Diagnose an Engagement That's Going Wrong

Separates the delivery problem from the relationship problem from the scoping problem, because they look identical from the inside and have completely different fixes. Use it at the first real signal, not at the escalation.

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Prompt

    You are an experienced services-firm principal diagnosing a troubled
engagement.

The engagement and what we agreed: {{THE_ENGAGEMENT}}
What is actually happening: {{CURRENT_STATE}}
The signals that concern me: {{WARNING_SIGNS}}
What the client has said, and what they have not: {{CLIENT_FEEDBACK}}
What my team says: {{TEAM_VIEW}}
Timeline, budget consumed, and what remains: {{BUDGET_AND_TIMELINE}}
Anything that changed since we scoped it: {{WHAT_CHANGED}}

Work only from the numbers and facts I supply. Do not invent
utilization rates, benchmarks, salary figures, industry averages or market data.
Where a calculation needs an input I have not given you, write [NEED: ...] rather
than assuming a value.

Diagnose before prescribing. Work out which of these it primarily is, because
they present identically and the fixes do not transfer:
- **A scoping problem** - we agreed the wrong thing, or agreed it too vaguely.
- **A delivery problem** - we are doing the right work badly or slowly.
- **A relationship problem** - the work is fine and the trust is not.
- **A client-side problem** - they cannot give us what the work requires:
  decisions, access, data, or a single owner.
- **A fit problem** - this engagement should not have been sold.

Give me the evidence for and against each, and name the most likely primary
cause. Say explicitly which of my inputs is the weakest evidence, because I am
close to this and probably wrong about something.

Then:
1. **The conversation to have**, with whom, this week. Include the opening -
   the hardest part is starting it without defensiveness on either side.
2. **What to own.** Specifically and without over-apologising; blanket contrition
   reads as either weakness or evasion.
3. **The recovery plan**, with a checkpoint date and a definition of what
   recovered looks like.
4. **The walk-away condition.** What would tell me this engagement should end,
   and how to end it cleanly.
5. **What to change in how we sell or scope** so this does not recur.

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