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2022

Simple Leaves
Consulting Toolkit
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Simple Leaves
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Table of contents

0 Project &
strategy 0 Consulting
proposal

1 2
You can describe the topic of You can describe the topic of
the section here the section here

0 Change
management 0 Implementing
changes

3 4
You can describe the topic of You can describe the topic of
the section here the section here
2022

01
Project & strategy
You can enter a subtitle here if you need it

Simple Leaves
Project & strategy
definition
You can give a brief description of the topic you want to talk
about here. 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 project plan
Steps | Week 1 2 3 4 5 6 7 8 9 10 11 12
Kick-off

Business insights

Strategic objectives

Strategic map

Balanced scorecard

Strategic objectives

First report
“This is a quote, words full of
wisdom that someone important said
and can make the reader get
inspired.”

—Someone Famous
Strategic planning project plan

Mision Mercury is the closest planet to the Sun and the


smallest one in the Solar System

Vision Venus is the second-brightest natural object in the


night sky after the Moon

Objectives Mars is full of iron oxide dust, which gives the


planet its reddish cast

Key Saturn was named after the Roman god of wealth


and agriculture
initiatives
Strategy map & balanced scorecard
Perspectives Strategic objectives
F1 - Insert your own F2 - Insert your own F3 - Insert your own
Financial
text text text

C1 - Insert your own C2 - Insert your own C3 - Insert your own


Customer
text text text

I1 - Insert your own I2 - Insert your own I3 - Insert your own


Internal process
text text text

L1 - Insert your own L2 - Insert your own L3 - Insert your own


Learning & growth
text text text
Strategic options: risks
Market development
Diversification strategy
New

strategy
Market

Market penetration Product development


Current

strategy strategy
Current New
Products
Use a different color for the strategic option you recommend the company to choose
Impact of the risks
82 Mercury
It’s the closest planet to

%
the Sun

33 Venus
Venus is the second

%
planet from the Sun

15 Earth
Earth is the third planet Follow the link in the graph to modify its data and then paste the

%
from the Sun new one here. For more info, click here
Corporate strategies

Venus Mercury
Venus has a beautiful name and It’s the closest planet to the Sun
is the second planet from the and the smallest one in the
Sun Solar System
Key drivers of the profit
Description Example
Give a description with facts Our company has been selling
The situation that you know your audience its products in the US for 10
will agree on years

With a market share above 40%,


The complication is a desired
The complication profit growth will be limited in
change of the current situation
the US

The question that implicitly Should we enter the European


The question
results from the complication market?
Market, product & company
Desirability
D What will be the profitability of this
D strategic initiative?

Profitability
P What is the potential demand for our
P F product in this new market?

Feasibility
Sweet spot
F What is the feasibility to enter this new
market?
Strategic perspectives
Earth Venus
Earth is the only planet that It has a beautiful name and is
harbors life in the Solar the second planet from the
System Sun

Mercury Mars
Mercury is the closest planet It's full of iron oxide dust,
to the Sun and the smallest which gives the planet its
of them all reddish cast
2022

Awesome
words
Simple Leaves
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 L Saturn is composed of
hydrogen and helium

Social Environmenta
Earth is the third planet from
the Sun
S E lplanet from the Sun
Neptune is the farthest
Strong business case
Project cost Cash flow (USD Intangible benefits
$7.5
M) Insert your own text here
M
Strategic
Tangible benefits alignment
Insert your own text here
$23M Sponsor
Low Sponsor name
Net present value Chang
Medium
$15M e Manager
High
impact Project manager name
Follow the link in the graph to modify its data and then paste the new one here. For more info, click here
Financial model
Historical results Forecast period
INC 2014 2015 2016 2017 2018 2019 2020 2021 2022
model
Balance sheet
Assets
Cash xx xx xx xx xx xx xx xx xx
Accounts 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
Total xx xx xx xx xx xx xx xx xx
Financial model

63% 37%
Jupiter Saturn Mercury
Jupiter is the biggest Saturn is the ringed Mercury is the closest planet to the Sun and
planet planet the smallest of them all

Follow the link in the graph to modify its data and then paste the new one here. For more info, click here
A picture is worth a
thousand words
Pricing strategy

01 02 03 04
Basic Standard Advanced Leading
20% 70% 10% <1%
Insert your description Insert your description Insert your description Insert your description
here here here here
Insert your description Insert your description Insert your description Insert your description
here here here here
2022

02 Consulting proposal
You can enter a subtitle here if you need it

Simple Leaves
Consulting proposal
Services Fees Invoices
Mars is full of iron oxide Saturn is the second-largest Mercury is the closest planet
dust, which gives the planet planet in the Solar System to the Sun and the smallest
its reddish cast of them all

Expenses Materials Terms


Venus has a beautiful name, Jupiter is a gas giant and the Neptune is the fourth-largest
but also very high biggest planet in the Solar planet in the Solar System
temperatures System
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 costs by 10%?
Reduce costs by $5M through operational
improvements

Outsource non-core Simplify core functions Review supplier cost to save


functions to save $3M processes to save $1M $1M

○ Evaluate cost and service ○ Compare current process to ○ Select and review current
level of potential partners best-in-class benchmarks supplier costs
○ Choose one partner for each ○ Adopt best practices based ○ Evaluate cost of potential
function on benchmarks alternative suppliers
Initiative prioritization matrix

Mercury's name has nothing to do with the liquid


Impact metal, since this planet was named after the Roman
messenger god

Jupiter is the fourth-brightest object in the night


Effort sky. It was named after the Roman god of the skies
and lightning
Prioritization matrix
Initiative Impact Effort
01 List all your potential initiatives High

02 List all your potential initiatives Very high

03 List all your potential initiatives Low

04 List all your potential initiatives High

05 List all your potential initiatives Very high

06 List all your potential initiatives Low

07 List all your potential initiatives Low


2022

03 Change
managemen
t
You can enter a subtitle here if
you need it

Simple Leaves
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
01 Mercury is the closest planet to the Sun

Company 02 Jupiter is the biggest planet of them all

logo here 03 Venus is the second planet from the Sun

04 Saturn is composed of hydrogen and helium

Company
name
05 Mars is actually a very cold place

xx/xx/xx 06 Neptune is the farthest planet from the Sun


Competitor comparison table

Attributes Competitor A Competitor B My business


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
Personality Hobbies
Despite being red, Mars is a
cold place. It's full of iron oxide
Music
48
dust, which gives the planet its
reddish cast %
Movies
85
%
Motivations Drawing
63


Mercury is very small
Venus is very hot
Name: Anna Wilson %
○ We all live on Earth Age: 32 years old Painting
79
○ Saturn has several rings Job: Designer
%
Implement, track & manage
progress
Manage progress
Progress Status Link
25
Jupiter www.yourlinkhere.com
%
32
Mars www.yourlinkhere.com
%
45
Earth www.yourlinkhere.com
%
71
Venus www.yourlinkhere.com
%
56
Saturn www.yourlinkhere.com
%
69
Neptune www.yourlinkhere.com
%
2022

239,000
Big numbers catch your audience’s attention

Simple Leaves
Change management strategy &
Sizeplan
of the change
Insert name of Insert name of Insert name of
Extreme the change the change the change
Insert name of Insert name of Insert name of

Complexity
High the change the change the change
Insert name of
Medium the change

Moderate

Low

1 team 1 unit 1 division 1/2 company Extreme


2022

Implementing
changes
You can enter a subtitle here if you need it
04
Simple Leaves
Sales and strategy plan
Implementation Ext. analysis Sales plan
Venus has extremely high Earth is the third planet Jupiter is the biggest
temperatures from the Sun planet of them all

01 02 03 04 05
Int. analysis Sales strategy
Mercury is quite a small Despite being red, Mars is
planet very cold
About the terms of the agreement

70 30
%
Jupiter %
Earth
It’s a gas giant and the Earth is the third planet
biggest planet in the Solar from the Sun and harbors
System life

Follow the link in the graph to modify its data and then paste the new one here. For more info, click here
9h 55m 23s
Jupiter's rotation period

405,000
The Sun’s mass compared to Earth’s

386,000 km
Distance between Earth and the Moon
Management approach
January April
Mars is full of iron oxide Jupiter is a gas giant and
dust, giving the planet its the biggest planet of them
reddish cast all

February March
Saturn is the second-largest Venus has a beautiful
planet in the Solar System name, but also very high
temperatures
Strategic alliances
Saturn
Saturn is composed of
hydrogen and helium

Neptune
Neptune is the farthest
planet from the Sun

Earth
Earth is the only planet
known to harbor life
Answers and arguments
Write your question
Write your answer

Mercury Venus Neptune


Mercury is the closest It’s terribly hot, even hotter Neptune is also the fourth-
planet to the Sun and the than Mercury, and its largest planet by diameter in
smallest one in the Solar atmosphere is extremely the Solar System
System poisonous
Waterfall management plan
Venus has a beautiful name, but also
Requirements very high temperatures

Earth is the only planet that harbors life


Design in the Solar System

Jupiter is the biggest planet in the entire


Implementation Solar System

Mercury is the smallest planet in the


Verification entire Solar System

Neptune is the fourth-largest planet in


Maintenance the Solar System
Maturity model

30% 50% 70%


Basic Standard Advanced
Earth is the third planet Jupiter is a gas giant and Neptune is the fourth-
from the Sun and harbors the biggest planet of them largest planet in the Solar
life all System
Profitability ratios
Worst peer Best peer

On sales (%) % %

On equity (%) % %

On net assets (%) % %

Capital employed (%) % %

On funds employed (%) % % %

Company 1 Company 2 Company 3


Top 10 questions of business plans
01 What is your situation? 06 Who are the key players?

02 What is your vision? 07 How to make a difference?

03 How to reach your vision? 08 What is your marketing plan?

04 What do you offer? 09 What are your economics?

05 How big is the market? 10 What do you need to start?


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You can speak a bit about this You can speak a bit about this You can speak a bit about this
person here person here person here
2022

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