Elegant Structures

Consulting Toolkit
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 Table of Contents

01 02
Project & strategy
Definition Consulting Proposal
Here you can describe the topic Here you can describe the topic
of the section of the section

03 04
Project Management
Approach Implementing Changes
Here you can describe the topic Here you can describe the topic
of the section of the section
 Our Company
Mercury is the closest planet to
the Sun and the smallest one in
the Solar System—it’s only a bit
larger than the Moon
 Whoa!
This can be the part of the presentation
where you can introduce yourself, write
your email...
 01
Project & Strategy
Definition
Here you can use a subtitle if you need it
 Consulting Toolkit

Frameworks

Tools
Management Consultants

templates
Best Practices

Step by Step Tutorials

Real Life Examples
 Strategic Planning Project Plan
1 1
1 2 3 4 5 6 7 8 9 11
0 2
Step 0 Kick-Off

Step 1 Provide Business Insights

Step 2 Define Mission and Vision

Identify key Strategic Workshop 1
Step 3 Objectives

Step 4 Create Strategy Map

Step 5 Create Balanced Scorecard

Identify required initiatives to
Step 6 reach Strategic Objectives Workshop 2

Step 7 Getting to First Report

 Strategic Plan

Insert Company Name

CEO: insert your own text

Chief Strategy Officer: insert your own text
Date: insert your own text
Version: insert your own text
Contact Email: insert your own text
 Mission and Vision

Mission Vision
Mercury is the closest planet to Venus has a beautiful name and
the Sun and the smallest one in is the second planet from the
the Solar System—it’s only a bit Sun. It’s terribly hot—even
larger than the Moon hotter than Mercury
 A PIcture Is
Worth a
Thousand Words
 Executive Summary Strategy Map

FINANCIAL
F1 - insert your text F2 - insert your text F3 - insert your text F4 - insert your text
PROJECTS

CUSTOMER
C1 - insert your text C2 - insert your text C3 - insert your text C4 - insert your text
SERVICES

INTERNAL
I1 - insert your text I2 - insert your text I3 - insert your text I4 - insert your text
PROCESS

LEARNING &
L1 - insert your text L2 - insert your text L3 - insert your text L4 - insert your text
GROWTH
 Situation, Complications & question

Description Example

It’s a beautiful planet and the place Despite being red, Mars is actually a
THE SITUATION
where we live on very cold place

Venus has a beautiful name and is the Neptune is the farthest planet from
THE COMPLICATION
second in the Solar System the Sun in the Solar System

It’s a gas giant and the biggest planet Mercury is the closest planet to the
THE QUESTION
in the Solar System Sun and the smallest of them all
 Entering a New Market

Profitability M&A
Market Problem Product Problem
Problem Problem
Mercury is the Venus has a Despite being red, It’s the biggest
closest planet to the beautiful name, but Mars is actually a planet in the entire
Sun it’s terribly hot cold place Solar System
 Entering a New Product

Desirability Jupiter is a gas giant and

the biggest planet in the
Solar System

Despite being red, Mars is Profitability Feasibility Neptune is the fourth-

a very cold place full of largest planet in the Solar
iron oxide dust System

Sweet spot
Consulting Proposal
Here you can use a subtitle if you need it

02
 Product in the New Market

Describe the key product(s) we would like to sell. Is it a commodity or a

PRODUCT differentiated product? What are its key benefits?

Are we answering a customer need or are we creating a new customer need?

CUSTOMERS Who are our potential customers? How many are they?

Who will be our main competitors? What is the revenue, unique selling
COMPETITION proposition and strategy of each one of them?

The number of customers multiplied by the number of products purchased every

MARKET SIZE year per customer multiplied by the product price
 Effective Business Plan - 10 Questions

What is your current situation? Who are the key players?

What is your vision? How do you make a difference?

Effective
How do you reach your vision? business What is your marketing plan?
plan
What do you offer? What are your economics?

How big is the market? What is the requirement to start?

 Competitor Comparison
Number of Product
Revenue Profit Market share Main activity
employeeS quality

Competitor a
Insert your Insert your Insert your Insert your Insert your Insert your
own text own text own text own text own text own text

Insert your Insert your Insert your Insert your Insert your Insert your
Competitor b
own text own text own text own text own text own text

Insert your Insert your Insert your Insert your Insert your Insert your
Competitor c
own text own text own text own text own text own text

Competitor d
Insert your Insert your Insert your Insert your Insert your Insert your
own text own text own text own text own text own text

Competitor e
Insert your Insert your Insert your Insert your Insert your Insert your
own text own text own text own text own text own text
 PESTLE Analysis

Political Technological
Despite being red, Mars is a Venus has a beautiful name, but
very cold place it’s also terribly hot
P T
Economical Legal
Jupiter is a gas giant and the E L Neptune is the farthest planet
biggest in the Solar System from the Sun

Social S E Environmental
Saturn is composed of It’s the closest to the Sun and
hydrogen and helium the smallest of them all
 A Picture Always
Reinforces the
Concept
Images reveal large amounts of
data, so remember: use an image
instead of a long text
 Products & Services

Product Name Key Customer Benefits Key Features Ups

Product/Service Insert your own text Insert your own text Insert your own text

Product/Service Insert your own text Insert your own text Insert your own text

Product/Service Insert your own text Insert your own text Insert your own text
 Ineffective Pricing Management Issues

Volume Price
● Lost market share ● Wide price bands
● Excess / obsolete inventory ● Inaccurate quotations
● Low volume / new products ● Slow response to RFPs

Profit Cost
● Declining margins ● Increased service costs
● Correlation volume / price ● Increased price costs
● Product profitability ● Increased write-offs
 Pricing Maturity Model

Basic Standart Advanced Leading

Level 01 02 03 04

% Companies 20 % 70 % 5% 6%

Mercury is the It’s the smallest It is larger than Named after a

Description
smallest planet one of them all the Moon Roman god
 Supporting Your Arguments
Insert Your argument

Mercury Venus Jupiter

The
Mercury is It’s the It’s terribly The biggest
smallest Venus has a Named
the closest Larger than second hot—even Jupiter is a planet in
one in the beautiful after a
planet to the Moon planet from hotter than gas giant the Solar
Solar name Roman god
the Sun the Sun Mercury System
System
 Lean Business Case
Project Cost Tangible Benefits Net Present value
$2 Million $9 Million $5 Million

Cash Flow Change Impact

To modify this
graph, click on it,
follow the link,
change the data
and paste the new
High Impact
graph here
Intangible benefits Strategic alignment Number of Resources
Insert your own text Insert your own text Insert your own text

Project sponsor Project Manager Change Manager

Anne Miller Tom Carnoy John Doe
 Initiative Prioritization Matrix
The Initiative Prioritization Matrix will help you prioritize all your
potential initiatives based on the following 2 criteria:

Impact Effort
An initiative with a high impact The “Effort” criteria is assessed
would mean one of the followings: based on the followings:

● The initiative needs to happen ● Ease of implementation

in order to achieve the desired ● Time frame required
future state ● Resources required (Number of
● The initiative will significantly people, capital investment, etc.)
reduce our cost or increase our
revenue
 Growth Matrix

Despite being red, Mars is Market Mercury is the closest planet to

Diversification

New
actually a very cold place full of the Sun and the smallest in the
iron oxide dust. That is what Development Solar System. It was named
Strategy
gives the planet its red cast Strategy after a Roman god

Market
Saturn is a gas giant and has Product Neptune is the farthest planet
several rings around. It is Current Market Penetration from the Sun and the fourth-
composed mostly of hydrogen Development largest by diameter in the Solar
Strategy
and also helium Strategy System

Current New
Products
Less Risky More Risky
 Initiative Prioritization Matrix
Prioritization Matrix

Long Term Initiatives

Initiatives to Be
High
(actively work to reduce Prioritized
Impact

required effort)

Unattractive Initiatives Low Value Initiatives

Low

(do not pursue) (pursue opportunistically)

High Low
Effort
The focus should be on the initiatives that have a high impact and require a low effort
 Project Management
03 Approach
Here you can use a subtitle if you need it
 Detailed Project Plan
Responsable Start Date End Date Status

Phase 1 Mr Smith 05/04/2021 05/05/2021 On Track

Kick Off Mr Smith 05/04/2021 10/04/2021 Done

Task 1 Mrs Doe 10/04/2021 12/04/2021 On Track

Task 2 Mr Patterson 15/04/2021 16/04/2021 Late

Task 3 Mr Smith 17/04/2021 25/04/2021 Late

Task 4 Mrs Doe 30/04/2021 05/05/2021 On Track

 Change Impact Assessment Matrix
Low Impact High Impact

Insert the name Insert the name Insert the name

Extreme of the Change of the Change of the Change
Complexity Of The Change

Insert the name Insert the name Insert the name

High of the Change of the Change of the Change

Insert the name

Medium of the Change

Moderate

Low

1 Team Impacted 1 Business Unit 1 Division ½ Of Company Extreme

Size Of The Change

 Sales Strategy Plan

Internal
Analysis

Implementat External
ion Analysis

Sales
Sales Plan
Strategy
 Financial Statement
Worst Best
5% 8% 9%
Return on sales (%)
2% 4% 8%
Profitability ratios

Return on equity (%)

x% x% x%
Return on net assets (%)
x% x% x%
Return on Capital
Employed (%)
x% x% x%
Return On Funds
Employed (%)

Company X Company Y Company Z

 Income Statement
Actuals Estimates

2013A 2014A 2015A 2016E 2017E 2018E 2019E 2020E

Information Information Information Information Information Information Information Information

Revenue here here here here here here here here

Information Information Information Information Information Information Information Information

Net Sales here here here here here here here here

Information Information Information Information Information Information Information Information

%Growth here here here here here here here here

Information Information Information Information Information Information Information Information

Other Incomes here here here here here here here here

Information Information Information Information Information Information Information Information

%Growth here here here here here here here here
 Workbook Map

Quarterly and/or Annual Reports

Income statement Cash flow Balance sheet

Scenario with
assumptions
 Profitable Framework

Profitability M&A
Market Problem Product Problem
Problem Problem
Mercury is the Venus has a Despite being red, It’s the biggest
closest planet to the beautiful name, but Mars is actually a planet in the entire
Sun it’s terribly hot cold place Solar System
 Digital Maturity Assessment
Level 1 Level 2 Level 3 Level 4
Basic Medium Good World-Class

● Venus has a ● Mas is red ● Jupiter is a gas

● Mercury is the
beautiful name ● It’s a cold place, giant
closest planet to
● It’s the second not a hot one ● The biggest
Customer the Sun
planet from the planet in the
experience ● The smallest
Sun Solar System
one in the Solar
System

● Larger than the ● It’s terribly hot ● It’s full of iron ● Jupiter is the
Moon —even hotter oxide dust, fourth-brightest
than Mercury which gives the object in the sky
Data and
planet its
Insights
reddish cast
Implementing Changes 04
Here you can use a subtitle if you need it
Awesome
Words
 Executive Summary
Situation

Mercury is the closest planet to the Sun and the smallest one in the Solar System—
it’s only a bit larger than the Moon

Recommendation

Venus has a beautiful name and is the second planet from the Sun. It’s terribly hot—
even hotter than Mercury

Reason #1 Reason #2 Reason #3 Reason #4

Mercury is the closest Venus has a beautiful Despite being red, Mars It’s the biggest planet in
planet to the Sun name, but it’s hot is a cold place the Solar System
 Situation

2016 - 2017 2017 - 2018

Despite being red, Jupiter is the biggest
Mars is a cold place in the Solar System

2018 - 2019 2019 - 2020

Venus has a beautiful It’s composed of
name, but it’s hot hydrogen and helium

To modify this graph, click on it, follow the link,

change the data and paste the new graph here
4,498,300
Big numbers catch your audience’s attention
 333,000.00
earths is the Sun’s mass

24h 37m 23s

is Jupiter’s rotation period

386,000 km
is the distance between the Earth and the Moon
 Tecnologics To Consider

Big Data AI
Mercury is the closest planet to Venus has a beautiful name, but
the Sun it’s terribly hot

Cloud Computing Cyber Security

Despite being red, Mars is a cold It’s the biggest planet in our
place, not hot Solar System

Internet of things Block chain

Saturn is the ringed one and a Neptune is the farthest planet
gas giant from the Sun
 Tecnologics To Consider

Digital Marketing 3D Printing

Mercury is the closest planet to Venus has a beautiful name, but
the Sun it’s terribly hot

Drones Robots
Despite being red, Mars is a cold It’s the biggest planet in our
place, not hot Solar System

Visual Reality Augmented Reality

Saturn is the ringed one and a Neptune is the farthest planet
gas giant from the Sun
 Big Data Usage

Banking Education Government

Mercury is the closest Venus has a beautiful name, Despite being red, Mars is a
planet to the Sun but it’s terribly hot cold place, not hot

Health Care Manufacturing Retail

It’s the biggest planet in our Saturn is the ringed one and Neptune is the farthest
Solar System a gas giant planet from the Sun
 Flow Optimization
Supply Chain Management is the optimization of the flow of materials, information
and funds between and among all participating enterprises
Products

Supplier Factory Houseware Distributor Costumer

Funds

Information
 Distribution

Mars Jupiter
Despite being Jupiter is the
red, Mars is a biggest in the
cold place Solar System

Venus Saturn
Venus has a It’s composed of
beautiful name, hydrogen and
but it’s hot also helium
 Supply Chain Management

2.Demand &
1.Supply Chain 3.sourcing & 4.Manufacturi 5.Logistics &
Supply Chain
Strategy Procurement ng Distribution
Planning
 Supply Chain Strategy

2.Demand &
1.Supply Chain 3.sourcing & 4.Manufacturi 5.Logistics &
Supply Chain
Strategy Procurement ng Distribution
Planning

● Key steps & activities

● Best Practices, Tips & Templates
 Answer and Support Arguments
Mercury is the closest planet to the Sun Venus is the second planet from the Sun.
and the smallest one in the Solar System. It has a beautiful name, but also very
It was named after the Roman messenger Insert Your Answer high temperatures and a poisonous
god atmosphere

Why or How?

Insert Your Supporting Insert Your Supporting Insert Your Supporting

Argument #1 Argument #2 Argument #3

Why or How? Why or How? Why or How?

Your Supporting argument #1.1 Your Supporting argument #2.1 Your Supporting argument #3.1

Your Supporting argument #1.2 Your Supporting argument #2.2 Your Supporting argument #3.2

Your Supporting argument #1.3 Your Supporting argument #2.3 Your Supporting argument #3.3
 Growth of a Successful Start-Up
Revenue

Time

See Capital Early stage Later Stage Exit Market

Venus VC(M&A, Strategic Alliances) IPO Mercury

 Desktop Software

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 Our Team

Jenna Doe James Johnson Angela Smith

Here you can write a bit Here you can write a bit Here you can write a bit
about this person about this person about this person
 Thanks
Do you have any questions?
[email protected]
+91 620 421 838
yourcompany.com

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 JANUARY FEBRUARY MARCH APRIL MAY JUNE

PHASE 1

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JANUARY FEBRUARY MARCH APRIL

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