Claude Skills

Builds consulting pricing models, rate cards, engagement economics, and commercial terms. Use when structuring fees (fixed, time and materials, value-based, retainer, outcome-based, or hybrid), building or defending a rate card, modeling margins and team leverage, setting payment schedules and liability caps, planning discount and negotiation strategy, or drafting the commercial sections of a proposal or SOW. Covers model-selection logic, fully loaded cost buildup, realization, and value-case construction.

Due Diligence

Conducts commercial, operational, financial, strategic, and technology due diligence for M&A, investment, partnership, and vendor decisions, from scoping through risk synthesis to a proceed/no-proceed recommendation. Use when assessing an acquisition target, running a quality-of-earnings analysis, normalizing working capital, testing revenue quality and customer concentration, reviewing a tech stack and IP, quantifying synergies, or planning post-merger integration. Triggers on keywords like due diligence, QoE, data room, red flags, synergy, deal risk, and investment recommendation.

Engagement Setup

Runs the first weeks of a consulting engagement, from signed contract to a project with real momentum. Covers kickoff design, stakeholder mapping, discovery planning, interview guides, and the operating cadences that hold the work together. Use when launching a new engagement, onboarding a client, designing a kickoff workshop, building a discovery plan or interview guide, standing up workstreams, or resetting a stalled project that never got proper alignment.

Client Deliverables

Produces consulting-grade client deliverables (written reports and executive presentations) built on structured narrative (SCQA/SCR), the pyramid principle, action-titled sections, and evidence-backed recommendations. Use when creating strategic assessments, board decks, due diligence reports, PE investment committee (IC) memos, steering committee updates, recommendation documents, or any formal analysis that must drive an executive decision. Covers storylining, audience adaptation, exhibit design, and the choice between a document and a deck.

16k tokens

Management Consulting

Consulting engagement lifecycle in one skill: strategy and framework analysis, financial modeling, proposals and pricing, implementation planning, due diligence, change management, governance, and client deliverables. Use for any management-consulting task, then load the matching reference file below.

1k tokens

Implementation Planning

Translates a strategic recommendation into an investable, executable plan through option development, business case construction, roadmap design, and detailed implementation planning. Use when a recommendation exists and the work is to make it real: generating and scoring structurally different options, building financial projections with NPV and sensitivity analysis, sequencing phased roadmaps with dependencies, and defining workstreams, governance, RACI, and resourcing. Covers the full arc from "we have a recommendation" to "here is exactly how we execute it.

Financial Modeling

Builds financial models and business cases (ROI, NPV, IRR, payback, DCF valuation, scenario analysis, TCO, break-even) that support a specific investment decision. Use when developing an investment recommendation, comparing strategic options, quantifying the value of an initiative, building a go/no-go business case, running cost-benefit analysis, sizing total cost of ownership for build-vs-buy, or valuing a business unit. Covers standard workflows (ROI, cash flow projection, break-even, DCF) and advanced techniques (EVA, MIRR, real options, Monte Carlo, discount rate selection, AI and technology investment patterns).

Change Management

Designs and runs organizational change programs: transformation planning, stakeholder engagement, resistance management, communication strategy, training design, and adoption measurement. Use when planning or delivering any organizational change (digital transformation, AI adoption, merger integration, culture shift, new operating model, ERP or system rollout) and when the ask is a change approach, stakeholder map, resistance playbook, communication plan, champion network, or adoption scorecard. Diagnoses where adoption stalls and prescribes the intervention rather than issuing generic advice.

Project Closeout

Executes consulting engagement closeout: deliverable handover, client acceptance sign-off, knowledge transfer, benefits tracking handover, lessons learned, financial reconciliation, and administrative wrap-up. Use when completing or terminating a consulting engagement, transitioning a project into business-as-usual, running a closure retrospective, handing benefits measurement to the client, or planning stakeholder transition before the team departs. Covers successful completion, early termination, and regulated-industry closeout requirements.

Process Excellence

Applies Lean Six Sigma to diagnose, redesign, and control business processes using the full DMAIC cycle (Define, Measure, Analyze, Improve, Control). Use when a process runs too slow, too costly, or too error-prone and someone needs a defensible root-cause analysis and improvement plan. Covers value stream mapping, SIPOC scoping, process mining from event logs, TIMWOODS waste identification, root cause analysis (5 Whys, fishbone, Pareto), statistical process control, and the financial case for change. Triggers on operational efficiency, cycle-time reduction, defect reduction, throughput, bottlenecks, and process standardization work.

4k tokens

Project Governance

Set up and run the oversight structure for a consulting engagement: governance tiering, RACI and decision rights, steering committee cadence, stage gates, RAG status reporting, risk and issue registers, and closure handback. Use when standing up engagement governance, defining who decides what, right-sizing a PMO, building a risk register, writing a steering committee status report, or scoring and tracking project health. Covers the management lifecycle from charter sign-off through closure. For the delivery plan itself (workstreams, phasing, business case), see implementation-planning.

Org Design

Designs organizational structures, operating models, role architectures, and transition plans that connect structure to strategy. Use when restructuring a business or function, choosing an operating model (functional, divisional, matrix, agile), defining reporting lines and spans of control, building job families and grading frameworks, allocating decision rights, or sequencing a reorganization and its change management. Covers strategic requirements, current-state diagnosis, future-state design, role definition, transition planning, and governance.

4k tokens

Proposal Development

Develops consulting proposals and runs the business development pursuit lifecycle from opportunity assessment through oral defense. Use when analyzing an RFP, deciding go/no-go on a pursuit, writing a proposal or executive summary, drafting a Statement of Work, building a pitch deck, articulating a value proposition, or developing win themes and competitive positioning for a client bid. Covers RFP scoring, evaluation-criteria breakdown, SOW scope and commercial terms, and outcome-led proposal structure. Front-loads RFP analysis and proposal writing, the two most common entry points.

Strategic Analysis

Structure complex business problems with hypothesis-driven MECE decomposition and named strategic frameworks (Five Forces, PESTLE, SWOT, 7S, VRIO, Balanced Scorecard, Ansoff, Growth-Share Matrix, Nine-Box, Three Horizons, Value Chain, Business Model Canvas, Strategy Canvas, Platform Strategy). Use when framing an ambiguous question, building issue trees, writing testable hypotheses, designing an analytical workplan, or running framework-based analysis for competitive positioning, market entry, growth strategy, organizational alignment, or portfolio allocation. For broad or high-stakes questions, apply two or more frameworks and synthesize across them. For narrow questions, one framework applied rigorously beats two applied superficially.

Thought Leadership

Develops thought leadership content: points of view, white papers, case studies, industry briefs, and research reports. Use when building credibility through published content, creating assets for business development, turning anonymized engagement patterns into reusable insight, or positioning a practice as a trusted authority on a topic. Covers the full arc from thesis through research, structuring, drafting, and quality review. Keywords: point of view, POV, white paper, case study, industry brief, research report.

Workshop Facilitation

Design and facilitate consulting workshops: strategy offsites, design thinking sessions, innovation sprints, and discovery workshops. Use when planning client-facing facilitated sessions, running stakeholder alignment or prioritization exercises, designing working sessions for strategy development, or building facilitation guides and pre-work. Covers objective-setting, participant planning, methodology selection, agenda design, facilitation technique, and post-workshop follow-through.

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