Management Consulting Template
BUSI 640
Student-Consultant Name:
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Date of Template Submission:
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Table of Contents
Notes REGARDING PRIORITY LEVEL.. 4
Table 2.1 – Analysis of Strategic Options (Option 1) 5
Table 2.2 – Analysis of Strategic Options (Option 2) 6
Table 2.3 – Analysis of Strategic Options (Option 3) 7
Table 3.1 – Critical Issues in the Context of Recommended Strategic Option – (FINANCE) 10
Table 3.2 – Critical Issues in the Context of Recommended Strategic Option – (HR) 11
Table 3.3 – Critical Issues in the Context of Recommended Strategic Option – (IT/MIS) 12
Table 3.4 – Critical Issues in the Context of Recommended Strategic Option – (POM) 13
Table 3.5 – Critical Issues in the Context of Recommended Strategic Option – (MARKETING) 14
Table 3B – Development of What Need to Be Addressed Statements (5 OR 6) 16
(Finance; HR; IT/MIS; POM; Marketing; Other)
Table 4.1 – WNTBA 1: Evaluation of Alternative Solutions & Recommendation.. 19
Table 4.2 – WNTBA 2: Evaluation of Alternative Solutions & Recommendation.. 20
Table 4.3 – WNTBA 3: Evaluation of Alternative Solutions & Recommendation.. 21
Table 4.4 – WNTBA 4: Evaluation of Alternative Solutions & Recommendation.. 22
Table 4.5 – WNTBA 5: Evaluation of Alternative Solutions & Recommendation.. 23
Table 5 – Recommendation Detail # 1 25
Table 5 – Recommendation Detail # 2 26
Table 5 – Recommendation Detail # 3. 27
Table 5 – Recommendation Detail # 4 26
Table 5 – Recommendation Detail # 5. 27
Appendices / Tables
REFERENCES
Notes regarding priority level
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Table 2.1 – Analysis of Strategic Options
| Option 1
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| Briefly Identify & Describe the Option
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| Benefits/ Advantages
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| Critical Success Factors
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| Threats/ Risks
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| Why is this your recommended Strategic Option?
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Table 2.2 – Analysis of Strategic Options
| Option 2
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| Briefly Identify & Describe the Option
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| Benefits/ Advantages
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| Critical Success Factors
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| Threats/ Risks
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| Why is this your recommended Strategic Option? |
Table 2.3 – Analysis of Strategic Options
| Option 3
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| Briefly Identify & Describe the Option
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| Benefits/ Advantages
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| Critical Success Factors
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| Threats/ Risks
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| Why is this your recommended Strategic Option? |
NOT REQUIRED Table 2A – Strategic Analysis – Stakeholder Positions on Strategic Options
| Stakeholders and their positions:
| Strategic Option 1:
| Strategic Option 2:
| Strategic Option 3:
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| Stakeholder 1:
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| Stakeholder 2:
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| Stakeholder 3:
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| Stakeholder 4:
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NOT REQUIRED Table 2B – Strategic Analysis – Impact of Critical Issues on Strategic Options
| Strategic Options & Their Critical Issues | Strategic Option #1 | Strategic Option #2 | Strategic Option #3 |
| Finance
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| Marketing
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| Operations
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| IT
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| Human Resources
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Table 3.1 – Critical Issues in the Context of Recommended Strategic Option – FINANCE
| CRITICAL ISSUES
| How is it manifested? | Why is it happening? Cause(s)?
| 1) Why Important? 2) Implications if not dealt with? |
| Finance F1
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| F2
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| F3
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| F4
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| F5
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Table 3.2 – Critical Issues in the Context of Recommended Strategic Option – HR
| CRITICAL ISSUES
| How is it manifested?
| Why is it happening? Cause(s)? | Why Important? Implications if not dealt with? |
| Human Resources HR1
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| HR2
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| HR3
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| HR4
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| HR5
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Table 3.3 – Critical Issues in the Context of Recommended Strategic Option – IT/MIS
| CRITICAL ISSUES
| How is it manifested?
| Why is it happening? Cause(s)? | Why Important? Implications if not dealt with? |
| Info Tech IT1
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| IT2
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| IT3
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| IT4
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| IT5
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Table 3.4 – Critical Issues in the Context of Recommended Strategic Option – POM
| CRITICAL ISSUES
| How is it manifested?
| Why is it happening? Cause(s)? | Why Important? Implications if not dealt with? |
| Operations OP1
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| OP2
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| OP3
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| OP4
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| OP5
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Table 3.5 – Critical Issues in the Context of Recommended Strategic Option – MARKETING
| CRITICAL ISSUES
| How is it manifested?
| Why is it happening? Cause(s)? | Why Important? Implications if not dealt with? |
| Marketing M1
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| M2
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| M3
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| M4
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| M5
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NOT REQUIRED Table 3A – Vertical Causal Analysis
| Description of Underlying Cause (Common causes for multiple problems) | Critical Issue(s) Addressed (as identified in Table 3) | Total Frequency | Priority and Importance | ||
| Low | Med | High | |||
| 1.
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| 2.
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| 3.
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| 4.
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| 5.
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| 6.
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| 7.
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| 8.
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| 9.
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| 10.
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Additional Issues or Insights which are critical to the success of the organization
OR will critically impact on the success of your recommended strategy
Table 3B – Development of What Need to Be Addressed Statements
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| Implications if not Addressed | Opportunities if Addressed |
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| Implications if not Addressed | Opportunities if Addressed |
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| Implications if not Addressed | Opportunities if Addressed |
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| Implications if not Addressed | Opportunities if Addressed |
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| Implications if not Addressed | Opportunities if Addressed |
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| Implications if not Addressed | Opportunities if Addressed |
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Comment – Observations and Conclusions Regarding Diagnosis
Table 4.1 – Evaluation of Alternative Solutions & Recommendation
| WNTBA Statement #1
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| Alternative #1
| Pros
| Cons
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| Alternative #2
(Note: Is there another major alternative?) | Pros
| Cons
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| Recommendation & Rationale
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Table 4.2 – Evaluation of Alternative Solutions & Recommendation
| WNTBA Statement #2
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| Alternative #1
| Pros
| Cons
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| Alternative #2
| Pros
| Cons
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| Recommendation & Rationale
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Table 4.3 – Evaluation of Alternative Solutions & Recommendation
| WNTBA Statement #3
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| Alternative #1
| Pros
| Cons
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| Alternative #2
| Pros
| Cons
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| Recommendation & Rationale
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Table 4.4 – Evaluation of Alternative Solutions & Recommendation
| WNTBA Statement #4
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| Alternative #1
| Pros
| Cons
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| Alternative #2
(Note: Is there another major alternative?) | Pros
| Cons
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| Recommendation & Rationale
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Table 4.5 – Evaluation of Alternative Solutions & Recommendation
| WNTBA Statement #5
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| Alternative #1
| Pros
| Cons
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| Alternative #2
| Pros
| Cons
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| Recommendation & Rationale
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Table 4.6 – Evaluation of Alternative Solutions & Recommendation
| WNTBA Statement #6
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| Alternative #1
| Pros
| Cons
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| Alternative #2
| Pros
| Cons
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| Recommendation & Rationale
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Table 5 – Recommendation Detail
| Recommendations & ST = 0 to 3 months, MT = 3 to 9 months Supporting Detail LT = 9 to 15 months, Immediate – 0 to 15 days | Timing | Priority (See Note to the Marker) |
| Rec #1
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| Rec #1 – Critical Success Factors & Risks to be Managed
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| Rec #2
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| Rec #2 – Critical Success Factors & Risks to be Managed
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Table 5 – Recommendation Detail
| Recommendations & ST = 0 to 3 months, MT = 3 to 9 months Supporting Detail LT = 9 to 15 months, Immediate – 0 to 10 days | Timing | Priority |
| Rec #3
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| Rec #3 – Critical Success Factors & Risks to be Managed
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| Rec #4
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| Rec #4 – Critical Success Factors & Risks to be Managed
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Table 5 – Recommendation Detail
| Recommendations & ST = 0 to 3 months, MT = 3 to 9 months Supporting Detail LT = 9 to 15 months, Immediate – 0 to 10 days | Timing | Priority |
| Rec #5
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| Rec #5 – Critical Success Factors & Risks to be Managed
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| Rec #6
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| Rec #6 – Critical Success Factors & Risks to be Managed
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OPTIONAL Table 1 – A SWOT+ Data Gathering Table (STRATEGY)
| Strategy
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| Strengths/ Positives
INT
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| Opportunities
EXT
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| Threats
EXT
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| Problems/ Challenges/ Weaknesses
INT
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OPTIONAL Table 1.1 – A SWOT+ Data Gathering Table (FINANCIAL MANAGEMENT)
| Finance
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| Strengths/ Positives
INT
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| Opportunities
EXT
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| Threats
EXT
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| Problems/ Challenges/ Weaknesses
INT
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OPTIONAL Table 1.2 – A SWOT+ Data Gathering Table (HR MANAGEMENT)
| Human Resources
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| Strengths/ Positives
INT
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| Opportunities
EXT
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| Threats
EXT
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| Problems/ Challenges/ Weaknesses
INT
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OPTIONAL Table 1.3 – A SWOT+ Data Gathering Table (IT/MGT INFO SYSTEMS)
| Information Technology
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| Strengths/ Positives
INT
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| Opportunities
EXT
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| Threats
EXT
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| Problems/ Challenges/ Weaknesses
INT
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OPTIONAL Table 1.4 – A SWOT+ Data Gathering Table (PRODUCTION OPERATIONS MANAGEMENT)
| Operations
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| Strengths/ Positives
INT
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| Opportunities
EXT
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| Threats
EXT
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| Problems/ Challenges/ Weaknesses
INT
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OPTIONAL Table 1.5 – A SWOT+ Data Gathering Table (MARKETING MANAGEMENT)
| Marketing
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| Strengths/ Positives
INT
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| Opportunities
EXT
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| Threats
EXT
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| Problems/ Challenges/ Weaknesses
INT
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NOT REQUIRED Table 1.7 Industry Key Success Factors | |
| Technological related | Ä |
| Operations related | Ä |
| Distribution related | Ä |
| Marketing related | Ä |
| Skills related | Ä |
| Organizational capacity | Ä |
| Other | Ä |
NOT REQUIRED Table 1.8 Industry Prospects and Overall Attractiveness | |
| Factors making the industry attractive | Ä |
| Factors making the industry unattractive | Ä |
| Special industry issues/problems | Ä |
| Profit outlook | Ä |
Table 1.9 The Business Environment | ||
| Opportunities | Threats | |
| Political | ||
| Economic | ||
| Societal/Cultural | ||
| Technological | ||