Succeeding As a Management Consultant

Succeeding As a Management Consultant PDF Book Detail Author: Kristina Safarova
Publisher:
ISBN:
Category :
Languages : en
Pages : 460

Book Description
Written for business leaders and consultants who are trying to solve significant problems and create measurable value. Readers can view the templates used in consulting studies and how they are used. All the foundational strategy and business analyses tools are taught along with the soft skills and practical tools to solve any business problem. This is the only book of its kind walking the reader step-by-step through a complete consulting study.This book follows an engagement team as they assist a large company in diagnosing and fixing deep and persistent organizational issues over an 8-week assignment. Readers will learn how they successfully navigate a challenging client environment, frame the problem and limit the scope, develop hypotheses, build the analyses and provide the final recommendations. We have placed the explanation of management consulting techniques within a lively and engaging storyline, which allows the reader to truly understand the challenges faced on consulting engagements, connect with the characters, and understand both how and why they debated elements of the study.It is written so that the reader may follow, understand, and replicate a strategic engagement using the same techniques used by the leading firms, such as McKinsey, Bain, and BCG. To make the story realistic and useful, we have worked with one client engagement throughout the book. Using different examples and different clients to explain concepts would have made it difficult for readers to see the data linkages and development of the final recommendations. The client and engagement are fictitious. The data presented are also fictitious, but they are based on actual consulting engagements and the experiences of the author and the contributing McKinsey, BCG, et. al. partners at FIRMSconsulting.com & StrategyTraining.com.RESERVE YOUR SPOT FOR FREE EPISODES FROM EX-MCK ET AL. PARTNERS AT FIRMSCONSULTING . COM/PROMOFREE EPISODE FROM THIS BOOKS COMPANION COURSE AT FIRMSCONSULTING . COM/SAAMC

Succeeding as a Management Consultant

Succeeding as a Management Consultant PDF Book Detail Author: Safarova Kris
Publisher:
ISBN: 9781734032727
Category :
Languages : en
Pages : 462

Book Description
Set in the Brazilian interior, this book follows an engagement team as they assist Goldy, a large Brazilian gold miner, in diagnosing and fixing deep and persistent organizational issues. This book follows an engagement team over an 8 week assignment and explains how they successfully navigate a challenging client environment, develop hypotheses, build the analyses and provide the final recommendations. It is written so the reader may understand, follow and replicate the process.

Succeeding as a Management Consultant

Succeeding as a Management Consultant PDF Book Detail Author: Kris Safarova
Publisher: Firmsconsulting LLC
ISBN:
Category : Business & Economics
Languages : en
Pages : 460

Book Description
Written for business leaders and consultants who are trying to solve significant problems and create measurable value. Readers can view the templates used in consulting studies and how they are used. All the foundational strategy and business analyses tools are taught along with the soft skills and practical tools to solve any business problem. This is the only book of its kind walking the reader step-by-step through a complete consulting study. This book follows an engagement team as they assist a large company in diagnosing and fixing deep and persistent organizational issues over an 8-week assignment. Readers will learn how they successfully navigate a challenging client environment, frame the problem and limit the scope, develop hypotheses, build the analyses and provide the final recommendations. We have placed the explanation of management consulting techniques within a lively and engaging storyline, which allows the reader to truly understand the challenges faced on consulting engagements, connect with the characters, and understand both how and why they debated elements of the study. It is written so that the reader may follow, understand, and replicate a strategic engagement using the same techniques used by the leading firms, such as McKinsey, Bain, and BCG. To make the story realistic and useful, we have worked with one client engagement throughout the book. Using different examples and different clients to explain concepts would have made it difficult for readers to see the data linkages and development of the final recommendations. The client and engagement are fictitious. The data presented are also fictitious, but they are based on actual consulting engagements and the experiences of the author and the contributing McKinsey, BCG, et. al. partners at FIRMSconsulting.com & StrategyTraining.com. RESERVE YOUR SPOT FOR FREE EPISODES FROM EX-MCK ET AL. PARTNERS AT FIRMSCONSULTING.COM/PROMO FREE EPISODE FROM THIS BOOKS COMPANION COURSE AT FIRMSCONSULTING.COM/SAAMC

Strategy Part 1 Learn the skills used by the leading management consulting firms such as McKinsey BCG et al

Strategy  Part 1  Learn the skills used by the leading management consulting firms  such as McKinsey  BCG  et al  PDF Book Detail Author: Kris Safarova
Publisher: Firmsconsulting LLC
ISBN: 1956580085
Category : Business & Economics
Languages : en
Pages :

Book Description
Do you want to develop a counterintuitive strategy insight and/or lead a team to develop a counterintuitive strategy insight? You have enough experience to know that frameworks, decision trees, applying MECE and 80/20 principles, hypotheses, and structured problem solving are important, but they are not enough. You know a brilliant insight often looks like a mediocre insight. A great strategy often looks like a bad strategy. Analysis is messy. Data is flawed and misleading. Best practices routinely fail. Hypotheses change. Data changes. Linear thinking often does not work. This book helps solve this problem. We present the background to a client. You get to follow the design of the strategy study and watch how the solution is developed. Over the past 10 years on StrategyTraining.com and FIRMSconsulting.com, you have seen us help numerous clients solve complex business problems: developing a big data strategy, a corporate strategy, a digital & IT strategy, a pandemic & disaster strategy, a luxury brands strategy, a turnaround & transformation strategy, and more—all based on the combined best practices of the author and the ex-McKinsey, BCG et al., partners who produce all the strategy training programs on StrategyTraining.com. This book shows you the daily steps, actions, processes, and considerations that go into developing a unique insight for a major company under tight timelines and intense scrutiny. You will get to see which data is used, why it was used, which data was discarded and why it was discarded. On a daily and weekly basis, you will see us use strategy considerations, engagement update reports, storyboards, analyses tools, strategy maps, client management tools and more, summarizing the best practices from ex-McKinsey, BCG et al., partners and our most successful clients, to help you solve mankind’s most pressing problems. The book helps you learn the process to solve strategy and business problems like a strategy partner. You will get to see the numerous contradictions, nuances, and trade-offs that the highest-performing strategy thinkers face. You will learn how to make ethical and balanced decisions based on who is the client and who is not the client. The core of this book revolves around the daily guides to show you how the study is designed, planned, staffed, structured, and run, all the way from focus interviews to day-in-the-life-of studies to financial analysis, financial modeling, and case studies. The book is divided into weeks. Each week is split into days. Days are split into key activities and observations from the study. While we can’t guarantee the results of each reader, clients who have used the book and FIRMSconsulting Insiders who have used the accompanying online training program consisting of 270+ videos on which the book is based report: Deeper insights Greater recognition Rapid promotions Deeper understanding of executives Happier teams Greater productivity Project success Superior assignments The book takes you step by step, week by week and day by day through the process to receive a problem, frame the problem, structure the analysis, assemble the team, manage the team, and manage the client toward the solution. You get to go inside the mind of a strategy partner. That is the greatest benefit of this book. At times you will see references to additional resources that our most loyal members, FIRMSconsulting Insiders and SLIDES members, have access should they need to dive deeper into a specific topic (e.g., competitive strategy, digital & IT strategy, implementation, problem-solving, etc.). Note: Due to the page number restrictions for print books, this book is split into two parts. You can follow the rest of the engagement in Part 2.

Strategy Part 2 Learn the Skills Used by the Leading Management Consulting Firms Such as McKinsey BCG et al

Strategy  Part 2  Learn the Skills Used by the Leading Management Consulting Firms  Such as McKinsey  BCG  et al  PDF Book Detail Author: Kris Safarova
Publisher: Firmsconsulting LLC
ISBN: 1956580093
Category : Business & Economics
Languages : en
Pages :

Book Description
Do you want to develop a counterintuitive strategy insight and/or lead a team to develop a counterintuitive strategy insight? You have enough experience to know that frameworks, decision trees, applying MECE and 80/20 principles, hypotheses, and structured problem solving are important, but they are not enough. You know a brilliant insight often looks like a mediocre insight. A great strategy often looks like a bad strategy. Analysis is messy. Data is flawed and misleading. Best practices routinely fail. Hypotheses change. Data changes. Linear thinking often does not work. This book helps solve this problem. We present the background to a client. You get to follow the design of the strategy study and watch how the solution is developed. Over the past 10 years on StrategyTraining.com and FIRMSconsulting.com, you have seen us help numerous clients solve complex business problems: developing a big data strategy, a corporate strategy, a digital & IT strategy, a pandemic & disaster strategy, a luxury brands strategy, a turnaround & transformation strategy, and more—all based on the combined best practices of the author and the ex-McKinsey, BCG et al., partners who produce all the strategy training programs on StrategyTraining.com. This book shows you the daily steps, actions, processes, and considerations that go into developing a unique insight for a major company under tight timelines and intense scrutiny. You will get to see which data is used, why it was used, which data was discarded and why it was discarded. On a daily and weekly basis, you will see us use strategy considerations, engagement update reports, storyboards, analyses tools, strategy maps, client management tools and more, summarizing the best practices from ex-McKinsey, BCG et al., partners and our most successful clients, to help you solve mankind’s most pressing problems. The book helps you learn the process to solve strategy and business problems like a strategy partner. You will get to see the numerous contradictions, nuances, and trade-offs that the highest-performing strategy thinkers face. You will learn how to make ethical and balanced decisions based on who is the client and who is not the client. The core of this book revolves around the daily guides to show you how the study is designed, planned, staffed, structured, and run, all the way from focus interviews to day-in-the-life-of studies to financial analysis, financial modeling, and case studies. While we can’t guarantee the results of each reader, clients who have used the book and FIRMSconsulting Insiders who have used the accompanying online training program consisting of 270+ videos on which the book is based report: Deeper insights Greater recognition Rapid promotions Deeper understanding of executives Happier teams Greater productivity Project success Superior assignments The book takes you step by step, week by week and day by day through the process to receive a problem, frame the problem, structure the analysis, assemble the team, manage the team, and manage the client toward the solution. You get to go inside the mind of a strategy partner. That is the greatest benefit of this book. At times you will see references to additional resources that our most loyal members, FIRMSconsulting Insiders and SLIDES members, have access should they need to dive deeper into a specific topic (e.g., competitive strategy, digital & IT strategy, implementation, problem-solving, etc.). Note: Due to the page number restrictions for print books, this book is split into two parts. You can follow the rest of the engagement in Part 1.

Summary of Safarova Kristina s Succeeding as a Management Consultant

Summary of Safarova Kristina s Succeeding as a Management Consultant PDF Book Detail Author: Everest Media,
Publisher: Everest Media LLC
ISBN:
Category : Business & Economics
Languages : en
Pages : 63

Book Description
Please note: This is a companion version & not the original book. Sample Book Insights: #1 The pre-engagement week is a rare thing, and it should be used to build familiarity with the client, the problem, and the team members. #2 The pre-engagement week is used to get to know the client, the problem, and the team members. The team generates over 140 post-it notes to list every issue on a whiteboard. #3 The pre-engagement week is used to get to know the client, the problem, and the team members. The team generates over 140 post-it notes to list every issue on a whiteboard. #4 The pre-engagement week allows the team to get to know the client, the problem, and each other. The group then tests if their key question is the right one, and not the client's.

The Operations Management Journal

The Operations Management Journal PDF Book Detail Author: Kris Safarova
Publisher: Firmsconsulting LLC
ISBN:
Category : Business & Economics
Languages : en
Pages :

Book Description
You need to develop an operations management plan and want a guide to do so. What if you had one tool that you could carry into meetings and write inside, that guided you step-by-step to build the business case for your operations strategy, generate the size-of-the-prize, guide your team, design the tests for the hypotheses, conduct focus interviews, analyze how good your company wants to be (value-gap analyses), analyze how good they should be (external benchmarking), analyze how good they can be (internal benchmarking), calculate what they should aspire to (top-down business case), calculate the bottom-up benefits case, lay the foundation for a pilot implementation, track your daily and weekly tasks, plan each major meeting, plan the message for your team and manager, manage the project and guide you through critical update meetings?Now you do. The Operations Management Strategy Journal is the companion guide to our popular books Succeeding as a Management Consultant, Strategy, and The Strategy Journal, an Amazon bestseller.This journal is not an encyclopedia of every single operations analysis available. Our readers told us they wanted to see what an operation plan looks like. They wanted to know how to start, develop and execute an operations plan. They wanted to create a plan that led to action. They wanted to know how to determine what analysis to perform. They wanted to know how to manage the rollout. They wanted a guide to help them on Monday Morning 8am at the office. We meet this need with the 100-page step-by-step visual example of an operations management plan. This journal helps readers walk into any situation in any organization anywhere in the world and understand how to develop an operations strategy via to-do list prompts, self-assessments and strategy calendars. All based on the combined best-practices of the author and the ex-McKinsey, BCG, et al. partners who produce all the strategy training programs on StrategyTraining.com. On StrategyTraining.com/FIRMSconsulting.com, you have seen us over the last 10 years help numerous clients solve complex business problems: postal turnaround, merge tech giants, help a bank enter the US Market, etc. Among other tools, this journal contains a 120-page visual guide to an operations strategy to guide the reader. The Operations Strategy Journal was used by many of our very successful clients and summarizes the approach we used to help them increase their productivity, transform their careers, set daunting career goals, outperform peers and measure the value they create. Through daily and weekly prompts, to-do list guides, client reminders, end-of-day scorecards, templates, completed examples, checklists and reminders, the journal takes the best practices from ex-McKinsey, BCG, et al., partners and our most successful clients to help you solve mankind’s most pressing problems. The journal helps you learn the routine to solve operations and business problems like a partner. As you follow the guide, you will learn the habits of the highest-performing operations strategy thinkers. The journal teaches you how to be a balanced and successful professional with a strong ethical compass. The heart of this journal revolves around the visual examples and pages to plan your study: from clarifying the problem statement all the way to developing the presentation and quantifying the benefits case in $. The journal is divided into 4 parts: Operations Strategy Visual Example, Overview, Guided Example, and Your Study. The OVERVIEW offers you a 1-page guide to the entire process we will use to create a highly customized solution for your client. In the GUIDED EXAMPLE, we will work together through a study/project to show you how each page will be used. Thereafter, we create blank templates and guides for you to use on YOUR STUDY.

The Strategy Journal

The Strategy Journal PDF Book Detail Author: Kris Safarova
Publisher: Firmsconsulting LLC
ISBN:
Category : Business & Economics
Languages : en
Pages : 222

Book Description
You need to solve a critical business problem. What if you had one tool that you could carry into meetings and write inside that guided you step-by-step to understand the problem, develop a structure, develop hypotheses, design the tests for the hypotheses, track your daily and weekly tasks, plan the message for your team and manager, manage the project, guide you through critical update meetings, calculate the benefits case to convince your colleagues and start the pilot implementation of your recommendations? Now you do. The Strategy Journal is the field guide to our popular book Succeeding as a Management Consultant. This Journal helps readers walk into any situation in any organization anywhere in the world and solve their most pressing business problems via to-do list prompts, self-assessments and strategy calendars. All based on the combined best-practices of the author and the ex-McKinsey, BCG et al. partners who produce all the strategy training programs on StrategyTraining.com. On StrategyTraining.com / FIRMSconsulting.com you have seen us over the last 10 years help numerous clients solve complex business problems: restructure a utility, merge tech giants, help a bank enter the US Market, rebuild an innovation division, build an electric car business, build a luxury brands business, build a mining company and more. The Strategy Journal was used by many of our very successful clients and summarizes the approach we used to help them increase their productivity, transform their careers, set daunting career goals, outperform peers and measure the value they create. Through daily and weekly prompts, to-do list guides, client reminders, end-of-day scorecards, templates, completed examples, checklists and reminders, the Journal takes the best practices from ex-McKinsey, BCG et al., partners and our most successful clients, to help you solve mankind’s most pressing problems. The Journal helps you learn the routine to solve strategy and business problems like a partner. As you follow the guide, you will learn the habits of the highest-performing strategy thinkers. The Journal teaches you how to be a balanced and successful professional with a strong ethical compass. The heart of this Journal revolves around the pages to plan your study: from clarifying the problem statement all the way to developing the presentation and quantifying the benefits case in $. The Journal is divided into 3 parts: Overview, Guided Example, and Your Study. The OVERVIEW offers you a 1-page guide to the entire process we will use to create a highly customized solution for your client. In the GUIDED EXAMPLE, we will work together through a study/project to show you how each page will be used. Thereafter, we create daily/weekly templates and guides for you to use on YOUR STUDY. Clients who have used the Journal report: A sense of purpose Rapid promotions Career fulfillment Happier colleagues Improved skills Increased productivity Increased focus Client success THERE ARE 16 TYPES OF PAGES IN THIS WORKBOOK: Project Logic and Overview Decision-Tree of Options Hypotheses & Hypotheses Tests Storyboarding Charter Timeline Project Update Report Focus Interviews Executive Update Guide Financial Analyses Benchmarks Case Studies Project Checklist Opportunity Chart Benefits Chart Daily Pages The Journal summarizes the most important things you need to do and eliminates all the noise from the process. The greatest value of a Journal is that you write in them. They are not typically published in digital format. We published the digital edition of The Strategy Journal for those clients who found great value in having a reference version with them at all times. The digital format is therefore best purchased along with the print version. The digital format is not intended to be a substitute for the print format.

The Investment Journal

The Investment Journal PDF Book Detail Author: Kris Safarova
Publisher:
ISBN:
Category :
Languages : en
Pages : 390

Book Description
You need to make a business investment decision, understand the tools and processes to follow, and require a guide to help you convince colleagues to make the investment. The Investment Journal is the companion guide to our popular books Succeeding as a Management Consultant, The Operations Management Journal, The Pandemic & Disaster Strategy Journal and The Strategy Journal, an Amazon bestseller. The heart of this journal revolves around the investment visual guide and pages to plan your investment: from clarifying the problem statement all the way to developing the presentation and quantifying the benefits case in $. The journal is divided into 4 parts: (1) Investment Visual Guide, (2) Overview, (3) Guided Example, and (4) Your Study. The INVESTMENT VISUAL GUIDE contains: Summary of the process Financial Analysis vs. Financial Modeling vs. Investment Cases Journal Objectives Investment Case Philosophy Integrating Change Management Difference in Investment Cases CSFs to Leading an Investment Case Expectations of an Investment Case Leader Guiding the Team Analyses Complexity Over Time Week-by-Week Activities Week 0 Week1-2 Week3-5 Week5-7 Week 8 Analytical Tools Strategic scoping 3 questions in strategic scoping Sub-questions from 3 questions Assertions from questions Hypotheses from assertions Strategic scoping example Testing Hypotheses with Financial Analysis (Top-Down) Financial Analysis Overview 3 Questions for all Financial Analysis Q1 financial analysis Q2 financial analysis Q3 financial analysis Data Collection in Financial Analysis Drawing Insights from Financial Analysis Financial Analysis to Financial Modeling Creating the Investment Case The OVERVIEW offers you a 1-page guide to the entire process we will use to create a highly customized solution for your client. In the GUIDED EXAMPLE, we will work together through a study/project to show you how each page will be used. Thereafter, we create blank templates and guides for you to use on YOUR STUDY. The Daily Pages are split into 8 weeks with a page for Monday to Friday. The pages help you understand your goals each day with a timeline reminder of the deliverables before each client update. Reminders for the client updates are built into the sheets for you to complete. This journal helps readers walk into any situation in any organization anywhere in the world and understand how to develop an investment case via to-do list prompts, self-assessments and strategy calendars. All based on the combined best-practices of the author and the ex-McKinsey, BCG, et al. partners who produce all the strategy training programs on StrategyTraining.com. On StrategyTraining.com/FIRMSconsulting.com, you have seen us over the last 10 years help numerous clients solve complex business problems: postal turnaround, merge tech giants, help a bank enter the US Market, etc. Among other tools, this journal contains a 120-page visual guide to the overall process to develop an investment case. Clients who have used the Journal report: A sense of purpose Rapid promotions Career fulfillment Happier colleagues Improved skills Increased productivity Increased focus Client success THERE ARE 16 TYPES OF PAGES IN THIS WORKBOOK: *Project Logic and Overview *Decision-Tree of Options *Hypotheses & Hypotheses Tests *Storyboarding *Charter *Timeline *Flash Report *Focus Interviews *Executive Update Guide *Financial Analyses *Benchmarks *Case Studies *Project Checklist *Opportunity Chart *Benefits Chart *Daily Pages

Exploring Management

Exploring Management PDF Book Detail Author: John R. Schermerhorn, Jr
Publisher: John Wiley & Sons
ISBN: 0470169648
Category : Business & Economics
Languages : en
Pages : 557

Book Description
Exploring Management, Second Edition by John Schermerhorn, presents a new and exciting approach in teaching and learning the principles of management. This text is organized within a unique learning system tailored to students’ reading and study styles. It offers a clean, engaging and innovative approach that motivates students and helps them understand and master management principles.

The Corporate Wellness Strategy Journal Learn the skills used by the leading management consulting firms such as McKinsey BCG et al

The Corporate Wellness Strategy Journal  Learn the skills used by the leading management consulting firms  such as McKinsey  BCG  et al  PDF Book Detail Author: Kris Safarova
Publisher: Firmsconsulting LLC
ISBN: 1956580115
Category : Business & Economics
Languages : en
Pages :

Book Description
Publisher Note: Exhibits in ebooks are pasted as images and do not have text that can be resized. Since most of the pages in our journals consist of text presented within graphical concepts, sample slides, analyses and tables, they are presented as images since resizing the text breaks the page. We, therefore, produce the Kindle version for readers who bought the softcover version and wanted a mobile reference tool, and encourage you to buy the softcover version. You need to develop a corporate wellness strategy - to cater to 3 events. (A) What happens if the disease or disaster cannot be avoided, (B) How to manage the disease or disaster from escalating and crippling the facilities, and (C) How to allow the company to get back to operations as soon as possible. What if you had one tool that you could carry into meetings and write inside, that guided you step-by-step to build the business case for your strategy, generate the size-of-the-prize, guide your team, design the tests for the hypotheses, conduct focus interviews, analyze your strategy, analyze your implementation, analyze your treatment capacity, calculate the cost of the pandemic to your business, build detailed treatment maps, calculate costs and bottleneck costs in the treatment process, prioritize your response, determine how to care for employees while keeping the business running, calculate the bottom-up benefits case, lay the foundation for a pilot implementation, track your daily and weekly tasks, plan each major meeting, plan the message for your team and manager, manage the project and guide you through critical update meetings? Now you do. The Corporate Wellness Strategy Strategy Journal is the companion guide to our popular books Succeeding as a Management Consultant (an Amazon bestseller), The Operations Management Journal, The Investment Journal, The Leadership Journal, The Digital & Information Management Strategy Journal, and The Strategy Journal (an Amazon bestseller). This journal helps readers walk into any situation in any organization anywhere in the world and understand how to develop a corporate wellness strategy via to-do list prompts, self-assessments and strategy calendars. All based on the combined best-practices of the author and the ex-McKinsey, BCG, et al. partners who produce all the strategy training programs on StrategyTraining.com. On StrategyTraining.com/FIRMSconsulting.com, you have seen us over the last 10 years help numerous clients solve complex business problems: postal turnaround, merge tech giants, help a bank enter the US Market, etc. Among other tools, this journal contains a 110-page visual guide to a disease management strategy and wellness program to guide the reader. The Corporate Wellness Strategy Journal was used by many of our very successful clients and summarizes the approach we used to help them increase their productivity, transform their careers, set daunting career goals, outperform peers and measure the value they create. The journal helps you learn the routine to solve pandemic, epidemic, disaster and business problems like a partner. As you follow the guide, you will learn the habits of the highest-performing strategy thinkers. The journal teaches you how to be a balanced and successful professional with a strong ethical compass. The greatest value of a Journal is that you write in them. They are not typically published in digital format. We published the digital edition of The Journal for those clients who found great value in always having a reference version with them. The digital format is therefore best purchased along with the print version. The digital format is not intended to be a substitute for the print format.

The Investment Journal

The Investment Journal PDF Book Detail Author: Kris Safarova
Publisher: Firmsconsulting LLC
ISBN: 1956580050
Category : Biography & Autobiography
Languages : en
Pages :

Book Description
You need to make a business investment decision, understand the tools and processes to follow, and require a guide to help you convince colleagues to make the investment. The Investment Journal is the companion guide to our popular books Succeeding as a Management Consultant, The Operations Management Journal, The Pandemic & Disaster Strategy Journal and The Strategy Journal, an Amazon bestseller. The heart of this journal revolves around the investment visual guide and pages to plan your investment: from clarifying the problem statement all the way to developing the presentation and quantifying the benefits case in $. The journal is divided into 4 parts: (1) Investment Visual Guide, (2) Overview, (3) Guided Example, and (4) Your Study. The INVESTMENT VISUAL GUIDE contains: Summary of the process Financial Analysis vs. Financial Modeling vs. Investment Cases Journal Objectives Investment Case Philosophy Integrating Change Management Difference in Investment Cases CSFs to Leading an Investment Case Expectations of an Investment Case Leader Guiding the Team Analyses Complexity Over Time Week-by-Week Activities Week 0 Week1–2 Week3–5 Week5–7 Week 8 Analytical Tools Strategic scoping 3 questions in strategic scoping Sub-questions from 3 questions Assertions from questions Hypotheses from assertions Strategic scoping example Testing Hypotheses with Financial Analysis (Top-Down) Financial Analysis Overview 3 Questions for all Financial Analysis Q1 financial analysis Q2 financial analysis Q3 financial analysis Data Collection in Financial Analysis Drawing Insights from Financial Analysis Financial Analysis to Financial Modeling Creating the Investment Case The OVERVIEW offers you a 1-page guide to the entire process we will use to create a highly customized solution for your client. In the GUIDED EXAMPLE, we will work together through a study/project to show you how each page will be used. Thereafter, we create blank templates and guides for you to use on YOUR STUDY. The Daily Pages are split into 8 weeks with a page for Monday to Friday. The pages help you understand your goals each day with a timeline reminder of the deliverables before each client update. Reminders for the client updates are built into the sheets for you to complete. This journal helps readers walk into any situation in any organization anywhere in the world and understand how to develop an investment case via to-do list prompts, self-assessments and strategy calendars. All based on the combined best-practices of the author and the ex-McKinsey, BCG, et al. partners who produce all the strategy training programs on StrategyTraining.com. On StrategyTraining.com/FIRMSconsulting.com, you have seen us over the last 10 years help numerous clients solve complex business problems: postal turnaround, merge tech giants, help a bank enter the US Market, etc. Among other tools, this journal contains a 120-page visual guide to the overall process to develop an investment case. Clients who have used the Journal report: A sense of purpose Rapid promotions Career fulfillment Happier colleagues Improved skills Increased productivity Increased focus Client success THERE ARE 16 TYPES OF PAGES IN THIS WORKBOOK: •Project Logic and Overview •Decision-Tree of Options •Hypotheses & Hypotheses Tests •Storyboarding •Charter •Timeline •Flash Report •Focus Interviews •Executive Update Guide •Financial Analyses •Benchmarks •Case Studies •Project Checklist •Opportunity Chart •Benefits Chart •Daily Pages

The Private Equity Strategy Quick Guide Solve problems like the leading management consulting firms such as McKinsey BCG et al

The Private Equity Strategy Quick Guide   Solve problems like the leading management consulting firms  such as McKinsey  BCG  et al  PDF Book Detail Author: Kris Safarova
Publisher: Firmsconsulting LLC
ISBN:
Category : Business & Economics
Languages : en
Pages :

Book Description
Do you have less than 1.5 hours to understand the principles and best practices of developing a private equity investment strategy? Do you want to make informed decisions as a leader? This quick guide is for leaders who are pressed for time and need to know the contours of the right approach to make informed decisions, ask the right questions, understand how to analyze the problem and how to provide guidance and input to their teams. We lay out the business case to encourage target companies to agree to the deal and lead indicators for when a potential target acquisition should be approached. The investment thesis is a guide serving four stakeholders. First, it describes the thinking of the principals who are proposing the investment strategy. In other words, why do they believe this investment strategy will work, and how it will work. Second, it is used within the private equity firm to question the strategy. The more unique the strategy, relative to what competitors are pursuing, the more discussions are needed. Third, it becomes the critical document to raise investment funding and help investors understand the risk tolerance and risk appetite of the fund, as well as their potential exit timelines. Fourth, it is also often used to educate and encourage potential acquisition targets to agree to the deal. Over the past 10 years on StrategyTraining.com and FIRMSconsulting.com, you have seen us help numerous clients solve complex business problems: developing a big data strategy, a corporate strategy, a digital & IT strategy, a pandemic & disaster strategy, a luxury brands strategy, a turnaround & transformation strategy, and more—all based on the combined best practices of the author and the ex-McKinsey, BCG et al., partners who produce all the strategy training programs on StrategyTraining.com. Our quick guides distill the steps, actions, processes and considerations that go into developing a unique investment thesis to drive a private equity strategy. You will understand the logic behind the investment thesis, potential pitfalls and how we use it to filter potential acquisitions. You will understand the output that comes from all the hypotheses, decision trees, and prioritizing tools we teach across all our programs, summarizing the best practices from ex-McKinsey, BCG et al. partners to help you solve mankind’s most pressing problems. While we can’t guarantee the results for each reader, those who have read our books and members who use our online training programs on StrategyTraining.com/apps and SLIDES report: Greater recognition More leadership roles Greater contribution Quicker onboarding Deeper understanding of the issues Strategy perspective of the issues Deeper insights Rapid promotions Sense of purpose Clarity of thought If you find this quick guide helpful, you may also benefit from The Private Equity Strategy Journal. The Private Equity Strategy Journal and The Private Equity Strategy Quick Guide are complementary. They both contain useful and different information to explain the problem. The quick guide is for leaders who want to understand the problem to guide their teams. The Journal is for those who want to do the work to solve the problem.

Digital Information Technology Strategy Journal

Digital   Information Technology Strategy Journal PDF Book Detail Author: Kris Safarova
Publisher: Firmsconsulting LLC
ISBN: 1956580018
Category : Business & Economics
Languages : en
Pages :

Book Description
You need to develop a digital and information technology management strategy and want a guide to do so. What if you had one tool that you could carry into meetings and write inside, that guided you step-by-step to set out the steps of the strategy, generate the size-of-the-prize, guide your team, design the tests for the hypotheses, conduct focus interviews, develop the vision, develop the strategy, set the scope of the function, identify the needed competencies and rank them, develop a governance model, develop the governing architecture, develop the implementation plan, develop the transformation plan, be guided on service level agreements, set up a budgeting process to prioritize investments, lay the foundation for a pilot implementation, track your daily and weekly tasks, plan each major meeting, plan the message for your team and manager, manage the project and guide you through critical update meetings? Now you do. The Digital & Information Management Journal is the companion guide to our popular books like Succeeding as a Management Consultant, The Operations Management Journal, The Investment Journal, The Leadership Journal, and The Strategy Journal, an Amazon bestseller. This journal is not an encyclopedia of every consideration in developing a strategy. Our readers told us they wanted to see a best-practice guide that is practical and works. They wanted to know how to start, develop and execute on a digital and information management strategy. They wanted to create a strategy that led to action. They wanted to know how to determine what analysis to perform. They wanted to know how to manage the rollout. They wanted a guide to help them on Monday Morning 8am at the office. We meet this need with the 100-page step-by-step visual guide to a digital and information management strategy. This journal helps readers walk into any situation in any organization anywhere in the world and understand how to develop a digital and information management strategy via to-do list prompts, self-assessments, and strategy calendars. All based on the combined best-practices of the author and the ex-McKinsey, BCG, et al. partners who produce all the strategy training programs on StrategyTraining.com. On StrategyTraining.com/FIRMSconsulting.com, you have seen us over the last 10 years help numerous clients solve complex business problems: postal turnaround, merge tech giants, help a bank enter the US Market, etc. Among other tools, this journal contains a 120-page visual guide to developing a digital and information management plan to guide the reader. The Digital & Information Management Strategy Journal was used by many of our very successful clients and summarizes the approach we used to help them increase their productivity, transform their careers, set daunting career goals, outperform peers, and measure the value they create. Through daily and weekly prompts, to-do list guides, client reminders, end-of-day scorecards, templates, completed examples, checklists and reminders, the journal takes the best practices from ex-McKinsey, BCG, et al., partners and our most successful clients to help you solve mankind’s most pressing problems. The journal helps you learn the routine to solve information management and business problems like a partner. As you follow the guide, you will learn the habits of the highest-performing information management strategy thinkers. The greatest value of a Journal is that you write in them. They are not typically published in digital format. We published the digital edition of The Journal for those clients who found great value in always having a reference version with them. The digital format is therefore best purchased along with the print version. The digital format is not intended to be a substitute for the print format.

Turquoise Eyes

Turquoise Eyes PDF Book Detail Author: Kris Safarova
Publisher: Firmsconsulting LLC
ISBN:
Category : Business & Economics
Languages : en
Pages : 294

Book Description
Turquoise Eyes started off the groundbreaking new genre developed by FIRMSconsulting that combines compelling narrative while teaching problem solving and critical thinking skills. Set after a bank begins implementing a new retail banking strategy, we follow Teresa García Ramírez de Arroyo, a director general in the Mexican government, who has received some disturbing news. A whistleblower has emailed Teresa with troubling news about a mistake in the loan default calculations and reserve ratios. The numbers do not add up. The book loosely uses the logic and financial analyses in A Typical McKinsey Engagement, >270 videos: https://www.strategytraining.com/market-entry-strategy-program Our business books are different. Most people learn business because they are forced to, for their careers or to earn a larger salary. Most business books are, consequently, boring and dense. They have little incentive to be interesting because they have a captive market. Many avoid a business career because the books are presented as a hurdle to be overcome. We wondered what would happen if we made business books interesting, so people chose to read them? Would we draw more people into business? Would we generate more enthusiasm and excitement for business at a younger age? This book teaches advanced business concepts through a compelling storyline. This new genre of our books is written not only for people already interested in business but also for people who may not realize they have an interest or talent for business. Clients always request gift ideas for their children, spouses, friends, and families to get them interested in business and critical thinking. In part, this is our response to those requests. We want you to learn advanced critical thinking without realizing you are learning. We hope you will enjoy it, too. We believe the more people who find business interesting and choose to learn business, the better it is for everyone. Businesses will have a larger pool of employees from whom to select and more of the right people will be choosing the discipline to improve humanity versus simply to make more money. Imagine the advantage your children will have if they learned critical thinking in high school, or even before high school? Imagine if you had that advantage? Imagine if you had learned strategy alongside science and math in high school? The possibilities would be endless. It all starts with the right books. And it’s never too late to start. If learning is engaging, it will stop being a chore. RESERVE YOUR SPOT FOR FREE EPISODES FROM EX-MCK ET AL. PARTNERS AT FIRMSCONSULTING.COM/PROMO FREE EPISODE FROM THIS BOOKS COMPANION COURSE AT FIRMSCONSULTING.COM/SAAMC

Mavis

Mavis PDF Book Detail Author: Kris Safarova
Publisher: Firmsconsulting LLC
ISBN:
Category : Business & Economics
Languages : en
Pages : 364

Book Description
In Mavis’s dystopian world, starvation, sacrifice and poverty haunt a country trying to recover from The Great Patriotic War. Protected by a peacekeeping force, the nation struggles to coax profits out of a sprawling industrial complex to pay wartime reparations. In this world, the future of every citizen is decided on their sixteenth birthday during a single exam, The Selection. They either join Defense, Productivity or Leadership. Mavis is assigned to a chemical plant to solve a productivity paradox and struggles with her colleagues as they race to meet the reparations deadline. Thrown into her new role, with little support, Mavis assembles a team and tries to understand why productivity is dropping. Mavis must figure out who her friends are, and how does Truman, a soldier who seems interested in her, fit into her life. Yet Mavis is burdened by having to leave her ill little sister behind. As Mavis investigates the problem, she discovers a conspiracy that threatens the nation just as unexplained sightings spike in the surrounding forest. This young adult (YA) dystopian novel combines the teaching of science, critical thinking and problem-solving skills with wrenching decisions, betrayal, heartbreak, love and the bond between two sisters that will change the future of mankind. Q&A with Author Kris Safarova Q: Why did you write this book? Safarova: I write what I know and what I wish people had written for me when I was starting out in life. The way strategy consultants solve problems is very different. Yet, this skill is not widely taught. Imagine if we taught these skills to everyone and at an earlier age? I know more people will find these topics interesting and learn these skills if I could find a way to weave them into an engaging story. Q: What do you hope the books achieve? Safarova: I want to get more people interested in business and teach them to solve problems in a better way. Readers who don’t have an interest in critical thinking, problem solving, and business may realize they learned a lot, and also enjoyed the journey. And readers who are intentionally building these skills will find this series helped them become better at solving problems. Q: What inspired the story? Safarova: I lived in the former USSR and I adapted events from my own life. When I was 3 my parents were evicted on a less than 12 hours notice, in the middle of Russian winter. I remember lifting my legs high enough to make each step because the snow was so deep that night, as we tried to find a place to stay. That is the first memory I have of physically suffering. Mavis’s cappuccino scene is based on my own experience. I was 21 when I first tasted cappuccino and I was blown away by how tasty it was. At the time I barely had money to pay rent, so I was skipping lunch and dinner on most days. Leaving my 12-year old sister in Russia was one of the hardest things I ever had to do. Yet, it was the right thing because I am now fortunately able to help my family. My little sister and I now work together and I could not be prouder of her. The bond between Mavis and Corolla is autobiographical. Q: Was the strong female characters and themes of class segregation and climate change intentional? Safarova: I wrote what I knew, and it was easier to channel my emotions and ideas through the eyes of a sixteen-year-old girl because I had been one. Strip away the dystopian elements and everything in the story is happening today. Q: What’s next for Mavis? Safarova: The story of Mavis and her sister, Corolla, will continue. I am working on a prequel to explain the events that led to The Great Patriotic War. Societies change slowly and we reach a tipping point. I want to explore that while retaining the books’ focus on teaching critical thinking and problem-solving skills in an entertaining way.

Marketing Saves The World

Marketing Saves The World PDF Book Detail Author: Bill Matassoni
Publisher: Firmsconsulting LLC
ISBN:
Category : Biography & Autobiography
Languages : en
Pages : 264

Book Description
Edition 2 with new chapters, re-edited, photos and additional advice from Bill. Visit MarketingSavesTheWorld(dot)com to receive complimentary videos. Every now and then, someone comes along and makes the subject of management both fun and insightful. That’s what Bill Matassoni has done in his memoir—a combination of compelling stories and contrarian substance—that covers his forty-year career selling what he calls “ephemeral things.” In addition to the memoir, Bill plays host to a series of videos that are entertaining, irreverent, and filled with his conviction that marketing is the primary driver of progress in both commercial and social markets. Bill, a former McKinsey and BCG partner, distills his life, loves and lessons in his captivating memoir on the evolution of the modern marketer. He presents an entirely new way to think about unlocking value in market spaces, not places. Using his experiences as a canvas on which to share his ideas, Bill recounts his adventures—and they are adventures—working for The United Way of America, McKinsey, BCG, Ashoka and other organizations where ideas were the product and emotion was as important as function. We learn about how Victoria’s Secret “democratized” luxury, why beer might become a nutritional product, BCG’s efforts to compete with McKinsey and vice-versa, Bill’s wonderful wife Pamela and the important role of social entrepreneurs. As Bill pays tribute to his talented colleagues, The Bill Matassoni Show and Marketing Saves the World teach us how to find new dimensions of value that make the world better by enabling multiple stakeholders to win. It is about capitalism with a capital “C.” Says Bill, "Forget about sharing the pie. Make it bigger.” Visit MarketingSavesTheWorld(dot)com website to receive complimentary videos.