Win Loss Review

Use this skill to run Win Loss Review as a practical consulting method, not as a generic framework explanation.

Method Notes

• Separate factual timeline from interpretation.
• Classify drivers as controllable, influenceable, or external.

Required Inputs

Collect or infer these inputs before execution:

• opportunity history
• outcome
• buyer feedback
• competitor information
• sales actions

If an input is missing, do not block automatically. Mark it as missing, state the assumption used, and add a validation action.

When Not To Use

Do not use as a blame review. Use it to improve the next pursuit, decision, or operating process.

Adjacent Methods

• deal-strategy-map: plan a live opportunity before the outcome.
• competitive-positioning: improve buyer-facing differentiation from repeated decision evidence.

Step-by-Step Execution

Output Template

### 1. Decision Timeline
Opportunity:
Outcome:
Buyer decision date:
Sources:

### 2. Decision Drivers
| Driver | Buyer evidence | Our performance | Competitor / alternative |
|---|---|---|---|
|  |  |  |  |

### 3. Controllability
| Factor | Controllable / influenceable / external | Confidence | Lesson |
|---|---|---|---|
|  |  |  |  |

### 4. Playbook Changes
| Change | Owner | Apply when | Success signal |
|---|---|---|---|
|  |  |  |  |

### Evidence And Next Decision
- Confirmed facts:
- Assumptions:
- Missing evidence:
- Next action, owner, and timing:
- Expected signal and decision threshold:

Quality Gate

• Produce the method-specific outputs for Decision Timeline, Decision Drivers, Controllability; do not substitute a generic framework summary.
• Tie every material score, causal claim, or stakeholder judgment to evidence or label it as an assumption.
• Include at least one disconfirming check, sensitivity, alternative explanation, or failure condition appropriate to the method.
• Convert the result into a named action or decision with an owner or stakeholder, timing, and observable signal.
• State missing inputs and the smallest validation action instead of inventing precision.
• Keep wording professional and plain enough that a smart non-specialist can use the output directly.