@arthai/agents 1.0.0

package/templates/consulting/engagement-tracker-template.md

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+<!-- v1.0 | Generated by Consulting Toolkit -->
+<!-- Instructions: Use this template to initialize engagement tracking for a client.
+     The JSON schema defines the engagement.json file structure.
+     The ASCII dashboard is rendered by the session-summary hook and status skills. -->
+
+---
+
+# Engagement Tracker — {{CLIENT_NAME}}
+
+**Date:** {{DATE}} | **Version:** v1.0
+
+---
+
+## engagement.json Schema
+
+<!-- Instructions: Create this file at clients/<slug>/engagement.json.
+     Update currentPhase and phase statuses as the engagement progresses.
+     Add milestone entries as they are achieved. Log updates for audit trail. -->
+
+```json
+{
+  "client": "{{CLIENT_NAME}}",
+  "slug": "{{CLIENT_SLUG}}",
+  "created": "{{DATE}}",
+  "currentPhase": "discovery",
+  "phases": {
+    "discovery": {
+      "status": "in_progress",
+      "startDate": "{{DATE}}",
+      "endDate": null,
+      "deliverables": [
+        "Stakeholder interview notes",
+        "Data landscape inventory",
+        "Client profile (profile.md)"
+      ]
+    },
+    "assessment": {
+      "status": "not_started",
+      "startDate": null,
+      "endDate": null,
+      "deliverables": [
+        "Maturity assessment scorecard",
+        "Current state analysis",
+        "Opportunity catalog"
+      ]
+    },
+    "proposal": {
+      "status": "not_started",
+      "startDate": null,
+      "endDate": null,
+      "deliverables": [
+        "Executive summary",
+        "Full proposal document",
+        "ROI model",
+        "Solution architecture"
+      ]
+    },
+    "design": {
+      "status": "not_started",
+      "startDate": null,
+      "endDate": null,
+      "deliverables": [
+        "Detailed design document",
+        "Integration specifications",
+        "Test plan"
+      ]
+    },
+    "delivery": {
+      "status": "not_started",
+      "startDate": null,
+      "endDate": null,
+      "deliverables": [
+        "Working solution",
+        "Deployment runbook",
+        "Training materials"
+      ]
+    },
+    "tracking": {
+      "status": "not_started",
+      "startDate": null,
+      "endDate": null,
+      "deliverables": [
+        "ROI tracking report",
+        "Optimization recommendations",
+        "Quarterly business review"
+      ]
+    }
+  },
+  "milestones": [
+    {
+      "name": "Engagement Kick-off",
+      "targetDate": "{{DATE}}",
+      "completedDate": null,
+      "status": "pending"
+    }
+  ],
+  "updates": [
+    {
+      "date": "{{DATE}}",
+      "author": "{{CONSULTANT_NAME}}",
+      "note": "Engagement created. Discovery phase initiated."
+    }
+  ]
+}
+```
+
+---
+
+## Phase Definitions
+
+| Phase | Objective | Typical Duration |
+|---|---|---|
+| **Discovery** | Understand the client's business, data, and goals | 1-2 weeks |
+| **Assessment** | Evaluate current state maturity and identify opportunities | 1-2 weeks |
+| **Proposal** | Present findings, recommendations, and investment case | 1 week |
+| **Design** | Detail the solution architecture and implementation plan | 2-3 weeks |
+| **Delivery** | Build, test, and deploy the solution | 4-8 weeks |
+| **Tracking** | Measure ROI and optimize for sustained value | Ongoing |
+
+---
+
+## ASCII Dashboard Template
+
+<!-- Instructions: This dashboard format is used by the session-summary hook
+     and can be generated by the /engagement-status skill. Replace values
+     at render time. RAG = Red/Amber/Green status indicators. -->
+
+```
+┌────────────────────────────────────────────────────────────┐
+│                 ENGAGEMENT DASHBOARD                       │
+│  Client: {{CLIENT_NAME}}                                   │
+│  Phase:  {{CURRENT_PHASE}}                                 │
+│  Date:   {{DATE}}                                          │
+├────────────────────────────────────────────────────────────┤
+│                                                            │
+│  PHASE PROGRESS                                            │
+│                                                            │
+│  Discovery   [████████████████████] 100%  ✅ Complete      │
+│  Assessment  [████████████░░░░░░░░]  60%  🔶 In Progress  │
+│  Proposal    [░░░░░░░░░░░░░░░░░░░░]   0%  ⬚ Not Started  │
+│  Design      [░░░░░░░░░░░░░░░░░░░░]   0%  ⬚ Not Started  │
+│  Delivery    [░░░░░░░░░░░░░░░░░░░░]   0%  ⬚ Not Started  │
+│  Tracking    [░░░░░░░░░░░░░░░░░░░░]   0%  ⬚ Not Started  │
+│                                                            │
+├────────────────────────────────────────────────────────────┤
+│  HEALTH INDICATORS                                         │
+│                                                            │
+│  Timeline:     🟢 On Track                                 │
+│  Budget:       🟢 Within Range                             │
+│  Scope:        🟡 Minor Changes                            │
+│  Stakeholder:  🟢 Engaged                                  │
+│  Risk:         🟡 Moderate                                 │
+│                                                            │
+├────────────────────────────────────────────────────────────┤
+│  UPCOMING MILESTONES                                       │
+│                                                            │
+│  [ ] Assessment Complete        Target: {{DATE}}           │
+│  [ ] Proposal Delivered         Target: {{DATE}}           │
+│  [ ] Design Sign-off            Target: {{DATE}}           │
+│                                                            │
+├────────────────────────────────────────────────────────────┤
+│  RECENT UPDATES                                            │
+│                                                            │
+│  {{DATE}} — {{LATEST_UPDATE}}                              │
+│                                                            │
+└────────────────────────────────────────────────────────────┘
+```
+
+---
+
+## Status Codes
+
+| Indicator | Meaning |
+|---|---|
+| ✅ / 🟢 | Complete / On Track |
+| 🔶 / 🟡 | In Progress / Needs Attention |
+| ⬚ / 🔴 | Not Started / At Risk |
+
+---
+
+*Update engagement.json after each session. Use /engagement-status to render the dashboard.*

package/templates/consulting/executive-summary-template.md

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+<!-- v1.0 | Generated by Consulting Toolkit -->
+<!-- Instructions: This is a 1-page executive summary. Every placeholder should
+     be concise — this document is designed to be read in under 2 minutes.
+     Print-friendly at US Letter / A4. -->
+
+---
+
+# Executive Summary — {{CLIENT_NAME}}
+
+**Date:** {{DATE}} | **Version:** v1.0
+
+---
+
+## The Problem
+
+<!-- Instructions: State the core business problem in 2 sentences maximum.
+     Focus on measurable business impact, not technical details. -->
+
+{{PROBLEM_STATEMENT}}
+
+---
+
+## The Opportunity
+
+<!-- Instructions: 2 sentences describing the opportunity, followed by
+     one key metric that quantifies the potential upside. -->
+
+{{OPPORTUNITY}}
+
+---
+
+## Recommended Approach
+
+<!-- Instructions: 3 bullet points maximum. Each bullet should be a concrete
+     action, not a vague aspiration. Include timeframes where possible. -->
+
+{{APPROACH}}
+
+<!-- Example:
+- Deploy an AI-powered document processing pipeline to automate 80% of manual review (Weeks 1-6)
+- Integrate with existing ERP system for end-to-end workflow automation (Weeks 7-10)
+- Establish monitoring and feedback loop for continuous model improvement (Weeks 11-12)
+-->
+
+---
+
+## Expected ROI
+
+<!-- Instructions: One headline number that captures the financial return.
+     e.g., "3.2x return in 12 months" or "$1.4M annual savings" -->
+
+**{{EXPECTED_ROI}}**
+
+---
+
+## Investment
+
+<!-- Instructions: Provide a range to allow flexibility in scoping conversations.
+     e.g., "$75,000 - $120,000" -->
+
+{{INVESTMENT_RANGE}}
+
+---
+
+## Timeline
+
+<!-- Instructions: Total engagement duration from kick-off to production.
+     e.g., "12 weeks from contract execution to production deployment" -->
+
+{{TIMELINE}}
+
+---
+
+## Call to Action
+
+<!-- Instructions: One clear, specific next step with a target date.
+     e.g., "Schedule a 60-minute workshop by March 15 to validate scope and begin Phase 1." -->
+
+{{CALL_TO_ACTION}}
+
+---
+
+*Confidential — Prepared for {{CLIENT_NAME}}*

package/templates/consulting/maturity-assessment-template.md

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+<!-- v1.0 | Generated by Consulting Toolkit -->
+<!-- Instructions: Score the client across 5 dimensions using the rubric below.
+     Each dimension is scored 1-5. The composite score determines overall
+     readiness level. Use evidence from discovery interviews and data review. -->
+
+---
+
+# AI Maturity Assessment — {{CLIENT_NAME}}
+
+**Date:** {{DATE}} | **Version:** v1.0
+**Assessor:** {{CONSULTANT_NAME}}
+
+---
+
+## Assessment Summary
+
+| Dimension | Score | Level |
+|---|---|---|
+| Strategy | {{STRATEGY_SCORE}} | {{STRATEGY_LEVEL}} |
+| Data | {{DATA_SCORE}} | {{DATA_LEVEL}} |
+| Technology | {{TECHNOLOGY_SCORE}} | {{TECHNOLOGY_LEVEL}} |
+| People | {{PEOPLE_SCORE}} | {{PEOPLE_LEVEL}} |
+| Process | {{PROCESS_SCORE}} | {{PROCESS_LEVEL}} |
+| **Composite** | **{{COMPOSITE_SCORE}}** | **{{COMPOSITE_LEVEL}}** |
+
+---
+
+## Maturity Levels
+
+| Level | Score Range | Label | Description |
+|---|---|---|---|
+| 1 | 1.0 - 1.4 | **Ad Hoc** | No formal AI strategy. Isolated experiments. No dedicated resources. |
+| 2 | 1.5 - 2.4 | **Exploring** | Interest in AI at leadership level. Pilot projects underway. Data silos remain. |
+| 3 | 2.5 - 3.4 | **Defined** | AI strategy documented. Dedicated team exists. Data pipelines in place. |
+| 4 | 3.5 - 4.4 | **Managed** | AI embedded in operations. MLOps practices established. Measurable business impact. |
+| 5 | 4.5 - 5.0 | **AI-Native** | AI is a core competency. Continuous learning loops. AI drives strategic decisions. |
+
+---
+
+## Scoring Rubric
+
+### 1. Strategy
+
+<!-- Instructions: Evaluate how well AI is integrated into business strategy,
+     executive sponsorship, and investment planning. -->
+
+| Score | Criteria |
+|---|---|
+| **1 — Ad Hoc** | No AI strategy. AI is not discussed at leadership level. No budget allocated. Technology decisions are reactive. |
+| **3 — Defined** | Written AI/ML strategy aligned to 1-2 business objectives. Executive sponsor identified. Dedicated budget for AI initiatives. Success metrics defined but not yet tracked. |
+| **5 — AI-Native** | AI is central to corporate strategy. Board-level AI governance. Multi-year investment roadmap. AI ROI tracked quarterly. AI informs strategic decisions across the organization. |
+
+**Score:** {{STRATEGY_SCORE}}
+**Evidence:** {{STRATEGY_EVIDENCE}}
+
+---
+
+### 2. Data
+
+<!-- Instructions: Evaluate data quality, accessibility, governance, and
+     readiness for AI/ML workloads. -->
+
+| Score | Criteria |
+|---|---|
+| **1 — Ad Hoc** | Data scattered across spreadsheets and siloed systems. No data catalog. No quality standards. Manual data prep for every analysis. Privacy/compliance not addressed. |
+| **3 — Defined** | Central data warehouse or lake exists. Data catalog covers core datasets. Quality monitoring in place. ETL pipelines automated for key sources. Basic data governance policy exists. |
+| **5 — AI-Native** | Real-time data pipelines. Feature stores for ML. Automated data quality checks with SLAs. Comprehensive data lineage. Self-serve data access with fine-grained permissions. Data mesh or domain-oriented architecture. |
+
+**Score:** {{DATA_SCORE}}
+**Evidence:** {{DATA_EVIDENCE}}
+
+---
+
+### 3. Technology
+
+<!-- Instructions: Evaluate AI/ML infrastructure, tooling, and engineering
+     practices. -->
+
+| Score | Criteria |
+|---|---|
+| **1 — Ad Hoc** | No ML infrastructure. Data scientists use local machines. No version control for models. No deployment pipeline. Ad hoc API integrations. |
+| **3 — Defined** | Cloud-based ML platform (e.g., SageMaker, Vertex AI). Experiment tracking in place. CI/CD for model deployment. Model registry exists. Basic monitoring of deployed models. |
+| **5 — AI-Native** | Full MLOps pipeline: automated training, validation, deployment, monitoring. A/B testing framework. Feature stores. GPU/TPU infrastructure auto-scaling. Model performance SLAs enforced. Shadow deployments and canary releases for models. |
+
+**Score:** {{TECHNOLOGY_SCORE}}
+**Evidence:** {{TECHNOLOGY_EVIDENCE}}
+
+---
+
+### 4. People
+
+<!-- Instructions: Evaluate team capabilities, organizational structure,
+     and AI literacy across the organization. -->
+
+| Score | Criteria |
+|---|---|
+| **1 — Ad Hoc** | No dedicated AI/ML roles. AI skills limited to self-taught individuals. No training programs. AI seen as IT's responsibility. High dependence on external vendors. |
+| **3 — Defined** | Dedicated data science team (3-5 people). ML engineering role exists. AI literacy program for business teams. Cross-functional collaboration on AI projects. Hiring pipeline for AI talent. |
+| **5 — AI-Native** | Large, specialized AI organization (research, engineering, product). AI literacy across all departments. Internal AI academy. AI champions in every business unit. Competitive compensation attracts top talent. AI ethics role or committee established. |
+
+**Score:** {{PEOPLE_SCORE}}
+**Evidence:** {{PEOPLE_EVIDENCE}}
+
+---
+
+### 5. Process
+
+<!-- Instructions: Evaluate how well AI is integrated into business processes,
+     decision-making, and operational workflows. -->
+
+| Score | Criteria |
+|---|---|
+| **1 — Ad Hoc** | AI outputs not integrated into workflows. Manual handoff between AI and operations. No feedback loops. No change management for AI adoption. Decisions remain fully manual. |
+| **3 — Defined** | AI integrated into 2-3 core workflows. Human-in-the-loop review for AI decisions. Feedback loops capture model performance. Change management process for AI rollouts. SLAs for AI-assisted processes defined. |
+| **5 — AI-Native** | AI embedded in all major decision workflows. Automated escalation paths. Continuous learning from production data. Process mining identifies new AI opportunities. Business users can configure AI behavior without engineering support. Self-healing pipelines. |
+
+**Score:** {{PROCESS_SCORE}}
+**Evidence:** {{PROCESS_EVIDENCE}}
+
+---
+
+## Composite Score Calculation
+
+```
+Composite Score = (Strategy + Data + Technology + People + Process) / 5
+```
+
+| Composite Range | Readiness Level | Recommendation |
+|---|---|---|
+| 1.0 - 1.4 | **Not Ready** | Focus on strategy and data foundations before AI investment |
+| 1.5 - 2.4 | **Early Stage** | Invest in data infrastructure and a pilot project with quick ROI |
+| 2.5 - 3.4 | **Building** | Scale proven pilots, invest in MLOps, build internal capabilities |
+| 3.5 - 4.4 | **Advancing** | Optimize operations, expand AI across business units, measure ROI rigorously |
+| 4.5 - 5.0 | **Leading** | Pursue differentiation through AI innovation, consider AI product offerings |
+
+---
+
+## Dimension Radar
+
+<!-- Instructions: Generate a radar/spider chart from the scores. This can be
+     rendered using Mermaid or as an ASCII visualization. -->
+
+```
+        Strategy
+           5
+           |
+    4      |      4
+     \     |     /
+      3    |    3
+       \   |   /
+        2  |  2
+         \ | /
+    People-+----- Data
+         / | \
+        2  |  2
+       /   |   \
+      3    |    3
+     /     |     \
+    4      |      4
+           |
+    Process         Technology
+           5
+```
+
+---
+
+## Gap Analysis
+
+<!-- Instructions: For each dimension, identify the gap between current score
+     and target score, and list specific actions to close the gap. -->
+
+| Dimension | Current | Target | Gap | Priority Actions |
+|---|---|---|---|---|
+| Strategy | {{STRATEGY_SCORE}} | {{STRATEGY_TARGET}} | {{STRATEGY_GAP}} | {{STRATEGY_ACTIONS}} |
+| Data | {{DATA_SCORE}} | {{DATA_TARGET}} | {{DATA_GAP}} | {{DATA_ACTIONS}} |
+| Technology | {{TECHNOLOGY_SCORE}} | {{TECHNOLOGY_TARGET}} | {{TECHNOLOGY_GAP}} | {{TECHNOLOGY_ACTIONS}} |
+| People | {{PEOPLE_SCORE}} | {{PEOPLE_TARGET}} | {{PEOPLE_GAP}} | {{PEOPLE_ACTIONS}} |
+| Process | {{PROCESS_SCORE}} | {{PROCESS_TARGET}} | {{PROCESS_GAP}} | {{PROCESS_ACTIONS}} |
+
+---
+
+*Assessment based on discovery interviews, documentation review, and technical evaluation conducted {{DATE}}.*

package/templates/consulting/proposal-template.md

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+<!-- v1.0 | Generated by Consulting Toolkit -->
+<!-- Instructions: Replace all {{PLACEHOLDER}} values with client-specific content.
+     This template produces a complete consulting proposal suitable for
+     executive review and sign-off. -->
+
+---
+
+# {{ENGAGEMENT_TITLE}}
+
+**Prepared for:** {{CLIENT_NAME}}
+**Date:** {{DATE}}
+**Prepared by:** {{CONSULTANT_NAME}}
+**Version:** v1.0
+**Status:** Draft
+
+---
+
+## Executive Summary
+
+<!-- Instructions: Keep to 400 words or fewer. Summarize the business problem,
+     opportunity, recommended approach, and expected return. This section should
+     stand alone as a decision document for C-level readers. -->
+
+### The Challenge
+
+{{PROBLEM_STATEMENT}}
+
+### The Opportunity
+
+{{OPPORTUNITY}}
+
+### Our Approach
+
+{{APPROACH_SUMMARY}}
+
+### Expected Return
+
+{{EXPECTED_ROI}}
+
+---
+
+## Current State Assessment
+
+<!-- Instructions: Summarize findings from the discovery/assessment phase.
+     Reference the maturity assessment scorecard for detailed dimension scores. -->
+
+### Overview
+
+{{CURRENT_STATE_SUMMARY}}
+
+### Maturity Score
+
+{{MATURITY_SCORE}}
+
+<!-- e.g., "2.4 / 5.0 — Exploring" -->
+
+### Key Findings
+
+{{KEY_FINDINGS}}
+
+<!-- List 3-7 findings as bullet points with evidence and business impact. -->
+
+---
+
+## Opportunity Matrix
+
+<!-- Instructions: Map identified opportunities by business impact vs.
+     implementation effort. Highlight the top initiatives selected for this engagement. -->
+
+### Priority Matrix
+
+{{PRIORITY_MATRIX}}
+
+<!-- Suggested format: a 2x2 grid (High Impact / Low Effort = Quick Wins, etc.)
+     or a ranked table with columns: Initiative | Impact (H/M/L) | Effort (H/M/L) | Priority -->
+
+### Top Initiatives
+
+{{TOP_INITIATIVES}}
+
+<!-- Describe each selected initiative with a 2-3 sentence rationale. -->
+
+---
+
+## Recommended Approach
+
+<!-- Instructions: Break the engagement into phases. Each phase should have
+     clear objectives, activities, deliverables, and duration. -->
+
+### Phase 1 — Discovery & Design
+
+{{PHASE_1}}
+
+### Phase 2 — Build & Validate
+
+{{PHASE_2}}
+
+### Phase 3 — Deploy & Scale
+
+{{PHASE_3}}
+
+---
+
+## Solution Architecture
+
+<!-- Instructions: Insert or customize the Mermaid diagram to illustrate the
+     proposed technical architecture. Use the solution-architecture-template.md
+     for common patterns. -->
+
+{{ARCHITECTURE_DIAGRAM}}
+
+<!-- Example:
+```mermaid
+graph LR
+    A[Data Sources] --> B[Ingestion Layer]
+    B --> C[Processing]
+    C --> D[AI/ML Models]
+    D --> E[Application Layer]
+    E --> F[End Users]
+```
+-->
+
+---
+
+## Implementation Roadmap
+
+<!-- Instructions: Provide a Gantt-style view of the full engagement timeline.
+     Include milestones, dependencies, and go/no-go decision points. -->
+
+{{GANTT_CHART}}
+
+<!-- Example:
+```mermaid
+gantt
+    title Implementation Roadmap
+    dateFormat  YYYY-MM-DD
+    section Phase 1
+    Discovery           :a1, 2025-01-06, 2w
+    Design              :a2, after a1, 3w
+    section Phase 2
+    Development         :b1, after a2, 6w
+    Testing & Validation:b2, after b1, 2w
+    section Phase 3
+    Deployment          :c1, after b2, 2w
+    Optimization        :c2, after c1, 4w
+```
+-->
+
+---
+
+## Investment & ROI
+
+<!-- Instructions: Present costs transparently. Include a "do-nothing" cost row
+     to frame the investment against the cost of inaction. Link to the
+     roi-model-template.md for detailed projections. -->
+
+{{INVESTMENT_TABLE}}
+
+<!-- Suggested format:
+| Line Item                | Cost         | Notes                        |
+|--------------------------|-------------|------------------------------|
+| Phase 1 — Discovery      | $XX,XXX     | 2-3 weeks                   |
+| Phase 2 — Build           | $XX,XXX     | 6-8 weeks                   |
+| Phase 3 — Deploy          | $XX,XXX     | 4-6 weeks                   |
+| **Total Investment**      | **$XX,XXX** |                              |
+| Infrastructure (annual)   | $XX,XXX/yr  | Cloud hosting, API costs     |
+| **Cost of Doing Nothing** | **$XX,XXX/yr** | Current inefficiency cost |
+-->
+
+---
+
+## Team Model
+
+<!-- Instructions: Describe the engagement team — roles, responsibilities,
+     and time commitment for both consultant and client-side resources. -->
+
+{{TEAM_STRUCTURE}}
+
+<!-- Suggested format:
+| Role                   | Responsibility                    | Commitment  |
+|------------------------|-----------------------------------|-------------|
+| Engagement Lead        | Strategy, stakeholder management  | 50%         |
+| Solution Architect     | Technical design, integration     | 100%        |
+| ML Engineer            | Model development, training       | 100%        |
+| Client Product Owner   | Requirements, acceptance testing  | 25%         |
+| Client IT Lead         | Infrastructure, access, security  | 15%         |
+-->
+
+---
+
+## Next Steps
+
+<!-- Instructions: Provide concrete next steps with owners and target dates
+     to maintain engagement momentum. -->
+
+{{NEXT_STEPS}}
+
+<!-- Suggested format:
+| # | Action                          | Owner            | Target Date  |
+|---|---------------------------------|------------------|-------------|
+| 1 | Review and approve proposal     | {{CLIENT_NAME}}  | {{DATE}}    |
+| 2 | Execute SOW / MSA               | Legal            | {{DATE}}    |
+| 3 | Kick-off workshop               | Engagement Lead  | {{DATE}}    |
+| 4 | Environment access provisioned  | Client IT        | {{DATE}}    |
+-->
+
+---
+
+*This proposal is confidential and intended solely for {{CLIENT_NAME}}. Distribution without written consent is prohibited.*