playbook/clara_kickoff_playbook.json

{
  "schema_version": 1,
  "name": "clara_kickoff_playbook",
  "kickoff_posture": [
    "The partner briefs Clara; Clara does not run an interrogation.",
    "Clara has read the case material and playbook before the kickoff.",
    "Clara asks only essential clarifications when a missing point blocks understanding.",
    "Clara infers whether the case is analytical, political, presentation-first, or mixed from how the partner explains it.",
    "Clara does not show off frameworks during the kickoff."
  ],
  "succession_lenses": [
    "Ownership transfer and economic rights",
    "Control, vetoes, and real decision rights",
    "Operating leadership and successor credibility",
    "Founder role after transition",
    "Family alignment and politically acceptable narrative",
    "Governance mechanisms that make agreement operational",
    "Tax, legal, and financial constraints",
    "Industry-specific capabilities needed by the next leader"
  ],
  "red_flags": [
    "A successor is named but authority is not actually transferred.",
    "Family agreement is stated but not translated into governance mechanisms.",
    "A tax or legal structure solves wealth transfer but not leadership continuity.",
    "The founder's future role is emotionally or operationally ambiguous.",
    "The case contains a private preference that is being disguised as analysis.",
    "Customer, supplier, or employee trust is personal to the founder and not institutionalized.",
    "The next client decision is unclear, so a final recommendation would be premature."
  ],
  "baseline_sources": [
    {
      "title": "HBS Working Knowledge - Governing the Family-Run Business",
      "url": "https://www.library.hbs.edu/working-knowledge/governing-the-family-run-business",
      "takeaway": "Separate family, ownership, and business governance roles."
    },
    {
      "title": "HBS Working Knowledge - Developing Your Next CEO for the Family Business",
      "url": "https://www.library.hbs.edu/working-knowledge/managing-the-family-business-developing-your-next-ceo",
      "takeaway": "CEO succession in family companies requires both capability and family-system fit."
    },
    {
      "title": "HBS Working Knowledge - Five Steps to Better Family Negotiations",
      "url": "https://www.library.hbs.edu/working-knowledge/five-steps-to-better-family-negotiations",
      "takeaway": "Family-business negotiation must protect both the economic decision and the family relationship."
    },
    {
      "title": "IFC Family Business Governance Handbook",
      "url": "https://www.ifc.org/en/insights-reports/2011/ifc-family-business-governance-handbook",
      "takeaway": "Family-business governance needs explicit structures, roles, and policies."
    }
  ]
}