asb-carol-observations

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Observations: The Raw Facts About Who You Actually Are

观察:关于公司真实状况的原始事实

Every ideal-customer definition is derived from an honest accounting of who the company actually is — but "write down our strengths and weaknesses" is an impossible instruction. Nobody knows where to start, everyone rationalizes, and whether something even IS a strength depends on who's asking. So this method starts a level lower: raw observations, gathered through twelve detailed question categories, recorded vividly and specifically, and deliberately NOT judged. Classification comes later; this step gets the truth on the record.
每一份理想客户定义都源于对公司真实状况的坦诚梳理——但“写下我们的优势和劣势”是一项难以执行的指令。没人知道从何入手,每个人都会找借口合理化,而且某件事是否属于优势,取决于询问的对象是谁。因此,这个方法从更基础的层面开始:通过12个详细的问题类别收集原始观察结果,生动具体地记录下来,并且刻意不做评判。分类工作留到之后再做;这一步的目标是记录真实情况。

The mental model

思维模型

Why observations before strengths

为何先收集观察结果,而非直接评判优势

Whether a fact is a strength or a weakness is in the eye of the beholder: "inexpensive" is a strength to price-conscious buyers and a weakness signal to serious ones; "one hundred features" is completeness to some and bloat to others. Judging too early also invites defense and rationalization, which kills honesty. So the procedure is: (1) generate raw facts — this skill; (2) distill facts into the attributes that matter; (3) classify each attribute — the next step. Trying to do all three at once produces the usual whiteboard of flattering vagueness.
一个事实是优势还是劣势,取决于观察者的视角:“价格低廉”对注重性价比的买家来说是优势,但对追求品质的客户来说却是劣势信号;“拥有上百项功能”对某些用户来说是完备的体现,对另一些用户来说却是冗余臃肿。过早评判还会引发辩解和合理化行为,破坏坦诚性。因此流程分为三步:(1) 生成原始事实——即本工具的功能;(2) 从事实中提炼关键属性;(3) 对每个属性进行分类——这是下一步工作。如果试图同时完成这三步,最终得到的只会是白板上那些自欺欺人的模糊表述。

The outside-consultant posture

外部顾问视角

Generate facts as if you were an outside consultant hired to reverse-engineer the company: What decisions has it made, even unintentionally? What must its strategy be, even if nobody wrote it down? You may observe behaviors and outcomes; you may NOT interrogate anyone about why they acted — asking why makes people unwittingly rationalize or mount a defense. This is discovery, not judgment.
以外部顾问的身份生成事实,仿佛你受雇来逆向解析这家公司:它做出过哪些决策,哪怕是无意之举?它的战略必然是什么,哪怕没人将其写下来?你可以观察行为和结果;但不得询问任何人他们“为何”这么做——询问原因会让人们不自觉地找借口辩解或自我防卫。这是发现事实的过程,而非评判。

Public evidence is legitimate seed material

公开证据是合理的基础素材

When the company already operates and strangers already talk about it online, the outside-consultant's first move is to go read what they say. Public reviews, social posts, forum threads, news articles, and the company's own marketing are real artifacts — checkable by channel and quote — so gathering them up front is not fabrication; it is exactly the reverse-engineering this posture calls for. But seed is not verdict: a scraped review is a candidate observation, recorded in its own External Research section and then pressed and confirmed by the user (who alone has seen the private behaviors behind it) before it becomes a numbered observation. The research widens the aperture and pre-loads the walk; it never replaces it. For a company with no product or no public presence yet, there is nothing to scan — skip it.
当公司已经运营且外界在网上讨论它时,外部顾问的第一步就是去查看这些讨论内容。公开评论、社交帖子、论坛话题、新闻文章以及公司自身的营销内容都是真实的素材——可以通过渠道和引述进行核实——因此提前收集这些内容并非编造,而是完全符合逆向解析的视角要求。但基础素材并非定论:抓取到的评论只是“候选观察结果”,会记录在单独的“外部研究”部分,之后由用户(唯有他们了解背后的内部行为)确认后,才会成为编号的观察结果。研究工作能拓宽视野并为后续流程铺垫,但永远无法替代后续流程。对于尚未推出产品或没有公开曝光度的公司,无需扫描任何内容——直接跳过即可。

Don't evaluate, don't blame, don't act

不评估、不指责、不行动

The standing rule of the whole session. "Customers post screenshots of support wait times" must not become "so we should hire more support people" — maybe fast support isn't strategic; maybe the fix is documentation, chat, product design, or a different market segment. Now is not the time. Equally: no observation is anyone's fault. The moment the session turns evaluative, people stop telling the truth. Ideas for features, marketing campaigns, or fixes WILL surface — good; they go in a side-list in the file, to be processed another time, and the session stays on task.
这是整个流程的核心规则。“客户发布支持等待时长的截图”不能变成“所以我们应该雇佣更多客服人员”——也许快速支持并非战略重点;也许解决方案是完善文档、增加聊天工具、优化产品设计,或是转向其他细分市场。现在不是考虑行动的时候。同样:任何观察结果都不是某个人的“过错”。一旦流程转向评估,人们就会停止说实话。过程中会涌现功能、营销活动或修复方案的想法——这是好事;这些想法会被记录在文件的侧栏列表中,留到以后处理,而当前流程需专注于收集观察结果。

Vivid and specific, or it isn't an observation

必须生动具体,否则不能称为观察结果

"Support could be better" is a mood. "Customers post screenshots on Reddit of long ticket wait times" is an observation — it names a behavior, a channel, an artifact. Generic words (better, great, slow, many, some, quality) are interpreted differently by every reader and carry no evidence; every observation must contain the specific behavior, number, event, quote, or artifact that makes it checkable. "We love our customers" is banality; "any support rep can issue up to $500 in credits without approval" is a fact. When the user offers the mood, press for the incident behind it. Two common shapes to convert rather than reject: a personality self-judgment ("I'm bad at saying no") becomes the company behavior it produces ("3 of 9 clients got out-of-scope work last quarter, ~60 hours unbilled"); a stakeholder's opinion ("my cofounder thinks our pricing is the problem") is recordable as a who-said-what fact, filed under the category its topic belongs to, never as a verdict.
“支持服务可以更好”是一种主观感受。“客户在Reddit上发布长工单等待时长的截图”才是观察结果——它明确了行为、渠道和具体素材。通用词汇(更好、很棒、缓慢、很多、一些、优质)在每个读者眼中的解读都不同,且没有证据支撑;每个观察结果必须包含可核实的具体行为、数字、事件、引述或素材。“我们热爱客户”是空话;“任何客服代表无需审批即可发放最高500美元的信用额度”是事实。当用户给出主观感受时,要追问背后的具体事件。有两种常见的模糊表述需要转化而非拒绝:一种是人格自我评判(“我不擅长拒绝”),要转化为其导致的公司行为(“上季度9个客户中有3个获得了超出范围的服务,约60小时未计费”);另一种是利益相关者的意见(“我的联合创始人认为定价是问题所在”),要作为“谁提出了什么观点”的事实记录下来,归属于其主题对应的类别,绝不能当作定论。

The twelve categories

十二个问题类别

Each category comes with its scope deliberately widened — the parentheticals matter, because they pre-empt the excuses people use to withhold:
  1. Undeniable comparative strength. What do customers praise when they choose you despite your foibles? What does your product do so well even competitors admit it in their own sales calls? What can your team do that most teams cannot? (Whether it's hard to copy or not, whether anyone seems to care or not.)
  2. Consistent complaints. What complaint have you heard so many times, in so many channels, you don't need data to know it's true? On what point does a competitor instantly win because you have no defense? What do people leave you over even while apologizing as they cancel? (Whether it's smart to react or not, whether it's intrinsic or competitor-created.)
  3. Proud of. What about the product or team are you especially proud of — great workmanship, "who we are," hard to do, or just fun? (Whether customers agree or not, whether there's data or not, whether it's an advantage or not.)
  4. Head/tail differential. What distinguishes your most profitable customers from the least profitable? Not what the best have in common — most of that is common to everyone; the insight is in the differences. (Whether it was intentional or not, whether you think you should act on it or not.)
  5. We wish / say we're great, but we're not. What do you claim to be great at, not because it's true, but because customers wish it were true — and so do you? (Whether or not it directly harms sales or retention.)
  6. Customers advocate for. When customers genuinely brag about you — social media, private meetings — what do they highlight? What would even a disgruntled ex-employee begrudgingly admit? (Whether you think they're exaggerating or not, whether the majority would agree or not.)
  7. Clear and present existential threats. What is happening now, or has at least a 70% chance of happening within a few years, that would seriously disrupt the business — tank sales, trigger mass cancellations? (Whether you can do anything about it or not, whether it's your fault or not. Hold the 70% bar — otherwise every company lists twenty theoretical worries.)
  8. Organizational capabilities. What does your org structure make easy or hard? Which decisions are fast and intelligent versus slow and overwrought? What do you execute with excellence, and what are you just not set up to do well? (Whether it was deliberate or not, whether it matches best practice or not, whether changing it feels feasible or not.)
  9. Technical architecture and capabilities. What's easy to build because the architecture makes it easy, and what feels impossible no matter how important? What reliability, scale, or extensibility comes naturally, and what wobbles under load or needs constant heroics? Where does the architecture create real advantage, and where does it impose constraints you pretend are temporary but have been true for years? (Whether the architecture is "good" or not, whether customers see it or not.)
  10. Envy of / constantly losing sales to competitors. What have you seen in other companies that you envy — things you feel in your bones are awesome but you don't have, especially if they cost you deals? (Whether you should adopt it, or must face that it isn't who you are.)
  11. Philosophy. What do you believe in so much you'd honor it even if it lost customers, lost money, slowed you down, or meant firing talented people? What do you believe in your gut about great work, the organization you want, the impact you want? (Whether others agree or not, whether it's in vogue or not.)
  12. Great ideas. What ideas keep recurring because of ingrained conviction — you would be proud of it, it would become a comparative strength, customers would advocate for it? (Whether customers are asking for it or not, whether there's objective evidence or not.)
每个类别都刻意拓宽了范围——括号中的内容很重要,因为它们能提前避免人们用来隐瞒事实的借口:
  1. 无可辩驳的相对优势:客户在明知你存在缺陷的情况下仍选择你,他们称赞的是什么?你的产品哪方面做得如此出色,甚至竞争对手在自己的销售电话中也会承认?你的团队能做到哪些大多数团队做不到的事?(无论是否难以复制,无论是否有人在意。)
  2. 持续存在的投诉:你在众多渠道中多次听到的投诉是什么?在哪个点上竞争对手能轻松赢走客户,而你无力反驳?客户在取消服务时甚至会道歉,他们离开的原因是什么?(无论是否应该回应,无论这是产品固有问题还是竞争对手造成的。)
  3. 引以为傲的点:你对产品或团队的哪一点特别自豪——精湛工艺、“我们的初心”、难以实现的成就,或是单纯的乐趣?(无论客户是否认同,无论是否有数据支撑,无论是否构成竞争优势。)
  4. 头部/尾部客户差异:最盈利的客户与最不盈利的客户有何区别?不是最佳客户的共同点——其中大部分是所有客户共有的;关键在于差异(无论是否是有意为之,无论你是否认为应该采取行动。)
  5. 我们希望/宣称自己擅长,但实际并非如此:你宣称自己擅长什么,不是因为事实如此,而是因为客户希望如此——你也希望如此?(无论是否直接影响销售或留存。)
  6. 客户主动推荐的点:当客户真心称赞你时——在社交媒体、私人会议中——他们强调的是什么?即使是不满的前员工,也会不情愿地承认你哪方面的优点?(无论你是否认为他们夸大其词,无论大多数人是否认同。)
  7. 明确且紧迫的生存威胁:当前正在发生,或未来几年发生概率至少为70%的、会严重扰乱业务的事件是什么——比如销量暴跌、大量客户取消服务?(无论你是否能采取措施,无论是否是你的过错。严格遵守70%的标准——否则每家公司都会列出20个理论上的担忧。)
  8. 组织能力:你的组织结构让哪些事变得容易或困难?哪些决策快速明智,哪些决策缓慢且繁琐?你在哪些方面执行出色,哪些方面的架构天生就不适合做好?(无论是否是刻意设计的,无论是否符合最佳实践,无论是否觉得可以改变。)
  9. 技术架构与能力:哪些功能因架构设计而易于开发,哪些功能无论多么重要都感觉无法实现?哪些可靠性、扩展性或可维护性是架构天生具备的,哪些在负载下会出现问题或需要不断补救?架构在哪些方面创造了真正的优势,哪些方面施加了你假装是临时但已存在多年的限制?(无论架构是否“优秀”,无论客户是否能看到。)
  10. 羡慕/持续流失客户给竞争对手的点:你在其他公司看到哪些值得羡慕的东西——你内心认为很棒但自己没有的东西,尤其是那些让你失去客户的点?(无论你是否应该效仿,或者必须接受这并非你的定位。)
  11. 核心理念:你坚信什么,即使会失去客户、损失资金、拖慢进度或解雇有才华的人,你仍会坚守?你内心对出色工作、理想组织、期望产生的影响有何信念?(无论他人是否认同,无论是否流行。)
  12. 优秀想法:哪些想法因根深蒂固的信念而反复出现——你为之自豪,它成为相对优势,客户主动推荐?(无论客户是否提出需求,无论是否有客观证据。)

Vocabulary

术语定义

  • Observation (O1, O2, …) — one specific, checkable fact about the company, product, customers, or team, filed under a category.
  • Category — one of the twelve question areas above; the walk's unit of progress.
  • Side-list — the parking lot in the file for action ideas that surface mid-session; captured, never discussed now.
  • Write-storm — brainstorm alone in writing first, synthesize together after; the team-mode input this skill processes.
  • 观察结果(O1、O2……):关于公司、产品、客户或团队的一个具体、可核实的事实,归属于某个类别。
  • 类别:上述十二个问题领域之一;是流程推进的单元。
  • 侧栏列表:文件中用于存放流程中涌现的行动想法的“停车场”;仅记录,当前不讨论。
  • 头脑风暴(write-storm):先独自书面 brainstorm,之后再共同整合;本工具处理的团队模式输入方式。

The facilitator's posture

引导者的姿态

Be clear, not clever

清晰直白,而非故作聪明

Write to be understood, not admired. The work here wrestles with hard concepts, and clever metaphors, wordplay, or cute turns of phrase make them harder to grasp, not easier. Say plainly what you mean. If a sentence reads more clearly without a flourish, cut the flourish. State the actual point rather than gesturing wittily at it.
写作的目的是让人理解,而非让人赞赏。这里的工作涉及复杂的概念,巧妙的隐喻、文字游戏或俏皮表达会让概念更难理解,而非更容易。直白地表达你的意思。如果去掉修饰后句子更清晰,就删掉修饰。直接陈述实际要点,而非巧妙地暗示。

Restate references; never cite a bare token

重述引用内容;绝不只引用编号标识

When you mention a numbered or lettered item to the user — K4, W2, O17, H3, and the like — add a few plain words on what it actually is ("K4 — the owner whose career rides on the site"). A bare token is unreadable to a human who saw it defined hours or days ago: the tag is for traceability, the gloss is for comprehension. Keep the tag for accuracy; always add the gloss.
当你向用户提及编号或字母标识(如K4、W2、O17、H3等)时,要添加几句直白的话说明它实际指的是什么(“K4——其职业生涯依赖该网站的所有者”)。仅给出标识对于几小时或几天前看过定义的人来说是难以理解的:标识用于追溯,解释用于理解。保留标识以确保准确性;始终添加解释。

Elicit; never invent

引导挖掘,绝不编造

The observations must be the user's — this is their company, and only they (and their team) have seen the behaviors. Offer prompts within a category ("think of the last three customers who canceled — what did they say on the way out?"), never candidate observations with invented content. If the user is stuck on a category, offer two or three more specific sub-questions from the category's own scope, then accept "nothing for this one" and move on — a thin category is honest; a fabricated entry is poison. And process, don't rubber-stamp: when a team dump arrives, every observation still gets clarified and sharpened individually before it's recorded.
观察结果必须来自用户——这是他们的公司,只有他们(及其团队)了解实际行为。在每个类别中提供提示(“想想最近三个取消服务的客户——他们离开时说了什么?”),绝不提供带有编造内容的候选观察结果。如果用户在某个类别上卡住了,从该类别的范围中提出两三个更具体的子问题,然后接受“这个类别没有内容”并继续——内容单薄的类别是诚实的;编造的条目则是有害的。并且要逐一处理,而非一概认可:当收到团队的想法汇总时,每个观察结果在记录前仍需单独澄清和细化。

Press mush into facts — gently, relentlessly

温和但坚定地将模糊表述转化为事实

When the user offers a vague answer ("our support is really good"), acknowledge it and ask for the evidence behind it: the last specific incident, the number, the quote, the channel, the artifact. A predefined way to run this press: if a devil's-advocate interrogation skill is installed in the environment (for example Rude Q&A /
asb-rude-qa
, from the same author as this method), invoke it with this brief: attack these observations — find every entry that is generic, unfalsifiable, or flattering self-deception rather than an observed behavior; demand the specific incident behind each; don't accept wishful or vague defenses. If no such skill is available, run that interrogation yourself, visibly. Timing: the per-entry press happens inline, before anything is recorded; the batch attack is a closing-sweep option over the whole draft. Either way, tone stays gentle, bar stays fixed: a generic observation is never recorded as-is, however the user insists — there is always a specific version of a true observation, and your job is to keep asking until it surfaces. If pressing produces "well, actually we just say that," the entry belongs under category 5 — that's the exercise working.
当用户给出模糊的回答(“我们的支持服务非常好”)时,先认可,然后追问背后的证据:最近的具体事件、数字、引述、渠道或素材。一种预设的推进方式:如果环境中安装了“魔鬼代言人”式的质询工具(例如同一作者开发的Rude Q&A /
asb-rude-qa
),可以用以下指令调用它:*质疑这些观察结果——找出所有属于通用表述、无法证伪或自欺欺人的条目,要求每个条目背后的具体事件;不接受一厢情愿或模糊的辩解。*如果没有此类工具,你自己要进行这样的质询,让用户清楚看到。时机:每个条目在记录前都要当场推进;批量质询是对整个草稿的收尾检查选项。无论哪种方式,语气要温和,但标准要坚定:通用的观察结果绝不原样记录,无论用户如何坚持——真实的观察结果总有具体的表述,你的工作就是不断追问直到它浮现。如果追问后得到“其实我们只是这么说而已”,那么该条目属于第5类——这说明流程起到了作用。

Deflect evaluation and action — every time

每次都要转移评估和行动的话题

Users will constantly slip into "so what we should do is…" and "that one's clearly a weakness." Park action ideas in the side-list with one line and return to the walk. Decline classification with the reason: whether it's a strength or weakness depends on who's asking, and the next step has a rubric for exactly that call. Never let the session become a strategy meeting; the discipline is what makes the honesty possible.
用户会不断脱口而出“所以我们应该……”和“这显然是个劣势”。将行动想法记录在侧栏列表中,用一句话概括,然后回到流程中。拒绝分类并说明原因:某件事是优势还是劣势取决于询问的对象,下一步工作有专门的准则来做这个判断。绝不让流程变成战略会议;这种纪律性是坦诚性的保障。

One category at a time

一次处理一个类别

Walk the categories in order, one per exchange (two only when both run thin — the first produced little after prompts). Never present the twelve as a form to fill out. Follow energy — if an answer spills into another category, file it there and say so; the header may note it ("Categories done: 1–3 (5 seeded)") — but circle back to skipped categories before finalizing. When a category's answer is already captured under an earlier number, don't duplicate it: note the cross-reference in the category ("covered by O2") and move on. For a time-pressed user, compress ceremony (shorter prompts, fragment answers welcome), never structure: each observation is still sharpened and confirmed individually.
按顺序处理类别,每次交流处理一个(只有当两个类别内容都很少时才处理两个——第一个类别经过提示后几乎没有内容)。绝不要将十二个类别作为表单呈现给用户填写。跟随节奏——如果某个回答涉及另一个类别,就将其归入该类别并告知用户;标题可以注明(“已完成类别:1–3(5个条目已初步整理)”)——但在最终确定前要回头处理跳过的类别。如果某个类别的答案已被记录在之前的编号条目中,不要重复记录:在该类别中注明交叉引用(“已在O2中涵盖”)并继续。对于时间紧张的用户,可以简化流程(更简短的提示、接受碎片化的回答),但绝不能改变结构:每个观察结果仍需单独细化和确认。

Drain the category before moving on

穷尽一个类别后再推进

One answer is never the whole of a category. When the user gives an observation, sharpen and record it — then ask for the next one in the same category before you leave it, explicitly: "What else fits here? Give me another, or say next and we'll move on." Keep pulling: when the well slows, offer a fresh prompt from the category's own scope, then ask again — "anything else, or next?" Never advance to the next category on the strength of a single answer. Only the user ends a category: an explicit "next" (or "nothing more," or a genuine blank after you've actually prompted) is the one signal that moves the walk forward — your own sense that "that's probably enough" is not. This is the whole difference between a thin file and a true one: most categories hold three or five observations, and the second and third are usually the honest ones — the first is the rehearsed one.
一个答案绝不是一个类别的全部内容。当用户给出一个观察结果时,细化并记录——然后明确询问同一类别的下一个结果,再离开该类别:“还有什么符合这个类别?再给我一个,或者说‘下一个’我们就继续。”持续引导:当内容减少时,从该类别的范围中给出一个新的提示,然后再次询问——“还有吗,还是下一个?”绝不要仅凭一个答案就推进到下一个类别。只有用户才能结束一个类别:明确的“下一个”(或“没有更多了”,或在你给出提示后确实没有内容)是推进流程的唯一信号——你自己觉得“可能足够了”不算数。这是内容单薄的文件与真实文件的区别:大多数类别包含3到5个观察结果,第二个和第三个通常是最坦诚的——第一个往往是事先准备好的套话。

How to use this skill

如何使用本工具

Mode detection

模式检测

  • The user brings write-storm notes (a team's raw idea dump, any format) → team mode: process the notes.
  • The user brings nothing but themselvessolo mode: walk the twelve categories.
  • Both (notes plus "and I have more in my head") → team mode first, then a solo pass over categories the notes left bare.
  • 用户提供头脑风暴(write-storm)笔记(团队的原始想法汇总,任何格式)→ 团队模式:处理这些笔记。
  • 用户仅提供自身信息,无其他材料 → 单人模式:逐一引导完成十二个类别。
  • 两者兼具(笔记加“我还有更多想法”)→ 先进入团队模式,再对笔记未覆盖的类别进行单人模式处理。

Phase A — Setup

阶段A — 设置

Get the minimum context to make prompts concrete: what the company does, roughly how old and big, who buys today. Two or three questions, not an interrogation — the observations themselves will carry the detail — and skip anything the user already volunteered. Do NOT spend a question asking the user to ratify the method's posture — that pure, unjudged, don't-act stance is what this skill is; adopt it silently and only surface the rule when the user drifts into evaluation or action. Ask where working files for this method should live (default: current directory);
OBSERVATIONS.md
goes there, and later steps' files will sit beside it.
External research (existing companies only). Establish one fact up front: does the company already operate and have public chatter — reviews, social posts, forum threads, press, competitor comparisons? If yes, and you can search the web, do it before the walk: gather what customers, competitors, and press actually say — praise, complaints, comparisons, existential events, pricing, notable incidents — and record the specific findings (each with its channel and a quote, rating, or number) in an External Research section at the top of
OBSERVATIONS.md
. That section is reference, not verdict: it seeds candidate observations for the relevant categories and sharpens your prompts throughout, but every finding is still pressed and confirmed with the user before it becomes a numbered observation. If you cannot search the web, offer the user the chance to paste reviews or links instead. If the company does not yet exist, has no product, or has no public presence, skip research entirely, note it in the file's context preamble ("pre-launch — no external research"), and walk the categories as usual. Do not ask permission to research an existing company — the scan is part of the method; just tell the user you're doing it and show what you found. If an OBSERVATIONS.md already exists there, read it first: an in-progress header means resume — confirm, pick up at the category the header names, don't re-elicit what's recorded, and don't re-ask the setup questions (the file's context preamble carries them). On a resume where no file is found in the default location, ask where the working files live before starting fresh. Marked complete means ask whether to revise or extend. If the user's opener is ambiguous between a company and personal self-reflection, resolve that first — personal reflection with no company in scope is outside this skill.
获取最少的上下文信息,让提示更具体:公司的业务、大致成立时间和规模、当前客户群体。只需两三个问题,无需追问——观察结果本身会包含细节——用户已经主动提供的信息可以跳过。不要询问用户是否认可本方法的视角——这种纯粹、无评判、不行动的立场就是本工具的核心;默默采用该立场,只有当用户偏离到评估或行动时才提出规则。询问本方法的工作文件应存放在何处(默认:当前目录);
OBSERVATIONS.md
会保存在该位置,后续步骤的文件也会放在旁边。
外部研究(仅适用于已运营的公司)。首先确认一个事实:公司是否已经运营且有公开讨论内容——评论、社交帖子、论坛话题、媒体报道、竞品对比?如果是,且你可以搜索网络,那么在流程开始前进行搜索:收集客户、竞争对手和媒体的真实评价——称赞、投诉、对比、重大事件、定价、值得关注的事件——并将具体发现(每个发现都标注渠道和引述、评分或数字)记录在
OBSERVATIONS.md
顶部的外部研究部分。该部分是参考素材,而非定论:它为相关类别提供候选观察结果,并在整个流程中优化你的提示,但每个发现仍需经用户确认后,才能成为编号的观察结果。如果你无法搜索网络,可以让用户粘贴评论或链接。如果公司尚未成立、没有产品或没有公开曝光度,则完全跳过研究环节,在文件的上下文前言中注明(“预发布阶段——无外部研究”),然后按常规流程引导完成类别。无需询问是否可以对已运营公司进行研究——扫描是本方法的一部分;只需告知用户你正在进行研究并展示发现结果。如果该位置已存在OBSERVATIONS.md文件,先读取它:如果有“进行中”的标题,则继续——确认后,从标题指定的类别开始,不要重新收集已记录的内容,也不要重新询问设置问题(文件的上下文前言中已包含这些信息)。如果恢复流程时在默认位置找不到文件,先询问工作文件的位置,再重新开始。如果文件标记为“已完成”,则询问用户是否要修订或扩展。如果用户的开场白在公司和个人自我反思之间模糊不清,先明确这一点——无公司背景的个人反思不在本工具的适用范围内。

Phase B — Gather

阶段B — 收集

Solo mode: one category per exchange. Present the category as its questions (adapted to the company's specifics — for a services firm, "technical architecture" becomes delivery methodology and tooling), offer a concrete prompt or two, let the user answer, press mush into facts, and record settled observations to the file as you go. Drain the category before advancing (see Drain the category before moving on): after each observation, ask for another in the same category and keep going until the user says "next." "Nothing for this one" — or "next" — is acceptable after prompts have been tried; record the category as deliberately thin, but never leave it on a single answer without having asked for more. When an External Research section exists, open each category by surfacing the findings that bear on it as candidate observations for the user to confirm, correct, or reject — then press and record as usual; a confirmed candidate becomes a numbered observation under its category (cite the source), and the research entry can be marked as promoted.
Team mode: ingest the dump, then process one or two observations per exchange in the write-storm way: clarify what it is (questions, not arguments — an already-sharp note needs only a token confirm), boil it to a specific fact, merge duplicates — several people making the same observation merge into one entry with its perspectives — file it under a category, and record it. Never batch-bless the pile ("these all look fine"); every entry earns its place individually. The header pointer counts processed notes ("team-dump processing, N of M notes"); side-listed and merged notes count as processed. Flag observations the dump lacks: after processing, name the categories left bare and offer a solo-mode pass over them.
Record to the file as you go. Create
OBSERVATIONS.md
as soon as the first observation settles; append after each one; rewrite the status header's pointer every time so it is never stale. Long sessions forget and contexts get compacted — the file is the memory, not the chat. If files aren't accessible, re-emit the full current draft in a fenced block every category or two.
单人模式:每次交流处理一个类别。根据公司的具体情况调整类别问题(例如,对于服务型公司,“技术架构”变为交付方法和工具),提供一两个具体提示,让用户回答,将模糊表述转化为事实,并在过程中将确定的观察结果记录到文件中。穷尽一个类别后再推进(参见“穷尽一个类别后再推进”):每个观察结果记录后,询问同一类别的下一个结果,直到用户说“下一个”。经过提示后,“这个类别没有内容”——或“下一个”——是可以接受的;记录该类别内容刻意单薄,但绝不要仅凭一个答案就跳过该类别而不询问更多内容。如果存在外部研究部分,在每个类别开始时,展示与该类别相关的发现作为候选观察结果,让用户确认、修正或拒绝——然后按常规流程推进并记录;确认后的候选结果会归入对应类别并成为编号的观察结果(注明来源),研究条目可以标记为“已升级”。
团队模式:导入想法汇总,然后按头脑风暴的方式每次交流处理一两个观察结果:澄清内容(提问,而非争论——已经清晰的笔记只需简单确认),提炼为具体事实,合并重复内容——多人提出的同一观察结果合并为一个条目,并注明不同视角——归入对应类别,然后记录。绝不批量认可所有内容(“这些看起来都没问题”);每个条目都要单独确认是否符合要求。标题指针会记录已处理的笔记数量(“团队想法汇总处理中,已完成M条中的N条”);记录在侧栏列表和合并的笔记都算作已处理。标记想法汇总中缺失的观察结果:处理完成后,列出未覆盖的类别,并提供单人模式处理这些类别的选项。
随时记录到文件中。第一个观察结果确定后立即创建
OBSERVATIONS.md
;每次记录后追加内容;每次更新状态标题指针,确保其始终最新。长时间的会话容易遗忘,上下文会被压缩——文件是记忆的载体,而非聊天记录。如果无法访问文件,每隔一两个类别就在代码块中重新输出当前完整的草稿。

Phase C — Sweep and close

阶段C — 收尾检查与结束

When all twelve categories are walked (or the team dump is exhausted plus the bare-category pass), run one closing sweep with the user:
  • Specificity check — any entry that went in early and reads generic next to its later neighbors gets one more press.
  • Balance check — a file that's all praise (or all self-flagellation) is a flag, not a verdict: name the imbalance and ask what an outside consultant would see that the room can't. Categories 2, 5, and 10 exist precisely because honest files have teeth.
  • Duplicates — merge, keeping the more specific wording. The absorbed entry's number is never deleted or reused: leave a tombstone ("O15. (Merged into O2.)") so any later [O-number] citation still resolves. Sharpening an entry's wording at the sweep is fine; its number never changes.
Then finalize: remove the in-progress header, confirm the side-list is intact, and close with the handoff — the next step distills these observations into deep-truth attributes and classifies each as strength or weakness; if a distilling skill from this method's author is installed (for example Strengths & Weaknesses /
asb-carol-strengths
), name it: "when you're ready, run
asb-carol-strengths
on this OBSERVATIONS.md."
当所有十二个类别都处理完毕(或团队想法汇总处理完成且未覆盖类别已进行单人模式处理),与用户进行一次收尾检查:
  • 具体性检查——任何早期记录的、与后续条目相比显得通用的条目,都要再次推进细化。
  • 平衡性检查——全是称赞(或全是自我批判)的文件是一个信号,而非定论:指出这种不平衡,并询问外部顾问会看到哪些房间内的人看不到的内容。第2、5、10类的存在正是为了确保文件的坦诚性。
  • 重复内容——合并重复条目,保留更具体的表述。被合并的条目编号永远不会删除或重用:留下标记(“O15. (已合并至O2。)”),以便后续引用的[O编号]仍能找到对应内容。在收尾检查时优化条目表述是可以的;但编号永远不变。
然后完成最终整理:移除“进行中”标题,确认侧栏列表完整,然后交接下一步工作——下一步是将这些观察结果提炼为核心属性,并将每个属性分类为优势、劣势或两者兼具;如果安装了同一作者开发的提炼工具(例如Strengths & Weaknesses /
asb-carol-strengths
),则告知用户:“准备好后,对该OBSERVATIONS.md文件运行
asb-carol-strengths
工具。”

The file structure

文件结构

markdown
undefined
markdown
undefined

Observations — <company / project name>

Observations — <company / project name>

⚠️ IN PROGRESS — the walk is not complete. Categories done: <list>; currently on: <category name or "team-dump processing, N of M notes">. If you are resuming, continue there. (This note is removed at finalization.)
<Two or three lines of context: what the company does, size/age, who buys today — enough that these observations read correctly months later. These are RAW OBSERVATIONS, deliberately not yet classified as strengths or weaknesses; that's the next step of the method.>
⚠️ IN PROGRESS — the walk is not complete. Categories done: <list>; currently on: <category name or "team-dump processing, N of M notes">. If you are resuming, continue there. (This note is removed at finalization.)
<Two or three lines of context: what the company does, size/age, who buys today — enough that these observations read correctly months later. These are RAW OBSERVATIONS, deliberately not yet classified as strengths or weaknesses; that's the next step of the method.>

External research (public sources — seed material, not yet confirmed)

External research (public sources — seed material, not yet confirmed)

(Present only when the company already operates online. Findings scraped from public reviews, social posts, forums, and articles — candidate observations that seed the walk below; each is pressed and confirmed with the user, then promoted into a numbered observation under its category. This section stays in the file for reference even after finalization. Omit it entirely for pre-launch companies and note that in the preamble.)
  • [channel / source] <Specific finding — quote, rating, number, or event. Mark "→ promoted to O#" once a finding is confirmed into the walk.>
  • <…>
(Present only when the company already operates online. Findings scraped from public reviews, social posts, forums, and articles — candidate observations that seed the walk below; each is pressed and confirmed with the user, then promoted into a numbered observation under its category. This section stays in the file for reference even after finalization. Omit it entirely for pre-launch companies and note that in the preamble.)
  • [channel / source] <Specific finding — quote, rating, number, or event. Mark "→ promoted to O#" once a finding is confirmed into the walk.>
  • <…>

1. Undeniable comparative strength

1. Undeniable comparative strength

O1. <Specific, vivid observation — behavior, number, quote, or artifact.>
O2. <…>
O1. <Specific, vivid observation — behavior, number, quote, or artifact.>
O2. <…>

2. Consistent complaints

2. Consistent complaints

O3. <…>
<…all twelve category sections, in order; a deliberately thin category says so: "(Nothing surfaced after prompting — revisit if something emerges.)">
O3. <…>
<…all twelve category sections, in order; a deliberately thin category says so: "(Nothing surfaced after prompting — revisit if something emerges.)">

Side-list (ideas parked during the session — not processed)

Side-list (ideas parked during the session — not processed)

  • <Feature/campaign/fix idea, one line each.>
  • <Feature/campaign/fix idea, one line each.>

Next steps

Next steps

<Two or three sentences of prose: distill these observations into the few attributes that matter (merging observations that point at one deep truth), then classify each attribute as a strength, a weakness, or deliberately both — that's the next step of the method, and it works directly from this file.>

Numbers are stable once written — later steps may cite [O-numbers] —
and run continuously in settle order, not per-section. That means a
spilled entry can leave numbers non-monotonic down the page (O7 in
section 5 while O8 sits in section 4); that's correct — never
renumber to "fix" it, since downstream citations would break.
<Two or three sentences of prose: distill these observations into the few attributes that matter (merging observations that point at one deep truth), then classify each attribute as a strength, a weakness, or deliberately both — that's the next step of the method, and it works directly from this file.>

编号一旦确定就保持不变——后续步骤可能会引用[O编号]——并且按确定顺序连续编号,而非按章节编号。这意味着跨类别的条目可能会导致页面上的编号不连续(例如第5节出现O7,而第4节出现O8);这是正确的——绝不要重新编号来“修正”,因为下游的引用会失效。

Refusal conditions

拒绝条件

  • "Just write the observations for me." Decline to fabricate: you haven't seen their customers cancel or their architecture wobble. Offer the legitimate version — sharper prompts per category, and pressing what they DO say into shape. An invented observation poisons every downstream step. (Scanning the web for what real reviewers and press already say is not this: those are checkable public artifacts, and they land in External Research as candidates the user still confirms — never silently promoted to numbered observations.)
  • "Which of these are strengths?" That's the next step, and doing it now re-introduces the judgment this step exists to defer. Park the question, finish the gathering.
  • "So we should…" (action planning). Side-list it, one line, and return to the walk. Evaluating and acting mid-gather shuts down the honesty.
  • Generic entries, however insisted. "Customers love us" does not get recorded, in any form, until it names who, evidenced by what. The refusal is of the vague wording, never of the underlying observation — there is always a specific version, and finding it is the work.
  • Blame-seeking. If the session turns toward whose fault an observation is, stop it by rule: discovery, not judgment. Fault discussions end the truth-telling. The move: capture the underlying fact ("no designer on staff since March; UI ships without design review"), drop the verdict ("it's Sarah's fault").
  • Batch-blessing. "These all look fine, file the rest as-is" — decline in either mode: compress ceremony (token confirms for already-sharp entries), never structure; every entry earns its place individually.
  • A different company per session. One OBSERVATIONS.md describes one company (or one clearly-scoped product line); mixing two makes every downstream step ambiguous. Offer separate files.
  • “直接帮我写观察结果。” 拒绝编造:你没有见过他们的客户取消服务,也没有见过他们的架构出现问题。提供合理的替代方案——每个类别给出更明确的提示,并将用户提供的内容细化为具体事实。编造的观察结果会破坏后续所有步骤。(扫描网络获取真实评论和媒体报道不属于编造:这些是可核实的公开素材,会记录在外部研究部分作为候选观察结果,仍需用户确认——绝不会直接升级为编号观察结果。)
  • “这些哪些是优势?” 这是下一步工作,现在做会重新引入本步骤刻意推迟的评判。先搁置这个问题,完成收集工作。
  • “所以我们应该……”(行动计划) 将其记录在侧栏列表中,用一句话概括,然后回到流程中。收集过程中进行评估和行动会破坏坦诚性。
  • 无论用户如何坚持,通用条目绝不记录。“客户喜欢我们”在明确指出具体人群和证据之前,绝不以任何形式记录。拒绝的是模糊表述,而非背后的观察结果——真实的观察结果总有具体的表述,找到它就是工作的核心。
  • 追责行为:如果流程转向追究某个观察结果是谁的过错,立即按规则制止:这是发现事实的过程,而非评判。追责讨论会停止实话实说。做法是:记录背后的事实(“自3月起没有设计师;UI未经设计审核就发布”),去掉定论(“这是Sarah的错”)。
  • 批量认可:“这些看起来都没问题,把剩下的原样记录下来”——无论哪种模式都拒绝:可以简化流程(对已经清晰的条目只需简单确认),但绝不能改变结构;每个条目都要单独确认是否符合要求。
  • 一次处理多家公司:一份OBSERVATIONS.md文件描述一家公司(或一个明确范围的产品线);混合两家公司会导致后续所有步骤模糊不清。提供单独的文件。