Management Consulting Toolkit - Overview and Approach

Management
Consulting Toolkit
Overview and Approach
Frameworks Best Practices Templates

Content
Our management consulting firm decided to create an affordable Management Consulting Toolkit
that includes 7 components
Tools
Frameworks
Templates
Toolkit
Support from tier-1 Step-by-step
management consultants tutorials
Best Real-life
practices examples
2
Our clients
• Management consulting firms who want to increase their know-how (examples 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-caliber management consultants
• Professors teaching MBA programs
• MBA students who want to become management consultants
3
Objectives
The Management Consulting Toolkit includes frameworks, tools, templates, tutorials, real-life
examples, and best practices to help you:
• Improve your management consulting skills with a simple and comprehensive 6-phase approach: (I) Create a business plan for your
consulting practice, (II) Create a consulting proposal, (III) Prepare your legal agreements, (IV) Identify your client’s problem, (V) Find a
solution using world-class frameworks & Tools, (VI) Present your recommendations.
• (I) Create a business plan for your consulting practice: (1) Problem to solve and solution, (2) Mission, vision and strategic objectives,
(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) Identify your client’s problem: (1) Methods to gather data, (2) Internal analysis: Financial analysis, Sales breakdown analysis, Cost
breakdown analysis, Pricing analysis, HR analysis, Marketing analysis, Customers analysis, Suppliers analysis, (3) External analysis:
Market analysis, Competitor analysis, (4) Problem identification tools: Issue tree, Five whys, Fishbone diagram, Problem definition
worksheet.
• (V) Find a solution using world-class frameworks & Tools: (1) Profitability problem framework, (2) Entering a new market, (3)
Introducing a new product, (4) Acquiring a company, (5) Business model, (6) Mission & vision statement, (7) Strategy map & balanced
scorecard, (8) Objectives and Key Results (OKR), (9) Initiatives prioritization, (10) Business case & financial model, (11) Mckinsey Seven-S,
(12) Entry/exit barriers, (13) RACI matrix, (14) Porter’s generic corporate strategies, (15) Blue ocean strategy, (16) Ansoff growth matrix,
(17) Product life cycle, (18) Maturity Model, (19) Process Mapping, (20) SWOT, (21) Value chain analysis, (22) Value driver tree, (23)
Experience curve, (24) Pareto principle.
• (VI) Present your recommendations: (1) Recommendations structure with the Pyramid Principle, (2) Top 300 ready-made consulting
diagrams and charts: Business Roadmaps, Conceptual Charts, Dashboards, Editable Maps, Funnel Diagrams, Logical & Decision Trees,
Matrix, Organizational Charts, Process Maps, Project Plans, Timelines & Gantt Charts, Speedometer Charts, Tables, Virtuous Cycle Charts,
Waterfall Charts, Etc.
4
Approach
The Management Consulting Toolkit includes a 6-phase approach that we have built and refined
over the past 20 years through constant trial and error
I. Create a Business
II. Create a III. Prepare your IV. Identify your client’s V. Find a solution using world- VI. Present your
Plan for your
consulting proposal legal agreements problem class frameworks & Tools recommendations
consulting practice
5
Approach
Each phase includes multiple steps. The Toolkit will dip dive in which one of them.
Plan for your
consulting practice
1. Problem to solve & 1. Our understanding of 1. Business consultant 1. Methods to gather data 1. Profitability problem framework 1. Recommendations structure
solution your situation agreement 2. Internal analysis 2. Entering a new market with the Pyramid Principle
2. Mission, vision & 2. Proposed approach 2. Non-disclosure 3. Introducing a new product 2. Top 300 ready-made
• Financial analysis
strategic objectives agreement 4. Acquiring a company consulting diagrams and
3. Why us • Sales breakdown analysis 5. Business model
3. Market analysis 3. Non-compete charts
4. Proposed team and • Cost breakdown analysis 6. Mission & vision statement
agreement • Business Roadmaps
4. Competitor analysis budget • Pricing analysis 7. Strategy map & balanced scorecard
8. Objectives and Key Results (OKR) • Conceptual Charts
5. Marketing plan • HR analysis
9. Initiatives prioritization • Dashboards
6. Business structure • Marketing analysis
10.Business case & financial model • Editable Maps
• Customers analysis
7. Financial plan 11.Mckinsey Seven-S • Funnel Diagrams
• Suppliers analysis 12.Entry/exit barriers • Logical & Decision Trees
3. External analysis 13.RACI matrix
• Matrix
• Market analysis 14.Porter’s generic corporate strategies
15.Blue ocean strategy • Organizational Charts
• Competitor analysis • Process Maps
16.Ansoff growth matrix
4. Problem identification tools 17.Product life cycle • Project Plans, Timelines &
• Issue tree 18.Maturity Model Gantt Charts
• Five whys 19.Process Mapping • Speedometer Charts
• Fishbone diagram 20.SWOT • Tables
21.Value chain analysis • Virtuous Cycle Charts
• Problem definition
22.Value driver tree
worksheet • Waterfall Charts
23.Experience curve
24.Pareto principle • Etc.
6
In the next slides, you’ll see a small preview of Phase I
Plan for your
consulting practice
• Matrix
23.Experience curve
7
Mission statement, vision statement and values
Mission Statement Vision Statement
Insert your own text Insert your own text
Insert value Insert value Insert value Insert value Insert value
8
Tutorial
Mission statement, vision statement and values
Mission Statement Vision Statement
This is the company’s reason for existence or purpose. This describes the organization’s desired or intended
state at some point in the near or distant future.
It describes the overarching intent of the organization.
It describes the overarching aim of the organization as
It is usually defined during a workshop with the top
it progresses into the future.
management.
Like the Mission Statement, it is usually defined during
It should provide focus and direction and help guide a workshop with the top management.
decision making and actions.
It should provide focus and direction and help guide
It should be one easily understandable sentence and, if decision making and actions.
required, a more detailed description below the main
sentence. It should be one easily understandable sentence and, if
required, a more detailed description below the main
sentence.
Company values (also called corporate values or core values) are the set of guiding principles and fundamental beliefs that help a
Insert value Insert
group value
of people function together as aInsert value
team and work toward a commonInsert
businessvalue
goal. These values are Insert value
often related to
business relationships, customer relationships, and company growth. Company values don’t have to be unique; they should be
what your company wants to see in itself and its employees. Some examples are “Integrity”, “Trust”, “Accountability”, “Respect” or
“Value-centricity
9
s
hot
n s
ee
S cr
See below 4 screenshots from Phase I
Strategy Map Competitor Comparison
Key Employees Profit and Loss Forecast
10
In the next slides, you’ll see a small preview of Phase II
Plan for your
consulting practice
• Matrix
23.Experience curve
11
We estimate our fees for this 12-week project to be $xxx,xxx
Resources Number of Days Daily rate Total fees
1 Partner 5 $x,xxx $x,xxx
1 Senior Manager 10 $x,xxx $x,xxx
1 Manager 20 $x,xxx $x,xxx
2 Senior Consultants 40 $x,xxx $x,xxx
4 Consultants 100 $x,xxx $x,xxx
5 Junior Consultants 120 $x,xxx $x,xxx
$xxx,xxx
*The fees do not include expenses. We will make every effort to minimize expenses and believe they will not exceed xx% of our fees
12
Real-life example
We estimate our fees for this 12-week project to be $605,000
Resources Number of Days Daily rate Total fees
1 Partner 5 $5,000 $25,000
1 Senior Manager 10 $4,000 $40,000
1 Manager 20 $3,000 $60,000
2 Senior Consultants 40 $2,500 $100,000
4 Consultants 100 $2,000 $200,000
5 Junior Consultants 120 $1,500 $180,000
$605,000*
*The fees do not include expenses. We will make every effort to minimize expenses and believe they will not exceed xx% of our fees
13
s
hot
n s
ee
S cr
See below 4 screenshots from Phase II
Proposed Approach Detailed of each Phase
Situation, Challenge and Question CV Template in Powerpoint
14
In the next slides, you’ll see a small preview of Phase III
Plan for your
consulting practice
• Matrix
23.Experience curve
15
s
hot
n s
ee
S cr
See below screenshots from Phase III
Business Consultant Agreement Non-Disclosure Agreement Non-Compete Agreement
16
In the next slides, you’ll see a small preview of Phase IV
Plan for your
consulting practice
• Matrix
23.Experience curve
17
Project Questionnaire
Example questions
I. Industry IV. Customers

1. How is the industry structured? 1. Who are the company’s customers?
2. What are the major trends in the industry? 2. Who are the company’s most profitable customers? And the least
3. How is the client addressing the industry trends? profitable customers?
3. How are their needs evolving?
II. Company 4. Is the company positioned to address these needs?
1. What is the company’s mission and vision ? 5. Are there other potential customers that could be targeted?
2. What is the company’s existing strategy to achieve its vision?
3. How is the company currently performing? V. Competition
4. What differentiates the company from its competitors? 1. Who are the company’s competitors?
5. What is the organizational structure of the company? 2. How is the company performing compared to its competitors?
6. What are the strategic objectives of the department/division/unit/region with 3. How are competitors addressing customer needs?
which we are working? 4. What strategies are competitors using?
5. How is the company responding to its competitors?
III. Products
1. Can you describe the key products that you sell?
2. What are your most profitable products?
3. What are your least profitable products?
4. What are the life cycle stages of your products?
5. What are your products’ key benefits?
6. Are there any potential substitute products?
18
Financial Analysis
We are going to analyze the 3 key financial statements
Income Statement Balance Cash Flow

(also called Profit & Loss Sheet Statement Statement
statement)
19
Income Statement
Purpose
The Income Statement, This financial statement

also called Profit & Loss provides information
(P&L), is a financial that shows the ability of
statement that a company to generate
summarizes the profit by increasing
revenue and costs revenue and reducing
incurred during a costs
specific period of time
(usually a fiscal quarter
or year)
20
Income Statement
The Income Statement has three primary components:
Revenue - Expenses = Net Income

The money earned by the company The Money spent to generate revenue Net Income is referred to as “Profit” or
which includes: which includes: “Earnings,” when not negative and
“Loss” when negative.
• The sale of goods and services • Cost of Goods Sold (COGS): The direct
costs attributable to the production of the It is the company revenues minus its
• The interest earned
goods sold by a company expenses
• Some investment activities
• Selling Expenses: Cash payments (or
equivalent) for marketing services
• Administrative Expenses: Costs to the
firm to cover items such as salaries
• Interest Expenses: Payments made to
cover costs of financing
• Tax Expense: Payments made to the
government to cover income taxes
• Depreciation Expense: Amount of asset
usage that is applied to this year
21
Income Statement
For more details about the income statement, open the Excel document “Income
Statement”
22
Total sales
Replace this text with the key takeaway of this slide
The best practice is to create most of your

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

23
Additional template
Total sales
Estimated revenue Actual revenue
342M 347M
24
Additional template
Total sales
Revenue growth
-13%
Year over year
25
Sales per product
Fiscal years ending December 31,

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

26
Best practice
Sales per product
Fiscal years ending December 31,

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

27
Cost per P&L item

28
Additional template
Marketing spend per platform

29
Additional template
Return on ad spend per platform (revenue divided by cost)
Performing well Underperforming
Facebook Ads Google Ads Linkedin Ads
1.2 2 2.2
Pinterest Ads TV Radio
1.2 2.1 1.1

30
Competitor Comparison (2/2)
Replace this text with the key takeaway of this Powerpoint slide.
Insert title
Insert company name
20
Gaining market share

15
Company Growth (%)
Insert company name

Average market
10 Insert company name growth
5 Losing market share

Insert company name
-5
0 10 20 30 40 50 60
Market Share (%)
31
In the next slides, you’ll see a small preview of Phase V
Plan for your
consulting practice
• Matrix
23.Experience curve
32
To solve our problem, we need to use the “Entering a new market”
Framework
“Profitability” “Entering a new “Introducing a new

“M&A” problem
problem market” problem product” problem
e.g. “Why does my e.g. “Should we enter e.g. “Should we e.g. “Should we
company’s profit have the Chinese introduce this new acquire the company
decreased by 10%?” market?” product X?” Y?”
The “Entering a new market” Framework includes 3 components
Desirability
Profitability Feasibility
Each component has an underlying question that we will have to answer to
identify if it is a good strategic initiative to enter this new market
What is the potential demand for our Product in

Desirability this new Market?
What will be the profitability of Profitability Feasibility What is the feasibility to enter this new
this strategic initiative? Market?
If the answer is “high” or “very high” to the 3 questions, then it means that
entering the European market is a good strategic initiative

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

Desirability
What is the potential demand for our Product in this new Market? Very High
Describe the key product(s) we would like to sell? Is it a commodity or a differentiated product? What are its Key benefits? Any potential substitute
Product product? Replace this rating by your own
rating based on the 4 sections
below
Are we answering a customer need or are we creating a new customer need? Who are our potential customers? How many are they? Is the
Customers customer demand expected to increase or decrease in the future? How much the customer will be willing to pay for our product? How many
products will the customer be buying per year?
Replace the questions in the 4

Who will be our main competitors? What is the revenue, profit, unique selling proposition and strategy of each one of them? How intense is the
Competition white rectangles by your own
competition in this market? Do they have key capabilities that we don’t have or vice versa? What’s their pricing position?
answers
The total market size is: The number of customers multiplied by the number of products purchased every year per customer multiplied by the
Market size Product price. Checking the annual report of our competitors may help us calculate this number.
How much of this market do we think we can get? Why do we think so? Do we have a strong enough unique selling proposition (USP)?

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

Profitability
What will be the profitability of this strategic initiative? Very High
Cost What will be our main cost drivers (manufacturing cost, marketing cost, distribution cost, etc.)? Let’s estimate each cost driver.
Revenue What will be our expected annual revenue (product price multiplied by number of products sold)?
What will be the profit generated by each unit sold?

Profit What will be our expected annual profit (revenue minus cost)?
What will be our expected profit margin (profit divided by cost multiplied by 100)?
Return on Based on the estimated annual profit calculated above, and the capital required to enter this new market, what will be our ROI? When will we reach
a breakeven point? What will be the net present value (NPV) of this strategic initiative?
Investment (ROI)

Conclusion and Recommendation
We highly recommend to enter this new market

Desirability this new Market? Very High
this strategic initiative? Very High Market? High

In the next slides, you’ll see a small preview of Phase VI
Plan for your
consulting practice
• Matrix
23.Experience curve
42
Create a pyramid with your answer and supporting arguments - Template
Insert your introduction’s question
To communicate in a structured way with a busy

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

argument #1 argument #2 argument #3
Why or How? Why or How? Why or How?
Insert your Insert your Insert your Insert your Insert your Insert your Insert your Insert your Insert your
supporting supporting supporting supporting supporting supporting supporting supporting supporting
argument argument argument argument argument argument argument argument argument
#1.1 #1.2 #1.3 #2.1 #2.2 #2.3 #3.1 #3.2 #3,3
43
Create a pyramid with your answer and supporting arguments - Example
How can the company reduce its cost by 10%?

The company can reduce its
cost by $5 millions through
some operational
improvements
Outsource non-core Simplify core functions Review supplier cost to save

functions to save $3 Millions processes to save $1 Million $1 Million
Renegotiate
Evaluate cost Compare supplier
Adopt best Evaluate cost
Select and service Choose one Design current Select and contracts
practices of potential
non-core level of partner for current process to review current and/or
based on alternative
functions potential each function processes best-in-class supplier costs choose
benchmarks suppliers
partners benchmarks alternative
suppliers
44
Business Roadmaps
FY20 Q1 FY20 Q2 FY20 Q3 FY20 Q4 FY21 Q1 FY21 Q2 FY21 Q3 FY21 Q4

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

name name
Phase 1
Insert name Insert activity
name

Phase 2 name name
Insert name
Insert activity
name

name name
Phase 3
Insert name Insert activity
name

name name
Phase 4
Insert name
Insert activity
name
45
Structure of the Toolkit
The Management Consulting Toolkit includes 800 PowerPoint slides, 50 Excel sheets, 10 Word pages and 30 minutes of
Vide training organized into 8 folders that you can download on your device immediately after your purchase.
+ + +
800 editable 50 editable Excel 10 editable Word 30 minutes of
Powerpoint slides* sheets* pages Video training
0. Overview and I. Create a Business II. Create a consulting III. Prepare your legal IV. Identify your V. Find a solution VI. Present your
approach Plan for your proposal agreements client’s using world-class recommendations
consulting practice problem frameworks & Tools
*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 our clients’ understanding only counts for 1 slide.
46
Key Benefits of our Management Consulting Toolkits
Improve the growth & efficiency of It’s like hiring Management

your organization by leveraging We invested $3M to create all our Consultants to create all the
Management Consulting Toolkits Management Consulting Toolkits. practical Frameworks, Tools &
created by ex-McKinsey, Deloitte & Get them for a fraction of that. Templates required to gain a
BCG Consultants. competitive advantage.
Get the job done quicker and never We have worked 20,000+ hours
Improve your skills & capabilities
start from scratch again with our over the past 9 years to create the
and meet your professional goals by
ready-made and fully editable world’s best Management
learning how the Fortune 100 and
Frameworks, Tools & Templates in Consulting Toolkits. Don’t reinvent
Global Consulting Firms do it.
Powerpoint & Excel. the wheel. Download them now.
Hiring top-tier Consultants for a Impress your stakeholders and

Get free support and advice from management consulting project become your organization’s subject
our ex-McKinsey, Deloitte & BCG would cost you $300k+. That’s a lot matter expert with world-class
Management Consultants. more expensive than purchasing approaches to resolve common
our Toolkits. business problems.
47
What our clients say about our Toolkits
Reviews imported from Facebooks, Amazon and Klaviyo
See more reviews >
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Join the 200,000+ Executives, Consultants & Entrepreneurs already leveraging our
Business & Consulting Toolkits to improve the performance of their organization and
boost their own career.
Trusted by small and large organizations Customer satisfaction
4.8
Number of countries leveraging our Business & Consulting Toolkits Number of professionals
leveraging our Business &
160+ Consulting Toolkits
200,000+
Daily rate of our ex-McKinsey,

Deloitte and BCG Management
Consultants
$3k-$4k
49
Interested in more than 1 Toolkit?
Access all our Toolkits for half the price with our Gold Access
Gold Access
Click here to learn more
50
Need additional help on top of our Management Consulting Toolkits?
Send us a brief and we’ll find you the right talent from our network of 500 tier-1 Management
Consultants (the average daily rate is $3k)
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Management

Frameworks Best Practices Templates

• Professors teaching MBA programs

• MBA students who want to become management consultants

Mission Statement Vision Statement

Insert your own text Insert your own text

Mission statement, vision statement and values

Mission Statement Vision Statement

See below 4 screenshots from Phase I

Strategy Map Competitor Comparison

Key Employees Profit and Loss Forecast

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

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

Resources Number of Days Daily rate Total fees

1 Partner 5 $5,000 $25,000

1 Senior Manager 10 $4,000 $40,000

1 Manager 20 $3,000 $60,000

2 Senior Consultants 40 $2,500 $100,000

4 Consultants 100 $2,000 $200,000

5 Junior Consultants 120 $1,500 $180,000

See below 4 screenshots from Phase II

Proposed Approach Detailed of each Phase

Situation, Challenge and Question CV Template in Powerpoint

See below screenshots from Phase III

Business Consultant Agreement Non-Disclosure Agreement Non-Compete Agreement

I. Industry IV. Customers

Income Statement Balance Cash Flow

The Income Statement, This financial statement

Revenue - Expenses = Net Income

The best practice is to create most of your

Open related Excel document for more details

Estimated revenue Actual revenue

Fiscal years ending December 31,

Open related Excel document for more details

Fiscal years ending December 31,

Open related Excel document for more details

Open related Excel document for more details

Open related Excel document for more details

Facebook Ads Google Ads Linkedin Ads

1.2 2.1 1.1

Gaining market share

Insert company name

5 Losing market share

“Profitability” “Entering a new “Introducing a new

What is the potential demand for our Product in

What is the potential demand for our Product in

Caption: Very Low Low Medium High Very High

Replace the questions in the 4

Caption: Very Low Low Medium High Very High

Legal requirement Can we legally enter this market?

Caption: Very Low Low Medium High Very High