Corporate & Business Strategy Toolkit: Overview and Approach

Corporate & Business Strategy Toolkit
Overview and Approach
Created by ex-McKinsey, Deloitte &

BCG Strategy Consultants
Problem
Most companies struggle to be good at both defining and executing their strategy. These companies usually
underperform and never really reach their full potential.
Companies that are in this quadrant

totally outperform their competitors, both
in terms of profit growth and total
Strategy / Execution matrix shareholder return.
But being good at both defining and

executing a corporate & business
About 10% of companies have a strategy is challenging, with only a
About 30% of companies have a
Good good strategy and a good minority of companies able to do it.
good strategy but a poor execution*
execution*
Strategy
About 30% of companies have a About 30% of companies have a

Poor
poor strategy and a poor execution* poor strategy but a good execution*
Poor Good
Execution
As we commonly say in the corporate world, “Strategy without execution is a dream. And execution without a strategy is a nightmare!”.
*Based on the experience of our management consultants advising 200+ companies over the past 20 years 2
Traditional Solution
To solve this problem, companies usually hire management consultants from tier-one management
consulting firms. Whereas this solution works well, not everyone can afford it.
To help them define and implement their corporate and business strategy, most companies in the top right quadrant (e.g. Apple, Procter &
Gamble, Google, Amazon, etc.) are hiring management consultants from the following management consulting firms:
Whereas this solution usually brings a tremendous return on investment, not every business can afford to spend $300k+ to hire of couple
of McKinsey, Deloitte or BCG Management Consultants.
3
Our Solution
Our management consulting firm decided to create an affordable Corporate & Business Strategy Toolkit that will help you
define and implement the corporate and business strategy of your organization (or your client if you are a management
consultant).
The Corporate & Business Strategy Toolkit includes:

Tools
Frameworks
Templates
Toolkit
Support from tier-1 Step-by-step
management consultants tutorials
Best Real-life
practices examples
4
Objectives
The Corporate & Business Strategy Toolkit includes frameworks, tools, templates, tutorials, real-life
examples and best practices to help you:
• Easily define and execute your corporate and business strategy to ensure high profitable growth
• Identify where the company should go, and how to get there
• Increase the value creation of your organization with a simple and comprehensive 3-phase strategic planning approach: (I) Set up your strategic planning project, (II) Gather &
analyze data and provide key insights, (III) Define and implement your strategic plan
• Set up your strategic planning project: (1) Strategic planning team, (2) Guiding principles, (3) Strategic plan structure, (4) Strategic plan key inputs, (5) Strategic planning project plan
• Gather & analyze data and provide key insights: (1) Market analysis, (2) Competitor analysis, (3) Customer feedback, (4) Company data analytics team, (5) Employee feedback, (6)
Executive feedback, (7) SWOT summary of the key business insights
• Define and implement your strategic plan: (1) Mission, vision and values, (2) Key strategic objectives, (3) Strategy map, (4) Balanced scorecard and key performance indicators, (5)
Potential initiatives to reach strategic objectives, (6) Business cases and financial models, (7) Prioritization of the initiatives, (8) Business roadmap and detailed initiatives plan, (9) Strategic
plan implementation, (10) Dashboards to track & manage progress, (11) Key lessons learned, (12) Quarterly update of the strategic plan based on new data
• Build a strategy map and balanced scorecard to easily translate your strategy into strategic objectives, key performance indicators and targets
• Build a strong business case to get your project approved by the executive committee
• Build simple and sophisticated financial models to estimate your project financials: revenue, cost savings, cash flow, net present value (NPV), ROI, IRR, payback period, WACC,
etc.
• Prioritize your initiatives based on impact and effort
• Carry out a market & competitor analysis to better define your strategy and outperform your competitors
• Quickly improve the strategic planning capability of your organization
• Become the strategic planning subject matter expert of your organization
• Develop new business models or improve existing ones with our ready-made business model canvases
• Identify your strategic options and their respective risk with the Ansoff Growth Matrix and the Porter’s Generic Corporate Strategies Matrix
• Identify the key drivers of your profit to easily explain your profit growth or profit decline, and act accordingly
• Decide if you should enter a new market (e.g. European market, Chinese market)
• Decide if you should introduce a new product based on desirability, feasibility and profitability
• Decide if your organization should acquire a new company based on the financial benefits, strategic benefits and feasibility of the deal
• Create a robust business plan to raise capital for a new venture
• Define your pricing strategy to maximize your profit
• Increase your know-how with the top 21 strategy tools commonly used by Fortune 100 and Global Consulting firms: Business Roadmap, Blue Ocean Strategy, Entry/Exit Barriers,
Experience Curve, Fishbone Diagram, Five Whys, Issue Tree, Maturity Model, McKinsey Seven-S, Product Life Cycle, Value Chain Analysis, Value Driver Tree, PESTLE, Porter’s Five
Forces, etc.
5
Content
The Corporate & Business Strategy Toolkit includes a Strategic Planning 3-Phase Approach and 21 world-
class strategy frameworks & Tools to help you define and implement your corporate and Business Strategy.
Phase I: Set up your strategic planning Phase II: Gather & analyze data and Phase III: Define and implement your
project provide key insights strategic plan
1. Strategic planning team 1. Market analysis 1. Mission, vision and values
2. Guiding principles 2. Competitor analysis 2. Key strategic objectives
3. Strategic plan structure 3. Customer feedback 3. Strategy map
4. Strategic plan key inputs 4. Company data analytics team 4. Balanced scorecard and key performance indicators
5. Strategic planning project plan 5. Employee feedback 5. Potential initiatives to reach strategic objectives
6. Executive feedback 6. Business cases and financial models
7. SWOT summary of the key business insights 7. Prioritization of the initiatives
8. Business roadmap and detailed initiatives plan
9. Strategic plan implementation
10.Dashboards to track & manage progress
11.Key lessons learned
12.Quarterly update of the strategic plan based on new data
Top 21 strategy tools & frameworks commonly used by Fortune 100 and Global Consulting firms to make Strategic Decisions and solve strategic problems
4. Entering a new 5. Introducing a new

1. Business Model 2. Business Plan 3. Profitability problem 6. Acquiring a company 7. Pricing Strategies
market product
9. Porter’s Generic 14. Ansoff Growth
8. Blue Ocean Strategy 10. Porter’s Five Forces 11. Issue Tree 12. Entry/Exit Barriers 13. Five Whys
Corporate Strategies Matrix
18. Value Chain
15. Net Present Value 16. Experience Curve 17. Product Life Cycle 19. Value Driver Tree 20. PESTLE 21. Fishbone Diagram
Analysis
6
In the next slides, you’ll see a small preview of the Phase 1 of our
3-phase Strategic Planning approach

market product
18. Value Chain
Analysis
We identified 5 [insert your own number] strategic planning guiding
principles
Insert title of your

1 guiding principle
Insert a quick description of your guiding principle

2 guiding principle

3 guiding principle

4 guiding principle

5 guiding principle
8
principles Real-life examples from strategic planning projects
we did for Global Fortune 1000 firms
Stakeholder Engage as many people as possible from our organization. The more people we engage in defining the
1 engagement strategic plan, the more people will be involved in its execution.
2 Shared vision Create a shared vision up front, so everyone is clear on what we want to achieve.
3 Strategic alignment Ensure perfect alignment between your mission, vision, strategic objectives and initiatives.
Prioritize rigorously so you are clear on what the company should do, and even more importantly, what
4 Focus
the company should not do.
Ensure that our strategic plan is not written is stone. The strategic plan should evolve incrementally each
5 Iterative process
time new data and insights have been identified.
9
Additional Real-life examples from strategic
principles planning projects we did for Global Fortune 1000
firms
1 Project sponsorship Ensure that project sponsorship is from a high enough level to command the organization's attention.
Make sure the entire Leadership Team has a real understanding and gives
2 Leadership team
endorsement of time commitment.
3 Momentum Go at a reasonably quick pace to create momentum and enthusiasm.
Strategic planning
4 project plan
Drive action with a detailed and explicit Strategic planning project plan to make our vision a reality.
Competitive
5 advantages
Let’s capitalize on our current strengths and competitive advantages.
10
See below 4 screenshots from the Phase 1.
Strategic Plan Key Inputs Data Gathering Process
Strategic Plan Structure Strategic Planning Project
11

market product
18. Value Chain
Analysis
12
Competitor Identification
Replace this text with the key takeaway of this Powerpoint slide.
1. Key National Competitors 2. Key International Competitors

Competitor A Competitor E
Competitor B Competitor F
Competitor C Competitor G
Competitor D Competitor H
3. Substitutes 4. New Entrants

Competitor I Competitor L
Competitor J Competitor M
Competitor K Competitor N
Competitor O
13
Competitor Comparison (1/2)
Replace this text with the key takeaway of this Powerpoint slide.
Compare your competitors with
the most relevant
Number of criteria. This Insert your own
Revenue Profit Market share Main activity will depend Product quality
employeeyour industry and
on text
what you want to emphasize
Competitor A Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text
Competitor B Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text
Competitor D Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text
Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text
14
Competitor Comparison (2/2)
Replace this text with the key takeaway of this Powerpoint slide. Position your competitor with a 2
by 2 or 3 by 3 matrix, using the 2
or 3 most relevant performance
Insert title indicators.
Insert company name
20
Gaining market share

Company Growth (%)
15
Insert company name
Average market
10 Insert company name growth
5 Losing market share

Insert company name
-5
0 10 20 30 40 50 60
Market Share (%)
15
See below 4 additional screenshots from the Phase 2.
Step-by-step Guide Business Insights Summary
Strategic Planning Project - Phase 2 Methods To Gather Feedback
16

market product
18. Value Chain
Analysis
17
Mission & Vision Statement
Description
Mission Statement Vision Statement
It is the company’s reason for existence or purpose. It describes the organization desired or intended state
It describes the overarching intent of the organization. at some point in the near or distant future.
It describes the overarching aim of the organization as
It is usually defined during a workshop with the top
it progresses into the future.
management.
Like the Mission Statement, it is usually defined during
It should provide focus, direction and help guide
a workshop with the top management.
decision making and actions.
It should be one easy to understand sentence and, if It should provide focus, direction and help guide
required, a more details description below the main decision making and actions.
sentence. It should be one easy to understand sentence and, if
required, a more details description below the main
sentence.
18
The best practice is to have between 1
Executive Summary (1/3) and 3 slides for the Executive
Summary. Usually, the Strategy Map,
Strategy Map the Balance Scorecard and the
Business Roadmap represent a good
summary of the Strategic Plan
Mission: Insert your Mission statement

Vision: Insert your Vision statement
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 & L1 - Insert your own text L2 - Insert your own text L3 - Insert your own text L4 - Insert your own text
Growth
19
Strategy Map
A Strategy map includes 4 perspectives
Perspectives
Financial Presents the strategic objectives driving financial performance
Customer Presents the strategic objectives related to the value proposition of the company
Internal Process Presents the strategic objectives related to the internal capabilities of the company
Learning
Presents the strategic objectives related to the intangible assets required to drive performance
& Growth
20
Significantly behind target
Strategy Map Slightly behind target
Example of a Strategy Map Meeting target or above target
Perspective Strategic objectives
Increase profit
Increase
Decrease Cost
revenue
Financial
Increase number Increase revenue Decrease fixed Decrease
of customers per customer cost variable cost
Buy the Strategic Planning Toolkit to unlock content

Visit Website
21
Balanced Scorecard
Description
Each perspective has specific Strategic Objectives, Key Performance Indicators & Targets
Perspective Strategic Objectives

Financial F1 Increase earnings per share
To satisfy our shareholders, what F2 Increase revenue per customer
financial objectives must we
accomplish? F3 Reduce cost per customer
Customer C1 Insert your own text

To achieve our financial objectives, C2 Insert your own text
what customer needs must we serve?
C3 Insert your own text
Internal processes I1 Insert your own text

To satisfy our customers and I2 Insert your own text Buy the Strategic Planning Toolkit to unlock content
shareholders, in which internal
business processes must we excel?” I3 Insert your own text
Visit Website
Learning & Growth L1 Insert your own text

To achieve our “Financial”, L2 Insert your own text
“Customer” and “Internal Processes”
strategic objectives, what does the L3 Insert your own text
organization need to learn?
22
Business Roadmap
Insert your own text to summarize the key message of this slide
Phase 1
• Insert initiative name

• Insert initiative name Buy the Strategic Planning Toolkit to unlock content
• Insert initiative name Visit Website
• Insert initiative name See in the next slides a little bit more details
• Insert initiative name on the Business Roadmap and some
additional templates that you may prefer to
the one used in the document “Strategic Plan
• Insert initiative name - Template”
Insert timeline
Timeline
23
See below 4 additional screenshots from the Phase 3.
Lean Business Case Project Cash Flow
Detailed Initiatives Plan Project Initial Investment
24
In the next slides, you’ll see a small preview of one of our top 21
strategy tools & frameworks

market product
18. Value Chain
Analysis
25
Business Model Canvas
Created by ex-McKinsey, Deloitte & BCG Management
Consultants.
What is the purpose of a Business Model Canvas?
A Business Model describes the rationale of how an organization creates, delivers and captures value.
A Business Model Canvas is a strategic management and lean tool that will help you develop new business models or
improve existing ones. It includes 9 building blocks, which were initially proposed in 2005 by Alexander Osterwalder:
1. Key Partners
2. Key Activities Feasibility: Can the company deliver its products & services?
3. Key Resources
4. Value Propositions
5. Customer Relationships
Desirability: Is there a customer demand for the company’s products & services?
6. Channels
7. Customer Segments
8. Cost Structure
Viability: Can the company be profitable?
9. Revenue Stream
27
Best practices to effectively use the Business
Model Canvas
When we use the Business Model Canvas with our clients, we usually like to organize workshops with key stakeholders.
The most common mistake we’ve noticed over the years is when a CEO only invites the Corporate & Business Strategy
team to the workshops. The stakeholders need to come from different functions such as Corporate & Business Strategy,
Finance, Sales, Marketing, etc. That way your Business Model will be designed or refined based on many different
perspectives. Besides, the different functions will feel better engaged. And the more they feel engaged, the better they
will commit to the implementation of the Business Model.
We usually print on the wall a version of the Business Model Canvas (see next slide) in extra large (e.g. A1), so groups of
people can jointly start sketching and discussing business model elements with post-it notes or board markers. Many of
our clients also like to simply project the Business Model Canvas on a big screen using Powepoint, with one person
responsible for writing the stakeholders’ inputs in real time. When available, we also like to use an interactive display
whiteboard such as Google Jamboard. Interactive display whiteboards are great tools, especially when you have
stakeholders attending your workshop online, which seems to be increasingly the case.
Please note that defining your business model should be an iterative process, that will be refined along the way. The first
version of your business model will include many hypotheses. The idea is to test these hypotheses in order to quickly
validate or invalidate these hypotheses. Start by testing the most critical hypotheses.
28
Business Model Canvas Caption: Feasibility Desirability Viability
Tutorial
Key Partners Key Activities Value Propositions Customer Relationships Customer Segments
• List the key partners that will • List the most important • List the products and services • Identify the type of relationship • Identify which customers you
help you optimize your activities required to implement you offer to meet the needs of you want to create with your try to serve (e.g. age, gender,
operations, reduce your risks, the company's value your customers. Also include in customer segments. How will location, interests, languages,
and get a competitive proposition. this section your unique selling you interact with them? habits, etc.).
advantage. proposition (USP) that will
distinguish you from your
competitors.
Key Resources Channels
• List the resources that are • List the different channels you
necessary to create value for will be using to deliver your
your customers. These value proposition to your
resources could be human, targeted customers. An
financial, physical and organization can reach its
intellectual. clients through its own
channels, partner channels, or
a combination of both.
Cost Structure Revenue Stream
• Estimate how much you are planning to spend on Product development, Marketing, • Estimate how much you are planning to earn from your different sources of revenue.
Sales, Website design & development, etc. • Estimate your earnings based on your costs and revenues.
Business Model Canvas for [insert company name or logo] Caption: Feasibility Desirability Viability
Template
• Insert your own text • Insert your own text • Insert your own text • Insert your own text • Insert your own text
• Insert your own text • Insert your own text


Business Model Canvas for Real-life example
Real-life example
• People who sell on the • Development, maintenance and • Jeff Bezos defines that • Amazon’s focus is to have a • The customer segments of
platform. expansion of its platform. Amazon’s business model is healthy and long-lasting Amazon can be divided into
• Bloggers who earn a • Management of the entire based on three value relationship with its customers. basically three groups: sellers,
commission for any referrals supply chain propositions: low price, fast • They maintain several buyers and developers.
that lead to a sale. delivery and a wide selection of communication channels open • Sellers are all the companies
• Cloud computing products.
• Independent authors who with their consumers, such as that use the Amazon’s e-
• Production of films, series from reviews and comments on the commerce platform to sell their
publish their works through its video platform
Kindle Direct Publishing. platform, phone, online chat products.
• Marketing all its products and and email contact. • Developers are all the
• Companies providing storage services.
spaces. community involved with the
Amazon Web Services (AWS).
• And the buyers are the millions
• Its technological infrastructure, • The Amazon website is its of people across the world who
which needs to be broad and largest and most important acquire products and services
very secure, in order to keep channel. through Amazon’s channels.
the whole chain running without Amazon tracks its customers
• As an internet-based company, based on some characteristics,
interruption and without losses its marketing is basically digital,
• Offices and warehouses such as interest, engagement
including advertisements, and personal information (age,
• Human resources (e.g. sponsored publications and e-
designers, engineers, gender, geographical space,
mail marketing. language, among others).
developers etc.)
• IT structure. • Amazon Marketplace: Amazon asks for a fee from its sellers
• Customer service centre. • Amazon Prime: subscribers have access to videos, music, and a free two-day shipping
• Software development & maintenance and information security.
• Marketing. • Amazon Web Services: a low-cost complete IT structure platform
• Fulfilment centres. • Amazon Kindle: Users can buy, browse and download books, magazines & newspapers
• Amazon Advertising, which offers sponsored ads
Structure of the Toolkit
The Corporate & Business Strategy Toolkit includes 500 Powerpoint slides and 60 Excel sheets categorized
in 5 folders that you can download on your device immediately after your purchase.
+
500 editable Powerpoint slides* 60 editable Excel sheets*
1 2 3 4 5
Overview and Phase I - Set up your Phase II - Gather and Phase III - Define and Top 21 strategy
approach strategic planning analyze data and provide implement your tools &
project key insights strategic plan frameworks
*Please note that the number of Powerpoint slides and Excel sheets listed is the number of unique slides and sheets. For example, a Powerpoint slide
that has been duplicated to facilitate the understanding of our clients only count for 1 Powerpoint slide.
32
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Corporate & Business Strategy Toolkit

Overview and Approach

Created by ex-McKinsey, Deloitte &

Companies that are in this quadrant

But being good at both defining and

About 30% of companies have a About 30% of companies have a

The Corporate & Business Strategy Toolkit includes:

4. Entering a new 5. Introducing a new

4. Entering a new 5. Introducing a new

Insert title of your

Insert title of your

Insert title of your

Insert title of your

Insert title of your

3 Momentum Go at a reasonably quick pace to create momentum and enthusiasm.

Strategic Plan Key Inputs Data Gathering Process

Strategic Plan Structure Strategic Planning Project

4. Entering a new 5. Introducing a new

1. Key National Competitors 2. Key International Competitors

3. Substitutes 4. New Entrants

Insert company name

Gaining market share

5 Losing market share

Step-by-step Guide Business Insights Summary

Strategic Planning Project - Phase 2 Methods To Gather Feedback

4. Entering a new 5. Introducing a new

Mission Statement Vision Statement

Mission: Insert your Mission statement

Financial Presents the strategic objectives driving financial performance

Strategy Map Slightly behind target

Example of a Strategy Map Meeting target or above target

Perspective Strategic objectives

Buy the Strategic Planning Toolkit to unlock content

Perspective Strategic Objectives

Customer C1 Insert your own text

Internal processes I1 Insert your own text

Learning & Growth L1 Insert your own text

• Insert initiative name

Lean Business Case Project Cash Flow

Detailed Initiatives Plan Project Initial Investment

4. Entering a new 5. Introducing a new

Key Resources Channels

Cost Structure Revenue Stream

Key Resources Channels

• Insert your own text • Insert your own text

Cost Structure Revenue Stream

• Insert your own text • Insert your own text

Cost Structure Revenue Stream

Gold Business & Consulting Package

Improve the growth & efficiency of It’s like hiring Management

Hiring top-tier Consultants for a Impress your stakeholders and

See more reviews >

Trusted by small and large organizations Customer satisfaction

Daily rate of our ex-McKinsey,

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