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Complete Resource for Consulting Frameworks and Design Templates

Complete resource for consulting frameworks and design templates

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DESCRIPTION A vast resource of over 360 pages of consulting frameworks and design templates commonly used by consultants. These frameworks and designs will enable sharper and clearer analysis of business issues, along with more powerful and impacting presentations. Content includes: 1. Agenda & Table of Contents 2. Charts 3. Common Tables and "Box" Type Charts 4. Project Tracking Templates 5. Miscellaneous Shape Charts 6. Maps 7. People Silhouettes Examples are used throughout to demonstrate the impact of the material.

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Page 1: Complete resource for consulting frameworks and design templates

Complete Resource for Consulting Frameworks and

Design Templates

Page 2: Complete resource for consulting frameworks and design templates

2

100% Column Chart

CHARTS

Notes: (1) …Source: …

Chart Heading Here, Unit, Year/s

12% 12% 12% 12% 12% 12%

11% 11% 11% 11% 11% 11%

10% 10% 10% 10% 10% 10%

8% 8% 8% 8% 8% 8%

7% 7% 7% 7% 7% 7%6% 6% 6% 6% 6% 6%

8%

Column 1

100

13%

15%

100

Column 4

8%

9%

Series 5

Series 4

Series 3

Series 2

Series 1

100%

9%

8%

Column 5

100

15%

13%

9%

8%

Column 3

100

15%

9%

8%

9%

13%

15%

100

Column 2

8%

9%

13%

15%

Series 6

Series 7

Series 8

Series 9

Series 10

Column 6

100

15%

13%13%

CAGRFYXX – XX

X%

X%

X%

X%

X%

X%

X%

X%

X%

X%

X%

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Page 3: Complete resource for consulting frameworks and design templates

3

Build-Up Waterfall Chart

CHARTS

Notes: (1) …Source: …

Chart Heading Here, Unit, Year/s

10

10

10

10

10

10

10

10

10

10 100

Label 6 Label 7 Label 8 Label 9 Label 10 Total

Series

Label 2Label 1 Label 3 Label 4 Label 5

% of Total X% X% X% X% X% X% X% X% X% X% 100%

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Page 4: Complete resource for consulting frameworks and design templates

4

Mekko 100% Axis

CHARTS

Notes: (1) …Source: …

Chart Heading Here, Unit, Year/s

100.0

25%

20%

15%

10%

10%

5%5%5%5%5%

Series 1

Series 2

Series 3

Series 4

Series 5

Series 6

Series 7

5%

Series 8

Series 9

Series 10

Label 4

25.0

10%

10%

10%

10%

10%

10%

10%

10%

10%

Label 3

50.0

10%

10%

10%

10%

10%

10%

10%

10%

10%

10%

10%

Label 2

75.0

10%

10%

10%

10%

10%

10%

10%

10%

10%

Label 1

% of Total X% X% X% X%

10%

8%

8%

8%

8%

8%

8%

Series 1

Series 2

Series 3

Series 4

Series 5

Series 6

Series 7

Series 8

Series 9

Series 10

Total

250

16%

14%

12%

100%

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5

Area Chart

CHARTS

Notes: (1) …Source: …

Chart Heading Here, Unit, Year/s

0

20

40

60

80

Series 3

Series 4

Series 10

Label 1

Series 1

Series 7

Series 2

Series 6

Series 9

Label 4

Series 5

Series 8

Label 3Label 2 Label 5 Label 6

49.0

30.0

50.0

80.0

70.0

20.0

CAGRFYXX – XX

X%

X%

X%

X%

X%

X%

X%

X%

X%

X%

X%

Total Growth X% X% X% X% X%

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Page 6: Complete resource for consulting frameworks and design templates

6

Line Chart

CHARTS

Notes: (1) …Source: …

Chart Heading Here, Unit, Year/s

0

20

40

60

80

100

120

140

Label 3

Series 9

Series 10

Label 2Label 1 Label 4

Series 8

Series 7

Series 6

Series 5

Series 4

Series 3

Series 2

Series 1

CAGRFYXX – XX

X%

X%

X%

X%

X%

X%

X%

X%

X%

X%

Total Growth X% X% X%

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7

Combination Chart

CHARTS

Notes: (1) …Source: …

Chart Heading Here, Unit, Year/s

0

100

200

300

400

500

0

2

4

6

8

10

4554

6066

4044

4853

59

3539

4247

5110

27

29

Label 5

476

81

73

44

37

2215

Label 4

433

73

67

40

33

2013

Label 3

393

67

61

3630

2418

12

Label 2

358

61

55

50

3328

2217

11

Label 1

325

55

50

3025

2015

Series 1

Series 2

Series 3

Series 4

Series 5

Series 6

Series 7

Series 8

Series 9

Series 10

Line

CAGRFYXX – XX

X%X%X%X%X%X%

X%

X%

X%

X%

X%

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Page 8: Complete resource for consulting frameworks and design templates

8

Scatter Plot

CHARTS

Notes: (1) …Source: …

Chart Heading Here, Unit, Year/s

0.0 0.2 0.4 0.6 0.8 1.00.0

0.2

0.4

0.6

0.8

1.0

Label 2

Label 1

Label

Label

Label

Label

Label

Label

Label

LabelLabel

Label

LabelLabel

Label

Label

Label

Label

Label

Label

Label

Label

Label

Label

Label

Label

Label

Label

Label

Label

Label

Label

Label

Label

Label

Label

Label

Label

Label

Label

Label

Label

Label

Label

Label

Label

Label

Label

Label

Label

Label

Label

J

I

H

G

F

E

D

C

B

A

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9

Bubble Chart (Example – where to play)

CHARTS

MarketAttractive-ness

LowerFit with Client

Higher

Higher

• Size• Growth• Relative

profitability• etc

• Fit with Client identity• Connection to core competences• Synergies• etc

1

2

3

5

6

7

4

News

Entertainment

Sport

Internet & Mobile TV

Business /Finance

8

9

Lifestyle

Classifieds

1

2

3

6

47

AddressableMarket Opportunities

Music / Youth

TV & Radio Portfolio

RelevantMarket Opportunities

5

8

9

PotentialMarketOpportunities

10 Search

10 Search

Priority

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10

Harvey Balls & Check Boxes

CHARTS

Notes: (1) …Source: …

Chart Heading Here, Unit, Year/s

ü

û

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11

Common Chart

COMMON TABLES AND ‘BOX’ TYPE CHARTS

Notes: (1) …Source: …

..

..

..

..

Heading 1 Heading 2 Heading 3

• .. • ..

• .. • ..

• .. • ..

• .. • ..

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12

Common Chart

COMMON TABLES AND ‘BOX’ TYPE CHARTS

Notes: (1) …Source: …

..

..

..

..

Heading 1 Heading 2 Heading 3

• .. • ..

• .. • ..

• .. • ..

• .. • ..

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13

Common Chart

COMMON TABLES AND ‘BOX’ TYPE CHARTS

Notes: (1) …Source: …

.. ....

• ..

.. ..

..

• .. • .. • .. • ..Heading

Heading

Heading

Heading

• .. • .. • .. • .. • ..

• .. • .. • .. • .. • ..

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14

Common Chart

COMMON TABLES AND ‘BOX’ TYPE CHARTS

Notes: (1) …Source: …

.. ....

• ..

.. ..

..

• .. • .. • .. • ..Heading

Heading

Heading

Heading

• .. • .. • .. • .. • ..

• .. • .. • .. • .. • ..

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15

Common Chart

COMMON TABLES AND ‘BOX’ TYPE CHARTS

Notes: (1) …Source: …

..

.. .. ..

• .. • .. • ..

..

..

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16

Common Chart

COMMON TABLES AND ‘BOX’ TYPE CHARTS

Notes: (1) …Source: …

..

.. .. ..

• .. • .. • ..

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17

Common Table

COMMON TABLES AND ‘BOX’ TYPE CHARTS

Notes: (1) …Source: …

..

.. .. .. ..

Heading

Heading • .. • .. • .. • ..

Heading

Heading • .. • .. • ..

Heading • .. • .. • .. • ..

• ..

Heading • .. • .. • .. • ..

• .. • .. • .. • ..

Heading • .. • .. • .. • ..

• .. • .. • .. • ..

Heading • .. • .. • .. • ..

Heading • .. • .. • .. • ..

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18

Scope / Key Questions Analyses Required Responsibility Status

.. • .. • .. • ..

.. • .. • .. • ..

.. • .. • .. • ..

Sponsor: ..

Client resource: ..

Crescendo resource: ..

Workplan (Example)

COMMON TABLES AND ‘BOX’ TYPE CHARTS

Notes: (1) …Source: …

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19

Notes: (1) …Source: …

Strategic Plan

Factbase development

• ..

Factbase that provides a rigorous review of

the market and business positioning

Factbase

Assess & prioritise strategic options

• ..

Clearly defined set of options and a prioritised list

of strategic initiatives

Strategy Development

• ..

Strategic roadmap, with key risks and

challenges outlined

Implementation

Develop and refine implementation plan

Phases

Key Elements

2 31

Activities

Key Output

Workplan (Example)

COMMON TABLES AND ‘BOX’ TYPE CHARTS

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20

..

..

Today

Tomorrow

Notes: (1) …Source: …

Corporate Identity

COMMON TABLES AND ‘BOX’ TYPE CHARTS

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21

Corporate Identity (Part 1)

Corporate Identity (Part 2)

Corporate Identity (Part 3)

Corporate Identity (Part 4)

..

• [Insert a more specific description related to this part of the business new corporate identity]

• [Insert a more specific description related to this part of the business new corporate identity]

• [Insert a more specific description related to this part of the business new corporate identity]

• [Insert a more specific description related to this part of the business new corporate identity]

• [Insert a more specific description related to this part of the business new corporate identity]

Notes: (1) …Source: …

Corporate Identity (Detailed)

COMMON TABLES AND ‘BOX’ TYPE CHARTS

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22

..

..

.. ..

1.1

2.1

3.1

Incremental Growth Strategy

.. .. ..

1 2 3

..

1.2

..

1.3

..

2.3

Organic

Inorganic

2.2

Notes: (1) …Source: …

Incremental Growth Strategy Design

COMMON TABLES AND ‘BOX’ TYPE CHARTS

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23

Plan Ownership Key Initiatives

.. ..

• ..

Plan Ownership Key Initiatives

.. ..

• ..

Plan Ownership Key Initiatives

.. ..

• ..

Plan Ownership Key Initiatives

.. ..

• ..

Notes: (1) …Source: …

Strategic Plan

COMMON TABLES AND ‘BOX’ TYPE CHARTS

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24

Notes: (1) …Source: …

Strategic Framework Template

COMMON TABLES AND ‘BOX’ TYPE CHARTS

Corporate Objective Strategy Measures

Where to Play

How to Win

Goals

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25

Notes: (1) …Source: …

Potential Market

• ..

Relevant Market

• ..

Addressable Market

• ..

• .. • .. • ..

Market Assessment – Addressable, Relevant & Potential Markets

COMMON TABLES AND ‘BOX’ TYPE CHARTS

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26

Tombstone Box — type here

Column Head Column Head Column Head Column Head Column Head

• Type text here • Type text here • Type text here • Type text here • Type text here

Common Table Chart

COMMON TABLES AND ‘BOX’ TYPE CHARTS

Notes: (1) …Source: …

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27

Triple Click to Enter Text HereTriple Click to Enter Text Here

• Enter text here— Enter text here

– Enter text here

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– Enter text here

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Notes: (1) …Source: …

Common Table Chart

COMMON TABLES AND ‘BOX’ TYPE CHARTS

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28

Enter Text Here Enter Text Here Enter Text Here Enter Text Here

Enter Text Here • Enter text here— Enter text here

– Enter text here

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Notes: (1) …Source: …

Common Table Chart

COMMON TABLES AND ‘BOX’ TYPE CHARTS

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29

Enter Text Here Enter Text Here

Enter Text Here

• Enter text here• Enter text here

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Enter Text Here

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Notes: (1) …Source: …

Common Table Chart

COMMON TABLES AND ‘BOX’ TYPE CHARTS

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30

Objective Activities

XXX• …• …• …• …

XXX• …• …• …• …

• ..

• …Out of Scope

Notes: (1) …Source: …

Objectives and Activity Chart

COMMON TABLES AND ‘BOX’ TYPE CHARTS

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31

Enter Text Here Enter Text Here

• Enter text here— Enter text here

– Enter text here

• Enter text here— Enter text here

– Enter text here

Notes: (1) …Source: …

Table Flow Chart

COMMON TABLES AND ‘BOX’ TYPE CHARTS

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32

Harveyball chart

COMMON TABLES AND ‘BOX’ TYPE CHARTS

Enter Text Here Enter Text Here

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Enter Text Here Enter Text Here 4 4 4 4 4

Enter Text Here Enter Text Here 5 5 5 5 5

1 = Low 2 = Low/Medium 3 = Medium 4 = Medium/High 5 = High

Notes: (1) …Source: …

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33

Strategy 1: Improve Sales by …Strategy 1: Improve Sales by …

Strategy Summary - #1

COMMON TABLES AND ‘BOX’ TYPE CHARTS

Description / Rationale

• …• …• …

Estimated impact, US$M

FY14 FY15F FY16F FY17F

NS

EBIT

ROIC

Incremental Investment

• …• …• …

Key Risks • …• …• …

Notes: (1) …Source: …

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34

Value Chain (Example)

COMMON TABLES AND ‘BOX’ TYPE CHARTS

Notes: (1) …Source: …

Suppliers

Consumer

Consumer

Wholesaler

Wholesaler

Retailer

Retailer

Our Position

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35

Enter Heading HereEnter Heading HereEnter Heading Here

Linear processes

COMMON TABLES AND ‘BOX’ TYPE CHARTS

• Enter text here— Enter text here

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Notes: (1) …Source: …

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36

ImplementationTestDiagnosticSet up

Set up

Assessment

Linear processes

COMMON TABLES AND ‘BOX’ TYPE CHARTS

• Enter text here • Enter text here • Enter text here • Enter text here

Notes: (1) …Source: …

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Linear process

COMMON TABLES AND ‘BOX’ TYPE CHARTS

ImplementationTestDiagnosticSet up

Description

Deliverables

Key dates

Asses-sment

• Enter text here • Enter text here • Enter text here • Enter text here

Notes: (1) …Source: …

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38

Company profile – Example (1/2)

COMMON TABLES AND ‘BOX’ TYPE CHARTS

Description Operating data Key Financial statistics

• XXX • XXX • XXX

Selected business highlights

• XXX

Capabilities

• XXX

Notes: (1) …Source: …

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39

Expertise on the project

COMMON TABLES AND ‘BOX’ TYPE CHARTS

Consultant Relevant Experience

..

Function

• ..

..

Function

• ..

..

Function

• ..

Notes: (1) …Source: …

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40

Organisation charts

COMMON TABLES AND ‘BOX’ TYPE CHARTS

XXX

XXX

XXX

XXX

XXX

XXX

XXX

XXX

XXX

XXX

XXX

XXX

XXX

Notes: (1) …Source: …

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41

Internal Data

• …

Expert Interviews

• …

Primary and Secondary Research

Market Research & Competitive landscape

• …

Site visit

• …

Notes: (1) …Source: …

Activities performed to date

COMMON TABLES AND ‘BOX’ TYPE CHARTS

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Process chart

COMMON TABLES AND ‘BOX’ TYPE CHARTS

Phase 1

Name of phase 4Name of phase 3Name of phase 2Name of phase 1

Phase 2 Phase 3 Phase 4

Timing 2 weeks

• Task 1

• Task 2

• Task 3

4 weeks

• Task 1

• Task 2

• Task 3

3 weeks

• Task 1

• Task 2

• Task 3

2 weeks

• Task 1

• Task 2

• Task 3

Key Tasks

Notes: (1) …Source: …

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43

Organization chart

COMMON TABLES AND ‘BOX’ TYPE CHARTS

CEO NameCEO

Name Dep. 1SVP Department 1

NameTitle

NameTitle

NameTitle

NameTitle

Name Dep. 2SVP Department 2

NameTitle

NameTitle

NameTitle

NameTitle

Name Dep. 3SVP Department 3

NameTitle

NameTitle

NameTitle

NameTitle

Name Dep. 4SVP Department 4

NameTitle

NameTitle

NameTitle

NameTitle

Name Dep. 5SVP Department 5

NameTitle

NameTitle

NameTitle

NameTitle

The ABCD Company

Notes: (1) …Source: …

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44

TextText Text

Text

Text

• Text• Text• Text

• Text• Text• Text

• Text• Text• Text

• Text

• Text• Text• Text

Project organisation 1

COMMON TABLES AND ‘BOX’ TYPE CHARTS

Notes: (1) …Source: …

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45

Workstreams Current Status Remarks

Workstream 1

..

..

• ..

• ..

• ..

1

2

3

Workstream status

PROJECT TRACKING TEMPLATES

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Project .. Project Owner: ..Date:

.. / .. / 10

Key Activities Completed Last Week

Overall • ..

Issues / Red Flags Proposed solution

• .. • ..

Key Tasks for this Week Who Due Date

• .. • .. • ..

AnalysisProject

Planning

Assign Project Owner

Kick Off

Imple-mentation

ConceptMonitor-

ingStatus

..

Overall status update – insert date (end of week X)

PROJECT TRACKING TEMPLATES

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Pyramids

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More pyramids

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Diamonds – 6 sides

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Example 1 Example 2 Example 3

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Circles

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Stacks

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Multiplication effect

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Factors 1

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Factors 3

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Factor 5

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Components 1

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Components 3

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Cube 2x2x2

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Cube 3x3x4

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Interlocking circles 1

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Interlocking circles 3

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Interlocking circles 5

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Circular segments 1

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Circular segments 3 - separated

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Linked circles 1

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Components

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Horizontal issue tree - symmetric

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Vertical issue tree - symmetric

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Mapping - horizontal

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Puzzle pieces 1

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Puzzle pieces 3

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Pyramid components 2

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Stacked pyramid – 4 layers

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Multiple pyramids

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Factors - hexagonal 1

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Pillars 1

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Consequences/Conclusion 1

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Consequences/Conclusion 3

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Consequences/Conclusion 5

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Consequences/Conclusion 7

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Consequences/Conclusion 9

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Consequences/Conclusion 11

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“Quotation...”

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Summary points 1

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Matrix 1

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Matrix 3

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Matrix – transparent 1

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Linear flow 1

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Linear flow 3

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Linear flow 6

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Linear flow 8

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Linear flow 10

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Linear Flows 12

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Linear flow 14

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Chevrons

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Steps – descending 2

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Steps – ascending 2

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Growth 2

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Development

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Process 2

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Changing course

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Pipeline2

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Vision

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Vision

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Circular flow 2

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Circular flow 4

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Circular flow 6

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Circular flow 8

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Circular flow 10

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Circular flow 12

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Iterative flow 1

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Iterative flow 3

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Dual iterative flow

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Impacted flow 2

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Feedback 1

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Feedback 3

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Cross-fertilization 2

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Cross-fertilization 4

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Influence 2

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Influence 4

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Pressure 1

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Pressure 3

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Forces 1

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Forces 3

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Forces 5

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Forces 7

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Porter’s Five Forces

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Factors 2

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Text

Added Value 2

Added Value 3

Added Value 5

Added Value 6

Added Value 7

Added Value 1

Added Value 4Added Value 8

Background 1

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Goal-setting 2

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Reduction

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Direct 1

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Magnified proportions

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Causal chain

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Action/Reaction 2

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Separation

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Conflict 1

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Conflict 3

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Barriers/Obstacles 1

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Barriers/Obstacles 3

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Penetrable barrier

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Breakthrough

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Filter 1

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Multiple filters

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Dead end

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Text• Text• Text• Text

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Puzzle

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Torn-up page

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Separation 2

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Separation 4

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Synthesis 1

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Centralization 2

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Decentralization 2

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Centralization/Decentralization

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Decentralization

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Balance 2

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Balance 4

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Balance/Imbalance 2

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Fragile balance

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Balancing steps

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Fade-outs and cover-ups

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Phase 2

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Use this box to cover in-active or non-relevant parts of a slide, e.g. project phases out of scope. This area is optimized for black & white printing.

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Discontinuous axis marks

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Place one of these objects on a graph’s axis or bar to advise about a discontinuous scale

30

50

300

Examples:

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Shaded areas 1

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Cost map (total cost structure of company)

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• Finance & Strategy $Xm

• HR $Xm

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• Sales• $Xm

• CustomerService$Xm

Total costs: $XYm

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Exponential curve

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Asymptotic curve

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X-Axis

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Pareto (“80/20”) distribution

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80%

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20% 100%

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Normal distribution 2

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Scoring 1 - Harvey Balls

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Excellent Satisfactory Poor Very poorGood

Very high Medium Low Very low High

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Scoring 3 - stars

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• Option 1

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• Option 2

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• Criterion 2

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Stages 2 - Traffic lights

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Critical issues / High criticality / Not desirable

Some issues / Medium criticality / Partially desirable

No issues / Low criticality / Very desirable

Work stream Status

1. Work stream 1 • Comment

2. Work stream 2 • Comment

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Opportunities/Risks 2

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Comparison

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Option 1 DisadvantagesAdvantages

DisadvantagesAdvantagesOption 2

The text in these boxes is intended to cover the +/- signs in the background

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South-east Asia and Australia (shade-able)

MAPS

Ungroup map to select and shade one or more countries

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World (globe)

MAPS

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World (shade-able)

MAPS

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South America (shade-able)

MAPS

Ungroup map to select and shade one or more countries

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Europe (shade-able)

MAPS

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Regions - United States (shade-able)

MAPS

Ungroup map to select and shade one or more countries

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Regions – EU (shade-able)

MAPS

Ungroup map to select and shade one or more countries

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..

..

..

..

..

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People Silhouettes (For Quotes)

PEOPLE SIHOUETTES

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