Business & Consulting Toolkits - Sample

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list
Our team of ex-McKinsey, Deloitte & BCG Consultants created 10 Business
& Consulting Toolkits including practical Frameworks, Tools & Templates
1.Corporate & 2.Management 3.Change 4.Project 5.Sales, Marketing &

Business Strategy Consulting Toolkit Management Toolkit Management Toolkit Communication
Toolkit Toolkit
Visit Website Visit Website Visit Website Visit Website Visit Website
6.Finance and 7.Digital 8.Operations & 9.Leadership Skills 10.Legal Toolkit

Mergers & Transformation Supply Chain Toolkit Toolkit
Acquisitions Toolkit Toolkit
Let’s zoom on the Corporate & Business Strategy Toolkit

Toolkit Toolkit

1.Corporate & Business Strategy Toolkit
Table of Content
1. Strategic Plan Template

2. Business Plan Template
3. Business Case Template
4. Consulting Proposal Template
5. Commercial Due Diligence Training
6. Excel Calculator - Cash Flow, NPV, ROI, IRR, Payback Period & WACC
7. Financial Model Course & Template
8. Investor Pitch Deck
9. Market & Competitor Analysis Template
10. Minto Pyramid Principle
11. Model Linking the 3 Financial Statements
12. Pricing Strategies
13. Top 22 Strategy Frameworks & Tools: Ansoff Growth Matrix, Balanced Scorecard, Business
Roadmap, Blue Ocean Strategy, Entry/Exit Barriers, Experience Curve, Fishbone Diagram, Five
Whys, Initiative Prioritization Matrix, Issue Tree, Maturity Model, McKinsey Seven-S, Mission &
Vision Statements, Net Present Value, PESTLE, Porter’s Five Forces, Porter’s Generic Corporate
Strategies, Product Life Cycle, Strategy Map, SWOT, Value Chain Analysis, and Value Driver
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Table of Content

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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
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Strategic Plan
Insert Company Name
Insert your own logo

Strategic Plan
Table of Content
1. Executive Summary
2. Market Analysis
3. Competitor Analysis
4. SWOT
5. Mission, Vision & Strategic Objectives
6. Strategy Map & Balanced Scorecard
7. Key Initiatives to Reach the Strategic Objectives
8. Business Roadmap
9. Dashboards to Track & Manage Progress
10.Exhibit
Executive Summary (1/3)
Strategy Map
The best practice is to have
between 1 and 3 slides for the
Mission: Insert your Mission statement Executive Summary. Usually, the
Strategy Map, the Balance
Vision: Insert your Vision statement Scorecard and the Business
Roadmap represent a good
summary of the Strategic Plan
Perspectives Strategic Objectives
F1 - Insert your own F2 - Insert your own F3 - Insert your own F4 - Insert your own
Financial text text text text
C1 - Insert your own C2 - Insert your own C3 - Insert your own C4 - Insert your own
Customer text text text text
Internal I1 - Insert your own text I2 - Insert your own text I3 - Insert your own text I4 - Insert your own text
Process
Learning L1 - Insert your own L2 - Insert your own L4 - Insert your own
& text text
L3 - Insert your own text
text
Growth
Strategy Map Significantly behind target
Slightly behind target
Example of a Strategy Map Meeting target or above target
Perspective Strategic objectives
Increase
Increase profit Decrease
revenue Cost
Financial
Increase Increase Decrease
revenue per Decrease variable
number of
customer fixed cost cost
customers
Buy the Strategic Plan Template to unlock content

Visit Website
Executive Summary (3/3)
Business Roadmap
Phase 3
Phase 2
Phase 1
 Insert initiative name  Insert initiative name  Insert initiative name

Insert timeline Insert timeline Insert timeline
Timeline
PESTLE Analysis
Replace this text by your own text. Provide the key takeaway of this Powerpoint slide, so if
your CEO or Manager is busy, he does not have to read the whole slide.
Political Technological
• Replace the text by your own text • Replace the text by your own text
• Replace the text by your own text P T • Replace the text by your own text
PESTLE
Visit Website
Target Market Size & Growth
• Description: Insert your own text

• Size: Insert your own text
• Growth: Insert your own text
Total Available Market
(TAM)

Visit Website
Click below to download the Strategic Plan Template
90 Powerpoint slides & 2 Excel Sheets
Learn More
Table of Content

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Business Plan
Insert Company Name
Table of Content
2. Problem to Solve & Solution
3. Mission, Vision & Strategic Objectives
4. Target Market
5. Market Analysis
7. Marketing Plan
8. Business Structure
9. Financial Plan
10.Next Steps
11.Exhibit
Executive Summary
One-Pager Business Plan
• Insert your own text

Problem to Solve Mission, Vision & • Insert your own text
& Solution Strategic
Objectives
• Insert your own text • Insert your own text

Market Analysis Competitor
Analysis

Customer Marketing
Segments Plan
• Insert your own text • Capital required:

Business Financial
Structure Plan • Source of capital:
• Revenue streams:
• Cost structure:
Executive Summary
One-Pager Business Plan
• Insert your own text

Problem to Solve Mission, Vision & • Insert your
Theown
besttext
practice is to have
& Solution Strategic between 1 and 2 slides for the
Executive Summary.
Objectives

Market Analysis Competitor
Analysis
Even if the Executive Summary is

usually done at the end, it should
be placed at the beginning of your
• Insert your own text • Insert your own textPlan.
Business
Customer Marketing
Segments Plan
• Insert your own text • Capital required:

Business Financial
Structure Plan • Source of capital:
• Revenue streams:
• Cost structure:
Market Profitability
Porter’s 5 Forces
Buy the Business Plan Template to unlock content

Visit Website
Caption:
Low Average High
Click below to download the Business Plan Template
Learn More
Table of Content

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Business Case
Insert Project Name
Author: insert your own text
Project Sponsor: insert your own text
Project Manager: insert your own text
Change Manager: insert your own text
Version No: insert your own text
Status: E.g. 1.0 for final / 0.1 for drafts
Document Purpose
The purpose of this document is to provide enough information on the potential project “insert
project name” to decide whether or not to invest in it. This document will provide an overview of
the following:
 Business Opportunity & Suggested Solution
 Project Objectives, Scope & Approach
 Project Deliverables & Business Outcomes
Most of companies have either a
 Strategic Alignment very complex Business Case
Template that nobody uses, or a
 Dependencies & Constraints Business Case Template which is
not good enough to make robust
 Risk Assessment & Mitigation decisions on whether or not to
invest.
 Change Impact Assessment
 Project Costs Following the requests of many of
our clients, we decided to solve this
 Benefits problem by creating a Business
Case Template which is both
 Net Present Value comprehensive and simple to use.
 Key Success Factors & KPIs

Document Audience
Name Role Required / Optional
John Doe Project Sponsor Required
Insert Name Insert role Insert Required or Optional

Table of Content
2. Business Opportunity & Suggested Solution
3. Project Objectives, Scope & Approach
4. Project Deliverables & Business Outcomes
5. Strategic Alignment
6. Dependencies & Constraints
7. Risk Assessment & Mitigation
8. Change Impact Assessment
9. Project Costs
10. Benefits
11. Net Present Value
12. Key Success Factors & KPIs
13. Exhibit
Project Approach = Key deliverable
Replace this text by the key takeaway of this slide
Week 1 2 3 4 5 6 7 8 9 10 11 12
Starts on 7/1 14/1 … … … … … … … … … …
Insert name of Phase 1
1.1 Insert name of Activity
1.2 Activity
1.3 Activity
Phase 2
2.1 Activity
2.2 Activity
2.3 Activity
Phase 3
3.1 Activity
3.2 Activity
3.3 Activity
Project Deliverables and Business Outcomes 1
Zoom on phase 1 2
3
Objectives
• Replace this text by your own text
Key Business Outcomes Deliverable examples

Key Activities & Milestones

Key Deliverables
Click below to download the Business Case Template
Learn More
Table of Content

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We estimate our fees for this 12-week project to be $xxx,xxx
Resources Number of Days Daily rate Total fees
1 Partner 5 $x,xxx $x,xxx
1 Senior Manager 10 $x,xxx $x,xxx
1 Manager 20 $x,xxx $x,xxx
2 Senior Consultants 40 $x,xxx $x,xxx
4 Consultants 100 $x,xxx $x,xxx
5 Junior Consultants 120 $x,xxx $x,xxx
$xxx,xxx
*The fees do not include expenses. We will make every effort to minimize expenses and believe they will not exceed xx% of our fees
33
We estimate our fees for this 12-week project to be $xxx,xxx
See below an example
Resources Number of Days Daily rate Total fees
1 Partner 5 $5,000 $25,000
1 Senior Manager 10 $4,000 $40,000
1 Manager 20 $3,000 $60,000
2 Senior Consultants 40 $2,500 $100,000
4 Consultants 100 $2,000 $200,000
5 Junior Consultants 120 $1,500 $180,000
$605,000*
*The fees do not include expenses. We will make every effort to minimize expenses and believe they will not exceed 10% of our fees
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Table of Content

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There are 3 key types of Due Diligence
Key question the Due Diligence Who usually performs the Due
tries to answer Diligence?
Financial The Financial Advisory team of a

1 “What is the past and present
Due performance of the company?”
Consulting firm (i.e. Deloitte, KPMG,
Diligence McKinsey)
Commercial The Strategy team of a Consulting firm

2 “What is the likely future performance
Due of the company?”
(i.e. Deloitte, EY, McKinsey)
Diligence
“Is there any legal/tax issues or

3 Legal Due opportunities the acquirer company Business Lawyers from a law firm (i.e
Diligence needs to be aware of before making a Ashurst)
decision?”
These 3 key types of Due Diligence are usually initiated by the acquirer company. However
sometimes the Commercial Due Diligence can be initiated by the Vendor or seller company. In
that case the term “Vendor Due Diligence” is often used
A Commercial Due Diligence (CDD) is usually performed alongside
a Financial Due Diligence and a Legal Due diligence
External Due Diligence Focus
Commercial Due Diligence
Financial Due Diligence &

Legal Due Diligence
(i.e. past and present Income
Internal
statements, Balance Sheet

statements, Cash Flow statements,
tax records, etc)
Past Future
Table of Content

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Project Initial Investment
Description
The Project Initial Investment represents the amount that you invest at the
beginning of a project. It is usually a one-off cost that you need to input on Year 0.
This Excel template is available after purchase

Table of Content

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Financial Model Excel Template
This Excel template is available after purchase

Table of Content

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Investor Pitch
Insert Company Name

Table of Content

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SWOT Analysis
Insert your own text to summarize this slide
Strengths Weaknesses
Internal
• Insert you own text • Insert you own text

Opportunities Threats
External

Table of Content

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Create a pyramid with your answer and supporting arguments - Template
Insert your introduction’s question
To communicate in a structured way with a

busy executive, you should start with the
answer to the executive’s question first, and
then list your supporting arguments
Insert your answer
Group, summarize and order logically your
supporting arguments
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?
Insert your Insert your Insert your Insert your Insert your Insert your Insert your Insert your Insert your
supporting supporting supporting supporting supporting supporting supporting supporting supporting
argument argument argument argument argument argument argument argument argument
#1.1 #1.2 #1.3 #2.1 #2.2 #2.3 #3.1 #3.2 #3,3
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Table of Content

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Step 1 - Use our excel Income Statement Template and adjust when
necessary the actual years, projected years and line items
Adjust the actual and projected years. Taking 3 historical

years and 5 projected years is usually a good trade-off
between being comprehensive and effective
Consolidated Income Statement
In US$ millions except per share amounts
Period Ending June 30
Actuals Estimates
2013A 2014A 2015A 2016E 2017E 2018E 2019E 2020E
Revenue
Net Sales
% Growth
Other Income
% Growth
Total revenue
Y/Y revenue growth (%)
Cost of goods sold
Cost of goods sold
COGS as a % of revenue
Gross profit
Gross profit margin (%)
Add or remove line Operating expenses
items depending on Selling, general and administrative

SG&A as a % of revenue
The line items in
your needs. You EBITDA percentage have been
should only have line EBITDA margin (%)
Depreciation and amortization
added to facilitate the
items that are useful EBIT projection that we will
EBIT margin (%)
for what you want to Interest
do later on
achieve Interest expense
Interest income
Net interest expense
EBT
EBT margin (%)
Income tax expense
Tax rate (%)
Net Income (Adjusted)
Non-recurring events
Discontinued operations
Other
Total non-recurring events
Net Income
Dividend payout
49 Net Income after distribution
Table of Content

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Companies usually pursue a Skim Pricing goal when their products
is positioned before the “chasm”
A Skim Pricing goal is often more

suitable because the initial buyers
are not as price sensitive and more
apt to purchasing new products.
Many marketers try to bridge the
chasm by dropping prices. This is not
always the solution. Sometimes, the
SALES
customers may just be waiting for the

product to prove itself or be more
PRODUCT
fully developed. EXTENSIO
N
Product
Early Market Mainstream Market
INTRODUCTION GROWTH MATURITY DECLINE

Source of inspiration: Moore and McKenna
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Table of Content

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Ansoff Growth Matrix
Description
The Ansoff Matrix was developed by H. Igor Ansoff and first published in the Harvard
Business Review in 1957, in an article titled "Strategies for Diversification." It has given
generations of marketers and business leaders a quick and simple way to think about the
risks of growth.
Sometimes called the Product/Market Expansion Grid, the Matrix shows four strategies
you can use to grow. It also helps you analyze the risks associated with each one. The
idea is that each time you move into a new quadrant (horizontally or vertically), risk
increases.
Description
The Ansoff Growth matrix assists top executives to consider 4

key strategic options and their respective risk
Develop new markets for Develop new products in

current products new markets
Market Development Diversification

New Strategy Strategy
Market
Market Penetration Product Development

Current
Strategy Strategy
Gain more market share

with your current Develop new products in
products, in your current Current New your existing markets
markets
Products
Less risky More risky
Caption:
Description
The Ansoff Growth matrix assists top executives to consider 4

key strategic options and their respective risk
With Market Development, Diversification is the
you're putting an existing riskiest of the four options,
product into an entirely new because you're introducing
market. You can do this by a new, unproven product
finding a new use for the into an entirely new market
product, or by adding new that you may not fully
features or benefits to it. understand.

Market

Current
Strategy Strategy
Market Penetration is the
safest of the four options.
Product Development is
Here, you focus on
slightly more risky than
expanding sales of your
Market Penetration,
existing product in your
because you're introducing
existing market: you know Current New a new product into your
the product works, and the
existing market.
market holds few surprises Products
for you.
Ansoff Growth Matrix Caption: Recommendation
Template
Insert your own title

Use a different color for
the strategic option you
recommend the company
to choose

Market

Current
Strategy Strategy
Current New
Products
Let’s zoom on the Management Consulting Toolkit

Toolkit Toolkit

2.Management Consulting Toolkit
Table of Content
3. Top 500 Consulting Powerpoint Slide Templates & Infographics
4. Consulting Case Frameworks to solve common Business Problems
5. Profitability Framework
6. Top 40 Management Consulting Frameworks & Tools:
1. Ansoff Growth Matrix 21. Marketing Mix (4P’s)
2. Balanced Scorecard 22. Maturity Model
3. Business Roadmap 23. McKinsey Seven-S
4. Blue Ocean Strategy 24. Mission & Vison Statement
5. Change Commitment Curve 25. Net Present Value
6. Change Impact Assessment 26. Pareto Principle
7. Data Gathering Interview 27. PESTLE
8. Data Gathering Focus Group 28. Porter’s Five Forces
9. Data Gathering Survey 29. Porter’s Generic Corporate Strategies
10. Entry/Exit Barriers 30. Problem Definition Worksheet
11. Experience Curve 31. Process Mapping
12. Financial Analysis - Overview 32. Product Life Cycle
13. Financial Analysis - Income Statement 33. Project Questionnaire
14. Financial Analysis - Balance Sheet Statement 34. RACI Matrix
15. Financial Analysis - Cash Flow Statement 35. Risk Assessment Matrix
16. Financial Analysis - Ratio Analysis 36. Six Thinking Hats
17. Fishbone Diagram 37. Strategy Map
18. Five Whys 38. SWOT
19. Initiative Prioritization Matrix 39. Value Chain Analysis
20. Issue Tree 40. Value Driver Tree
Table of Content
Editable Country Maps
Germany
Description 1
Description 2
Description 3
Interaction Diagrams
Text Text
Text Text
Text
Text Text
Text
Logical & Decision Trees
Unit or additional information
Text Text Text Text Text
Text
Text
Text Text
Text
Text
strong weak
Matrix 2 by 2, 3 by 3 & 5 by 5
• Insert text • Insert text • Insert text
Likely
Insert text
• Insert text • Insert text
Possible
• Insert text • Insert text
Unlikely
Minor Moderate Major
Insert text
Caption: Insert text Insert text Insert text
Table of Content
Entering a new market - Framework
Understand the customer
Desirability
Viability Feasibility
Understand how money is made Understand if it can be done

Sweet spot?
65
Entering a new market - Framework
 Product
 Market size in volume
 Price willing to pay by customer
 Distribution channels  Market size in value
 Cost per product
 Revenue per product Desirability
 Profit per product
 Competition
 Profit
 Capital requirement
 Legal requirement
Viability Feasibility  Risk
 Company Capability
Sweet spot?
66
Entering a new market - Framework with examples of questions
 Product: Can you describe the key product(s) you

would sell? Is it a commodity or a differentiated
product? Key benefits? Any potential Substitute
product? Packaging? Life cycle?
 Market size in volume: Who are our customers ? Any
 Distribution channels: What are
customer segmentation? What is the size and the trend
the key distribution channels we of the customer demand? Are we answering a
should consider? customer need? Are we creating a new customer need?
 Cost per product: what would be  Price willing to pay by customer: How much the
the cost drivers of our product? customer would be willing to pay?
 Revenue per product: What  Market size in value: Number of customer X Product
would be the price of our product? price
 Profit per product: revenue per
product minus cost per product
Desirability
 Competition: How intense is the
competition in this market? Do
they have key capabilities? that we
 Capital requirement: Do we have
don’t have or vice versa? What
can of market share in volume enough capital to invest in a new market
without hurting the stability of the
could we anticipate? What’s their Viability Feasibility company
pricing position?
 Profit: market size in volume X  Legal requirement: can we legally enter
anticipated market share in this market?
volume X profit per product  Risk: Is the political situation in this new
market stable enough?
 Capability: do we have the right
Sweet spot?
capability to enter this market? If no can
we easily acquire this capability?
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Table of Content
Data Gathering Focus Group
Purpose
The Focus Group Technique is used to

gather qualitative insight from potential
customers or other relevant groups.
Data Gathering Focus Group
Description
Overview Advantages
• The focus group consists of a group of people who are • Acquire nuanced perspectives on issue
interviewed together to provide opinions about a • Direct unfiltered feedback from customer or interest
particular topic or issue or to generate ideas and agree group
on ways to achieve objectives
• Gather information on a wide variety of topics
• The focus group usually relies on group discussion to
• Ability to probe users
generate information and ideas rather than direct
questions • Stimulate new ideas for further testing
• Each participant submits ideas for consideration by the • Build consensus
others
Disadvantages
The Key participants usually are: • Only qualitative information
• The Manager, who holds the ultimate decision-making • Not statistically valid
power • Only as good as the facilitator and participants
• The Facilitator, from the project team, who focuses the • Often influenced by a few vocal participants
group discussion onto the required subjects
• The Recorder (who can sometimes be the Facilitator),
who writes down ideas on a flip chart
Guidelines:
• The roles and responsibilities for the group members
should be clearly defined
• The scope of the work and the objectives of the meeting
should be clear and well understood
• It is useful to have hypotheses developed prior to
meeting, if possible
• Between 6 and 10 participants
• Semicircular layout form - all facing flip chart
• Ensure comfort and availability of refreshments
Entry/Exit Barriers
Purpose
This framework will help you estimate the

likelihood of a company to enter or exit a
specific industry.
Entry/Exit Barriers
Description
Barriers to Entry Barriers to Exit
The threat of entry into an industry depends High exit barriers can keep companies in an
on a combination of barriers to entry and the industry despite low or negative returns. There
expected incumbent reaction. Threat of entry can be economic, strategic or emotional
is reduced if there are high barriers or likely factors that keep companies within a low
aggressive incumbent retaliation. performing industry.
There are 7 major barriers to entry: There are 5 major barriers to exit:
1. Economies of scale 1. Specialized assets: (e.g. Low liquidation
values; high transfer / conversion costs)
2. Product differentiation
2. High fixed costs of exit: (e.g. Labor
3. Capital requirements
agreements; Spare part capability)
4. Switching costs
3. Strategic inter-relationships (e.g. Image,
5. Access to distribution channels/property Financial markets, Shared facilities)
rights
4. Emotional barriers
6. Cost disadvantages independent of scale
5. Government / social restrictions
(e.g. Favorable location; Proprietary
technology; Access to raw materials)
7. Government policy
Initiative Prioritization Matrix
Purpose
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

would mean one of the The “Effort” criteria is assessed
followings: based on the followings:
• The initiative needs to happen in • Ease of implementation
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
Description
The focus should be on the initiatives that have a high impact and require
a low effort
Prioritization matrix
Longer term initiatives

High (actively work to reduce required Initiatives to be prioritized
effort)
Impact
Low Unattractive initiatives Low value initiatives

(do not pursue) (pursue opportunistically)
High Low
Effort
Description
See below the 4 steps to follow to easily prioritize your list of potential
initiatives
1 List all your potential initiatives
2 Assess the impact & effort level associated with each initiative
3 Position each initiative on the matrix
4 Mainly focus on the initiatives located in the top right of the matrix
Let’s zoom on the Change Management Toolkit

Toolkit Toolkit

3.Change Management Toolkit
Table of Content
1. Change Management Strategy & Plan Template

2. Top 32 Change Management Frameworks & Tools
1. ADKAR Model 17. Innovation Adoption Curve
2. Audience Identification Matrix 18. Issue Register
3. Balanced Scorecard 19. Maslow Hierarchy of Human Needs
4. Business Roadmap 20. Maturity Model
5. Change Lean Canvas 21. McKinsey Seven-S
6. Change Commitment Curve 22. Mission & Vision Statement
7. Change Personal Transition Curve 23. Prosci 3-Phase Process
8. Change Impact Assessment 24. RACI Matrix
9. Change Impact Assessment Matrix 25. Risk Assessment Matrix
10. Channel Matrix 26. Risk Register
11. Coaching Plan 27. Resistance Management Plan
12. Communication Plan 28. Stakeholder Matrix
13. Communication Channel Tool 29. Strategy Map
14. Four Stages of Team Development 30. Sponsorship Plan
15. Heart & Mind Human Drivers 31. Team Charter
16. Initiative Prioritization Matrix 32. Training Plan
Table of Content

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C including
instructions to
fill in the
Management
Template
Strategy & Plan

Company: insert company name
Senior Change Manager: insert your own text
Table of Content
2. Understand the Company’s Strategy
3. Understand the Change required to implement the Strategy
4. Define your Change Management Strategy
5. Identify the Impact of the Change
6. Develop a Change Management Plan
7. Implement, Track & Manage Progress
8. Reinforce the Change
9. Exhibit
Table of Content
2. Understand the Company’s Strategy
3. Understand the Change required to implement the Strategy
4. Define your Change Management Strategy
5. Identify the Impact of the Change
6. Develop a Change Management Plan
7. Implement, Track & Manage Progress
8. Reinforce the Change
9. Exhibit
Executive Summary The Executive Summary is a very
Change Impact Assessment Matrix important section, especially when you
present during an executive committee,
where you will probably not have time to go
through all the slides
• Insert name of the • Insert name of the • Insert name of the

Change Change Change
Extreme
Complexity of the Change
• Insert name of the • Insert name of the • Insert name of the

Change Change Change
High
• Insert name of the

Change
Medium
Moderate
Low
1 team impacted 1 Business Unit 1 Division Half of the Company Extreme
Size of the Change
Caption: Low Impact Moderate Impact Medium Impact High Impact Extreme Impact
Executive Summary
Change Management Plan
March April May June July August Sept October
Understand the
Company’s Strategy
Understand the Change

required to implement the
Strategy
Define your Change

Management Strategy
Identify the Impact of the

Change
Develop a Communication
Plan
Develop a Sponsorship
Plan
Develop a Coaching Plan
Develop a Training Plan
Develop a Resistance
Management Plan
Implement, Track &

Manage Progress
Reinforce the Change

Table of Content

Change management definition
• The goal of change management is to help the individuals impacted by business and
technical changes in their company to adapt and be successful
Business & Require a Project Management approach to change the

Technical organization structure, job roles, processes and systems
Change
Current state Transition Target state
People
Require a Change Management approach to help
change
individuals impacted by the business and technical
changes in their company to adapt and be successful
Change Impact Assessment Caption: Low Moderate Medium High Extreme
Initiative name:
Initiative snapshot description:
I. Executive Summary
Complexity
of the Insert in this grey box a summary of what will be impacted by the change
change
Size of the
Insert a summary of which groups of people will be impacted by the change
change
II. What will be impacted by the change? III. Which groups of people will be impacted by the change?
Type of Impact Group Impact
Description Description
change intensity name intensity
People
Business
increase / Insert your own description Insert your own description
unit 1
reduction
Business
System Insert your own description Insert your own description
unit 2
Business
Process Insert your own description Insert your own description
unit 3
Business
Role Insert your own description Insert your own description
unit 4
Business
Structure Insert your own description unit 5
Insert your own description
Business
Culture Insert your own description unit 6
Insert your own description
Let’s zoom on the Project Management Toolkit

Toolkit Toolkit

4.Project Management Toolkit
Table of Content
1. Project Management Overall Approach
2. Project Management Essentials 101
3. Project Plan, Timeline & Roadmap Templates
6. Top 36 Project Management Frameworks & Tools:
1.Build a Business 2.Initiate the

3.Plan 4.Implement 5.Close
Case Project
• Business Case Template • Project Charter • High-Level Project Plan • Risk Register • Punch List
• Financial Model Template • RACI Matrix • Detailed Project Plan • Issue Register • Post Project Evaluation
Report
• Initiative Prioritization Matrix • Stakeholder Matrix • Project Dashboard
• Parking Lot
6.Ensure Efficient Change Management
• ADKAR Model • Change Impact Assessment Matrix • Innovation Adoption Curve

• Audience Identification Matrix • Channel Matrix • Maslow Hierarchy of Human Needs
• Business Roadmap • Coaching Plan • Maturity Model
• Change Lean Canvas • Communication Plan • Prosci 3-Phase Process
• Change Commitment Curve • Communication Channel Tool • Resistance Management Plan
• Change Personal Transition Curve • Four Stages of Team Development • Sponsorship Plan
• Change Impact Assessment • Heart & Mind Human Drivers • Training Plan
Table of Content

Case Project
Report
• Parking Lot

Project Management Overall Approach
Our Approach includes 6 components
1.Build a 2.Initiate the

Business Case Project

Table of Content

Case Project
Report
• Parking Lot

Project Plan
To access a sample of the Excel Template, open the

Document called “Sample of our Business & Consulting
Toolkits - Excel format”
Table of Content

Case Project
Report
• Parking Lot

RACI Matrix
Purpose
A RACI Matrix, also called

Responsibility Assignment
Matrix or ARCI matrix,
will help you assign the
different responsibilities
within a project.
RACI Matrix
The 4 responsibilities most commonly used are:
Responsibility Description
The person ultimately answerable for the completion of a task. He

usually delegates the workload to the people responsible for the
A Accountable execution of the task. Try to put only 1 person accountable per task.
It will remove a lot of headaches down the line.
R Responsible The people who execute the task.
The people whose opinions are sought. They are usually subject
C Consulted matter experts.
I Informed The people who are kept up to date on the project progress.
RACI Matrix
Template #1
Insert role Insert role Insert role Insert role Insert role
Insert activity
name R A C I
Insert activity
name A R C I
Insert activity
name C A R
Insert activity
name A I
Insert activity
name C A
Insert activity
name C A
Insert activity
name A R C
Insert activity
name C C A R C
Key: R= Responsible A= Accountable C= Consulted I= Informed

RACI Matrix
Template #2
Insert activity
name
Insert activity
name
Insert activity
name
Insert activity
name
Insert activity
name
Insert activity
name
Insert activity
name
Insert activity
name
Caption R Responsible A Accountable C Consulted I Informed

RACI Matrix Responsible Accountable Consulted Informed
Template #3
Insert activity
name R R A C
Insert activity
name C C
Insert activity
name A C R I
Insert activity
name A R
Insert activity
name C A I I
Insert activity
name I A R
Insert activity
name R I A R
Insert activity
name R A
RACI Matrix
Template #4 (in Excel)
Access this Excel spreadsheet by opening

Each cell includes a drop down list. Once you select the
the document “Top Project Management
right letter, the cell’s color will automatically update
Frameworks & Tools - Excel”
Pr Pr Ch Bu Sy
oj oj an si Su
ec ec ne b st De
tM g e ss E xp ctje e m ve
tS M
po an An er M A lo
an t a na pe
ns ag ag al tte lys r
or er er ys r t
t
Task 1 R R C C C C C
Task 2 C R I C I I C
Task 3 I C R C R R C
Task 4 R I A C A A I
Task 5 A R I I I I R
Task 6 I A C R C C A
Task 7 C I A A A A I
Task 8 A C A I A A C
Task 9 A A A C A A A
Task 10 A A A A A A A
Let’s zoom on the Sales, Marketing & Communication Toolkit

Toolkit Toolkit

5.Sales, Marketing & Communication Toolkit
Table of Content
1. Marketing Strategy & Plan Template

2. Sales Strategy & Plan Template
3. Communication Strategy & Plan Template
Table of Content

l
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e nt
id
o nf
C
Marketing
Strategy & Plan
Chief Marketing Officer: insert your own text
Date: insert your own text Replace this logo by your own logo
Version No: E.g. 1.0 for final / 0.1 for drafts
Table of Content
The section 2, 3, 4 and 5 with help you create an
2. Market Analysis internal and external analysis of your company
4. Sales Analysis
5. SWOT The section 6, 7, 8 and 9 will help you create your
Marketing strategy, based on the internal and
6. Marketing Strategic Objectives external analysis of your company
7. Marketing Team & Budget

8. Digital & Traditional Marketing Levers to reach our Strategic Objectives
9. Products, Prices & Channels of Distribution
Section 10 is about “Planning” and section 11
10. Marketing Plan about “Implementing”
12. Exhibit
Table of Content
2. Market Analysis
4. Sales Analysis
5. SWOT
6. Marketing Strategic Objectives
7. Marketing Team & Budget
8. Digital & Traditional Marketing Levers to reach our Strategic Objectives
9. Products, Prices & Channels of Distribution
10. Marketing Plan
12. Exhibit
Executive Summary
Even if this slide is the first one of the
presentation, it needs to be done last
Mission & Mission: Insert your own text

Vision Vision: Insert your own text
Marketing
Insert strategic Insert strategic Insert strategic
Strategic objective #1 objective #2 objective #3
Objectives
Budget & Budget: Insert your own text

Headcounts Headcount: Insert your own text
Digital Depending on what you want to emphasize, you

Marketing Insert your own text may decide to put different sections in the dark
Levers blue rectangle
Traditional Product: Insert your own text

Marketing Price: Insert your own text
Levers Channel of Distribution: Insert your own text
Product, Price & Product: Insert your own text

Channel of Price: Insert your own text
Distribution Channel of Distribution: Insert your own text
Digital & Traditional Marketing Levers (1/2)
This is only an illustration showing the most

Digital Marketing Leverscommonly used Marketing Levers. Based on
the specificities of your business, some
Marketing Levers may have to be removed or
Search Engine Social Media added Others
E-Mailing Blog
Traditional Marketing Levers
TV Radio Newspaper Billboard Mailing Events

Click below to download the Marketing Strategy & Plan Template
Learn More
Table of Content

l
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e nt
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C
Sales Strategy & Plan

Insert company name
CEO: Insert your own text
Chief Sales Officer: Insert your own text
Date: Insert your own text
Version: Insert your own text Replace this logo by your own logo
Contact Email: Insert your own text
Executive Summary
Even if this slide is the first one of the
presentation, it needs to be done last

Sales Strategic Insert strategic Insert strategic Insert strategic

Objectives objective #1 objective #2 objective #3
Insert your own text Insert your own text Insert your own text
Key Initiatives Insert your own text Insert your own text Insert your own text
Product: Insert your own text Depending on what you want to emphasize, you
Product, Price & may decide to put different sections in the dark
Price: Insert your own text
Promotion Promotion: Insert your own text blue rectangle
Sales Channel
Sales Channel Model: Insert your own text
Model &
Sales Channel Strategy: Insert your own text
Strategy

Click below to download the Sales Strategy & Plan Template
Learn More
Table of Content

This is a good visual that will help you make a strong first impression
with your audience. However, it is not a mandatory slide. Depending on
your audience, you may decide to remove it and start your presentation
directly with the next slide
Key messages
Audience
Communication
Strategy & Channels
Plan
Plan
Dashboard
l
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e nt
id
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C
Communication
Strategy & Plan
This template can be used to communicate on a company,
CEO: insert your own text Business unit, project, product or service. Indeed, whatever the
type of communication, the same structure can apply.
Chief Marketing Officer: insert your own text
Remove your logo and insert your own logo

Table of Content
We used and fine tuned this table of content with many of our
1. Executive Summary Fortune 1000 clients over the years. We basically go from the
most generic to the most specific information (Strategy → High
2. Communication Strategy level plan → Detailed plan)
• Background & Context
• Communication Objectives
• Approach
• Communication Principles
• Overarching Messages
• Key Stakeholder Groups
• Communication Channels
• Key Dependencies
• Communication Risks
3. High Level Communication Plan
• Stakeholder Group #1
4. Detailed Communication Plan
6. Exhibit
Table of Content

Companies usually pursue a Penetration Pricing goal when
their products is positioned after the “chasm”
A Penetration Pricing goal is often adopted
as the new product is about to reach the
Mainstream Market. New companies often
start to enter the market and the race to
become market leader is often challenging.
Many companies will pursue a pricing
Penetration goal to gain market share
Product
SALES
PRODUCT
EXTENSIO
N
Early Market Mainstream Market
INTRODUCTION GROWTH MATURITY DECLINE

Source of inspiration: Moore and McKenna
118
Please see below a more comprehensive list of goals that you
can select for your product
Current
Current profit Maximize Maximize profit
revenue
maximization quantity margin
maximization
Quality Partial cost

Survival Status quo
leadership recovery
119
Please see below a more comprehensive list of goals that you
can select for your product
Seeks to maximize current profit, taking into account of revenue and

costs. Current profit maximization may not be the best objective if it
results in lower long-term profits
Current
Current profit Maximize Maximize profit
revenue
maximization quantity margin
maximization
Quality Partial cost

Survival Status quo
leadership recovery
120
Let’s zoom on the Finance and Mergers & Acquisitions Toolkit

Toolkit Toolkit

6.Finance and Mergers & Acquisitions Toolkit
Table of Content

6. Investor & Startup Term Sheet
8. M&A Essentials
10. Post Merger Integration Framework
11. Three Financial Statements Templates: Income Statement, Cash Flow Statement and Balance Sheet
12. Top 3 Valuation Methods: Discounted Cash Flow (DCF) Valuation Model, Precedent Transaction
Analysis Template and Comparable Company Analysis Template
13. Venture Capital Training
14. Waterfall Chart
Table of Content

8. M&A Essentials
14. Waterfall Chart
The M&A Life Cycle includes 6 key phases
M&A Target Due Transaction

Integration Divestiture
Strategy Screening Diligence Execution
Pre - Announcement Announcement Post - Announcement
124
Zoom on Phase 1 – M&A Strategy
M&A Target Due Transaction

Integration Divestiture
Strategy Screening Diligence Execution
Key Steps
1. Define overall Corporate Strategy, including the target state of the corporate
business unit portfolio
2. Develop long-term M&A goals and objectives, ensuring alignment with the
overall Corporate Strategy
3. Determine and develop internal M&A capability
125
Table of Content

8. M&A Essentials
14. Waterfall Chart
It is important to create a simple matrix to prioritize all the potential
integration & synergy initiatives
The 2 criteria used in most prioritization matrix are:
Impact Effort
• For the initiatives facilitating

the integration: an initiative
with a high impact would mean
• Ease of implementation
that the initiative is very
important in the success of the
• Time frame required
integration
• Resources required (Number
• For the initiatives capturing
of people, capital investment,
synergy: an initiative with a
etc.)
high impact would mean that the
initiative highly contributes to
the achievement of the synergy
targets
127
The focus should be on the initiatives that have the greatest impact and
require the lowest effort
Prioritization matrix
Longer term initiatives

High (actively work to reduce required Initiatives to be prioritized
effort)
Impact
Low Unattractive initiatives Low value initiatives

(do not pursue) (pursue opportunistically)
High Low
Effort
128
Table of Content

8. M&A Essentials
11. Three Financial Statements Templates: Income Statement, Cash Flow Statement and Balance
Sheet
14. Waterfall Chart
Income Statement
To access a sample of the Excel Template, open the

Document called “Sample of our Business & Consulting
Toolkits - Excel format”
Table of Content

3. Commercial Due Diligence Training Training
8. M&A Essentials
14. Waterfall Chart
When are the usual funding rounds?
Revenue
Seed A
Time
Seed Capital Early Stage Later Stage Exit Market
VC
FFF & Angels IPO Wallstreet
132
(M&A, Strategic Alliances)
Let’s zoom on the Digital Transformation Toolkit

Toolkit Toolkit

7.Digital Transformation Toolkit
Table of Content
1. Digital Transformation Strategy & Plan Template

2. Business Case Template to justify an investment in a Digital Transformation Program or Project
3. Excel Financial Model Templates to help you estimate key metrics such as Project Costs, Additional
Revenue Generated, Cost Savings, Cash Flow, Net Present Value, etc.
4. Overview of the Top 12 main New Technologies: Big Data, Artificial Intelligence, Cloud Computing,
Cyber security, Blockchain, Internet of Things, Digital Marketing, 3-D Printing, etc.
5. Change Management Strategy & Plan Template to ensure people adoption of the changes
7. Key Frameworks & Tools to successfully complete your projects: Initiative Prioritization Matrix,
Project Charter, RACI Matrix, Stakeholder Matrix, etc.
8. A Digital Transformation Framework
9. A Risk Register Template to identify and mitigate risks
10. An Issue Register Template to identify and address issues
11. And also:
• Step-by-step instructions
• Best practices
• Examples
• Tips
Table of Content

11. And also:
• Best practices
• Examples
• Tips
l
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e nt
id
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C
Digital Transformation
Strategy & Plan
Chief Digital Officer: insert your own text
Table of Content
2. Market & Competitor Analysis
3. Company Performance
4. SWOT
5. Digital Maturity Model - Current State & Target State
6. Digital Transformation Strategic Objectives, Team & Budget
7. Technologies to consider to reach our Digital Transformation Strategic Objectives
• Big Data • Digital Marketing
• Artificial Intelligence • 3-D Printing
• Cloud Computing • Drones
• Cyber security • Robots
• Blockchain • Virtual Reality
• Internet of Things • Augmented reality
8. Digital Transformation Initiatives to reach our Strategic Objectives
9. Digital Transformation Plan
11. Exhibit
Table of Content
2. Market & Competitor Analysis
3. Company Performance
4. SWOT
5. Digital Maturity Model - Current State & Target State
6. Digital Transformation Strategic Objectives, Team & Budget
7. Technologies to consider to reach our Digital Transformation Strategic Objectives
• Big Data • Digital Marketing
• Artificial Intelligence • 3-D Printing
• Cloud Computing • Drones
• Cyber security • Robots
• Blockchain • Virtual Reality
• Internet of Things • Augmented reality
8. Digital Transformation Initiatives to reach our Strategic Objectives
9. Digital Transformation Plan
11. Exhibit
Executive Summary

Digital
Transformation Insert strategic Insert strategic Insert strategic Insert strategic
Strategic objective #1 objective #2 objective #3 objective #4
Objectives

Technologies to
Insert your own text
consider
Digital
Transformation Insert your own text
Initiatives
Next Steps Insert your own text

Digital maturity assessment Current State Target State
Current State & Target State
Level 1 - Basic Level 2 - Medium Level 3 - Good Level 4 - World-class
Customer
Experience
Data &
Insights
Strategy &
Leadership
Technology
Operations
Culture &
People
Organization
Marketing
Cyber Security
Brand
Management
Click below to download the Digital Transformation
Strategy & Plan Template
Learn More
Table of Content

11. And also:
• Best practices
• Examples
• Tips
Technologies to consider to reach our Strategic Objectives
Big Data Artificial Intelligence Cloud Computing Cyber Security
Buy the Digital Transformation Strategy & Plan

Template to unlock content
Visit Website
Why are we considering the Big Data for our
organization?
Big data is a term that describes the large volume of data, both structured and unstructured, that
inundates a business on a day-to-day basis. But it’s not the amount of data that’s important. It is
what organizations do with the data that matters. Big data can be analyzed for insights that lead to
better tactical and strategical decisions.
While the term “big data” is relatively new, the act of gathering and storing large amounts of
information for eventual analysis is ages old. The concept gained momentum in the early 2000s
when industry analyst Doug Laney articulated the now-mainstream definition of big data as the three
Vs:
• Volume: Organizations collect data from a variety of sources, including business transactions,
social media and information from sensor or machine-to-machine data. In the past, storing it
would’ve been a problem, but today, new technologies have eased the challenge.
• Velocity: Data streams in at an unprecedented speed and must be dealt with in a timely manner.
RFID tags, sensors and smart metering are driving the need to deal with torrents of data in near-
real time.
• Variety: Data comes in all types of formats, from structured, numeric data in traditional
databases to unstructured text documents, email, video, audio, stock ticker data and financial
transactions.
The amount of data in our world has been exploding, and analyzing large data sets will become a
key basis of competition, underpinning new waves of productivity growth, innovation, and consumer
surplus, according to research by MGI and McKinsey's Business Technology Office.
Examples of industry using Big Data
Banking With large amounts of information streaming in Education Educators armed with data-driven insight can
from countless sources, banks are faced with make a significant impact on school systems,
finding new and innovative ways to manage big students and curriculums. By analyzing big
data. Big Data and Analytics help banks better data, they can identify at-risk students, make
understand customers and minimize risk. Big sure students are making adequate progress,
data brings big insights, but it also requires and can implement a better system for
financial institutions to stay one step ahead of evaluation and support of teachers and
the game with advanced analytics. principals.
Government When government agencies are able to harness Health care Patient records. Treatment plans. Prescription
and apply analytics to their big data, they gain information. When it comes to health care,
significant ground when it comes to managing everything needs to be done quickly, accurately,
utilities, running agencies, dealing with traffic and, in some cases, with enough transparency
congestion or preventing crime. But while there to satisfy stringent industry regulations. When
are many advantages to big data, governments big data is managed effectively, health care
must also address issues of transparency and providers can uncover hidden insights that
privacy. improve patient care.
Manufacturing Armed with insight that big data can provide, Retail Customer relationship building is critical to the
manufacturers can boost quality and output retail industry – and the best way to manage
while minimizing waste – processes that are that is to manage big data. Retailers need to
key in today’s highly competitive market. More know the best way to market to customers, the
and more manufacturers are working in an most effective way to handle transactions, and
analytics-based culture, which means they can the most strategic way to bring back lapsed
solve problems faster and make more agile business. Big data remains at the heart of all
business decisions. those things.
Where does Big Data come from?
The sources for big data generally fall into one of three categories
This category includes data that reaches your IT systems from a web of connected
Streaming
devices, often part of the IoT. You can analyze this data as it arrives and make
data decisions on what data to keep, what not to keep and what requires further analysis.
The data on social interactions is an increasingly attractive set of information,

Social media particularly for marketing, sales and support functions. It's often in unstructured or
data semistructured forms, so it poses a unique challenge when it comes to consumption
and analysis.
Massive amounts of data are available through open data sources like the US
Publicly
government’s data.gov, the CIA World Factbook or the European Union Open Data
available data Portal.
Let’s zoom on the Operations & Supply Chain Toolkit

Toolkit Toolkit

7.Operations & Supply Chain Toolkit
Table of Content

2. Business Process Management Training
4. Lean 6 Sigma Essentials, Tools & Templates
5. Payback Period and IRR
8. RACI Matrix Template
9. Risk Assessment Matrix and Risk & Issue Register Templates
10.The 5 Phases of Supply Chain Management
11.Framework to Define & Implement your Supply Chain Strategy
12.Procurement Management - Maturity Model Tool
13.Supply Chain Management - Commonly Used Powerpoint Slide Templates
14.Supply Chain Management - Initiative Prioritization Matrix & Roadmap
15.Value Chain Analysis
Table of Content

Example of process involving a decision and 3 Business Units
Process Map Title
Business Unit A Business Unit B Business Unit C
Task Task
Task
Start End
Yes Closed No
Task question Task
Note: For complex processes, other IT tools should be used instead of Powerpoint. IndustryPrint is the most commonly used
150
Table of Content

5-phase framework to help you define & implement your
Supply Chain Strategy
2.Gather Best
1.Understand 3.Develop 4. Conduct 5.Build a
Practices &
Current State Future State Gap Analysis Roadmap
Benchmarks
Zoom on Phase 1: Understand current state
Objective
Have a clear and unbiased understanding of the Organization Supply Chain performance
Key Activities Team responsible for the

• Identify key data which need to be collected implementation of this phase
• Develop questionnaires • List here the key persons responsible for the
• Select key stakeholders who need to be interviewed implementation of this phase. It usually
includes a team of 3 to 6 external Supply Chain
• Conduct interviews Management consultants and 1 or 2 internal
• Leverage IT Systems to gather data Senior executives (The size of the team
• Gain understanding and document current state depends on the scope of the project and the
size of the organization)
• Validate current state with the business
• Insert team member name
Key stakeholders to meet Duration

• Chief Enterprise Officer • Between 2 weeks and 6 weeks depending on
• Chief Operations Officer the scope of the project and the size of the
Organization
• Chief Supply Chain Officer
• Insert any other stakeholders which can bring added value to this
phase, or engage any decision makes to ensure proper buy-in
Zoom on Phase 2: Gather Best Practices &
Benchmarks
Objective
Gather Best Practices & Benchmarks from your industry and outside your industry
Key Activities Team responsible for the

• Identify relevant benchmarks and best practices that need to be implementation of this phase
gathered, from your industry and outside your industry • List here the key persons responsible for the
• Gather and analyze relevant benchmarks and best practices implementation of this phase. It usually
• Interview supply chain management experts from your industry includes a team of 3 to 6 external Supply Chain
and outside your industry Management consultants and 1 or 2 internal
Senior executives (The size of the team
• Summarize your findings in a structured way depends on the scope of the project and the
size of the organization)
Key stakeholders to meet Duration

• Insert stakeholder name • Between 2 weeks and 6 weeks depending on
• Insert stakeholder name the scope of the project and the size of the
Organization
• Insert stakeholder name
Let’s zoom on the Leadership Skills Toolkit

Toolkit Toolkit

8.Leadership Skills Toolkit
Table of Content
1. Effective Communication
2. Leadership
3. Minto Pyramid Principle Training
4. Negotiating Skills
5. Personal Development
6. Presentation Skills
7. Team Management
8. Time Management
Table of Content
2. Leadership
7. Team Management
8. Time Management
Based on your pyramid, identify the slides that you need to produce
# Slide to be produced
1 2
Introduction (situation,
Answer
complication and question)
Why or How?
3 7
Supporting argument #1 Supporting argument #2
Why or How? Why or How?
4 5 6 8 9 10
Supporting Supporting Supporting Supporting Supporting Supporting

argument argument argument argument argument argument
#1.1 #1.2 #1.3 #2.1 #2.2 #2.3
158
Table of Content
2. Leadership
7. Team Management
8. Time Management
Why does it matter to define your Mission, Vision, Values and
Goals?
Your Mission will help you to have a rough

Mission understanding of who you want to be
Your Vision will help you to have a rough By being clear

on these 4
Vision understanding of what you want to achieve in the
blocks, you
long run
will give more
meaning to
your life and
help your
Values Your values will guide your behaviors subconscious
mind to help
you
Your short-term goals will help you to track your

Goals progress towards your Vision
160
Table of Content
2. Leadership
7. Team Management
8. Time Management
How do great team managers define their team’s ways of working?
• In order to define his team’s ways of working, a great team leader will often
organize a 2-hour workshop where he will collaboratively answer questions
around 5 key areas:
• How often will we meet? For how long? When and where?
• How will we develop meeting agendas?
Team Meetings • Who will lead or facilitate our meetings?
• How will we keep track of our decisions and actions?
• What information are we supposed to share?

Communication • What is the best way to communicate with each other? (e.g. voicemail, e-mail)
• How quickly do we agree to return phone calls and e-mail?
• What will be our primary decision-making method? (e.g. consensus)

Decision-Making • What decisions will we make on our own?
• What decisions will require agreement among all team members?
• How will we resolve disagreements?

Conflict • How will we handle if we do not follow through with our agreements?
Reflection • How and when will we evaluate our team performance?
162
Let’s zoom on the Legal Toolkit

Toolkit Toolkit

9.Legal Toolkit
Table of Content
1. Business Consultant Agreement Template
2. Investor & Startup Term Sheet Template
3. Non-Disclosure Agreement Template
4. Non-Compete Agreement Template
9.Legal Toolkit
Table of Content
1. Business Consultant Agreement Template
2. Investor & Startup Term Sheet Template
3. Non-Disclosure Agreement Template
4. Non-Compete Agreement Template
All our Legal templates have been created in word. All you need to
do is replace the words highlighted in yellow by your own words.
166
Become the Subject Matter Expert of your organization by leveraging one of
our Business & Consulting Toolkits
1.Corporate & Business 2.Finance and Mergers & 3.Change Management

Strategy Toolkit Acquisitions Toolkit Toolkit
Visit Website Visit Website Visit Website
4.Project Management 5.Operations & Supply 6.Sales & Marketing

Toolkit Chain Toolkit Toolkit
7.Management Consulting 8.Leadership Skills Toolkit 9.Legal Toolkit

Toolkit

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1.Corporate & 2.Management 3.Change 4.Project 5.Sales, Marketing &

6.Finance and 7.Digital 8.Operations & 9.Leadership Skills 10.Legal Toolkit

1.Corporate & 2.Management 3.Change 4.Project 5.Sales, Marketing &

6.Finance and 7.Digital 8.Operations & 9.Leadership Skills 10.Legal Toolkit

1. Strategic Plan Template

1. Strategic Plan Template

Insert your own logo

Example of a Strategy Map Meeting target or above target

Perspective Strategic objectives

Buy the Strategic Plan Template to unlock content

 Insert initiative name  Insert initiative name  Insert initiative name

Insert timeline Insert timeline Insert timeline

• Description: Insert your own text

Buy the Strategic Plan Template to unlock content

90 Powerpoint slides & 2 Excel Sheets

1. Strategic Plan Template

• Insert your own text

• Insert your own text • Insert your own text

• Insert your own text • Insert your own text

• Insert your own text • Capital required:

• Insert your own text

• Insert your own text • Insert your own text

Even if the Executive Summary is

• Insert your own text • Capital required:

Buy the Business Plan Template to unlock content

60 Powerpoint slides & 6 Excel Sheets

1. Strategic Plan Template

 Key Success Factors & KPIs

Name Role Required / Optional

John Doe Project Sponsor Required

Insert Name Insert role Insert Required or Optional

Insert Name Insert role Insert Required or Optional

Insert Name Insert role Insert Required or Optional

Insert Name Insert role Insert Required or Optional

Insert Name Insert role Insert Required or Optional

Insert Name Insert role Insert Required or Optional

Replace this text by the key takeaway of this slide

Starts on 7/1 14/1 … … … … … … … … … …

Insert name of Phase 1

1.1 Insert name of Activity

Key Business Outcomes Deliverable examples

Key Activities & Milestones

60 Powerpoint slides & 10 Excel Sheets

1. Strategic Plan Template

Resources Number of Days Daily rate Total fees

1 Partner 5 $x,xxx $x,xxx

1 Senior Manager 10 $x,xxx $x,xxx

1 Manager 20 $x,xxx $x,xxx

2 Senior Consultants 40 $x,xxx $x,xxx

4 Consultants 100 $x,xxx $x,xxx

5 Junior Consultants 120 $x,xxx $x,xxx

Resources Number of Days Daily rate Total fees

1 Partner 5 $5,000 $25,000

1 Senior Manager 10 $4,000 $40,000

1 Manager 20 $3,000 $60,000

2 Senior Consultants 40 $2,500 $100,000

4 Consultants 100 $2,000 $200,000

5 Junior Consultants 120 $1,500 $180,000

1. Strategic Plan Template