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A vast resource of over 360 pages of consulting frameworks and design templates commonly used by consultants. These frameworks and designs will enable sharper and clearer analysis of business issues, along with more powerful and impacting presentations.
Content includes:
1. Agenda & Table of Contents
2. Charts
3. Common Tables and "Box" Type Charts
4. Project Tracking Templates
5. Miscellaneous Shape Charts
6. Maps
7. People Silhouettes
Examples are used throughout to demonstrate the impact of the material.
8. CHARTS
Mekko Unit Axis Chart
Chart Heading Here, Unit, Year/s
Series 9
5.0
Series 6
Series 5
Series 4
Series 1
8%
5.0
Series 9
8%
Series 8
8%
Series 7
8%
Series 6
8%
Series 5
8%
5.0
Series 4
10%
5.0
Series 3
12%
Series 2
14%
Series 1
16%
5.0
5.0
5.0
10.0
15.0
Series 3
Series 2
Series 10
5.0
Series 8
Series 7
250
100.0
Series 10
20.0
25.0
75.0
7.5
7.5
7.5
7.5
7.5
7.5
7.5
7.5
7.5
7.5
50.0
5.0
5.0
5.0
5.0
5.0
5.0
5.0
5.0
25.0
2.5
2.5
2.5 2.5 2.5
2.5 2.5 2.5
2.5 2.5
Label 1
% of Total
Notes:
Source:
Label 2
Label 3
Label 4
Total
X%
X%
X%
X%
100%
(1) …
…
14
9. CHARTS
Area 100% Chart
Chart Heading Here, Unit, Year/s
Series 10
100%
Series 9
Series 8
Series 7
80%
Series 6
60%
Series 5
Series 4
40%
Series 3
20%
Series 2
Series 1
0%
Label 1
Notes:
Source:
Label 2
Label 3
Label 4
Label 5
Label 6
(1) …
…
16
11. CHARTS
Pie Chart
Chart Heading Here, Unit, Year/s
Series 10
10%
Series 1
10%
Series 9
Series 2
10%
10%
Series 8 10%
10% Series 3
10%
10%
Series 7
Series 4
10%
Series 6
Notes:
Source:
10%
Series 5
(1) …
…
20
19. COMMON TABLES AND ‘BOX’ TYPE CHARTS
Common Chart
..
..
• ..
..
• ..
..
• ..
..
..
Notes:
Source:
(1) …
…
36
20. COMMON TABLES AND ‘BOX’ TYPE CHARTS
Common Chart
..
..
• ..
Notes:
Source:
..
• ..
..
• ..
(1) …
…
38
21. COMMON TABLES AND ‘BOX’ TYPE CHARTS
Project Workplan (Example)
Date
Date
Date
Phases
Soft Launch
• ..
Activities
Notes:
Source:
.. weeks
• ..
Date
Date
Phase 3 –
Recommenda
tions
• ..
Kick-off meeting
Date
.. weeks
Phase 2 – Option Development
&Strategy Design
Phase 1 - Compile
Strategic Fact Base
• ..
Key Meetings
Weekly WIP
Date
.. weeks
.. weeks
Final
Pres‘n
Workshop
Date
Date
Date
Date
(1) …
…
40
22. COMMON TABLES AND ‘BOX’ TYPE CHARTS
Strategic planning process
1
2
3
5
6
Strategy Design
Planning and
Implementation
Corporate Identity
Market &
Competitor
Factbase
Current Facts
about business
operating
context, (includi
ng
competences)
4
Strategic Principles
Where to
compete?
How to
compete?
‘Context for Growth’
Notes:
Source:
(1) …
…
42
23. COMMON TABLES AND ‘BOX’ TYPE CHARTS
Core Competences
Existing
Competences
Competences in
Development
Needed
Competences
Determined by:
• History
• Company characteristics/
priorities/architecture
Determined by:
• Vision
• Strategic intent
• Future benchmarks perspective
• Competitive gaps
• ..
Notes:
Source:
Determined by:
• Strategic intent
• R&D/ product development
• People development
• ..
• ..
(1) …
…
44
24. COMMON TABLES AND ‘BOX’ TYPE CHARTS
Corporate Identity (example)
Today
A leading US manufacturer of branded [products]
Tomorrow
A leading international manufacturer of consumer-facing innovative
products for the use of [resource] in the [home] environment
Notes:
Source:
(1) …
…
46
25. COMMON TABLES AND ‘BOX’ TYPE CHARTS
Corporate Identity (Example)
A leading International . . .
• Aspiration with regard to the position and relevance of the
company in a broad geographic context
. . . manufacturer of consumer
-facing . . .
• Recognition of the client’s heritage and suite of core
competencies
• Includes relevant brands, but also allows for private label offering
. . . innovative products . . .
• Principle of differentiation and point of coherence across brands
and products
. . . for the use of [resource] . . .
• Focus on the value and mode of use by end users
• Includes delivery, management and enjoyment of [resource]
within household as well as commercial developments
. . . in the [home] environment
• Recognises current importance of [home]
• [Specific area of the home] might have to be reviewed in the
broader other Client Business Unit context
48
26. COMMON TABLES AND ‘BOX’ TYPE CHARTS
Incremental Growth Strategy Design (example)
Incremental Growth Strategy
1
2
Pursue
International Growth
Organic
1.1
Refine organisational
structure to create a
dedicated international team
1.2
Inorganic
Collaborate with [other
Company] in existing and
new geographic markets
1.3
Consider acquisition/s to
provide local presence
3
Expand into Related Product
Categories
2.2
2.1
2.3
Extend into
Adjacent Market
Consider broadening the
[brand] product range
Collaborate with [other
company] to drive branded
offerings in adjacent
categories, specifically
shower products
Identify/ pursue large scale
acquisition in adjacent
category
3.1
Consider acquisition of
mid-size adjacent market
player
50
29. COMMON TABLES AND ‘BOX’ TYPE CHARTS
Heat map
Brand 1
Brand 2
Brand 3
Leisure consumers
Knowledge & information
• Knowledge & Information
• Smooth trip
Lowest prices
Accuracy
Corporate consumers
Personal friendly service
• Lowest Prices
• Accuracy
• Flexibility
Smooth trip
Flexibility
Speed of service
Commonalities
Trust in agent
Professionalism
• Personal friendly service
• Trust
• Professionalism
Security with booking
Follow up service
Value for money
Most important
Average spend per transaction
$..k
$..k
$..k
Moderately important
Somewhat important
Notes:
Source:
(1)
56
30. COMMON TABLES AND ‘BOX’ TYPE CHARTS
Common Table Chart
Triple Click to Enter Text Here
When typing text within a box or shape, always begin with second level bullets
• This is how to format text in boxes
— Type text first
— Go to <Format> <Bullet>
— Use bullets, em dashes and en dashes from Normal Text 100%
— This is an em dash
– This is an en dash
• To move the text in from the box, double click on the box itself and a dialogue box <Format
Autoshape> will appear
— Ensure that the text anchor point is <Top>
— Space from Left and Right should be 0.25
— Space from Top and Bottom should be approximately 0.13
— Word wrap should be selected
— Resize autoshape should NOT be selected
Notes:
Source:
(1) …
…
58
31. COMMON TABLES AND ‘BOX’ TYPE CHARTS
Common Table Chart
Enter Text Here
Enter Text Here
Enter Text Here
Enter Text Here
Enter Text Here
• Enter text here
— Enter text here
– Enter text here
• Enter text here
— Enter text here
– Enter text here
Enter Text Here
• Enter text here
— Enter text here
– Enter text here
• Enter text here
— Enter text here
– Enter text here
• Enter text here
— Enter text here
– Enter text here
Enter Text Here
• Enter text here
— Enter text here
– Enter text here
• Enter text here
— Enter text here
– Enter text here
• Enter text here
— Enter text here
– Enter text here
Enter Text Here
Notes:
Source:
• Enter text here
— Enter text here
– Enter text here
• Enter text here
— Enter text here
– Enter text here
• Enter text here
— Enter text here
– Enter text here
• Enter text here
— Enter text here
– Enter text here
(1) …
…
60
32. COMMON TABLES AND ‘BOX’ TYPE CHARTS
Common Table Chart
Enter Text Here
Enter Text Here
Enter Text Here
Jan 2001
Jan 2001
Jan 2001
Enter Text Here
50
50
50
• Enter text here
— Enter text here
– Enter text here
Enter Text Here
50
50
50
• Enter text here
— Enter text here
– Enter text here
Enter Text Here
50
50
50
• Enter text here
— Enter text here
– Enter text here
Enter Text Here
50
50
50
Enter Text Here
• Enter text here
— Enter text here
– Enter text here
Notes:
Source:
(1) …
…
62
33. COMMON TABLES AND ‘BOX’ TYPE CHARTS
Common Table Chart (example – How to compete)
Primary Participation Method
Supporting Participation Method
3.3
Strategic
theme
Market opportunity
Invest to
Organically
grow
develop new
existing site
sites
3.3
Licence
overseas
model
Local or
global
partnership
-
-
3.4
Bolt-on
Potential for
acquisitions/ Step change
investments
deals
Defend /
pursue core
•
1.1 Display - News
•
1.2 Display – TV & Radio (excl News, Sports,
Music / Youth)
1.3
• Enabler
-
-
-
-
Leverage
capabilities
2.1 Display - Sports
•
2.1
• Display - Entertainment
•
2.2 Youth Play (Display – Music / Youth,
Classifieds – Dating, Other – Music dwnlds)
2.3 Other – Internet TV and Mobile TV
•
Pure Online
•
3.1 Display – Business / Finance, Lifestyle
3.1 Search
•
3.1
• Classifieds
3.2 Other – Australia & Asia online
•
64
34. COMMON TABLES AND ‘BOX’ TYPE CHARTS
Table Flow Chart
Enter Text Here
• Enter text here
— Enter text here
– Enter text here
Enter Text Here
• Enter text here
— Enter text here
– Enter text here
Notes:
Source:
Enter Text Here
• Enter text here
— Enter text here
– Enter text here
Enter Text Here
• Enter text here
— Enter text here
– Enter text here
(1) …
…
66
35. COMMON TABLES AND ‘BOX’ TYPE CHARTS
Table Flow Chart
Enter Text Here
• Enter text here
— Enter text here
– Enter text here
Enter Text Here
Notes:
Source:
(1) …
…
68
36. COMMON TABLES AND ‘BOX’ TYPE CHARTS
Market Segmentation illustration
Chart Heading Here, Unit, Year/s
Product X
<$100
Example of
Typical Product
$100-400
$400+
Product Y
Picture
…
…
~X%
~X%
~X%
~X%
…
~X%
~X%
~X%
~X%
…
➚➘➙
➚➘➙
➚➘➙
➚➘➙
Notes:
Source:
(1) …
…
70
37. COMMON TABLES AND ‘BOX’ TYPE CHARTS
Profit flow
Chart Heading Here, Unit, Year/s
Supply &
Cost of Goods Sold
Occupancy
Cost
Other Operational
Expense
Corporate
Overhead Cost
EBITDA
Target
Total
X%
X%
X%
X%
X%
BU 1
X%
X%
X%
X%
X%
BU 2
X%
X%
X%
X%
X%
XXX
X%
X%
X%
X%
X%
XXX
X%
X%
X%
X%
X%
Competitor
Notes:
Source:
(1) …
…
72
38. COMMON TABLES AND ‘BOX’ TYPE CHARTS
Value Chain (Example)
Transfer Agents
(outsourced admin)
X bps
Asset Manager
X
bps
Product
Manufacturers /
Providers
x bps
upfront
Distributors
IFA‘s
• ..
Tied
Sales
Force
+
x bps trail
Retail
Investors
Private
Banks
Stock
Brokers
Direct
• ..
Platforms
Fund Supermarkets
Wraps
X+
bps
2nd Generation Wraps
• ..
74
39. COMMON TABLES AND ‘BOX’ TYPE CHARTS
Linear processes
Set up
• Enter text here
Notes:
Source:
Diagnostic
• Enter text here
Test
• Enter text here
Implementation
Assessment
• Enter text here
(1) …
…
76
40. COMMON TABLES AND ‘BOX’ TYPE CHARTS
Linear processes
Set up
• Enter text here
Notes:
Source:
Diagnostic
• Enter text here
Test
• Enter text here
Implementation
Assessment
• Enter text here
(1) …
…
78
41. COMMON TABLES AND ‘BOX’ TYPE CHARTS
Dynamic process
Set up
• Enter text here
Notes:
Source:
Diagnostic
• Enter text here
Test
Review
• Enter text here
(1) …
…
80
42. COMMON TABLES AND ‘BOX’ TYPE CHARTS
Company profile – Example (2/2)
Organisation – The Board
• XXX
Future directions
• XXX
Organisation – Executive Team
• XXX
Notes:
Source:
(1) …
…
82
43. COMMON TABLES AND ‘BOX’ TYPE CHARTS
Organisational Chart Example
Role Title
Insert Name
Role Title
Insert Name
Notes:
Source:
Role Title
Insert Name
Role Title
Insert Name
(1) …
…
84
45. COMMON TABLES AND ‘BOX’ TYPE CHARTS
Project phases
Text
Text
Text
• Text
• Text
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
Notes:
Source:
• Text
•
(1) …
…
88
46. COMMON TABLES AND ‘BOX’ TYPE CHARTS
Implementation plan
Activities per phase
Text
Text
Text
Phase 1
Review
Phase 2
• Text
• Text
• Text
Phase 3
• Text
• Text
• Text
Review
Review
Notes:
Source:
(1) …
…
90
47. COMMON TABLES AND ‘BOX’ TYPE CHARTS
Parallel chart
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Notes:
Source:
Text
Text
Text
Text
(1) …
…
92
48. COMMON TABLES AND ‘BOX’ TYPE CHARTS
Project organisation 2
Steering Committee
• Text
• Text
• Text
QA
Project Management
Subject Matter Experts
• Text
• Text
• Text
• Text
• Text
• Text
• Text
• Text
• Text
Team 1
Team 2
Team 3
• Text
• Text
• Text
• Text
• Text
• Text
Notes:
Source:
• Text
• Text
• Text
(1) …
…
94
49. PROJECT TRACKING TEMPLATES
Overall status update – insert date (end of week X)
Project
..
Project Owner:
Date:
.. / .. / 10
..
Key Activities Completed Last Week
Overall
Status
• ..
Issues / Red Flags
• ..
Proposed solution
• ..
Key Tasks for this Week
•
..
Who
•
..
Due Date
•
..
96
50. PROJECT TRACKING TEMPLATES
..
Overall status update – insert date (end of week X)
Projects
Kick
Off
Assign
Project
Owner
Project
Planning
Analysis
Concept
Implementation
Monitoring
Status
Project 1
Project 2
Project 3
..
..
..
: Completed
: In Progress
98
51. PROJECT TRACKING TEMPLATES
Gantt chart
Mar
Activity
Phase 1 Title
Activity 1 Title
Activity 2 Title
...
...
...
...
...
Phase 2 Title
...
...
...
...
...
Phase 3 Title
...
...
...
...
...
...
Notes:
Source:
(1) …
…
22/3
Apr
29/3
5/4
12/4
19/4
Responsibility
Person/s Responsible
...
Insert Current Date
100
52. MISCELLANEOUS SHAPE CHARTS
Duration, milestones and tick
Duration line object
3-4 weeks
Tick character:
This object can be stretched to
its required width.
13/6
Milestone object
The above diamond shape
will not change its size when
line is stretched
Notes:
Source:
(1) …
…
102
60. MISCELLANEOUS SHAPE CHARTS
Factors 2
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Notes:
Source:
(1) …
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118
61. MISCELLANEOUS SHAPE CHARTS
Factors 4
Text
Text
• Text
• Text
• Text
• Text
• Text
• Text
Text
Text
Text
Text
Text
• Text
• Text
• Text
• Text
• Text
Notes:
Source:
Text
• Text
(1) …
…
120
62. MISCELLANEOUS SHAPE CHARTS
Factors 6
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Notes:
Source:
Text
Text
Text
(1) …
…
122
63. MISCELLANEOUS SHAPE CHARTS
Components 2
Text
Text
Text
Text
Text
Text
Text
Text
Notes:
Source:
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
(1) …
…
124
65. MISCELLANEOUS SHAPE CHARTS
Cube 2x2x4
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Notes:
Source:
Text
Text
Text
Text
Text
Text
Text
(1) …
…
128
70. MISCELLANEOUS SHAPE CHARTS
Circular segments 2 - donuts
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Notes:
Source:
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
(1) …
…
138
74. MISCELLANEOUS SHAPE CHARTS
Horizontal issue tree - asymmetric
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Notes:
Source:
(1) …
…
146
75. MISCELLANEOUS SHAPE CHARTS
Vertical issue tree - asymmetric
Text
Text
Text
Text
Text
Text
Text
Notes:
Source:
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
(1) …
…
148
76. MISCELLANEOUS SHAPE CHARTS
Comment text
Price
Heading
• Text
Heading
• Text
Volume
• Text
• Text
Staff
• Text
• Text
Other
• Text
• Text
Asset
Utilization
• Text
• Text
Revenue
Economic
Value
Notes:
Source:
Costs
(1) …
…
150
81. MISCELLANEOUS SHAPE CHARTS
Pyramid surrounded by spheres
Text
Text
Text
Text
Text
Text
Text
Text
Notes:
Source:
Text
Text
Text
Text
Text
Text
Text
Text
(1) …
…
160
83. MISCELLANEOUS SHAPE CHARTS
Pillars 2
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Notes:
Source:
(1) …
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164
84. MISCELLANEOUS SHAPE CHARTS
Consequences/Conclusion 2
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Notes:
Source:
•
•
•
•
Text
Text
Text
Text
•
•
•
•
Text
Text
Text
Text
•
•
•
•
Text
Text
Text
Text
(1) …
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166
89. MISCELLANEOUS SHAPE CHARTS
Things in common
Text
•
•
•
•
Text
•
•
•
•
Text
Text
Text
Text
•
•
•
•
Notes:
Source:
Text
Text
Text
Text
Text
Text
Text
Text
(1) …
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176
93. MISCELLANEOUS SHAPE CHARTS
Matrix 4
Text
Text
Text
Text
Text
Text
Text
Text
•
•
•
•
Text
Text
Text
Text
Text
Text
Text
Notes:
Source:
(1) …
…
184
94. MISCELLANEOUS SHAPE CHARTS
Matrix – transparent 2
Text
Text
Text
Text
Text
Text
Text
Notes:
Source:
Text
Text
Text
Text
Text
Text
Text
(1) …
…
186
95. MISCELLANEOUS SHAPE CHARTS
Linear flow 2
Text
Text
Text
Text
• Text
• Text
• Text
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
Notes:
Source:
• Text
•
•
•
(1) …
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188
99. MISCELLANEOUS SHAPE CHARTS
Linear flow 11
Text
• Text
Text
Text
Text
Text
•
•
•
•
Text
Text
Text
Text
• Text
Text
• Text
• Text
Notes:
Source:
(1) …
…
196
100. MISCELLANEOUS SHAPE CHARTS
Linear flow 13
Text
Text
Text
Text
Notes:
Source:
•
•
•
•
Text
Text
Text
Text
Text
Text
Text
Text
(1) …
…
198
118. MISCELLANEOUS SHAPE CHARTS
Iterative flow 4
Text
Text
Text
Text
•
•
•
•
Notes:
Source:
Text
Text
Text
Text
•
•
•
•
Text
Text
Text
Text
•
•
•
•
Text
Text
Text
Text
(1) …
…
234
131. MISCELLANEOUS SHAPE CHARTS
Forces 6
Text
• Text
• Text
•
•
•
•
Text
Text
Text
Text
•
•
•
•
Text
Text
Text
Text
• Text
Text
• Text
• Text
• Text
Notes:
Source:
(1) …
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260
174. MISCELLANEOUS SHAPE CHARTS
Stages 1 - Thermometer
Confidence
High
-
Medium
Low
High
-
-
-
Medium
Low
Notes:
Source:
-
-
-
Low
-
-
-
Confidence
High
-
-
Medium
Low
-
Medium
Confidence
High
Confidence
High
-
-
Medium
Low
Confidence
High
Confidence
-
Medium
Low
-
-
(1) …
…
346
176. MISCELLANEOUS SHAPE CHARTS
Advantages/ Disadvantages
Advantages
• Text Text Text Text Text Text Text Text
Notes:
Source:
Disadvantages
• Text Text Text Text Text Text Text Text
(1) …
…
350
177. CONTENTS
TABLE OF CONTENTS
•
Agenda & Table of Contents
1
•
Charts
7
•
Common Tables and ‗Box‘ Type Charts
26
•
Project Tracking Templates
95
•
Miscellaneous Shape Charts
101
•
Maps
352
•
People Silhouettes
366
•
352
178. MAPS
Australia (with individually shadable states)
To change the individual shading of each state, copy this bitmap image into Microsoft Paint
and use the ‗fill‘ function to colour as required
Notes:
Source:
(1) …
…
354
183. MAPS
Regions – Brazil
Ungroup map to select and shade one or more countries
Brazil - states (shade-able)
Notes:
Source:
Brazil – regions (not shade-able)
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184. CONTENTS
TABLE OF CONTENTS
•
Agenda & Table of Contents
1
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Charts
7
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Common Tables and ‗Box‘ Type Charts
26
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Project Tracking Templates
95
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Miscellaneous Shape Charts
101
•
Maps
352
•
People Silhouettes
366
366