Personal Board of Directors — Pre-Work

Personal OS

Intake Questionnaire

Before building your board, Claude needs to understand your operating system — not your resume, but the actual terrain of your life right now. Answer as honestly as you can. There are no right answers, only useful ones. Start with Blocks 2 and 3 — they are the highest leverage.

Your Name
Date
Current Role
How this works
  1. Fill in your answers. Start with Block 2 (Goals) and Block 3 (Visibility) — skip what you don't know yet.
  2. Click Copy for Claude at the bottom — it assembles all your answers into one ready-to-paste prompt.
  3. Open Claude Code, paste your answers, and type /build-bod to start building your board.
  4. Claude will synthesize your responses into a Personal OS summary before generating any board candidates.

"The quality of your board depends entirely on the quality of your answers here. Take your time. Be specific. The more honest and concrete you are, the more precisely your board will be calibrated to you."

Block 01 Identity ►
1
What three words would your best professional advocates use to describe you?
2
What three words would you want them to use that they probably don't yet?
3
What do you do that most people in your field can't or won't?
4
What do you consistently undervalue in yourself that others see clearly?
5
What is your biggest professional blind spot?
6
What type of work puts you in a flow state?
7
What type of work drains you even when you do it well?
8
When you have failed or stalled, what is usually the root cause?
Block 02 Goals and Ambition Start Here ►
9
What does your professional life look like in 3 years — specifically?
Title, company type, impact, income range, lifestyle. Specific, not aspirational.
10
What does "winning" on your biggest goal look like? How would you know you had made it?
Make it concrete enough that you could tell a stranger whether it happened or not
11
Who are 5 people currently in roles you want to be in? What do they have that you don't yet?
12
What is the one professional achievement that, if you hit it in the next 18 months, would change your trajectory?
13
What are you tolerating right now that you should not be?
14
What have you been saying you will do "when the time is right" that you should just start now?
Block 03 Visibility and Positioning Start Here ►
15
Who are the 10 to 20 people who, if they became genuine advocates for you, would change everything?
16
What do those people currently think of you? What is the gap between that and where you want to be?
17
Where do you want to be visible?
e.g. social media presence, speaking engagements, writing, industry events, conferences, internal visibility, podcasts
18
What is your thought leadership angle — the thing you want to own intellectually in your space?
19
What content have you created that landed well? What made it work?
20
What prevents you from putting yourself out there more?
Block 04 Operating Style ►
21
Describe your ideal week — how is your time split between deep work, meetings, relationships, and strategic thinking?
22
What is your current biggest time sink that delivers the least return?
23
What decisions do you make that you should be delegating?
24
When do you do your best thinking?
Time of day, environment, alone vs. with others
25
How do you make big decisions? Walk through your actual process.
26
What is your relationship with planning? Do you over-plan, under-plan, or avoid it?
27
What systems do you currently use for managing your time, tasks, and goals? What is broken about them?
Block 05 Voice and Communication ►
28
Paste 3 examples of writing you are proud of.
Emails, posts, documents, threads — anything that reflects your voice at its best
Example 1
Example 2
Example 3
29
How do you write when you are being strategic vs. when you are being casual?
30
What is your natural communication superpower?
31
What communication habit do you have that you know undermines you?
32
When you are trying to influence a decision maker, what is your go-to approach?
33
How do you want to sound in your most important professional context — the tone you want to project?
e.g. written work, public speaking, key meetings, online presence, client conversations
Block 06 Values and Non-Negotiables ►
34
What are your 3 to 5 core values?
Name the ones that have actually cost you something — those are the real ones
35
What do you want to be known for as a person, not just a professional?
36
What do you care about in the world beyond your career?
37
What would you regret not having done in 10 years?
38
What does financial success mean to you — specifically?
Put a number on it if you can — vague answers about "security" are not actionable
Block 07 Current Reality ►
39
What projects and commitments are you currently running?
40
Which of those are genuinely moving you toward your goals? Which are not?
41
What are you doing out of habit or obligation that is not moving you forward?
42
Who are the 3 to 5 people in your life you trust most for honest feedback?
43
What is the last piece of critical feedback you received that was probably right?
When you are ready
Your Claude prompt — copy everything below and paste it into Claude Code, then type /build-bod
Copied to clipboard. Paste it into Claude Code and type /build-bod to begin.
What to Do Next

Building Your Board

  1. 01
    Click "Copy for Claude" above. It assembles all your answers into a single formatted prompt.
  2. 02
    Open Claude Code in the project folder your facilitator set up. Paste your answers and type /build-bod to begin.
  3. 03
    Review your Personal OS summary. Claude will synthesize everything into a portrait of your operating system. Correct anything that does not ring true before moving to board selection.
  4. 04
    Choose your board from 20 candidates generated specifically for your OS. Pick 10, then cut to 8. Claude will flag redundancies and push back on at least 2 of your choices. Let it — that friction is the point.
  5. 05
    Designate a Chairman — the member you trust most to synthesize the board's recommendation when no consensus is reached. When the board is divided after 3 rounds, they step in, pull together the strongest threads from both sides, and deliver one clear, actionable path forward.
  6. 06
    Your /journey-bod command is generated automatically at the end. From that point forward, type /journey-bod [your question] any time you have a decision to work through. Your board convenes immediately.
A note on honesty

Claude generates your board based entirely on what you share here. Vague answers produce generic boards. The more specific and honest you are about your goals, gaps, and the version of yourself you are becoming, the more precisely your board will be calibrated to actually help you. You do not need to answer every question — but the ones you skip are usually the most important ones.

Personal OS — Intake
Personal Board of Directors  /  Claude Code