Data
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Consulting
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Table of contents
0 Project & strategy
You can describe the topic
of the section here
1
0 Consulting proposal
You can describe the topic
of the section here
2
0 Change management
You can describe the topic
of the section here
3
0 Implementing changes
You can describe the topic
of the section here
4
“This is a quote,
words full of wisdom
that someone
important said and
that can inspire
anyone who reads
them.”
—Someone Famous
Project &
01 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 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 strategic
objectives
Workshop #1
5. Strategy map
6. Balanced scorecard
7. Strategic objectives
Workshop #2
8. First report
Strategic planning project plan
Mission Vision
Venus has a beautiful name and Jupiter is a gas giant and the
very high temperatures biggest planet of them all
Objectives Key initiatives
Despite being red, Mars is actually Saturn is a gas giant composed of
a very cold place hydrogen and helium
Strategy map & balanced scorecard
Perspectives Strategic objectives
F1 - Insert your F2 - Insert your F3 - Insert your F4 - Insert your
Financial own text own text own text own text
C1 - Insert your C2 - Insert your C3 - Insert your C4 - Insert your
Customer own text own text own text own text
Internal I1 - Insert your I2 - Insert your I3 - Insert your I4 - Insert your
process own text own text own text own text
Learning & L1 - Insert your L2 - Insert your L3 - Insert your L4 - Insert your
growth own text own text own text own text
Strategic options: Risks
Market
Diversification
New
development
strategy
strategy
Market
Market Product
Current
Use a different color
penetration development for the strategic
option you
strategy strategy recommend the
company to choose
Current New
Products
Impact of the risks
30 20
% %
Saturn Venus
Saturn is a gas giant Venus is the second
and has several planet from the Sun
rings
10 40
% %
Jupiter Mars
Jupiter is a gas giant Despite being red,
and the biggest Mars is actually cold
planet
Follow the link in the graph to modify its data and then paste the new one here. For more info,
click here
Corporate strategies
Mars
Despite being red, Mars is actually a cold
place. It’s full of iron oxide dust
Venus
Venus has a beautiful name and is the
second planet from the Sun
Mercury
Mercury is the closest planet to the Sun and
the smallest in the Solar System
Key drivers of the profit
Description Example
You need to provide a neutral Our company has been selling its
description with facts that you products in the US for 10 years,
The situation know your audience will agree with an annual profit growth above
on 10%
With a market share already above
The complication is a desired
The complication change of the current situation
40%, profit growth will be limited
in the US
The question that implicitly Should we enter the
The question results from the complication European market?
New market, product, company
What is the potential
demand for our
Desirability
product in this new
market?
What will be the What is the feasibility
profitability of this Profitability Feasibility to enter this new
strategic initiative? market?
Sweet spot
Strategic perspectives
Jupiter Mars
Jupiter is a gas giant and the Despite being red, Mars is
biggest planet of them all actually a very cold place
Venus Mercury
Venus has a beautiful name and Mercury is the closest planet to
is the second planet from the the Sun and the smallest of
Sun them all
Awesome
words
Strong business plan
Political P T Technological
Replace the text with Replace the text with
your own text your own text
Economical
Replace the text with
E Pestle L Legal
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
Strong business case
Project $4M Tangible $14M Net present $8M
costs benefits value
Cash flow (US $ millions) Change impact
Low Medium High
Intangible benefits Strategic alignment Resources
Insert here your text Insert here your text Follow the link in the graph to
modify its data and then paste
Sponsor Jane Doe Manager James Cox the new one here.
For more info, click here
Financial model
Historical 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
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
Jupiter
40 60
% %
Venus Mars
Venus is the Despite
second being red, * Follow the link in the graph to modify its data
planet from Mars is a cold and then paste the new one here.
the Sun place For more info, click here
Pricing strategy
Basic Standard Advanced Leading
Level 1 2 3 4
Percentage 20% 70% 10% <1%
Venus is a Neptune is very
Mercury is very Despite being
Description close to the Sun
terribly hot
red, Mars is cold
far away from
planet the Sun
Consulting
proposal 02
You can enter a subtitle here if you need
it
Consulting proposal
Services Expenses
Mercury is the closest Jupiter is the biggest
planet to the Sun planet of them all
Fees Materials
Venus is the second Saturn is composed of
planet from the Sun hydrogen and helium
Invoices Terms
Despite being red, Mars Neptune is the farthest
is actually a cold place planet from the Sun
A picture is worth a
thousand words
A picture always
reinforce
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 functions Review supplier cost to
functions to save $3M processes to save $1M save $1M
Evaluate cost and service Select and review current
Design current processes
level 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 Negotiate supplier
one of the functions based on benchmarks contracts/choose options
Prioritization: Impact & effort
An initiative with a high impact would mean one of the
following:
Impact ● The initiative needs to happen in order to achieve the
desired future state
● The initiative will significantly reduce the cost or
increase our revenue
The “effort” criteria is assessed based on the following
concepts:
Effort ● 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 Low
5 List all your potential initiatives High
6 List all your potential initiatives Very high
Change
03 management
You can enter a
subtitle here if
you need it
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 Name
01 Mercury is very Jupiter is a very
04
Business case
close to the Sun big planet
Neptune is very
02 Venus has a
beautiful name
Company Logo here far away from the
Sun
05
03 Despite being
red, Mars is cold
Earth is our
beautiful planet 06
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 Xx% Mars
Mars is actually a
Hobby 2 Xx% cold place
Hobby 3 Xx% Mercury
Mercury is a very
Hobby 4 Xx% small planet
Venus Xx%
Name Anna Wilson
Venus has a beautiful name and is
Age XX years old the second planet from the Sun. It’s
terribly hot, even hotter than
Occupation Lawyer Mercury, and its atmosphere is Xx%
poisonous
Implement, track & manage progress
Progress Status Link
Venus 50% www.yourlinkhere.com
Mercury 35% www.yourlinkhere.com
Mars 70% www.yourlinkhere.com
Jupiter 15% www.yourlinkhere.com
Saturn 85% www.yourlinkhere.com
Neptune 60% www.yourlinkhere.com
Change management & strategy plan
Size of the Change
Insert name Insert name Insert name
Extreme
Complexity of the change
of the change of the change of the change
Insert name Insert name Insert name
High
of the change of the change of the change
Insert name
Medium
of the change
Moderate
Low
1 team 1 business
1 division Half company Extreme
impacted unit
Implementing
changes 04
You can enter a
subtitle here if
you need it
Sales and strategy plan
01 02 03
Implementation Internal analysis External analysis
05 04
Sales plan Sales strategy
$489,300
Big numbers catch your audience’s attention
About the terms of the agreement
20
%
Venus
Venus is the second
planet from the Sun
40
%
Mars
Despite being red,
Mars is actually cold
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
01 02 03 04
Saturn Jupiter Mars Venus
Saturn is a gas giant Jupiter is the biggest Despite being red, Venus is the second
and has several rings planet of them all Mars is actually a cold planet from the Sun
place
Strategic alliances
Jupiter
Jupiter is the biggest
planet of them all
Answers and arguments
Write your question
Write your answer
Neptune Earth Saturn
Neptune is far away from us Earth is our beautiful planet Saturn is a gas giant with
rings
Waterfall management plan
Requirements Mercury is very close to the Sun
Design Despite being red, Mars is cold
Implementation Jupiter is a gas giant and it’s big
Verification Neptune is very far away from us
Maintenance Earth is our beautiful planet
Maturity model
25% 50% 75%
Basic Standard Advanced
Mercury is the smallest Venus is the second planet Despite being red, Mars is
planet in the Solar System from the Sun actually a cold place
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
Mercury is the closest planet to the Jupiter is the biggest planet of them
1 Sun all 6
2 Venus has a beautiful name Despite being red, Mars is cold 7
3 Earth is our beautiful planet Saturn is a gas giant and has rings 8
4 Our Moon orbits around the Earth Mars is full of iron oxide dust 9
Saturn was named after a Roman
5 Mercury is not related to the metal
god 10
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