Assess organizational training needs using ADDIE methodology and Kirkpatrick's 4-Level evaluation framework. Maps performance gaps to learning objectives using Bloom's taxonomy. Use when planning L&D budgets, designing training programs, or evaluating training effectiveness.
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Write structured legal memoranda following the Issue-Rule-Analysis-Conclusion (IRAC) framework. Suitable for internal legal opinions, advisory memos, and compliance assessments. Use when legal analysis needs to be documented for decision-makers. Do not use as a substitute for licensed legal advice on high-stakes matters.
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Write and cascade OKRs (Objectives and Key Results) for company, department, team, or project level. Ensure objectives are inspiring and key results are measurable outcomes. Includes weekly check-in template. Use at the start of each quarter or when aligning strategy to execution. Do not use for KPI performance reviews or daily task tracking.
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Create structured employee onboarding plans using the 30-60-90 day framework aligned with SHRM best practices. Cover pre-boarding, Day 1, Week 1, and monthly milestones with task owners, success criteria, and buddy assignments. Use when hiring new employees or revamping the onboarding process.
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Write balanced, evidence-based performance reviews for employees. Covers achievements, development areas, and goal setting using the SBI (Situation-Behavior-Impact) feedback model. Produces reviews that are fair, legally defensible, and growth-oriented. Use during annual or semi-annual review cycles. Do not use for disciplinary actions, PIPs, or compensation calculations.
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Build multi-project RAID and RAG views for portfolios, programs, or cross-functional workstreams. Use when PMOs, program managers, or leaders need a real status picture across milestones, dependencies, owners, and escalations. Do not use for a single standup note, one issue ticket, or generic meeting minutes.
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Map existing business processes using BPMN 2.0 notation or simplified swimlane diagrams. Identify waste, handoffs, decision points, and improvement opportunities using Lean principles (8 Wastes). Use when documenting workflows for SOP creation, automation assessment, or process improvement. Do not use for software architecture diagrams — use architecture tools instead.
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Write structured Requests for Proposal (RFP) or Requests for Quotation (RFQ) aligned with ISO 20400 sustainable procurement principles. Cover scope, technical requirements, evaluation methodology, and commercial terms. Use when sourcing vendors, services, or equipment.
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Stand up or reset project governance for new, complex, or troubled initiatives using PMBOK 8 value delivery, OKR alignment, and Scrum or SAFe cadence choices where relevant. Use when a project needs a charter, decision rights, stakeholder map, RAID logic, escalation path, or reporting rhythm. Do not use for simple task lists, isolated sprint notes, or code implementation planning.
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Facilitate SAFe 6.0 PI Planning events. Structure the 2-day cadence, generate PI Objectives with Business Value scores, build the Program Board for dependency visualization, and run the Confidence Vote. Use before every Program Increment when the organization follows SAFe.
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Translate strategy into a balanced scorecard, strategy map, OKR bridge, and executive initiative portfolio with clear measures, targets, and owners. Use when leadership needs strategic alignment, portfolio prioritization, or a management dashboard tied to outcomes. Do not use for ad-hoc brainstorming with no strategic horizon.
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Evaluate and tier suppliers using a weighted scorecard per SCOR DS Supplier Management practices. Score Quality, Delivery, Cost, Responsiveness, and Sustainability. Classify suppliers as Strategic, Preferred, Approved, or Conditional. Use during vendor reviews or procurement decisions.
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Analyze survey and feedback data with statistical distributions, cross-tabulations, significance testing, and open-ended theme extraction. Produces executive-ready survey reports with segment comparisons and action recommendations. Use when processing NPS, CSAT, employee engagement, or market research surveys.
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Facilitate talent review and people decisions with a structured view of performance, potential, readiness, risks, and development actions using talent calibration and 9-box logic. Use when preparing talent review, succession planning, promotion readiness, or performance calibration sessions. Do not use for payroll administration, HRIS updates, or generic praise notes.
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Strengthen test coverage around changed behavior, edge cases, and regressions without writing noisy or brittle tests.
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Build structured vendor/tool evaluation matrices with weighted scoring, TCO analysis, and recommendation memos. Covers criteria definition, deal-breaker identification, and negotiation points. Use when selecting SaaS tools, evaluating technology vendors, or making build-vs-buy decisions.
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Conduct structured legal due diligence for M&A, joint ventures, or investment transactions. Cover all 9 workstreams — Corporate, Contracts, IP, Litigation, Regulatory, Employment, Tax, Environmental, and Data Privacy. Produce a risk matrix with deal-breaker flags and closing conditions. Use when evaluating a target or counterparty.
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Review REST and GraphQL API designs for consistency, usability, and best practices. Covers naming conventions, versioning strategy, error format, pagination, authentication patterns, and breaking change detection. Use when reviewing API specs, designing new APIs, or auditing existing endpoints.
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Map the end-to-end customer journey across awareness, consideration, purchase, onboarding, adoption, retention, and advocacy stages. Identify touchpoints, pain points, emotions, and Moments of Truth per stage. Use when designing or improving customer experience. Do not use for internal employee process mapping — use process-mapper instead.
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Write Architecture Decision Records (ADRs) following the Michael Nygard format. Captures context, options considered, decision rationale, and consequences. Use when making technology choices, framework selections, or any architectural decision that future developers need to understand.
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Write structured business cases with problem framing, options analysis, financial modeling (NPV/ROI/Payback), risk assessment, and implementation roadmap. Follows HBR business case structure. Use when seeking budget approval, proposing new initiatives, or justifying investment decisions.
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Build change management plans using ADKAR and Kotter's 8-Step framework. Covers stakeholder readiness, communication plans, training schedules, resistance management, and adoption metrics. Use when rolling out new systems, reorganizations, or process changes that affect people.
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Build customer health scores and churn risk models using leading indicators. Define health dimensions (Usage, Engagement, Support, Sentiment, Contract), weight and score customers, segment into Healthy / At-Risk / Red, and generate intervention playbooks. Use during QBR prep, customer success reviews, or when churn spikes.
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Compare policies, procedures, onboarding files, or operating evidence against a named compliance framework such as AML/KYC, privacy, internal controls, or audit readiness. Use when a team needs a gap matrix, control checklist, remediation priorities, or evidence request list. Do not use when no target framework is specified or when formal legal or regulatory sign-off is required.
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