Client Situation Analysis Template Prompt
Prompt
I need to structure a discovery meeting for a [PASTE: client industry] client facing [PASTE: specific business challenge]. Create a comprehensive situation analysis framework that helps my team understand the client's world quickly and build credibility. Include detailed guidance on: (1) Pre-meeting preparation – what critical data and stakeholder briefing should we complete before Day 1? (2) Discovery structure – organize 4-5 key question areas by topic to uncover root causes, business impact, and decision constraints. (3) Stakeholder interview approach – who must we talk to (functional leaders, operations, finance)? What's the best engagement approach for each audience to surface honest feedback? (4) Quick-win identification – how do we spot 2-3 early value opportunities within the first week? What defines a true quick win that builds trust? (5) Output format – create a one-page situation summary template we can present to the client by day 5. What sections are essential? (6) Decision framing – focus the analysis on decisions the client needs to make in the next 90 days. What trade-offs should we highlight? Provide specific discovery questions, interview guides, sample agenda, and situation summary examples. Make it practical for frontline consultants.
Why it works
Clients expect consultants to understand their world within days. A structured discovery process signals rigor and surfaces early wins that build momentum.
Watch out for
Over-templating can feel generic. Always customize questions by industry and tailor outputs to what the client actually cares about most.
Used by
ExecutivesFounders