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Silver Access

Get 15 Toolkits. Now you can learn how the Fortune 100 and Top Global Consulting Firms solve business problems and outperform their competitors. Our Toolkits include Frameworks, Best Practices and Templates created by ex-McKinsey, Deloitte & BCG Management Consultants over the past 11 years, after 50,000+ hours of work. They are considered the world's best Management Consulting Toolkits.

Editable Toolkits to help you reuse our content: 6000 Powerpoint slides | 220 Excel sheets | 4 hours of Video training

Number of users:

US $8,990 US $16,990 Save US $8,000

Each Toolkit includes:

contents

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) Situation, key challenge and proposed solution, (2) Project objectives and key performance indicators (KPIs), (3) Project scope, approach and team, (4) Key activities and deliverables, (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 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) Manage your Stakeholders: (1) Stakeholder analysis, (2) Stakeholder engagement strategy, (3) Stakeholder engagement detailed plan
3. Digital Transformation and IT Strategy Toolkit
  • 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”
  • Define the Digital Transformation Strategy: (1) Key success factors, (2) Digital transformation program team and budget, (3) Current and target digital maturity level, (4) Digital transformation vision, (5) Digital transformation strategic objectives to reach our vision, (6) Potential projects to reach our strategic objectives, (7) Business cases and financial models to prioritize our potential projects, (8) Project prioritization, (9) Digital transformation roadmap including our prioritized projects, (10) Required technologies to implement the projects
  • Define a robust IT Strategy that will enable your business strategy and Digital Transformation: (1) Enterprise Architecture, (2) Summary of the Corporate & Business Strategy, (3) Current & Target IT Capability Maturity Levels, (4) IT Vision, Mission & Values, (5) IT Value Drivers, (6) IT Strategic Objectives & KPIs to reach our Vision, (7) IT Team & Budget, (8) IT Guiding Principles
  • Define the key pillars required to implement your IT Strategy: (1) IT Operating model, (2) Technology, (3) Data Management & Infrastructure, (4) IT Services, (5) Sourcing & Procurement Strategy
  • List your potential initiatives for each pillar
  • Create your business cases and financial models to assess 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 program/projects evaluation and lessons learnt
  • Define and implement your change management strategy and internal communication strategy: (1) Change management strategy, (2) Change management plans, (3) Implementation, tracking and progress management, (4) Effective communication
  • Engage your stakeholders effectively: (1) Stakeholder analysis, (2) Stakeholder engagement strategy, (3) Stakeholder engagement detailed plan
4. Program, Project and Change Management Toolkit
  • Adopt a robust program management approach: (1) Potential initiatives, (2) Business cases, (3) Project prioritization, (4) Business roadmap, (5) Governance, (6) Dashboards, (7) Continuous improvement, (8) Program evaluation
  • Improve the project management capabilities of your organization with a simple and comprehensive 3-phase approach: (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) Situation, key challenge and proposed solution, (2) Project objectives and key performance indicators (KPIs), (3) Project scope, approach and team, (4) Key activities and deliverables, (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, (5) Capacity planning, (6) Risk management framework, (7) Risk log and dashboard, (8) Issue log and dashboard
  • (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
  • Improve the change management capabilities of your organization with a simple and comprehensive 3-phase approach: (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
  • Leverage the top 12 change management frameworks and tools: (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
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 Analysis, (3) HR and Talent Management Capability Maturity Model, (4) Current State And Target State, (5) HR and Talent Management Mission, Vision & Values, (6) Strategic Objectives & KPIs to Reach our Vision, (7) Team & Budget, (8) 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 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
  • Define and implement your change management strategy and internal communication strategy: (1) Change management strategy, (2) Change management plans, (3) Implementation, tracking and progress management, (4) Effective communication
  • Engage your stakeholders effectively: (1) Stakeholder analysis, (2) Stakeholder engagement strategy, (3) Stakeholder engagement detailed plan
7. Mergers and Acquisitions Toolkit
  • Improve the M&A capability of your organization and boost your personal career with our 7-phase approach: (I) Define your M&A Strategy, (II) Identify Target Companies, (III) Build a Business Case and Financial Model, (IV) Conduct a Due Diligence, (V) Execute Transaction, (VI) Conduct the Post Merger Integration, (VII) Activities specific to Carve-outs
  • (I) Define your M&A Strategy: (1) Company mission, vision and values, (2) M&A key considerations, (3) M&A strategic objectives and key performance indicators, (4) M&A team, (5) M&A guiding principles, (6) Target screening criteria, (7) Current M&A pipeline
  • (II) 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) Valuation: DCF model, comparable company analysis, and precedent transaction analysis, (6) Targets approved for the business case phase
  • (III) Build a Business Case and 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
  • (IV) Conduct a Due Diligence: (1) Data room and clean room, (2) Work plan including key business case hypotheses & assumptions, (3) Due diligence to validate key hypotheses and assumptions, (4) Updated valuation, business case, and financial model, (5) Recommendation to make (or not) a formal offer to acquire the target company
  • (V) Execute Transaction: (1) Deal structure, (2) Sale and purchase agreement (SPA), (3) M&A negotiations, (4) Signing and closing the M&A deal
  • (VI) Conduct the Post Merger Integration: (1) Integration strategy, (2) Integration & synergy initiatives, (3) Detailed Plans, (4) Implementation & Monitoring, (5) Change Management and Internal Communication, (6) Stakeholder Engagement
  • (VII) Activities specific to Carve-outs: (1) Exit readiness, (2) Transaction perimeter , (3) Separation concepts, (4) Management presentation, (5) Legal entity, (6) Separation execution
8. Post Merger Integration Toolkit
  • Conduct a successful post merger integration with our 6-phase approach: (I) Integration Strategy, (II) Integration & synergy initiatives, (III) Detailed Plans, (IV) Implementation & Monitoring, (V) Change Management and Internal Communication, and (VI) Stakeholder Engagement
  • (I) Define your integration strategy: (1) Deal rationale, (2) Merger strategic objectives, (3) Key performance indicators (KPIs), (4) Governance and Integration Management Office (IMO), (5) Guiding principles, (6) Integration approach, (7) Operating model and organization design, (8) Integrated synergy baseline, (8) Synergy targets
  • (II) Identify your integration & synergy initiatives: (1) Potential integration & synergy initiatives, (2) Business cases and financial models, (3) Integration & synergy initiatives prioritization, (4) Integration & synergy initiatives roadmap
  • (III) Create your detailed plans: (1) Integration plan: Day 1, Day 30, Day 60, Day 90, (2) Day one readiness workshop, (3) Staffing & retention plan, (4) Culture integration strategy and plan, (5) Risk management strategy and plan
  • (IV) Implement and monitor your integration: (1) Governance and Integration Management Office (IMO), (2) Dashboards: Strategic objectives and KPIs, Integration & synergy initiatives, Integration plan, Other detailed plans, (3) Training to help managers set up their team, (4) Integration lessons learned
  • (V) Define and implement your change management strategy and internal communication strategy: (1) Change management strategy, (2) Change management plans, (3) Implementation, tracking and progress management, (4) Effective communication
  • (VI) Engage your stakeholders effectively: (1) Stakeholder analysis, (2) Stakeholder engagement strategy, (3) Stakeholder engagement detailed plan
9. Sales, Marketing & Communication Strategy Toolkit
  • Define and Implement your Sales & Marketing Strategy: (1) Market analysis, (2) Competitor analysis, (3) Sales analysis, (4) Marketing analysis, (5) Funnel process, (6) Company swot analysis, (7) Strategy frameworks, (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 for each pillar
  • Create your Business Cases and Financial Models to assess 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
  • Define and implement your change management strategy and internal communication strategy: (1) Change management strategy, (2) Change management plans, (3) Implementation, tracking and progress management, (4) Effective communication
  • Engage your stakeholders effectively: (1) Stakeholder analysis, (2) Stakeholder engagement strategy, (3) Stakeholder engagement detailed plan
10. Business Plan and Entrepreneurship Toolkit
  • Build, run, and scale your own business with our practical 8-phase approach: (I) Generate business ideas and select the most promising one, (II) Define your business model and identify 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, (VI) Estimate the value of your business and raise funds, (VII) Carry out a financial analysis, (VIII) Engage stakeholders
  • (I) Generate business ideas and select the most promising one: (1) Business idea generator, (2) Prioritization of business ideas
  • (II) Define your business model and 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) 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 and solution, (2) Mission, vision, and 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) Key performance indicators dashboard, (2) Action plan, (3) Monthly budget to monitor the expenses and the revenue of your venture, (4) New data and insights, (5) Impacts on our business plan and business model
  • (VI) Estimate the value of your business and raise funds: (1) Valuation methods including discounted cash flow valuation model, precedent transaction analysis and comparable company analysis, (2) Venture capital 101 and cap table (3) 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
  • (VII) Carry out a financial analysis: (1) Income statement, (2) Balance sheet, (3) Cash flow statement, (4) Three statements model, (5) Sales and costs analysis, (6) Financial ratios
  • (VIII) Engage your stakeholders effectively: (1) Stakeholder analysis, (2) Stakeholder engagement strategy, (3) Stakeholder engagement detailed plan
11. Supply Chain Strategy Toolkit
  • Define and implement your Supply Chain Strategy using our world-class 6-phase approach: (I) Supply Chain Overarching Strategy, (II) Four Pillars to reach our Strategic Objectives: Demand & Supply Planning Strategy, Sourcing & Procurement Strategy, Manufacturing Strategy, and Logistics & Distribution Strategy, (III) Potential Initiatives to reach the future state of each Pillar, (IV) Business cases and financial models to assess potential Initiatives, (V) Project Prioritization, Business Roadmap and Implementation, and (VI) Change Management, Internal Communication and Stakeholder Engagement
  • 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) Make or buy decision, (6) Kraljic Matrix, (7) Guiding principles and key pillars
  • 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 and future state of the company
  • 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 and future state of the company
  • 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 and future state of the company
  • 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 and future state of the company
  • List your potential initiatives for each pillar
  • Create your business cases and financial models to assess 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 program/projects evaluation and lessons learnt
  • Define and implement your change management strategy and internal communication strategy: (1) Change management strategy, (2) Change management plans, (3) Implementation, tracking and progress management, (4) Effective communication
  • Engage your stakeholders effectively: (1) Stakeholder analysis, (2) Stakeholder engagement strategy, (3) Stakeholder engagement detailed plan
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: (1) Summary of the corporate and business strategy, (2) Risk appetite, (3) Risk management capability maturity model, (4) Risk management mission, vision and values, (5) Strategic objectives & KPIs to reach our vision, (6) Roadmap to reach our strategic objectives, (7) Risk management team and budget, (8) Governance structure, (9) Guiding principles, (10) Framework to manage risk
  • Build a robust 6-step framework to manage risk: (1) Risk identification, (2) Risk assessment, (3) Risk prioritization, (4) Risk mitigation, (5) Risk closure and issue escalation, (6) Issue management
  • Easily identify, assess, and mitigate the key risks and issues of your project or company by leveraging our risk management framework, risk log, issue log, risk assessment matrix, and risk and 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 and issues with our risk and 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
  • Engage your stakeholders effectively: (1) Stakeholder analysis, (2) Stakeholder engagement strategy, (3) Stakeholder engagement detailed plan
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) Financial Modeling Best Practices, (2) Three Financial Statement Model, (3) Project Business Case & Financial Model, (4) Discounted Cash Flow Model, (5) Scenario and Sensitivity Analysis Model, (6) Business Units Consolidation Model, (7) Discounted Earnings Model, (8) Comparable Company Analysis Model, (9) Precedent Transaction Analysis Model, (10) Mergers & Acquisitions Model, (11) Weighted Average Cost of Capital (WACC) Model, (12) Cap Table
  • Build strong Financial Planning and Analysis (FP&A) Capabilities with our 3-phase approach: (I) Carry out a Financial Analysis, (II) Define your Financial Plan, (III) Implement, Track & Manage Progress
  • (I) Carry out a Financial Analysis: (1) Income Statement, (2) Balance Sheet, (3) Cash Flow Statement, (4) Three Statements Model, (5) Sales and Costs Analysis, (6) Financial Ratios, (7) Financial Performance Benchmarking, (8) Other Analysis
  • (II) Define your 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 potential initiatives, (7) Initiative Prioritization, (8) Business Roadmap
  • (IV) Implement, Track & Manage Progress: (1) Governance, (2) Dashboards, (3) Agile Methodology, (4) Design Thinking Methodology, (5) Traditional Project Management Methodology, (5) Quarterly Update of the Financial Plan, (6) Continuous Improvement, (7) Program/project evaluation
  • 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) Guiding Principles
  • 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
  • List your potential initiatives for each pillar
  • Create your business cases and financial models to assess 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 program/projects evaluation and lessons learnt
  • Define and implement your change management strategy and internal communication strategy: (1) Change management strategy, (2) Change management plans, (3) Implementation, tracking and progress management, (4) Effective communication
  • Engage your stakeholders effectively: (1) Stakeholder analysis, (2) Stakeholder engagement strategy, (3) Stakeholder engagement detailed plan
  • 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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'Imagine having a team of ex-McKinsey, Deloitte and BCG Management Consultants at your disposal at any time of the day to help you solve your business problems and improve the growth and efficiency of your organization. How much more confident would you be about the future performance of your organization and your own career progression? How much more time could you save?

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  • Aurelien Domont

    Ex-Deloitte Consultant

    15 years of experience

  • Daniel Curtis

    Daniel Curtis

    Ex-McKinsey Consultant

    16 years of experience

  • Tony Altimore

    Tony Altimore

    Ex-Booz Allen Hamilton Consultant

    15 years of experience

  • Syed Ali Usman Gardezi

    Syed Ali Usman Gardezi

    Ex-McKinsey Consultant

    15 years of experience

  • Abhishek Bhalla

    Abhishek Bhalla

    Ex-Accenture & IBM Consultant

    15 years of experience

  • Karola McArthur

    Karola McArthur

    Ex-Deloitte Consultant

    20+ years of experience

  • Akshata Prabhu

    Akshata Prabhu

    Ex-Bain & Company

    5+ years of experience

  • Ilija Sovilj

    Ilija Sovilj

    Ex-Ernst & Young Consultant

    10 years of experience

  • Hussein Al-Aaraj

    Hussein Al-Aaraj

    Ex-Accenture Consultant

    26 years of experience

  • Raimonds Kulbergs

    Raimonds Kulbergs

    Ex-Deloitte & EY Consultant

    12 years of experience

  • Rafik Zemouli

    Rafik Zemouli

    Ex-PWC & Kurt Salmon Consultant

    11 years of experience

  • Ricardo Agostini

    Ricardo Agostini

    Ex EY and PWC Consultant

    19 years of experience

  • Gabriela Hrasko

    Gabriela Hrasko

    Ex-McKinsey Consultant

    15 years of experience

  • Yoann C.

    Yoann C.

    Ex-Mckinsey Consultant

    20 years of experience

  • Swati Lohiya

    Swati Lohiya

    Ex-Mckinsey Consultant

    17 years of experience

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