Management Consultant Toolkit in powerpoint & Excel

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Insert your Company & Project names
By Ex-Deloitte & McKinsey Consultants
Business Templates
Consulting Toolkit in
Powerpoint & Excel
Trainings
Diagrams & Infographics
Editable Maps
Friday

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2000
Editable
Powerpoint
Slides
100
editable
Excel
Sheets

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Diagrams, Infographics and Icons
Editable Maps
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Business Templates and Trainings1
Table of content

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“The following
slides have been
taken randomly
from our Consulting
Toolkit”

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Mission Statement tool
Objective

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Mission & Vision
• Define the purpose and the scope of the Organization
• Provide long-term direction
• Reflect C-suite executives’ beliefs, values and
priorities
Goals
• State what must be done to accomplish mission
• Identify targets
• Serve as guide for objective setting
Objectives
• Restate objectives into operational terms
• Quantify what and when results will be achieved
• Guide strategy development
Strategy
• Express how results will be achieved
• Describe what initiatives will be taken to achieve
results
Execution
• Deliver and coordinate a strategy
Description

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Mission & Vision
• Insert your own text
Goals
Objectives
Strategy
Execution
Template 1/2

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Template 2/2
Mission & Vision
Goal
Objective #1
Objective #2
Objective #3
Strategy #1
Strategy #2
Strategy #3

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A Commercial Due Diligence (CDD) is usually performed alongside a
Financial Due Diligence and a Legal Due diligence
InternalExternal
FuturePast
Financial Due
Diligence &
Legal Due
Diligence (i.e.
past and present
Income statements,
Balance Sheet
statements, Cash
Flow statements, tax
records, etc)
Commercial Due
Diligence
Due Diligence Focus

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Once you’ve got your “Hypothesis tree” with your Hypothesis,
Assumptions, Sub-Assumptions,…it is time to create your work plan
Work Plan to validate or invalidate the Assumption
“The projected Revenue is reasonable”
Sub Assumptions
Expected
answer
Actual Answer Analyses Data Sources End Product Responsibility Deadline
There is a logical trend between
historic revenues and projected
revenues
Yes Yes
Compare Historic and
forcasted revenue CAGR
Financial Due
Diligence
Vertical Histogramme
chart
Raphael 10 of October
The revenue drivers have been
identified correctly
Yes No
Check list of key revenue
drivers identified by the
management
Industry report Driver tree John 13 of October
Insert Sub assumptions
Work Plan
Check the Excel sheet
provided with the
Powerpoint

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The Strategy Map is used to describe how value is created and
should be aligned with the identified key priorities
Financial
Perspective
Customer
Perspective
Internal
Perspective
Long-Term
Shareholder Value
Productivity StrategyGrowth Strategy
Improve Cost
Structure
Improve Asset
Utilization
Learning &
Development
Perspective
Human Capital
Information Capital
Organization & Culture Capital
Culture Leadership TeamworkAlignment
Customer Value Proposition – key segment
Price Quality Availability Selection Functionality Service Partnership Brand
Product / Service Attributes Relationship Image
Selection
Acquisition
Retention
Growth
Customer Management
Processes
Opportunity ID
R&D Pipeline
Design/Develop
Partnerships/JV
Ramp-Up
Innovation
Processes
Environment
Safety & Health
Employer
Community
Regulatory & Social
Processes
Increase
Customer Value
New Revenue
Sources
Supply
Production
Distribution
Service
Risk Management
Operations
Management Processes

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Balanced Scorecard Template
Mission &
Vision
TargetsMeasureObjectives
Finance
Customer
Learning and Growth
Internal

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Example of Financial model with scenario and the impact on the 3
financial statements including reusable excel template

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Example of Discounted cash flow valuation including reusable Excel
template

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Example of CDD Project Plan
Step 1: Background
Documents
Step 2: Internal Kick-Off
Step 3: Management
meeting
Step 4: Analysis of
management data
Step 5: Desk research
Step 6: Interviews
Step 7: Financial Modelling
Step 8: Report preparation
and presentation
Days M T W T F M T W T F M T W T F M
Week 1 Week 2 Week 3

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Bargaining
power of
buyers
Porter’s Five Forces
Intensity of
competitive
rivalry
Bargaining
power of
suppliers
Threat of
new
entrants
Threat of
substitute
products
Click here to download the editable PowerPoint and
Excel version at www.slidebooks.com

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Bargaining
power of
buyers
Diagram Template
Intensity of
competitive
rivalry
Bargaining
power of
suppliers
Threat of
new
entrants
Threat of
substitute
products

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Bargaining power of buyers
Bargaining power of suppliers
Competitive rivalry
Threat of substitute products
Threat of new entrants
Decrease
attractiveness
Increase
attractiveness
Neutral
Bubble Chart Template
Total Industry Attractiveness
+
+
+
+
AA+

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0
1
2
3
4
5
Intensity of
competitive rivalry
Bargaining power
of suppliers
Threat of substitute
products
Bargaining power
of buyers
Threat of new
entrants
Industry Attractiveness
Industry Attractiveness
Spider Chart Template

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• Insert a more comprehensive
description
Bargaining power of Suppliers
description
Bargaining power of Buyers
description
Rivalry among firms
description
Threat of Substitute products
description
Threat of new entrants
Text Template

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Table & Harvey Balls Template
Insert your own text
Description ImpactFive Forces
Threat of
new
entrants
Threat of
substitute
products
Bargaining
power of
suppliers
Bargaining
power of
buyers
Competitive
rivalry

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Value Chain tool
Objective

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Generic Value Chain
Customer
Value Chain tool
Description 1/2
Firm Infrastructure
Procurement
Human Resource Management
Technology
Inbound
Logistics
Operations
Outbound
Logistics
Marketing
& Sales
After
sales
Service
Support
activities
Primary
activities

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There are 3 main steps in performing a value chain analysis:
 Identify the sequential
macro activities within
your industry/business
 Identify the main activities
for each macro activity
 Identify which activity
brings value to the
customer
 Analyze the main revenue
and cost drivers
 Analyze your strength and
weaknesses compared to
your competitors
 Analyze your key areas of
improvement
 Decide which strategy to
implement (e.g.
outsourcing strategy,
acquisition strategy, low
cost strategy, etc.) in
order to acquire or
maintain a sustainable
competitive advantage
1.Identify
2.Analyse
3.Decide
Value Chain tool
Description 2/2

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Insert your own title
Customer
Value Chain tool
Template 1/7
Insert
your own
text
Insert your
own text
Insert your
own text
Insert your
own text
Insert
your own
text
Support
activities
Primary
activities

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Value Chain tool
Template 2/7
Firm Infrastructure
Procurement
Technology
Support
activities
Inbound
Logistics
Operations
Outbound
Logistics
Marketing &
Sales
After sales
Service
Primary
activities Insert your own text

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Value Chain tool
Template 3/7
Firm Infrastructure
Procurement
Technology
Support
activities

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Value Chain tool
Template 5/7
Inbound
Logistics
Operations
Outbound
Logistics
Marketing &
Sales
Service (After
sales
support)

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Value Chain tool
Template 6/7
Insert your
own text
• Insert your own
text
• Insert your own
text
• Insert your own
text
Inbound Logistics Operations
Outbound
Logistics
Marketing &
Sales
Service (After
sales support)
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
• Insert your own
text

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Value Chain tool
Template 7/7
Insert your
own text
• Insert your own
text
• Insert your own
text
• Insert your own
text
Inbound Logistics Operations
Outbound
Logistics
Marketing &
Sales
Service (After
sales support)
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
• Insert your own
text

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Value Driver tree
Objective

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Company Value
Creation
Increase net
operating
profit less
adjusted
Taxes (NOPLAT)
Improve
capital
allocation
Capital
deployment
Decrease
operating
expenses
Increase
gross profit
Cost of
capital
Decrease
manufacturing
costs
Increase
revenues
Reduce
distribution
costs
Reduce
selling
costs
Reduce
R&D costs
Reduce
administrative
costs
Improve product mix
Increase price
Decrease staffing
Reduce cost of inputs
Lower support functions costs
N/A
Reduce inventories
Optimize scheduling
Improve plant utilization
Lower Customer Service costs
Decrease staffing
Improve process
Increase volume
Optimize physical network
Increase productivity
Use alternative distribution
Increase Accounts payable
Improve capital investment
Reduce Accounts receivable
Value Drivers
Value Driver tree
Description

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Insert your text
Your text
Your text
Your text
Your text
Your text
Your text
Your text
Your text
Your text
Your text
Your text
Your text
Your text
Your text
Your text
Your text
Your text
Your text
Your text
Your text
Your text
Your text
Your text
Your text
Your text
Your text
Your text
Your text
Your text
Your text
Your text
Value Driver tree
Template 1/11
Generic Value Drivers Company specific Value Drivers

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Insert your text
Your text
Your text
Your text
Your text
Your text
Your text
Value Driver tree
Template 2/11
Your text
Your text
Your text
Your text
Your text
Your text
Your text
Your text

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Value Driver tree
Template 7/11
Placeholder
Placeholder
Placeholder
Placeholder
Placeholder
Placeholder
Placeholder

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Value Driver tree
Template 9/11
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text Text Text
Unit or additional information

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Value Driver tree
Template 11/11
Text
Text
Text
Text
Text
Text
strong weak
Effect

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The change commitment curve tool
Description
Change commitment curve
Status Quo
COMMITMENT
High
Low
Vision
TIME
Internalization
Individuals make the Vision
their own and create
innovative ways to use and
improve
Contact
Individuals have
heard that there is
a vision initiative
Awareness
Individuals are aware of
basic scope and
concepts of the Vision
Understanding
Individuals understand the
impacts to their functional
area
Positive Perception
Individuals understand impacts and
benefits to them
Adoption
Individuals are willing to
work with and implement
the Vision
Institutionalization
The Vision is the way work is done
-- the new status quo
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2
3
4
5
6
7
Initiatives need to be carried out
to decrease the time between the
different stages

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The change commitment curve tool
Template
Change commitment curve
Status Quo
COMMITMENT
High
Low
Vision
TIME
Internalization
Insert initiatives
Contact
Insert
initiatives
Awareness
Insert initiatives
Understanding
Insert initiatives
Positive Perception
Insert initiatives
Adoption
Insert initiatives
Institutionalization
Insert initiatives
1
2
3
4
5
6
7
Current state
Target state

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Risk versus Reward matrix
Objective

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Description
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A
B
C
Low
Reward
Risk
= Option with an Average Annual Revenue of $100m
Insert your key message
D
High
LowHigh
This strategic option seems to be the most
relevant one
Based most of the time on net present
value (NPV) and intangible

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Template
20
A
B
C
Low
Reward
Risk
= $100m Average Annual Revenue
D
High
LowHigh

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4. Market analysis
4.2.Target market size - Template
• Estimate the Total Available Market (TAM) size
• TAM refers to the global revenue opportunity available for a product or service
• Some sources of information such as government data, trade associations, financial
data from major players and customer surveys should help you to provide a rough
estimation
Total Available Market (TAM)
Total Available
Market (TAM)
Serviceable Available
Market (SAM)
• Estimate the Serviceable Available Market (SAM) size
• SAM refers to the percentage of the Total Available Market (TAM) that you can
actually serve
Serviceable Available Market (SAM)
• Estimate your Target Market size based on your estimation of the TAM and SAM size
• Target market refers to the group of customers that you want to market your products
to
Your Target MarketTarget Market
Market
Share
• Estimate your market share (in percentage and dollars) based on your unique selling
proposition and marketing plan
• Your market share refers to a percentage of your target market
Your Market Share

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4. Market analysis
4.3.Target market growth - Template
• Estimate the Total Available Market (TAM) revenue growth
Total Available Market (TAM)
Total Available
Market (TAM)
Serviceable Available
Market (SAM)
• Estimate the Serviceable Available Market (SAM) revenue growth
Serviceable Available Market (SAM)
• Estimate your Target Market revenue growth
Your Target MarketTarget Market
Market
Share
• Estimate your market share growth
Your Market Share
• A simple way of forecasting the market
growth is to extrapolate historical data
into the future
• A more accurate way is to study growth
drivers such as demographic
information and sales growth in
complementary products - 10% every year between 2014 and 2020
+ 1% every year between 2014 and 2020

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Pyramid Principle Definition

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Create a pyramid with your answer and supporting arguments - Template
Insert your answer
Insert your
supporting
argument
#1.1
Insert your
supporting
argument
#1.2
Insert your
supporting
argument
#1.3
Insert your
supporting
argument
#2.1
Insert your
supporting
argument
#2.2
Insert your
supporting
argument
#2.3
Insert your
supporting
argument
#3.1
Insert your
supporting
argument
#3.2
Insert your supporting
argument #1
argument #2
argument #3
Insert your
supporting
argument
#3,3
Insert your introduction’s question
Why or How?
Why or How?Why or How? Why or How?
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
Group, summarize and order logically your
supporting arguments

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The company can reduce its
cost by $5 millions through
some operational
improvements
Select
non-core
functions
Evaluate
cost and
service level
of potential
partners
Choose one
partner for
each
function
Design
current
processes
Compare
current
process to
best-in-
class
benchmarks
Adopt best
practices
based on
benchmarks
Select and
review
current
supplier
costs
Evaluate
cost of
potential
alternative
suppliers
Outsource non-core
functions to save $3
Millions
Simplify core functions
processes to save $1
Million
Review supplier cost to
save $1 Million
Renegotiate
supplier
contracts
and/or
choose
alternative
suppliers
How can the company reduce its cost by 10%?
Create a pyramid with your answer and supporting arguments - Example

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The concept of “strategy” generally involves 3 components…
1.Setting goals
2.Defining a high level plan to
achieve these goals
3.Mobilizing resources to execute
the actions




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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
Current state Transition Target state
Require a Project Management approach to change the
organization structure, job roles, processes and systems
Require a Change Management approach to help
individuals impacted by the business and technical
changes in their company to adapt and be successful
Business &
Technical
Change
People
change

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Lean Six Sigma DMAIC Methodology
Define Measure Analyze Improve Control
• The best way to implement Lean Six Sigma in your organization is to follow the DMAIC
Methodology :

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Prosci1 ADKAR model
• Prosci 3-Phase Process outlines the specific actions that a change management resource
or team would take for a particular project or initiative to help individuals build Awareness,
Desire, Knowledge, Ability and Reinforcement
Awareness
Desire
Knowledge
Reinforcement
Ability
CHANGE
1. A leader in change management research providing industry standard processes and tools (the ADKAR Model) and organizational
change management methods for managing the people side of change in organizations and government agencies
ADKAR model

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The Prosci ADKAR model
• The ADKAR Model provides a list of enablers for each one of its 5 objectives:
• Management communications
• Customer input
• Marketplace changes
• Ready-access to informationAwareness
• Training and education
• Information access
• Examples and roles models
Knowledge
• Incentives and rewards
• Compensation changes
• Celebrations
• Personal recognitionReinforcement
• Practice applying new skills
• Practice applying new processes
• Coaching
• Mentoring
• Removal of barriersAbility
• Fear of job loss
• Discontent with current state
• Enhanced job security
• Career advancement
• Acquisition of power
• Incentive or compensation
• Affiliation and sense of belonging
• Hope in future state
• Trust and respect for leadership
Desire
Enablers

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Lean Six Sigma benefit #1
One employee was able to
process 3 home loans a day
One employee was able to
process 5 home loans a day
Lean Six Sigma increases asset efficiency
Before
implementing Lean Six Sigma
After
implementing Lean Six Sigma
= =
Other examples: Implementing Lean Six Sigma can also help to decrease your stock and optimize your working space
Example

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Editable Maps
2
3
Table of content

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Business area
Insert your
own text
Insert your
own text
Insert your
own text
Insert your
own text

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Communication
Insert your own text“ ”

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Cycle 3D
Right your own text Right your own text
Right your own text
Click here to download the editable PowerPoint
version at www.slidebooks.com

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July
21
Tuesday
Thursday Friday Friday
July
21
Tuesday
Thursday Friday Friday
Date

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Device
Computer Tablet SmartPhone
Strategy

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…
…
…
…
…
…

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Insert your own
text
Insert your own
text
Insert your own
text
Insert your
own text
Insert your
own text

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Interrelated spheres
Text Text
Text

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20
15
10
5
0
-5
A
B C
Gaining market share
Losing market share
Average
market
growth
0 10 20 30 40 50
CompanyGrowth(%)
Market Share (%)
60
Position your competitors with a 2 by 2 or 3 by 3
matrix using relevant criteria
D

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..........
..........
..........
..........
..........

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.....
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.....
.....
.....
.....
.....
.....
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.....

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… … … … … …
…
…
…
…
…
strong weak

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… … … … … …
…
…
…
…
…
Negative Neutral Positive

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......
...
...
...
...
...
...
Future
Industry
Scenarios
…
... ...
...
...
...
...
...
...
...... ... ...

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..... ..... .....
...............

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• .....
• .....
• .....
• .....
• .....
• .....
• .....
• .....
.....
.....
.....
.....

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..... ..... .....
.....

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… .… …

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… …
… …

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…
…
…
… …
…
2
4
6
5
3
1
…

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Timeline in a table
Week 1 2 3 4 5 6 7 8 9 10 11
Starts on 7/1 14/1 … … … … … … … … …
Phase 1
1.1 Activity
1.2 Activity
1.3 Activity
Phase 2
2.1 Activity
2.2 Activity
Phase 3
3.1 Activity
3.2 Activity
3.3 Activity
• To add a column or a row, select a column or a row, click right and
select “Insert”
• Use Distribute Columns Evenly and Distribute Rows Evenly in
Layout ribbon to keep columns and rows equal in width

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3D words

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Product Life Cycle
INTRODUCTION GROWTH MATURITY DECLINE
PRODUCT
EXTENSION
SALES
Replace with
your own text
Replace with
your own text
Replace with
your own text
Replace with
your own text

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.....
…
…
…
…
…
…
…

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.....… …
..... .....
..... .....

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.....
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Subhead Subhead Subhead Subhead Subhead Subhead Subhead Subhead
Row description xx xx xx xx xx xx xx xx

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Subhead Subhead Subhead Subhead Subhead Subhead
Row 1 xx xx xx xx xx xx
Subtotal xx xx xx xx xx xx
Subtotal xx xx xx xx xx xx
Total xx xx xx xx xx xx

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20
20
30
10
20
20
20
140
0
20
40
60
80
100
120
140
Company Division 1 Division 2 Division 3 Division 4 Division 5 Division 6 Division 7
Divisions
Sales(US$)
Double click on chart
and then click on “Edit
Data” to update this
Chart

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0
50
100
150
200
2016 2017 2018 2019
Year
Sales(US$)
Chart
France US UK Germany

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Chart
30 31 22
47
24
22
33
33
44
34
32 33
0
50
100
150
200
US UK France
Unit or additional information
Countries
Revenue (US$)
Product A Product B Product C Product D

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30
29
24
40
30
37
45
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39
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32
20
0 20 40 60 80 100 120 140 160 180
France
UK
US
Sales (US$)
Product A Product B Product C Product D
Chart

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Editable Maps
2
3
Table of content

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Worldwide Map
Description 1
Description 2
Description 3
New York
30%
20%
2%

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Worldwide Map
New York
Los Angeles
Sydney
Johannesburg
Rio de Janeiro
Peking
Moscow
Tehran

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Worldwide Map

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Worldwide Map
Moscow
Tehran
New York
Los Angeles
Sydney
Johannesburg
Rio de Janeiro
Peking

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Worldwide Map
Place holder
 Place holder
 Place holder
 Place holder
 Place holder
Place holder
 Place holder
 Place holder
 Place holder
 Place holder

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Worldwide Map

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Worldwide Map

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Worldwide Map
Once you updated one of the former maps, you can add some shadow or other picture effects to your map by
following the steps below:
1. Select the whole map
2. Copy and paste it as a picture
3. Click on “Format” and “Picture Style”
4. Test and choose the picture style you prefer
5. In this slide and the following one, you’ll see 2 examples of picture style:

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Worldwide Map

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Click here to download the
whole 2000 Powerpoint slides
and 100 Excel Sheets in an
editable version at
www.slidebooks.com

Management Consultant Toolkit in powerpoint & Excel

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Management Consultant Toolkit in powerpoint & Excel