The most-asked questions about Playbooks in Review 2.0, answered live. Bring your migrations, your trigger questions, and your toughest playbook problems.
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Agenda
What we'll cover
The anatomy of a Review 2.0 playbook
Positions, fallbacks, triggers, deal context, and how they fit together.
Migrating your playbooks from Review 1.0
Migrating from Review 1.0. How to bring your existing playbooks into 2.0, when to migrate vs. start fresh, and how to get the most out of the new format.
Triggers and deal context
Watch one playbook handle multiple jurisdictions, party perspectives, and deal sizes through real examples.
Making updates to your playbooks
Edit a position for a single review vs. updating the underlying playbook, plus the workflow we recommend for ongoing governance.