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Management
Consulting Toolkit
Overview and Approach
Best Practices
Frameworks Templates
This Slideshare Powerpoint presentation is only a small preview of our
Toolkit. You can download the entire Toolkit at www.slidebooks.com
2
www.slidebooks.com
Content
Our management consulting firm decided to create an affordable Management Consulting Toolkit that
includes 7 components:
3
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?
4
• 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:
5
• 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
6
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
7
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. Recommendations
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
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
8
Insert your own text
Mission Statement
Mission & Vision Statement
Template
Insert your own text
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
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
Key Initiatives Key Initiatives Key Initiatives Key Initiatives
9
See below 4 screenshots from the Phase I
10
Strategy Map
Key Employees
Competitor Comparison
Profit and Loss Forecast
In the next slides, you’ll see a small preview of the Phase II
11
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. Recommendations
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
We estimate our fees for this 12-week project to be $xxx,xxx
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 $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
13
*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
14
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
15
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. Recommendations
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
See below screenshots from the Phase III
16
Business Consultant Agreement Non-Disclosure Agreement Business Consultant Agreement
In the next slides, you’ll see a small preview of the Phase IV
17
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. Recommendations
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
Project Questionnaire
Example of questions
18
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
19
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. Recommendations
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
Financial Analysis - Income Statement
Purpose
20
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
Financial Analysis - Income Statement
Description
21
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
- =
Financial Analysis - Income Statement
Template
22
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
23
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. Recommendations
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
See below 4 screenshots from the Phase VI
24
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”
25
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. Recommendations
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
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
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?
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
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?”
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
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
Profitability Feasibility
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
Profitability Feasibility
What is the potential demand for our Product in
this new Market?
What is the feasibility to enter this new
Market?
What will be the profitability of
this strategic initiative?
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
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)?
Very Low Low Medium High Very High
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?
Very Low Low Medium High Very High
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?
Very Low Low Medium High Very High
Caption:
Very High
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
Conclusion and Recommendation
We highly recommend to enter this new market
Very Low Low Medium High Very High
Caption:
Desirability
Profitability Feasibility
Very High
High
Very High
What is the potential demand for our Product in
this new Market?
What is the feasibility to enter this new
Market?
What will be the profitability of
this strategic initiative?
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.
44
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
45
Key Benefits of our Business & Consulting Toolkits
46
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
them for a fraction of this cost.
It’s like hiring Management
Consultants to create all the
practical Frameworks, Tools &
Templates required to get a
competitive advantage.
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
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
management consulting project
would cost you $300k+. A lot more
expensive than purchasing our
Toolkits.
Impress your stakeholders and
become your organization’s subject
matter expert with world-class
approaches to resolve common
business problems.
What our clients say about our Toolkits
Review imported from Facebooks, Amazon and Klaviyo
47
See more reviews >
48
Trusted by small and large organizations Customer satisfaction
Number of countries leveraging our Business & Consulting Toolkits
160+
Number of professionals
leveraging our Business &
Consulting Toolkits
200,000+
4.8
Daily rate of our ex-McKinsey,
Deloitte and BCG Management
Consultants
$3k - $4k
Join the 200,000+ Executives, Consultants & Entrepreneurs leveraging our Business &
Consulting Toolkits to improve the performance of their organization and boost their own
career.
This was only a small preview.
www.slidebooks.com
49

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Management Consulting Toolkit - Framework, Best Practices and Templates

  • 1. Management Consulting Toolkit Overview and Approach Best Practices Frameworks Templates
  • 2. This Slideshare Powerpoint presentation is only a small preview of our Toolkit. You can download the entire Toolkit at www.slidebooks.com 2 www.slidebooks.com
  • 3. Content Our management consulting firm decided to create an affordable Management Consulting Toolkit that includes 7 components: 3 Tools Templates Step-by-step tutorials Real-life examples Best practices Support from tier-1 management consultants Frameworks Toolkit
  • 4. Who usually buys our Management Consulting Toolkit? 4 • 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
  • 5. Objectives The management Consulting Toolkit includes frameworks, tools, templates, tutorials, real-life examples and best practices to help you: 5 • 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
  • 6. 7-Phase Approach The Management Consulting Toolkit includes a 7-Phase Approach and world-class consulting frameworks & Tools to help you solve business problems 6 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
  • 7. In the next slides, you’ll see a small preview of the Phase I 7 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. Recommendations 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
  • 8. 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 8
  • 9. Insert your own text Mission Statement Mission & Vision Statement Template Insert your own text 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 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 Key Initiatives Key Initiatives Key Initiatives Key Initiatives 9
  • 10. See below 4 screenshots from the Phase I 10 Strategy Map Key Employees Competitor Comparison Profit and Loss Forecast
  • 11. In the next slides, you’ll see a small preview of the Phase II 11 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. Recommendations 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
  • 12. We estimate our fees for this 12-week project to be $xxx,xxx 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 $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
  • 13. We estimate our fees for this 12-week project to be $605,000 13 *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*
  • 14. See below 4 screenshots from the Phase II 14 Proposed Approach Situation, Challenge and Question Detailed of each Phase CV Template in Powerpoint
  • 15. In the next slides, you’ll see a small preview of the Phase III 15 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. Recommendations 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
  • 16. See below screenshots from the Phase III 16 Business Consultant Agreement Non-Disclosure Agreement Business Consultant Agreement
  • 17. In the next slides, you’ll see a small preview of the Phase IV 17 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. Recommendations 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
  • 18. Project Questionnaire Example of questions 18 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?
  • 19. In the next slides, you’ll see a small preview of the Phase V 19 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. Recommendations 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
  • 20. Financial Analysis - Income Statement Purpose 20 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
  • 21. Financial Analysis - Income Statement Description 21 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 - =
  • 22. Financial Analysis - Income Statement Template 22 To access the Income Statement Template, open the Excel document “Income Statement Template”, after purchasing the Toolkit
  • 23. In the next slides, you’ll see a small preview of the Phase VI 23 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. Recommendations 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
  • 24. See below 4 screenshots from the Phase VI 24 Lean Business Case Changer Impact Assessment Financial Model - Input Sheet Project Financials
  • 25. 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” 25 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. Recommendations 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
  • 26. Entering a New Market Step-by-step Framework
  • 27. 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
  • 28. 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
  • 29. 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?
  • 30. 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
  • 31. 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
  • 32. 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?”
  • 33. 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
  • 34. The “Entering a new market” Framework includes 3 components Desirability Profitability Feasibility
  • 35. 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 Profitability Feasibility What will be the profitability of this strategic initiative?
  • 36. 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 Profitability Feasibility What is the potential demand for our Product in this new Market? What is the feasibility to enter this new Market? What will be the profitability of this strategic initiative?
  • 37. 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
  • 38. 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
  • 39. 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 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
  • 40. 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? Very Low Low Medium High Very High Caption: High
  • 41. 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? Very Low Low Medium High Very High Caption: Very High
  • 42. 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
  • 43. Conclusion and Recommendation We highly recommend to enter this new market Very Low Low Medium High Very High Caption: Desirability Profitability Feasibility Very High High Very High What is the potential demand for our Product in this new Market? What is the feasibility to enter this new Market? What will be the profitability of this strategic initiative?
  • 44. 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. 44 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
  • 45. 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 45
  • 46. Key Benefits of our Business & Consulting Toolkits 46 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 them for a fraction of this cost. It’s like hiring Management Consultants to create all the practical Frameworks, Tools & Templates required to get a competitive advantage. 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 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 management consulting project would cost you $300k+. A lot more expensive than purchasing our Toolkits. Impress your stakeholders and become your organization’s subject matter expert with world-class approaches to resolve common business problems.
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