• High quality, easy to use.
• Includes all necessary frameworks. Just use the frameworks applicable to business.
• Save money by leading the strategy work yourself instead of using consultants.
• Don’t spend time on implementing your visual identity (graphic service sold separately).

The Change Management Template includes the following structures:

Executive Summary

Definition of Desired Change
Case for Change
Desired Outcomes
Degree of Urgency

Analysis
Assessment of the Organization’s Capacity and Readiness
Impact Analysis
Prioritization of Gaps

Change Strategy
Leadership Styles
Resourcing for the Change Effort
Infrastructure for the Change Effort
Communications Plan
Phasing and Timetable

Preparing Leaders for the Change Effort
Create Shared Vision
Build Alignment and Commitment
Improve Leaders’ Capability to Lead the Change
Confirm the Change Process
Organize for the Change Effort

Delivery of the Change
Build Organizational Understanding of the Case for Change
Communicate the Vision
Remove Obstacles
Help People and Manage Emotional Reactions
Celebrate Short-Term Wins
Support the Target State and Ensure Completion
Show that the Old Way of Operating Is Gone
Anchor the Change in the Corporate Culture

• High quality, easy to use.
• Includes all necessary frameworks. Just use the frameworks applicable to business.
• Save money.
• Don’t spend time on implementing your visual identity (graphic service sold separately).

The Project Plan Template includes the following structures:

Executive Summary

Project Scope
Objectives
Inclusions and Exclusions
Deliverables and Definition of Done
Work Breakdown Structure
Hand-over
Terminology

Project Timetable
Time Constraints
Decision Points
Gantt Chart
Critical Path
Dependencies

Project Budget
Cash flow
Net present value and pay-back time
Capital expenditure
Other Resources
Accounting Principles

Project Team and Governance
Project Team, Roles and Responsibilities
Steering Group
Reporting and KPIs
RACI Chart

Project Risk Management
Legal Requirements
Risk Assessment
Risk Mitigation

Project Communications
Communications Objectives
Stakeholders
Communications Plan

• High quality, easy to use.
• Includes all necessary frameworks. Just use the frameworks applicable to business.
• Save money by leading the strategy work yourself instead of using consultants.
• Don’t spend time on implementing your visual identity (graphic service sold separately).

The Project Portfolio Template includes the following structures:

Executive Summary

Business Strategy and Supporting Project Types
New Product Development Projects
Business Development Projects
M&A and Business Transformation Projects

Selecting Projects for the Project Portfolio
Project Idea Generation (Gate 0)
Qualification Process for Selecting Projects (Gate 1)
Determining the Value of a Project
Maintaining a Rank of Project Candidates
Understanding Constraints and Available Resources
Project Approval (Gate 2)

Executing the Project Portfolio
Objectives of Project Portfolio Management
Delivering and Closing Projects (Gate 3)
Supporting and Monitoring Projects
Project Synergies
Managing Total Portfolio Size
Quality Management
Risk Management

Institutionalizing Change
Handover Process
Change Management Process
Linking Strategy to Project Portfolio Management
Integrating Line Organization KPIs with Project KPIs

Organizing for the Project Portfolio
Project Resourcing
Project Management Competence
Change Management Competence
Project Steering Groups
Project Portfolio Management Competence/Project Management Office
Project Management Systems and Tools

How to Use Document Templates
Gate 0: Project Idea Template
Gate 1: Project Pre-Study Template
Gate 2: Project Plan Template
Gate 3: Project End Report Template

The project will consist of the following steps :

1. Introductory workshop: Introduction to business model and present state. Definition of objectives. Identifications of interviewees and relevant materials.
2. Stakeholder interviews.
3. Strategy workshop (1/2 day).
4. Preliminary materials delivered for comments.
5. Final presentation.
6. Possible final revisions.

This project will be delivered to the highest standards. Please be in touch to discuss your needs.

This project will be invoiced 50% after introductory workshop, 50% after final delivery.

Included: Workshops and meetings prepared and facilitated. Stakeholder interviews. Analysis of key materials. Delivery of strategy materials, including revisions.
Excluded: Travel costs. Work beyond above scope, such as extensive data analysis and market research.

This is an effective strategy project designed to provide you with a high-quality delivery at a reasonable cost. The project is primarily based on workshops and stakeholder interviews. Extensive data analysis and market research is also available, please ask for quote.

Your corporate strategy will be tailored to your needs. It will likely include some sections of the following generic structure:

Executive Summary
Strategy One-Pager
Values, Mission and Vision

Strategic Environment
Macro Environment
PESTLE Analysis: Political, Economic, Social, Technological, Legal and Environmental Trends
Future Scenarios
Porter’s Five Forces Analysis
Market Segments
Competitor Analysis

Strategic Capabilities
Unique resources
Core competences
Operational Efficiency and Costs
Knowledge
Analysis of Strategic Capabilities: Value Map and SWOT

Stakeholders
Purpose: Values, Mission and Vision
Owners
Corporate Governance
Employees
Suppliers
Authorities
Other Stakeholders
Stakeholder Expectations
Business Ethics
Social Responsibility

Business-Level Strategies
Competitive Advantages
SWOT: Strengths, Weaknesses, Opportunities and Threats
Unique Selling Propositions (USPs)
Sustaining Differentiation
Sustaining Cost Leadership
Sustaining Focus Strategy

Business Portfolio Strategy
Role of Corporate Parent
Synergies
Consolidation Initiatives
Diversification Initiatives
Innovation and R&D Initiatives
Internationalization and Market Penetration Initiatives
GE/McKinsey Matrix
BCG Matrix

Organization
Structures: Divisions, Functions, Matrix
International Structures
Project Management

Implementation of Strategy
Strategic Initiatives
Must-Win Battles
Key Performance Indicators (KPIs)
Timetable
Change Management Plan
Communications Plan