C4B Practice
Browse by Chapter
#94Chapter 08 — Playbooks by Role
I'm building a knowledge base for my consulting practice. Here's a completed client deliverable:

[Paste the deliverable — anonymize client details first]

Extract:
1. **Frameworks used** — Any analytical framework, assessment model, or structured approach used in this deliverable. Name it, describe it in one paragraph, and note where in the document it appears.
2. **Methodology** — The step-by-step approach taken. What was the research method? What data was collected? How was it analyzed?
3. **Reusable templates** — Any structure (table, matrix, scorecard, checklist) that could be reused for a different client in a different industry.
4. **Key insights** — Client-agnostic findings that apply beyond this specific engagement. What did you learn about the PROBLEM TYPE, not just the client?
5. **Data sources** — What external sources were referenced? Are they still current?

Format this as a knowledge base entry I can search later. Use clear headers, tags (e.g., #strategy #competitive-analysis #healthcare), and cross-references to related concepts.

Important: This must be fully anonymized. Replace all client names with "[Client]", specific revenue figures with "[Revenue figure]", and any identifying details with generic placeholders.
Claude for Business
Claude for Business

These prompts are excerpts from the book. Get the full collection with explanations and use cases.

Get the Book