Blog · Tag

series.

6 posts in this archive.

Team & Workflow

SME collaboration, the six-month update

Revisiting the September 2025 SME-collaboration series. Which patterns persisted in real teams, which ones had to be rewritten, and the one I was wrong about.

Sarah Smith
Craft

Three exec summaries I rewrote this week, part 11

Part 11 of the monthly series. Three real executive summaries, anonymized, rewritten. What was wrong in the original, what changed in the rewrite, and what each one taught about the shape of the RFP it responded to.

PursuitAgent
Research Win-Loss Intelligence · Part 2/5

Win-loss, Part 2 of 5: debrief rituals that actually run

A 30-minute debrief format with four questions and one DRI. Why quarterly debriefs fail, why per-bid debriefs work, and the calendar discipline that keeps the practice alive past month four.

Sarah Smith
Research Win-Loss Intelligence · Part 1/5

Win-loss intelligence, Part 1 of 5: what to capture and when

The 18 fields we capture on every bid, why each one matters, and why most teams skip twelve of them. Part 1 of a five-part series on running win-loss as a habit, not a quarterly ritual.

Sarah Smith
Craft

Three exec summaries I rewrote this week, part 5

Continuing the field-note series. Three before-and-after passages from real (anonymized) executive summaries, with the rewriting reasoning made explicit.

PursuitAgent
Team & Workflow SME Collaboration · Part 1/4

SME collaboration, Part 1 of 4: the async interview

Part 1 of 4 on SME collaboration. The async interview pattern: structured prompts, short turnarounds, an audit trail, and no scheduled meeting. Why it works when 'just ping them' doesn't.

Sarah Smith

See the proposal workflow

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