FUTURE-MINIMAL SHAPES

CONSULTING TOOLKIT
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 TABLE OF CONTENTS

01 03
PROBLEM/SOLUTION MARKET ANALYSIS
Here you could describe the topic of Here you could describe the topic of
the section the section

02 04
OUR PROCESS OUR CONSULTANTS
Here you could describe the topic of Here you could describe the topic of
the section the section
“This is a quote. Words full of wisdom that someone
important said and can make the reader get inspired”

—SOMEONE FAMOUS
OUR COMPANY

Venus has a beautiful name and is the second planet from the Sun. It’s terribly hot—even hotter
than Mercury—and its atmosphere is extremely poisonous. It’s the second-brightest natural
object in the night sky after the Moon
 UNDERSTANDING THE PROBLEM

MERCURY JUPITER
Mercury is the closest planet It’s a gas giant and also the
to the Sun and the smallest biggest planet in the Solar
one System
01
COMPANY
You could enter a subtitle here if you
need it
 WHOA!
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
 OUR SOLUTIONS

MARS MERCURY VENUS

Despite being red, Mars is Mercury is the closest planet Venus has a beautiful name
actually a cold place. It’s full to the Sun. It was named and is the second planet from
of iron oxide dust after a god the Sun
 MISSION & VISION STATEMENT
MISSION STATEMENT
● It is the company’s reason for
existence or purpose
● It describes the overarching intent of
the organization
● It is defined during a workshop with
the top management
● It should provide focus,and help
guide decision making
VISION STATEMENT
● It describes the organization desired
or intended state at some point in the
future
● It describes the overarching aim as it
progresses into the future
● It is usually defined during a
workshop with the top management
 OUR SOLUTIONS

BASIC BELOW AVERAGE ADVANCED EXCEPTIONAL

PROCUREMENT Insert your text Insert your Insert your text Insert your text Insert your text
STRATEGY here text here here here here

ORGANISATION &
HUMAN
Insert your text Insert your Insert your text Insert your text Insert your text
RESOURCES here text here here here here

PROCUREMENT Insert your text Insert your Insert your text Insert your text Insert your text
PROCESSES here text here here here here

TECHNOLOGY
Insert your text Insert your Insert your text Insert your text Insert your text
here text here here here here
AN IMAGE ALWAYS
REINFORCES THE
CONCEPT
Images reveal large amounts of data,
so remember: use an image instead
of long texts
 WE NEED TO USE ”ENTERING A NEW MARKET”
FRAMEWORK

“PROFITABILITY” “ NEW MARKET” “NEW PRODUCT” “M&A”

PROBLEM PROBLEM PROBLEM PROBLEM
Despite being red, Venus has a beautiful It’s a gas giant and It’s a beautiful planet
Mars is actually a cold name, but it’s very hot also the biggest planet and the place where
place of all we live on
 THE “ENTERING A NEW MARKET” 3 COMPONENTS
FRAMEWORK

25% 25%
DESIRABILITY FEASIBILITY
Despite being red, Mars is Mercury is the closest
actually a cold place planet to the Sun

30% 20%
PROFITABILITY SWEET SPOT
Venus has a beautiful name, It’s a gas giant and also the
biggest planet
but it’s very hot
INEFFECTIVE PRICING MANAGEMENT WILL CAUSE
MANY ISSUES

VOLUME PRICE
Lost market share Wide price bands
Excess inventory Slow response to RFPs

PROFIT COST
Declining margins Increased service costs
Product lack of visibility Increased write-offs
SITUATION, COMPLICATION AND QUESTION TO
ANSWER

THE SITUATION Provide a neutral description with facts that you

know your audience will agree on

THE COMPLICATION The complication is a desired change of the

current situation

THE QUESTION The question that implicitly results from the

complication
SITUATION, COMPLICATION AND QUESTION TO
ANSWER

DESCRIPTION EXAMPLE

SITUATION It’s a beautiful planet and the Despite being red, Mars is a very
place where we live on cold place, not hot

COMPLICATION Venus has a beautiful name, but Neptune is the farthest planet
it’s terribly hot from the Sun

QUESTION It’s a gas giant, the biggest planet Saturn is a gas giant and
in the Solar System the ringed planet
 BUSINESS ROADMAP

PHASE 3
PHASE 2
PHASE 1
● Describe this phase
● Describe this phase ● Describe this phase
● Describe this phase ● Describe this phase ● Describe this phase
● Describe this phase ● Describe this phase
● Describe this phase
CREATE YOUR STRATEGIC PLANNING TEAM

02
01 03
CORE
Mercury is the closest planet
LEADERSHIP to the Sun. It was named MEASUREMENT
Despite being red, Mars is after a god Venus has a beautiful name
actually a cold place. It’s full and is the second planet from
of iron oxide dust the Sun
 EXECUTIVE SUMMARY

PERSPECTIVES STRATEGIC OBJECTIVES

Insert your Insert your Insert your Insert your

FINANCIAL own text own text own text own text

Insert your Insert your Insert your Insert your

CUSTOMER own text own text own text own text

INTERNAL Insert your Insert your Insert your Insert your

PROCESS own text own text own text own text

LEARNING & Insert your Insert your Insert your Insert your
GROWTH own text own text own text own text
 MAIN COMPETITORS

01 02 03
Mercury is the closest Venus has a beautiful Despite being red, Mars is
planet to the Sun name, but it’s hot actually cold place

04 05 06
Saturn is the ringed planet Jupiter is the biggest Neptune is the farthest
and a gas giant planet of them all planet from the Sun
 STRATEGY MAP

PERSPECTIVES

Presents the strategic objectives that drive financial performance

FINANCIAL to the company

Presents the strategic objectives related to the value proposition

CUSTOMER of the company

INTERNAL Presents the strategic objectives related to the internal

PROCESS capabilities of the company

LEARNING & Presents the strategic objectives related to the intangible assets
GROWTH required to drive performance
 SWOT

STRENGTHS WEAKNESSES
● Insert your own text ● Insert your own text
● Insert your own text ● Insert your own text
● Insert your own text ● Insert your own text

OPPORTUNITIES THREATS
● Insert your own text ● Insert your own text
● Insert your own text ● Insert your own text
● Insert your own text ● Insert your own text
10 QUESTIONS TO MAKE AN EFFECTIVE BUSINESS
PLAN

What is your situation? Who are the key players?

What is your vision? How to make a difference?

How to reach your vision? JUPITER What is your marketing plan?

What do you offer? What are your economics?

How big is the market? What do you need to start?

 COMPETITOR COMPARISON

REVENUE PROFIT MARKET EMPLOYEES QUALITY

Insert your Insert your Insert your Insert your Insert your own
COMPETITOR A
own text own text own text own text text

Insert your Insert your Insert your Insert your Insert your own
COMPETITOR B
own text own text own text own text text

Insert your Insert your Insert your Insert your Insert your own
COMPETITOR C
own text own text own text own text text

Insert your Insert your Insert your Insert your Insert your own
COMPETITOR D
own text own text own text own text text
 PESTLE ANALYSIS

POLITICAL TECHNOLOGICAL
Despite being red, Mars is P T Venus has a beautiful name,
actually a cold place but it’s hot

ECONOMICAL LEGAL
Jupiter is a gas giant and E L Earth is the beautiful
the biggest planet planet we all live on

SOCIAL ENVIRONMENTAL
It’s a gas giant, composed S E It’s the closest planet to the
of hydrogen Sun and the smallest
PRODUCTS & SERVICES

NAME BENEFITS FEATURES UPS

PRODUCT 1 Insert your own text Insert your own text Insert your own text

PRODUCT 2 Insert your own text Insert your own text Insert your own text

PRODUCT 3 Insert your own text Insert your own text Insert your own text
 ANSOFF GROWTH MATRIX

CAPTION LESS RISKY MORE

RISKY

NEW
MARKET
DIVERSIFICATION
DEVELOPMENT
STRATEGY
STRATEGY

MARKET PRODUCT
CURRENT PENETRATION DEVELOPMENT
STRATEGY STRATEGY

CURRENT NEW
PRIORITIZATION MATRIX: INITIATIVES LIST

INITIATIVE NAME IMPACT EFFORT

Name of the potential initiative 1 Very high Very high

Name of the potential initiative 2 High High

Name of the potential initiative 3 Low Low

Name of the potential initiative 4 Very low Very low

Name of the potential initiative 5 Very high Very high

 EXECUTIVE SUMMARY
Low impact High impact

EXTREME Name of the Name of the Name of the

change change change

HIGH Name of the Name of the Name of the

change change change

MEDIUM Name of the

change

MODERATE

LOW

TEAM BUSINESS DIVISION COMPANY EXTREME

 EFFICIENCY RATIOS

TURNOVER FORMULA DEFINITION RESULT

INVENTORY COGS / Average inventory Your own text Your own text

RECEIVABLE Sales / A. receivable Your own text Your own text

PAYABLE COGS / A. accounts payable Your own text Your own text

ASSET Sales / Average net assets Your own text Your own text

FIXED A. Sales / Average fixed assets Your own text Your own text

CAPITAL Sales / Average capital Your own text Your own text
 M&G LIFECYCLE

M&A STRATEGY TARGET DUE TRANSACTION INTEGRATION DIVESTITURE

SCREENING DILIGENCE EXECUTION

PRE-ANNOUNCEMENT ANNOUNCEMENT POST-ANNOUNCEMENT

Despite being red, Mars is Venus has a beautiful Mercury is the closest
actually a cold place name, but it’s hot planet to the Sun
 GROWTH PLAN THIS MONTH

SUN MON TUE WED THU FRI SAT

01 02 03

04 05 06 07 08 09 10

11 12 13 14 15 16 17

18 19 20 21 22 23 24

25 26 27 28 29 30 31

SATURN MERCURY JUPITER VENUS

Saturn is the Mercury is the It’s a gas giant Venus has a
ringed planet smallest planet and the biggest beautiful name
 EXECUTIVE SUMMARY
SITUATION
● Mercury is the closest planet to the Sun
and the smallest one
● In fact, this planet is only a little bit
larger than the Moon
● The planet is full of iron oxide dust,
which gives the planet its red cast
RECOMMENDATION
● Venus has a beautiful name and it’s the
second planet from the Sun
● It’s terribly hot and its atmosphere is
extremely poisonous
● Mars is red, but it’s a very cold
planet, full of iron oxide dust
 NET PRESENT VALUE (NPV)

1 2 3 4 TOTAL
COSTS 2.1$ 1.2$ 0.4$ 0.1$

ADDITIONAL 1.0$ 2.0$ 4.0$ 5.0$

SAVINGS 1.0$ 1.0$ 1.0$ 2.0$

CASH 0.1$ 1.8$ 4.6$ 6.9$ 23.1$

NPV 0.1$ 1.5$ 3.6$ 4.9$ 16.3$

RATE 9% 5% 2%
 MARKET RESEARCH

30% 48% 65%

SATURN NEPTUNE VENUS

Saturn is composed of Neptune is the fourth- Venus is the second planet
hydrogen and helium largest planet from the Sun
 ANALYSIS

TOP RATED VALUES

50,000,000
Despite being red, Mars is
actually a cold place

60,000
Saturn is a gas giant, 2018 2019 2020
composed mostly of If you want to modify this graph, click on it, follow the link, change
hydrogen and helium the data and replace it here
 MAP ANALYSIS

MARS
Despite being red,
Mars is actually a cold
place

VENUS
Venus has a
beautiful name,
but it’s very hot
 980,000
Big numbers catch your audience’s attention easily
A PICTURE IS
WORTH A
THOUSAND
WORDS
 OUR PROCESS

01 03
Mercury is the closest Neptune is the fourth-
planet to the Sun largest planet

Saturn is composed of Venus is the second planet

hydrogen and helium from the Sun

02 04
 TESTIMONIALS

“Mercury is the closest planet to the Sun “Neptune is the farthest planet from the
and the smallest one” Sun and the fourth-largest”

—JENNA DOE —RICHARD McKANE

“Despite being red, Mars is a cold place. “Venus has a beautiful name and is the
It’s full of iron oxide dust” second planet from the Sun”

—TIMMY JIMMY —JOHN JAMES

 OUR CONSULTANT

PETER WANG, 36

You can replace the image on the screen

with your own
 OUR CONSULTANT

SARA JAMES, 32

You can replace the image on the screen

with your own
 TARGET

GENDER AGE

60% 70% 35%

WOMEN
Venus has a beautiful name,
but it is terribly hot
90%
MEN 25-45 46-65
Despite being red, Mars is Mercury is the Saturn is a gas giant
smallest planet with rings
actually a very cold place
 AWARDS

VENUS
Venus has a beautiful
name, but it’s hot

NEPTUNE
Neptune is the farthest
planet from the Sun

SATURN
Saturn is the ringed planet
and a gas giant
 OUR PARTNERS
VENUS
Venus has a beautiful
name, but it’s hot

JUPITER SATURN
It’s the biggest planet in the Saturn is the ringed planet
Solar System and a gas giant
 UPCOMING GOALS

2022 2023 2024 2030

Venus is the second The biggest planet in Saturn is the ringed Despite being red,
planet from the Sun the Solar System one and a gas giant Mars is a cold place
 SNEAK PEEK

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ng
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miling woman holding a laptop and lookin
g at photographer
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 JANUARY FEBRUARY MARCH APRIL MAY JUNE

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