Negotiation Debrief Template

M

Marcus Lee

@marcus-lee

·

Structured negotiation debriefs that capture lessons for future deal improvement.

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Debrief a completed negotiation for learning.

Deal: {{deal_name}}
Final outcome: {{outcome}}
Original position: {{original_position}}
Final position: {{final_position}}

Create a negotiation debrief:

1. Outcome Assessment
   - Did we achieve our objectives?
   - What did we give vs get?
   - Win/win or compromise?

2. Process Review
   - What went well in our approach?
   - Where did we struggle?
   - Key moments that shifted momentum

3. Counterpart Analysis
   - Their tactics observed
   - Their priorities revealed
   - Their decision-making style

4. Lessons Learned
   - What to replicate
   - What to do differently
   - Patterns to recognize

5. Future Application
   - How this applies to other deals
   - Training opportunities identified
   - Process improvements suggested

Make it a learning document, not a blame document.

Details

Category

Business

Use Cases

negotiation reviewlearning captureprocess improvement

Works Best With

gpt-4oclaude-sonnet-4
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