Use AI on client work without losing what makes you valuable. The guide explains the method, the files give you the tools. It's all free, as a PDF plus templates you fill in.
21 prompts organized around the moments of your week, the workshop playbook, a chapter for each level, your engagement workspace and your meeting-minutes assistant, a decision memo case study, the seven mistakes in an AI draft, and the checklist before you hit send. Clickable table of contents.
Five tabs: work log, feedback received, skills in progress, direction and gaps, people. Ten minutes a week.
Sections that separate a decision from a direction still to be approved, the "What I recommend" line, and a complete example in the appendix.
The one-page plan, the twelve-week calendar, weekly tracking and checkpoints.
Every prompt as text you can copy in one click, plus the instructions for your meeting-minutes assistant. The PDF explains, the page gets the work done.
Every prompt is ready to copy: replace the brackets with your context, keep the constraints.
Turn these tasks into impact statements using the Situation, Contribution, Result formula. Stay factual and don't exaggerate. If the result isn't documented, write "result to be documented" instead of making one up. Tasks: [list]. Context: [the problem these tasks helped solve].
The other eleven are in the Starter Pack: the workshop playbook, the Friday file, Claude and ChatGPT beyond the chat box, and one prompt for each level. All of them were written and tested on real consulting engagements; any time savings mentioned are rough estimates from experience.
The prompt doesn't change with your level. What changes is what you hand off to AI, and what you keep for yourself.
Learn rigorously, without faking it. An engagement tutor, and one rule: nothing goes out unless you can explain it without the screen.
Move fast without losing your voice. The tough reviewer, who asks the five questions your deliverable doesn't answer.
Make the call, read between the lines. Three scenarios, what has to be true for each one to hold, and a decision that stays yours.
Set direction, think at program level. The steering memo, the team's AI charter, performance conversations prepared on facts.
Diagnosis, a 90-day plan, three time slots a week and a check-in every Friday. AI builds it in twenty minutes, then tracks it with you.
Workshop readouts, scoping notes, status updates: a web page the client can reopen, filter and share, generated from your approved minutes.
And it's proven in the minutes. Three stages, three prompts, one complete example.
The six-line prep sheet, a timed agenda drafted by AI, and the three checks it can't do for you.
Five facilitation moves, four-column note-taking, and the break-time prompt that turns a deadlock into a decision question.
Extract, rephrase without inventing, structure into four sections, check against your notes, send with a request for approval.
General guidance as of September 2026. Capabilities change quickly depending on versions, plans and how your organization rolls them out. For sensitive internal data, one principle: only inside an environment your organization has approved.
Teams, Outlook, Word, PowerPoint. Suitable for internal work under three conditions: a work account, an approved use, and the access permissions that apply.
The equivalent if your company runs on Google. Same conditions. Comfortable with long contexts.
Careful writing, nuance, analysis of long documents. For rephrasing without betraying the meaning.
Versatile and fast: structure your thinking, stress-test an idea, rehearse a difficult meeting.
The diagnostic shows you in a few minutes where to focus your effort. Eight progression worksheets are already waiting for you, and the book series unpacks each unwritten rule.