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#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
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