2._Management_Consulting_Toolkit_-_Overview_and_Approach.pptx

Management
Consulting Toolkit
Overview and Approach
Best Practices
Frameworks Templates

Content
Our management consulting firm decided to create an affordable Management Consulting Toolkit that
includes 7 components:
2
Tools
Templates
Step-by-step
tutorials
Real-life
examples
Best
practices
Support from tier-1
management consultants
Frameworks
Toolkit

Who usually buys our Management Consulting Toolkit?
3
• Management consulting firms who want to increase their know-how (example of consulting firms leveraging our Toolkits: Accenture, Deloitte, KPMG, etc.)
• Management consultants who want to increase their know-how or launch their own consulting practice
• Executives who want to improve the growth and efficiency of their organization, or create an internal consulting practice
• Entrepreneurs who want to improve their business and can’t afford to hire high-calibre management consultants
• Professors teaching MBA programs
• MBA Students who want to become management consultants

Objectives
The management Consulting Toolkit includes frameworks, tools, templates, tutorials, real-life examples and
best practices to help you:
4
• Improve your management consulting capability with a simple and comprehensive 7-phase approach: (I) Create a Business Plan for your consulting
practice, (II) Create a consulting proposal, (III) Prepare your legal agreements, (IV) Gather data and identify the problem, (V) Conduct a financial analysis, (VI)
Create your deliverables, (VII) Solve most business problems by leveraging our 31 world-class consulting frameworks & Tools
• (I) Create a Business Plan for your consulting practice: (1) Problem to solve & solution, (2) Mission, vision & strategic objectives, (3) Target market, (4)
Market analysis, (5) Competitor analysis, (6) Marketing plan, (7) Business structure, (8) Financial plan
• (II) Create a consulting proposal to better convince your prospects: (1) Our understanding of your situation, (2) Proposed approach, (3) Why us, (4)
Proposed team and budget
• (III) Prepare your legal agreements: (1) Business consultant agreement, (2) Non-disclosure agreement, (3) Non-compete agreement
• (IV) Gather data and identify the problem: (1) Project questionnaire, (2) Interview, (3) Focus group, (4) Survey, (5) Issue tree, (6) Five whys, (7) Fishbone
diagram, (8) Problem definition worksheet
• (V) Conduct a financial analysis: (1) Income statement analysis, (2) Balance sheet statement analysis, (3) Cash flow statement analysis, (4) Ratio analysis
• (VI) Create your deliverables: (1) Business case and financial model to estimate project financials and request financial investments, (2) Recommendation
structure best practices to help you present like a tier-1 management consultant, (3) Top 300 ready-made consulting diagrams and charts in Powerpoint and
Excel to build your deliverables quickly
• (VII) Solve most business problems by leveraging our 31 world-class consulting frameworks & Tools: (1) Business model canvas to develop new
business models or improve existing ones, (2) Strategy map and balanced scorecard, (3) Profitability problem, (4) “Entering a new market” framework to decide
if you should enter a new market, (5) “Introducing a new product” framework to decide if you should introduce a new product based on desirability, feasibility
and profitability, (6) “Acquiring a company” framework to decide if your organization should acquire a new company based on the financial benefits, strategic
benefits and feasibility of the deal, (7) Initiative Prioritization Matrix to prioritize a company’s potential initiatives based on impact and effort, (8) RACI matrix, (9)
Porter’s generic corporate strategies, (10) Porter’s five forces, (11) Blue ocean strategy, (12) Entry/exit barriers, (13) Business roadmap, (14) Ansoff growth
matrix, (15) Net present value, (16) Experience curve, (17) Product life cycle, (18) Value chain analysis, (19) Value driver tree to explain your profit growth or
profit decline, and act accordingly, (20) PESTLE, (21) Change Commitment Curve, (22) Marketing Mix 4Ps, (23) Maturity Model, (24) McKinsey Seven-S, (25)
Mission & vision statement, (26) Pareto principle, (27) Change impact assessment, (28) Process mapping, (29) Risk assessment matrix, (30) Six thinking hats,
(31) SWOT

7-Phase Approach
The Management Consulting Toolkit includes a 7-Phase Approach and world-class consulting frameworks &
Tools to help you solve business problems
5
I. Create a Business
Plan for your
consulting practice
II. Create a consulting
proposal
IV. Gather data and
identify the problem
1. Problem to solve &
solution
2. Mission, vision &
strategic objectives
3. Target market
4. Market analysis
5. Competitor analysis
6. Marketing plan
7. Business structure
8. Financial plan
III. Prepare your legal
agreements
V. Conduct a financial
analysis
1. Our understanding of
your situation
2. Proposed approach
3. Why us
4. Proposed team and
budget
1. Business consultant
agreement
2. Non-disclosure
agreement
3. Non-compete agreement
1. Project questionnaire
2. Interview
3. Focus group
4. Survey
5. Issue tree
6. Five whys
7. Fishbone diagram
8. Problem definition
worksheet
1. Income statement
analysis
2. Balance sheet statement
analysis
3. Cash flow statement
analysis
4. Ratio analysis
VI. Create your
deliverables
1. Business case and
financial model
2. Recommendation
structure
3. Top 300 ready-made
consulting diagrams and
charts
VII. Solve most business problems by leveraging our 31 world-class consulting frameworks & Tools
1. Business model
2. Strategy map and
balanced scorecard
3. Profitability problem
4. Entering a new
market
5. Introducing a new
product
6. Acquiring a company
7. Initiative prioritization
matrix
8. RACI matrix
9. Porter’s generic
corporate strategies
10. Porter’s five forces 11. Blue ocean strategy 12. Entry/exit barriers 13. Business roadmap 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. Change
commitment curve
22. Marketing mix (4p’s) 23. Maturity model 24. Mckinsey Seven-S
25. Mission & vision
statement
26. Pareto principle
27. Change impact
assessment
28. Process mapping
29. Risk assessment
matrix
30. Six thinking hats 31. SWOT

In the next slides, you’ll see a small preview of the Phase I
6
Plan for your
consulting practice
proposal
IV. Gather data and
solution
3. Target market
4. Market analysis
6. Marketing plan
8. Financial plan
agreements
analysis
your situation
3. Why us
budget
agreement
2. Non disclosure
agreement
2. Interview
3. Focus group
4. Survey
5. Issue tree
6. Five whys
7. Fishbone diagram
worksheet
1. Income statement
analysis
analysis
analysis
4. Ratio analysis
VI. Create your
deliverables
financial model
2. Recommendations
structure
charts
1. Business model
2. Strategy map and
balanced scorecard
4. Entering a new
market
product
matrix
8. RACI matrix
21. Change
commitment curve
statement
27. Change impact
assessment
28. Process mapping
29. Risk assessment
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
7

Insert your own text
Mission Statement
Mission & Vision Statement
Template
Vision Statement
Insert your own text Insert your own text Insert your own text Insert your own text
Strategic Goal #1 Strategic Goal #2 Strategic Goal #3 Strategic Goal #4
Key Initiatives Key Initiatives Key Initiatives Key Initiatives
8

See below 4 screenshots from the Phase I
9
Strategy Map
Key Employees
Competitor Comparison
Profit and Loss Forecast

In the next slides, you’ll see a small preview of the Phase II
10
Plan for your
consulting practice
proposal
IV. Gather data and
solution
3. Target market
4. Market analysis
6. Marketing plan
8. Financial plan
agreements
analysis
your situation
3. Why us
budget
agreement
2. Non disclosure
agreement
2. Interview
3. Focus group
4. Survey
5. Issue tree
6. Five whys
7. Fishbone diagram
worksheet
1. Income statement
analysis
analysis
analysis
4. Ratio analysis
VI. Create your
deliverables
financial model
2. Recommendations
structure
charts
1. Business model
2. Strategy map and
balanced scorecard
4. Entering a new
market
product
matrix
8. RACI matrix
21. Change
commitment curve
statement
27. Change impact
assessment
28. Process mapping
29. Risk assessment
matrix

We estimate our fees for this 12-week project to be $xxx,xxx
11
*The fees do not include expenses. We will make every effort to minimize expenses and believe they will not exceed xx% of our fees
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

We estimate our fees for this 12-week project to be $605,000
12
*The fees do not include expenses. We will make every effort to minimize expenses and believe they will not exceed xx% of our fees
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*

See below 4 screenshots from the Phase II
13
Proposed Approach
Situation, Challenge and Question
Detailed of each Phase
CV Template in Powerpoint

In the next slides, you’ll see a small preview of the Phase III
14
Plan for your
consulting practice
proposal
IV. Gather data and
solution
3. Target market
4. Market analysis
6. Marketing plan
8. Financial plan
agreements
analysis
your situation
3. Why us
budget
agreement
2. Non disclosure
agreement
2. Interview
3. Focus group
4. Survey
5. Issue tree
6. Five whys
7. Fishbone diagram
worksheet
1. Income statement
analysis
analysis
analysis
4. Ratio analysis
VI. Create your
deliverables
financial model
2. Recommendations
structure
charts
1. Business model
2. Strategy map and
balanced scorecard
4. Entering a new
market
product
matrix
8. RACI matrix
21. Change
commitment curve
statement
27. Change impact
assessment
28. Process mapping
29. Risk assessment
matrix

See below screenshots from the Phase III
15
Business Consultant Agreement Non-Disclosure Agreement Business Consultant Agreement

In the next slides, you’ll see a small preview of the Phase IV
16
Plan for your
consulting practice
proposal
IV. Gather data and
solution
3. Target market
4. Market analysis
6. Marketing plan
8. Financial plan
agreements
analysis
your situation
3. Why us
budget
agreement
2. Non disclosure
agreement
2. Interview
3. Focus group
4. Survey
5. Issue tree
6. Five whys
7. Fishbone diagram
worksheet
1. Income statement
analysis
analysis
analysis
4. Ratio analysis
VI. Create your
deliverables
financial model
2. Recommendations
structure
charts
1. Business model
2. Strategy map and
balanced scorecard
4. Entering a new
market
product
matrix
8. RACI matrix
21. Change
commitment curve
statement
27. Change impact
assessment
28. Process mapping
29. Risk assessment
matrix

Project Questionnaire
Example of questions
17
I. Industry
1. How is the industry structured?
2. What are the major trends in the industry?
3. How is the client addressing the industry trends?
II. Company
1. What is the Company’s Mission & Vision?
2. What is the Company existing strategy to reach its Vision?
3. How is the Company currently performing?
4. What differentiates the Company from its competitors?
5. What is the organizational structure of the Company
6. What are the Strategic objectives of the department/division/unit/region with
which we are working?
III. Products
1. Can you describe the key products that you sell?
2. What are your most profitable products?
3. What are your least profitable products?
4. What are the life cycle stage of your products?
5. What are your products’ key benefits?
6. Are there any potential substitute products?
V. Competition
1. Who are the Company’s competitors?
2. How does the Company perform compared to its competitors?
3. How are competitors addressing customer needs?
4. What strategies are competitors using?
5. How is the Company responding to its competitors?
IV. Customers
1. Who are the Company’s customers?
2. Who are the Company’s most profitable customers? And the least
profitable customers?
3. How are their needs evolving?
4. Is the Company positioned to address these needs?
5. Are there other potential customers that could be targeted?

In the next slides, you’ll see a small preview of the Phase V
18
Plan for your
consulting practice
proposal
IV. Gather data and
solution
3. Target market
4. Market analysis
6. Marketing plan
8. Financial plan
agreements
analysis
your situation
3. Why us
budget
agreement
2. Non disclosure
agreement
2. Interview
3. Focus group
4. Survey
5. Issue tree
6. Five whys
7. Fishbone diagram
worksheet
1. Income statement
analysis
analysis
analysis
4. Ratio analysis
VI. Create your
deliverables
financial model
2. Recommendations
structure
charts
1. Business model
2. Strategy map and
balanced scorecard
4. Entering a new
market
product
matrix
8. RACI matrix
21. Change
commitment curve
statement
27. Change impact
assessment
28. Process mapping
29. Risk assessment
matrix

Financial Analysis - Income Statement
Purpose
19
The Income Statement,
also called Profit & Loss
(P&L), is a financial
statement that
summarizes the
revenue and costs
incurred during a
specific period of time
(usually a fiscal quarter
or year)
This financial statement
provides information
that shows the ability of
a company to generate
profit by increasing
revenue and reducing
costs

Description
20
The Income Statement has three primary components:
Revenue
The money earned by the company
which includes:
• The sale of goods and services
• The interest earned
• Some investment activities
Expenses
The Money spent to generate revenue
which includes:
• Cost of Goods Sold (COGS): The direct
costs attributable to the production of the
goods sold by a company
• Selling Expenses: Cash payments (or
equivalent) for marketing services
• Administrative Expenses: Costs to the
firm to cover items such as salaries
• Interest Expenses: Payments made to
cover costs of financing
• Tax Expense: Payments made to the
government to cover income taxes
• Depreciation Expense: Amount of asset
usage that is applied to this year
Net Income
Net Income is referred to as “Profit” or
“Earnings,” when not negative and
“Loss” when negative.
It is the company revenues minus its
expenses
- =

Template
21
To access the Income Statement Template, open the Excel document “Income Statement
Template”, after purchasing the Toolkit

In the next slides, you’ll see a small preview of the Phase VI
22
Plan for your
consulting practice
proposal
IV. Gather data and
solution
3. Target market
4. Market analysis
6. Marketing plan
8. Financial plan
agreements
analysis
your situation
3. Why us
budget
agreement
2. Non disclosure
agreement
2. Interview
3. Focus group
4. Survey
5. Issue tree
6. Five whys
7. Fishbone diagram
worksheet
1. Income statement
analysis
analysis
analysis
4. Ratio analysis
VI. Create your
deliverables
financial model
2. Recommendations
structure
charts
1. Business model
2. Strategy map and
balanced scorecard
4. Entering a new
market
product
matrix
8. RACI matrix
21. Change
commitment curve
statement
27. Change impact
assessment
28. Process mapping
29. Risk assessment
matrix

See below 4 screenshots from the Phase VI
23
Lean Business Case
Changer Impact Assessment
Financial Model - Input Sheet
Project Financials

In the next slides, you’ll see a small preview of the Phase VII
Let’s zoom on the framework “4. Entering a new market”
24
Plan for your
consulting practice
proposal
IV. Gather data and
solution
3. Target market
4. Market analysis
6. Marketing plan
8. Financial plan
agreements
analysis
your situation
3. Why us
budget
agreement
2. Non disclosure
agreement
2. Interview
3. Focus group
4. Survey
5. Issue tree
6. Five whys
7. Fishbone diagram
worksheet
1. Income statement
analysis
analysis
analysis
4. Ratio analysis
VI. Create your
deliverables
financial model
2. Recommendations
structure
charts
1. Business model
2. Strategy map and
balanced scorecard
4. Entering a new
market
product
matrix
8. RACI matrix
21. Change
commitment curve
statement
27. Change impact
assessment
28. Process mapping
29. Risk assessment
matrix

Entering a New Market
Step-by-step Framework

Table of Contents
Step 1: Define the situation, complication and main question to answer
Step 2: Identify the best Framework to use to solve the problem
Step 3: Understand how to use the “Entering a new market” Framework
Step 4: Apply the “Entering a new market” Framework
Step 5: Provide conclusion and recommendations

Situation, complication and main question to answer
The situation
The complication
The question
Description Example from a Fortune 100 company
You need to provide a neutral description with
facts that you know your audience will agree
on.
Our company has been selling its products in
the US for the past 10 years, with an annual
profit growth above 10%.
The complication is a desired change of the
current situation.
With a market share already above 40%, profit
growth will be limited in the US.
The question that implicitly results from the
complication.
Should we enter the European market?

Most business problems fall into 4 categories
e.g. “Why does my
company’s profit have
decreased by 10%?”
e.g. “Should we
enter the Chinese
market?”
e.g. “Should we
introduce this new
product X?”
e.g. “Should we
acquire the company
Y?”
“Profitability”
problem
“Entering a new
market” problem
“Introducing a new
product” problem
“M&A” problem

To solve our problem, we need to use the “Entering a new market”
Framework
“Profitability”
problem
“Entering a new
market” problem
“Introducing a new
product” problem
“M&A” problem
e.g. “Why does my
company’s profit have
decreased by 10%?”
e.g. “Should we
enter the Chinese
market?”
e.g. “Should we
introduce this new
product X?”
e.g. “Should we
acquire the company
Y?”

The “Entering a new market” Framework includes 3 components
Desirability
Profitability Feasibility

Each component has an underlying question that we will have to answer to
identify if it is a good strategic initiative to enter this new market
What is the potential demand for our Product in
this new Market?
What is the feasibility to enter this new
Market?
Desirability
What will be the profitability of
this strategic initiative?

If the answer is “high” or “very high” to the 3 questions, then it means that
entering the European market is a good strategic initiative
Sweet spot
Desirability
this new Market?
Market?

Desirability
What is the potential demand for our Product in this new Market?
Product
Customers
Competition
Market size
Describe the key product(s) we would like to sell? Is it a commodity or a differentiated product? What are its Key benefits? Any potential substitute
product?
Are we answering a customer need or are we creating a new customer need? Who are our potential customers? How many are they? Is the
customer demand expected to increase or decrease in the future? How much the customer will be willing to pay for our product? How many
products will the customer be buying per year?
Who will be our main competitors? What is the revenue, profit, unique selling proposition and strategy of each one of them? How intense is the
competition in this market? Do they have key capabilities that we don’t have or vice versa? What’s their pricing position?
The total market size is: The number of customers multiplied by the number of products purchased every year per customer multiplied by the
Product price. Checking the annual report of our competitors may help us calculate this number.
How much of this market do we think we can get? Why do we think so? Do we have a strong enough unique selling proposition (USP)?
Very Low Low Medium High Very High
Caption:
Very High

Desirability
What is the potential demand for our Product in this new Market?
Product
Customers
Competition
Market size
Describe the key product(s) we would like to sell? Is it a commodity or a differentiated product? What are its Key benefits? Any potential substitute
product?
Are we answering a customer need or are we creating a new customer need? Who are our potential customers? How many are they? Is the
customer demand expected to increase or decrease in the future? How much the customer will be willing to pay for our product? How many
products will the customer be buying per year?
Who will be our main competitors? What is the revenue, profit, unique selling proposition and strategy of each one of them? How intense is the
competition in this market? Do they have key capabilities that we don’t have or vice versa? What’s their pricing position?
The total market size is: The number of customers multiplied by the number of products purchased every year per customer multiplied by the
Product price. Checking the annual report of our competitors may help us calculate this number.
How much of this market do we think we can get? Why do we think so? Do we have a strong enough unique selling proposition (USP)?
Caption:
Very High
Replace this rating by your own
rating based on the 4 sections
below
Replace the questions in the 4
white rectangles by your own
answers

Feasibility
What is the feasibility to enter this new Market?
Capital
requirement
Legal requirement
Political risk
Capability
What is the capital required to enter this new market? Do we have enough capital to invest in this new market without hurting the stability of the
company?
Can we legally enter this market?
Is the political situation in this new market stable enough?
Do we have the right capability to enter this market? If no, can we easily acquire this capability?
Caption:
High

Profitability
What will be the profitability of this strategic initiative?
Cost
Revenue
Profit
Return on
Investment (ROI)
What will be our main cost drivers (manufacturing cost, marketing cost, distribution cost, etc.)? Let’s estimate each cost driver.
What will be our expected annual revenue (product price multiplied by number of products sold)?
What will be the profit generated by each unit sold?
What will be our expected annual profit (revenue minus cost)?
What will be our expected profit margin (profit divided by cost multiplied by 100)?
Based on the estimated annual profit calculated above, and the capital required to enter this new market, what will be our ROI? When will we
reach a breakeven point? What will be the net present value (NPV) of this strategic initiative?
Caption:
Very High

Conclusion and Recommendation
We highly recommend to enter this new market
Caption:
Desirability
Very High
High
Very High
this new Market?
Market?

Structure of the Toolkit
The Management Consulting Toolkit includes 650 Powerpoint slides and 50 Excel sheets categorized in 8
folders that you can download on your device immediately after your purchase.
43
1
Overview and
approach
650 editable Powerpoint slides* 50 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.
2
Create a business
plan for your
consulting practice
3
Create a consulting
proposal
4
Prepare your legal
agreements
5
Gather data
and identify the
issue
7
Create your
deliverables
6
Conduct a financial
analysis
8
Solve business
problems

Interested in more than 1 Toolkit? You can access to all our Toolkits for half the
price with the Gold Business & Consulting Package
www.slidebooks.com
Gold Business & Consulting Package
Learn More
44

Key Benefits of our Business & Consulting Toolkits
45
Improve the growth & efficiency of
your organization by leveraging
Business & Consulting Toolkits
created by ex-McKinsey, Deloitte &
BCG Consultants.
It cost us $1.7M to create all our
Business & Consulting Toolkits. Get
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It’s like hiring Management
Consultants to create all the
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Templates required to get a
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Get the job done quicker and never
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ready-made & fully editable
Frameworks, Tools & Templates in
Powerpoint & Excel.
We have worked 20,000+ hours
over the past 5 years to create the
world’s best Business & Consulting
Toolkits. Don’t reinvent the wheel.
Download now.
Improve your skills & capabilities
and meet your professional goals by
learning how the Fortune 100 and
Global Consulting Firms do it.
Get free support and advice from
our ex-McKinsey, Deloitte & BCG
Management Consultants.
Hiring top-tier Consultants for a
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Toolkits.
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