delivered-themes]: the themes and
the recommendations, as delivered, and who took each one
deviations:
check-the-sample -> draw-samples [too-few-approachable]: too few of
the drawn buyers may be approached, so the samples are drawn again
to make up the count
get-sign-offs -> draw-samples [sample-changes-asked-for]: a signer
asks for changes to the samples, so they are drawn again
get-sign-offs -> write-the-guide [guide-changes-asked-for]: a signer
asks for changes to the guide, so it is written again
watch-both-halves -> invite-the-buyers [one-half-filling-short]: one
half is filling short of the count it needs, so more buyers in that
half are invited
work-out-figures -> invite-the-buyers [half-fell-short]: a half
closed short of its count, so the run either asks again or <who>
decides to report with the shortfall named against every theme that
half fed
set-against-record -> pull-the-deals [deal-read-again]: a deal has to
be read again from the record before the themes can be set beside
it
check-findings -> write-findings [figure-does-not-follow]: a figure
does not follow from the data or the method, so the findings are
written again
bindings:
roster: <who holds each role - agents claiming the abstract agents
above, and named people for the requester, legal, finance
and the expert>
systems: the study record (write), the interview guide (write),
the response record (write), the calculation record (write),
the survey and interview system (trigger),
the CRM (read), the customer and revenue record (read),
the contact database (read), the consent record (read),
the sending system (write), the meeting calendar (write),
the supplier record (write), the budget record (write),
the decision record (write), analytics platforms (read)
data: <your consent rules> <version>, the period the run covers,
the guide the last run of this study used, the reasons the
record carries at the versions they were recorded under
policy:
the run covers the deals that were won and the deals that were lost,
and every report says how many of each half answered against how
many that half needed
nobody is approached until the samples and the guide have been signed
sign-off is a human gate and is never delegated to an agent
the person who owned the deal does not hold the interview about it
both halves are asked the same questions, so what one half said can
be set beside what the other half said
what a buyer said is attributed to that buyer inside the organization
only when the buyer agreed to it, and the buyer is told that before
the interview starts
an incentive offered to a participant is approved by a person before
anything is offered to anybody
the reason on the record and what the buyer said are both reported
when they disagree, and neither is edited to match the other
every theme carries the interviews it rests on, and a theme resting
on fewer interviews than the study needed says so
every figure carries its method, its exclusions and the range around
it
a question in the guide is reworded only when <who> agrees, because
the readings before and after the change stop being comparable
a finding is never removed from the report because somebody asked.
<who> decides, and the decision is recorded with the findings
measures:
cycle time: <target> from the close of the period to the delivered
themes
coverage: <share> of the period's closed deals interviewed, said for
each half on its own
volume: <runs per period>
quality gate: no theme is delivered without the interviews under it,
and no report goes out without the count each half
reached
```
Take it somewhere
Use this process in Microsoft Agent Framework
close
Paste this into an assistant that can read the web, such as Claude, ChatGPT or Cursor. It reads the specification and the current Agent Framework documentation, then writes two files: the workflow, and a note on what did not survive the translation. Read the note first. What a runtime cannot express is the part worth arguing about, and this process is a draft to argue with.
copy the prompt
436 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: win/loss analysis id: <team>/win-loss-analysis v1
from: ref/mkt/win-loss-analysis v1
owner: <who> effective: <date>
trigger: a period closes in <your revenue reporting>, or a run of
losses in one segment is raised
watch: record=<closed deals> system=<your revenue reporting>
change=<a period of deals closes>
or watch: record=<lost deals in one segment>
system=<your revenue reporting>
change=<a run of losses in one segment is raised>
concurrency: one run at a time over the same period of deals. Runs for
different periods or different segments overlap - <how
many> at once
goal: the themes behind the period's wins and losses, each carrying
the interviews it rests on, delivered with what each theme asks
somebody to change
phases:
take-in-period - human: read which deals the run covers, what
the run has to settle, and by when
owner: study-manager after: trigger
automation: <level>
pull-the-deals - runs collect-and-report: every deal that closed
in the period, its value, its segment, its
stage at close and the reason recorded on it
owner: analytics after: take-in-period
by: <days> automation: <level>
brief-the-study - convenes briefing: the period, the question and
the due date, heard by every agent at once
owner: study-manager after: pull-the-deals
automation: <level>
size-interviews - human: how many interviews each half needs, and
what those numbers were computed from
owner: statistician after: brief-the-study
by: <days> automation: <level>
draw-samples - human: the won deals and the lost deals sampled
separately, drawn to match each other on the
traits that would otherwise explain the result
owner: study-manager after: size-interviews
by: <days> automation: <level>
check-the-sample - runs assessment: every drawn buyer scored
against the consent rules in force, and every
account read for whether it may be approached
owner: consent-manager after: draw-samples
automation: <level>
outside-interviewer - runs assessment: the requirements written down
first, then every candidate scored against them
owner: supplier-manager after: draw-samples
by: <days> automation: <level>
cover-the-cost - runs allocate-and-reconcile: the interviewer
and the incentives, drawn against <which
allocation>
owner: budget-keeper
after: outside-interviewer
automation: <level>
write-the-guide - human: the questions both halves are asked, in
the order they are put, at a version
owner: study-manager after: brief-the-study
by: <days> automation: <level>
get-sign-offs - convenes approval: legal and the named owner
sign, as named signers, against a version of
the samples and a version of the guide
owner: <your legal role>
after: check-the-sample + cover-the-cost +
write-the-guide
by: <days> automation: never
invite-the-buyers - human: the same ask goes to both halves, saying
what the interview is for and what happens to
what the buyer says
owner: audience-operator after: get-sign-offs
by: <days> automation: <level>
hold-interviews - human: the interview runs to the guide, and
what the buyer said is taken down as they said
it
owner: study-manager
after: invite-the-buyers
by: <days> automation: <level>
watch-both-halves - runs roll-call: how many of each half have
answered, and what each half is waiting on
owner: study-manager after: hold-interviews
every: <cadence> automation: <level>
close-interviews - human: asking stops on the date or on the
count, and the interviews are fixed at a
version
owner: study-manager
after: watch-both-halves
automation: <level>
sort-into-themes - human: every remark filed under a theme, with
the theme list held at a version
owner: study-manager
after: close-interviews
by: <days> automation: <level>
work-out-figures - human: how often each theme appears in each
half, each figure with its method, its
exclusions and the range around it
owner: statistician
after: sort-into-themes
by: <days> automation: <level>
set-against-record - human: each theme set beside the reason the
record gives, deal by deal, with every place
the two disagree written down
owner: study-manager
after: work-out-figures
by: <days> automation: <level>
write-findings - human: each theme with the interviews recorded
under it, and what the theme asks somebody to
change
owner: study-manager
after: set-against-record
by: <days> automation: <level>
check-findings - runs layered-passes: the numbers pass, every
figure against the data and the method beside
it
owner: statistician after: write-findings
by: <days> automation: <level>
deliver-themes - convenes decide-and-announce: the themes and
what each one asks for, heard at the same time
by everybody who has to act on them
owner: decision-coordinator
after: check-findings
automation: <level>
record-learnings - convenes debrief: what to repeat, what to avoid
owner: study-manager after: deliver-themes
automation: <level>
run-scoped:
spend - runs allocate-and-reconcile owner: budget-keeper
from: cover-the-cost until: run close
status - runs roll-call owner: study-manager
every: <cadence>
from: brief-the-study until: deliver-themes
handoffs:
take-in-period -> pull-the-deals [period-in-scope]: which deals the
run covers, said as a period and a segment somebody can select on
pull-the-deals -> brief-the-study [closed-deals]: every closed deal
in the period with its value, its segment, its stage at close and
the reason recorded on it, and every deal whose reason was left
empty
brief-the-study -> size-interviews [study-question]: the question,
the size of the difference that would matter, and the confidence
the study is being run to
brief-the-study -> write-the-guide [question-for-the-guide]: the
question as every agent heard it, and the guide the last run of
this study used
size-interviews -> draw-samples [counts-each-half-needs]: how many
interviews each half needs and what those numbers were computed
from
draw-samples -> check-the-sample [both-samples]: both samples, buyer
by buyer, with the deal each buyer came from
draw-samples -> outside-interviewer [interviewer-requirements]: what
the interviews need somebody outside the organization to do,
written as requirements before any candidate is looked at
check-the-sample -> get-sign-offs [approachable-buyers]: the buyers
who may be approached, the count removed from each half, and the
rule behind each removal
outside-interviewer -> cover-the-cost [candidate-quotes]: what each
candidate would charge and what it would do
cover-the-cost -> get-sign-offs [what-the-run-draws]: what the run
will draw, and the allocation it draws against
write-the-guide -> get-sign-offs [interview-guide]: the guide at a
version, in the order the questions are put
get-sign-offs -> invite-the-buyers [signed-samples-and-guide]: the
approved samples and the approved guide at their signed versions. A
later change voids the approval and sign-offs run again
invite-the-buyers -> hold-interviews [who-accepted]: who accepted,
from which half, and what each of them was told the interview is
for
hold-interviews -> watch-both-halves [what-was-said]: what each buyer
said, as they said it, marked with the version of the guide it
answered
watch-both-halves -> close-interviews [counts-so-far]: the count held
in each half set against the count that half planned for, said on
the day asking stops
close-interviews -> sort-into-themes [fixed-interviews]: the
interviews fixed at a version, with every one that was left out and
the rule that left it out
sort-into-themes -> work-out-figures [theme-list]: the theme list at
a version, and every remark under the theme it was filed under
work-out-figures -> set-against-record [theme-figures]: how often
each theme appears in each half, with the method, the exclusions
and the range
set-against-record -> write-findings [themes-beside-the-record]: each
theme beside the reason the record gives, and every deal where the
two disagree
write-findings -> check-findings [draft-findings]: the findings at a
version, each theme carrying the interviews it rests on
check-findings -> deliver-themes [checked-findings]: the findings
with every figure checked against the data and the method beside
it, and every figure that could not be computed marked as such
deliver-themes -> record-learnings [delivered-themes]: the themes and
the recommendations, as delivered, and who took each one
deviations:
check-the-sample -> draw-samples [too-few-approachable]: too few of
the drawn buyers may be approached, so the samples are drawn again
to make up the count
get-sign-offs -> draw-samples [sample-changes-asked-for]: a signer
asks for changes to the samples, so they are drawn again
get-sign-offs -> write-the-guide [guide-changes-asked-for]: a signer
asks for changes to the guide, so it is written again
watch-both-halves -> invite-the-buyers [one-half-filling-short]: one
half is filling short of the count it needs, so more buyers in that
half are invited
work-out-figures -> invite-the-buyers [half-fell-short]: a half
closed short of its count, so the run either asks again or <who>
decides to report with the shortfall named against every theme that
half fed
set-against-record -> pull-the-deals [deal-read-again]: a deal has to
be read again from the record before the themes can be set beside
it
check-findings -> write-findings [figure-does-not-follow]: a figure
does not follow from the data or the method, so the findings are
written again
bindings:
roster: <who holds each role - agents claiming the abstract agents
above, and named people for the requester, legal, finance
and the expert>
systems: the study record (write), the interview guide (write),
the response record (write), the calculation record (write),
the survey and interview system (trigger),
the CRM (read), the customer and revenue record (read),
the contact database (read), the consent record (read),
the sending system (write), the meeting calendar (write),
the supplier record (write), the budget record (write),
the decision record (write), analytics platforms (read)
data: <your consent rules> <version>, the period the run covers,
the guide the last run of this study used, the reasons the
record carries at the versions they were recorded under
policy:
the run covers the deals that were won and the deals that were lost,
and every report says how many of each half answered against how
many that half needed
nobody is approached until the samples and the guide have been signed
sign-off is a human gate and is never delegated to an agent
the person who owned the deal does not hold the interview about it
both halves are asked the same questions, so what one half said can
be set beside what the other half said
what a buyer said is attributed to that buyer inside the organization
only when the buyer agreed to it, and the buyer is told that before
the interview starts
an incentive offered to a participant is approved by a person before
anything is offered to anybody
the reason on the record and what the buyer said are both reported
when they disagree, and neither is edited to match the other
every theme carries the interviews it rests on, and a theme resting
on fewer interviews than the study needed says so
every figure carries its method, its exclusions and the range around
it
a question in the guide is reworded only when <who> agrees, because
the readings before and after the change stop being comparable
a finding is never removed from the report because somebody asked.
<who> decides, and the decision is recorded with the findings
measures:
cycle time: <target> from the close of the period to the delivered
themes
coverage: <share> of the period's closed deals interviewed, said for
each half on its own
volume: <runs per period>
quality gate: no theme is delivered without the interviews under it,
and no report goes out without the count each half
reached
```
Take it somewhere
Use this process in CrewAI Flows
close
Paste this into an assistant that can read the web, such as Claude, ChatGPT or Cursor. It reads the specification and the current CrewAI documentation, then writes two files: the flow, and a note on what did not survive the translation. Read the note first. What a runtime cannot express is the part worth arguing about, and this process is a draft to argue with.
copy the prompt
441 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: win/loss analysis id: <team>/win-loss-analysis v1
from: ref/mkt/win-loss-analysis v1
owner: <who> effective: <date>
trigger: a period closes in <your revenue reporting>, or a run of
losses in one segment is raised
watch: record=<closed deals> system=<your revenue reporting>
change=<a period of deals closes>
or watch: record=<lost deals in one segment>
system=<your revenue reporting>
change=<a run of losses in one segment is raised>
concurrency: one run at a time over the same period of deals. Runs for
different periods or different segments overlap - <how
many> at once
goal: the themes behind the period's wins and losses, each carrying
the interviews it rests on, delivered with what each theme asks
somebody to change
phases:
take-in-period - human: read which deals the run covers, what
the run has to settle, and by when
owner: study-manager after: trigger
automation: <level>
pull-the-deals - runs collect-and-report: every deal that closed
in the period, its value, its segment, its
stage at close and the reason recorded on it
owner: analytics after: take-in-period
by: <days> automation: <level>
brief-the-study - convenes briefing: the period, the question and
the due date, heard by every agent at once
owner: study-manager after: pull-the-deals
automation: <level>
size-interviews - human: how many interviews each half needs, and
what those numbers were computed from
owner: statistician after: brief-the-study
by: <days> automation: <level>
draw-samples - human: the won deals and the lost deals sampled
separately, drawn to match each other on the
traits that would otherwise explain the result
owner: study-manager after: size-interviews
by: <days> automation: <level>
check-the-sample - runs assessment: every drawn buyer scored
against the consent rules in force, and every
account read for whether it may be approached
owner: consent-manager after: draw-samples
automation: <level>
outside-interviewer - runs assessment: the requirements written down
first, then every candidate scored against them
owner: supplier-manager after: draw-samples
by: <days> automation: <level>
cover-the-cost - runs allocate-and-reconcile: the interviewer
and the incentives, drawn against <which
allocation>
owner: budget-keeper
after: outside-interviewer
automation: <level>
write-the-guide - human: the questions both halves are asked, in
the order they are put, at a version
owner: study-manager after: brief-the-study
by: <days> automation: <level>
get-sign-offs - convenes approval: legal and the named owner
sign, as named signers, against a version of
the samples and a version of the guide
owner: <your legal role>
after: check-the-sample + cover-the-cost +
write-the-guide
by: <days> automation: never
invite-the-buyers - human: the same ask goes to both halves, saying
what the interview is for and what happens to
what the buyer says
owner: audience-operator after: get-sign-offs
by: <days> automation: <level>
hold-interviews - human: the interview runs to the guide, and
what the buyer said is taken down as they said
it
owner: study-manager
after: invite-the-buyers
by: <days> automation: <level>
watch-both-halves - runs roll-call: how many of each half have
answered, and what each half is waiting on
owner: study-manager after: hold-interviews
every: <cadence> automation: <level>
close-interviews - human: asking stops on the date or on the
count, and the interviews are fixed at a
version
owner: study-manager
after: watch-both-halves
automation: <level>
sort-into-themes - human: every remark filed under a theme, with
the theme list held at a version
owner: study-manager
after: close-interviews
by: <days> automation: <level>
work-out-figures - human: how often each theme appears in each
half, each figure with its method, its
exclusions and the range around it
owner: statistician
after: sort-into-themes
by: <days> automation: <level>
set-against-record - human: each theme set beside the reason the
record gives, deal by deal, with every place
the two disagree written down
owner: study-manager
after: work-out-figures
by: <days> automation: <level>
write-findings - human: each theme with the interviews recorded
under it, and what the theme asks somebody to
change
owner: study-manager
after: set-against-record
by: <days> automation: <level>
check-findings - runs layered-passes: the numbers pass, every
figure against the data and the method beside
it
owner: statistician after: write-findings
by: <days> automation: <level>
deliver-themes - convenes decide-and-announce: the themes and
what each one asks for, heard at the same time
by everybody who has to act on them
owner: decision-coordinator
after: check-findings
automation: <level>
record-learnings - convenes debrief: what to repeat, what to avoid
owner: study-manager after: deliver-themes
automation: <level>
run-scoped:
spend - runs allocate-and-reconcile owner: budget-keeper
from: cover-the-cost until: run close
status - runs roll-call owner: study-manager
every: <cadence>
from: brief-the-study until: deliver-themes
handoffs:
take-in-period -> pull-the-deals [period-in-scope]: which deals the
run covers, said as a period and a segment somebody can select on
pull-the-deals -> brief-the-study [closed-deals]: every closed deal
in the period with its value, its segment, its stage at close and
the reason recorded on it, and every deal whose reason was left
empty
brief-the-study -> size-interviews [study-question]: the question,
the size of the difference that would matter, and the confidence
the study is being run to
brief-the-study -> write-the-guide [question-for-the-guide]: the
question as every agent heard it, and the guide the last run of
this study used
size-interviews -> draw-samples [counts-each-half-needs]: how many
interviews each half needs and what those numbers were computed
from
draw-samples -> check-the-sample [both-samples]: both samples, buyer
by buyer, with the deal each buyer came from
draw-samples -> outside-interviewer [interviewer-requirements]: what
the interviews need somebody outside the organization to do,
written as requirements before any candidate is looked at
check-the-sample -> get-sign-offs [approachable-buyers]: the buyers
who may be approached, the count removed from each half, and the
rule behind each removal
outside-interviewer -> cover-the-cost [candidate-quotes]: what each
candidate would charge and what it would do
cover-the-cost -> get-sign-offs [what-the-run-draws]: what the run
will draw, and the allocation it draws against
write-the-guide -> get-sign-offs [interview-guide]: the guide at a
version, in the order the questions are put
get-sign-offs -> invite-the-buyers [signed-samples-and-guide]: the
approved samples and the approved guide at their signed versions. A
later change voids the approval and sign-offs run again
invite-the-buyers -> hold-interviews [who-accepted]: who accepted,
from which half, and what each of them was told the interview is
for
hold-interviews -> watch-both-halves [what-was-said]: what each buyer
said, as they said it, marked with the version of the guide it
answered
watch-both-halves -> close-interviews [counts-so-far]: the count held
in each half set against the count that half planned for, said on
the day asking stops
close-interviews -> sort-into-themes [fixed-interviews]: the
interviews fixed at a version, with every one that was left out and
the rule that left it out
sort-into-themes -> work-out-figures [theme-list]: the theme list at
a version, and every remark under the theme it was filed under
work-out-figures -> set-against-record [theme-figures]: how often
each theme appears in each half, with the method, the exclusions
and the range
set-against-record -> write-findings [themes-beside-the-record]: each
theme beside the reason the record gives, and every deal where the
two disagree
write-findings -> check-findings [draft-findings]: the findings at a
version, each theme carrying the interviews it rests on
check-findings -> deliver-themes [checked-findings]: the findings
with every figure checked against the data and the method beside
it, and every figure that could not be computed marked as such
deliver-themes -> record-learnings [delivered-themes]: the themes and
the recommendations, as delivered, and who took each one
deviations:
check-the-sample -> draw-samples [too-few-approachable]: too few of
the drawn buyers may be approached, so the samples are drawn again
to make up the count
get-sign-offs -> draw-samples [sample-changes-asked-for]: a signer
asks for changes to the samples, so they are drawn again
get-sign-offs -> write-the-guide [guide-changes-asked-for]: a signer
asks for changes to the guide, so it is written again
watch-both-halves -> invite-the-buyers [one-half-filling-short]: one
half is filling short of the count it needs, so more buyers in that
half are invited
work-out-figures -> invite-the-buyers [half-fell-short]: a half
closed short of its count, so the run either asks again or <who>
decides to report with the shortfall named against every theme that
half fed
set-against-record -> pull-the-deals [deal-read-again]: a deal has to
be read again from the record before the themes can be set beside
it
check-findings -> write-findings [figure-does-not-follow]: a figure
does not follow from the data or the method, so the findings are
written again
bindings:
roster: <who holds each role - agents claiming the abstract agents
above, and named people for the requester, legal, finance
and the expert>
systems: the study record (write), the interview guide (write),
the response record (write), the calculation record (write),
the survey and interview system (trigger),
the CRM (read), the customer and revenue record (read),
the contact database (read), the consent record (read),
the sending system (write), the meeting calendar (write),
the supplier record (write), the budget record (write),
the decision record (write), analytics platforms (read)
data: <your consent rules> <version>, the period the run covers,
the guide the last run of this study used, the reasons the
record carries at the versions they were recorded under
policy:
the run covers the deals that were won and the deals that were lost,
and every report says how many of each half answered against how
many that half needed
nobody is approached until the samples and the guide have been signed
sign-off is a human gate and is never delegated to an agent
the person who owned the deal does not hold the interview about it
both halves are asked the same questions, so what one half said can
be set beside what the other half said
what a buyer said is attributed to that buyer inside the organization
only when the buyer agreed to it, and the buyer is told that before
the interview starts
an incentive offered to a participant is approved by a person before
anything is offered to anybody
the reason on the record and what the buyer said are both reported
when they disagree, and neither is edited to match the other
every theme carries the interviews it rests on, and a theme resting
on fewer interviews than the study needed says so
every figure carries its method, its exclusions and the range around
it
a question in the guide is reworded only when <who> agrees, because
the readings before and after the change stop being comparable
a finding is never removed from the report because somebody asked.
<who> decides, and the decision is recorded with the findings
measures:
cycle time: <target> from the close of the period to the delivered
themes
coverage: <share> of the period's closed deals interviewed, said for
each half on its own
volume: <runs per period>
quality gate: no theme is delivered without the interviews under it,
and no report goes out without the count each half
reached
```
Take it somewhere
Use this process in Google ADK
close
Paste this into an assistant that can read the web, such as Claude, ChatGPT or Cursor. It reads the specification and the current ADK documentation, then writes two files: the workflow, and a note on what did not survive the translation. Read the note first. What a runtime cannot express is the part worth arguing about, and this process is a draft to argue with.
copy the prompt
432 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: win/loss analysis id: <team>/win-loss-analysis v1
from: ref/mkt/win-loss-analysis v1
owner: <who> effective: <date>
trigger: a period closes in <your revenue reporting>, or a run of
losses in one segment is raised
watch: record=<closed deals> system=<your revenue reporting>
change=<a period of deals closes>
or watch: record=<lost deals in one segment>
system=<your revenue reporting>
change=<a run of losses in one segment is raised>
concurrency: one run at a time over the same period of deals. Runs for
different periods or different segments overlap - <how
many> at once
goal: the themes behind the period's wins and losses, each carrying
the interviews it rests on, delivered with what each theme asks
somebody to change
phases:
take-in-period - human: read which deals the run covers, what
the run has to settle, and by when
owner: study-manager after: trigger
automation: <level>
pull-the-deals - runs collect-and-report: every deal that closed
in the period, its value, its segment, its
stage at close and the reason recorded on it
owner: analytics after: take-in-period
by: <days> automation: <level>
brief-the-study - convenes briefing: the period, the question and
the due date, heard by every agent at once
owner: study-manager after: pull-the-deals
automation: <level>
size-interviews - human: how many interviews each half needs, and
what those numbers were computed from
owner: statistician after: brief-the-study
by: <days> automation: <level>
draw-samples - human: the won deals and the lost deals sampled
separately, drawn to match each other on the
traits that would otherwise explain the result
owner: study-manager after: size-interviews
by: <days> automation: <level>
check-the-sample - runs assessment: every drawn buyer scored
against the consent rules in force, and every
account read for whether it may be approached
owner: consent-manager after: draw-samples
automation: <level>
outside-interviewer - runs assessment: the requirements written down
first, then every candidate scored against them
owner: supplier-manager after: draw-samples
by: <days> automation: <level>
cover-the-cost - runs allocate-and-reconcile: the interviewer
and the incentives, drawn against <which
allocation>
owner: budget-keeper
after: outside-interviewer
automation: <level>
write-the-guide - human: the questions both halves are asked, in
the order they are put, at a version
owner: study-manager after: brief-the-study
by: <days> automation: <level>
get-sign-offs - convenes approval: legal and the named owner
sign, as named signers, against a version of
the samples and a version of the guide
owner: <your legal role>
after: check-the-sample + cover-the-cost +
write-the-guide
by: <days> automation: never
invite-the-buyers - human: the same ask goes to both halves, saying
what the interview is for and what happens to
what the buyer says
owner: audience-operator after: get-sign-offs
by: <days> automation: <level>
hold-interviews - human: the interview runs to the guide, and
what the buyer said is taken down as they said
it
owner: study-manager
after: invite-the-buyers
by: <days> automation: <level>
watch-both-halves - runs roll-call: how many of each half have
answered, and what each half is waiting on
owner: study-manager after: hold-interviews
every: <cadence> automation: <level>
close-interviews - human: asking stops on the date or on the
count, and the interviews are fixed at a
version
owner: study-manager
after: watch-both-halves
automation: <level>
sort-into-themes - human: every remark filed under a theme, with
the theme list held at a version
owner: study-manager
after: close-interviews
by: <days> automation: <level>
work-out-figures - human: how often each theme appears in each
half, each figure with its method, its
exclusions and the range around it
owner: statistician
after: sort-into-themes
by: <days> automation: <level>
set-against-record - human: each theme set beside the reason the
record gives, deal by deal, with every place
the two disagree written down
owner: study-manager
after: work-out-figures
by: <days> automation: <level>
write-findings - human: each theme with the interviews recorded
under it, and what the theme asks somebody to
change
owner: study-manager
after: set-against-record
by: <days> automation: <level>
check-findings - runs layered-passes: the numbers pass, every
figure against the data and the method beside
it
owner: statistician after: write-findings
by: <days> automation: <level>
deliver-themes - convenes decide-and-announce: the themes and
what each one asks for, heard at the same time
by everybody who has to act on them
owner: decision-coordinator
after: check-findings
automation: <level>
record-learnings - convenes debrief: what to repeat, what to avoid
owner: study-manager after: deliver-themes
automation: <level>
run-scoped:
spend - runs allocate-and-reconcile owner: budget-keeper
from: cover-the-cost until: run close
status - runs roll-call owner: study-manager
every: <cadence>
from: brief-the-study until: deliver-themes
handoffs:
take-in-period -> pull-the-deals [period-in-scope]: which deals the
run covers, said as a period and a segment somebody can select on
pull-the-deals -> brief-the-study [closed-deals]: every closed deal
in the period with its value, its segment, its stage at close and
the reason recorded on it, and every deal whose reason was left
empty
brief-the-study -> size-interviews [study-question]: the question,
the size of the difference that would matter, and the confidence
the study is being run to
brief-the-study -> write-the-guide [question-for-the-guide]: the
question as every agent heard it, and the guide the last run of
this study used
size-interviews -> draw-samples [counts-each-half-needs]: how many
interviews each half needs and what those numbers were computed
from
draw-samples -> check-the-sample [both-samples]: both samples, buyer
by buyer, with the deal each buyer came from
draw-samples -> outside-interviewer [interviewer-requirements]: what
the interviews need somebody outside the organization to do,
written as requirements before any candidate is looked at
check-the-sample -> get-sign-offs [approachable-buyers]: the buyers
who may be approached, the count removed from each half, and the
rule behind each removal
outside-interviewer -> cover-the-cost [candidate-quotes]: what each
candidate would charge and what it would do
cover-the-cost -> get-sign-offs [what-the-run-draws]: what the run
will draw, and the allocation it draws against
write-the-guide -> get-sign-offs [interview-guide]: the guide at a
version, in the order the questions are put
get-sign-offs -> invite-the-buyers [signed-samples-and-guide]: the
approved samples and the approved guide at their signed versions. A
later change voids the approval and sign-offs run again
invite-the-buyers -> hold-interviews [who-accepted]: who accepted,
from which half, and what each of them was told the interview is
for
hold-interviews -> watch-both-halves [what-was-said]: what each buyer
said, as they said it, marked with the version of the guide it
answered
watch-both-halves -> close-interviews [counts-so-far]: the count held
in each half set against the count that half planned for, said on
the day asking stops
close-interviews -> sort-into-themes [fixed-interviews]: the
interviews fixed at a version, with every one that was left out and
the rule that left it out
sort-into-themes -> work-out-figures [theme-list]: the theme list at
a version, and every remark under the theme it was filed under
work-out-figures -> set-against-record [theme-figures]: how often
each theme appears in each half, with the method, the exclusions
and the range
set-against-record -> write-findings [themes-beside-the-record]: each
theme beside the reason the record gives, and every deal where the
two disagree
write-findings -> check-findings [draft-findings]: the findings at a
version, each theme carrying the interviews it rests on
check-findings -> deliver-themes [checked-findings]: the findings
with every figure checked against the data and the method beside
it, and every figure that could not be computed marked as such
deliver-themes -> record-learnings [delivered-themes]: the themes and
the recommendations, as delivered, and who took each one
deviations:
check-the-sample -> draw-samples [too-few-approachable]: too few of
the drawn buyers may be approached, so the samples are drawn again
to make up the count
get-sign-offs -> draw-samples [sample-changes-asked-for]: a signer
asks for changes to the samples, so they are drawn again
get-sign-offs -> write-the-guide [guide-changes-asked-for]: a signer
asks for changes to the guide, so it is written again
watch-both-halves -> invite-the-buyers [one-half-filling-short]: one
half is filling short of the count it needs, so more buyers in that
half are invited
work-out-figures -> invite-the-buyers [half-fell-short]: a half
closed short of its count, so the run either asks again or <who>
decides to report with the shortfall named against every theme that
half fed
set-against-record -> pull-the-deals [deal-read-again]: a deal has to
be read again from the record before the themes can be set beside
it
check-findings -> write-findings [figure-does-not-follow]: a figure
does not follow from the data or the method, so the findings are
written again
bindings:
roster: <who holds each role - agents claiming the abstract agents
above, and named people for the requester, legal, finance
and the expert>
systems: the study record (write), the interview guide (write),
the response record (write), the calculation record (write),
the survey and interview system (trigger),
the CRM (read), the customer and revenue record (read),
the contact database (read), the consent record (read),
the sending system (write), the meeting calendar (write),
the supplier record (write), the budget record (write),
the decision record (write), analytics platforms (read)
data: <your consent rules> <version>, the period the run covers,
the guide the last run of this study used, the reasons the
record carries at the versions they were recorded under
policy:
the run covers the deals that were won and the deals that were lost,
and every report says how many of each half answered against how
many that half needed
nobody is approached until the samples and the guide have been signed
sign-off is a human gate and is never delegated to an agent
the person who owned the deal does not hold the interview about it
both halves are asked the same questions, so what one half said can
be set beside what the other half said
what a buyer said is attributed to that buyer inside the organization
only when the buyer agreed to it, and the buyer is told that before
the interview starts
an incentive offered to a participant is approved by a person before
anything is offered to anybody
the reason on the record and what the buyer said are both reported
when they disagree, and neither is edited to match the other
every theme carries the interviews it rests on, and a theme resting
on fewer interviews than the study needed says so
every figure carries its method, its exclusions and the range around
it
a question in the guide is reworded only when <who> agrees, because
the readings before and after the change stop being comparable
a finding is never removed from the report because somebody asked.
<who> decides, and the decision is recorded with the findings
measures:
cycle time: <target> from the close of the period to the delivered
themes
coverage: <share> of the period's closed deals interviewed, said for
each half on its own
volume: <runs per period>
quality gate: no theme is delivered without the interviews under it,
and no report goes out without the count each half
reached
```
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
54 blanks to fill. Everything else is the process.
this process
from: ref/mkt/win-loss-analysis 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.