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HomeSkillsSkills for StrategyAndrew PershJuly 5, 202616 min read

Run a Full Strategy Engagement on Fable 5.1 Instead of a Retainer

A tier-one strategy engagement runs through the same five phases every time: diagnose, map, choose, execute, communicate. This pack turns each phase into six plug-and-play Claude skills, 30 in total, so you can run the engagement yourself first and decide afterward whether you still need to pay for one.

Run a full strategy engagement on Fable 5.1 instead of a retainer

Run a full strategy engagement on Fable 5.1 instead of a retainer, and the usual scope of work behind a tier-one strategy firm's board deck collapses into 30 focused Claude skills you run yourself: diagnose the question, map the market, choose the path, build the roadmap, and write the memo. Each skill is a single markdown file that teaches Claude a named, repeatable method instead of a vague instruction to "do some strategy work," and every skill ships with example prompts. Running all 30 end to end is roughly a 50-agent workflow across 150 prompts, with each phase synthesized before it feeds the next. You still own every decision the skills inform; they remove the hours it used to take to reach the point where a decision was even possible.

Download all 30 skills

One zip, one folder per skill, 5 phases. Free, no signup.

Download the zip

Quick answer: should you run this yourself?

Use the 30-skill pack when the deliverable is a board pack, diligence exhibit, or operating-model deck built to a corporate template, and someone on your own team has the standing to review the analysis. Skip it when the job is winning money or attention rather than defending a number.

For a genuine strategy engagement, three routes actually work. A tier-one or boutique strategy firm still wins when the board needs to hear the recommendation from an outside name. This Claude skills pack, free, 30 skills across 5 phases, wins when the work is corporate analysis and an internal team already has the judgment to review the output. A design-led tool such as Gamma or Canva wins when the deliverable is a fundraising pitch or a launch deck, where visual impact matters more than a defensible framework. Pick based on who has to sign off, not on price.

How we chose the 30 skills

The pack is built around the shape of a real engagement, not a wish list of prompts. Before a skill made the cut, it had to clear four tests, and a lot of plausible ideas failed at least one of them.

  • Maps to one phase of a real engagement. Every skill sits inside Diagnose, Map, Choose, Execute, or Communicate. Generic prompts like "brainstorm ideas" did not make it in.
  • Teaches one named, checkable method. A MECE issue tree, a weighted scoring matrix, a base/upside/downside scenario set, not an open-ended instruction to "analyze this."
  • Works from what you paste in, on purpose. Every skill was tested against notes, transcripts, and figures typed into the chat. We deliberately left out anything that needs a live market-data or CRM connection; that is a different build.
  • Leaves the sign-off with a person. Skills draft, score, and structure; none of them are written to output a final recommendation that skips a human review before it moves to the next phase.
  • Tested end to end, not skill by skill. The handoff between phases, Diagnose into Map, Choose into Execute, had to actually carry context forward, not just work in isolated demos.

Half of employed Americans now use AI in their job at least a few times a year, up from 46% the previous quarter, according to Gallup's Q1 2026 workplace survey. The open question for a strategy team is no longer whether to use AI; it is whether to use it as an unstructured chat window or as a set of tested methods.

Key takeaways

  • Structure beats speed on a board-level call. A tier-one firm or boutique consultant brings a tested method and an outside name; a skills pack brings the structure without the name. Pay for the outside name only when the room needs to hear it from someone other than your own team.
  • First draft in hours, not weeks. A Claude skills pack turns around a first issue tree, market-sizing pass, or roadmap draft in one session; a retainer engagement is typically scoped and staffed for days to weeks before the first real output appears.
  • Judgment never leaves the building. Every route still needs a person who owns the final call. A retainer adds an outside set of eyes; a skills pack assumes your own team plays that role, so it only works where that reviewer already exists in-house. That matches how Claude gets used generally: Anthropic's own Economic Index classifies most Claude.ai conversations as augmenting a task rather than fully automating it, not the other way around.
  • Cost scales with who does the thinking. A tier-one or boutique engagement is priced in the six to seven figures for a focused, multi-week scope; a free skills pack shifts that cost to the hours your own team spends running and reviewing it instead.
  • Analysis and visual design are different jobs. A skills pack, like a firm, is built to defend a number in a room. It is the wrong tool for a fundraising deck or a launch page, where a design-led tool wins on look before anyone reads the content.

How the routes compare

Five ways to get a strategy engagement done, scored on the same five questions. None of them wins on every row, including this pack.

Route
Structure & rigor
Time to first output
Who reviews it
Cost profile
Best format
Retainer with a tier-one or boutique firm
High, a tested method
Days to weeks
An outside team, plus yours
Six to seven figures
Analysis and a polished deck
Independent or boutique consultant
Medium to high, depends on the person
Days to weeks
One outside consultant, plus yours
Five to six figures
Analysis; deck quality varies
This 30-skill Claude pack
High, a named method per phase
Hours per phase
Your own team only
Free, your team's time
Analysis and memo, not a designed deck
Generic AI prompting, no structured skills
Low, no consistent method
Minutes, often redone
Your own team, more editing
Free, model cost only
Rough draft only
Fully in-house, unaided
Depends entirely on the team
Weeks, around other work
Your own team only
Internal time only
Whatever the team can produce

Cost bands are directional, not quoted prices. Global technology consulting alone is on pace to cross $400 billion in revenue in 2026, according to Source Global Research, a reminder that "bring in outside help" is still the default reflex for most of the market despite the cost.

A Retainer With a Strategy Firm: Who Is It Built For?

Built for a board or investment committee that needs to hear the recommendation from a name outside the building, a decision large enough that being wrong is genuinely expensive, or a team with no internal capacity to run the analysis at all. A tier-one or boutique strategy firm brings a tested method, a partner willing to defend the number in the room, and staffing that flexes to the deadline.

The trade-off: you are paying six to seven figures largely for the outside name and the staffing flex, not for a method your own team could not learn, and the engagement still needs your team's context to land, so the work never fully leaves the building anyway.

A Boutique or Independent Consultant: Who Is It Built For?

Built for a company that wants an outside perspective and a tested method but does not need, or cannot justify, a full firm's staffing and overhead. A former in-house strategist or a small boutique shop can run the same five phases at a fraction of a tier-one firm's cost, often faster, because there is no internal review layer to clear before something reaches you.

The trade-off: quality now depends entirely on one person or a small team instead of a firm's training and quality-control system, and if that person is unavailable, there is no bench behind them.

Generic AI Prompting: Who Is It Built For?

Built for a single quick question, a one-off summary, or a first pass at something small, where getting a workable answer on one try matters more than method. Typing "help me think through our market entry" into a chat window works fine for scoping a conversation.

The trade-off: without a named method behind the prompt, the output is only as structured as the person asking, so the same question asked twice can produce two different frameworks and no way for a reviewer to tell which one to trust. Closing that gap is exactly what a skills pack like this one is for.

The 30-Skill Claude Pack: Who Is It Built For?

Built for a team that already has the judgment to review a strategy analysis and needs the hours back, not the outside name. Corporate documents and consulting-style presentations, board packs, steering-committee decks, diligence exhibits, operating-model slides, are the design center: each skill produces one defensible, checkable piece of a real engagement that a reviewer can accept, edit, or reject line by line. As Wharton professor Ethan Mollick puts it, the point is "using AI as a way to free ourselves from drudgery, allowing us to focus on what matters," not skipping the judgment call itself.

The trade-off: it is built for the analysis and the memo, not for making something look designed. There is no outside name attached to the recommendation, so it is the wrong tool when a board specifically needs to hear from someone other than your own team, and it will not produce a good-looking pitch deck: for founder fundraising, launch decks, or anything where visual impact matters more than a defensible framework, a design-led tool wins.

Doing It Fully In-House, Unaided: Who Is It Built For?

Built for a team with the time, the seniority, and the muscle memory to run a structured engagement from memory, with no outside tool or firm involved at all. Some functions genuinely have this in-house.

The trade-off: most do not, and the failure mode is not a bad answer, it is a slow one. 62% of workers say they lose too much time simply searching for and synthesizing information before the real analysis even starts, per Microsoft's Work Trend Index survey of 31,000 workers. That is the two weeks a from-scratch engagement usually loses before anyone sees a first draft.

The 30 skills behind the engagement

5 phases, 30 skills, 6 in each phase. Every one is a standalone SKILL.md file that teaches Claude a named method for one specific part of a strategy engagement, not a generic prompt to analyze something. Between them the skills carry 150 example prompts, and running the full engagement is roughly a 50-agent workflow. Install every phase, or pull out just the skill you need.

The five-phase strategy engagement

1

Phase 1 of 5 · 6 skills

Diagnose

Frame the question and read the current state before anyone builds a slide. Turn a vague executive worry into one testable question, a MECE issue tree, an early hypothesis set, and a time-boxed workplan.

1.1

Problem Framing

problem-framing

What it does: Turn a vague executive concern into one sharp, testable strategic question with a clear decision owner

1.2

Situation Assessment

situation-assessment

What it does: Build a fast current-state picture of the business, its performance, and the forces pressing on it

1.3

Stakeholder Mapping

stakeholder-mapping

What it does: Map who decides, who influences, and who blocks, then plan how to win each of them

1.4

Issue Tree Builder

issue-tree-builder

What it does: Decompose the core question into a MECE issue tree of sub-questions you can actually answer

1.5

Hypothesis Generation

hypothesis-generation

What it does: Draft an early answer-first hypothesis set so the engagement chases evidence, not everything

1.6

Workplan Design

workplan-design

What it does: Convert the issue tree into a time-boxed analysis plan with owners, methods, and deliverables

2

Phase 2 of 5 · 6 skills

Map

Build the evidence base. Decide what data is decision-grade, size the market two ways, profile the competition, cut the customer base into real segments, and turn raw interviews into ranked findings.

2.1

Data Gathering Plan

data-gathering-plan

What it does: Decide exactly what data you need, where to get it, and how to make it decision-grade

2.2

Market Sizing

market-sizing

What it does: Size the market top-down and bottom-up with transparent assumptions and a sanity-checked range

2.3

Competitor Mapping

competitor-mapping

What it does: Profile the competitive field, positioning, and moves to find where the white space is

2.4

Customer Segmentation

customer-segmentation

What it does: Cut the customer base into segments that differ in needs, value, and how to serve them

2.5

Interview Synthesis

interview-synthesis

What it does: Turn raw interview and call notes into ranked, evidence-backed findings and quotes

2.6

Value Chain Analysis

value-chain-analysis

What it does: Map the value chain and cost-to-serve to expose where margin and leverage really sit

3

Phase 3 of 5 · 6 skills

Choose

Force a real decision. Generate genuinely distinct options, model the scenarios and the economics of each, score them against weighted criteria, and compress everything into one defensible recommendation.

3.1

Option Generation

option-generation

What it does: Generate a genuinely distinct set of strategic options, not three flavors of the same idea

3.2

Scenario Modeling

scenario-modeling

What it does: Build base, upside, and downside scenarios with named drivers and tipping points

3.3

Financial Modeling

financial-modeling

What it does: Model the P and L, cash, and returns of each option so the numbers can be compared

3.4

Prioritization Scoring

prioritization-scoring

What it does: Score options against weighted criteria to force a defensible, transparent ranking

3.5

Business Case Builder

business-case-builder

What it does: Assemble the recommended option into a full business case a board can actually approve

3.6

Recommendation Synthesis

recommendation-synthesis

What it does: Compress all the analysis into one clear recommendation with the reasoning behind it

4

Phase 4 of 5 · 6 skills

Execute

Turn the choice into a plan that survives the calendar. Sequence the roadmap, design the operating model, charter each initiative, surface the risks, define the KPIs, and plan the people side of the change.

4.1

Roadmap Design

roadmap-design

What it does: Sequence the chosen strategy into phased workstreams, milestones, and dependencies

4.2

Operating Model Design

operating-model-design

What it does: Design the org, roles, and decision rights needed to actually run the new strategy

4.3

Initiative Charter

initiative-charter

What it does: Charter each major initiative with scope, owner, success metrics, and resourcing

4.4

Risk Assessment

risk-assessment

What it does: Surface the risks that could sink the plan and pair each with a concrete mitigation

4.5

KPI Dashboard Design

kpi-dashboard-design

What it does: Define the leading and lagging KPIs and the dashboard that tracks whether it is working

4.6

Change Management Plan

change-management-plan

What it does: Plan the people side of the change so the strategy lands instead of stalling

5

Phase 5 of 5 · 6 skills

Communicate

Make the recommendation survive the room. Write the answer-first summary and board memo, build the slide narrative, draft the slides, pre-empt the hard questions, and run the decision meeting to a commitment.

5.1

Executive Summary

executive-summary

What it does: Write the one-page answer-first summary a busy executive reads before anything else

5.2

Board Memo

board-memo

What it does: Draft the board-ready memo that frames the decision, options, and the ask

5.3

Presentation Narrative

presentation-narrative

What it does: Build the storyline and slide flow that carries an audience from problem to decision

5.4

Slide Drafting

slide-drafting

What it does: Turn each storyline point into a single-message slide with a real action title

5.5

Objection Handling

objection-handling

What it does: Pre-empt the hardest questions and rehearse crisp, evidence-backed answers

5.6

Readout Facilitation

readout-facilitation

What it does: Plan and run the decision meeting so the room leaves aligned on a commitment

Setup Guide

  1. Step 1

    Download the pack and open Settings

    Download all 30 skills (.zip)

    Download and unzip the pack, keeping each of the 30 skills in its own folder with its SKILL.md file. In Claude, open your profile menu and select Settings.

    Claude profile menu with Settings highlighted
    Open the screenshot to view it full size.
  2. Step 2

    Open Skills and start an upload

    In Settings, select Skills under Customize. Open Add and choose Upload a skill.

    Claude Skills settings with Add and Upload a skill highlighted
    Open the screenshot to view it full size.
  3. Step 3

    Upload one skill file

    Open one extracted skill folder and drag its SKILL.md file into the upload window, or use the file picker. Repeat for each skill or phase you want to add.

    A SKILL.md file being dragged into Claude's skill upload window
    Open the screenshot to view it full size.
  4. Step 4

    Confirm the skill was added

    Return to the Skills list and check that the skill appears. Select its name to open it.

    Claude Skills list with the uploaded CIM Drafting skill highlighted
    Open the screenshot to view it full size.
  5. Step 5

    Review and turn on the skill

    Review the skill's name, description, and instructions, then make sure the switch beside Share is on. A blue switch means the skill is turned on; sharing it is optional.

    CIM Drafting skill details with the enabled toggle highlighted
    Open the screenshot to view it full size.

Try a skill

Name the skill you want Claude to use and provide the relevant brief, evidence, and constraints. Review every output before it feeds the next phase.

  • "Use problem-framing on this brief: our board wants 15% growth next year and nobody agrees on how."
  • "Use market-sizing to size the market for mid-market payroll software in the region."
  • "Run option-generation now that we have the market read for entering the segment."
  • "Use board-memo to turn this roadmap into a two-page memo for Thursday's board meeting."

How to choose a skill

Match your immediate question to the skill that answers it. The table below picks one skill per question, but the pack ships 30 in total across 5 phases. For the same ground organized by function instead of by phase, see our Claude Skills for Consulting: 21 Strategy Skills.

Your question
Skill to use
What exactly are we trying to answer?
Problem Framing · Diagnose
What is the current state and who has to say yes?
Situation Assessment · Diagnose
How big is this market, really?
Market Sizing · Map
Where does the competition leave white space?
Competitor Mapping · Map
Which paths could we actually take?
Option Generation · Choose
Do the numbers on each option hold up?
Financial Modeling · Choose
How do we sequence the chosen strategy?
Roadmap Design · Execute
What could sink the plan, and how do we cover it?
Risk Assessment · Execute
How do we write this up for the board?
Board Memo · Communicate
How do we run the room to a decision?
Readout Facilitation · Communicate

Where to go if this is not the right fit

Being objective means routing you somewhere else when something else genuinely fits better. Here is where that is true.

If you need
Go to
A fundraising pitch or launch deck, not a strategy analysis
The board to hear the recommendation from an outside name
A tier-one or boutique strategy firm
Just one slide fixed today, not a full engagement
A lighter, faster-to-skim version of a similar playbook
The skills organized by function instead of by phase
To turn the finished recommendation into an on-template deck
A primer on issue trees before you start Diagnose

The quality bar

Every skill is designed to hold output to the standard a senior reviewer would apply before a recommendation leaves the room.

One stated question, not five
MECE issue trees with no overlapping branches
Market sized both top-down and bottom-up
Every option scored against the same weighted criteria
Economics shown before conviction
Roadmap phased with named owners, not just labels
Risks paired with a concrete mitigation, not a shrug
Leading and lagging KPIs defined before launch
Recommendation stated on the first line of every memo
Confirmed figures marked apart from assumptions
No invented numbers, ever
Built for the board, not just the deck

Frequently asked questions

What is this Claude skills pack for running a strategy engagement?

It is 30 standalone Claude skills organized into the 5 phases of a full strategy engagement: Diagnose, Map, Choose, Execute, and Communicate, with 6 skills in each phase. Each skill is a single markdown file that teaches Claude a named, repeatable method for one job, and ships with example prompts. Across the pack that is 150 example prompts, and running the whole engagement end to end is roughly a 50-agent workflow, with each phase synthesized before it feeds the next.

How do I install these Claude skills?

Download and unzip the pack, open Settings in Claude, select Skills under Customize, and use Add, then Upload a skill. Upload the SKILL.md file from each skill folder you want to use, confirm it appears in the list, and make sure it is turned on. The five-step flow is shown below.

Does this pack require Fable 5.1, or does it work with other Claude models?

The skills are plain SKILL.md files with no model lock-in, so any current Claude model with Skills support can run them, including Sonnet 5, Opus 5, Fable 5.1, and Haiku 4.5. A stronger reasoning model such as Fable 5.1 or Opus 5 tends to help most on the judgment-heavy Choose and Communicate steps, while a faster, lower-cost model is usually enough for the more mechanical Diagnose and Map steps.

Does this replace hiring a strategy firm?

Not always. It replaces the assembly work behind a full-scope engagement: framing the question, building the market read, comparing options, drafting the roadmap and the memo. When a board needs to hear the recommendation from an outside name, a tier-one or boutique firm still wins that specific job. The judgment, the outside credibility where it is needed, and the final call stay outside this pack.

Can I run just a few of the 30 skills instead of the whole engagement?

Yes. Each skill is a standalone SKILL.md file, so you can upload only the ones you need, such as issue-tree-builder or market-sizing, and skip the rest. The full 5-phase sequence matters most when the phases actually hand off to each other; a single skill works fine on its own for a narrower question.

How does this connect to AI Academy for Professionals?

The pack gives Claude reusable methods for a full strategy engagement. AI Academy for Professionals teaches the broader AI workflows and operating habits that help professionals use tools like these consistently, review their output, and build repeatable ways of working across a team. Use the pack for the engagement itself and the Academy to deepen the surrounding workflow.