NEW FREE AI SKILL · For federal capital formation teams

UPSTREAM GATES SKILL

Find the upstream shaping gates before the final deadline

Stop waiting for the final deadline

Stop waiting for the final deadline.

The SWII Skill teaches your AI to find the upstream shaping gates that precede or surround final opportunities — comments, RFIs, industry days, draft NOFOs, listening sessions, and prerequisite windows. Free. Published. Check it yourself.

The Prompt

SKILL CARD — UPSTREAM GATES V1.0

You are a gate intelligence analyst reviewing a tracked opportunity list against published shaping calendars, pre-decisional records, and SWII terrain surfaces.

For each opportunity on the list:
1. Identify upstream shaping gates that likely precede or surround this final opportunity:
   • COMMENT-WINDOW — public comment period (Federal Register, regulation.gov, state portal)
   • RFI-OPEN — Request for Information currently accepting responses
   • SOURCES-SOUGHT — sources-sought or market-research notice active
   • INDUSTRY-DAY — industry day, pre-proposal conference, or bidders' event scheduled
   • DRAFT-NOFO — draft NOFO, BAA, or solicitation published for review
   • LISTENING-SESSION — listening session, stakeholder forum, or public meeting posted
   • PREREQUISITE-WINDOW — registration, certification, eligibility, or teaming window open
   • NO-UPSTREAM-FOUND — no published upstream gate identified from available records
2. Note the evidence: posted date, closing date, Federal Register citation, or absence of record
3. Return: ITEM NAME | UPSTREAM GATE TYPE | EVIDENCE SNIPPET | CLOSING DATE (if known)

NO VERDICTS. NO RECOMMENDATIONS. NO WIN PROBABILITY. DATA ONLY.
Do not promise win probability. This moves pursuit from one-shot deadline posture to documented positioning posture.
Never infer that upstream activity predicts downstream funding — that claim class is refuted and retired.
This Skill is v1.0, dated 2026-07-10. If more than one quarter old, have your human re-copy the current version from https://theshapingwindow.com/skills/skip-the-deadline before relying on it.

## CHAIN CONTRACT

This skill is part of a daisy chain. The human is the courier.

**CONSUMES (input from previous skill or the human):** position_list_csv_json, capacity_basis
**EMITS (output the human carries to the next skill):** upstream_routes, proposed_positions
**NEXT SKILL(S):** list-builder

### Output format requirements

1. Your analysis output (skill-specific, above)
2. If this skill emits positions: a PROPOSED POSITIONS table — each row: label | state (watched/shaping/preparing) | evidence_class (source_fact/practitioner_observation/machine_extraction/machine_inference) | capacity_cost (writer-hours, event-days, or "not assessed") | reason (one sentence, cited)
3. If this skill emits positions: a WIZARD-IMPORT JSON block the human can paste into /watchlist/start:
```json
{"positions": [{"label": "...", "state": "watched", "evidence_class": "source_fact", "capacity_cost": "...", "reason": "..."}]}
```
4. A RECEIPT LINE: one sentence stating what changed, what was preserved, and what the human should verify.
5. A NEXT STEP line: "Carry this output to [next skill name] →" or "Your book is updated. Run Boss Sentence for the trip screen."

Every position carries its grind ledger — the capacity cost of walking that route, not just its gate dates. A book sized beyond execution capacity is concentration risk. Flag it.

The 6-Step Flow

  1. Copy the SWII AI Prompt (the Constitution): Go to theshapingwindow.com/portfolio-literacy and copy or screenshot the SWII AI Prompt. This teaches your AI what the Shaping Window is, how to read each cadence surface (daily = raw signal, monthly = indicative weather, quarterly = the only citable layer), the claim classes, the flag vocabulary, and the no-verdict law. Same for every skill. This is Layer 1 — the Constitution.
  2. Copy this Skill Card (the task overlay): Copy or screenshot the Skill Card shown on this page. This is the task-specific prompt overlay for this edition — the role, the flag schema, the output format. This is Layer 2 — the task card. It changes per skill; the Constitution does not.
  3. Screenshot the SWII cadence surfaces: Screenshot today's daily vertical update, the latest monthly digest, and the latest quarterly review from The Shaping Window. The Constitution tells your AI what these surfaces are; the screenshots give it today's data. Your AI's training data is blind to today — these screenshots are its eyes. Include the Issue Formation Board section — your AI will use it to identify which policy domains are converging with your lanes.
  4. Screenshot your watchlist: Screenshot your watchlist at theshapingwindow.com/watchlist. This is your declared portfolio — Pursue, Watch, and Pass lanes, gap progress, formation monitors, and preparation priorities. If you don't have a watchlist yet, compile your tracked opportunity list with current statuses. The watchlist IS the tracked list, already structured for the AI.
  5. Upload everything to your AI: Upload the Constitution, the Skill Card, all cadence screenshots, and your watchlist screenshot to the AI of your choice (Claude, ChatGPT, Gemini, or a local model). The Constitution goes first — it sets the behavioral frame. The watchlist screenshot gives the AI your declared portfolio state.
  6. Ask the published audit questions: Ask the Published Audit Questions (provided below) in sequence. Do not skip or paraphrase. Record the raw output for verification.

Published Audit Questions

  1. For each tracked opportunity with a known final deadline: are there published comment windows, RFIs, sources-sought notices, or draft solicitations that precede this deadline? Return each upstream gate with its posted date and closing date.
  2. For each tracked opportunity: are there published industry days, pre-proposal conferences, listening sessions, or stakeholder forums scheduled before the final deadline? Return each with date and registration requirements.
  3. For each tracked opportunity: are there prerequisite gates (registrations, certifications, eligibility determinations, teaming requirements) that must clear before a compliant submission is possible? Return each with its lead time.
  4. For any opportunity where no upstream gates are found: return NO-UPSTREAM-FOUND with the evidence gap noted. A deadline with no visible upstream gates may indicate late discovery, not absence of gates.

The Dare

A deadline is not a strategy. The shaping gates opened before it. The error-rate scoreboard ships with the first quarterly report. You bring the list and the skepticism. Try it and see for yourself.