TECH BUSINESS

CONSULTING
TOOLKIT
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 “This is a quote, words full of wisdom that
someone important said and can make the
reader get inspired.”
—SOMEONE FAMOUS
 TABLE OF CONTENTS

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

03 Change management 04 Implementing changes

You can describe the topic of You can describe the topic of
the section here the section here
 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 W 1 2 3 4 5 6 7 8 9 10 11 12
1. Kick-off

2. Business insights

3. Mission and vision

4. Key strategic objectives

5. Strategy map Workshop #1

6. Balanced scorecard

7. Strategic objectives

8. First report Workshop #2

 STRATEGIC PLANNING

Mission Vision
Venus is the second planet Jupiter is the biggest planet of
from 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

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

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 I2 - Insert your I3 - Insert your I4 - Insert your

Internal process
own text own text own text own 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

Products

Market development

New
Use a different color Diversification strategy
strategy
for the strategic

Market
option you
recommend the
company to choose

Current
Market penetration Product development
strategy strategy

Current New
 IMPACT OF THE RISKS

38% 36%
Venus Jupiter
Venus is the second planet Jupiter is the biggest planet
from the Sun of them all

24% 12%
Mars Saturn
Despite being red, Mars is a Saturn is a gas giant and has
cold place 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 Venus has a beautiful name Despite being red, Mars is
the Sun and the smallest in and is the second planet actually a cold place. It’s
the Solar System from the Sun full of iron oxide dust
 KEY DRIVERS OF THE PROFIT

Description Example

You need to provide a neutral Our company has been selling its
The situation description with facts that you know products in the US with an annual
your audience will agree on profit growth above 10%

The complication is a desired With a market share already above

The complication change from the current situation in 40%, profit growth will be limited in
order to know the progression the US

The question that results implicitly Should we enter the European

The question from the complication in order to market to have more benefits in the
identify it short term?
 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
in this
new market?
new market?

Sweet spot
STRATEGIC PERSPECTIVES

Venus Jupiter
Venus is the second Jupiter is the biggest
planet from the Sun planet 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 CASE

Political Technological
Mercury is the closest P T Jupiter is the biggest
planet to the Sun planet of them all

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

Social Environmental
Mars is actually a very S E Neptune is the farthest
cold place planet from the Sun
 STRONG BUSINESS CASE
Tangible benefits $14M Net present values $8M Project cost $4M

Cash flow (US $ million) Change impact

Follow the link in

the graph to modify
its data and then
paste the new one
here.
For more info, click
2011 2014 2017 2019 2021 here Low Medium High

Intangible benefits Strategic alignment Resources

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

Sponsor Sponsor Name Manager Manager Name

 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

30% 70% 2011

2014
2017
2019
2021

Venus Mars Jupiter

Venus is the Despite being red, It’s the biggest planet of them all
second planet Mars is a cold
from the Sun place Follow the link in the graph to modify its data and then paste the new
one here. For more info, click here
 PRICING STRATEGY

Basic Standard Advanced Leading

Level 1 2 3 4

Percentage 20% 70% 10% 1%

- Insert your - Insert your - Insert your - Insert your

description description description description
- Insert your - Insert your - Insert your - Insert your
Description
description description description description
- Insert your - Insert your - Insert your - Insert your
description description description description
 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 Mars is actually a very
planet to the Sun planet from the Sun cold place

Expenses Materials Terms

Jupiter is the biggest Saturn is a gas giant and Neptune is very far away
planet 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
How can the company reduce its cost by 10%?

Reduce costs by $5 M through operational improvements

Outsource non-core functions Simplify core functions Review supplier cost to save
to save $3M processes to save $1M $1M

Evaluate cost and service

Select and review current
level of new potential Design current processes
supplier costs
partners

Compare current process Evaluate cost of potential

Select non-core functions
and improve them suppliers

Choose one partner for Adopt best practices Negotiate new

each function based on benchmarks supplier contracts
INITIATIVE PRIORITIZATION MATRIX: IMPACT
& EFFORT

Impact Effort

An initiative with a high impact would mean one
of the following:
● The initiative needs to happen in order to
achieve the desired future state
● The initiative will significantly reduce our
cost or increase our revenue
The “effort” criteria is assessed based on the
following ideas:
● Ease of implementation
● Time frame required
● Resources required (Number of people,
capital 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

 MANAGEMENT
03
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

1 planet to the Sun 4 planet of them all

Venus is the second Saturn is a gas giant

2 planet from the Sun
Company Logo Here 5 and has rings

Mars is actually a very Neptune is very far

3 cold place XX/XX/XX 6 away from the 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
Hobby 01 80% Earth
It’s the planet that
Hobby 02 40% harbors life

Hobby 03 50% Mars

Mars is actually a
Hobby 04 65% very cold place

Name Anna Wilson Venus 35%

Age 36 years Venus has a beautiful name and is

the second planet from the Sun. It’s
hot and has a poisonous
Occupation Lawyer atmosphere 65%
 IMPLEMENT, TRACK & MANAGE PROGRESS
Manage progress

Progress Status Link

Venus 40% www.yourlinkhere.com

Mars 35% www.yourlinkhere.com

Neptune 70% www.yourlinkhere.com

Jupiter 15% www.yourlinkhere.com

Earth 85% 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

Moderate

Low
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
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
2018 2019 2020 2021 new one here.
For more info, click here
 $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 is the second planet
from the Sun

Mars
Despite being red, Mars is
a very cold place
 ANSWERS AND ARGUMENTS

Write your question

Write your answer

Mercury Venus Mars

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

Requirements Mercury is the closest planet to the Sun

Design Venus is the second planet from the Sun

Implementation Mars is actually a very cold place

Verification Jupiter is the biggest planet of them all

Maintenance Saturn is a gas giant with 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 name and is the second
It’s full of iron oxide
the smallest one 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

1 Is Mercury the closest

planet to the Sun? 6 Is Neptune the farthest
planet from the Sun?

2 Is Venus the second planet

from the Sun? 7 Is Ceres located in the main
asteroid belt?

3 Is Mars actually a very cold

place? 8 Is Jupiter the biggest planet
of them all?

4 Is Saturn composed of
hydrogen and helium? 9 Is Pluto now considered a
dwarf planet?

5 Is Earth the planet that

harbors life? 10 Is Uranus the seventh planet
from the Sun?
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