Client Master Plan — Context
Purpose
The master plan serves three functions:
- Strategic memory — Everything said, decided, and observed in one place. No relying on recall.
- Pattern detection — Themes, recurring constraints, and trajectory changes surface over time.
- Session prep — Open the master plan before any session and know exactly where you left off, what's pending, and what to push on.
Section-by-Section Methodology
GPS (Position, Direction, Speed)
The GPS is the client's current state compressed into three dimensions.
- Position — Where they are right now. Factual, specific, no spin. Team composition, active projects, operational reality, what's working, what's broken.
- Direction — Where they want to go. Use their language, their goals, their metrics. Don't reinterpret.
- Speed — How fast they're moving. Readiness, urgency, bandwidth, blockers to pace. Are they pushing forward or stuck?
Trajectory sits above the GPS grid. It's a 3–5 sentence narrative that synthesizes all three dimensions into a momentum read. What just happened, what's happening, what's coming.
Change markers track how each dimension shifted since last update: Changed, Consistent, or Escalated.
GPS history preserves every previous snapshot. This is how you track engagement evolution over months. Never edit history entries — they document what was true at that point in time.
Recurring Themes
Themes are patterns that emerge across multiple sessions and data sources. They are NOT single observations — they require evidence from at least two sources.
Each theme has:
- A name that captures the pattern (not the instance)
- Evidence text explaining what you've observed
- Source tags showing where it appeared
Theme border colors signal severity:
- Red (danger) — critical, active, needs attention
- Gold — strategic or structural, important but not urgent
- Amber (default) — informational, worth tracking
Themes can be elevated to formal constraints when evidence is strong enough. When this happens, note the elevation in the theme and cross-reference the constraint ID.
Relationship Card
Static reference data about the engagement. Entry point (how the client came in), duration, meeting cadence, communication style. Update when something structural changes (cadence shifts, style evolves).
Current Engagement
Active and historical engagements with status badges. Shows what the client is currently paying for, what initiatives are active, and links to related documents (project plans, blueprints).
Seeds Planted
Future revenue tracking. Every idea, product, or service you've mentioned or the client has expressed interest in. Each seed has a status progression: Seed → Presented → Interested → Active.
The "Next" field on each seed is the specific action that moves it forward. Keep this current — it drives your revenue development.
Constraints Diagnosed
The constraint list mirrors the Constraint Priority Matrix but in a compressed format. Each constraint shows: type (upstream/downstream), category, tier, status, and detail text. Pattern tags (Recurring, Escalating, Same Root Cause, Solve Together) appear as small badges.
Tier colors on the left border:
- Gold = Tier 1 (Solve This Week)
- Slate = Tier 2/3 (Find Upstream / Queue)
- Muted = Tier 4 (May Self-Resolve), shown at reduced opacity
Solved constraints move to a separate section with green borders, strikethrough text, and the solution + date. Never delete solved constraints — they're evidence of progress.
Matrix Insight is a gold-bordered summary below the constraints. It synthesizes the constraint landscape: how many active, how many solved, what category they cluster in, what the highest-leverage move is.
Recommendations
Every recommendation you've made to the client, with status tracking. Linked to specific constraints so you can see which recommendations address which problems.
Status progression: Suggested → Accepted → In Progress → Designed → Implemented.
Key Quotes
Direct quotes from the client that reveal mindset, priorities, frustrations, or breakthroughs. Each quote has context explaining what prompted it and what it reveals.
Quote rules:
- Keep close to what was said
- Clean up transcription garble and filler words
- Never fabricate or embellish
- If you can't tell intent, flag it and ask
Latest Wins
Evidence of progress. Three types:
- Operational wins — system deployed, SOP adopted, process changed
- Relationship wins — engagement expanded, trust deepened, commitment made
- Team wins — team member stepped up, ownership transferred
Each win needs: what happened, why it matters, and when.
Action Items
Checkbox list grouped by session date, most recent first. Each action has an owner badge (Mine or Client) and source date.
Update pattern:
- Check off completed items and add completion notes
- Add new items from the latest session
- Recurring items (weekly rituals, ongoing commitments) stay unchecked with a "Weekly" note
Recent Conversations
Summary cards for each session with click-to-expand modals containing the full recap.
Summary card shows: date, type, 3–5 sentence summary, key outcomes. Modal contains: full narrative recap and structured outcomes.
Write recaps from what actually happened, not what was planned. If the conversation went off-script, document where it went and why.
History
One-line entries with dates. Factual, compressed. "Coaching call — SOP V3 reviewed" not "Had a great session about the SOP."
Notes
Free-form advisor-only section. Coaching observations, relationship flags, strategic context that doesn't fit elsewhere. This section is never shared with the client.
Design Philosophy
The master plan uses a dark theme (charcoal background, cream text, gold accents) because it is the advisor's internal tool. Client-facing documents use light themes. The dark/light distinction signals immediately whose document you're looking at.
The document is designed to be dense. It should feel like a command center, not a report. Every section earns its space by being actively used in session prep or post-session processing.