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Get access to all our Management Consulting Toolkits. Now you can learn how the Fortune 100 and Top Global Consulting Firms solve business problems and outperform their competitors. These Toolkits, Frameworks and Templates were created by ex-McKinsey, Deloitte & BCG Management Consultants over the past 11 years, after 30,000+ hours of work. They are considered as the world's best Management Consulting Toolkits.

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Each Toolkit includes:

Each Toolkit will help you reach multiple objectives:

1. Corporate/Business Strategy and Strategic Planning Toolkit

Define and implement your corporate/business strategy and strategic plan with our 4-phase approach: (I) Internal and external analysis, (II) Strategy tools & frameworks to shape our strategy, (III) Strategy, (IV) Strategic plan
(I) Carry out an internal and external analysis: (1) Internal analysis: Financial analysis, HR analysis, Marketing analysis, Customers analysis, Suppliers analysis, (2) Market Analysis: Target market, Market sizing with TAM, Market attractiveness with Porter’s 5 Forces, Environment analysis with PESTLE, (3) Competitor Analysis: Competitor identification, Benchmarking, Strategic group mapping, Competitor profiling, (4) SWOT summary
(II) Shape your strategy with tools & frameworks commonly used by tier-one consulting firms: (1) Frameworks to answer common strategic questions: What caused the company’s profit to decrease?, Should we enter a new market?, Should we introduce a new product?, Should we acquire this company?, (2) BU/Product portfolio management tools: GE-McKinsey Matrix, BCG Growth-Share Matrix, (3) Corporate and growth strategy tools: 7 Degrees of Freedom for Growth, Ansoff Growth Matrix, Blue Ocean Strategy, McKinsey Seven-S, Porter’s Generic Corporate Strategies, Product Life Cycle, Value Chain Analysis, Value Driver Tree
(III) Define your strategy: (1) Business model, (2) Mission, vision and values, (3) Strategy map including the strategic objectives to reach our vision, (4) Balanced scorecard including the key performance indicators linked to the strategic objectives, (5) Strategic pillars to reach our strategic objectives, (6) Potential strategic initiatives in each strategic pillar, (7) Business cases and financial models to help us prioritize our list of potential strategic initiatives, (8) Project prioritization
(IV) Define and implement your strategic plan: (1) Guiding principles, (2) Strategic plan formulation: High-level strategic plan with the three horizons of growth , Detailed strategic plan, (3) Strategic plan implementation: Governance, Strategic objectives dashboard, Strategic pillars dashboard, Strategic initiatives dashboard, Objectives and key results (OKR), (4) Evaluation and lessons learnt

2. Operating Model and Organization Design Toolkit

Make your strategy happen and boost your company’s performance
Successfully implement an operating model and organization design initiative with our simple and comprehensive 7-phase approach
(I) Carry out your Business Case for change: (1) Business opportunity & suggested solution, (2) Project objectives and key performance indicators (KPIs), (3) Project scope, approach and high-level plan, (4) Deliverables, activities & key success factors, (5) Strategic Alignment, (6) Value: project initial investment, project costs, additional revenue generated, cost savings, cash flows and net present value, (7) Ease of implementation
(II) Define your Operating model and Organization design: (1) Capability management, (2) Structure and governance, (3) Culture, (4) Talent management, (5) Processes, (6) Technology, (6) Culture
(III) List your Potential Initiatives for each pillar
(IV) Create your Business Cases and Financial Models to assess your list of potential initiatives
(V) Prioritize, Plan and Implement your Projects: (1) Project prioritization, (2) Business roadmap, (3) Governance, (4) Dashboards, (5) Project implementation: Agile methodology, design thinking and traditional methodology, (6) Continuous improvement (7) Post projects evaluation and lessons learnt, (8) Post program evaluation and lessons learnt
(VI) Manage Change & Internal Communication: (1) Change management strategy, (2) Change management plans, (3) Implementation, tracking and progress management, (4) Effective communication
(VII) Stakeholder Engagement: (1) Stakeholder analysis, (2) Stakeholder engagement strategy, (3) Stakeholder engagement detailed plan

3. Digital Transformation Toolkit

Undertake a successful digital transformation with a simple and comprehensive 5-phase approach: (I) Carry out a Business Case for Change, (II) Define the Digital Transformation Strategy, (III) Implement, Track & Manage Progress, (IV) Define and Implement the Change Management Strategy and Plan, (VI) Define and Implement the Communication Strategy and Plan
(I) Carry out a Business Case for Change: (1) Situation & key challenge, (2) Recommendation to launch a digital transformation, (3) Reasons for launching a digital transformation, such as “an increasingly digitally friendly world”, “a low digital maturity within our organization”, “an opportunity to generate additional revenue”, “an opportunity to decrease our costs”, “a great return on investment”, and “a perfect alignment with the corporate and business strategy”
(II) Define the Digital Transformation Strategy: (1) Key success factors, (2) Digital transformation program team, (3) Current and target digital maturity level, (4) Digital transformation vision, (5) Digital transformation strategic objectives to reach our vision, (6) List of potential projects to reach our strategic objectives, (7) Business cases to help us prioritize our list of potential projects, (8) Project prioritization, (9) Digital transformation roadmap including our prioritized projects, (10) Required technologies to implement the projects, (11) Required budget to implement the projects
(III) Implement, Track & Manage Progress: (1) Digital transformation program governance, (2) Digital transformation program dashboards, (3) Projects dashboards, (4) Projects plans, (5) Projects implementation using Agile, (6) Projects implementation using Design Thinking, (7) Projects implementation using the Traditional methodology, (8) Post projects evaluation and lessons learnt, (9) Post program evaluation and lessons learnt
(IV) Define and Implement the Change Management Strategy and Plan: (1) Company’s strategy, (2) Required change to implement the strategy, (3) Business roadmap, (4) Company readiness for change, (5) Structure and size of the change management team, (6) Roles & responsibilities, (7) Guiding principles, (8) Change Lean Canvas, (9) Change impact assessment, Etc.
(V) Define and Implement the Communication Strategy and Plan: (1) Communication Objectives, (2) Approach, (3) Communication Principles, (4) Key Stakeholder Groups, (5) Communication Channels, (6) Key Dependencies, (7) Communication Plan, Etc.

4. Change & Project Management Toolkit

Improve the change management capabilities of your organization with a simple and comprehensive 3-phase change management approach commonly used by Fortune 100 and global consulting firms: (I) Define the change management strategy, (II) Develop the Change Management Plans, (III) Implement, Track and Manage Progress
(I) Define your change management strategy: (1) Company strategy, (2) Required change to implement the strategy, (3) Business roadmap, (4) Company readiness for change, (5) Structure and size of the change management team, (6) Roles and responsibilities, (7) Guiding principles, (8) Lean change canvas, (9) Change impact assessment, (10) Change management objectives and levers (ADKAR Model)
(II) Develop your change management plans: (1) Overarching change management plan, (2) Communication plan, (3) Sponsorship plan, (4) Coaching plan, (5) Training plan, (6) Resistance management plan
(III) Implement, track and manage progress: (1) Governance, (2) Overarching change management plan status report, (3) Communication plan status report, (4) Sponsorship plan status report, (5) Coaching plan status report, (6) Training plan status report, (7) Resistance management plan status report, (8) Change sustainment
Understand the top 12 change management frameworks and tools commonly used in most Fortune 500 companies: (1) Kotter’s 8 step Model of Change, (2) McKinsey 7S framework, (3) Burke-Litwin Change Model, (4) Prosci 3-phase process, (5) The Adkar Change Management Model, (6) Lewin's Change Management Model, (7) Change commitment curve, (8) Change personal transition curve, (9) Heart and mind human drivers, (10) Innovation adoption curve, (11) Maslow’s hierarchy of human needs, (12) Four stages of team development
Improve the project management capabilities of your organization with a simple and comprehensive 3-phase project management approach commonly used by Fortune 100 and global consulting firms: (I) Build a business case and financial model, (II) Initiate the project, (III) Define and implement your project plan
(I) Build a business case and financial model to get your project approved by the executive committee: (1) Business opportunity & suggested solution, (2) Project objectives and key performance indicators (KPIs), (3) Project scope, approach and high-level plan, (4) Deliverables, activities & key success factors, (5) Strategic Alignment, (6) Value: project initial investment, project costs, additional revenue generated, cost savings, cash flows and net present value, (7) Ease of implementation
(II) Initiate your project: (1) Project charter, (2) Project challenges and key success factors, (3) RACI matrix, (4) Stakeholder analysis
(III) Define and implement your project plan: (1) High-level project plan, (2) Detailed project plan, (3) Project dashboard, (4) Parking lot, (5) Punch list, (6) Post-project evaluation report
Become a more agile organization with a 7-phase approach commonly used by Fortune 500 and global consulting firms: (1) Product Backlog, (2) Sprint Planning, (3) Sprint Backlog, (4) Sprint Execution, (5) Sprint Review, (6) Potentially Shippable Product Increment, (7) Retrospective

5. Management Consulting Toolkit

Launch a consulting practice and excel as a Management Consultant with our 5-phase approach: (I) Create a business plan for your consulting practice, (II) Create your consulting proposal and legal agreements, (III) Identify your client’s problem, (IV) Find a solution using world-class frameworks & Tools, (V) Present effectively.
(I) Create a business plan for your consulting practice: (1) Business plan canvas, (2) Problem to solve and solution, (3) Mission, vision and values, (4) Strategic objectives, (5) Market analysis, (6) Competitor analysis, (7) Marketing plan, (8) Business structure, (9) Financial plan, (10) Business valuation, (11) Next steps.
(II) Create your consulting proposal and legal agreements: (1) Consulting proposal: Situation and key challenge, Proposed solution, Business case and financial model, Approach, Our value proposition, Proposed team, Consulting fees, Next steps, (2) Legal agreements: Business consultant agreement Non-disclosure agreement, Non-compete agreement.
(III) Identify your client’s problem: (1) Internal analysis: Financial analysis, HR analysis, Marketing analysis, Customers analysis, Suppliers analysis, (2) Market Analysis: Target market, Market sizing with TAM, Market attractiveness with Porter’s 5 Forces, Environment analysis with PESTLE, (3) Competitor Analysis: Competitor identification, Benchmarking, Strategic group mapping, Competitor profiling, (4) Problem identification tools: Issue tree, Five whys, Fishbone diagram, Problem definition worksheet, (5) SWOT summary.
(IV) Find a solution using world-class frameworks & Tools: (1) Frameworks to answer common strategic questions: What caused the company’s profit to decrease?, Should we enter a new market?, Should we introduce a new product?, Should we acquire this company?, (2) BU/Product portfolio management tools: GE-McKinsey Matrix, BCG Growth-Share Matrix, (3) Growth strategy tools: 7 Degrees of Freedom for Growth, Ansoff Growth Matrix, Blue Ocean Strategy, McKinsey Seven-S, Porter’s Generic Corporate Strategies, Product Life Cycle, (4) other frameworks and tools: Value Chain Analysis, Value Driver Tree, Pareto Principle, etc.
(V) Present effectively: (1) Presentation structure: Situation, complication and question, Pyramid principle, Storyboard, (2) Top 300 ready-made consulting diagrams and charts: Business roadmaps, Conceptual charts, Dashboards, Editable maps, Funnel diagrams, Logical & decision trees, Matrix, Organizational charts, Process maps, Project plans, timelines & Gantt charts, Speedometer charts, Tables, Virtuous cycle charts, Waterfall charts, Etc.

6. Human Resources & Talent Management Toolkit

Define and Implement your HR and Talent Management Strategy: (1) Summary of the Corporate and Business Strategy, (2) HR and Talent Management Capability Maturity Model, (3) Current State And Target State, (4) HR and Talent Management Mission, Vision & Values, (5) Strategic Objectives & KPIs to Reach our Vision, (6) Team & Budget, (7) Guiding Principles
Define the 10 Pillars required to reach your HR and Talent Management Strategic Objectives: (1) Capability Management, (2) Structure & Governance, (3) Culture, (4) Competency Management, (5) Recruitment, (6) Talent Development, (7) Mentoring, (8) Performance & Succession Management, (9) Reward and Recognition, (10) Reassignment & Termination
List your Potential Initiatives for each pillar
Create your Business Cases and Financial Models to Assess your List of Potential Initiatives
Prioritize, Plan and Implement your Projects: (1) Project Prioritization, (2) Business Roadmap, (3) Governance, (4) Dashboards, (5) Project Implementation: Agile Methodology, Design Thinking and Traditional Methodology, (6) Continuous Improvement (7) Post Projects Evaluation and Lessons Learnt, (8) Post Strategy Evaluation and Lessons Learnt
Manage Change & Internal Communication: (1) Change Management Strategy, (2) Change Management Plans, (3) Implementation, Tracking And Progress Management, (4) Effective Communication

7. Mergers and Acquisitions Toolkit

Increase your M&A success rate with our 6-phase M&A approach: (I) Define your M&A strategy, (II) Identify target companies, (III) Build a business case and financial modeling, (IV) Conduct due diligence, (V) Execute transaction, (VI) Conduct post-merger integration
Define your M&A strategy: (1) Company mission, vision and values, (2) M&A strategic objectives and key performance indicators, (3) M&A team, (4) M&A guiding principles, (5) Target screening criteria
Identify target companies: (1) Potential target companies and data collection, (2) High-level assessment of potential target companies, (3) Shortlisted potential targets, (4) Financial statements analysis, (5) Business valuation: DCF model, comparable company analysis, and precedent transaction analysis, (6) Targets approved for the business case phase
Build a business case and an M&A financial model: (1) Strategic benefit, (2) Feasibility, (3) Financial benefit, (4) Comprehensive M&A financial model including acquirer model, target model, merger assumptions & analysis, and pro forma model, (5) Simple Financial model including integration cost, revenue synergy, cost synergy, NPV, ROI, and IRR, (6)Letter of intent or term sheet
Conduct due diligence(CDD) to identify the likely future performance of a company: (1) Work plan including key business case hypotheses and assumptions, (2) Due diligence to validate key hypotheses and assumptions, (3) Updated business valuation, (4) Recommendation to make (or not) a formal offer to acquire the target company
Execute transaction: (1) Deal structure, (2) M&A negotiations, (3) Signing and closing the M&A deal
Conduct successful post-merger integration to ensure the company reaches its cost and revenue synergy targets: (1) Post-merger integration strategy and high-level plan, (2) Post-merger integration detailed plans, (3) Implementation and monitoring

8. Post Merger Integration Toolkit

Conduct a post merger integration to ensure the company reach its cost and revenue synergy targets
Increase the value creation of your mergers & acquisitions with a simple and comprehensive post merger integration 3-phase approach: (I) Strategy & high-level plan, (II) Detailed plans, (III) Implementation & monitoring
Define & communicate your post merger acquisition strategy & high-level plan: (1) Merger strategic objectives, (2) Integration management office, (3) Guiding principles, (4) Post merger integration high-level plan, (5) Top layer organizational structure, (6) Top management appointment, (7) Training to help managers set up their team, (8) Integrated synergy baseline, (9) Synergy targets, (10) Potential integration & synergy initiatives, (11) Business cases and financial models, (12) Integration & synergy initiatives prioritization
Develop & communicate the detailed plans: (1) Detailed integration plan including the Day 1 readiness checklist, (2) Integration & synergy initiatives plan, (3) Change management strategy and plan, (4) Communication strategy and plan, (5) Culture integration strategy and plan, (6) Risk management strategy and plan, (7) Staffing & retention plan
Implement and monitor the post merger integration high-level plan and detailed plans: (1) High-level plan status, (2) Detailed plans status, (3) Integration lessons learned, (4) Institutionalization of the updated PMI Toolkit
Become the post merger integration subject matter expert of your organization

9. Sales, Marketing & Communication Strategy Toolkit

Define and Implement your Sales & Marketing Strategy: (1) Market analysis, (2) Competitor analysis, (3) Sales analysis, (4) Marketing channel analysis, (5) Funnel process, (6) Company swot analysis, (7) Strategy frameworks: Ansoff Matrix, Blue Ocean Strategy, Entering a new market, Introducing a new product, Segmentation, Targeting & Positioning, (8) Sales function vision, mission & values, (9) Marketing function vision, mission & values, (10) Sales strategic objectives & KPIs to reach our vision, (11) Marketing strategic objectives & KPIs to reach our vision, (12) Sales team & budget, (13) Marketing team & budget, (14) Four pillars: Product/Service positioning & value proposition, Communication strategy, Sales distribution strategy, and Pricing strategy
Define your Product/Service Positioning & Value Proposition: (1) Target market, (2) Product/service offering, (3) Product life cycle, (4) Product/service positioning: Key attributes, customer benefits & unique selling proposition (USP), (5) Value proposition, (6) Product packaging and design, (7) Product bundling, (8) Customer feedback integration
Define and Implement your Communication Strategy: (1) Background & context, (2) Communication objectives, (3) Approach, (4) Communication principles, (5) Overarching messages, (6) Stakeholder analysis, (7) Communication channels, (8) Key dependencies, (9) Communication risks, (10) High-level communication plan, (11) Detailed communication plan
Define and Implement your Sales Distribution Strategy: (1) Retail distribution, (2) Wholesale distribution, (3) Online distribution, (4) Own physical store distribution, (5) Franchising, (6) Strategic partnerships, (7) Multi-channel distribution, (8) Sales team structure, (9) Sales distribution strategy selection matrix
Define and Implement your Pricing Strategy: (1) Pricing fundamentals, (2) Pricing maturity model, (3) Current pricing maturity level, (4) Target pricing maturity level, (5) Pricing strategies, (6) Methods to set up price, (7) Discount types, (8) How to avoid price war
List your Potential Initiatives
Create your Business Cases and Financial Models to Assess your List of Potential Initiatives
Prioritize, Plan and Implement your Projects: (1) Project prioritization, (2) Business roadmap, (3) Governance, (4) Dashboards, (5) Project implementation: agile methodology, design thinking and traditional methodology, (6) Continuous improvement (7) Post projects evaluation and lessons learnt, (8) Post sales, marketing and communication strategy evaluation and lessons learnt
Manage Change & Internal Communication: (1) Change management strategy, (2) Change management plans, (3) Implementation, tracking and progress management, (4) Communicate effectively

10. Business Plan and Entrepreneurship Toolkit

Build, run and scale your own business with our comprehensive and simple 6-phase approach: (I) Generate business ideas & select the most promising one, (II) Define your business model & identify your critical assumptions, (III) Gather data to validate or invalidate your critical assumptions, (IV) Build a business plan, (V) Implement your business plan and gather more data along the way, (VI) Estimate the value of your business and raise funds.
(I) Generate business ideas & select the most promising one: (1) Business idea generator, (2) Business ideas prioritization.
(II) Define your business model & identify your critical assumptions: (1) Key partners, (2) Key activities, (3) Key resources, (4) Value propositions, (5) Customer relationships, (6) Channels, (7) Customer segments, (8) Cost structure, (9) Revenue stream, (10) Identify your most critical assumptions.
(III) Gather data to validate or invalidate your critical assumptions: (1) Data required to validate or invalidate our critical assumptions, (2) Methods to get the required data, (3) New data and insights, (4) Impacts on our business model, (5) Impacts on our business ideas prioritization.
(IV) Build a business plan: (1) Problem to solve & solution, (2) Mission, vision & strategic objectives, (3) Target market, (4) Market analysis, (5) Competitor analysis, (6) Marketing plan, (7) Business structure, (8) Financial plan.
(V) Implement your business plan and gather more data along the way: (1) Stakeholder management, (2) Key performance indicators (KPIs) dashboard, (3) Action plan, (4) Monthly budget to monitor the expenses and the revenue of your venture, (5) New data and insights, (6) Impacts on our business plan and business model.
(VI) Estimate the value of your business and raise funds: (1) Company’s financial performance analysis: Income statement, Balance sheet statement, Cash flow statement, Financial ratios, Sales breakdown analysis, and Cost breakdown analysis, (2) Top 3 business valuation methods including discounted cash flow valuation model, precedent transaction analysis and comparable company analysis, (3) Venture capital 101 presentation: Venture capital industry, the venture capital 6-phase process, how venture capital firms decide which startup they should fund, and the growth stages and funding rounds of a successful start-up (4) Investor and startup term sheet: Post-money valuation, Amount of financing, Size of option pool, Vesting periods, Board representation, and a summary of all the terms and pitfalls to avoid.

11. Supply Chain Strategy Toolkit

Define and implement your Supply Chain Strategy using our world-class 7-phase approach: (I) Supply Chain Overarching Strategy, (II) Demand & Supply Planning Strategy, (III) Sourcing & Procurement Strategy, (IV) Manufacturing Strategy, (V) Logistics & Distribution Strategy, (VI) Project Prioritization, Business Roadmap and Implementation, and (VII) Change Management
(I) Define and implement your Supply Chain Overarching Strategy: (1) Summary of the corporate & Business strategy, (2) Supply chain vision, mission and values, (3) Supply chain strategic objectives to reach our vision, (4) Team & budget, (5) Supply chain 4 pillars to reach our strategic objectives: “Demand & Supply Planning”, “Sourcing & Procurement”, “Manufacturing”, and “Logistics & Distribution”
(II) Define and implement your Demand & Supply Planning Strategy: (1) Overview and best practices of the function “Demand & Supply Planning”, (2) Maturity model, (3) Key performance indicators (KPIs), (4) Current state of the company, (5) Future state of the company, (6) Potential projects to reach our future state, (7) Business cases to help us prioritize our potential projects
(III) Define and implement your Sourcing & Procurement Strategy: (1) Overview and best practices of the function “Sourcing & Procurement”, (2) Maturity model, (3) Key performance indicators (KPIs), (4) Current state of the company, (5) Future state of the company, (6) Potential projects to reach our future state, (7) Business cases to help us prioritize our potential projects
(IV) Define and implement your Manufacturing Strategy: (1) Overview and best practices of the function “Manufacturing”, (2) Maturity model, (3) Key performance indicators (KPIs), (4) Current state of the company, (5) Future state of the company, (6) Potential projects to reach our future state, (7) Business cases to help us prioritize our potential projects
(V) Define and implement your Logistics & Distribution Strategy: (1) Overview and best practices of the function “Logistics & Distribution”, (2) Maturity model, (3) Key performance indicators (KPIs), (4) Current state of the company, (5) Future state of the company, (6) Potential projects to reach our future state, (7) Business cases to help us prioritize our potential projects
(VI) Prioritize, plan and implement your projects: (1) Project Prioritization, (2) Business Roadmap, (3) Governance, (4) Dashboards, (5) Project implementation (Agile methodology, Design Thinking and Traditional methodology), (6) Post projects evaluation and lessons learnt, (7) Post supply chain strategy evaluation and lessons learnt
(VII) Manage change: (1) Change Management Strategy, (2) Change Management Plans, (3) Implementation, tracking and progress management
Build success stories such as Walmart, Amazon and Zara who all gain a competitive advantage through supply chain improvements

12. Lean 6 Sigma Toolkit

Adopt and implement a Lean 6 Sigma methodology within your organization using the 5 phases of the world-class DMAIC approach: (I) Define, (II) Measure, (III) Analyze, (IV) Improve, (V) Control
(I) Define: (1) Define the problem to solve, (2) Define clear and measurable project goals aligned with the corporate and business strategy, (3) Define the high-level current process and the scope with the SIPOC tool, (4) Establish the timeline and budget for the project, (5) Conduct a stakeholder analysis, (6) Define the project team, (7) Define the customer requirements using the VOC technique and Critical-to-Quality tree, (8) Define the data collection plan
(II) Measure: (1) Measure the current process performance, (2) Create assumptions for what might be causing problems, (3) Collect data and ensure data reliability
(III) Analyze: (1) Analyze the data in detail, (2) Verify your assumptions in terms of what might be causing problems using the “Five Whys” problem solving tool, the “Fishbone Diagram” tool, and the Pareto Analysis tool, (3) Identify, assess, and prioritize potential failure modes in a system or process using the FMEA approach
(IV) Improve: (1) Define ideation constraints, (2) Generate potential solutions using “How might we” questions, ideation workshop, brainstorming, the Crazy 8S tool and the 5 S framework, (3) Categorize the solutions using mind mapping, (4) Create a business case & financial model for the most promising solutions, (5) Select the best solution, (6) Test the solution using a testing sheet and a feedback capture grid, (7) Create a standard operating procedure (SOP), (8) Implement the solution(s), (9) Assess commitment with the commitment curve tool, (10) Measure improvement
(V) Control: (1) Monitor and continuously improve the process with the Kaizen approach, (2) Create and implement a control plan, (3) Share and celebrate your success, (4) Apply new knowledge to other processes in your organization
Build success stories such as Motorola who saved over $16 billion in costs and increased customer satisfaction by 15% by applying Lean 6 Sigma

13. Risk Management Toolkit

Define and implement your risk management strategy and plan: (1) Summary of the corporate and business strategy, (2) Risk appetite, (3) Risk management capability maturity model, (4) Risk management mission, vision and strategic objectives, (5) Risk management KPIs, targets and initiatives, (6) Roadmap to reach our strategic objectives, (7) Risk management team and budget, (8) Governance structure, (9) Guiding principles, (10) Framework to manage risk
Easily identify, assess and mitigate the key risks & issues of your project or company by leveraging our risk management 7-phase approach, risk log, issue log, risk assessment matrix, and risk & issue dashboard
Prioritize your risks based on the potential impact of the risk and the probability of the risk to happen
Automatically calculate your number of high, medium and low priority risks & issues with our risk & issue dashboard
Present a robust risk management approach and risk assessment overview to your board of directors, executive committee or program manager
Get a high-level view of all your risks with our 3 by 3 Risk Prioritization Matrix and 5 by 5 Risk Prioritization Matrix

14. Leadership Development Toolkit

Resolve complex problems: (1) Define problem, (2) Structure problem, (3) Prioritize issues, (4) Plan analyses and work, (5) Conduct analyses, (6) Synthesize findings & develop recommendations, (7) Present findings and recommendations effectively.
Present with impact: (1) Showing strong personal presence, (2) Importance of gestures, (3) Collaborative approach to presenting, (4) The “3 Cs” of engaging communications.
Communicate effectively: (1) Listen effectively, (2) Avoid verbal “communication killers” & use verbal “communication openers”, (3) Use non-verbal communication efficiently, (4) Do your homework prior to a real conversation, (5) Give and receive feedback, (6) Encourage the person to continue to talk and tell their story, (7) Check that you’ve understood the other person’s position, (7) Use open and closed questions smartly, (8) Communicate differently depending on the person’s style.
Negotiate effectively: (1) Preparing for negotiation, (2) Conducting negotiation, (3) Closing negotiation.
Manage your time: (1) Have a very well-organized filing system, (2) Avoid procrastination, (3) Avoid being interrupted and distracted to reach a state of high productivity, (4) Avoid ineffective meetings, (5) Master efficient tools such as Outlook, (6) Never start from scratch, (7) Know how to prioritize.
Manage your team: (1) Build trust among your team, (2) Define your team’s mission, vision, and values, (3) Define your team’s key goals, (4) Define the key roles and responsibilities, (5) Define the ways of working, (6) Create a one-page team charter with your team, (7) Know how to coach your team members, (6) Role model a “constructive” culture, (7) Manage change.
Manage your stakeholders: (1) List stakeholders who can influence your project or be impacted by it, (2) Segment your key stakeholders, (3) Define & implement a plan of actions for each stakeholder.
Facilitate meetings and workshops: (1) Create a foundation for collaboration, (2) Keep the discussion from going off track, (3) Get the discussion back on track.
Define your personal mission, goals and values: (1) Define your personal mission statement and vision statement, (2) Define your long-term and short-term goals, (3) Define your behaviors and values, (4) Create your personal development poster.

15. Financial Modeling, Planning & Analysis Toolkit

Build Financial Models with our ready-made Excel Models: (1) Three Financial Statement Model, (2) Project Business Case & Financial Model, (3) Discounted Cash Flow Model, (4) Scenario and Sensitivity Analysis Model, (5) Business Units Consolidation Model, (6) Discounted Earnings Model, (7) Comparable Company Analysis Model, (8) Precedent Transaction Analysis Model, (9) Mergers & Acquisitions Model, (10) Weighted Average Cost of Capital (WACC) Model
Build strong Financial Planning and Analysis (FP&A) Capabilities with our 4-phase approach: (I) Gather Financial Data, (II) Assess Current Financial Performance, (III) Define Financial Plan, (IV) Implement, Track & Manage Progress
(I) Gather Financial Data: (1) Income Statement, (2) Cash Flow Statement, (3) Balance Sheet, (4) Working Capital Schedule, (5) Depreciation Schedule, (6) Debt & Interest Schedule, (7) Sales Breakdown, (8) Costs Breakdown
(II) Assess Current Financial Performance: (1) Efficiency Ratios, (2) Solvency Ratios, (3) Liquidity Ratios, (4) Profitability Ratios, (5) Leverage Ratios, (6) Return on Investment Ratios, (7) Sales Breakdown Analysis, (8) Costs Breakdown Analysis
(III) Define Financial Plan: (1) Company’s Mission, Vision and Strategic Objectives, (2) Forecast, Scenarios, Discounted Cash Flow valuation, and Sensitivity Analysis, (3) Financial Objectives and KPIs to reach our Vision, (4) Budget Allocations, (5) List of Potential Initiatives to reach our Financial Objectives, (6) Project Business Cases and Financial Models to assess our list of potential initiatives, (7) Initiative Prioritization, (8) Business Roadmap
(IV) Implement, Track & Manage Progress: (1) Governance, (2) Dashboards, (3) Projects Plans, (4) Project Implementation: Agile Methodology, Design Thinking, Traditional Methodology, (5) Quarterly Update of the Financial Plan, (6) Post Projects Evaluation and Lessons Learnt, (7) Post Financial Planning Evaluation and Lessons Learnt
Build a success story such as Apple and Google who gained a competitive advantage by mastering Financial Modeling, Planning & Analysis

16. Customer Experience Strategy & Design Thinking Toolkit

Define and implement a robust customer experience strategy: (1) Summary of the corporate & business strategy, (2) Current & target customer experience maturity levels, (3) Customer experience vision, mission & values, (4) Strategic objectives & KPIs to reach our vision, (5) Customer segments & customer journeys, (6) Initiative prioritization & business roadmap
Adopt and implement a Design Thinking approach within your organization using the 5 phases: (I) Empathize, (II) Define, (III) Ideate, (IV) Prototype, (V) Test
(I) Gain an empathic understanding of your users: (1) Project canvas, (2) Stakeholder management, (3) Research plan, (4) Desktop research, (5) User interviews, (6) Focus groups, (7) Shadowing, (8) DILO, (9) Contextual inquiry, (10) Diary study, (11) Ethnographic research, (12) Emotional response cards, (13) Surveys, (14) Expert interviews, (15) Service safari
(II) Define the key problem to solve: (1) Customer journey, (2) User personas, (3) Empathy map, (4) Five whys, (5) Five WH questions, (6) Affinity mapping, (7) Card sorting, (8) Landscape review, (9) Problem statement, (10) Value proposition
(III) Generate a range of ideas to solve the problem: (1) Define success, (2) Ideation constraints, (3) “How might we” questions, (4) Ideation workshop, (5) Brainstorming, (6) Mind mapping, (7) Sketching, (8) Crazy 8s, (9) Design sprint, (10) NABC, (11) Idea evaluation
(IV) Build prototypes for a range of our ideas: (1) Sketching, (2) Storyboarding, (3) Low-fidelity prototyping, (4) Co-creation workshops, (5) High-fidelity prototyping, (6) Role-playing, (7) Proof of concept, (8) Minimum viable product
(V) Return to the users for feedback: (1) Testing sheet, (2) Heuristic evaluation, (3) Usability testing, (4) Accessibility testing, (5) A/B testing, (6) Eye tracking, (7) Heatmaps, (8) Performance testing, (9) Feedback capture grid
Build success stories such as Netflix who was able to revolutionize the movie industry, and Airbnb who was able to double its revenue within a week by combining a robust customer experience strategy with a design thinking approach

17. Data Analytics Strategy Toolkit

Define and implement your Data Analytics Strategy: (1) Summary of the Corporate & Business Strategy, (2) Current & Target Data Analytics Maturity Levels, (3) Data Analytics Vision, Mission & Values, (4) Strategic Objectives and KPIs to reach our Vision, (5) Team & Budget, (6) Stakeholder Management
Design your Data Management & Infrastructure: (1) Data sources and acquisition, (2) Data storage and processing solutions, (3) Data integration, transformation & ETL Processes, (4) Data quality & cleansing, (5) Data infrastructure scalability & performance, (6) Emerging technologies in data management and infrastructure , (7) Successful implementations
Design your Data Governance & Compliance: (1) How data governance enables an organization to become data-driven?, (2) Data governance framework, (3) Data privacy and security, (4) Data compliance management, (5) Data ethics and responsible use, (6) Implementing data governance and compliance, (7) Emerging trends and innovations , (8) Charter template
Select the right Data Analytics Tools and Techniques: (1) Data visualization tools and techniques, (2) Statistical analysis tools and techniques, (3) Machine learning tools and techniques, (4) Big data tools and techniques, (5) Data preparation tools and techniques, (6) Analytics tools selection matrix
Build a Data-driven Organization: (1) Characteristics of a data-driven organization, (2) Building a data-driven culture, (3) Developing data skills and capabilities, (4) Creating a user-friendly data infrastructure, (5) Fostering experimentation and innovation, (6) Case study
Identify relevant Use Cases with 60+ examples of use cases across different industries and functions
Create your Business Cases and Financial Models to assess your list of potential Initiatives
Prioritize, plan and implement your projects: (1) Project Prioritization, (2) Business Roadmap, (3) Governance, (4) Dashboards, (5) Project implementation (Agile methodology, Design Thinking and Traditional methodology), (6) Post projects evaluation and lessons learnt, (7) Post data analytics strategy evaluation and lessons learnt
Manage change: (1) Change Management Strategy, (2) Change Management Plans, (3) Implementation, tracking and progress management
Build a success story such as Netflix who positioned itself as a leader in the streaming industry by leveraging data-driven insights.

18. Warren Buffet Value Investing Strategy Toolkit

Define and implement Warren Buffet Value Investing Strategy: (1) Strategic objective, (2) Portfolio strategy, (3) Attitude & mindset, (4) Decision-making process, (5) Investment Frequency, (6) Cash on Hand, (7) Horizon, (8) Financial Tools in Excel
Identify Opportunities with our Stock Watchlist and Screener in Excel including real-time data
Implement Warren Buffet’s Stock Investment Decision-making Process: (1) Understanding of the company, (2) Company quality assessment, (3) Company value assessment, (4) Decision
Assess your Understanding of the Company you are considering investing in: (1) Business model, (2) Annual & quarterly reports, (3) Income statement, (4) Cash flow statement, (5) Balance sheet, (6) Sales & costs breakdown, (7) Financial ratios, (8) Industry
Assess the quality of the Company: (1) Future earnings, (2) Free cash flow, (3) Profit margin, (4) MOAT, (5) Management team, (6) Manageable leverage
Assess if the Company is Fairly or Undervalued: (1) Financial modeling best practices, (2) Three financial statement model, (3) Sophisticated discounted cash flow (DCF) valuation model, (4) Simple discounted cash flow (DCF) valuation model, (5) Simple discounted earnings valuation model
Create an Overall Assessment to Decide if you Should Invest
Manage your Stock Portfolio Effectively: (1) Excel trade record, (2) Excel stock portfolio, (3) Excel net worth calculation, (4) Excel dashboard

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Ex-Deloitte Management Consultant

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