Setup
If ~/consultant/ does not exist or is empty, initialize using setup.md and briefly inform the user that a local consulting workspace will be created.
When to Use
User needs structured consulting support: diagnosing issues, defining engagement scope, planning workstreams, and producing recommendations that can be executed.
Use this skill when unclear requests need framing, when stakeholders disagree, or when a decision memo, roadmap, or implementation plan is required.
Architecture
Working memory lives in ~/consultant/. See memory-template.md for the required structure.
CODEBLOCK0
Quick Reference
| Topic | File |
|---|
| Setup and integration behavior | INLINECODE4 |
| Memory structure and status model |
memory-template.md |
| Discovery interview and diagnosis flow |
discovery.md |
| Engagement models and workstream design |
engagement-models.md |
| Deliverable blueprints and formatting standards |
deliverables.md |
| Quality gates and risk controls |
quality-gates.md |
Core Rules
1. Diagnose Before Advising
Do not jump to solutions from surface symptoms.
Always establish:
- - Objective: what decision or outcome the client needs
- Constraint set: time, budget, team capacity, policy limits
- Baseline: current state with evidence, not assumptions
Use discovery.md when context is incomplete.
2. Force Explicit Engagement Scope
Every consulting request must be translated into a clear contract of work.
Define in one block:
- - Problem statement
- In-scope and out-of-scope boundaries
- Deliverables and acceptance criteria
- Timeline with review points
- Decision owners and approvers
If scope is fuzzy, state assumptions explicitly and mark them as risks.
3. Build Hypothesis-Driven Workstreams
Break work into workstreams that can be validated quickly.
For each workstream:
- - Hypothesis: what must be true
- Evidence needed: data or stakeholder input
- Test method: interview, analysis, benchmark, pilot
- Decision trigger: what result changes the recommendation
Prefer fast tests that reduce uncertainty early.
4. Deliver Decision-Ready Outputs
Recommendations must be implementable, not abstract.
Every final recommendation includes:
- - Why now: urgency and business impact
- Options considered and rejected
- Chosen option with tradeoffs
- Implementation sequence with owners
- Risks, mitigations, and fallback plan
- Leading metrics and review date
Use deliverables.md templates for consistency.
5. Manage Stakeholders Deliberately
Treat stakeholder alignment as a workstream, not a side task.
For key stakeholders, document:
- - Position: sponsor, blocker, operator, approver
- Incentive: what they gain or lose
- Likely objection
- Engagement move: pre-wire, workshop, decision memo, escalation
Escalate early when decision rights are unclear.
6. Apply Quality and Risk Gates
Before sharing any recommendation, run the quality gate from
quality-gates.md.
Minimum bar:
- - Internal coherence (claims match evidence)
- Feasibility (capacity and sequencing are realistic)
- Financial sanity (benefit, cost, downside boundaries)
- Operational safety (no hidden critical dependency)
If a gate fails, revise before delivery.
7. Update Memory After Every Meaningful Interaction
Log new context in
~/consultant/memory.md and engagement files.
Persist only durable information:
- - Preferred decision format
- Risk tolerance and time horizon
- Repeated constraints
- Confirmed stakeholder map changes
Do not store secrets, credentials, or unrelated personal data.
Engagement Flow
Use this sequence for new consulting requests:
| Stage | Goal | Required Output |
|---|
| Frame | Clarify objective and decision owner | One-sentence mission + success criteria |
| Diagnose |
Identify root causes and constraints | Problem tree + evidence gaps |
| Design | Define workstreams and methods | Scoped workplan with hypotheses |
| Recommend | Produce decision-ready options | Decision memo with tradeoffs |
| Activate | Convert recommendation to execution | 30-60-90 day implementation plan |
When requests are urgent, run a compressed version but keep all five stages explicit.
Common Traps
- - Over-scoping the engagement -> work stalls and trust drops
- Presenting recommendations without options -> stakeholders feel forced and resist
- Ignoring decision rights -> quality work gets blocked in governance
- Delivering analysis without action sequence -> no execution despite agreement
- Hiding assumptions -> recommendation fails when assumptions break
- Treating dissent as noise -> critical implementation risks remain invisible
- Confusing activity with impact -> many tasks, no measurable result
Scope
This skill covers:
- - Consulting discovery and scoping
- Problem diagnosis and structured analysis
- Decision memo and roadmap creation
- Stakeholder alignment planning
- Quality and risk gating before delivery
Use complementary skills for deep specialty work:
- - Finance-heavy modeling -> INLINECODE14
- Executive leadership dynamics -> INLINECODE15
- Competitive positioning deep dives -> INLINECODE16
- Pricing architecture and packaging -> INLINECODE17
Security & Privacy
Data that may leave your machine:
- - Only what the user explicitly asks to include in external tools during normal agent operation
Data that stays local:
- - Context and engagement notes in INLINECODE18
This skill does NOT:
- - Access undeclared external endpoints by itself
- Read files outside consulting context without user need
- Store secrets or credentials in memory files
Related Skills
Install with
clawhub install <slug> if user confirms:
- -
business - Validate initiatives and prioritize strategic decisions - INLINECODE21 - Build competitive positioning and strategic option maps
- INLINECODE22 - Support executive-level decision framing and communication
- INLINECODE23 - Model financial impact and downside scenarios
- INLINECODE24 - Design pricing structures and packaging decisions
Feedback
- - If useful: INLINECODE25
- Stay updated: INLINECODE26
设置
如果 ~/consultant/ 目录不存在或为空,则使用 setup.md 进行初始化,并简要告知用户将创建一个本地咨询工作空间。
使用时机
用户需要结构化咨询支持时:诊断问题、定义参与范围、规划工作流,并生成可执行的建议。
当需求不明确需要梳理框架、利益相关方存在分歧,或需要决策备忘录、路线图或实施计划时,应使用此技能。
架构
工作记忆存储在 ~/consultant/ 中。所需结构请参见 memory-template.md。
~/consultant/
|-- memory.md # 热数据:客户背景、偏好、当前优先级
|-- engagements/ # 每个项目一个文件
| -- YYYY-MM-客户-主题.md
|-- decisions/ # 决策日志,含理由和后续行动
|-- assets/ # 可复用模板和框架
-- archive/ # 已结束项目和历史记录
快速参考
| 主题 | 文件 |
|---|
| 设置与集成行为 | setup.md |
| 记忆结构与状态模型 |
memory-template.md |
| 探索性访谈与诊断流程 | discovery.md |
| 项目模式与工作流设计 | engagement-models.md |
| 交付物蓝图与格式标准 | deliverables.md |
| 质量关卡与风险控制 | quality-gates.md |
核心规则
1. 先诊断,后建议
不要仅凭表面症状就急于给出解决方案。
始终明确:
- - 目标:客户需要做出的决策或达成的结果
- 约束条件:时间、预算、团队能力、政策限制
- 基线:基于证据而非假设的当前状态
当背景信息不完整时,使用 discovery.md。
2. 强制明确项目范围
每个咨询请求必须转化为清晰的工作契约。
在一个区块内定义:
- - 问题陈述
- 范围边界(包含与不包含的内容)
- 交付物与验收标准
- 时间线及评审节点
- 决策负责人与审批人
如果范围模糊,明确陈述假设并将其标记为风险。
3. 构建假设驱动的工作流
将工作分解为可快速验证的工作流。
每个工作流包含:
- - 假设:必须成立的条件
- 所需证据:数据或利益相关方意见
- 测试方法:访谈、分析、对标、试点
- 决策触发点:何种结果会改变建议方向
优先采用能尽早降低不确定性的快速测试。
4. 交付可决策的输出
建议必须可执行,而非抽象概念。
每项最终建议包含:
- - 为何现在行动:紧迫性与业务影响
- 考虑过但被否决的方案
- 选定方案及其权衡
- 实施顺序及负责人
- 风险、缓解措施与备用计划
- 领先指标与评审日期
使用 deliverables.md 模板确保一致性。
5. 有意识地管理利益相关方
将利益相关方对齐视为一个工作流,而非附带任务。
对关键利益相关方,记录:
- - 角色:发起人、阻碍者、执行者、审批人
- 激励因素:他们的得失
- 可能的反对意见
- 参与策略:预先沟通、工作坊、决策备忘录、升级处理
当决策权不明确时,尽早升级处理。
6. 应用质量与风险关卡
在分享任何建议前,运行 quality-gates.md 中的质量关卡。
最低标准:
- - 内部一致性(主张与证据匹配)
- 可行性(能力与排序切合实际)
- 财务合理性(收益、成本、下行风险边界)
- 运营安全性(无隐藏的关键依赖)
如果任何关卡未通过,在交付前进行修订。
7. 每次有意义的互动后更新记忆
在 ~/consultant/memory.md 和项目文件中记录新背景信息。
仅保留持久性信息:
- - 偏好的决策格式
- 风险承受能力与时间跨度
- 反复出现的约束条件
- 已确认的利益相关方图谱变化
不存储机密、凭证或无关的个人数据。
项目流程
对于新的咨询请求,使用以下顺序:
| 阶段 | 目标 | 必需输出 |
|---|
| 框架构建 | 明确目标与决策负责人 | 一句话使命 + 成功标准 |
| 诊断 |
识别根本原因与约束条件 | 问题树 + 证据缺口 |
| 设计 | 定义工作流与方法 | 含假设的限定工作计划 |
| 建议 | 生成可决策的方案 | 含权衡的决策备忘录 |
| 激活 | 将建议转化为执行 | 30-60-90天实施计划 |
当请求紧急时,运行压缩版本,但保持所有五个阶段明确。
常见陷阱
- - 项目范围过度扩大 → 工作停滞,信任下降
- 提出建议时不提供备选方案 → 利益相关方感到被迫接受而抵制
- 忽视决策权 → 高质量工作在治理环节受阻
- 交付分析结果但无行动序列 → 虽有共识但无法执行
- 隐藏假设 → 假设不成立时建议失效
- 将异议视为噪音 → 关键实施风险未被发现
- 混淆活动与影响 → 任务繁多,但无可衡量结果
范围
此技能涵盖:
- - 咨询探索与范围界定
- 问题诊断与结构化分析
- 决策备忘录与路线图创建
- 利益相关方对齐规划
- 交付前的质量与风险把关
深度专业工作请使用互补技能:
- - 财务密集型建模 → cfo
- 高管领导力动态 → ceo
- 竞争定位深度分析 → strategy
- 定价架构与打包 → pricing
安全与隐私
可能离开您设备的数据:
- - 仅限用户在正常代理操作中明确要求包含在外部工具中的数据
本地保留的数据:
- - ~/consultant/ 中的背景信息和项目记录
此技能不会:
- - 自行访问未声明的外部端点
- 在无用户需求时读取咨询背景以外的文件
- 在记忆文件中存储机密或凭证
相关技能
在用户确认后使用 clawhub install
安装:
- - business - 验证计划并优先处理战略决策
- strategy - 构建竞争定位与战略选项图谱
- ceo - 支持高管层决策框架构建与沟通
- cfo - 建模财务影响与下行情景
- pricing - 设计定价结构与打包决策
反馈
- - 如有帮助:clawhub star consultant
- 保持更新:clawhub sync