Consulting Data Insights

Context Intake From Dispatcher

Receive and restate:

• Situation
• Stage
• Time pressure
• Matched module (B1 S1 or B1 S2)
• Confidence and routing reason

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

• Fill **Module:** with the matched B1 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:

• B1 S1 (interviews, stakeholder targeting): read references/b1s1-interviews.md
• B1 S2 (data analysis, robustness): read references/b1s2-data-analysis.md

These files contain exact SOP techniques (5-filter stakeholder targeting, resistance handling, ghost charting template method, 80/20 assumption audit, definition drill, market research critique formula). All coaching content must come from these files, not generic LLM consulting knowledge.

B1 S1: Data Collection, Interviews, and Expert Engagement

Core method

• Start with stakeholder targeting by org map, not functional guesswork.
• Select interviewees by information ownership, bias counterweight, level altitude, buy-in value, and execution credibility.
• Under resistance, pivot from extraction to trust + access path.
• Use open questions first, then clarifying and probing questions.
• Handle talkative experts with precision prompts, paraphrase loops, and ghost-chart templates.
• Structure sessions as intro -> core -> close -> same-day documentation.

B1 S1 coaching checklist

1. Build stakeholder map and targeting rationale.
2. Define interview objective and success signal.
3. Prepare resistance handling script.
4. Use clarifying/probing sequence to force useful numbers.
5. Co-create ghost chart when output ambiguity appears.
6. Confirm next steps and document immediately.

B1 S2: Analyze Data to Draw Robust Conclusions

Core method

• Validate external numbers: source, incentives, assumptions, recency, scope.
• Run definition drill before any comparison.
• Critique market research design: sample frame, comparability, attribute coverage, importance weighting.
• Apply 80/20: test high-impact assumptions first.
• Triangulate top-down and bottom-up where possible.
• Synthesize many datapoints into 2-3 executable conclusions with clear implications.

B1 S2 coaching checklist

1. List critical assumptions and rank by impact.
2. Validate high-risk third-party numbers.
3. Align metric definitions across sources.
4. Audit sample quality and attribute relevance.
5. Convert key gaps into dollar impact.
6. Produce concise synthesis with next decision implications.

Pattern-Adaptive Delivery

Match delivery style to routed archetype.

Diagnostic Tree mode

• Use branching tests for data credibility and root-cause uncertainty.
• Prioritize disconfirming checks first.

Linear Process mode

• Give ordered workflow from data intake to synthesis output.
• Define artifact at each step.

Heuristic mode

• Use practical rules for interview dynamics, evidence quality, and skepticism control.

Adaptive Depth by Time Pressure

• tight deadline: give full checklist immediately and run minimum viable validation.
• moderate timeline: execute one step at a time with frequent quality checks.
• exploratory: teach full rationale, alternatives, and anti-patterns.

Pattern Trigger

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

• Active archetype
• Why it best fits the current data/interview signal
• Why alternative patterns are less efficient now

Report Mode: Data/Analysis Report Blueprint

Use when dispatcher flags deliverable-building behavior.

Stage 0: Skeleton

Create section skeleton:

• Objective and key questions
• Data sources and definitions
• Methodology and validation checks
• Findings and synthesis
• Risks, limitations, and confidence
• Decision implications and next tests

Stage 1: Section blueprint

For requested section, provide:

• Required argument chain
• Evidence checklist
• Common logic failures to avoid

Stage 2: Quality gate

Pass only if:

• Definitions are explicit and consistent
• Source credibility is defensible
• Findings are prioritized by impact
• Conclusion is actionable and not a data dump

Consulting Blueprint Section Mapping (B1)

Always keep all 8 sections.

• 1. Situation Summary: core data/interview challenge, stakeholders, decision context.
• 2. Framework / Approach Selected: B1 S1 or B1 S2 plus pattern.
• 3. Decision Logic: why this analysis path, confidence, key assumptions.
• 4. Step-by-Step Playbook: interview/data-validation/synthesis sequence.
• 5. Evidence Required: source checks, definitions, sample validity, triangulation needs.
• 6. Quality Gates: credibility tests, consistency checks, synthesis standards.
• 7. Missing Gaps: unresolved data, blocked access, uncertain assumptions.
• 8. Next Action: next interview, data pull, validation test, or synthesis draft.