Corporate and Business Strategy Toolkit

Corporate & Business Strategy Toolkit
Overview and Approach
Created by ex-McKinsey, Deloitte &
BCG Strategy Consultants

Problem
Most companies struggle to be good at both defining and executing their strategy. These companies usually
underperform and never really reach their full potential.
2
Strategy
Execution
Strategy / Execution matrix
Good
Poor
Poor
Good
About 30% of companies have a
good strategy but a poor execution*
good strategy and a good
execution*
poor strategy and a poor execution*
poor strategy but a good execution*
As we commonly say in the corporate world, “Strategy without execution is a dream. And execution without a strategy is a nightmare!”.
*Based on the experience of our management consultants advising 200+ companies over the past 20 years
Companies that are in this quadrant
totally outperform their competitors, both
in terms of profit growth and total
shareholder return.
But being good at both defining and
executing a corporate & business
strategy is challenging, with only a
minority of companies able to do it.

Traditional Solution
To solve this problem, companies usually hire management consultants from tier-one management
consulting firms. Whereas this solution works well, not everyone can afford it.
3
To help them define and implement their corporate and business strategy, most companies in the top right quadrant (e.g. Apple, Procter &
Gamble, Google, Amazon, etc.) are hiring management consultants from the following management consulting firms:
Whereas this solution usually brings a tremendous return on investment, not every business can afford to spend $300k+ to hire of couple
of McKinsey, Deloitte or BCG Management Consultants.

Our Solution
Our management consulting firm decided to create an affordable Corporate & Business Strategy Toolkit that will help you
define and implement the corporate and business strategy of your organization (or your client if you are a management
consultant).
4
The Corporate & Business Strategy Toolkit includes:
Tools
Templates
Step-by-step
tutorials
Real-life
examples
Best
practices
Support from tier-1
management consultants
Frameworks
Toolkit

Objectives
The Corporate & Business Strategy Toolkit includes frameworks, tools, templates, tutorials, real-life
examples and best practices to help you:
5
• Easily define and execute your corporate and business strategy to ensure high profitable growth
• Identify where the company should go, and how to get there
• Increase the value creation of your organization with a simple and comprehensive 3-phase strategic planning approach: (I) Set up your strategic planning project, (II) Gather &
analyze data and provide key insights, (III) Define and implement your strategic plan
• Set up your strategic planning project: (1) Strategic planning team, (2) Guiding principles, (3) Strategic plan structure, (4) Strategic plan key inputs, (5) Strategic planning project plan
• Gather & analyze data and provide key insights: (1) Market analysis, (2) Competitor analysis, (3) Customer feedback, (4) Company data analytics team, (5) Employee feedback, (6)
Executive feedback, (7) SWOT summary of the key business insights
• Define and implement your strategic plan: (1) Mission, vision and values, (2) Key strategic objectives, (3) Strategy map, (4) Balanced scorecard and key performance indicators, (5)
Potential initiatives to reach strategic objectives, (6) Business cases and financial models, (7) Prioritization of the initiatives, (8) Business roadmap and detailed initiatives plan, (9) Strategic
plan implementation, (10) Dashboards to track & manage progress, (11) Key lessons learned, (12) Quarterly update of the strategic plan based on new data
• Build a strategy map and balanced scorecard to easily translate your strategy into strategic objectives, key performance indicators and targets
• Build a strong business case to get your project approved by the executive committee
• Build simple and sophisticated financial models to estimate your project financials: revenue, cost savings, cash flow, net present value (NPV), ROI, IRR, payback period, WACC,
etc.
• Prioritize your initiatives based on impact and effort
• Carry out a market & competitor analysis to better define your strategy and outperform your competitors
• Quickly improve the strategic planning capability of your organization
• Become the strategic planning subject matter expert of your organization
• Develop new business models or improve existing ones with our ready-made business model canvases
• Identify your strategic options and their respective risk with the Ansoff Growth Matrix and the Porter’s Generic Corporate Strategies Matrix
• Identify the key drivers of your profit to easily explain your profit growth or profit decline, and act accordingly
• Decide if you should enter a new market (e.g. European market, Chinese market)
• Decide if you should introduce a new product based on desirability, feasibility and profitability
• Decide if your organization should acquire a new company based on the financial benefits, strategic benefits and feasibility of the deal
• Create a robust business plan to raise capital for a new venture
• Define your pricing strategy to maximize your profit
• Increase your know-how with the top 21 strategy tools commonly used by Fortune 100 and Global Consulting firms: Business Roadmap, Blue Ocean Strategy, Entry/Exit Barriers,
Experience Curve, Fishbone Diagram, Five Whys, Issue Tree, Maturity Model, McKinsey Seven-S, Product Life Cycle, Value Chain Analysis, Value Driver Tree, PESTLE, Porter’s Five
Forces, etc.

Top 21 strategy tools & frameworks commonly used by Fortune 100 and Global Consulting firms to make Strategic Decisions and solve strategic problems
Content
The Corporate & Business Strategy Toolkit includes a Strategic Planning 3-Phase Approach and 21 world-
class strategy frameworks & Tools to help you define and implement your corporate and Business Strategy.
6
Phase I: Set up your strategic planning
project
Phase II: Gather & analyze data and
provide key insights
Phase III: Define and implement your
strategic plan
1. Strategic planning team
2. Guiding principles
3. Strategic plan structure
4. Strategic plan key inputs
5. Strategic planning project plan
1. Mission, vision and values
2. Key strategic objectives
3. Strategy map
4. Balanced scorecard and key performance indicators
5. Potential initiatives to reach strategic objectives
6. Business cases and financial models
7. Prioritization of the initiatives
8. Business roadmap and detailed initiatives plan
9. Strategic plan implementation
10.Dashboards to track & manage progress
11.Key lessons learned
12.Quarterly update of the strategic plan based on new data
1. Market analysis
2. Competitor analysis
3. Customer feedback
4. Company data analytics team
5. Employee feedback
6. Executive feedback
7. SWOT summary of the key business insights
1. Business Model 2. Business Plan 3. Profitability problem
4. Entering a new
market
5. Introducing a new
product
6. Acquiring a company 7. Pricing Strategies
8. Blue Ocean Strategy
9. Porter’s Generic
Corporate Strategies
10. Porter’s Five Forces 11. Issue Tree 12. Entry/Exit Barriers 13. Five Whys
14. Ansoff Growth
Matrix
15. Net Present Value 16. Experience Curve 17. Product Life Cycle
18. Value Chain
Analysis
19. Value Driver Tree 20. PESTLE 21. Fishbone Diagram

In the next slides, you’ll see a small preview of the Phase 1 of our
3-phase Strategic Planning approach
project
strategic plan
3. Strategy map
1. Market analysis
4. Entering a new
market
10. Porter’s Five Forces 11. Issue Tree
18. Value Chain
Analysis
product
12. Entry/Exit Barriers 13. Five Whys
14. Ansoff Growth
Matrix

We identified 5 [insert your own number] strategic planning guiding
principles
8
1 Insert a quick description of your guiding principle
Insert title of your
guiding principle
guiding principle
guiding principle
guiding principle
guiding principle

principles
9
1 Engage as many people as possible from our organization. The more people we engage in defining the
strategic plan, the more people will be involved in its execution.
2 Create a shared vision up front, so everyone is clear on what we want to achieve.
3 Ensure perfect alignment between your mission, vision, strategic objectives and initiatives.
4 Prioritize rigorously so you are clear on what the company should do, and even more importantly, what
the company should not do.
5 Ensure that our strategic plan is not written is stone. The strategic plan should evolve incrementally each
time new data and insights have been identified.
Stakeholder
engagement
Shared vision
Strategic alignment
Focus
Iterative process
Real-life examples from strategic planning projects
we did for Global Fortune 1000 firms

principles
10
1 Ensure that project sponsorship is from a high enough level to command the organization's attention.
2 Make sure the entire Leadership Team has a real understanding and gives
endorsement of time commitment.
Project sponsorship
Leadership team
Additional Real-life examples from strategic
planning projects we did for Global Fortune 1000
firms
3 Go at a reasonably quick pace to create momentum and enthusiasm.
4 Drive action with a detailed and explicit Strategic planning project plan to make our vision a reality.
5
Momentum
Strategic planning
project plan
Let’s capitalize on our current strengths and competitive advantages.
Competitive
advantages

See below 4 screenshots from the Phase 1.
11
Strategic Plan Key Inputs
Strategic Plan Structure
Data Gathering Process
Strategic Planning Project

12
project
strategic plan
3. Strategy map
1. Market analysis
4. Entering a new
market
18. Value Chain
Analysis
product
14. Ansoff Growth
Matrix

1. Key National Competitors 2. Key International Competitors
Competitor A
Competitor B
Competitor C
Competitor D
Competitor E
Competitor F
Competitor G
Competitor H
Competitor Identification
Replace this text with the key takeaway of this Powerpoint slide.
3. Substitutes 4. New Entrants
Competitor I
Competitor J
Competitor K
Competitor L
Competitor M
Competitor N
Competitor O
13

Competitor Comparison (1/2)
Revenue Profit Market share Main activity
Number of
employee
Product quality
Insert your own
text
Competitor A Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text
Competitor B Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text
Competitor D Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text
Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text
14
Compare your competitors with
the most relevant criteria. This
will depend on your industry and
what you want to emphasize

Competitor Comparison (2/2)
20
15
10
5
0
-5
Gaining market share
Losing market share
Average market
growth
0 10 20 30 40 50
Company
Growth
(%)
Market Share (%)
Insert title
60
Insert company name
Insert company name
Insert company name
Insert company name
15
Position your competitor with a 2
by 2 or 3 by 3 matrix, using the 2
or 3 most relevant performance
indicators.

See below 4 additional screenshots from the Phase 2.
16
Step-by-step Guide
Strategic Planning Project - Phase 2
Business Insights Summary
Methods To Gather Feedback

17
project
strategic plan
3. Strategy map
1. Market analysis
4. Entering a new
market
18. Value Chain
Analysis
product
14. Ansoff Growth
Matrix

Mission Statement
It is the company’s reason for existence or purpose.
It describes the overarching intent of the organization.
It is usually defined during a workshop with the top
management.
It should provide focus, direction and help guide
decision making and actions.
It should be one easy to understand sentence and, if
required, a more details description below the main
sentence.
Vision Statement
It describes the organization desired or intended state
at some point in the near or distant future.
It describes the overarching aim of the organization as
it progresses into the future.
Like the Mission Statement, it is usually defined during
a workshop with the top management.
It should provide focus, direction and help guide
decision making and actions.
It should be one easy to understand sentence and, if
required, a more details description below the main
sentence.
Mission & Vision Statement
Description
18

Executive Summary (1/3)
Strategy Map
Financial
Perspectives
Customer
Internal Process
Learning &
Growth
Strategic Objectives
I1 - Insert your own text I2 - Insert your own text I3 - Insert your own text I4 - Insert your own text
L1 - Insert your own text L2 - Insert your own text L3 - Insert your own text L4 - Insert your own text
C1 - Insert your own text C2 - Insert your own text C3 - Insert your own text C4 - Insert your own text
F1 - Insert your own text F2 - Insert your own text F3 - Insert your own text F4 - Insert your own text
Mission: Insert your Mission statement
Vision: Insert your Vision statement
The best practice is to have between 1
and 3 slides for the Executive
Summary. Usually, the Strategy Map,
the Balance Scorecard and the
Business Roadmap represent a good
summary of the Strategic Plan
19

Strategy Map
A Strategy map includes 4 perspectives
20
Financial
Perspectives
Customer
Internal Process
Learning
& Growth
Presents the strategic objectives driving financial performance
Presents the strategic objectives related to the value proposition of the company
Presents the strategic objectives related to the internal capabilities of the company
Presents the strategic objectives related to the intangible assets required to drive performance

Strategy Map
Example of a Strategy Map
Financial
Perspective Strategic objectives
21
Increase
revenue
Increase profit
Increase number
of customers
Increase revenue
per customer
Decrease Cost
Decrease fixed
cost
Decrease
variable cost
Significantly behind target
Slightly behind target
Meeting target or above target
Buy the Strategic Planning Toolkit to unlock content
Visit Website

Balanced Scorecard
Description
C1 Insert your own text
I1 Insert your own text
L1 Insert your own text
F1 Increase earnings per share
F2 Increase revenue per customer
F3 Reduce cost per customer
Strategic Objectives
Financial
To satisfy our shareholders, what
financial objectives must we
accomplish?
Perspective
Customer
To achieve our financial objectives,
what customer needs must we serve?
Internal processes
To satisfy our customers and
shareholders, in which internal
business processes must we excel?”
Learning & Growth
To achieve our “Financial”,
“Customer” and “Internal Processes”
strategic objectives, what does the
organization need to learn?
Each perspective has specific Strategic Objectives, Key Performance Indicators & Targets
Visit Website
22

Business Roadmap
Insert your own text to summarize the key message of this slide
23
Insert timeline
Timeline
• Insert initiative name
Phase 1
See in the next slides a little bit more details
on the Business Roadmap and some
additional templates that you may prefer to
the one used in the document “Strategic Plan
- Template”
Visit Website

See below 4 additional screenshots from the Phase 3.
24
Lean Business Case
Detailed Initiatives Plan
Project Cash Flow
Project Initial Investment

In the next slides, you’ll see a small preview of one of our top 21
strategy tools & frameworks
25
project
strategic plan
3. Strategy map
1. Market analysis
4. Entering a new
market
18. Value Chain
Analysis
product
14. Ansoff Growth
Matrix

Business Model Canvas
Created by ex-McKinsey, Deloitte & BCG Management
Consultants.

27
What is the purpose of a Business Model Canvas?
A Business Model describes the rationale of how an organization creates, delivers and captures value.
A Business Model Canvas is a strategic management and lean tool that will help you develop new business models or
improve existing ones. It includes 9 building blocks, which were initially proposed in 2005 by Alexander Osterwalder:
1. Key Partners
2. Key Activities
3. Key Resources
4. Value Propositions
5. Customer Relationships
6. Channels
7. Customer Segments
8. Cost Structure
9. Revenue Stream
Feasibility: Can the company deliver its products & services?
Desirability: Is there a customer demand for the company’s products & services?
Viability: Can the company be profitable?

28
Best practices to effectively use the Business
Model Canvas
When we use the Business Model Canvas with our clients, we usually like to organize workshops with key stakeholders.
The most common mistake we’ve noticed over the years is when a CEO only invites the Corporate & Business Strategy
team to the workshops. The stakeholders need to come from different functions such as Corporate & Business Strategy,
Finance, Sales, Marketing, etc. That way your Business Model will be designed or refined based on many different
perspectives. Besides, the different functions will feel better engaged. And the more they feel engaged, the better they
will commit to the implementation of the Business Model.
We usually print on the wall a version of the Business Model Canvas (see next slide) in extra large (e.g. A1), so groups of
people can jointly start sketching and discussing business model elements with post-it notes or board markers. Many of
our clients also like to simply project the Business Model Canvas on a big screen using Powepoint, with one person
responsible for writing the stakeholders’ inputs in real time. When available, we also like to use an interactive display
whiteboard such as Google Jamboard. Interactive display whiteboards are great tools, especially when you have
stakeholders attending your workshop online, which seems to be increasingly the case.
Please note that defining your business model should be an iterative process, that will be refined along the way. The first
version of your business model will include many hypotheses. The idea is to test these hypotheses in order to quickly
validate or invalidate these hypotheses. Start by testing the most critical hypotheses.

Business Model Canvas
Tutorial
Key Partners
• List the key partners that will
help you optimize your
operations, reduce your risks,
and get a competitive
advantage.
Value Propositions
• List the products and services
you offer to meet the needs of
your customers. Also include in
this section your unique selling
proposition (USP) that will
distinguish you from your
competitors.
Key Activities
• List the most important
activities required to implement
the company's value
proposition.
Customer Relationships
• Identify the type of relationship
you want to create with your
customer segments. How will
you interact with them?
Cost Structure
• Estimate how much you are planning to spend on Product development, Marketing,
Sales, Website design & development, etc.
Revenue Stream
• Estimate how much you are planning to earn from your different sources of revenue.
• Estimate your earnings based on your costs and revenues.
Customer Segments
• Identify which customers you
try to serve (e.g. age, gender,
location, interests, languages,
habits, etc.).
Key Resources
• List the resources that are
necessary to create value for
your customers. These
resources could be human,
financial, physical and
intellectual.
Channels
• List the different channels you
will be using to deliver your
value proposition to your
targeted customers. An
organization can reach its
clients through its own
channels, partner channels, or
a combination of both.
Feasibility Desirability Viability
Caption:

Key Partners
• Insert your own text
Value Propositions
Key Activities
Cost Structure
Revenue Stream
Customer Segments
Key Resources
Channels
Business Model Canvas for [insert company name or logo]
Template
Feasibility Desirability Viability
Caption:

Key Partners
• People who sell on the
platform.
• Bloggers who earn a
commission for any referrals
that lead to a sale.
• Independent authors who
publish their works through
Kindle Direct Publishing.
• Companies providing storage
spaces.
Value Propositions
• Jeff Bezos defines that
Amazon’s business model is
based on three value
propositions: low price, fast
delivery and a wide selection of
products.
Key Activities
• Development, maintenance and
expansion of its platform.
• Management of the entire
supply chain
• Cloud computing
• Production of films, series from
its video platform
• Marketing all its products and
services.
• Amazon’s focus is to have a
healthy and long-lasting
relationship with its customers.
• They maintain several
communication channels open
with their consumers, such as
reviews and comments on the
platform, phone, online chat
and email contact.
Cost Structure
• IT structure.
• Customer service centre.
• Software development & maintenance and information security.
• Marketing.
• Fulfilment centres.
Revenue Stream
• Amazon Marketplace: Amazon asks for a fee from its sellers
• Amazon Prime: subscribers have access to videos, music, and a free two-day shipping
• Amazon Web Services: a low-cost complete IT structure platform
• Amazon Kindle: Users can buy, browse and download books, magazines & newspapers
• Amazon Advertising, which offers sponsored ads
Customer Segments
• The customer segments of
Amazon can be divided into
basically three groups: sellers,
buyers and developers.
• Sellers are all the companies
that use the Amazon’s e-
commerce platform to sell their
products.
• Developers are all the
community involved with the
Amazon Web Services (AWS).
• And the buyers are the millions
of people across the world who
acquire products and services
through Amazon’s channels.
Amazon tracks its customers
based on some characteristics,
such as interest, engagement
and personal information (age,
gender, geographical space,
language, among others).
Key Resources
• Its technological infrastructure,
which needs to be broad and
very secure, in order to keep
the whole chain running without
interruption and without losses
• Offices and warehouses
• Human resources (e.g.
designers, engineers,
developers etc.)
Channels
• The Amazon website is its
largest and most important
channel.
• As an internet-based company,
its marketing is basically digital,
including advertisements,
sponsored publications and e-
mail marketing.
Real-life example
Business Model Canvas for
Real-life example

Structure of the Toolkit
The Corporate & Business Strategy Toolkit includes 500 Powerpoint slides and 60 Excel sheets categorized
in 5 folders that you can download on your device immediately after your purchase.
32
1 2 3 4
Overview and
approach
Phase I - Set up your
strategic planning
project
Phase II - Gather and
analyze data and provide
key insights
Phase III - Define and
implement your
strategic plan
500 editable Powerpoint slides* 60 editable Excel sheets*
+
*Please note that the number of Powerpoint slides and Excel sheets listed is the number of unique slides and sheets. For example, a Powerpoint slide
that has been duplicated to facilitate the understanding of our clients only count for 1 Powerpoint slide.
5
Top 21 strategy
tools &
frameworks

Interested in more than 1 Toolkit? You can access to all our Toolkits for half the
price with the Gold Business & Consulting Package
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Key Benefits of our Business & Consulting Toolkits
34
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Business & Consulting Toolkits
created by ex-McKinsey, Deloitte &
BCG Consultants.
It cost us $1.7M to create all our
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It’s like hiring Management
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Templates required to get a
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Get the job done quicker and never
start from scratch again with our
ready-made & fully editable
Frameworks, Tools & Templates in
Powerpoint & Excel.
We have worked 20,000+ hours
over the past 5 years to create the
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Toolkits. Don’t reinvent the wheel.
Download now.
Improve your skills & capabilities
and meet your professional goals by
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Get free support and advice from
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Impress your stakeholders and
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