This Toolkit was created by ex-McKinsey & Deloitte Consultants, and JP Morgan Investment Bankers, after more than 1,000 hours of work. It is considered the world's best & most comprehensive Finance & Investment Toolkit. It includes all the Frameworks, Tools & Templates required to improve the capability of your organization and boost your career. You can download the entire Toolkit in Powerpoint and Excel at www.slidebooks.com
This Strategy Toolkit was created by ex-McKinsey, Deloitte and BCG Strategy Consultants, after more than 3,000 hours of work. It is considered the world's best & most comprehensive Strategy Toolkit. It includes all the Frameworks, Analysis Tools & Document Templates required to excel in a Strategy position and define & implement a winning Strategy for your organization. This Slideshare presentation is only a small sample of our Toolkit. You can download the entire Toolkit at www.slidebooks.com
Project Management Overall Approach created by ex-McKinsey, Deloitte & BCG Consultants specialized in Project Management. Powerpoint version Downloadable at www.slidebooks.com.
Leadership and Managerial Skills Toolkit - Framework, Best Practices and Temp...Aurelien Domont, MBA
This Toolkit was created by ex-McKinsey, Deloitte & BCG Management Consultants specialized in coaching leaders and managers. It will help you (I) Resolve complex problems and structure your reasoning, (II) Communicate effectively, (III) Negotiate effectively, (IV) Manage your time, (V) Manage your team, (VI) Define who you want to be, and what you want to achieve. This Toolkit was used to train the leadership team and the managers of multiple Fortune Global 1000 firms. This Slideshare Powerpoint presentation is only a small preview of our Toolkit. You can download the entire Toolkit in Powerpoint and Excel at www.slidebooks.com
Go to www.slidebooks.com to access the editable version in Powerpoint and Excel of this Business Toolkit created by former management consultants from Deloitte and McKinsey.
Management Consulting Toolkit with Great Powerpoint PresentationsAurelien Domont, MBA
Go to www.slidebooks.com to Download and Reuse Now a Management Consulting Toolkit with Great Powerpoint Presentations | Created By ex-McKinsey & Deloitte Consultants.
Management Consulting Toolkit - Framework, Best Practices and TemplatesAurelien Domont, MBA
This Toolkit was created by ex-McKinsey, Deloitte & BCG Consultants, after 2,000+ hours of work. It is considered the world's best & most comprehensive Management Consulting Toolkit. It includes all the Frameworks, Tools & Document Templates required to improve the Management Consulting Capability of your organization & excel as a Management Consultant. This Slideshare Powerpoint presentation is only a small preview of our Toolkit. You can download the entire Toolkit at www.slidebooks.com
Operational Excellence Models, Strategies, Principles & ToolsAurelien Domont, MBA
Toolkit Downloadable at www.slidebooks.com | Created By ex-McKinsey & Deloitte Consultants | Download and Reuse Now 10+ Operational Excellence Models, Strategies, Principles & Tools.
This Strategy Toolkit was created by ex-McKinsey, Deloitte and BCG Strategy Consultants, after more than 3,000 hours of work. It is considered the world's best & most comprehensive Strategy Toolkit. It includes all the Frameworks, Analysis Tools & Document Templates required to excel in a Strategy position and define & implement a winning Strategy for your organization. This Slideshare presentation is only a small sample of our Toolkit. You can download the entire Toolkit at www.slidebooks.com
Project Management Overall Approach created by ex-McKinsey, Deloitte & BCG Consultants specialized in Project Management. Powerpoint version Downloadable at www.slidebooks.com.
Leadership and Managerial Skills Toolkit - Framework, Best Practices and Temp...Aurelien Domont, MBA
This Toolkit was created by ex-McKinsey, Deloitte & BCG Management Consultants specialized in coaching leaders and managers. It will help you (I) Resolve complex problems and structure your reasoning, (II) Communicate effectively, (III) Negotiate effectively, (IV) Manage your time, (V) Manage your team, (VI) Define who you want to be, and what you want to achieve. This Toolkit was used to train the leadership team and the managers of multiple Fortune Global 1000 firms. This Slideshare Powerpoint presentation is only a small preview of our Toolkit. You can download the entire Toolkit in Powerpoint and Excel at www.slidebooks.com
Go to www.slidebooks.com to access the editable version in Powerpoint and Excel of this Business Toolkit created by former management consultants from Deloitte and McKinsey.
Management Consulting Toolkit with Great Powerpoint PresentationsAurelien Domont, MBA
Go to www.slidebooks.com to Download and Reuse Now a Management Consulting Toolkit with Great Powerpoint Presentations | Created By ex-McKinsey & Deloitte Consultants.
Management Consulting Toolkit - Framework, Best Practices and TemplatesAurelien Domont, MBA
This Toolkit was created by ex-McKinsey, Deloitte & BCG Consultants, after 2,000+ hours of work. It is considered the world's best & most comprehensive Management Consulting Toolkit. It includes all the Frameworks, Tools & Document Templates required to improve the Management Consulting Capability of your organization & excel as a Management Consultant. This Slideshare Powerpoint presentation is only a small preview of our Toolkit. You can download the entire Toolkit at www.slidebooks.com
Operational Excellence Models, Strategies, Principles & ToolsAurelien Domont, MBA
Toolkit Downloadable at www.slidebooks.com | Created By ex-McKinsey & Deloitte Consultants | Download and Reuse Now 10+ Operational Excellence Models, Strategies, Principles & Tools.
Post Merger Integration Toolkit - Framework, Best Practices and TemplatesAurelien Domont, MBA
This Toolkit was created by ex-McKinsey, Deloitte and BCG Management Consultants, after more than 2000 hours of work. It is considered the world's best & most comprehensive Post Merger Integration Toolkit. It includes all the Frameworks, Tools & Templates required to increase the value creation of your Mergers & Acquisitions. This Slideshare Powerpoint presentation is only a small preview of our Toolkit. You can download the entire Toolkit in Powerpoint and Excel at www.slidebooks.com
Go to www.slidebooks.com to access the editable version in Powerpoint and Excel of this Management Consultant Toolkit created by former management consultants from Deloitte and McKinsey.
Strategic Planning Toolkit - Framework, Best Practices and TemplatesAurelien Domont, MBA
This Strategic Planning Toolkit was created by ex-McKinsey, Deloitte and BCG Strategy Consultants, after more than 2,000 hours of work. It is considered the world's best & most comprehensive Strategic Planning Toolkit. It includes all the Frameworks, Analysis Tools & Document Templates required to improve your Strategic Planning capability, and become the subject matter expert of your organization. This Slideshare Powerpoint presentation is only a small preview of our Toolkit. You can download the entire Toolkit in Powerpoint and Excel at www.slidebooks.com
Easily define & implement your Digital Transformation Strategy & Plan by leveraging this 10-step Template. Created by ex-McKinsey, Deloitte and BCG Consultants specialized in Digital Strategy, after more than 600 hours of work. Don’t reinvent the wheel. Download Now. To download the whole template, go to www.slidebooks.com.
Business Plan and Entrepreneurship Toolkit - Framework, Best Practices and Te...Aurelien Domont, MBA
This Toolkit was created by ex-McKinsey, Deloitte and BCG Consultants and Entrepreneurs, after more than 2,000 hours of work. It is considered the world's best & most comprehensive Entrepreneurship Toolkit. It includes all the Frameworks, Tools & Templates required to build, run and scale your own Business and excel as an Entrepreneur. This Slideshare Powerpoint presentation is only a small preview of our Toolkit. You can download the entire Toolkit in Powerpoint and Excel at www.slidebooks.com
Management consultant toolkit in Powerpoint & Excel created by ex-Deloitte & McKinsey Consultants. Huge time saver.
Download the toolkit at www.slidebooks.com
Complete Business Frameworks Toolkit - Strategy, Marketing, Operations, Consu...Flevy.com Best Practices
Download this primer now from slideshare.
Full version here:
https://flevy.com/browse/business-document/complete-consulting-frameworks-toolkit-644
This is a very comprehensive document with over 350+ slides--covering 51 common management consulting frameworks and methodologies (listed below in alphabetical order). A detailed summary is provided for each business framework. The frameworks in this deck span across Corporate Strategy, Sales, Marketing, Operations, Organization, Change Management, and Finance.
These frameworks and templates are the same used by top tier consulting firms. With this comprehensive document in your back pocket, you can find a way to address just about any problem that can arise in your organization.
The level of detail varies by framework, depending on the nature of the management model. Examples, templates, and case studies are provided.
FULL LIST OF MANAGEMENT CONSULTING FRAMEWORKS & METHODOLOGIES:
1. ABC Analysis
2. Adoption Cycle ( Consumer Adoption Curve)
3. Ansoff Market Strategies
4. Balanced Scorecard
5. BCG Growth-Share Matrix
6. Benchmarking
7. Blue Ocean Strategy
8. Break-even Analysis
9. Business Unit Profitability
10. Economics of Scale
11. Environmental Analysis
12. Experience Curve
13. Cluster Analysis
14. Company & Competitor Analysis
15. Consumer Decision Journey ( McKinsey Consumer Decision Journey)
16. Core Competence Analysis
17. Cost Structure Analysis
18. Customer Experience
19. Customer Satisfaction Analysis
20. Customer Value Proposition
21. Fiaccabrino Selection Process
22. Financial Ratios Analysis
23. Gap Analysis
24. Industry Attractiveness & Business Strength Assessment
25. Key Purchase Criteria
26. Key Success Factors (KSF)
27. Market Sizing & Share
28. McKinsey 7-S
29. Net Present Value
30. PEST Analysis
31. Porter Competition Strategies
32. Porter's Five Forces
33. Portfolio Strategies
34. Price Elasticity
35. Product Life Cycle
36. Product Substitution
37. Relative Cost Positioning
38. Rogers' Five Factors
39. Scenario Techniques
40. Scoring Models
41. Segment Attractiveness
42. Segmentation & Targeting
43. Six Thinking Hats
44. Stakeholder Analysis
45. Strengths & Weaknesses Analysis
46. Structure-Conduct-Performance (SCP)
47. SWOT Analysis
48. SWOT Strategies
49. Treacy / Wiersema Market Positioning
50. Value Chain Analysis
51. Venkat Matrix
This Toolkit was created by ex-McKinsey, Havas & Deloitte Consultants specialized in Marketing, Sales & Communication Strategy. It includes all the Frameworks, Tools & Templates required to help you define and execute your Sales, Marketing, Communication and Pricing Strategy & Plan. This Slideshare Powerpoint presentation is only a small preview of our Toolkit. You can download the entire Toolkit in Powerpoint and Excel at www.slidebooks.com.
Digital Transformation Toolkit - Framework, Best Practices and TemplatesAurelien Domont, MBA
This Digital Transformation Toolkit was created by ex-McKinsey, Deloitte and BCG Management Consultants, after more than 3,000 hours of work. It is considered the world's best & most comprehensive Digital Transformation Toolkit. It includes all the Frameworks, Tools & Templates required to successfully undertake the Digital Transformation of your organization.This Slideshare Powerpoint presentation is only a small preview of our Toolkit. You can download the entire Toolkit in Powerpoint and Excel at www.slidebooks.com
You can receive our Powerpoint slides by sharing this presentation and submitting your email at www.slidebooks.com | Behavioral Skills Toolkit created by ex-Deloitte Consultants | Includes Trainings on Presentation Skills, Communication kills, Negotiations Skills, Time Management, Team management, Leadership Developement
Change and Project Management Toolkit - Framework, Best Practices and TemplatesAurelien Domont, MBA
This Toolkit was created after 2,000+ hours of work by ex-McKinsey, Deloitte & BCG Consultants specialized in Change & Project Management. It is considered the world's best & most comprehensive Change & Project Management Toolkit. It includes all the Frameworks, Tools & Templates required to improve the Capability of your organization & excel as a Change Manager or Project Manager. This Slideshare Powerpoint presentation is only a small preview of our Toolkit. You can download the entire Toolkit at www.slidebooks.com
Sales Strategy and Plan Template in Powerpoint | By ex-McKinsey ConsultantsAurelien Domont, MBA
Sales Strategy and Plan Template in Powerpoint and Excel | Created by ex-McKinsey & Deloitte Consultants
The Editable version can be fully downloaded at www.slidebooks.com
Easily define & implement the Sales Strategy & Plan of your Organization.
Be more productive & save yourself hundreds of hours of work with this fully editable Sales Strategy & Plan Template.
Impress your stakeholders with a world-class approach to define & execute your Sales Strategy & Plan.
Risk Management Toolkit - Framework, Best Practices and TemplatesAurelien Domont, MBA
This Toolkit was created by ex-McKinsey, Deloitte and BCG Management Consultants specialized in risk management. It will help you easily identify, assess, prioritize and mitigate the key risks & issues of your project or company. It includes all the Frameworks, Tools & Templates to help your increase your risk management skills and the risk management capability of your company. This Slideshare Powerpoint presentation is only a small preview of our Toolkit. You can download the entire Toolkit in Powerpoint and Excel at www.slidebooks.com
Download the business model template at https://www.stratechi.com/business-model-template/ . Developed by a former McKinsey consultant, the business model strategy template is useful to develop your winning business model. Leveraging Stratechi's business model framework the template goes over mission, markets, customer segments, target geographies, value proposition, products, services, pricing, go-to-market, marketing, sales, distribution, core competencies, values, and organizational strategies.
How to create a management consulting presentationAsen Gyczew
In management consulting you are delivering your advices, observation and analyses using presentations. On some projects you may be producing as much as 200-300 slides. Slide preparation is very time-consuming and you have to make sure that you structure you work properly to deliver according to promised deadlines.
In this presentation I will show you how to prepare a great presentation for your customer that will help you deliver your thoughts in a coherent manner and win him over. I will teach you how to prepare the presentation in the right order so you do not waste your time. You will also learn what type of slides you can consider and when you should use a specific type of slide.
This presentation is based on my 12 years of experience as a consultant in top consulting companies and as a Board Member responsible for strategy, improvement and turn-arounds in biggest companies from FMCG, SMG, B2B sector that I worked for. I have not only delivered presentations on numerous projects myself but I was also receiving presentations from consulting companies such as PwC, BCG, McKinsey, EY, Accenture, OCC as a Board Member in many companies. I have seen the process of preparing and delivering presentations form all angles. On the basis of what you will find in this course and I have trained over 100 business analysts and consultants who now are Investment Directors, Senior Analyst, Directors in Consulting Companies, Board Members etc.
This Toolkit was created by ex-McKinsey, Deloitte and BCG Management Consultants after more than 3,000 hours of work. It shares our combined 100+ years of experience advising executive teams around the world. It includes all the Frameworks, Best Practices & Templates required to successfully implement an operating model and organization design initiative, and make your strategy happen.
Post Merger Integration Toolkit - Framework, Best Practices and TemplatesAurelien Domont, MBA
This Toolkit was created by ex-McKinsey, Deloitte and BCG Management Consultants, after more than 2000 hours of work. It is considered the world's best & most comprehensive Post Merger Integration Toolkit. It includes all the Frameworks, Tools & Templates required to increase the value creation of your Mergers & Acquisitions. This Slideshare Powerpoint presentation is only a small preview of our Toolkit. You can download the entire Toolkit in Powerpoint and Excel at www.slidebooks.com
Go to www.slidebooks.com to access the editable version in Powerpoint and Excel of this Management Consultant Toolkit created by former management consultants from Deloitte and McKinsey.
Strategic Planning Toolkit - Framework, Best Practices and TemplatesAurelien Domont, MBA
This Strategic Planning Toolkit was created by ex-McKinsey, Deloitte and BCG Strategy Consultants, after more than 2,000 hours of work. It is considered the world's best & most comprehensive Strategic Planning Toolkit. It includes all the Frameworks, Analysis Tools & Document Templates required to improve your Strategic Planning capability, and become the subject matter expert of your organization. This Slideshare Powerpoint presentation is only a small preview of our Toolkit. You can download the entire Toolkit in Powerpoint and Excel at www.slidebooks.com
Easily define & implement your Digital Transformation Strategy & Plan by leveraging this 10-step Template. Created by ex-McKinsey, Deloitte and BCG Consultants specialized in Digital Strategy, after more than 600 hours of work. Don’t reinvent the wheel. Download Now. To download the whole template, go to www.slidebooks.com.
Business Plan and Entrepreneurship Toolkit - Framework, Best Practices and Te...Aurelien Domont, MBA
This Toolkit was created by ex-McKinsey, Deloitte and BCG Consultants and Entrepreneurs, after more than 2,000 hours of work. It is considered the world's best & most comprehensive Entrepreneurship Toolkit. It includes all the Frameworks, Tools & Templates required to build, run and scale your own Business and excel as an Entrepreneur. This Slideshare Powerpoint presentation is only a small preview of our Toolkit. You can download the entire Toolkit in Powerpoint and Excel at www.slidebooks.com
Management consultant toolkit in Powerpoint & Excel created by ex-Deloitte & McKinsey Consultants. Huge time saver.
Download the toolkit at www.slidebooks.com
Complete Business Frameworks Toolkit - Strategy, Marketing, Operations, Consu...Flevy.com Best Practices
Download this primer now from slideshare.
Full version here:
https://flevy.com/browse/business-document/complete-consulting-frameworks-toolkit-644
This is a very comprehensive document with over 350+ slides--covering 51 common management consulting frameworks and methodologies (listed below in alphabetical order). A detailed summary is provided for each business framework. The frameworks in this deck span across Corporate Strategy, Sales, Marketing, Operations, Organization, Change Management, and Finance.
These frameworks and templates are the same used by top tier consulting firms. With this comprehensive document in your back pocket, you can find a way to address just about any problem that can arise in your organization.
The level of detail varies by framework, depending on the nature of the management model. Examples, templates, and case studies are provided.
FULL LIST OF MANAGEMENT CONSULTING FRAMEWORKS & METHODOLOGIES:
1. ABC Analysis
2. Adoption Cycle ( Consumer Adoption Curve)
3. Ansoff Market Strategies
4. Balanced Scorecard
5. BCG Growth-Share Matrix
6. Benchmarking
7. Blue Ocean Strategy
8. Break-even Analysis
9. Business Unit Profitability
10. Economics of Scale
11. Environmental Analysis
12. Experience Curve
13. Cluster Analysis
14. Company & Competitor Analysis
15. Consumer Decision Journey ( McKinsey Consumer Decision Journey)
16. Core Competence Analysis
17. Cost Structure Analysis
18. Customer Experience
19. Customer Satisfaction Analysis
20. Customer Value Proposition
21. Fiaccabrino Selection Process
22. Financial Ratios Analysis
23. Gap Analysis
24. Industry Attractiveness & Business Strength Assessment
25. Key Purchase Criteria
26. Key Success Factors (KSF)
27. Market Sizing & Share
28. McKinsey 7-S
29. Net Present Value
30. PEST Analysis
31. Porter Competition Strategies
32. Porter's Five Forces
33. Portfolio Strategies
34. Price Elasticity
35. Product Life Cycle
36. Product Substitution
37. Relative Cost Positioning
38. Rogers' Five Factors
39. Scenario Techniques
40. Scoring Models
41. Segment Attractiveness
42. Segmentation & Targeting
43. Six Thinking Hats
44. Stakeholder Analysis
45. Strengths & Weaknesses Analysis
46. Structure-Conduct-Performance (SCP)
47. SWOT Analysis
48. SWOT Strategies
49. Treacy / Wiersema Market Positioning
50. Value Chain Analysis
51. Venkat Matrix
This Toolkit was created by ex-McKinsey, Havas & Deloitte Consultants specialized in Marketing, Sales & Communication Strategy. It includes all the Frameworks, Tools & Templates required to help you define and execute your Sales, Marketing, Communication and Pricing Strategy & Plan. This Slideshare Powerpoint presentation is only a small preview of our Toolkit. You can download the entire Toolkit in Powerpoint and Excel at www.slidebooks.com.
Digital Transformation Toolkit - Framework, Best Practices and TemplatesAurelien Domont, MBA
This Digital Transformation Toolkit was created by ex-McKinsey, Deloitte and BCG Management Consultants, after more than 3,000 hours of work. It is considered the world's best & most comprehensive Digital Transformation Toolkit. It includes all the Frameworks, Tools & Templates required to successfully undertake the Digital Transformation of your organization.This Slideshare Powerpoint presentation is only a small preview of our Toolkit. You can download the entire Toolkit in Powerpoint and Excel at www.slidebooks.com
You can receive our Powerpoint slides by sharing this presentation and submitting your email at www.slidebooks.com | Behavioral Skills Toolkit created by ex-Deloitte Consultants | Includes Trainings on Presentation Skills, Communication kills, Negotiations Skills, Time Management, Team management, Leadership Developement
Change and Project Management Toolkit - Framework, Best Practices and TemplatesAurelien Domont, MBA
This Toolkit was created after 2,000+ hours of work by ex-McKinsey, Deloitte & BCG Consultants specialized in Change & Project Management. It is considered the world's best & most comprehensive Change & Project Management Toolkit. It includes all the Frameworks, Tools & Templates required to improve the Capability of your organization & excel as a Change Manager or Project Manager. This Slideshare Powerpoint presentation is only a small preview of our Toolkit. You can download the entire Toolkit at www.slidebooks.com
Sales Strategy and Plan Template in Powerpoint | By ex-McKinsey ConsultantsAurelien Domont, MBA
Sales Strategy and Plan Template in Powerpoint and Excel | Created by ex-McKinsey & Deloitte Consultants
The Editable version can be fully downloaded at www.slidebooks.com
Easily define & implement the Sales Strategy & Plan of your Organization.
Be more productive & save yourself hundreds of hours of work with this fully editable Sales Strategy & Plan Template.
Impress your stakeholders with a world-class approach to define & execute your Sales Strategy & Plan.
Risk Management Toolkit - Framework, Best Practices and TemplatesAurelien Domont, MBA
This Toolkit was created by ex-McKinsey, Deloitte and BCG Management Consultants specialized in risk management. It will help you easily identify, assess, prioritize and mitigate the key risks & issues of your project or company. It includes all the Frameworks, Tools & Templates to help your increase your risk management skills and the risk management capability of your company. This Slideshare Powerpoint presentation is only a small preview of our Toolkit. You can download the entire Toolkit in Powerpoint and Excel at www.slidebooks.com
Download the business model template at https://www.stratechi.com/business-model-template/ . Developed by a former McKinsey consultant, the business model strategy template is useful to develop your winning business model. Leveraging Stratechi's business model framework the template goes over mission, markets, customer segments, target geographies, value proposition, products, services, pricing, go-to-market, marketing, sales, distribution, core competencies, values, and organizational strategies.
How to create a management consulting presentationAsen Gyczew
In management consulting you are delivering your advices, observation and analyses using presentations. On some projects you may be producing as much as 200-300 slides. Slide preparation is very time-consuming and you have to make sure that you structure you work properly to deliver according to promised deadlines.
In this presentation I will show you how to prepare a great presentation for your customer that will help you deliver your thoughts in a coherent manner and win him over. I will teach you how to prepare the presentation in the right order so you do not waste your time. You will also learn what type of slides you can consider and when you should use a specific type of slide.
This presentation is based on my 12 years of experience as a consultant in top consulting companies and as a Board Member responsible for strategy, improvement and turn-arounds in biggest companies from FMCG, SMG, B2B sector that I worked for. I have not only delivered presentations on numerous projects myself but I was also receiving presentations from consulting companies such as PwC, BCG, McKinsey, EY, Accenture, OCC as a Board Member in many companies. I have seen the process of preparing and delivering presentations form all angles. On the basis of what you will find in this course and I have trained over 100 business analysts and consultants who now are Investment Directors, Senior Analyst, Directors in Consulting Companies, Board Members etc.
This Toolkit was created by ex-McKinsey, Deloitte and BCG Management Consultants after more than 3,000 hours of work. It shares our combined 100+ years of experience advising executive teams around the world. It includes all the Frameworks, Best Practices & Templates required to successfully implement an operating model and organization design initiative, and make your strategy happen.
This Toolkit was created by ex-McKinsey, Deloitte and BCG Consultants and Entrepreneurs, after more than 4,000 hours of work. It is considered the world's best & most comprehensive Entrepreneurship Toolkit. It includes all the Frameworks, Tools & Templates required to build, run and scale your own Business and excel as an Entrepreneur.
This Powerpoint presentation is only a small preview of our Toolkit.
You can download the entire Toolkit in Powerpoint and Excel at www.domontconsulting.com
Financial Modeling, Planning & Analysis Toolkit and TemplatesAurelien Domont, MBA
This Toolkit was created by ex-JP Morgan Investment Bankers, and McKinsey & Deloitte Consultants, after more than 4,000 hours of work. It includes all the Frameworks, Best Practices & Templates required to build strong Financial Modeling, Planning & Analysis capabilities within your organization. Build a success story such as Apple and Google, who gained a competitive advantage by mastering Financial Modeling, Planning & Analysis.
This Powerpoint presentation is only a small preview of our Toolkit.
You can download the entire Toolkit in Powerpoint and Excel at www.domontconsulting.com
Digital Transformation and IT Strategy Toolkit and TemplatesAurelien Domont, MBA
This Digital Transformation and IT Strategy Toolkit was created by ex-McKinsey, Deloitte and BCG Management Consultants, after more than 5,000 hours of work. It is considered the world's best & most comprehensive Digital Transformation and IT Strategy Toolkit. It includes all the Frameworks, Best Practices & Templates required to successfully undertake the Digital Transformation of your organization and define a robust IT Strategy.
Editable Toolkit to help you reuse our content: 700 Powerpoint slides | 35 Excel sheets | 84 minutes of Video training
This PowerPoint presentation is only a small preview of our Toolkits. For more details, visit www.domontconsulting.com
Creating an Income Statement with Forecasts: A Simple Guide and Free Excel Te...Aurelien Domont, MBA
Income statement definition
An income statement is a financial statement that reports a company's financial performance over a specific accounting period. It is one of the three important financial statements used for reporting a company’s financial performance, the other two being the balance sheet and the cash flow statement. The income statement focuses on the revenue, and expenses reported by a company during a particular period. It provides valuable insights into a company’s operations, the efficiency of its management, underperforming sectors, and its performance relative to industry peers.
The income statement is also known as the profit and loss (P&L) statement or the statement of revenue and expense. It starts with the details of sales and then works down to compute net income and eventually earnings per share (EPS). The income statement does not differentiate between cash and non-cash receipts (sales in cash vs. sales on credit) or cash vs. non-cash payments/disbursements (purchases in cash vs. purchases on credit).
Key income statement items
Revenue is the total amount of money a company earns from its operations, usually from the sale of goods or services. For example, a car manufacturer’s revenue would be the total amount of money it earns from selling cars.
Cost of Goods Sold (COGS) represents the direct costs associated with producing or delivering the goods or services sold by a company. In the auto industry, COGS would include the cost of raw materials, labor, and other expenses directly related to manufacturing vehicles.
Gross Profit is calculated by subtracting the COGS from the revenue.
Selling, General, and Administrative (SG&A) expenses represents the costs associated with a company's non-production activities, such as sales, marketing, and administrative functions. In the auto industry, SG&A expenses would include salaries of sales personnel, advertising expenses, rent for office spaces, and other costs related to running the business.
Depreciation & Amortization: Depreciation refers to the systematic allocation of the cost of a tangible asset over its useful life. Amortization, on the other hand, is the process of spreading out the cost of an intangible asset over its useful life. In the auto industry, depreciation and amortization expenses would include the depreciation of manufacturing equipment, vehicles, and amortization of patents or trademarks.
Interest Expenses represents the costs associated with borrowing money or using credit facilities. Interest expenses are incurred when a company has outstanding debt or loans. In the auto industry, interest expenses would include interest paid on loans used to finance manufacturing facilities or purchase equipment.
This PowerPoint presentation is only a small preview of our Toolkits. For more details, visit www.domontconsulting.com
GE McKinsey Matrix: Easily prioritize investments among your Business Units o...Aurelien Domont, MBA
Description
The GE-McKinsey Matrix is a portfolio management tool that helps corporations prioritize investments among their business units. It provides guidance on whether to invest, protect, harvest, or divest from a business unit based on its market attractiveness and competitive strength. The matrix is useful for corporations with a large portfolio of strategic business units.
The GE-McKinsey Matrix was developed in the 1970s by General Electric in collaboration with McKinsey & Company. The matrix compares groups of products with their competitive power and market attractiveness. The portfolios themselves are comprised of the full suite of products or services that a business offers to the market. The matrix allows a large, decentralized company to determine where best to invest its cash by judging each strategic business unit according to whether it will do well in the future. The GE-McKinsey Matrix is fundamentally a portfolio analysis that helps corporations make strategic decisions on a corporate level.
This PowerPoint presentation is only a small preview of our Toolkits. For more details, visit www.domontconsulting.com
How to define your Product/Market Growth Strategy with the Ansoff Growth Matr...Aurelien Domont, MBA
Ansoff Growth Matrix Purpose
The Ansoff Growth Matrix, also called Product/Market Growth Matrix, will help you outline the different strategies a company can use to increase market share or introduce a new product.
Description
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 assists top executives to consider 4 key strategic growth options and their respective risk.
The idea is that each time you move into a new quadrant (horizontally or vertically), risk increases.
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.
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.
Product Development is slightly riskier than Market Penetration, because you're introducing a new product into your existing market.
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.
Real-life Example
A popular example of market penetration is Coca-Cola. The company has been able to increase its sales by introducing new packaging sizes, expanding its distribution channels, and increasing its marketing efforts.
A good example of market development is Apple. The company has been able to expand its market by introducing its products to new countries and regions.
An example of diversification is Amazon. The company started as an online bookstore but has since diversified into other areas such as cloud computing, streaming services, and smart home devices.
A well-known example of product development is Tesla. The company has been able to introduce new products such as the Model S, Model X, and Model 3.
This PowerPoint presentation is only a small preview of our Toolkits. For more details, visit www.domontconsulting.com
This Toolkit was created by ex-McKinsey, Deloitte and BCG Management Consultants specialized in Supply Chain Management, after more than 5,000 hours of work. It is considered the world's best & most comprehensive Supply Chain Strategy Toolkit. It includes all the Frameworks, Best Practices & Templates required to improve your skills and the supply chain capability of your organization. Build success stories such as Walmart, Amazon and Zara who all gain a competitive advantage through supply chain improvements.
This Powerpoint presentation is only a small preview of our Toolkit.
You can download the entire Toolkit in Powerpoint and Excel at www.domontconsulting.com
This Digital Transformation Toolkit was created by ex-McKinsey, Deloitte and BCG Management Consultants, after more than 3,000 hours of work. It is considered the world's best & most comprehensive Digital Transformation Toolkit. It includes all the Frameworks, Best Practices & Templates required to successfully undertake the Digital Transformation of your organization.
This Powerpoint presentation is only a small preview of our Toolkit.
You can download the entire Toolkit in Powerpoint and Excel at www.domontconsulting.com
This Toolkit was created by ex-McKinsey, Deloitte and BCG Management Consultants specialized in Data Analytics. It includes all the Frameworks, Best Practices & Templates required to design and implement a robust data analytics strategy, and build a data-driven organization that relies on data to make informed decisions, optimize processes, identify trends, and drive overall performance. Build a success story such as Netflix who positioned itself as a leader in the streaming industry by leveraging data-driven insights.
This Powerpoint presentation is only a small preview of our Toolkit.
You can download the entire Toolkit in Powerpoint and Excel at www.domontconsulting.com
Warren Buffet Value Investing Strategy Toolkit and Excel TemplatesAurelien Domont, MBA
This Toolkit was created by former JP Morgan Investment Bankers, and McKinsey & Deloitte Consultants, after more than 3,000 hours of work studying Warren Buffet. It includes all the Frameworks, Best Practices, Templates and Excel Tools required to define and implement Warren Buffet’s value investing strategy step by step. Outperform the market by simply investing in good or great companies, fairly or undervalued, and perfectly understood.
This Powerpoint presentation is only a small preview of our Toolkit.
You can download the entire Toolkit in Powerpoint and Excel at www.domontconsulting.com
This Customer Experience Strategy & Design Thinking Toolkit was created by ex-McKinsey, Deloitte and BCG Management Consultants after 3,000+ hours of work. It includes all the Frameworks, Best Practices & Templates required to define a world-class Customer Experience Strategy and adopt a Design Thinking approach within your organization. By combining a robust customer experience strategy with a design thinking approach, Netflix was able to revolutionize the movie industry, and Airbnb doubled its revenue within a week.
This Powerpoint presentation is only a small preview of our Toolkit.
You can download the entire Toolkit in Powerpoint and Excel at www.domontconsulting.com
Leadership Development Toolkit: Templates, Training and Program FrameworkAurelien Domont, MBA
This Toolkit was created by ex-McKinsey, Deloitte & BCG Management Consultants specialized in Leadership Development. It will help you (I) Resolve complex problems, (II) Present with impact, (III) Communicate effectively, (IV) Negotiate effectively, (V) Manage your time, (VI) Manage your team, (VII) Manage your stakeholders, (VIII) Facilitate meetings and workshops, and (IX) Define your personal mission, goals and values. This Toolkit was used to train the leadership team and the managers of multiple Fortune Global 1000 firms.
This Powerpoint presentation is only a small preview of our Toolkit.
You can download the entire Toolkit in Powerpoint and Excel at www.domontconsulting.com
This Toolkit was created by ex-McKinsey, Deloitte and BCG Management Consultants specialized in Lean Six Sigma. It includes all the Frameworks, Best Practices & Templates required to adopt and implement Lean 6 Sigma within your organization using the world-class DMAIC approach. Build success stories such as Motorola who saved over $16 billion in costs and increased customer satisfaction by 15% using Lean 6 Sigma.
This Toolkit in PowerPoint and Excel includes frameworks, tools, templates, tutorials, real-life examples, best practices, and video training.
This Powerpoint presentation is only a small preview of our Toolkit.
You can download the entire Toolkit in Powerpoint and Excel at www.domontconsulting.com
Risk Management Toolkit: Strategy, Framework and Best PracticesAurelien Domont, MBA
This Toolkit was created by ex-McKinsey, Deloitte and BCG Management Consultants. It will help you define your risk management strategy, and easily identify, assess, prioritize and mitigate the key risks & issues of your project or company. It includes all the Frameworks, Tools & Templates to help your increase your risk management skills and the risk management capability of your company.
vThis Powerpoint presentation is only a small preview of our Toolkit.
You can download the entire Toolkit in Powerpoint and Excel at www.domontconsulting.com
This Toolkit was created by ex-McKinsey, Havas & Deloitte consultants specialized in Sales, Marketing and Communication. It is considered the world's best & most comprehensive Sales, Marketing and Communication Toolkit. It includes all the Frameworks, Best Practices & Templates required to design and implement a robust Sales, Marketing and Communication strategy.
This Powerpoint presentation is only a small preview of our Toolkit.
You can download the entire Toolkit in Powerpoint and Excel at www.domontconsulting.com.
This Toolkit was created by ex-McKinsey, Deloitte and BCG Management Consultants after 3,000+ hours of work. It shares our combined 100+ years of experience advising executive teams around the world. It includes all the Frameworks, Best Practices & Templates required to improve the “HR and Talent Management” function of your organization, and help you attract, develop and retain top talent.
This Powerpoint presentation is only a small preview of our Toolkit.
You can download the entire Toolkit in Powerpoint and Excel at www.domontconsulting.com.
This Toolkit includes frameworks, tools, templates, tutorials, real-life examples, best practices, and video training to help you:
-Define and Implement your HR and Talent Management Strategy: (1) Summary of the Corporate and Business Strategy, (2) HR Analysis, (3) HR and Talent Management Capability Maturity Model, (4) Current State And Target State, (5) HR and Talent Management Mission, Vision & Values, (6) Strategic Objectives & KPIs to Reach our Vision, (7) Team & Budget, (8) Guiding Principles
-Define the 10 Pillars required to reach your HR and Talent Management Strategic Objectives: (1) Capability Management, (2) Structure & Governance, (3) Culture, (4) Competency Management, (5) Recruitment, (6) Talent Development, (7) Mentoring, (8) Performance Management, (9) Reward and Recognition, (10) Reassignment & Termination
-List your Potential Initiatives for each pillar
-Create your Business Cases and Financial Models to Assess your List of Potential Initiatives
Prioritize, Plan and Implement your Projects: (1) Project Prioritization, (2) Business Roadmap, (3) Governance, (4) Dashboards, (5) Project Implementation: Agile Methodology, Design Thinking and Traditional Methodology, (6) Continuous Improvement (7) Post Projects Evaluation and Lessons Learnt, (8) Post Strategy Evaluation and Lessons Learnt
-Define and implement your change management strategy and internal communication strategy: (1) Change management strategy, (2) Change management plans, (3) Implementation, tracking and progress management, (4) Effective communication
-Engage your stakeholders effectively: (1) Stakeholder analysis, (2) Stakeholder engagement strategy, (3) Stakeholder engagement detailed plan
This Toolkit was created after 4,000+ hours of work by ex-McKinsey, Deloitte & BCG Consultants. It is considered the world's best & most comprehensive Program, Project and Change Management Toolkit. It includes all the Frameworks, Tools & Templates required to improve the Capability of your organization & excel as a Program Director, Project Manager or Change Manager.
This Powerpoint presentation is only a small preview of our Toolkit. You can download the entire Toolkit in Powerpoint and Excel at www.domontconsulting.com
This Toolkit was created by ex-McKinsey, Deloitte and BCG Management Consultants after more than 4,000 hours of work. It summarizes our combined 100+ years of experience advising executive teams around the world. And it includes all the Frameworks, Best Practices & Templates required to successfully implement an operating model and organization design initiative, and make your strategy happen.
This Powerpoint presentation is only a small preview of our Toolkit. You can download the entire Toolkit in Powerpoint and Excel at www.domontconsulting.com
The Operating Model and Organization Design Toolkit includes frameworks, tools, templates, tutorials, real-life examples, video training, and best practices to help you:
-Make your strategy happen and boost your company’s performance
Successfully implement an operating model and organization design initiative with our simple and comprehensive 7-phase approach
-(I) Carry out your business case for change: (1) Situation, key challenge and proposed solution, (2) Project objectives and key performance indicators (KPIs), (3) Project scope, approach and team, (4) Key activities and deliverables, (5) Strategic alignment, (6) Value: project initial investment, project costs, additional revenue generated, cost savings, cash flows and net present value, (7) Ease of implementation
-(II) Define your operating model and organization design: (1) Capability management, (2) Structure and governance, (3) Culture, (4) Talent management, (5) Processes, (6) Technology, (6) Culture
-(III) List your potential initiatives for each pillar
-(IV) Create your business cases and financial models to assess potential initiatives
-(V) Prioritize, plan and implement your projects: (1) Project prioritization, (2) Business roadmap, (3) Governance, (4) Dashboards, (5) Project implementation: agile methodology, design thinking and traditional methodology, (6) Continuous improvement (7) Post projects evaluation and lessons learnt, (8) Post program evaluation and lessons learnt
-(VI) Define and implement your change management strategy and internal communication strategy: (1) Change management strategy, (2) Change management plans, (3) Implementation, tracking and progress management, (4) Effective communication
-(VII) Engage your stakeholders effectively: (1) Stakeholder analysis, (2) Stakeholder engagement strategy, (3) Stakeholder engagement detailed plan
Post Merger Integration Toolkit - Frameworks, Best Practices and TemplatesAurelien Domont, MBA
This Post Merger Integration Toolkit was created by ex-McKinsey, Deloitte and BCG Management Consultants, after more than 3000 hours of work. It is considered the world's best & most comprehensive Post Merger Integration Toolkit. It includes all the Frameworks, Best Practices & Templates required to increase the value creation of your Mergers & Acquisitions.
This Slideshare Powerpoint presentation is only a small preview of our Toolkit. You can download the entire Toolkit in Powerpoint and Excel at www.domontconsulting.com
This M&A Toolkit was created by former JP Morgan Investment Bankers, and McKinsey & Deloitte Consultants, after more than 4,000 hours of work. It is considered the world's best & most comprehensive Mergers and Acquisitions Toolkit. It includes all the Frameworks, Best Practices & Templates required to improve the M&A capability of your organization and boost your personal career.
This Slideshare Powerpoint presentation is only a small preview of our Toolkit. You can download the entire Toolkit in Powerpoint and Excel at www.domontconsulting.com
This Management Consulting Toolkit was created by ex-McKinsey, Deloitte & BCG Consultants, after 4,000+ hours of work. It is considered the world's best & most comprehensive Management Consulting Toolkit. It includes all the Frameworks, Best Practices & Templates required to launch a management consulting practice and excel as a Management Consultant.
This Slideshare Powerpoint presentation is only a small preview of our Toolkit. You can download the entire Toolkit in Powerpoint and Excel at www.domontconsulting.com.
This Corporate/Business Strategy & Strategic Planning Toolkit was created by ex-McKinsey, Deloitte and BCG Strategy Consultants, after more than 5,000 hours of work. It is considered the world's best & most comprehensive Strategy Toolkit. It includes all the Frameworks, Best Practices and Templates required to define & implement a winning Corporate/Business Strategy and Strategic Plan for your organization.
This Slideshare Powerpoint presentation is only a small preview of our Toolkit. You can download the entire Toolkit in Powerpoint and Excel at www.domontconsulting.com.
"𝑩𝑬𝑮𝑼𝑵 𝑾𝑰𝑻𝑯 𝑻𝑱 𝑰𝑺 𝑯𝑨𝑳𝑭 𝑫𝑶𝑵𝑬"
𝐓𝐉 𝐂𝐨𝐦𝐬 (𝐓𝐉 𝐂𝐨𝐦𝐦𝐮𝐧𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬) is a professional event agency that includes experts in the event-organizing market in Vietnam, Korea, and ASEAN countries. We provide unlimited types of events from Music concerts, Fan meetings, and Culture festivals to Corporate events, Internal company events, Golf tournaments, MICE events, and Exhibitions.
𝐓𝐉 𝐂𝐨𝐦𝐬 provides unlimited package services including such as Event organizing, Event planning, Event production, Manpower, PR marketing, Design 2D/3D, VIP protocols, Interpreter agency, etc.
Sports events - Golf competitions/billiards competitions/company sports events: dynamic and challenging
⭐ 𝐅𝐞𝐚𝐭𝐮𝐫𝐞𝐝 𝐩𝐫𝐨𝐣𝐞𝐜𝐭𝐬:
➢ 2024 BAEKHYUN [Lonsdaleite] IN HO CHI MINH
➢ SUPER JUNIOR-L.S.S. THE SHOW : Th3ee Guys in HO CHI MINH
➢FreenBecky 1st Fan Meeting in Vietnam
➢CHILDREN ART EXHIBITION 2024: BEYOND BARRIERS
➢ WOW K-Music Festival 2023
➢ Winner [CROSS] Tour in HCM
➢ Super Show 9 in HCM with Super Junior
➢ HCMC - Gyeongsangbuk-do Culture and Tourism Festival
➢ Korean Vietnam Partnership - Fair with LG
➢ Korean President visits Samsung Electronics R&D Center
➢ Vietnam Food Expo with Lotte Wellfood
"𝐄𝐯𝐞𝐫𝐲 𝐞𝐯𝐞𝐧𝐭 𝐢𝐬 𝐚 𝐬𝐭𝐨𝐫𝐲, 𝐚 𝐬𝐩𝐞𝐜𝐢𝐚𝐥 𝐣𝐨𝐮𝐫𝐧𝐞𝐲. 𝐖𝐞 𝐚𝐥𝐰𝐚𝐲𝐬 𝐛𝐞𝐥𝐢𝐞𝐯𝐞 𝐭𝐡𝐚𝐭 𝐬𝐡𝐨𝐫𝐭𝐥𝐲 𝐲𝐨𝐮 𝐰𝐢𝐥𝐥 𝐛𝐞 𝐚 𝐩𝐚𝐫𝐭 𝐨𝐟 𝐨𝐮𝐫 𝐬𝐭𝐨𝐫𝐢𝐞𝐬."
3.0 Project 2_ Developing My Brand Identity Kit.pptxtanyjahb
A personal brand exploration presentation summarizes an individual's unique qualities and goals, covering strengths, values, passions, and target audience. It helps individuals understand what makes them stand out, their desired image, and how they aim to achieve it.
Cracking the Workplace Discipline Code Main.pptxWorkforce Group
Cultivating and maintaining discipline within teams is a critical differentiator for successful organisations.
Forward-thinking leaders and business managers understand the impact that discipline has on organisational success. A disciplined workforce operates with clarity, focus, and a shared understanding of expectations, ultimately driving better results, optimising productivity, and facilitating seamless collaboration.
Although discipline is not a one-size-fits-all approach, it can help create a work environment that encourages personal growth and accountability rather than solely relying on punitive measures.
In this deck, you will learn the significance of workplace discipline for organisational success. You’ll also learn
• Four (4) workplace discipline methods you should consider
• The best and most practical approach to implementing workplace discipline.
• Three (3) key tips to maintain a disciplined workplace.
Attending a job Interview for B1 and B2 Englsih learnersErika906060
It is a sample of an interview for a business english class for pre-intermediate and intermediate english students with emphasis on the speking ability.
Falcon stands out as a top-tier P2P Invoice Discounting platform in India, bridging esteemed blue-chip companies and eager investors. Our goal is to transform the investment landscape in India by establishing a comprehensive destination for borrowers and investors with diverse profiles and needs, all while minimizing risk. What sets Falcon apart is the elimination of intermediaries such as commercial banks and depository institutions, allowing investors to enjoy higher yields.
Discover the innovative and creative projects that highlight my journey throu...dylandmeas
Discover the innovative and creative projects that highlight my journey through Full Sail University. Below, you’ll find a collection of my work showcasing my skills and expertise in digital marketing, event planning, and media production.
Buy Verified PayPal Account | Buy Google 5 Star Reviewsusawebmarket
Buy Verified PayPal Account
Looking to buy verified PayPal accounts? Discover 7 expert tips for safely purchasing a verified PayPal account in 2024. Ensure security and reliability for your transactions.
PayPal Services Features-
🟢 Email Access
🟢 Bank Added
🟢 Card Verified
🟢 Full SSN Provided
🟢 Phone Number Access
🟢 Driving License Copy
🟢 Fasted Delivery
Client Satisfaction is Our First priority. Our services is very appropriate to buy. We assume that the first-rate way to purchase our offerings is to order on the website. If you have any worry in our cooperation usually You can order us on Skype or Telegram.
24/7 Hours Reply/Please Contact
usawebmarketEmail: support@usawebmarket.com
Skype: usawebmarket
Telegram: @usawebmarket
WhatsApp: +1(218) 203-5951
USA WEB MARKET is the Best Verified PayPal, Payoneer, Cash App, Skrill, Neteller, Stripe Account and SEO, SMM Service provider.100%Satisfection granted.100% replacement Granted.
Putting the SPARK into Virtual Training.pptxCynthia Clay
This 60-minute webinar, sponsored by Adobe, was delivered for the Training Mag Network. It explored the five elements of SPARK: Storytelling, Purpose, Action, Relationships, and Kudos. Knowing how to tell a well-structured story is key to building long-term memory. Stating a clear purpose that doesn't take away from the discovery learning process is critical. Ensuring that people move from theory to practical application is imperative. Creating strong social learning is the key to commitment and engagement. Validating and affirming participants' comments is the way to create a positive learning environment.
Implicitly or explicitly all competing businesses employ a strategy to select a mix
of marketing resources. Formulating such competitive strategies fundamentally
involves recognizing relationships between elements of the marketing mix (e.g.,
price and product quality), as well as assessing competitive and market conditions
(i.e., industry structure in the language of economics).
Affordable Stationery Printing Services in Jaipur | Navpack n PrintNavpack & Print
Looking for professional printing services in Jaipur? Navpack n Print offers high-quality and affordable stationery printing for all your business needs. Stand out with custom stationery designs and fast turnaround times. Contact us today for a quote!
Personal Brand Statement:
As an Army veteran dedicated to lifelong learning, I bring a disciplined, strategic mindset to my pursuits. I am constantly expanding my knowledge to innovate and lead effectively. My journey is driven by a commitment to excellence, and to make a meaningful impact in the world.
Finance and Investment Toolkit - Framework, Best Practices and Templates
1. Finance and Investment Toolkit
Overview and Approach
Created by ex-McKinsey, Deloitte &
BCG Consultants, and JP Morgan
Investment Bankers
2. This Slideshare Powerpoint presentation is only a small preview of our
Toolkit. You can download the entire Toolkit in Powerpoint and Excel at
www.slidebooks.com
2
www.slidebooks.com
3. Content
The Finance and Investment Toolkit was created by ex-McKinsey, Deloitte & BCG Consultants, and JP
Morgan Investment Bankers. It includes 7 components.
3
Tools
Templates
Step-by-step
tutorials
Real-life
examples
Best
practices
Support from tier-1
management consultants
Frameworks
Toolkit
4. Objectives
The Finance and Investment Toolkit includes frameworks, tools, templates, tutorials, real-life examples and
best practices to help you:
4
1. Get your project approved by the executive committee with our ready-made business case including sections such as "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", and "Key Success Factors“.
2. Build simple or sophisticated financial models to estimate the financials of your project or new venture: revenue, cost savings, cash flow, net present
value (NPV), return on investment (ROI), internal rate of return (IRR), payback period, Weighted Average Cost of Capital (WACC), project capex, profit & loss
(P&L), economic value added (EVA), etc.
3. Build your 3 financial statements using our simple or sophisticated ready-made income statements, cash flow statements and balance sheets.
4. Build a “3 financial statement” model that links your 3 financial statements together and includes different scenarios.
5. Analyze the 3 financial statements and a company’s performance by leveraging key financial ratios such as efficiency ratios, solvency ratios, liquidity
ratios, profitability ratios, leverage ratios and return on investment ratios.
6. Create a robust business & financial plan including sections such as “Problem to Solve & Solution”, “Mission, Vision & Strategic Objectives”, “Target
Market”, “Market Analysis”, “Competitor Analysis”, “Marketing Plan”, “Business Structure”, “Profit & Loss forecast”, “Cash Flow Forecast”, and “Balance Sheet
Forecast”.
7. Identify the key drivers of your profit to easily explain your profit growth or profit decline, and act accordingly.
8. Prioritize your initiatives based on impact and effort.
9. Create a monthly budget to monitor the expenses and the revenue of your team or project.
10.Value businesses based on the top 4 valuation methods: Discounted Cash Flow (DCF) Analysis, Discounted Future Earnings Analysis, Precedent
Transaction Analysis and Comparable Company Analysis.
11.Define your share investment strategy by leveraging our real-life example based on the thinking of some of the best share investors of all time such as
Warren Buffet, Charlie Munger, Ray Dalio, and Bill Ackman.
12.Create a share watchlist in 1 Excel sheet linked to the stock market to monitor investing opportunities with indicators automatically changing colors when
the price of a share becomes more attractive.
13.List all your domestic and foreign share trades with our ready-made Excel table, which will save you time and money during tax time.
14.Display the true performance of your stock portfolio with a ready-made Excel table and dashboard commonly used by hedge funds.
5. In the next slides, you’ll see a small preview of the objectives highlighted
below.
5
1. Get your project approved by the executive committee with our ready-made business case including sections such as "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", and "Key Success Factors“.
2. Build simple or sophisticated financial models to estimate the financials of your project or new venture: revenue, cost savings, cash flow, net present
value (NPV), return on investment (ROI), internal rate of return (IRR), payback period, Weighted Average Cost of Capital (WACC), project capex, profit & loss
(P&L), economic value added (EVA), etc.
3. Build your 3 financial statements using our simple or sophisticated ready-made income statements, cash flow statements and balance sheets.
4. Build a “3 financial statement” model that links your 3 financial statements together and includes different scenarios.
5. Analyze the 3 financial statements and a company’s performance by leveraging key financial ratios such as efficiency ratios, solvency ratios, liquidity
ratios, profitability ratios, leverage ratios and return on investment ratios.
6. Create a robust business & financial plan including sections such as “Problem to Solve & Solution”, “Mission, Vision & Strategic Objectives”, “Target
Market”, “Market Analysis”, “Competitor Analysis”, “Marketing Plan”, “Business Structure”, “Profit & Loss forecast”, “Cash Flow Forecast”, and “Balance Sheet
Forecast”.
7. Identify the key drivers of your profit to easily explain your profit growth or profit decline, and act accordingly.
8. Prioritize your initiatives based on impact and effort.
9. Create a monthly budget to monitor the expenses and the revenue of your team or project.
10.Value businesses based on the top 4 valuation methods: Discounted Cash Flow (DCF) Analysis, Discounted Future Earnings Analysis, Precedent
Transaction Analysis and Comparable Company Analysis.
11.Define your share investment strategy by leveraging our real-life example based on the thinking of some of the best share investors of all time such as
Warren Buffet, Charlie Munger, Ray Dalio, and Bill Ackman.
12.Create a share watchlist in 1 Excel sheet linked to the stock market to monitor investing opportunities with indicators automatically changing colors when
the price of a share becomes more attractive.
13.List all your domestic and foreign share trades with our ready-made Excel table, which will save you time and money during tax time.
14.Display the true performance of your stock portfolio with a ready-made Excel table and dashboard commonly used by hedge funds.
6. 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:
6
(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.
7. Objectives
• Replace this text by your own text
• Replace this text by your own text
• Replace this text by your own text
Deliverable examples
Key Business Outcomes
• Replace this text by your own text
• Replace this text by your own text
• Replace this text by your own text
Key Deliverables
• Replace this text by your own text
• Replace this text by your own text
• Replace this text by your own text
Key Activities & Milestones
• Replace this text by your own text
• Replace this text by your own text
• Replace this text by your own text
• Replace this text by your own text
Project Deliverables and Business Outcomes
Zoom on phase 1
7
1
2
3
Replace this images by images of
your own deliverables, so your
stakeholders can better imagine
what will be done
8. Overview
The Excel document “Lean Financial Model” includes 5 Excel sheets where you will have to input
your data, and 2 Excel “output” sheets that will automatically update based on your input
8
Input your data in this 5 Excel sheets
This 2 Output sheets will be automatically
updated based on your input
Project Initial Investment
Project Costs
Additional Revenue Generated
Cost Savings
WACC
Project Financials Summary
Project Cash Flow Chart
9. Timeframe
Description
The most common timeframe to estimate the financial performance of a project is 5 years. Year 0 is the present day. Year 1 represents the first
12 months. Year 2 represents the period between 12 months and 24 months, etc.
9
10. In the next slides, you’ll see a small preview of the objectives highlighted
below.
10
1. Get your project approved by the executive committee with our ready-made business case including sections such as "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", and "Key Success Factors“.
2. Build simple or sophisticated financial models to estimate the financials of your project or new venture: revenue, cost savings, cash flow, net present
value (NPV), return on investment (ROI), internal rate of return (IRR), payback period, Weighted Average Cost of Capital (WACC), project capex, profit & loss
(P&L), economic value added (EVA), etc.
3. Build your 3 financial statements using our simple or sophisticated ready-made income statements, cash flow statements and balance sheets.
4. Build a “3 financial statement” model that links your 3 financial statements together and includes different scenarios.
5. Analyze the 3 financial statements and a company’s performance by leveraging key financial ratios such as efficiency ratios, solvency ratios, liquidity
ratios, profitability ratios, leverage ratios and return on investment ratios.
6. Create a robust business & financial plan including sections such as “Problem to Solve & Solution”, “Mission, Vision & Strategic Objectives”, “Target
Market”, “Market Analysis”, “Competitor Analysis”, “Marketing Plan”, “Business Structure”, “Profit & Loss forecast”, “Cash Flow Forecast”, and “Balance Sheet
Forecast”.
7. Identify the key drivers of your profit to easily explain your profit growth or profit decline, and act accordingly.
8. Prioritize your initiatives based on impact and effort.
9. Create a monthly budget to monitor the expenses and the revenue of your team or project.
10.Value businesses based on the top 4 valuation methods: Discounted Cash Flow (DCF) Analysis, Discounted Future Earnings Analysis, Precedent
Transaction Analysis and Comparable Company Analysis.
11.Define your share investment strategy by leveraging our real-life example based on the thinking of some of the best share investors of all time such as
Warren Buffet, Charlie Munger, Ray Dalio, and Bill Ackman.
12.Create a share watchlist in 1 Excel sheet linked to the stock market to monitor investing opportunities with indicators automatically changing colors when
the price of a share becomes more attractive.
13.List all your domestic and foreign share trades with our ready-made Excel table, which will save you time and money during tax time.
14.Display the true performance of your stock portfolio with a ready-made Excel table and dashboard commonly used by hedge funds.
11. Links between the Income Statement and the Cash Flow Statement
11
From Income statement…
Revenue
Cost of goods sold
Gross profit
Operating expenses
EBITDA
Depreciation and amortization
EBIT
Interest
Income tax expense
Net Income (Adjusted)
Net Income
Dividend payout
Net income after distribution
…to Cash flow statement
Net income adjusted
Depreciation and amortization
Deferred income taxes
Changes in accounts receivable
Changes in inventory
Changes in accounts payable
Changes in accrued liabilities
CAPEX
Other investing activities
Debt
Dividends paid
Equity Issuances (buybacks)
Total change in cash
Operating
activities
Investing
activities
Financing
activities
12. There are 6 categories of financial ratios that can be used to analyze a company’s
performance
12
1.Efficiency
ratios
2.Solvency
ratios
3.Liquidity
ratios
4.Profitability
ratios
5.Leverage
ratios
6.Return on
investment
ratios
13. 1.Efficiency ratios are typically used to analyze how well a company uses its
assets and liabilities internally
13
1365 / turnover ratio gives you the days outstanding
2The average equals the value at the beginning of the year + the value at the end of the year divided by 2
Formula2 Definition2 Result
Ratio1
COGS / Average inventory The length of time it takes a company to sell inventory Insert your own text
Inventory turnover
ratio
Sales / Average accounts
receivable
The length of time it takes a company to collect accounts
receivable
Insert your own text
Accounts receivable
turnover ratio
COGS / Average accounts
payable
The length of time it takes a company to pay its creditors Insert your own text
Accounts payable
turnover ratio
Sales / Average net assets The efficiency of asset usage within a company Insert your own text
Asset turnover ratio
Sales / Average fixed assets The efficiency of fixed asset usage within a company Insert your own text
Fixed asset turnover
ratio
Sales / Average working
capital
How effectively is a company using its working capital
(= current assets – current liabilities) to generate sales
Insert your own text
Working capital
turnover ratio
14. See below additional screenshots from the Toolkit
14
Profit & Loss Forecast for small businesses Profit & Loss for large organizations
15. In the next slides, you’ll see a small preview of the objective highlighted
below.
15
1. Get your project approved by the executive committee with our ready-made business case including sections such as "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", and "Key Success Factors“.
2. Build simple or sophisticated financial models to estimate the financials of your project or new venture: revenue, cost savings, cash flow, net present
value (NPV), return on investment (ROI), internal rate of return (IRR), payback period, Weighted Average Cost of Capital (WACC), project capex, profit & loss
(P&L), economic value added (EVA), etc.
3. Build your 3 financial statements using our simple or sophisticated ready-made income statements, cash flow statements and balance sheets.
4. Build a “3 financial statement” model that links your 3 financial statements together and includes different scenarios.
5. Analyze the 3 financial statements and a company’s performance by leveraging key financial ratios such as efficiency ratios, solvency ratios, liquidity
ratios, profitability ratios, leverage ratios and return on investment ratios.
6. Create a robust business & financial plan including sections such as “Problem to Solve & Solution”, “Mission, Vision & Strategic Objectives”, “Target
Market”, “Market Analysis”, “Competitor Analysis”, “Marketing Plan”, “Business Structure”, “Profit & Loss forecast”, “Cash Flow Forecast”, and “Balance Sheet
Forecast”.
7. Identify the key drivers of your profit to easily explain your profit growth or profit decline, and act accordingly.
8. Prioritize your initiatives based on impact and effort.
9. Create a monthly budget to monitor the expenses and the revenue of your team or project.
10.Value businesses based on the top 4 valuation methods: Discounted Cash Flow (DCF) Analysis, Discounted Future Earnings Analysis, Precedent
Transaction Analysis and Comparable Company Analysis.
11.Define your share investment strategy by leveraging our real-life example based on the thinking of some of the best share investors of all time such as
Warren Buffet, Charlie Munger, Ray Dalio, and Bill Ackman.
12.Create a share watchlist in 1 Excel sheet linked to the stock market to monitor investing opportunities with indicators automatically changing colors when
the price of a share becomes more attractive.
13.List all your domestic and foreign share trades with our ready-made Excel table, which will save you time and money during tax time.
14.Display the true performance of your stock portfolio with a ready-made Excel table and dashboard commonly used by hedge funds.
16. Competitor
Analysis
Marketing
Plan
Financial
Plan
Mission, Vision &
Strategic
Objectives
Executive Summary
One-Pager Business Plan
Market Analysis
Customer
Segments
Business
Structure
Problem to Solve
& Solution
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
Capital required:
Source of capital:
Revenue streams:
Cost structure:
The best practice is to have
between 1 and 2 slides for the
Executive Summary.
Even if the Executive Summary is
usually done at the end, it should
be placed at the beginning of your
Business Plan.
16
17. Strategy Map
Example of a Strategy Map
Financial
Perspective
Customer
Internal Process
Learning
&
Growth
Strategic objectives
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
Increase
customer
satisfaction
Become a
trusted brand
Sell new
products
Understand
customer
segments
Shift to digital
channel
Decrease
delivery time
Create new
products
Improve
employee
satisfaction
Improve
customer
information
Create a customer-
focused culture
Align the
organization
17
18. In the next slides, you’ll see a small preview of the objectives highlighted
below.
18
1. Get your project approved by the executive committee with our ready-made business case including sections such as "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", and "Key Success Factors“.
2. Build simple or sophisticated financial models to estimate the financials of your project or new venture: revenue, cost savings, cash flow, net present
value (NPV), return on investment (ROI), internal rate of return (IRR), payback period, Weighted Average Cost of Capital (WACC), project capex, profit & loss
(P&L), economic value added (EVA), etc.
3. Build your 3 financial statements using our simple or sophisticated ready-made income statements, cash flow statements and balance sheets.
4. Build a “3 financial statement” model that links your 3 financial statements together and includes different scenarios.
5. Analyze the 3 financial statements and a company’s performance by leveraging key financial ratios such as efficiency ratios, solvency ratios, liquidity
ratios, profitability ratios, leverage ratios and return on investment ratios.
6. Create a robust business & financial plan including sections such as “Problem to Solve & Solution”, “Mission, Vision & Strategic Objectives”, “Target
Market”, “Market Analysis”, “Competitor Analysis”, “Marketing Plan”, “Business Structure”, “Profit & Loss forecast”, “Cash Flow Forecast”, and “Balance Sheet
Forecast”.
7. Identify the key drivers of your profit to easily explain your profit growth or profit decline, and act accordingly.
8. Prioritize your initiatives based on impact and effort.
9. Create a monthly budget to monitor the expenses and the revenue of your team or project.
10.Value businesses based on the top 4 valuation methods: Discounted Cash Flow (DCF) Analysis, Discounted Future Earnings Analysis, Precedent
Transaction Analysis and Comparable Company Analysis.
11.Define your share investment strategy by leveraging our real-life example based on the thinking of some of the best share investors of all time such as
Warren Buffet, Charlie Munger, Ray Dalio, and Bill Ackman.
12.Create a share watchlist in 1 Excel sheet linked to the stock market to monitor investing opportunities with indicators automatically changing colors when
the price of a share becomes more attractive.
13.List all your domestic and foreign share trades with our ready-made Excel table, which will save you time and money during tax time.
14.Display the true performance of your stock portfolio with a ready-made Excel table and dashboard commonly used by hedge funds.
19. The problem we are trying to solve is a Profitability Problem. To solve it,
we need a Profitability Framework
19
“Why has the
company’s profit
decreased by 10%?”
“Should we enter the
Chinese market?”
“Should we introduce
this new product X?”
“Should we acquire the
company Y?”
Profitability problem
Entering a new
market problem
Introducing a new
product problem
M&A problem
20. Table of Contents
Step 1: Define the situation, complication and main question to answer
Step 2: Identify the best Framework to use to solve the problem
Step 3: Understand how to use the Profitability Framework
Step 4: Apply the Profitability Framework to the company
Step 5: Apply the Profitability Framework to the Industry
Step 6: Provide conclusion and recommendations
Best practices
Real life examples
Templates
20
21. Objective and description of a Profitability Framework
21
The objective of the Profitability Framework is to highlight the fundamental drivers of profit in a
business.
The framework breaks down the problem into smaller pieces to understand the key drivers of the
declining profit.
The framework basically breaks down the profit of a company into this simple equation:
Profit = Revenue – Cost
And then, it breaks down the Revenue and the Cost of the company into smaller pieces.
The Profitability framework is very visual way to see what’s wrong.
22. Standard Example of a Profitability Framework
22
Profit
Units produced
Cost per unit
Revenue
Cost
Price per unit
# of units sold
Variable costs
Fixed costs
23. How to create a Profitability Framework
23
1. Choose your first layer to break down the company profit. Most of the time, the first layer will be
“Revenue” and “Cost”
2. Choose your Revenue model. For example, it can be:
• Price * Quantity
• # of transactions * Average transaction value
3. Choose your Cost structure. For example, it can be:
• Fixed cost + Variable cost
• A Value Chain based cost structure (e.g. Raw materials cost, manufacturing cost, Distribution, sales &
marketing cost, and Customer service)
4. Deep dive into the most important revenue and cost drivers
24. Table of Contents
Step 1: Define the situation, complication and main question to answer
Step 2: Identify the best Framework to use to solve the problem
Step 3: Understand how to use the Profitability Framework
Step 4: Apply the Profitability Framework to the company
Step 5: Apply the Profitability Framework to the Industry
Step 6: Provide conclusion and recommendations
Best practices
Real life examples
Templates
24
25. When we apply the Profitability problem framework to our problem, we can
notice that the # of units sold is the main driver of the declining profit
25
Company
Profit
Revenue
Cost
Price per unit
# of units sold
Variable costs
Units produced
Cost per unit
Fixed costs
$1.8M (-10%)
$1.2M (0%)
$3M (-10%)
$0.2M (0%)
$1M (0%)
$1 (0%)
1M (0%)
1.5M (-10%)
$2 (0%)
The # of units sold is the main driver
of the declining profit
Note: The percentage numbers represent the variation compared to last year.
26. In the next slides, you’ll see a small preview of the objectives highlighted
below.
26
1. Get your project approved by the executive committee with our ready-made business case including sections such as "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", and "Key Success Factors“.
2. Build simple or sophisticated financial models to estimate the financials of your project or new venture: revenue, cost savings, cash flow, net present
value (NPV), return on investment (ROI), internal rate of return (IRR), payback period, Weighted Average Cost of Capital (WACC), project capex, profit & loss
(P&L), economic value added (EVA), etc.
3. Build your 3 financial statements using our simple or sophisticated ready-made income statements, cash flow statements and balance sheets.
4. Build a “3 financial statement” model that links your 3 financial statements together and includes different scenarios.
5. Analyze the 3 financial statements and a company’s performance by leveraging key financial ratios such as efficiency ratios, solvency ratios, liquidity
ratios, profitability ratios, leverage ratios and return on investment ratios.
6. Create a robust business & financial plan including sections such as “Problem to Solve & Solution”, “Mission, Vision & Strategic Objectives”, “Target
Market”, “Market Analysis”, “Competitor Analysis”, “Marketing Plan”, “Business Structure”, “Profit & Loss forecast”, “Cash Flow Forecast”, and “Balance Sheet
Forecast”.
7. Identify the key drivers of your profit to easily explain your profit growth or profit decline, and act accordingly.
8. Prioritize your initiatives based on impact and effort.
9. Create a monthly budget to monitor the expenses and the revenue of your team or project.
10.Value businesses based on the top 4 valuation methods: Discounted Cash Flow (DCF) Analysis, Discounted Future Earnings Analysis, Precedent
Transaction Analysis and Comparable Company Analysis.
11.Define your share investment strategy by leveraging our real-life example based on the thinking of some of the best share investors of all time such as
Warren Buffet, Charlie Munger, Ray Dalio, and Bill Ackman.
12.Create a share watchlist in 1 Excel sheet linked to the stock market to monitor investing opportunities with indicators automatically changing colors when
the price of a share becomes more attractive.
13.List all your domestic and foreign share trades with our ready-made Excel table, which will save you time and money during tax time.
14.Display the true performance of your stock portfolio with a ready-made Excel table and dashboard commonly used by hedge funds.
27. Introduction
27
A Discounted Cash Flow (DCF) Analysis is a valuation method used to estimate the attractiveness of an investment opportunity. DCF
analysis uses future free cash flow projections and discounts them to arrive at a present value estimate, which is used to evaluate the
potential for investment.
You can conduct a Discounted Cash Flow (DCF) Analysis by following these 5 steps:
Estimate the Total Unlevered Free Cash Flow using our excel template
1
Calculate the Total Net Present Value of the Total Unlevered Free Cash Flow using our Excel template
2
Calculate the Weighted Cost of Capital using our Excel template
3
Calculate the terminal value with both the EBIDTA and PERPETUITY methods using our Excel template
4
Calculate the DCF Total Valuation with both the EBIDTA and PERPETUITY methods using our Excel template
5
28. Step 1 - Estimate the Total Unlevered Free Cash Flow using our excel
template
28
2013A 2014A 2015A 2016E 2017E 2018E 2019E 2020E
Unlevered Free Cash Flow
EBIT $3,966 $4,453 $4,952 $5,449 $5,927
Depreciation & Amortization $1,000 $1,000 $1,000 $1,000 $1,000
Deferred Taxes $200 $200 $200 $200 $200
Changes in Working Capital $159 $159 $159 $159 $159
Capital Expenditures ($1,100) ($1,100) ($1,100) ($1,100) ($1,100)
Taxes ($2,560) ($2,874) ($3,196) ($3,517) ($3,826)
Total Unlevered Free Cash Flow $1,666 $1,838 $2,015 $2,191 $2,361
Discounted Cash Flow (DCF) Valuation
In US$ millions
Period ending June 30
Actuals Estimates
Adjust the actual and projected years.
Taking 3 historical years and 5 projected
years is usually a good trade-off between
being comprehensive and effective
Ideally all these figures should be pulled from either the
income statement or the Balance sheet
Adjust if required the line items depending
on the context of the company
29. In the next slides, you’ll see a small preview of the objectives highlighted
below.
29
1. Get your project approved by the executive committee with our ready-made business case including sections such as "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", and "Key Success Factors“.
2. Build simple or sophisticated financial models to estimate the financials of your project or new venture: revenue, cost savings, cash flow, net present
value (NPV), return on investment (ROI), internal rate of return (IRR), payback period, Weighted Average Cost of Capital (WACC), project capex, profit & loss
(P&L), economic value added (EVA), etc.
3. Build your 3 financial statements using our simple or sophisticated ready-made income statements, cash flow statements and balance sheets.
4. Build a “3 financial statement” model that links your 3 financial statements together and includes different scenarios.
5. Analyze the 3 financial statements and a company’s performance by leveraging key financial ratios such as efficiency ratios, solvency ratios, liquidity
ratios, profitability ratios, leverage ratios and return on investment ratios.
6. Create a robust business & financial plan including sections such as “Problem to Solve & Solution”, “Mission, Vision & Strategic Objectives”, “Target
Market”, “Market Analysis”, “Competitor Analysis”, “Marketing Plan”, “Business Structure”, “Profit & Loss forecast”, “Cash Flow Forecast”, and “Balance Sheet
Forecast”.
7. Identify the key drivers of your profit to easily explain your profit growth or profit decline, and act accordingly.
8. Prioritize your initiatives based on impact and effort.
9. Create a monthly budget to monitor the expenses and the revenue of your team or project.
10.Value businesses based on the top 4 valuation methods: Discounted Cash Flow (DCF) Analysis, Discounted Future Earnings Analysis, Precedent
Transaction Analysis and Comparable Company Analysis.
11.Define your share investment strategy by leveraging our real-life example based on the thinking of some of the best share investors of all time such as
Warren Buffet, Charlie Munger, Ray Dalio, and Bill Ackman.
12.Create a share watchlist in 1 Excel sheet linked to the stock market to monitor investing opportunities with indicators automatically changing colors when
the price of a share becomes more attractive.
13.List all your domestic and foreign share trades with our ready-made Excel table, which will save you time and money during tax time.
14.Display the true performance of your stock portfolio with a ready-made Excel table and dashboard commonly used by hedge funds.
30. 1. Define your share investment strategy by leveraging our real-life example based on the thinking of some of
the best share investors of all time such as Warren Buffet, Charlie Munger, Ray Dalio, and Bill Ackman.
30
A share investment strategy usually includes an overarching goal and a set of guiding principles that will help you improve the quality of your investment decisions
and, as a result, your returns.
See below a real-life example based on the thinking of some of the best share investors of all time such as Warren Buffet, Charlie Munger, Ray Dalio, and Bill
Ackman. Of course, you will need to use some of your own guiding principles based on the specificities of your situation, or the situation of your organization.
However, we highly recommend to reuse many of the guiding principles presented in our example. We listed 29 guiding principles so you have a long list of
examples that you can reuse. However, you don’t have to have so many guiding principles. For example, a list of 12 guiding principles can perfectly do the job.
Open the Excel document “Share Investment Strategy and Portfolio_Example” for more details
31. 2. Create a share watchlist in 1 Excel sheet linked to the stock market to monitor investing opportunities with
indicators automatically changing colors when the price of a share becomes more attractive.
31
To create this share watchlist, you can simply reuse the Excel sheet below and customize it based on the specificities of your situation, or the situation of your
organization.
Open the Excel document “Share Investment Strategy and Portfolio_Example” for more details
32. 2. Create a share watchlist in 1 Excel sheet linked to the stock market to monitor investing opportunities with
indicators automatically changing colors when the price of a share becomes more attractive.
32
To create this share watchlist, you can simply reuse the Excel sheet below and customize it based on the specificities of your situation, or the situation of your
organization.
Open the Excel document “Share Investment Strategy and Portfolio_Example” for more details
1.List in the first column
the companies or ETF
you consider investing
in, if they reach an
attractive price.
Then, highlight the
column and click on the
tab “Data” and then on
“Stock”. This will
connect the companies
or ETF with the different
stock exchanges
2.Name each column
with an indicator that you
want to follow.
Please note that Excel
will automatically update
your table with many info
such as:
33. 2. Create a share watchlist in 1 Excel sheet linked to the stock market to monitor investing opportunities with
indicators automatically changing colors when the price of a share becomes more attractive.
33
To create this share watchlist, you can simply reuse the Excel sheet below and customize it based on the specificities of your situation, or the situation of your
organization.
Open the Excel document “Share Investment Strategy and Portfolio_Example” for more details
3.Enter the relevant
formula in line 2, under
each column’s header.
For example, to get the
price of the S&P 500 on
cell C2, you simply need
to write “=A2”, then a
drop-down list will
appear with many
potential indicators.
Select the one that says
“Price”:
4.To get the formula in all the other
lines, you simply need to:
-Highlight the line from B2 till E2
-Copy it
-Highlight all the other lines
-Paste as a formula
5.And then you can create some
conditional formatting to, for
example, automatically highlight all
the prices that are down by 20% or
more compared to their “52-week
high”. To do that, you simply need
to:
-Click on the tab “Home”
-Click on conditional formatting
-Select “New rule”
-Set up your new rules
You can also click on Manage
rules, and update the current rule
that we have, which highlights in
green every price that dropped by
13% or more
34. 3. List all your domestic and foreign share trades with our ready-made Excel table, which will save you time and
money during tax time.
34
Open the Excel document “Share Investment Strategy and Portfolio_Example” for more details
35. 3. List all your domestic and foreign share trades with our ready-made Excel table, which will save you time and
money during tax time.
35
This column is only used if you make a trade
in a different currency than your home
currency
If you make a trade in a different currency
than your home currency, add a note to
specify which currency you used.
The purchase price is the price of the share. If you
home currency is different from USD, simply replace
USD by your home currency. Same thing applies for
the other columns including “USD”
For your foreign currency trades, the
purchase price will be the price of the share
multiplied by the exchange rate between your
home currency and foreign currency
36. 3. List all your domestic and foreign share trades with our ready-made Excel table, which will save you time and
money during tax time.
36
Fill in this part only when you sell your position
The total realized profit is:
Realized Capital Gain + Dividend Received - Fees
37. 4. Display the true performance of your stock portfolio with a ready-made Excel table commonly used by hedge
funds.
37
Open the Excel document “Share Investment Strategy and Portfolio_Example” for more details
38. 4. Display the true performance of your stock portfolio with a ready-made Excel table commonly used by hedge
funds.
38
List in the first column all the companies or ETF which are part of your portfolio.
Then, highlight the column and click on the tab “Data” and then on “Stock”. This will
connect the companies or ETF with the different stock exchanges
Add the total
number of
shares you
currently have
Add the total cost
If your home currency is
different than the USD,
replace “USD” by your own
currency
This column will
automatically update once
you inputted your number
of shares and cost
Replace this text by your
personal name or your
company name
Add your dividend and fees
based on the data inputted in
the previous Excel sheet
All the other columns will
automatically update
39. 4. Display the true performance of your stock portfolio with a ready-made Excel table and dashboard commonly
used by hedge funds.
39
This number has already been
calculated in a previous sheet
The unrealized profit is the unrealized
capital gain.
40. 4. Display the true performance of your stock portfolio with a ready-made Excel table and dashboard commonly
used by hedge funds.
40
All the charts will automatically update based on the tables previously created
41. Structure of the Toolkit
The Finance and Investment Toolkit includes 400 Powerpoint slides and 75 Excel sheets categorized in 9
folders that you can download on your device immediately after your purchase.
41
400 editable Powerpoint slides* 75 editable Excel sheets*
+
*Please note that the number of Powerpoint slides and Excel sheets listed is the number of unique slides and sheets. For example, a Powerpoint slide
that has been duplicated to facilitate the understanding of our clients only count for 1 Powerpoint slide.
1
Overview and
approach
2
Business Case
and Financial
Model
3
Financial Statement
Analysis
4
Business &
Financial Plan
5
Profitability
Problem
7
Monthly
Budget
6
Initiative Prioritization
Matrix
8
Business
Valuation
9
Share
Investment
42. Interested in more than 1 Toolkit? You can access to all our Toolkits for half the
price with the Gold Business & Consulting Package
www.slidebooks.com
Gold Business & Consulting Package
Learn More
42
43. Key Benefits of our Business & Consulting Toolkits
43
Improve the growth & efficiency of
your organization by leveraging
Business & Consulting Toolkits
created by ex-McKinsey, Deloitte &
BCG Consultants.
It cost us $1.7M 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.
44. What our clients say about our Toolkits
Review imported from Facebooks, Amazon and Klaviyo
44
See more reviews >
45. 45
Trusted by small and large organizations Customer satisfaction
Number of countries leveraging our Business & Consulting Toolkits
160+
Number of professionals
leveraging our Business &
Consulting Toolkits
200,000+
4.8
Daily rate of our ex-McKinsey,
Deloitte and BCG Management
Consultants
$3k - $4k
Join the 200,000+ Executives, Consultants & Entrepreneurs leveraging our Business &
Consulting Toolkits to improve the performance of their organization and boost their own
career.
46. This was only a small preview.
www.slidebooks.com
46