A consultant at a management consultancy writes a summary after each weekly client workshop. Over the past month the engagement partner returned every summary with the same corrections: decisions first, an owner and date for each action, and no more than one page. Last week's summary was approved first time. Workshops continue weekly for three more months. What should the consultant do to keep this standard?
- AStart each week's summary in a new chat with the original prompt and repeat the corrections as needed
- BSet up a Project with the partner's requirements as instructions and the approved summary as an example Correct
- CKeep drafting every future summary in last week's chat so Claude can see all the earlier corrections
- DPaste the whole month of drafts and the partner's comments into each new week's chat before starting
Why A is wrong: This feels like a clean start, but it throws away what the month of feedback established and repeats the approach that kept failing review, costing extra rounds every week.
Why B is correct: The work recurs weekly, so capturing what the feedback taught in Project instructions, with the approved summary as a model, means every new chat starts from the agreed standard instead of relearning it.
Why C is wrong: Staying in one chat keeps the history visible, but over three months the conversation grows very long and earlier detail can blur, so the agreed requirements are likely to drift.
Why D is wrong: Pasting background each week preserves the feedback, but it mixes rejected drafts with the final requirements and must be repeated every time, which a Project handles once and cleanly.