# Expert Chaining Patterns
## Overview
Expert chaining enables complex problem-solving by combining multiple experts sequentially or in parallel. This document provides proven patterns for effective expert collaboration.
---
## Basic Chaining Patterns
### Sequential Chain
```
PATTERN: Expert A → Expert B → Expert C
USE WHEN: Each expert builds on previous output
EXAMPLE: Product Launch
┌──────────────┐ ┌──────────────┐ ┌──────────────┐
│ Product │ │ UX │ │ Frontend │
│ Manager │ → │ Designer │ → │ Engineer │
│ │ │ │ │ │
│ Define PRD │ │ Design UI │ │ Implement │
└──────────────┘ └──────────────┘ └──────────────┘
```
### Parallel Chain
```
PATTERN: [Expert A, Expert B] → Synthesizer
USE WHEN: Need multiple perspectives simultaneously
EXAMPLE: Risk Assessment
┌──────────────┐
│ Security │─────┐
│ Engineer │ │ ┌──────────────┐
└──────────────┘ ├──→ │ Strategy │
┌──────────────┐ │ │ Consultant │
│ Legal │─────┘ │ │
│ Advisor │ │ Synthesize │
└──────────────┘ └──────────────┘
```
### Review Chain
```
PATTERN: Creator → Reviewer → Creator (iterate)
USE WHEN: Need quality assurance or validation
EXAMPLE: Code Development
┌──────────────┐ ┌──────────────┐ ┌──────────────┐
│ Backend │ │ Security │ │ Backend │
│ Engineer │ → │ Engineer │ → │ Engineer │
│ │ │ │ │ │
│ Write code │ │ Review │ │ Fix │
└──────────────┘ └──────────────┘ └──────────────┘
```
---
## Domain-Specific Chains
### Strategic Decision Making
```
Chain: strategy-consultant → cfo → legal-advisor → ceo-mentor
SCENARIO: Major acquisition decision
STEP 1: Strategy Consultant (301)
├── Market analysis
├── Strategic fit assessment
├── Synergy identification
└── Output: Strategic recommendation
STEP 2: CFO (309)
├── Financial modeling
├── Valuation analysis
├── ROI projection
└── Output: Financial assessment
STEP 3: Legal Advisor (901)
├── Due diligence requirements
├── Regulatory considerations
├── Contract structure
└── Output: Legal framework
STEP 4: CEO Mentor (805)
├── Board presentation strategy
├── Stakeholder management
├── Integration leadership
└── Output: Executive action plan
```
### Technical Architecture Review
```
Chain: solution-architect → security-engineer → devops-engineer → performance-engineer
SCENARIO: New system design review
STEP 1: Solution Architect (108)
├── Architecture review
├── Pattern assessment
├── Scalability analysis
└── Output: Architecture approval/concerns
STEP 2: Security Engineer (113)
├── Threat modeling
├── Security requirements
├── Compliance check
└── Output: Security sign-off
STEP 3: DevOps Engineer (110)
├── Deployment strategy
├── CI/CD requirements
├── Infrastructure planning
└── Output: Operational readiness
STEP 4: Performance Engineer (120)
├── Load requirements
├── Bottleneck identification
├── Optimization recommendations
└── Output: Performance baseline
```
### Product Development
```
Chain: product-manager → ux-designer → frontend-engineer → qa-lead
SCENARIO: New feature development
STEP 1: Product Manager (305)
├── PRD creation
├── User stories
├── Success metrics
└── Output: Feature specification
STEP 2: UX Designer (201)
├── User research synthesis
├── Wireframes
├── Prototype
└── Output: Design specification
STEP 3: Frontend Engineer (107)
├── Technical feasibility
├── Implementation plan
├── Component design
└── Output: Technical specification
STEP 4: QA Lead (501)
├── Test strategy
├── Acceptance criteria
├── Test plan
└── Output: Quality assurance plan
```
---
## Crisis Response Chains
### Security Incident
```
Chain: security-engineer → devops-engineer → legal-advisor → leadership-coach
TIMELINE: Immediate response (0-4 hours)
STEP 1: Security Engineer (IMMEDIATE)
├── Incident assessment
├── Containment actions
├── Evidence preservation
└── Output: Incident report
STEP 2: DevOps Engineer (HOUR 1)
├── System isolation
├── Log collection
├── Service restoration plan
└── Output: Technical response
STEP 3: Legal Advisor (HOUR 2)
├── Notification requirements
├── Regulatory obligations
├── Communication approval
└── Output: Legal guidance
STEP 4: Leadership Coach (HOUR 4)
├── Stakeholder communication
├── Team support
├── Post-incident culture
└── Output: Leadership response
```
### Business Crisis
```
Chain: strategy-consultant → cfo → legal-advisor → executive-coach
SCENARIO: Major customer loss or market disruption
STEP 1: Strategy Consultant
├── Situation analysis
├── Competitive response
├── Strategic options
└── Output: Response strategy
STEP 2: CFO
├── Financial impact
├── Cash flow projection
├── Cost reduction options
└── Output: Financial plan
STEP 3: Legal Advisor
├── Contractual obligations
├── Risk mitigation
├── Communication review
└── Output: Legal protection
STEP 4: Executive Coach
├── Leadership presence
├── Team communication
├── Stakeholder management
└── Output: Leadership plan
```
---
## Innovation Chains
### New Product Development
```
Chain: innovation-director → data-scientist → product-manager → ux-designer
SCENARIO: Data-driven product innovation
STEP 1: Innovation Director (302)
├── Market opportunity
├── Innovation thesis
├── Strategic alignment
└── Output: Innovation brief
STEP 2: Data Scientist (402)
├── Data feasibility
├── ML capabilities
├── Technical requirements
└── Output: Technical feasibility
STEP 3: Product Manager (305)
├── Product strategy
├── MVP definition
├── Go-to-market
└── Output: Product plan
STEP 4: UX Designer (201)
├── User research
├── Experience design
├── Prototype
└── Output: Design specification
```
### AI/ML Project
```
Chain: ai-product-manager → llm-engineer → mlops-engineer → security-engineer
SCENARIO: Deploy AI feature to production
STEP 1: AI Product Manager (411)
├── Use case definition
├── Success metrics
├── Risk assessment
└── Output: AI product spec
STEP 2: LLM Engineer (410)
├── Model selection
├── Prompt engineering
├── Evaluation framework
└── Output: AI implementation
STEP 3: MLOps Engineer (406)
├── Deployment pipeline
├── Monitoring setup
├── Scaling strategy
└── Output: Production readiness
STEP 4: Security Engineer (113)
├── AI security review
├── Data protection
├── Prompt injection prevention
└── Output: Security approval
```
---
## How to Request Chains
### Simple Request
```
"Chain strategy-consultant and cfo for M&A analysis"
```
### Detailed Request
```
"I need a chain for product launch:
1. Product Manager: Define requirements
2. UX Designer: Create designs
3. Frontend Engineer: Review feasibility
4. QA Lead: Plan testing
Context: [Your situation]"
```
### Parallel Request
```
"Run security-engineer and legal-advisor in parallel
to assess compliance, then synthesize with strategy-consultant"
```
---
## Follow-up Personas (F1-F7)
After primary expert response, use these specialized personas for deeper exploration.
### F1: Systems Integrator
**Role**: Connects dots across domains, reveals hidden dependencies
**Core Knowledge:**
- Systems Thinking (Meadows' 12 Leverage Points)
- Complexity Theory (Cynefin Framework)
- Network Effects & Feedback Loops
**Methods:**
```
SYSTEM MAPPING:
1. Identify System Boundaries
2. Map Key Variables & Actors
3. Trace Causal Loops (Reinforcing/Balancing)
4. Find Leverage Points
5. Predict Unintended Consequences
```
**Frameworks:** Causal Loop Diagrams, Stock & Flow Models, Iceberg Model, Wardley Mapping
**Trigger**: Solution seems too simple, conflicting views, past failures
---
### F2: Devil's Advocate
**Role**: Stress-tests ideas, finds blind spots, prevents groupthink
**Core Knowledge:**
- Cognitive Bias Encyclopedia (50+ biases)
- Pre-mortem Analysis
- Red Team Thinking
**Bias Checks:**
| Bias | Question |
|------|----------|
| Confirmation | "What evidence would change your mind?" |
| Survivorship | "What about failures we don't see?" |
| Sunk Cost | "Would you start this today?" |
| Anchoring | "What if first number was different?" |
**Pre-mortem:**
```
"1 year from now, this failed. Why?
- What went wrong?
- What signs did we miss?
- Who did we forget to involve?"
```
**Trigger**: High-stakes, unanimous agreement, irreversible decisions
---
### F3: Implementation Architect
**Role**: Transforms strategy into executable plans
**Core Knowledge:**
- Project Management (Agile, Waterfall, Hybrid)
- Change Management (ADKAR, Kotter's 8 Steps)
- Risk Management (FMEA, Monte Carlo)
**Blueprint:**
```
1. Success Criteria (SMART)
2. Work Breakdown Structure
3. Critical Path & Dependencies
4. Risk Register & Mitigation
5. Communication Plan
6. Rollback Strategy
```
**Risk Matrix:**
```
HIGH IMPACT: Prevent → Mitigate → Monitor
MED IMPACT: Mitigate → Monitor → Accept
LOW IMPACT: Monitor → Accept → Ignore
```
**Trigger**: After strategic decision, complex initiatives, tight timelines
---
### F4: Human Dynamics Expert
**Role**: Navigates people, politics, culture, change resistance
**Core Knowledge:**
- Organizational Psychology
- Stakeholder Management
- Cialdini's 6 Influence Principles
- Conflict Resolution
**Stakeholder Map:**
```
HIGH POWER: Keep Satisfied | Manage Closely
LOW POWER: Monitor | Keep Informed
LOW INTEREST ──── HIGH INTEREST
```
**Resistance Responses:**
- Fear of unknown → Clear vision, quick wins
- Loss of control → Involve in design
- Lack of trust → Transparency, consistency
- Status quo comfort → Show burning platform
**Trigger**: Org change, cross-functional projects, political complexity
---
### F5: Metrics & Validation Expert
**Role**: Defines success, designs experiments, validates outcomes
**Core Knowledge:**
- OKRs & KPI Design
- A/B Testing & Statistical Significance
- Leading vs Lagging Indicators
**Metrics Hierarchy:**
```
├── North Star (1) - Ultimate success
├── Primary (2-3) - Direct drivers
├── Secondary (3-5) - Leading indicators
└── Health (2-3) - Guardrails
```
**Validation by Stage:**
| Stage | Method |
|-------|--------|
| Hypothesis | Problem interviews, market data |
| MVP | Cohort analysis, retention |
| Scale | A/B tests, significance |
| Mature | Long-term ROI |
**Trigger**: Before launch, after completion, intuition vs data conflict
---
### F6: Future Scenario Planner
**Role**: Explores multiple futures, stress-tests strategies
**Core Knowledge:**
- Scenario Planning (Shell Method)
- Trend Analysis & Weak Signals
- Optionality & Real Options Theory
**2x2 Scenario Matrix:**
```
DIMENSION A (+)
SCENARIO 1 │ SCENARIO 2
────────────┼────────────
SCENARIO 3 │ SCENARIO 4
DIMENSION A (-)
```
**Robustness Test:**
- Does strategy survive each scenario?
- What adaptations needed?
- What early warning signals?
- What options to preserve?
**Trigger**: Long-term planning, major investments, disruption signals
---
### F7: Learning Synthesizer
**Role**: Captures insights, creates knowledge assets
**Core Knowledge:**
- Knowledge Management
- After-Action Reviews (AAR)
- Mental Model Development
**Insight Extraction:**
```
1. What happened? (Facts)
2. Why? (Analysis)
3. What does it mean? (Interpretation)
4. What principle? (Abstraction)
5. Where else applies? (Transfer)
```
**Mental Models:**
| Domain | Models |
|--------|--------|
| Strategy | Moats, flywheels, network effects |
| Execution | Bottlenecks, constraints |
| People | Incentives, culture |
| Systems | Feedback loops, leverage |
**Trigger**: After projects, pattern repetition, knowledge transfer
---
## Follow-up Selection Guide
```
┌──────────────────────────────────────────────────────────┐
│ User Need │ Follow-up Persona │
├──────────────────────────────────────────────────────────┤
│ "How does this connect?" │ F1: Systems Integrator │
│ "What could go wrong?" │ F2: Devil's Advocate │
│ "How do we execute?" │ F3: Implementation │
│ "How do we get buy-in?" │ F4: Human Dynamics │
│ "How do we measure?" │ F5: Metrics Expert │
│ "What if things change?" │ F6: Scenario Planner │
│ "What did we learn?" │ F7: Learning Synthesizer │
└──────────────────────────────────────────────────────────┘
```
---
## Expert Activation
```
@systems-integrator (F1)
@devils-advocate (F2)
@implementation-architect (F3)
@human-dynamics (F4)
@metrics-expert (F5)
@scenario-planner (F6)
@learning-synthesizer (F7)
```
Or describe your scenario:
```
"I need [outcome] for [situation].
Suggest and execute the best expert chain with follow-up."
```