Successfully reported this slideshow.

Management Consultant Toolkit in Powerpoint and Excel

21

Share

1 of 43
1 of 43

Management Consultant Toolkit in Powerpoint and Excel

21

Share

Go to www.slidebooks.com to access the editable version in Powerpoint and Excel of this Management Consultant Toolkit created by former management consultants from Deloitte and McKinsey.

Go to www.slidebooks.com to access the editable version in Powerpoint and Excel of this Management Consultant Toolkit created by former management consultants from Deloitte and McKinsey.

More Related Content

More from Aurelien Domont, MBA

Related Books

Free with a 14 day trial from Scribd

See all

Related Audiobooks

Free with a 14 day trial from Scribd

See all

Management Consultant Toolkit in Powerpoint and Excel

  1. 1. Management Consultant Toolkit By Former Deloitte & Mckinsey Management Consultants
  2. 2. 22 Our Toolkit includes 1000 Powerpoint slides and 25 Excel sheet including the examples below • Case Interview Training • Strategic Plan Template • Strategy Map Templates • Balanced Scorecard Templates • Change Management Toolbox • Financial Model • Business Case • Strategy Definition Training • Financial Analysis • Lean 6 Sigma Essentials • Market & Competitor Analysis • Resume / CV Templates • Financial Plan Templates • Pyramid Principle • Business Plan Template • Marketing Plan • Discounted Cash Flow Valuation • Three Financial Statements Model
  3. 3. 33 “In the next slides, you’ll find a sample of some of our Powerpoint and Excel documents. You can access the editable version of our documents at www.slidebooks.com”
  4. 4. 44 There are 4 key phases to follow in order to be successful in a case study interview 1.Verify your understanding 2.Structure the case 3.Analyze the case 4.Close the case In the next slides, we are going to details the key steps for each one of these phases using the following case study: “Why my company’s profit has decreased by 10%?”
  5. 5. 55 Zoom on Phase 1 - Verify your understanding 1.Verify your understanding 2.Structure the case 3.Analyze the case 4.Close the case 1. Buy some time: stay silence for a couple of seconds and then say a generic sentence such as “say “hmmm…that’s an interesting question. Let me play it back to you to make sure that my understanding is correct” 2. Rephrase the case: “So basically what you’re saying is that…is that right?” 3. Ask clarifying question: “Can I ask some background questions before I get started?...what do you mean by...”. Don’t assume anything. Different companies use different vocabulary. Asking clarifying question will demonstrate your professionalism and not your ignorance 3 Key Steps Click here to download our products in editable Powerpoint and Excel documents www.slidebooks.com
  6. 6. 66 Zoom on Phase 2 - Structure the case 1.Verify your understanding 2.Structure the case 3.Analyze the case 4.Close the case 1. Buy some time: “Before presenting you a roadmap, would it be possible to take 1 minute to gather my thoughts?” 2. Identify your framework: Identify the type of problem to solve and pick the right framework (in the next section of this presentation, you’ll find some simple framework that you will be able to use) 3. Describe the key component of the framework: ”To understand why the profit is falling, I need to look at 2 key things: First the company’s revenue and second the company’s cost 4. Engage your stakeholder: Draw the framework on a piece of paper and present it in a collaborative way 4 Key Steps
  7. 7. 77 There are 4 common categories of business problems Profitability Problem 1 Entering a new market 2 Introducing a new product 3 M&A Problem 4 “Why does my company’s profit have decreased by 10%?” “Should we enter the Chinese market?” “Should we introduce this new product X?” “Should we acquire the company Y?” A framework will be described for each one of these business problem in the next slides
  8. 8. 88 1.Profit Problem - Framework Profit** Revenue** Revenue per unit Number of units sold Segment the unit sold* Cost** Number of units sold Cost per unit Fixed cost** Raw materials cost Manufacturing cost Labour Equipment Distribution, Sales & marketing cost Customer service cost Variable cost** *By Business, regions, product lines, customer segments, distribution channels **Compared with last year and compared with the industry If there is a difference between the company’s profit growth and the industry-wide profit growth, you may decide to apply this framework twice: one for the Company and one for the industry and identify the differences The objective is to break down the problem into smaller pieces to understand the key drivers of the declining profit
  9. 9. 99 2.Entering a new market - Framework Desirability Viability Feasibility Understand if it can be done Sweet spot? Understand the customer Understand how money is made
  10. 10. Create a Business Case Training & Excel Templates By Former Deloitte Management Consultants
  11. 11. 11 www.slidebooks.com11 Objectives of this document “ Learn how to create a Business Case with a training and an Excel template created by former Deloitte Management Consultants ” “ Save your time by using our fully editable PowerPoint slides and Excel Sheets ” Click here to download our products in editable Powerpoint and Excel documents www.slidebooks.com
  12. 12. 12 www.slidebooks.com12 Table of content The key concepts to know to build a Business Case How to build a Business Case? 2 3 What is a Business Case?1 How to develop a Financial Model?4
  13. 13. 13 www.slidebooks.com13 Business Case’s goal and objectives The Business case’s goal is to complete a rigorous analysis of a potential project to facilitate the decision on whether the project should be undertaken The business case is a differential analysis that makes a comparison between the current state (As-Is) and the target state as a result of the project (To-Be) Goal Determine the potential value and value drivers of the project Define the costs and expected benefits of the project Determine if the project support the overall business strategy Define the time-phased net cash flow impact, return on investment and payback period of the project Objectives
  14. 14. 14 www.slidebooks.com14 Key questions a Business Case should answer 1.What is the project? 2.How much value will it create? 3.What needs to be done?    Description Value Proposition Likely impact(s)    NPV of the investment Resulting cash flow impact IRR and payback period    Organizational changes Process & systems changes Culture changes Go or No Go? 
  15. 15. 1515 2.Entering a new market - Framework Desirability Viability Feasibility  Capital requirement  Legal requirement  Risk  Company Capability Sweet spot?  Product  Market size in volume  Price willing to pay by customer  Market size in value Distribution channels  Cost per product  Revenue per product  Profit per product  Competition  Profit
  16. 16. 16 www.slidebooks.com16 Draw out a schematic for how the spreadsheet will work Inputs sheet #1 Inputs sheet Calculation sheet #1 Calculation sheets Outputs sheet #1 Outputs sheet Calculation sheet #2
  17. 17. 17 www.slidebooks.com17 5.Calculation sheet Excel template: + - X -.. Project X Version 1 Project P&L Scenario X FY1 FY2 FY3 FY4 FY5 Total Volume: Number of products sold Product A 10,000 20,000 30,000 50,000 100,000 210,000 Product B 50 100 200 500 1,000 1,850 Product C 10 20 30 50 100 210 Price: Average Price per product Product A 1,000$ 1,050$ 1,050$ 1,050$ 1,050$ 5,200$ Product B 100$ 100$ 105$ 105$ 105$ 515$ Product C 10,000$ 10,500$ 10,500$ 10,500$ 10,500$ 52,000$ Revenue: Product multiply by Price Product A Revenue 10,000,000$ 21,000,000$ 31,500,000$ 52,500,000$ 105,000,000$ 220,000,000$ Product B Revenue 5,000$ 10,000$ 21,000$ 52,500$ 105,000$ 193,500$ Product C Revenue 100,000$ 210,000$ 315,000$ 525,000$ 1,050,000$ 2,200,000$ Total Revenue 10,105,000$ 21,220,000$ 31,836,000$ 53,077,500$ 106,155,000$ 222,393,500$ Double click to access the editable Excel spreadsheet Click here to download our products in editable Powerpoint and Excel documents www.slidebooks.com
  18. 18. 18 www.slidebooks.com18 6.The Outputs sheet(s) should include information such as:  Total add revenue and cost savings  Total add operational expenditure  Taxes and net income  Change in WC, capital expenditures, operating free cash flow  Present value, cumulative present value and net present value  IRR, payback period, payback period discounted
  19. 19. 19 www.slidebooks.com19 6.Outputs sheet template Project X Version 1 Financial Summary Scenario X FY1 FY2 FY3 FY4 FY5 Total Economic Value Added (EVA) Revenue 10,105,000$ 21,220,000$ 31,836,000$ 53,077,500$ 106,155,000$ 222,393,500$ Cost of Goods sold 6,063,000$ 12,732,000$ 19,101,600$ 31,846,500$ 63,693,000$ 133,436,100$ Operating Expenses 783,000$ 940,955$ 1,107,630$ 1,136,486$ 1,028,202$ 4,996,273$ Capitalized Expenditure 60,000$ 60,000$ 60,000$ 60,000$ 60,000$ 300,000$ Net Benefit 3,199,000$ 7,487,045$ 11,566,770$ 20,034,514$ 41,373,798$ 83,661,127$ Average Net Book Value 80,000$ 140,000$ 120,000$ 100,000$ 80,000$ Cost of Capital 11% 11% 11% 11% 11% Capital Charges 8,800$ 15,400$ 13,200$ 11,000$ 8,800$ 57,200$ FY1 FY2 FY3 FY4 FY5 Total Economic Value Added (EVA) 3,190,200$ 7,471,645$ 11,553,570$ 20,023,514$ 41,364,998$ 83,603,927$ Net Present Value of EVAs $99,822,374.94 $- $10,000,000 $20,000,000 $30,000,000 $40,000,000 $50,000,000 $60,000,000 $70,000,000 $80,000,000 $90,000,000 FY1 FY2 FY3 FY4 FY5 Total Economic Value Added Double click to access the editable Excel spreadsheet
  20. 20. 20 www.slidebooks.com20 Table of content Apply the Pyramid principle Create a story board 2 3 Write the introduction1 Resolve complex problems with the Pyramid Principle?
  21. 21. 21 www.slidebooks.com21 Pyramid Principle Definition
  22. 22. 22 www.slidebooks.com22 Create a pyramid with your answer and supporting arguments - Template Insert your answer Insert your supporting argument #1.1 Insert your supporting argument #1.2 Insert your supporting argument #1.3 Insert your supporting argument #2.1 Insert your supporting argument #2.2 Insert your supporting argument #2.3 Insert your supporting argument #3.1 Insert your supporting argument #3.2 Insert your supporting argument #1 Insert your supporting argument #2 Insert your supporting argument #3 Insert your supporting argument #3,3 Insert your introduction’s question Why or How? Why or How?Why or How? Why or How? To communicate in a structured way with a busy executive, you should start with the answer to the executive’s question first, and then list your supporting arguments Group, summarize and order logically your supporting arguments
  23. 23. 23 www.slidebooks.com23 The company can reduce its cost by $5 millions through some operational improvements Select non-core functions Evaluate cost and service level of potential partners Choose one partner for each function Design current processes Compare current process to best-in- class benchmarks Adopt best practices based on benchmarks Select and review current supplier costs Evaluate cost of potential alternative suppliers Outsource non-core functions to save $3 Millions Simplify core functions processes to save $1 Million Review supplier cost to save $1 Million Renegotiate supplier contracts and/or choose alternative suppliers How can the company reduce its cost by 10%? Create a pyramid with your answer and supporting arguments - Example Click here to download our products in editable Powerpoint and Excel documents www.slidebooks.com
  24. 24. 24 www.slidebooks.com24 Then create a storyboard to have an overview of your presentation 1 2 3 4 5 6 Company’s profits are decreasing We should outsource Competitor X is profitable Company X has same revenue as us But Company X has lower cost 50% of his core functions have been outsourced
  25. 25. 25 www.slidebooks.com25 Ensure that your storyboard combines horizontal and vertical logic 1 2 3Key message #1 Key message #2 Key message #3 Horizontal logic: A presentation should be easily understood by only reading the key message of each slide Vertical logic: Texts, diagrams and charts should support the key message Click here to download our products in editable Powerpoint and Excel documents www.slidebooks.com
  26. 26. 26 www.slidebooks.com26 Market & Competitor Analysis Company Name: Date: Author: Business Unit: Email: Phone: Example name 08/10/2014 John Example Example A Example@business.com 04 20 30 40 50
  27. 27. 27 www.slidebooks.com27 Table of content 1. Market analysis 1.1. Target market 1.2. Market size 1.3. Market growth 1.4. Market profitability 1.5. Market trends 1.6. Key success factors 2. Competitor analysis 2.1. Competitor identification 2.2. Competitor comparison 2.3. Competitor positioning 2.4. Competitor ranking 2.5 key findings
  28. 28. 28 www.slidebooks.com28 1. Market analysis 1. Market analysis 1.1. Target market 1.2. Market size 1.3. Market growth 1.4. Market profitability 1.5. Market trends 1.6. Key success factors 2. Competitor analysis 2.1. Competitor identification 2.2. Competitor comparison 2.3. Competitor positioning 2.4. Competitor ranking 2.5 key findings
  29. 29. 29 www.slidebooks.com29 1. Market analysis 1.1.Target market - Template • Describe in this text block your target market(s), that is to say the group of customers that you want to market your products to. • To identify your target market(s), you can use customer segmentations such as: o Geographic segmentation o Demographic/socioeconomic segmentation: gender, age, income, occupation, education, household size, and stage in the family life cycle) o Attitudes o Psychological profiles • If you have more than one target market, you ideally will have to tailor your mix marketing (4Ps) for each one of your target markets Target Market description
  30. 30. 30 www.slidebooks.com30 1. Market analysis 1.2.Target market size - Template • Estimate the Total Available Market (TAM) size • TAM refers to the global revenue opportunity available for a product or service • Some sources of information such as government data, trade associations, financial data from major players and customer surveys should help you to provide a rough estimation Total Available Market (TAM) Total Available Market (TAM) Serviceable Available Market (SAM) • Estimate the Serviceable Available Market (SAM) size • SAM refers to the percentage of the Total Available Market (TAM) that you can actually serve Serviceable Available Market (SAM) • Estimate your Target Market size based on your estimation of the TAM and SAM size • Target market refers to the group of customers that you want to market your products to Your Target MarketTarget Market Market Share • Estimate your market share (in percentage and dollars) based on your unique selling proposition and marketing plan • Your market share refers to a percentage of your target market Your Market Share
  31. 31. 31 www.slidebooks.com31 1. Market analysis 1.3.Target market growth - Template • Estimate the Total Available Market (TAM) revenue growth Total Available Market (TAM) Total Available Market (TAM) Serviceable Available Market (SAM) • Estimate the Serviceable Available Market (SAM) revenue growth Serviceable Available Market (SAM) • Estimate your Target Market revenue growth Your Target MarketTarget Market Market Share • Estimate your market share growth Your Market Share • A simple way of forecasting the market growth is to extrapolate historical data into the future • A more accurate way is to study growth drivers such as demographic information and sales growth in complementary products - 10% every year between 2014 and 2020 + 1% every year between 2014 and 2020 + 10% every year between 2014 and 2020 + 2% every year between 2014 and 2020
  32. 32. 32 www.slidebooks.com32 1. Market analysis 1.4.Market profitability - Guiding principles The Porter’s Five Forces tool is helpful to assess the attractiveness and profitability of a market or industry by analyzing the forces acting upon it: Rivalry • British Airways • British Midland • Dan Air Bargaining power of Suppliers • Fuel companies • Aircraft companies • Labor • Catering suppliers Bargaining power of Buyers • Business travellers • Pleasure travellers Threat of new entrants • Foreign airlines • National airlines • New companies Threat of Substitute products • Bus, Rail, Car • Video conferencing Example of the Porter’s five forces tool applied in the airline industry
  33. 33. 33 www.slidebooks.com33 1. Market analysis 1.4.Market profitability - Template (1/2) The Porter’s Five Forces tool is helpful to assess the attractiveness and profitability of a market by analyzing the forces acting upon it: Rivalry • Insert a brief description Bargaining power of Suppliers • Insert a brief description Bargaining power of Buyers • Insert a brief description Threat of new entrants • Insert a brief description Threat of Substitute products • Insert a brief description
  34. 34. 34 www.slidebooks.com34 1. Market analysis 1.4.Market profitability - Template (2/2) • Insert a more comprehensive description Bargaining power of Suppliers • Insert a more comprehensive description Bargaining power of Buyers • Insert a more comprehensive description Rivalry among firms • Insert a more comprehensive description Threat of Substitute products • Insert a more comprehensive description Threat of new entrants Click here to download our products in editable Powerpoint and Excel documents www.slidebooks.com
  35. 35. 35 www.slidebooks.com35 1. Market analysis 1.5.Market trends - Guiding principles
  36. 36. 36 www.slidebooks.com36 1. Market analysis 1.5.Market trends - Template • Insert the description of the trend #1 Insert the title of the trend #1 • Insert the description of the trend #2 Insert the title of the trend #2 • Insert the description of the trend #3 Insert the title of the trend #3
  37. 37. 37 www.slidebooks.com37 1. Market analysis 1.6.Key success factors (KSF) - Guiding principles Click here to download our products in editable Powerpoint and Excel documents www.slidebooks.com
  38. 38. 38 www.slidebooks.com38 1. Market analysis 1.6.Key success factors (KSF) - Template • Insert the description of the KSF #1Insert the title of the KSF #1 • Insert the description of the KSF #2Insert the title of the KSF #2 • Insert the description of the KSF #3Insert the title of the KSF #3
  39. 39. 39 www.slidebooks.com39 2. Competitor analysis 1. Market analysis 1.1. Target market 1.2. Market size 1.3. Market growth 1.4. Market profitability 1.5. Market trends 1.6. Key success factors 2. Competitor analysis 2.1. Competitor identification 2.2. Competitor comparison 2.3. Competitor positioning 2.4. Competitor ranking 2.5 key findings Click here to download our products in editable Powerpoint and Excel documents www.slidebooks.com
  40. 40. 40 www.slidebooks.com40 2. Competitor analysis 2.1.Competitor identification - Template • Competitor A • Competitor B • Competitor C • Competitor D 1.Key National Competitors • Competitor E • Competitor F • Competitor G • Competitor H 2.Key International Competitors • Competitor L • Competitor M • Competitor N • Competitor O 4.New Entrants • Competitor I • Competitor J • Competitor K 3.Substitutes Split your competitors in meaningful categories aligned with your scope
  41. 41. 41 www.slidebooks.com41 2. Competitor analysis 2.2.Competitor comparison - Template (1/2) Criteria Revenue Profit Market share Main activity Number of employee Product quality Insert your own text Competitor A Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Competitor B Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Competitor D Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Compare your competitors with relevant criteria Click here to download our products in editable Powerpoint and Excel documents www.slidebooks.com
  42. 42. 42 www.slidebooks.com42 2. Competitor analysis 2.2.Competitor comparison - Template (2/2) 0 0.5 1 1.5 2 2.5 3 3.5 4 Competitor A Competitor B Competitor C Competitor D Competitor E Revenue Profit Competitor Revenue and Profit Insert your key message You can edit the data chart with the following process: >Double click on the graph > click Design > Click on “Edit Data” >Update the table with your own data
  43. 43. 4343 Click here to download our products in editable Powerpoint and Excel documents www.slidebooks.com

×