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Excel Basics and Advanced Functions Guide

The document provides an overview of Microsoft Excel, emphasizing its importance in business for data analysis and accuracy. It covers key terms, basic shortcuts, cell referencing, and common functions, including how to input data and use formulas effectively. Additionally, it highlights the potential for errors in Excel and the need for careful data entry and formula verification.
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0% found this document useful (0 votes)
50 views262 pages

Excel Basics and Advanced Functions Guide

The document provides an overview of Microsoft Excel, emphasizing its importance in business for data analysis and accuracy. It covers key terms, basic shortcuts, cell referencing, and common functions, including how to input data and use formulas effectively. Additionally, it highlights the potential for errors in Excel and the need for careful data entry and formula verification.
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd

Getting Started with Excel

Learning Basics & Advanced Functions

1
Why Excel?
Proficiency in Excel is crucial for any business

Analysis – Accessible –
Omnipresent – Easy – Easiest Accurate –
Can present Comes
Everyone uses data entry & Calculations
data & analysis installed on
it analysis tool free of errors
together Windows

Prone to Errors: Since formulae are built by people, there is always a probability of putting in wrong formulae and data entries, resulting in
erroneous calculations & analysis.
Hence, it is advisable to double-check all the inputs & formulae.

2
Contents of this Presentation

Getting Data Into


Key Terms Basic Shortcuts Cell Referencing
Excel

Line Pie Area Scatter


charts charts charts charts

Workplan / Organization / Concept Map


process charts relationships slides slides

Consulting Additional
frameworks slides

Copyright © 2022 All rights reserved. 3


Key Terms
There are 5 areas in the screen, upon opening MS Excel

Spreadsheet Grid: This is


Quick Access Toolbar: This the workspace. Each Excel
is a place where all the Ribbon: Ribbon is like an file can contain several Status Bar: You can tell if
important tools can be expanded menu. It depicts sheets. But the Excel is busy calculating a
placed. When you start all the features of Excel in Formula Bar: This is where spreadsheet grid shows formula, creating a pivot
Excel for the very first easy-to-understand form. any calculations or few rows & columns of report or recording a
time, it has only 3 icons Since Excel has 1000s of formulas you write will active spreadsheet. To see macro by just looking at
(Save, Undo, Redo). But features, they are grouped appear. You will more rows or columns you the status bar. The status
you can add any feature into several ribbons. The understand the relevance can use the scroll bars to bar also shows quick
of Excel to to Quick most important ribbons of it once you start the left or at bottom. To summaries of selected
Access Toolbar so that you are – Home, Insert, building formulas. access other sheets, just cells (count, sum,
can easily access it from Formulas, Page Layout & click on the sheet name average, minimum or
anywhere (hence the Data. (or press CTRL+Page Up maximum values).
name). or CTRL+Page Down).

4
About Umbrex

Copyright © 2022 All rights reserved. 5


Key terms in a Spreadsheet Grid
Workbook An Excel file is referred to as a workbook
Worksheet A single “tab” or “sheet” within a Workbook
Cell The boxes within the worksheet where information is stored. Cells are referenced by
column letters (A, B, C, …) and row numbers (1, 2, 3, …) like a map:

A1
BX800
EEE20
Range A contiguous set of cells referenced by the top left and bottom right cells, separated
by a colon (:):
A1:D23
BA2:CT8
Row Cells from left to right
Column Cells from top to bottom

6
6
Contents of this Presentation

Getting Data Into


Key Terms Basic Shortcuts Cell Referencing
Excel

Line Pie Area Scatter


charts charts charts charts

Workplan / Organization / Concept Map


process charts relationships slides slides

Consulting Additional
frameworks slides

Copyright © 2022 All rights reserved. 7


Basic Shortcuts (1/3)
Navigating Through Workbook

Description Excel Shortcuts

1. To create a new workbook Ctrl + N

2. To open an existing workbook Ctrl + O

3. To save a workbook/spreadsheet Ctrl + S

4. To close the current workbook Ctrl + W

5. To close Excel Ctrl + F4

6. To move to the next sheet Ctrl + PageDown

7. To move to the previous sheet Ctrl + PageUp

8. To go to the Data tab Alt + A

9. To go to the View tab Alt + W

10. To go the Formula tab Alt + M

Source:_______ 8
Basic Shortcuts (2/3)
Cell Formatting

Description Excel Shortcuts Description Excel Shortcuts

11. To edit a cell F2 18. To add an outline to the select cells Ctrl + Shift + &

12. To copy and paste cells Ctrl + C, Ctrl + V 19. To move to the next cell Tab

13. To italicize and make the font 20. To move to the previous cell Shift + Tab
Ctrl + I, Ctrl + B
bold
21. To select all the cells on the right Ctrl + Shift + Right arrow
14. To center align cell contents Alt + H + A + C
22. To select all the cells on the left Ctrl + Shift + Left Arrow
15. To fill color Alt + H + H 23. To select the column from the
Ctrl + Shift + Down Arrow
selected cell to the end of the table
16. To add a border Alt + H + B
24. To select all the cells above the
Ctrl + Shift + Up Arrow
17. To remove outline border Ctrl + Shift + _ selected cell
25. To select all the cells below the
Ctrl + Shift + Down Arrow
selected cell

Source:_______ 9
Basic Shortcuts (3/3)
Rows & Columns
Description Excel Shortcuts

36. To select the entire row Shift + Space

37. To select the entire column Ctrl + Space

38. To delete a column Alt+H+D+C

39. To delete a row Shift + Space, Ctrl + -

40. To hide selected row Ctrl + 9

41. To unhide selected row Ctrl + Shift + 9

42. To hide a selected column Ctrl + 0

43. To unhide a selected column Ctrl + Shift + 0

44. To group rows or columns Alt + Shift + Right arrow

45. To ungroup rows or columns Alt + Shift + Left arrow

Source:_______ 10
Contents of this Presentation

Getting Data Into


Key Terms Basic Shortcuts Cell Referencing
Excel

Line Pie Area Scatter


charts charts charts charts

Workplan / Organization / Concept Map


process charts relationships slides slides

Consulting Additional
frameworks slides

Copyright © 2022 All rights reserved. 11


Cell references
Excel formulas can reference different cells
Changes to the referenced cells result in updates to value calculated by
the formula

Cells referenced
by a formula

Formula
12
Cell references (continued)

Inputs within functions can be either a single cell reference or a block


of cells referred to as a range.
The two example below provide the same result:
=SUM(C1,C2,C3) Single cells selection –
use the Ctrl Key

=SUM(C1:C3) Range selection –


use Shift Key or Drag with
mouse

Note: should a row be inserted between C1 and C3, then example 1


will still provide the same results, however example two will extend
to add 4 cells.

13 13
Absolute cell references

Absolute referencing is a way of referring to cells within formulas so


that once copied, the cell reference remains fixed to a particular cell

Relative referencing
As a formula is copied along, the
row/column numbers adjust accordingly

Absolute referencing
As a formula is copied along, it continues
to refer to the same cell as before

14 14
Absolute cell referencing

With absolute cell referencing, a dollar sign ($) appears in the cell
reference:
=B4 Refers to column B and row 4,
but this will vary if the formula is copied across a range of cells
(relative reference)
=$B4 Will always refer to column B, but row reference can vary
=B$4 Will always refer to row 4, but column reference can vary
=$B$4 Will always refer to column B and row 4
(absolute reference)

Keyboard shortcut F4 cycles through the four absolute cell reference options

15
12
Contents of this Presentation

Getting Data Into


Key Terms Basic Shortcuts Cell Referencing
Excel

Line Pie Area Scatter


charts charts charts charts

Workplan / Organization / Concept Map


process charts relationships slides slides

Consulting Additional
frameworks slides

Copyright © 2022 All rights reserved. 16


Getting data into excel

• Excel files have the extension .xlsx or .xls (older versions)


• Excel can also import data from delimited text files
– Some comma-separated values files can be opened directly by Excel
– Tab-separated values can be copy-and-pasted directly into an Excel
worksheet
– Delimited text can also be copy-and-pasted into Excel and then separated
with text-to-columns

17
Example – Delimited text

header
DBN,SCHOOL NAME,Num of SAT Test Takers,SAT Critical Reading Avg. Score,SAT Math Avg. Score,SAT Writing
Avg. Score
01M292,HENRY STREET SCHOOL FOR INTERNATIONAL STUDIES,29,355,404,363
01M448,UNIVERSITY NEIGHBORHOOD HIGH SCHOOL,91,383,423,366
01M450,EAST SIDE COMMUNITY SCHOOL,70,377,402,370 delimiter text qualifier
01M458,FORSYTH SATELLITE ACADEMY,7,414,401,359
01M509,MARTA VALLE HIGH SCHOOL,44,390,433,384
01M515,LOWER EAST SIDE PREPARATORY HIGH SCHOOL,112,332,557,316
01M539,"NEW EXPLORATIONS INTO SCIENCE, TECHNOLOGY AND MATH HIGH SCHOOL",159,522,574,525
01M650,CASCADES HIGH SCHOOL,18,417,418,411
01M696,BARD HIGH SCHOOL EARLY COLLEGE,130,624,604,628
02M047,47 THE AMERICAN SIGN LANGUAGE AND ENGLISH SECONDARY SCHOOL,16,395,400,387
02M288,FOOD AND FINANCE HIGH SCHOOL,62,409,393,392
02M294,ESSEX STREET ACADEMY,53,394,384,378
02M296,HIGH SCHOOL OF HOSPITALITY MANAGEMENT,58,374,375,362
02M298,PACE HIGH SCHOOL,85,423,438,432
02M300,"URBAN ASSEMBLY SCHOOL OF DESIGN AND CONSTRUCTION, THE",48,404,449,416
02M303,"FACING HISTORY SCHOOL, THE",76,353,358,340
02M305,"URBAN ASSEMBLY ACADEMY OF GOVERNMENT AND LAW, THE",50,375,388,385
02M308,LOWER MANHATTAN ARTS ACADEMY,40,403,392,405
02M313,"JAMES BALDWIN SCHOOL, THE: A SCHOOL FOR EXPEDITIONARY LEARNING",69,408,390,390
02M316,"URBAN ASSEMBLY SCHOOL OF BUSINESS FOR YOUNG WOMEN, THE",42,373,370,384
02M374,GRAMERCY ARTS HIGH SCHOOL,60,391,391,394
02M376,NYC ISCHOOL,92,473,483,479

18
Text to columns

• You might have text in one column that should be split across multiple
columns, such as “1-Q-Fred” in the example below
• You can use the “Text to Columns” wizard to accomplish this

19
References to worksheets and workbooks

• You can also use data from other worksheets or other workbooks in your
formulas
• Another worksheet in the same workbook is represented by “Sheet!”
• A worksheet in a different workbook is represented by
“[[Link]]Sheet!”

20
Contents of this Presentation

Getting Data Into


Key Terms Basic Shortcuts Cell Referencing
Excel

Pie Area Scatter


Excel Formulae
charts charts charts

Workplan / Organization / Concept Map


process charts relationships slides slides

Consulting Additional
frameworks slides

Copyright © 2022 All rights reserved. 21


Parts of a Formula

[Link]: included with Excel, functions are engineered formulas that carry out specific calculations. For example, the PI() function
returns the value of pi: 3.142...
[Link]: refer to individual cells or ranges of cells. A2 returns the value in cell A2
[Link]: numbers or text values entered directly into a formula, such as 2.
[Link]: These are mathematical operators, such as + (add), - (subtract), and so on.

Note:
An equal sign ( = ) is must as the first character in a cell that contains a formula.
Without the = sign, the formula will not calculate anything. It will simply display the text of the formula.

22
Common Functions in Excel
These are the most commonly used functions in Excel (non-exhaustive)

Functions

Mathematical Logical Lookup

Addition Average Count If Iferror Gated Matc Formul


Vlookup Index
h atext

Sum Sumif Sumifs Sumproduct Max Min And Or Not

Count Countifs Counta

23
Addition Functions (1/4)
Sum Function

Gives sum of the numbers in the selected range or in the mentioned cell address. It can also result
in the sum of numbers mentioned in the formula itself.
Syntax: =sum(sumrange or absolute numbers)

Function Description Result

=sum(1,2,3,4,5) The function adds absolute numbers 15

=sum(A1, B1, C1) The function adds numbers in the cells A1, B1, and C1. If extra
columns with numbers are added between columns A, B, and C,
they would not be calculated in the result.
=sum(A1:C1) The function adds numbers in the range A1:C1
If extra column(s) are added between columns A and C, they
would be incorporated in the formula too.
=sum(A1:C10) The function adds numbers in the range mentioned

=sum(A1:C1, A4:C6, 2, 5) The function adds numbers in the range A1:C1, A4:C6, and the
absolute numbers 2 and 5 altogether.

24
Addition Functions (2/4)
Sumproduct Function

Returns the sum of the products of corresponding ranges or arrays


Syntax: =sumproduct(array1, array2, …)
Function Description Result

=sumproduct(A1:A10,B1:B1 The function multiplies the value in A1 with B1, A2 with B2, and
0) so on till A10 with B10. The resulting numbers are added
together to give the result.
=sumproduct(A1:A10, The function multiplies the values in A1, B1, and C1 together,
B1:B10, C1:C10) A2, B2, and C2 together, and so on till A10, B10, and C10. The
resulting numbers are added together to produce the final
result.
=sumproduct(A1:A10) The function adds the numbers in the range A1:10.
The size of the arrays being multiplied together must be the same, else the formula would result in
an error
Sumproduct can also be used to apply conditions, much like Sumif. To apply condition, double
negative (- -) is used. The formula below would only add the numbers in the range A1:A10
corresponding to “India” in column C.
=sumproduct(- - (C1:C10=“India”), A1:A10)
25
Addition Functions (3/4)
Sumif Function

Returns the sum of the products based on a specified condition


Syntax: =sumif(criteriarange, criteria, sumrange)
Function Description Result

=sumif(C1:C10, ”India”, The function would only add the numbers in the range A1:A10
A1:A10) corresponding to “India” in column C.
=sumif(A1:A10, C1:C10, The function only adds the numbers in the range A1:A10
”*tan”) corresponding to the text that ends in ”tan” in column C.
* Is an important tool in Excel which is used to replace text
(more on this later)

Sumrange should be the same size and shape as Criteriarange. If it isn't, performance may
suffer, and the formula will sum a range of cells that starts with the first cell in Sumrange but has
the same dimensions as Criteriarange. For example:
=sumif(C1:C10, “India”, A1:B10) would actually be =sumif(C1:C10, “India”, A1:A10). To incorporate
column B, use
=sumif(C1:C10, “India”, A1:A10) + sumif(C1:C10, “India”, B1:B10)
26
Addition Functions (4/4)
Sumifs Function

Returns the sum of the products based on one or more than one condition(s)
Syntax: =sumifs (sumrange, criteriarange1, criteria1, criteriarange2, criteria2, ….)
Function Description Result

=sumifs(A1:A10, C1:C10, The function only adds the numbers in the range A1:A10
”India”) corresponding to “India” in column C.
=sumifs(A1:A10, C1:C10, The function only adds the numbers in the range A1:A10
”India”, ) corresponding to the text that ends in ”tan” in column C.
* Is an important tool in Excel which is used to replace text
(more on this later)

Sumrange should be the same size and shape as Criteriarange. If it isn't, performance may
suffer, and the formula will sum a range of cells that starts with the first cell in Sumrange but has
the same dimensions as Criteriarange. For example:
=sumif(C1:C10, “India”, A1:B10) would actually be =sumif(C1:C10, “India”, A1:A10). To incorporate
column B, use
=sumif(C1:C10, “India”, A1:A10) + sumif(C1:C10, “India”, B1:B10)
27
Addition Functions (1/4)
Sum Function

What it does?
sums items in a list matching a condition
Syntax:
sumif(in this range,values that meet this criteria,[sum-this-range])
Example:
=sumif(A1:A20,10) = sums the cells with the value of "10"

28
SUMIF
Color Printers Dept Quanity
We want to know how many HP Laser Jet
Printers we have. HP Laser Jet Admin 4

=sumif(a2:a14,”HP Laser Jet”,c2:c14) HP M553 Construction 5


HP Laser Jet Construction 1
Which equals 11
Epson WF2750 Police 4
We want to know how many HP Laser Jet
HP Laser Jet Pro Fire Prevention 1
Printers the POLICE have.
Canon MF634 Human Svcs 2
=sumifs(c2:c14,a2:14,”HP Laser
Jet”,b2:b14,”Police”) HP Laser Jet Police 3
Canon MF634 Recreation 3
Which equals 3
HP Laser Jet Parks 1
HP M553 Clerk 1
HP Laser Jet Purchasing 1
Epson WF2750 OEM 1
HP Laser Jet Golf Course 1
29
SUMIF
=sumif(condition range,condition, sum range)

Sum alternate Rows/Columns Number Amount Condition


Alt. Row Sum 1: 183 1 56 0
=sumif(E15:E21,1,D15:D21) 2 35 1
Alt. Row Sum 0: 285 3 66 0
=sumif(E15:E21,0,D15:D21) 4 23 1
5 98 0
6 125 1
7 65 0

30
AVERAGE
What it does?
averages a group of numbers
Syntax:
average(of this number range)
Example:
=average(2,4,6) 4 5 10
=average(c9:d11) 12.4166667 3.5 20
6 30

31
ROUND
What it does?
rounds a number to the nearest decimal you specify
Syntax:
round(this number, to this many digits after decimal)
Example:
=round(12.416667,2) 12.42
Other:
=rounddown(12.416667,2) 12.41
=roundup(12.416667,2) 12.42
32
Using Rounding for Budgeting

Assessed Value 7,189,343,350

RATE no RATE Actual


Amount to be RATE no round with Rate
TAX Raised round expanded round Struck
Municipal 42,778,836.00 0.60 0.5950 0.595 0.595
Municipal Open Space 1,437,869.00 0.02 0.0200 0.020 0.020
Library 2,871,017.00 0.04 0.0399 0.040 0.039
County 21,720,889.77 0.30 0.3021 0.302 0.303
County Open Space 761,633.70 0.01 0.0106 0.011 0.011
School 132,965,271.00 1.85 1.8495 1.849 1.850
Total 2.82 2.8172 2.8170 2.818
UGH!!!
33
ROMAN/ARABIC
What it does?
converts a number to roman numeral format
or visa versa
Syntax:
roman(number) arabic("text")
Example:
=roman(65) LXV
=arabic(LXV) 65
34
Logical Formulas

If
And
Or
Not
Choose
Iferror
Istext
35
IF
What it does?
checks whether a condition is met and returns one value if TRUE and another if FALSE
Syntax:
if(is-this-true,then do this, or this)
Example:
=if(25<15,"looser","winner") = winner
Other:
=sumif(condition range,condition, sum range)

36
IFERROR
What it does?
an easy way to handle errors in formulas
IFERROR returns the value you want incase of
an error with the formula
Syntax:
iferror(formula, value to return if there is an error)
Example:
=iferror(1/0,"can't divide by zero") can't divide by zero
=iferror(0/1,"can't divide by zero") 0
37
Summary statistics

COUNT()
Counts numbers
COUNTBLANK()
Counts empty cells
COUNTA()
Counts non-empty cells
MIN()
Returns minimum
MAX()
Returns maximum
AVERAGE()
Returns average/mean
ROWS/COLUMNS()
Return number of
rows/columns
38
38
Status bar

• Highlighting a range of cells returns summary statistics on the status bar in


the lower right corner
• This is a quick way to get information about part of your data

39
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• Text
• Text

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed eget. Lorem ipsum dolor sit amet, consectetur adipiscing elite.
• Text
• Text
• Text
• Text

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• Text
• Text
• Text
• Text

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• Text
• Text
• Text
• Text

59
Template — Executive Summary 6
Subtitle

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed eget. Lorem ipsum dolor sit amet, consectetur adipiscing elite.
• Text
• Text
‒ Text
‒ Text

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed eget. Lorem ipsum dolor sit amet, consectetur adipiscing elite.
• Text
• Text
‒ Text
‒ Text

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• Text
• Text
‒ Text
‒ Text

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• Text
• Text
‒ Text
‒ Text

60
Template — Executive Summary 7
Subtitle

[Situation – lay out the facts of the current state]


• Text
• Text
• Text
• Text

[Complication – what has changed or will change, and what will be the impact]
• Text
• Text
• Text
• Text

[Resolution – what should we do]


• Text
• Text
• Text
• Text

61
Template — Description slide
Subtitle

xxx xxx
Sed ut perspiciatis unde omnis iste natus error sit volup tatem accus antium dolor. Sed ut perspiciatis unde omnis iste
natus error sit volup tatem accus antium dolor. Sed ut perspiciatis unde omnis iste natus error sit volup tatem accus
xxx
antium dolor

Sed ut perspiciatis unde omnis iste natus error sit volup tatem accus antium dolor. Sed ut perspiciatis unde omnis iste
natus error sit volup tatem accus antium dolor. Sed ut perspiciatis unde omnis iste natus error sit volup tatem accus
xxx
antium dolor

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natus error sit volup tatem accus antium dolor. Sed ut perspiciatis unde omnis iste natus error sit volup tatem accus
xxx
antium dolor

Sed ut perspiciatis unde omnis iste natus error sit volup tatem accus antium dolor. Sed ut perspiciatis unde omnis iste
natus error sit volup tatem accus antium dolor. Sed ut perspiciatis unde omnis iste natus error sit volup tatem accus
xxx
antium dolor

Sed ut perspiciatis unde omnis iste natus error sit volup tatem accus antium dolor. Sed ut perspiciatis unde omnis iste
xxx natus error sit volup tatem accus antium dolor. Sed ut perspiciatis unde omnis iste natus error sit volup tatem accus
antium dolor

Source:_______ 62
Template — Description slide
Subtitle

xxx xxx
Sed ut perspiciatis unde omnis iste natus error sit volup tatem accus antium dolor. Sed ut perspiciatis unde omnis iste
natus error sit volup tatem accus antium dolor. Sed ut perspiciatis unde omnis iste natus error sit volup tatem accus
xxx
antium dolor

Sed ut perspiciatis unde omnis iste natus error sit volup tatem accus antium dolor. Sed ut perspiciatis unde omnis iste
natus error sit volup tatem accus antium dolor. Sed ut perspiciatis unde omnis iste natus error sit volup tatem accus
xxx
antium dolor

Sed ut perspiciatis unde omnis iste natus error sit volup tatem accus antium dolor. Sed ut perspiciatis unde omnis iste
natus error sit volup tatem accus antium dolor. Sed ut perspiciatis unde omnis iste natus error sit volup tatem accus
xxx
antium dolor

Sed ut perspiciatis unde omnis iste natus error sit volup tatem accus antium dolor. Sed ut perspiciatis unde omnis iste
natus error sit volup tatem accus antium dolor. Sed ut perspiciatis unde omnis iste natus error sit volup tatem accus
xxx
antium dolor

Sed ut perspiciatis unde omnis iste natus error sit volup tatem accus antium dolor. Sed ut perspiciatis unde omnis iste
xxx natus error sit volup tatem accus antium dolor. Sed ut perspiciatis unde omnis iste natus error sit volup tatem accus
antium dolor

Source: 63
Template — Description slide
Subtitle

xxx xxx

01

XXX Sed ut perspiciatis unde omnis iste natus error sit volup tatem accus antium dolor

02

XXX Sed ut perspiciatis unde omnis iste natus error sit volup tatem accus antium dolor

03

XXX Sed ut perspiciatis unde omnis iste natus error sit volup tatem accus antium dolor

04

XXX Sed ut perspiciatis unde omnis iste natus error sit volup tatem accus antium dolor

05

XXX Sed ut perspiciatis unde omnis iste natus error sit volup tatem accus antium dolor

Source:_______ 64
Template — Description slide
Subtitle

xxx xxx

01

XXX Sed ut perspiciatis unde omnis iste natus error sit volup tatem accus antium dolor

02

XXX Sed ut perspiciatis unde omnis iste natus error sit volup tatem accus antium dolor

03

XXX Sed ut perspiciatis unde omnis iste natus error sit volup tatem accus antium dolor

04

XXX Sed ut perspiciatis unde omnis iste natus error sit volup tatem accus antium dolor

05

XXX Sed ut perspiciatis unde omnis iste natus error sit volup tatem accus antium dolor

Source:_______ 65
Template — Description Slide
Subtitle

A B C D E
Lorem ipsum dolor sit Lorem ipsum dolor sit Lorem ipsum dolor sit Lorem ipsum dolor sit Lorem ipsum dolor sit
amet, consectetur amet, consectetur amet, consectetur amet, consectetur amet, consectetur
adipiscing elit. Sed adipiscing elit. Sed adipiscing elit. Sed adipiscing elit. Sed adipiscing elit. Sed
eget. eget. eget. eget. eget.

TITLE 01 TITLE 02 TITLE 03 TITLE 04 TITLE 05

Source:_______ 66
Template — Statements
Subtitle

Our mission
Lorem ipsum dolor sit amet,
consectetur adipiscing elit. Sed
eget.

Our vision Our values


Lorem ipsum dolor sit amet, Lorem ipsum dolor sit amet,
consectetur adipiscing elit. Sed consectetur adipiscing elit. Sed
eget. eget.

Source:_______ 67
Template — Four categories

Text Text

Text

Text Text

Your logo here Source:_______ 68


Template — Table of words
Subtitle

Text Text Text Text Text

Text Text Text Text Text Text

Text Text Text Text Text Text

Text Text Text Text Text Text

Source:_______ 69
Template — Table
Subtitle

Text Text Text Text

Text Text Text Text

Text Text Text Text

Text Text Text Text

Text Text Text Text

Text Text Text Text

Your logo here Source:_______ 70


Template — Table
Subtitle

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

Text Text Text Text

Your logo here Source:_______ 71


Template — Features List
Subtitle

Text

Text Text Text Text Text Text Text

Text

Text

Text

Text

Text

Text

Text

Your logo here Source:_______ 72


Template A — Quote

Lorem ipsum dolor sit amet,


consectetur adipiscing elit. Lorem
ipsum dolor sit amet, consectetur
adipiscing elit. Lorem ipsum dolor sit
amet, consectetur adipiscing elit.
Lorem ipsum dolor sit amet,
consectetur adipiscing elit. Lorem
ipsum dolor sit amet, consectetur
adipiscing elit. Lorem ipsum dolor sit
amet, consectetur adipiscing

Person name

Source:_______ 73
Template B — Quote

Lorem ipsum dolor sit amet, consectetur adipiscing


elit. Lorem ipsum dolor sit amet, consectetur
adipiscing elit. Lorem ipsum dolor sit amet,
consectetur adipiscing elit. Lorem ipsum dolor sit
amet, consectetur adipiscing elit. Lorem ipsum
dolor sit amet, consectetur adipiscing elit. Lorem
ipsum dolor sit amet, consectetur adipiscing
Lorem ipsum dolor sit amet, consectetur adipiscing
elit. Lorem ipsum dolor sit amet, consectetur
adipiscing elit. Lorem ipsum dolor sit amet,
consectetur adipiscing elit. Lorem ipsum dolor sit
amet, consectetur adipiscing elit. Lorem ipsum
Person name dolor sit amet, consectetur adipiscing elit. Lorem
ipsum dolor sit amet, consectetur adipiscing

Person name

Source:_______ 74
Template C — Quote

Lorem ipsum dolor sit amet, consectetur Lorem ipsum dolor sit amet, consectetur Lorem ipsum dolor sit amet, consectetur
adipiscing elit. Lorem ipsum dolor sit adipiscing elit. Lorem ipsum dolor sit adipiscing elit. Lorem ipsum dolor sit
amet, consectetur adipiscing elit. Lorem amet, consectetur adipiscing elit. Lorem amet, consectetur adipiscing elit. Lorem
ipsum dolor sit amet, consectetur ipsum dolor sit amet, consectetur ipsum dolor sit amet, consectetur
adipiscing elit. Lorem ipsum dolor sit adipiscing elit. Lorem ipsum dolor sit adipiscing elit. Lorem ipsum dolor sit
amet, consectetur adipiscing elit. Lorem amet, consectetur adipiscing elit. Lorem amet, consectetur adipiscing elit. Lorem
ipsum dolor sit amet, consectetur ipsum dolor sit amet, consectetur ipsum dolor sit amet, consectetur
adipiscing elit. Lorem ipsum dolor sit adipiscing elit. Lorem ipsum dolor sit adipiscing elit. Lorem ipsum dolor sit
amet, consectetur adipiscing amet, consectetur adipiscing amet, consectetur adipiscing
Lorem ipsum dolor sit amet, consectetur Lorem ipsum dolor sit amet, consectetur Lorem ipsum dolor sit amet, consectetur
adipiscing elit. Lorem ipsum dolor sit adipiscing elit. Lorem ipsum dolor sit adipiscing elit. Lorem ipsum dolor sit
amet, consectetur adipiscing elit. Lorem amet, consectetur adipiscing elit. Lorem amet, consectetur adipiscing elit. Lorem
ipsum dolor sit amet, consectetur ipsum dolor sit amet, consectetur ipsum dolor sit amet, consectetur
adipiscing elit. adipiscing elit. adipiscing elit.

Person name Person name Person name

Source:_______ 75
Template D — Quote

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Lorem Lorem ipsum dolor sit amet, consectetur adipiscing elit. Lorem
ipsum dolor sit amet, consectetur adipiscing elit. Lorem ipsum ipsum dolor sit amet, consectetur adipiscing elit. Lorem ipsum
dolor sit amet, consectetur adipiscing elit. Lorem ipsum dolor sit dolor sit amet, consectetur adipiscing elit. Lorem ipsum dolor sit
amet, consectetur adipiscing elit. Lorem ipsum dolor sit amet, amet, consectetur adipiscing elit. Lorem ipsum dolor sit amet,
consectetur adipiscing elit. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Lorem ipsum dolor sit amet,
consectetur adipiscing consectetur adipiscing

Person name Person name

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Lorem Lorem ipsum dolor sit amet, consectetur adipiscing elit. Lorem
ipsum dolor sit amet, consectetur adipiscing elit. Lorem ipsum ipsum dolor sit amet, consectetur adipiscing elit. Lorem ipsum
dolor sit amet, consectetur adipiscing elit. Lorem ipsum dolor sit dolor sit amet, consectetur adipiscing elit. Lorem ipsum dolor sit
amet, consectetur adipiscing elit. Lorem ipsum dolor sit amet, amet, consectetur adipiscing elit. Lorem ipsum dolor sit amet,
consectetur adipiscing elit. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Lorem ipsum dolor sit amet,
consectetur adipiscing consectetur adipiscing

Person name Person name

Source:_______ 76
Template E — Quote

Lorem ipsum dolor sit amet, Lorem ipsum dolor sit amet, Lorem ipsum dolor sit amet,
consectetur adipiscing elit. Lorem consectetur adipiscing elit. Lorem consectetur adipiscing elit. Lorem
ipsum dolor sit amet, consectetur ipsum dolor sit amet, consectetur ipsum dolor sit amet, consectetur
adipiscing elit. Lorem ipsum dolor adipiscing elit. Lorem ipsum dolor adipiscing elit. Lorem ipsum dolor
sit amet, consectetur adipiscing sit amet, consectetur adipiscing sit amet, consectetur adipiscing
elit. elit. elit.
Lorem ipsum dolor sit amet, Lorem ipsum dolor sit amet, Lorem ipsum dolor sit amet,
consectetur adipiscing elit. consectetur adipiscing elit. consectetur adipiscing elit.

Person name Person name Person name

Lorem ipsum dolor sit amet, Lorem ipsum dolor sit amet,
consectetur adipiscing elit. Lorem consectetur adipiscing elit. Lorem
ipsum dolor sit amet, consectetur ipsum dolor sit amet, consectetur
adipiscing elit. Lorem ipsum dolor adipiscing elit. Lorem ipsum dolor
sit amet, consectetur adipiscing sit amet, consectetur adipiscing
elit. elit.
Lorem ipsum dolor sit amet, Lorem ipsum dolor sit amet,
consectetur adipiscing elit. consectetur adipiscing elit

Person name Person name

Source:_______ 77
Template — Key points diagram
Subtitle

Text

Text Text Text Text

Text Text Text Text

Your logo here Source:_______ 78


Template A — SWOT Analysis
Subtitle

STRENGTHS

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Lorem
S ipsum dolor sit amet, consectetur adipiscing elit. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Lorem ipsum dolor
sit amet, consectetur adipiscing elit. Lorem ipsum dolor sit amet, consectetur adipiscing elit.

W EA K N ESS ES
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W ipsum dolor sit amet, consectetur adipiscing elit. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Lorem ipsum dolor
sit amet, consectetur adipiscing elit. Lorem ipsum dolor sit amet, consectetur adipiscing elit.

O P P O RT U N I T I E S
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O ipsum dolor sit amet, consectetur adipiscing elit. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Lorem ipsum dolor
sit amet, consectetur adipiscing elit. Lorem ipsum dolor sit amet, consectetur adipiscing elit.

T H R E AT S
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Lorem

T ipsum dolor sit amet, consectetur adipiscing elit. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Lorem ipsum dolor
sit amet, consectetur adipiscing elit. Lorem ipsum dolor sit amet, consectetur adipiscing elit.

Source:_______ 79
Template B - SWOT Analysis
Subtitle

Strength Weakness Opportunity Threat


Lorem ipsum dolor sit amet, Lorem ipsum dolor sit amet, Lorem ipsum dolor sit amet, Lorem ipsum dolor sit amet,
consectetur adipiscing elit. consectetur adipiscing elit. consectetur adipiscing elit. consectetur adipiscing elit.
Lorem ipsum dolor sit amet, Lorem ipsum dolor sit amet, Lorem ipsum dolor sit amet, Lorem ipsum dolor sit amet,
consectetur adipiscing elit. consectetur adipiscing elit. consectetur adipiscing elit. consectetur adipiscing elit.
Lorem ipsum dolor sit amet, Lorem ipsum dolor sit amet, Lorem ipsum dolor sit amet, Lorem ipsum dolor sit amet,
consectetur adipiscing elit. consectetur adipiscing elit. consectetur adipiscing elit. consectetur adipiscing elit.
Lorem ipsum dolor sit amet, Lorem ipsum dolor sit amet, Lorem ipsum dolor sit amet, Lorem ipsum dolor sit amet,
consectetur adipiscing elit. consectetur adipiscing elit. consectetur adipiscing elit. consectetur adipiscing elit.
Lorem ipsum dolor sit amet, Lorem ipsum dolor sit amet, Lorem ipsum dolor sit amet, Lorem ipsum dolor sit amet,
consectetur adipiscing elit. consectetur adipiscing elit. consectetur adipiscing elit. consectetur adipiscing elit.
Lorem ipsum dolor sit amet, Lorem ipsum dolor sit amet, Lorem ipsum dolor sit amet, Lorem ipsum dolor sit amet,
consectetur adipiscing elit. consectetur adipiscing elit. consectetur adipiscing elit. consectetur adipiscing elit.
Lorem ipsum dolor sit amet, Lorem ipsum dolor sit amet, Lorem ipsum dolor sit amet, Lorem ipsum dolor sit amet,
consectetur adipiscing elit. consectetur adipiscing elit. consectetur adipiscing elit. consectetur adipiscing elit.
Lorem ipsum dolor sit amet, Lorem ipsum dolor sit amet, Lorem ipsum dolor sit amet, Lorem ipsum dolor sit amet,
consectetur adipiscing elit. consectetur adipiscing elit. consectetur adipiscing elit. consectetur adipiscing elit.
Lorem ipsum dolor sit amet, Lorem ipsum dolor sit amet, Lorem ipsum dolor sit amet, Lorem ipsum dolor sit amet,
consectetur adipiscing elit. consectetur adipiscing elit. consectetur adipiscing elit. consectetur adipiscing elit.

Source:_______ 80
Template — Checklist

Lorem ipsum dolor sit amet, consectetur adipiscing elit

Lorem ipsum dolor sit amet, consectetur adipiscing elit

Lorem ipsum dolor sit amet, consectetur adipiscing elit

Lorem ipsum dolor sit amet, consectetur adipiscing elit

Source:_______ 81
Template — Problem-Solving Process Checklist
Status

1. Define problem 


2. Structure problem

3. Prioritize issues 


4. Plan analyses

5. Conduct analyses 


6. Synthesize findings

7. Craft recommendations 

8. Communicate 

82
Template — Problem Definition Worksheet

Possible problem Implied constraints on Observations on this


Evaluation
definition solution space problem statement
xxx xxx xxx xxx

xxx xxx xxx xxx

xxx xxx xxx xxx

xxx xxx xxx xxx

83
Template — Problem Statement

Basic question to be resolved


Text

1. Context 4. Constraints within solution space


Text Text

2. Criteria for success 5. Stakeholders


Text Text

3. Scope of solution space 6. Key sources of insight


Text Text

84
Template A — Stakeholder Analysis

Stakeholder Impact on stakeholder Actions of stakeholder Engaging stakeholder

[Stakeholder 1] xxx xxx xxx

[Stakeholder 2] xxx xxx xxx

[Stakeholder 3] xxx xxx xxx

[Stakeholder 4] xxx xxx xxx

85
Template B — Stakeholder Analysis

1. Stakeholder 3. Actions of stakeholder


xxx xxx

2. Impact on stakeholder 4. Engaging with stakeholder


xxx xxx

86
Template A - Statistics table

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 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

Your logo here Source:_______ 87


Template B - Statistics table

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

Your logo here Source:_______ 88


Template - Word cloud

Text Text

Text Text

Text Text

Text Text
Your logo here Source:_______ 89
Template index

Structural Text-based Bar Column


slides slides charts charts

Line Pie Area Scatter


charts charts charts charts

Workplan / Organization / Concept Map


process charts relationships slides slides

Consulting Additional
frameworks slides

Copyright © 2022 All rights reserved. 90


Template — Simple bar chart
Subtitle

xxx
$$$ xxx

Text Text; 20
Lorem ipsum dolor sit amet,
consectetur adipiscing elit. Sed
eget.

Text Text; 20

Text Text; 20

Text Text; 20

Text Text; 20

Source:_______ 91
Template — Stacked bar chart
Subtitle

xxx
$$$ xxx

Text Text; 20 Text2; 20


Lorem ipsum dolor sit amet,
consectetur adipiscing elit. Sed
eget.

Text Text; 20 Text2; 20

Text Text; 20 Text2; 20

Text Text; 20 Text2; 20

Text Text; 20 Text2; 20

Source:_______ 92
Template — 100% Stacked bar chart
Subtitle

xxx
$$$ xxx
Text Text
Lorem ipsum dolor sit amet,
Text Text; 20 Text2; 20 consectetur adipiscing elit. Sed
eget.

Text Text; 20 Text2; 20

Text Text; 20 Text2; 20

Source:_______ 93
Template — Clustered bar chart
Subtitle

xxx
$$$ xxx
Social Media; 35
Lorem ipsum dolor sit amet,
Between 40-60 Business; 18 consectetur adipiscing elit. Sed
eget.
Entertainment; 35

Social Media; 22

Between 20-40 Business; 44

Entertainment; 25

Social Media; 20

Under 18 Business; 24

Entertainment; 43

Source:_______ 94
Template — Waterfall bar chart
Subtitle

xxx
$$$ xxx

Text Text; 30
Lorem ipsum dolor sit amet,
consectetur adipiscing elit. Sed
eget.

Text Text; 30 Text2; 10

Text Text; 40 Text2; 10

Text Text; 50 Text2; 10

Text Text; 60

Source:_______ 95
Template — Bar chart with words

Text Text Text Text

Text 10 Text • Text

Text 20 Text • Text

Text 30 Text • Text

Text 40 Text • Text

Text 50 Text • Text

Text Series1 Text


60 • Text

Your logo here Source:_______ 96


Template index

Structural Text-based Bar Column


slides slides charts charts

Line Pie Area Scatter


charts charts charts charts

Workplan / Organization / Concept Map


process charts relationships slides slides

Consulting Additional
frameworks slides

Copyright © 2022 All rights reserved. 97


Template - Simple column chart
Subtitle

xxx
$$$
80

70

60

50

40

30

20

10

Text Text Text Text Text Text Text Text

Source:_______ 98
Template - Stacked column chart
Subtitle

xxx
$$$

10 Text

10

10

10

10
80 Text
10 70
60
10 50
40
10 30
20
10

Text Text Text Text Text Text Text Text

Source:_______ 99
Template - 100% stacked column chart
Subtitle

xxx
$$$

10 10 10 Text
10 10
10
10
10

60 70 80 Text
40 50
30
20
10

Text Text Text Text Text Text Text Text

Source:_______ 100
Template - Clustered column chart
Subtitle

xxx
$$$

10 10 10 10

Text Text Text Text

5 5 5 5

Text Text Text Text Text Text Text Text

Source:_______ 101
Template - Waterfall column chart
Subtitle

xxx
$$$ xxx

Lorem ipsum dolor sit amet,


consectetur adipiscing elit. Sed
eget.

Source:_______ 102
Template - Vertical dot chart
Subtitle

48%

40% 40%
38% 37%
Text Text

Text

Text

Text Text Text Text Text

Source:_______ 103
Template - Grouped column chart
Subtitle

xxx
$$$ xxx
Business; 44
Entertainment; 43
Lorem ipsum dolor sit amet,
consectetur adipiscing elit. Sed
Entertainment; 35 Social Media; 35 eget.

Entertainment; 25
Business; 24
Social Media; 22
Social Media; 20
Business; 18

Under 18 Between 20-40 Between 40-60

Source:_______ 104
Template - Multiple column chart
Subtitle

xxx
$$$

2000

1600

1200

800

400

0
2016 2017 2018 2019 2020

Title 01 Title 02 Title 03 Title 04 Title 05


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amet, consectetur amet, consectetur amet, consectetur amet, consectetur amet, consectetur
adipiscing elit. adipiscing elit. adipiscing elit. adipiscing elit. adipiscing elit.

Source:_______ 105
Template – Pyramid column chart
Subtitle

YOUR TITLE
YOUR TITLE

YOUR TITLE
YOUR TITLE

YOUR TITLE

$0.9M $2.1M $3.3M $2.5M $2.9M

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed [Link] ipsum dolor sit
amet, consectetur adipiscing elit. Sed [Link] ipsum dolor sit amet, consectetur adipiscing elit. Sed eget..

Source:_______ 106
Template - Combination chart
Subtitle

6 5
4.5
4.3 4.5
5
4
3.5
3.5
4
3
2.5
3 2.5

2
2
1.5

1
1
0.5

0 0
Categoría 1 Categoría 2 Categoría 3 Categoría 4

Your logo here Source:_______ 107


Template - Mekko chart
Subtitle

xxx xxx xxx xxx

xxx

xxx

xxx

Source:_______ 108
Template - Histogram

Text

Text

Text

Your logo here Source:_______ 109


Template - Density chart
Subtitle

xxx xxx

35 30

30 25
25
20
20
15
15
10
10

5 5

0 0
1 2 3 4 5 1 2 3 4 5

Your logo here Source:_______ 110


Template - Population pyramid
Subtitle

xxx xxx

30

25

20

15

10

0
5 4 3 2 11 2 3 4 5

Your logo here Source:_______ 111


Template - Percentage breakdown
Subtitle

Text Text Text Text Text Text

Your logo here Source:_______ 112


Template - Heat map
Subtitle

Text Text Text Text Text Text Text Text


Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text

xxx xxx xxx xxx xxx

Your logo here Source:_______ 113


Template - Heat map (with numbers)
Subtitle

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

xxx xxx

Your logo here Source:_______ 114


Template index

Structural Text-based Bar Column


slides slides charts charts

Line Pie Area Scatter


charts charts charts charts

Workplan / Organization / Concept Map


process charts relationships slides slides

Consulting Additional
frameworks slides

Copyright © 2022 All rights reserved. 115


Template - Line chart
Subtitle

xxx
$$$
150 Title 01
Lorem ipsum dolor sit amet,
consectetur adipiscing elit.

120

90

Title 02
60
Lorem ipsum dolor sit amet,
consectetur adipiscing elit.

30 Title 03
Lorem ipsum dolor sit amet,
consectetur adipiscing elit.

0
2013 2014 2015 2016 2017 2018 2019 2020

Source:_______ 116
Template - Vertical line chart
Subtitle

Category 5

Category 4 Series1

Series3

Category 3 Series5

Series7

Category 2

Category 1

0 50 100 150 200 250 300 350

Source:_______ 117
Template - Multiple line chart
Subtitle

xxx xxx xxx


$$$ $$$ $$$

150 150 150

120 120 120

90 90 90

60 60 60

30 30 30

0 0 0
2016 2017 2018 2019 2020 2016 2017 2018 2019 2020 2016 2017 2018 2019 2020

Title 01 Title 02 Title 03

Lorem ipsum dolor sit Lorem ipsum dolor sit Lorem ipsum dolor sit
amet, consectetur amet, consectetur amet, consectetur
adipiscing elit. adipiscing elit. adipiscing elit.

Source:_______ 118
Template - Data over time line chart
Subtitle

Text
5

Text

3
Text

1
Text Text Text

0
2018 2019 2020 2021

Source:_______ 119
Template - Growth curve line chart
Subtitle

36%

Text

27%

Text 22%

Text

10%

5% Text

Text

Source:_______ 120
Template — Product Life Cycle

Intro-
Innovators duction Growth Maturity Decline
XXX

XXX XXX XXX XXX XXX


• XXX • XXX • XXX • XXX • XXX

Your logo here Source:_______ 121


Template - Peak line chart
Subtitle

12

10 Text

Text
6
Text

0
Text Text Text Text Text Text

Source:_______ 122
Template - Arrow line chart
Subtitle

Text 8

Text 7

Text 6

Text 5

4 Text

3 Text

2 Text

1 Text

Source:_______ 123
Template - Evolution Chart
Subtitle

Title 01 Title 02 Title 03 Title 04 Title 05

Lorem ipsum dolor sit Lorem ipsum dolor sit Lorem ipsum dolor sit Lorem ipsum dolor sit Lorem ipsum dolor sit
amet, consectetur amet, consectetur amet, consectetur amet, consectetur amet, consectetur
adipiscing elit. adipiscing elit. adipiscing elit. adipiscing elit. adipiscing elit.

100

80

60

40

20

0
2011 2012 2013 2014 2015 2016 2017 2018 2019 2020

Source:_______ 124
Template - Radial chart
Subtitle

Text

40

20
Text Text

0
Text

Text

Text Text

Source:_______ 125
Template index

Structural Text-based Bar Column


slides slides charts charts

Line Pie Area Scatter


charts charts charts charts

Workplan / Organization / Concept Map


process charts relationships slides slides

Consulting Additional
frameworks slides

Copyright © 2022 All rights reserved. 126


Template - Pie chart
Subtitle

Text 25% 25% Text

25% 25%
Text Text

Source:_______ 127
Template - Doughnut chart
Subtitle

Text Text
25% 25%

25% 25%
Text Text

Source:_______ 128
Template - Multiple Doughnuts
Subtitle

2018 2019 2020

Title 01 Title 02 Title 03


Lorem ipsum dolor sit Lorem ipsum dolor sit Lorem ipsum dolor sit
amet, consectetur amet, consectetur amet, consectetur
adipiscing elit. adipiscing elit. adipiscing elit.

Source:_______ 129
Template - Multiple Doughnuts
Subtitle

01 03

xxx xxx
Lorem ipsum dolor sit amet, Lorem ipsum dolor sit amet,
consectetur adipiscing elit. consectetur adipiscing elit.
Sed eget. Sed eget.

02 04

xxx xxx
Lorem ipsum dolor sit amet, Lorem ipsum dolor sit amet,
consectetur adipiscing elit. consectetur adipiscing elit.
Sed eget. Sed eget.

Source:_______ 130
Template - Harvey Ball Slide
Subtitle

50% 75% 25% 90%

Your Title Your Title Your Title Your Title


Lorem ipsum dolor sit amet, Lorem ipsum dolor sit amet, Lorem ipsum dolor sit amet, Lorem ipsum dolor sit amet,
consectetur adipiscing elit consectetur adipiscing elit consectetur adipiscing elit consectetur adipiscing elit

Source:_______ 131
Template - Harvey Ball Slide
Subtitle

Your Title Your Title Your Title Your Title

xxxx

xxxx

xxxx

xxxx

xxxx

Lorem ipsum dolor sit amet, consectetur adipiscing elit

Source:_______ 132
Template - Harvey Ball Slide
Subtitle

Lorem ipsum dolor sit Lorem ipsum dolor sit


amet, consectetur amet, consectetur

Lorem ipsum dolor sit


amet, consectetur

Lorem ipsum dolor sit


amet, consectetur

Lorem ipsum dolor sit


amet, consectetur
Lorem ipsum dolor sit
amet, consectetur

Source:_______ 133
Template - Harvey Ball Map Slide
Subtitle

Your Title
Lorem ipsum dolor
sit amet, consectetur

Your Title
Lorem ipsum dolor
sit amet, consectetur

Your Title
Lorem ipsum dolor
sit amet, consectetur

Source:_______ 134
Template - Wheel chart
Subtitle

xxx xxx
Lorem ipsum dolor sit amet, Lorem ipsum dolor sit amet,
consectetur adipiscing elit. consectetur adipiscing elit.
Sed eget. Sed eget.

xxx
XXX
xxx xxx
Lorem ipsum dolor sit amet, Lorem ipsum dolor sit amet,
consectetur adipiscing elit. consectetur adipiscing elit.
Sed eget. Sed eget.

Source:_______ 135
Template index

Structural Text-based Bar Column


slides slides charts charts

Line Pie Area Scatter


charts charts charts charts

Workplan / Organization / Concept Map


process charts relationships slides slides

Consulting Additional
frameworks slides

Copyright © 2022 All rights reserved. 136


Template - Simple area chart
Subtitle

35

30

25

Text
20

15

10

Text
5

0
2019 2020 2021 2022 2023

Source:_______ 137
Template - Proportional area chart
Subtitle

Title here Title here

XX% Lorem ipsum dolor sit amet,


consectetur adipiscing elit -XX% Lorem ipsum dolor sit amet,
consectetur adipiscing elit

Source:_______ 138
Template - Rectangle area chart
Subtitle

Text Text Text

Source:_______ 139
Template index

Structural Text-based Bar Column


slides slides charts charts

Line Pie Area Scatter


charts charts charts charts

Workplan / Organization / Concept Map


process charts relationships slides slides

Consulting Additional
frameworks slides

Copyright © 2022 All rights reserved. 140


Template - Dot Matrix chart

Text

X% X% X%
Text Text Text

Text Text Text

Your logo here Source:_______ 141


Template - Radar chart

Text Text

Text Text

Text

Your logo here Source:_______ 142


Template - Scatter chart
Subtitle

3.5

Valores Y; 3.2
3

Valores Y; 2.7
2.5

1.5

1
Valores Y; 0.8

0.5

0
0.5 1 1.5 2 2.5 3

Source:_______ 143
Template - Scatter chart with four quadrants
Subtitle

3.5
Text Text
Value Y; 3.2
3

Value Y; 2.7
2.5

1.5

1
Text Text
Value Y; 0.8

0.5

0
0.5 1 1.5 2 2.5 3

Source:_______ 144
Template - Scatter chart with segmentation
Subtitle

3.5
Text
Valores Y; 3.2
3
Text
Valores Y; 2.7
2.5

1.5

1 Text
Valores Y; 0.8

0.5

0
0.5 1 1.5 2 2.5 3

Source:_______ 145
Template - XY Bubble chart
Subtitle

3.5

4
3
Text
10
2.5
Text

1.5

1
8
Text
0.5

0
0.5 1 1.5 2 2.5 3

Source:_______ 146
Template index

Structural Text-based Bar Column


slides slides charts charts

Line Pie Area Scatter


charts charts charts charts

Workplan / Organization / Concept Map


process charts relationships slides slides

Consulting Additional
frameworks slides

Copyright © 2022 All rights reserved. 147


Template - Flow chart
Subtitle

• Text
Text

• Text Text Text • Text

Text Text

Text Text

• Text Text Text • Text

Text
• Text

Source:_______ 148
Template - Repeating process
Subtitle

1 Text
• Text
• Text

2 Text 3 Text
• Text • Text
• Text • Text

Source:_______ 149
Template - Timeline
Subtitle

1 2 3

Text Text Text


Text Text Text

Source:_______ 150
Template - Boat chart
Subtitle

XXX XXX XXX XXX XXX


Text Text Text Text Text

Lorem ipsum dolor sit Lorem ipsum dolor sit Lorem ipsum dolor sit Lorem ipsum dolor sit Lorem ipsum dolor sit
amet, consectetur amet, consectetur amet, consectetur amet, consectetur amet, consectetur
adipiscing elit adipiscing elit adipiscing elit adipiscing elit adipiscing elit

Source:_______ 151
Template - Boat chart horizontal
Subtitle

XXX XXX XXX XXX XXX


Text Text Text Text Text

Lorem ipsum dolor sit Lorem ipsum dolor sit amet, Lorem ipsum dolor sit Lorem ipsum dolor sit Lorem ipsum dolor sit
amet, consectetur consectetur adipiscing elit amet, consectetur amet, consectetur amet, consectetur
adipiscing elit adipiscing elit adipiscing elit adipiscing elit

Source:_______ 152
Template - Boat chart
Subtitle

XXX XXX XXX XXX XXX


Text Text Text Text Text

Heading Lorem ipsum dolor sit Lorem ipsum dolor Lorem ipsum dolor sit Lorem ipsum dolor sit Lorem ipsum dolor sit
amet, consectetur sit amet, consectetur amet, consectetur amet, consectetur amet, consectetur
adipiscing elit adipiscing elit adipiscing elit adipiscing elit adipiscing elit

Heading Lorem ipsum dolor sit Lorem ipsum dolor Lorem ipsum dolor sit Lorem ipsum dolor sit Lorem ipsum dolor sit
amet, consectetur sit amet, consectetur amet, consectetur amet, consectetur amet, consectetur
adipiscing elit adipiscing elit adipiscing elit adipiscing elit adipiscing elit

Heading Lorem ipsum dolor sit Lorem ipsum dolor Lorem ipsum dolor sit Lorem ipsum dolor sit Lorem ipsum dolor sit
amet, consectetur sit amet, consectetur amet, consectetur amet, consectetur amet, consectetur
adipiscing elit adipiscing elit adipiscing elit adipiscing elit adipiscing elit

Heading Lorem ipsum dolor sit Lorem ipsum dolor Lorem ipsum dolor sit Lorem ipsum dolor sit Lorem ipsum dolor sit
amet, consectetur sit amet, consectetur amet, consectetur amet, consectetur amet, consectetur
adipiscing elit adipiscing elit adipiscing elit adipiscing elit adipiscing elit

Source:_______ 153
Template - Boat chart vertical
Subtitle

XXX
Lorem ipsum dolor sit amet, consectetur adipiscing elit
Text

XXX
Lorem ipsum dolor sit amet, consectetur adipiscing elit
Text

XXX
Lorem ipsum dolor sit amet, consectetur adipiscing elit
Text

Source:_______ 154
Template - From-to chart
Subtitle

From To

Text Text Text

Text Text Text

Text Text Text

Text Text Text

Text Text Text

Source:_______ 155
Template - Circular process
Subtitle

xxx xxx
Lorem ipsum dolor sit amet, Lorem ipsum dolor sit amet,
consectetur adipiscing elit. Sed consectetur adipiscing elit. Sed
eget. eget.

xxx
xxx xxx
Lorem ipsum dolor sit amet, Lorem ipsum dolor sit amet,
consectetur adipiscing elit. consectetur adipiscing elit. Sed
eget.
Sed eget.

Source:_______ 156
Template - Circular process
Subtitle

xxx xxx
Lorem ipsum dolor sit amet, Lorem ipsum dolor sit amet,
consectetur adipiscing elit. Sed consectetur adipiscing elit. Sed
eget. eget.

xxx
xxx xxx
Lorem ipsum dolor sit amet, Lorem ipsum dolor sit amet,
consectetur adipiscing elit. consectetur adipiscing elit. Sed
eget.
Sed eget.

Source:_______ 157
Template - Journey Slide
Subtitle

YOUR YOUR
TITLE TITLE
Lorem ipsum Lorem ipsum
dolor sit amet, dolor sit amet,
consectetur consectetur
adipiscing elit adipiscing elit

YOUR YOUR YOUR


TITLE TITLE TITLE
Lorem ipsum Lorem ipsum Lorem ipsum
dolor sit amet, dolor sit amet, dolor sit amet,
consectetur consectetur consectetur
adipiscing elit adipiscing elit adipiscing elit

Source:_______ 158
Template - Linear Process
Subtitle

YOUR TITLE 1 YOUR TITLE 2 YOUR TITLE 3 YOUT TITLE 4 YOUR TITLE 5

Lorem ipsum dolor sit Lorem ipsum dolor sit Lorem ipsum dolor sit Lorem ipsum dolor sit Lorem ipsum dolor sit
amet, consectetur amet, consectetur amet, consectetur amet, consectetur amet, consectetur
adipiscing elit adipiscing elit adipiscing elit adipiscing elit adipiscing elit

Source:_______ 159
Template - Linear Process
Subtitle

YOUR TITLE YOUR TITLE YOUR TITLE YOUR TITLE YOUR TITLE

Lorem ipsum dolor sit Lorem ipsum dolor sit Lorem ipsum dolor sit Lorem ipsum dolor sit Lorem ipsum dolor sit
amet, consectetur amet, consectetur amet, consectetur amet, consectetur amet, consectetur
adipiscing elit adipiscing elit adipiscing elit adipiscing elit adipiscing elit

Lorem ipsum dolor sit amet, consectetur adipiscing elit

Source:_______ 160
Template - Snake process
Subtitle

Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum


dolor sit amet, dolor sit amet, dolor sit amet, dolor sit amet,
consectetur consectetur consectetur consectetur
adipiscing elit adipiscing elit adipiscing elit adipiscing elit

Source:_______ 161
Template - Go-To-Market Slide
Subtitle

STAGE A STAGE B STAGE C STAGE D STAGE E

A B C D E

TITLE 01 TITLE 02 TITLE 03 TITLE 04 TITLE 05


Lorem ipsum dolor Lorem ipsum dolor Lorem ipsum dolor Lorem ipsum dolor Lorem ipsum dolor
sit amet, consectetur sit amet, consectetur sit amet, consectetur sit amet, consectetur sit amet, consectetur
adipiscing elit adipiscing elit adipiscing elit adipiscing elit adipiscing elit
Lorem ipsum dolor Lorem ipsum dolor Lorem ipsum dolor Lorem ipsum dolor Lorem ipsum dolor
sit amet, consectetur sit amet, consectetur sit amet, consectetur sit amet, consectetur sit amet, consectetur
adipiscing elit adipiscing elit adipiscing elit adipiscing elit adipiscing elit
Lorem ipsum dolor Lorem ipsum dolor Lorem ipsum dolor Lorem ipsum dolor Lorem ipsum dolor
sit amet, consectetur sit amet, consectetur sit amet, consectetur sit amet, consectetur sit amet, consectetur
adipiscing elit adipiscing elit adipiscing elit adipiscing elit adipiscing elit

XXXX XXXX

Source:_______ 162
Template - Project timeline
Subtitle

JAN ‘19 FEB ‘19 MAR ‘19 APR ‘19 MAY ‘19 JUN ‘19 JUL ‘19 AUG ‘19 SEP ‘19 OCT ‘19 NOV ‘19 DEC ‘19

YOUR TITLE

Lorem ipsum dolor sit amet, consectetur


adipiscing elit. Sed eget.
YOUR TITLE

Lorem ipsum dolor sit amet, consectetur


adipiscing elit. Sed eget.

YOUR TITLE

Lorem ipsum dolor sit amet, consectetur


adipiscing elit. Sed eget.
YOUR TITLE

Lorem ipsum dolor sit amet, consectetur


adipiscing elit. Sed eget.
YOUR TITLE

Lorem ipsum dolor sit amet, consectetur


adipiscing elit. Sed eget.

Source:_______ 163
Template - Customer Touchpoints
Subtitle

xxxx
xxx
xx

xxx xxx
xxxx
xxx xxx

Awareness Consideration Acquisition Service Loyalty

xxx
xx xxx
xxxx xxxx
xxxx

xxx xxxx xxx

Source:_______ 164
Template - Customer Phases
Subtitle
Expectations

PHASE 1 PHASE 2 PHASE 3 PHASE 4


Lorem ipsum dolor sit Lorem ipsum dolor sit Lorem ipsum dolor sit Lorem ipsum dolor sit
Needs &

amet, consectetur amet, consectetur amet, consectetur amet, consectetur


adipiscing elit. adipiscing elit. adipiscing elit. adipiscing elit.

Touchpoint Touchpoint

Touchpoint
Touchpoint
Touchpoint
Touchpoint
Touchpoint
Touchpoint
Touchpoint
Touchpoint Touchpoint
Touchpoint
Touchpoint

Lorem ipsum dolor sit Lorem ipsum dolor sit Lorem ipsum dolor sit Lorem ipsum dolor sit
Voice Of
Customer

amet, consectetur amet, consectetur amet, consectetur amet, consectetur


adipiscing elit. adipiscing elit. adipiscing elit. adipiscing elit.

Source:_______ 165
Template - Hype cycle

Text
Text

Text
Text
Text
Text
Text

Text Text

Text
Text

Text Text
Text

Text
Your logo here Source:_______ 166
Template - Business workflow
Subtitle

Lorem ipsum Lorem ipsum dolor Lorem ipsum Lorem ipsum


START

1 dolor sit amet,


consectetur
adipiscing elit.
2 sit amet,
consectetur
adipiscing elit.
3 dolor sit amet,
consectetur
adipiscing elit.
4 dolor sit amet,
consectetur
adipiscing elit.

Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum

8 dolor sit amet,


consectetur
adipiscing elit.
7 dolor sit amet,
consectetur
adipiscing elit.
6 dolor sit amet,
consectetur
adipiscing elit.
5 dolor sit amet,
consectetur
adipiscing elit.

Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum

9 dolor sit amet,


10 dolor sit amet,
11 dolor sit amet,
12 dolor sit amet,

END
consectetur consectetur consectetur consectetur
adipiscing elit. adipiscing elit. adipiscing elit. adipiscing elit.

Source:_______ 167
Template – Circular process
Subtitle

• XXX • XXX
• XXX
• XXX
03 • XXX
• XXX

02
04
• XXX • XXX
• XXX • XXX
• XXX • XXX

01
05
• XXX • XXX
• XXX
• XXX 06 • XXX
• XXX

Source:_______ 168
Template - Road flow chart
Subtitle

• XXX • XXX
• XXX • XXX
• XXX • XXX

• XXX • XXX
• XXX • XXX
• XXX • XXX

• XXX • XXX
• XXX • XXX
• XXX • XXX

Source:_______ 169
Template - Plans vs. actual chart
Subtitle

xxx xxx xxx

XXX
XXX
XXX

XX XX XX

xxx xxx xxx xxx xxx xxx

Your logo here Source:_______ 170


Template - Forecast chart
Subtitle

xxx xxx xxx xxx

xxx xxx xxx xxx xxx xxx xxx


xxx
xxx

xxx xxx

Your logo here Source:_______ 171


Template - Steps chart
Subtitle

Text Text Text Text Text

Text Text Text Text Text

Your logo here Source:_______ 172


Template - Phases chart
Subtitle

Text Text Text

X X X

Text Text Text

Your logo here Source:_______ 173


Template - Strategy chart
Subtitle

Text Text Text Text

Text Text Text Text Text

Text
Text Text Text Text Text

Text

Text

Text Text Text Text


Text

Your logo here Source:_______ 174


Template - Decision tree
Subtitle

Text

Text

Text

Text Text

Text Text

Text Text

Text Text Text Text

Text 4 Text 5 Text

Text Text

1 Text 2 Text 3 Text

Your logo here Source:_______ 175


Template - Decision Tree
Subtitle

YOUR TITLE YOUR TITLE

1 YOUR TITLE 5

YOUR TITLE YOUR TITLE

YOUR TITLE 2 YOUR TITLE

YOUR TITLE 6
3
YOUR TITLE

YOUR TITLE YOUR TITLE


4 YOUR TITLE 7

YOUR TITLE YOUR TITLE

Source:_______ 176
Template - Decision Tree
Subtitle

Lorem ipsum dolor sit amet,


xxxx consectetur adipiscing elit.

Lorem ipsum dolor sit amet,


xxxx xxxx consectetur adipiscing elit.

Lorem ipsum dolor sit amet,


xxxxx xxxx xxxxx xxxx consectetur adipiscing elit.

xxx

Lorem ipsum dolor sit amet, consectetur adipiscing elit Lorem ipsum dolor sit amet, consectetur adipiscing elit Lorem ipsum dolor sit amet,
consectetur adipiscing elit Lorem ipsum dolor sit amet, consectetur adipiscing elit Lorem ipsum dolor sit amet, consectetur adipiscing elit Lorem
ipsum dolor sit amet, consectetur adipiscing elit Lorem ipsum dolor sit amet, consectetur adipiscing elit Lorem ipsum dolor sit amet, consectetur
adipiscing elit Lorem ipsum dolor sit amet, consectetur adipiscing elit

Source:_______ 177
Template — Hypothesis Tree

Text

Text

Text

Text

Text Text

Text

Text Text

178
Template — Issue Tree

Text

Text

Text

Text
Text

Text
Text Text

Text Text

Text
Text
Text

Text

179
Template – Gantt chart
Subtitle

Text Text Text Text Text

Text Text

Text Text

Text Text

Text Text

Text Text

Source:_______ 180
Template — Plan Analyses
Timing /steps /
Issue or hypothesis Analysis Sources of insight End product
responsibility
xxx xxx xx xxx xxx

xxx xxx xx xxx xxx

xxx xxx xx xxx xxx

xxx xxx xx xxx xxx

xxx xxx xx xxx xxx

181
Template — Analysis Plan

1. Analysis to be conducted 3. End product


xxx xxx

2. Sources of insight 4. Timing / steps / responsisibility


xxx xxx

182
Template — High-level Workplan
Subtitle

Week 1 Week 2 Week 3 Week 4 Week 5 Week 6 Week 7 Week 8 Week 9 Week 10 Week 11 Week 12

YOUR TITLE

Lorem ipsum dolor sit amet, consectetur


adipiscing elit. Sed eget.
YOUR TITLE

Lorem ipsum dolor sit amet, consectetur


adipiscing elit. Sed eget.

YOUR TITLE

Lorem ipsum dolor sit amet, consectetur


adipiscing elit. Sed eget.
YOUR TITLE

Lorem ipsum dolor sit amet, consectetur


adipiscing elit. Sed eget.
YOUR TITLE

Lorem ipsum dolor sit amet, consectetur


adipiscing elit. Sed eget.

183
Template — 5-Week Workplan
Subtitle

Workstream XXX XXX XXX XXX XXX


Week of ___ Week of ___ Week of ___ Week of ___ Week of ___

Heading Lorem ipsum dolor sit Lorem ipsum dolor Lorem ipsum dolor sit Lorem ipsum dolor sit Lorem ipsum dolor sit
amet, consectetur sit amet, consectetur amet, consectetur amet, consectetur amet, consectetur
adipiscing elit adipiscing elit adipiscing elit adipiscing elit adipiscing elit

Heading Lorem ipsum dolor sit Lorem ipsum dolor Lorem ipsum dolor sit Lorem ipsum dolor sit Lorem ipsum dolor sit
amet, consectetur sit amet, consectetur amet, consectetur amet, consectetur amet, consectetur
adipiscing elit adipiscing elit adipiscing elit adipiscing elit adipiscing elit

Heading Lorem ipsum dolor sit Lorem ipsum dolor Lorem ipsum dolor sit Lorem ipsum dolor sit Lorem ipsum dolor sit
amet, consectetur sit amet, consectetur amet, consectetur amet, consectetur amet, consectetur
adipiscing elit adipiscing elit adipiscing elit adipiscing elit adipiscing elit

Heading Lorem ipsum dolor sit Lorem ipsum dolor Lorem ipsum dolor sit Lorem ipsum dolor sit Lorem ipsum dolor sit
amet, consectetur sit amet, consectetur amet, consectetur amet, consectetur amet, consectetur
adipiscing elit adipiscing elit adipiscing elit adipiscing elit adipiscing elit

184
Template — One-Week Workplan
Subtitle

Workstream Planned activities End products Responsibility


xx xx xx
xxx

xx xx xx
xxx

xx xx xx
xxx

xx xx xx
xxx

xx xx xx
xxx

185
Template — Image timeline

Logo Logo Logo Logo

Text Text Text Text

Logo Logo Logo Logo

Text Text Text Text

Logo Logo Logo Logo

Text Text Text Text

Your logo here Source:_______ 186


Template — Inflow and outflow

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

Your logo here Source:_______ 187


Template index

Structural Text-based Bar Column


slides slides charts charts

Line Pie Area Scatter


charts charts charts charts

Workplan / Organization / Concept Map


process charts relationships slides slides

Consulting Additional
frameworks slides

Copyright © 2022 All rights reserved. 188


Template - Organizational chart
Subtitle

xxxx xxxx

xxxx xxxx xxxx xxxx xxxx

xxxx xxxx xxxx xxxx

xxxx xxxx

xxxx xxxx xxxx xxxx

xxxx xxxx xxxx

xxxx xxxx

xxxx

Source:_______ 189
Template - Hierarchy Infographic
Subtitle

TITLE 01
Lorem ipsum dolor sit
amet, consectetur

TITLE 02 TITLE 03 TITLE 04 TITLE 05 TITLE 06


Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum
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Source:_______ 190
Template - Business systems/hierarchy
Subtitle

Text Text Text

Text Text

Text Text

Text Text

Text Text

Text Text

Source:_______ 191
Template - Many-to-one chart
Subtitle

Text

Text

Text

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Your logo here Source:_______ 192


Template - Rank chart
Subtitle

Text Text Text Text Text

1
Text Text Text Text Text Text

2
Text Text Text Text Text Text

3
Text Text Text Text Text Text

4
Text Text Text Text Text Text

5
Text Text Text Text Text Text

Your logo here Source:_______ 193


Template - Comparative table
Subtitle

Text Text

Text Text Text Text Text Text

Text

Text

Text

Your logo here Source:_______ 194


Template - Network analysis
Subtitle

Text Text

xxx xxx xxx xxx

Your logo here Source:_______ 195


Template - 2x2 Matrix

Label name
Y Label

Label name

Label name Label name


X Label

Source:_______ 196
Template - 3x2 Matrix
Label name
Y Label
Label name

Label name Label name Label name


X Label

Source:_______ 197
Template - 3x3 Matrix
Label name Label name Label name
Y Label

Label name Label name Label name


X Label

Source:_______ 198
Template index

Structural Text-based Bar Column


slides slides charts charts

Line Pie Area Scatter


charts charts charts charts

Workplan / Organization / Concept Map


process charts relationships slides slides

Consulting Additional
frameworks slides

Copyright © 2022 All rights reserved. 199


Template - Honeycomb chart
Subtitle

• XXX • XXX
• XXX • XXX
• XXX xxx xxx • XXX

• XXX • XXX
• XXX xxx xxx • XXX
xxx
• XXX • XXX

• XXX xxx xxx • XXX


• XXX • XXX
• XXX • XXX

Source:_______ 200
Template – Hexagon concept

Text Text
Text Text

Text Text
Text Text Text

Text Text
Text Text

Your logo here Source:_______ 201


Template – Pentagon concept

Text

Text Text

Text Text

Your logo here Source:_______ 202


Template - Four categories

Text
Text

Text Text
Text Text

Text
Text

Your logo here Source:_______ 203


Template - Pyramid concept

Text

Text

Text Text Text

Text Text

Your logo here Source:_______ 204


Template A - Triangle concept

Text Text

Text

Text

Your logo here Source:_______ 205


Template B - Triangle concept

Text

Te Text
xt
xt
Te

Text

Text

Your logo here Source:_______ 206


Template - Challenges Slide
Subtitle

TITLE 01 TITLE 01
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CHALLENGES

SOLUTIONS
TITLE 02 TITLE 02
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Source:_______ 207
Template - Challenges and solutions
Subtitle

CHALLENGES SOLUTIONS

CHALLENGE 01 SOLUTION 01

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CHALLENGE 02 SOLUTION 02

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CHALLENGE 03 SOLUTION 03

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Source:_______ 208
Template - Decision Diagram
Subtitle

High-risk Interpersonal
Alternatives Uncertainty Consequences Issues Complexity
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amet, consectetur amet, consectetur amet, consectetur amet, consectetur amet, consectetur
adipiscing elit. adipiscing elit. adipiscing elit. adipiscing elit. adipiscing elit.

Source:_______ 209
Template - Decision Diagram
Subtitle

High-risk Interpersonal
Alternatives Uncertainty Consequences Issues Complexity
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amet, consectetur amet, consectetur amet, consectetur amet, consectetur amet, consectetur
adipiscing elit. adipiscing elit. adipiscing elit. adipiscing elit. adipiscing elit.

Source:_______ 210
Template - Tree diagram
Subtitle

Text

Text Text

Text Text

Your logo here Source:_______ 211


Template - Funnel chart
Subtitle

xxx xxx xxx xxx xxx xxx

xxx

xxx

xxx xxx xxx xxx xxx xxx

Source:_______ 212
Template – Funnel chart
Subtitle

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xxx xxx xxx xxx

Your logo here Source:_______ 213


Template – Open book slide
Subtitle

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sit amet, sit amet,
consectetur consectetur
adipiscing elit. adipiscing elit.

Lorem ipsum dolor Lorem ipsum dolor


sit amet, sit amet,
consectetur Lorem ipsum dolor Lorem ipsum dolor consectetur
adipiscing elit. sit amet, sit amet, adipiscing elit.
consectetur consectetur
adipiscing elit. adipiscing elit.

Source:_______ 214
Template - Mind map
Subtitle

Text

Text Text

Text Text

Text

Your logo here Source:_______ 215


Template - Sankey diagram
Subtitle

Text Text

Text
Text

Text

Text

Text

Text
Text

Your logo here Source:_______ 216


Template - Kagi chart
Subtitle

Text Text Text Text Text Text

Text

Text

Text

Text

xxx xxx

Your logo here Source:_______ 217


Template - Ladder chart
Subtitle

4 Text
3 Text
• Text

• Text

2 Text

• Text
1 Text

• Text

Text

Your logo here Source:_______ 218


Template - Questions chart
Subtitle

xxx xxx

XXX XXX XXX

XXX XXX XXX

XXX XXX XXX

XXX XXX XXX


xxx

XXX XXX XXX

xxx

Your logo here Source:_______ 219


Template - Comparison chart #1
Subtitle

xxx xxx xxx xxx

xxx xxx

xxx xxx xxx xxx

Your logo here Source:_______ 220


Template - Comparison chart #2
Subtitle

XXX XXX XXX XXX XXX XXX XXX XXX

XXX XXX X

XXX XXX X

XXX XXX X

XXX XXX X

XXX XXX X

XXX XXX X
xxx xxx xxx

Your logo here Source:_______ 221


Template - Gears chart
Subtitle

XX XX XX XX

Your logo here Source:_______ 222


Template - Semicircle chart
Subtitle

xxx xxx

xxx xxx

xxx xxx xxx

Your logo here Source:_______ 223


Template - House chart
Subtitle

Text
Text

Text Text Text Text Text

Your logo here Source:_______ 224


Template - Venn Diagram
Subtitle

Text

Text Text

Text

Text Text

Text

Your logo here Source:_______ 225


Template - Circle diagram
Subtitle

Text Text

Text Text Text

Text Text

Your logo here Source:_______ 226


Template - Circle diagram with segmentation
Subtitle

Text Text

Text
Text Text

Your logo here Source:_______ 227


Template - Bull’s eye diagram
Subtitle

Text

Text

XXX
Text

Text

Text
Text

Text Text

Your logo here Source:_______ 228


Template - Balance Scale Diagram
Subtitle

Text Text

Your logo here Source:_______ 229


Template - Level diagram
Subtitle

Text

Text

Text

Your logo here Source:_______ 230


Template - Two axis diagram

Text

Text Text Text

Text
Your logo here Source:_______ 231
Template - Three axis diagram

Text

Text

Text
Text Text Text
Text

Text
Text
Text

Text Text Text Text

Your logo here Source:_______ 232


Template index

Structural Text-based Bar Column


slides slides charts charts

Line Pie Area Scatter


charts charts charts charts

Workplan / Organization / Concept Map


process charts relationships slides slides

Consulting Additional
frameworks slides

Copyright © 2022 All rights reserved. 233


Template - Maps showing data
Subtitle

Text Text Text

Text

Text

Text Text

Text

Text

Your logo here Source:_______ 234


Template - Flow map
Subtitle

Text Text Text Text Text Text Text Text

Text
Text Text Text Text Text Text Text

Text Text Text


Text Text Text

NA EU AS NA EU AS

ME ME

AF AF
OC OC
LA LA

Your logo here Source:_______ 235


Template - Bubble map
Subtitle

Text X
Text
X Text

X
X

X X Text

X
X
X
X Text
X
X
X

X X

Your logo here Source:_______ 236


Template - Choropleth map
Subtitle

X Text

X Text

X Text

X Text

X Text

X Text

X Text

X Text

X Text

X Text

Your logo here Source:_______ 237


Template index

Structural Text-based Bar Column


slides slides charts charts

Line Pie Area Scatter


charts charts charts charts

Workplan / Organization / Concept Map


process charts relationships slides slides

Consulting Additional
frameworks slides

Copyright © 2022 All rights reserved. 238


Template — Porter’s Five Forces

Threat of new entrants Bargaining power of buyers


Low, moderate, or high Low, moderate, or high
• XXX • XXX

Intensity of
competition from
existing
competitors

Bargaining power of suppliers Low, moderate, or high Threat of substitutes


XXX
Low, moderate, or high Low, moderate, or high
• XXX • XXX

Your logo here Source:_______ 239


Template — Porter's Value Chain

Text
• Text

Text
• Text

t
Tex
Text

Text
• Text

Text
• Text

Text Text Text Text Text


Text Text Text Text Text
Text

t
Tex
Your logo here Source:_______ 240
Template — Porter's Generic Strategies

XXX

XXX XXX
XXX XXX

XXX XXX
XXX
XXX

XXX XXX

XXX XXX
XXX

Your logo here Source:_______ 241


Template — BCG Growth Share Matrix
High

Question marks Stars


• Text • Text
• Text • Text
• Text • Text
Market growth

Dogs Cash cows


• Text • Text
• Text • Text
• Text • Text
Low

Low Market share High

Your logo here Source:_______ 242


Template — GE McKinsey Matrix
High

Text Text Text


• Text • Text • Text

Text Text Text


• Text • Text • Text
Medium

Text Text Text


• Text • Text • Text
Low

Low Medium High

Your logo here Source:_______ 243


Template — Ansoff Matrix

Market development Diversification


• Text • Text
• Text • Text
New markets

• Text • Text

Market penetration Product development


• Text • Text
Existing markets

• Text • Text
• Text • Text

Existing products/ services New products/ services

Your logo here Source:_______ 244


Template — McKinsey 7-S Framework

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tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Structure
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adipiscing elit. Ut elit tellus, luctus nec
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ullamcorper mattis, pulvinar dapibus leo.
Strategy Systems

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adipiscing elit. Ut elit tellus, luctus nec
Shared ullamcorper mattis, pulvinar dapibus leo.
values
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adipiscing elit. Ut elit tellus, luctus nec
Skills Style
ullamcorper mattis, pulvinar dapibus leo.

Lorem ipsum dolor sit amet, consectetur


adipiscing elit. Ut elit tellus, luctus nec Staff
ullamcorper mattis, pulvinar dapibus leo.

Your logo here Source:_______ 245


Template — The 3 C’s

3C’s Strategy
• XXX

Company

• XXX

Customers

• XXX

Competitors

Your logo here Source:_______ 246


Template — The 4 Ps

• XXX • XXX

Product Price

• XXX • XXX
Place Promotion

Your logo here Source:_______ 247


Template — Force Field Analysis

Driving force (positive forces for change) Restraining forces (Obstacles to change)
XXX XXX

1
XXX XXX

2
XXX XXX

3
XXX XXX

4
XXX XXX

Your logo here Source:_______ 248


Template — Profitability Framework

10 MM
Volume
Revenue segment
• By segment
$300 MM • By product
• By geography
Revenues

$30
Price per unit
Fixed expense
$100 MM
• Rent
Profits • Staff overhead
• XXX
$80 MM
$10 MM
Fixed costs
Volume
$200 MM
Variable expenses
Costs
• Raw materials
$120 MM $12 • Delivery
• XXX
Variable costs Cost/ unit

Your logo here Source:_______ 249


Template — Blue Ocean Strategy

XXX XXX
• XXX • XXX
• XXX • XXX
• XXX Text • XXX

• XXX • XXX
• XXX • XXX
• XXX Text • XXX

• XXX • XXX
• XXX • XXX
• XXX Text • XXX

• XXX • XXX
• XXX • XXX
• XXX Text • XXX

Your logo here Source:_______ 250


Template — Value Disciplines Model

XXX
• XXX
• XXX
• XXX
• XXX

XXX XXX
• XXX • XXX
• XXX • XXX
• XXX • XXX
• XXX • XXX

Your logo here Source:_______ 251


Template — Roger’s Five Factors

Relative advantage Compatibility


• Lorem ipsum dolor sit amet, consectetur adipiscing • Lorem ipsum dolor sit amet, consectetur adipiscing
elit. 1 2 elit.

Observability Complexity
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adipiscing elit. 5 3 adipiscing elit.

Trialability
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Your logo here Source:_______ 252


Template — SIPOC model

S I P O C
Supplier Inputs Process Outputs Customers
• XXX • XXX • XXX • XXX • XXX
• XXX • XXX • XXX • XXX • XXX
• XXX • XXX • XXX • XXX • XXX

Your logo here Source:_______ 253


Template — PESTEL Analysis

Political • Text

P
Economic • Text

E
Social • Text

S
Technological • Text

T
Legal • Text

L
Environmental • Text

Your logo here Source:_______ 254


Template — Lafley Strategy

XXX
XXX • XXX

XXX
XXX
• XXX

XXX
• XXX
XXX
XXX
• XXX

XXX

XXX
• XXX XXX

Your logo here Source:_______ 255


Template — Three Horizons

Now New Next

Horizon 3
Seed future business (es)
>5 years
Value

Horizon 2
Foster emerging
3-5 years

Horizon 1
Maintain and defend core business
1-3 years

Time

Your logo here Source:_______ 256


Template — Seven Degrees of Freedom for Growth

Selling existing products • Text


1 to existing customers

Acquiring new • Text


2 customers in existing
markets

Creating New Products • Text


3 and Services

Developing New Value- • Text


4 Delivery Approaches

Moving Into New • Text


5 Geographies

Creating a New Industry • Text


6 Structure

Opening up New • Text


7 Competitive Arenas

Your logo here Source:_______ 257


Template — Galbraith Star Model

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adipiscing elit.
Strategy

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consectetur adipiscing elit. adipiscing elit.
People Structure
Star
model

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adipiscing elit. adipiscing elit.
Rewards Process

Your logo here Source:_______ 258


Template index

Structural Text-based Bar Column


slides slides charts charts

Line Pie Area Scatter


charts charts charts charts

Workplan / Organization / Concept Map


process charts relationships slides slides

Consulting Additional
frameworks slides

Copyright © 2022 All rights reserved. 259


Template - Skills And Self-id Top Factors
Subtitle

xxx
$$$
xxxx xxxx xxxx xxxxx
100
12 xxxx
90 17 17

80 15 xxxx
45
70 23 25
17 xxxx
60
10 5 xxxx
50 16
15
40 20
10
30 27
5 51 xxxx
20
30
25
10
15
0
0 0 12.5 25 25 25 37.5 50 50 50 62.5 75 75 75 87.5 100 100

Source:_______ 260
Template - Percentage breakdown (circles)
Subtitle

Text Text Text


Text Text Text
Text Text Text

Text Text Text

Your logo here Source:_______ 261


Template - Pictogram chart
Subtitle

xxx

xxx xxx

xxx

Your logo here Source:_______ 262

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