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1. Business and Consulting Toolkits - Sample.pptx

The document is promoting business and consulting toolkits created by former McKinsey, Deloitte, and BCG consultants. It highlights key benefits such as improving growth and efficiency through ready-made frameworks, tools, and templates. Sample toolkits listed include corporate strategy, management consulting, change management, project management, sales and marketing, finance, and operations. The corporate strategy toolkit is profiled in more detail, outlining the types of frameworks, tools, templates, tutorials, and examples included to help with strategic planning, analysis, decision making, and more.

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Business & Consulting Toolkits Free sample Created by ex-McKinsey, Deloitte & BCG Management Consultants
Key Benefits of our Business & Consulting Toolkits 2 Improve the growth & efficiency of your organization by leveraging Business & Consulting Toolkits created by ex-McKinsey, Deloitte & BCG Consultants. It cost us $500k+ to create all our Business & Consulting Toolkits. Get them for a fraction of this cost. It’s like hiring Management Consultants to create all the practical Frameworks, Tools & Templates required to get a competitive advantage. Get the job done quicker and never start from scratch again with our ready-made & fully editable Frameworks, Tools & Templates in Powerpoint & Excel. We have worked 20,000+ hours over the past 5 years to create the world’s best Business & Consulting Toolkits. Don’t reinvent the wheel. Download now. Improve your skills & capabilities and meet your professional goals by learning how the Fortune 100 and Global Consulting Firms do it. Get free support and advice from our ex-McKinsey, Deloitte & BCG Management Consultants. Hiring top-tier Consultants for a management consulting project would cost you $300k+. A lot more expensive than purchasing our Toolkits. Impress your stakeholders and become your organization’s subject matter expert with world-class approaches to resolve common business problems.
What our clients say about our Toolkits Review imported from Facebooks, Amazon and Klaviyo 3 See more reviews >
Our team of ex-McKinsey, Deloitte & BCG Consultants created 10 Business & Consulting Toolkits 1.Corporate & Business Strategy Toolkit 2.Management Consulting Toolkit 3.Change Management Toolkit 4.Project Management Toolkit 5.Sales, Marketing & Communication Toolkit 6.Finance and Mergers & Acquisitions Toolkit 7.Digital Transformation Toolkit 8.Operations & Supply Chain Toolkit 9.Leadership Skills Toolkit 10.Legal Toolkit Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website 4
Each Business & Consulting Toolkit includes: 5 Toolkits Tools Templates Step-by-step Tutorials Real-life Examples Best Practices Support from Tier-1 Management Consultants Frameworks
Let’s zoom on the Corporate & Business Strategy Toolkit 1.Corporate & Business Strategy Toolkit 2.Management Consulting Toolkit 3.Change Management Toolkit 4.Project Management Toolkit 5.Sales, Marketing & Communication Toolkit 6.Finance and Mergers & Acquisitions Toolkit 7.Digital Transformation Toolkit 8.Operations & Supply Chain Toolkit 9.Leadership Skills Toolkit 10.Legal Toolkit 6 Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website
The Corporate & Business Strategy Toolkit includes frameworks, tools, templates, tutorials, real-life examples and best practices to help you: 7 • Easily define and execute your corporate and business strategy • Create a robust strategic plan describing where the company should go, and how to get there • Conduct a strategic planning project to define your mission, vision, strategic objectives and key initiatives • Identify the key drivers of your profit to easily explain your profit growth or profit decline, and act accordingly • Decide if you should enter a new market (e.g., European market, Chinese market) • Decide if you should introduce a new product • Decide if your organization should acquire a new company • Create a robust business plan to raise capital for a new venture • Build a strong business case and financial model to get your project approved by the executive committee • Estimate your project financials: revenue, cost savings, cash flow, net present value (NPV), ROI, IRR, payback period, WACC, etc. • Conduct a commercial due diligence (CDD) • Carry out a market & competitor analysis that includes many tools such as PESTLE, Porter’s Five Forces and SWOT • Define your pricing strategy • Identify your strategic options and their respective risk with the Ansoff Growth Matrix and the Porter’s Generic Corporate Strategies Matrix • Translate your strategy into strategic objectives, key performance indicators and targets to be reached with a Balanced Scorecard • Increase your know-how with the top 22 strategy tools commonly used by Fortune 100 and Global Consulting firms: Business Roadmap, Blue Ocean Strategy, Entry/Exit Barriers, Experience Curve, Fishbone Diagram, Five Whys, Initiative Prioritization Matrix, Issue Tree, Maturity Model, McKinsey Seven-S, Product Life Cycle, Strategy Map, Value Chain Analysis, Value Driver Tree, etc.
The Corporate & Business Strategy Toolkit includes frameworks, tools, templates, tutorials, real-life examples and best practices to help you: 8 • Easily define and execute your corporate and business strategy • Create a robust strategic plan describing where the company should go, and how to get there • Conduct a strategic planning project to define your mission, vision, strategic objectives and key initiatives • Identify the key drivers of your profit to easily explain your profit growth or profit decline, and act accordingly • Decide if you should enter a new market (e.g., European market, Chinese market) • Decide if you should introduce a new product • Decide if your organization should acquire a new company • Create a robust business plan to raise capital for a new venture • Build a strong business case and financial model to get your project approved by the executive committee • Estimate your project financials: revenue, cost savings, cash flow, net present value (NPV), ROI, IRR, payback period, WACC, etc. • Conduct a commercial due diligence (CDD) • Carry out a market & competitor analysis that includes many tools such as PESTLE, Porter’s Five Forces and SWOT • Define your pricing strategy • Identify your strategic options and their respective risk with the Ansoff Growth Matrix and the Porter’s Generic Corporate Strategies Matrix • Translate your strategy into strategic objectives, key performance indicators and targets to be reached with a Balanced Scorecard • Increase your know-how with the top 22 strategy tools commonly used by Fortune 100 and Global Consulting firms: Business Roadmap, Blue Ocean Strategy, Entry/Exit Barriers, Experience Curve, Fishbone Diagram, Five Whys, Initiative Prioritization Matrix, Issue Tree, Maturity Model, McKinsey Seven-S, Product Life Cycle, Strategy Map, Value Chain Analysis, Value Driver Tree, etc.
Strategic Plan Insert Company Name CEO: insert your own text Chief Strategy Officer: insert your own text Date: insert your own text Version: insert your own text Contact Email: insert your own text Insert your own logo Part of the Corporate & Business Strategy Toolkit
Executive Summary (1/3) Strategy Map Financial Perspectives Customer Internal Process Learning & Growth Strategic Objectives I1 - Insert your own text I2 - Insert your own text I3 - Insert your own text I4 - Insert your own text L1 - Insert your own text L2 - Insert your own text L3 - Insert your own text L4 - Insert your own text C1 - Insert your own text C2 - Insert your own text C3 - Insert your own text C4 - Insert your own text F1 - Insert your own text F2 - Insert your own text F3 - Insert your own text F4 - Insert your own text Mission: Insert your Mission statement Vision: Insert your Vision statement The best practice is to have between 1 and 3 slides for the Executive Summary. Usually, the Strategy Map, the Balance Scorecard and the Business Roadmap represent a good summary of the Strategic Plan 10 Part of the Corporate & Business Strategy Toolkit
Mission Statement It is the company’s reason for existence or purpose. It describes the overarching intent of the organization. It is usually defined during a workshop with the top management. It should provide focus, direction and help guide decision making and actions. It should be one easy to understand sentence and, if required, a more details description below the main sentence. Vision Statement It describes the organization desired or intended state at some point in the near or distant future. It describes the overarching aim of the organization as it progresses into the future. Like the Mission Statement, it is usually defined during a workshop with the top management. It should provide focus, direction and help guide decision making and actions. It should be one easy to understand sentence and, if required, a more details description below the main sentence. Mission & Vision Statement Description 11 Part of the Corporate & Business Strategy Toolkit
Strategy Map A Strategy map includes 4 perspectives 12 Financial Perspectives Customer Internal Process Learning & Growth Presents the strategic objectives driving financial performance Presents the strategic objectives related to the value proposition of the company Presents the strategic objectives related to the internal capabilities of the company Presents the strategic objectives related to the intangible assets required to drive performance Part of the Corporate & Business Strategy Toolkit
Strategy Map Example of a Strategy Map Financial Perspective Strategic objectives 13 Increase revenue Increase profit Increase number of customers Increase revenue per customer Decrease Cost Decrease fixed cost Decrease variable cost Significantly behind target Slightly behind target Meeting target or above target Buy the Strategic Plan Template to unlock content Visit Website Part of the Corporate & Business Strategy Toolkit
Balanced Scorecard Description C1 Insert your own text C2 Insert your own text C3 Insert your own text I1 Insert your own text I2 Insert your own text I3 Insert your own text L1 Insert your own text L2 Insert your own text L3 Insert your own text F1 Increase earnings per share F2 Increase revenue per customer F3 Reduce cost per customer Strategic Objectives Financial To satisfy our shareholders, what financial objectives must we accomplish? Perspective Customer To achieve our financial objectives, what customer needs must we serve? Internal processes To satisfy our customers and shareholders, in which internal business processes must we excel?” Learning & Growth To achieve our “Financial”, “Customer” and “Internal Processes” strategic objectives, what does the organization need to learn? Each perspective has specific Strategic Objectives, Key Performance Indicators & Targets Buy the Strategic Plan Template to unlock content Visit Website 14 Part of the Corporate & Business Strategy Toolkit
Business Roadmap Insert your own text to summarize the key message of this slide 15 Insert timeline Timeline • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name Phase 1 See in the next slides a little bit more details on the Business Roadmap and some additional templates that you may prefer to the one used in the document “Strategic Plan - Template” Buy the Strategic Plan Template to unlock content Visit Website Part of the Corporate & Business Strategy Toolkit
The Corporate & Business Strategy Toolkit includes frameworks, tools, templates, tutorials, real-life examples and best practices to help you: 16 • Easily define and execute your corporate and business strategy • Create a robust strategic plan describing where the company should go, and how to get there • Conduct a strategic planning project to define your mission, vision, strategic objectives and key initiatives • Identify the key drivers of your profit to easily explain your profit growth or profit decline, and act accordingly • Decide if you should enter a new market (e.g., European market, Chinese market) • Decide if you should introduce a new product • Decide if your organization should acquire a new company • Create a robust business plan to raise capital for a new venture • Build a strong business case and financial model to get your project approved by the executive committee • Estimate your project financials: cash flow, net present value (NPV), ROI, IRR, payback period, WACC, etc. • Conduct a commercial due diligence (CDD) • Carry out a market & competitor analysis that includes many tools such as PESTLE, Porter’s Five Forces and SWOT • Define your pricing strategy • Identify your strategic options and their respective risk with the Ansoff Growth Matrix and the Porter’s Generic Corporate Strategies Matrix • Translate your strategy into strategic objectives, key performance indicators and targets to be reached with a Balanced Scorecard • Increase your know-how with the top 22 strategy tools commonly used by Fortune 100 and Global Consulting firms: Business Roadmap, Blue Ocean Strategy, Entry/Exit Barriers, Experience Curve, Fishbone Diagram, Five Whys, Initiative Prioritization Matrix, Issue Tree, Maturity Model, McKinsey Seven-S, Product Life Cycle, Strategy Map, Value Chain Analysis, Value Driver Tree, etc.
Situation, complication and main question to answer The situation The complication The question Description Example from a Fortune 100 company You need to provide a neutral description with facts that you know your audience will agree on. Our company has been selling its products in the US for the past 10 years, with an annual profit growth above 10%. The complication is a desired change of the current situation. With a market share already above 40%, profit growth will be limited in the US. The question that implicitly results from the complication. Should we enter the European market? 17 Part of the Corporate & Business Strategy Toolkit
To solve our problem, we need to use the “Entering a new market” Framework “Profitability” problem “Entering a new market” problem “Introducing a new product” problem “M&A” problem e.g. “Why does my company’s profit have decreased by 10%?” e.g. “Should we enter the Chinese market?” e.g. “Should we introduce this new product X?” e.g. “Should we acquire the company Y?” 18 Part of the Corporate & Business Strategy Toolkit
The “Entering a new market” Framework includes 3 components Desirability Profitability Feasibility 19 Part of the Corporate & Business Strategy Toolkit
Each component has an underlying question that we will have to answer to identify if it is a good strategic initiative to enter this new market What is the potential demand for our Product in this new Market? What is the feasibility to enter this new Market? Desirability Profitability Feasibility What will be the profitability of this strategic initiative? 20 Part of the Corporate & Business Strategy Toolkit
If the answer is “high” or “very high” to the 3 questions, then it means that entering the European market is a good strategic initiative Sweet spot Desirability Profitability Feasibility What is the potential demand for our Product in this new Market? What is the feasibility to enter this new Market? What will be the profitability of this strategic initiative? 21 Part of the Corporate & Business Strategy Toolkit
Desirability What is the potential demand for our Product in this new Market? Product Customers Competition Market size Describe the key product(s) we would like to sell? Is it a commodity or a differentiated product? What are its Key benefits? Any potential substitute product? Are we answering a customer need or are we creating a new customer need? Who are our potential customers? How many are they? Is the customer demand expected to increase or decrease in the future? How much the customer will be willing to pay for our product? How many products will the customer be buying per year? Who will be our main competitors? What is the revenue, profit, unique selling proposition and strategy of each one of them? How intense is the competition in this market? Do they have key capabilities that we don’t have or vice versa? What’s their pricing position? The total market size is: The number of customers multiplied by the number of products purchased every year per customer multiplied by the Product price. Checking the annual report of our competitors may help us calculate this number. How much of this market do we think we can get? Why do we think so? Do we have a strong enough unique selling proposition (USP)? Very Low Low Medium High Very High Caption: Very High 22 Part of the Corporate & Business Strategy Toolkit
The Corporate & Business Strategy Toolkit includes frameworks, tools, templates, tutorials, real-life examples and best practices to help you: 23 • Easily define and execute your corporate and business strategy • Create a robust strategic plan describing where the company should go, and how to get there • Conduct a strategic planning project to define your mission, vision, strategic objectives and key initiatives • Identify the key drivers of your profit to easily explain your profit growth or profit decline, and act accordingly • Decide if you should enter a new market (e.g., European market, Chinese market) • Decide if you should introduce a new product • Decide if your organization should acquire a new company • Create a robust business plan to raise capital for a new venture • Build a strong business case and financial model to get your project approved by the executive committee • Estimate your project financials: cash flow, net present value (NPV), ROI, IRR, payback period, WACC, etc. • Conduct a commercial due diligence (CDD) • Carry out a market & competitor analysis that includes many tools such as PESTLE, Porter’s Five Forces and SWOT • Define your pricing strategy • Identify your strategic options and their respective risk with the Ansoff Growth Matrix and the Porter’s Generic Corporate Strategies Matrix • Translate your strategy into strategic objectives, key performance indicators and targets to be reached with a Balanced Scorecard • Increase your know-how with the top 22 strategy tools commonly used by Fortune 100 and Global Consulting firms: Business Roadmap, Blue Ocean Strategy, Entry/Exit Barriers, Experience Curve, Fishbone Diagram, Five Whys, Initiative Prioritization Matrix, Issue Tree, Maturity Model, McKinsey Seven-S, Product Life Cycle, Strategy Map, Value Chain Analysis, Value Driver Tree, etc.
An effective business plan needs to answer the following top 10 questions: 24 What is your current situation? What is your Vision? How will you reach your Vision? What do you offer? How big is the market you are entering? Who are the key players? How will you differentiate yourself? What will be your marketing plan? What are the economics of your business? What is the capital requirement to get your business started? Effective Business Plan Part of the Corporate & Business Strategy Toolkit
Competitor Comparison (1/2) Replace this text by the main takeaway of this slide. 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 the most relevant criteria. This will depend on your industry and what you want to emphasize 25 Part of the Corporate & Business Strategy Toolkit
PESTLE Analysis Replace this text by the main takeaway of this slide. PESTLE S E L Legal • Replace the text by your own text • Replace the text by your own text • Replace the text by your own text • Replace the text by your own text Environmental • Replace the text by your own text • Replace the text by your own text • Replace the text by your own text • Replace the text by your own text P E T Technological • Replace the text by your own text • Replace the text by your own text • Replace the text by your own text • Replace the text by your own text Political • Replace the text by your own text • Replace the text by your own text • Replace the text by your own text • Replace the text by your own text Economical • Replace the text by your own text • Replace the text by your own text • Replace the text by your own text • Replace the text by your own text Social • Replace the text by your own text • Replace the text by your own text • Replace the text by your own text • Replace the text by your own text See in the next slides a little bit more details on the PESTLE tool and some additional templates that you may prefer to the one used in the document “Business Plan - Template” 26 Part of the Corporate & Business Strategy Toolkit
Products & Services Replace this text by your own text. Provide the key takeaway of this PowerPoint slide Product name Key Customer Benefits Key Features Unique Selling Proposition (USP) Insert the name of your product or service Insert your own text Insert your own text Insert your own text Insert the name of your product or service Insert your own text Insert your own text Insert your own text Insert the name of your product or service Insert your own text Insert your own text Insert your own text Check the next slide for more instructions regarding this slide 27 Part of the Corporate & Business Strategy Toolkit
Products & Services Replace this text by your own text. Provide the key takeaway of this PowerPoint slide Product name Key Customer Benefits Key Features Unique Selling Proposition (USP) Insert the name of your product or service A Product Benefit is what the user gets from the product rather than its physical characteristics or features Features mean the characteristics by which products are identified and differentiated. It usually comprises shapes, colors, functions and uses It defines your company’s unique position in the marketplace. It is an often overlooked but very important element of creating a business that customers love. A strong unique selling proposition allows you to stand apart from competitors and actively focus your energy on creating things that cater to your ideal group of customers 28 Part of the Corporate & Business Strategy Toolkit
Market Profitability Replace this text by the main takeaway of this slide. Low Average High Caption: 29 Buy the Business Plan Template to unlock content Visit Website Part of the Corporate & Business Strategy Toolkit
The Corporate & Business Strategy Toolkit includes frameworks, tools, templates, tutorials, real-life examples and best practices to help you: 30 • Easily define and execute your corporate and business strategy • Create a robust strategic plan describing where the company should go, and how to get there • Conduct a strategic planning project to define your mission, vision, strategic objectives and key initiatives • Identify the key drivers of your profit to easily explain your profit growth or profit decline, and act accordingly • Decide if you should enter a new market (e.g., European market, Chinese market) • Decide if you should introduce a new product • Decide if your organization should acquire a new company • Create a robust business plan to raise capital for a new venture • Build a strong business case and financial model to get your project approved by the executive committee • Estimate your project financials: cash flow, net present value (NPV), ROI, IRR, payback period, WACC, etc. • Conduct a commercial due diligence (CDD) • Carry out a market & competitor analysis that includes many tools such as PESTLE, Porter’s Five Forces and SWOT • Define your pricing strategy • Identify your strategic options and their respective risk with the Ansoff Growth Matrix and the Porter’s Generic Corporate Strategies Matrix • Translate your strategy into strategic objectives, key performance indicators and targets to be reached with a Balanced Scorecard • Increase your know-how with the top 22 strategy tools commonly used by Fortune 100 and Global Consulting firms: Business Roadmap, Blue Ocean Strategy, Entry/Exit Barriers, Experience Curve, Fishbone Diagram, Five Whys, Initiative Prioritization Matrix, Issue Tree, Maturity Model, McKinsey Seven-S, Product Life Cycle, Strategy Map, Value Chain Analysis, Value Driver Tree, etc.
Ineffective pricing management will cause many issues 31 Source: Kiewell and Roegner • Increased service costs • Increased price administration costs • Increased receivables write-offs • Wide price bands • Inaccurate quotations from field sales • Slow response to RFPs • Declining margins • Little correlation between volume and price • Product profitability lack of visibility • Lost market share • Excess / obsolete inventory • Low volume for new products Part of the Corporate & Business Strategy Toolkit
Create a simple Pricing maturity model Example of a Pricing maturity model 1 Level 2 3 4 Percentage of Companies 20% 70% 10% <1% Description Basic Standard Advanced Leading • Cost-plus or margin-based pricing • No pricing market analysis • No pricing competitive analysis • Barely any pricing data • No resources exclusively allocated to pricing management • No forward-thinking pricing strategy • Prices respond to key market factors or inventory-driven lifecycle • Limited pricing market analysis • Limited pricing competitive analysis • Limited pricing data • A small dedicated team allocated to pricing management • Limited forward-thinking pricing strategy 32 Buy our product on Pricing Strategy to unlock content Visit Website
Let’s now zoom on the Management Consulting Toolkit 1.Corporate & Business Strategy Toolkit 2.Management Consulting Toolkit 3.Change Management Toolkit 4.Project Management Toolkit 5.Sales, Marketing & Communication Toolkit 6.Finance and Mergers & Acquisitions Toolkit 7.Digital Transformation Toolkit 8.Operations & Supply Chain Toolkit 9.Leadership Skills Toolkit 10.Legal Toolkit 33 Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website
The Management Consulting Toolkit includes frameworks, tools, templates, tutorials, real-life examples and best practices to help you: 34 • Build a convincing consulting proposal • Write a business consultant agreement • Identify the key drivers of the organization’s profit to easily explain profit growth or profit decline, and act accordingly • Decide if you should enter a new market (e.g., European market, Chinese market) • Decide if you should introduce a new product • Decide if your organization should acquire a new company • Gather qualitative and quantitative data in a structured way via interview, focus group and survey • Structure your presentations and recommendations like a tier-1 management consultant • Create a robust strategic plan describing where the company should go, and how to get there • Conduct a strategic planning project to define your mission, vision, strategic objectives and key initiatives • Build a strong business case and financial model to get your project approved by the executive committee • Estimate your project financials: revenue, cost savings, cash flow, net present value (NPV), ROI, IRR, payback period, WACC, etc. • Conduct a comprehensive financial analysis • Prioritize a company’s potential initiatives based on impact and effort • Define the maturity of a company on a specific area with a visual maturity model • Identify your strategic options and their respective risk with the Ansoff Growth Matrix and the Porter’s Generic Corporate Strategies Matrix • Increase your know-how with the top 40 management consulting tools commonly used by Fortune 100 and Global Consulting firms: Business Roadmap, Blue Ocean Strategy, Entry/Exit Barriers, Experience Curve, Fishbone Diagram, Five Whys, Initiative Prioritization Matrix, Issue Tree, McKinsey Seven-S, Risk Assessment Matrix, Product Life Cycle, Strategy Map, Value Chain Analysis, Value Driver Tree, etc.
The Management Consulting Toolkit includes frameworks, tools, templates, tutorials, real-life examples and best practices to help you: 35 • Build a convincing consulting proposal • Write a business consultant agreement • Identify the key drivers of the organization’s profit to easily explain profit growth or profit decline, and act accordingly • Decide if you should enter a new market (e.g., European market, Chinese market) • Decide if you should introduce a new product • Decide if your organization should acquire a new company • Gather qualitative and quantitative data in a structured way via interview, focus group and survey • Structure your presentations and recommendations like a tier-1 management consultant • Create a robust strategic plan describing where the company should go, and how to get there • Conduct a strategic planning project to define your mission, vision, strategic objectives and key initiatives • Build a strong business case and financial model to get your project approved by the executive committee • Estimate your project financials: revenue, cost savings, cash flow, net present value (NPV), ROI, IRR, payback period, WACC, etc. • Conduct a comprehensive financial analysis • Prioritize a company’s potential initiatives based on impact and effort • Define the maturity of a company on a specific area with a visual maturity model • Identify your strategic options and their respective risk with the Ansoff Growth Matrix and the Porter’s Generic Corporate Strategies Matrix • Increase your know-how with the top 40 management consulting tools commonly used by Fortune 100 and Global Consulting firms: Business Roadmap, Blue Ocean Strategy, Entry/Exit Barriers, Experience Curve, Fishbone Diagram, Five Whys, Initiative Prioritization Matrix, Issue Tree, McKinsey Seven-S, Risk Assessment Matrix, Product Life Cycle, Strategy Map, Value Chain Analysis, Value Driver Tree, etc.
Create a pyramid with your answer and supporting arguments - Example 36 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%? Part of the Management Consulting Toolkit
The Management Consulting Toolkit includes frameworks, tools, templates, tutorials, real-life examples and best practices to help you: 37 • Build a convincing consulting proposal • Write a business consultant agreement • Identify the key drivers of the organization’s profit to easily explain profit growth or profit decline, and act accordingly • Decide if you should enter a new market (e.g., European market, Chinese market) • Decide if you should introduce a new product • Decide if your organization should acquire a new company • Gather qualitative and quantitative data in a structured way via interview, focus group and survey • Structure your presentations and recommendations like a tier-1 management consultant • Create a robust strategic plan describing where the company should go, and how to get there • Conduct a strategic planning project to define your mission, vision, strategic objectives and key initiatives • Build a strong business case and financial model to get your project approved by the executive committee • Estimate your project financials: revenue, cost savings, cash flow, net present value (NPV), ROI, IRR, payback period, WACC, etc. • Conduct a comprehensive financial analysis • Prioritize a company’s potential initiatives based on impact and effort • Define the maturity of a company on a specific area with a visual maturity model • Identify your strategic options and their respective risk with the Ansoff Growth Matrix and the Porter’s Generic Corporate Strategies Matrix • Increase your know-how with the top 40 management consulting tools commonly used by Fortune 100 and Global Consulting firms: Business Roadmap, Blue Ocean Strategy, Entry/Exit Barriers, Experience Curve, Fishbone Diagram, Five Whys, Initiative Prioritization Matrix, Issue Tree, McKinsey Seven-S, Risk Assessment Matrix, Product Life Cycle, Strategy Map, Value Chain Analysis, Value Driver Tree, etc.
Business Case Insert Project Name Author: insert your own text Project Sponsor: insert your own text Project Manager: insert your own text Change Manager: insert your own text Date: insert your own text Version No: insert your own text Status: E.g. 1.0 for final / 0.1 for drafts Insert your own logo Part of the Management Consulting Toolkit
Document Purpose 39 The purpose of this document is to provide enough information on the potential project “insert project name” to decide whether or not to invest in it. This document will provide an overview of the following: • Business Opportunity & Suggested Solution • Project Objectives, Scope & Approach • Project Deliverables & Business Outcomes • Strategic Alignment • Dependencies & Constraints • Risk Assessment & Mitigation • Change Impact Assessment • Project Costs • Benefits • Net Present Value • Key Success Factors & KPIs Most of companies have either a very complex Business Case Template that nobody uses, or a Business Case Template which is not good enough to make robust decisions on whether or not to invest. Following the requests of many of our clients, we decided to solve this problem by creating a Business Case Template which is both comprehensive and simple to use. Part of the Management Consulting Toolkit
Document Audience 40 Name Role Required / Optional John Doe Project Sponsor Required Insert Name Insert role Insert Required or Optional Insert Name Insert role Insert Required or Optional Insert Name Insert role Insert Required or Optional Insert Name Insert role Insert Required or Optional Insert Name Insert role Insert Required or Optional Insert Name Insert role Insert Required or Optional Part of the Management Consulting Toolkit
Table of Contents 1. Executive Summary 2. Business Opportunity & Suggested Solution 3. Project Objectives, Scope & Approach 4. Project Deliverables & Business Outcomes 5. Strategic Alignment 6. Dependencies & Constraints 7. Risk Assessment & Mitigation 8. Change Impact Assessment 9. Project Costs 10. Benefits 11. Net Present Value 12. Key Success Factors & KPIs 13. Exhibits 41 Part of the Management Consulting Toolkit
Table of Contents 1. Executive Summary 2. Business Opportunity & Suggested Solution 3. Project Objectives, Scope & Approach 4. Project Deliverables & Business Outcomes 5. Strategic Alignment 6. Dependencies & Constraints 7. Risk Assessment & Mitigation 8. Change Impact Assessment 9. Project Costs 10. Benefits 11. Net Present Value 12. Key Success Factors & KPIs 13. Exhibits 42 Part of the Management Consulting Toolkit
Change Impact High Impact Net Present Value $8M Number of Resources 12 Change Manager John Doe Cash Flow (US $ millions) Project Sponsor John Doe Intangible Benefits Insert your own text Project Costs $4M Tangible Benefits $14M Project Manager John Doe Strategic Alignment Insert the Strategic Objectives that the project is aligned with Lean Business Case Project name: Project description: 43 (5.1) 1.8 4.6 6.9 9.9 Year 1 Year 2 Year 3 Year 4 Year 5 This Lean Business Case is very important, as your CEO and Senior executives may not have time to deep dive into more details. It is the first section of the Business Case, but it is often done at the end. Part of the Management Consulting Toolkit
The Management Consulting Toolkit includes frameworks, tools, templates, tutorials, real-life examples and best practices to help you: 44 • Build a convincing consulting proposal • Write a business consultant agreement • Identify the key drivers of the organization’s profit to easily explain profit growth or profit decline, and act accordingly • Decide if you should enter a new market (e.g., European market, Chinese market) • Decide if you should introduce a new product • Decide if your organization should acquire a new company • Gather qualitative and quantitative data in a structured way via interview, focus group and survey • Structure your presentations and recommendations like a tier-1 management consultant • Create a robust strategic plan describing where the company should go, and how to get there • Conduct a strategic planning project to define your mission, vision, strategic objectives and key initiatives • Build a strong business case and financial model to get your project approved by the executive committee • Estimate your project financials: revenue, cost savings, cash flow, net present value (NPV), ROI, IRR, payback period, WACC, etc. • Conduct a comprehensive financial analysis • Prioritize a company’s potential initiatives based on impact and effort • Define the maturity of a company on a specific area with a visual maturity model • Identify your strategic options and their respective risk with the Ansoff Growth Matrix and the Porter’s Generic Corporate Strategies Matrix • Increase your know-how with the top 40 management consulting tools commonly used by Fortune 100 and Global Consulting firms: Business Roadmap, Blue Ocean Strategy, Entry/Exit Barriers, Experience Curve, Fishbone Diagram, Five Whys, Initiative Prioritization Matrix, Issue Tree, McKinsey Seven-S, Risk Assessment Matrix, Product Life Cycle, Strategy Map, Value Chain Analysis, Value Driver Tree, etc.
Ansoff Growth Matrix Purpose 45 The Ansoff Growth Matrix, also called Product/Market Growth Matrix, will help you outline the different strategies a company can use in order to increase market share or introduce a new product Part of the Management Consulting Toolkit
Ansoff Growth Matrix Description 46 The Ansoff Matrix was developed by H. Igor Ansoff and first published in the Harvard Business Review in 1957, in an article titled "Strategies for Diversification." It has given generations of marketers and business leaders a quick and simple way to think about the risks of growth. Sometimes called the Product/Market Expansion Grid, the Matrix shows four strategies you can use to grow. It also helps you analyze the risks associated with each one. The idea is that each time you move into a new quadrant (horizontally or vertically), risk increases. Part of the Management Consulting Toolkit
Ansoff Growth Matrix Description 47 The Ansoff Growth matrix assists top executives to consider 4 key strategic options and their respective risk Market Development Strategy Diversification Strategy Product Development Strategy Market Penetration Strategy Current New New Current Market Develop new markets for current products Develop new products in new markets Gain more market share with your current products, in your current markets Develop new products in your existing markets Products Part of the Management Consulting Toolkit
Ansoff Growth Matrix Description 48 The Ansoff Growth matrix assists top executives to consider 4 key strategic options and their respective risk Market Development Strategy Diversification Strategy Product Development Strategy Market Penetration Strategy Current New New Current Market With Market Development, you're putting an existing product into an entirely new market. You can do this by finding a new use for the product, or by adding new features or benefits to it. Diversification is the riskiest of the four options, because you're introducing a new, unproven product into an entirely new market that you may not fully understand. Market Penetration is the safest of the four options. Here, you focus on expanding sales of your existing product in your existing market: you know the product works, and the market holds few surprises for you. Product Development is slightly more risky than Market Penetration, because you're introducing a new product into your existing market. Caption: Less risky More risky Products Part of the Management Consulting Toolkit
Ansoff Growth Matrix Template 49 Insert your own title Market Development Strategy Diversification Strategy Product Development Strategy Market Penetration Strategy Current New New Current Market Use a different color for the strategic option you recommend the company to choose Products Recommendation Caption: Part of the Management Consulting Toolkit
Let’s now zoom on the Change Management Toolkit 1.Corporate & Business Strategy Toolkit 2.Management Consulting Toolkit 3.Change Management Toolkit 4.Project Management Toolkit 5.Sales, Marketing & Communication Toolkit 6.Finance and Mergers & Acquisitions Toolkit 7.Digital Transformation Toolkit 8.Operations & Supply Chain Toolkit 9.Leadership Skills Toolkit 10.Legal Toolkit 50 Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website
The Change Management Toolkit includes frameworks, tools, templates, tutorials, real-life examples and best practices to help you: 51 • Define and implement your change management strategy & plan • Define and implement your communication strategy & plan • Define and implement your sponsorship plan, coaching plan, and training plan • Define and implement your resistance management plan • Support individuals moving through change and improve organizational outcomes • Identify how each employee will be impacted by the change happening within the organization with our Audience Identification Matrix • Provide a succinct overview of a specific Change with our Change Lean Canvas • Understand the stages of personal transition with the Change Personal Transition Curve • Define what will be impacted by a change initiative (e.g. System, process, structure,…), and who will be impacted • Assess the impact of multiple changes within your companies with our Change Impact Assessment • Get a clear understanding of the 4 stages of team development • Prioritize initiatives based on impact and value with our Initiative Prioritization Matrix • Identify and mitigate your project risks and corporate risks with our Risk Register and Risk Assessment Matrix • Identify and resolve your project issues and corporate issues with our Issue Register • Understand the needs of your audience with the Maslow Hierarchy of Human Needs • Ensure that all parts of your organization are aligned and work in harmony with the McKinsey 7-S Framework • Increase your know-how with the top 32 change management tools commonly used by Fortune 100 and Global Consulting firms: ADKAR Model, Business Roadmap, Change Lean Canvas, Change Commitment Curve, Change Impact Assessment Matrix, Channel Matrix, Heart & Mind Human Drivers, Innovation Adoption Curve, Maturity Model, Mission & Vision Statement, Prosci 3-Phase Process, Team Charter, etc.
The Change Management Toolkit includes frameworks, tools, templates, tutorials, real-life examples and best practices to help you: 52 • Define and implement your change management strategy & plan • Define and implement your communication strategy & plan • Define and implement your sponsorship plan, coaching plan, and training plan • Define and implement your resistance management plan • Support individuals moving through change and improve organizational outcomes • Identify how each employee will be impacted by the change happening within the organization with our Audience Identification Matrix • Provide a succinct overview of a specific Change with our Change Lean Canvas • Understand the stages of personal transition with the Change Personal Transition Curve • Define what will be impacted by a change initiative (e.g. System, process, structure,…), and who will be impacted • Assess the impact of multiple changes within your companies with our Change Impact Assessment • Get a clear understanding of the 4 stages of team development • Prioritize initiatives based on impact and value with our Initiative Prioritization Matrix • Identify and mitigate your project risks and corporate risks with our Risk Register and Risk Assessment Matrix • Identify and resolve your project issues and corporate issues with our Issue Register • Understand the needs of your audience with the Maslow Hierarchy of Human Needs • Ensure that all parts of your organization are aligned and work in harmony with the McKinsey 7-S Framework • Increase your know-how with the top 32 change management tools commonly used by Fortune 100 and Global Consulting firms: ADKAR Model, Business Roadmap, Change Lean Canvas, Change Commitment Curve, Change Impact Assessment Matrix, Channel Matrix, Heart & Mind Human Drivers, Innovation Adoption Curve, Maturity Model, Mission & Vision Statement, Prosci 3-Phase Process, Team Charter, etc.
Change Management Strategy & Plan Company: insert company name CEO: insert your own text Senior Change Manager: insert your own text Date: insert your own text Version: insert your own text Contact Email: insert your own text Insert your own logo Part of the Change Management Toolkit
Table of Contents 1. Executive Summary 2. Understand the Company’s Strategy 3. Understand the Change required to implement the Strategy 4. Define your Change Management Strategy 5. Identify the Impact of the Change 6. Develop a Change Management Plan 7. Implement, Track & Manage Progress 8. Reinforce the Change 9. Exhibits 54 Part of the Change Management Toolkit
Table of Contents 1. Executive Summary 2. Understand the Company’s Strategy 3. Understand the Change required to implement the Strategy 4. Define your Change Management Strategy 5. Identify the Impact of the Change 6. Develop a Change Management Plan 7. Implement, Track & Manage Progress 8. Reinforce the Change 9. Exhibits 55 Part of the Change Management Toolkit
Executive Summary Change Impact Assessment Matrix 56 Caption: Low Impact Moderate Impact Medium Impact High Impact Extreme Impact Complexity of the Change Size of the Change 1 team impacted Extreme 1 Division 1 Business Unit Medium •Insert name of the Change Moderate Low Extreme •Insert name of the Change •Insert name of the Change •Insert name of the Change High •Insert name of the Change •Insert name of the Change •Insert name of the Change Half of the Company The Executive Summary is a very important section, especially when you present during an executive committee, where you will probably not have time to go through all the slides Part of the Change Management Toolkit
Let’s now zoom on the Project Management Toolkit 1.Corporate & Business Strategy Toolkit 2.Management Consulting Toolkit 3.Change Management Toolkit 4.Project Management Toolkit 5.Sales, Marketing & Communication Toolkit 6.Finance and Mergers & Acquisitions Toolkit 7.Digital Transformation Toolkit 8.Operations & Supply Chain Toolkit 9.Leadership Skills Toolkit 10.Legal Toolkit 57 Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website
The Project Management Toolkit includes frameworks, tools, templates, tutorials, real-life examples and best practices to help you: 58 • Get a clear understanding of the project management overall approach commonly used by Fortune 100 and Global Consulting firms • Build a strong business case and financial model to get your project approved by the executive committee • Estimate your project financials: revenue, cost savings, cash flow, net present value (NPV), ROI, IRR, payback period, WACC, etc. • Prioritize initiatives based on impact and value with our Initiative Prioritization Matrix • Initiate your project with a world class project charter, RACI Matrix and Stakeholder Matrix • Plan with our High-Level Project Plan and Detailed Project Plan • Implement your project with our Risk Register, Issue Register, Project Dashboards and parking Lot • Close your project with a Punch List and Post Project Evaluation Report • Define and implement your change management strategy & plan • Define and implement your communication strategy & plan • Define and implement your sponsorship plan, coaching plan, training plan and resistance management plan • Identify and mitigate your project risks with our Risk Register and Risk Assessment Matrix • Identify and resolve your project issues with our Issue Register • Increase your know-how with the top 36 project management tools commonly used by Fortune 100 and Global Consulting firms: Business Roadmap, Change Lean Canvas, Change Commitment Curve, Change Impact Assessment Matrix, Channel Matrix, Heart & Mind Human Drivers, Innovation Adoption Curve, Maturity Model, Mission & Vision Statement, Team Charter, etc.
The Project Management Toolkit includes frameworks, tools, templates, tutorials, real-life examples and best practices to help you: 59 • Get a clear understanding of the project management overall approach commonly used by Fortune 100 and Global Consulting firms • Build a strong business case and financial model to get your project approved by the executive committee • Estimate your project financials: revenue, cost savings, cash flow, net present value (NPV), ROI, IRR, payback period, WACC, etc. • Prioritize initiatives based on impact and value with our Initiative Prioritization Matrix • Initiate your project with a world class project charter, RACI Matrix and Stakeholder Matrix • Plan with our High-Level Project Plan and Detailed Project Plan • Implement your project with our Risk Register, Issue Register, Project Dashboards and parking Lot • Close your project with a Punch List and Post Project Evaluation Report • Define and implement your change management strategy & plan • Define and implement your communication strategy & plan • Define and implement your sponsorship plan, coaching plan, training plan and resistance management plan • Identify and mitigate your project risks with our Risk Register and Risk Assessment Matrix • Identify and resolve your project issues with our Issue Register • Increase your know-how with the top 36 project management tools commonly used by Fortune 100 and Global Consulting firms: Business Roadmap, Change Lean Canvas, Change Commitment Curve, Change Impact Assessment Matrix, Channel Matrix, Heart & Mind Human Drivers, Innovation Adoption Curve, Maturity Model, Mission & Vision Statement, Team Charter, etc.
Initiative Prioritization Matrix Purpose 60 The Initiative Prioritization Matrix will help you prioritize all your potential initiatives based on the following 2 criteria: Impact Effort An initiative with a high impact would mean one of the followings: • The initiative needs to happen in order to achieve the desired future state • The initiative will significantly reduce our cost or increase our revenue The “Effort” criteria is assessed based on the followings: • Ease of implementation • Time frame required • Resources required (Number of people, capital investment, etc.) Part of the Project Management Toolkit
Initiative Prioritization Matrix Description 61 The focus should be on the initiatives that have a high impact and require a low effort Impact Effort Prioritization matrix Low High Low High Longer term initiatives (actively work to reduce required effort) Initiatives to be prioritized Unattractive initiatives (do not pursue) Low value initiatives (pursue opportunistically) Part of the Project Management Toolkit
Initiative Prioritization Matrix Description 62 See below the 4 steps to follow to easily prioritize your list of potential initiatives Assess the impact & effort level associated with each initiative 2 Position each initiative on the matrix 3 Mainly focus on the initiatives located in the top right of the matrix 4 List all your potential initiatives 1 Part of the Project Management Toolkit
Initiative Prioritization Matrix Step 1: List all your potential initiatives 63 Initiative name Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Part of the Project Management Toolkit
Initiative Prioritization Matrix Step 2: Assess the impact & effort level associated with each initiative 64 Initiative name Impact Effort Insert the name of the potential initiative Very high Very high Insert the name of the potential initiative High High Insert the name of the potential initiative Low Low Insert the name of the potential initiative Very low Very low Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Part of the Project Management Toolkit
Initiative Prioritization Matrix Step 3: Position each initiative on the matrix 65 Impact Effort Low High Low High 1.Insert the name of your initiative 2.Insert the name of your initiative 3.Insert the name of your initiative 4.Insert the name of your initiative 5.Insert the name of your initiative 1.Insert the name of your initiative 2.Insert the name of your initiative 3.Insert the name of your initiative 4.Insert the name of your initiative 5.Insert the name of your initiative 1.Insert the name of your initiative 2.Insert the name of your initiative 3.Insert the name of your initiative 4.Insert the name of your initiative 5.Insert the name of your initiative 1.Insert the name of your initiative 2.Insert the name of your initiative 3.Insert the name of your initiative 4.Insert the name of your initiative 5.Insert the name of your initiative Initiative Prioritization Matrix Part of the Project Management Toolkit
Initiative Prioritization Matrix Step 4: Mainly focus on the initiatives located in the top right of the matrix 66 Impact Effort Low High Low High Initiative Prioritization Matrix 1.Insert the name of your initiative 2.Insert the name of your initiative 3.Insert the name of your initiative 4.Insert the name of your initiative 5.Insert the name of your initiative 1.Insert the name of your initiative 2.Insert the name of your initiative 3.Insert the name of your initiative 4.Insert the name of your initiative 5.Insert the name of your initiative 1.Insert the name of your initiative 2.Insert the name of your initiative 3.Insert the name of your initiative 4.Insert the name of your initiative 5.Insert the name of your initiative 1.Insert the name of your initiative 2.Insert the name of your initiative 3.Insert the name of your initiative 4.Insert the name of your initiative 5.Insert the name of your initiative Part of the Project Management Toolkit
The Project Management Toolkit includes frameworks, tools, templates, tutorials, real-life examples and best practices to help you: 67 • Get a clear understanding of the project management overall approach commonly used by Fortune 100 and Global Consulting firms • Build a strong business case and financial model to get your project approved by the executive committee • Estimate your project financials: revenue, cost savings, cash flow, net present value (NPV), ROI, IRR, payback period, WACC, etc. • Prioritize initiatives based on impact and value with our Initiative Prioritization Matrix • Initiate your project with a world class project charter, RACI Matrix and Stakeholder Matrix • Plan with our High-Level Project Plan and Detailed Project Plan • Implement your project with our Risk Register, Issue Register, Project Dashboards and parking Lot • Close your project with a Punch List and Post Project Evaluation Report • Define and implement your change management strategy & plan • Define and implement your communication strategy & plan • Define and implement your sponsorship plan, coaching plan, training plan and resistance management plan • Identify and mitigate your project risks with our Risk Register and Risk Assessment Matrix • Identify and resolve your project issues with our Issue Register • Increase your know-how with the top 36 project management tools commonly used by Fortune 100 and Global Consulting firms: Business Roadmap, Change Lean Canvas, Change Commitment Curve, Change Impact Assessment Matrix, Channel Matrix, Heart & Mind Human Drivers, Innovation Adoption Curve, Maturity Model, Mission & Vision Statement, Team Charter, etc.
Detailed Project Plan 68 To access a sample of the Excel Template, open the Excel Document which is part of your sample Part of the Project Management Toolkit
Let’s now zoom on the Sales, Marketing & Communication Toolkit 1.Corporate & Business Strategy Toolkit 2.Management Consulting Toolkit 3.Change Management Toolkit 4.Project Management Toolkit 5.Sales, Marketing & Communication Toolkit 6.Finance and Mergers & Acquisitions Toolkit 7.Digital Transformation Toolkit 8.Operations & Supply Chain Toolkit 9.Leadership Skills Toolkit 10.Legal Toolkit 69 Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website
The Sales, Marketing & Communication Toolkit includes frameworks, tools, templates, tutorials, real-life examples and best practices to help you: 70 • Define and implement your sales strategy & plan • Define and implement your marketing strategy & plan • Define and implement your communication strategy & plan • Define and implement your pricing strategy
The Sales, Marketing & Communication Toolkit includes frameworks, tools, templates, tutorials, real-life examples and best practices to help you: 71 • Define and implement your sales strategy & plan • Define and implement your marketing strategy & plan • Define and implement your communication strategy & plan • Define and implement your pricing strategy
Sales Strategy & Plan Insert Company Name CEO: insert your own text Chief Sales Officer: insert your own text Date: insert your own text Version: insert your own text Contact Email: insert your own text Replace this logo by your own logo Part of the Sales, Marketing & Communication Toolkit
Executive Summary 73 Mission & Vision Mission: Insert your own text Vision: Insert your own text Sales Strategic Objectives Insert strategic objective #1 Insert strategic objective #2 Insert strategic objective #3 Product, Price & Promotion Product: Insert your own text Price: Insert your own text Promotion: Insert your own text Key Initiatives 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 Sales Channel Model & Strategy Sales Channel Model: Insert your own text Sales Channel Strategy: Insert your own text Budget & Headcounts Budget: Insert your own text Headcount: Insert your own text Depending on what you want to emphasize, you may decide to put different sections in the dark blue rectangle Even if this slide is the first one of the presentation, it needs to be done last Part of the Sales, Marketing & Communication Toolkit
Table of Contents 74 1.Internal Analysis 2.External Analysis 3.Sales Strategy 4.Sales Plan 5.Implemen- tation Sales Strategy & Plan Part of the Sales, Marketing & Communication Toolkit
Let’s now zoom on the Finance and Mergers & Acquisitions Toolkit 1.Corporate & Business Strategy Toolkit 2.Management Consulting Toolkit 3.Change Management Toolkit 4.Project Management Toolkit 5.Sales, Marketing & Communication Toolkit 6.Finance and Mergers & Acquisitions Toolkit 7.Digital Transformation Toolkit 8.Operations & Supply Chain Toolkit 9.Leadership Skills Toolkit 10.Legal Toolkit 75 Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website
The Finance and Mergers & Acquisitions Toolkit includes frameworks, tools, templates, tutorials, real-life examples and best practices to help you: 76 • Build a strong business case and financial model to get your project approved by the executive committee • Estimate your project financials: revenue, cost savings, cash flow, net present value (NPV), ROI, IRR, payback period, WACC, etc. • Create a robust business plan to raise capital for a new venture • Write an investor & startup term sheet • Build your 3 financial statements: Income Statement, Cash Flow Statement and Balance Sheet • Build a financial model linking your 3 financial statements • Conduct a comprehensive financial analysis • Identify the key drivers of your profit to easily explain your profit growth or profit decline, and act accordingly • Conduct a commercial due diligence (CDD) to decide whether to invest in a company in light of its future performance • Understand the fundamentals of Mergers and Acquisitions • Conduct a post merger integration to ensure the company reach its cost and revenue synergy targets • Understand the fundamentals of the Venture Capitalist industry • Value businesses based on the top 3 Valuation Methods: Discounted Cash Flow (DCF) Valuation Model, Precedent Transaction Analysis and Comparable Company Analysis • Decide if your organization should acquire a new company
The Finance and Mergers & Acquisitions Toolkit includes frameworks, tools, templates, tutorials, real-life examples and best practices to help you: 77 • Build a strong business case and financial model to get your project approved by the executive committee • Estimate your project financials: revenue, cost savings, cash flow, net present value (NPV), ROI, IRR, payback period, WACC, etc. • Create a robust business plan to raise capital for a new venture • Write an investor & startup term sheet • Build your 3 financial statements: Income Statement, Cash Flow Statement and Balance Sheet • Build a financial model linking your 3 financial statements • Conduct a comprehensive financial analysis • Identify the key drivers of your profit to easily explain your profit growth or profit decline, and act accordingly • Conduct a commercial due diligence (CDD) to decide whether to invest in a company in light of its future performance • Understand the fundamentals of Mergers and Acquisitions • Conduct a post merger integration to ensure the company reach its cost and revenue synergy targets • Understand the fundamentals of the Venture Capitalist industry • Value businesses based on the top 3 Valuation Methods: Discounted Cash Flow (DCF) Valuation Model, Precedent Transaction Analysis and Comparable Company Analysis • Decide if your organization should acquire a new company
There are 3 main growth strategies available to companies 78 Organic Growth Strategy Mergers and acquisitions Strategy Strategic Alliances Strategy 1 2 3 Part of the Finance and Mergers & Acquisitions Toolkit
Organic Growth Strategy Organic Growth Strategy Description Advantages Disadvantages Often perceived as the default growth option for companies, an organic growth strategy relies on developing a company’s internal resources and capabilities • Provides deeper first-hand knowledge that is likely to be internalized in the company • Helps spread investment over time and reduce upfront commitment • There are no availability constraints, that is to say that the company is not dependent on the availability of suitable acquisition targets or potential alliance partners • Strategic independence • Creation of new activities within the existing culture environment • Can be slow, expensive, and risky • Difficult to use existing capabilities as the platform for major leaps in terms of innovation, diversification, or internationalization 79 Part of the Finance and Mergers & Acquisitions Toolkit
Mergers and acquisitions Strategy Merger and acquisition Strategy Description Advantages Disadvantages Mergers and acquisitions (M&A) bring together companies through complete changes in ownership. It has been used by companies for centuries and remains a major way for companies to expand rapidly • Business extension: M&A can be used to extend the reach of a firm in terms of geography, products, or markets • Building capabilities: M&A may increase a company’s capabilities • Increase market power by reducing competition and increasing bargaining power with suppliers • Increase efficiency: by sharing resources and capabilities • Speed: M&A allows acquirers to act fast • Financial efficiency: by combining the 2 balance sheets • Tax efficiency • Important investment upfront • Potential culture clash between the 2 companies • High failure rate • Sometimes excessive initial valuations, exaggerated expectations of strategic fit, and underestimated problems of organizational fit 80 Part of the Finance and Mergers & Acquisitions Toolkit
Let’s now zoom on the Digital Transformation Toolkit 1.Corporate & Business Strategy Toolkit 2.Management Consulting Toolkit 3.Change Management Toolkit 4.Project Management Toolkit 5.Sales, Marketing & Communication Toolkit 6.Finance and Mergers & Acquisitions Toolkit 7.Digital Transformation Toolkit 8.Operations & Supply Chain Toolkit 9.Leadership Skills Toolkit 10.Legal Toolkit 81 Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website
The Digital Transformation Toolkit includes frameworks, tools, templates, tutorials, real-life examples and best practices to help you: 82 • Assess the digital maturity of your organization • Define and implement your digital transformation strategy & plan • Build a strong business case and financial model to get your digital transformation projects approved by the executive committee • Estimate your project financials: revenue, cost savings, cash flow, net present value (NPV), ROI, IRR, payback period, WACC, etc. • Define and implement your change management strategy & plan to ensure people adoption of the changes • Get a clear understanding of the project management overall approach commonly used by Fortune 100 and Global Consulting firms • Prioritize digital transformation initiatives based on impact and value with our Initiative Prioritization Matrix • Initiate your digital transformation project/program with a world class project charter, RACI Matrix and Stakeholder Matrix • Plan with our High-Level Project Plan and Detailed Project Plan • Implement your project with our Risk Register, Issue Register, Project Dashboards and parking Lot • Close your project with a Punch List and Post Project Evaluation Report • Define and implement your communication strategy & plan • Identify and mitigate your project risks with our Risk Register and Risk Assessment Matrix • Identify and resolve your project issues with our Issue Register • Get an understanding of the top 12 main New Technologies that could make your company grow in a profitable way: Big Data, Artificial Intelligence, Cloud Computing, Cyber security, Blockchain, Internet of Things, Digital Marketing, 3-D Printing, etc.
The Digital Transformation Toolkit includes frameworks, tools, templates, tutorials, real-life examples and best practices to help you: 83 • Assess the digital maturity of your organization • Define and implement your digital transformation strategy & plan • Build a strong business case and financial model to get your digital transformation projects approved by the executive committee • Estimate your project financials: revenue, cost savings, cash flow, net present value (NPV), ROI, IRR, payback period, WACC, etc. • Define and implement your change management strategy & plan to ensure people adoption of the changes • Get a clear understanding of the project management overall approach commonly used by Fortune 100 and Global Consulting firms • Prioritize digital transformation initiatives based on impact and value with our Initiative Prioritization Matrix • Initiate your digital transformation project/program with a world class project charter, RACI Matrix and Stakeholder Matrix • Plan with our High-Level Project Plan and Detailed Project Plan • Implement your project with our Risk Register, Issue Register, Project Dashboards and parking Lot • Close your project with a Punch List and Post Project Evaluation Report • Define and implement your communication strategy & plan • Identify and mitigate your project risks with our Risk Register and Risk Assessment Matrix • Identify and resolve your project issues with our Issue Register • Get an understanding of the top 12 main New Technologies that could make your company grow in a profitable way: Big Data, Artificial Intelligence, Cloud Computing, Cyber security, Blockchain, Internet of Things, Digital Marketing, 3-D Printing, etc.
Digital maturity assessment Description (1/2) 84 Level 1 - Basic Level 2 - Medium Level 3 - Good Level 4 - World-class Customer Experience • Only a single channel, which is often a physical store • React to customer needs • Multiple channels but often siloed, with the ecommerce department often seen as a separate entity • Start to proactively answer customer needs, and influence buying decisions • Actively transitioning from a multi channel to an omni-channel model • Proactively answer customer needs, and influence buying decisions • Omni-channel model where channels are integrated, allowing a seamless customer experience • Meet the needs of customers even before they become aware of those needs (with Internet of Things) Data & Insights • Barely no data • Barely no insight • The company has some data • A team of people manually analyze and provide insight to the rest of the company • The company has a Big Data solution gathering a lot of data • Automatic reporting with key insights • Almost a 360-degree view of the customer • The company has a Big Data solution gathering a lot of data • Automatic reporting providing a lot of key insights in real time • A 360-degree view of the customer This digital maturity assessment will help identify where you are today and where you want to be in the future. It includes 10 sections spread in 2 slides, which may have to be updated based on the specificities of your industry and organization. Buy the Digital Transformation Toolkit to unlock content Visit Website Part of the Digital Transformation Toolkit
The Digital Transformation Toolkit includes frameworks, tools, templates, tutorials, real-life examples and best practices to help you: 85 • Assess the digital maturity of your organization • Define and implement your digital transformation strategy & plan • Build a strong business case and financial model to get your digital transformation projects approved by the executive committee • Estimate your project financials: revenue, cost savings, cash flow, net present value (NPV), ROI, IRR, payback period, WACC, etc. • Define and implement your change management strategy & plan to ensure people adoption of the changes • Get a clear understanding of the project management overall approach commonly used by Fortune 100 and Global Consulting firms • Prioritize digital transformation initiatives based on impact and value with our Initiative Prioritization Matrix • Initiate your digital transformation project/program with a world class project charter, RACI Matrix and Stakeholder Matrix • Plan with our High-Level Project Plan and Detailed Project Plan • Implement your project with our Risk Register, Issue Register, Project Dashboards and parking Lot • Close your project with a Punch List and Post Project Evaluation Report • Define and implement your communication strategy & plan • Identify and mitigate your project risks with our Risk Register and Risk Assessment Matrix • Identify and resolve your project issues with our Issue Register • Get an understanding of the top 12 main New Technologies that could make your company grow in a profitable way: Big Data, Artificial Intelligence, Cloud Computing, Cyber security, Blockchain, Internet of Things, Digital Marketing, 3-D Printing, etc.
Digital Transformation Lean Business Case CEO: insert your own text Chief Digital Officer: insert your own text Author: insert your own text Board Meeting Date: insert your own text Version No: E.g. 1.0 for final / 0.1 for drafts Bank Corp Part of the Digital Transformation Toolkit
Introduction 87 • This presentation is a Digital Transformation Lean Business Case presented to the Board of one of our clients, a leading European retail bank. • The objective was to convince the Board to invest $100 million in a Digital Transformation Program. • The name and data have been changed for confidentiality reasons. Part of the Digital Transformation Toolkit
• Bank Corp’s shareholders expect an ambitious compound annual revenue growth rate of 15% over the next 5 years • The Banking industry is mature, with an expected compound annual revenue growth rate of only 3% over the next 5 years • A Business model shift is required in order to meet our shareholders expectations Situation Executive Summary 88 We recommend to invest $100 million in a Digital Transformation Program in order to shift our business model from a linear Value Chain model to a digital ecosystem model Recommendation An increasingly “digitally friendly world” A low Digital Maturity within Bank Corp A digital model would drive profitable growth A great return on investment Reason #1 Reason #2 Reason #3 Reason #4 • The number of connected devices worldwide will be 50+ Billion in 2020 • The use of the online and mobile channels are becoming increasingly important in the banking industry • The digital maturity of Bank Corp customer experience is low • The digital maturity of Bank Corp operations is low • A digital ecosystem model would generate $150+ million of additional revenue over the next 5 years • A digital ecosystem model would generate circa $50+ million of cost savings over the next 5 years • These additional revenue and cost savings would be driven by 5 key projects • Investing $100 Million in a digital ecosystem model would generate a 100%+ return on investment Part of the Digital Transformation Toolkit
Situation Bank Corp’s shareholders expect an ambitious compound annual revenue growth rate of 15% over the next 5 years 89 1.00 1.15 1.32 1.52 1.75 2016 2017 2018 2019 2020 Bank Corp Expected Profit (in Billion $) Compound annual revenue growth rate: +15% Part of the Digital Transformation Toolkit
The Digital Transformation Toolkit includes frameworks, tools, templates, tutorials, real-life examples and best practices to help you: 90 • Assess the digital maturity of your organization • Define and implement your digital transformation strategy & plan • Build a strong business case and financial model to get your digital transformation projects approved by the executive committee • Estimate your project financials: revenue, cost savings, cash flow, net present value (NPV), ROI, IRR, payback period, WACC, etc. • Define and implement your change management strategy & plan to ensure people adoption of the changes • Get a clear understanding of the project management overall approach commonly used by Fortune 100 and Global Consulting firms • Prioritize digital transformation initiatives based on impact and value with our Initiative Prioritization Matrix • Initiate your digital transformation project/program with a world class project charter, RACI Matrix and Stakeholder Matrix • Plan with our High-Level Project Plan and Detailed Project Plan • Implement your project with our Risk Register, Issue Register, Project Dashboards and parking Lot • Close your project with a Punch List and Post Project Evaluation Report • Define and implement your communication strategy & plan • Identify and mitigate your project risks with our Risk Register and Risk Assessment Matrix • Identify and resolve your project issues with our Issue Register • Get an understanding of the top 12 main New Technologies that could make your company grow in a profitable way: Big Data, Artificial Intelligence, Cloud Computing, Cyber security, Blockchain, Internet of Things, Digital Marketing, 3-D Printing, etc.
Digital Marketing 3-D Printing Drones Robots Virtual Reality Big Data Artificial Intelligence Cloud Computing Cyber Security Blockchain Internet of Things Augmented reality Technologies to consider to reach our Strategic Objectives Replace this text with the key takeaway of this Powerpoint slide. 91 It is important to have a good understanding of each new technology, even if it seems like it is not applicable in your industry or no one is doing it in your industry. After studying all the new technologies, you may find new ideas to improve your business, or even disrupt your own business model Part of the Digital Transformation Toolkit
Why are we considering the Big Data for our organization? 92 Big data is a term that describes the large volume of data, both structured and unstructured, that inundates a business on a day-to-day basis. But it’s not the amount of data that’s important. It is what organizations do with the data that matters. Big data can be analyzed for insights that lead to better tactical and strategical decisions. While the term “big data” is relatively new, the act of gathering and storing large amounts of information for eventual analysis is ages old. The concept gained momentum in the early 2000s when industry analyst Doug Laney articulated the now-mainstream definition of big data as the three Vs: • Volume: Organizations collect data from a variety of sources, including business transactions, social media and information from sensor or machine-to-machine data. In the past, storing it would’ve been a problem, but today, new technologies have eased the challenge. • Velocity: Data streams in at an unprecedented speed and must be dealt with in a timely manner. RFID tags, sensors and smart metering are driving the need to deal with torrents of data in near-real time. • Variety: Data comes in all types of formats, from structured, numeric data in traditional databases to unstructured text documents, email, video, audio, stock ticker data and financial transactions. The amount of data in our world has been exploding, and analyzing large data sets will become a key basis of competition, underpinning new waves of productivity growth, innovation, and consumer surplus, according to research by MGI and McKinsey's Business Technology Office. The next slides deep dive in each technology Part of the Digital Transformation Toolkit
Examples of industry using Big Data 93 Government Manufacturing Banking Health care Retail Education With large amounts of information streaming in from countless sources, banks are faced with finding new and innovative ways to manage big data. Big Data and Analytics help banks better understand customers and minimize risk. Big data brings big insights, but it also requires financial institutions to stay one step ahead of the game with advanced analytics. Educators armed with data-driven insight can make a significant impact on school systems, students and curriculums. By analyzing big data, they can identify at- risk students, make sure students are making adequate progress, and can implement a better system for evaluation and support of teachers and principals. When government agencies are able to harness and apply analytics to their big data, they gain significant ground when it comes to managing utilities, running agencies, dealing with traffic congestion or preventing crime. But while there are many advantages to big data, governments must also address issues of transparency and privacy. Patient records. Treatment plans. Prescription information. When it comes to health care, everything needs to be done quickly, accurately, and, in some cases, with enough transparency to satisfy stringent industry regulations. When big data is managed effectively, health care providers can uncover hidden insights that improve patient care. Armed with insight that big data can provide, manufacturers can boost quality and output while minimizing waste – processes that are key in today’s highly competitive market. More and more manufacturers are working in an analytics-based culture, which means they can solve problems faster and make more agile business decisions. Customer relationship building is critical to the retail industry – and the best way to manage that is to manage big data. Retailers need to know the best way to market to customers, the most effective way to handle transactions, and the most strategic way to bring back lapsed business. Big data remains at the heart of all those things. The next 15 slides are self explanatory and do not include any comments or instructions Part of the Digital Transformation Toolkit
Where does Big Data come from? The sources for big data generally fall into one of three categories 94 Social media data Publicly available data Streaming data This category includes data that reaches your IT systems from a web of connected devices, often part of the IoT. You can analyze this data as it arrives and make decisions on what data to keep, what not to keep and what requires further analysis. The data on social interactions is an increasingly attractive set of information, particularly for marketing, sales and support functions. It's often in unstructured or semistructured forms, so it poses a unique challenge when it comes to consumption and analysis. Massive amounts of data are available through open data sources like the US government’s data.gov, the CIA World Factbook or the European Union Open Data Portal. Part of the Digital Transformation Toolkit
Let’s now zoom on the Operations & Supply Chain Toolkit 1.Corporate & Business Strategy Toolkit 2.Management Consulting Toolkit 3.Change Management Toolkit 4.Project Management Toolkit 5.Sales, Marketing & Communication Toolkit 6.Finance and Mergers & Acquisitions Toolkit 7.Digital Transformation Toolkit 8.Operations & Supply Chain Toolkit 9.Leadership Skills Toolkit 10.Legal Toolkit 95 Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website
The Operations & Supply Chain Toolkit includes frameworks, tools, templates, tutorials, real-life examples and best practices to help you: 96 • Build a strong business case and financial model to get your project approved by the executive committee • Estimate your project financials: revenue, cost savings, cash flow, net present value (NPV), ROI, IRR, payback period, WACC, etc. • Identify and mitigate your project risks with our Risk Register and Risk Assessment Matrix • Identify and resolve your project issues with our Issue Register • Define and implement your digital transformation strategy & plan • Conduct a post merger integration to ensure the company reach its cost and revenue synergy targets • Get a clear understanding of the 5 Phases of Supply Chain Management • Define & implement your supply chain strategy • Analyze your value chain • Assess the maturity of your Procurement Management • Prioritize your initiatives based on impact and value with our Initiative Prioritization Matrix • Get a clear understanding of the fundamentals of Business Process Management (BPM) • Get a clear understanding of the fundamentals of Lean Six Sigma (LSS) • Define and implement your pricing strategy
The Operations & Supply Chain Toolkit includes frameworks, tools, templates, tutorials, real-life examples and best practices to help you: 97 • Build a strong business case and financial model to get your project approved by the executive committee • Estimate your project financials: revenue, cost savings, cash flow, net present value (NPV), ROI, IRR, payback period, WACC, etc. • Identify and mitigate your project risks with our Risk Register and Risk Assessment Matrix • Identify and resolve your project issues with our Issue Register • Define and implement your digital transformation strategy & plan • Conduct a post merger integration to ensure the company reach its cost and revenue synergy targets • Get a clear understanding of the 5 Phases of Supply Chain Management • Define & implement your supply chain strategy • Analyze your value chain • Assess the maturity of your Procurement Management • Prioritize your initiatives based on impact and value with our Initiative Prioritization Matrix • Get a clear understanding of the fundamentals of Business Process Management (BPM) • Get a clear understanding of the fundamentals of Lean Six Sigma (LSS) • Define and implement your pricing strategy
Introduction 98 Supply Chain Management is the optimization of the flow of materials, information and funds between and among all participating enterprises Supplier Factory Warehouse Distributor Customer Products Information Funds Part of the Operations & Supply Chain Toolkit
The Supply Chain Management process includes 5 phases: 99 2.Demand & Supply Chain Planning 3.Sourcing & Procurement 4.Manufacturing 5.Logistics & Distribution 1.Supply Chain Strategy Part of the Operations & Supply Chain Toolkit
Zoom on Phase1: Supply Chain Strategy 100 2.Demand & Supply Chain Planning 3.Sourcing & Procurement 4.Manufacturing 5.Logistics & Distribution 1.Supply Chain Strategy Part of the Operations & Supply Chain Toolkit
Zoom on Phase1: Supply Chain Strategy 101 2.Demand & Supply Chain Planning 3.Sourcing & Procurement 4.Manufacturing 5.Logistics & Distribution 1.Supply Chain Strategy • Key steps & activities • Best Practices, Tips & Templates Part of the Operations & Supply Chain Toolkit
Defining a robust Supply Chain Strategy usually requires a 3 to 6 months Project 102 The Project is often outsourced to a Consulting firm to avoid any conflict of interest The top 5 steps that the Consultants will have to carry out are: 1 Understand Current State 2 Gather Best Practices & Benchmarks 3 Develop Future State 4 Conduct Gap Analysis between the desired Future State & the Current State 5 Build a Roadmap to cross the bridge between the desired Future State & the Current State Part of the Operations & Supply Chain Toolkit
Let’s now zoom on the Leadership Skills Toolkit 1.Corporate & Business Strategy Toolkit 2.Management Consulting Toolkit 3.Change Management Toolkit 4.Project Management Toolkit 5.Sales, Marketing & Communication Toolkit 6.Finance and Mergers & Acquisitions Toolkit 7.Digital Transformation Toolkit 8.Operations & Supply Chain Toolkit 9.Leadership Skills Toolkit 10.Legal Toolkit 103 Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website
The Leadership Toolkit includes frameworks, tools, templates, tutorials, real- life examples and best practices to help you: 104 • Structure your presentations and recommendations like a tier-1 management consultant • Communicate effectively • Develop your negotiating skills • Develop your managerial skills • Improve your time management • Develop your leadership skills • Define your personal mission statement, vision statement, values and objectives
The Leadership Toolkit includes frameworks, tools, templates, tutorials, real- life examples and best practices to help you: 105 • Structure your presentations and recommendations like a tier-1 management consultant • Communicate effectively • Develop your negotiating skills • Develop your managerial skills • Improve your time management • Develop your leadership skills • Define your personal mission statement, vision statement, values and objectives
Table of contents 106 Behavioral Skills Presentation Skills Effective Communication Negotiations Skills Leadership Team management Time Management Part of the Leadership Toolkit
Table of contents 107 Behavioral Skills Presentation Skills Effective Communication Negotiations Skills Leadership Team management Time Management Part of the Leadership Toolkit
What is the most well-known principle used by Consultants and Executives to make breakthrough presentations? 108 Part of the Leadership Toolkit
What is the most well-known principle used by Consultants and Executives to make breakthrough presentations? 109 The Pyramid Principle, also called the Minto Pyramid Principle Part of the Leadership Toolkit
Create a pyramid with your answer and supporting arguments - Template 110 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 Part of the Leadership Toolkit
Let’s now zoom on the Legal Toolkit 1.Corporate & Business Strategy Toolkit 2.Management Consulting Toolkit 3.Change Management Toolkit 4.Project Management Toolkit 5.Sales, Marketing & Communication Toolkit 6.Finance and Mergers & Acquisitions Toolkit 7.Digital Transformation Toolkit 8.Operations & Supply Chain Toolkit 9.Leadership Skills Toolkit 10.Legal Toolkit 111 Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website
The Legal Toolkit includes templates to help you: 112 • Write a business consultant agreement • Write an investor & startup term sheet • Write a non-disclosure agreement • Write a non-compete agreement
The Legal Toolkit includes templates to help you: 113 • Write a business consultant agreement • Write an investor & startup term sheet • Write a non-disclosure agreement • Write a non-compete agreement
All our Legal templates have been created in word. All you need to do is replace the text highlighted in yellow by your own words 114 Part of the Legal Toolkit

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1. Business and Consulting Toolkits - Sample.pptx

  • 1.
    Business & ConsultingToolkits Free sample Created by ex-McKinsey, Deloitte & BCG Management Consultants
  • 2.
    Key Benefits ofour Business & Consulting Toolkits 2 Improve the growth & efficiency of your organization by leveraging Business & Consulting Toolkits created by ex-McKinsey, Deloitte & BCG Consultants. It cost us $500k+ to create all our Business & Consulting Toolkits. Get them for a fraction of this cost. It’s like hiring Management Consultants to create all the practical Frameworks, Tools & Templates required to get a competitive advantage. Get the job done quicker and never start from scratch again with our ready-made & fully editable Frameworks, Tools & Templates in Powerpoint & Excel. We have worked 20,000+ hours over the past 5 years to create the world’s best Business & Consulting Toolkits. Don’t reinvent the wheel. Download now. Improve your skills & capabilities and meet your professional goals by learning how the Fortune 100 and Global Consulting Firms do it. Get free support and advice from our ex-McKinsey, Deloitte & BCG Management Consultants. Hiring top-tier Consultants for a management consulting project would cost you $300k+. A lot more expensive than purchasing our Toolkits. Impress your stakeholders and become your organization’s subject matter expert with world-class approaches to resolve common business problems.
  • 3.
    What our clientssay about our Toolkits Review imported from Facebooks, Amazon and Klaviyo 3 See more reviews >
  • 4.
    Our team ofex-McKinsey, Deloitte & BCG Consultants created 10 Business & Consulting Toolkits 1.Corporate & Business Strategy Toolkit 2.Management Consulting Toolkit 3.Change Management Toolkit 4.Project Management Toolkit 5.Sales, Marketing & Communication Toolkit 6.Finance and Mergers & Acquisitions Toolkit 7.Digital Transformation Toolkit 8.Operations & Supply Chain Toolkit 9.Leadership Skills Toolkit 10.Legal Toolkit Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website 4
  • 5.
    Each Business &Consulting Toolkit includes: 5 Toolkits Tools Templates Step-by-step Tutorials Real-life Examples Best Practices Support from Tier-1 Management Consultants Frameworks
  • 6.
    Let’s zoom onthe Corporate & Business Strategy Toolkit 1.Corporate & Business Strategy Toolkit 2.Management Consulting Toolkit 3.Change Management Toolkit 4.Project Management Toolkit 5.Sales, Marketing & Communication Toolkit 6.Finance and Mergers & Acquisitions Toolkit 7.Digital Transformation Toolkit 8.Operations & Supply Chain Toolkit 9.Leadership Skills Toolkit 10.Legal Toolkit 6 Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website
  • 7.
    The Corporate &Business Strategy Toolkit includes frameworks, tools, templates, tutorials, real-life examples and best practices to help you: 7 • Easily define and execute your corporate and business strategy • Create a robust strategic plan describing where the company should go, and how to get there • Conduct a strategic planning project to define your mission, vision, strategic objectives and key initiatives • Identify the key drivers of your profit to easily explain your profit growth or profit decline, and act accordingly • Decide if you should enter a new market (e.g., European market, Chinese market) • Decide if you should introduce a new product • Decide if your organization should acquire a new company • Create a robust business plan to raise capital for a new venture • Build a strong business case and financial model to get your project approved by the executive committee • Estimate your project financials: revenue, cost savings, cash flow, net present value (NPV), ROI, IRR, payback period, WACC, etc. • Conduct a commercial due diligence (CDD) • Carry out a market & competitor analysis that includes many tools such as PESTLE, Porter’s Five Forces and SWOT • Define your pricing strategy • Identify your strategic options and their respective risk with the Ansoff Growth Matrix and the Porter’s Generic Corporate Strategies Matrix • Translate your strategy into strategic objectives, key performance indicators and targets to be reached with a Balanced Scorecard • Increase your know-how with the top 22 strategy tools commonly used by Fortune 100 and Global Consulting firms: Business Roadmap, Blue Ocean Strategy, Entry/Exit Barriers, Experience Curve, Fishbone Diagram, Five Whys, Initiative Prioritization Matrix, Issue Tree, Maturity Model, McKinsey Seven-S, Product Life Cycle, Strategy Map, Value Chain Analysis, Value Driver Tree, etc.
  • 8.
    The Corporate &Business Strategy Toolkit includes frameworks, tools, templates, tutorials, real-life examples and best practices to help you: 8 • Easily define and execute your corporate and business strategy • Create a robust strategic plan describing where the company should go, and how to get there • Conduct a strategic planning project to define your mission, vision, strategic objectives and key initiatives • Identify the key drivers of your profit to easily explain your profit growth or profit decline, and act accordingly • Decide if you should enter a new market (e.g., European market, Chinese market) • Decide if you should introduce a new product • Decide if your organization should acquire a new company • Create a robust business plan to raise capital for a new venture • Build a strong business case and financial model to get your project approved by the executive committee • Estimate your project financials: revenue, cost savings, cash flow, net present value (NPV), ROI, IRR, payback period, WACC, etc. • Conduct a commercial due diligence (CDD) • Carry out a market & competitor analysis that includes many tools such as PESTLE, Porter’s Five Forces and SWOT • Define your pricing strategy • Identify your strategic options and their respective risk with the Ansoff Growth Matrix and the Porter’s Generic Corporate Strategies Matrix • Translate your strategy into strategic objectives, key performance indicators and targets to be reached with a Balanced Scorecard • Increase your know-how with the top 22 strategy tools commonly used by Fortune 100 and Global Consulting firms: Business Roadmap, Blue Ocean Strategy, Entry/Exit Barriers, Experience Curve, Fishbone Diagram, Five Whys, Initiative Prioritization Matrix, Issue Tree, Maturity Model, McKinsey Seven-S, Product Life Cycle, Strategy Map, Value Chain Analysis, Value Driver Tree, etc.
  • 9.
    Strategic Plan Insert CompanyName CEO: insert your own text Chief Strategy Officer: insert your own text Date: insert your own text Version: insert your own text Contact Email: insert your own text Insert your own logo Part of the Corporate & Business Strategy Toolkit
  • 10.
    Executive Summary (1/3) StrategyMap Financial Perspectives Customer Internal Process Learning & Growth Strategic Objectives I1 - Insert your own text I2 - Insert your own text I3 - Insert your own text I4 - Insert your own text L1 - Insert your own text L2 - Insert your own text L3 - Insert your own text L4 - Insert your own text C1 - Insert your own text C2 - Insert your own text C3 - Insert your own text C4 - Insert your own text F1 - Insert your own text F2 - Insert your own text F3 - Insert your own text F4 - Insert your own text Mission: Insert your Mission statement Vision: Insert your Vision statement The best practice is to have between 1 and 3 slides for the Executive Summary. Usually, the Strategy Map, the Balance Scorecard and the Business Roadmap represent a good summary of the Strategic Plan 10 Part of the Corporate & Business Strategy Toolkit
  • 11.
    Mission Statement It isthe company’s reason for existence or purpose. It describes the overarching intent of the organization. It is usually defined during a workshop with the top management. It should provide focus, direction and help guide decision making and actions. It should be one easy to understand sentence and, if required, a more details description below the main sentence. Vision Statement It describes the organization desired or intended state at some point in the near or distant future. It describes the overarching aim of the organization as it progresses into the future. Like the Mission Statement, it is usually defined during a workshop with the top management. It should provide focus, direction and help guide decision making and actions. It should be one easy to understand sentence and, if required, a more details description below the main sentence. Mission & Vision Statement Description 11 Part of the Corporate & Business Strategy Toolkit
  • 12.
    Strategy Map A Strategymap includes 4 perspectives 12 Financial Perspectives Customer Internal Process Learning & Growth Presents the strategic objectives driving financial performance Presents the strategic objectives related to the value proposition of the company Presents the strategic objectives related to the internal capabilities of the company Presents the strategic objectives related to the intangible assets required to drive performance Part of the Corporate & Business Strategy Toolkit
  • 13.
    Strategy Map Example ofa Strategy Map Financial Perspective Strategic objectives 13 Increase revenue Increase profit Increase number of customers Increase revenue per customer Decrease Cost Decrease fixed cost Decrease variable cost Significantly behind target Slightly behind target Meeting target or above target Buy the Strategic Plan Template to unlock content Visit Website Part of the Corporate & Business Strategy Toolkit
  • 14.
    Balanced Scorecard Description C1 Insertyour own text C2 Insert your own text C3 Insert your own text I1 Insert your own text I2 Insert your own text I3 Insert your own text L1 Insert your own text L2 Insert your own text L3 Insert your own text F1 Increase earnings per share F2 Increase revenue per customer F3 Reduce cost per customer Strategic Objectives Financial To satisfy our shareholders, what financial objectives must we accomplish? Perspective Customer To achieve our financial objectives, what customer needs must we serve? Internal processes To satisfy our customers and shareholders, in which internal business processes must we excel?” Learning & Growth To achieve our “Financial”, “Customer” and “Internal Processes” strategic objectives, what does the organization need to learn? Each perspective has specific Strategic Objectives, Key Performance Indicators & Targets Buy the Strategic Plan Template to unlock content Visit Website 14 Part of the Corporate & Business Strategy Toolkit
  • 15.
    Business Roadmap Insert yourown text to summarize the key message of this slide 15 Insert timeline Timeline • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name • Insert initiative name Phase 1 See in the next slides a little bit more details on the Business Roadmap and some additional templates that you may prefer to the one used in the document “Strategic Plan - Template” Buy the Strategic Plan Template to unlock content Visit Website Part of the Corporate & Business Strategy Toolkit
  • 16.
    The Corporate &Business Strategy Toolkit includes frameworks, tools, templates, tutorials, real-life examples and best practices to help you: 16 • Easily define and execute your corporate and business strategy • Create a robust strategic plan describing where the company should go, and how to get there • Conduct a strategic planning project to define your mission, vision, strategic objectives and key initiatives • Identify the key drivers of your profit to easily explain your profit growth or profit decline, and act accordingly • Decide if you should enter a new market (e.g., European market, Chinese market) • Decide if you should introduce a new product • Decide if your organization should acquire a new company • Create a robust business plan to raise capital for a new venture • Build a strong business case and financial model to get your project approved by the executive committee • Estimate your project financials: cash flow, net present value (NPV), ROI, IRR, payback period, WACC, etc. • Conduct a commercial due diligence (CDD) • Carry out a market & competitor analysis that includes many tools such as PESTLE, Porter’s Five Forces and SWOT • Define your pricing strategy • Identify your strategic options and their respective risk with the Ansoff Growth Matrix and the Porter’s Generic Corporate Strategies Matrix • Translate your strategy into strategic objectives, key performance indicators and targets to be reached with a Balanced Scorecard • Increase your know-how with the top 22 strategy tools commonly used by Fortune 100 and Global Consulting firms: Business Roadmap, Blue Ocean Strategy, Entry/Exit Barriers, Experience Curve, Fishbone Diagram, Five Whys, Initiative Prioritization Matrix, Issue Tree, Maturity Model, McKinsey Seven-S, Product Life Cycle, Strategy Map, Value Chain Analysis, Value Driver Tree, etc.
  • 17.
    Situation, complication andmain question to answer The situation The complication The question Description Example from a Fortune 100 company You need to provide a neutral description with facts that you know your audience will agree on. Our company has been selling its products in the US for the past 10 years, with an annual profit growth above 10%. The complication is a desired change of the current situation. With a market share already above 40%, profit growth will be limited in the US. The question that implicitly results from the complication. Should we enter the European market? 17 Part of the Corporate & Business Strategy Toolkit
  • 18.
    To solve ourproblem, we need to use the “Entering a new market” Framework “Profitability” problem “Entering a new market” problem “Introducing a new product” problem “M&A” problem e.g. “Why does my company’s profit have decreased by 10%?” e.g. “Should we enter the Chinese market?” e.g. “Should we introduce this new product X?” e.g. “Should we acquire the company Y?” 18 Part of the Corporate & Business Strategy Toolkit
  • 19.
    The “Entering anew market” Framework includes 3 components Desirability Profitability Feasibility 19 Part of the Corporate & Business Strategy Toolkit
  • 20.
    Each component hasan underlying question that we will have to answer to identify if it is a good strategic initiative to enter this new market What is the potential demand for our Product in this new Market? What is the feasibility to enter this new Market? Desirability Profitability Feasibility What will be the profitability of this strategic initiative? 20 Part of the Corporate & Business Strategy Toolkit
  • 21.
    If the answeris “high” or “very high” to the 3 questions, then it means that entering the European market is a good strategic initiative Sweet spot Desirability Profitability Feasibility What is the potential demand for our Product in this new Market? What is the feasibility to enter this new Market? What will be the profitability of this strategic initiative? 21 Part of the Corporate & Business Strategy Toolkit
  • 22.
    Desirability What is thepotential demand for our Product in this new Market? Product Customers Competition Market size Describe the key product(s) we would like to sell? Is it a commodity or a differentiated product? What are its Key benefits? Any potential substitute product? Are we answering a customer need or are we creating a new customer need? Who are our potential customers? How many are they? Is the customer demand expected to increase or decrease in the future? How much the customer will be willing to pay for our product? How many products will the customer be buying per year? Who will be our main competitors? What is the revenue, profit, unique selling proposition and strategy of each one of them? How intense is the competition in this market? Do they have key capabilities that we don’t have or vice versa? What’s their pricing position? The total market size is: The number of customers multiplied by the number of products purchased every year per customer multiplied by the Product price. Checking the annual report of our competitors may help us calculate this number. How much of this market do we think we can get? Why do we think so? Do we have a strong enough unique selling proposition (USP)? Very Low Low Medium High Very High Caption: Very High 22 Part of the Corporate & Business Strategy Toolkit
  • 23.
    The Corporate &Business Strategy Toolkit includes frameworks, tools, templates, tutorials, real-life examples and best practices to help you: 23 • Easily define and execute your corporate and business strategy • Create a robust strategic plan describing where the company should go, and how to get there • Conduct a strategic planning project to define your mission, vision, strategic objectives and key initiatives • Identify the key drivers of your profit to easily explain your profit growth or profit decline, and act accordingly • Decide if you should enter a new market (e.g., European market, Chinese market) • Decide if you should introduce a new product • Decide if your organization should acquire a new company • Create a robust business plan to raise capital for a new venture • Build a strong business case and financial model to get your project approved by the executive committee • Estimate your project financials: cash flow, net present value (NPV), ROI, IRR, payback period, WACC, etc. • Conduct a commercial due diligence (CDD) • Carry out a market & competitor analysis that includes many tools such as PESTLE, Porter’s Five Forces and SWOT • Define your pricing strategy • Identify your strategic options and their respective risk with the Ansoff Growth Matrix and the Porter’s Generic Corporate Strategies Matrix • Translate your strategy into strategic objectives, key performance indicators and targets to be reached with a Balanced Scorecard • Increase your know-how with the top 22 strategy tools commonly used by Fortune 100 and Global Consulting firms: Business Roadmap, Blue Ocean Strategy, Entry/Exit Barriers, Experience Curve, Fishbone Diagram, Five Whys, Initiative Prioritization Matrix, Issue Tree, Maturity Model, McKinsey Seven-S, Product Life Cycle, Strategy Map, Value Chain Analysis, Value Driver Tree, etc.
  • 24.
    An effective businessplan needs to answer the following top 10 questions: 24 What is your current situation? What is your Vision? How will you reach your Vision? What do you offer? How big is the market you are entering? Who are the key players? How will you differentiate yourself? What will be your marketing plan? What are the economics of your business? What is the capital requirement to get your business started? Effective Business Plan Part of the Corporate & Business Strategy Toolkit
  • 25.
    Competitor Comparison (1/2) Replacethis text by the main takeaway of this slide. 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 the most relevant criteria. This will depend on your industry and what you want to emphasize 25 Part of the Corporate & Business Strategy Toolkit
  • 26.
    PESTLE Analysis Replace thistext by the main takeaway of this slide. PESTLE S E L Legal • Replace the text by your own text • Replace the text by your own text • Replace the text by your own text • Replace the text by your own text Environmental • Replace the text by your own text • Replace the text by your own text • Replace the text by your own text • Replace the text by your own text P E T Technological • Replace the text by your own text • Replace the text by your own text • Replace the text by your own text • Replace the text by your own text Political • Replace the text by your own text • Replace the text by your own text • Replace the text by your own text • Replace the text by your own text Economical • Replace the text by your own text • Replace the text by your own text • Replace the text by your own text • Replace the text by your own text Social • Replace the text by your own text • Replace the text by your own text • Replace the text by your own text • Replace the text by your own text See in the next slides a little bit more details on the PESTLE tool and some additional templates that you may prefer to the one used in the document “Business Plan - Template” 26 Part of the Corporate & Business Strategy Toolkit
  • 27.
    Products & Services Replacethis text by your own text. Provide the key takeaway of this PowerPoint slide Product name Key Customer Benefits Key Features Unique Selling Proposition (USP) Insert the name of your product or service Insert your own text Insert your own text Insert your own text Insert the name of your product or service Insert your own text Insert your own text Insert your own text Insert the name of your product or service Insert your own text Insert your own text Insert your own text Check the next slide for more instructions regarding this slide 27 Part of the Corporate & Business Strategy Toolkit
  • 28.
    Products & Services Replacethis text by your own text. Provide the key takeaway of this PowerPoint slide Product name Key Customer Benefits Key Features Unique Selling Proposition (USP) Insert the name of your product or service A Product Benefit is what the user gets from the product rather than its physical characteristics or features Features mean the characteristics by which products are identified and differentiated. It usually comprises shapes, colors, functions and uses It defines your company’s unique position in the marketplace. It is an often overlooked but very important element of creating a business that customers love. A strong unique selling proposition allows you to stand apart from competitors and actively focus your energy on creating things that cater to your ideal group of customers 28 Part of the Corporate & Business Strategy Toolkit
  • 29.
    Market Profitability Replace thistext by the main takeaway of this slide. Low Average High Caption: 29 Buy the Business Plan Template to unlock content Visit Website Part of the Corporate & Business Strategy Toolkit
  • 30.
    The Corporate &Business Strategy Toolkit includes frameworks, tools, templates, tutorials, real-life examples and best practices to help you: 30 • Easily define and execute your corporate and business strategy • Create a robust strategic plan describing where the company should go, and how to get there • Conduct a strategic planning project to define your mission, vision, strategic objectives and key initiatives • Identify the key drivers of your profit to easily explain your profit growth or profit decline, and act accordingly • Decide if you should enter a new market (e.g., European market, Chinese market) • Decide if you should introduce a new product • Decide if your organization should acquire a new company • Create a robust business plan to raise capital for a new venture • Build a strong business case and financial model to get your project approved by the executive committee • Estimate your project financials: cash flow, net present value (NPV), ROI, IRR, payback period, WACC, etc. • Conduct a commercial due diligence (CDD) • Carry out a market & competitor analysis that includes many tools such as PESTLE, Porter’s Five Forces and SWOT • Define your pricing strategy • Identify your strategic options and their respective risk with the Ansoff Growth Matrix and the Porter’s Generic Corporate Strategies Matrix • Translate your strategy into strategic objectives, key performance indicators and targets to be reached with a Balanced Scorecard • Increase your know-how with the top 22 strategy tools commonly used by Fortune 100 and Global Consulting firms: Business Roadmap, Blue Ocean Strategy, Entry/Exit Barriers, Experience Curve, Fishbone Diagram, Five Whys, Initiative Prioritization Matrix, Issue Tree, Maturity Model, McKinsey Seven-S, Product Life Cycle, Strategy Map, Value Chain Analysis, Value Driver Tree, etc.
  • 31.
    Ineffective pricing managementwill cause many issues 31 Source: Kiewell and Roegner • Increased service costs • Increased price administration costs • Increased receivables write-offs • Wide price bands • Inaccurate quotations from field sales • Slow response to RFPs • Declining margins • Little correlation between volume and price • Product profitability lack of visibility • Lost market share • Excess / obsolete inventory • Low volume for new products Part of the Corporate & Business Strategy Toolkit
  • 32.
    Create a simplePricing maturity model Example of a Pricing maturity model 1 Level 2 3 4 Percentage of Companies 20% 70% 10% <1% Description Basic Standard Advanced Leading • Cost-plus or margin-based pricing • No pricing market analysis • No pricing competitive analysis • Barely any pricing data • No resources exclusively allocated to pricing management • No forward-thinking pricing strategy • Prices respond to key market factors or inventory-driven lifecycle • Limited pricing market analysis • Limited pricing competitive analysis • Limited pricing data • A small dedicated team allocated to pricing management • Limited forward-thinking pricing strategy 32 Buy our product on Pricing Strategy to unlock content Visit Website
  • 33.
    Let’s now zoomon the Management Consulting Toolkit 1.Corporate & Business Strategy Toolkit 2.Management Consulting Toolkit 3.Change Management Toolkit 4.Project Management Toolkit 5.Sales, Marketing & Communication Toolkit 6.Finance and Mergers & Acquisitions Toolkit 7.Digital Transformation Toolkit 8.Operations & Supply Chain Toolkit 9.Leadership Skills Toolkit 10.Legal Toolkit 33 Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website
  • 34.
    The Management ConsultingToolkit includes frameworks, tools, templates, tutorials, real-life examples and best practices to help you: 34 • Build a convincing consulting proposal • Write a business consultant agreement • Identify the key drivers of the organization’s profit to easily explain profit growth or profit decline, and act accordingly • Decide if you should enter a new market (e.g., European market, Chinese market) • Decide if you should introduce a new product • Decide if your organization should acquire a new company • Gather qualitative and quantitative data in a structured way via interview, focus group and survey • Structure your presentations and recommendations like a tier-1 management consultant • Create a robust strategic plan describing where the company should go, and how to get there • Conduct a strategic planning project to define your mission, vision, strategic objectives and key initiatives • Build a strong business case and financial model to get your project approved by the executive committee • Estimate your project financials: revenue, cost savings, cash flow, net present value (NPV), ROI, IRR, payback period, WACC, etc. • Conduct a comprehensive financial analysis • Prioritize a company’s potential initiatives based on impact and effort • Define the maturity of a company on a specific area with a visual maturity model • Identify your strategic options and their respective risk with the Ansoff Growth Matrix and the Porter’s Generic Corporate Strategies Matrix • Increase your know-how with the top 40 management consulting tools commonly used by Fortune 100 and Global Consulting firms: Business Roadmap, Blue Ocean Strategy, Entry/Exit Barriers, Experience Curve, Fishbone Diagram, Five Whys, Initiative Prioritization Matrix, Issue Tree, McKinsey Seven-S, Risk Assessment Matrix, Product Life Cycle, Strategy Map, Value Chain Analysis, Value Driver Tree, etc.
  • 35.
    The Management ConsultingToolkit includes frameworks, tools, templates, tutorials, real-life examples and best practices to help you: 35 • Build a convincing consulting proposal • Write a business consultant agreement • Identify the key drivers of the organization’s profit to easily explain profit growth or profit decline, and act accordingly • Decide if you should enter a new market (e.g., European market, Chinese market) • Decide if you should introduce a new product • Decide if your organization should acquire a new company • Gather qualitative and quantitative data in a structured way via interview, focus group and survey • Structure your presentations and recommendations like a tier-1 management consultant • Create a robust strategic plan describing where the company should go, and how to get there • Conduct a strategic planning project to define your mission, vision, strategic objectives and key initiatives • Build a strong business case and financial model to get your project approved by the executive committee • Estimate your project financials: revenue, cost savings, cash flow, net present value (NPV), ROI, IRR, payback period, WACC, etc. • Conduct a comprehensive financial analysis • Prioritize a company’s potential initiatives based on impact and effort • Define the maturity of a company on a specific area with a visual maturity model • Identify your strategic options and their respective risk with the Ansoff Growth Matrix and the Porter’s Generic Corporate Strategies Matrix • Increase your know-how with the top 40 management consulting tools commonly used by Fortune 100 and Global Consulting firms: Business Roadmap, Blue Ocean Strategy, Entry/Exit Barriers, Experience Curve, Fishbone Diagram, Five Whys, Initiative Prioritization Matrix, Issue Tree, McKinsey Seven-S, Risk Assessment Matrix, Product Life Cycle, Strategy Map, Value Chain Analysis, Value Driver Tree, etc.
  • 36.
    Create a pyramidwith your answer and supporting arguments - Example 36 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%? Part of the Management Consulting Toolkit
  • 37.
    The Management ConsultingToolkit includes frameworks, tools, templates, tutorials, real-life examples and best practices to help you: 37 • Build a convincing consulting proposal • Write a business consultant agreement • Identify the key drivers of the organization’s profit to easily explain profit growth or profit decline, and act accordingly • Decide if you should enter a new market (e.g., European market, Chinese market) • Decide if you should introduce a new product • Decide if your organization should acquire a new company • Gather qualitative and quantitative data in a structured way via interview, focus group and survey • Structure your presentations and recommendations like a tier-1 management consultant • Create a robust strategic plan describing where the company should go, and how to get there • Conduct a strategic planning project to define your mission, vision, strategic objectives and key initiatives • Build a strong business case and financial model to get your project approved by the executive committee • Estimate your project financials: revenue, cost savings, cash flow, net present value (NPV), ROI, IRR, payback period, WACC, etc. • Conduct a comprehensive financial analysis • Prioritize a company’s potential initiatives based on impact and effort • Define the maturity of a company on a specific area with a visual maturity model • Identify your strategic options and their respective risk with the Ansoff Growth Matrix and the Porter’s Generic Corporate Strategies Matrix • Increase your know-how with the top 40 management consulting tools commonly used by Fortune 100 and Global Consulting firms: Business Roadmap, Blue Ocean Strategy, Entry/Exit Barriers, Experience Curve, Fishbone Diagram, Five Whys, Initiative Prioritization Matrix, Issue Tree, McKinsey Seven-S, Risk Assessment Matrix, Product Life Cycle, Strategy Map, Value Chain Analysis, Value Driver Tree, etc.
  • 38.
    Business Case Insert ProjectName Author: insert your own text Project Sponsor: insert your own text Project Manager: insert your own text Change Manager: insert your own text Date: insert your own text Version No: insert your own text Status: E.g. 1.0 for final / 0.1 for drafts Insert your own logo Part of the Management Consulting Toolkit
  • 39.
    Document Purpose 39 The purposeof this document is to provide enough information on the potential project “insert project name” to decide whether or not to invest in it. This document will provide an overview of the following: • Business Opportunity & Suggested Solution • Project Objectives, Scope & Approach • Project Deliverables & Business Outcomes • Strategic Alignment • Dependencies & Constraints • Risk Assessment & Mitigation • Change Impact Assessment • Project Costs • Benefits • Net Present Value • Key Success Factors & KPIs Most of companies have either a very complex Business Case Template that nobody uses, or a Business Case Template which is not good enough to make robust decisions on whether or not to invest. Following the requests of many of our clients, we decided to solve this problem by creating a Business Case Template which is both comprehensive and simple to use. Part of the Management Consulting Toolkit
  • 40.
    Document Audience 40 Name RoleRequired / Optional John Doe Project Sponsor Required Insert Name Insert role Insert Required or Optional Insert Name Insert role Insert Required or Optional Insert Name Insert role Insert Required or Optional Insert Name Insert role Insert Required or Optional Insert Name Insert role Insert Required or Optional Insert Name Insert role Insert Required or Optional Part of the Management Consulting Toolkit
  • 41.
    Table of Contents 1.Executive Summary 2. Business Opportunity & Suggested Solution 3. Project Objectives, Scope & Approach 4. Project Deliverables & Business Outcomes 5. Strategic Alignment 6. Dependencies & Constraints 7. Risk Assessment & Mitigation 8. Change Impact Assessment 9. Project Costs 10. Benefits 11. Net Present Value 12. Key Success Factors & KPIs 13. Exhibits 41 Part of the Management Consulting Toolkit
  • 42.
    Table of Contents 1.Executive Summary 2. Business Opportunity & Suggested Solution 3. Project Objectives, Scope & Approach 4. Project Deliverables & Business Outcomes 5. Strategic Alignment 6. Dependencies & Constraints 7. Risk Assessment & Mitigation 8. Change Impact Assessment 9. Project Costs 10. Benefits 11. Net Present Value 12. Key Success Factors & KPIs 13. Exhibits 42 Part of the Management Consulting Toolkit
  • 43.
    Change Impact High Impact NetPresent Value $8M Number of Resources 12 Change Manager John Doe Cash Flow (US $ millions) Project Sponsor John Doe Intangible Benefits Insert your own text Project Costs $4M Tangible Benefits $14M Project Manager John Doe Strategic Alignment Insert the Strategic Objectives that the project is aligned with Lean Business Case Project name: Project description: 43 (5.1) 1.8 4.6 6.9 9.9 Year 1 Year 2 Year 3 Year 4 Year 5 This Lean Business Case is very important, as your CEO and Senior executives may not have time to deep dive into more details. It is the first section of the Business Case, but it is often done at the end. Part of the Management Consulting Toolkit
  • 44.
    The Management ConsultingToolkit includes frameworks, tools, templates, tutorials, real-life examples and best practices to help you: 44 • Build a convincing consulting proposal • Write a business consultant agreement • Identify the key drivers of the organization’s profit to easily explain profit growth or profit decline, and act accordingly • Decide if you should enter a new market (e.g., European market, Chinese market) • Decide if you should introduce a new product • Decide if your organization should acquire a new company • Gather qualitative and quantitative data in a structured way via interview, focus group and survey • Structure your presentations and recommendations like a tier-1 management consultant • Create a robust strategic plan describing where the company should go, and how to get there • Conduct a strategic planning project to define your mission, vision, strategic objectives and key initiatives • Build a strong business case and financial model to get your project approved by the executive committee • Estimate your project financials: revenue, cost savings, cash flow, net present value (NPV), ROI, IRR, payback period, WACC, etc. • Conduct a comprehensive financial analysis • Prioritize a company’s potential initiatives based on impact and effort • Define the maturity of a company on a specific area with a visual maturity model • Identify your strategic options and their respective risk with the Ansoff Growth Matrix and the Porter’s Generic Corporate Strategies Matrix • Increase your know-how with the top 40 management consulting tools commonly used by Fortune 100 and Global Consulting firms: Business Roadmap, Blue Ocean Strategy, Entry/Exit Barriers, Experience Curve, Fishbone Diagram, Five Whys, Initiative Prioritization Matrix, Issue Tree, McKinsey Seven-S, Risk Assessment Matrix, Product Life Cycle, Strategy Map, Value Chain Analysis, Value Driver Tree, etc.
  • 45.
    Ansoff Growth Matrix Purpose 45 TheAnsoff Growth Matrix, also called Product/Market Growth Matrix, will help you outline the different strategies a company can use in order to increase market share or introduce a new product Part of the Management Consulting Toolkit
  • 46.
    Ansoff Growth Matrix Description 46 TheAnsoff Matrix was developed by H. Igor Ansoff and first published in the Harvard Business Review in 1957, in an article titled "Strategies for Diversification." It has given generations of marketers and business leaders a quick and simple way to think about the risks of growth. Sometimes called the Product/Market Expansion Grid, the Matrix shows four strategies you can use to grow. It also helps you analyze the risks associated with each one. The idea is that each time you move into a new quadrant (horizontally or vertically), risk increases. Part of the Management Consulting Toolkit
  • 47.
    Ansoff Growth Matrix Description 47 TheAnsoff Growth matrix assists top executives to consider 4 key strategic options and their respective risk Market Development Strategy Diversification Strategy Product Development Strategy Market Penetration Strategy Current New New Current Market Develop new markets for current products Develop new products in new markets Gain more market share with your current products, in your current markets Develop new products in your existing markets Products Part of the Management Consulting Toolkit
  • 48.
    Ansoff Growth Matrix Description 48 TheAnsoff Growth matrix assists top executives to consider 4 key strategic options and their respective risk Market Development Strategy Diversification Strategy Product Development Strategy Market Penetration Strategy Current New New Current Market With Market Development, you're putting an existing product into an entirely new market. You can do this by finding a new use for the product, or by adding new features or benefits to it. Diversification is the riskiest of the four options, because you're introducing a new, unproven product into an entirely new market that you may not fully understand. Market Penetration is the safest of the four options. Here, you focus on expanding sales of your existing product in your existing market: you know the product works, and the market holds few surprises for you. Product Development is slightly more risky than Market Penetration, because you're introducing a new product into your existing market. Caption: Less risky More risky Products Part of the Management Consulting Toolkit
  • 49.
    Ansoff Growth Matrix Template 49 Insertyour own title Market Development Strategy Diversification Strategy Product Development Strategy Market Penetration Strategy Current New New Current Market Use a different color for the strategic option you recommend the company to choose Products Recommendation Caption: Part of the Management Consulting Toolkit
  • 50.
    Let’s now zoomon the Change Management Toolkit 1.Corporate & Business Strategy Toolkit 2.Management Consulting Toolkit 3.Change Management Toolkit 4.Project Management Toolkit 5.Sales, Marketing & Communication Toolkit 6.Finance and Mergers & Acquisitions Toolkit 7.Digital Transformation Toolkit 8.Operations & Supply Chain Toolkit 9.Leadership Skills Toolkit 10.Legal Toolkit 50 Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website
  • 51.
    The Change ManagementToolkit includes frameworks, tools, templates, tutorials, real-life examples and best practices to help you: 51 • Define and implement your change management strategy & plan • Define and implement your communication strategy & plan • Define and implement your sponsorship plan, coaching plan, and training plan • Define and implement your resistance management plan • Support individuals moving through change and improve organizational outcomes • Identify how each employee will be impacted by the change happening within the organization with our Audience Identification Matrix • Provide a succinct overview of a specific Change with our Change Lean Canvas • Understand the stages of personal transition with the Change Personal Transition Curve • Define what will be impacted by a change initiative (e.g. System, process, structure,…), and who will be impacted • Assess the impact of multiple changes within your companies with our Change Impact Assessment • Get a clear understanding of the 4 stages of team development • Prioritize initiatives based on impact and value with our Initiative Prioritization Matrix • Identify and mitigate your project risks and corporate risks with our Risk Register and Risk Assessment Matrix • Identify and resolve your project issues and corporate issues with our Issue Register • Understand the needs of your audience with the Maslow Hierarchy of Human Needs • Ensure that all parts of your organization are aligned and work in harmony with the McKinsey 7-S Framework • Increase your know-how with the top 32 change management tools commonly used by Fortune 100 and Global Consulting firms: ADKAR Model, Business Roadmap, Change Lean Canvas, Change Commitment Curve, Change Impact Assessment Matrix, Channel Matrix, Heart & Mind Human Drivers, Innovation Adoption Curve, Maturity Model, Mission & Vision Statement, Prosci 3-Phase Process, Team Charter, etc.
  • 52.
    The Change ManagementToolkit includes frameworks, tools, templates, tutorials, real-life examples and best practices to help you: 52 • Define and implement your change management strategy & plan • Define and implement your communication strategy & plan • Define and implement your sponsorship plan, coaching plan, and training plan • Define and implement your resistance management plan • Support individuals moving through change and improve organizational outcomes • Identify how each employee will be impacted by the change happening within the organization with our Audience Identification Matrix • Provide a succinct overview of a specific Change with our Change Lean Canvas • Understand the stages of personal transition with the Change Personal Transition Curve • Define what will be impacted by a change initiative (e.g. System, process, structure,…), and who will be impacted • Assess the impact of multiple changes within your companies with our Change Impact Assessment • Get a clear understanding of the 4 stages of team development • Prioritize initiatives based on impact and value with our Initiative Prioritization Matrix • Identify and mitigate your project risks and corporate risks with our Risk Register and Risk Assessment Matrix • Identify and resolve your project issues and corporate issues with our Issue Register • Understand the needs of your audience with the Maslow Hierarchy of Human Needs • Ensure that all parts of your organization are aligned and work in harmony with the McKinsey 7-S Framework • Increase your know-how with the top 32 change management tools commonly used by Fortune 100 and Global Consulting firms: ADKAR Model, Business Roadmap, Change Lean Canvas, Change Commitment Curve, Change Impact Assessment Matrix, Channel Matrix, Heart & Mind Human Drivers, Innovation Adoption Curve, Maturity Model, Mission & Vision Statement, Prosci 3-Phase Process, Team Charter, etc.
  • 53.
    Change Management Strategy &Plan Company: insert company name CEO: insert your own text Senior Change Manager: insert your own text Date: insert your own text Version: insert your own text Contact Email: insert your own text Insert your own logo Part of the Change Management Toolkit
  • 54.
    Table of Contents 1.Executive Summary 2. Understand the Company’s Strategy 3. Understand the Change required to implement the Strategy 4. Define your Change Management Strategy 5. Identify the Impact of the Change 6. Develop a Change Management Plan 7. Implement, Track & Manage Progress 8. Reinforce the Change 9. Exhibits 54 Part of the Change Management Toolkit
  • 55.
    Table of Contents 1.Executive Summary 2. Understand the Company’s Strategy 3. Understand the Change required to implement the Strategy 4. Define your Change Management Strategy 5. Identify the Impact of the Change 6. Develop a Change Management Plan 7. Implement, Track & Manage Progress 8. Reinforce the Change 9. Exhibits 55 Part of the Change Management Toolkit
  • 56.
    Executive Summary Change ImpactAssessment Matrix 56 Caption: Low Impact Moderate Impact Medium Impact High Impact Extreme Impact Complexity of the Change Size of the Change 1 team impacted Extreme 1 Division 1 Business Unit Medium •Insert name of the Change Moderate Low Extreme •Insert name of the Change •Insert name of the Change •Insert name of the Change High •Insert name of the Change •Insert name of the Change •Insert name of the Change Half of the Company The Executive Summary is a very important section, especially when you present during an executive committee, where you will probably not have time to go through all the slides Part of the Change Management Toolkit
  • 57.
    Let’s now zoomon the Project Management Toolkit 1.Corporate & Business Strategy Toolkit 2.Management Consulting Toolkit 3.Change Management Toolkit 4.Project Management Toolkit 5.Sales, Marketing & Communication Toolkit 6.Finance and Mergers & Acquisitions Toolkit 7.Digital Transformation Toolkit 8.Operations & Supply Chain Toolkit 9.Leadership Skills Toolkit 10.Legal Toolkit 57 Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website
  • 58.
    The Project ManagementToolkit includes frameworks, tools, templates, tutorials, real-life examples and best practices to help you: 58 • Get a clear understanding of the project management overall approach commonly used by Fortune 100 and Global Consulting firms • Build a strong business case and financial model to get your project approved by the executive committee • Estimate your project financials: revenue, cost savings, cash flow, net present value (NPV), ROI, IRR, payback period, WACC, etc. • Prioritize initiatives based on impact and value with our Initiative Prioritization Matrix • Initiate your project with a world class project charter, RACI Matrix and Stakeholder Matrix • Plan with our High-Level Project Plan and Detailed Project Plan • Implement your project with our Risk Register, Issue Register, Project Dashboards and parking Lot • Close your project with a Punch List and Post Project Evaluation Report • Define and implement your change management strategy & plan • Define and implement your communication strategy & plan • Define and implement your sponsorship plan, coaching plan, training plan and resistance management plan • Identify and mitigate your project risks with our Risk Register and Risk Assessment Matrix • Identify and resolve your project issues with our Issue Register • Increase your know-how with the top 36 project management tools commonly used by Fortune 100 and Global Consulting firms: Business Roadmap, Change Lean Canvas, Change Commitment Curve, Change Impact Assessment Matrix, Channel Matrix, Heart & Mind Human Drivers, Innovation Adoption Curve, Maturity Model, Mission & Vision Statement, Team Charter, etc.
  • 59.
    The Project ManagementToolkit includes frameworks, tools, templates, tutorials, real-life examples and best practices to help you: 59 • Get a clear understanding of the project management overall approach commonly used by Fortune 100 and Global Consulting firms • Build a strong business case and financial model to get your project approved by the executive committee • Estimate your project financials: revenue, cost savings, cash flow, net present value (NPV), ROI, IRR, payback period, WACC, etc. • Prioritize initiatives based on impact and value with our Initiative Prioritization Matrix • Initiate your project with a world class project charter, RACI Matrix and Stakeholder Matrix • Plan with our High-Level Project Plan and Detailed Project Plan • Implement your project with our Risk Register, Issue Register, Project Dashboards and parking Lot • Close your project with a Punch List and Post Project Evaluation Report • Define and implement your change management strategy & plan • Define and implement your communication strategy & plan • Define and implement your sponsorship plan, coaching plan, training plan and resistance management plan • Identify and mitigate your project risks with our Risk Register and Risk Assessment Matrix • Identify and resolve your project issues with our Issue Register • Increase your know-how with the top 36 project management tools commonly used by Fortune 100 and Global Consulting firms: Business Roadmap, Change Lean Canvas, Change Commitment Curve, Change Impact Assessment Matrix, Channel Matrix, Heart & Mind Human Drivers, Innovation Adoption Curve, Maturity Model, Mission & Vision Statement, Team Charter, etc.
  • 60.
    Initiative Prioritization Matrix Purpose 60 TheInitiative Prioritization Matrix will help you prioritize all your potential initiatives based on the following 2 criteria: Impact Effort An initiative with a high impact would mean one of the followings: • The initiative needs to happen in order to achieve the desired future state • The initiative will significantly reduce our cost or increase our revenue The “Effort” criteria is assessed based on the followings: • Ease of implementation • Time frame required • Resources required (Number of people, capital investment, etc.) Part of the Project Management Toolkit
  • 61.
    Initiative Prioritization Matrix Description 61 Thefocus should be on the initiatives that have a high impact and require a low effort Impact Effort Prioritization matrix Low High Low High Longer term initiatives (actively work to reduce required effort) Initiatives to be prioritized Unattractive initiatives (do not pursue) Low value initiatives (pursue opportunistically) Part of the Project Management Toolkit
  • 62.
    Initiative Prioritization Matrix Description 62 Seebelow the 4 steps to follow to easily prioritize your list of potential initiatives Assess the impact & effort level associated with each initiative 2 Position each initiative on the matrix 3 Mainly focus on the initiatives located in the top right of the matrix 4 List all your potential initiatives 1 Part of the Project Management Toolkit
  • 63.
    Initiative Prioritization Matrix Step1: List all your potential initiatives 63 Initiative name Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Part of the Project Management Toolkit
  • 64.
    Initiative Prioritization Matrix Step2: Assess the impact & effort level associated with each initiative 64 Initiative name Impact Effort Insert the name of the potential initiative Very high Very high Insert the name of the potential initiative High High Insert the name of the potential initiative Low Low Insert the name of the potential initiative Very low Very low Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Part of the Project Management Toolkit
  • 65.
    Initiative Prioritization Matrix Step3: Position each initiative on the matrix 65 Impact Effort Low High Low High 1.Insert the name of your initiative 2.Insert the name of your initiative 3.Insert the name of your initiative 4.Insert the name of your initiative 5.Insert the name of your initiative 1.Insert the name of your initiative 2.Insert the name of your initiative 3.Insert the name of your initiative 4.Insert the name of your initiative 5.Insert the name of your initiative 1.Insert the name of your initiative 2.Insert the name of your initiative 3.Insert the name of your initiative 4.Insert the name of your initiative 5.Insert the name of your initiative 1.Insert the name of your initiative 2.Insert the name of your initiative 3.Insert the name of your initiative 4.Insert the name of your initiative 5.Insert the name of your initiative Initiative Prioritization Matrix Part of the Project Management Toolkit
  • 66.
    Initiative Prioritization Matrix Step4: Mainly focus on the initiatives located in the top right of the matrix 66 Impact Effort Low High Low High Initiative Prioritization Matrix 1.Insert the name of your initiative 2.Insert the name of your initiative 3.Insert the name of your initiative 4.Insert the name of your initiative 5.Insert the name of your initiative 1.Insert the name of your initiative 2.Insert the name of your initiative 3.Insert the name of your initiative 4.Insert the name of your initiative 5.Insert the name of your initiative 1.Insert the name of your initiative 2.Insert the name of your initiative 3.Insert the name of your initiative 4.Insert the name of your initiative 5.Insert the name of your initiative 1.Insert the name of your initiative 2.Insert the name of your initiative 3.Insert the name of your initiative 4.Insert the name of your initiative 5.Insert the name of your initiative Part of the Project Management Toolkit
  • 67.
    The Project ManagementToolkit includes frameworks, tools, templates, tutorials, real-life examples and best practices to help you: 67 • Get a clear understanding of the project management overall approach commonly used by Fortune 100 and Global Consulting firms • Build a strong business case and financial model to get your project approved by the executive committee • Estimate your project financials: revenue, cost savings, cash flow, net present value (NPV), ROI, IRR, payback period, WACC, etc. • Prioritize initiatives based on impact and value with our Initiative Prioritization Matrix • Initiate your project with a world class project charter, RACI Matrix and Stakeholder Matrix • Plan with our High-Level Project Plan and Detailed Project Plan • Implement your project with our Risk Register, Issue Register, Project Dashboards and parking Lot • Close your project with a Punch List and Post Project Evaluation Report • Define and implement your change management strategy & plan • Define and implement your communication strategy & plan • Define and implement your sponsorship plan, coaching plan, training plan and resistance management plan • Identify and mitigate your project risks with our Risk Register and Risk Assessment Matrix • Identify and resolve your project issues with our Issue Register • Increase your know-how with the top 36 project management tools commonly used by Fortune 100 and Global Consulting firms: Business Roadmap, Change Lean Canvas, Change Commitment Curve, Change Impact Assessment Matrix, Channel Matrix, Heart & Mind Human Drivers, Innovation Adoption Curve, Maturity Model, Mission & Vision Statement, Team Charter, etc.
  • 68.
    Detailed Project Plan 68 Toaccess a sample of the Excel Template, open the Excel Document which is part of your sample Part of the Project Management Toolkit
  • 69.
    Let’s now zoomon the Sales, Marketing & Communication Toolkit 1.Corporate & Business Strategy Toolkit 2.Management Consulting Toolkit 3.Change Management Toolkit 4.Project Management Toolkit 5.Sales, Marketing & Communication Toolkit 6.Finance and Mergers & Acquisitions Toolkit 7.Digital Transformation Toolkit 8.Operations & Supply Chain Toolkit 9.Leadership Skills Toolkit 10.Legal Toolkit 69 Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website
  • 70.
    The Sales, Marketing& Communication Toolkit includes frameworks, tools, templates, tutorials, real-life examples and best practices to help you: 70 • Define and implement your sales strategy & plan • Define and implement your marketing strategy & plan • Define and implement your communication strategy & plan • Define and implement your pricing strategy
  • 71.
    The Sales, Marketing& Communication Toolkit includes frameworks, tools, templates, tutorials, real-life examples and best practices to help you: 71 • Define and implement your sales strategy & plan • Define and implement your marketing strategy & plan • Define and implement your communication strategy & plan • Define and implement your pricing strategy
  • 72.
    Sales Strategy &Plan Insert Company Name CEO: insert your own text Chief Sales Officer: insert your own text Date: insert your own text Version: insert your own text Contact Email: insert your own text Replace this logo by your own logo Part of the Sales, Marketing & Communication Toolkit
  • 73.
    Executive Summary 73 Mission &Vision Mission: Insert your own text Vision: Insert your own text Sales Strategic Objectives Insert strategic objective #1 Insert strategic objective #2 Insert strategic objective #3 Product, Price & Promotion Product: Insert your own text Price: Insert your own text Promotion: Insert your own text Key Initiatives 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 Sales Channel Model & Strategy Sales Channel Model: Insert your own text Sales Channel Strategy: Insert your own text Budget & Headcounts Budget: Insert your own text Headcount: Insert your own text Depending on what you want to emphasize, you may decide to put different sections in the dark blue rectangle Even if this slide is the first one of the presentation, it needs to be done last Part of the Sales, Marketing & Communication Toolkit
  • 74.
    Table of Contents 74 1.Internal Analysis 2.External Analysis 3.Sales Strategy 4.Sales Plan 5.Implemen- tationSales Strategy & Plan Part of the Sales, Marketing & Communication Toolkit
  • 75.
    Let’s now zoomon the Finance and Mergers & Acquisitions Toolkit 1.Corporate & Business Strategy Toolkit 2.Management Consulting Toolkit 3.Change Management Toolkit 4.Project Management Toolkit 5.Sales, Marketing & Communication Toolkit 6.Finance and Mergers & Acquisitions Toolkit 7.Digital Transformation Toolkit 8.Operations & Supply Chain Toolkit 9.Leadership Skills Toolkit 10.Legal Toolkit 75 Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website
  • 76.
    The Finance andMergers & Acquisitions Toolkit includes frameworks, tools, templates, tutorials, real-life examples and best practices to help you: 76 • Build a strong business case and financial model to get your project approved by the executive committee • Estimate your project financials: revenue, cost savings, cash flow, net present value (NPV), ROI, IRR, payback period, WACC, etc. • Create a robust business plan to raise capital for a new venture • Write an investor & startup term sheet • Build your 3 financial statements: Income Statement, Cash Flow Statement and Balance Sheet • Build a financial model linking your 3 financial statements • Conduct a comprehensive financial analysis • Identify the key drivers of your profit to easily explain your profit growth or profit decline, and act accordingly • Conduct a commercial due diligence (CDD) to decide whether to invest in a company in light of its future performance • Understand the fundamentals of Mergers and Acquisitions • Conduct a post merger integration to ensure the company reach its cost and revenue synergy targets • Understand the fundamentals of the Venture Capitalist industry • Value businesses based on the top 3 Valuation Methods: Discounted Cash Flow (DCF) Valuation Model, Precedent Transaction Analysis and Comparable Company Analysis • Decide if your organization should acquire a new company
  • 77.
    The Finance andMergers & Acquisitions Toolkit includes frameworks, tools, templates, tutorials, real-life examples and best practices to help you: 77 • Build a strong business case and financial model to get your project approved by the executive committee • Estimate your project financials: revenue, cost savings, cash flow, net present value (NPV), ROI, IRR, payback period, WACC, etc. • Create a robust business plan to raise capital for a new venture • Write an investor & startup term sheet • Build your 3 financial statements: Income Statement, Cash Flow Statement and Balance Sheet • Build a financial model linking your 3 financial statements • Conduct a comprehensive financial analysis • Identify the key drivers of your profit to easily explain your profit growth or profit decline, and act accordingly • Conduct a commercial due diligence (CDD) to decide whether to invest in a company in light of its future performance • Understand the fundamentals of Mergers and Acquisitions • Conduct a post merger integration to ensure the company reach its cost and revenue synergy targets • Understand the fundamentals of the Venture Capitalist industry • Value businesses based on the top 3 Valuation Methods: Discounted Cash Flow (DCF) Valuation Model, Precedent Transaction Analysis and Comparable Company Analysis • Decide if your organization should acquire a new company
  • 78.
    There are 3main growth strategies available to companies 78 Organic Growth Strategy Mergers and acquisitions Strategy Strategic Alliances Strategy 1 2 3 Part of the Finance and Mergers & Acquisitions Toolkit
  • 79.
    Organic Growth Strategy OrganicGrowth Strategy Description Advantages Disadvantages Often perceived as the default growth option for companies, an organic growth strategy relies on developing a company’s internal resources and capabilities • Provides deeper first-hand knowledge that is likely to be internalized in the company • Helps spread investment over time and reduce upfront commitment • There are no availability constraints, that is to say that the company is not dependent on the availability of suitable acquisition targets or potential alliance partners • Strategic independence • Creation of new activities within the existing culture environment • Can be slow, expensive, and risky • Difficult to use existing capabilities as the platform for major leaps in terms of innovation, diversification, or internationalization 79 Part of the Finance and Mergers & Acquisitions Toolkit
  • 80.
    Mergers and acquisitionsStrategy Merger and acquisition Strategy Description Advantages Disadvantages Mergers and acquisitions (M&A) bring together companies through complete changes in ownership. It has been used by companies for centuries and remains a major way for companies to expand rapidly • Business extension: M&A can be used to extend the reach of a firm in terms of geography, products, or markets • Building capabilities: M&A may increase a company’s capabilities • Increase market power by reducing competition and increasing bargaining power with suppliers • Increase efficiency: by sharing resources and capabilities • Speed: M&A allows acquirers to act fast • Financial efficiency: by combining the 2 balance sheets • Tax efficiency • Important investment upfront • Potential culture clash between the 2 companies • High failure rate • Sometimes excessive initial valuations, exaggerated expectations of strategic fit, and underestimated problems of organizational fit 80 Part of the Finance and Mergers & Acquisitions Toolkit
  • 81.
    Let’s now zoomon the Digital Transformation Toolkit 1.Corporate & Business Strategy Toolkit 2.Management Consulting Toolkit 3.Change Management Toolkit 4.Project Management Toolkit 5.Sales, Marketing & Communication Toolkit 6.Finance and Mergers & Acquisitions Toolkit 7.Digital Transformation Toolkit 8.Operations & Supply Chain Toolkit 9.Leadership Skills Toolkit 10.Legal Toolkit 81 Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website
  • 82.
    The Digital TransformationToolkit includes frameworks, tools, templates, tutorials, real-life examples and best practices to help you: 82 • Assess the digital maturity of your organization • Define and implement your digital transformation strategy & plan • Build a strong business case and financial model to get your digital transformation projects approved by the executive committee • Estimate your project financials: revenue, cost savings, cash flow, net present value (NPV), ROI, IRR, payback period, WACC, etc. • Define and implement your change management strategy & plan to ensure people adoption of the changes • Get a clear understanding of the project management overall approach commonly used by Fortune 100 and Global Consulting firms • Prioritize digital transformation initiatives based on impact and value with our Initiative Prioritization Matrix • Initiate your digital transformation project/program with a world class project charter, RACI Matrix and Stakeholder Matrix • Plan with our High-Level Project Plan and Detailed Project Plan • Implement your project with our Risk Register, Issue Register, Project Dashboards and parking Lot • Close your project with a Punch List and Post Project Evaluation Report • Define and implement your communication strategy & plan • Identify and mitigate your project risks with our Risk Register and Risk Assessment Matrix • Identify and resolve your project issues with our Issue Register • Get an understanding of the top 12 main New Technologies that could make your company grow in a profitable way: Big Data, Artificial Intelligence, Cloud Computing, Cyber security, Blockchain, Internet of Things, Digital Marketing, 3-D Printing, etc.
  • 83.
    The Digital TransformationToolkit includes frameworks, tools, templates, tutorials, real-life examples and best practices to help you: 83 • Assess the digital maturity of your organization • Define and implement your digital transformation strategy & plan • Build a strong business case and financial model to get your digital transformation projects approved by the executive committee • Estimate your project financials: revenue, cost savings, cash flow, net present value (NPV), ROI, IRR, payback period, WACC, etc. • Define and implement your change management strategy & plan to ensure people adoption of the changes • Get a clear understanding of the project management overall approach commonly used by Fortune 100 and Global Consulting firms • Prioritize digital transformation initiatives based on impact and value with our Initiative Prioritization Matrix • Initiate your digital transformation project/program with a world class project charter, RACI Matrix and Stakeholder Matrix • Plan with our High-Level Project Plan and Detailed Project Plan • Implement your project with our Risk Register, Issue Register, Project Dashboards and parking Lot • Close your project with a Punch List and Post Project Evaluation Report • Define and implement your communication strategy & plan • Identify and mitigate your project risks with our Risk Register and Risk Assessment Matrix • Identify and resolve your project issues with our Issue Register • Get an understanding of the top 12 main New Technologies that could make your company grow in a profitable way: Big Data, Artificial Intelligence, Cloud Computing, Cyber security, Blockchain, Internet of Things, Digital Marketing, 3-D Printing, etc.
  • 84.
    Digital maturity assessment Description(1/2) 84 Level 1 - Basic Level 2 - Medium Level 3 - Good Level 4 - World-class Customer Experience • Only a single channel, which is often a physical store • React to customer needs • Multiple channels but often siloed, with the ecommerce department often seen as a separate entity • Start to proactively answer customer needs, and influence buying decisions • Actively transitioning from a multi channel to an omni-channel model • Proactively answer customer needs, and influence buying decisions • Omni-channel model where channels are integrated, allowing a seamless customer experience • Meet the needs of customers even before they become aware of those needs (with Internet of Things) Data & Insights • Barely no data • Barely no insight • The company has some data • A team of people manually analyze and provide insight to the rest of the company • The company has a Big Data solution gathering a lot of data • Automatic reporting with key insights • Almost a 360-degree view of the customer • The company has a Big Data solution gathering a lot of data • Automatic reporting providing a lot of key insights in real time • A 360-degree view of the customer This digital maturity assessment will help identify where you are today and where you want to be in the future. It includes 10 sections spread in 2 slides, which may have to be updated based on the specificities of your industry and organization. Buy the Digital Transformation Toolkit to unlock content Visit Website Part of the Digital Transformation Toolkit
  • 85.
    The Digital TransformationToolkit includes frameworks, tools, templates, tutorials, real-life examples and best practices to help you: 85 • Assess the digital maturity of your organization • Define and implement your digital transformation strategy & plan • Build a strong business case and financial model to get your digital transformation projects approved by the executive committee • Estimate your project financials: revenue, cost savings, cash flow, net present value (NPV), ROI, IRR, payback period, WACC, etc. • Define and implement your change management strategy & plan to ensure people adoption of the changes • Get a clear understanding of the project management overall approach commonly used by Fortune 100 and Global Consulting firms • Prioritize digital transformation initiatives based on impact and value with our Initiative Prioritization Matrix • Initiate your digital transformation project/program with a world class project charter, RACI Matrix and Stakeholder Matrix • Plan with our High-Level Project Plan and Detailed Project Plan • Implement your project with our Risk Register, Issue Register, Project Dashboards and parking Lot • Close your project with a Punch List and Post Project Evaluation Report • Define and implement your communication strategy & plan • Identify and mitigate your project risks with our Risk Register and Risk Assessment Matrix • Identify and resolve your project issues with our Issue Register • Get an understanding of the top 12 main New Technologies that could make your company grow in a profitable way: Big Data, Artificial Intelligence, Cloud Computing, Cyber security, Blockchain, Internet of Things, Digital Marketing, 3-D Printing, etc.
  • 86.
    Digital Transformation Lean BusinessCase CEO: insert your own text Chief Digital Officer: insert your own text Author: insert your own text Board Meeting Date: insert your own text Version No: E.g. 1.0 for final / 0.1 for drafts Bank Corp Part of the Digital Transformation Toolkit
  • 87.
    Introduction 87 • This presentationis a Digital Transformation Lean Business Case presented to the Board of one of our clients, a leading European retail bank. • The objective was to convince the Board to invest $100 million in a Digital Transformation Program. • The name and data have been changed for confidentiality reasons. Part of the Digital Transformation Toolkit
  • 88.
    • Bank Corp’sshareholders expect an ambitious compound annual revenue growth rate of 15% over the next 5 years • The Banking industry is mature, with an expected compound annual revenue growth rate of only 3% over the next 5 years • A Business model shift is required in order to meet our shareholders expectations Situation Executive Summary 88 We recommend to invest $100 million in a Digital Transformation Program in order to shift our business model from a linear Value Chain model to a digital ecosystem model Recommendation An increasingly “digitally friendly world” A low Digital Maturity within Bank Corp A digital model would drive profitable growth A great return on investment Reason #1 Reason #2 Reason #3 Reason #4 • The number of connected devices worldwide will be 50+ Billion in 2020 • The use of the online and mobile channels are becoming increasingly important in the banking industry • The digital maturity of Bank Corp customer experience is low • The digital maturity of Bank Corp operations is low • A digital ecosystem model would generate $150+ million of additional revenue over the next 5 years • A digital ecosystem model would generate circa $50+ million of cost savings over the next 5 years • These additional revenue and cost savings would be driven by 5 key projects • Investing $100 Million in a digital ecosystem model would generate a 100%+ return on investment Part of the Digital Transformation Toolkit
  • 89.
    Situation Bank Corp’s shareholdersexpect an ambitious compound annual revenue growth rate of 15% over the next 5 years 89 1.00 1.15 1.32 1.52 1.75 2016 2017 2018 2019 2020 Bank Corp Expected Profit (in Billion $) Compound annual revenue growth rate: +15% Part of the Digital Transformation Toolkit
  • 90.
    The Digital TransformationToolkit includes frameworks, tools, templates, tutorials, real-life examples and best practices to help you: 90 • Assess the digital maturity of your organization • Define and implement your digital transformation strategy & plan • Build a strong business case and financial model to get your digital transformation projects approved by the executive committee • Estimate your project financials: revenue, cost savings, cash flow, net present value (NPV), ROI, IRR, payback period, WACC, etc. • Define and implement your change management strategy & plan to ensure people adoption of the changes • Get a clear understanding of the project management overall approach commonly used by Fortune 100 and Global Consulting firms • Prioritize digital transformation initiatives based on impact and value with our Initiative Prioritization Matrix • Initiate your digital transformation project/program with a world class project charter, RACI Matrix and Stakeholder Matrix • Plan with our High-Level Project Plan and Detailed Project Plan • Implement your project with our Risk Register, Issue Register, Project Dashboards and parking Lot • Close your project with a Punch List and Post Project Evaluation Report • Define and implement your communication strategy & plan • Identify and mitigate your project risks with our Risk Register and Risk Assessment Matrix • Identify and resolve your project issues with our Issue Register • Get an understanding of the top 12 main New Technologies that could make your company grow in a profitable way: Big Data, Artificial Intelligence, Cloud Computing, Cyber security, Blockchain, Internet of Things, Digital Marketing, 3-D Printing, etc.
  • 91.
    Digital Marketing 3-DPrinting Drones Robots Virtual Reality Big Data Artificial Intelligence Cloud Computing Cyber Security Blockchain Internet of Things Augmented reality Technologies to consider to reach our Strategic Objectives Replace this text with the key takeaway of this Powerpoint slide. 91 It is important to have a good understanding of each new technology, even if it seems like it is not applicable in your industry or no one is doing it in your industry. After studying all the new technologies, you may find new ideas to improve your business, or even disrupt your own business model Part of the Digital Transformation Toolkit
  • 92.
    Why are weconsidering the Big Data for our organization? 92 Big data is a term that describes the large volume of data, both structured and unstructured, that inundates a business on a day-to-day basis. But it’s not the amount of data that’s important. It is what organizations do with the data that matters. Big data can be analyzed for insights that lead to better tactical and strategical decisions. While the term “big data” is relatively new, the act of gathering and storing large amounts of information for eventual analysis is ages old. The concept gained momentum in the early 2000s when industry analyst Doug Laney articulated the now-mainstream definition of big data as the three Vs: • Volume: Organizations collect data from a variety of sources, including business transactions, social media and information from sensor or machine-to-machine data. In the past, storing it would’ve been a problem, but today, new technologies have eased the challenge. • Velocity: Data streams in at an unprecedented speed and must be dealt with in a timely manner. RFID tags, sensors and smart metering are driving the need to deal with torrents of data in near-real time. • Variety: Data comes in all types of formats, from structured, numeric data in traditional databases to unstructured text documents, email, video, audio, stock ticker data and financial transactions. The amount of data in our world has been exploding, and analyzing large data sets will become a key basis of competition, underpinning new waves of productivity growth, innovation, and consumer surplus, according to research by MGI and McKinsey's Business Technology Office. The next slides deep dive in each technology Part of the Digital Transformation Toolkit
  • 93.
    Examples of industryusing Big Data 93 Government Manufacturing Banking Health care Retail Education With large amounts of information streaming in from countless sources, banks are faced with finding new and innovative ways to manage big data. Big Data and Analytics help banks better understand customers and minimize risk. Big data brings big insights, but it also requires financial institutions to stay one step ahead of the game with advanced analytics. Educators armed with data-driven insight can make a significant impact on school systems, students and curriculums. By analyzing big data, they can identify at- risk students, make sure students are making adequate progress, and can implement a better system for evaluation and support of teachers and principals. When government agencies are able to harness and apply analytics to their big data, they gain significant ground when it comes to managing utilities, running agencies, dealing with traffic congestion or preventing crime. But while there are many advantages to big data, governments must also address issues of transparency and privacy. Patient records. Treatment plans. Prescription information. When it comes to health care, everything needs to be done quickly, accurately, and, in some cases, with enough transparency to satisfy stringent industry regulations. When big data is managed effectively, health care providers can uncover hidden insights that improve patient care. Armed with insight that big data can provide, manufacturers can boost quality and output while minimizing waste – processes that are key in today’s highly competitive market. More and more manufacturers are working in an analytics-based culture, which means they can solve problems faster and make more agile business decisions. Customer relationship building is critical to the retail industry – and the best way to manage that is to manage big data. Retailers need to know the best way to market to customers, the most effective way to handle transactions, and the most strategic way to bring back lapsed business. Big data remains at the heart of all those things. The next 15 slides are self explanatory and do not include any comments or instructions Part of the Digital Transformation Toolkit
  • 94.
    Where does BigData come from? The sources for big data generally fall into one of three categories 94 Social media data Publicly available data Streaming data This category includes data that reaches your IT systems from a web of connected devices, often part of the IoT. You can analyze this data as it arrives and make decisions on what data to keep, what not to keep and what requires further analysis. The data on social interactions is an increasingly attractive set of information, particularly for marketing, sales and support functions. It's often in unstructured or semistructured forms, so it poses a unique challenge when it comes to consumption and analysis. Massive amounts of data are available through open data sources like the US government’s data.gov, the CIA World Factbook or the European Union Open Data Portal. Part of the Digital Transformation Toolkit
  • 95.
    Let’s now zoomon the Operations & Supply Chain Toolkit 1.Corporate & Business Strategy Toolkit 2.Management Consulting Toolkit 3.Change Management Toolkit 4.Project Management Toolkit 5.Sales, Marketing & Communication Toolkit 6.Finance and Mergers & Acquisitions Toolkit 7.Digital Transformation Toolkit 8.Operations & Supply Chain Toolkit 9.Leadership Skills Toolkit 10.Legal Toolkit 95 Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website
  • 96.
    The Operations &Supply Chain Toolkit includes frameworks, tools, templates, tutorials, real-life examples and best practices to help you: 96 • Build a strong business case and financial model to get your project approved by the executive committee • Estimate your project financials: revenue, cost savings, cash flow, net present value (NPV), ROI, IRR, payback period, WACC, etc. • Identify and mitigate your project risks with our Risk Register and Risk Assessment Matrix • Identify and resolve your project issues with our Issue Register • Define and implement your digital transformation strategy & plan • Conduct a post merger integration to ensure the company reach its cost and revenue synergy targets • Get a clear understanding of the 5 Phases of Supply Chain Management • Define & implement your supply chain strategy • Analyze your value chain • Assess the maturity of your Procurement Management • Prioritize your initiatives based on impact and value with our Initiative Prioritization Matrix • Get a clear understanding of the fundamentals of Business Process Management (BPM) • Get a clear understanding of the fundamentals of Lean Six Sigma (LSS) • Define and implement your pricing strategy
  • 97.
    The Operations &Supply Chain Toolkit includes frameworks, tools, templates, tutorials, real-life examples and best practices to help you: 97 • Build a strong business case and financial model to get your project approved by the executive committee • Estimate your project financials: revenue, cost savings, cash flow, net present value (NPV), ROI, IRR, payback period, WACC, etc. • Identify and mitigate your project risks with our Risk Register and Risk Assessment Matrix • Identify and resolve your project issues with our Issue Register • Define and implement your digital transformation strategy & plan • Conduct a post merger integration to ensure the company reach its cost and revenue synergy targets • Get a clear understanding of the 5 Phases of Supply Chain Management • Define & implement your supply chain strategy • Analyze your value chain • Assess the maturity of your Procurement Management • Prioritize your initiatives based on impact and value with our Initiative Prioritization Matrix • Get a clear understanding of the fundamentals of Business Process Management (BPM) • Get a clear understanding of the fundamentals of Lean Six Sigma (LSS) • Define and implement your pricing strategy
  • 98.
    Introduction 98 Supply Chain Managementis the optimization of the flow of materials, information and funds between and among all participating enterprises Supplier Factory Warehouse Distributor Customer Products Information Funds Part of the Operations & Supply Chain Toolkit
  • 99.
    The Supply ChainManagement process includes 5 phases: 99 2.Demand & Supply Chain Planning 3.Sourcing & Procurement 4.Manufacturing 5.Logistics & Distribution 1.Supply Chain Strategy Part of the Operations & Supply Chain Toolkit
  • 100.
    Zoom on Phase1:Supply Chain Strategy 100 2.Demand & Supply Chain Planning 3.Sourcing & Procurement 4.Manufacturing 5.Logistics & Distribution 1.Supply Chain Strategy Part of the Operations & Supply Chain Toolkit
  • 101.
    Zoom on Phase1:Supply Chain Strategy 101 2.Demand & Supply Chain Planning 3.Sourcing & Procurement 4.Manufacturing 5.Logistics & Distribution 1.Supply Chain Strategy • Key steps & activities • Best Practices, Tips & Templates Part of the Operations & Supply Chain Toolkit
  • 102.
    Defining a robustSupply Chain Strategy usually requires a 3 to 6 months Project 102 The Project is often outsourced to a Consulting firm to avoid any conflict of interest The top 5 steps that the Consultants will have to carry out are: 1 Understand Current State 2 Gather Best Practices & Benchmarks 3 Develop Future State 4 Conduct Gap Analysis between the desired Future State & the Current State 5 Build a Roadmap to cross the bridge between the desired Future State & the Current State Part of the Operations & Supply Chain Toolkit
  • 103.
    Let’s now zoomon the Leadership Skills Toolkit 1.Corporate & Business Strategy Toolkit 2.Management Consulting Toolkit 3.Change Management Toolkit 4.Project Management Toolkit 5.Sales, Marketing & Communication Toolkit 6.Finance and Mergers & Acquisitions Toolkit 7.Digital Transformation Toolkit 8.Operations & Supply Chain Toolkit 9.Leadership Skills Toolkit 10.Legal Toolkit 103 Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website
  • 104.
    The Leadership Toolkitincludes frameworks, tools, templates, tutorials, real- life examples and best practices to help you: 104 • Structure your presentations and recommendations like a tier-1 management consultant • Communicate effectively • Develop your negotiating skills • Develop your managerial skills • Improve your time management • Develop your leadership skills • Define your personal mission statement, vision statement, values and objectives
  • 105.
    The Leadership Toolkitincludes frameworks, tools, templates, tutorials, real- life examples and best practices to help you: 105 • Structure your presentations and recommendations like a tier-1 management consultant • Communicate effectively • Develop your negotiating skills • Develop your managerial skills • Improve your time management • Develop your leadership skills • Define your personal mission statement, vision statement, values and objectives
  • 106.
    Table of contents 106 Behavioral Skills PresentationSkills Effective Communication Negotiations Skills Leadership Team management Time Management Part of the Leadership Toolkit
  • 107.
    Table of contents 107 Behavioral Skills PresentationSkills Effective Communication Negotiations Skills Leadership Team management Time Management Part of the Leadership Toolkit
  • 108.
    What is themost well-known principle used by Consultants and Executives to make breakthrough presentations? 108 Part of the Leadership Toolkit
  • 109.
    What is themost well-known principle used by Consultants and Executives to make breakthrough presentations? 109 The Pyramid Principle, also called the Minto Pyramid Principle Part of the Leadership Toolkit
  • 110.
    Create a pyramidwith your answer and supporting arguments - Template 110 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 Part of the Leadership Toolkit
  • 111.
    Let’s now zoomon the Legal Toolkit 1.Corporate & Business Strategy Toolkit 2.Management Consulting Toolkit 3.Change Management Toolkit 4.Project Management Toolkit 5.Sales, Marketing & Communication Toolkit 6.Finance and Mergers & Acquisitions Toolkit 7.Digital Transformation Toolkit 8.Operations & Supply Chain Toolkit 9.Leadership Skills Toolkit 10.Legal Toolkit 111 Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website Visit Website
  • 112.
    The Legal Toolkitincludes templates to help you: 112 • Write a business consultant agreement • Write an investor & startup term sheet • Write a non-disclosure agreement • Write a non-compete agreement
  • 113.
    The Legal Toolkitincludes templates to help you: 113 • Write a business consultant agreement • Write an investor & startup term sheet • Write a non-disclosure agreement • Write a non-compete agreement
  • 114.
    All our Legaltemplates have been created in word. All you need to do is replace the text highlighted in yellow by your own words 114 Part of the Legal Toolkit