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1. HR (Human
Resources)
Consulting Toolkit
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3. 02
0403
01
Table of contents
Project & strategy Consulting
proposal
You can describe the topic
of the section here
You can describe the topic
of the section here
Change
management
Implementing
changes
You can describe the topic
of the section here
You can describe the topic
of the section here

4. —Someone Famous
“This is a quote, words full of wisdom
that someone important said and
can make the reader get inspired.”

5. Project &
strategy
01
You can enter a subtitle here if you need it

6. 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

7. Strategic planning project plan
Steps Week 1 2 3 4 5 6 7 8 9 10 11 12
1. Kick-off
2. Business insights
3. Mission and vision
4. Key strategic objectives
5. Strategy map
6. Balanced scorecard
7. Strategic objectives
8. First report
Workshop #1
Workshop #2

8. Strategic planning project plan
Mission
Vision
Venus has a beautiful name and
very high temperatures
Jupiter is a gas giant and the
biggest planet of them all
Objectives Key initiatives
Despite being red, Mars is actually
a very cold place
saturn is a gas giant composed of
hydrogen and helium

9. Strategy map & scorecard
Perspectives Strategic objectives
Financial
F1 - Insert your
own text
F2 - Insert your
own text
F3 - Insert your
own text
F4 - Insert your
own text
Customer
C1 - Insert your
own text
C2 - Insert your
own text
C3 - Insert your
own text
C4 - Insert your
own text
Internal process
I1 - Insert your
own text
I2 - Insert your
own text
I3 - Insert your
own text
I4 - Insert your
own text
Learning & growth
L1 - Insert your
own text
L2 - Insert your
own text
L3 - Insert your
own text
L4 - Insert your
own text

10. Strategic options: risks
Market development
strategy
Diversification
strategy
Market penetration
strategy
Product development
strategy
New
Current
NewCurrent
market
products
Use a different
color for the
strategic option
you recommend
the company to
choose

11. Impact of the risks
5%
45%20%
30%
Mars Saturn
Saturn is a gas giant
and has several rings
Venus is the second
planet from the Sun
Venus Jupiter
Jupiter is a gas giant
and the biggest planet
Despite being red,
Mars is a cold place
Follow the link in the graph to modify its data and then paste the new one here. For more info, click here

12. Corporate strategies
Despite being red, Mars is
actually a cold place. It’s full
of iron oxide dust
Venus has a beautiful name
and is the second planet
from the Sun
It’s the closest planet to the
Sun and the smallest in the
Solar System
MarsVenusMercuryVenusMars

13. Key drivers of the profit
Description Example
The situation
You need to provide a neutral
description with facts that you
know your audience will agree on
Our company has been selling its
products in the US for 10 years,
with an annual profit growth above
10%
The complication
The complication is a desired
change of the current situation
With a market share already
above 40%, profit growth will be
limited in the US
The question
The question that implicitly results
from the complication
Should we enter the European
market or not?

14. Decisions: new company
What will be the
profitability of this
strategic initiative?
What is the
feasibility to enter
this new market?
What is the
potential demand
for our product in
this new market?
Desirability
Feasibility Profitability
Sweet spot

15. Strategic perspectives
Jupiter
Mars
Jupiter is a gas giant and the
biggest planet of them all
Despite being red, Mars is actually
a very cold place
Venus
Venus has a beautiful name and is
the second planet from the Sun
Mercury
It’s the closest planet to the Sun
and the smallest of them all

16. Awesome
words

17. Strong business plan
PESTLE
S
E L
P
E
T
Political
Economical
Social
Technological
Legal
Environmental
Replace the text with
your own text
Replace the text with
your own text
Replace the text with
your own text
Replace the text with
your own text
Replace the text with
your own text
Replace the text with
your own text

18. Strong business case
Project costs $4M Tangible benefits $14M Net present value $8M
Change impactCash flow (US$ million)
Intangible benefits
Insert your own text here
Sponsor
Strategic alignment
Insert your own text here
Resources
* Follow the link in the graph
to modify its data and then
paste the new one here. for
more info, click here
Low Medium High
Sponsor name Manager Project manager name

19. Financial model
Historical results Forecast period
Inc model 2014 2015 2016 2017 2018 2019 2020 2021 2022
Balance Sheet
Assets
Cash XX XX XX XX XX XX XX XX XX
Accounts XX XX XX XX XX XX XX XX XX
Inventory XX XX XX XX XX XX XX XX XX
Current Assets XX XX XX XX XX XX XX XX XX
Property XX XX XX XX XX XX XX XX XX
Goodwill XX XX XX XX XX XX XX XX XX
Total XX XX XX XX XX XX XX XX XX

20. Financial model
60%
40%
Venus Mars
Venus is the
second planet
from the Sun
Despite being
red, Mars is a
cold place
* Follow the link in the graph to modify its
data and then paste the new one here. For
more info, click here
VENUS

21. Pricing strategy
Level 1 2 3 4
Percentage 20% 70% 10% <1%
Description
- 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
- Insert your
description here
- Insert your
description here
- Insert your
description here
Basic
Standard
Advanced
Leading

22. Consulting
proposal
02
You can enter a subtitle here if you need it

23. Consulting proposal
Services Fees
Mercury is the closest planet
to the Sun
Invoices
Venus is the second planet
from the Sun
Expenses Materials
Jupiter is the biggest planet
of them all
Saturn is composed of
hydrogen and helium
Despite being red, Mars is
actually a cold place
Terms
Neptune is the farthest
planet from the Sun

24. A picture is worth a
thousand words

25. Images reveal large amounts of
data, so remember: use an
image instead of a long text.
Your audience will appreciate it
A picture always
reinforces
the concept

26. Answers and arguments
Reduce costs by $5 million through 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 Million
Simplify core functions processes to save
$1 Million
Review supplier cost to save
$1 Million
Negotiate supplier
contracts/choose options
How can the company reduce its cost by 25%?

27. Initiative prioritization matrix
IMPACT
EFFORT
An initiative with a high impact would
mean one of the following:
- The initiative needs to happen in order
to achieve the desired future state
- The initiative will significantly reduce the
cost or increase our revenue
The “effort” criteria is assessed based on
the following concepts:
- Ease of implementation
- Time frame required
- Resources required (number of people,
capital investment, etc.)

28. Prioritization matrix
1
2
4
3
List all your potential initiatives
List all your potential initiatives
List all your potential initiatives
List all your potential initiatives
5
6
List all your potential initiatives
List all your potential initiatives
Initiative Impact Effort
Very high
High
High
Low
Very high
High

29. Change
management
03
You can enter a subtitle here if you need it

30. 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
Change management approach

31. Business case
1
Mercury is the closest
planet to the Sun
2
Jupiter is the biggest
planet of them all
3
Venus is the second planet
from the Sun
4
Saturn is composed of
hydrogen and helium
5
Mars is actually a very
cold place
6
Neptune is the farthest
planet from the Sun
Company
logo here
Business name
XX/XX/XX

32. Competitor comparison table
Attributes Competitor A Competitor B My Business
Price $360 $320 $300
Quality Low Medium High
Customer Age 20-40 18-45 18-50
Reputation Bad Average Good
Location Spain Italy USA

33. Target
Name
Age
Anna Doe
31 years old
Occupation Lawyer
Hobby 1
Hobby 2
Hobby 3
Hobby 4
XX%
XX%
XX%
XX%
Saturn is a gas giant and has
several rings. It's composed mostly
of hydrogen and helium. It was
named after the Roman god of
wealth and agriculture
Saturn
Mars
Mercury
Mercury is the
smallest planet
Mars is actually a
cold place
75%
25%

34. Progress
Implement, track & manage
Venus
Manage progress
Mars
Neptune
Jupiter
Earth
40%
35%
70%
15%
85%
Status
Ceres 60%
Link
www.yourlinkhere.com
www.yourlinkhere.com
www.yourlinkhere.com
www.yourlinkhere.com
www.yourlinkhere.com
www.yourlinkhere.com

35. Change strategy & plan
Size of the Change
Extreme
Insert name of the
change
Insert name of the
change
Insert name of the
change
High
Insert name of the
change
Insert name of the
change
Insert name of the
change
Medium
Insert name of the
change
Moderate
Low
1 team impacted 1 business unit 1 division Half company Extreme
Complexity of the Change

36. Implementing
changes
04
You can enter a subtitle here if you need it

37. Sales and strategy plan
Internal analysis External analysis
Sales strategySales plan
Implementation
1 2 3
5 4

38. $489,300
Big numbers catch your audience’s attention

39. The terms of the agreement
* Follow the link in the graph to modify its data and then paste the new one here. For more info, click here
Venus is the second
planet from the Sun
Venus
Despite being red, Mars
is actually a cold place
Mars

40. $20,000
Mars is actually a cold place
$15,000
Venus has a beautiful name
$45,000
Saturn has several rings
$10,000
Mercury is the smallest planet

41. Management approach
January February March April
Despite being red,
Mars is actually a
cold place
Mercury is the
smallest planet of
them all
Saturn is a gas giant
and has several rings
Venus is the second
planet from the Sun

42. Strategic alliances
Mars
Saturn is a gas
giant and has
several rings
Venus
Jupiter is a gas
giant and the
biggest planet

43. Answers and arguments
Write your question
Saturn Venus Mars
Saturn is a gas giant and
has several rings. It's
composed of hydrogen and
helium. It was named after
the Roman god of wealth
and agriculture
Venus has a beautiful name
and is the second planet
from the Sun. It’s terribly hot,
even hotter than Mercury,
and its atmosphere is
poisonous
Despite being red, Mars is
actually a very cold place,
not hot. It's full of iron oxide
dust, which gives the planet
its reddish cast. It was named
after a god
Write your answer

44. Waterfall management plan
Requirements
Design
Implementation
Verification
Maintenance
Mercury is the closest
planet to the Sun
Venus is the second planet
from the Sun
Jupiter is the biggest planet
of them all
Saturn is composed of
hydrogen and helium
Despite being red, Mars is
actually a cold place

45. Maturity model
30% 50% 70%
Advanced
Standard
Saturn is the second-largest
planet in the Solar System
Venus has a beautiful name
and is the second planet
from the Sun
Basic
Despite being red, Mars is
actually a cold place. It’s
full of iron oxide dust

46. Profitability ratios
Return on sales (%)
Return on equity (%)
Return on net assets (%)
Return capital employed (%)
Return on funds employed
(%)
Worst Peer Best Peer
% % %
%
%%
%
% %
Company 1 Company 2 Company 3

47. What is your vision?
How to reach your vision?
What do you offer?
How big is the market?
What is your situation?
How to make a difference?
What is your marketing plan?
What are your economics?
What do you need to start?
Who are the key players?1
2
3
4
5
6
7
8
9
10
Top 10 questions (business plans)

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“Despite being red,
Mars is actually a very
cold place”
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smallest planet in the
Solar System”
“Neptune is the
farthest planet from
the Sun”
“Saturn is a gas giant
and has several rings”
“Venus is the second
planet from the Sun
and is terribly hot”
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“Saturn is a gas giant
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