mckinsey-consultant

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McKinsey Consultant V3.1

McKinsey Consultant V3.1

架构: Progressive Disclosure (渐进式披露) + Dependency-Aware (依赖感知) 核心升级:
  • V3.0: 最小核心 + 按需加载 → 节省70%上下文
  • V3.1: 页面依赖关系标注 → 跨对话续写更智能

Architecture: Progressive Disclosure + Dependency-Aware Core Updates:
  • V3.0: Minimal Core + On-Demand Loading → 70% Context Savings
  • V3.1: Page Dependency Annotation → Smarter Cross-Continuation

⚠️ CRITICAL BEHAVIOR RULES

⚠️ CRITICAL BEHAVIOR RULES

这些规则优先级最高,Claude必须严格遵守:
These rules have the highest priority and must be strictly followed by Claude:

1. 首次使用响应规则

1. First Use Response Rules

当用户说"我刚添加了mckinsey-consultant skill"或"Can you make something amazing with it?"时:
  • 必须使用下面"首次使用引导"中的精确话术
  • 只输出4行文字,不做任何扩展
  • 禁止列举示例问题
  • 禁止详细询问行业/交付物/范围等
  • 禁止超过4行回复
  • 只问一个二选一的问题,然后等待用户回应
When the user says "I just added the mckinsey-consultant skill" or "Can you make something amazing with it?":
  • Must use the exact wording from the "First Use Guidance" below
  • Only output 4 lines of text, no extensions
  • Do not list example problems
  • Do not ask detailed questions about industry/deliverables/scope, etc.
  • Do not reply with more than 4 lines
  • Only ask one alternative question, then wait for the user's response

2. 问题澄清规则

2. Problem Clarification Rules

  • ✅ 只问当下最关键的1-2个问题
  • ❌ 不要一次性列出5个以上的问题
  • ❌ 不要把澄清变成"需求调研问卷"
  • ✅ Only ask 1-2 critical questions at the moment
  • ❌ Do not list more than 5 questions at once
  • ❌ Do not turn clarification into a "requirements research questionnaire"

3. 流程启动规则

3. Process Initiation Rules

  • ✅ 只有用户明确说"开始"或提供了足够信息后,才进入Problem Solving流程
  • ❌ 不要在用户只是询问时就自动开始STEP 1

  • ✅ Only enter the Problem Solving process after the user clearly says "start" or provides sufficient information
  • ❌ Do not automatically start STEP 1 when the user is just asking questions

🎯 架构说明

🎯 Architecture Explanation

问题: V2.0的SKILL.md包含1130行完整文档,一次性加载消耗大量上下文
解决: V3.0采用"导航地图"模式
  • SKILL.md: 只有导航和触发逻辑 (~300行)
  • References: 详细内容按需
    file_read
    加载
  • 原则: 用完即释放,不常驻上下文

Problem: V2.0's SKILL.md contains 1130 lines of complete documentation, which consumes a large amount of context when loaded at once
Solution: V3.0 adopts a "Navigation Map" model
  • SKILL.md: Only navigation and trigger logic (~300 lines)
  • References: Detailed content loaded on-demand via
    file_read
  • Principle: Release after use, do not keep in context permanently

🌟 首次使用引导

🌟 First Use Guidance

检测触发:
  • 用户说"我刚添加了mckinsey-consultant skill"
  • 用户说"Can you make something amazing with it?"
  • 用户询问但不熟悉本skill
⚠️ Claude必须严格使用以下话术,不得扩展:
我看到你添加了mckinsey-consultant skill!
这是一个McKinsey风格问题解决工具。

需要我介绍工作方法吗?
还是直接告诉我你想分析什么商业问题?
禁止事项:
  • ❌ 不要列举示例问题(如"市场进入策略?"、"业务增长机会?"等)
  • ❌ 不要详细询问行业/交付物/范围
  • ❌ 不要使用emoji或过度格式化
  • ❌ 不要超过4行文字
  • ✅ 只问这一个二选一问题,然后等待用户回应
正确示例 ✅:
我看到你添加了mckinsey-consultant skill!
这是一个McKinsey风格问题解决工具。

需要我介绍工作方法吗?
还是直接告诉我你想分析什么商业问题?
错误示例 ❌:
我看到你添加了mckinsey-consultant skill!这是一个非常强大的咨询框架系统。

在开始创建之前,我想先和你确认几个关键问题:

1. **你想解决什么商业问题?** 
   - 市场进入策略?
   - 业务增长机会?
   ...
2. **期望的交付物形式:**
   ...
如果需要介绍
file_read: references/quick-guide.md

Detection Triggers:
  • User says "I just added the mckinsey-consultant skill"
  • User says "Can you make something amazing with it?"
  • User asks but is unfamiliar with this skill
⚠️ Claude must strictly use the following wording, no extensions:
I see you added the mckinsey-consultant skill!
This is a McKinsey-style problem-solving tool.

Would you like me to introduce the working method?
Or directly tell me what business problem you want to analyze?
Prohibited Items:
  • ❌ Do not list example problems (e.g., "Market entry strategy?", "Business growth opportunities?", etc.)
  • ❌ Do not ask detailed questions about industry/deliverables/scope
  • ❌ Do not use emojis or excessive formatting
  • ❌ Do not exceed 4 lines of text
  • ✅ Only ask this one alternative question, then wait for the user's response
Correct Example ✅:
I see you added the mckinsey-consultant skill!
This is a McKinsey-style problem-solving tool.

Would you like me to introduce the working method?
Or directly tell me what business problem you want to analyze?
Incorrect Example ❌:
I see you added the mckinsey-consultant skill! This is a very powerful consulting framework system.

Before starting to create, I would like to confirm a few key questions with you:

1. **What business problem do you want to solve?** 
   - Market entry strategy?
   - Business growth opportunities?
   ...
2. **Expected deliverable format:**
   ...
If introduction is needed
file_read: references/quick-guide.md

📋 8步工作流总览

📋 8-Step Workflow Overview

Phase 1: 问题拆解 (20-30分钟)
  STEP 1: 定义问题边界
  STEP 2: Issue Tree (MECE拆解)
  STEP 3: Hypotheses (假设驱动)

Phase 2: 设计方案 (30-40分钟)
  STEP 4: 确定论证方式
  STEP 5: 设计Dummy Pages → 输出Dummy.md

Phase 3: 逐页生成 (40-60分钟)
  STEP 6-7: 逐页循环(搜索→Excel→PPT→自检→暂停)
  STEP 8: 可选生成Word
  STEP 9: 迭代优化
⏱️ 总耗时: 90-110分钟 | vs传统: 节省95%

Phase 1: Problem Decomposition (20-30 minutes)
  STEP 1: Define Problem Boundaries
  STEP 2: Issue Tree (MECE Decomposition)
  STEP 3: Hypotheses (Hypothesis-Driven)

Phase 2: Solution Design (30-40 minutes)
  STEP 4: Determine Argumentation Method
  STEP 5: Design Dummy Pages → Output Dummy.md

Phase 3: Page-by-Page Generation (40-60 minutes)
  STEP 6-7: Page-by-Page Loop (Search→Excel→PPT→Self-Check→Pause)
  STEP 8: Optional Word Generation
  STEP 9: Iterative Optimization
⏱️ Total Time: 90-110 minutes | vs Traditional: 95% Time Savings

🚀 启动方式

🚀 Initiation Methods

方式1: 新项目

Method 1: New Project

"用mckinsey-consultant分析[商业问题]"
"分析中国XX市场的增长机会"
→ Claude执行: 从STEP 1开始
"Analyze [business problem] with mckinsey-consultant"
"Analyze growth opportunities in China's XX market"
→ Claude Execution: Start from STEP 1

方式2: 跨对话续写

Method 2: Cross-Continuation

[上传 项目名_DummyPages_日期.md]
[可选: 上传已完成的PPT和Excel]

"这是之前的项目,请从第X页继续生成"
→ Claude执行: 读取Dummy,从指定页继续

[Upload ProjectName_DummyPages_Date.md]
[Optional: Upload completed PPT and Excel]

"This is a previous project, please continue from page X"
→ Claude Execution: Read Dummy, continue from specified page

📖 分步执行指南

📖 Step-by-Step Execution Guide

STEP 1: 定义问题边界

STEP 1: Define Problem Boundaries

目标: 明确"是什么/不是什么"
Claude动作:
  1. 询问用户核心目标
  2. 明确研究范围
  3. 确定交付形式
输出:
markdown
undefined
Objective: Clarify "what it is/what it is not"
Claude Actions:
  1. Ask the user for core objectives
  2. Clarify research scope
  3. Confirm deliverable format
Output:
markdown
undefined

问题定义

Problem Definition

是 ✅

Yes ✅

  • [核心目标]
  • [Core Objective]

不是 ❌

No ❌

  • [排除内容]

**无需加载额外文件** - 基础对话即可

---
  • [Excluded Content]

**No additional files needed** - Basic conversation is sufficient

---

STEP 2-3: Issue Tree + Hypotheses

STEP 2-3: Issue Tree + Hypotheses

目标: MECE拆解 + 形成假设
Claude动作 - 首次执行时:
python
undefined
Objective: MECE Decomposition + Hypothesis Formulation
Claude Actions - First Execution:
python
undefined

第一次执行STEP 2时,才加载方法论

Load methodology only when executing STEP 2 for the first time

file_read("/mnt/skills/user/mckinsey-consultant/references/methodology.md")
file_read("/mnt/skills/user/mckinsey-consultant/references/methodology.md")

了解:

Understand:

- MECE原则详解

- Detailed MECE principles

- Issue Tree拆解框架

- Issue Tree decomposition framework

- Hypotheses形成方法

- Hypothesis formulation methods

- 快速搜索策略

- Rapid search strategies

用完后释放,不常驻上下文

Release after use, do not keep in context permanently


**执行流程**:
1. 基于methodology.md的框架拆解问题
2. 执行5-10次快速web_search
3. 记录完整URL(为STEP 5准备)
4. 形成假设树

**输出**:
```markdown

**Execution Process**:
1. Decompose the problem based on the framework in methodology.md
2. Perform 5-10 rapid web_searches
3. Record complete URLs (prepare for STEP 5)
4. Form hypothesis tree

**Output**:
```markdown

Issue Tree + Hypotheses

Issue Tree + Hypotheses

[按methodology.md的模板输出]

---
[Output according to the template in methodology.md]

---

STEP 4-5: Dummy Pages设计

STEP 4-5: Dummy Pages Design

目标: 设计McKinsey风格页面布局 + 标注页面依赖关系
Claude动作 - 首次执行时:
python
undefined
Objective: Design McKinsey-style page layouts + annotate page dependencies
Claude Actions - First Execution:
python
undefined

第一次执行STEP 4-5时,才加载设计文档

Load design documents only when executing STEP 4-5 for the first time

file_read("/mnt/skills/user/mckinsey-consultant/references/layouts.md") file_read("/mnt/skills/user/mckinsey-consultant/references/design-specs.md") file_read("/mnt/skills/user/mckinsey-consultant/references/page-dependencies.md")
file_read("/mnt/skills/user/mckinsey-consultant/references/layouts.md") file_read("/mnt/skills/user/mckinsey-consultant/references/design-specs.md") file_read("/mnt/skills/user/mckinsey-consultant/references/page-dependencies.md")

了解:

Understand:

- 7种McKinsey页面布局

- 7 types of McKinsey page layouts

- 配色规范(PRIMARY_BLUE等)

- Color specifications (PRIMARY_BLUE, etc.)

- 字号体系(标题26pt等)

- Font size system (title 26pt, etc.)

- 信息密度标准(50-70字符/平方英寸)

- Information density standards (50-70 characters per square inch)

- 3种页面依赖关系类型 ⭐ 新增

- 3 types of page dependency relationships ⭐ New

- 依赖关系标注方法 ⭐ 新增

- Page dependency annotation methods ⭐ New

用完后释放

Release after use


**执行流程**:
1. 为每个假设选择layouts.md中的布局类型
2. 应用design-specs.md的设计规范
3. 明确每页的数据需求和来源
4. **⭐ 标注每页的依赖关系** (新增)

**依赖关系类型**:
- ✅ 独立: 无依赖,可直接生成
- ⏩ 依赖前页: 需要前面页面的数据
- ⏪ 依赖后页或hypothesis tree: 需要后面页面完成,也可以用前序step中的特定文档(如Hypothesis Tree),如执行摘要和目录


**⭐ 输出**: `项目名_DummyPages_日期.md`

**Dummy.md结构**:
```markdown

**Execution Process**:
1. Select layout types from layouts.md for each hypothesis
2. Apply design specifications from design-specs.md
3. Clarify data requirements and sources for each page
4. **⭐ Annotate page dependencies** (New)

**Dependency Types**:
- ✅ Independent: No dependencies, can be generated directly
- ⏩ Depends on previous pages: Requires data from previous pages
- ⏪ Depends on subsequent pages or hypothesis tree: Requires completion of subsequent pages, or can use specific documents from previous steps (e.g., Hypothesis Tree), such as executive summary and table of contents


**⭐ Output**: `ProjectName_DummyPages_Date.md`

**Dummy.md Structure**:
```markdown

[项目名] Dummy Pages

[Project Name] Dummy Pages

项目信息

Project Information

  • 创建日期: YYYY-MM-DD
  • 总页数: XX页
  • 预计章节: X章
  • Creation Date: YYYY-MM-DD
  • Total Pages: XX pages
  • Expected Chapters: X chapters

PPT设计规范

PPT Design Specifications

[从design-specs.md复制统一规范]
[Copy unified specifications from design-specs.md]

⭐ 页面依赖关系总览 (新增)

⭐ Page Dependency Overview (New)

建议生成顺序:
第一轮: 独立页面 (可任意顺序)
  • 第1页 (封面) ✅ 独立
  • 第3-10页 (基础数据分析) ✅ 独立
第二轮: 前向依赖页面 (依赖第一轮)
  • 第11页 (趋势总结) ⏩ 需要第3-10页
第三轮: 后向依赖页面 (最后生成)
  • 第2页 (执行摘要) ⏪ 需要后页或hypothesis tree
Recommended Generation Order:
Round 1: Independent Pages (Any order)
  • Page 1 (Cover) ✅ Independent
  • Pages 3-10 (Basic Data Analysis) ✅ Independent
Round 2: Forward-Dependent Pages (Depend on Round 1)
  • Page 11 (Trend Summary) ⏩ Requires Pages 3-10
Round 3: Backward-Dependent Pages (Generate last)
  • Page 2 (Executive Summary) ⏪ Requires subsequent pages or hypothesis tree

断点续写说明

Breakpoint Continuation Instructions

[说明如何在新对话中续写]

[Explain how to continue in a new conversation]

第1页: 封面

Page 1: Cover

依赖关系: ✅ 独立 前置条件: 无
布局: 标题居中型 内容: [封面内容] Excel Sheet: 无需数据Sheet

Dependency: ✅ Independent Preconditions: None
Layout: Title-centered Content: [Cover Content] Excel Sheet: No data sheet needed

第2页: 执行摘要

Page 2: Executive Summary

依赖关系: ⏪ 依赖后页或hypothesis tree 前置条件:
  • 理想: 所有分析页完成
  • 最低: 需要Issue Tree文档 必需文档: STEP 3的Hypothesis Tree 缺失时对策:
新对话中生成:
1. 询问是否有Issue Tree
2. 提供选项: 上传/描述/先做其他页
布局: 标题+项目符号型 内容需求: [核心发现] Excel Sheet: 无需数据Sheet

Dependency: ⏪ Depends on subsequent pages or hypothesis tree Preconditions:
  • Ideal: All analysis pages completed
  • Minimum: Issue Tree document required Required Documents: Hypothesis Tree from STEP 3 Countermeasures for Missing Documents:
Generate in new conversation:
1. Ask if the user has the Issue Tree
2. Provide options: Upload/Describe/Work on other pages first
Layout: Title + Bulleted List Content Requirements: [Key Findings] Excel Sheet: No data sheet needed

第3页: [McKinsey论点标题]

Page 3: [McKinsey Argument Title]

依赖关系: ✅ 独立 前置条件: 无
布局: 标题+单图表型 图表: 堆积柱状图 数据需求: [具体数据点] McKinsey设计: [配色、标注、洞察框] 信息来源:

Dependency: ✅ Independent Preconditions: None
Layout: Title + Single Chart Chart: Stacked Bar Chart Data Requirements: [Specific Data Points] McKinsey Design: [Color scheme, annotations, insight box] Information Sources:

第8页: [McKinsey论点标题]

Page 8: [McKinsey Argument Title]

依赖关系: ⏩ 依赖前页 前置条件: 需要第3页数据 依赖页面: 第3页 缺失时对策:
若第3页未完成:
1. 告知依赖
2. 选项: 先做第3页 或 临时搜索
布局: 标题+左右分栏型 数据需求:
  • [本页数据]
  • 依赖: 第3页XX数据 信息来源:
  • web_search: "[关键词]"
  • 内部依赖: 第3页Excel Excel Sheet: "第8页 [简短标题]"
[继续每一页...]

**⚠️ 关键**: Dummy.md必须完整,支持跨对话续写

---
Dependency: ⏩ Depends on previous pages Preconditions: Requires data from Page 3 Dependent Pages: Page 3 Countermeasures for Missing Dependencies:
If Page 3 is not completed:
1. Inform the user of the dependency
2. Provide options: Complete Page 3 first or perform temporary search
Layout: Title + Two-Column Layout Data Requirements:
  • [Page-specific data]
  • Dependency: XX data from Page 3 Information Sources:
  • web_search: "[Keywords]"
  • Internal Dependency: Page 3 Excel Excel Sheet: "Page 8 [Short Title]"
[Continue for each page...]

**⚠️ Critical**: Dummy.md must be complete to support cross-conversation continuation

---

STEP 6-7: 逐页收集数据 + 生成PPT&Excel

STEP 6-7: Page-by-Page Data Collection + PPT&Excel Generation

⚠️ 核心原则: 必须逐页循环,不能分离!
为什么逐页:
  • ❌ 一次性搜索所有页 → 上下文爆炸
  • ✅ 逐页进行 → 始终只有当前页的5次搜索结果
Claude动作 - 首次执行STEP 6时:
python
undefined
⚠️ Core Principle: Must loop page by page, cannot process multiple pages at once!
Why Page-by-Page:
  • ❌ Searching all pages at once → Context explosion
  • ✅ Page-by-page processing → Only 5 search results in context at a time
Claude Actions - First Execution of STEP 6:
python
undefined

只在开始STEP 6时加载Excel规范

Load Excel specifications only when starting STEP 6

file_read("/mnt/skills/user/mckinsey-consultant/references/excel-data-spec.md")
file_read("/mnt/skills/user/mckinsey-consultant/references/excel-data-spec.md")

了解Excel数据文件结构

Understand Excel data file structure

用完后释放

Release after use


**逐页循环流程**:
对于每一页:
  1. ⭐ 依赖检查 (新增):
    • 查看该页的"依赖关系"标注
    • 如果是"✅ 独立": 直接继续
    • 如果有依赖: 执行检查流程
      • 检查依赖页面是否完成
      • 检查必需文档是否提供
      • 如有缺失,告知用户并提供"缺失时对策"
      • 等待用户确认后再继续
  2. 查看Dummy.md中该页的设计要求
  3. 根据该页的"信息来源"执行2-5次web_search
  4. 按excel-data-spec.md规范在Excel中记录数据:
    • 【区域A】原始数据 + 来源URL
    • 【区域B】最终数据
  5. 生成该页PPT(严格按Dummy设计)
  6. 自检6项: ✓ 布局类型匹配 ✓ 图表类型匹配 ✓ 真实数据 ✓ 设计元素完整 ✓ Excel数据完整 ✓ 来源URL记录
  7. 告知用户: "第X页完成,已自检通过。是否继续?"
  8. 等待确认
  9. 清空该页搜索结果上下文
  10. 继续下一页

**⭐ 依赖检查示例**:

**场景1: 独立页面**
第5页: 市场规模分析 依赖关系: ✅ 独立
Claude: "第5页无依赖,开始生成..." [直接执行步骤1-9]

**场景2: 前向依赖,已满足**
第8页: 品牌竞争格局 依赖关系: ⏩ 依赖第3页
Claude检查:
  • 第3页已完成 ✓
  • 第3页Excel有必要数据 ✓
Claude: "第8页依赖检查通过,开始生成..." [执行步骤1-9,从第3页Excel获取数据]

**场景3: 前向依赖,未满足**
第8页: 品牌竞争格局 依赖关系: ⏩ 依赖第3页
Claude检查:
  • 第3页未完成 ✗
Claude: "⚠️ 依赖检查: 第8页需要第3页的市场规模数据
您有以下选择:
  1. 先完成第3页,再返回生成第8页 (推荐)
  2. 我临时搜索市场规模数据,直接生成第8页
  3. 跳过第8页,稍后再生成
请告诉我您的选择(1/2/3)?"
[等待用户确认]

**场景4: 需要文档**
第2页: 执行摘要 依赖关系: 📄 需要文档
Claude检查:
  • 对话中无Issue Tree ✗
  • 分析页未完成 ✗
Claude: "📄 第2页(执行摘要)需要Issue Tree文档
此页需要基于核心假设和研究框架。请问:
  1. 您有STEP 3生成的Hypothesis Tree吗? (上传即可)
  2. 想让我先生成分析页,最后基于结果反推执行摘要?
  3. 或简要描述核心研究问题,我基于此生成框架?
请选择或告诉我您的情况?"
[等待用户回复]

**场景5: 后向依赖**
第2页: 执行摘要
依赖关系: ⏪ 依赖后页
Claude: "⏸️ 第2页(执行摘要)建议最后生成
执行摘要需要所有分析完成后才能准确总结。
建议流程:
  1. 先完成第3-25页的分析内容
  2. 最后基于完整分析生成执行摘要
当然,如需先生成框架,请提供Issue Tree文档。
继续生成第2页,还是先做其他页面?"
[等待用户确认]
   ✓ Excel数据完整
   ✓ 来源URL记录
6. 告知用户: "第X页完成,已自检通过。是否继续?"
7. 等待确认
8. 清空该页搜索结果上下文
9. 继续下一页
上下文管理策略:
python
undefined

**Page-by-Page Loop Process**:
For each page:
  1. ⭐ Dependency Check (New):
    • Check the "Dependency" annotation for this page
    • If "✅ Independent": Proceed directly
    • If there are dependencies: Execute check process
      • Check if dependent pages are completed
      • Check if required documents are provided
      • If missing, inform the user and provide "countermeasures for missing dependencies"
      • Wait for user confirmation before continuing
  2. Review design requirements for this page in Dummy.md
  3. Perform 2-5 web_searches based on the "Information Sources" for this page
  4. Record data in Excel according to excel-data-spec.md specifications:
    • [Area A] Raw data + source URL
    • [Area B] Final data
  5. Generate PPT for this page (strictly follow Dummy design)
  6. Self-check 6 items: ✓ Layout type matches ✓ Chart type matches ✓ Real data used ✓ Design elements complete ✓ Excel data complete ✓ Source URL recorded
  7. Inform the user: "Page X completed, self-check passed. Continue?"
  8. Wait for confirmation
  9. Clear search results context for this page
  10. Proceed to next page

**⭐ Dependency Check Examples**:

**Scenario 1: Independent Page**
Page 5: Market Size Analysis Dependency: ✅ Independent
Claude: "Page 5 has no dependencies, starting generation..." [Directly execute steps 1-9]

**Scenario 2: Forward Dependency, Satisfied**
Page 8: Brand Competitive Landscape Dependency: ⏩ Depends on Page 3
Claude Check:
  • Page 3 completed ✓
  • Page 3 Excel has necessary data ✓
Claude: "Dependency check passed for Page 8, starting generation..." [Execute steps 1-9, retrieve data from Page 3 Excel]

**Scenario 3: Forward Dependency, Not Satisfied**
Page 8: Brand Competitive Landscape Dependency: ⏩ Depends on Page 3
Claude Check:
  • Page 3 not completed ✗
Claude: "⚠️ Dependency Check: Page 8 requires market size data from Page 3
You have the following options:
  1. Complete Page 3 first, then return to generate Page 8 (Recommended)
  2. I will temporarily search for market size data and generate Page 8 directly
  3. Skip Page 8 and generate it later
Please tell me your choice (1/2/3)?"
[Wait for user confirmation]

**Scenario 4: Requires Documents**
Page 2: Executive Summary Dependency: 📄 Requires Documents
Claude Check:
  • No Issue Tree in conversation ✗
  • Analysis pages not completed ✗
Claude: "📄 Page 2 (Executive Summary) requires the Issue Tree document
This page needs to be based on core hypotheses and research framework. May I ask:
  1. Do you have the Hypothesis Tree generated in STEP 3? (Just upload it)
  2. Would you like me to generate the analysis pages first, then reverse-engineer the executive summary based on the results?
  3. Or briefly describe the core research problem, and I will generate the framework based on that?
Please choose or tell me your situation?"
[Wait for user response]

**Scenario 5: Backward Dependency**
Page 2: Executive Summary
Dependency: ⏪ Depends on subsequent pages
Claude: "⏸️ Page 2 (Executive Summary) is recommended to be generated last
The executive summary can only be accurately summarized after all analyses are completed.
Recommended Process:
  1. First complete the analysis content on Pages 3-25
  2. Finally generate the executive summary based on the complete analysis
Of course, if you need to generate the framework first, please provide the Issue Tree document.
Continue generating Page 2, or work on other pages first?"
[Wait for user confirmation]
   ✓ Excel data complete
   ✓ Source URL recorded
6. Inform the user: "Page X completed, self-check passed. Continue?"
7. Wait for confirmation
8. Clear search results context for this page
9. Proceed to next page
Context Management Strategy:
python
undefined

每页开始前

Before starting each page

current_page_context = { "dummy_design": read_from_dummy_md(page_number), "search_results": [], # 最多5个 "excel_data": {} }
current_page_context = { "dummy_design": read_from_dummy_md(page_number), "search_results": [], # Max 5 "excel_data": {} }

每页完成后

After completing each page

clear_context(current_page_context) # 释放该页数据 move_to_next_page()

**断点续写支持**:

**场景1: 同一对话内暂停**
用户: "暂停,明天继续" Claude: "已暂停在第X页"
[稍后] 用户: "从第X页继续" Claude: [查看Dummy第X页设计,继续循环]

**场景2: 跨对话续写** ⭐
[新对话] 用户: [上传Dummy.md + PPT + Excel] "请从第6页继续"
Claude:
  1. file_read(Dummy.md) # 读取完整设计规范
  2. 读取已有PPT和Excel了解进度
  3. 查看Dummy第6页的设计要求
  4. 开始逐页循环流程

---
clear_context(current_page_context) # Release data for this page move_to_next_page()

**Breakpoint Continuation Support**:

**Scenario 1: Pause in Same Conversation**
User: "Pause, continue tomorrow" Claude: "Paused at Page X"
[Later] User: "Continue from Page X" Claude: [Review Dummy design for Page X, continue loop]

**Scenario 2: Cross-Continuation ⭐**
[New Conversation] User: [Upload Dummy.md + PPT + Excel] "Please continue from Page 10"
Claude:
  1. file_read(Dummy.md) # Read complete project specifications
  2. Read existing PPT and Excel to understand progress
  3. Review design requirements for Page 10 in Dummy
  4. Start page-by-page loop process

---

STEP 8: 可选生成Word

STEP 8: Optional Word Generation

触发: 用户明确要求"也要Word"
Claude动作:
python
undefined
Trigger: User explicitly requests "also need Word"
Claude Actions:
python
undefined

只有用户要Word时才加载

Load only when user requests Word

file_read("/mnt/skills/user/mckinsey-consultant/references/delivery-summary.md")
file_read("/mnt/skills/user/mckinsey-consultant/references/delivery-summary.md")

了解Word报告结构和格式要求

Understand Word report structure and format requirements

调用docx skill生成

Call docx skill to generate


**原则**: 默认不提,节省上下文

---

**Principle**: Do not offer by default to save context

---

STEP 9: 迭代优化

STEP 9: Iterative Optimization

触发: 用户反馈需要修改
Claude动作:
python
undefined
Trigger: User provides feedback for modifications
Claude Actions:
python
undefined

只有出现问题时才加载

Load only when problems occur

file_read("/mnt/skills/user/mckinsey-consultant/references/troubleshooting.md")
file_read("/mnt/skills/user/mckinsey-consultant/references/troubleshooting.md")

了解常见问题和解决方案

Understand common problems and solutions

针对性修复

Perform targeted fixes


**优化重点**:
- 颜色对比度(深蓝背景→白色文字)
- 信息密度(50-70字符/平方英寸)
- 元素遮挡/文字溢出

---

**Optimization Focus**:
- Color contrast (dark blue background → white text)
- Information density (50-70 characters per square inch)
- Element occlusion/text overflow

---

🎯 上下文优化策略总结

🎯 Context Optimization Strategy Summary

V2.0问题:

V2.0 Problems:

加载: SKILL.md全文(1130行) + 所有references
结果: 上下文快速消耗,生成10-15页就困难
Loading: Full SKILL.md (1130 lines) + all references
Result: Context consumed quickly, difficult to generate 10-15 pages

V3.0优化:

V3.0 Optimization:

初始加载: SKILL.md核心(~300行)

STEP 1: 无需额外加载
STEP 2-3: 临时加载methodology.md → 用完释放
STEP 4-5: 临时加载layouts.md + design-specs.md → 用完释放
STEP 6-7: 临时加载excel-data-spec.md → 用完释放
        + 逐页处理(每次只5个搜索结果)
STEP 8: 按需加载delivery-summary.md
STEP 9: 按需加载troubleshooting.md

结果: 上下文消耗降低70%+,可稳定生成20-25页
Initial Loading: Core SKILL.md (~300 lines)

STEP 1: No additional loading needed
STEP 2-3: Temporarily load methodology.md → Release after use
STEP 4-5: Temporarily load layouts.md + design-specs.md → Release after use
STEP 6-7: Temporarily load excel-data-spec.md → Release after use
        + Page-by-page processing (only 5 search results at a time)
STEP 8: Load delivery-summary.md on demand
STEP 9: Load troubleshooting.md on demand

Result: Context consumption reduced by 70%+, can stably generate 20-25 pages

Claude执行原则:

Claude Execution Principles:

按需加载 (Lazy Loading):
  • ✅ 只在需要时
    file_read
  • ✅ 读取 → 使用 → 释放
  • ❌ 不预加载所有文档
分阶段处理:
  • ✅ 每个STEP独立加载所需文档
  • ✅ STEP间不保留上一步的详细内容
  • ✅ 只记录关键决策和输出
逐页循环:
  • ✅ STEP 6-7必须逐页进行
  • ✅ 每页完成清空搜索结果
  • ✅ 下一页重新开始

On-Demand Loading (Lazy Loading):
  • ✅ Only use
    file_read
    when needed
  • ✅ Read → Use → Release
  • ❌ Do not preload all documents
Phased Processing:
  • ✅ Each STEP independently loads required documents
  • ✅ Do not retain detailed content from previous STEPs
  • ✅ Only record key decisions and outputs
Page-by-Page Loop:
  • ✅ STEP 6-7 must be processed page by page
  • ✅ Clear search results after each page
  • ✅ Recheck Dummy design before next page

📚 Reference文件索引

📚 Reference File Index

Claude根据当前STEP,按需读取:
文件用途何时加载
methodology.md
MECE、Issue Tree、Hypotheses方法论STEP 2-3首次执行
layouts.md
7种McKinsey页面布局库STEP 4-5首次执行
design-specs.md
配色、字号、信息密度规范STEP 4-5首次执行
page-dependencies.md
页面依赖关系标注规范 ⭐ 新增STEP 4-5首次执行
excel-data-spec.md
Excel数据文件结构规范STEP 6首次执行
delivery-summary.md
Word报告结构和格式STEP 8用户要求时
troubleshooting.md
常见问题和解决方案STEP 9遇到问题时
quick-guide.md
快速参考和介绍用户首次询问时
workflow.md
详细流程图用户要求查看时
examples.md
完整案例参考用户要求案例时
⚠️ 重要: 除了当前步骤需要的文件,不要加载其他文件!

Claude reads on-demand based on current STEP:
FilePurposeWhen to Load
methodology.md
MECE, Issue Tree, Hypothesis methodologyFirst execution of STEP 2-3
layouts.md
7 types of McKinsey page layoutsFirst execution of STEP 4-5
design-specs.md
Color, font size, information density specificationsFirst execution of STEP 4-5
page-dependencies.md
Page dependency annotation specifications ⭐ NewFirst execution of STEP 4-5
excel-data-spec.md
Excel data file structure specificationsFirst execution of STEP 6
delivery-summary.md
Word report structure and formatWhen user requests in STEP 8
troubleshooting.md
Common problems and solutionsWhen problems occur in STEP 9
quick-guide.md
Quick reference and introductionWhen user asks for first time
workflow.md
Detailed flow chartWhen user requests to view
examples.md
Complete case referencesWhen user requests examples
⚠️ Important: Do not load any files other than those required for the current step!

💡 使用示例

💡 Usage Examples

新项目:

New Project:

用户: "用mckinsey-consultant分析中国新能源汽车市场"

Claude:
[加载: 无,基于SKILL.md核心即可]
STEP 1: 定义问题边界...
[第一次到STEP 2时]
file_read(methodology.md)
STEP 2-3: 构建Issue Tree...
[用完释放methodology.md]
[第一次到STEP 4-5时]
file_read(layouts.md)
file_read(design-specs.md)
STEP 4-5: 设计Dummy Pages...
[输出Dummy.md]
[用完释放layouts.md, design-specs.md]
[第一次到STEP 6时]
file_read(excel-data-spec.md)
STEP 6-7: 逐页生成...
  第1页: 搜索→Excel→PPT→自检→暂停
  [清空第1页上下文]
  第2页: 搜索→Excel→PPT→自检→暂停
  [清空第2页上下文]
  ...
User: "Analyze China's new energy vehicle market with mckinsey-consultant"

Claude:
[Loading: None, core SKILL.md is sufficient]
STEP 1: Define problem boundaries...
[First time entering STEP 2]
file_read(methodology.md)
STEP 2-3: Build Issue Tree...
[Release methodology.md after use]
[First time entering STEP 4-5]
file_read(layouts.md)
file_read(design-specs.md)
STEP 4-5: Design Dummy Pages...
[Output Dummy.md]
[Release layouts.md, design-specs.md after use]
[First time entering STEP 6]
file_read(excel-data-spec.md)
STEP 6-7: Generate page by page...
  Page 1: Search→Excel→PPT→Self-Check→Pause
  [Clear context for Page 1]
  Page 2: Search→Excel→PPT→Self-Check→Pause
  [Clear context for Page 2]
  ...

跨对话续写:

Cross-Continuation:

[新对话]
用户: [上传Dummy.md]
      "请从第10页继续"

Claude:
file_read(Dummy.md)  # 读取完整项目规范
[识别当前在STEP 6-7]
file_read(excel-data-spec.md)  # 按需加载
查看Dummy第10页设计要求
开始第10页: 搜索→Excel→PPT→自检→暂停

[New Conversation]
User: [Upload Dummy.md]
      "Please continue from Page 10"

Claude:
file_read(Dummy.md)  # Read complete project specifications
[Identify current phase is STEP 6-7]
file_read(excel-data-spec.md)  # Load on demand
Review design requirements for Page 10 in Dummy
Start Page 10: Search→Excel→PPT→Self-Check→Pause

🎓 开发者说明

🎓 Developer Notes

版本: V3.0 - Progressive Disclosure Architecture 作者: Qianru Tian (fleurytian@gmail.com) 关注: 小红书@如宝|AI&Analytics 背景: 前麦肯锡中国咨询顾问 + AI产品经理
V3.0核心升级:
  1. 渐进式披露: 从1130行压缩到~300行核心
  2. 按需加载: Claude主动
    file_read
    所需文档
  3. 上下文优化: 用完即释放,降低70%+消耗
  4. 稳定性提升: 可稳定生成20-25页PPT
反馈与建议: fleurytian@gmail.com

Version: V3.0 - Progressive Disclosure Architecture Author: Qianru Tian (fleurytian@gmail.com) Follow: Xiaohongshu @如宝|AI&Analytics Background: Former McKinsey China Consultant + AI Product Manager
V3.0 Core Updates:
  1. Progressive Disclosure: Compressed from 1130 lines to ~300 lines of core content
  2. On-Demand Loading: Claude actively
    file_reads
    required documents
  3. Context Optimization: Release after use, reduce consumption by 70%+
  4. Stability Improvement: Can stably generate 20-25 pages of PPT
Feedback and Suggestions: fleurytian@gmail.com

⚠️ Claude执行检查清单

⚠️ Claude Execution Checklist

在执行本skill时,Claude应该确认:
⚠️ CRITICAL - 行为规则检查:
  • 首次使用时:是否严格使用了4行精确话术?
  • 首次使用时:是否避免了列举示例和详细询问?
  • 问题澄清时:是否只问了1-2个关键问题?
  • 流程启动:是否等待用户明确指示后才开始STEP 1?
初始阶段:
  • 只加载了SKILL.md核心,没有预加载references
  • 理解了"按需加载"原则
STEP 1:
  • 直接执行,无需加载额外文件
STEP 2-3:
  • 首次执行时才
    file_read(methodology.md)
  • 使用完后不在上下文中保留全文
STEP 4-5:
  • 首次执行时才加载layouts.md和design-specs.md
  • 输出完整Dummy.md文件
  • 使用完后释放
STEP 6-7:
  • 首次执行时才
    file_read(excel-data-spec.md)
  • 严格逐页循环,不能一次性处理多页
  • 每页完成后清空该页搜索结果
  • 下一页开始前重新查看Dummy设计
STEP 8-9:
  • 只在需要时才加载对应文档
  • 默认不主动提供
全程原则:
  • 用完即释放,不常驻上下文
  • 遇到不确定的问题才查阅troubleshooting.md
  • 不重复加载已经用过的文档
When executing this skill, Claude should confirm:
⚠️ CRITICAL - Behavior Rule Check:
  • First use: Did you strictly use the exact 4-line wording?
  • First use: Did you avoid listing examples and detailed questions?
  • Problem clarification: Did you only ask 1-2 critical questions?
  • Process initiation: Did you wait for the user's clear instruction before starting STEP 1?
Initial Phase:
  • Only loaded core SKILL.md, no preloaded references
  • Understood the "on-demand loading" principle
STEP 1:
  • Executed directly, no additional files loaded
STEP 2-3:
  • Only
    file_read(methodology.md)
    on first execution
  • Did not retain full text in context after use
STEP 4-5:
  • Only loaded layouts.md and design-specs.md on first execution
  • Output complete Dummy.md file
  • Released after use
STEP 6-7:
  • Only
    file_read(excel-data-spec.md)
    on first execution
  • Strictly processed page by page, no multi-page processing at once
  • Cleared search results after each page
  • Rechecked Dummy design before next page
STEP 8-9:
  • Only loaded corresponding documents when needed
  • Did not offer proactively by default
Overall Principles:
  • Released after use, no permanent context retention
  • Only consulted troubleshooting.md when encountering uncertain problems
  • Did not reload documents that have already been used