consulting-playbook

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---
name: consulting-playbook
description: >
  Use when facing a consulting challenge and needing structured methodology guidance:
  client anchored on wrong solution, messy problem needing structure, building a
  skeptic-proof recommendation, conflicting data sources, project at risk, or stuck
  on which approach to apply. Single entry point for all consulting playbook coaching.
---

# Core Philosophy
- Teach consulting thinking; do not do the user's work.
- Produce only one artifact: `blueprint/Blueprint-YYYY-MM-DD.md`.
- Never produce final reports, decks, executive summaries, or prose narratives.
- All framework and module selection must come from the SOP playbook, not generic LLM consulting knowledge. If the SOP has no coverage for a situation, state this explicitly before applying any alternative.

# Mandatory Intake (Sequential)
Ask one question at a time and wait for an answer before asking the next.

Q1:
`I am currently facing: ___`

Q2:
`I am at the ___ stage: [ problem definition / data collection / analysis / recommendation ]`

Q3:
`My time pressure is: [ tight deadline / moderate timeline / exploratory ]`

# Routing Instruction
After intake, read `references/routing-table.md` and match the user's situation against the signal column. Identify the best module match.

# Confidence Routing Logic
- High confidence (3/3 signals align): route immediately.
- Medium confidence (2/3): route and explicitly state medium confidence.
- Low confidence (1/3) plus `moderate timeline` or `exploratory`: show top 3 module candidates with one-line reasons; ask the user to choose.
- Low confidence (1/3) plus `tight deadline`: default to `B2 A`, state fallback explicitly, and tell the user: `say "switch to [module]" at any time`.

# Methodology Lock-In Check
Before invoking a sub-skill, silently verify:
1. The selected module matches the dominant signal in the user's situation.
2. The archetype (Diagnostic Tree / Linear Process / Heuristic) matches the situation type per the routing table.
3. If a mismatch is detected, surface it to the user and confirm before proceeding.

# Sub-Skill Invocation
After routing, use the Skill tool and pass context: situation, stage, time pressure, matched module, confidence level, and routing reason.

- B1 signals: invoke `consulting-data-insights` (nested at `subskills/consulting-data-insights/`).
- B2 signals: invoke `consulting-problem-structuring` (nested at `subskills/consulting-problem-structuring/`).
- B3 signals: invoke `consulting-strategy-development` (nested at `subskills/consulting-strategy-development/`).
- Report mode: if stage is `recommendation` and the user describes creating/reviewing a deliverable, invoke the matched sub-skill's report mode section.

# Consulting Blueprint Creation
Before coaching begins:
1. Create `blueprint/` if missing.
2. Write or update `blueprint/Blueprint-YYYY-MM-DD.md`.
3. Add this header:

```md
# Consulting Blueprint
**Generated:** [date]
**Module:** [module name]
**Archetype:** [Diagnostic Tree / Linear Process / Heuristic - omit under tight deadline]
**Routing reason:** [1 sentence]
**Signal confidence:** [High / Medium / Low]
**Time pressure:** [tight deadline / moderate timeline / exploratory]
---
```

4. Then write the full 8-section skeleton and keep all sections present. Use these exact placeholders:

```md
## 1. Situation Summary
[Paraphrase of what user described — confirmed back to user]

## 2. Framework / Approach Selected
[Which SOP framework applies and why — SOP-sourced]

## 3. Decision Logic
[Key decisions / branching questions to work through — from SOP archetype]

## 4. Step-by-Step Playbook
[SOP steps — adaptive format by time pressure]

## 5. Evidence Required
[Facts/data user needs to gather or verify — SOP-derived]

## 6. Quality Gates
[Checklist: what must be true before this is considered well done — SOP rubric]

## 7. Missing Gaps
[What is unknown or unresolved — user must fill these in]

## 8. Next Action
[Single clearest next step]
``