About roe-governance
A skill for defining and maintaining rules of engagement across sales, customer success, partners, and operations. It structures ownership, routing, exceptions, change communication, and audit practices, with templates for governance.
Key features
- 01Stakeholder and owner mapping
- 02Assignment and routing rules
- 03Exception approvals and SLAs
- 04Enablement and change materials
- 05Decision logs and audit cadence
Use cases
- 01Rolling out revised territory ownership
- 02Resolving partner or segment conflicts
- 03Documenting deal desk escalation paths
Install
Copy the command and run it in a terminal.
$
npx skills add https:/After installing, type/roe-governancein Claude Code to confirm it loaded.
Details
From the project READMERules of Engagement Governance Skill
When to Use
- Rolling out new territory models with updated ownership rules.
- Resolving channel, partner, or segment conflicts.
- Documenting escalation paths for deal desk, pricing, or product requests.
Framework
- Stakeholder Map – identify sales, CS, partner, legal, and ops owners.
- Rule Definition – outline assignment logic, routing triggers, and timeframe SLAs.
- Exception Handling – document approval tiers, SLAs, and data required for review.
- Enablement & Change Mgmt – create briefs, FAQs, and office-hour plans.
- Compliance & Audit – track decision logs, metrics, and quarterly refresh cadence.
Templates
- ROE decision tree and ownership matrix.
- Exception request form + approval checklist.
- Communication kit (email, deck, FAQ) for GTM + partner teams.
Tips
- Keep rules simple enough for reps/channel partners to recall.
- Tie every rule to a KPI (speed, fairness, CX) to reinforce intent.
- Archive exceptions in a shared system to surface policy drift.
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