1---2name: roe-governance3description: Use to codify sales rules of engagement, escalation paths, and exception workflows.4---5
6# Rules of Engagement Governance Skill
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8## When to Use
9- Rolling out new territory models with updated ownership rules.
10- Resolving channel, partner, or segment conflicts.
11- Documenting escalation paths for deal desk, pricing, or product requests.
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13## Framework
141. **Stakeholder Map** – identify sales, CS, partner, legal, and ops owners.
152. **Rule Definition** – outline assignment logic, routing triggers, and timeframe SLAs.
163. **Exception Handling** – document approval tiers, SLAs, and data required for review.
174. **Enablement & Change Mgmt** – create briefs, FAQs, and office-hour plans.
185. **Compliance & Audit** – track decision logs, metrics, and quarterly refresh cadence.
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20## Templates
21- ROE decision tree and ownership matrix.
22- Exception request form + approval checklist.
23- Communication kit (email, deck, FAQ) for GTM + partner teams.
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25## Tips
26- Keep rules simple enough for reps/channel partners to recall.
27- Tie every rule to a KPI (speed, fairness, CX) to reinforce intent.
28- Archive exceptions in a shared system to surface policy drift.
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