Financial Markets

Consulting Services
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 Table of contents

Project & Strategy Consulting proposal

01 02 You can describe the topic of the
You can describe the topic of the
section here section here

03 Change management 04 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 that can inspire
anyone who reads them.”
—Someone Famous

4
 01
Project & Strategy
You can enter a subtitle here if you need it
 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 options: Risks

Use a different color

for the strategic option
Market Development Diversification
New

you recommend the

Strategy Strategy company to choose
Market
Current

Market Penetration Product Development

Strategy Strategy

Current New
Products
 Strategic Planning Project Plan
Steps Week 1 2 3 4 5 6 7 8 9 10 11 12

1. Kick-off

2. Business insights

3. Mission and vision

4. Key strategy objectives

5. Strategy map Workshop #1

6. Balanced scorecard

7. Strategic objectives

8. First report Workshop #2

 Strategic Planning Project Plan

Mission Vision
Venus has a beautiful name and very high Jupiter is a gas giant and the biggest planet
temperatures of them all

Objectives Key initiatives

Despite being red, Mars is actually a very Saturn is a gas giant composed of hydrogen
cold place and helium
 Strategy map & balanced scorecard

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

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 own L2 - Insert your own L3 - Insert your own L4 - Insert your own
Learning & growth
text text text text
 Impact of the risks

5% 45%

Saturn Venus
Saturn is a gas giant and has Venus is the second planet
several rings from the Sun

20% 30%

Jupiter Mars
It’s the biggest planet in the * Follow the link in the graph to modify its data and then Mars is actually a very cold
Solar System paste the new one here. For more info, click here place
 Strong business plan

Political Technological
Replace the text with
P T Replace the text with
your own text your own text

Economical Legal
Replace the text with
E PESTLE L Replace the text with
your own text your own text

Social Environmental
Replace the text with
S E Replace the text with
your own text your own text
 Corporate strategies

Mars Venus Mercury

Despite being red, Mars is actually
a cold place. It’s full of iron oxide
dust
Venus has a beautiful name. Venus
It’s the closest planet to the Sun and
is also the second planet from the
the smallest in the Solar System
Sun
 Key drivers of the profit

Description Example

Our company has been selling its products in the

You need to provide a neutral description with
The situation US for 10 years, with an annual profit growth above
facts that you know your audience will agree on
10%

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

The question that implicitly results from the

The question Should we enter the European market now?
complication
 New market, new product, new company

What is the potential

product demand in this
Desirability new market?

What will be the

profitability of this What is the feasibility
strategic initiative? Profitability Feasibility to enter this new
market?

Sweet spot
A picture is worth a thousand words
 Strategic perspectives

Jupiter Mars
Jupiter is a gas giant and the biggest planet Despite being red, Mars is actually a very
of them all cold place

Venus Mercury
It has a beautiful name and is the second It’s the closest planet to the Sun and the
planet from the Sun smallest of them all
Awesome
words
 Strong business case
Project costs $4M Tangible benefits $14M Net present value $8M

Cash flow (USD million) Change impact

Low Medium High

Intangible benefits Strategic alignment Resources

Insert your own text here Insert your own text here * Follow the link in the
graph to modify its data and
then paste the new one here.
Sponsor Sponsor name Manager Project manager name For more info, click here
 Financial model
Historical results Forecast period
INC Model 20xx 20xx 20xx 20xx 20xx 20xx 20xx 20xx 20xx

Balance sheets
Assets
Cash xx xx xx xx xx xx xx xx xx
Accounts 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
Mercury
40%

60%

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

Standard Advanced Leading

Basic
Level 1 2 3 4

Percentage 20% 70% 10% <1%

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

description here description here description here description here
- Insert your - Insert your - Insert your - Insert your
Description description here description here description here description here
- Insert your - Insert your - Insert your - Insert your
description here description here description here description here
 02
Consulting proposal
You can enter a subtitle here if you need it
 Consulting proposal

Services Fees Invoices

Mercury is the closest planet to Venus is the second planet from Despite being red, Mars is
the Sun the Sun actually a cold place

Expenses Materials Terms

Jupiter is the biggest planet of Saturn is composed of hydrogen Neptune is the farthest planet
them all and helium from the Sun
 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 million through
operational improvements

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

Evaluate cost and service level Select and review current

Design current processes
of potential partners supplier costs

Compare current process to Evaluate cost of potential

Select non-core functions
best-in-class benchmarks alternative suppliers

Choose one partner for each Adopt best practices based on Negotiate supplier
function benchmarks contracts/choose options
 Initiative prioritization matrix: impact & effort

Impact Effort
An initiative with a high impact would mean one of The “effort” criteria is assessed based on the following
the following: concepts:

- The initiative needs to happen in order to achieve the - Ease of implementation

desired future state - Time frame required
- The initiative will significantly reduce the cost or - Resources required (number of people, capital
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
Change management
You can enter a subtitle here if you need it
 Top 10 questions of business plans

1 What is your situation? 6 Who are the key players?

2 What is your vision? 7 How to make a difference?

3 How to reach your vision? 8 What is your marketing plan?

4 What do you offer? 9 What are your economics?

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

 Change management approach

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 planet to Business Name Saturn is composed of hydrogen

1 the Sun and helium 4

Jupiter is the biggest planet of Company Despite being red, Mars is

2 5
them all logo here actually a cold place

Venus is the second planet from Neptune is the farthest planet

3 the Sun from the Sun 6
Xx/xx/xx
 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

 Buyer persona
Hobby 1 84% Mars
Hobby 2 36% Mars is actually a cold
place
Hobby 3 45%
Mercury
Hobby 4 72%
It’s the smallest planet
of them all

Venus 40%

Name Anna Wilson Venus has a beautiful name and is the second
planet from the Sun. It’s terribly hot, even hotter
Age XX years old than Mercury, and its atmosphere is extremely
poisonous. It’s the second-brightest natural
object in the night sky after the Moon 60%
Occupation Lawyer
 IMPLEMENT, TRACK & MANAGE PROGRESS

Manage progress

Progress Status Link

Venus 40% www.yourlinkhere.com

Mars 35% www.yourlinkhere.com

Ceres 70% www.yourlinkhere.com

Jupiter 15% www.yourlinkhere.com

Earth 85% www.yourlinkhere.com

 Change management strategy & plan
Size of the change
Insert name of the Insert name of the Insert name of
Extreme
change change the change

Complexity of the change

Insert name of Insert name of the Insert name of the
High
the change change change

Insert name of the

Medium
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 strategic 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 agreement

Venus
Venus is the second planet
from the Sun

Mars
Despite being red, it’s
actually a cold place

* Follow the link in the graph to modify its data and then paste
the new one here. For more info, click here
$20,000 $15,000
Mars is actually a cold planet Venus has a beautiful name

$10,000 $45,000
Mercury is a very small planet Saturn has several rings
 Management approach

Despite being red, Mercury is the

it’s actually a cold smallest planet of
place them all

January February March April

Venus is the Saturn is a gas
second planet from giant and has
the Sun several rings
 Strategic alliances

Venus
Venus is the second planet from
the Sun and has very high
temperatures
 Answers and arguments

Write your question

Write your answer

Saturn Venus Mars

Saturn is a gas giant and has several Venus has a beautiful name and is Despite being red, Mars is actually
rings. It's composed of hydrogen the second planet from the Sun. It’s a very cold place, not hot. It's full of
and helium. It was named after the terribly hot, even hotter than iron oxide dust, which gives its
Roman god Mercury reddish cast
 Waterfall management plan

Mercury is the closest planet to

Requirements the Sun

Venus is the second planet from

Design the Sun

Jupiter is the biggest planet of

Implementation them all

Saturn is composed of hydrogen

Verification and helium

Despite being red, Mars is

Maintenance actually a cold place
 Maturity model

Basic Standard Advanced

Venus has a very beautiful name
It’s the closest planet to the Sun and
and is the second planet from the
the smallest in the Solar System
Sun
Despite being red, Mars is actually
a cold place. It’s full of iron oxide
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

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