SheetC-01
FieldCONSTRUCTION
StatusCURRENT
ScaleONE PURSUIT
Version03
Your project history should be working harder.
Years of completed projects, proposals, personnel history, photography, and lessons learned — much of it already digital, but scattered across systems, folders, files, and people.
The problem is not that the information is missing. It is that no one has decided which version is authoritative, who owns it, and what may be reused without asking.
C-01 · S01Qualifications package / mid-size pursuitIllustrative
The same package, drawn as a schedule.
12Working days / current
Work itemD01D02D03D04D05D06D07D08D09D10D11D12
Unstructured — sequential, dependent on who is availableGoverned — parallel, drawn from approved knowledgeVertical rule = human review gate
Both paths end at the same submission and the same reviewer. The time difference comes from not having to search for, verify, and re-decide information the company already knows.
C-01 · S00Approved company knowledge / what the layer containsBuilt in week two
Everything downstream starts from the same approved record.
The schedule above compresses because these six fields were settled once, in advance. Once those facts are settled and kept current, the downstream work stops starting from zero.
LayerAPPROVED COMPANY KNOWLEDGEK01
Company
Capabilities + approved overview
People
Current roles + expertise
Prior work
Examples + outcomes + evidence
Standards
Policies + procedures + controls
Brand
Voice + terminology + templates
Context
Client history + known constraints
C-01 · S02Applied workflows / constructionBuilt during the engagement
What gets built, and where human review stays.
WorkflowInputApproved sourceOutputReview gate
QualificationsBusiness development
Incoming RFQSector, size, delivery method
Project record + personnelCurrent resumes, outcomes, imagery
Drafted packageApproved capability language
Required
Case studyMarketing
Substantial completionOne project record
Project record + brand standardsOne set of numbers
Study, page, postsConsistent across all three
Required
Meeting resolutionProject management
OAC notesRaw, unstructured
Project + contact registerNamed owners
Decisions and actionsOwner and date attached
PM sign-off
Personnel refreshPreconstruction
Employee + job historySince last update
Project recordVerified roles and scope
Resume and bioStandard format
Individual
Portfolio structuringFoundational
Two decades of workDrives, Procore, marketing
—This workflow creates the source
One authoritative recordEvery other workflow reads it
Leadership
C-01 · S03Next stepOpen
Where does your firm sit today?
Ten questions, about three minutes, and a straight answer on what to fix first.