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Consulting Toolkit
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Table of contents
01 02
Project & strategy Consulting proposal
You can describe the topic of the You can describe the topic of the
section here section here

03 04
Management change Implementing changes
You can describe the topic of the You can describe the topic of the
section here section here
“This is a quote, words full of wisdom that
someone important said and can make the
reader get inspired.”
—Someone Famous
 01
Project & strategy
You can enter a subtitle here if you need it
Project & strategy:
definition
You can give here a brief description of the topic you want to
talk about. For example, if you want to talk about Mercury,
you can say that it’s the smallest planet in the entire Solar
System
Strategic planning
Steps Wee 1 2 3 4 5 6 7 8 9 1 11 1
k 0 2
1. Kick-off

2. Business insights

3. Mission and vision

4. Key strategic objectives Workshop #1

5. Strategy map

6. Balanced scorecard

7. Strategic objectives
Workshop #2

8. First report
 Strategic planning

Mission Vision
Venus is the second planet from Jupiter is the biggest planet of
the Sun them all

Objectives Key initiatives

Despite being red, Mars is a Saturn is a gas giant and has
cold place several rings
Strategy map & balanced scorecard
Perspectives Strategic objectives

F1 - Insert your F2 - Insert your F3 - Insert your F4 - Insert your

Financial own text own text own text own text

C1 - Insert your C2 - Insert your C3 - Insert your C4 - Insert your

Customer own text own text own text own text

I1 - Insert your own I2 - Insert your own I3 - Insert your own I4 - Insert your own
Internal process text text text text

L1 - Insert your L2 - Insert your L3 - Insert your L4 - Insert your

Learning & growth own text own text own text own text
Strategic options: risks
Market development
New
Use a different color for
the strategic option you
Diversification

recommend the company

strategy strategy
Market

to choose
Current

Market penetration Product development

strategy strategy

Current New

Products
Impact of the risks
34.5% 21.8%
Venus Jupiter
Venus is the second planet Jupiter is the biggest
from the Sun planet of them all

10.9% 32.7%
Mars Saturn
Despite being red, Mars is Saturn is a gas giant and
a cold place has several rings
Follow the link in the graph to modify its data and then paste the new one here. For more info, click here
Corporate strategies

Mercury Venus Mars

It’s the closest planet to the Sun Venus has a beautiful name and Despite being red, Mars is
and the smallest in the Solar is the second planet from the actually a cold place. It’s full of
System Sun iron oxide dust
Key drivers of the profit
Description Example
You need to provide a neutral description Our company has been selling its products
The situation with facts that you know your audience will in the US for 10 years, with an annual profit
agree on growth above 10%

The complication is a desired change of the With a market share already above 40%,
The complication current situation profit growth will be limited in the US

The question that implicitly results from the

The question complication
Should we enter the European market?
 Decisions: new market,
new product, new company
What will be the
Desirability profitability of this
strategic initiative?

What is the potential

What is the feasibility to
demand for our product Profitability Feasibility
enter this new market?
in this new market?

Sweet spot
Strategic perspectives
Venus Jupiter
Venus is the second planet Jupiter is the biggest planet
from the Sun of them all

Mars Saturn
Despite being red, Mars is Saturn is a gas giant and
a cold place has several rings
Awesome
words
Strong business plan
Political Technological
Mercury is the closest planet to
the Sun
P T Jupiter is the biggest planet of
them all

Economical Legal
Venus is the second planet from
the Sun
E Pestle L Saturn is composed of hydrogen
and helium

Social Environmental
Mars is actually a very cold
place
S E Neptune is the farthest planet
from the Sun
Strong business case
Project costs $4M Tangible benefits $14M Net present value $8M

Cash flow (US $ millions) Change impact

Low Medium High

2011 2014 2017 2019 2021

Intangible benefits Strategic alignment Resources

Insert here your own text Insert here your own text Insert here your own text

Follow the link in the graph to modify its data

Sponsor Sponsor name Manage and then paste the new one here.
Manager name
r For more info, click here
Financial model
Historial results Forecast period
Inc. model 2014 2015 2016 2017 2018 2019 2020 2021 2022
Balance sheet
Assets
Cash xx xx xx xx xx xx xx xx xx
Account xx xx xx xx xx xx xx xx xx
Inventory xx xx xx xx xx xx xx xx xx
Current Assets xx xx xx xx xx xx xx xx xx
Property xx xx xx xx xx xx xx xx xx
Goodwill xx xx xx xx xx xx xx xx xx
Total xx xx xx xx xx xx xx xx xx
Financial model

25%
2011
2014
2017

75% 2019
2021

Venus Mars Venus

Venus is the Despite being red,
second planet from Mars is a cold Follow the link in the graph to modify its data and then paste the new
the Sun place one here. For more info, click here
Pricing strategy
Advanced Leading
Basic Standard

Level 1 2 3 4

Percentage 20% 70% 10% 1%

Mercury is the Venus has a Despite being Jupiter is a gas

closest planet to beautiful name, red, Mars is giant and the
Description the Sun and the but also high actually a cold biggest planet in
smallest one temperatures place the Solar System
 02
Consulting proposal
You can enter a subtitle here if you need it
Consulting proposal

Services Fees Invoices

Mercury is the closest Venus is the second planet Mars is actually a very cold
planet to the Sun from the Sun place

Expenses Materials Terms

Jupiter is the biggest planet Saturn is a gas giant and Neptune is very far away
of them all has rings from Earth
A picture is worth a thousand words
A picture always
reinforces the
concept
Images reveal large amounts of data, so remember:
use an image instead of a long text. Your audience
will appreciate it
Answers and supporting arguments
Reduce costs by $5 millions
through operational
improvements
Outsource non-core Simplify core functions Review supplier cost to
functions to save $3 mill. processes to save $1 mill. save $1 mill.

Evaluate cost and service level of Select and review current supplier
Design current processes
potential partners costs

Compare current process to best-in- Evaluate cost of potential

Select non-core functions
class benchmarks alternative suppliers

Choose one partner for each Adopt best practices based on Negotiate supplier contracts/choose
function benchmarks options
Initiative prioritization matrix: impact
& effort
Impact Effort
The “effort” criteria is assessed based on the
An initiative with a high impact would mean one followings:
of the followings:
- Ease of implementation
- The initiative needs to happen in order to
achieve the desired future state - Time frame required
- The initiative will significantly reduce our cost - Resources required (Number of people, capital
or increase our revenue investment, etc.)
Prioritization matrix
Initiative Impact Effort

1 List all your potential initiatives Very high

2 List all your potential initiatives High

3 List all your potential initiatives Low

4 List all your potential initiatives High

5 List all your potential initiatives Very high

6 List all your potential initiatives High

 03
Management change
You can enter a subtitle here if you need it
 Ansoff growth matrix

Do you know what helps you make your point clear? Lists like
this one:
● They’re simple
● You can organize your ideas clearly
● You’ll never forget to buy milk!
And the most important thing: the audience won’t
miss the point of your presentation
Business case
Mercury is the closest Business name Jupiter is the biggest planet
1 planet to the Sun 4 of them all

2
Venus is the second planet Company 5
Saturn is a gas giant and has
from the Sun rings
logo here
Mars is actually a very cold Neptune is very far away
3 6
place XX/XX/XX from Earth
Competitor comparison table
Attributes Competitor A Competitor B Competitor C
Price $360 $320 $300

Quality Low Medium High

Customer age 20-40 18-45 18-50

Reputation Bad Average Good

Location Spain Italy USA

Target
Reading 20% Earth
It’s the planet that
Yoga 40% harbors life

Blogging 10% Mars

Mars is actually a very
Cooking 30% cold place

Name Anna Wilson Venus 42%

Age 26 Years
Venus has a beautiful name and is the second
planet from the Sun. It’s hot and has a poisonous
Occupation atmosphere
Lawyer 58%
Implement, track & manage progress
Manage progress

Progress Status Link

Venus 10% www.yourlinkhere.com

Mars 20% www.yourlinkhere.com

Neptune 30% www.yourlinkhere.com

Jupiter 40% www.yourlinkhere.com

Earth 50% www.yourlinkhere.com

Ceres 60% www.yourlinkhere.com

Changing manag. strategy & plan
Size of the change
Insert name of Insert name of Insert name of
Extreme

Complexity of the change

the change the change the change

Insert name of Insert name of Insert name of

High the change the change the change

Insert name of
Medium the change

Insert name of
Moderate the change

Insert name of
Low the change

1 team impacted 1 business unit 1 division Half company Extreme

 04
Implementing changes
You can enter a subtitle here if you need it
Sales and strategy plan
1 2 3

Implementation Internal analysis External analysis

5 4

Sales plan Sales strategy

$489,300.00
Big numbers catch your audience’s attention
About the terms of the agreement
Venus
Venus is the second planet
from the Sun

Mars
Despite being red, Mars is a
very cold place

Follow the link in the graph to modify its data

and then paste the new one here.
For more info, click here
Venus Mars Jupiter Saturn
 $20,000 $15,000
Mars is actually a cold place Venus has a beautiful name

$10,000 $45,000
Mercury is the smallest planet Saturn has several rings
Management approach
Jupiter is the Saturn is a gas
biggest planet of giant and has
them all several rings

January February March April

Venus is the Despite being red,

second planet Mars is a very
from the Sun cold place
Strategic alliances

Venus
Venus has a beautiful name and
is the second planet from the
Sun
Answers and arguments
Write your question

Write your answer

Mercury Venus Mars

Mercury is the closest planet Venus has a beautiful name Despite being red, Mars is
to the Sun and the smallest and is the second planet from actually a cold place. It’s full
the Sun of iron oxide dust
Waterfall management plan
Mercury is the closest planet
Requirements to the Sun

Venus is the second planet

Design from the Sun

Mars is actually a very cold

Implementation place

Jupiter is the biggest planet of

Verification them all

Saturn is a gas giant and has

Maintenance several rings
Maturity model
Basic Standard Advanced
Despite being red, Mars
Mercury is the closest Venus has a beautiful
is actually a cold place.
planet to the Sun and the name and is the second
It’s full of iron oxide
smallest of them all planet from the Sun
dust

30% 50% 70%

Profitability ratios
Worst peer Best peer

Return on sales (%) % %

Return on equity (%) % %

Return on net assets (%) %

Return capital employed (%) % %

Return on funds employed (%) % %

Company 1 Company 2 Company 3

Top 10 questions of business plans
Is Mercury the closest planet Is Neptune the farthest planet
1 to the Sun? 6 from the Sun?

Is Venus the second planet Is Ceres located in the main

2 from the Sun? 7 asteroid belt?

Is Mars actually a very cold Is Jupiter the biggest planet

3 place? 8 of them all?

Is Saturn composed of Is Pluto now considered a

4 hydrogen and helium? 9 dwarf planet?

Is Earth the planet that Is Uranus the seventh planet

5 harbors life? 10 from the Sun?
Software and
app demo
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screen with your own work. Just
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Our team

Timmy Jimmy Jenna Doe

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 Thanks!
Do you have any questions?
youremail@freepik.com
+91 620 421 838
yourcompany.com

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