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TABLE OF CONTENTS
0
1
0
3
PROJECT &
STRATEGY
You can describe the topic of
the section here
CHANGE
MANAGEMENT
You can describe the topic of
the section here
0
2
0
4
CONSULTING
PROPOSAL
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the section here
IMPLEMENT
CHANGES
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“This is a quote, words full of
wisdom that someone important
said and can make the reader get
inspired.”
—SOMEONE FAMOUS
0
1
PROJE
CT &
STRAT
EGY
You can enter a subtitle here if
you need it
PROJECT & STRATEGY
DEFINITION
You can give a brief description of the topic you
want to talk about here. For example, if you
want to talk about Mercury, you can say that it’s
the smallest planet in the entire Solar System
STRATEGIC PLANNING PROJECT
STEP
WE 1 PLAN
2 3 4 5 6 7 8 9 1 1
EK
0
1-KICK OFF
2-BUSINESS INSIGHTS
3-MISSION AND VISION
4-KEY STRATEGIC OBJECTIVES
WORKSHOP #1
5-STRATEGIC MAP
6-BALANCE SCORECARD
7-STRATEGIC OBJECTIVES
8-FIRST REPORT
WORKSHOP #2
1
1
2
STRATEGIC PLANNING PROJECT
PLAN
MISSION
VISION
Venus is the second planet
from the Sun
Jupiter is the biggest planet
in the Solar System
OBJECTIVES
KEY
INITIATIVES
Despite being red, Mars is a
very cold planet
Saturn is composed mostly
of hydrogen and helium
STRATEGY MAP & BALANCED
SCORECARD
PERSPECTIVES
STRATEGIC OBJECTIVES
FINANCIAL
F1- Insert your own text
F2- Insert your own text
CUSTOMER
C1- Insert your own text
C2- Insert your own text
INTERNAL PROCESS
I1- Insert your own text
I2- Insert your own text
LEARNING & GROWTH
L1- Insert your own text
L2- Insert your own text
MARKET
HIG
LOW
H
STRATEGIC OPTIONS: RISKS
MARKET
DEVELOPMEN
T STRATEGY
DIVERSIFICATI
ON
MARKET
PRODUCT
PENETRATION
DEVELOPMEN
STRATEGY
T STRATEGY
LOW
HIGH
PRODUCTS
Use a different
color for the
strategic option
you recommend
the company to
choose
IMPACT OF THE RISKS
5
VENUS
%
Venus is the
second planet
from the Sun
4
MARS 5
Despite being
%
red, Mars is very
cold
2
0 JUPITER
% Jupiter is the
biggest planet
3
MERCUR
0
Y
is a
% Mercury
very small
planet
Follow the link in the graph to modify its data and then paste the new one here. For more info, clic
k here
CORPORATE STRATEGIES
BENCHMA
RK
Despite being red,
GAP
ANALYSIS
Venus has a beautiful
Mars is actually a cold
place. It’s full of iron
oxide
name and is the
second planet from
the Sun
ROADMAP
Mercury is the closest
planet to the Sun and
the smallest of them
all
KEY DRIVERS OF THE PROFIT
DESCRIPTION
EXAMPLE
THE SITUATION
You need to provide a
Neutral description
Our company has been
selling its products in the US
THE
COMPLICATION
It’s a desired change
of the current situation
With a market share already
above 40%
THE QUESTION
It’s implicitly results
from the complication
Should we enter the
European market?
DECISIONS: MARKET, PRODUCT,
COMPANY
DESIRABILI
TY
What will be the
profitability?
PROFITABIL
ITY
What is the potential
FEASIBILITY
What is the viability to
enter this new market?
SWEET
SPOT
demand for our
product?
STRATEGIC PERSPECTIVES
IDENTIFYING
OPPORTUNITIES
NEGOTIATING NEW
CONTRACTS
ANALYSING
SOURCES
ANALYSING
POTENTIAL RISKS
Saturn is composed
mostly of hydrogen
Jupiter is the biggest
planet of them all
Venus is the second
planet from the Sun
Despite being red,
Mars is a very cold
place
AWESO
ME
WORD
STRONG BUSINESS PLAN
POLITICAL
P
E
Replace with your own
text
SOCIAL
text
S
T
Replace with your own
text
LEGAL
Replace with your own
text
ECONOMICA
L
Replace with your own
TECHNOLOG
ICAL
Replace with your own
text
L
E
ENVIRONME
NTAL
Replace with your own
text
STRONG BUSINESS CASE
TANGIBLE
$4M
BENEFITS
CASH FLOW ($
MILLION)
PROJECT
COSTS
CHANGE IMPACT
LOW
MANA
GER
Project manager name
$4M
SPON
SOR
MED
IUM
HIG
H
Sponsor name
FINANCIAL MODEL
HISTORICAL RESULTS
ICM MODEL
2014
2015
2016
2017
FORECAST PERIOD
2018
2019
2020
20XX
ASSET
CASH
xx
xx
xx
xx
xx
xx
xx
xx
ACCOUNTS
xx
xx
xx
xx
xx
xx
xx
xx
INVENTOR
Y
xx
xx
xx
xx
xx
xx
xx
xx
TOTAL
xx
xx
xx
xx
xx
xx
xx
xx
FINANCIAL MODEL
SAT
URN
Saturn is
composed mostly
of hydrogen
JUPITE
Jupiter
R is the
biggest
planet
75
%
25
%
MARS
Mars is a
very cold
place
Follow the link in the graph to modify its data and then paste the new one here. For more info, click here
PRICING STRATEGY
LEVEL
PORCENTAGE
DESCRIPTION
BASIC
STANDARD
ADVANCED
1
2
3
20%
70%
10%
- Insert your
description here
-Insert your
description here
-Insert your
description here
- Insert your
description here
-Insert your
description here
-Insert your
description here
- Insert your
description here
-Insert your
description here
-Insert your
description here
0
2
CONSUL
TING
PROPO
SAL
You can enter a subtitle here if you
need it
CONSULTING PROPOSAL
SERVICES
FEES
INVOICES
Mercury is the
closest planet to the
Sun
Venus is the second
planet from the Sun
Mars is actually a
very cold place
EXPENSES
MATERIAL
Saturn isS
composed
TERMS
Jupiter is the biggest
planet of them all
of hydrogen and
helium
Neptune is the
farthest planet from
the Sun
A PICTURE IS WORTH A
THOUSAND WORDS
A PICTURE
ALWAYS
REINFORCES THE
Images reveal large amounts of data, so
remember:
use an image instead of a
CONCEPT
long text. Your audience will appreciate
it
ANSWERS AND SUPPORTING
HOW CAN THE
COMPANY REDUCE ITS
ARGUMENTS
COST BY 10%?
Reduce costs by $5 millions through operational improvements
Outsource non-core
functions to save
$3M
Simplify core
function processes
to save $1M
Evaluate cost and
service level
Design current
processes
Select non-core
functions
Adopt best practices
based on
benchmarks
Review supplier cost
to save $1M
Select and review
current supplier
costs
Evaluate cost of
potential suppliers
PRIORITIZATION MATRIX: IMPACT &
EFFORT
IMPACT
EFFORT
An initiative with a high impact
would mean one of the following:
The “Effort” criteria is assessed
based on the following:
-The initiative needs to happen in
order to achieve the desired future
state
- Ease of implementation
-The initiative will significantly
reduce our cost or increase our
revenue
- Time frame required
- Resources required (Number of
people, capital investment)
FINANCIAL MODEL
INITIATIVE
IMPACT
EFFORT
01
List all your potential initiatives
Very high
02
List all your potential initiatives
High
03
List all your potential initiatives
Low
04
List all your potential initiatives
Low
05
List all your potential initiatives
High
06
List all your potential initiatives
Very high
CHANGE
MANAGEMEN
03 T
You could enter a subtitle here if you need it
ANSOFF GROWTH MATRIX
Do you know what helps you make your point
clear?
Lists like this one:
They’re simple
● You can organize your ideas clearly
● You’ll never forget to buy milk!
And the most important thing: the audience
won’t
miss the point of your presentation
BUSINESS CASE
01
Mercury is the
closest planet to the
Sun
BUSINESS
NAME
02
Venus is the second
planet from the Sun
COMPANY
LOGO
HERE
03
Mars is actually a
very cold place
XX/XX/XX
Jupiter is the biggest
planet of them all
04
Saturn is composed
of hydrogen and
helium
05
Neptune is very far
from the Sun
06
COMPETITOR COMPARISON TABLE
ATTRIBUTES
ATTRIBUTES
COMPETITOR
COMPETITOR A
A COMPETITOR
COMPETITOR B
B
MY
MY BUSINESS
BUSINESS
PRICE
$360
$320
$300
QUALITY
Low
Medium
High
20-40
18-45
18-50
Bad
Average
Good
Spain
Spain
Italy
Italy
USA
USA
CUSTOMER AGE
REPUTATION
LOCATION
LOCATION
TARGET
Jupiter is the
biggest planet in
the System
Despite being red,
Mars is a cold
place
NAME
OCCUP
ATION
AGE
James
Wilson
Lawyer
45 Years
40
%
60
%
Spani
Englis
sh
Italia
h
n
Venus has a
beautiful name and
is the second planet
from the Sun. It’s
terribly hot, and its
atmosphere is
extremely
poisonous.
IMPLEMENT, TRACK & MANAGE
PROGRESS
MANAGE
PROGRESS
PROGRESS
STATUS
LINK
VENUS
65%
www.yourlink.com
JUPITER
60%
www.yourlink.com
MARS
75%
www.yourlink.com
NEPTUNE
40%
www.yourlink.com
EARTH
90%
www.yourlink.com
0 IMPLEME
NTING
4
CHANGE
S
You can enter a subtitle here if you need it
CHANGE MANAGEMENT STRATEGY &
PLAN
SIZE
OF THE CHANGE
Name of change
HIGH
Name of change
Name of change
MEDIUM
Name of change
Name of change
Name of change
LOW
1 TEAM
IMPACTED
1 DIVISION
HALF
COMPANY
EXTREME
COMPLEXITY
EXTREM
E
SALES AND STRATEGY PLAN
01
02
03
IMPLEMENT
OTHER
ANALYSIS
ATION
ANALYSIS
05
04
SALES PLAN
SALES
ESTRATEGY
86,45
3
Big numbers catch your audience’s attention
ABOUT THE TERMS OF THE
AGREEMENT
JUPITE
Jupiter
is the
R
biggest
planet
MARS
Mars is a
very cold
place
Follow the link in the graph to modify its data and then paste the new one here. For more info, click here
$10,0
00
$20,0
00
$15,0
00
$45,0
00
Saturn has several rings
Mercury is the smallest planet
Mars is actually a cold place
Venus has a beautiful name
MANAGEMENT APPROACH
Venus is the
second planet from
the Sun
Mercury is the
smallest planet
JANUAR
Y
Mars is actually a
very cold place
FEBRUA
RY
MARCH
Neptune is very far
from the Sun
APRIL
STRATEGIC ALLIANCES
MARS
Mars is a
very cold
place
JUPITE
Jupiter is the
R
biggest
planet
ANSWERS AND ARGUMENTS
WRITE YOUR QUESTION
WRITE YOU ANSWER
SATURN
VENUS
MARS
Saturn is a gas giant and
has several rings. It's
composed of hydrogen
and helium.
Venus has a beautiful
name and is the second
planet from the Sun. It’s
terribly hot
Despite being red, Mars
is a very cold place, not
hot. It's full of iron oxide
dust.
WATERFALL MANAGEMENT PLAN
REQUIREME
Mercury is the closest
planet to the Sun
NTS
Venus is the second planet
DESIGN
from the Sun
IMPLEMENTA Earth is the third planet
from the Sun
TION
VERIFICATIO
Despite being red, Mars is a
very cold planet
N
MAINTENAN
Jupiter is the biggest planet
of them all
CE
MATURITY MODEL
25
%
50
%
75
%
BASIC
STANDARD
ADVANCED
Mercury is the closest
planet to the Sun
Venus is the second
planet from the Sun
Earth is the third planet
from the Sun
PROFITABILITY RATIOS
WORST
PEER
BEST
Company B
Company C
RETURN ON SALES (%)
RETURN ON EQUITY (%)
RETURN ON NET ASSETS (%)
RETURN CAPITAL EMPLOYED
(%)
RETURN ON FUNDS
EMPLOYED (%)
Company A
TOP 10 QUESTIONS OF BUSINESS
PLANS
01
What is your situation?
06
Who are the key players?
02
What is your vision?
07
How to make a difference?
03
How to reach your vision?
08
What is your marketing plan?
04
What do you offer?
09
What are your economics?
05
How big is the market?
10
What do you need to start?
DEMO SOFTWARE & APP
You can replace the image
on the screen with your
own work. Just right-click
on it and select “Replace
image”
OUR TEAM
TIMMY
JIMMY
You can speak a bit
about this person here
JENNA DOE
You can speak a bit
about this person here
THAN
KS!
Do you have any questions?
youremail@freepik.com
+91 620 421 838
yourcompany.com
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“Mercury is the smallest
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