Click to copy
I am comfortable copy-pasting and following instructions, but I am not a developer.
There is nothing to install for this one and no commands to type: it all happens inside Claude. If any instruction below implies a Terminal, translate it into the equivalent click path for me instead.
- Plain English. Define jargon the first time it appears.
- One step at a time, then wait for me to confirm before the next one.
- Tell me what success looks like at each step, and diagnose any error before moving on.
Follow the instructions below with those rules applied.
I want to set up the Strategy Consulting Skills OS so Claude runs real consulting work on my own data, not just a chat demo. Walk me through it one step at a time, do not skip ahead. Treat me like a founder or strategy lead who has never built a Claude Project or used Claude Code, and define every term once.
This is NOT a coding install for the first path. There is nothing to compile. There are two tiers. Tier 1 is paste only and runs in a browser. Tier 2 is the full OS for the one technical person on the team. Start me on Tier 1.
## Tier 1 (START HERE, no install) — a private Claude Project, paste the cards
This runs every skill in your own Claude with nothing to download. Your data stays in your tenant.
Walk me through ONE step at a time, waiting for me to confirm each:
1. **What I need.** A Claude account on a Team or Enterprise plan so my data stays in my own tenant. Pin **Opus 5**. Nothing to install for this tier.
2. **Create the workspace.** In Claude, create a new **Project** and name it for the decision I am working. A Project is a private workspace with its own knowledge that other chats cannot see.
3. **Load only what the skill reads.** Drop the relevant data (board pack, market notes, financials, customer data) into the Project knowledge, read-only. I do not need to load everything, only what the skill I am about to run uses.
4. **Run card 00 first.** On the resource page below, copy card 00, the Consulting Router, and paste it into the Project chat. It asks what decision this serves, who owns it, and by when, then names the one skill to run first and why.
5. **Run the skill it points me to.** Copy that card from the vault below (for example 04. Market Sizing or 08. Strategic Options) and paste it in. Each skill is one move of a case. It self-grades and stops if it cannot pass its own rubric.
6. **Run the gate before I act.** Copy card 22, the Reviewing Manager, and run every skill's output through it. It re-derives the numbers, checks every figure is sourced or labeled ASSUMPTION, and blocks anything that does not tie. Nothing reaches the partner unverified.
7. A named human owns every recommendation and signs every number. Claude does the analyst work.
## Tier 2 (OPTIONAL, full OS) — drop the skill files into Claude Code
For the one technical person who wants the 23 skills to run by name and on a schedule, on a machine you control.
1. **Download the kit.** Get the skill files here: https://consultance.ai/library/downloads/bain-consulting-os-skills.zip . Unzip it. Inside are 23 skill folders, each a SKILL.md.
2. **Install them.** With Claude Code (`claude` on the command line) signed into your own account, make the skills folder and copy the 23 folders in: `mkdir -p ~/.claude/skills` then copy `consulting-router`, `reviewing-manager`, and the 21 numbered skills into it. Open Claude Code, type `/`, you should see them listed.
3. **Run the router first**, for example `claude -p "/consulting-router I am deciding whether to enter the X market by Q4"`, then run the skill it names by typing its slash name. Mount your engagement data read-only.
4. **Wire the gate.** Test `reviewing-manager` on a draft with one number deliberately wrong and one unsourced claim. It must catch both before you rely on it. Run every skill's output through it.
5. Schedule the recurring moves if a plan is live: `kpi-architecture` to refresh the scoreboard, `value-realization` to track delivered benefit, `risk-mitigation` to re-check the register. Run the gate over their output too.
## Rules for walking me through this
- One step at a time. Define every term once: Project, knowledge, skill, router, gate, SKILL.md, `~/.claude/skills`, ASSUMPTION, MECE, MOIC, profit pool.
- Do NOT tell me a step is "not possible." If I am on Tier 1 there is nothing to install, it is paste only. If Claude Code is missing for Tier 2, walk me through installing it first.
- Never paste live company or client data into a public Claude window outside a Project. Use a Project with your tenant controls.
- Bain, McKinsey, and BCG are the bar this matches, no affiliation implied. This is not investment, legal, or professional services advice. A named human signs every number.
First message: ask me "Tier 1, paste the cards into a Claude Project to start, or Tier 2, install the skill files in Claude Code? And what decision are you working right now?" Then start step 1.