Business Consulting Toolkits Welcome Free Sample

Business &
Consulting Toolkits
Welcome Free Sample
Created by Management Consultants,
previously from Deloitte, McKinsey & BCG
Objectives of our Business & Consulting Toolkits
Improve the growth & efficiency of your Organization

by leveraging premium business frameworks,
analysis tools & document templates.
Be more productive & save thousands hours of work.

Aurelien Domont
Slidebooks Consulting CEO
Management Consultant
Ex-Deloitte
Impress your stakeholders and boost your career.

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This document presents a small sample of some of
our Business & Consulting Toolkits
1. Strategy Toolkit
2. Change Management Toolkit
3. Supply Chain Management Toolkit
4. Sales Strategy & Plan Template
5. Post Merger Integration Framework
6. Digital Transformation Strategy
7. Consulting Proposal Template

Table of Content
1. Strategy Toolkit

Strategy Map
Purpose
Strategy Map
A Strategy map includes 4 perspectives
Perspective
Financial Presents the strategic objectives driving financial performance
Presents the strategic objectives related to the value proposition of

Customer
the company
Internal Presents the strategic objectives related to the internal capabilities of

process the company
Learning
Presents the strategic objectives related to the intangible assets
&
required to drive performance
Growth
Strategy Map
There is a cause and effect logic between each perspective
Shareholder
Financial
Value
Customer
Internal
process
Learning
&
Growth
Strategy Map
How to identify your strategic objectives in 6 questions?
Perspective Questions
To satisfy our shareholders, what

Financial financial objectives must we
accomplish?
To achieve our financial objectives,

To achieve our Vision
Customer what customer needs must we To reflect our Mission
statement, which
serve? statement, which
Strategic objectives
Strategic objectives must
must we reach?
we reach?
(more details about the
(more details about the
concept of Vision
concept of Mission
To satisfy our customers and statement later in this
statement later in this
Internal shareholders, in which internal
document)
document)
process business processes must we
excel?
To achieve our “Financial”,

Learning “Customer” and “Internal
& Processes” strategic objectives,
what does the organization need to
Growth learn?
Strategy Map Significantly behind target
Slightly behind target
Example of a Strategy Map Meeting target or above target
Perspective Strategic objectives
Increase
Increase profit Decrease
revenue Cost
Financial
Increase Increase Decrease
revenue per Decrease variable
number of
customer fixed cost cost
customers
Increase Become a
Sell new
Customer customer trusted
products
satisfaction brand
Internal Understand
customer
Shift to
digital
Decrease
delivery
Create new
products
process segments channel time
Learning Improve Improve

Create a
customer- Align the
& employee
satisfaction
customer
information
focused organization
culture
Growth
Strategy Map
Template #1
Perspective Strategic objectives
Insert your
Insert your own text Insert your
own text own text
Financial
Insert your Insert your Insert your Insert your
own text own text own text own text
Insert your Insert your Insert your Insert your

Customer own text own text own text own text
Internal Insert your Insert your Insert your Insert your

own text own text own text own text
process
Learning Insert your Insert your Insert your Insert your

& own text own text own text own text
Growth
To download the remaining 500 Powerpoint slides & 10 Excel sheets
of the Strategy Toolkit, click below in a slideshow mode:
Download Now
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Table of Content
1. Strategy Toolkit

Change management definition
• The goal of change management is to help the individuals impacted by business and
technical changes in their company to adapt and be successful
Business & Require a Project Management approach to change the

Technical organization structure, job roles, processes and systems
Change
Current
Current state
state Transition
Transition Target
Target state
state
People
Require a Change Management approach to help
change
individuals impacted by the business and technical
changes in their company to adapt and be successful
How do you assess the impact of change on your team
members?
Based on where your team members have come from, varying levels of impact may be experienced. This matrix
will help you identify the impact of the restructure on individuals in your team – this awareness will help you
consider appropriate activities to support them on a personal level.
Role
New
Jack
Change of Role
changes
Small
John
Lisa
Nil
Nil or Low Medium High

(e.g. No change) (e.g. Change of Team or Function) (e.g. Change of Business
such as from CGU to PI or
from WIAU to EO)
Change of environment
(Company, Division, BU, and Reporting Line)
Low Medium High

Legend:
Impact Impact Impact
Change Impact Assessment Caption: Low Moderate Medium High Extreme
Initiative name:
Initiative snapshot description:
I. Executive Summary
Complexity
of the Insert in this grey box a summary of what will be impacted by the change
change
Size of the
Insert a summary of which groups of people will be impacted by the change
change
II. What will be impacted by the change? III. Which groups of people will be impacted by the change?
Type of Impact Group Impact
Description Description
change intensity name intensity
People
Business
increase / Insert your own description Insert your own description
unit 1
reduction
Business
System Insert your own description Insert your own description
unit 2
Business
Process Insert your own description Insert your own description
unit 3
Business
Role Insert your own description Insert your own description
unit 4
Business
Structure Insert your own description unit 5
Insert your own description
Business
Culture Insert your own description unit 6
Insert your own description
To download the remaining 190 Powerpoint slides & 15 Excel sheets of
the Change Management Toolkit, click below in a slideshow mode:
Download Now
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Table of Content
1. Strategy Toolkit

5-phase framework to help you define & implement your
Supply Chain Strategy
2.Gather Best
1.Understand 3.Develop 4. Conduct 5.Build a
Practices &
Current State Future State Gap Analysis Roadmap
Benchmarks
Zoom on Phase 1: Understand current state
Objective
Have a clear and unbiased understanding of the Organization Supply Chain performance
Key Activities Team responsible for the

• Identify key data which need to be collected implementation of this phase
• Develop questionnaires • List here the key persons responsible for the
• Select key stakeholders who need to be interviewed implementation of this phase. It usually
includes a team of 3 to 6 external Supply Chain
• Conduct interviews Management consultants and 1 or 2 internal
• Leverage IT Systems to gather data Senior executives (The size of the team
• Gain understanding and document current state depends on the scope of the project and the
size of the organization)
• Validate current state with the business
• Insert team member name
Key stakeholders to meet Duration

• Chief Enterprise Officer • Between 2 weeks and 6 weeks depending on
• Chief Operations Officer the scope of the project and the size of the
Organization
• Chief Supply Chain Officer
• Insert any other stakeholders which can bring added value to this
phase, or engage any decision makes to ensure proper buy-in
Zoom on Phase 2: Gather Best Practices &
Benchmarks
Objective
Gather Best Practices & Benchmarks from your industry and outside your industry
Key Activities Team responsible for the

• Identify relevant benchmarks and best practices that need to be implementation of this phase
gathered, from your industry and outside your industry • List here the key persons responsible for the
• Gather and analyze relevant benchmarks and best practices implementation of this phase. It usually
• Interview supply chain management experts from your industry includes a team of 3 to 6 external Supply Chain
and outside your industry Management consultants and 1 or 2 internal
Senior executives (The size of the team
• Summarize your findings in a structured way depends on the scope of the project and the
size of the organization)
Key stakeholders to meet Duration

• Insert stakeholder name • Between 2 weeks and 6 weeks depending on
• Insert stakeholder name the scope of the project and the size of the
Organization
• Insert stakeholder name
To download the remaining 600 Powerpoint slides & 10 Excel sheets of the
Supply Chain Management Toolkit, click below in a slideshow mode:
Download Now
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Table of Content
1. Strategy Toolkit

Mission, Vision & Sales Strategic Objectives
Replace this text by your own text. Provide the key takeaway of this Powerpoint slide, so if
your CEO or Manager is busy, he does not have to read the whole slide.
Mission Insert your mission statement in this grey box
Vision Insert your mission statement in this grey box
Sales
Insert strategic Insert strategic Insert strategic
Strategic objective #1 objective #2 objective #3
Objectives
24
Rationale behind each Sales Strategic Objectives
Insert strategic Insert your own text

objective #1

objective #2

objective #3
25
KPIs and Targets
Sales Strategic Objectives KPIs Targets Status
• Insert KPI • Insert Target

Insert the sales Strategic • Insert KPI • Insert Target
Objectives #1

Objectives #2

Objectives #3
26
To download the remaining 50 Powerpoint slides & 5 Excel sheets of
the Sales Strategy & Plan, click below in a slideshow mode:
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Table of Content
1. Strategy Toolkit

It is important to create a simple matrix to prioritize all
the potential integration & synergy initiatives
The 2 criteria used in most prioritization matrix are:
Impact Effort
• For the initiatives facilitating

the integration: an initiative
with a high impact would mean
• Ease of implementation
that the initiative is very
important in the success of the
• Time frame required
integration
• Resources required (Number
• For the initiatives capturing
of people, capital investment,
synergy: an initiative with a
etc.)
high impact would mean that the
initiative highly contributes to
the achievement of the synergy
targets
The focus should be on the initiatives that have the
greatest impact and require the lowest effort
Prioritization matrix
Longer term initiatives

High (actively work to reduce required Initiatives to be prioritized
effort)
Impact
Low Unattractive initiatives Low value initiatives

(do not pursue) (pursue opportunistically)
High Low
Effort
Template to prioritize the initiatives facilitating the integration
Prioritization of the initiatives facilitating the integration
1.Insert the name of your initiative 1.Insert the name of your initiative
High 3.Insert the name of your initiative 3.Insert the name of your initiative
Impact
Low
High Low
Effort
To download the remaining 120 Powerpoint slides & 2 Excel sheets of the
Post Merger Integration Framework, click below in a slideshow mode:
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Table of Content
1. Strategy Toolkit

Customer experience - Digital maturity assessment
Insert your own company name Bank Industry average maturity level
0.4 1.9
0 3
1. Low maturity 2. Medium maturity 3. High maturity
• Single channel (i.e. phone, • Multi channels but siloed • Omni-channel model where all the
branch, email) channels are integrated
• Low knowledge of the customers • Partial knowledge of the • 360o view of the customers
customers
• No customer segmentation • Limited customer segmentation • Detailed segmentation allowing for

allowing for slightly targeted targeted customer experience
customer experience
• No integrated customer • Beginning to define an integrated • Holistic integrated customer

engagement strategy customer engagement strategy engagement strategy
• Bills are sent by physical mail • Bills are sent by email • Bills are sent by email and can be
customized via the company’s
website or phone application
• React to customer needs • Begin to define how to proactively • Proactively answer customer
answer customer needs needs, and influence buying
decisions
To download the remaining 80 Powerpoint slides of the Digital
Transformation Strategy Document, click below in a slideshow mode:
Download Now
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Table of Content
1. Strategy Toolkit

Our proposed approach includes 3 phases over a
3-month period
Week 1 2 3 4 5 6 7 8 9 10 11 12
Starts on 7/1 14/1 … … … … … … … … … …
Insert name of Phase 1
1.1 Insert name of Activity
1.2 Activity
1.3 Activity
Phase 2
2.1 Activity
2.2 Activity
2.3 Activity
Phase 3
3.1 Activity
3.2 Activity
3.3 Activity
= Key deliverable
1
Zoom on Phase 1 2
3
Objectives
• Replace this text by your own text
Key Activities Deliverable examples

Key Deliverables
1
Zoom on Phase 2 2
3
Objectives
Key Activities Deliverable examples

Key Deliverables
To download the remaining 70 Powerpoint slides of the Consulting
Proposal Template, click below in a slideshow mode:
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Download our most comprehensive Business & Consulting Toolkit by clicking below in a
slideshow mode:
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Business &

Improve the growth & efficiency of your Organization

Be more productive & save thousands hours of work.

Impress your stakeholders and boost your career.

2. Change Management Toolkit

3. Supply Chain Management Toolkit

4. Sales Strategy & Plan Template

5. Post Merger Integration Framework

6. Digital Transformation Strategy

7. Consulting Proposal Template

2. Change Management Toolkit

3. Supply Chain Management Toolkit

4. Sales Strategy & Plan Template

5. Post Merger Integration Framework

6. Digital Transformation Strategy

7. Consulting Proposal Template

Financial Presents the strategic objectives driving financial performance

Presents the strategic objectives related to the value proposition of

Internal Presents the strategic objectives related to the internal capabilities of

To satisfy our shareholders, what

To achieve our financial objectives,

To achieve our “Financial”,

Example of a Strategy Map Meeting target or above target

Perspective Strategic objectives

Learning Improve Improve

Insert your Insert your Insert your Insert your

Internal Insert your Insert your Insert your Insert your

Learning Insert your Insert your Insert your Insert your

2. Change Management Toolkit

3. Supply Chain Management Toolkit

4. Sales Strategy & Plan Template

5. Post Merger Integration Framework

6. Digital Transformation Strategy

7. Consulting Proposal Template

Business & Require a Project Management approach to change the

Nil or Low Medium High

Low Medium High

2. Change Management Toolkit

3. Supply Chain Management Toolkit

4. Sales Strategy & Plan Template

5. Post Merger Integration Framework

6. Digital Transformation Strategy

7. Consulting Proposal Template

Key Activities Team responsible for the

Key stakeholders to meet Duration

Key Activities Team responsible for the

Key stakeholders to meet Duration

2. Change Management Toolkit

3. Supply Chain Management Toolkit

4. Sales Strategy & Plan Template

5. Post Merger Integration Framework

6. Digital Transformation Strategy

7. Consulting Proposal Template

Mission Insert your mission statement in this grey box

Vision Insert your mission statement in this grey box

Insert strategic Insert your own text

Insert strategic Insert your own text

Insert strategic Insert your own text

Sales Strategic Objectives KPIs Targets Status

• Insert KPI • Insert Target

• Insert KPI • Insert Target

• Insert KPI • Insert Target

2. Change Management Toolkit