Business & Consulting
Toolkit
PowerPoint template with library of best-practice slide layouts,
graph examples, frameworks and more
Company Name
Company Name
1
Template overview
Objectives of this template
The Business & Consulting Toolkit includes an extensive library of ready-to-use best-practice slides, frameworks, and tools
developed by ex-McKinsey, BCG, and Bain consultants to help you:
Quickly create new, professional-looking slides by picking-and-choosing from a structured set of ready-to-use slides
Find inspiration for slide layouts and designs for everything from graphs and charts to processes to bullet points to roadmaps, as used
by top management consultants
Get ideas for how to present your analyses and data in the most compelling way, make your key points stand out, and present text
slides in an interesting and effective manner
Access common frameworks and tools used by businesses and management consultants across the world
Get a tried-and-tested checklist as well as helpful formatting tips and tricks to take your presentation to the next level
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2
Template overview
Content of this
template
1.
Business & Consulting Toolkit
i
2.
Appendix A: Common frameworks and tools used in mgmt consulting
ii
3.
iii Appendix B: Checklist and best practices for presentations
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Template
Business & Consulting Toolkit
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[Company logo]
[Title of document]
[Subtitle]
[Insert date]
Change picture to match
company pictures/
industry/project
[Company logo]
[Title of document]
[Subtitle]
[Date]
Change picture to match
company pictures/
industry/project
[Title of document]
[Company logo]
[Subtitle, date]
7
Content
1.
[Insert section]
1
2.
[Insert section]
2
3.
[Insert section]
3
4.
[Insert section]
4
5.
[Insert section]
5
6.
[Insert section]
6
7.
[Insert section]
7
8.
[Insert section]
8
9.
[Insert section]
9
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Executive summary
[Insert own text description key takeaway.]
[Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad
minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in
voluptate velit esse cillum dolore eu fugiat nulla pariatur.]
[Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad
minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in
voluptate velit esse cillum dolore eu fugiat nulla pariatur.]
[Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad
minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in
voluptate velit esse cillum dolore eu fugiat nulla pariatur.]
[Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad
minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in
voluptate velit esse cillum dolore eu fugiat nulla pariatur.]
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Executive summary
[Key takeaway/conclusion in bold text]
•
[Supporting arguments for key takeaway/conclusion in bullet points]
•
[Supporting arguments for key takeaway/conclusion in bullet points]
•
[Supporting arguments for key takeaway/conclusion in bullet points]
[Key takeaway/conclusion in bold text]
•
[Supporting arguments for key takeaway/conclusion in bullet points]
•
[Supporting arguments for key takeaway/conclusion in bullet points]
•
[Supporting arguments for key takeaway/conclusion in bullet points]
[Key takeaway/conclusion in bold text]
•
[Supporting arguments for key takeaway/conclusion in bullet points]
•
[Supporting arguments for key takeaway/conclusion in bullet points]
•
[Supporting arguments for key takeaway/conclusion in bullet points]
[Final conclusion/recommendation in bold text]
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Executive summary
[Main takeaway 1]
[Insert description of
main takeaway]
•
[Supporting information in bullets]
•
[Supporting information in bullets]
•
[Supporting information in bullets]
•
[Supporting information in bullets]
•
[Supporting information in bullets]
•
…
[Main takeaway 2]
[Insert description of
main takeaway]
[Main takeaway 3]
[Insert description of
main takeaway]
[Main takeaway 4]
[Insert description of
main takeaway]
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Executive summary
Background
Findings of [project]
Recommendation and next steps
•
•
•
•
•
•
•
•
•
•
[Insert background/reasons for starting
project]
[Insert background/reasons for starting
project]
[Insert background/reasons for starting
project]
…
[Insert key findings of project]
[Insert key findings of project]
[Insert key findings of project]
…
[Insert recommendation(s)]
[Insert next steps]
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Summary of this document
Summary of main findings
Main finding
Description
Contents of this document
• [Insert content bullet]
• [Insert content bullet]
• [Insert description in bullet form]
[Insert finding 1]
• [Insert description in bullet form]
• [Insert description in bullet form]
• [Insert content bullet]
• [Insert content bullet]
• [Insert content bullet]
• [Insert content bullet]
• [Insert content bullet]
• [Insert description in bullet form]
[Insert finding 2]
• [Insert content bullet]
• [Insert description in bullet form]
• [Insert description in bullet form]
• [Insert description in bullet form]
[Insert finding 3]
• [Insert description in bullet form]
• [Insert description in bullet form]
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[Section]
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[Column chart for comparison with takeaways / Insert action title]
[Description]
[Key takeaways/main conclusion]
[Data], [Unit]
•
[Short description and most important
takeaways]
•
[Short description and most important
takeaways]
•
[Short description and most important
takeaways]
•
…
800
700
600
500
400
300
670
623
580
564
514
421
376
360
342
301
200
100
0
Footnote: 1. xx
Source: xx
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15
[Column chart with simple growth and takeaways / Insert action
title]
[Description]
[Key takeaways/main conclusion]
[Data], [Unit]
Actuals
•
[Short description and most important
takeaways]
•
[Short description and most important
takeaways]
•
[Short description and most important
takeaways]
•
…
1800
1600
1381
1400
1200
1535
xx%
1035
1108
1153
1148
1206
1430
1265
1000
800
600
400
200
0
2014
2015
2016
2017
2018
2019
2020
2021
2022
Footnote: 1. xx
Source: xx
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[Column chart with split growth and takeaways / Insert action title]
[Description]
[Key takeaways/main conclusion]
[Data], [Unit]
Actuals
1800
xx%
1535
1600
1200
1381
xx%
1400
1035
1108
1153
1148
1206
•
[Short description and most important
takeaways]
•
[Short description and most important
takeaways]
•
[Short description and most important
takeaways]
•
…
1430
1265
1000
800
600
400
200
0
2014
2015
2016
2017
2018
2019
2020
2021
2022
Footnote: 1. xx
Source: xx
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17
[Column chart with historic and forecast figures / Insert action
title]
[Description]
[Key takeaways/main conclusion]
[Data], [Unit]
Actuals
Forecast
•
[Short description and most important
takeaways]
•
[Short description and most important
takeaways]
•
[Short description and most important
takeaways]
•
…
1800
xx%
1600
1200
1381
xx%
1400
1035
1108
1153
1148
1206
1535
1430
1265
1000
800
600
400
200
0
2018
2019
2020
2021
2022
2023
2024
2025
2026
Footnote: 1. xx
Source: xx
Company Name
18
[Column chart with historic and forecast figures / Insert action
title]
[Description]
[Key takeaways/main conclusion]
[Data], [Unit]
Forecasted [insert]
+x%
xx
xx
xx
-x%
xx
xx
+x%
xx
xx
xx
xx
2016
2017
2018
2019
2020
2021
2022
2023
2024
[Short description and most important
takeaways]
•
[Short description and most important
takeaways]
•
[Short description and most important
takeaways]
•
…
xx
xx
2015
•
2025
Footnote: 1. xx
Source: xx
Company Name
19
[Grouped column chart with takeaways / Insert action title]
[Description]
[Key takeaways/main conclusion]
[Data], [Unit]
[Dimension 1]
[Dimension 2]
[Dimension 3]
•
[Short description and most important
takeaways]
•
[Short description and most important
takeaways]
•
[Short description and most important
takeaways]
•
…
80
69
70
60
56
49
50
49
44
44
39
40
30
50
53
29
27
23
20
10
0
[Segment 1]
[Segment 2]
[Segment 3]
[Segment 4]
Footnote: 1. xx
Source: xx
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[Double column chart / Insert action title]
[Description/main conclusion]
[Description/main conclusion]
[Data], [Unit]
[Data], [Unit]
Forecasted [insert]
xx
+x%
xx
xx
2015
xx
xx
xx
-x%
xx
xx
xx
2017
2018
xx
xx
xx
xx
2016
-x%
2019
2020
• [Key takeaways, ideally 2-3 points]
2021
2022
2023
2024
2025
~xx%
xx
~xx%
xx
202x
xx
~xx%
xx
~xx%
202x
• [Key takeaways, ideally 2-3 points]
Footnote: 1. xx
Source: xx
Company Name
21
[Double column chart / Insert action title]
[Description/main conclusion]
[Description/main conclusion]
[Data], [Unit]
[Data], [Unit]
100%
[Group 1]
[Group 2]
35%
[Group 1]
[Group 2]
30%
95%
25%
90%
20%
85%
15%
80%
10%
2018
Source: xx
202x
2018
202x
Company Name
22
[Double column chart / Insert action title]
Revenue
[Description/main
has grownconclusion]
at xx% CAGR from 202x-202x
Profit margins have
[Description/main
conclusion]
been [steady, growing, declining]
[Data], [Unit]
[Data], [Unit]
6
6
5,3
5
xx%
4
5
4,5
4
3,5
3
+xx ppt
3
2,5
1,8
2
1
0
0
2017
2018
2019
2020
2021
2,4
2,5
1,7
2
1
3
0,9
2017
2018
2019
2020
2021
xx%
xx%
xx%
xx%
xx%
Footnote: 1. xx
Source: xx
Company Name
23
23
[Column chart with additional information / Insert action title]
[Description/data], [Unit]
3000
2500
[Insert key takeaway]
2 401
[Parameter 1]
[Parameter 2]
2000
1500
1 022
1000
957
936
792
411
500
390
354
175
152
82
15
0
Product 1
Product 2
Product 3
Product 4
Product 5
Product 6
Product 7
Product 8
Product 9 Product 10 Product 11 Product 12
[Dimension],
[Unit]
xx%
xx%
xx%
xx%
xx%
xx%
xx%
xx%
xx%
xx%
xx%
xx%
[Dimension],
[Unit]
xx
xx
xx
xx
xx
xx
xx
xx
xx
xx
xx
-xx
Footnote: 1. xx
Source: xx
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[Multiple column charts / Insert action title]
[Data], [Unit]
xx% of
[insert]
2000
1500
1448
1395
1579
1628
1675
[Data], [Unit]
2000
1500
1000
1000
500
500
0
0
2017
2018
2019
2020
[Data], [Unit]
202x
xx% of
[insert]
500
1480
1166
1259
1150
1110
2017
2018
2019
2020
[Data], [Unit]
202x
xx% of
[insert]
500
400
300
xx% of
[insert]
341
209
220
390
400
300
227
200
200
100
100
0
239
208
213
2018
2019
340
351
2020
202x
0
2017
2018
2019
2020
202x
2017
Footnote: 1. xx
Source: xx
Company Name
25
[Double stacked chart (%) / Insert action title]
[Description/main conclusion]
[Description/main conclusion]
[Data], [Unit]
[Data], [Unit]
5%
5%
6%
17%
38%
27%
49%
12%
13%
64%
60%
43%
14%
18%
14%
15%
[Segment 1]
[Segment 2]
[Segment 1]
[Segment 2]
[Series 1]
Source: xx
[Series 2]
[Series 3]
[Series 4]
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[Three bar charts slide / Insert action title]
[Insert main conclusion/takeaway
from graph]
[Insert main conclusion/takeaway
from graph]
[Insert main conclusion/takeaway
from graph]
[Data],
[Unit]
[Data],
[Unit]
[Data],
[Unit]
+xx ppt
xx%
45,0%
-xx%
104
723
657
37,4%
67
2018
2023
2018
2023
2018
2023
Footnote: 1. xx
Source: xx
Company Name
27
[Clustered column chart with takeaways/ Insert action title]
[Description]
[Unit]
[Series 1]
[Series 2]
[Series 3]
[Series 4]
[Series 5]
+xx ppt
70
+xx ppt
60
58
47
50
+xx ppt
40
+xx ppt
36
34
37
36
30
22
18
20
10
18
14
6
7
10
7
7
7
9
13
8
6
0
Area 1
Area 2
Area 3
Area 4
[Insert description or main
takeaway]
[Insert description or main
takeaway]
[Insert description or main
takeaway]
[Insert description or main
takeaway]
Footnote: 1. xx
Source: xx
Company Name
28
28
[Clustered column chart with two metrics / Insert action title]
[Description]
[Unit]
[Series 1]
[Series 2]
[Series 3]
[Series 4]
[Series 5]
+xx ppt
70
+xx ppt
60
58
47
50
+xx ppt
40
+xx ppt
36
34
37
36
30
22
18
20
10
18
14
6
7
10
7
7
7
9
13
8
6
0
Area 1
Area 2
Area 3
Area 4
[Metric], [Unit]:
xx%
xx%
xx%
xx%
[Metric], [Unit]:
xx%
xx%
xx%
xx%
Footnote: 1. xx
Source: xx
Company Name
29
29
[Stacked bar chart (%) / Insert action title]
[Description]
[Unit]
Category 1
Category 2
100%
90%
33%
80%
46%
70%
63%
41%
54%
54%
43%
55%
49%
58%
60%
42%
40%
60%
50%
40%
67%
30%
54%
20%
37%
59%
46%
46%
Project 4
Project 5
57%
45%
51%
10%
0%
Project 1
Project 2
Project 3
Project 6
Project 7
Project 8
Project 9
Project 10 Project 11
Footnote: 1. xx
Source: xx
Company Name
30
[Stacked bar chart (%) with extra metric / Insert action title]
[Description]
[Unit]
Category 1
Category 2
Category 3
Category 4
Category 5
Category 6
100%
90%
23%
80%
70%
7%
60%
18%
4%
7%
5%
1%
0%
19%
6%
17%
14%
9%
15%
13%
6%
50%
19%
15%
6%
8%
9%
7%
54%
20%
14%
2%
12%
24%
8%
10%
6%
10%
35%
7%
27%
12%
6%
42%
6%
0%
4%
67%
30%
7%
21%
14%
40%
13%
6%
37%
59%
46%
46%
57%
45%
51%
42%
40%
10%
0%
Project 1
Project 2
Project 3
Project 4
Project 5
Project 6
Project 7
Project 8
Project 9
Project 10
Project 11
xx
xx
xx
xx
xx
xx
xx
xx
xx
xx
xx
[Metric]:
Footnote: 1. xx
Source: xx
Company Name
31
[Bar chart over time / Insert action title]
[Data]
[Unit]
16
14
[Insert data/category]
12
[Insert data/category]
10
[Insert data/category]
8
12,0
6
7,0
4
3,6
2
2,0
0
0,6
Year 1
4,6
0,9
1,2
1,3
1,4
Year 2
Year 3
Year 4
Year 5
Footnote: 1. xx
Source: xx
Company Name
32
[Bar chart with descriptions / Insert action title]
[Data/input types]
[Data/input category 1]
[Data]
[Unit]
70
[Insert description]
62
60
50
50
[Data/input category 2]
16
12
40
34
[Insert description]
27
7
30
22
17
20
[Data/input category 3]
8
10
[Insert description]
0
2
1
5
Year 1
15
4
6
7
Year 2
12
Year 3
16
19
Year 4
Year 5
Footnote: 1. xx
Source: xx
Company Name
33
[Bar chart with takeaways / Insert action title]
[Description]
[Key takeaways/main conclusion]
[Data], [Unit]
[Category 7]
376
[Category 6]
421
[Category 5]
•
[Short description and most important
takeaways]
•
[Short description and most important
takeaways]
•
[Short description and most important
takeaways]
•
…
514
[Category 4]
564
[Category 3]
580
[Category 2]
623
[Category 1]
670
0
100
200
300
400
500
600
700
800
Footnote: 1. xx
Source: xx
Company Name
34
[Stacked bar chart with takeaways / Insert action title]
[Description]
[Key takeaways/main conclusion]
[Data], [Unit]
[Series 1]
[Category 8]
360
[Category 7]
376
[Category 6]
122
103
[Category 4]
564
[Category 3]
580
100
200
[Short description and most important
takeaways]
•
[Short description and most important
takeaways]
•
…
170
140
670
0
•
152
623
[Category 1]
[Short description and most important
takeaways]
183
514
[Category 2]
•
141
421
[Category 5]
[Series 2]
300
115
400
500
600
700
800
900
Footnote: 1. xx
Source: xx
Company Name
35
[Stacked bar chart (%) with takeaways / Insert action title]
[Description]
[Key takeaways/main conclusion]
[Data], [Unit]
[Series 1]
[Category 8]
[Series 2]
71%
[Category 7]
29%
44%
[Category 6]
78%
22%
[Category 4]
78%
22%
32%
•
[Short description and most important
takeaways]
•
…
73%
[Category 1]
72%
10%
[Short description and most important
takeaways]
68%
27%
0%
•
64%
[Category 5]
[Category 2]
[Short description and most important
takeaways]
56%
36%
[Category 3]
•
20%
30%
40%
28%
50%
60%
70%
80%
90%
100%
Footnote: 1. xx
Source: xx
Company Name
36
[Bar chart with illustration left / Insert action title]
[Description/main conclusion]
[Description/main conclusion]
[Data], [Unit]
[Parameter or
segment 5]
[Parameter or
segment 4]
[Parameter or
segment 3]
[Parameter or
segment 2]
[Parameter or
segment 1]
0
1
[Series 1]
2
3
4
[Series 2]
Footnote: 1. xx
Source: xx
Company Name
37
[Bar chart with illustration right / Insert action title]
[Description/main conclusion]
[Description/main conclusion]
[Data], [Unit]
14
[Insert customer quote, if relevant]
12,5
12
10,7
[Insert customer bio]
10
8,3
8
[Insert customer quote, if relevant]
6
4,5
[Insert customer bio]
3,4
4
2
[Insert customer quote, if relevant]
0
[Category 1] [Category 2] [Category 3] [Category 4] [Category 5]
[Insert customer bio]
Footnote: 1. xx
Source: xx
Company Name
38
[Clustered bar chart with takeaways / Insert action title]
[Description]
[Key takeaways/main conclusion]
[Data], [Unit]
77
74
75
Segment 4
63
Segment 3
•
[Short description and most important
takeaways]
•
[Short description and most important
takeaways]
•
[Short description and most important
takeaways]
•
…
55
97
68
Segment 2
87
69
64
Segment 1
96
68
Category 1
Category 2
Category 3
Footnote: 1. xx
Source: xx
Company Name
39
[Grouped bar chart / Insert action title]
[Data/description]
[Unit]
the core
[InsertDefend
grouping/segment]
Illustrative
Accelerate
growth
[Insert
grouping/segment]
Tap
into grouping/segment]
new growth segments
[Insert
100
80
60
40
20
0
[Unit e.g. customer segments]
[Description of these groups]
[Description of this group]
• [Insert description or main takeaway]
• [Insert description or main takeaway]
Source: xx
Company Name
40
[Bar chart comparing units / Insert action title]
[Description]
[Key takeaways/main conclusion]
xx [quantity]
xx (currency]
•
[Short description and most important
takeaways]
Remaining 90%
•
[Short description and most important
takeaways]
•
[Short description and most important
takeaways]
•
…
100%
80%
60%
Remaining
90%
Top 10%
40%
20%
Top 10%
0%
Number of [insert]
[Insert e.g. sales]
Footnote: 1. xx
Source: xx
Company Name
41
[Savings-investments bar chart / Insert action title]
Estimated savings and investments
[currency]
70
60
High-level estimate
Savings
[x savings]
Investments
[x savings]
[x savings]
50
40
[x savings]
30
[Conclusion after
year 5]
20
[x savings]
10
0
-10
[x investments]
[x investments]
[x investments]
[x investments]
Year 1
Year 2
Year 3
Year 4
Year 5
[xx]
[xx]
[xx]
[xx]
[xx]
-20
Net savings:
Footnote: 1. xx
Source: xx
Company Name
42
[Double stacked charts with insights / Insert action title]
[Description of graph]
[Description of graph]
[Key takeaways/main conclusion]
[Data]
[Unit]
[Data]
[Unit]
•
[Short description and most important
takeaways]
300
2500
•
[Short description and most important
takeaways]
•
[Short description and most important
takeaways]
•
…
250
200
100
200
750
[Segment 4]
[Type 5]
[Type 4]
[Type 3]
2000
66
20
[Type 2]
1500
150
45
[Segment 3]
32
[Segment 2]
100
1000
1400
50
0
100
[Segment 1]
[Type 1]
500
0
Footnote: 1. xx
Source: xx
Company Name
43
[Line graph / Insert action title]
[Description/data]
[Unit]
18
[Series 1]
16
14
[Series 2]
[Insert key takeaway]
12
[Series 3]
10
8
6
4
2
0
Year 1
Year 2
Year 3
Year 4
Year 5
Footnote: 1. xx
Source: xx
Company Name
44
[Multiple line charts / Insert action title]
[Data], [Unit]
xx% of
[insert]
2000
1448
1395
1579
1628
1675
1500
1000
500
500
0
0
2017
2018
2019
2020
[Data], [Unit]
202x
xx% of
[insert]
500
400
400
300
341
200
209
220
227
2017
2018
2019
390
1480
1166
1259
1150
1110
2017
2018
2019
2020
[Data], [Unit]
500
100
xx% of
[insert]
2000
1500
1000
[Data], [Unit]
239
100
0
xx% of
[insert]
300
200
202x
208
213
2018
2019
340
351
2020
202x
0
2020
202x
2017
Footnote: 1. xx
Source: xx
Company Name
45
[Line chart with two scenarios / Insert action title]
[Description]
[Key takeaways/main conclusion]
[Data], [Unit]
[Historic]
[Scenario 1]
[Scenario 2]
•
[Short description and most important
takeaways]
•
[Short description and most important
takeaways]
•
[Short description and most important
takeaways]
•
…
140
115
120
101
100
91
74
80
63
60
49
55
42
66
72
75
2025F
2026F
81
59
40
20
0
2019
2020
2021
2022
2023F
2024F
2027F
Footnote: 1. xx
Source: xx
Company Name
46
[Line chart with three scenarios / Insert action title]
[Description]
[Key takeaways/main conclusion]
[Data], [Unit]
•
[Short description and most important
takeaways]
•
[Short description and most important
takeaways]
•
[Short description and most important
takeaways]
•
…
140
115
120
[Scenario 1]
103
100
87
80
68
60
49
88
81
[Scenario 2]
70
55
42
[Scenario 3]
58
60
63
56
2023F
2024F
2025F
2026F
40
20
0
2019
2020
2021
2022
Footnote: 1. xx
Source: xx
Company Name
47
[Line chart with two scenarios and gap analysis / Insert action title]
[Description]
[Key takeaways/main conclusion]
[Data], [Unit]
[Historic]
[Scenario 1]
[Scenario 2]
•
[Short description and most important
takeaways]
•
[Short description and most important
takeaways]
•
[Short description and most important
takeaways]
•
…
140
120
120
95
100
xx%
80
xx%
60
49
55
42
49
40
44
20
0
2019
2020
2021
2022
2023F
2024F
2025F
2026F
2027F
Footnote: 1. xx
Source: xx
Company Name
48
[Line chart with highlights / Insert action title]
[Data]
[Unit]
1
2
3
4
5
[Insert highlight]
[Insert highlight]
[Insert highlight]
[Insert highlight]
[Insert highlight]
[Insert description]
[Insert description]
[Insert description]
[Insert description]
[Insert description]
120
100
4
1
80
2
60
40
5
3
20
0
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
Footnote: 1. xx
Source: xx
Company Name
49
[Line chart with icons / Insert action title]
[Description/data]
[Unit]
180
[Insert highlight]
[Insert description]
160
[Insert highlight]
140
[Insert description]
120
100
[Insert highlight]
80
[Insert description]
60
40
20
0
2013
2014
2015
2016
2017
2018
2019
2020
Footnote: 1. xx
Source: xx
Company Name
50
[Three line charts slide / Insert action title]
[Insert main conclusion/takeaway
from graph]
[Insert main conclusion/takeaway
from graph]
[Insert main conclusion/takeaway
from graph]
[Data],
[Unit]
[Data],
[Unit]
[Data],
[Unit]
300
90%
200
80%
80%
250
234
211
150
30%
120
51%
45%
80
2018
2019
2020
2021
93
60
36%
20%
40
10%
20
0%
2017
130
100
50
0
140
120
40%
150
100
62%
60%
50%
183
187
160
70%
200
180
67
43
0
2017
2018
2019
2020
2021
2017
2018
2019
2020
2021
Footnote: 1. xx
Source: xx
Company Name
51
[Waterfall chart / Insert action title]
[Description], [Unit]
Footnote: 1. xx
Source: xx
Company Name
52
[Waterfall chart with highlights/ Insert action title]
[Description], [Unit]
[Insert takeaway/key point]
Footnote: 1. xx
Source: xx
Company Name
53
[Waterfall chart with additional metric / Insert action title]
[Description], [Unit]
[Additional metric e.g. profit margin)
xx%
xx%
xx%
xx%
xx%
xx%
xx%
xx%
Footnote: 1. xx
Source: xx
Company Name
54
54
[Waterfall chart with two metrics / Insert action title]
[Description]
High-level estimate
[Data]
[Unit]
[Metric 1]:
[xx]
[xx]
[xx]
[xx]
[xx]
[xx]
[xx]
[Metric 2]:
[x]-[x]%
[x]-[x]%
[x]-[x]%
[x]-[x]%
[x]-[x]%
[x]-[x]%
[x]-[x]%
Footnote: 1. xx
Source: xx
Company Name
55
[Waterfall chart with takeaways / Insert action title]
[Description]
[Data], [Unit]
[Key takeaways/main conclusion]
•
[Short description and most important
takeaways]
•
[Short description and most important
takeaways]
•
[Short description and most important
takeaways]
•
…
Footnote: 1. xx
Source: xx
Company Name
56
[Stacked waterfall / Insert action title]
[Description]
[Key takeaways/main conclusion]
[Data], [Unit]
1400
•
[Short description and most important
takeaways]
140
•
[Short description and most important
takeaways]
220
•
[Short description and most important
takeaways]
•
…
xx
1200
1000
xx
1302
105
800
209
600
xx
400
211
200
170
0
135
112
Group 1
Group 2
Group 3
Total
Footnote: 1. xx
Source: xx
Company Name
57
[Horizontal waterfall chart / Insert action title]
[Description]
[Key takeaways/main conclusion]
[Data], [Unit]
Category 1
307
Category 2
307
Category 3
Category 4
Total
278
585
•
[Short description and most important
takeaways]
•
[Short description and most important
takeaways]
•
[Short description and most important
takeaways]
•
…
411
996
202
1198
Footnote: 1. xx
Source: xx
Company Name
58
[Horizontal waterfall chart with details / Insert action title]
Segment
Description
Segment A
[Insert description]
211
0.0%
Segment B
[Insert description]
211 243
0.0%
Segment C
[Insert description]
454
Segment D
[Insert description]
Segment E
[Insert description]
Segment F
[Insert description]
Segment G
[Insert description]
Total
[Dimension]
[Metric]
275
729
0.0%
310
1039
0.0%
323
1362
0.0%
345
1707
0.0%
401
0.0%
2108
Footnote: 1. xx
Source: xx
Company Name
59
[Growth-share matrix / Insert action title]
Growth rate 201x-202x (%)
Size = [insert description]
50
Question mark
Star
45
[BU 8]
40
[BU 1]
35
30
25
Dog
Cash cow
[BU 2]
20
[BU 7]
[BU 3]
15
[BU 5]
10
[BU 6]
5
0
0
Footnote: 1. xx
Source: xx
10
20
30
40
50
60
70
80
90
100
Market share (%)
Company Name
60
[Prioritization or assessment matrix / Insert action title]
[Description]
[Insert
name]
= [Insert status/group]
= [Insert status/group]
[Insert
name]
[Insert
name]
[Insert
name]
[Insert
name]
Medium
TIME TO IMPACT
Short
= [Insert status/group]
[Insert
name]
[Insert
name]
[Insert
name]
Long
[Insert
name]
Low
Medium
High
LEVEL OF IMPACT
Footnote: 1. xx
Source: xx
Company Name
61
[Bubble chart / Insert action title]
[Dimension 1], [Unit]
[Insert group 1]
[Insert group 2]
[Insert group 3]
Size = [Insert dimension]
3000
[State e.g. profitable]
2500
Product 8
Product 7
Product 2
2000
Product 1
Product 9
Product 10
1500
Product 5
Product 6
Product 3
1000
[State, e.g. unprofitable]
Product 4
500
0
0
100
200
300
400
500
600
700
800
900
[Dimension 2], [Unit]
Footnote: 1. xx
Source: xx
Company Name
62
[Bubble chart with takeaways / Insert action title]
[Description]
[Key takeaway/conclusion]
[Dimension 1], [Unit]
3000
2500
Product 7
Product 2
2000
[Short description and most
important takeaways]
•
[Short description and most
important takeaways]
•
[Short description and most
important takeaways]
•
…
Product 9
Product 1
Product 5
Product 10
1500
Product 8
•
Product 6
Product 3
1000
Product 4
500
0
0
100
200
300
400
500
600
700
800
900
[Dimension 2], [Unit]
[Insert group 1]
Source: xx
[Insert group 2]
[Insert group 3]
Size = [Insert dimension]
Company Name
63
[Scatter chart / Insert action title]
[Dimension 1], [Unit]
2500
Player 8
Player 7
Player 2
2000
Player 1
Player 9
Player 10
1500
Player 5
Player 6
Player 3
1000
Player 4
500
0
0
100
200
300
400
500
600
700
800
[Dimension 2], [Unit]
Footnote: 1. xx
Source: xx
Company Name
64
[Scatter chart with takeaways / Insert action title]
[Description]
[Key takeaway/conclusion]
[Dimension 1], [Unit]
2500
2000
•
[Short description and most
important takeaways]
•
[Short description and most
important takeaways]
•
…
Player 9
Player 1
Player 5
1500
[Short description and most
important takeaways]
Player 8
Player 7
Player
•
Player 10
Player 6
Player 3
1000
Player 4
500
0
0
100
200
300
400
500
600
700
800
[Dimension 2], [Unit]
Footnote: 1. xx
Source: xx
Company Name
65
[Scatter chart with quadrants/ Insert action title]
[Dimension 1], [Unit]
2500
Player 8
Player 7
Player 2
2000
Player 1
Player 9
Player 10
1500
Player 5
Player 6
Player 3
1000
Player 4
500
0
0
100
200
300
400
500
600
700
800
[Dimension 2], [Unit]
Footnote: 1. xx
Source: xx
Company Name
66
[Scatter chart with quadrants and takeaways / Insert action title]
[Description]
[Key takeaway/conclusion]
[Dimension 1], [Unit]
2500
2000
•
[Short description and most
important takeaways]
•
[Short description and most
important takeaways]
•
…
Player 9
Player 1
Player 5
1500
[Short description and most
important takeaways]
Player 8
Player 7
Player 2
•
Player 10
Player 6
Player 3
1000
Player 4
500
0
0
100
200
300
400
500
600
700
800
[Dimension 2], [Unit]
Footnote: 1. xx
Source: xx
Company Name
67
[Scatter chart with groupings / Insert action title]
[Dimension 1], [Unit]
[Group 3]
2500
[Group 1]
Player 8
Player 7
Player 2
2000
[Group 2]
Player 1
Player 9
Player 10
1500
Player 5
Player 6
Player 3
1000
Player 4
500
0
0
100
200
300
400
500
600
700
800
[Dimension 2], [Unit]
Footnote: 1. xx
Source: xx
Company Name
68
[Scatter chart with groupings and takeaways / Insert action title]
[Description]
[Key takeaway/conclusion]
[Dimension 1], [Unit]
2500
[Group 3]
[Group 1]
2000
•
[Short description and most
important takeaways]
•
[Short description and most
important takeaways]
•
…
[Group 2]
Player 1
Player 5
1500
[Short description and most
important takeaways]
Player 8
Player 7
Player 2
•
Player 9
Player 10
Player 6
Player 3
1000
Player 4
500
0
0
100
200
300
400
500
600
700
800
[Dimension 2], [Unit]
Footnote: 1. xx
Source: xx
Company Name
69
[Single pie chart / Insert action title]
[Description]
[Key takeaway/conclusion]
[Unit]
[Insert category]
[Insert category]
25%
25%
[Insert category]
•
[Short description and most
important takeaways]
•
[Short description and most
important takeaways]
•
[Short description and most
important takeaways]
•
…
25%
25%
[Insert category]
Footnote: 1. xx
Source: xx
Company Name
70
[Double pie chart / Insert action title]
[Description]
[Unit]
[Description]
[Unit]
5%1%
18%
10%
20%
40%
10%
44%
52%
[Insert category]
[Insert category]
[Insert category]
[Insert category]
[Insert category]
Footnote: 1. xx
Source: xx
Company Name
71
[Single doughnut chart / Insert action title]
[Description]
[Key takeaways]
[Unit]
[Insert category]
[Insert category]
25%
25%
[Insert category]
•
[Short description and most
important takeaways]
•
[Short description and most
important takeaways]
•
[Short description and most
important takeaways]
•
…
25%
25%
[Insert category]
Footnote: 1. xx
Source: xx
Company Name
72
[Bar chart with line graph / Insert action title]
[Dimension 1], [Unit]
[Dimension 2], [Unit]
760
20%
740
735
731
721
720
720
732
16%
699
700
18%
14%
680
671
660
643
12%
651
648
10%
640
8%
618
620
8%
7%
600
8%
7%
6%
6%
580
7%
7%
7%
6%
5%
4%
4%
560
2%
540
0%
2010
2011
2012
2013
2014
Dimension 1 e.g. net sales
2015
2016
2017
2018
2019
2020
Dimension 2 e.g. EBIT margin
Footnote: 1. xx
Source: xx
Company Name
73
73
[Two column graph slide / Insert action title]
[Insert main conclusion/takeaway from graph]
[Insert main conclusion/takeaway
from graph]
[Data], [Unit]
[Data], [Unit]
Net profit margin:
xx%
187
xx%
99
2017
2021
Footnote: 1. xx
Source: xx
Company Name
74
[Three column graph slide / Insert action title]
[Insert main conclusion/takeaway
from graph]
[Insert main conclusion/takeaway
from graph]
[Insert main conclusion/takeaway
from graph]
[Data],
[Unit]
[Data],
[Unit]
[Data],
[Unit]
300
90%
200
80%
250
xx%
200
150
80%
234
62%
60%
183
120
51%
40%
100
30%
45%
2018
2019
2020
2021
130
93
80
60
36%
20%
40
10%
20
0%
2017
xx%
100
50
0
140
120
50%
150
180
160
70%
211
187
67
43
0
2017
2018
2019
2020
2021
2017
2018
2019
2020
2021
Footnote: 1. xx
Source: xx
Company Name
75
[Four category Harvey Ball slide / Insert action title]
xx%
xx%
xx%
xx%
[Insert area/category]
[Insert area/category]
[Insert area/category]
[Insert area/category]
[Insert longer description]
[Insert longer description]
[Insert longer description]
[Insert longer description]
Footnote: 1. xx
Source: xx
Company Name
76
[Five category Harvey Ball slide / Insert action title]
[Insert dimension]
[Insert dimension]
[Insert dimension]
[Insert dimension]
[Insert dimension]
[Insert area/category/product etc.]
[Insert area/category/product etc.]
[Insert area/category/product etc.]
[Insert area/category/product etc.]
[Insert area/category/product etc.]
[Insert main takeaway]
Source: xx
Company Name
77
[World map with Harvey Balls / Insert action title]
[Key takeaways]
•
[Short description and most
important takeaways]
•
[Short description and most
important takeaways]
•
[Short description and most
important takeaways]
•
…
Footnote: 1. xx
Source: xx
Company Name
78
[Three key trends slide / Insert action title]
[Trend 1]
[Trend 2]
[Trend 3]
[Insert main takeaway]
Footnote: 1. xx
Source: xx
Company Name
79
[Three key trends or areas slide / Insert action title]
[Trend/area 1]
• [Short description of trend in 3-4 bullet points]
• [Short description of trend in 3-4 bullet points]
• [Short description of trend in 3-4 bullet points]
[Trend/area 2]
• [Short description of trend in 3-4 bullet points]
• [Short description of trend in 3-4 bullet points]
• [Short description of trend in 3-4 bullet points]
[Trend/area 3]
• [Short description of trend in 3-4 bullet points]
• [Short description of trend in 3-4 bullet points]
• [Short description of trend in 3-4 bullet points]
Source: xx
Company Name
80
[Three key trends slide / Insert action title]
Trend
Description
Examples
• [Short description of trend in 3-4 bullet points]
• [Select examples]
• [Short description of trend in 3-4 bullet points]
[Trend 1]
• [Short description of trend in 3-4 bullet points]
• [Short description of trend in 3-4 bullet points]
• [Select examples]
• [Short description of trend in 3-4 bullet points]
[Trend 2]
• [Short description of trend in 3-4 bullet points]
• [Short description of trend in 3-4 bullet points]
• [Select examples]
• [Short description of trend in 3-4 bullet points]
[Trend 3]
• [Short description of trend in 3-4 bullet points]
Footnote: 1. xx
Source: xx
Company Name
81
[Five key trends slide / Insert action title]
• [Short description of trend in 3-4 bullet points]
1
[Trend 1]
• [Short description of trend in 3-4 bullet points]
• [Short description of trend in 3-4 bullet points]
• [Short description of trend in 3-4 bullet points]
2
[Trend 2]
• [Short description of trend in 3-4 bullet points]
• [Short description of trend in 3-4 bullet points]
• [Short description of trend in 3-4 bullet points]
3
[Trend 3]
• [Short description of trend in 3-4 bullet points]
• [Short description of trend in 3-4 bullet points]
Source: xx
Company Name
82
[Four key trends slide / Insert action title]
Icon
Icon
Icon
Icon
Trend 1
Trend 2
Trend 3
Trend 4
Short description of
trend [3-4 lines]
Short description of
trend [3-4 lines]
Short description of
trend [3-4 lines]
Short description of
trend [3-4 lines]
Footnote: 1. xx
Source: xx
Company Name
83
83
[Four key trends slide / Insert action title]
Trend
[Trend 1]
Description
Examples
• [Short description of trend in 3-4 bullet points]
• [Select examples]
• [Short description of trend in 3-4 bullet points]
• [Short description of trend in 3-4 bullet points]
• [Short description of trend in 3-4 bullet points]
[Trend 2]
• [Select examples]
• [Short description of trend in 3-4 bullet points]
• [Short description of trend in 3-4 bullet points]
• [Short description of trend in 3-4 bullet points]
[Trend 3]
• [Select examples]
• [Short description of trend in 3-4 bullet points]
• [Short description of trend in 3-4 bullet points]
• [Short description of trend in 3-4 bullet points]
[Trend 4]
• [Select examples]
• [Short description of trend in 3-4 bullet points]
• [Short description of trend in 3-4 bullet points]
Footnote: 1. xx
Source: xx
Company Name
84
[Four key trends slide / Insert action title]
• [Short description of trend in 3-4 bullet points]
1
[Trend 1]
• [Short description of trend in 3-4 bullet points]
• [Short description of trend in 3-4 bullet points]
• [Short description of trend in 3-4 bullet points]
2
[Trend 2]
• [Short description of trend in 3-4 bullet points]
• [Short description of trend in 3-4 bullet points]
• [Short description of trend in 3-4 bullet points]
3
[Trend 3]
• [Short description of trend in 3-4 bullet points]
• [Short description of trend in 3-4 bullet points]
• [Short description of trend in 3-4 bullet points]
4
[Trend 4]
• [Short description of trend in 3-4 bullet points]
• [Short description of trend in 3-4 bullet points]
Source: xx
Company Name
85
[Four key trends slide / Insert action title]
Trend 1
Trend 2
Trend 3
Trend 4
Short description of
trend [3-4 lines]
Short description of
trend [3-4 lines]
Short description of
trend [3-4 lines]
Short description of
trend [3-4 lines]
Footnote: 1. xx
Source: xx
Company Name
86
86
[Deep-dive on trend / Insert action title]
[High-level description of trend]
•
[Supporting bullet points describing details]
•
[Supporting bullet points describing details]
•
[Supporting bullet points describing details]
•
…
Footnote: 1. xx
Source: xx
Company Name
87
[Five key trends slide / Insert action title]
Trend
[Trend 1]
Description
Examples
• [Short description of trend in 2-3 bullet points]
• [Select examples]
• [Short description of trend in 2-3 bullet points]
• [Short description of trend in 2-3 bullet points]
[Trend 2]
• [Short description of trend in 2-3 bullet points]
• [Short description of trend in 2-3 bullet points]
[Trend 3]
Source: xx
• [Select examples]
• [Short description of trend in 2-3 bullet points]
• [Short description of trend in 2-3 bullet points]
[Trend 5]
• [Select examples]
• [Short description of trend in 2-3 bullet points]
• [Short description of trend in 2-3 bullet points]
[Trend 4]
• [Select examples]
• [Select examples]
• [Short description of trend in 2-3 bullet points]
Company Name
88
[Five key trends slide / Insert action title]
1
[Trend 1]
2
[Trend 2]
3
[Trend 3]
4
[Trend 4]
5
[Trend 5]
Source: xx
• [Short description of trend in 2-3 bullet points]
• [Short description of trend in 2-3 bullet points]
• [Short description of trend in 2-3 bullet points]
• [Short description of trend in 2-3 bullet points]
• [Short description of trend in 2-3 bullet points]
• [Short description of trend in 2-3 bullet points]
• [Short description of trend in 2-3 bullet points]
• [Short description of trend in 2-3 bullet points]
• [Short description of trend in 2-3 bullet points]
• [Short description of trend in 2-3 bullet points]
Company Name
89
[Five key areas slide / Insert action title]
01
02
03
04
05
[Area]:
[Area]:
[Area]:
[Area]:
[Area]:
[Description of
area]
[Description of
area]
[Description of
area]
[Description of
area]
[Description of
area]
[Description of
specific initiatives
or details, if
relevant]
[Description of
specific initiatives
or details, if
relevant]
[Description of
specific initiatives
or details, if
relevant]
[Description of
specific initiatives
or details, if
relevant]
[Description of
specific initiatives
or details, if
relevant]
Company Name
90
90
[Five key areas slide / Insert action title]
Area
Description
1
[Area 1]
[Insert description, ideally 2-4 lines]
2
[Area 1]
[Insert description, ideally 2-4 lines]
3
[Area 1]
[Insert description, ideally 2-4 lines]
4
[Area 1]
[Insert description, ideally 2-4 lines]
5
[Area 1]
[Insert description, ideally 2-4 lines]
Source: xx
Company Name
91
[Five key areas slide / Insert action title]
Area
Description
1
[Area 1]
[Insert description, ideally 2-4 lines]
2
[Area 2]
[Insert description, ideally 2-4 lines]
3
[Area 3]
[Insert description, ideally 2-4 lines]
4
[Area 4]
[Insert description, ideally 2-4 lines]
5
[Area 5]
[Insert description, ideally 2-4 lines]
Source: xx
Company Name
92
[Assessment or status overview / Insert action title]
Category
[Area/BU 1]
Key Performance Indicators
Target
Actual
Status
[insert dimension]
xx
xx
[insert status]
[insert dimension]
xx
xx
[insert status]
[insert dimension]
xx
xx
[insert status]
[insert dimension]
xx
xx
[insert status]
[insert dimension]
xx
xx
[insert status]
[insert dimension]
xx
xx
[insert status]
[insert dimension]
xx
xx
[insert status]
[Area/BU 2]
Footnote: 1. xx
Source: xx
Company Name
93
93
[Assessment or status overview / Insert action title]
[Grade 1]
[Area 1]
[Area 2]
[Area 3]
[Area 4]
[Grade 2]
[Area 5]
[Grade 3]
[Area 6]
[Dimension]
[Dimension]
[Dimension]
Footnote: 1. xx
Source: xx
Company Name
94
94
[Assessment or status overview / Insert action title]
[Parameter/dimension]
[Description of parameter/dimension]
[Parameter/dimension]
[Description of parameter/dimension]
[Parameter/dimension]
[Description of parameter/dimension]
[Parameter/dimension]
[Description of parameter/dimension]
[Parameter/dimension]
[Description of parameter/dimension]
[Parameter/dimension]
[Description of parameter/dimension]
[Parameter/dimension]
[Description of parameter/dimension]
[Parameter/dimension]
[Description of parameter/dimension]
[Parameter/dimension]
[Description of parameter/dimension]
[Parameter/dimension]
[Description of parameter/dimension]
Source: xx
Company Name
95
[Assessment or status overview / Insert action title]
[Category 1]
A
[Parameter/
dimension]
Description
[Parameter]
[Description of parameter/dimension]
[Category 2]
Assessment of [parameters/dimensions e.g. risks]
Likelihood
of [insert]
A
High
B
[Parameter]
[Category 3]
[Description of parameter/dimension]
D
C
[Parameter]
C
[Description of parameter/dimension]
E
D
[Parameter]
[Description of parameter/dimension]
E
[Parameter]
[Description of parameter/dimension]
F
[Parameter]
[Description of parameter/dimension]
G
[Parameter]
[Description of parameter/dimension]
G
F
B
Low
Low
Source: xx
High
Impact of [insert]
Company Name
96
[Deep-dive on actions or initiatives / Insert action title]
[Category 1]
Risks
Description
A
[Parameter]
• [Description of associated actions/initiatives]
B
[Parameter]
• [Description of associated actions/initiatives]
C
[Parameter]
• [Description of associated actions/initiatives]
D
[Parameter]
• [Description of associated actions/initiatives]
E
[Parameter]
• [Description of associated actions/initiatives]
F
[Parameter]
• [Description of associated actions/initiatives]
G
[Parameter]
• [Description of associated actions/initiatives]
Source: xx
[Category 2]
[Category 3]
Company Name
97
[Assessment or status overview / Insert action title]
[Grade 1]
[Insert area 1]
[Insert area 2]
[Insert area 3]
Source: xx
Assessment parameter
Unit
[Insert parameter]
[Grade 2]
[Grade 3]
[Grade 4]
[Insert category 1]
[Insert category 2]
[Insert category 3]
[Insert unit]
[Insert data point]
[Insert data point]
[Insert data point]
[Insert parameter]
[Insert unit]
[Insert data point]
[Insert data point]
[Insert data point]
[Insert parameter]
[Insert unit]
[Insert data point]
[Insert data point]
[Insert data point]
[Insert parameter]
[Insert unit]
[Insert data point]
[Insert data point]
[Insert data point]
[Insert parameter]
[Insert unit]
[Insert data point]
[Insert data point]
[Insert data point]
[Insert parameter]
[Insert unit]
[Insert data point]
[Insert data point]
[Insert data point]
[Insert parameter]
[Insert unit]
[Insert data point]
[Insert data point]
[Insert data point]
[Insert parameter]
[Insert unit]
[Insert data point]
[Insert data point]
[Insert data point]
[Insert parameter]
[Insert unit]
[Insert data point]
[Insert data point]
[Insert data point]
[Insert parameter]
[Insert unit]
[Insert data point]
[Insert data point]
[Insert data point]
Company Name
98
[Option evaluation slide / Insert action title]
Option for [insert]
Pros
Cons
[Option 1]
[Option 2]
[Option 3]
[Option 4]
[Option 5]
[Insert description]
[Insert description]
[Insert description]
[Insert description]
[Insert description]
• [Insert pros]
• [Insert pros]
• [Insert pros]
• [Insert pros]
• [Insert pros]
• [Insert pros]
• [Insert pros]
• [Insert pros]
• [Insert pros]
• [Insert pros]
• [Insert pros]
• [Insert pros]
• [Insert pros]
• [Insert pros]
• [Insert pros]
• [Insert cons]
• [Insert cons]
• [Insert cons]
• [Insert cons]
• [Insert cons]
• [Insert cons]
• [Insert cons]
• [Insert cons]
• [Insert cons]
• [Insert cons]
• [Insert cons]
• [Insert cons]
• [Insert cons]
• [Insert cons]
• [Insert cons]
[Insert description]
[Insert description]
[Insert description]
[Insert description]
[Insert description]
[Parameter 1]
[Parameter 2]
[Parameter 3]
[Parameter 4]
Source: xx
Company Name
99
[Option evaluation slide / Insert action title]
[Insert vendor logo]
[Insert vendor logo]
[Insert vendor logo]
[Insert vendor logo]
[Insert evaluation parameter]
[Insert score, e.g from
1-10]
[Insert score]
[Insert score]
[Insert score]
[Insert evaluation parameter]
[Insert score]
[Insert score]
[Insert score]
[Insert score]
[Insert evaluation parameter]
[Insert score]
[Insert score]
[Insert score]
[Insert score]
[Insert evaluation parameter]
[Insert score]
[Insert score]
[Insert score]
[Insert score]
[Insert evaluation parameter]
[Insert score]
[Insert score]
[Insert score]
[Insert score]
Total score
[Insert score]
[Insert score]
[Insert score]
[Insert score]
Footnote: 1. xx
Source: xx
Company Name
100
[Option evaluation slide for build – buy (or other dimensions) /
Insert action title]
[Insert area 1]
Build
[Insert area 2]
Buy
Build
[Insert area 3]
Buy
Build
[Insert area 4]
Buy
Build
Buy
•
[Insert considerations]
•
[Insert considerations]
•
[Insert considerations]
•
[Insert considerations]
•
[Insert considerations]
•
[Insert considerations]
•
[Insert considerations]
•
[Insert considerations]
Options:
[Insert vendor logos]
Source: xx
Options:
[Insert vendor logos]
Options:
[Insert vendor logos]
Options:
[Insert vendor logos]
Company Name
101
[Assessment conclusion slide / Insert action title]
Assessment parameter
Key rationale for choosing [insert ]
• [Insert arguments for choosing xx/where xx strengths are within area 1]
[Insert area 1]
• [Insert arguments for choosing xx/where xx strengths are within area 1]
• [Insert arguments for choosing xx/where xx strengths are within area 1]
• [Insert arguments for choosing xx/where xx strengths are within area 2]
[Insert area 2]
• [Insert arguments for choosing xx/where xx strengths are within area 2]
• [Insert arguments for choosing xx/where xx strengths are within area 2]
• [Insert arguments for choosing xx/where xx strengths are within area 3]
[Insert area 3]
• [Insert arguments for choosing xx/where xx strengths are within area 3]
• [Insert arguments for choosing xx/where xx strengths are within area 3]
Source: xx
Company Name
102
[Competitor overview / Insert action title]
Competitor
Description
Market share
Strategy
Overall assessment
[Competitor logo]
• [Insert 1-2 bullet points describing main focus, geos etc.]
• [Insert 1-2 bullet points describing main focus, geos etc.]
~xx %
[Insert overall assessment]
[Competitor logo]
• [Insert 1-2 bullet points describing main focus, geos etc.]
• [Insert 1-2 bullet points describing main focus, geos etc.]
~xx %
[Insert overall assessment]
[Competitor logo]
• [Insert 1-2 bullet points describing main focus, geos etc.]
• [Insert 1-2 bullet points describing main focus, geos etc.]
~xx %
[Insert overall assessment]
[Competitor logo]
• [Insert 1-2 bullet points describing main focus, geos etc.]
• [Insert 1-2 bullet points describing main focus, geos etc.]
~xx %
[Insert overall assessment]
[Competitor logo]
• [Insert 1-2 bullet points describing main focus, geos etc.]
• [Insert 1-2 bullet points describing main focus, geos etc.]
~xx %
[Insert overall assessment]
[Competitor logo]
• [Insert 1-2 bullet points describing main focus, geos etc.]
• [Insert 1-2 bullet points describing main focus, geos etc.]
~xx %
[Insert overall assessment]
[Competitor logo]
• [Insert 1-2 bullet points describing main focus, geos etc.]
• [Insert 1-2 bullet points describing main focus, geos etc.]
~xx %
[Insert overall assessment]
Source: xx
Company Name
103
[Competitor overview / Insert action title]
Competitor
Description
[Competitor logo]
• [Insert 1-2 bullet points describing main focus, geos etc.]
• [Insert 1-2 bullet points describing main focus, geos etc.]
[Competitor logo]
• [Insert 1-2 bullet points describing main focus, geos etc.]
• [Insert 1-2 bullet points describing main focus, geos etc.]
[Competitor logo]
• [Insert 1-2 bullet points describing main focus, geos etc.]
• [Insert 1-2 bullet points describing main focus, geos etc.]
[Competitor logo]
• [Insert 1-2 bullet points describing main focus, geos etc.]
• [Insert 1-2 bullet points describing main focus, geos etc.]
[Competitor logo]
• [Insert 1-2 bullet points describing main focus, geos etc.]
• [Insert 1-2 bullet points describing main focus, geos etc.]
[Competitor logo]
• [Insert 1-2 bullet points describing main focus, geos etc.]
• [Insert 1-2 bullet points describing main focus, geos etc.]
[Competitor logo]
• [Insert 1-2 bullet points describing main focus, geos etc.]
• [Insert 1-2 bullet points describing main focus, geos etc.]
Source: xx
Revenue and profit 20xx, [Unit]
CAGR 20xx-20xx
324
45
301
39
288
48
230
25
170
19
155
23
123
12
~xx %
~xx %
~xx %
~xx %
~xx %
~xx %
~xx %
Company Name
104
[Competitor overview / Insert action title]
Competitor
Revenue
EBIT
Profit
Market share
NPS
CAGR 20xx-20xx
[Competitor logo]
xx [currency]
xx [currency]
xx [currency]
~xx %
xx
~xx %
[Competitor logo]
xx [currency]
xx [currency]
xx [currency]
~xx %
xx
~xx %
[Competitor logo]
xx [currency]
xx [currency]
xx [currency]
~xx %
xx
~xx %
[Competitor logo]
xx [currency]
xx [currency]
xx [currency]
~xx %
xx
~xx %
[Competitor logo]
xx [currency]
xx [currency]
xx [currency]
~xx %
xx
~xx %
[Competitor logo]
xx [currency]
xx [currency]
xx [currency]
~xx %
xx
~xx %
[Competitor logo]
xx [currency]
xx [currency]
xx [currency]
~xx %
xx
~xx %
Source: xx
Company Name
105
[Competitor overview with heatmap / Insert action title]
Competitor
Revenue
EBIT
Profit
Market share
NPS
CAGR 20xx-20xx
[Competitor logo]
xx [currency]
xx [currency]
xx [currency]
~xx %
xx
~xx %
[Competitor logo]
xx [currency]
xx [currency]
xx [currency]
~xx %
xx
~xx %
[Competitor logo]
xx [currency]
xx [currency]
xx [currency]
~xx %
xx
~xx %
[Competitor logo]
xx [currency]
xx [currency]
xx [currency]
~xx %
xx
~xx %
[Competitor logo]
xx [currency]
xx [currency]
xx [currency]
~xx %
xx
~xx %
[Competitor logo]
xx [currency]
xx [currency]
xx [currency]
~xx %
xx
~xx %
[Competitor logo]
xx [currency]
xx [currency]
xx [currency]
~xx %
xx
~xx %
Source: xx
Company Name
106
[Competitor overview / Insert action title]
Competitor A
Competitor B
Competitor C
Competitor D
Competitor E
xx [currency]
xx [currency]
xx [currency]
xx [currency]
xx [currency]
~xx %
~xx %
~xx %
~xx %
~xx %
Strategy
[Insert high-level
strategy]
[Insert high-level
strategy]
[Insert high-level
strategy]
[Insert high-level
strategy]
[Insert high-level
strategy]
Strengths
[Insert key strengths]
[Insert key strengths]
[Insert key strengths]
[Insert key strengths]
[Insert key strengths]
Weaknesses
[Insert key
weaknesses]
[Insert key
weaknesses]
[Insert key
weaknesses]
[Insert key
weaknesses]
[Insert key
weaknesses]
Revenue
Market share
Perceived
threat
Source: xx
Company Name
107
[Competitor positioning slide / Insert action title]
[Description]
[Key takeaways]
10
Competitor 3
Competitor 1
9
8
Competitor 2
[Dimension 2]
7
•
[Short description and most
important takeaways]
•
[Short description and most
important takeaways]
•
[Short description and most
important takeaways]
•
…
Competitor 7
6
Competitor 4
5
Competitor 6
4
3
Competitor 5
Company
2
1
0
0
2
4
6
8
10
[Dimension 1]
Footnote: 1. xx
Source: xx
Company Name
108
[Competitor matrix slide / Insert action title]
[Description]
[Key takeaways]
12%
Challengers
Market leaders
Competitor 5
10%
Competitor 6
Revenue Growth
Company
Competitor 7
•
[Short description and most
important takeaways]
•
[Short description and most
important takeaways]
•
[Short description and most
important takeaways]
•
…
Competitor 2
8%
Competitor 3
6%
4%
Competitor 4
Competitor 1
2%
Laggards
Incumbents
0%
0%
5%
10%
15%
20%
25%
30%
Market Share
Footnote: 1. xx
Source: xx
Company Name
109
[Value proposition comparison slide / Insert action title]
Assessment of company value proposition versus competitors
Customer buying criteria
Price
1
2
3
4
5
Main findings
Company
•
[Insert main findings]
Peer group
Ranking by importance to customer
Brand
Delivery
Customer service
Range of products
[Buying criteria X]
[Buying criteria X]
[Buying criteria X]
[Buying criteria X]
Source: xx
Company Name
110
[Product comparison table, detailed / Insert action title]
[Group 1]
[Group 2]
[Group 3]
[logo]
[logo]
[logo]
[logo]
[logo]
[logo]
[logo]
[logo]
[parameter 1, e.g.
main value prop]
xx
xx
xx
xx
xx
xx
xx
xx
[parameter 2, e.g.
customer group]
xx
xx
xx
xx
xx
xx
xx
xx
[parameter 3, e.g.
price]
xx
xx
xx
xx
xx
xx
xx
xx
[feature]
✔
�
�
✔
✔
✔
�
�
[feature]
�
✔
�
�
✔
✔
�
�
[feature]
✔
�
�
✔
✔
✔
�
�
[feature]
✔
�
�
✔
✔
✔
�
�
[feature]
✔
✔
✔
✔
✔
✔
�
✔
Revenue
(202x, currency)
xx
xx
xx
xx
xx
xx
xx
xx
Gross profit (202x,
currency))
xx
xx
xx
xx
xx
xx
xx
xx
EBIT
(202x, currency)
xx
xx
xx
xx
xx
xx
xx
xx
[parameter 4, e.g.
customer ratings]
xx
xx
xx
xx
xx
xx
xx
xx
Addons
Source: xx
Company Name
111
[Project or governance structure / Insert action title]
[Insert team/role]
[Insert team/role]
•
[Name 1, title, BU/division/role] (chair)
•
[Name 4, title, BU/division/role]
•
[Name 1, title, BU/division/role]
•
[Name 2, title, BU/division/role]
•
[Name 5, title, BU/division/role]
•
[Name 2, title, BU/division/role]
•
[Name 3, title, BU/division/role]
•
[Name 6, title, BU/division/role]
•
[Name 3, title, BU/division/role]
[Insert team/role]
•
[Name 1, title, BU/division/role] (lead)
•
[Name 2, title, BU/division/role]
•
[Name 3, title, BU/division/role]
[Insert team/role]
[Insert team/role]
•
[Name 1, title, BU/division/role]
•
[Name 4, title, BU/division/role]
•
[Group 1]
•
[Name 2, title, BU/division/role]
•
[Name 5, title, BU/division/role]
•
[Group 2]
•
[Name 3, title, BU/division/role]
•
[Name 6, title, BU/division/role]
•
[Group 3]
Source: xx
Company Name
112
[Organizational chart / Insert action title]
[Name/title/role]
[Name/title/role]
[Name/title/role]
[Name/title/role]
[Name/title/role]
[Name/title/role]
[Name/title/role]
[Name/title/role]
[Name/title/role]
[Name/title/role]
[Name/title/role]
[Name/title/role]
[Name/title/role]
[Name/title/role]
[Name/title/role]
[Name/title/role]
[Name/title/role]
[Name/title/role]
[Name/title/role]
[Name/title/role]
[Name/title/role]
[Name/title/role]
Footnote: 1. xx
Source: xx
Company Name
113
[Project team / Insert action title]
• [Insert main decisions and responsibilities]
Steering committee
[Name], [Name], [Name]
Integration Officer
Lead: [Name]
[Role]: [Name]
• [Insert main decisions and responsibilities]
• [Insert expected time commitment]
• [Insert main decisions and responsibilities]
• [Insert main decisions and responsibilities]
• [Insert expected time commitment]
Tracks
1
2
3
4
5
6
[Workstream/track]
[Workstream/track]
[Workstream/track]
[Workstream/track]
[Workstream/track]
[Workstream/track]
Owner: [Name]
Owner: [Name]
Owner: [Name]
Owner: [Name]
Owner: [Name]
Owner: [Name]
Footnote: 1. xx
Source: xx
Company Name
114
[Project team or functions / Insert action title]
[Insert name/title]
[Insert description
of role /
responsibilities]
[Insert name/title]
[Insert name/title]
[Insert name/title]
[Insert name/title]
[Insert name/title]
[Insert description
of role /
responsibilities]
[Insert description
of role /
responsibilities]
[Insert description
of role /
responsibilities]
[Insert description
of role /
responsibilities]
[Insert description
of role /
responsibilities]
Footnote: 1. xx
Source: xx
Company Name
115
[Team chart / Insert action title]
[Type of role, if relevant]
[Project]
Team
[Type of role, if relevant]
[Insert function e.g.
leadership]
[Insert function]
[Insert function]
[Insert function]
[Insert function]
[Insert function]
[Insert description]
[Insert description]
[Insert description]
[Insert description]
[Insert description]
[Insert description]
[Insert role]
[Insert role]
[Insert role]
[Insert role]
[Insert role]
[Insert role]
[Insert role]
[Insert role]
[Insert role]
[Insert role]
[Insert role]
[Insert role]
[Insert role]
[Insert role]
[Insert role]
[Insert role]
[Insert role]
[Insert role]
[Insert role]
[Insert role]
Footnote: 1. xx
Source: xx
Company Name
116
[Issue tree / Insert action title]
[Underlying drivers]
[Secondary drivers of issue]
[Underlying drivers]
[Main drivers
of issue]
[Underlying drivers]
[Secondary drivers of issue]
[Underlying drivers]
[Main issue]
[Underlying drivers]
[Secondary drivers of issue]
[Underlying drivers]
[Main drivers
of issue]
[Underlying drivers]
[Secondary drivers of issue]
[Underlying drivers]
Footnote: 1. xx
Source: xx
Company Name
117
[Decision tree / Insert action title]
[Main question]
[Insert descriptive text, if
relevant]
Yes
No
[Question]
Yes
[Conclusion]
[Insert descriptive text, if
relevant]
[Question]
No
Yes
[Conclusion]
[Conclusion]
No
[Conclusion]
[Insert descriptive text, if
relevant]
[Insert main conclusion or takeaway]
Footnote: 1. xx
Source: xx
Company Name
118
[Three state process slide / Insert action title]
Where we aspire to be
Where we are
Where we were
[Main description]
[Main description]
[Main description]
•
[Key facts and data points]
•
[Key facts and data points]
•
[Key facts and data points]
•
[Key facts and data points]
•
[Key facts and data points]
•
[Key facts and data points]
•
[Key facts and data points]
•
[Key facts and data points]
•
[Key facts and data points]
•
[Key facts and data points]
•
[Key facts and data points]
•
[Key facts and data points]
•
…
•
…
•
…
Footnote: 1. xx
Source: xx
Company Name
119
[Process overview / Insert action title]
Phase 1
Phase 2
[Insert phase name]
Phase 3
[Insert phase name]
Phase 4
[Insert phase name]
Phase 5
[Insert phase name]
[Insert phase name]
1. [Insert key activity]
1. [Insert key activity]
1. [Insert key activity]
1. [Insert key activity]
1. [Insert key activity]
2. [Insert key activity]
2. [Insert key activity]
2. [Insert key activity]
2. [Insert key activity]
2. [Insert key activity]
3. [Insert key activity]
3. [Insert key activity]
3. [Insert key activity]
3. [Insert key activity]
3. [Insert key activity]
4. [Insert key activity]
4. [Insert key activity]
4. [Insert key activity]
4. [Insert key activity]
4. [Insert key activity]
5. [Insert key activity]
5. [Insert key activity]
5. [Insert key activity]
5. [Insert key activity]
5. [Insert key activity]
6. …
6. …
6. …
6. …
6. …
Footnote: 1. xx
Source: xx
Company Name
120
[Process overview with highlight / Insert action title]
Phase 1
Phase 2
[Insert phase name]
Phase 3
[Insert phase name]
Phase 4
[Insert phase name]
Phase 5
[Insert phase name]
[Insert phase name]
1. [Insert key activity]
1. [Insert key activity]
1. [Insert key activity]
1. [Insert key activity]
1. [Insert key activity]
2. [Insert key activity]
2. [Insert key activity]
2. [Insert key activity]
2. [Insert key activity]
2. [Insert key activity]
3. [Insert key activity]
3. [Insert key activity]
3. [Insert key activity]
3. [Insert key activity]
3. [Insert key activity]
4. [Insert key activity]
4. [Insert key activity]
4. [Insert key activity]
4. [Insert key activity]
4. [Insert key activity]
5. [Insert key activity]
5. [Insert key activity]
5. [Insert key activity]
5. [Insert key activity]
5. [Insert key activity]
6. …
6. …
6. …
6. …
6. …
Footnote: 1. xx
Source: xx
Company Name
121
[Process overview / Insert action title]
Phase 1
Phase 2
Phase 3
Phase 4
Phase 5
[Insert main
description]
[Insert main
description]
[Insert main
description]
[Insert main
description]
[Insert main
description]
[Insert longer text
description]
[Insert longer text
description]
[Insert longer text
description]
[Insert longer text
description]
[Insert longer text
description]
Footnote: 1. xx
Source: xx
Company Name
122
[Linear process overview / Insert action title]
1
2
3
4
5
[Main
description]
[Main
description]
[Main
description]
[Main
description]
[Main
description]
[Insert longer text
description]
[Insert longer text
description]
[Insert longer text
description]
[Insert longer text
description]
[Insert longer text
description]
Footnote: 1. xx
Source: xx
Company Name
123
[Circular process overview / Insert action title]
Step 1
[Insert text description with
main activity/purpose of step]
Step 4
[Insert text description with
main activity/purpose of step]
Step 2
[Insert text description with
main activity/purpose of step]
Step 3
[Insert text description with
main activity/purpose of step]
Footnote: 1. xx
Source: xx
Company Name
124
[Circular process overview / Insert action title]
Step 1
1
[Insert text description with
main activity/purpose of step]
Step 6
2
6
Step 2
[Insert text description with main
activity/purpose of step]
3
[Insert text description with main
activity/purpose of step]
Step 3
[Insert text description with main
activity/purpose of step]
Step 5
[Insert text description with main
activity/purpose of step]
5
4
Step 4
[Insert text description with main
activity/purpose of step]
Footnote: 1. xx
Source: xx
Company Name
125
START
[Path overview / Insert action title]
1
[Insert text]
8
[Insert text]
[Insert text]
7
[Insert text]
10
[Insert text]
3
[Insert text]
6
[Insert text]
11
[Insert text]
4
[Insert text]
5
[Insert text]
12
END
9
[Insert text]
2
[Insert text]
Footnote: 1. xx
Source: xx
Company Name
126
[Customer journey with pain points / Insert action title]
[Step 1]
[Step 2]
[Insert pain point]
[Insert pain point]
[Insert pain point]
[Step 3]
[Insert pain point]
[Insert pain point]
[Insert pain point]
[Insert pain point]
[Step 4]
[Insert pain point]
[Insert pain point]
[Insert pain point]
[Insert pain point]
[Step 5]
[Insert pain point]
[Insert pain point]
[Insert pain point]
[Insert pain point]
[Insert pain point]
[Insert pain point]
[Insert pain point]
[Insert pain point]
[Insert pain point]
Footnote: 1. xx
Source: xx
Company Name
127
[Customer journey with touchpoints / Insert action title]
[Touchpoint]
[Touchpoint]
[Touchpoint]
[Touchpoint]
[Touchpoint]
[Touchpoint]
[Touchpoint]
[Touchpoint]
[Step 1]
[Step 2]
[Touchpoint]
[Step 3]
[Touchpoint]
[Touchpoint]
[Touchpoint]
Footnote: 1. xx
Source: xx
[Step 5]
[Touchpoint]
[Touchpoint]
[Touchpoint]
[Step 4]
[Touchpoint]
[Touchpoint]
Company Name
128
[Customer journey with touchpoints / Insert action title]
Step 1
Step 2
Step 3
Step 4
[Insert description]
[Insert description]
[Insert description]
[Insert description]
Needs and
expectations
Touchpoint
Touchpoint
Touchpoint
Touchpoint
Touchpoint
Touchpoint
Touchpoint
Touchpoint
Touchpoint
Touchpoint
Touchpoint
Touchpoint
Touchpoint
Key
takeaways
• [Insert key takeaways]
• [Insert key takeaways]
• [Insert key takeaways]
• [Insert key takeaways]
• [Insert key takeaways]
• [Insert key takeaways]
• [Insert key takeaways]
• [Insert key takeaways]
Footnote: 1. xx
Source: xx
Company Name
129
[Hypothesis overview slide / Insert action title]
Area
1
Hypothesis
1.1 [Hypothesis on market size, growth, profitability, competitors, trends, dynamics of existing and new markets/segments]
[Area 1 e.g.
market]
1.2 [Hypothesis on market size, growth, profitability, competitors, trends, dynamics of existing and new markets/segments]
1.3 [Hypothesis on market size, growth, profitability, competitors, trends, dynamics of existing and new markets/segments]
2
2.1 [Hypothesis on core financials, revenue/basket distribution, value proposition, customer retention, satisfaction, key account relations]
[Area 2 e.g.
company]
2.2 [Hypothesis on core financials, revenue/basket distribution, value proposition, customer retention, satisfaction, key account relations]
2.3 [Hypothesis on core financials, revenue/basket distribution, value proposition, customer retention, satisfaction, key account relations]
3
3.1 [Hypothesis on business strategy, growth, improvements, financial projections, capabilities, management strength, synergies]
[Area 3 e.g.
business plan]
3.2 [Hypothesis on business strategy, growth, improvements, financial projections, capabilities, management strength, synergies]
3.3 [Hypothesis on business strategy, growth, improvements, financial projections, capabilities, management strength, synergies]
Footnote: 1. xx
Source: xx
Company Name
130
[Hypothesis deep-dive slide / Insert action title]
Hypothesis
Analysis to validate
Data sources
[Insert potential data sources e.g. desktop research, interviews with
industry experts etc.]
1.1
[Hypothesis
1.1]
[Insert potential data sources e.g. desktop research, interviews with
industry experts etc.]
[Insert potential data sources e.g. desktop research, interviews with
industry experts etc.]
[Insert potential data sources e.g. desktop research, interviews with
industry experts etc.]
1.2
[Hypothesis
1.2]
[Insert potential data sources e.g. desktop research, interviews with
industry experts etc.]
[Insert potential data sources e.g. desktop research, interviews with
industry experts etc.]
[Insert potential data sources e.g. desktop research, interviews with
industry experts etc.]
1.3
[Hypothesis
1.3]
[Insert potential data sources e.g. desktop research, interviews with
industry experts etc.]
[Insert potential data sources e.g. desktop research, interviews with
industry experts etc.]
Footnote: 1. xx
Source: xx
Company Name
131
[Hypothesis evaluation slide / Insert action title]
Area
1
[Area 1 e.g.
market]
2
[Area 2 e.g.
company]
3
[Area 3 e.g.
business plan]
Hypothesis
Confirmation
1.1 [Previously defined hypothesis]
✓
1.2 [Previously defined hypothesis]
✓
1.3 [Previously defined hypothesis]
✓
2.1 [Previously defined hypothesis]
✓
2.2 [Previously defined hypothesis]
╳
2.3 [Previously defined hypothesis]
╳
3.1 [Previously defined hypothesis]
✓
3.2 [Previously defined hypothesis]
╳
3.3 [Previously defined hypothesis]
✓
Certainty
Footnote: 1. xx
Source: xx
Company Name
132
Low willingness
[M&A target list slide / Insert action title]
Expected
willingness to
sell
High willingness
Revenue,
[currency]
Profit margin
([unit])
Key
geographies
Number of
employees
[Target 1]
xx
xx%
[Insert geos]
xx
[Insert strategic rationale]
[Target 2]
xx
xx%
[Insert geos]
xx
[Insert strategic rationale]
[Target 3]
xx
xx%
[Insert geos]
xx
[Insert strategic rationale]
[Target 4]
xx
xx%
[Insert geos]
xx
[Insert strategic rationale]
[Target 5]
xx
xx%
[Insert geos]
xx
[Insert strategic rationale]
[Target 6]
xx
xx%
[Insert geos]
xx
[Insert strategic rationale]
[Target 7]
xx
xx%
[Insert geos]
xx
[Insert strategic rationale]
Target
Source: xx
Strategic rationale
Company Name
133
[M&A comparison slide / Insert action title]
Category
Buyer
Target
Competitor 1
Competitor 2
Competitor 3
Competitor 4
[Category 1]
Limited
✓
✓
✓
✓
╳
[Category 2]
✓
✓
✓
╳
╳
✓
[Category 3]
✓
╳
╳
╳
✓
✓
[Category 4]
✓
╳
✓
✓
✓
✓
[Category 5]
✓
╳
╳
✓
✓
✓
[Category 6]
Limited
╳
╳
╳
╳
╳
[Category 7]
✓
╳
✓
✓
✓
✓
[Category 8]
✓
╳
╳
✓
╳
✓
Footnote: 1. xx
Source: xx
Company Name
134
[Synergy overview slide / Insert action title]
Synergies
Potential, [currency]
Rationale
[Area 1]
xx
[Rationale for synergy potential – include key assumptions]
[Area 2]
xx
[Rationale for synergy potential – include key assumptions]
[Area 3]
xx
[Rationale for synergy potential – include key assumptions]
[Area 4]
xx
[Rationale for synergy potential – include key assumptions]
[Area 5]
xx
[Rationale for synergy potential – include key assumptions]
[Area 6]
xx
[Rationale for synergy potential – include key assumptions]
Total
xx
[Rationale for synergy potential – include key assumptions]
Footnote: 1. xx
Source: xx
Company Name
135
[Three key strategic areas slide / Insert action title]
[Area/strategic pillar 1]
[Area/strategic pillar 2]
[Area/strategic pillar 3]
[Short description of area/pillar
etc. Ideally kept at 3-4 four
lines of text]
[Short description of area/pillar
etc. Ideally kept at 3-4 four
lines of text]
[Short description of area/pillar
etc. Ideally kept at 3-4 four
lines of text]
Footnote: 1. xx
Source: xx
Company Name
136
13
6
[Initiatives or sub-points slide / Insert action title]
[Type 1]
[Area/pillar 1]
[Area/pillar 2]
[Type 2]
[Type 3]
[Area/pillar 3]
1
[Initiative 1]
6
[Initiative 7]
10 [Initiative 11]
2
[Initiative 2]
7
[Initiative 8]
11
3
[Initiative 3]
8
[Initiative 9]
12 [Initiative 13]
4
[Initiative 4]
9
[Initiative 10]
13 [Initiative 14]
5
[Initiative 5]
[Initiative 12]
14 [Initiative 15]
Footnote: 1. xx
Source: xx
Company Name
137
13
7
[Overview of initiatives slide / Insert action title]
Area
[Objective/
strategic area]
[Objective/
strategic area]
[Objective/
strategic area]
Suggested initiatives
1
[Insert initiative]: [Description]
2
[Insert initiative]: [Description]
3
[Insert initiative]: [Description]
4
[Insert initiative]: [Description]
5
[Insert initiative]: [Description]
6
[Insert initiative]: [Description]
7
[Insert initiative]: [Description]
8
[Insert initiative]: [Description]
9
[Insert initiative]: [Description]
10
[Insert initiative]: [Description]
11
[Insert initiative]: [Description]
Footnote: 1. xx
Source: xx
Company Name
138
[Initiatives or sub-points slide / Insert action title]
[Category 1]
Initiatives:
• [Initiative 1]
• [Initiative 2]
• [Initiative 3]
[Outcome]: xx [currency]
[Category 2]
Initiatives:
• [Initiative 1]
• [Initiative 2]
• [Initiative 3]
[Outcome]: xx [currency]
[Category 3]
Initiatives:
• [Initiative 1]
• [Initiative 2]
• [Initiative 3]
[Outcome]: xx [currency]
Footnote: 1. xx
Source: xx
Company Name
139
We will start by [insert action] and then [insert action]
[Category e.g. customer segment]
•
•
•
•
[Description of area/category, e.g. customer segment]
…
…
…
[Category e.g. customer segment]
•
•
•
•
[Description of area/category, e.g. customer segment]
…
…
…
[Category e.g. customer segment]
•
•
•
•
[Description of area/category, e.g. customer segment]
…
…
…
[Category e.g. customer segment]
•
•
•
•
[Description of area/category, e.g. customer segment]
…
…
…
Source: xx
•
•
•
•
•
[Action 1]
[Action 2]
[Action 3]
…
…
•
•
•
•
•
[Action 1]
[Action 2]
[Action 3]
…
…
•
•
•
•
•
[Action 1]
[Action 2]
[Action 3]
…
…
•
•
•
•
•
[Action 1]
[Action 2]
[Action 3]
…
…
Company Name
140
140
Findings and recommendations
[Overview of levers or actions and outcomes / Insert action title]
A
B
[Area/group 1]
C
[Area/group 2]
[Area/group 3]
[Lever/action/
initiative]
[Lever/action/
initiative]
[Lever/action/
initiative]
[Lever/action/
initiative]
[Lever/action/
initiative]
[Lever/action/
initiative]
[Outcome]
[Outcome]
[Outcome]
[Outcome]
[Outcome]
[Outcome]
Footnote: 1. xx
Source: xx
Company Name
141
[Findings and recommendations summary / Insert action title]
Key findings
Recommendations
•
[Insert key finding]
•
[Insert main recommendation]
•
[Insert key finding]
•
[Insert main recommendation]
•
[Insert key finding]
•
[Insert main recommendation]
•
…
•
[Insert sub-steps, if relevant]
•
[Insert sub-steps, if relevant]
•
…
[Insert main finding or quantitative potential]
Footnote: 1. xx
Source: xx
Company Name
142
[Challenges and solutions summary / Insert action title]
Challenges
Solutions
1
[Insert description of key challenge]
[Insert description of main solution points]
1
[Insert description of key challenge]
[Insert description of main solution points]
1
[Insert description of key challenge]
[Insert description of main solution points]
Footnote: 1. xx
Source: xx
Company Name
143
[Challenges and solutions summary / Insert action title]
Challenges
Solutions
[Insert description of key challenge]
[Insert description of main solution points]
[Insert description of key challenge]
[Insert description of main solution points]
[Insert description of key challenge]
[Insert description of main solution points]
[Insert description of key challenge]
[Insert description of main solution points]
[Insert description of key challenge]
[Insert description of main solution points]
Footnote: 1. xx
Source: xx
Company Name
144
[Customer analysis slide / Insert action title]
Customer segments and key characteristics:
Segment
[Segment 1]
[Segment 2]
[Segment 3]
[Segment 4]
Source: xx
Overview of customer type
•
[Description]
•
…
•
…
•
[Description]
•
…
•
…
•
[Description]
•
…
•
…
•
[Description]
•
…
•
…
Number of
customers
Sales per year
[…]
[…]
xx
xx
…
…
xx
xx
…
…
xx
xx
…
…
xx
xx
…
…
[…]
Company Name
145
[Customer needs slide / Insert action title]
We interviewed [x] customers split among our top three segments:
[Segment 1]
[Segment 2]
[Segment 3]
Pain points
[Summary of pain points
in e.g. quotes or bullets]
[Summary of pain points]
[Summary of pain points]
[Product]
needs
[Summary of needs in
e.g. quotes or bullets]
[Summary of needs]
[Summary of needs]
Pricing
[Summary of pricing
sensitivity or similar in
e.g. quotes or bullets]
[Summary of pricing
sensitivity or similar]
[Summary of pricing
sensitivity or similar]
Footnote: 1. xx
Source: xx
Company Name
146
[Scenario slide with geos / Insert action title]
Strategic
approach
A
B
C
[Insert scenario 1]
[Insert scenario 2]
[Insert scenario 3]
• [Insert description of strategy]
• [Insert description of strategy]
• [Insert description of strategy]
Geographic
footprint
Footnote: 1. xx
Source: xx
Company Name
147
[Five box text slide with key points / Insert action title]
A
[Insert text]
[Insert key point]
Source: xx
B
[Insert text]
[Insert key point]
C
[Insert text]
[Insert key point]
D
[Insert text]
[Insert key point]
E
[Insert text]
[Insert key point]
Company Name
148
[Five box text slide with key points / Insert action title]
A
B
C
D
E
[Insert headline]
[Insert headline]
[Insert headline]
[Insert headline]
[Insert headline]
[Insert text]
[Insert text]
[Insert text]
[Insert text]
[Insert text]
[Insert key point]
Source: xx
[Insert key point]
[Insert key point]
[Insert key point]
[Insert key point]
Company Name
149
[Honeycomb overview / Insert action title]
[Insert headline]
• [Insert text]
• [Insert text]
• [Insert text]
[Insert headline]
• [Insert text]
• [Insert text]
• [Insert text]
[Insert headline]
• [Insert text]
• [Insert text]
• [Insert text]
[Insert area
(or icon)]
[Insert area
(or icon)]
[Insert area
(or icon)]
[Insert
main area]
[Insert area
(or icon)]
[Insert area
(or icon)]
[Insert area
(or icon)]
[Insert headline]
• [Insert text]
• [Insert text]
• [Insert text]
[Insert headline]
• [Insert text]
• [Insert text]
• [Insert text]
[Insert headline]
• [Insert text]
• [Insert text]
• [Insert text]
Footnote: 1. xx
Source: xx
Company Name
150
[Overview of areas / Insert action title]
•
•
•
•
A
B
C
D
E
F
G
[Area 1]
[Area 2]
[Area 3]
[Area 4]
[Area 5]
[Area 6]
[Area 7]
[Description]
[Description]
[Description]
…
•
•
•
•
[Description]
[Description]
[Description]
…
•
•
•
•
[Description]
[Description]
[Description]
…
•
•
•
•
[Description]
[Description]
[Description]
…
•
•
•
•
[Description]
[Description]
[Description]
…
•
•
•
•
[Description]
[Description]
[Description]
…
•
•
•
•
[Description]
[Description]
[Description]
…
[Insert call-out, if
relevant]
Footnote: 1. xx
Source: xx
Company Name
151
[Project title] process expected to run [xx weeks/months]
High-level project plan and deliverables
Week xx
Research and hypotheses
Activities
Mgmt.
interaction
Deliverables
Source: xx
Week xx
Analysis and interviews
Week xx
Consolidation and recommendation
•
[Insert key activities]
•
[Insert key activities]
•
[Insert key activities]
•
[Insert key activities]
•
[Insert key activities]
•
[Insert key activities]
•
[Insert key activities]
•
[Insert key activities]
•
[Insert key activities]
•
[Insert key activities]
•
[Insert key activities]
•
[Insert key activities]
•
…
•
…
•
…
Kick-off
Review 1
Input on
findings
Input on
recommendation
Overview of
hypothesis
Preliminary
report
Final
report
Company Name
152
[Project] will evolve in three major phases
Deliverables
[Insert timeframe]
1
Expore opportunity
[Insert timeframe]
2
Detail design and MVP
People
[Insert timeframe]
3
Build MVP and launch in market
[Insert key deliverables]
[Insert key deliverables]
[Insert key deliverables]
[Insert key deliverables]
[Insert key deliverables]
[Insert key deliverables]
[Insert key deliverables]
[Insert key deliverables]
[Insert key deliverables]
[Insert key people involved]
[Insert key people involved]
[Insert key people involved]
Footnote: 1. xx
Source: xx
Company Name
153
[Project] will evolve through four main phases
Deliverables
[Insert
track]
Responsible leads
and participants
Source: xx
[Insert timeline]
[Insert timeline]
[Insert timeline]
[Phase 1]
[Phase 2]
[Phase 3]
[Phase 4]
SteerCo
Key meetings
[Insert
track]
[Insert timeline]
SteerCo
SteerCo
[Milestone]
SteerCo
SteerCo
[Milestone]
[Milestone]
•
[Insert key activities]
•
[Insert key activities]
•
[Insert key activities]
•
[Insert key activities]
•
[Insert key activities]
•
[Insert key activities]
•
[Insert key activities]
•
[Insert key activities]
•
[Insert key activities]
•
[Insert key activities]
•
[Insert key activities]
•
[Insert key activities]
•
[Insert key activities]
•
[Insert key activities]
•
[Insert key activities]
•
[Insert key activities]
•
[Insert key activities]
•
[Insert key activities]
•
[Insert key activities]
•
[Insert key activities]
•
[Insert key activities]
•
[Insert key activities]
•
[Insert key activities]
•
[Insert key activities]
•
[Insert key activities]
•
[Insert key activities]
•
[Insert key activities]
•
[Insert key activities]
•
[Insert key activities]
•
[Insert key activities]
•
[Insert key activities]
•
[Insert key activities]
•
[Insert name and role OR
team/function]
•
[Insert name and role OR
team/function]
•
[Insert name and role OR
team/function]
•
[Insert name and role OR
team/function]
•
[Insert name and role OR
team/function]
•
[Insert name and role OR
team/function]
•
[Insert name and role OR
team/function]
•
[Insert name and role OR
team/function]
•
[Insert name and role OR
team/function]
•
[Insert name and role OR
team/function]
•
[Insert name and role OR
team/function]
•
[Insert name and role OR
team/function]
Company Name
154
[Project] will be built in four main waves
[Insert timeframe]
[Insert timeframe]
[Insert timeframe]
[Insert timeframe]
Wave 1
[Insert headline e.g. Get the
fundamentals right]
Wave 2
[Insert headline]
Wave 3
[Insert headline]
Wave 4
[Insert headline]
…
Key activities:
• [Insert key activities]
• [Insert key activities]
• [Insert key activities]
Key activities:
• [Insert key activities]
• [Insert key activities]
• [Insert key activities]
Key activities:
• [Insert key activities]
• [Insert key activities]
• [Insert key activities]
Key activities:
• [Insert key activities]
• [Insert key activities]
• [Insert key activities]
Main deliverables:
• [Insert main deliverables
and/or decision to be made]
Main deliverables:
• [Insert main deliverables
and/or decision to be made]
Main deliverables:
• [Insert main deliverables
and/or decision to be made]
Main deliverables:
• [Insert main deliverables
and/or decision to be made]
Footnote: 1. xx
Source: xx
Company Name
155
[Project] will evolve through four main phases
[TIMELINE]
[TIMELINE]
[TIMELINE]
[TIMELINE]
Phase 1
Phase 2
Phase 3
Phase 4
[High-level description of
main purpose of phase]
[High-level description of
main purpose of phase]
[High-level description of
main purpose of phase]
[High-level description of
main purpose of phase]
Key activities
• [Description of key activities]
Key activities
• [Description of key activities]
Key activities
• [Description of key activities]
Key activities
• [Description of key activities]
Outcomes
• [Description of key metrics or
other outcomes]
Outcomes
• [Description of key metrics or
other outcomes]
Outcomes
• [Description of key metrics or
other outcomes]
Outcomes
• [Description of key metrics or
other outcomes]
Footnote: 1. xx
Source: xx
Company Name
156
High-level timeline for next [insert timeframe]
Week
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
01 [Insert work stream]
02 [Insert work stream]
03 [Insert work stream]
01 [Insert work stream]
02 [Insert work stream]
03 [Insert work stream]
157
01 [Insert work stream]
Kick-off
[Insert
stage-gate]
[Insert stage-gate or
SteerCo or similar]
[Insert stage-gate or
SteerCo or similar]
[Insert
stage-gate]
Footnote: 1. xx
Source: xx
Company Name
157
[Project plan with status / Insert action title]
Project week
Owner
Due date
Status
[Insert workstream]
[Name]
[Date]
Done
[Insert workstream]
[Name]
[Date]
On-track
[Insert workstream]
[Name]
[Date]
On-track
[Insert workstream]
[Name]
[Date]
On-track
[Insert workstream]
[Name]
[Date]
On-track
[Insert workstream]
[Name]
[Date]
Challenged
[Insert workstream]
[Name]
[Date]
On-track
[Insert workstream]
[Name]
[Date]
Challenged
[Insert workstream]
[Name]
[Date]
On-track
[Insert workstream]
[Name]
[Date]
Not started
[Insert workstream]
[Name]
[Date]
Not started
[Insert workstream]
[Name]
[Date]
Not started
[Insert workstream]
[Name]
[Date]
On-track
[Insert workstream]
[Name]
[Date]
Not started
Source: xx
1
2
3
4
5
6
7
8
9
10
Company Name
158
Plan
[INSERT TIMEFRAME]
[INSERT TIMEFRAME]
[INSERT TIMEFRAME]
Phase 1:
Phase 2:
Phase 3:
[Name of phase]
[Name of phase]
[Name of phase]
[Insert description of phase]
[Insert description of phase]
[Insert description of phase]
Key activities
• [Insert key activities]
• [Insert key activities]
• [Insert key activities]
Key activities
• [Insert key activities]
• [Insert key activities]
• [Insert key activities]
Key activities
• [Insert key activities]
• [Insert key activities]
• [Insert key activities]
Outcomes
• [Insert key outcomes]
• [Insert key outcomes]
• [Insert key outcomes]
Outcomes
• [Insert key outcomes]
• [Insert key outcomes]
• [Insert key outcomes]
Outcomes
• [Insert key outcomes]
• [Insert key outcomes]
• [Insert key outcomes]
Source: xx
Company Name
159
We plan to [insert milestone and timeline, if relevant]
Preliminary roadmap for [insert]:
[month 202x]
[month 202x]
[Milestone]
[month 202x]
[month 202x]
[Insert track]
[Activity 1]
[Activity 3]
[Activity 4]
[Activity 2]
[Activity 5]
[Insert track]
[Activity 3]
[Activity 1]
[Activity 2]
[Insert track]
[Activity 4]
[Activity 1]
[Activity 2]
[Insert track]
[Activity 1]
[Insert track]
[Activity 2]
[Activity 1]
Source: xx
[Activity 2]
[Activity 4]
[Activity 3]
[Activity 5]
Company Name
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We plan to roll out the initiatives over next xx [years/months]
202x
202x
202x
A
[Insert key activities/sub-initiatives/
execution levers]
[Insert key activities/sub-initiatives/
execution levers]
[Insert key activities/sub-initiatives/
execution levers]
B
[Insert key activities/sub-initiatives/
execution levers]
[Insert key activities/sub-initiatives/
execution levers]
[Insert key activities/sub-initiatives/
execution levers]
C
[Insert key activities/sub-initiatives/
execution levers]
[Insert key activities/sub-initiatives/
execution levers]
[Insert key activities/sub-initiatives/
execution levers]
D
[Insert key activities/sub-initiatives/
execution levers]
[Insert key activities/sub-initiatives/
execution levers]
[Insert key activities/sub-initiatives/
execution levers]
Source: xx
Company Name
161
161
[Initiative] implementation plan
About
Objective
Program owner: [insert name]
Senior liaison: [insert name]
Responsible manager: [insert name]
Expected duration: [insert timeframe]
Timing of highlighted milestones
[Insert description]
202x
•
202x
[Insert key activities or
milestones]
•
Beyond 202x
[Insert key activities or
milestones]
•
[Insert key activities or
milestones]
Initiative overview
Context for the initiative
• [Insert description of context]
Success KPIs
Initiative value creation
• [Insert description of how the initiative will create value]
KPI
Target
By
[Insert key performance indicator for initiative]
[Insert target for KPI]
[Insert timeframe]
[Insert key performance indicator for initiative]
[Insert target for KPI]
[Insert timeframe]
[Insert key performance indicator for initiative]
[Insert target for KPI]
[Insert timeframe]
[Insert key performance indicator for initiative]
[Insert target for KPI]
[Insert timeframe]
[Insert key performance indicator for initiative]
[Insert target for KPI]
[Insert timeframe]
Sub-initiatives
Initiative
Manager
A.1
[Insert key activity]
[Insert name]
A.2
[Insert key activity]
[Insert name]
A.3
[Insert key activity]
[Insert name]
A.4
[Insert key activity]
[Insert name]
A.5
[Insert key activity]
[Insert name]
A.6
[Insert key activity]
[Insert name]
A.7
[Insert key activity]
[Insert name]
Source: xx
•
[Insert description of potential risks/where and why initiative might fail or create adverse
effects]
Requirements
•
[Insert description/list of requirements to succeed with initiative]
Next
steps
•
[Insert description of key next steps]
Risk
Company Name
162
[Overview of key meetings / Insert action title]
[Month 1]
[Month 2]
[Month 3]
[Month 4]
[Month 5]
[Month 6]
[Month 7]
Kickoff
[Insert meeting]
[Insert meeting]
[Insert meeting]
[Insert meeting]
[Insert meeting]
[Insert meeting]
• [Insert key
actions/
decisions to be
made]
• [Insert key
actions]
• [Insert key
actions]
• [Insert key
actions]
• …
• [Insert key
actions/
decisions to be
made]
• [Insert key
actions]
• [Insert key
actions]
• [Insert key
actions]
• …
• [Insert key actions/ decisions to be
made]
• [Insert key actions]
• [Insert key actions]
• [Insert key actions]
• …
• [Insert key
actions/
decisions to be
made]
• [Insert key
actions]
• [Insert key
actions]
• [Insert key
actions]
• …
• [Insert key
actions/
decisions to be
made]
• [Insert key
actions]
• [Insert key
actions]
• [Insert key
actions]
• …
Footnote: 1. xx
Source: xx
Company Name
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[Decision hierarchy for project / Insert action title]
Inputs
[Input type 1]
E.g. One-on-one interviews
[Input type 2]
E.g. Survey responses
[Input type 3]
E.g. Financial data
Recommendation
Working Team
Decision
[Project] Steering
Committee
Executive Team
[Input type 4]
[Input type 5]
Source: xx
Company Name
164
Implementation
roadmap: Framework
for approach
III
IV
Capabilities
Organization
[Insert description]
[Insert description]
II
V
Timelines
[Insert description]
Budget &
Resource
[Insert description]
[Insert
description]
I
Activities
[Insert description]
Source: xx
Company Name
165
I. Key activities will be undertaken in xx phases
Product
development
Distribution
and
marketing
[Third
dimension, if
relevant]
Source: xx
[Insert phase name]
[Insert phase name]
[Insert phase name]
[Insert timeframe]
[Insert timeframe]
[Insert timeframe]
[Insert description/activity]
[Insert description/activity]
[Insert description/activity]
[Insert description/activity]
[Insert description/activity]
[Insert description/activity]
[Insert description/activity]
[Insert description/activity]
[Insert description/activity]
[Insert description/activity]
[Insert description/activity]
[Insert description/activity]
[Insert description/activity]
[Insert description/activity]
[Insert description/activity]
[Insert description/activity]
[Insert description/activity]
[Insert description/activity]
[Insert description/activity]
[Insert description/activity]
[Insert description/activity]
[Insert description/activity]
[Insert description/activity]
[Insert description/activity]
[Insert description/activity]
[Insert description/activity]
[Insert description/activity]
[Insert description/activity]
[Insert description/activity]
[Insert description/activity]
[Insert description/activity]
[Insert description/activity]
[Insert description/activity]
[Insert description/activity]
[Insert description/activity]
[Insert description/activity]
[Insert description/activity]
[Insert description/activity]
[Insert description/activity]
Company Name
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II. Prioritization of [features/components/segments]
Impact
High
Prioritized [features/components etc]
[Insert description]
[Insert
feature/component/
segment or other
relevant element]
Mid
[Insert
feature/component/
segment or other
relevant element]
Backlog
[Insert description]
[Insert
feature/component/
segment or other
relevant element]
Low
Low
Mid
High
Feasibility
Footnote: 1. xx
Source: xx
Company Name
167
II. Key considerations on planning and sequencing
[Insert key consideration]
[Insert key consideration]
Key considerations [or other
relevant info e.g. general
considerations]:
•
[Description]
•
[Description]
•
[Description]
[Insert key consideration]
Footnote: 1. xx
Source: xx
Company Name
168
II. [Insert timeline description]
Preliminary timeline:
[Key details/criteria/areas to keep an
eye on]
2023
Activity
[IArea 1]
[Key activity]
2024
Nov Dec Jan
2025
Feb Mar
Apr
May Jun Jul
[Key activity]
[Step 1]
[Key activity]
[Step 1]
[Step 1]
[Key activity]
[Step 1]
[Key activity]
[Step 1]
[Key activity]
Apr
May
1
[Insert description]
2
[Insert description]
3
[Insert description]
[Step 2]
[Step 2]
[Step 2]
[Ongoing key activity, if applicable]
[Step 1]
[Step 2]
[Milestone/stage gate]
Source: xx
Feb Mar
[Step 2]
[Ongoing key activity, if applicable]
[Key activity]
Jan
[Step 2]
….
[Area 3]
Nov Dec
[Activity]
….
[Area 2]
Aug Sep Oct
[Step 3]
[Milestone/stage gate]
Company Name
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II. Preliminary [timeline/sequence/roadmap]
Preliminary roadmap:
[Step/phase]
202x
Activity
[Area 1]
Nov Dec Jan Feb Mar Apr May Jun Jul
[Function/team]
[Step]
[Function/team]
[Function/team]
Aug Sep Oct
[Step/phase]
Nov Dec Jan Feb Mar Apr May Jun Jul
[Step]
[Step/phase/activity]
[Step/phase/activity]
[Milestone/stage gate]
[Step/phase/activity]
[Step/phase/activity]
[Step/phase/activity]
[Milestone/stage-gate]
Nov Dec
[Step/phase/activity]
[Step]
[Step/phase/activity]
[Step/phase/activity]
Aug Sep Oct
[Step/phase/activity]
[Step/phase/activity]
[Function/team]
[Area 3]
[Step/phase]
202x
[Step/phase/activity]
[Function/team]
[Area 2]
202x
[Function/team]
[Function/team]
[Step/phase]
[Milestone/stage-gate]
[Step/phase/activity]
[Step/phase/activity]
[Step/phase/activity]
[Milestone/stage-gate]
Footnote: 1. xx
Source: xx
Company Name
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III. Capabilities of the core roles within [project/business x] team
X # of FTEs
[Team]
~xx FTEs
Head of [insert]
•
[Description of role/capabilities needed]
x
x
[Insert role]
•
[Description of role/capabilities needed]
•
Source: xx
[Insert role]
[Description of role/capabilities needed]
•
[Description of role/capabilities needed]
x
[Insert role]
[Description of role/capabilities needed]
x
[Insert role]
x
•
Further support
roles (next page)
x
[Insert role]
•
[Description of role/capabilities needed]
Company Name
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III. Responsibilities of the support and optional roles
Shared resource pool
~xx FTEs
Required
x
x
x
x
Responsibilities
[Insert role]
[Insert role]
[Insert role]
[Insert role]
X # of FTEs
Shared resource pool
~xx FTEs
• [Insert description]
Optional
Responsibilities
x
[Insert role]
• [Insert description]
x
[Insert role]
• [Insert description]
x
[Insert role]
• [Insert description]
x
[Insert role]
• [Insert description]
x
[Insert role]
• [Insert description]
• [Insert description]
• [Insert description]
• [Insert description]
Company Name
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IV. Possible organizational structure across [project/business x]
[xx] team
~xx FTEs
X # of FTEs
Head of [insert]
Shared resource pool
~xx FTEs
x
Required
x
[Insert role]
x
x
xx
[Insert role]
xx
[Insert role]
xx
[Insert role]
xx
[Insert role]
[Insert role]
[Insert role]
Optional
[xx] team
~xx FTE
Source: xx
x
x
[Insert role]
[Insert role]
xx
[Insert role]
xx
[Insert role]
xx
[Insert role]
xx
[Insert role]
xx
[Insert role]
Company Name
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V. Implementation of [project/business x] is expected to roll out
over the next xx [years/ months]
Decision stage gate
202x
FTE needs:
# FTEs
202x
[Phase 1]
[Phase 2]
[team]
[team]
[team]
[team]
202x
[Phase 3]
[Phase x]
44
22
9
2
3
4
3
4
6
9
6
8
Stage gates: [Initiative]
[Insert key activities and decision
criteria]
[Insert key activities and decision criteria]
[Insert key activities and decision criteria]
[Initiative]
[Insert key activities and decision
criteria]
[Insert key activities and decision criteria]
[Insert key activities and decision criteria]
Footnote: 1. xx
Source: xx
Company Name
174
Immediate next steps
[Insert step]
[Insert step]
[Insert step]
[Insert step]
[Insert step]
Source: xx
Company Name
175
Focus for next [time period] will be [focus area]
[Insert date]
[Insert milestone /
stage-gate]
[Insert dates]
[Insert date]
[Insert milestone /
stage-gate]
[Insert dates]
[Insert date]
[Insert milestone /
stage-gate]
[Insert dates]
[Insert dates]
[Sanitized dates]
[Insert workstream]
[Insert description of key activities or workstream]
[Insert workstream]
[Insert description of
key activities or
workstream]
[Insert workstream]
[Insert description of key activities or workstream]
[Insert workstream]
[Insert description of key activities or workstream]
[Insert workstream]
[Insert description of
key activities or
workstream]
[Insert workstream]
[Insert description of key activities or workstream]
Source: xx
Company Name
176
Appendix A
Common frameworks and tools used in
management consulting
Company Name
177
Appendix A: Frameworks
Profitability framework
Useful revenue
segmentation:
Volume
•
•
•
•
Revenues
By product type
By distribution channel
By geography
By customer type
Price per unit
Variable cost examples:
Profits
Volume
Variable costs
Cost per unit
Costs
Fixed costs
•
•
•
•
•
Raw materials
Delivery
Commission
Direct labor
Marketing
Fixed cost examples:
•
•
•
Rent
Staff overhead
Loan interests
Company Name
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Appendix A: Frameworks
McKinsey 7S Model
HARD ELEMENTS
Structure
Strategy
Systems
Shared
values
Skills
SOFT ELEMENTS
Style
Staff
Company Name
179
Appendix A: Frameworks
Strategy House
[Insert purpose and/or vision]
[Insert strategic objective #1]
[Insert
strategic
initiative]
[Insert
strategic
initiative]
[Insert
strategic
initiative]
[Insert strategic objective #2]
[Insert
strategic
initiative]
[Insert
strategic
initiative]
[Insert
strategic
initiative]
[Insert strategic objective #3]
[Insert
strategic
initiative]
[Insert
strategic
initiative]
[Insert
strategic
initiative]
[Insert key enabler(s)]
[Insert key enabler(s)]
[Insert description of other foundational elements, e.g. culture or people]
Company Name
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1
Appendix A: Frameworks
BCG Growth-Share Matrix
High
Question mark
Star
High growth but neutral or negative cash
flow (expensive growth)
Growing earnings, positive or neutral cash
flow
Strategy: See if ROI can be improved
Strategy: Invest in growth
Dog
Cash cow
Small market share in low growth market,
requires much capital to continue
Stable earnings and solid cash flow, low
growth business
Strategy: Divest or close
Strategy: Milk for remaining value
Growth
rate
Low
Low
Market share
High
Company Name
181
Appendix A: Frameworks
GE (General Electric) McKinsey Matrix
High
Industry
attractiveness
Medium
PROTECT
INVEST
INVEST
HARVEST
PROTECT
INVEST
DIVEST
HARVEST
PROTECT
Low
Low
Medium
High
Competitive strength of business unit
Company Name
182
Appendix A: Frameworks
McKinsey Horizon Model: The Three Horizons of Growth
Value
Horizon 3
Horizon 2
Horizon 1
Explore wholly new opportunities
that may in time reinvent your
business.
Typical timeframe: 5-10+ years
Explore emerging opportunities that
are likely to generate substantial
profits but require investments.
Typical timeframe: 2-5 years
Focus on core businesses that generate
cash and profits. Improve performance
to maximize remaining value.
Typical timeframe: 1-3 years
Time
Company Name
183
Appendix A: Frameworks
McKinsey’s Seven Degrees of Freedom for Growth
1
Selling existing products to existing customers
2
Acquiring new customers in existing markets
3
Creating new products and services
4
Developing new value-delivery approaches
5
Geographical expansion
6
Creating a new industry structure
7
Opening new competitive arenas
Company Name
184
Appendix A: Frameworks
BCG Growth/Transformation framework: Three levers for growth
1
2
3
Maximize the core
Expand into adjacencies
Explore new frontiers (disruption)
Improve
execution
Commercial quick wins
Enhance
offering
Innovation
Acquire/
partner
M&A search and screen
Reposition
business
Business model innovation
Core and
adjacent growth
Emerging
markets
Organizational growth enablers
Company Name
185
Appendix A: Frameworks
Business Model Canvas
Key Partners
Key Activities
Value Propositions
Customer Relationships
Customer Segments
Who are our Key Partners?
Who are our key suppliers? Which Key
Resources are we acquiring from
partners?
Which Key Activities do partners
perform?
What Key Activities do our Value
Propositions require?
Our Distribution Channels? Customer
Relationships? Revenue streams?
What value do we deliver to the
customer?
Which one of our customer’s problems
are we helping to solve?
What bundles of products and services
are we offering to each Customer
Segment?
Which customer needs are we
satisfying?
What type of relationship does each of
our Customer Segments expect us to
establish and maintain with them?
Which ones have we established?
How are they integrated with the rest of
our business model?
How costly are they?
For whom are we creating value? Who
are our most important customers?
Is our customer base a Mass Market,
Niche Market, Segmented, Diversified,
Multi-sided Platform?
MOTIVATIONS FOR PARTNERSHIPS:
Optimization and economy, Reduction of
risk and uncertainty, Acquisition of
particular resources and activities
CATEGORIES:
Production, Problem Solving,
Platform/Network
Key Resources
CHARACTERISTICS:
Newness, Performance, Customization,
“Getting the Job Done”, Design,
Brand/Status, Price, Cost Reduction,
Risk Reduction, Accessibility,
Convenience/Usability
What Key Resources do our Value
Propositions require?
Our Distribution Channels? Customer
Relationships Revenue Streams?
Channels
Through which Channels do our
Customer Segments want to be
reached?
How are we reaching them now? Which
ones work best?
Which ones are most cost-efficient?
How are we integrating them with
customer routines?
TYPES OF RESOURCES: Physical,
Intellectual, Human, Financial
Cost Structure
Revenue Streams
What are the most important costs inherent in our business model? Which Key Resources are most expensive?
Which Key Activities are most expensive?
For what value are our customers really willing to pay? For what do they currently pay? How are they currently
paying? How would they prefer to pay? How much does each Revenue Stream contribute to overall revenues?
Company Name
186
Appendix A: Frameworks
SWOT analysis (version 1)
Strengths
Weaknesses
• [Description of strength]
• [Description of weakness]
• [Description of strength]
• [Description of weakness]
• [Description of strength]
• [Description of weakness]
• …
• …
Opportunities
Threats
• [Description of opportunity]
• [Description of threat]
• [Description of opportunity]
• [Description of threat]
• [Description of opportunity]
• [Description of threat]
• …
• …
Company Name
187
18
Appendix A: Frameworks
SWOT analysis (version 2)
Strengths
Weaknesses
Opportunities
Threats
• [Description of strength]
• [Description of weakness]
• [Description of opportunity]
• [Description of threat]
• [Description of strength]
• [Description of weakness]
• [Description of opportunity]
• [Description of threat]
• [Description of strength]
• [Description of weakness]
• [Description of opportunity]
• [Description of threat]
• …
• …
• …
• …
Company Name
188
Appendix A: Frameworks
SWOT analysis (version 3)
Strengths
[Longer text description of strengths]
Weaknesses
[Longer text description of weaknesses]
Opportunities
[Longer text description of opportunities]
Threats
[Longer text description of threats]
Company Name
189
Appendix A: Frameworks
PESTLE analysis (version 1)
Political
Economic
Social
• [Insert political factors that may impact your
business e.g. tax policies, government policies,
trade / tariffs etc.]
• [Insert factors]
• [Insert factors]
• [Insert factors]
• …
• [Insert economic factors that may impact your
business e.g. interest rates, monetary policy,
GDP growth etc.]
• [Insert factors]
• [Insert factors]
• [Insert factors]
• …
• [Insert social factors that may impact your
business e.g. demographic trends, cultural
attitudes, religion etc.]
• [Insert factors]
• [Insert factors]
• [Insert factors]
• …
Technological
Legal
Environmental
• [Insert social factors that may impact your
business e.g. technological innovation,
digitalization, AI etc.]
• [Insert factors]
• [Insert factors]
• [Insert factors]
• …
• [Insert social factors that may impact your
business e.g. employment law, copyright
protection, regulatory changes etc.]
• [Insert factors]
• [Insert factors]
• [Insert factors]
• …
• [Insert social factors that may impact your
business e.g. climate change, sustainability,
natural resource levels etc.]
• [Insert factors]
• [Insert factors]
• [Insert factors]
• …
Company Name
190
Appendix A: Frameworks
PESTLE analysis (version 2)
Political
• [Insert political factors that may impact
your business e.g. tax policies,
government policies, trade / tariffs etc.]
• [Insert factors]
• [Insert factors]
Environmental
• [Insert social factors that may impact
your business e.g. climate change,
sustainability, natural resource levels
etc.]
• [Insert factors]
• [Insert factors]
Legal
• [Insert social factors that may impact
your business e.g. employment law,
copyright protection, regulation etc.]
• [Insert factors]
• [Insert factors]
P
E
E
Economic
• [Insert economic factors that may impact
your business e.g. interest rates,
monetary policy, GDP growth etc.]
• [Insert factors]
• [Insert factors]
S
L
T
Social
• [Insert social factors that may impact
your business e.g. demographic trends,
cultural attitudes, religion etc.]
• [Insert factors]
• [Insert factors]
Technological
• [Insert social factors that may impact
your business e.g. technological
innovation, digitalization, AI etc.]
• [Insert factors]
• [Insert factors]
Company Name
191
Appendix A: Frameworks
Porter’s Five Forces
Competition
[Insert key points around competition in the industry e.g. number of
competitors, industry concentration, brand loyalty, switching costs etc.
High
Threat of new entrants
[Insert key points around new entrants e.g. barriers to entry, scale
economies, access to distribution channels etc.
Low
Power of suppliers
[Insert key points around bargaining power of suppliers e.g. number and
size of suppliers, uniqueness of each supplier’s
product or service, ability to substitute etc.
Medium
Power of customers
[Insert key points around bargaining power of customers e.g. number and
size of customers, differences between competitors, price sensitivity,
ability to substitute, information availability etc.
Medium
Threat of substitute
products
[Insert key points around threat of substitution e.g. number of substitute
products available, price differences, perceived level of differentiation etc.
High
Company Name
192
Appendix A: Frameworks
Balanced Scorecard
Perspective
Strategic Objectives
KPIs
Targets
Financial
•
•
•
[Insert strategic objectives]
[Insert strategic objectives]
[Insert strategic objectives]
• [Insert KPIs e.g. revenue, margin, growth]
• xx
Customer
•
•
•
[Insert strategic objectives]
[Insert strategic objectives]
[Insert strategic objectives]
• [Insert KPIs e.g. NPS, lifetime value, # of
returning customers]
• xx
Internal
•
•
•
[Insert strategic objectives]
[Insert strategic objectives]
[Insert strategic objectives]
• [Insert KPIs e.g. production time, error
levels, unit costs]
• xx
Learning & Growth
•
•
•
[Insert strategic objectives]
[Insert strategic objectives]
[Insert strategic objectives]
• [Insert KPIs e.g. employee retention,
employee satisfaction, progression]
• xx
Company Name
193
Appendix A: Frameworks
Product life cycle
Sales
INTRODUCTION
GROWTH
MATURITY
DECLINE
Time
Company Name
194
Appendix A: Frameworks
Strategy is the combination of objective, scope, and advantage
What is our goal/what does winning look like to us?
Objective
Specific, measurable, time bound
Where do we want to play?
Scope
Customer segments/offerings, geographies, vertical integration
How do we want to win?
Advantage
Our unique selling point/value proposition, internal activities to deliver value
proposition
Company Name
195
Appendix A: Frameworks
Does your strategy pass these five criteria?
Five tests of a good strategy according to Michael Porter:
1
A unique value proposition compared to other organizations
2
A different, tailored value chain
3
Clear tradeoffs, and choosing what not to do
4
Activities that fit together and reinforce each other
5
Strategic continuity with continual improvement in realizing the strategy
Company Name
196
Appendix B
Checklist and best practices for
presentations
Company Name
197
Appendix B: Checklist
Presentation checklist
Content
❏ Is the objective of this presentation clear and does the presentation achieve that objective?
❏ Is there a short and structured executive summary that accurately summarizes that objective?
❏ Does the structure of the presentation follow a clear and logical storyline?
❏ Is each slide title an action title?
❏ Can a reader read through only the titles of the slides and understand the full story?
❏ Does the content on each slide support the title of that slide? (rule of thumb: no content on a slide that
does not relate to the title)
❏ Is each slide it’s own message and follows the “one message per slide rule”? (tip: if you cannot explain
the full slide in a two-line title you should split it into two)
Company Name
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Appendix B: Checklist
Presentation checklist
Formatting
❏ Are all small section headers (the top left corner) correct and aligned to each section?
❏ Are there consistent page numbers on each page?
❏ Is the font type the same all the way through?
❏ Is the font size consistent on each slide and all the way through? (Rule of thumb: only two font sizes in
the content area of each slide and best if the sizes are two points apart, e.g. section headers font size 16
and text font size 14)
❏ Are the colors consistent all the way through?
❏ Does every graph/data point have a source?
❏ Does every graph have axes titles?
❏ Is there an “end” slide in the presentation (e.g. colored slide with e.g. company logo or names or slogan)?
❏ Are all text boxes, graphs, subtitles etc. aligned and centered?
❏ Are there any spelling mistakes or grammatical errors?
❏ Is there anywhere where there are two or more spaces or the text looks strange?
❏ Does it look correct as pdf?
Company Name
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Appendix B: Checklist
Best practice tip: Keep it to one message per slide
Look at your slide title and content – what is the one message you want the reader to take away from this slide? Delete all
the content (even if it looks nice) that doesn’t support this message. Alternatively, split it into several slides.
Several messages in one slide make it difficult to read
One message in each slide gets the points across clearly
Company Name
200
Appendix B: Checklist
Best practice tip: Use action titles
Think about the most important thing you want the reader to know when reading the slide. How would you say that if you
had to do a voice-over? Write that voice-over down as the action title.
A descriptive title leaves the reader to interpret the message on
their own
An action title guides the reader and helps them focus on what’s
most important
Company Name
201
Appendix B: Checklist
Best practice tip: Use visuals and color to highlight your message
Look at the message you want to say with your slide and the content that supports this. Is there anything you can put a
box around, make a different color, or add a visual to to make that content stand out and support the message?
Without colors or call-outs it is more time-consuming for the
reader to understand why the graph is there
With simple highlights you can call attention to the point you
want the graphs to make
8%
Company Name
202
Appendix B: Checklist
Best practice tip: Read only titles and see if overall story is coherent
Zoom out on your slides and only read the titles. Does the story make sense and create a compelling case?
Titles that don’t tell a story are difficult to navigate and retell:
Coherent titles easily deliver the main points:
•
Why we believe in the mission
•
•
Solutions along the healthcare customer journey
[Company] is building the national virtual care platform,
transforming healthcare in [region] from 202x
•
Project based on a proven methodology
•
•
Run over a 3 month period
[Company] faces one urgent challenge: How to populate
the platform with high quality solutions
•
To get a prioritized list of actions
•
To solve this big challenge, [Company] needs to answer
two key questions
•
Engagement channel building
•
•
Innovation project
The solution is to run a 3 month strategy and execution
roadmap phase – followed by execution programs
•
Pilot and MVP
•
•
Questions
An initial $500k investment will save millions later, reduce
mistakes and radically speed up execution
Company Name
203
Appendix B: Checklist
Best practice tip: Use the Pyramid Principle
Look at how you have structured your slides and storyline. Can the reader or audience understand what the main answer/
conclusion/recommendation is within the first slide(s) or title, or do they need to read many slides before getting there?
Starting with the detailed arguments or facts drowns out the main
conclusion
Supporting fact
Starting with the main conclusion focuses your audience and
makes it easier to understand how this conclusion is supported
by the facts
Supporting fact
Main conclusion
We love taking
walks but just forget
We should get a
dog
Daily walks will be
good for us
Arguments
We both love dogs
Main conclusion
We should get a
dog
Argument
If we had a dog we
would remember to
take walks
Daily walks will be
good for us
We have the time
and money now
Supporting facts
We don’t get
enough exercise
right now
We love taking
walks but just forget
Company Name
204
Company Name
205