Strategy Consultants Presentation Toolkit

8/13/2019 Strategy Consultants Presentation Toolkit

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David Goldstein

President

Mekko Graphics

[email protected]

Strategy Consultants Presentation ToolkitSelling Complex Business Ideas with Better, More Powerful Charting


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Introduction

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In order to communicate complex business ideasand recommendations, a presentation needs tobe clear, concise, and easily understood

Strategy consultants do that by telling a story,most commonly through presentations

These presentations are normally data-driven andchart-centric

But making data easy to understand is HARD

This slide deck (presentation) will highlight thecharts and visuals that top consulting firms andcorporate strategistsuse to make their strategicinsights clear and understood


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How To Use the Toolkit

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A Strategy Consultants insights normally address two key

questions clients care about most: How do I increase revenue?

How do I reduce costs?

In all likelihood, that will be the focus of your presentationas well

The slides in this toolkit will provide charting and datapresentation ideas you can adopt for your own work They are all data-driven (not drawn manually) using Mekko

Graphics; and you can copy, edit, and reuse them in your ownpresentations

Plus, we will point you to other public domain examples you canborrow from as well

How to get the required software, including a free trial, isoutlined on the last page


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Revenue by Vertical

Financial Services 22%

Public Sector 20%

Manufacturing 19%

Communications 9%

Retail 9%

Services 7%

Utilities 5%Transporation 4%

Healthcare 4%

$3,304M

Agriculture, Mining and Construction 1%

Dividing up the Market

80% of revenue comes from 5

largest verticals.

Many business presentations start with a

review of the current status quo

So it is common to ask: How do I divide

the clients market or how to I categorize

my client's revenues or costs?

A simple single 100% stacked bar is a goodway to categorizemarkets, revenues or

costs.

Make sure the categories are

MECEMutually Exclusive and

Completely Exhaustive.

If there are more than 10 categories,

group some together or group the

smaller ones in Other.

In all slides withcharts, include a tag

line to present the key message, like

the one to the left.


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Drilling Down

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Once you have an overall sense of the market,you will often want to drill down into the

details for a specific market, competitor or

expense category.

Charts are easiest to understand when you

have 5-7 categories.

Drilling down allows you to explode a specificcategory one more level.


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Drilling DownExploding a Category

If there are more than 10 MECE categories that are important or there is one key

category that you want to subdivide, use a second bar to explode a category from

the first bar. Use color to further highlight a key category.


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Drilling Down with Multiple Charts

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USAA Alpinestaff and racesupport 264

Coaches'education

administration126

General liability

and participantaccident insurancepremiums 354

SkiRacing

Magazine77

US SkiTeam

pipelinedev.costs 81

OtherUSSA-providedservices 148

GeneralUSSA

admin136

434

Regional staffoperations

anddevelopment

187

Championships,NDS, and racesupplies 126

Coaches education 42

Payments to FISon behalf of regions 44

Other services 35

FY 2012 National Expenditures FY 2012 Eastern Regional Expenditures

Use multiple charts on one slide to divide a measure along a key dimension. In this case, we have

expenses by region on the left. The horizontal stacked bars on the right provide the detail for the measure.

In this case, we have expenses broken out in the largest region.

Source: http://media.ussa.org/Public/Communications/2013/McKinseyStudy.pdf


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Adding More Measures or Dimensions

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So far weve looked at one key measure along asingle dimension

For example, revenue by vertical market or expensesby region.

Add a second measure to examine both numberof customers and total customer revenue byregion or vertical market

Add a second dimension to examine revenue by

region and vertical market in the same chart. You can even add a third dimension to examine

sales compared to both price and performance.


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Dividing the Market with Two Measures

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One measure is often not enough. You can use two bars for related measures. In

this example, the financial services vertical has high revenue relative to the

number of customers and the chart highlights a potentially profitable sector.


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Moving On To Trends

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Weve looked at one dimension and multipledimensions, but our first few charts still only

provided a snapshot of a single point in time,

which as noted is where you will often start

your story.

However your story might next move on to

illustrate trends over time and this gets harder

to illustrate in most chart types, particularly

when you have multiple dimensions.


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Tracking Trends Over Time

One solution is the multiple stacked bar chart, which shows growth in each

category. Note we have also includeda CAGR column to the right to show annual

growth in each category plus total growth in year 1 to 4 across the top.


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And Projections?

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Projections are a variation of trends. However, it can be useful to use slightly

different charts to keep your presentation

livelier and hence more compelling.


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Projected Growth Versus Market Size

Similar to the Marimekko, the Bar-Mekkoshows two dimensions, for example market

growth and market size. The bar widths are proportional to the value in the data row.


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Estimate the Impact of Proposed Changes

Or you can show the impact of proposed changes in a Cascadechart. Start with current state,

add a bar for each change and use multiple total bars to show changes over multiple years.


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Summarizing Findings in a Table

Skiing Swimming GymnasticsFigure

SkatingCycling Fencing

US Medals 21 of 120 (18%) 31 of 102 (30%) 6 of 42 (14%) 2 of 12 (17%) 4 of 55 (7%) 1 of 30 (3%)

Multi-sport

Club sport

NCAA sport

Total

Revenue, $M

Membership,

000s

Revenue per

member, $pp

$24M $30M $18M $13M $12M $5M

40K

353K

125K 173K 71K 20K

$604

$85 $144 $76 $163$262

Tables are great for comparing business units along a set of dimensions. Use check boxes or Harvey Balls

(stoplights) to show whether the dimension (e.g., NCAA sport) applies to the business (e.g., skiing). Add simple

bar charts to mix qualitative and quantitative data in the same table.

Source: http://media.ussa.org/Public/Communications/2013/McKinseyStudy.pdf


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Plan Your Engagement with a Gantt Chart

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Task

Design

Meet with users

Write documentBuild

Code

Integrate

QA

Internal TestUser Test

Reviews

Month1 Month2 Month3 Month4

W1 W2 W3 W4 W5 W6 W7 W8 W9 W10W11W12 W13W14W15 W16

Use a simple one slide Gantt chart to communicate your project plan to your clients. Multiple level tasks allow

you to show project details. Add milestones for key meetings or review points.


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Learn More

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A great presentation tells a story clearly andsuccinctly

But it has to be supported by compelling data,

presented in a clean and understandable way

Great charts will help ensure your

presentations success

Luckily, the same great software used by

leading management consultants and Fortune

100 strategy experts is available to you too


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Get Mekko Graphics Today!

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Mekko Graphics is available via the web,including as a FREE 30-day trial

It is the perfect opportunity to try before you buy

You can license for a single person or your entire

organization

Visit the Mekko Graphics website today at

http://www.mekkographics.com
http://www.mekkographics.com/http://www.mekkographics.com/http://www.mekkographics.com/

Strategy Consultants Presentation Toolkit

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