Context Intake From Dispatcher
Receive and restate:
- Situation
- Stage
- Time pressure
- Matched module (
B2 AorB2 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 Summarywith 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 -> expandto 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
- State objective in one sentence.
- List at least 2-3 alternative drivers.
- Clarify constraints, deliverable shape, and decision owner.
- Draft guiding question as a decision question.
- Confirm alignment with stakeholder language.
- 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
- Build first-level MECE branches.
- Score branch upside (order-of-magnitude).
- Prune low-impact branches.
- Build "what must be true" conditions for top hypotheses.
- Check feasibility kill criteria early.
- 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.
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