Management Consulting Presentations

A practical guide on how to create a killer presentation efficiently

Last updated 2022-01-10 | 4.3

- Create a great presentation in the style of top consulting firms
- Express yourself with slides
- Pick the right slides to present your analyses

What you'll learn

Create a great presentation in the style of top consulting firms
Express yourself with slides
Pick the right slides to present your analyses
Create the flow in the story told via presentation
Understand consulting presentation
Understand the main challenges in preparing the management consulting presentation

* Requirements

* Basic knowledge of economics or finance

Description

What is the aim of this course?   

In management consulting, you are delivering your advice, observation, and analyses using presentations. On some projects, you may be producing as many as 200-300 slides. Slide preparation is very time-consuming and you have to make sure that you structure your work properly to deliver according to promised deadlines.     

In this course, you will learn how to prepare a great presentation for your customer that will help you deliver your thoughts in a coherent manner and win him over. I will teach you how to prepare the presentation in the right order so you do not waste your time. You will also learn what type of slides you can consider and when you should use a specific type of slide.   

This course is based on my 15 years of experience as a consultant in top consulting firms and as a Board Member responsible for strategy, performance improvement, and turn-arounds in the biggest firms from Retail, FMCG, SMG, B2B, and services sectors that I worked for. I have carried or supervised over 90 different performance improvement projects in different industries that generated in total 2 billion of additional EBITDA. On the basis of what you will find in this course, I have trained in person over 100 consultants, business analysts, and managers who now are Partners in PE and VC funds, Investment Directors and Business Analysts in PE and VC, Operational Directors, COO, CRO, CEO, Directors in Consulting Companies, Board Members, etc. On top of that my courses on Udemy were already taken by more than 110 000 students including people working in EY, Walmart, Booz Allen Hamilton, Adidas, Naspers, Alvarez & Marsal, PwC, Dell, Walgreens, Orange, and many others.

I teach through case studies, so you will have a lot of lectures showing examples of analyses, tools that we use. To every lecture, you will find attached (in additional resources) the Excels as well as additional presentations, materials shown in the lectures so as a part of this course you will also get a library of ready-made analyses that can, with certain modification, be applied by you or your team in your work.   

Why have I decided to create this course?   

Presentations are not something people learn in school or even at universities. For most people, it is difficult to read presentations and to express themselves using slides. Many people, experience also in the beginning problems in proper structuring of the whole presentation. They cannot make it understandable for the customer and quite often the presentation lacks the flow.  The biggest problem in consulting is that the presentation is determining the analyses that you have to make. If your presentation draft is not well structured and thought-through you will not be efficient with interviews, data gathering, and analyses. Therefore, I found it critical to teach all my co-workers and employees how to express themselves. In this way, I made their work (not only related to presentation) much more efficient and also my life much easier :). Learn from this course and apply it also in your work   

In what way will you benefit from this course?   

The course is a practical, step-by-step guide loaded with tones of cases, tricks, hints that will significantly improve the speed with which you work. You will learn how to prepare a great presentation both for internal as well as external purposes. There is little theory – mainly examples, a lot of tips from my own experience as well as other notable examples worth mentioning. My intention is that thanks to the course you will know:   

  1. How to structure the subject that the presentation is addressing?   

  2. In what order you should approach the preparation of the presentation?   

  3. How to prepare the sketch and the template of the presentation?   

  4. What type of slides and when you can use them?   

You can also ask me any question either through the discussion mode or by messaging me directly. How the course is organized?   

The course is divided into the following sections:   

  • Introduction.      We begin with a little intro into the course as well as some general info on the role of presentation in consulting and when you actually prepare presentations   

  • Creating the template. In the second section how to go from a general idea (i.e. from an issue tree) to a sketch and how to transform the sketch into a template   

  • Filling in the slides. In the next section, I will talk about general rules concerning the filling-in the slides, the flow that you achieve, and how different is the template vs the end-product   

  • Delivery of the presentation.  In this section, we will talk briefly about the delivery of the presentation: how to do it and how different is the written presentation from the presentation that can be delivered to the audience.   

  • Types of charts you can use. In this section, I will go through many types of slides and will show you what you can use for a specific purpose   

  • Example of presentations. In the next section, I show examples of real presentations and will discuss what I have structured them in such a way.   

     

You will be able also to download many additional resources   

  1. Templates of slides   

  2. Example of the presentations shown in the course   

  3. Links to additional presentations and movies   

  4. Links to books worth reading   

At the end of my course, students will be able to…   

  • Create a great presentation in the style of top consulting firms

  • Understand the main challenges in preparing the management consulting presentation

  • Express yourself with slides

  • Read presentation

  • Create the flow in the story told via presentation

Who should take this course? Who should not?   

  • Management Consultants

  • Students of Business Schools

  • Researchers

  • Business Analysts

Who this course is for:

  • Management Consultants
  • Business Analysts
  • Students of Business Schools
  • Startup Founders
  • Researchers

Course content

8 sections • 56 lectures

Introduction Preview 02:16

We begin with little intro into the course as well as some general info on the role of presentation in consulting and when you actually prepare presentation

About me Preview 01:47

A few words about your humble teacher

How to deal with Blurry image Preview 02:04

Here I will show you what to do if a blurry image appears

How to reach additional resources Preview 01:05

Here I will show you how to find additional resources attached to the coruse like Excel files, presentations, links etc.

Why presentations are important Preview 02:08

Presentations are important for many reasons. Here I will discuss what they give you, what are their benefit

Phases of creating a management consulting presentation Preview 02:25

There 10 phases of producing the final presentation. You start with creating the structure of the presentation then you move to making sketches, template and slides. You end up with checking for errors and omissions. I will discuss briefly here each and every stage

Presentation for reading vs audience Preview 01:58

There are 2 types of presentations: presentation that will be read by the customer on his own and presentation that will be delivered to the customer during a meeting. Those presentations different in size, delivery time, animations present in the presentation and last but not least font size. I will be discussing those difference in more detail in this lectur

Occasions for which you will create presentations in Management Consulting Preview 03:34

In consulting you will be creating all the time different presentations for different purposes. I will discuss in this lecture different purposes and types of presentations

Structure of the presentation Preview 02:41

The first step is coming up with the structure of the presentation. You have to name the sections and chapters that you want to create. I will also show what structure I came up with for this course

Create the messages Preview 01:32

Once you have the section and chapters you should try to put the messages you want to convey. I will show the example of messages we created for this course

Sketching of the presentation Preview 01:29

You should start by sketching the presentation on a piece of paper. There are 4 phase of sketching the presentations I will show them in this lecture. You will also see the sketch for this course

Creating the template Preview 01:57

After sketching you have to create the template of the slide. I will show you examples of how a sketched slide is turned into a power point slide

Basic rules for a management consulting presentations Preview 05:18

Power Pointe presentation is the second most important tools to be used by Business Analyst in his work. After all it is not only important to analyse data and draw conclusions but also to show them in a nice manner to decision makers. Here you will learn basic rules on how to build your Power Point deck in fast and easy manner. You will see also some examples of good and bad slides. There are many advanced tools for presentation (i.e.) Prezi. Still Power Point is the most often used and widely accepted

Template vs real slides Preview 01:25

Here you will see how the real slide looks in comparison with the sketch and the template

The flow of the presentation Preview 02:41

There has to be a flow in the story you are trying to say with the presentation. I will show you how to achieve it

Rules for delivering successful presentation Preview 03:43

When you are  delivering the presentation people want to listen to YOU and not read the presentation. It should just support what you are saying. You should not be a slave of the presentation. I will show you some tips how to achieve a positive effect during the delivery

Comparison of the written and the delivered version Preview 01:58

The delivered presentation will be different than the written one. I will discuss in this lecture the difference.

Types of slides you can use- Introduction Preview 01:58

In section 5 I will go through many types of slides and will show you what you can use for a specific purpose

Process slides Preview 02:31

These sort of slides you use to show how the process will look like, what the customer will have to do, what will be done in each and every phase, what will be the cost of each and every phase

Comparison of 2 data sets Preview 02:42

This sort of slides you use to compare 2 data sets over the same dimensions i.e. costs and profit per department, conversion rates, and average value ticket per channel of acquisition. I will show you different ways to express it and compare 2 data sets.

Comparison of 2 things using text Preview 01:40

This sort of slides you use to compare to phenomena using text rather than data

Comparison using 3 criteria - numbers Preview 02:51

From time to time you have to compare numbers using more criteria. I will show you in this lecture how you can achieve it

Project structure Preview 01:20

When communicating with the customer you have to show them the project structure – who is going to do what. I will show you in this lecture how to do it

Team / Project roles Preview 01:33

You have to show the customer what are the roles of the team members. I will show you in this lecture how to do it

Timeline Preview 01:30

Here you will see what kind of slides you can use for showing the timeline

Agenda Preview 01:43

With longer presentations, you have to show the agenda and use some sort of tracker to let the customer know during the presentation where he is in the whole process. I will show you in this lecture how to do it

Summary slides Preview 03:27

I will show you ways in which you can summarize information for the customer

Grouping knowledge slides Preview 01:40

Sometimes you have to group the existing knowledge and show it to the customer in a structured way. I will show you in this lecture how to do it

Slides showing the customer picture Preview 02:46

You can use slides showing the customer. Here you can use photos or schemes. This helps you to sell the conclusions. I will show you in this lecture how to do it

Composition Preview 01:05

In many cases, you have to show the composition. I will show you in this lecture how to do it

Waterfall slides Preview 02:06

You will use these slides to show impact, savings, and sometimes composition. I will show you in this lecture how to use them

Team members Preview 01:22

You have to show the customer your team and what they will do during the project. I will show you in this lecture how to do it

Maps Preview 02:12

I will show you what and how you can use maps

References Preview 01:22

In the pitching presentations, you will have to show your references. I will show you what type of slides you can use for this

Motivation system Preview 00:58

During an optimization project, you may want to show the motivation system of a specific group. I will show you what type of slides you can use for this

Issue tree slides Preview 01:28

Here I will show you how to present the issue tree, structure of a complex business problem

Business model slides - Part 1 Preview 02:01

In many cases, you will have to show the business model in a simplified way to the customer to get feedback and show the possible improvements. I will show you what type of slides you can use for this

Business model slides - Part 2 Preview 02:20

In many cases, you will have to show the business model in a simplified way to the customer to get feedback and show the possible improvements. I will show you what type of slides you can use for this

Showing options - Part 1 Preview 01:59

In many cases, you have to show the customer available options. I will show you how to do it.

Showing options - Part 2 Preview 02:11

In many cases you have to show the customer available options. I will show you how to do it.

Examples of presentations - Introduction Preview 00:57

In the next section I show examples of real presentations and will discuss what I have structured them in such a way.

Example of a proposal for a consulting project Preview 05:27

Here I will show you an example of a proposal to the customer who wanted to do a consulting project

How to describe your experience for your proposal Preview 02:09

I will show you with what kind of presentation you can describe you relevant experience

Kick-off meeting presentation Preview 03:57

I will show you here how a presentation for the so called kick-off (first meeting starting the project) can look like

Alternative slides for the proposal Preview 04:36

I will show you what kind of alternative slides you can use for the proposal

How to present results of market resarch analysis? Preview 00:39

Pitch Deck example Preview 00:13

In some cases, you will also have to create the so-called pitch deck.

Therefore, for the yogurt case study that we have shown you in the previous lecture, we have created an example of a pitch deck.

You will find it attached to the lecture.

I hope it will prove useful.

All the best

Asen

Examples of presentations form McKinsey, BCG, Bain etc. Preview 00:09

Every consulting firm has a different standard of presenting the data, telling the story using slides.

We have gathered publicly available examples from firms like McKinsey, BCG, Bain, Roland Berger, BCG.

Enjoy the selection

All the best

Asen

Evolution of a presentation for a customer - case study Preview 00:37

Here I will show you using example how a presentation will change in reaction with the customer

Introduction to the case study Preview 01:21

I will show you example of a project sold at very high margins yet at lower cost for customer thanks to proper structuring of the project scope

RFP that I received - details Preview 02:21

In this lecture we will analyze in details the RFP I got from the customer and see what are the implication of it for the whole project, the offer and the real underlying problem

My first proposal - introduction Preview 00:46

Here I will show you the first proposal I have created for the project. I will explain you the logic behind it and why certain things are presented in such a way

My first proposal - details Preview 05:07

Here I will show you the first proposal I have created for the project. I will explain you the logic behind it and why certain things are presented in such a way

What happened during the negotiations? Preview 04:33

The meeting totally changed the approach to the project and I learned a lot. I will show you what I have learned during the meeting, how it influenced the whole project. I will show you also the result of the negotiations

Second offer - how I redesigned the project Preview 01:57

During the negotiations I learned enough information to adjust the offer for the customer. The aim was to creating more appealing (for both sides) offer that would reflect what we have agreed on during the negotiations