complete resource for consulting frameworks and design templates
DESCRIPTION
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.TRANSCRIPT
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Complete Resource for Consulting Frameworks and
Design Templates
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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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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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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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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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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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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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Common Chart
COMMON TABLES AND ‘BOX’ TYPE CHARTS
Notes: (1) …Source: …
.. ....
• ..
.. ..
..
• .. • .. • .. • ..Heading
Heading
Heading
Heading
• .. • .. • .. • .. • ..
• .. • .. • .. • .. • ..
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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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Common Table
COMMON TABLES AND ‘BOX’ TYPE CHARTS
Notes: (1) …Source: …
..
.. .. .. ..
Heading
Heading • .. • .. • .. • ..
Heading
Heading • .. • .. • ..
Heading • .. • .. • .. • ..
• ..
Heading • .. • .. • .. • ..
• .. • .. • .. • ..
Heading • .. • .. • .. • ..
• .. • .. • .. • ..
Heading • .. • .. • .. • ..
Heading • .. • .. • .. • ..
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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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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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..
..
Today
Tomorrow
Notes: (1) …Source: …
Corporate Identity
COMMON TABLES AND ‘BOX’ TYPE CHARTS
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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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..
..
.. ..
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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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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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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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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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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Triple Click to Enter Text HereTriple Click to 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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Enter Text Here Enter Text Here Enter Text Here Enter Text Here
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– Enter text here
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– Enter text here
Notes: (1) …Source: …
Common Table Chart
COMMON TABLES AND ‘BOX’ TYPE CHARTS
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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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Objective Activities
XXX• …• …• …• …
XXX• …• …• …• …
• ..
• …Out of Scope
Notes: (1) …Source: …
Objectives and Activity Chart
COMMON TABLES AND ‘BOX’ TYPE CHARTS
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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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Harveyball chart
COMMON TABLES AND ‘BOX’ TYPE CHARTS
Enter Text Here Enter Text Here
Enter Text Here Enter Text Here
Enter Text Here
Enter Text Here
Enter Text Here
Enter Text Here
Enter Text Here
Enter Text Here Enter Text Here 1 1 1 1 1
Enter Text Here Enter Text Here 2 2 2 2 2
Enter Text Here Enter Text Here 3 3 3 3 3
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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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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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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Enter Heading HereEnter Heading HereEnter Heading Here
Linear processes
COMMON TABLES AND ‘BOX’ TYPE CHARTS
• Enter text here— Enter text here
– Enter text here
• Enter text here— Enter text here
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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
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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
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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
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Expertise on the project
COMMON TABLES AND ‘BOX’ TYPE CHARTS
Consultant Relevant Experience
..
Function
• ..
..
Function
• ..
..
Function
• ..
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Organisation charts
COMMON TABLES AND ‘BOX’ TYPE CHARTS
XXX
XXX
XXX
XXX
XXX
XXX
XXX
XXX
XXX
XXX
XXX
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XXX
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Internal Data
• …
Expert Interviews
• …
Primary and Secondary Research
Market Research & Competitive landscape
• …
Site visit
• …
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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
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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
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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
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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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YYY
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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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Diamonds
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Circles
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Stacks
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• Text— Text
Multiplication effect
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Title
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#1
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Cetotomatix
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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 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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Circular flow 2
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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 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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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
MISCELLANEOUS SHAPE CHARTS
TextTextTextText
• Text• Text• Text• Text
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Conflict 1
MISCELLANEOUS SHAPE CHARTS
Text
TextTextText
Text
TextTextText
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138
Conflict 3
MISCELLANEOUS SHAPE CHARTS
TextTextTextText
TextTextTextText
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Barriers/Obstacles 1
MISCELLANEOUS SHAPE CHARTS
Text
• Text• Text• Text• Text
• Text• Text• Text• Text
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140
Barriers/Obstacles 3
MISCELLANEOUS SHAPE CHARTS
Text
Text
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Penetrable barrier
MISCELLANEOUS SHAPE CHARTS
Text
Text
Text
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Breakthrough
MISCELLANEOUS SHAPE CHARTS
TextTextTextText
TextTextTextText
Text
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143
Filter 1
MISCELLANEOUS SHAPE CHARTS
Text
Text
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Multiple filters
MISCELLANEOUS SHAPE CHARTS
• Text
• Text
• Text
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Dead end
MISCELLANEOUS SHAPE CHARTS
Text• Text• Text• Text
Text
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Puzzle
MISCELLANEOUS SHAPE CHARTS
Text Text Text
Text Text Text
Text
Text
Text
Text
Text
Text
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Torn-up page
MISCELLANEOUS SHAPE CHARTS
Text
• Text
• Text
• Text
Text• Text• Text• Text
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Separation 2
MISCELLANEOUS SHAPE CHARTS
Text• Text• Text• Text
Text• Text• Text• Text
Text• Text• Text• Text
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Separation 4
MISCELLANEOUS SHAPE CHARTS
Text• Text• Text• Text
Text• Text• Text• Text
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Synthesis 1
MISCELLANEOUS SHAPE CHARTS
• Text• Text• Text
• Text• Text• Text
• Text• Text• Text
Text Text
Text
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Centralization 2
MISCELLANEOUS SHAPE CHARTS
TextTextTextText
Text
Text
Text
Text
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Decentralization 2
MISCELLANEOUS SHAPE CHARTS
TextTextTextText
Text
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TextText
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Centralization/Decentralization
MISCELLANEOUS SHAPE CHARTS
Decentralization
• Text
Text
• Text
• Text
• Text
Centralization
• Text • Text • Text
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Balance 2
MISCELLANEOUS SHAPE CHARTS
• Text
Text
Text
• Text
• Text
• Text
• Text
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Balance 4
MISCELLANEOUS SHAPE CHARTS
Text
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Balance/Imbalance 2
MISCELLANEOUS SHAPE CHARTS
Text
•Text
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Fragile balance
MISCELLANEOUS SHAPE CHARTS
Text
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Balancing steps
MISCELLANEOUS SHAPE CHARTS
TextTextTextTextText
TextTextTextTextText
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Fade-outs and cover-ups
MISCELLANEOUS SHAPE CHARTS
Phase 2
Text
Text
Phase 1
Text
Text
Phase 3
Text
Text
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
MISCELLANEOUS SHAPE CHARTS
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
MISCELLANEOUS SHAPE CHARTS
Area 1
Area 2
Area 3
Area 4
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Cost map (total cost structure of company)
MISCELLANEOUS SHAPE CHARTS
• Finance & Strategy $Xm
• HR $Xm
• Administration $Xm
• R&D $Xm
• Procurement• $Xm
• Manufacturing• $Xm
• Sales• $Xm
• CustomerService$Xm
Total costs: $XYm
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Exponential curve
MISCELLANEOUS SHAPE CHARTS
Y-Axis
X-Axis
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Asymptotic curve
MISCELLANEOUS SHAPE CHARTS
Y-Axis
X-Axis
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Pareto (“80/20”) distribution
MISCELLANEOUS SHAPE CHARTS
Y-Axis
X-Axis
80%
100%
20% 100%
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166
Normal distribution 2
MISCELLANEOUS SHAPE CHARTS
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Scoring 1 - Harvey Balls
MISCELLANEOUS SHAPE CHARTS
Excellent Satisfactory Poor Very poorGood
Very high Medium Low Very low High
CommentComment
CommentComment
CommentComment
CommentComment
CommentComment
CommentComment
CommentComment
CommentCommentCriterion 1
Option 4Option 3Option 2Option 1Criteria
Criterion 2
CommentComment
CommentComment
CommentComment
CommentComment
CommentComment
CommentComment
CommentComment
CommentCommentOption 1
Criterion 4Criterion 3Criterion 2Criterion 1Options
Option 2
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Scoring 3 - stars
MISCELLANEOUS SHAPE CHARTS
Excellent
Good
Satisfactory
Poor
Very poor
• Option 1
Criterion 4Criterion 3Criterion 2Criterion 1Options
• Option 2
• Criterion 1
Option 4Option 3Option 2Option 1Criteria
• Criterion 2
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Stages 2 - Traffic lights
MISCELLANEOUS SHAPE CHARTS
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
MISCELLANEOUS SHAPE CHARTS
TextTextTextText
• Text• Text• Text• Text
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Comparison
MISCELLANEOUS SHAPE CHARTS
• Text Text Text Text Text Text Text Text Text Text
• Text Text Text Text Text Text Text Text Text Text• Text Text Text Text Text Text Text Text Text Text
• Text Text Text Text Text Text Text Text Text Text
Option 1 DisadvantagesAdvantages
DisadvantagesAdvantagesOption 2
The text in these boxes is intended to cover the +/- signs in the background
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172
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
Ungroup map to select and shade one or more countries
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175
South America (shade-able)
MAPS
Ungroup map to select and shade one or more countries
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Europe (shade-able)
MAPS
Ungroup map to select and shade one or more countries
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177
Regions - United States (shade-able)
MAPS
Ungroup map to select and shade one or more countries
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178
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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