Management Consultant Toolkit in Powerpoint and Excel

Management Consultant
Toolkit
By Former Deloitte &
Mckinsey
Management
Consultants

22
Our Toolkit includes 1000 Powerpoint slides and 25 Excel sheet
including the examples below
• Case Interview Training
• Strategic Plan Template
• Strategy Map Templates
• Balanced Scorecard Templates
• Change Management Toolbox
• Financial Model
• Business Case
• Strategy Definition Training
• Financial Analysis
• Lean 6 Sigma Essentials
• Market & Competitor Analysis
• Resume / CV Templates
• Financial Plan Templates
• Pyramid Principle
• Business Plan Template
• Marketing Plan
• Discounted Cash Flow Valuation
• Three Financial Statements Model

33
“In the next slides, you’ll find a
sample of some of our Powerpoint
and Excel documents. You can
access the editable version of our
documents at www.slidebooks.com”

44
There are 4 key phases to follow in order to be successful in a case study
interview
1.Verify your
understanding
2.Structure
the case
3.Analyze the
case
4.Close the
case
In the next slides, we are going to details the key steps for
each one of these phases using the following case study:
“Why my company’s profit has decreased by 10%?”

55
Zoom on Phase 1 - Verify your understanding
1.Verify your
understanding
2.Structure
the case
3.Analyze the
case
4.Close the
case
1. Buy some time: stay silence for a couple of seconds and then say a
generic sentence such as “say “hmmm…that’s an interesting question.
Let me play it back to you to make sure that my understanding is correct”
2. Rephrase the case: “So basically what you’re saying is that…is that
right?”
3. Ask clarifying question: “Can I ask some background questions before
I get started?...what do you mean by...”. Don’t assume anything. Different
companies use different vocabulary. Asking clarifying question will
demonstrate your professionalism and not your ignorance
3 Key Steps
Click here to download our products in editable Powerpoint and
Excel documents www.slidebooks.com

66
Zoom on Phase 2 - Structure the case
1.Verify your
understanding
2.Structure
the case
3.Analyze the
case
4.Close the
case
1. Buy some time: “Before presenting you a roadmap, would it be possible
to take 1 minute to gather my thoughts?”
2. Identify your framework: Identify the type of problem to solve and pick
the right framework (in the next section of this presentation, you’ll find
some simple framework that you will be able to use)
3. Describe the key component of the framework: ”To understand why
the profit is falling, I need to look at 2 key things: First the company’s
revenue and second the company’s cost
4. Engage your stakeholder: Draw the framework on a piece of paper and
present it in a collaborative way
4 Key Steps

77
There are 4 common categories of business problems
Profitability
Problem
1
Entering a new
market
2
Introducing a
new product
3
M&A Problem
4
“Why does my
company’s profit
have decreased
by 10%?”
“Should we
enter the
Chinese
market?”
“Should we
introduce this
new product X?”
“Should we
acquire the
company Y?”
A framework will be described for each one of these
business problem in the next slides

88
1.Profit Problem - Framework
Profit**
Revenue**
Revenue per
unit
Number of
units sold
Segment the
unit sold*
Cost**
Number of
units sold
Cost per unit
Fixed cost**
Raw materials
cost
Manufacturing
cost
Labour Equipment
Distribution,
Sales &
marketing cost
Customer
service cost
Variable
cost**
*By Business, regions, product lines, customer segments, distribution channels
**Compared with last year and compared with the industry
If there is a difference
between the company’s profit
growth and the industry-wide
profit growth, you may decide
to apply this framework twice:
one for the Company and one
for the industry and identify
the differences
The objective is to break down
the problem into smaller pieces
to understand the key drivers of
the declining profit

99
2.Entering a new market - Framework
Desirability
Viability Feasibility
Understand if it can be done
Sweet spot?
Understand the customer
Understand how money is made

Create a
Business Case
Training & Excel Templates
By Former Deloitte
Management
Consultants

11 www.slidebooks.com11
Objectives of this document
“ Learn how to create a Business Case with a
training and an Excel template created by former
Deloitte Management Consultants ”
“ Save your time by using our fully editable
PowerPoint slides and Excel Sheets ”

Table of content
The key concepts to know to build a Business Case
How to build a Business Case?
2
3
What is a Business Case?1
How to develop a Financial Model?4

Business Case’s goal and objectives
The Business case’s goal
is to complete a rigorous
analysis of a potential
project to facilitate the
decision on whether the
project should be
undertaken
The business case is a
differential analysis that
makes a comparison
between the current state
(As-Is) and the target state
as a result of the project
(To-Be)
Goal
Determine the potential value and value drivers of the project
Define the costs and expected benefits of the project
Determine if the project support the overall business strategy
Define the time-phased net cash flow impact, return on
investment and payback period of the project
Objectives

Key questions a Business Case should answer
1.What is the project?
2.How much value will it create?
3.What needs to be done?



Description
Value Proposition
Likely impact(s)



NPV of the investment
Resulting cash flow impact
IRR and payback period



Organizational changes
Process & systems changes
Culture changes
Go or No Go?


1515
2.Entering a new market - Framework
Desirability
Viability Feasibility
 Capital requirement
 Legal requirement
 Risk
 Company Capability
Sweet spot?
 Product
 Market size in volume
 Price willing to pay by customer
 Market size in value Distribution channels
 Cost per product
 Revenue per product
 Profit per product
 Competition
 Profit

Draw out a schematic for how the spreadsheet will work
Inputs sheet #1
Inputs sheet
Calculation sheet #1
Calculation sheets
Outputs sheet #1
Outputs sheet
Calculation sheet #2

5.Calculation sheet Excel template:
+ -
X -..
Project X
Version 1
Project P&L
Scenario X
FY1 FY2 FY3 FY4 FY5 Total
Volume: Number of products sold
Product A 10,000 20,000 30,000 50,000 100,000 210,000
Product B 50 100 200 500 1,000 1,850
Product C 10 20 30 50 100 210
Price: Average Price per product
Product A 1,000$ 1,050$ 1,050$ 1,050$ 1,050$ 5,200$
Product B 100$ 100$ 105$ 105$ 105$ 515$
Product C 10,000$ 10,500$ 10,500$ 10,500$ 10,500$ 52,000$
Revenue: Product multiply by Price
Product A Revenue 10,000,000$ 21,000,000$ 31,500,000$ 52,500,000$ 105,000,000$ 220,000,000$
Product B Revenue 5,000$ 10,000$ 21,000$ 52,500$ 105,000$ 193,500$
Product C Revenue 100,000$ 210,000$ 315,000$ 525,000$ 1,050,000$ 2,200,000$
Total Revenue 10,105,000$ 21,220,000$ 31,836,000$ 53,077,500$ 106,155,000$ 222,393,500$
Double click
to access the
editable
Excel
spreadsheet

6.The Outputs sheet(s) should include information such as:
 Total add revenue and cost savings
 Total add operational expenditure
 Taxes and net income
 Change in WC, capital expenditures, operating free cash flow
 Present value, cumulative present value and net present value
 IRR, payback period, payback period discounted

6.Outputs sheet template
Project X
Version 1
Financial Summary
Scenario X
Economic Value Added (EVA)
Revenue 10,105,000$ 21,220,000$ 31,836,000$ 53,077,500$ 106,155,000$ 222,393,500$
Cost of Goods sold 6,063,000$ 12,732,000$ 19,101,600$ 31,846,500$ 63,693,000$ 133,436,100$
Operating Expenses 783,000$ 940,955$ 1,107,630$ 1,136,486$ 1,028,202$ 4,996,273$
Capitalized Expenditure 60,000$ 60,000$ 60,000$ 60,000$ 60,000$ 300,000$
Net Benefit 3,199,000$ 7,487,045$ 11,566,770$ 20,034,514$ 41,373,798$ 83,661,127$
Average Net Book Value 80,000$ 140,000$ 120,000$ 100,000$ 80,000$
Cost of Capital 11% 11% 11% 11% 11%
Capital Charges 8,800$ 15,400$ 13,200$ 11,000$ 8,800$ 57,200$
Economic Value Added (EVA) 3,190,200$ 7,471,645$ 11,553,570$ 20,023,514$ 41,364,998$ 83,603,927$
Net Present Value of EVAs $99,822,374.94
$-
$10,000,000
$20,000,000
$30,000,000
$40,000,000
$50,000,000
$60,000,000
$70,000,000
$80,000,000
$90,000,000
Economic Value Added
Double click
to access the
editable
Excel
spreadsheet

Table of content
Apply the Pyramid principle
Create a story board
2
3
Write the introduction1
Resolve complex problems with the Pyramid
Principle?

Pyramid Principle Definition

Create a pyramid with your answer and supporting arguments - Template
Insert your answer
Insert your
supporting
argument
#1.1
Insert your
supporting
argument
#1.2
Insert your
supporting
argument
#1.3
Insert your
supporting
argument
#2.1
Insert your
supporting
argument
#2.2
Insert your
supporting
argument
#2.3
Insert your
supporting
argument
#3.1
Insert your
supporting
argument
#3.2
Insert your supporting
argument #1
argument #2
argument #3
Insert your
supporting
argument
#3,3
Insert your introduction’s question
Why or How?
Why or How?Why or How? Why or How?
To communicate in a structured way with a
busy executive, you should start with the
answer to the executive’s question first, and
then list your supporting arguments
Group, summarize and order logically your
supporting arguments

The company can reduce its
cost by $5 millions through
some operational
improvements
Select
non-core
functions
Evaluate
cost and
service level
of potential
partners
Choose one
partner for
each
function
Design
current
processes
Compare
current
process to
best-in-
class
benchmarks
Adopt best
practices
based on
benchmarks
Select and
review
current
supplier
costs
Evaluate
cost of
potential
alternative
suppliers
Outsource non-core
functions to save $3
Millions
Simplify core functions
processes to save $1
Million
Review supplier cost to
save $1 Million
Renegotiate
supplier
contracts
and/or
choose
alternative
suppliers
How can the company reduce its cost by 10%?
Create a pyramid with your answer and supporting arguments - Example
Click here to download our products in
editable Powerpoint and Excel documents
www.slidebooks.com

Then create a storyboard to have an overview of your presentation
1 2 3
4 5 6
Company’s profits
are decreasing
We should outsource
Competitor X is
profitable
Company X has
same revenue as us
But Company X has
lower cost
50% of his core functions
have been outsourced

Ensure that your storyboard combines horizontal and vertical logic
1 2 3Key message #1 Key message #2 Key message #3
Horizontal logic: A presentation should be
easily understood by only reading the key
message of each slide
Vertical logic: Texts, diagrams and charts
should support the key message

Market & Competitor Analysis
Company Name:
Date:
Author:
Business Unit:
Email:
Phone:
Example name
08/10/2014
John Example
Example A
Example@business.com
04 20 30 40 50

Table of content
1. Market analysis
1.1. Target market
1.2. Market size
1.3. Market growth
1.4. Market profitability
1.5. Market trends
1.6. Key success factors
2. Competitor analysis
2.1. Competitor identification
2.2. Competitor comparison
2.3. Competitor positioning
2.4. Competitor ranking
2.5 key findings

1. Market analysis
1. Market analysis
1.1. Target market
1.2. Market size
1.3. Market growth
1.5. Market trends
2.5 key findings

1. Market analysis
1.1.Target market - Template
• Describe in this text block your target market(s), that is to say the group of customers that you want to market your
products to.
• To identify your target market(s), you can use customer segmentations such as:
o Geographic segmentation
o Demographic/socioeconomic segmentation: gender, age, income, occupation, education, household size, and stage in
the family life cycle)
o Attitudes
o Psychological profiles
• If you have more than one target market, you ideally will have to tailor your mix marketing (4Ps) for each one of your target
markets
Target Market description

1. Market analysis
1.2.Target market size - Template
• Estimate the Total Available Market (TAM) size
• TAM refers to the global revenue opportunity available for a product or service
• Some sources of information such as government data, trade associations, financial
data from major players and customer surveys should help you to provide a rough
estimation
Total Available Market (TAM)
Total Available
Market (TAM)
Serviceable Available
Market (SAM)
• Estimate the Serviceable Available Market (SAM) size
• SAM refers to the percentage of the Total Available Market (TAM) that you can
actually serve
Serviceable Available Market (SAM)
• Estimate your Target Market size based on your estimation of the TAM and SAM size
• Target market refers to the group of customers that you want to market your products
to
Your Target MarketTarget Market
Market
Share
• Estimate your market share (in percentage and dollars) based on your unique selling
proposition and marketing plan
• Your market share refers to a percentage of your target market
Your Market Share

1. Market analysis
1.3.Target market growth - Template
• Estimate the Total Available Market (TAM) revenue growth
Total Available Market (TAM)
Total Available
Market (TAM)
Serviceable Available
Market (SAM)
• Estimate the Serviceable Available Market (SAM) revenue growth
Serviceable Available Market (SAM)
• Estimate your Target Market revenue growth
Your Target MarketTarget Market
Market
Share
• Estimate your market share growth
Your Market Share
• A simple way of forecasting the market
growth is to extrapolate historical data
into the future
• A more accurate way is to study growth
drivers such as demographic
information and sales growth in
complementary products - 10% every year between 2014 and 2020
+ 1% every year between 2014 and 2020

1. Market analysis
1.4.Market profitability - Guiding principles
The Porter’s Five Forces tool is helpful to assess the attractiveness and profitability of a market or industry by analyzing
the forces acting upon it:
Rivalry
• British
Airways
• British
Midland
• Dan Air
Bargaining power of
Suppliers
• Fuel companies
• Aircraft companies
• Labor
• Catering suppliers
Bargaining power
of Buyers
• Business
travellers
• Pleasure travellers
Threat of new
entrants
• Foreign airlines
• National airlines
• New companies
Threat of
Substitute
products
• Bus, Rail, Car
• Video
conferencing
Example of the Porter’s five forces tool applied in the airline industry

1. Market analysis
1.4.Market profitability - Template (1/2)
The Porter’s Five Forces tool is helpful to assess the attractiveness and profitability of a market by analyzing the forces
acting upon it:
Rivalry
• Insert a brief
description
Bargaining power of
Suppliers
• Insert a brief description
Bargaining power
of Buyers
• Insert a brief
description
Threat of new
entrants
• Insert a brief
description
Threat of
Substitute
products
• Insert a brief
description

1. Market analysis
1.4.Market profitability - Template (2/2)
• Insert a more comprehensive
description
Bargaining power of Suppliers
description
Bargaining power of Buyers
description
Rivalry among firms
description
Threat of Substitute products
description
Threat of new entrants
www.slidebooks.com

1. Market analysis
1.5.Market trends - Guiding principles

1. Market analysis
1.5.Market trends - Template
• Insert the description of the trend #1
Insert the title of the trend
#1
#2
#3

1. Market analysis
1.6.Key success factors (KSF) - Guiding principles
www.slidebooks.com

1. Market analysis
1.6.Key success factors (KSF) - Template
• Insert the description of the KSF #1Insert the title of the KSF #1

1. Market analysis
1.1. Target market
1.2. Market size
1.3. Market growth
1.5. Market trends
2.5 key findings
www.slidebooks.com

2.1.Competitor identification - Template
• Competitor A
• Competitor B
• Competitor C
• Competitor D
1.Key National Competitors
• Competitor E
• Competitor F
• Competitor G
• Competitor H
2.Key International Competitors
• Competitor L
• Competitor M
• Competitor N
• Competitor O
4.New Entrants
• Competitor I
• Competitor J
• Competitor K
3.Substitutes
Split your competitors in meaningful categories aligned with
your scope

2.2.Competitor comparison - Template (1/2)
Criteria
Revenue Profit Market share Main activity
Number of
employee
Product
quality
Insert your
own text
Competitor A
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own text
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own text
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own text
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own text
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own text
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own text
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own text
Competitor B
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own text
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own text
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own text
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Competitor D
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Compare your competitors with relevant criteria
www.slidebooks.com

2.2.Competitor comparison - Template (2/2)
0
0.5
1
1.5
2
2.5
3
3.5
4
Competitor A Competitor B Competitor C Competitor D Competitor E
Revenue Profit
Competitor Revenue and Profit
Insert your key message
You can edit the data chart with the following process:
>Double click on the graph > click Design > Click on “Edit
Data” >Update the table with your own data

4343
Click here to download
our products in
editable Powerpoint
and Excel documents
www.slidebooks.com

Management Consultant Toolkit in Powerpoint and Excel

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