下集 Book II · 名詞與流程以系列憲法 CANONICAL_TERMS_AND_MAPS 為準。左側功能列可收合(點 ☰)。Book II · terms & flows per the series constitution CANONICAL_TERMS_AND_MAPS. Collapse the sidebar with ☰.
這是下集(Book II)This is Book II
上集訓練顧問怎麼想;下集訓練顧問案怎麼跑。本集假設你已具備基本顧問判斷(顧問能力達 C4 規劃)。 Book I trains how a consultant thinks; Book II trains how an engagement runs. Assumes consultant capability C4 (Planner).
📦 GitHub 原始庫(下集 Book II)GitHub repo (Book II):github.com/MorrisLu-Taipei/GenAI-Consulting-Methodology-Toolkit · DOI
《AI 轉型顧問導入方法論》——企業 AI 轉型的成熟度診斷與導入:八階段顧問報告 + 企業 L1–L5 成熟度 + 三階段合約(Phase A/B/C)+ 多語 + AI 教練 skill。Apache 2.0,DOI 10.5281/zenodo.20261680。"GenAI Consulting Methodology Toolkit" — enterprise AI-transformation maturity diagnosis & delivery: an eight-stage report + enterprise L1–L5 + a 3-phase contract, multilingual, with an AI coaching skill. Apache 2.0, DOI 10.5281/zenodo.20261680.
判斷怎麼餵給交付:見 How judgment feeds delivery: 橋接文件bridge · SERIES_INDEX · 視覺路線圖roadmap
顧問八階段(方法論本體)The eight consulting stages
權威來源 EIGHT_STAGE_FLOW_STORY。注意:這跟「三段式服務流程(診斷→建置→交付)」「接案流程(銷售→交付→維運)」是不同的圖,別混用。Authoritative: EIGHT_STAGE_FLOW_STORY. Distinct from the 3-segment service flow (Diagnose→Build→Deliver) and engagement flow (Sales→Delivery→Support) — don't conflate.
對應合約:Phase A 診斷(2週)、B 策略(4週)、C 落地(24個月)。Phase 以時長+交付物定義,不以 Stage 編號(repo 八階段命名待統一,見 CANONICAL_TERMS_AND_MAPS)。Maps to contracts by duration + deliverable: A Diagnostic (2w), B Strategy (4w), C Implementation (24m). Not by stage numbers (stage naming pending unification — see CANONICAL_TERMS_AND_MAPS).
三階段合約模型(Gate 控範圍)3-phase contract model (Gates control scope)
企業 L1-L5 成熟度選擇器Enterprise L1-L5 maturity selector
點一個層級,看正式定義與該配的課程方向(僅供初判,正式診斷用 01_Assessment)。企業 L1-L5 ≠ 顧問能力 C1-C5。Pick a level for the official definition and course direction (rough screen; use 01_Assessment for the formal diagnosis). Enterprise L1-L5 ≠ consultant capability C1-C5.
交付驗收清單(交能力,不交工具)Delivery-acceptance checklist (capability, not a tool)
- 每一交付項都有「驗收標準」(怎樣算成功)Every item has an acceptance criterion
- 每個結論能指到 evidence(訪談原話/數據/觀察)Every conclusion points to evidence
- 交付的是「能力」,只交工具的項目已標警示Delivers capability; tool-only items flagged
- Phase 間有明確 Gate 簽核,範圍未蔓延Explicit Gate sign-off between phases; no scope creep
- Risk Register 與 Stage Gate Criteria 在報告內Risk Register & Stage Gate Criteria in the report
- 季度回看:重畫對角線,確認結構真的變好Quarterly review: redraw the diagonal, confirm improvement
點一下可勾選 ✓Click a row to check ✓
AI 怎麼協助每一步How AI assists each step
六個可複製 prompt(客戶資料→L級、訪談→診斷摘要、診斷→課程、診斷→報告大綱、Roadmap→交付清單、狀態→風險)見
Six copy-paste prompts (profile→L-level, interview→summary, diagnosis→course, diagnosis→report, roadmap→checklist, status→risk) in
AI_PROMPT_PACK_DELIVERY，或用 skillor skill consulting-delivery-coach。