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Short answer

What is a consulting pitch deck?

A consulting pitch deck is a focused presentation designed for consultants to highlight their skills, services, and unique solutions to prospective clients. It's a strategic tool for building client relationships and demonstrating how they can solve specific business challenges.

A mediocre consulting pitch deck could be costing you clients

As a consulting wizard, you can quickly understand and address client issues. But when it's showtime, does your pitch truly reflect your expertise?

Too often, even skilled consultants often miss out on closing deals due to unimpressive presentations. This disconnect between your skills and how you showcase them can make or break client relationships.

An underwhelming pitch deck misses the mark in winning clients and can tarnish your professional image.

But don't worry, I've got you covered! In this post, I'll teach you how to create consulting pitch decks that tell the story of your business, complete with real-life examples and easy-to-use templates. No more deals slipping through your fingers!

Let’s get started!

What to include in a consulting pitch deck?

Creating a consulting pitch deck is more than just showcasing your services; it's about mapping out a path to success for your clients.

A compelling pitch deck is key to gaining a client's trust and securing their business. Here's what you need to include to craft a pitch deck that truly makes an impact.

9 essential slides of a consulting pitch deck:

• Executive summ ary: Kick off with a brief yet powerful summary that pinpoints the client's issues and your strategic solutions.
• Your Unique Value Proposition: Illustrate what sets you apart. Focus on your unique skills and how they benefit the client's specific situation.
• Action plan: Outline the precise steps and methods you'll employ to tackle the project's objectives.
• Goals: Define the achievements and milestones you plan to hit with your consulting services.
• Expected results: Clarify what the client will gain, detailing the tangible outputs of the project.
• Project timeline: Map out a clear, achievable timeline for the project, setting realistic milestones.
• Pricing details: Clearly state your fees, including any flexible payment options or conditions.
• Terms and conditions: Lay out the terms of your service to ensure mutual understanding and agreement.
• Next steps: Conclude with a straightforward call to action, guiding the client on the next steps after the pitch.

What is the best consulting pitch deck format?

Finding the right format for your consulting pitch deck is like choosing the perfect outfit for a key meeting – it needs to impress.

Traditional formats like Word documents or PDFs, while great for detailed content and printing, often fall short in today's fast-paced, digital world. They can be clunky and less user-friendly, especially for tech-savvy audiences.

Switching to a more interactive, visually engaging format can elevate your pitch deck from good to unforgettable.

Here's a comparison of the most popular formats:

The key advantages of interactive formats:

Engagement boosters: Interactive decks are all about making your audience part of the story. With features like clickable elements and embedded videos, they turn a passive viewing experience into an active exploration.

Visual storytelling: These formats shine in presenting data in a visually engaging way. Complex information becomes easy to grasp and attractive, thanks to well-designed charts and infographics.

Personalized experience: The beauty of interactive formats lies in their adaptability. You can tweak each deck to resonate with your client's brand and needs, making every presentation feel tailor-made.

On-the-go accessibility: In our mobile-centric world, being able to access and share your pitch on any device is a superpower. Interactive decks are perfect for this, offering convenience without compromising on quality.

You can see the difference between static and interactive below. Which deck would you rather read?

Consulting pitch deck examples that clinch deals

Creating a consulting pitch deck is like building a bridge between your expertise and the client's needs. In this section, I’ve prepared the best examples of consulting pitch decks that successfully make this connection.

We'll examine what elevates each example – from their clear articulation of value to their visually engaging and structured approach.

NOTE: These are imagined decks that are usable as templates. They're tried and tested, designed with best practices in mind, and are fit for every device.

Consulting agency pitch deck

This pitch deck from Unicornis Consulting is a prime example of how to effectively communicate a consulting firm's value proposition, focusing on strategic insights, operational efficiency, and custom solutions.

What makes this consulting pitch deck great:

• Embedded case study: The deck includes a detailed case study, providing real-world evidence of their impact.
• Interactive data visualization: It utilizes engaging charts and graphs to illustrate business efficiency improvements.
• Smart Call-to-Action (CTA): It concludes with a compelling CTA that lets clients book a meeting directly from the deck.

Consulting service pitch deck

SpoonCo Consulting's pitch deck stands out for its innovative approach to addressing modern business challenges, emphasizing custom solutions, data-driven insights, and change management.

• Scroll-based design: The pitch deck offers an intuitive, easy-to-navigate format that enhances user experience.
• Dynamic graphs and running numbers: It uses visually appealing data representation to convey complex information.

Customizable sections: The deck allows for easy adaptation to reflect specific client needs and branding.

Design consulting pitch deck

MirabiliX's pitch deck highlights their design expertise through strategic branding, visual consistency, and innovative concepts, presented in a visually engaging format.

• Visual storytelling: It employs compelling imagery and design elements to showcase branding expertise.
• Narrative flow: The deck's structure tells a cohesive story, guiding clients through the proposed solutions.

Interactive elements: It engages clients with clickable features for a more interactive experience.

Dark theme consulting pitch deck

InnovateX's pitch deck showcases their innovative consulting solutions with a blend of modern features, including a video cover and easy-to-personalize content.

• Narrator slide: The deck directs the reader's attention effectively, ensuring key points are highlighted through guided narration.
• Video on the cover: It captures attention immediately with a dynamic video introduction.

Dynamic personalization: It features the ability to add dynamic variables, creating a customized experience for each client.

Modern consulting pitch deck

For(k)Co Consulting's pitch deck addresses modern business challenges with a fresh, dynamic approach, utilizing cutting-edge design and interactive features.

• Analytics panel access: It provides valuable insights into how the deck is being interacted with by clients.
• Responsive design: The deck ensures a seamless viewing experience across various devices and screen sizes.
• AI-assisted content and image generation: It utilizes AI tools to create compelling, relevant content and visuals, enhancing the overall impact of the presentation.

Light mode consulting proposal deck

This consulting pitch deck template is your go-to resource for showcasing your consulting skills. It's crafted to give a straightforward rundown of your services, project details, and how it benefits your client.

• Clear timeline and budget details: The deck comes with easy-to-follow sections for the project's schedule and budget, making everything about the project clear and upfront.
• Project snapshot: It includes a comprehensive summary that quickly covers the project's scope, cost, and timeline, so you get the big picture at a glance.
• Eye-catching visuals: Neat visuals like icons and charts make the deck more informative, but also engaging and easy to read.

How to write a consulting pitch deck?

A lot of people think that just slapping their details on a McKinsey-style consulting deck template is a golden ticket to winning clients. But it's not just about the format; it's about how you tell your story.

Your deck should be a narrative that showcases your unique solutions and how they align with your client's needs. Let's dive into the key elements that will transform your consulting pitch deck from a simple presentation to a powerful tool for landing deals.

1) Understand your audience

Start by thoroughly understanding your client's industry, challenges, and goals. This knowledge allows you to tailor your pitch deck to address their specific needs, making your message resonate more effectively.

2) Ghost out the story

In his book “Strategic Storytelling: How to Create Persuasive Business Presentations”, Dave McKinsey recommends “ghosting out” your story on paper before jumping into creating slides on a computer.

This involves sketching a rough draft of your presentation, focusing on the narrative flow and key points. Sketch each slide’s main point, including any graphs or tables that support your argument.

Ghosting out your presentation before creating it digitally helps in maintaining focus on the story and the logical flow of information. It prevents getting sidetracked by design elements early on and ensures that the content drives the structure of the presentation.

3) Focus on clarity

Your pitch deck should communicate your ideas clearly and concisely. Avoid industry jargon and complex language. The aim is to make your message accessible and easily digestible for your audience.

4) Differentiate your services

Clearly articulate what sets your consulting services apart. This could be your unique methodology, your proven track record, or your specialized expertise. Ensure this unique value proposition is evident in your pitch deck.

Here's a great example of a unique value proposition slide:

5) Maintain logical progression

Ensure your pitch deck has a logical flow. Start with an introduction, followed by the problem statement, your proposed solution, the benefits, and finally, a strong call to action.

This structured approach helps maintain the audience's attention and guides them through your narrative.

6) Back your claims with data

Incorporate data and analytics to support your recommendations. Use data visualization tools to present complex data in an easily digestible format.

This not only adds credibility to your pitch but also helps in making a stronger case to your clients.

Here's a great example of a data visualization slide:

7) Narrate a compelling story

Your pitch deck should tell a story. It should connect the dots between the client's needs and your services. Use real-world examples, case studies, or hypothetical scenarios to illustrate how your services can solve their problems.

The SCR framework is a narrative structure often used to create persuasive presentations. Originally developed by Barbara Minto at McKinsey, it is an adaptation of the classic storytelling arc to the context of business communications.

This is where you set the stage. In the context of a consulting pitch, the situation describes the current environment or context in which your client operates.

It could include market dynamics, recent changes in the industry, or the client's current position in the market.

The situation is the "once upon a time" of your story – it establishes the baseline from which everything else will deviate.

Complication

This element introduces a challenge or problem. In a business presentation, this could be an emerging competitive threat, a change in customer behavior, regulatory changes, internal inefficiencies, etc.

The complication disrupts the status quo and creates a sense of urgency or need for change. It's the pivot point that moves the narrative from a simple description of the current state to a narrative about addressing a challenge or seizing an opportunity.

The resolution offers a solution to the complication. In a consulting pitch, this would be your proposed strategy, solution, or action plan to address the identified challenges.

The resolution should be clear, actionable, and directly tied to the complication you've outlined. It's the climax of your story, providing a satisfying conclusion to the narrative arc you've constructed.

8) Guide the next steps

Finish your pitch deck with a clear and straightforward call to action. This could be as simple as inviting them to schedule a follow-up meeting, requesting a detailed proposal, or even visiting your website for more information.

The key is to make this next step effortless and actionable, increasing the likelihood that your clients will engage further. An easy-to-follow call to action not only prompts immediate response but also keeps the momentum of your pitch going.

Here's an example of a next step slide:

How to design a consulting pitch deck?

Crafting the design of a consulting pitch deck is like setting the stage for your story. It's not just about filling slides with content; it's about creating a visual journey that captures and holds your audience's attention.

In a world where first impressions are crucial, your pitch deck design can be the deciding factor between capturing a client's interest or losing it.

Let's dive into the key design strategies that can transform your pitch deck into a compelling and visually engaging narrative.

1) Enhance user experience

Adopt a scroll-based design for a seamless and intuitive user experience. This approach allows your audience to easily navigate through your consulting pitch deck, much like scrolling through a webpage.

It's particularly effective for digital presentations, ensuring that your content flows smoothly from one point to the next.

Here's what scroll-based design looks like:

2) Adapt to all devices

Ensure your pitch deck is responsive and looks great on any device, whether it's a laptop, tablet, or smartphone. In today's mobile-first world, a responsive design is crucial for accessibility and convenience.

Here's an example of a mobile-responsive deck:

3) Engage with interactivity

Incorporate interactive elements like clickable tabs, embedded videos, or expandable sections.

These features not only make your pitch deck more engaging but also allow clients to interact with the content, making the experience more memorable and personalized.

Here's a great example of an interactive slide:

4) Tailor the content to your audience

Customize your pitch deck to reflect your client's brand and specific needs. Use their brand colors, logos, or any relevant imagery.

Personalized content shows that you've put thought into understanding their brand, making your pitch deck more relatable and impactful.

Here's a great example of a personalized deck:

5) Maintain a cohesive look

Ensure your pitch deck reflects your own brand identity consistently. Use your brand colors, fonts, and logos throughout the deck. Consistent branding not only looks professional but also helps in building your brand recognition.

Using an interactive pitch deck creator , you can automatically extract branding information from any website and apply it to your deck.

Here's an example of a branded deck:

6) Focus on readability

Use a clean and organized layout with plenty of white space. Avoid cluttering your slides with too much text or too many visuals. A clean layout helps in keeping the focus on your key messages and makes the content easier to absorb.

Interactive consulting pitch deck templates

Starting from scratch to create a consulting pitch deck requires not only time and effort but also a keen eye for design and storytelling.

Interactive consulting pitch deck templates save you time on design and layout, letting you focus on customizing the content to your specific audience.

These templates are also designed with best practices in mind, ensuring that your pitch deck ticks all the boxes while standing out.

Grab one and see for yourself.

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Table of contents

Consulting firms like McKinsey, Bain, and BCG are notoriously secretive about both their clients and their slide decks.

Even so, there are a few publicly available McKinsey slides floating around the internet that can be fun to look at and get inspired by. For your convenience, we’ve rounded them up here and divided them into categories, along with short summaries of each deck.

But be warned: Many of the decks are older and for external purposes like presentations for industry conferences or extracts of McKinsey Global Institute reports. 

You can find similar lists of presentations for Bain here and BCG here .

If you want to see some recent real-life consulting slides used with corporate clients, go to our templates to get specific full-length case examples related to each topic.

Full list of available presentations:

Client projects:

• McKinsey - Helping Global Health Partnerships to increase their impact: Stop TB Partnership (2009)
• McKinsey - USPS Future Business Model (2010)
• McKinsey - Capturing the full electricity efficiency potential of the U.K. (2012)
• McKinsey - Modelling the potential of digitally-enabled processes, transparency and participation in the NHS (2014)
• McKinsey - Refueling the innovation engine in vaccines (2016)
• McKinsey - Lebanon Economic Vision - Full Report (2018)

Industry reports/market overviews:

• McKinsey - The changed agenda in the global sourcing industry: perspectives and developments (2009)
• McKinsey - What Makes Private Sector Partnership Works: some learnings from the field (2011)
• McKinsey - The Internet of Things and Big Data: Opportunities for Value Creation (2013)
• McKinsey - Laying the foundations for a financially sound industry (2013)
• McKinsey - Manufacturing the Future: The Next Era of Global Growth and Innovation (2013)
• McKinsey - Insurance trends and growth opportunities for Poland (2015)
• McKinsey - Challenges in Mining: Scarcity or Opportunity? (2015)
• McKinsey - Restoring Economic Health to the North Sea (2015)
• McKinsey - How will Internet of Things, mobile internet, data analytics and cloud transform public services by 2030? (2015)
• McKinsey - Overview of M&A, 2016 (2016)
• McKinsey - Five keys to unlocking growth in marketing’s “new golden age” (2017)
• McKinsey - Using Artificial Intelligence to prevent healthcare errors from occurring (2017)
• McKinsey - Digital Luxury Experience (2017)
• McKinsey - Technology’s role in mineral criticality (2017)
• McKinsey - The future energy landscape: Global trends and a closer look at the Netherlands (2017)
• McKinsey - European Banking Summit 2018 (2018)
• McKinsey - Current perspectives on Medical Affairs in Japan (2018)
• McKinsey - Investment and Industrial Policy: A Perspective on the Future (2018)
• McKinsey - Moving Laggards to Early Adopters (Maybe even innovators) (2018)
• McKinsey - Digital and Innovation Strategies for the Infrastructure Industry (2018)
• McKinsey - The Future of the Finance Function –Experiences from the U.S. public sector (2019)
• McKinsey - New horizons in transportation: mobility, innovation, economic development and funding implications (2020)
• McKinsey - Accelerating hybrid cloud adoption in banking and securities (2020)
• McKinsey - COVID-19 - Auto & Mobility Consumer Insights (2020)
• McKinsey - Race in the workplace: The Black experience in the U.S. private sector (2021)
• McKinsey - The top trends in tech - executive summary download (2021)
• McKinsey - Women in the Workplace (2022)
• McKinsey - Global Hydrogen Flows: Hydrogen trade as a key enabler for efficient decarbonization (2022)
• McKinsey - McKinsey Technology Trends Outlook 2022 (2022)
• McKinsey - Global Economics Intelligence; Global Summary Report (2023)
• McKinsey - Fab automation - Artificial Intelligence (date unknown)

McKinsey Global Institute reports (McKinsey’s business and economics research arm):

• McKinsey - Context for Global Growth and Development (2014)
• McKinsey - Perspectives on manufacturing, disruptive technologies, and Industry 4.0 (2014)
• McKinsey - From poverty to empowerment: India’s imperative for jobs, growth and effective basic services (2014)
• McKinsey - Attracting Responsible Mining Investment in Fragile and Conflict Affected Settings (2014)
• McKinsey - A blueprint for addressing the global affordable housing challenge (2015)
• McKinsey - Jobs lost, jobs gained: Workforce transitions in a time of automation (2017)
• McKinsey - Reinventing Construction: A Route To Higher Productivity (2017)
• McKinsey - Outperformers: High-growth emerging economies and the companies that propel them (2018)

Miscellaneous projects:

• McKinsey - How companies can capture the veteran opportunity (2012)
• McKinsey - The Five Frames – A Guide to Transformational Change (date unknown)

Helping Global Health Partnerships to increase their impact: McKinsey (2009)

54 page pre-read deck for a board meeting during a longer project. Describes project overview, key findings from current phase, as well as next steps. Detailed and systematic walk-through. Good inspiration for : How to divide a project into relevant phases. Presenting detailed findings for different areas and summarizing these in suggested next steps for each area.

Download the presentation here.

USPS Future Business Model (2010)

39 page deck describing the recent context and base case going forward for USPS, as well as potential change levers and what is required to change course short term. Good inspiration for: Structuring a coherent strategy document with a clear storyline.

Capturing the full electricity efficiency potential of the U.K. (2012)

61 page main deck + 68 page appendix covering a full analysis and recommendations for becoming more energy efficient. Appears to have been prepared for the UK government. Excellent deck with many good slide designs and the full end-to-end storyline from baseline calculation to potential efficiency measures to barriers to prioritization and recommendations of measures to take. Good inspiration for : Creating a full report of a project analysis and recommendations based on that analysis. Presenting data in clear slides. Presenting and analyzing potential measures systematically.

Modelling the potential of digitally-enabled processes, transparency and participation in the NHS (2014)

3 page deck + 13 page appendix describing the context, methodology, and outcome of a quantitative model to analyze the net benefits of various technology interventions for the NHS. Also includes an analysis of the net opportunities against the ease of implementation, and ends with a recommendation of the four most impactful actions to take. Good inspiration for: Structuring and explaining a quantitative model including drivers and expected impact.

Refueling the innovation engine in vaccines (2016)

40 page discussion document for NVAC as part of a longer project. The deck goes over the state of the industry, challenges to innovation and potential solutions, as well as what role NVAC can play. Good inspiration for: Creating a clear and structured storyline that balances data-heavy slides with verbal/abstract slides.

Industry reports & market overviews:

The changed agenda in the global sourcing industry: perspectives and developments (2009) 35 page dense deck presented at a Global ICT services sourcing conference. Covers the development of the onshore-offshore industry, what it is expected to look like going forward, and the imperatives for management to successfully navigate the future. Good inspiration for: Creating a complete and comprehensive market picture, as well as framing recommendations.

​​What Makes Private Sector Partnership Works: some learnings from the field (2011) 12 page deck describing public-private partnerships around agriculture in Africa. The deck identifies where in the value chain there could be partnership possibilities, as well as examples of successful partnerships and what is needed to succeed. Good inspiration for: Presenting a value chain. Visually representing different partnership models (or other types of models).

The Internet of Things and Big Data: Opportunities for Value Creation (2013) 18 page picture-heavy deck used in an oral presentation around the topic of IoT and big data. The deck first describes IoT’s growth in recent years before moving into how IoT works on a high level and what the possibilities and challenges are.

Good inspiration for: Using quotes to enhance a storyline.

Laying the foundations for a financially sound industry (2013) 17 page deck going over the current financial situation of the global steel industry before briefly touching on the outlook and then discussing possible measures to become more financially stable. Contains a fairly detailed and interesting EBITDA model with different drivers of EBITDA laid out. Presented at a Steel Committee meeting. Good inspiration for: Creating clear graph slides. Visually representing a quantitative model.

Manufacturing the Future: The Next Era of Global Growth and Innovation (2013) 38 page deck covering the current state of US manufacturing and five disruptive trends that are reshaping the industry. Good inspiration for: Summarizing trends and relating them to a specific value chain. Many good graphs and ways of presenting data (both quantitative and qualitative) visually.

Insurance trends and growth opportunities for Poland (2015) 25 page deck covering the status of the Polish insurance market and five main trends shaping the market, as well as a case of a different market and how that has changed. Presented in connection with the Polish Insurance Association. Good inspiration for: Systematically presenting various trends and their expected impact without becoming too monotonous visually.

Challenges in Mining: Scarcity or Opportunity? (2015) 10 page main deck + 30 page appendix describing the current status of mining and how the value chain will potentially change due to new innovations. Presented during World Materials Forum. Good inspiration for: Presenting a value chain in different ways, as well as which areas of the value chain will change/can be innovated.

Restoring Economic Health to the North Sea (2015) 28 page deck used for an oral presentation about the cost increases in the UK oil industry and potential ways to mitigate these. Good inspiration for: Creating a simple and clear storyline with a strong narrative arc that works well for a live presentation.

How will Internet of Things, mobile internet, data analytics and cloud transform public services by 2030? (2015) 15 page fairly high-level deck describing IoT and other digital trends and how they will potentially impact various industries and current ways of doing things. Good inspiration for: Presenting a trend and following with a good example/case study.

Five keys to unlocking growth in marketing’s “new golden age” (2017) 26 page deck going over five main levers to pull in marketing; science, substance, story, speed, and simplicity. Describes each lever in a few slides using mainly images, icons, and other graphics. Good inspiration for: Creating light, image-based slides that still tell a story and get the message across.

Using Artificial Intelligence to prevent healthcare errors from occurring (2017) 25 page dense deck describing how AI/ML (machine learning) is changing industries, the possible use cases in healthcare, and what barriers exists/which key things need to be in place to enable an advanced analytics implementation. Good inspiration for: Showing quantitative potentials for different use cases/levers and summarizing these in a visually clear way. Creating one-pagers on specific use cases.

Digital Luxury Experience 2017 (2017) 24-page support deck for an oral presentation going over three areas of change for the luxury industry, hosted by a luxury goods umbrella organization. Good inspiration for: Using simple graphs and numbers to illustrate a point.

Technology’s role in mineral criticality (2017) 28 page deck first describing some overall technology trends and how they may impact the minerals industry including potential opportunities. Then going into productivity issues in mining and potential fixes, as well as a deep dive into two commodities. Presented at the World Materials Forum. Good inspiration for: Presenting complex data on relatively simple slides and making the message visually clear.

The future energy landscape: Global trends and a closer look at the Netherlands (2017) 38 page graph-heavy deck describing the current energy landscape and three major trends expected to impact it going forward, as well as how it specifically applies to the Netherlands. Presentation to the Dutch financial sector. Good inspiration for: Different ways of presenting numbers and graphs in clear, compelling visuals.

European Banking Summit 2018 (2018) 10-page deck going over the status of European capital markets, particularly concerning the US. Mainly focused on current numbers, not a lot on the path forward. Good inspiration for: Making classic consulting-style graph slides.

Current perspectives on Medical Affairs in Japan (2018) 20 page deck covering the current status and trends impacting Medical Affairs in Japan, as well as four priorities for leadership going forward. Good inspiration for: Creating divider slides that also function as executive summaries.

Investment and Industrial Policy: A Perspective on the Future (2018) 16-page main deck + 7-page appendix describing the rise of globalization, its impact on economic growth, and recommendations for policy-makers. Fairly high-level, although with some good data slides. Presented as part of a panel discussion at the UNCTAD Trade And Development Board. Good inspiration for: Creating visually clear data-heavy slides. Condensing a potentially long storyline into a few key slides.

Moving Laggards to Early Adopters (Maybe even innovators) (2018) 18 page word-heavy deck used in an oral presentation on the topic of digitalization in manufacturing. Covers the challenges of digital manufacturing, then goes over survey output from the industry, before ending with three recommendations for businesses. Good inspiration for: Presenting verbal findings and recommendations in simple slides with icons.

The Future of the Finance Function –Experiences from the U.S. public sector (2019) 14 page deck used in an oral presentation for a government finance function conference. The deck goes over what challenges CFOs etc. face in the current environment and five ways to move from transaction to value management going forward. Good inspiration for: Presenting different levels of maturity of a given function and supporting this with data.

Fab automation - Artificial Intelligence (date unknown) 17 page deck discussing the potential for AI in the semiconductor industry by first describing what AI is, then how it applies to fab, and finally what is required to unlock that potential. Good inspiration for: Creating different types of slide designs that balance text and numbers to avoid a monotonous or boring storyline.

McKinsey Global Institute reports:

Context for Global Growth and Development (2014) Sub-title: Extracts from McKinsey Global Institute research for UN Session on “Financing for global sustainable development”. 11-page deck focusing mainly on key findings from a longer research report put out by McKinsey Global Institute. Good inspiration for: Creating different slide designs for graphs and numbers.

Perspectives on manufacturing, disruptive technologies, and Industry 4.0 (2014) 17-page slightly ad hoc deck with extracts of a longer report put out by the McKinsey Global Institute on manufacturing. Goes over why manufacturing is important, how the boundaries of industry and services are blurring, how digital manufacturing is growing, and finally where governments can support from a policy perspective. Good inspiration for: Different slide designs and presenting data in a visually appealing and clear way.

From poverty to empowerment: India’s imperative for jobs, growth and effective basic services (2014) 13-page deck + 8-page appendix going over India’s poverty issues and potential change levers. Extract of a longer report put out by the McKinsey Global Institute. Good inspiration for: Creating clear and compelling quantitative slides in different formats.

Attracting Responsible Mining Investment in Fragile and Conflict Affected Settings (2014) 8 page deck describing the development of resource-driven countries and six dimensions for governments to focus on to realize the full potential going forward. Extract from a longer report put out by the McKinsey Global Institute. Good inspiration for: Creating a short and to-the-point storyline following the SCQA framework (situation-complication-question-answer), although the “Q” is implied.

A blueprint for addressing the global affordable housing challenge (2015) 49 page deck going into first what the affordable housing challenge looks like in numbers, followed by levers to narrow the affordability gap. The deck is a summation of a longer report put out by the McKinsey Global Institute. Good inspiration for: Illustrating change levers and their quantitative impact, both collectively and separately.

Jobs lost, jobs gained: Workforce transitions in a time of automation (2017) 16-page deck going over how automation and computers have historically affected jobs, and what potential impact it will have in the future. Summary of a longer report put out by the McKinsey Global Institute. Good inspiration for: Creating data-heavy slides. Keeping the storyline simple and to-the-point.

​​Reinventing Construction: A Route To Higher Productivity (2017) 14-page deck describing the current state of construction, in particular productivity, before briefly going over seven potential improvement areas and how government intervention might help. Very high-level deck summarizing a longer report by the McKinsey Global Institute. Good inspiration for: Using an agenda or divider slide actively to both summarize and outline the storyline.

Outperformers: High-growth emerging economies and the companies that propel them (2018) 16-page deck describing the main highlights of a research report by McKinsey Global Institute on high-growth emerging economies. The deck first goes over the data on how these economies are performing, followed by the proposed reasons why, and the outlook going forward. Good inspiration for: Creating different graph-heavy slide designs.

How companies can capture the veteran opportunity (2012)

34-page main deck + 12 page appendix going into how employers can leverage veteran talent. The document is divided into three main sections; 1) what is the business case for hiring veterans, 2) what are the best practices are for finding, hiring, onboarding, and retaining veterans, 3) what resources are available to assist employers’ veteran recruiting efforts. Good inspiration for: Systematically presenting an opportunity and how to best leverage that opportunity. Creating slides to show processes and decision trees.

The Five Frames – A Guide to Transformational Change (date unknown)

33-page deck discussing organizational “health” and diving into a five-step approach to transformation. The deck is structured as a kind of simple playbook to use when undertaking e.g. a digital transformation. Good inspiration for: Directly applicable high-level playbook when embarking on a small or large transformation. Structuring a process.

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Complete Go-To-Market (GTM) Strategy Framework with Examples

This guide, written by ex-McKinsey and Bain consultants, teaches you how to craft a go-to-market strategy based on a proven framework.

Jul 13, 2024

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15 Consulting Presentation Examples from Industry Leaders: Bain, Deloitte, and McKinsey

July 17, 2024

Consulting presentations are more than just a collection of slides. They are tools used by consultants to share their findings, insights, and suggestions with clients.

If you’ve reflected on –

• What sets apart a consulting presentation from a regular one?
• How do top consultants manage to convey complex information in a clear and compelling manner?

Then you’re in the right place.

These presentations play an important role in decision-making and organizational changes.

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What is a Presentation?

A presentation is a way of sharing information. You can use it in different settings, such as group discussions, meetings, or when you’re explaining something to your team. It could be a demonstration, a talk, a lecture, or a speech. It’s usually set up to share information systematically to an audience.

The aim is to share information effectively with listeners. It should be interesting, easy to understand, and convincing. It’s an important skill in many fields, such as business, teaching, science, and public speaking.

What is a Consulting Presentation?

A consulting presentation is a document that outlines their findings, analyses, and suggestions for a client. It is typically used as a tool to explain the work in a structured and logical way.

The goal is not just to present information. It is to persuade the client to take action based on the consultant’s suggestions. Therefore, it needs to be clear, impactful, and based on solid data and analysis.

15 Examples of Consulting Presentation

Here are 15 examples of consulting presentations. Let’s explore their unique characteristics and the elements that make them stand out.

The consulting presentation is a detailed financial analysis of NYCHA. It includes the current financial situation and challenges faced by the organization.

The unique element of this presentation is mapping out how to implement recommendations in detail. It includes a timeline, key milestones, and roles and responsibilities.

The presentation is neat and consistent in terms of font and color palette.

2. McKinsey

This consulting presentation talks about the impact of past technologies and potential impact of future technologies on the minerals industry.

The unique elements are detailed case studies on specific commodities and the outline of specific implementation strategies.

It delivers important information that isn’t readily available elsewhere. They used interesting graphics to easily show changes and movements over time.

The white background with simple design minimizes distraction from the key points.

3. Deloitte

This consulting presentation provides a comprehensive analysis of the global, regional (East Africa), and local (Kenya) economic outlook.

The features that stand out in this presentation are a detailed agenda and a list of speakers with their roles.

A specific layout is followed by all the slides of the presentation. The vibrant color palette resulted in vibrant visuals that work well together.

This consulting presentation talks about the scope and the process of the Operational Excellence diagnostic. It includes a detailed discussion on the five opportunity areas and two enablers found by the Operational Excellence Steering Committee.

It provides a detailed timeline of the Steering Committee meetings, which is not commonly seen in many presentations.

The presentation layout is neat and uncluttered. The typography and colors are consistent throughout.

5. Accenture

The consulting presentation includes a detailed analysis of intelligent operations. It discusses the importance, components, implementation steps, and benefits of the concept.

The presentation talks about the five essential components of intelligent operations (Innovative Talent, Data-Driven Foundation, Applied Intelligence, Leveraging the Power of the Cloud, and a Customer-First Approach) and the role of each of these components in creating it. It provides a clear roadmap for businesses looking to implement these operations.

The consistent use of the same colors and typography keeps the presentation harmonious.

6. Alvarez & Marsal

The consulting presentation provides a thorough list of distressed credits.

This list includes a wide range of details (the company name, country, sector, debt instrument, maturity, total debt, percentage of total debt, EBITDA, and debt/EBITDA) that is not commonly seen in presentations.

Another unique element of this presentation is the forward-looking view of the situation presented here.

Every slide includes the company logo. Although a small detail, it builds brand affinity and familiarity.

7. Roland Berger

This consulting presentation is an analysis of the supply chain risks associated with the Lithium-Ion battery market. It discusses the impact of recycling in mitigating supply chain risks and provides insights into risk mitigation strategies.

It discusses the role of different stakeholders (including OEMs, cell and CAM suppliers, mining companies, and legislators) which serves as a unique feature.

The most unique element here is the slide design on a dark background. The color palette consists of various tones of blue and gray that compliment the background perfectly.

The consulting presentation is about project management and its importance.It includes a brief profile of the presenters, outlining their experience and expertise. This provides credibility to the presentation.

It lists out the warning signs of a failing project. This is a unique element as it provides valuable insights into the common pitfalls in project management.

Another unique element is the section with key takeaways towards the end.

The color palette, typography and visuals catches attention and highlights key points.

9. Strategy&

This consulting presentation talks about powertrain technologies in detail, including their advantages, disadvantages,techno-economic characteristics etc.

The unique element here is the TCO (Total Cost of Ownership) analysis for different powertrain technologies. It also includes the effect of selected opportunities and threat

Detailed market outlook, including sales projections and market diffusion, is not commonly found in many presentations either.

The infographics are visually appealing and add value to the presentation

The consulting presentation provides a thorough report on the impacts of COVID-19 on various sectors of Australia.

The report uses a unique framework. It is based on a wide range of public data and targeted consultation, making it a reliable source of information.

The report does not only include the opportunities, challenges, and current impacts. It also talks about how it could affect the future. It is an unique element that provides valuable insights in the infrastructure sector.

The presentation design is simple, precise and consistent. That makes it easy to understand.

11. Booz Allen Hamilton

This presentation design is a detailed investor presentation for Booz Allen.

The most unique feature of this presentation is the company history illustrated as a timeline. This is a great way of establishing brand credibility.

With a clean and consistent layout and muted colors, this presentation design showcases a professional approach.

This consulting presentation is a report of ICOs, including their performance, the reasons for their success or failure, and the trends that have emerged.

The report includes key takeaways and an outlook for the future. This unique feature provides valuable insights for investors and other stakeholders in the ICO market.

Discussing the methodology is another unique feature of the report.

The simple presentation design looks neat and keeps the focus on the data.

13. Oliver Wyman

The consulting presentation gives fundamental facts and recommendations for corporate leaders as an effect of covid-19.

The table of contents (ToC) of this consulting presentation do not just mention the various sections. It also has a list of key topics and a brief summary of that section. It is a unique element.

Another unique element is the executive summary. It is written in a table format and includes the unknown facts along with the known ones.

The variety in colors and typography add visual interest to the presentation.

14. AT Kearney

This consulting presentation discusses the specific impact of COVID-19 on Turkey. It especially talks about economy in terms of sectors like, tourism, automotive, and textile.

It provides a customized actionable plan for business owners. This approach adds a unique and personal touch to the presentation.

The presentation design includes multiple visual elements, such as graphics, flat icons etc to make it more accessible to everyone. The consistent color palette throughout makes it even more appealing.

This consulting presentation offers advice and tools to audit committees to enhance their skills and understanding.

It includes a unique communications network diagram that shows the interaction between different entities (the listed company, institutional investors, sell-side analysts, and media).

It highlights key areas. This unique feature provides insight into the areas that are important for clients to understand and consider.

The presentation deck is basic and has a professional approach.

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A well-built presentation can be very effective. Consulting presentations are about organizing your message, explaining complex details simply, and convincing your audience effectively. They guide decision-making and motivate action.

Consulting presentations reflect the consultant’s understanding, analytical abilities, and capability to provide practical solutions.

The main goal of a consulting presentation is to be of value to your client. Concentrate on their requirements, clearly present your findings, and make suggestions that result in significant improvement.x

Frequently Asked Questions (FAQs)

What is a presentation.

A presentation is a method of communicating information, ideas, or findings to an audience. It’s often a speech or lecture accompanied by visual aids such as slides, charts, or videos. The goal is to inform, educate, persuade, or share insights on a particular topic.

Who is the target audience for a consulting presentation?

The target audience for a consulting presentation usually includes decision-makers and stakeholders in a business. This could be executives, managers, team leaders within a company. Sometimes, it can also include employees, shareholders, or even clients and potential investors.

What are the key objectives of a consulting presentation?

The key objectives of a consulting presentation include:

• Communicating findings and insights from a analysis of the client’s situation or problem.
• Providing tailored, practical recommendations for improvement.
• Persuading the audience of the value and feasibility of these recommendations.
• Creating a dialogue for further discussion and refinement of the proposed solutions.
• Building a roadmap for implementation, including next steps and potential challenges.

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The Consulting Pitch Deck Guide + 2024 Update (Best Consulting Presentation Examples & Template)

July 3, 2024

Presentation and Pitch Expert. Ex Advertising.

$100mill In Funding. Bald Since 2010.

So you want to create a consulting pitch deck (or just deck in short), to win that next client? Raising funding for your consultancy? Or maybe you’re just trying to present the latest campaign results to your clients and brighten their day?

The last might be impossible but making a good consulting pitch deck isn’t and this article will help you create one.

Don’t worry, you won’t be making it from scratch.

I’m Viktor, a  pitch deck expert ,  presentation expert , and burger lover. My work has helped my clients win 100s of pitches and helped 100+ companies develop decks that are currently helping them raise investments and close deals.

I’ve personally worked with an Ex-Bain consultant and helped him develop a deck for his company.

This guide specifically aims at helping you understand what a consulting pitch deck is and how you can create one.

Let’s dive in.

Just In:  Personal Consulting Pitch Deck Case Study.  Find out how we helped Inflection Point Partners build an investor ready deck.

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Let me develop an investor ready deck by using my hands-off approach, which includes: market research, copy, design, financials, narrative and strategy.

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What is a Consulting Pitch Deck?

A consulting pitch deck is a presentation that provides an overview of a consultant’s services, capabilities, and qualifications. It is used to explain why the consultant is the best choice for a particular project or engagement.

The deck typically includes slides highlighting the consultant’s experience, portfolio of past projects, qualifications, fees and other details that can help clients make an informed decision. It should be concise and easy to understand so it can be quickly referenced and reviewed by clients when making their decision.

What Is The Goal Of A Consulting Pitch Deck?

The goal of a consulting pitch deck is to make sure that potential clients are aware of all the details about the services the consultant can provide so they are comfortable enough to hire them for their project.

What Does It Take To Get the Key Points in Your Consulting Pitch Deck

To make your consulting pitch deck effective and persuasive, it is important to identify the key points of your proposal. You will need to gather relevant information and evidence in order to make a compelling argument that will convince your potential clients.

This could include market research, case studies, testimonials, financial projections and any other relevant data that can be used to show the value of your services. It is also important to ensure that the presentation of this information is clear and easy for your audience to understand.

Additionally, you should practice delivering the presentation before presenting it so you can be confident in delivering it effectively. With all these elements in place, you should have the necessary components for an effective consulting pitch deck.

Essential Slides for a Consulting Pitch Deck

A consulting pitch deck should be tailored to the client’s specific needs. It should include slides that provide an overview of the company, its services and capabilities, a description of the team and their qualifications, success stories from previous engagements, as well as a financial analysis of how the company can help them achieve their goals.

Additionally, some essential slides to include in any consulting pitch deck are slides that focus on the problem or opportunity being addressed, a timeline for implementing solutions, unique features or advantages over other firms in the same market space, competitive analysis of potential solutions, and a summary slide highlighting key points.

All this will ensure that your pitch is comprehensive enough to adequately demonstrate why your firm is the best choice for their needs.

How to Get a Winning Pitch Deck for Your Consulting Presentation

A winning pitch deck for your consulting presentation requires careful planning and preparation. Start by researching the topics you plan to cover in the presentation, as well as the industry and target audience.

Once you have a clear understanding of what needs to be discussed, create a draft outline for your presentation. Your pitch deck should include visual aids such as graphs, charts, and images that help support your points.

Additionally, make sure to include a summary of key takeaways from the presentation so that audiences can remember the most important points. 

Finally, practice delivering your presentation to ensure that it is engaging and persuasive. With these tips, you can create an effective pitch deck for your next consulting presentation.

Consulting Pitch Deck Presentation Examples

Consulting pitch deck presentation examples are a great way to learn how to create an effective, professional presentation. A good example should include slides that focus on the key points of your business strategy, mission statement, and target market. It should also include visuals that can help draw attention to the most important aspects of your pitch.

Below you can find an example of consulting pitch deck that meet these requirements and might help you in getting the impression in regards to what a consulting pitch deck presentation might look like:

Making Data and Digital Technology Work For Tech CMOs

CMOs of IT companies are at a significant edge when it comes to utilizing data and digital technologies to enhance business outcomes. PwC’s goal is to change the focus of digital marketing from clicks and views to the development of customer experiences that provide profitable business outcomes.

This is just another superb illustration of a presentation that was conducted well. Slides 15–18 additionally include a real-world case study that offers step-by-step specific guidance.

Many presentations include facts and recommendations without providing any justification. Remember that highlighting your successes and client endorsements will increase your reputation.

You can check the whole presentation at the following link:

Hypothetical Pitch Deck Ideas To Inspire You

My favourite part of any article – sharing some of my drawer ideas to help you build your next consulting deck and business. Feel free to “borrow” them too.

1. GreenTech Consulting

Slide 1: Introduction

• Logo of GreenTech Consulting
• Tagline: “Pioneering Sustainable Business Solutions”

Slide 2: Problem Statement

• Statistics on environmental degradation caused by businesses
• Quote: “The future of business is green.”

Slide 3: Our Solution

• Offer sustainable business models
• Implement green technologies in existing businesses
• Reduce carbon footprint and waste

Slide 4: Market Analysis

• Size of the green technology market
• Potential growth rate
• Target industries: Manufacturing, Retail, IT

Slide 5: Services Offered

• Carbon footprint analysis
• Green tech implementation
• Waste management solutions

Slide 6: Case Study

• Before-and-after scenario of a manufacturing company that adopted our solutions

Slide 7: Team

• Photos and brief bios of key team members

Slide 8: Financial Projections

• Revenue, profit, and growth projections for the next 5 years

Slide 9: Ask

• Seeking $500,000 investment for market expansion and R&D

2. EduTech Consultin g

• Logo of EduTech Consulting
• Tagline: “Revolutionizing Learning with Technology”
• Challenges in traditional education systems
• Need for technology integration in schools
• Implementing modern EdTech solutions in schools
• Training educators to use technology effectively
• Number of schools without EdTech solutions
• Potential growth in the EdTech sector
• EdTech tool integration
• Teacher training workshops
• Virtual classroom setups
• Success story of a school that saw improved student performance after our intervention
• Seeking $300,000 investment for product development and market outreach

3. HealthTech Consulting

• Logo of HealthTech Consulting
• Tagline: “Innovating Healthcare for Tomorrow”
• Inefficiencies in current healthcare systems
• Need for technology-driven healthcare solutions
• Implementing telemedicine solutions
• Integrating AI-driven diagnostic tools
• Potential growth in the HealthTech sector
• Target: Hospitals, clinics, and private practices
• Telemedicine setup
• AI diagnostic tool integration
• EHR (Electronic Health Record) system implementation
• A hospital that reduced patient wait times by 50% after our solutions
• Seeking $750,000 investment for R&D and global expansion

For a template tailored to the layoff consulting services industry, check this article out , or check our emergency aid training pitch deck template .

Consulting Pitch Deck Template

If you’re pitching a consulting service, you need a strong pitch deck to grab the attention of buyers and investors.

The good news is you don’t have to make decks from scratch. Creating an effective consulting pitch deck is all about knowing what slides to include. You can find tons of templates on sites like Canva, Slidesgo, and Google Slides, but none of them will align with the brand you represent.

What will happen is you’ll need to spend hours adjusting these templates to fit your brand guidelines. 

There’s a better way.

My clients have used my written template to craft stellar consulting pitch decks in half the time and designed a deck that secured their new consulting pitch some air time.

Questions That Investors Ask You When Presenting Your Consulting Pitch Deck:

When you present a consulting pitch deck to potential investors, you should be prepared to answer a range of questions that investors typically ask. These questions are designed to assess the viability, potential, and risks associated with the consulting proposal. Here are some common questions that investors might ask:

• Who are the members of your team, and what are their qualifications?
• What previous experience does your team have in this field?
• Why did you decide to start this consulting firm?
• What problem are you solving for your clients?
• How is your solution different or better than existing solutions in the market?
• Who are your main competitors, and what sets you apart from them?
• What is the size of your target market?
• Who are your target clients?
• What is the growth potential of this market?
• How do you plan to monetize your services?
• What are your projected revenues and expenses for the next 3-5 years?
• Do you have any existing clients or pilot projects?
• How do you plan to acquire new clients?
• What is your sales cycle, and how do you plan to shorten it?
• Do you have any strategic partnerships in place?
• How will you scale your operations as you acquire more clients?
• What technology or tools will you use to deliver your services?
• How do you ensure the quality of your services?
• What is your current financial status?
• How much funding are you seeking, and how do you plan to use it?
• What are your key financial metrics and projections for the next few years?
• What are the main risks associated with your consulting business?
• How do you plan to mitigate these risks?
• Have you identified any potential regulatory or legal challenges?
• Do you have an exit strategy in place for investors?
• Are you considering any future mergers or acquisitions?
• Feedback and Iteration
• How have you incorporated feedback from clients or other stakeholders into your business model?
• How do you plan to adapt and evolve based on market feedback?
• Intellectual Property
• Do you have any proprietary methodologies, tools, or technologies?
• How do you protect your intellectual property?
• Cultural and Ethical Considerations
• How do you ensure that your consulting practices align with ethical standards?
• What is your company culture, and how do you plan to maintain it as you grow?

Investors ask these questions to gauge the potential return on their investment, understand the risks involved, and assess the competence of the consulting team.

10 Tips To Help You Craft A More Impactful Consulting Deck

• Start with a Strong Hook: Begin with a compelling story, statistic, or problem statement that grabs the audience’s attention and sets the tone for the rest of the presentation.
• Keep It Concise: Investors and clients have limited time. Aim for a pitch deck that’s around 10-20 slides. Each slide should convey a single, clear message.
• Use Visuals Wisely: A picture is worth a thousand words. Use high-quality visuals, infographics, and charts to convey complex data or concepts. Avoid clutter and ensure each visual enhances understanding.

Hold on. You might want to check my list on the best presentation and communication books. Why?

These are crucial books that will help you improve the design and structure of your decks and presentations, besides improving your delivery and skyrocketing your confidence when facing investors. Check them out below.

• Tell a Story: Structure your pitch deck as a narrative. Start with the problem, introduce your solution, showcase your achievements, and end with your ask. This flow helps keep the audience engaged. To help you improve your narrative, check this selection on the  best books for pitching . The authors have won billions in $ thanks to their ability to create stories when pitching and are sharing their methods with you.
• Know Your Numbers: Be prepared with key financial metrics, market size, and growth projections. Investors will want to see that you’ve done your homework and understand the financial aspects of your business.
• Highlight Your Unique Value Proposition (UVP): Clearly articulate what sets your consulting services apart from competitors. Whether it’s a unique methodology, proprietary technology, or specialized expertise, make sure it stands out.
• Showcase Testimonials and Case Studies: Real-world examples of your work can be powerful. Highlight successful projects, satisfied clients, or significant results you’ve achieved.
• Practice Your Delivery: The content of your pitch deck is crucial, but so is the way you present it. Rehearse your pitch multiple times, refine your delivery, and be prepared to answer questions confidently.
• Design Matters: Ensure your pitch deck is professionally designed with a consistent color scheme, font, and layout. This not only makes your presentation visually appealing but also reinforces your brand identity.
• End with a Clear Ask: Whether you’re seeking investment, a partnership, or a new client, be clear about what you want from the audience. Specify the amount of funding, the type of partnership, or the scope of the project you’re pitching.

What nobody will tell you: Crucial considerations to keep in mind when developing your consulting pitch deck and business

10 insights. These are things no advisor, startup event organizer or coach will tell you for free. We’ve done the research and combined it with our experience to give you these insights with no strings attached.

Market and Industry Analysis in Consulting Pitch Decks

Importance:

• Establishes Credibility : Demonstrating a deep understanding of the market and industry shows potential clients that you are well-informed and capable of providing valuable insights.
• Identifies Opportunities and Threats : A thorough analysis can highlight gaps in the market or emerging trends, positioning your consultancy as forward-thinking and proactive.
• Aligns Solutions with Market Needs : By understanding the market, you can tailor your consulting services to meet the specific needs and challenges of the industry, making your pitch more relevant and compelling.
• Informs Strategic Decision-Making : Insights from the market analysis can guide your strategic approach, ensuring that your pitch aligns with industry realities and client expectations.

Research and Actions to Take:

• Utilize industry reports, market surveys, and competitor analysis.
• Analyze market size, growth trends, and key players.
• Investigate industry benchmarks and performance indicators.
• Stay abreast of emerging trends and technological advancements.
• Use tools like Google Trends and industry-specific databases to gather data.
• Attend industry conferences and webinars for up-to-date insights.
• Perform a SWOT analysis (Strengths, Weaknesses, Opportunities, Threats) of major competitors.
• Understand their service offerings, market positioning, and client feedback.
• Identify areas where your consultancy can offer unique value.
• Tailor your analysis to the specific needs and pain points of potential clients.
• Highlight how your services can address these specific industry challenges.
• Use case studies or examples that demonstrate success in similar market conditions.
• Use clear and concise visuals like charts, graphs, and infographics to present data.
• Ensure that the market analysis is directly linked to your consulting services.
• Provide a narrative that weaves the data into a compelling story about your consultancy’s role in the industry.
• Keep the market and industry analysis current to reflect the latest trends and data.
• Update your pitch deck regularly with new research and insights.

By focusing on these aspects, your consulting pitch deck will not only present a well-rounded understanding of the market and industry but will also demonstrate how your consultancy is uniquely positioned to meet the evolving needs of potential clients. This approach ensures that your pitch is both informative and strategically aligned with your audience’s interests and requirements.

Unique Value Proposition in Consulting Pitch Decks

• Differentiation : In a crowded market, your UVP sets you apart, highlighting why clients should choose your consultancy over others.
• Client Engagement : A strong UVP resonates with potential clients, addressing their specific needs and challenges, and shows how your services provide unique solutions.
• Brand Identity : Your UVP is a reflection of your brand’s ethos and values, which helps in building a trustworthy image.
• Focused Strategy : A clear UVP guides your overall business strategy, ensuring all services and communications are aligned with what makes your consultancy unique.
• Conduct internal assessments to understand your consultancy’s strengths, specialties, and successful case studies.
• Analyze client feedback and testimonials to gauge what clients value most about your services.
• Research your target market to understand the challenges and pain points of potential clients.
• Engage with clients through surveys or interviews to get direct insights.
• Study competitors’ services and UVPs to find gaps or areas where your consultancy can offer something different or better.
• Look for patterns in competitors’ client reviews to identify what clients feel is missing in their services.
• Merge your unique strengths with client needs to formulate a UVP that is both true to your consultancy and appealing to your target market.
• Keep your UVP concise, clear, and compelling. Avoid jargon and make it easily understandable.
• Feature your UVP prominently in your pitch deck, preferably at the beginning to set the tone.
• Use real-world examples or case studies to illustrate your UVP in action.
• Align the design and tone of your pitch deck with the message of your UVP to create a cohesive narrative.
• Ensure that all aspects of your pitch deck, from the market analysis to the service offerings, reinforce your UVP.
• Train your team to understand and communicate the UVP effectively in client interactions.

By diligently crafting and integrating a UVP into your consulting pitch deck, you not only establish a unique market position but also create a strong connection with your potential clients. Your UVP becomes the foundation of your pitch, guiding how you present your services, approach client problems, and differentiate yourself in the competitive consulting landscape.

Client Pain Points and Solutions in Consulting Pitch Decks

• Client-Centric Approach : Directly addressing client pain points shows that your services are tailored to meet their specific needs, enhancing the relevancy of your pitch.
• Building Trust and Credibility : Demonstrating an understanding of the client’s challenges and offering concrete solutions establishes your credibility and builds trust.
• Effective Problem-Solving : By focusing on solutions, you position your consultancy as a problem solver, essential for building long-term client relationships.
• Competitive Edge : Showcasing your ability to identify and solve unique client issues can set you apart from competitors who may offer more generic services.
• Conduct market research to understand common challenges in the client’s industry.
• Use client testimonials, case studies, and feedback to identify specific pain points.
• Engage in direct communication or surveys with potential clients to gather firsthand insights.
• Develop tailored solutions that directly address the identified pain points.
• Use a consultative approach to modify these solutions based on individual client needs.
• Back up your solutions with data, statistics, and relevant case studies that demonstrate their effectiveness.
• Use before-and-after scenarios to showcase the impact of your solutions.
• Begin with a section that empathizes with client challenges, showing you understand their situation.
• Follow with a dedicated section outlining your tailored solutions.
• Use clear, compelling visuals to illustrate how your solutions work in practice.
• Highlight the benefits of your solutions in terms of ROI, efficiency, and other metrics important to the client.
• Use simple, jargon-free language to ensure your solutions are easily understood.
• Continuously gather feedback on your solutions and adjust your approach as necessary.
• Keep abreast of industry changes to ensure your solutions remain relevant and effective.

By focusing on client pain points and solutions, your consulting pitch deck becomes a powerful tool for demonstrating your understanding of the client’s world and your ability to provide valuable, customized solutions. This approach not only addresses the client’s immediate concerns but also positions your consultancy as a strategic partner for their long-term success.

Data Visualization and Storytelling in Consulting Pitch Decks

• Clarity and Engagement : Effective data visualization simplifies complex data, making it easier for clients to grasp key points and stay engaged.
• Narrative Power : Storytelling connects the dots between data points, helping clients understand the ‘why’ behind your recommendations.
• Memorable Presentations : Stories and visuals are more likely to be remembered than plain text or raw data, making your pitch more impactful.
• Building Credibility : Well-executed data visualizations and narratives demonstrate professionalism and a thorough understanding of the subject matter.
• Deep dive into the data to understand its implications fully.
• Identify key metrics and trends that are most relevant to your client’s challenges and goals.
• Select data visualization formats that best represent your data (e.g., bar graphs for comparisons, line charts for trends).
• Use tools like Tableau, Microsoft Excel, or Adobe Illustrator for creating professional visuals.
• Develop a storyline that links your data points in a logical and engaging manner.
• Ensure the story aligns with your client’s needs, highlighting how your data-driven insights can benefit them.
• Combine visuals and narrative in your pitch deck to create a cohesive and compelling presentation.
• Use visuals to punctuate key points in your story, guiding the client through the narrative.
• Avoid clutter and overly complex visualizations that can confuse the audience.
• Use clear, concise language to accompany visuals and explain your story.
• Rehearse your presentation to ensure the story flows smoothly and your points are clearly conveyed.
• Seek feedback from colleagues or mentors and refine your approach accordingly.

By effectively using data visualization and storytelling in your consulting pitch deck, you can create a presentation that not only informs but also persuades and engages your audience. This approach turns abstract data into relatable, understandable, and actionable insights, greatly enhancing the impact of your pitch.

Financial Projections and Business Models in Consulting Pitch Decks

• Demonstrating Viability : Accurate financial projections show that your consultancy has a viable, sustainable business model.
• Building Credibility and Trust : Presenting well-thought-out financials and a robust business model establishes credibility with your clients and investors.
• Guiding Strategic Decisions : Financial projections and business models help in making informed strategic decisions, crucial for long-term success.
• Setting Expectations : They provide a clear picture of expected outcomes and growth, aligning expectations between your consultancy and clients or stakeholders.
• Use historical data, market analysis, and industry benchmarks to inform your projections.
• Include revenue forecasts, expense estimates, cash flow projections, and profitability analysis.
• Be conservative in your estimates to avoid overpromising.
• Clearly define how your consultancy creates, delivers, and captures value.
• Include your revenue streams, pricing strategy, cost structure, and value proposition.
• Utilize tools like Excel or specialized financial modeling software to create detailed and accurate financial models.
• Ensure your models are flexible to account for different scenarios or assumptions.
• Use charts and graphs to make your financial data more accessible and understandable.
• Highlight key figures and trends that are most relevant to your pitch.
• Show how your financial projections align with your market analysis and strategic planning.
• Explain how market trends and competitive dynamics influence your financial outlook.
• Regularly update your financial projections and business model to reflect market changes and new business insights.
• Be prepared to discuss how and why your projections or model might evolve over time.

By effectively integrating Financial Projections and Business Models into your consulting pitch deck, you demonstrate not only a deep understanding of your consultancy’s financial health but also a strong strategic foundation. This approach assures potential clients and investors of your consultancy’s potential for success and growth, underlining the professionalism and foresight of your business approach.

Competitive Analysis in Consulting Pitch Decks

• Understanding Market Position : It helps in identifying where your consultancy stands in relation to competitors, highlighting your unique strengths and areas for improvement.
• Differentiating Your Services : A well-conducted analysis can showcase how your consulting services are distinct from others in the market, which is key to attracting clients.
• Identifying Market Trends : Understanding competitors’ strategies and performance can reveal broader market trends and client preferences, guiding your strategic decisions.
• Informed Strategy Development : Insight into competitors’ strengths and weaknesses allows you to develop more targeted and effective business strategies.
• Determine who your direct and indirect competitors are within your niche.
• Consider both established firms and emerging players in the consulting field.
• Examine their service offerings, pricing models, marketing strategies, and client reviews.
• Utilize tools like SWOT analysis to assess competitors’ strengths, weaknesses, opportunities, and threats.
• Use industry reports, market surveys, and online tools like SEMrush or Ahrefs to gather data on competitors’ market presence and performance.
• Attend industry conferences and networking events to gain insider knowledge.
• Use visuals like comparison charts or matrices to present your competitive analysis in your pitch deck.
• Highlight areas where your consultancy outperforms others, such as specialized expertise, unique service models, or superior client outcomes.
• Clearly articulate how your competitive advantages translate into tangible benefits for potential clients.
• Address how your unique approach solves client problems more effectively than competitors.
• Keep your competitive analysis current to reflect changes in the market and new entrants.
• Regularly review and adjust your strategies based on evolving competitive landscapes.

Integrating a thorough Competitive Analysis into your consulting pitch deck enables you to effectively communicate your consultancy’s market position and value proposition. It not only illustrates your awareness of the competitive environment but also reinforces the unique benefits and insights your consultancy brings to potential clients.

Case Studies and Testimonials in Consulting Pitch Decks

• Evidence of Success : Case studies and testimonials provide concrete examples of your consultancy’s success, showcasing your ability to deliver results.
• Building Credibility and Trust : They help in establishing credibility and trust by highlighting real-world applications of your services and client satisfaction.
• Illustrating Your Approach : Through case studies, you can demonstrate your problem-solving process and how you tailor solutions to client needs.
• Client Perspective : Testimonials offer a client’s perspective, adding a human element to your services and potentially resonating with similar challenges faced by your prospects.
• Choose case studies that align with the services you are offering and the needs of your target audience.
• Focus on diverse examples that showcase a range of capabilities and successes.
• Each case study should outline the client problem, your approach, the solutions implemented, and the results achieved.
• Include quantifiable outcomes, like percentage improvements or ROI, to add more weight.
• Request testimonials from satisfied clients. These should be specific about the benefits of your services and the client’s experience.
• Video testimonials can be particularly effective if they are feasible.
• Use visuals like graphs, before-and-after comparisons, or infographics to illustrate the impact of your work in case studies.
• For testimonials, consider including the client’s photo or company logo for added authenticity.
• Customize the case studies and testimonials to address the specific pain points and interests of your pitch deck audience.
• Highlight aspects that are most likely to resonate with the potential client’s situation.
• Continuously update your case studies and testimonials to reflect recent successes and maintain relevance.
• Keep a repository of case studies and testimonials to choose from, allowing for tailored selections based on the specific audience.

By integrating well-chosen and well-structured case studies and testimonials into your consulting pitch deck, you can significantly enhance its persuasiveness and effectiveness. These elements not only demonstrate your past successes but also help potential clients visualize the impact your consultancy could have on their own challenges.

Design and Aesthetics in Consulting Pitch Decks

• First Impressions : Good design creates a strong first impression, setting a professional tone for your presentation.
• Enhancing Message Clarity : A well-designed pitch deck helps in clearly conveying complex information, making it easier for clients to understand and remember your points.
• Emotional Impact : Aesthetics can evoke emotions, helping to build a connection with your audience and making your message more persuasive.
• Brand Consistency : Design elements should align with your consultancy’s branding, reinforcing brand identity and values.
• Research basic design principles like balance, contrast, hierarchy, and alignment to create a visually appealing deck.
• Utilize color theory to choose a palette that reflects your brand and sets the right tone.
• Select high-quality images, graphics, and icons that complement and enhance your content.
• Avoid overused stock photos; opt for unique visuals that set your deck apart.
• Use a clean, uncluttered layout that guides the viewer’s eye through the content.
• Choose legible fonts and consistent typography to ensure readability and professionalism.
• Integrate your brand colors, logos, and other visual elements consistently throughout the deck.
• Ensure that the design aligns with your consultancy’s overall brand image and messaging.
• Employ data visualization techniques to present complex data in an accessible, engaging way.
• Graphs, charts, and infographics should be both visually appealing and informative.
• Consider hiring a professional designer or using a high-quality template if design is not your strength.
• Regularly update your deck’s design to keep it fresh and aligned with current design trends.
• Get feedback on your design from colleagues or target audience members.
• Continuously refine your design based on feedback and evolving needs.

By prioritizing Design and Aesthetics in your consulting pitch deck, you not only enhance its visual appeal but also improve its effectiveness in communicating your message. A well-designed deck can significantly increase engagement, comprehension, and recall, all of which are essential for a successful pitch.

Pitch Deck Best Practices for Consulting

• Clear Communication : Following best practices helps in conveying your message clearly and concisely, which is key to keeping your audience engaged and informed.
• Professionalism and Credibility : A well-structured and designed pitch deck reflects professionalism and credibility, essential for building trust with clients.
• Effective Persuasion : Using proven strategies enhances the persuasive power of your pitch, making it more likely to achieve your desired outcome.
• Audience Engagement : Best practices ensure that your content is tailored to your audience, increasing relevance and engagement.
• Develop a compelling story that guides your audience through the pitch, making your content more relatable and memorable.
• Use a logical flow that starts with identifying the problem, discussing your solution, and highlighting the benefits.
• Limit the number of slides to keep your audience’s attention (typically 10-15 slides are recommended).
• Focus on key points without overloading slides with too much information.
• Research your audience to understand their needs, interests, and pain points.
• Customize the pitch to address these specific aspects and show how your services meet their unique needs.
• Use high-quality images and consistent branding throughout the deck.
• Employ data visualization techniques for complex information and ensure all visuals are relevant and add value.
• Make sure to include key components like market analysis, business model, UVP, financial projections, case studies, and team introduction.
• Use testimonials or client feedback to add credibility.
• Rehearse your pitch to ensure smooth delivery and timing.
• Be prepared to answer questions or provide additional details on any slide.
• Seek feedback from peers or mentors and be open to revising your deck based on constructive criticism.
• Continuously update and refine your deck as your business and market evolve.
• Ensure your deck is compatible with various digital formats and devices, as virtual presentations are common.
• Test your deck on different screens to ensure visual integrity.

By following these best practices, your consulting pitch deck will not only be more professional and engaging but also more likely to resonate with your audience and achieve your business objectives. This approach ensures that your deck effectively showcases your expertise, solutions, and value proposition in a clear, concise, and compelling manner.

Interactive Elements and Digital Tools in Consulting Pitch Decks

• Enhanced Engagement : Interactive elements can capture and maintain the audience’s attention more effectively than static slides.
• Improved Understanding : They can help in illustrating complex concepts or data more clearly and memorably.
• Adaptability and Flexibility : Interactive tools allow you to tailor your presentation in real-time, responding to audience feedback and interests.
• Modern and Professional Image : Using cutting-edge digital tools portrays your consultancy as innovative and tech-savvy.
• Use tools like Tableau or Power BI to create dynamic charts and graphs that can be manipulated during the presentation for deeper insights.
• Include elements like clickable infographics that reveal more details when interacted with.
• Integrate real-time polls or surveys using tools like Slido or Mentimeter to engage your audience and gather instant feedback.
• Use this feedback to tailor your presentation or discussion points on the spot.
• Demonstrate your consultancy’s tools or platforms directly within the pitch deck, if applicable.
• Use simulations or interactive scenarios to showcase how your services work in real-world situations.
• For high-stakes pitches, consider incorporating VR or AR elements to provide an immersive experience.
• This can be particularly effective for visualizing complex data or scenarios.
• Design your deck with clickable content, allowing you to jump to different sections based on audience interest or questions.
• This non-linear navigation makes the presentation more flexible and responsive.
• Provide digital handouts or follow-up materials that attendees can interact with after the presentation.
• Include links to additional resources, interactive summaries, or even a digital version of the pitch deck.
• Practice using these tools extensively before the actual presentation to ensure smooth execution.
• Test all interactive elements for functionality and compatibility with different devices and platforms.
• Post-presentation, use digital tools to gather feedback, which can be invaluable for refining future pitches.

By incorporating interactive elements and digital tools in your consulting pitch deck, you can create a more engaging, memorable, and effective presentation. These modern approaches not only demonstrate your consultancy’s innovative edge but also facilitate a deeper connection and understanding with your audience.

Use these insights and make a winning pitch. If you want to talk about them, reach out to me and book a call.

How to creatively present your consulting pitch deck?

Pitching your consulting startup creatively requires a blend of unconventional tactics and memorable delivery. Here are some novel and engaging ideas that can captivate your audience when you’re on stage:

• Interactive Live Polling : Start with a live poll using a tool like Mentimeter, asking the audience a relevant question. This interaction immediately engages them and the results can lead into your opening remarks, demonstrating real-time market understanding.
• Virtual Reality Experience : If your budget allows, provide a virtual reality (VR) experience where the audience can immerse themselves in a scenario that your consulting startup solves. This could be a brief, impactful glimpse into the problem you address.
• Dramatic Entrance or Opening Act : Make a memorable entrance with a flash mob, a short skit, or even a mini theatrical performance that symbolically represents your startup’s mission and approach.
• Client Testimonial Videos : Show a series of quick, engaging client testimonial videos. Choose clients who can tell a compelling story about the transformation they experienced through your services.
• The “Shark Tank” Approach : Mimic a “Shark Tank” style presentation where you invite audience members to pose as potential investors or clients and ask tough questions. This can demonstrate your readiness to face scrutiny and provide transparent answers.
• Augmented Reality Business Cards : Distribute AR-enabled business cards. When scanned with a smartphone, these cards could reveal interactive content like a brief pitch video or an animated infographic about your startup.
• Interactive Storytelling with a Twist : Craft a story where the audience decides the outcome. Present a scenario and let the audience choose what happens next through a majority vote, leading to different aspects of your pitch.
• ‘Freeze-Frame’ Technique : In the middle of your pitch, freeze in a pose and have a pre-recorded video or voice-over explain a key point. This theatrical element can break the monotony and refocus attention.
• Personalized Data Visualization : Show a real-time data visualization that reflects audience demographics or responses gathered at the start. It demonstrates your ability to quickly analyze and present data.
• Pitch Deck as a Short Film : Turn your pitch deck into a short, compelling narrative film. Each slide could be a scene, with a storyline that takes the audience on a journey through your business model, USP, and impact.
• Mystery Box Challenge : Bring a mystery box on stage and use it to symbolize the ‘unknowns’ or challenges in the industry. Reveal contents throughout the pitch that correlate with solutions your startup offers.
• Interactive Gameshow : Turn part of your pitch into a gameshow format, where audience members answer questions related to industry challenges or trivia. This can be a fun way to educate and engage your audience.
• Reverse Pitch : Start by presenting a common misconception or generic solution in your field, then ‘reverse pitch’ your unique approach that challenges this norm. It’s a dramatic way to highlight your innovative thinking.
• Client Transformation Journey : Create a live, staged transformation of a ‘client’ during your presentation. Show before, during, and after stages of your consulting impact, possibly using actors or real clients.
• Flashback Storytelling : Begin your presentation with a glimpse of the future success your consulting brings, then ‘flashback’ to present day to tell the story of how you got there.
• Escape Room Concept : Turn your presentation space into an ‘escape room’ styled experience where solving each puzzle reveals part of your business strategy or services.
• Interactive Infographics : Use augmented reality to turn static infographics into interactive experiences. Audience members can use their smartphones to explore data points more deeply.
• Mock News Report : Create a mock news report or documentary featuring your consulting firm addressing a major industry problem. This could be a pre-recorded segment that plays during your presentation.
• Themed Costume and Set Design : Dress in a themed costume that represents your industry or the problem you’re solving. Decorate your stage area to resemble an environment where your consulting is most impactful.
• Live Experiment or Demonstration : Conduct a live experiment or demonstration that visually represents the problem your consulting addresses or the effectiveness of your solutions.
• Silent Pitch with Subtitles : Start your pitch in complete silence, using only visuals and subtitles. It can be a powerful way to grab attention before you begin speaking.
• Interactive Mind Map : Create a large, physical mind map on stage that you fill out interactively during the pitch, visually connecting problems, solutions, and outcomes.
• Audience Role-Playing : Invite audience members to role-play scenarios that your consulting firm typically handles. This interactive approach makes the experience memorable.
• ‘Choose Your Own Adventure’ Presentation : Let the audience make decisions at key points in your presentation, each choice leading to different slides and outcomes, illustrating the flexibility and adaptability of your services.
• Productive Failures Showcase : Share stories of past failures and how they led to key learnings or pivots in your consulting approach. This honest and humble approach can be very engaging.
• Time Capsule Concept : Present a ‘time capsule’ of industry predictions and how your consulting firm plans to address future challenges, showing foresight and long-term thinking.

Also, you want to make sure that your presentation equipment is top notch. Check out my guide on selecting the best projectors for presentations and make your pitch shine.

These creative approaches can make your pitch memorable, engaging, and effective, ensuring that your audience not only understands your consulting startup’s value but also remembers it long after the presentation.

Consultants Also Asked

How do you write a consulting pitch.

Writing a successful consulting pitch requires careful consideration of who you are targeting and what your value proposition is. You should research relevant organizations or individuals to identify the decision-makers and understand their needs.

Then, craft a compelling message that outlines your skills, experience, and qualifications for the job. Focus on how you can help solve their problem or improve their situation with your expertise.

Be sure to include any relevant case studies or testimonials to back up your claims. Finally, be sure to clearly state the terms of your engagement so that everyone is on the same page from the beginning.

By following this process, you can create an effective consulting pitch that will get you noticed by potential clients.

What is a consulting deck?

A consulting deck is a presentation document used by consultants to provide an overview of the project or services they offer. It contains key information such as the scope of work, proposed timeline, pricing, and any other relevant details.

The main purpose of the consulting deck is to give potential clients a clear understanding of what they will get when they hire the consultant’s services.

What are consulting buzzwords?

Consulting buzzwords are terms and phrases that are used in the consulting industry to describe various concepts, ideas, and trends. These words are often used to explain complex topics in a succinct way, making them easier for businesses to understand.

Common buzzwords include “digital transformation”, “agile methodology”, “customer experience”, “big data analytics”, and “lean operations”.

What makes a good consulting slide deck?

A good consulting slide deck should have clear and concise points. When creating a slide deck, it should be organized in a logical way that is easy to follow and understand. The slides should contain relevant images, graphs, or other visuals that support the points being made.

What’s the difference between a consulting pitch deck and a consulting deck?

Oh man, don’t get me started. In short, the main difference is that the pitch deck is there to just pitch a consultancy whereas the consulting deck is a very finely crafted albeit long presentation by consultants in big firms, to present strategies and reports to clients.

Last Words From Me

If you need any help finalizing your deck, or just having a creative block, let me know and I’ll help you out. Schedule a free  30 min call with me here , and let’s take a look at your needs together. Or visit my  pitch deck service  page for more info.

More Resources

Check my pillar guide on pitch decks that helped my clients win more than $100mill in funding

Startup Pitch Deck Guide: How To Create A Pitch Deck For Investors (Template Incl)

You’ll learn how to create an investor pitch deck by following my bulletproof step-by-step guide that helped my clients get $4+mill in funding. It includes information on:

• Building each slide (including elevator pitch slide, financials slide, and more)
• Best startup pitch deck examples
• What investors want to hear
• What a pitch deck is
• What a pitch deck isn’t
• Best practices when creating a pitch presentation

Also, these resources :

Also don’t miss out on my massive presentation specialist guide , last minute presentations and best business projector buyers guide.

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Consulting Slides Best Practices & Examples from Big Companies

• February 13, 2024
• For Consultants

Consulting slides have many purposes. You can use them to communicate with internal staff, investors, and current or potential clients.

Whether you are a senior consultant or developing your first consulting presentation, the insights found in this article will be very valuable for you. This article will share 54 effective presentations from top consulting firms. These examples will help you understand how to create a well-organized presentation. 

But first, learn about the elements that compose the most effective presentations and go over the exact steps you need to take to create stunning consulting presentation slides. 

Benefits of a Great Consulting Presentation Slides

Creating effective consulting presentation slides is crucial for conveying your ideas, engaging your audience, and ultimately achieving your objectives. Let’s see other benefits you’ll enjoy:

Clear communication

Well-designed slides help in conveying your message clearly and concisely. Visual elements, bullet points, and charts can enhance understanding and retention of information.

Professional image

A polished consulting presentation reflects positively on your professionalism and competence. It can instill confidence in your clients or stakeholders and contribute to your credibility.

Engaging consulting slides can captivate your audience’s attention, making it more likely that they will stay focused on your message. This is particularly important in consulting where conveying complex information is common.

Highlight key points

Effective slides allow you to emphasize key points, ensuring that your audience grasps the most critical aspects of your presentation. This aids in decision-making and understanding the recommendations you’re providing.

Visual appeal

People are naturally drawn to visuals. Well-designed slides with appropriate images, graphics, and colors make your consulting presentation visually appealing, making it more memorable.

Support for verbal presentation

Consulting slides should complement your spoken words, not duplicate them. They act as a visual aid to support and reinforce your verbal communication, providing additional context and clarification.

Facilitate discussion

A great consulting presentation encourages interaction and discussion. Thoughtfully crafted slides can prompt questions, discussions, and further exploration of the topics at hand.

Demonstrate expertise

Through your consulting presentation, you can showcase your expertise in your field. This is particularly important for consultants, as clients are more likely to trust and value the insights of someone who appears knowledgeable and well-prepared.

Time management

Effective consulting slides help in managing time during your presentation. They keep you on track and ensure that you cover all the necessary points without going off-topic or running out of time.

Memorability

People will more likely remember well-structured and visually appealing consulting presentations. This is essential in a consulting context, where clients may need to recall your recommendations and insights at a later stage.

Remember : the key is not just having consulting slides for the sake of it, but ensuring that they add value to your presentation and contribute to achieving your goals.

What Makes a Good Consulting Presentation?

Maintaining a story flow is one of the most crucial elements of consulting presentations. It highlights your message, directing the audience’s attention toward the ideas presented.

The first step is to work on your presentation structure by establishing the introduction, body, and conclusion. After the action title, each slide should focus on one point.

Still, all of them must relate to the same topic. So your full deck conveys consistent ideas.

If you are part of a consulting team, you can use the straw-man approach to develop your slide decks. It is an iterative strategy that supports productive brainstorming and problem-solving.

After outlining a proposal, you discuss and test it together. According to the results and feedback, you improve the original proposal to create a new one. Repeating this process helps you move in the right direction until you complete a satisfying presentation.

The Pyramid Principle is also an excellent technique to help you structure your consulting slides. Consultant Barbara Minto, who worked at McKinsey, created this method to clarify communications.

With it, you start by presenting the point or solution you want to transmit. Then you include logical arguments that support it.

Lastly, you introduce evidence, analysis, and data that back up these arguments. This way, your presentation becomes impactful and has more credibility.

After understanding the consulting presentation development process, check out the examples below. Many presentations, like these created by 6 renowned firms in the consulting industry, are available online.

How to Create Stunning Consulting Slides

Creating stunning consulting slides involves a combination of thoughtful content, effective design, and a keen understanding of your audience. Here’s a guide to help you create stunning consulting slides:

• Identify your target audience and tailor your content and design to their preferences and expectations. Consider the level of expertise and familiarity your audience has with the subject matter.
• Clearly outline the purpose of your consulting presentation. Are you informing, persuading, or seeking approval? Structure your consulting slides to align with your main objectives, ensuring a cohesive and logical flow.
• Keep the text concise and focused. Use bullet points and avoid cluttering consulting slides with excessive information. Emphasize key messages and essential data to make the information easily digestible.
• Prioritize information using visual hierarchy. Important points should stand out through size, color, or placement. Guide the viewer’s attention by strategically organizing elements on each slide.
• Maintain a consistent visual theme, incorporating your company’s branding elements such as colors, fonts, and logos. Consistency enhances professionalism and reinforces your brand identity.
• Incorporate relevant, high-quality images that complement your content. Avoid generic stock photos when possible. Images should enhance understanding and evoke the right emotions related to your message.
• Present data using charts, graphs, and visuals to make complex information more accessible. Choose appropriate visualization formats based on the type of data you’re presenting (e.g., bar charts, pie charts, graphs).
• Experiment with layout and design to create visually appealing consulting slides. Avoid overcrowding and aim for a clean, professional look. Use white space effectively to reduce visual clutter and enhance overall aesthetics.
• Choose readable fonts and maintain consistency throughout your presentation. Ensure that text is easily legible, even from a distance. Use font size and style to emphasize key points without overwhelming the viewer.
• Less is often more. Aim for simplicity in design and content. Remove unnecessary elements that don’t contribute to the overall message.
• Familiarize yourself with the flow of your slides and practice your delivery. Ensure that the slides complement your spoken words rather than duplicating them.
•  Seek feedback from colleagues or peers to gain different perspectives on your slides. Use constructive criticism to refine and improve your presentation.

By combining engaging content with a visually appealing design, you can create stunning consulting slides that effectively communicate your message and leave a lasting impression on your audience.

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Consulting Presentations Examples

The following consulting presentation examples are divided by consulting firm and year.

Bain & Company Consulting Presentations

• Achieving Operational Excellence at University of California, Berkeley (2010)
• 2011 China Luxury Market Study
• Luxury Goods Worldwide Market Study, Fall-Winter 2016
• Global Diamond Industry Report 2017
• Con Edison Business Cost Optimization Summary

Boston Consulting Group (BCG) Consulting Presentations

• Port of Los Angeles Clean Truck Program
• Project US Mail Volumes to 2020
• Reshaping NYCHA support functions
• The Open Education Resource Ecosystem
• The Media and Entertainment Industry in NYC

Corporate Ventures in Sweden

Loose dogs in Dallas: Strategic Recommendations to Improve Public Safety and Animal Welfare

10 Steps to Sustainability

This consulting slide deck helps the client create a strategic plan for sustainability in their business. In this particular case, they highlight each step above the supporting data.

In addition, BCG created a hashtag to include on the title page. Using social media boosts audience participation and expands the reach of your presentation.

Gauging Long-Term Impact in the Social Sector

This example shows you how to create a narrative even if your focus point includes many abstract concepts. BCG uses graphics and delivers a compelling presentation template with each slide.

Deloitte Touche Tohmatsu Limited Consulting Presentations

4 approaches to automating work using cognitive technologies

Deloitte presentations usually include an introduction to provide context for the following data. It is all about automating with cognitive technologies.

The consulting presentation maintains the same font size on the first few slides. Plus, key expressions are in bold.

Redesigning Work in An Era of Cognitive Technologies

Findings on health information technology and electronic health records

This consulting presentation follows a survey of U.S. Physicians by Delloite. After a small introduction, each of the PowerPoint slides highlights one key takeaway from the survey.

The consulting slides use illustrations for clear and impactful data.

TMT Outlook 2017: A new wave of advances offer opportunities and challenges

This consulting slide deck helps clients foresee trends in technology, media, and telecommunications. It is longer than other consulting presentations. It highlights the key points and uses poll questions to maintain audience engagement.

The Shopping Centre Handbook 4.0

Deloitte Kenya Budget 2022/23 Webinar

Ernst & Young Global Limited (EY) Consulting Presentations

The evolving value chain in life sciences

This PowerPoint presentation has a simple design. The target audience can relate to the content and graphics on the slides.

They vary the font size to structure the information. Besides, their logo is on every slide , making both the presentation and the company more memorable to readers.

How fit is your allocation strategy?

European Banking Barometer

EY Germany FinTech Landscape

MAPS2018 Keynote address on EY report: Life Sciences 4.0 – Securing value through data-driven platforms

Power transactions and trends Q2 2019

Global Capital Confidence Barometer 21st edition

EY Price Point: global oil and gas market outlook, Q2 | April 2022

McKinsey & Company Consulting Presentations

USPS Future Business Model

How can companies capture veteran opportunities

The Internet of Things and Big Data: Opportunities for Value Creation

Context for Global Growth and Development

Addressing the Global Affordable Housing Challenge

A labor market that works: Connecting talent and opportunity in the digital age

This consulting presentation is the executive summary of a McKinsey Global Institute report. It focuses on the labor market and how platforms moving digital transformation forward have affected it.

The last section of the slides has specific suggestions for the audience. It highlights key takeaways for clients to create a solution for connecting talent available on the market to their company.

Quarterly 50th Anniversary Highlights

There is no doubt McKinsey is a consulting giant. This PowerPoint presentation compiles the highlights of their 50th anniversary.

They use images and quotes from consultants, interviewees, and clients. This way, they introduce a human element in a consulting presentation with no numeric data.

Challenges in Mining: Scarcity or Opportunity?

Insurance Trends and Growth Opportunities for Poland

Digital globalization: The new era of global flows

Your presentation should also underscore the quality of your consulting services. In this consulting slide deck example, McKinsey uses detailed graphics . They ease understanding of the key points and convey a sense of competence to the audience.

Digital Luxury Experience

Technology’s role in mineral criticality (World Materials Forum)

European Banking Summit

Investment and Industrial Policy: A Perspective on the Future

PricewaterhouseCoopers (PwC) and Strategy& Consulting Presentations

Project Management: Improving performance, reducing risk

PwC Golden Age Index – How well are countries harnessing the power of older workers?

PwC Trends in the workforce

PwC management consultants deliver a well-built consulting presentation template. They include a sidebar with a content index for facilitated navigation.

Turning big data into big revenue

Apache Hadoop Summit 2016: The Future of Apache Hadoop an Enterprise Architecture View

Putting digital technology and data to work for Tech CMOs

PwC helps its audience support business strategies by putting digital technology to work. This consulting presentation is dynamic and includes practical suggestions .

The approach is similar to a consulting engagement. You not only access valuable information, but you also have assistance in using it to improve your company.

World Economic Forum: The power of analytics for better and faster decisions by Dan DiFilippo

Consulting services often include publishing slide decks for a broader public audience. This presentation uses bullet points to recap the World Economic Forum annual meeting topics. It includes infographics to enclose plenty of information without overcharging the PowerPoint slides.

Medical Cost Trend: Behind the Numbers 2017

Strategy& – Sector performance and structure sector reform

Strategy& – The 2016 Chief Digital Officer Study

Strategy& – Consumer Research into Rapid Charging

Strategy& – Making zero-emission trucking a reality

FAQs About Consulting Slides

1. how can i create visually appealing consulting slides that effectively communicate my message.

Striking a balance between aesthetics and content is the key to producing consultation presentations that are aesthetically engaging.

It’s crucial to employ polished fonts, professional-looking color schemes, and high-quality photographs.

Your slides’ information should be understandable, succinct, and clear at the same time. Focus on using visual aids like charts and graphs to explain your arguments rather than using excessive amounts of words.

2. What is the best way to structure a consulting slide deck for maximum impact?

Making a great impression depends on the proper structure of your consulting slide show. Establishing your purpose and essential statements should come first.

Next, arrange your content in a straightforward and logical fashion. Break up material with headings, subheadings, and bullet points, and add visuals to keep readers interested and engaged.

3. How can I effectively use charts and graphs in my consulting slides to convey data and analysis?

In consulting slides, charts and graphs may be highly useful for communicating facts and analysis.

Yet, it’s crucial to utilize them wisely and make sure they’re simple to read and comprehend. Select the appropriate chart or graph type for your data, and make sure your labels and captions are precise and unambiguous.

Highlight important elements with color, but be careful not to use too much as it could become overwhelming.

4. What are some common mistakes to avoid when creating consulting slides?

While producing consulting slides, frequent faults to avoid include adding excessive text, employing poor-quality graphics, and being overly complex.

Keep your slides straightforward and simple to follow, and concentrate on your main points. Avoid using technical or jargon-filled terminology that can confuse non-experts.

5. How can I ensure that my consulting slides are engaging and hold my audience’s attention?

While presenting consultation slides, it’s crucial to keep your audience interested and engaged. Let your views come to life by using examples, comedy, and narrative approaches.

Provide time for questions and comments while maintaining a steady pace. Above all, make sure that your material is pertinent and catered to the wants and needs of your audience.

6. What are some strategies for creating consulting slides that are easy to understand for non-experts?

Effective visual aids and clear, short wording are essential for creating consultation slides that laypeople may easily grasp. Avoid technical jargon and acronyms and speak in plain, understandable terms.

Make your information more readable and understandable by including visual aids like pictures, charts, and graphs to explain your arguments.

7. How can I effectively use storytelling in my consulting slides to make a compelling argument?

Using storytelling to create engaging consulting presentations can be quite effective. Create a coherent narrative arc first, then support your claims with examples and experiences.

Add visual elements to your narrative, and use evidence and analysis to back up your claims. To make sure that your storytelling is compelling and effective, practice your presentation.

8. What are some best practices for presenting consulting slides to clients or audiences?

Effective consulting slide presentations involve thorough planning and preparation. Make sure you are familiar with all of your content by repeatedly practicing your presentation.

Engage your audience with body language and eye contact, and be receptive to inquiries and criticism. Above all, project enthusiasm and confidence in your writing.

9. How can I incorporate feedback from stakeholders into my consulting slides to improve their effectiveness?

Your consultation slides can be made more successful by including stakeholder feedback. Determine the most important areas for which input is required first, and be receptive to constructive criticism.

Use comments to improve your material and make sure it is interesting and relevant for your audience. Maintain an open mind and be prepared to adjust as necessary.

10. How can I effectively balance the amount of information on each consulting slide to avoid overwhelming the audience?

In order to prevent confusing your audience, it’s important to balance the amount of information on each consulting slide. Focus on your main points and use clear, succinct language.

Employ charts and graphs to illustrate your arguments, and use headings and bullet points to break up long paragraphs of text. Keep in mind that simplicity and clarity often win out over complication.

Conclusion on Consulting Slides from Top Consulting Firms

Before building your next consulting presentation, analyze the information and examples above. They will help you understand how to create a solid structure. You can start by writing a compelling introduction.

Keep your audience engaged throughout the presentation. Then, outline the crucial points in your message. Showing clients how to act according to the data you presented builds trust.

Furthermore, take time to improve and turn to other consultants for advice. No matter the goal of your presentation, you will create outstanding consulting slides.

Ready to Dive in for More Fun?

Check out these extra resources to uncover all the details about the consulting business:

• How to Get Clients as a Consultant
• How to Run a Consulting Business & Be Successful
• How to Promote Your Consulting Business? From A-Z
• The Most Effective Marketing Strategies for Consultants
• How to Become an Independent Consultant
• What is a Business Automation Consultant and How You Can Be One
• How to Become a Tax Consultant and Be Great at It

• Tamara Jovanovic

Tamara Jovanovic is an SEO Content Specialist who enjoys learning about different industries, people, and how to solve problems through content. She is curious by nature and eager to experiment with new ideas that could provide value to readers. Often she spends hours analyzing why things worked or didn’t so she could be equipped with data and improve with every new task. Likes reading, learning, playing games, growing plants, and enjoying a good cup of coffee.

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[Updated 2023] Top 15 Presentation Templates to Showcase Your Management Consulting Services

Lakshya Khurana

For business owners, it is natural to get so involved with work that they might not see the forest for the trees. You are looking at several problems that are slowing down the operations in different departments of your company, but their root causes seem impossible to find (and share without a management consulting presentation).

So what do you do about it?

This is where management consultants come in. For the uninitiated, management consulting uses an objective third party to identify, analyze, and solve complex business problems for your company. Also known as business advisory, it covers 50-55% of the consulting market, with experts in the US making a cumulative $2 billion for their services each year.

Notably, these experts recommend strategic improvements to business owners or management. Implementing these recommendations enhances the quality of the company’s operation in several departments or the whole business. Their modus operandi encompasses the following:

• Analyzing the company's workings in all areas of operation, such as human resources, marketing, finance, etc.
• Collecting data from these areas of the company as well as feedback from the employees
• Identifying the issues obstructing the potential of the company and making a diagnosis
• Proposing ideas and recommendations based on the diagnosis
• Assisting in the implementation of the proposed solutions

A management consulting presentation enables a firm to strategize a way out of its current problems and make better plans for the future to achieve greater profits, employee engagement, etc. And to ensure that nothing slips through the cracks, they can deploy...

Templates to Shine the Spotlight on Your Firm with a Management Consulting Presentation

A company might seek business advisors' help for several reasons. These reasons include increasing productivity and profitability, reducing costs, budget control, etc.

At first glance, it might not be imminently clear to your clients what good these services can do for their company and its people. So here we present 15 visually stunning and detailed PPT templates that let your clients understand that you can help them see the big picture.

If you are a firm that provides such services, these are the management consulting presentation layouts you need to smoothen the challenging task of a business consultant. These templates are fully editable and created by our seasoned designers. Scroll down to check them out!

Template 1: Business Consulting Services Company Profile PPT

Use this PPT Template to give organizational consulting services. This comprehensive deck highlights the company's business strategy, history and milestones, worldwide presence, management team, organizational structure, industries covered, and strategic acquisitions.  This PowerPoint layout features all the appropriate aspects, such as the issues and solutions, services supplied, resources, financial performance, cost structure, and so on, with a color-coded design that draws attention to the important facts. Download this template to express yourself categorically.

Download this template

Template 2: New Business Model in a Management Consulting Presentation

Use this PPT Template to introduce a new business model within your firm. This comprehensive deck is useful for consulting firms dealing with difficulties linked to the old business model, changing client behavior, increased competition, project complexity, and so on. It includes process specifics such as industry analysis, company, competition, and so on. This presentation also includes resources for analyzing the causes for inefficiency in the consultant business's operations and providing a detailed study of the recommendations' effects on the organization. Download this PowerPoint design and modify it to meet your needs.

Template 3: Fitness Management Consulting Presentation

Establish a fitness culture in your organization with the help of this PPT Template. This complete deck is useful for analyzing staff health and fitness. Use this presentation to demonstrate the procedures needed to launch a fitness program at your organization, such as determining the fitness levels of the employees, designing the program, providing the necessary equipment, and tracking progress. It provides health and fitness program templates for each topic to help you develop a balanced seven-day eating plan for your staff. Break down fitness boundaries with this effective consulting approach.

Download this Template

Template 4: Proposal Management Consulting Presentation

This exquisite PPT layout allows you to present your information systematically. This graphical template also helps the audience visually follow your presentation without losing a beat. It contains the data collected, the solutions offered, the timeline, etc., to be filled with your firm’s details. Download this template and start answering the what, when, where, why, and how of your work.

Template 5: A4 Consulting Proposal Template

Do you yearn for your company presentation to be a bit more memorable? If yes, this one-pager template is nothing short of an open letter to your clients that details your services and expresses why you are the most suited firm for the job. The template features your management consulting presentation cover letter, service offerings, engagement options, approach to solving problems, and timeline. Download this template now to persuade your clientele.

Download this Template 

Template 6: DevOps Consulting Proposal (IT) PPT

This is the go-to template for a concise and clean proposal for your DevOps consulting firms. Use this PPT Template to address your clients and demonstrate how valuable you can be to them. It contains all of the information that the client may possibly need, such as the services given, client testimonials, activities, and so on. It is a fantastic tool for qualified DevOps specialists to address a particular issue or train staff members to utilize DevOps technologies and operate in accordance with DevOps principles.

Template 7: Management Consulting Presentation Pitch Deck PPT Template

With this sleek PPT design, you can draw instant attention to your proposal during any client meeting. This content-ready preset breaks down your presentation into simple steps that are sure to impress your clients. The template includes the problem statement, the solution, the finances, etc. Download this elegant PPT layout now and leave the audience in awe!

Template 8: B2B Sales Process Management Consulting Presentation

This PPT layout presents a specific business niche, namely B2B sales. This template takes your audience through the process and includes the company overview, services offered, sales consulting plan, etc. It has a design based on disseminating information with minimum words. Get this template and present a plan to augment the B2B sales for your clientele.

Template 9: Human Resource Management Consulting Presentation

Many firms specialize in consultation for specific departments in the business. This management consulting presentation includes aspects relevant to human resources, such as the source, tracking, budget, vacancies, etc. Download this PPT template and get right down to the business to evaluate the HR department.

Template 10: Inefficient Business System of a Management Consultancy Firm 

This is another unconventional  PPT template covering a detailed process with the relevant tools that leave nothing to chance during a client meeting. Though meant for a case study competition, this PPT design can help you execute an exhaustive analysis of any company, industry, and competition. So use this template to do a thorough job and showcase the results in the dashboard slides. Check it out right now!

Template 11: Sales Firm Management Consulting Presentation

Sales is a quintessential department in any company with multiple verticals of its own. So if the sales department isn’t performing at the optimum level, then it is essential to correct it. This graphical template kicks things off with the company overview, services offered, implementation plan, etc. Get this template and start churning out effective business solutions!

Template 12: Sales Process Improvement Management Consulting Presentation

The numerous steps in the sales process make it quite difficult to pinpoint the root cause of a problem that is lowering productivity. Use this PPT template to collect the data for sales performance, revenue, opportunities, etc. Get this template now, and you will be able to repair the cogs in the sales process instantly!

Template 13: Digital Media Consulting Proposal PPT

Social media consultants can utilize this PPT template to prepare an action plan for their clients. Present your expertise in the digital media arena with this PowerPoint layout that gives room to display your past experiences and what you can do for your clients today. Download this PPT template and make your mark!

Template 14: Equity Consulting Report

This PPT template is a graphical tool for you to analyze the financial data and present the results to your clients. The slides contain pie charts, tables, and other diagrammatical graphics to display the process, investments, past experiences, etc. Click on the template and make it yours!

Template 15: Financial Management Services Proposal

With this template, you can properly present your ability to analyze data and help make the intricacies of the consulting process much easier for the clients to understand. It encompasses the contract, the fee structure, the service description, etc. Download the template now to convert raw data into beautiful visuals.

Management consulting is one of the most challenging professions today, but there’s no point shying away from it. The amount of data that one has to process is definitely a tough mountain to climb, and it would make your work far easier to have a set of premade toolkits in your possession. This way, you don’t have to spend time on anything else but your key task.

Well, there you have it!  Here are the Management Consulting Presentation Templates you always needed to streamline consultation activities. Over to you!

P.S. To learn how to write amazing consulting proposals, check out our guide featuring handy templates here .

FAQs ON MANAGEMENT CONSULTING SERVICES

1. what does a management consultancy do.

Management consultants provide businesses with expert guidance on how to handle problems and grow, helping them perform better overall. They deal with businesses in many different fields, including corporate strategy, finance, human resources, and marketing. Analyzing firm figures, interviewing client people, providing presentations and business advice, and leading the team in monitoring the implementation of these recommendations are all part of the job. Several government agencies utilize management consulting to improve their operations and efficiency.

2. What are management consulting skills?

The abilities that professionals in a management consulting job utilize to assist businesses in improving their performance are known as management consultant skills. A management consultant must possess a diverse set of talents such as:

• Analytical and quantitative abilities.
• Ability to work under pressure and deal with difficult conditions.
• Good teamwork abilities.
• Comprehension of business surroundings and commercial awareness.
• Ability to solve problems.
• Excellent interpersonal and communication abilities.

3. What are the three main types of consulting?

The following are the three main types of consulting:

a) Strategy Consultancy is the highest level of the consultation industry, focusing on strategic themes such as corporate and organizational strategy, economic policy, government policy, and functional strategy.

b) Management consulting is often referred to as business consulting. It focuses on a wide range of organizational issues, from strategy to various aspects of management.

c) Human Resource Consultancy assists customers with human capital issues inside their organizations with increasing the HR department's effectiveness. It addresses organizational transitions, change management, employment terms, learning and development, talent management, and retirement.

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[Updated 2023] Top 15 One Page Consulting Proposals To Turn Your Tedious Deals Into Interesting Ones!!

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Home Blog Business Consulting Presentation Slides: A Guide to PPT Consultant Tools

Consulting Presentation Slides: A Guide to PPT Consultant Tools

Consulting presentations are the foundation of professional communication in disciplines like strategic planning, management, and corporate decision-making. Notably, firms like McKinsey & Company, Boston Consulting Group (BCG), and other leading management consulting firms have mastered the art of creating effective slide decks to a level where these presentations are not just tools but strategic assets.

Fundamentally, consultant presentation slides allow business professionals to share insights, recommendations, and any kind of complex data in a coherent, visual, engaging format that facilitates understanding [3]. In this article, we will explore what defines a consulting presentation, what a consulting slide deck is, and the types of templates we can implement in our daily work lives for this purpose.

Table of Contents

What is a Consulting Presentation?

What is a consulting presentation template, types of consulting presentation slides, final words.

A consulting presentation is a carefully structured visual tool consultants use to communicate analyses, findings, and recommendations to clients. It synthesizes complex information into digestible, visually engaging slides that facilitate understanding and decision-making [1]. Typically, these presentations are grounded in rigorous research and analysis and aim to address specific client challenges or opportunities. 

Consulting presentations serve multiple purposes: to inform, persuade, and provide a clear path forward based on data-driven insights and strategic thinking. The effectiveness of a consulting presentation lies in its ability to make the complex simple, turn data into narratives, and inspire action among its audience, which often includes key stakeholders and decision-makers within an organization.

We can define a consulting presentation template as a slide or slide deck tailored to create assets inside consulting presentations. These templates can depict graphs, diagrams, roadmaps, dashboards, strategies, etc. Presenters can mix and match templates from different styles, modify their PowerPoint theme, customize the content, and get it ready to create a unique slide deck for a consultancy report.

In this section, we will group the different consultancy presentation templates by category. Remember that McKinsey presentations, BCG slides, and other popular consulting deck options are made from these tools.

Strategy Consulting Templates

Strategy consulting templates are visual tools designed to assist in developing and presenting business strategies. They facilitate a systematic approach to analyzing market conditions, competitive landscapes, and internal capabilities to make strategic decisions. McKinsey slide decks are fine examples of this category.

Market Analysis and Competitive Landscape

Whenever we use market analysis or competitive landscape templates, we aim to present research on market trends, customer behavior, and competitive landscapes. To name a few potential options, we can work with a Go-To-Market template outlining the target market, value proposition, marketing and sales strategies, distribution channels, and competitive analysis of a product or service release.

A second option would be to work with a Sales Battlecard , a concise, strategic document used by sales teams to understand and communicate the key features, benefits, and differentiators of their product or service compared to competitors. It’s designed to equip sales representatives with quick references and talking points highlighting competitive advantages and addressing potential objections during sales conversations. For this reason, it can be instrumental in consulting presentations to develop new sales strategies for your operators.

A third option is to implement a Competitive Landscape slide in the format of a competitor matrix to identify the leading competitors and understand their products, strategies, strengths, weaknesses, market share, and positioning. By analyzing competitors’ performance and strategies, a business can better position itself, differentiate its offerings, anticipate competitor moves, and identify areas for growth and improvement.

Business Model Canvas

The business model canvas evaluates a company’s value proposition, infrastructure, customers, and finances. Therefore, it helps businesses align their activities by illustrating potential trade-offs. The canvas includes nine key components: Key Partners, Key Activities, Key Resources, Value Propositions, Customer Relationships, Channels, Customer Segments, Cost Structure, and Revenue Streams.

If you seek a creative option, try this layout alternative to the typical business model canvas PPT template.

SWOT Analysis (Strengths, Weaknesses, Opportunities, Threats)

The SWOT analysis framework is a popular tool across presenters as it can be repurposed for any industry. They allow us to provide a comprehensive overview of the current strategic situation for consultancy presentations. Organizations can then leverage strengths and opportunities while addressing weaknesses and mitigating threats.

Some options of SWOT Analysis PPT templates include:

Porter’s Five Forces Analysis

Porter’s Five Forces is a framework developed by Michael E. Porter that analyzes the industry structure and corporate strategy. It identifies the intensity of competition and attractiveness of a market through five forces: Competitive Rivalry, Threat of New Entrants, Threat of Substitute Products or Services, Bargaining Power of Suppliers, and Bargaining Power of Buyers. In consulting presentations, this framework is instrumental for several reasons:

• Industry Analysis and Strategic Planning: This tool allows us to get a comprehensive overview of the external environment, which helps customers understand an industry’s dynamics. It will also enable consultants to identify where power lies in business situations, guiding the decision-making toward profitability and competitiveness. You can find some McKinsey slides examples covering this approach [2].
• Assessment of Profitability Potential: A market with weak forces suggests higher profitability potential, while solid forces may signal a competitive and challenging market.
• Investment Decisions: For clients considering entering new markets or industries, Porter’s Five Forces can guide investment decisions by highlighting the barriers to entry, the potential for rivalry, and other critical factors influencing the sector’s attractiveness.

Blue Ocean Strategy

The Blue Ocean Strategy , developed by W. Chan Kim and Renée Mauborgne, is a business strategy that encourages companies to create new demand in an uncontested market space, or a “Blue Ocean,” rather than competing head-to-head with other companies in an existing industry, or “Red Ocean.” This approach focuses on innovation, differentiation, and creating value for both the company and its customers, leading to new opportunities for growth.

Consultants can apply this framework to encourage clients to explore new, uncontested markets. Another approach is to emphasize the importance of the unique value proposition. 

Presenters can also combine this tool with strategic planning to boost organizational innovation.

Strategy Roadmap

To implement the strategies defined in a plan, consulting firm presentations must use graphic methods to clearly depict the different stages. This is where Strategic Roadmaps become valuable resources for consulting presentations. We can use the road metaphor for the roadmap, work with timelines, or use any other visual tool to depict a segmented plan.

Operations Consulting Templates

Operations consulting templates are visual tools designed to showcase the analysis and improvement of business processes and operations. Business professionals can use these graphic elements in presentations to identify bottlenecks, waste, and opportunities for improvement. In short, operations consulting templates enable consultants to deliver actionable recommendations that enhance operational performance.

Supply Chain Management

Supply Chain Management (SCM) is a critical element in Operations as it involves overseeing/managing the flow of goods and services, from raw materials to delivered products to the customer. Working with SCM templates helps consultants present tailored reports about supply chain processes and their inefficiencies: bottlenecks, sub-optimized stages, etc. Consequently, organizations can work on cost-reduction strategies, leverage IoT technologies, and aim for sustainable practices.

Lean Management and Six Sigma

Presenters can use a multitude of slides to discuss lean management or Six Sigma processes, but above all, two elements stand out: the DMAIC and the SIPOC diagram .

The DMAIC diagram can be used for multiple cases in consulting presentations. One option would be presenting a case study where defining the project scope led to targeted improvements, illustrating how a similar focus could benefit the client. For companies already implementing Six Sigma strategies, consultants can share benchmark data and metrics from past projects during the Measure phase, showing how precise measurement informed the strategy. Or discuss an Analyze phase from a previous engagement where deep data analysis revealed unexpected insights, suggesting a thorough examination could uncover similar opportunities for the client.

In turn, the SIPOC diagram can visually summarize a process by mapping out its key components, aiding in understanding and communication with the client. Consultants can highlight specific segments of the SIPOC diagram to pinpoint where inefficiencies or issues occur, directing focus to areas with the most significant potential for improvement. Another use in consulting presentations is before implementing changes, as the SIPOC diagram can capture the current state of a process as a baseline, making it easier to measure the impact of improvements post-implementation.

Performance Dashboard

As the final element in this category, consultants are often hired to analyze a company’s performance. This is where Performance Dashboard PPT templates shine, offering a visual method to share condensed data extracted from analysis. The performance dashboard can reflect sales operations, logistics, marketing engagement rate, and plenty of other options. It’s a versatile tool that can be customized to track different metrics.

Financial Consulting Templates

Financial consulting templates help consultants guide the analysis and presentation of financial data, strategies, and recommendations. They enable systematically reviewing and communicating aspects of financial health, including performance analysis, budgeting, forecasting, and investment strategies. Elements like financial ratios, cash flow analysis, and cost-benefit assessments are typical examples, allowing for a comprehensive evaluation of financial stability and growth opportunities.

Financial Performance Analysis

Several tools can be used to conduct a financial performance analysis in a consulting presentation. The typical options are the Profit & Loss (P&L), financial dashboards, and performance review templates.

Cost Reduction Strategies

These templates showcase proposed strategies to minimize operational costs and increase overall profit. We can select the preferred presentation template depending on the company’s size, operational complexity, and other variables. Here, we leave you two potential options.

Investment Appraisal

The Investment Appraisal slide deck contains tools to evaluate the viability and profitability of proposed investments or projects. Although you can find some valuable tools for this in the format of Porter’s Five Forces, DMAIC and SIPOC, and SWOT analysis, it’s best to work with tailored slide decks for investment and financial projects.

Mergers & Acquisitions (M&A) Strategy

Business deals and negotiations regarding mergers or company acquisitions should be handled carefully. Consultants addressing clients about these two situations must communicate clearly, simplify the steps to follow, define the best practices to complete the process smoothly and define how to communicate with the personnel. You can check our Business Partnership PowerPoint template for a well-rounded framework for consultants to discuss these topics.

Financial Modeling Overview

We can work with plenty of templates for this last element to discuss financial modeling. For instance, the P&L model is a good fit in this category, but we can broaden our horizons – depending on the type of analysis – by using tools like the ones below.

The Efficient Frontier Curve is a concept from portfolio theory. It illustrates the set of optimal portfolios that offer the highest expected return for a given level of risk or the lowest risk for a given level of expected return. As part of a financial model overview, it can help investors understand the risk-return trade-off of different investment portfolios, aiding in selecting an investment strategy that aligns with their risk tolerance and return objectives.

The Optimal Capital Structure Curve demonstrates the relationship between a company’s debt-to-equity ratio and its overall cost of capital. Including this in a financial model overview can provide insights into how different financing strategies might affect a company’s value. It highlights the theoretically optimal mix of debt and equity financing that minimizes the company’s cost of capital and maximizes its value.

The Trade Off Theory of Capital Structure Curve suggests that there’s an optimal capital structure where the tax benefits of debt financing are balanced against the costs of financial distress. Including this curve in an overview can illustrate companies’ balancing act in deciding how much debt to take on, considering the benefits of tax shields against the potential costs of bankruptcy or financial distress.

Finally, the CAPM Capital Asset Pricing Model Curve determines the expected return on an asset or portfolio based on its beta (volatility or risk relative to the market). This model can be part of a financial model overview to demonstrate the relationship between the expected return of a security or portfolio and its risk, helping investors understand how to price risk when making investment decisions.

Human Resources Consulting Templates

Human Resource (HR) consulting templates are PPT templates designed to assist in evaluating and improving HR functions such as recruitment processes, talent management, and employee performance evaluation, to name a few. HR consulting templates enable consultants to offer actionable insights and recommendations that support the development of a motivated, efficient, and cohesive workforce aligned with the organization’s goals.

Organizational Design and Development

Whenever we think about organizational development, Org Charts come to mind. We can work with the classical, tier-oriented chart that is easy to understand from a quick view or opt for more complex models like matrices, multi-layered level org charts, etc.

Talent Management Strategy

Talent Management PPT templates are oriented to increase the efficiency levels of talent supply inside organizations. HR teams can implement these templates to identify vacant areas, establish suitable candidate criteria, or develop training programs for the current workforce.

Employee Engagement and Satisfaction

HR consultants often collaborate with multidisciplinary teams to boost employee engagement and foster a company culture across all levels. Employee satisfaction remains a core factor, which can be linked to financial or environmental factors and career development opportunities. To address those needs in presentation design, consultants can use models like Maslow’s Hierarchy of Employee Engagement or the X Model of Employee Engagement.

Compensation and Benefits Analysis

Another stage in HR consultancy services is tailoring attractive recruiting strategies for companies in highly competitive markets, such as the IT industry. Since employees often ask for the benefits of their job offer, consultants can use tools like Employee Benefits Diagrams to express the importance of their value proposition regarding the company culture.

Training and Development Roadmap

Continuous education plans are among the tasks requested by HR consultancy services. Professionals can impact clients by delivering custom-made slide decks as if the stakeholders were part of the event, a practice commonly seen in McKinsey slides [2]. These slide decks will state the learning objectives to achieve, development roadmap, roles and responsibilities, knowledge assessments, etc.

Digital Transformation Consulting Templates

Digital Transformation Consulting Templates are slides or slide decks designed to guide organizations through integrating digital technology into all business areas. These templates help map out strategies to change how businesses operate and fundamentally deliver value to customers. They cover digital strategy formulation, technology adoption, process digitization, and digital skill development.

IT Infrastructure Review

This category features a long list of templates, as we can talk about reviewing the current network infrastructure, a migration process from physical storage to the cloud, or ITIL processes.

Digital Marketing Strategy

In our experience, consultants offering digital marketing services are required to use slide decks to wow prospective clients into hiring their agency. This can be either for SEO consultancy, e-commerce, social media marketing, and plenty of other options.

Another take in this category is when internal consultancy is done regarding the current digital marketing strategy, and the experts have to share their findings across all levels of the organization to adjust the efforts in the right direction.

Risk Management Consulting Templates

Risk Management Consulting Templates help consultants identify, assess, and present mitigation strategies for potential risks within an organization. The core aspect these templates focus on is analyzing the impact those threats can pose on a business’s operation, financial health, or reputation.

Risk Assessment Framework & Compliance

Multiple methods and tools are used for risk assessment . For instance, we can use a typical Deloitte Governance Framework Model, work with a ROAM chart, use an RMF Framework, or the COSO Cube, to name a few.

Alternatively, we can use a risk assessment matrix. Keep in mind that some of the tools mentioned in this category work both for compliance and risk assessment.

Cybersecurity

Consultancy presentations regarding cybersecurity can have two potential main uses: the first one, is where the findings of research about cybersecurity are presented to the management or key team members. This is with the objective of fixing potential threats to the organization. The second take is from a consultancy agency on cybersecurity that aims to promote its services, thus requiring high-quality visuals to communicate its value proposition to potential clients [3].

Change Management Consulting Templates

Change Management Consulting Templates are designed to support organizations through transition processes. Whether implementing new technologies, organizational restructuring, new manufacturing processes, or other changes, these templates ensure that employees are guided, supported, and motivated throughout the transformation process.

Change Management

Management consulting slide decks are used to guide clients through the process of planning, implementing, and sustaining changes within their organizations. Several models can be a good fit for this purpose, like the ADKAR framework , change management diagrams, change management models, and even change management slide decks.

Stakeholder Analysis

Stakeholder Analysis templates are ideal whenever we need to systematically identify, categorize, and assess the interests and influence of individuals or groups critical to the success of a project or initiative. This can involve working with a stakeholder matrix to evaluate their influence level and prioritize strategies, or simply identifying the stakeholders in a diagram at the initial stages of a project.

Communication Plan

A communication plan is a high-level document that includes all the information pertinent to the organization’s business objectives, goals, competitors, and communication channels. These kinds of presentations are created when the communication plan is presented to key stakeholders and management, so all details can be reviewed before sharing the document across all levels of the organization. We can work with generalist communication plans or niche-specific ones, like marketing communication plans.

Customer and Marketing Consulting Templates

Customer and Marketing Consulting Templates were created to enhance engagement with target markets and customers. By implementing these templates, consultants can represent insights for market segmentation, product positioning, or mapping the customer journey. This, in turn, helps businesses align marketing efforts with real consumer needs and preferences in their niche.

Customer Journey Mapping

Customer Journey Mapping templates are used in consulting presentations to provide a visual overview of a customer’s experience with a brand, product, or service from initial contact through various stages of engagement and long-term relationships. They serve to identify key interactions, touchpoints, and the emotional journey customers undergo. 

The usage of these consulting slides helps pinpoint areas for improvement, uncover customer pain points, and highlight moments of delight. By mapping out the customer journey, consultants can offer targeted recommendations for enhancing the customer experience, improving customer satisfaction, and ultimately driving business growth.

Market Segmentation

Market Segmentation Templates are utilized in consulting presentations to visually categorize a market into distinct groups based on various criteria like demographics, psychographics, behavior, and needs. These templates help illustrate the composition of a market, showcasing how each segment differs in terms of preferences, purchasing behavior, and responsiveness to marketing strategies. 

By employing market segmentation templates, a consulting company presentation can effectively communicate targeted strategies for reaching and engaging specific customer segments. This approach aids businesses in focusing their marketing efforts more efficiently, tailoring products, services, and messaging to meet the unique needs of each segment. Examples of templates we can use are the PAM TAM SAM SOM model, a target market diagram, the VALS framework, or generic market segmentation slides.

Marketing Mix Strategy (4Ps)

The Marketing Mix Strategy (4Ps) templates help consultants delineate how each component (Product, Price, Place, and Promotion) can be optimized to meet the target market’s needs and achieve a competitive advantage. This, in turn, allows us to provide recommendations on product development, pricing strategies, distribution channels, and promotional tactics.

Alternatively, we can work with more complete frameworks, like the 7Ps Marketing Mix or the 8Ps Marketing Mix.

Customer Satisfaction and Loyalty Analysis

One commonly asked consultancy service is to explore customer satisfaction and brand loyalty, and for that reason, presenters can work with customer lifecycle templates, which explore the process from a buying need to a recurring consumer of a brand.

If the issue regarding customer satisfaction is linked to customer service, then consultants can evaluate factors like the customer service maturity level – going from cost-based strategies to customer service that adds value to a consumer’s life.

Customer satisfaction surveys are typically conducted in this kind of analysis, and results can be presented using templates like the NPS Gauge Infographic.

Sustainability and ESG Consulting Templates

Sustainability and ESG (Environmental, Social, Governance) Consulting Templates are slides that help presenters communicate sustainable practices and ESG principles into their organization’s operations. They assess the importance of environmental impact, social responsibility, and governance practices, becoming actionable tools to define sustainable goals, measure progress, and communicate achievements.

Sustainability Strategy and Roadmap

Sustainability Strategy and Roadmap consultancy PowerPoint templates allow us to outline an organization’s approach to integrating sustainable practices into its business operations. Consultants work with these templates to present a structured plan, from setting sustainability goals to implementing initiatives and monitoring progress.

ESG (Environmental, Social, Governance) Reporting Framework

ESG slide templates enable consultants to communicate a company’s commitment to sustainability, ethical practices, and social responsibility to stakeholders. By showcasing achievements, challenges, and future goals, these templates facilitate transparent dialogue with investors, customers, and regulatory bodies. They are crucial for companies looking to demonstrate accountability, enhance their reputation, and attract sustainability-conscious investors and consumers.

Circular Economy Strategy

In our final category, we can find the circular economy strategy templates, which aim to redefine growth and focus on positive society-wide benefits. These templates enable consultants to illustrate how businesses can transition from a linear “take-make-waste” model to a circular economy model that designs out waste, keeps products and materials in use, and regenerates natural systems. By detailing strategies for sustainable product design, recycling, reuse, and remanufacturing, the templates help visualize companies’ steps to become more sustainable and efficient.

Creating a tailored consulting slide deck from scratch involves hours of planning, including which information you intend to deliver, which graphic outlook will engage the audience, how you will highlight key factors, and the list goes on. Therefore, we invite you to explore the possibilities that consulting presentation templates offer regarding reduced effort and better time management for your presentations. All the designs shown in this article can be fully customized to the presenter’s requirements or preferences.

[1] Alexander, E. R. (1982). Design in the Decision-Making Process . Journal Name, 14(3), 279-292.

[2] Rasiel, E. (1999). The McKinsey Way . McGraw-Hill.

[3] Sibbet, D. (2010). Visual Meetings: How Graphics, Sticky Notes and Idea Mapping Can Transform Group Productivity . Wiley.

[4] Baret, S., Sandford, N., Hida, E., Vazirani, J., & Hatfield, S. (2013). Developing an effective governance operating model: A guide for financial services boards and management teams . Deloitte Development LLC.

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PowerPoint Storytelling: How McKinsey, Bain, and BCG use the SCQA framework to create elite presentations

By Paul Moss

Join 100k+ subscribers on our YouTube channel and enjoy highly engaging lessons packed full of best practices.

Big name consulting firms like mckinsey, bain, and bcg all do one thing really well: they create amazing presentations for their clients. but it’s not just the formatting and design that makes these presentations so special. it’s the stories they tell..

In this article you’ll learn the PowerPoint storytelling techniques major consulting firms like McKinsey, Bain, and BCG use to build elite presentations. You’ll see how these storytelling experts build presentations with clear takeaways, compelling insights, and an engaging narrative. I’ll walk through each step of the storytelling process in detail, and show you some examples of what this looks like in the real world.

But first, if you’re new to this blog make sure you check out our advanced PowerPoint and presentation design courses . Or, sign up for our free 5-day email course below and get instant access to our most popular download: the Top 50 PowerPoint for Consultants cheat sheet.

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When building a presentation, regardless of who the audience is, you have one primary goal: to make it as easy as possible for the audience to understand what you’re trying to tell them. And this can be difficult – business presentations tend to have a lot of data and information, and it can be hard for the audience to grasp the key insights right away. Especially if they’re trying to also listen to the speaker and think about what they’re gonna say in response.

So when building your deck, it’s especially important to make sure it’s structured in a way that makes it clear, insightful, and engaging. It’s something top consulting firms do really well, thanks in part to two important concepts: the SCQA framework and the Pyramid Principle .

Table of Contents

SCQA Framework

In simple terms, SCQA is just a framework for presentations that allows you to craft a story around the information you’re trying to present. It stands for Situation, Complication, Question, and Answer.

Every presentation is an answer to some question, such as “should we acquire this company?” or “How did this marketing campaign perform?” or even “What did you find in your research?” – and the SCQA framework just allows you to provide context for that answer.

Practically speaking this means that your main deck is used to show your answer, and the situation, complication, and question are how you provide context for that answer.

Lets consider an example…

Disney Case Study

Let’s say you’re on a consulting case for Disney and the executives have asked you to make a recommendation for where they should build their next theme park. 

The main part of your presentation will be the actual recommendation and all the supporting details. But then the situation, complication, and question will form your introduction slide. 

The situation is how things are right now. The complication represents a change in that situation and is the reason why the presentation is needed. The question is what gets raised by the complication (and what needs to be solved). Then the answer is the resolution. 

So here, the situation might be something like, “Disney is looking to grow revenue by opening a new park”. The complication could be, “they need to decide where to open this park”. Which then leads to the implicit question which is, “where should Disney open its next theme park?”

Then the main part of your deck answers this question. 

And notice how this brings the presentation to life. It puts the presentation in context, and it tells the audience why they should care. Instead of just dropping them in the middle of your data, you’re leading them along and creating a narrative. Remember, your goal is to make it as easy as possible for the audience to understand what it is you’re trying to tell them.

Now, an important rule here is you don’t want your introduction to have anything new or controversial. It should all be something your audience already agrees with, so you can focus on the answer. All you’re doing is establishing relevance, and making sure you and the audience are on the same page.

BCG Example

Here is a great SCQA example from BCG .  

The presentation is for a non-profit organization that invests in open education resources (or OER) – which are basically education resources that are made available to everyone. 

“The Open Education Resources ecosystem” BCG, June 2013

They’ve titled the introduction slide “context of the work”, because ultimately that’s what it is. They’re just giving context before diving into the presentation. 

The first line says, “Since the William and Flora Hewlett Foundation began investing in open education resources in 2002, the field has grown significantly: the past decade has seen an influx of OER and increased awareness and adoption”.

And notice how this just clearly and plainly explains a steady-state situation. How things are right now. This is the situation.

Then the next line says, “However, more work remains to push the OER movement from the sidelines of mainstream education into the center of the classroom”. This line essentially tells us that things are looking good for OER, but more work remains. This is the complication.

And already you can see how this is setting up the presentation. The situation leads to the complication, and the complication very naturally leads to the question, which is the next line:

“The Foundation engaged the Boston Consulting Group in late 2012 to evaluate the state of the current ecosystem in the United States and to help understand how to measure the movement’s progress towards a sustainable, mainstream end-state”.

Now although they don’t state the question explicitly, you can see it in the text. The question is “What is the state of the current ecosystem in the US, and how can we measure the movement’s progress?”

And now we have the right setup for the presentation, and we’re ready to hear the answer. Everyone is on the same page, and the audience is ready to go. 

It might seem like a small piece of the presentation, but all the major consulting firms use this PowerPoint storytelling technique to turn what otherwise might be a dry presentation into a persuasive story with a clear narrative. 

Pyramid Principle

If you’ve watched our other videos, or taken some of our advanced courses , you’ll know that we talk about the Pyramid Principle a lot – especially as it relates to slide structure. But here I’m going to focus on how it applies to storyboarding and the presentation as a whole. 

Put simply, the Pyramid Principle is just a method of communicating information where you start with the main idea, and then provide the supporting details and data of that idea. Going back to our Disney example, the main idea would be on top, then the two supporting points would be below that. 

If you recall, the question is, where should Disney build a new theme park? 

Let’s say that your answer is that Disney should build a new theme park in Rio de Janeiro, Brazil. Two supporting reasons for that answer might be that Rio is a major tourist destination, and that the Disney brand is strong in Brazil. And if you wanted, you could continue creating additional layers to your pyramid with more supporting details and data. 

In a presentation, the way you would communicate this is from top to bottom. And the reason why that approach is so effective is because you provide the audience with context first, before giving them more granular detail. Plus it helps the audience know exactly what you’re trying to tell them, and how you’ve reached each of your conclusions. Remember, your main goal is to make it as easily as possible for the audience. 

If you were to turn each of these ideas into its own slide, you would rearrange them with the highest level ideas coming first, then the supporting details following each idea. Then throw your introduction slide up front, and voila! you’ve got yourself a story.

And this is the exact PowerPoint storytelling technique they use at every major consulting firm to build client presentations that are incredibly clear, compelling, and persuasive. 

Final Thoughts

Unfortunately, PowerPoint storytelling doesn’t always happen this smoothly. In practice, there are lots of factors that can influence the final version of deck. Not to mention other slides that I didn’t mention like an executive summary slide, next steps slide, or the appendix. But generally speaking, this approach works really well.

In fact, did you notice it’s the same approach I used for this article. I started by stating the situation: I said that when you build a presentation you want to make it as easy as possible for the audience. Then I introduced a complication: business presentations tend to have a lot of data and information, so making it clear can be difficult. The implicit question then became, how can you make data heavy presentations easy to understand. 

Then I moved on to my answer, which was to provide a clear structure to your presentation, using two key concepts: the SCQA framework, and the Pyramid Principle. And I used this structure to then build out and explain my answer. 

The end result is an article that’s clear, easy to follow, and insightful (I hope!).

You can watch a video version of this article on  YouTube .

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Effectively Creating a Management Consulting Presentation

Importance of designing a management consulting presentation.

Are you searching for best practices for creating a management consulting presentation ? In this article, we give the industry’s best practices being widely followed by agencies offering management consulting presentation services . Businesses employ presentations for a range of purposes, including education, information dissemination, motivation, and training. Management consulting presentation services can be highly advantageous for top consulting companies, just like any other business sector.

Role of Management Consulting

Consulting means ‘advice,’ where experts offer advice to businesses through strategies and analysis. Three types are Strategy consulting, Human Resource Consulting, and Management Consulting. Management consulting enhances organizations’ performance and goals. Consultants identify improvement areas, create strategies, and implement solutions to boost efficiency, productivity, and profits. The aim is to aid organizations in thriving in a competitive business landscape.

Management consulting presentation services can provide a range of benefits for businesses, including:

• Help improve communication and collaboration within the organization
• Identify areas for improvement
• Provide expert advice and guidance
• Help businesses stay up-to-date with industry trends and best practices
• Improve the overall performance and profitability of businesses

Consulting Process

Consulting is a process that involves several steps to ensure that the client’s needs are met. The 7-step framework of consulting process includes: 1. Defining the problem, 2. Structuring the problem, 3. Prioritizing issues, 4. Developing issue analysis, 5. Analysis plan, 6. Conducting analyses, and 7. Synthesizing findings and developing recommendations. Each step is crucial in providing effective consulting services and achieving the desired outcomes for the client.

A complete consulting presentation typically includes: 1. Introduction, 2. Problem statement, 3. Analysis of the problem, 4. Proposed solutions, 5. Implementation plan, and 6. Conclusion. Other sections may include: 1. Project timeline, 2. Budget, and 3. Recommendations for next steps.

Leading Consulting firms often use a consulting deck to showcase their services and expertise to potential clients. Consulting decks typically includes important information such as the scope of work, proposed timeline, pricing, and other relevant details. By giving a clear summary of their services, consultants can effectively show their value and attract new clients. Top firms like McKinsey, BCG, and Bain use a standard structure for consulting slide decks.

When making a consulting presentation, start with your main point – the solution or answer you propose. Then organize supporting arguments and ideas logically to convey your message effectively. By presenting ideas clearly and in an organized manner, you help ensure audience understanding and conviction in your recommendations. One important part of giving a good management consulting presentation is creating a clear and concise structure. A typical consulting presentation includes an executive summary, a table of contents, an action title, chapters, slides that support the main story, a conclusion with suggestions, and an appendix. By organizing your presentation this way, you can clearly communicate your ideas and suggestions to your audience.

How to create a Consulting Presentation?

When making a consulting presentation, begin with a clear main point outlining your solution. Organize supporting arguments logically and coherently. Order ideas effectively to support your main point. Follow these steps to create an impressive presentation and reach your goals.

The preparation of presentations is a critical element of the management consulting project, as it is integral to two key areas.

• The presentation is the lasting impression of the work produced and will determine the longevity and success of the project.
• It serves as the vehicle by which the consultants can effectively communicate the outcomes of their analytical efforts.

In consulting, tasks involve creating presentation slides and spreadsheets to convey information clearly and impactfully. These documents are used in pitching, project updates, and communicating end results engagingly.

Biggest consulting firms globally use a standard structure for designing consulting slides. McKinsey slide deck is popular worldwide. The McKinsey 7-S Model aids in managing organizational change by addressing seven critical components of a company’s design. By using this framework, change leaders can understand the relationship between elements and create a strategic change plan for lasting organizational success. These components comprise 7-S including: 1. Structure, 2. Strategy, 3. System, 4. Shared values, 5. Skill, 6. Style, and 7. Staff.

Management Consulting Presentation – Top Rated Presentation Agency in India – Visual Sculptors

Management consulting presentation services help organizations communicate effectively and achieve goals through professional presentations. With experienced professionals, they offer expertise in design, content, and delivery to make presentations engaging and impactful.

Management Consulting Presentation – Ex-McKinsey Designers Team – Visual Sculptors

Consulting jobs require consultants to create engaging client meeting presentations. PowerPoint slides are essential deliverables showcasing the consultant’s skills.

Advantages of using PowerPoint presentations

• Effectively engage the audience and make key points stand out
• Easy to set a theme
• Organize and present information in a logical and easy-to-follow way
• Use visual aids like images, animations, audio, and video
• Maximize the power of your story
• It can be tailored to suit individual client requirements
• Creating a professional and polished finish.
• A Presenter can maintain control over the flow of the presentation
• Consultants utilize the Think-Cell plug-in to optimize the PowerPoint graphs and visuals.
• Presentations can be stored and distributed to co-workers, both on-site and off-site.

Management Consulting Presentation – PowerPoint Advantages

Advantages of hiring an agency providing Management Consulting Presentation Services

• Get access to a team of highly-skilled presentation design professionals
• Latest design tools and software to create compelling and engaging presentations
• Create customized presentations that perfectly align with your brand and goals
• Improve the overall look and feel of your presentations
• Provide valuable feedback on the design and content of the presentation

Management Consulting Presentation – Advantages Hiring Presentation Design Agency

The Significance of Formatting in Management Consulting Presentations

Formatting is key for successful management consulting presentations. It creates an organized, professional impression, crucial for impressing clients. To communicate data effectively, use eye-catching visuals like graphs, charts, while maintaining consistent themes. Consultants at leading firms spend much time on research and analysis for business growth. So, big consulting companies engage the service of presentation specialists , who design the consulting decks professionally. With years of experience, some top consultants become experts in slide decks design as well.

Step-by-step guide for creating an effective Management Consulting Presentation

• Outline the hierarchical structure of the problem
• Construct an outline for the presentation
• Record the points you wish to communicate
• Outline the key points of the presentation slides
• Create a template in PowerPoint
• Obtain pertinent data for each slide
• Use effective data visualization
• Make any necessary adjustments to individual slides or the structure
• Create Executive Summary
• Outline the key points of the presentation and conclude with the main takeaway
• Verify the accuracy of information

Structuring A Management Consulting Presentation

Here is an overview of these steps:

1. Outline the hierarchical structure of the problem:  Analyze the issue tree to identify any potential problems that may be present in the company.

2. Construct an outline for the presentation:  Organize the problems from the issue tree into cohesive categories and use this to create the structure of the presentation (sections, chapters, etc.).

3. Record the points you wish to communicate:  Use the 80/20 rule – 80% of a presentation’s impact is determined by 20% of the content. Obviously, messages should be aligned with your issue tree and the structure. 

4. Outline the key points of the presentation slides:  It is now time to create a visual representation of each message we have set out, utilizing our established structure.

5. Create a template in PowerPoint:  In order to ensure a successful start to any consulting project, it is recommended to take the extra step of transforming sketches into PowerPoint slides.

6. Obtain pertinent data for each slide:  You should recall our prior statement that for each slide, one message should be validated or negated using the applicable data. Consequently, generate an Excel analysis to aid in the compilation of data and elucidate conclusions for each slide.

7. Use effective data visualization:  Think-cell is a powerful presentation software which is widely used in the management consulting industry.  It provides a range of features such as data analysis, charting, timelines and other visuals which can be used to make presentations more impactful. Microsoft offers different chart types for effective data visualization. Just like Think-cell, MS Graph Charts also helps in creating various types of charts based on the data.

8.  Think-Cell PowerPoint Add-on:  The Think-Cell plugin is a powerful tool for creating professional and visually appealing charts and slide layouts in PowerPoint. Widely recognized as the most popular charting add-on for PowerPoint, it boasts a user base of over 950,000 individuals at more than 23,000 companies worldwide. Notably, it is trusted by 8 of the top 10 business consulting firms, making think-cell a go-to choice for professionals in a variety of industries.

9. Make any necessary adjustments to individual slides or the structure:  After filling slides, ensure presentation makes sense. Review to find flow slightly off, adjustments needed; typically, 10-20% slides to relocate. Step offers chance to modify content for clarity, efficiency.

10. Create Executive Summary:  Consultants for a concise Executive Summary of 20-30 slides with key points and supporting analytics. Include main results to generate interest for main presentations.

11. Outline the key points of the presentation and conclude with the main takeaway:  To provide a succinct introduction and conclusion, reviewing the Executive Summary and identifying the key takeaways is essential. Ensure that the start and finish of the presentation are captivating for the viewers, as they are typically the most noticed parts.

 12. Verify the accuracy of information:  As most presentations are produced by multiple people, there may be some discrepancies. To ensure that the presentation is consistent and error-free, it should be reviewed 5-10 times before sending.

11 amazing charts created using think-cell 

Business Management consultants create amazing charts using think-cell. While designing a management consulting presentation, consultants select appropriate chart types based on the data. We give below a few of the chart types in think-cell.

1. Waterfall Chart

Think-Cell Waterfall Chart

With think-cell, users can easily create a waterfall chart by selecting, dragging, and releasing the necessary data. The software also allows users to enter positive and negative values in the datasheet to ensure that the chart is displayed accurately.

2. Gantt Chart

Think-Cell Gantt Chart

Think-cell charts simplify the creation of Gantt charts, which are calendar-based charts used for project management. With built-in calendar features and a self-adjusting time scale, think-cell makes it easy to create and customize Gantt charts.

3. Mekko Chart / Marimekko chart / Mosaic Plot

Think-Cell Mekko Chart

Mekko Chart / Marimekko chart / Mosaic Plot is a 2-dimensional chart that displays data as columns with varying widths. This allows for a more accurate representation of the data and can be customized to fit the specific needs of the presentation.

4. Scatter and Bubble Chart

Think-Cell Scatter And Bubble Chart

Think-cell automates the labeling process for scatter and bubble charts. With think-cell, labels can be applied to each individual scatter point, making the chart more organized and easier to read.

5. Pie Chart

Think-Cell Pie Chart

Think-cell charts offer a simple way to rotate pie elements. By dragging their handles at 90, 0, 120, or 270 degrees, you can easily adjust the orientation of your chart to better suit your needs.

6. Line Chart

Think-Cell Line Chart

Think-cell charts offer a range of advanced features, including interpolation, error bars, and date-based axis formatting. These options allow for greater precision and customization in creating charts and visualizations.

7. Clustered Chart

Think-Cell Clustered Column Chart

Think-cell charts offer advanced options for clustered charts, similar to stacked column and bar charts. These options include the ability to add arrows that are automatically calculated and highlight important relationships within the data.

8. 100% Chart

Think-Cell 100% Chart

Think-Cell charts offer a convenient way to mark and select elements of the same type with their intelligent logical selection mechanism. This feature allows for quick and efficient chart creation, saving time and effort for users.

9. Stacked Column and Bar Chart

Think-Cell – Stacked Column And Bar Chart

Think-Cell is a powerful tool that simplifies the creation of stacked column or bar charts. While this chart type is relatively straightforward, adding labels and decorations in PowerPoint can be a tedious process. Think-Cell, eliminates this time-consuming task, allowing users to create professional-looking charts quickly.

10. Area Chart

Think-Cell Area Chart

With Think-Cell, users have access to a range of advanced options for creating charts, including the ability to customize axis tick marks, axis range, and grid lines.

11. Area 100% Chart

Think-Cell – Area 100% Chart

When creating charts with think-cell, users have the flexibility to input either percentages or absolute values, depending on their preference.

Common Design layouts used in Management Consulting Presentation

1. Pillar Diagram

Management Consulting Presentation – Pillar Diagram

A pillar diagram is a visual tool used in management consulting presentations to represent the key components or pillars of a strategy or plan. It typically consists of a central pillar representing the main goal or objective, with several supporting pillars branching out from it, each representing a different aspect or component of the strategy. The diagram is often used to help stakeholders understand the various elements of a complex plan and how they fit together to achieve the overall goal.

2. Matrix design

Management Consulting Presentation – Matrix Design

Matrix design is a popular presentation technique in Management Consulting that arranges information into a multi-dimensional grid for easy comparison. The matrix visually displays data in rows and columns that can be customized to the audience’s specific needs and preferences. By using this structure, you can compare multiple topics at once to help illustrate your message or case study, while using dynamic visuals to ensure maximum engagement.

3. Process Flow Diagram

Management Consulting Presentation – Process Flow Diagram

A process flow diagram is a visualization tool used in management consulting presentations to illustrate the phases and processes of an project or topic. It can help a presenter explain complicated concepts in an easy-to-understand visual way, enabling the audience to better comprehend what is being presented.

4. Harvey Balls

Management Consulting Presentation – Harvey Balls Design

Harvey balls are round symbols that visually display the relative completeness of items, such as projects or tasks, within a set. They consist of solid circles divided into quarters with varying lengths of lines extending right and downward from the center creating arcs in the style of a bullseye. Each arc is shaded differently and generally represent empty (blank), partial, almost full or complete status.

5. Venn Diagram

Management Consulting Presentation – Venn Diagram

A Venn diagram is a visual representation of the relationships between different sets or groups. It consists of overlapping circles or shapes, with each circle representing a set and the overlapping area representing the elements that belong to both sets. Venn diagrams are commonly used in mathematics, statistics, and logic to illustrate concepts such as set theory, probability, and logical reasoning.

6. SWOT analysis

Management Consulting Presentation – SWOT Analysis

A SWOT analysis is a strategic planning tool used to identify and analyze the strengths, weaknesses, opportunities, and threats of a business or project. It helps to identify internal and external factors that may impact the success of the business or project. A business consulting report gives SWOT analysis and offers solutions to develop strategies that mitigates risks.

7. Market sizing visualization

Management Consulting Presentation – Market Sizing Visualization

Market sizing is the process of estimating the potential demand for a product or service in a specific market. It involves analyzing data on the size of the market, the target audience, and the competition to determine the potential revenue and growth opportunities. This information is crucial for businesses to make informed decisions about product development, marketing strategies, and investment opportunities.

8. Map Slide

Management Consulting Presentation – Map Slide

Map Slide is a simple and powerful tool that enables users to turn geographical data into interactive, visually appealing maps. This allows for a clearer understanding of trends, patterns, and correlations in location-based data, helping to make more informed decisions. Map Slide also offers layer-based mapping capabilities for drawing additional chart layers on the map.

9. Organization Chart

Management Consulting Presentation – Organization Chart

An organizational chart is a visual representation of a company’s structure and hierarchy. It shows the relationships between different positions and departments, and how they fit together to achieve the company’s goals. Typically, the chart will include the names and titles of key personnel, as well as their reporting relationships and areas of responsibility.

10. Heat Map Visualization

Management Consulting Presentation – Heat Map

A heat map is a data visualization tool that uses color-coding to represent different values in a dataset. It is often used to show the distribution of data across a geographic area or to highlight patterns in large datasets. Heat maps can be used in various industries, including business, finance, and healthcare, to help identify trends and make data-driven decisions. Image source: https://en.wikipedia.org/wiki/Heat_map

Three Key Principles Behind Making Impressive Consulting-Style Presentations

1. The Pyramid Principle

The Pyramid Principle is key in management consulting presentations. It suggests presenting the core message in an inverted pyramid structure. Start with the most important point on top, then break down the argument into layers of related points.

2. The MECE Principle

The MECE Principle is crucial in management consulting presentations. It ensures ideas are distinct and non-overlapping, while addressing all relevant topics.

3. The KISS principle (Keep It Short and Simple)

The KISS principle stresses keeping information concise and clear, which aids understanding. This strategy involves using bullet points, visuals, and large fonts for quick comprehension.

Why to invest in Management Consulting?

1. Role of Management Consulting in Business Startups

Management consulting helps startups with strategies, financial planning, marketing, and operations, making informed decisions and avoiding mistakes. Consultants offer networking, connections to investors, and partners. Pitch deck consulting assists startups & businesses in creating effective presentations to attract investors, guiding on content, design, & delivery for clear, concise, compelling decks. Feedback & insights refine the pitch for success. A well-crafted investor pitch deck is essential for startups and entrepreneurs seeking funding, communicating business idea, market opportunity, financial projections, and team to potential investors. A strong pitch deck can help you secure funding effectively. Investors look for clear problem, unique solution, strong business model, competitive analysis, financial projections, and funding ask in a pitch deck. A well-designed presentation captures attention. Startup pitch decks fail due to unclear problem, lack of market opportunity, weak business model, ineffective team communication, and subpar design.

a) Role of an Investor Pitch Deck – 12 Key Slides 

A pitch deck is a concise presentation made with PowerPoint/Keynote to give a quick overview of a business plan. It’s widely used in business to summarize key milestones and vision. An investor pitch deck includes team overview, product/service description, business model, financial projections, and fundraising needs.

Here is the list of 12 important slides to be included in an Investor Pitch Deck:

Management Consulting Presentation – 12 Slides Investor Pitch Deck

I. Executive Summary:  The executive summary introduces the company to investors, highlighting key points like proof of concept, growth potential, competition analysis, and unique selling points.

II. Problem/Solution:  This slide showcases the problem your business solves along with its corresponding solutions that addresses that problem.

III. Company Background:  Here, you should include an overview of the company history and how it has evolved over time.

IV. Product Overview & Demo:  Introduce the product or service with a detailed description explaining what your company does in layman’s terms followed by a demo of your product or service if relevant.

V. Traction Slide:  Here you should showcase any user acquisition, revenue generation or impact metric success you have had in the past months or years since launching your business.

VI. Market Size & Opportunity:  Summarize trends in regional and global industry to show market size, future opportunities, challenges in your segment, and what makes your offering unique compared to competitors.

VII. Team & Advisors:  Include slides for each team member along with their relevant experience and why they make great leaders for this venture moving forward – followed by slides on advisory partnerships that provide support and strength to these individual roles within the company.

VIII. Go-to-market Strategy:  Plan to expand offering into mainstream markets using AI, digital media (social media), and launch new products/services per long-term strategy.

IX. Competitive Analysis:  Key competitors identified and compared to showcase differentiation – emphasize low competition zones to attract investor interest in your venture.

X. Financial Model:  Display financial projections 3 years ahead incl. revenues, profits, expenses, IPOs based on goals. Businesses need audit firms for financial statements preparation. Big 4 Consulting Firms – PwC, Deloitte, EY, and KPMG are well known for being the top audit firms in the world.

XI. Use of Proceeds/Funding Strategy:  Clearly explain based on realistic estimates & assumptions forecasts where proceeds from investment will be used i.e. .for hiring staff/buying capital equipment etc.

XII. Contact Information & Call-to-Action Slides:  List off contact info for both main personnel within the business as well as social media handles so investors can stay up-to-date with developments at all times plus thank them sincerely with a call to action like ‘Contact Us Now’.

Management Consulting Presentation – Pitch Deck For Investor Meeting

2. The Benefits of Management Consulting for Established Businesses

Management consulting helps businesses improve efficiency, growth, strategies, technologies, and advice. Consultants assist with market challenges in finance, marketing, and operations. They aid businesses in strategies, efficiency, weaknesses, and insights. Consultants offer perspectives, expertise, and competitiveness. Strategic consulting aids in achieving goals, trends analysis, growth strategies, efficiency enhancement, and mergers/acquisitions advice. The goal is to help businesses make smart decisions for lasting success. Management consulting is crucial for company growth by providing expert advice on strategic planning, organizational structure, financial management, and other key areas. Consultants pinpoint growth opportunities, evaluate risks, and create effective strategies for long-term success. They also give insights and aid during implementation to help businesses overcome challenges and reach goals.

Wrapping it up

Management consulting helps businesses in devising growth strategies. Consultants present findings in PowerPoint. Presentations are crucial for McKinsey consultants. Important to design them professionally. Investing in a professional agency for consulting presentation design is valuable. Consultants can focus on core work without design worries.

Are you looking for a Professional Presentation Agency?

Visual Sculptors can be your best choice. You can visit our portfolio to get an idea of a typical consultant style. 

Visual Sculptors is a leading global provider of Best Presentation Services led by Ex-McKinsey Presentation Designers . A Professional Presentation Agency comprising Business Presentation Specialists with 10+ years experience at McKinsey. A Top Rated Plus PPT Presentation Design agency in Upwork with 4,080 jobs, and 28,254 billed hours. This speaks to our team’s dedication, competing for the Top 10 Presentation Design Agency in India and worldwide. We offer Management Consulting Presentation Services globally, delivering top-notch PowerPoint presentations for clients. Services include Business Presentation, Consulting Slides for McKinsey, Bain, BCG type Business Presentations, including think-cell charts. Our deliverables exhibit a level of quality commensurate with that of best consulting firms in the industry.

1. What is management consulting PPT?

Management consulting PPT is a presentation tool used by consultants to present their services to potential clients. It involves a consulting firm conducting an in-depth analysis of a company’s current practices, issues, and challenges. This analysis is then presented in a comprehensive PowerPoint presentation to the business’s executives and decision makers.

2. Do consultants give presentations?

Definitely. A key component of being a management consultant is relaying one’s discoveries or advice to customers. Generally, experienced consultants are regularly expected to give presentations to customers, particularly to higher-level executives.

3. How do you make a McKinsey presentation?

Ensure that all textual elements on the slide body are the same font size (a task more difficult than anticipated). Do not enter the margin area of the slide. All titles should be two lines in length or shorter and maintain the same font size. Generally, each slide should only contain one main idea.

4. How do you structure a management consulting presentation?

A management consulting presentation should typically include:

• Introduction
• Problem statement
• Analysis of the problem
• Recommendations
• Implementation plan

It’s important to keep the presentation concise and focused, and to use visuals and data to support your points. Practice your delivery and be prepared to answer questions from your audience.

5. What are the 7 models of McKinsey?

The 7-S Framework: A McKinsey Model for Organizational Effectiveness.

The 7 models of McKinsey are actually referred to as the 7-S Framework, which includes seven elements that are crucial for organizational effectiveness:

• Shared values

6. What does a management consultancy do?

Management consulting firms help organizations improve their performance by analyzing existing business problems and developing plans for improvement. They provide expert advice and guidance to help companies make strategic decisions, improve operations, and increase profitability. Services may include strategy development, organizational design, process improvement, and technology implementation.

7. What are management consulting skills?

Management consulting skills include:

• Problem-solving
• Critical thinking
• Communication
• Project management
• Data analysis
• Adaptability
• Strategic thinking

These skills are essential for consultants to provide effective solutions and advice to their clients.

8. What are the three main types of consulting?

Consulting can be broken down into three main categories:

• Strategy consultancy
• Management consulting
• Human resource consultancy

Strategy consultancy is the highest level of consulting, focusing on big-picture issues such as corporate strategy and government policy. Management consulting, also known as business consulting, covers a wide range of organizational issues. Human resource consultancy helps organizations with their human capital issues, including talent management and retirement planning.

Related posts

How to make Consulting PPT – Tips and Tricks

How to Create Professional Corporate Slide Decks

How to create Professional Business PowerPoint Presentations

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40+ Consulting Templates to Impress Your Clients

Written by: Christopher Jan Benitez

Consulting templates are one of the most valuable resources in a consultant’s toolkit.

For one, a suitable consulting template can streamline the design process, saving you precious time when choosing fonts and design elements . Visual templates can also help your audience comprehend data more effectively.

But most importantly, a good template can turn a dull, text-heavy presentation or document into an engaging visual tool that's guaranteed to make a lasting impression.

Eager to grow your consulting business? Do yourself a favor and grab some of the templates we’ve covered in this article.

Here’s a short selection of 8 easy-to-edit consulting templates you can edit, share and download with Visme. View more templates below:

Table of Contents

• Consultation Presentation Templates

Consulting Proposal Templates

Consulting report templates.

• Consulting Templates for Marketing and Branding

Consulting Templates for Project Management

Consulting templates for sales & client success, consulting templates faqs, consulting presentation templates, 1. marketing consulting presentation template.

This marketing consulting presentation template is perfect for any marketing consultant who wants a sleek and elegant way to pitch their expertise.

This professional and understated minimalist template features a palette of blues and whites. The slides are perfect for data-heavy presentations while remaining visually appealing and leaving room for pictures.

2. Financial Consulting Presentation Template

The financial consulting presentation template is designed for consultants who want to give their clients a clear overview of complex financial data.

The slides are easy to edit and contain all the necessary graphs and charts to present data effectively. Black, gray and yellow coloration make the template stand out and the sharp typography ties it together nicely.

3. Branding Consultancy Presentation Template

According to color psychology , the dominant purple colors in this effective branding template make it perfect for any business that wants to convey creativity, excitement, and imagination.

The subtle orange accents also help to inject some energy into the mix, while the clean, modern design keeps the template looking professional.

4. Real Estate Consultant Presentation Template

This real estate consultant presentation template offers a minimalist slate for you to showcase your properties in the best light, making it perfect for presenting to potential clients.

The sleek font choices and geometric shapes used throughout the template help give it a cutting-edge look. The clean layout also makes everything feel tidy and organized.

5. IT Consulting Presentation Template

Framed by fragmented orange and blue lines, this IT consulting presentation template is perfect for any business that wants a clean and modern way to show off its technical expertise.

The slides come in 1366 x 768 pixels widescreen resolution, making them easy to edit in Microsoft PowerPoint, Keynote, or Google Slides.

6. Sales Consultancy Presentation Template

Playful yet professional, this sales consulting presentation template is perfect for any business that wants to show its human side while still looking smart.

The mix of gray and green colors gives the template a natural feel, while the playful paperclip image and wavy lines help promote a distinct flair.

7. Management Consultant Presentation Template

Are you looking to put your best foot forward with potential clients? This management consultant presentation template is for you.

The deep blue color exudes a professional and no-nonsense aura, while the clean, modern design helps convey professionalism and expertise. It's perfect for promoting long-term relationships.

Deliver personalized materials your clients actually want to read

• Communicate your expert suggestions with data visualization, reports, graphs and charts
• Transform endless text and bullet points into concise, branded content
• Measure the success of your consulting materials with analytics

Sign up. It’s free.

8. IT Consulting Proposal Template

This consultancy proposal template offers a sophisticated and friendly design with plenty of room to insert your company logo and describe your services.

With a clean layout and ample whitespace, this proposal also permits you to put colors, fonts, images, or logos as you see fit.

9. Real Estate Consulting Proposal Template

This real estate consulting proposal template is perfect for you if you're looking to impress your property management clients with crystal-clear visuals and a memorable typeface.

The 8.5” X 11” dimensions also allow you to insert photos, logos, and other branding elements. Built-in graphics and animations are available, too, courtesy of Visme.

10. Travel Consulting Proposal Template

Exude a sense of calm with this travel consulting proposal template, which comes with an earthy green accent and an ashy gray background.

The use of green conjures up feelings of hope and thoughtfulness, like a paradise an ocean away. However, just like all of the templates here, you can change the colors of this template at your whim.

11. Project Management Proposal Template

Looking to win over a new client through a business proposal that details your strategy? Then this project management proposal template by Visme is a good choice. It's downloadable in PDF, image, or HTML5.

12. Marketing Agency Proposal Template

Even post-lockdown, marketing agencies continue to boom , making it necessary to stand out among the rest.

This simple, olive-green marketing agency proposal template is client-friendly and proven to close deals and leave a lasting impression.

13. Supply Chain Management Proposal Template

Showcase your company's strengths in supply chain management with this proposal template.

This design features a gray and yellow color scheme with a modern typeface. Aside from that, this template is excellent for illustrating facts in bite-sized pieces.

14. Auditing Firm Proposal Template

If you're in the auditing business, this proposal template is perfect. It has a clean layout, a blue and white color scheme, and symmetrical, four-sided elements.

15. Financial Consulting Report Template

Once you've finished gathering financial data to present to your client, you can use this clean financial consulting report template to compile everything in an easily digestible format.

Whether you're showing financial projections or a quarterly review, this report template can come in handy.

16. Market Research Report Template

Clients want a scannable and impartial report about your findings? This market research report template has you covered.

With a clean layout and plenty of room for charts, graphs, and images (all of which Visme can cover), this professional template is perfect for letting C-suite executives know that the business is moving in the right direction.

17. Company Evaluation Report Template

The company evaluation report template will help you communicate the company's performance with precision and good design.

Besides its accurate and objective content, this template is also a beginner-friendly template that entry-level associates can fully customize to better suit the brand.

18. Statement of Work Report Template

Digital marketing agencies and consultants use a statement of work document or report to establish and lay down their responsibilities for their clients.

This SoW template is perfect for relaying how you plan on doing work for a client, how much it will cost, and the timeline for deliverables.

19. Survey Results Report Template

With sliders, progress bars, and thousands of stock images, this survey results report template by Visme is an excellent choice for consultants and analysts.

This template lets you explain your findings in an entertaining, intelligent, and easily digestible way, which is why many experts abide by it.

Consulting Templates for Marketing & Branding

20. marketing plan template.

With 16 slides and various figures and stats, this template made for business marketing plans offers everything you need to impress your clients.

Moreover, everyone in the team can collaborate and work on this project through Visme's collaborative design features .

For example, you can comment, annotate and respond to feedback on your designs. Or, assign tasks, deadlines and track progress using Visme’s workflows .

21. SWOT Analysis Template

This SWOT analysis template is perfect for consultants who want to communicate their findings as straightforwardly as possible. This design is also printer-ready, perfect for showing clients on the go.

22. Competitor Analysis Template

Competitor analysis is when a business looks at what its competition is up to, which can help gauge its performance in the market.

This template is excellent for consultants who want to showcase how they fare against competitors and industry leaders.

23. Consulting Case Study Template

Creating case studies often requires being both creative and detail-oriented, which can be a daunting task. But while it's daunting, a well-composed case study can be one of the best forms of social proof to validate your business's successes.

With this case study template, a big chunk of the job is already done for you.

24. Consulting Infographic Template

From the prismatic color scheme to the cyclic diagram, this consulting infographic template has everything you need to communicate data-driven insights creatively.

Nongovernment organizations, socially responsible companies, and educators will find this design especially useful.

25. Consulting LinkedIn Post Template

Announce news, updates, and achievements to your professional circle with this sleek LinkedIn post template. Aside from the main content, there's enough space to include separate messages and special discounts.

26. Consulting Facebook Post Template

This Facebook template maximizes the impact of your content with a design that looks good on all devices.

27. Consultancy Brand Guidelines Template

Want to define your brand's guidelines in your brand style? This customizable consultancy brand guidelines template allows you to do just that.

28. Consultancy Booklet Template

Writing a book is hard, but designing it is even harder. If you opt for a pre-designed consultancy booklet template, you only need to focus on the content, saving you long, tedious hours structuring your booklet.

29. Customer Persona Template

Every self-respecting consultant should have a solid understanding of their target market. This is where customer personas come in.

With this persona template, you can start mapping out your target audience's needs, wants, and interests in an easy-to-scan format.

30. Consulting Promo Video Template

People see 5000 ads a day . Yours must stand out. Creating a video is one of the most effective ways to do so, and this promo video template is particularly eye-catching and attractive.

31. Consulting Email Newsletter Template

Instead of relying on rehashed templates from your email marketing service, put your consultancy's best foot forward with a custom-designed email newsletter.

With this design, you can turn a boring subject into something people want to read.

32. Consulting Brochure Template

If your consultancy offers unique services that require a little more explanation, this brochure template is perfect for you.

There's plenty of space for case studies, service descriptions, and testimonials in this template - giving your client more than enough information to make an informed decision.

33. Customer Journey Map Template

The marketing funnel is a popular framework for mapping out a customer's steps from awareness to purchase.

This customer journey map template is perfect for consultants who want to capture and visualize a customer's journey in the best way.

34. Project Plan Template

Introduce your software, objectives and timeline to clients with the project plan template. This particular template is perfect for small-scale projects and enterprise-level ones alike.

35. Communication Plan Template

Diversity promotes creativity and innovation , which is why this communication plan template is perfect for consultants who manage global teams.

36. Project Timeline Template

Are spreadsheet timelines getting too dull? Don't fret—this colorful and interactive project timeline template is the perfect alternative.

This template is excellent for consultants who want to make data visualization a part of their storytelling process.

37. Project Gantt Chart Template

With this Gantt chart template, track your project's every task, activity and subtask in one scannable graphic.

38. Project Charter Template

To meet business objectives, every employee must be in the loop. This project charter template aligns teams and provides a comprehensive overview for everyone to be on the same page.

39. Project Worksheet Template

Unsure how to start a project? This worksheet template is here to help you plan, track and assess every aspect of your upcoming endeavor.

40. Action Plan Template

This template's capacity to keep track of deadlines, allocated tasks, budgets, and goals in one location make it ideal for consultants and marketing managers.

41. Sales Plan Template

Have an excellent SaaS product you're itching to pitch? This sales plan template is just what you need to complete your sales process and get clients on board.

You're free to edit the template's content and logo. Exercise your creativity to the highest degree!

42. Client Engagement Letter Template

If you want to strengthen your client relationships, this engagement letter template will help you do just that.

This design is simple and focuses primarily on the message. However, you're free to change the fonts, visuals, and animations to reflect your brand identity better.

43. Consulting Contract Template

For your financial consulting needs, this contract template is a great way to formalize agreements with new clients. This design is clean, straightforward, and easy to edit. The left side of the template is highlighted with a blue, professional color scheme.

44. Customer Feedback Gauge Chart Template

Determining customer feedback has never been easier with this chart template that gauges customer feedback.

This design is perfect for consultants who need to track customer sentiment and report their findings to clients and C-suite executives.

45. Consulting Invoice Template

Professionalism is critical in billing clients, which is why this invoice template is perfect for consultants. This design is modern and orderly, sure to give off the air of a respectable businessperson.

46. Business Plan Template

This business plan template will help you get everything in order if you're starting a consulting business from scratch. This comprehensive design includes high-quality stock images to make your slides more attractive.

Q. What is a consulting template?

A consulting template is a pre-designed document or presentation that consultants use to save time, make their work easier and stay consistent. There are various types of consulting templates you can use to streamline different consulting tasks, such as creating project proposals, writing reports or making presentations.

Q. How do you write a consulting plan?

Here are six steps to writing an effective consulting plan:

• Define your core offering
• Identify your target audience
• Develop your marketing strategy
• Design your service delivery model
• Set financial objectives
• Outline operational details

Q. How do you structure a consulting package?

Here’s how to properly structure a consulting package:

• Clearly outline the services you’ll provide
• Map out the process and define the deliverables
• Establish a timeframe, such as a one-time or ongoing project
• Set competitive pricing or offer service tiers
• Specify how and when you’ll communicate with the client
• Add any extras like follow-up sessions or additional resources

Q. What are the 3 C's of consulting?

According to Nick Wright , the 3 C’s of consulting are:

• Confidence: Believing in your own ability to add value to the consulting process.
• Credibility: How much others trust and value your expertise.
• Competence: Having the right knowledge and skills for a situation, and knowing how to use them to make an impact.

Q. What are the 5 steps of the consulting model?

The five steps of the consulting model are:

• Contact: Establish initial communication with the client and identify their needs.
• Discussion: Explore the client’s situation in depth and define the scope of the project.
• Negotiation: Agree on project terms, deliverables, timeline and fees.
• Implementation: Execute the consulting plan and deliver your solutions.
• Evaluation: Analyze the project’s success and gather feedback.

Q. How do you structure a consulting slide?

Here are some tips for structuring a consulting slide:

• Design for clarity and focus
• Organize content logically
• Incorporate relevant visuals
• Use a consistent layout and design
• Double-check for readability

Grow Your Business With the Right Consulting Template

To effectively communicate data and information, you’ll need to provide high-quality visuals to keep your clients and team engaged and interested.

With the right mix of content and design, these templates can help keep the team aligned, improve your client's branding, and drive growth for your own business.

Want to find more consulting templates? Visme has several free and premium templates that can make anyone from eight to 80 look like a seasoned designer.

Browse through these consultancy templates for a list of high-quality templates sure to delight your clients.

Build captivating consulting documents using Visme.

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About the Author

Christopher Jan Benitez is a freelance writer who specializes in digital marketing. His work has been published on SEO and affiliate marketing-specific niches like Monitor Backlinks, Niche Pursuits, Nichehacks, Web Hosting Secret Revealed, and others.

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Executing an IT Roadmap to Enable Organizational Transformation for a Wine & Spirits Company

Clarkston Consulting partnered with a client in the wine and spirits industry on an IT roadmap to enable organizational transformation. Read a synopsis of the project below or download the full case study.

Download the IT Roadmap to Enable Organizational Transformation Case Study Here

This client, a family-owned marketer of wine and spirits brands in the United States, had embarked on a company-wide transformational journey with aspirations of becoming one of the most successful wine and spirits companies in the industry. Over the years, the IT group operated as a lean team, and due to the viral success of several of their brands, they had found themselves “keeping the lights on” rather than being an enabler of transformation. With this transformational goal set for them, they knew they would need a partner to be successful.   

The client engaged Clarkston Consulting for our expertise in the wine and spirits industry and our experience in I T strategies and transformations . Because of the need to execute this project quickly, this engagement consisted of multiple workstreams, including:  

• Defining a vision for the future of the IT department  
• Conducting workshops and interviews with IT and the business to assess of the current state of the IT organization to develop recommendations for improvement across the processes, technology, and organizational design  
• Implementing standardized IT management processes including Demand, Portfolio, Project, Incident, Major Incident, Problem, Change, and Service Management, including the creation of a centralized IT tools and templates to enable the processes  
• Selecting and implementing a new IT Service Management (ITSM) tool  
• Developing a five-year IT capabilities and technology roadmap aligned to the business’s overall transformational goals  

As a result of this engagement, the client had a defined vision of what the future of their IT department would be, a detailed understanding of their current and future capabilities, a harmonized and documented set of processes to govern their operations and remove a dependency on institutional knowledge, and a tactical roadmap for them to execute against to achieve their vision.

Download the IT Roadmap to Enable Organizational Transformation  case study, and learn more about our IT Strategy Consulting Services by contacting us below. 

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36th Annual National Homicide Investigators Association Training Conference

The cornerstone of NHIA is our annual five-day training conference. It provides an environment for networking, case presentation and discussions of investigative techniques with experienced investigators and prosecutors from around the nation.