AI-NATIVE CONSULTING METHODOLOGY SERIES
顧問養成總路線圖Consultant Development Roadmap
上集 Book I → 下集 Book II · 一頁看懂Book I → Book II · one page
上集訓練顧問怎麼想;下集訓練顧問案怎麼跑。
Book I trains how a consultant thinks; Book II trains how an engagement runs.
上下集定位The two books
BOOK I
顧問的自我修煉Consultant Self-Cultivation
顧問怎麼想?How does a consultant think?
- 會議紀錄 → 顧問判斷Meeting notes → consulting judgment
- 找真正痛點、畫對角線Find real pain, draw the diagonal
- 輸入 📥 vs 產出 🧠 的紀律Input 📥 vs output 🧠 discipline
- C1 記錄者 → C5 顧問C1 recorder → C5 advisor
- rubric · Skill · AI 教練rubric · Skill · AI coach
📁 10_Thinking_Framework/
➜
BOOK II
顧問專案導入方法論Consulting Engagement Delivery
顧問案怎麼跑?How does an engagement run?
- 企業 AI 成熟度診斷(01)Enterprise AI maturity assessment (01)
- L1-L5 課程設計(02)L1-L5 course design (02)
- 八階段顧問報告(03)Eight-stage report (03)
- 情境 → 銷售 → 交付驗收(04-06)Scenarios → sales → delivery (04-06)
- 接案生命週期 · 季度回看(06)Engagement lifecycle · quarterly review (06)
📁 00_Overview/ + 01–06
能力階梯 C1–C5(上集練,下集用)Capability ladder C1–C5 (trained in I, used in II)
C1記錄Record
C2整理Organize
C3分析Analyze
C4規劃(一條對角線)Plan (one diagonal)
C5顧問(多對角線)Advise (many diagonals)
顧問需達 C4,才能獨立執行下集的企業 L1-L5 診斷。C 問人,L 問企業。A consultant needs C4 to independently run Book II's enterprise L1-L5 diagnosis. C = person, L = enterprise.
最小連接流程(同一份會議,一條龍)Minimal connecting flow (one meeting, end to end)
[上集] 客戶會議紀錄 → 顧問式摘要 + 對角線 + rubric 自評
↓
[下集] Assessment 診斷 → Consulting Report → Proposal/Sales → Delivery Action → 季度回看
[Book I] Client meeting notes → consulting summary + diagonal + rubric self-score
↓
[Book II] Assessment → Consulting Report → Proposal/Sales → Delivery Action → Quarterly review
該怎麼讀(看你是誰)How to read (by who you are)
| 你是You are | 路線Path |
|---|---|
| 新手顧問New consultant | 先讀上集練判斷 → 再讀下集跑專案Book I to build judgment → Book II to run engagements |
| 主管 / 顧問公司Manager / firm | 先讀下集 Overview 看全貌 → 回頭用上集訓練人Book II Overview first → use Book I to train people |
| 客戶 / CEOClient / CEO | 先讀下集 EXECUTIVE_SUMMARY(一頁)Book II EXECUTIVE_SUMMARY (one page) |
| AI / 自動化AI / automation | 兩集的 Skill 與 Prompt PackBoth books' Skills and Prompt Packs |
作者 Morris (Yeh-Hsing) Lu(盧業興)· affiliation: Tiger AI · ORCID 0009-0006-5373-0586 · Apache License 2.0。誠實揭露:上集為方法論綜合(待小樣本實證),下集案例為 AI-Simulated;皆未宣稱 peer-reviewed。
Author: Morris (Yeh-Hsing) Lu · affiliation: Tiger AI · ORCID 0009-0006-5373-0586 · Apache License 2.0. Honest disclosure: Book I is a methodology synthesis (pending small-sample validation); Book II cases are AI-Simulated; neither claims peer review.