Doodle Business

& Consulting
Toolkit
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Key points of our business and consulting
toolkits
0 0
Business strategy Operations & Supply
1 Here you could describe the
4 Here you could describe the
topic of the section topic of the section

0 0
Management consulting Financial planning
2 Here you could describe the
5 Here you could describe the
topic of the section topic of the section

0 0
Project management Digital transformation
3 Here you could describe the
6 Here you could describe the
topic of the section topic of the section
Business
Strategy
You could enter a subtitle here if you need it
01
 Mission & vision statement
Mission Statement
● Despite being red, Mars is a very cold
place, not hot
● It’s a gas giant, the biggest planet in the
Solar System
● Venus has a beautiful name and is the
second planet from the Sun
● It’s a beautiful planet and the place where
we live on
Vision Statement
● Venus has a beautiful name and is the
second planet from the Sun
● It’s a gas giant, the biggest planet in the
Solar System
● It’s a beautiful planet and the place where
we live on
● Despite being red, Mars is a very cold
place, not hot
Indicative Strategic Planning Project Plan
Week 1 2 3 4 5 6 7 8 9 10

Step 0: Kick-Off

Step 1: Provide Business insights

Step 2: Define Mission and Vision

Workshop #1
Step 3: Identify Key Objectives

Step 4: Create Strategy Map

Step 5: Create Balanced Scorecard

Step 6: Identify required initiatives

Workshop #2
Step 7: Getting to First Report
 Executive Summary - Strategy Map

Strategic
Perspectives
Objectives
Financial F1 - Insert your F2 - Insert your F3 - Insert your F4 - Insert your
Projects own text own text own text own text

Customer C1 - Insert your C2 - Insert your C3- Insert your C4 - Insert your
Service own text own text own text own text

Internal I1 - Insert your own I2 - Insert your I3- Insert your own I4 - Insert your
Process text own text text own text

Learning & L1 - Insert your L2 - Insert your L3 - Insert your L4 - Insert your
Growth own text own text own text own text
Create your Strategic Planning Team

Leadership Team Core Team Measurement Team

Role Role Role

● Despite being red, Mars is a ● Venus has a beautiful name ● Jupiter is a gas giant and the
very cold place, not hot but is very hot biggest planet
● Saturn is a gas giant, the ● It’s a nice planet and the place ● Neptune is the farthest planet
biggest planet where we live on from the Sun

Who? Who? Who?

● Mars ● Venus ● Jupiter
● Saturn ● Earth ● Neptune
 A Strategy map includes four perspectives
Perspectives
Financial
Presents the strategic objectives driving financial performance
Projects

Customer
Presents the strategic objectives related to the value proposition of the company
Services

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

Learning
Presents the strategic objectives related to the intangible assets required to drive performance
& Growth
 Situation, complication and main question

Description Example

It’s a beautiful planet and the place where Despite being red, Mars is a very cold
Situation we live on place, not hot

Venus has a beautiful name and is the Neptune is the farthest planet from the Sun
Complication second planet in our Solar System

It’s a gas giant, the biggest planet in the Jupiter is a gas giant and the biggest planet
Question Solar System in our Solar System
 Management
02 Consulting
You could enter a subtitle here if you need it
Pyramid with answer and supporting arguments
Earth

Mercury Jupiter

Venus Saturn Mars Neptune

Venus has a Saturn is the ringed Despite being red, Neptune is the
beautiful name, but one and an amazing Mars is actually a farthest planet from
it’s terribly hot gas giant very cold place the Sun
 Document Purpose

This document will provide an overview of the following:

● Business Opportunity & Suggested Solution

● Project Objectives, Scope & Approach
● Project Deliverables & Business Outcomes
● Strategic Alignment
● Change Impact Assessment
● Project Costs
● Benefits
● Net Present Value
● Key Success Factors & KPIs
Lean Business Case
Project Costs Tangible Benefits Net Present Value
$4M $14M $8M

Cash Flow (US $ millions) Change Impact

High Impact

Intangible Benefits Strategic Alignment Number of Resources

Insert your own text Insert the Strategic Objectives that the 12
project is aligned with

Project Sponsor Project Manager Change Manager

Anne Millor Tom Carnoy John Doe
Ansoff Growth Matrix
Insert your own title

Market Development Diversification

New Strategy Strategy

Marke
t
Market Penetration Product Development
Current
Strategy Strategy

Current New
Products
A picture always reinforces the concept

Images reveal large amounts of

data, so remember: use an
image instead of long texts
A picture is worth
a thousand words
Project
Management
You could enter a subtitle here if you need it
03
Awesome
words
Because key words are great for catching your
audience’s attention
 Pricing maturity model

Basic Standard
Despite being red, Mars is Mercury is the closest
actually a cold place planet to the Sun

Advanced Leading
Neptune is the farthest Venus has a beautiful
planet from the Sun name, but it’s very hot

If you want to modify this graph, click on it, follow the link, change the data and replace it
Initiative Prioritization Matrix
The Initiative Prioritization Matrix will help you prioritize all your potential
initiatives based on the following 2 criteria:

Impact Effort
● Despite being red, Mars it’s a cold place, ● This is the ringed one. It’s a gas giant,
not hot composed of gases
● It’s a gas giant, the biggest planet in the ● Composed mostly of hydrogen and helium
Solar System gases
Initiative Prioritization Matrix
The focus should be on the initiatives that have a high impact and require a low effort

Longer term initiatives

(actively work to reduce Initiatives to be prioritized
High
required effort)

Impact

Unattractive initiatives Low value initiatives

Low (do not pursue) (pursue opportunistically)

High Effort Low

Initiative Prioritization Matrix
See below the 4 steps to follow to easily prioritize your list of potential initiatives

1 List all your potential initiatives

2 Assess the impact & effort level associated with each initiative

3 Position each initiative on the matrix

4 Mainly focus on the initiatives located in the top right of the matrix
Change Impact Assessment Matrix
Low Moderate Medium High Extreme
Impact Impact Impact Impact Impact

Extreme Mars
Complexity of the

Mercury Earth
High
Change

Venus Saturn
Medium

Jupiter
Moderate

Neptune
Low
Team Business Division or Half of the Full of the
Impacted Unit Section Company Company

Size of the Change

 Operations &
04 Supply
You could enter a subtitle here if you need it
 Sales Strategy & Plan

01 Internal Analysis

Implementation 05 02 External Analysis

Sales
Strategy &
Plan

Sales Plan
04 03 Sales Strategy
 Executive Summary
Mission & Vision Mission: Insert your own text / Vision: Insert your own text

Sales Strategic Insert strategic Insert strategic Insert strategic

Objectives objective #1 objective #2 objective #3

Insert your own text Insert your own text Insert your own text
Key Initiatives
Insert your own text Insert your own text Insert your own text

Product, Price &

Product: Insert your own text / Price: Insert your own text / Promotion: Insert your own text
Promotion

Channel Model
Sales Channel Model: Insert your own text / Sales Channel Strategy: Insert your own text
& Strategy

Budget &
Budget: Insert your own text / Headcount: Insert your own text
Headcounts
 Products & Services

Product Product Product

Name Name Name

You can explain You can explain You can explain

your product or your product or your product or
your service your service your service

Customer Product Key Unique Selling

Benefits Features Proposition
 PESTLE Analysis
Political Technological
● Replace with your own text ● Replace with your own text
● Replace with your own text ● Replace with your own text

Economical Legal
● Replace with your own text ● Replace with your own text
● Replace with your own text ● Replace with your own text

Social Environmental
● Replace with your own text ● Replace with your own text
● Replace with your own text ● Replace with your own text
Ineffective pricing management will cause issues

Volume 1 2 Price
● Lost market share ● Wide price bands
● Excess inventory ● Inaccurate quotations

Profit 3 4 Cost
● Declining margins ● Increased service
● Volume per price ● Increased price costs
 Competitor Comparison
Replace this text by the main takeaway of this slide

Competitor C
Competitor B
Competitor D

Competitor A Competitor E
 Mergers & acquisitions life cycle

Venus has a beautiful Neptune is the farthest Despite being red, Mars is
name, but it’s terrible hot planet from the Sun a very cold place
Target Screening Transaction Execution Divestiture

M & A Strategy Due Diligence Integration

Mercury is the closest Saturn is the ringed one Earth is the place where we
planet to the Sun and a gas giant live on
Financial
Planning
You could enter a subtitle here if you need it
05
 Finally, present your results in a graphic way
Peer - 4% 10 16 +Peer
Return on sales % %
(%)

7% 9% 14
Return on equity
%
(%)

4% 7% 10%
Profitability Return on net assets
Ratios (%)

2% 7% 10%
Return on Capital
Employed (%)

2% 9% 14%
Return On Funds
Employed (%)

Company X Company Y Company Z

Step 4 - Create a map of your workbook

Quarterly and/or annual reports

Income statement Cash flow Balance sheet

Scenario with
assumptions
Net Present Value (NPV)
U$D Millions Year 1 Year 1 Year 1 Year 1 Year 1 TOTAL

Project Costs 2.1 1.2 0.4 0.1 0.1

Additional Revenue 1.0 2.0 4.0 5.0 8.0

Cost Savings 1.0 1.0 1.0 2.0 2.0

Cash Flow (0.1) 1.8 4.6 6.9 9.9 23.1

Net Present Value (0.1) 1.5 3.6 4.9 6.4 16.3

Period 1 2 3 4 5

Discount Rate 9%

Key Assumptions
Insert key assumption which you used to estimate the NPV
Solving different types of problems
To solve it, we need to ask ourselves different questions:

Profitability Entering a new Introducing a new

M&A problem
problem market problem product problem

“Why has the company’s “Should we enter the “Should we introduce this “Should we acquire the
profit decreased by 10%?” Chinese market?” new product X?” company Y?”
 Digital

06 Transformatio
n
You could enter a subtitle here if you need it
 This is a great headline!

Ideas
And this is the subtitle that
makes it comprehensible
50,000,000
Big numbers catch your audience’s attention
 333,000.00
Earths is the Sun’s mass

24h 37m 01s

It’s Jupiter’s rotation period

386,000 km
Between the Earth and the Moon
Marketing &
Communicatio
n
You could enter a subtitle here if you need it
07
Here are some important percentages

15%
Venus
Venus has a 25% Saturn
Saturn is the ringed
beautiful name, but one and a gas giant
it’s really hot planet

35% Mars
Despite being red, 35% Neptune
Neptune is the
Mars is actually a farthest planet from
very cold place the Sun
 What is the growth of a successful start-up?
Revenue

Time

Seed Capital Early Stage Later Stage Exit Market

Venus VC (M&A, Strategic Alliances) Mars Saturn

 Operations & Supply
Supply Chain Management is the optimization of the flow of materials,
information and funds between and among all participating enterprises

Products

Supplier Factory Warehouse Distributor Customer

 Personal
08 Development
You could enter a subtitle here if you need it
Supply Chain Management process includes 5
phases

01 03 05
Supply Chain Sourcing & Logistics &
Strategy Procurement Distribution

02 04
Demand &
Supply Chain Manufacturing
Planning
Defining a robust Supply Chain Strategy
The project usually requires 3 to 6 months
The top 5 steps that the Consultants will have to carry out are:

1 Understand Current State

2 Gather Best Practices & Benchmarks

3 Develop Future State

4 Conduct Gap Analysis between the desired Future State & the Current State

5 Build a map to cross the bridge between the desired Future State & the Current State
Risk
Management
You could enter a subtitle here if you need it
09
The Minto Pyramid Principle
What is the most well-known principle used by Consultants and Executives to make
breakthrough presentations?
The Pyramid Principle, also called the Minto Pyramid Principle

Insert your
answer

Why or How?

Argument #1 Argument #2 Argument #3

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

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
Simple Company Risk Log - 3 level rating
Low priority (Risk value is 1, 2 or Medium priority (Risk value is 6) High priority (Risk value is 9)
3)
Impact
Risk # Risk Title Risk description (1=Minor; 2=Moderate;
3=Major)
1 Insert your risk title Insert your risk description Rate from 1 to 3

2 Insert your risk title Insert your risk description Rate from 1 to 3

3 Insert your risk title Insert your risk description Rate from 1 to 3

4 Insert your risk title Insert your risk description Rate from 1 to 3

5 Insert your risk title Insert your risk description Rate from 1 to 3

6 Insert your risk title Insert your risk description Rate from 1 to 3

7 Insert your risk title Insert your risk description Rate from 1 to 3
 Mergers &
10 Acquisitions
You could enter a subtitle here if you need it
Three main growth strategies available to
companies

1 2 3

Organic Growth Mergers and Strategic Alliances

Strategy acquisitions Strategy Strategy
Our Specific Software

You can replace the image on the

screen with your own work. Just
delete this one and add yours and
center it properly
What our clients say about our toolkits

James Smith Louis Lee Anna Doe

“Despite being red, “Mercury is the “Jupiter is the

Mars is actually a smallest planet in the biggest planet in the
very cold place” Solar System” Solar System”
 Thanks!
Do you have any questions?
youremail@freepik.com
+91 620 421 838
yourcompany.com

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