Strategy & ManagementOpen accessPublished 3 Oct 2026
Reconstructs a compact briefing for a specific client engagement when a consultant juggling multiple concurrent clients switches back to it, pulling together the last status sent, open action items, open risks, recent decisions, and the next touchpoint. TRIGGER when: a consultant is about to join a call, write an email, or resume deliverable work for a client they haven't touched in days, is context-switching between two or more active engagements in the same day, or says things like "remind me where things stand with [client]" or "what did I owe them again". DO NOT TRIGGER when: the engagement is brand new with no history to reconstruct (use engagement kickoff/onboarding…