Management

Consulting Toolkit
Overview and Approach

Frameworks Best Practices Templates

Approach
The Management Consulting Toolkit includes a 6-phase approach that we have built and refined
over the past 20 years through constant trial and error

I. Create a Business
II. Create a III. Prepare your IV. Identify your client’s V. Find a solution using world- VI. Present your
Plan for your
consulting proposal legal agreements problem class frameworks & Tools recommendations
consulting practice

2
Approach
Each phase includes multiple steps. The Toolkit will dip dive in which one of them .

I. Create a Business
II. Create a III. Prepare your IV. Identify your client’s V. Find a solution using world- VI. Present your
Plan for your
consulting proposal legal agreements problem class frameworks & Tools recommendations
consulting practice

1. Problem to solve & 1. Our understanding of 1. Business consultant 1. Methods to gather data 1. Profitability problem framework 1. Recommendations structure
solution your situation agreement 2. Internal analysis 2. Entering a new market with the Pyramid Principle
2. Mission, vision & 2. Proposed approach 2. Non-disclosure 3. Introducing a new product 2. Top 300 ready-made
• Financial analysis
strategic objectives agreement 4. Acquiring a company consulting diagrams and
3. Why us • Sales breakdown analysis 5. Business model
3. Market analysis 3. Non-compete charts
4. Proposed team and • Cost breakdown analysis 6. Mission & vision statement
agreement • Business Roadmaps
4. Competitor analysis budget • Pricing analysis 7. Strategy map & balanced scorecard
8. Objectives and Key Results (OKR) • Conceptual Charts
5. Marketing plan • HR analysis
9. Initiatives prioritization • Dashboards
6. Business structure • Marketing analysis
10.Business case & financial model • Editable Maps
• Customers analysis
7. Financial plan 11.Mckinsey Seven-S • Funnel Diagrams
• Suppliers analysis 12.Entry/exit barriers • Logical & Decision Trees
3. External analysis 13.RACI matrix
• Matrix
• Market analysis 14.Porter’s generic corporate strategies
15.Blue ocean strategy • Organizational Charts
• Competitor analysis • Process Maps
16.Ansoff growth matrix
4. Problem identification tools 17.Product life cycle • Project Plans, Timelines &
• Issue tree 18.Maturity Model Gantt Charts
• Five whys 19.Process Mapping • Speedometer Charts
• Fishbone diagram 20.SWOT • Tables
21.Value chain analysis • Virtuous Cycle Charts
• Problem definition
22.Value driver tree
worksheet • Waterfall Charts
23.Experience curve
24.Pareto principle • Etc.

3
In the next slides, you’ll see a small preview of Phase I

I. Create a Business
II. Create a III. Prepare your IV. Identify your client’s V. Find a solution using world- VI. Present your
Plan for your
consulting proposal legal agreements problem class frameworks & Tools recommendations
consulting practice

1. Problem to solve & 1. Our understanding of 1. Business consultant 1. Methods to gather data 1. Profitability problem framework 1. Recommendations structure
solution your situation agreement 2. Internal analysis 2. Entering a new market with the Pyramid Principle
2. Mission, vision & 2. Proposed approach 2. Non-disclosure 3. Introducing a new product 2. Top 300 ready-made
• Financial analysis
strategic objectives agreement 4. Acquiring a company consulting diagrams and
3. Why us • Sales breakdown analysis 5. Business model
3. Market analysis 3. Non-compete charts
4. Proposed team and • Cost breakdown analysis 6. Mission & vision statement
agreement • Business Roadmaps
4. Competitor analysis budget • Pricing analysis 7. Strategy map & balanced scorecard
8. Objectives and Key Results (OKR) • Conceptual Charts
5. Marketing plan • HR analysis
9. Initiatives prioritization • Dashboards
6. Business structure • Marketing analysis
10.Business case & financial model • Editable Maps
• Customers analysis
7. Financial plan 11.Mckinsey Seven-S • Funnel Diagrams
• Suppliers analysis 12.Entry/exit barriers • Logical & Decision Trees
3. External analysis 13.RACI matrix
• Matrix
• Market analysis 14.Porter’s generic corporate strategies
15.Blue ocean strategy • Organizational Charts
• Competitor analysis • Process Maps
16.Ansoff growth matrix
4. Problem identification tools 17.Product life cycle • Project Plans, Timelines &
• Issue tree 18.Maturity Model Gantt Charts
• Five whys 19.Process Mapping • Speedometer Charts
• Fishbone diagram 20.SWOT • Tables
21.Value chain analysis • Virtuous Cycle Charts
• Problem definition
22.Value driver tree
worksheet • Waterfall Charts
23.Experience curve
24.Pareto principle • Etc.

4
Mission statement, vision statement and values

Mission Statement Vision Statement

Insert your own text Insert your own text

Insert value Insert value Insert value Insert value Insert value

5
 Tutorial

Mission statement, vision statement and values

Mission Statement Vision Statement

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

Company values (also called corporate values or core values) are the set of guiding principles and fundamental beliefs that help a
Insert value Insert
group value
of people function together as aInsert value
team and work toward a commonInsert
businessvalue
goal. These values are Insert value
often related to
business relationships, customer relationships, and company growth. Company values don’t have to be unique; they should be
what your company wants to see in itself and its employees. Some examples are “Integrity”, “Trust”, “Accountability”, “Respect” or
“Value-centricity
6
 o ts
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See below 4 screenshots from Phase I

Strategy Map Competitor Comparison

Key Employees Profit and Loss Forecast

7
In the next slides, you’ll see a small preview of Phase II

I. Create a Business
II. Create a III. Prepare your IV. Identify your client’s V. Find a solution using world- VI. Present your
Plan for your
consulting proposal legal agreements problem class frameworks & Tools recommendations
consulting practice

1. Problem to solve & 1. Our understanding of 1. Business consultant 1. Methods to gather data 1. Profitability problem framework 1. Recommendations structure
solution your situation agreement 2. Internal analysis 2. Entering a new market with the Pyramid Principle
2. Mission, vision & 2. Proposed approach 2. Non-disclosure 3. Introducing a new product 2. Top 300 ready-made
• Financial analysis
strategic objectives agreement 4. Acquiring a company consulting diagrams and
3. Why us • Sales breakdown analysis 5. Business model
3. Market analysis 3. Non-compete charts
4. Proposed team and • Cost breakdown analysis 6. Mission & vision statement
agreement • Business Roadmaps
4. Competitor analysis budget • Pricing analysis 7. Strategy map & balanced scorecard
8. Objectives and Key Results (OKR) • Conceptual Charts
5. Marketing plan • HR analysis
9. Initiatives prioritization • Dashboards
6. Business structure • Marketing analysis
10.Business case & financial model • Editable Maps
• Customers analysis
7. Financial plan 11.Mckinsey Seven-S • Funnel Diagrams
• Suppliers analysis 12.Entry/exit barriers • Logical & Decision Trees
3. External analysis 13.RACI matrix
• Matrix
• Market analysis 14.Porter’s generic corporate strategies
15.Blue ocean strategy • Organizational Charts
• Competitor analysis • Process Maps
16.Ansoff growth matrix
4. Problem identification tools 17.Product life cycle • Project Plans, Timelines &
• Issue tree 18.Maturity Model Gantt Charts
• Five whys 19.Process Mapping • Speedometer Charts
• Fishbone diagram 20.SWOT • Tables
21.Value chain analysis • Virtuous Cycle Charts
• Problem definition
22.Value driver tree
worksheet • Waterfall Charts
23.Experience curve
24.Pareto principle • Etc.

8
We estimate our fees for this 12-week project to be $xxx,xxx

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

*The fees do not include expenses. We will make every effort to minimize expenses and believe they will not exceed xx% of our fees
9
 Real-life example

We estimate our fees for this 12-week project to be $605,000

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*

*The fees do not include expenses. We will make every effort to minimize expenses and believe they will not exceed xx% of our fees
10
 o ts
n sh
ee
S cr

See below 4 screenshots from Phase II

Proposed Approach Detailed of each Phase

Situation, Challenge and Question CV Template in Powerpoint

11
In the next slides, you’ll see a small preview of Phase III

I. Create a Business
II. Create a III. Prepare your IV. Identify your client’s V. Find a solution using world- VI. Present your
Plan for your
consulting proposal legal agreements problem class frameworks & Tools recommendations
consulting practice

1. Problem to solve & 1. Our understanding of 1. Business consultant 1. Methods to gather data 1. Profitability problem framework 1. Recommendations structure
solution your situation agreement 2. Internal analysis 2. Entering a new market with the Pyramid Principle
2. Mission, vision & 2. Proposed approach 2. Non-disclosure 3. Introducing a new product 2. Top 300 ready-made
• Financial analysis
strategic objectives agreement 4. Acquiring a company consulting diagrams and
3. Why us • Sales breakdown analysis 5. Business model
3. Market analysis 3. Non-compete charts
4. Proposed team and • Cost breakdown analysis 6. Mission & vision statement
agreement • Business Roadmaps
4. Competitor analysis budget • Pricing analysis 7. Strategy map & balanced scorecard
8. Objectives and Key Results (OKR) • Conceptual Charts
5. Marketing plan • HR analysis
9. Initiatives prioritization • Dashboards
6. Business structure • Marketing analysis
10.Business case & financial model • Editable Maps
• Customers analysis
7. Financial plan 11.Mckinsey Seven-S • Funnel Diagrams
• Suppliers analysis 12.Entry/exit barriers • Logical & Decision Trees
3. External analysis 13.RACI matrix
• Matrix
• Market analysis 14.Porter’s generic corporate strategies
15.Blue ocean strategy • Organizational Charts
• Competitor analysis • Process Maps
16.Ansoff growth matrix
4. Problem identification tools 17.Product life cycle • Project Plans, Timelines &
• Issue tree 18.Maturity Model Gantt Charts
• Five whys 19.Process Mapping • Speedometer Charts
• Fishbone diagram 20.SWOT • Tables
21.Value chain analysis • Virtuous Cycle Charts
• Problem definition
22.Value driver tree
worksheet • Waterfall Charts
23.Experience curve
24.Pareto principle • Etc.

12
 o ts
n sh
ee
S cr

See below screenshots from Phase III

Business Consultant Agreement Non-Disclosure Agreement Non-Compete Agreement

13
In the next slides, you’ll see a small preview of Phase IV

I. Create a Business
II. Create a III. Prepare your IV. Identify your client’s V. Find a solution using world- VI. Present your
Plan for your
consulting proposal legal agreements problem class frameworks & Tools recommendations
consulting practice

1. Problem to solve & 1. Our understanding of 1. Business consultant 1. Methods to gather data 1. Profitability problem framework 1. Recommendations structure
solution your situation agreement 2. Internal analysis 2. Entering a new market with the Pyramid Principle
2. Mission, vision & 2. Proposed approach 2. Non-disclosure 3. Introducing a new product 2. Top 300 ready-made
• Financial analysis
strategic objectives agreement 4. Acquiring a company consulting diagrams and
3. Why us • Sales breakdown analysis 5. Business model
3. Market analysis 3. Non-compete charts
4. Proposed team and • Cost breakdown analysis 6. Mission & vision statement
agreement • Business Roadmaps
4. Competitor analysis budget • Pricing analysis 7. Strategy map & balanced scorecard
8. Objectives and Key Results (OKR) • Conceptual Charts
5. Marketing plan • HR analysis
9. Initiatives prioritization • Dashboards
6. Business structure • Marketing analysis
10.Business case & financial model • Editable Maps
• Customers analysis
7. Financial plan 11.Mckinsey Seven-S • Funnel Diagrams
• Suppliers analysis 12.Entry/exit barriers • Logical & Decision Trees
3. External analysis 13.RACI matrix
• Matrix
• Market analysis 14.Porter’s generic corporate strategies
15.Blue ocean strategy • Organizational Charts
• Competitor analysis • Process Maps
16.Ansoff growth matrix
4. Problem identification tools 17.Product life cycle • Project Plans, Timelines &
• Issue tree 18.Maturity Model Gantt Charts
• Five whys 19.Process Mapping • Speedometer Charts
• Fishbone diagram 20.SWOT • Tables
21.Value chain analysis • Virtuous Cycle Charts
• Problem definition
22.Value driver tree
worksheet • Waterfall Charts
23.Experience curve
24.Pareto principle • Etc.

14
Project Questionnaire
Example questions

I. Industry IV. Customers

1. How is the industry structured? 1. Who are the company’s customers?
2. What are the major trends in the industry? 2. Who are the company’s most profitable customers? And the least
3. How is the client addressing the industry trends? profitable customers?
3. How are their needs evolving?
II. Company 4. Is the company positioned to address these needs?
1. What is the company’s mission and vision ? 5. Are there other potential customers that could be targeted?
2. What is the company’s existing strategy to achieve its vision?
3. How is the company currently performing? V. Competition
4. What differentiates the company from its competitors? 1. Who are the company’s competitors?
5. What is the organizational structure of the company? 2. How is the company performing compared to its competitors?
6. What are the strategic objectives of the department/division/unit/region with 3. How are competitors addressing customer needs?
which we are working? 4. What strategies are competitors using?
5. How is the company responding to its competitors?
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 stages of your products?
5. What are your products’ key benefits?
6. Are there any potential substitute products?

15
Financial Analysis
We are going to analyze the 3 key financial statements

Income Statement Balance Cash Flow

(also called Profit & Loss Sheet Statement Statement
statement)

16
Income Statement
Purpose

The Income Statement, This financial statement

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

17
Income Statement
The Income Statement has three primary components:

Revenue - Expenses = Net Income

The money earned by the company The Money spent to generate revenue Net Income is referred to as “Profit” or
which includes: which includes: “Earnings,” when not negative and
“Loss” when negative.
• The sale of goods and services • Cost of Goods Sold (COGS): The direct
costs attributable to the production of the It is the company revenues minus its
• The interest earned
goods sold by a company expenses
• Some investment activities
• 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

18
Income Statement
For more details about the income statement, open the Excel document “Income
Statement”

19
Total sales
Replace this text with the key takeaway of this slide

The best practice is to create most of your

tables and charts in Excel. Once done, you
can copy and paste them in Powerpoint by:
1. Copying table or chart in Excel
2. Pasting table or chart in Powerpoint as
an image

Open related Excel document for more details

20
 Additional template
Total sales
Replace this text with the key takeaway of this slide

Estimated revenue Actual revenue

342M 347M

21
 Additional template
Total sales
Replace this text with the key takeaway of this slide

Revenue growth

-13%
Year over year

22
Sales per product
Replace this text with the key takeaway of this slide

Fiscal years ending December 31,

($ in millions) 2018 2019 2020 2021 2022 2023E
Product A 100 120 130 130 140 145
Product B 30 40 40 20 40 30
Product C 20 20 20 20 20 20
Product D 44 44 44 44 44 44
Product E 24 24 24 24 24 24
Product F 12 12 14 15 15 15
Product G 22 22 34 45 64 34
Total 252 282 306 298 347 312

Open related Excel document for more details

23
 Best practice
Sales per product
Replace this text with the key takeaway of this slide

Fiscal years ending December 31,

($ in millions) 2018 2019 2020 2021 2022 2023E
Product A 100 120 130 130 140 145
Product B 30 40 40 20 40 30
Product C 20 20 20 20 20 20
Product D 44 44 44 44 44 44
Product E 24 24 24 24 24 24
Product F 12
They are many ways to breakdown your
12 14 15 15 15
Product G revenue. 22 22 34 45 64 34
Use common sense to decide how to
Total breakdown your revenue. 252 282 306 298 347 312
Four common ways to breakdown revenue
are per product, per region, per channel and
per Business Unit.

Open related Excel document for more details

24
Cost per P&L item
Replace this text with the key takeaway of this slide

Open related Excel document for more details

25
 Additional template
Marketing spend per platform
Replace this text with the key takeaway of this slide

Open related Excel document for more details

26
 Additional template
Return on ad spend per platform (revenue divided by cost)
Replace this text with the key takeaway of this slide
Performing well Underperforming

Facebook Ads Google Ads Linkedin Ads

1.2 2 2.2
Pinterest Ads TV Radio

1.2 2.1 1.1

27
Competitor Comparison (2/2)
Replace this text with the key takeaway of this Powerpoint slide.

Insert title
Insert company name

20

Gaining market share

15
Company Growth (%)

Insert company name

Average market
10 Insert company name growth

5 Losing market share

Insert company name

-5
0 10 20 30 40 50 60
Market Share (%)

28
In the next slides, you’ll see a small preview of Phase V

I. Create a Business
II. Create a III. Prepare your IV. Identify your client’s V. Find a solution using world- VI. Present your
Plan for your
consulting proposal legal agreements problem class frameworks & Tools recommendations
consulting practice

1. Problem to solve & 1. Our understanding of 1. Business consultant 1. Methods to gather data 1. Profitability problem framework 1. Recommendations structure
solution your situation agreement 2. Internal analysis 2. Entering a new market with the Pyramid Principle
2. Mission, vision & 2. Proposed approach 2. Non-disclosure 3. Introducing a new product 2. Top 300 ready-made
• Financial analysis
strategic objectives agreement 4. Acquiring a company consulting diagrams and
3. Why us • Sales breakdown analysis 5. Business model
3. Market analysis 3. Non-compete charts
4. Proposed team and • Cost breakdown analysis 6. Mission & vision statement
agreement • Business Roadmaps
4. Competitor analysis budget • Pricing analysis 7. Strategy map & balanced scorecard
8. Objectives and Key Results (OKR) • Conceptual Charts
5. Marketing plan • HR analysis
9. Initiatives prioritization • Dashboards
6. Business structure • Marketing analysis
10.Business case & financial model • Editable Maps
• Customers analysis
7. Financial plan 11.Mckinsey Seven-S • Funnel Diagrams
• Suppliers analysis 12.Entry/exit barriers • Logical & Decision Trees
3. External analysis 13.RACI matrix
• Matrix
• Market analysis 14.Porter’s generic corporate strategies
15.Blue ocean strategy • Organizational Charts
• Competitor analysis • Process Maps
16.Ansoff growth matrix
4. Problem identification tools 17.Product life cycle • Project Plans, Timelines &
• Issue tree 18.Maturity Model Gantt Charts
• Five whys 19.Process Mapping • Speedometer Charts
• Fishbone diagram 20.SWOT • Tables
21.Value chain analysis • Virtuous Cycle Charts
• Problem definition
22.Value driver tree
worksheet • Waterfall Charts
23.Experience curve
24.Pareto principle • Etc.

29
To solve our problem, we need to use the “Entering a new market”
Framework

“Profitability” “Entering a new “Introducing a new

“M&A” problem
problem market” problem product” problem

e.g. “Why does my e.g. “Should we enter e.g. “Should we e.g. “Should we
company’s profit have the Chinese introduce this new acquire the company
decreased by 10%?” market?” product X?” 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

Desirability this new Market?

What will be the profitability of Profitability Feasibility What is the feasibility to enter this new
this strategic initiative? Market?
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

What is the potential demand for our Product in

Desirability this new Market?

What will be the profitability of Profitability Feasibility What is the feasibility to enter this new
this strategic initiative? Market?

Sweet spot
Desirability
What is the potential demand for our Product in this new Market? Very High

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 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
Customers 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 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
Market size 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 Low Low Medium High Very High

Desirability
What is the potential demand for our Product in this new Market? Very High

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 product? Replace this rating by your own
rating based on the 4 sections
below

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
Customers 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?

Replace the questions in the 4

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 white rectangles by your own
competition in this market? Do they have key capabilities that we don’t have or vice versa? What’s their pricing position?
answers

The total market size is: The number of customers multiplied by the number of products purchased every year per customer multiplied by the
Market size 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 Low Low Medium High Very High

Feasibility
What is the feasibility to enter this new Market? High

Capital 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?
requirement

Legal requirement Can we legally enter this market?

Political risk Is the political situation in this new market stable enough?

Capability Do we have the right capability to enter this market? If no, can we easily acquire this capability?

Caption: Very Low Low Medium High Very High

Profitability
What will be the profitability of this strategic initiative? Very High

Cost What will be our main cost drivers (manufacturing cost, marketing cost, distribution cost, etc.)? Let’s estimate each cost driver.

Revenue 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?

Profit What will be our expected annual profit (revenue minus cost)?
What will be our expected profit margin (profit divided by cost multiplied by 100)?

Return on 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?
Investment (ROI)

Caption: Very Low Low Medium High Very High

Conclusion and Recommendation
We highly recommend to enter this new market

What is the potential demand for our Product in

Desirability this new Market? Very High

What will be the profitability of Profitability Feasibility What is the feasibility to enter this new
this strategic initiative? Very High Market? High

Caption: Very Low Low Medium High Very High

In the next slides, you’ll see a small preview of Phase VI

I. Create a Business
II. Create a III. Prepare your IV. Identify your client’s V. Find a solution using world- VI. Present your
Plan for your
consulting proposal legal agreements problem class frameworks & Tools recommendations
consulting practice

1. Problem to solve & 1. Our understanding of 1. Business consultant 1. Methods to gather data 1. Profitability problem framework 1. Recommendations structure
solution your situation agreement 2. Internal analysis 2. Entering a new market with the Pyramid Principle
2. Mission, vision & 2. Proposed approach 2. Non-disclosure 3. Introducing a new product 2. Top 300 ready-made
• Financial analysis
strategic objectives agreement 4. Acquiring a company consulting diagrams and
3. Why us • Sales breakdown analysis 5. Business model
3. Market analysis 3. Non-compete charts
4. Proposed team and • Cost breakdown analysis 6. Mission & vision statement
agreement • Business Roadmaps
4. Competitor analysis budget • Pricing analysis 7. Strategy map & balanced scorecard
8. Objectives and Key Results (OKR) • Conceptual Charts
5. Marketing plan • HR analysis
9. Initiatives prioritization • Dashboards
6. Business structure • Marketing analysis
10.Business case & financial model • Editable Maps
• Customers analysis
7. Financial plan 11.Mckinsey Seven-S • Funnel Diagrams
• Suppliers analysis 12.Entry/exit barriers • Logical & Decision Trees
3. External analysis 13.RACI matrix
• Matrix
• Market analysis 14.Porter’s generic corporate strategies
15.Blue ocean strategy • Organizational Charts
• Competitor analysis • Process Maps
16.Ansoff growth matrix
4. Problem identification tools 17.Product life cycle • Project Plans, Timelines &
• Issue tree 18.Maturity Model Gantt Charts
• Five whys 19.Process Mapping • Speedometer Charts
• Fishbone diagram 20.SWOT • Tables
21.Value chain analysis • Virtuous Cycle Charts
• Problem definition
22.Value driver tree
worksheet • Waterfall Charts
23.Experience curve
24.Pareto principle • Etc.

39
Create a pyramid with your answer and supporting arguments - Template

Insert your introduction’s question

To communicate in a structured way with a busy

executive, you should start with the answer to Insert your answer Group, summarize and order logically your
the executive’s question first, and then list your supporting arguments
supporting arguments

Why or How?

Insert your supporting Insert your supporting Insert your supporting

argument #1 argument #2 argument #3

Why or How? Why or How? Why or How?

Insert your Insert your Insert your Insert your Insert your Insert your Insert your Insert your Insert your
supporting supporting supporting supporting supporting supporting supporting supporting supporting
argument argument argument argument argument argument argument argument argument
#1.1 #1.2 #1.3 #2.1 #2.2 #2.3 #3.1 #3.2 #3,3

40
Create a pyramid with your answer and supporting arguments - Example

How can the company reduce its cost by 10%?

The company can reduce its
cost by $5 millions through
some operational
improvements

Outsource non-core Simplify core functions Review supplier cost to save

functions to save $3 Millions processes to save $1 Million $1 Million

Renegotiate
Evaluate cost Compare supplier
Adopt best Evaluate cost
Select and service Choose one Design current Select and contracts
practices of potential
non-core level of partner for current process to review current and/or
based on alternative
functions potential each function processes best-in-class supplier costs choose
benchmarks suppliers
partners benchmarks alternative
suppliers

41
Business Roadmaps

FY20 Q1 FY20 Q2 FY20 Q3 FY20 Q4 FY21 Q1 FY21 Q2 FY21 Q3 FY21 Q4

(Jul-Sept) (Oct-Dec) (Jan-Mar) (Apri-Jun) (Jul-Sept) (Oct-Dec) (Jan-Mar) (Apri-Jun)

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