When I scaled my first company from solopreneur to five employees plus consultants, two people coming on board received equity compensation packages. Soon after that, one of their spouses, who had not understood the requirements of receiving equity, caused her husband to withdraw. That threw me into both the finding clients rainmaker role and my technical expert role. So by attrition I took the company back to solopreneurship.
All the information was available. I just did not know what questions to ask.
That is when I started creating what I now call REFRAME. It is a systematic method for mapping situations BEFORE making decisions. It applies to all types of personal and business decisions, such as creating a new employee position, starting a project, or selling your company.
For 25+ years, I used and improved my questioning process while consulting on projects in Fortune 500 companies and government agencies. The process worked. It caught blind spots before they became disasters. It helps find alligators, hidden problems that will bite you if you don't find them first. I also used it to avoid projects that would fail because questions were not welcome.
This workshop teaches you the REFRAME questioning process through real examples. There are 21 questions across 7 categories to force complete situation analysis. These are the overview questions that define each category:
- Role: Who are the people involved and what are their goals, motivations, etc?
- Environment: Given the identified people roles, what is the complete context for this decision?
- Frame: What point of view should guide the analysis?
- Requirements: What outcomes are expected and what constraints and other factors should be considered as required limitations?
- Assumptions: What am I taking for granted without verifying?
- Metrics: What should be measured and why?
- Evaluate: What is missing or contradictory in my understanding and what can AI identify as missing or as other issues?
What Happens in This Workshop
I will walk through a demo example using REFRAME. You will see how systematic questioning reveals the role conflicts, contradictory requirements, wrong assumptions, misaligned metrics and other issues. These are the alligators, which are problems hidden in your blind spots. When they surface, they will cost you time and money, so you need to find them before they bite you.
As we walk through REFRAME, I will define and demonstrate a category. Then you apply that category of questions to the demo example for 5 minutes. This repeats for each of the seven categories. You will discover how this systematic approachto analyzing situations helps you discover important issues to consider that normally would not be discussed.
In the next section of the workshop, you will learn how AI amplifies REFRAME through a two-prompt process:
Prompt 1's purpose: The AI analyzes your complete situation using REFRAME to generate a list of questions specific to YOUR reality.
Prompt 2's purpose: The AI uses your answers to the generated situation-specific questions to make recommendations and suggested actions.
You will see how this two-prompt process moves the AI from generic advice to insights specific to YOUR reality.
Outcome
You will leave with:
- The complete REFRAME method for systematic situation analysis (21 questions)
- Understanding which question categories reveal which types of blind spots
- Applied experience using REFRAME through the group demo example
- The two-prompt AI process that generates situation-specific analysis instead of generic advice
- Recognition of why situation intelligence matters: it is the ability to see what you are missing before it costs you money