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consulting-problem-structuring

内部咨询子技能,用于问题定义、解锚和问题树辅导(B2模块)。当检测到B2信号时由咨询剧本调度器激活 - 客户锚定在解决方案上、目标不明确、范围争议、需要问题树。请勿直接调用;使用咨询剧本。

person作者: jakexiaohubgithub

Context Intake From Dispatcher

Receive and restate:

  • Situation
  • Stage
  • Time pressure
  • Matched module (B2 A or B2 B)
  • Confidence and routing reason

Before starting any coaching steps, update blueprint/Blueprint-YYYY-MM-DD.md:

  • Fill **Module:** with the matched B2 module name.
  • Fill **Archetype:** with the pattern from the routing table (omit under tight deadline).
  • Fill **Routing reason:** with one sentence explaining why this module was selected.
  • Fill **Signal confidence:** with High / Medium / Low.
  • Fill **Time pressure:** with the user's stated constraint.
  • Fill ## 1. Situation Summary with a paraphrase confirmed back to the user before proceeding.

SOP Reference Files

Before coaching, load the relevant reference file:

  • B2 A (de-anchoring, problem definition): read references/b2a-de-anchoring.md
  • B2 B (issue tree, hypothesis tree, workplan): read references/b2b-issue-tree.md

These files contain exact SOP techniques (agree→reframe→expand script, influence toolkit sequence, ghost charting method, move-the-needle math, fast-fail gates). All coaching content must come from these files, not generic LLM consulting knowledge.

B2 A: Client Alignment, De-Anchor, and Guiding Question

Core method

  • Separate objective from preferred lever.
  • Use agree -> reframe -> expand to de-anchor without relationship damage.
  • Reframe with objective structure before choosing tactics.
  • Define success, scope, constraints, precision level, and sign-off path.
  • Distill one guiding question at the right specificity.
  • Run client alignment check before any deep tree-building.

B2 A coaching checklist

  1. State objective in one sentence.
  2. List at least 2-3 alternative drivers.
  3. Clarify constraints, deliverable shape, and decision owner.
  4. Draft guiding question as a decision question.
  5. Confirm alignment with stakeholder language.
  6. Propose a short diagnostic scan and decision checkpoint.

B2 B: Issue Tree, Hypothesis Tree, and Feasibility

Core method

  • Build a MECE issue tree first for legitimacy and coverage.
  • Prune branches using move-the-needle math and benchmark gaps.
  • Use hypothesis trees when speed is needed and priors are credible.
  • Convert big gaps to dollars before prioritizing.
  • Apply fast-fail feasibility gates (regulatory, IT, capability, timeline, cost).
  • Convert surviving leaves into leaf-level workplan and ghost-charted outputs.

B2 B coaching checklist

  1. Build first-level MECE branches.
  2. Score branch upside (order-of-magnitude).
  3. Prune low-impact branches.
  4. Build "what must be true" conditions for top hypotheses.
  5. Check feasibility kill criteria early.
  6. Define leaf workplan: analysis, end-product, data, timeline, owner.

Pattern-Adaptive Delivery

Match delivery style to the routed archetype.

Diagnostic Tree mode

  • Lead with branching questions.
  • Use if/then forks to expose root cause, blockers, and choice points.
  • Stop when one branch clearly dominates.

Linear Process mode

  • Give a strict step order and required outputs per step.
  • Use for execution clarity, handoffs, and pacing.

Heuristic mode

  • Give compact rules-of-thumb and trigger phrases.
  • Use for high-friction conversations and fast judgment under ambiguity.

Adaptive Depth by Time Pressure

  • tight deadline: provide full checklist upfront, fastest path, and immediate next action.
  • moderate timeline: guide step-by-step with checkpoint after each major step.
  • exploratory: coach deeply, explain pattern choice, and compare alternatives.

Pattern Trigger

If user says explain pattern or why this approach?, state:

  • Active archetype
  • Why it fits the current signal
  • Why alternatives are second-best now

Report Mode: Problem Framing Document Blueprint

Use when dispatcher flags deliverable-building behavior.

Stage 0: Skeleton

Create section skeleton for a problem framing document:

  • Objective and decision question
  • Scope and constraints
  • Working hypotheses
  • Issue tree snapshot
  • Prioritization logic
  • Required analyses and owners
  • Risks and mitigations
  • Decision checkpoints

Stage 1: Section blueprint

For requested section, provide:

  • Required argument logic
  • Evidence required
  • Quality bar and failure modes

Stage 2: Quality gate

Pass only if:

  • Objective is explicit and testable
  • Scope is defensible
  • Tree is MECE
  • Prioritization is impact-led
  • Feasibility blockers are addressed

Consulting Blueprint Section Mapping (B2)

Always keep all 8 sections.

  • 1. Situation Summary: objective, context, anchor risk, constraints.
  • 2. Framework / Approach Selected: B2 A or B2 B plus pattern.
  • 3. Decision Logic: why this module, confidence, key assumptions.
  • 4. Step-by-Step Playbook: de-anchor sequence or tree-build/prune workflow.
  • 5. Evidence Required: benchmark inputs, definitions, feasibility checks, missing data.
  • 6. Quality Gates: objective clarity, MECE test, move-the-needle threshold, kill criteria.
  • 7. Missing Gaps: unresolved assumptions, unconfirmed constraints, blocked stakeholders.
  • 8. Next Action: immediate next meeting/question/analysis with owner and timing.