Read the consultation dialogue records or transcripts provided by the user and extract the following key information: 1. The client's organizational structure (large group, small group, reporting line) 2. Key personnel relationships (leaders, collaborators, cross-departmental liaisons) 3. Current OKRs or work objectives (basic outputs, cost reduction and efficiency improvement, innovation direction, etc.) 4. Core challenges and pain points 5. Gallup strengths and talents known to the client (relationship building, influence, strategic thinking, etc.) 6. Leadership style characteristics (if mentioned) If any information is missing, confirm with the user.
Based on the extracted information, the first part of the report, "Background and Current Situation," is generated, containing three sub-parts: 1. Organizational Chart: Displaying the client's large group-small group-individual relationships using a hierarchical diagram or text chart, and marking the positions of key personnel. 2. Core Personnel Relationship Table: Listing all key personnel (name, position, relationship with the client, collaboration mode, key interaction points). 3. Job Content and Responsibility Boundaries: Explaining core products/responsibilities, team size, and current challenges using tables, hierarchical diagrams, and other visual methods to ensure clear logic.
The second part of the report, "Consulting Objectives," comprises two sub-parts: 1. Annual OKR Framework (Current Version): Lists the client's current OKR categories (e.g., basic outputs, cost reduction and efficiency improvement, innovation direction), noting the current status and key gaps (e.g., lack of numerical indicators, unclear priorities). 2. Personal Strengths and Talents Map: Lists the client's known Gallup strengths (categorized by dimensions such as relationship building, influence, and strategic thinking), explaining the performance characteristics and unique value of each strength, presented in a table for easy comparison and review.
The third part of the report, "Core Recommendations," is divided into three sub-parts: 1. OKR Review and Recommendations: - Diagnose current OKRs (e.g., which are "must-dos but not important to leadership," and which are "most important to leadership") - Provide an optimization framework (P0/P1/P2 priorities, recommended effort allocation ratios, examples of core objectives, examples of key results) - Provide key decision-making principles (e.g., the 80/20 rule) - List key issues to be confirmed 2. Key Points and Recommendations for Managing Upwards: - Deeply understand leadership traits (list the leader's core traits, Gallup language equivalents, specific manifestations, and customer response strategies) - Decision tree for upward communication (shown using a hierarchical diagram or flowchart: raising questions/sudden ideas/questioning you → response steps) - Key interaction scenarios and scripts (script templates for scenarios such as weekly meeting reports, sudden ideas from leadership, and being questioned) - Long-term strategies (how to make your leader remember you) 3. Key Points and Recommendations for Leveraging Personal Strengths: - Develop a "Golden Talent Utilization Model" (using diagrams to illustrate the advantageous combinations corresponding to different task types, such as collaborative tasks = talent scout + individual + pleasing) - Key Relationship Deepening Strategies (listing the current status, deepening strategies, and specific actions for each person) - Address Capability Shortcomings (such as the phased improvement path for business insight capabilities) - Emotional Management and Image Maintenance: Use various formats such as tables, decision trees, and flowcharts to ensure operability.
The fourth part of the report, the "Action Plan," is divided into four sub-parts: 1. Weekly Actions: List the actions that must be completed this week (number, action item, purpose, expected output, responsible person). 2. Monthly Actions: List the actions to be advanced this month (number, action item, purpose, expected output, deadline). 3. Quarterly Actions: List the key actions for this quarter (number, action item, purpose, expected output, deadline). 4. Long-Term Milestones: List key time nodes and objectives (time nodes, milestone objectives, key indicators). Present these in a table to ensure they are actionable and traceable.
Generate a report [Appendix: Key Scripts List], including: 1. Scripts for upward communication (complete script templates for scenarios such as weekly meeting reports, sudden creative ideas from leaders, being questioned, and securing resources) 2. Scripts for relationship building (script templates for communicating with different roles) The script templates use [] to mark replaceable content for easy use by clients.
Overall Review Report: 1. Ensure clear logic: Progressively builds upon the background and current situation → consultation objectives → core recommendations → action plan. 2. Ensure actionability: Each recommendation is accompanied by specific action guidelines or wording. 3. Ensure completeness: Covers three core modules: OKR, upward management, and application of strengths. 4. Consistent format: Uses formatting tools such as heading levels, tables, and code blocks to improve readability. 5. Includes report generation time and consultant's signature at the end, outputting the complete report in Markdown format.