- Design for Business
15 Best Consulting Presentation Examples (With Templates & Tips)
Written by: Agnee Ghosh
Presentations are used by businesses to educate, inform, motivate, train, and for a variety of other purposes.
Companies that provide consulting services are no different from any other type of business, and as such, they may benefit from developing a consulting presentation.
Let's take a look at some great consulting presentation examples from leading consulting companies to better understand what they are.
Once you're ready to create yours, dive into Visme's library of presentation templates and create an awesome slideshow that impresses your clients and other stakeholders.
Table of Contents
15 consulting presentation examples & templates to inspire you, what is a consulting presentation and why do you need one, 5 tips for more effective consulting presentations, consulting presentation faqs.
- Consulting presentations summarize findings and recommendations for clients. Ideally, it should follow a clear, logical structure that guides the audience from problem to solution, making it easy for clients to understand and act on the advice.
- Some tips for effective consulting presentations include starting with your main point, setting clear objectives, making a strong first impression, balancing text and visuals, and considering the viewpoint of your audience.
- Visme’s presentation software makes it easy to build engaging and professional consulting presentations. Access hundreds of pre-built templates, customize them in a drag-and-drop editor, and use tools like data visualization, animation and interactivity to enhance your slides.
Creating a consulting presentation from scratch can be intimidating, especially if you’re new at this.
Here are some of our favorite consulting presentation templates and examples to get you started on the right foot.
1. Consulting Presentation Template
A consulting presentation functions as a sales pitch that you send to a potential customer. In your consulting presentation, you normally provide an explanation of how you will handle a certain project, your experience, and talents that make you the best fit for the work, and your price terms, and conditions.
This template comes with 12 slides that help potential consumers know about who you are, the essential aspects of your consulting services, your company strategy, and why clients should opt for your consultant services. Your consulting proposal should convey the sense that you’re competent, dependable, and informed.
Plus, you may personalize it to suit your brand voice and brand colors.
2. McKinsey 7S Framework PowerPoint Presentation Template
The McKinsey framework, which is what this full deck consists of, has been adopted and implemented by all industries and countries throughout the world. Implement this comprehensive package to capture the core of the McKinsey 7s model and make it a permanent fixture in your operations management.
Because these are editable consulting PowerPoint templates, they’re ideal for deployment and use across many industries. Incorporate this collection into your company's operations today.
Create beautiful presentations in seconds using AI! Sign up. It’s free
3. Consulting Sales Pitch Template
This consulting presentation template will help you make a fantastic first impression on your clients. Upon completion of the engagement, the consulting team provides the client with a slide deck summarizing their findings and suggestions.
While at a client meeting, you may use this color-coded template to bring immediate attention to your proposal. Your clients will be impressed with this content-ready template that breaks down your presentation into easy-to-understand steps.
The issue description, solution, benchmark, deliverables list, and more are all included in the template. Make a lasting impression on your audience by using this stunning consulting presentation template.
4. McKinsey Global Institute Report - A Labor Market That Works: Connecting Talent and Opportunity in the Digital Age
Labor markets throughout the world have failed to keep up with the fast changes in the global economy, and the resultant inefficiencies have had a significant impact. Millions of people are out of work, despite the fact that industries ranging from technology to healthcare are struggling to fill available positions.
Because of the thoughtfulness of this consulting slide presentation, if you look at slides 30 - 33, it provides an actionable strategy and recommendations for each individual stakeholder. This personalizes the messages and makes them more memorable because it occurs at the end of the message.
5. Technology Project Status Update Presentation Template
Project status reports describe what you've accomplished and what still needs to be done in relation to the project's objectives. They also help recognize and analyze any problems you may be experiencing. Providing regular project progress reports to your clients is essential for establishing and maintaining confidence with them.
The project description, project execution, project status, project progress, and existing and future issues will all be appropriately communicated with this customizable template. The template is simple to use, and it includes visuals that are simple to edit, such as graphs, maps, tables, timelines, and mockups.
6. Four Approaches To Automating Work Using Cognitive Technologies
Artificial intelligence (AI) is rapidly advancing, which has sparked a heated discussion regarding the societal ramifications of this development. For others, this is an economic boost and a chance to better one's level of living. Killer robots and widespread technological unemployment are seen as existential threats by some.
It's impossible to disregard cognitive technologies, which are the byproducts of artificial intelligence research, even if the worst worries are exaggerated. Businesses are increasingly turning to them as a source of competitive advantage, and they are on their way to becoming commonplace in both the workplace and the home.
This business presentation 's intended audience will benefit from a clever strategy used to provide an instructive answer.
7. Marketing Agency Presentation Consulting Template
Typically, a marketing agency consultation template would include a summary of your company's marketing and advertising objectives, as well as a list of questions to ask the marketing agency. A description of your company's present marketing stance, including a timeframe for when tasks within your plan will be accomplished, as well as key performance indicators that you will be measuring, and a description of your company's target market and client demands.
With an engaging, aesthetically attractive marketing agency presentation template, you can ensure that your work is recognized and remembered. The simple-yet-clever theme allows you to put your thoughts into perspective, and it, like other Visme marketing templates, can be readily customized to make it your very own.
8. From Touchpoints to Journeys: Seeing the World as Customers Do
Customer experience is typically thought of in terms of touchpoints, or the discrete interactions consumers have with various aspects of a business and the products and services it provides. This makes perfect sense. Organization and responsibility are reflected in this system, which is simple to implement into day-to-day activities.
Companies strive to guarantee that their consumers are satisfied with their product, customer service, sales team, or marketing materials. Individual touchpoints are vital, but they are only one of a wider picture: the customer's end-to-end experience. To truly enhance performance, you must look at the customer's experience through their own eyes—along the complete route they've taken.
Using a presentation structure , this slide deck makes it easy for the audience to follow the material. Additionally, the usage of illustrations helps comprehension since our brains digest visuals more quickly than words.
9. Branding Consultancy Presentation Template
There are a number of different aspects to brand consultancy that include anything from corporate identity to brand value to user experience to awareness. So use this professionally created brand consultancy template to help your audience grasp the complexities of this topic.
Using the best visual aids, this presentation template has addressed the topic thoroughly. Focusing on this strategy will help the brand gain value and make it simpler for people to identify with the product or service. This is a must-have visual tool for consultants who want to wow their audience.
For a competitive analysis, graphs depicting market research and consumer profiles, flowcharts depicting process steps, and brand introduction slides are all included in this easy-to-edit branding consultancy presentation template created by Visme.
10. Sales Consultancy Presentation Template
An effective sales presentation bridges the gap between your product and the audience's problem by telling an engaging tale and emphasizing the value proposition of your brand. A well-crafted sales presentation goes much beyond a simple collection of slides and creates a favorable impression of you in the client's mind, regardless of the purpose.
Using this template, you may create a professional-looking sales pitch. There are charts and a price table included in this template package. This product presentation template may be used for any kind of sale. Moreover, it might serve as an excellent source of product presentation ideas.
11. Moving Laggards to Early Adopters, McKinsey & Co
What happens when technology or procedures are adopted, but subject-matter experts (SME) are not consulted early enough? That will be the emphasis of the presentation. Over time, the majority of organizational frameworks deteriorate into fragmented entities.
Organizations frequently have the infrastructure to interchange product and process information across the company, provided infrastructure, data models, and stakeholders allow since PLM systems serve as a store for product and process information and a backbone for information movement.
Despite this, organizational change that requires modifying established practices and procedures is typically greeted with resistance and a lack of acceptance. Today's businesses demand PLM systems and methodologies that can handle ever more complex goods.
12. Compliance Consulting Presentation Template
Ethical and legal regulations must be followed by everyone in the workplace in order to maintain a healthy and productive working environment. Policies, regulations, and other pillars may be included in these rule sets, which may help an organization run smoothly.
Policymakers and HR professionals may use this compliance consulting presentation template to help their coworkers understand the importance of compliance. An in-depth depiction of the program's components, the procedures involved in constructing the software, and so on is provided.
Visme's presentation template for healthcare professionals is an easy-to-edit assemblage of slides that can be customized to suit your needs. Using the changeable visuals and slides, you'll be able to create a stunning presentation that will leave your audience awestruck.
13. Moving Digital Transformation Forward: Findings From the 2016 Digital Business Global Executive Study and Research Report
In response to an increasingly digital marketplace, many organizations are either creating new digital positions or reworking existing roles to be more digitally oriented. "digital" positions and responsibilities in the workplace are constantly expanding. Digital strategists, chief digital officers, digital engagement managers, digital finance managers, digital marketing managers and digital supply chain managers are just a few of the new professions that have emerged.
Another presentation design and storytelling triumph is this consulting slide deck. If you look closely, the presentation takes you on a trip from the beginning (slide 7) to the conclusion (slide 21). An infographic is used to convey the information, but each component is explained in detail so that the reader may readily comprehend it.
14. Financial Consulting Presentation Template
Having a well-structured agreement between the consultant and customer is essential because of the competitive nature of financial consulting services. You'll stand out from the crowd if you use this eye-catching financial consulting presentation template to create this agreement.
Use this consulting proposal template graphic to demonstrate to everyone who uses your services that you are the best at offering financial recommendations. Educate your audience on how you can help them achieve their business objectives, such as auditing financial records or managing risks.
Using this user-friendly sample quotation for financial advice services, you can present your services and their associated fees to your target audience and convert them into customers.
Visme's presentation template for financial consultancy firms is fully editable and totally adaptable. The only thing you need to do is fill in the text placeholders and adjust the color of the slides if necessary. High-resolution photos can also be retouched to meet your business demands.
15. Putting Digital Technology and Data to Work for Tech CMOs
The tech firm CMOs have a distinct advantage when it comes to using digital technology and data to improve business outcomes. It is PwC's mission to shift the digital marketing focus from clicks and views to the creation of customer experiences that drive business results.
This is just another excellent example of a well-executed presentation. A real-world case study is also provided in slides 15-18, which provides step-by-step concrete advice. In many presentations, statistics and suggestions are presented but not explained. Keep in mind that showcasing your accomplishments and client testimonials will lend you more credibility.
A consulting presentation is used by management consultants to communicate their findings, analyses and recommendations to clients. It’s typically delivered at the end of an engagement to address complex business problems.
When organizations face challenging issues they can't solve internally, they bring in management consultants. These experts dig into the problem, identify root causes and develop viable solutions.
A consulting presentation serves several key purposes:
- It provides a summary of the consultant's work
- It lays out proposed solutions and action plans
- It convinces clients of the value and feasibility of recommendations
Effective consulting presentations follow a logical structure, guiding the audience from problem to solution. They start with the main point or recommendation, then provide supporting evidence to back up their main idea.
This approach helps clients understand what's going on and feel confident about the next steps. It's the consultant's chance to show off their expertise and prove their value.
Even if you don't sell a product, consultants like you still need to think about how to make a presentation to package what you offer in the form of advice, ideas, and experience.
Showcase your presentation ideas in creative ways, convince your clients to embrace your recommendations, and portray yourself as an experienced and perceptive consultant in the process.
If you want to make a good impression on potential clients, these five presentation tactics can help you do just that.
1. Start With Your Point While Structuring Your Presentation
Having a well-organized presentation is essential to its success. It's not enough to simply guide someone from Point A to Point B; you also need to persuade them along the way.
Consultants, on the other hand, have found that the most successful way to create an argument is to begin with the major point first and then back it up with real facts and proof, step-by-step. The Pyramid Principle is what they name it.
According to the Minto Pyramid Principle , "your thinking will be easier for a reader to understand if you provide the concepts structured under one point." Barbara Minto, from McKinsey, coined the principle.
Using this method, you may ensure that your message is received and assimilated in the most effective way possible.
In a nutshell, the approach suggests that to provide your solution, you should:
- Begin by providing the answer.
- Organize and summarize the evidence you've gathered to support your claims.
- Organize your supporting thoughts in a logical manner.
2. Set Clear Objectives
It is not sufficient for the objective of a presentation to be 'to share progress information, 'to report on what we've done’, or 'to explain our opinions', for example. With your presentation, what do you hope your customer will learn, believe, and do as a consequence of your efforts?
Typically, you have goals that you wish to achieve - such as to explain, justify, or advocate something. Making them clear before you begin to develop your presentation can help determine what you want to achieve with your effort.
3. Make a Strong First Impression
Consider your opening statement and first slide very carefully. They'll set the tone for how open your audience is to your message.
Start by reviewing material that your audience already understands, such as last year's outcomes and the importance of trying a fresh strategy. Their interest will wane almost quickly if you keep bringing up the same old subjects.
Open with a tantalizing preview of what you're about to deliver. This strategy is more effective. Make a commitment to delve into further detail later on in your presentation by teasing out the most engaging idea. Keep your eye on the prize, since that's what your readers want to know.
Here are a few good examples of how to start a presentation :
- “How would you react if I said that you could increase your major product line's profit margin?”
- “As it turns out, your company's low morale may be remedied with one simple change.”
Toward the end of your introduction, give the audience a taste of what they may expect from you. For instance:
- "We've devised a five-pronged strategy to tackle your most pressing issue."
- "My team has come up with a strategy that will make it easier for you to stay inside budget in the future."
4. Maintain Harmony Between the Written Word and the Visuals
For the most part, using slides is only a convenience for your audience to follow along and take notes. Aesthetic pictures that play in the background as you speak are also a no-no.
Your audience should be able to understand what you're expressing through the words and imagery you use. Here are a few pointers for a successful consultancy pitch:
- Visual learners benefit greatly from the use of charts, graphs, and infographics to better grasp numerical data.
- Simplicity is a winning strategy. A single phrase in the middle of a slide might convey a very specific idea.
- Humor is a great way to connect with your audience. You may use cartoons, pop culture allusions, and incongruous pictures.
- Make your audience wonder what you're about to say by introducing an image that they've never seen before.
- Use visual aids to help your audience connect with what you're saying on an emotional level. Family, danger, luxury, calm, and turmoil may all be evoked via visual representations such as a painting or photograph.
Visme’s rich stock photo library offers millions of free images to help you find the perfect visual for your presentations. In case you can’t find an image that conveys your message effectively, use our AI Image Generator to whip one up based on prompts. It’s like magic!
In the event that an image doesn't convey your message effectively, keep looking until one does.
5. Consider the Viewpoint of Your Target Audience.
Most presenters don't follow this simple, yet critical advice in their consulting presentations despite its obviousness. If you've ever had the misfortune of sitting through a boring presentation, you'll know what I mean.
Listeners have a lot going on. They've had a lot going on, and they may be hungry, fatigued, or stressed out by it all. Be considerate of their time and provide them with exactly what they requested.
What is the purpose of your audience's visit, and what can you do for them? Customers want to hear about the results you may expect and the steps you'll take to get there, whether you're making a sales pitch or offering a solution. Some of them might be interested in looking at pertinent statistics, or hearing experiences from companies that are comparable to their own. However, they'll need more specific information at some time.
In the event that you need to include additional material, such as a theoretical framework or industry statistics, keep it concise. Maintain a laser-like concentration on providing your audience with the information they want.
Q. What is the McKinsey style of presentation?
The McKinsey style of presentation focuses on clear, structured communication. It uses a top-down, step-by-step approach, starting with the main message. Each slide contains one key idea that’s supported by evidence. The style emphasizes data-driven insights, minimalistic design and consistent formatting to make things easy to understand.
Q. What is the best practice for consulting slides?
Some best practices for consulting slides include:
- Provide readers with the bottom line up front
- Define clear goals and objectives
- Make a strong first impression
- Simplify complex data with graphics, charts or timelines .
- Strike a balance between text and visuals
- Put yourself in your audience’s shoes
Q. What is the McKinsey rule of 3 presentations?
The McKinsey Rule of 3 says to give exactly three reasons when pitching ideas to executives. It helps you make your point clearly and convincingly, as executives tend to remember three reasons better than two or four.
Q. What are the 4 P's of presentation?
The 4 P's of presentation are:
- Planning: Outline your content and structure
- Preparation: Gather materials and create your slides
- Practice: Rehearse your delivery multiple times
- Performance: Deliver your presentation with confidence
Q. How to end a consulting presentation?
A good way to end a consulting presentation is by summarizing key points, restating your main recommendation, outlining next steps or action items, opening the floor for questions and thanking the audience for their time.
Q. Why are presentation skills important for consultants?
Presentation skills help consultants convey complex ideas clearly, build credibility and trust with clients, facilitate decision-making, demonstrate the value of their work and enable effective communication at all levels of a consulting business.
Create Professional Consulting Presentations With Visme
Remember while you're putting together your next consulting presentation that it's the package in which you convey your ideas to customers or prospects.
Pair your words with high-quality visuals that represent your brand's identity. Begin with a tantalizing teaser, address your audience personally, and conclude with a summary and a few action steps so clients know what to do next.
Consulting presentations do not have to be difficult. Make stunning presentations with Visme’s presentation software today.
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About the Author
Agnee Ghosh is a content writer who works with B2B SaaS companies to develop content which increases conversion rates.
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How mckinsey consultants make powerpoint presentations.
Table of contents
Section 1: frontpage, section 2: executive summary, section 3: body of slides, section 4: conclusion/recommendation, section 5: appendix.
This article covers the structure of a McKinsey presentation, its key elements, and formatting tips and tricks. The principles are nearly identical to those found at BCG, Bain, or other top consultancies, although there are differences in terms of design and style.
As a note, the type of presentations we are covering in this post are what you would call ‘corporate’ or ‘management consulting’ presentations. These types of presentations are typically longer, data-heavy slide decks that serve as the foundation for complex decisions and recommendations. We are not referring to decks for keynotes, college projects, or design presentations.
The structure of a McKinsey presentation
A complete consulting presentation typically contains the following five overall sections:
- Executive summary
- Body of slides
- Recommendation / Next steps
Let's dive into each section one by one.
The front page consists of a few simple elements: a title, a sub-headline, name of company, date and time . The title is usually less than 8 words long. A sub-headline is an optional second description line, used for further elaboration.
In consulting the 'name of company' and the template theme typically depends on whether the client wants to position the work as internal or external. If the client wants to position the work as external, then the front page will have McKinsey’s name and use its signature design template and color scheme. Vice versa, if positioned as internal work, the slides will be branded with the client organization's logo and design.
The executive summary, sometimes called 'At A Glance', is the presentation's first slide and usually the single slide that takes the most time to write and perfect.
The executive summary summarizes the key arguments, storyline, and supporting evidence of the body slides. This helps the reader get a quick overview of the presentation and take away the most important insights and recommendations.
Executive summaries written by McKinsey, Bain, and BCG usually follow the Situation-Complication-Resolution (SCR) Framework , which is a straightforward and effective approach to communicating the complete storyline of your slide deck .
See our post on How to Write an Effective Executive Summary for tips and tricks.
This is the central section of the presentation. This section often contains 50+ slides filled with quantitative and qualitative content. To avoid 'death-by-powerpoint', it is crucial to structure both the overall storyline and individual slides in a clear and engaging way.
Let’s start by taking a look at the way McKinsey consultants create individual slides.
The anatomy of a slide
At its most basic form, each slide must consist of 3 main parts:
(a) Action title - a sentence that articulates the key implication or insight (b) Subheadings - what data are you using to prove the insight? (c) Slide body - the actual data used to prove the insight (text, numbers, visuals, footer).
As a rule of thumb, there should be nothing in the action title that's not in the slide body, and nothing in the slide body that is irrelevant to the action title.
a) Action title
When you become a management consultant, one of the first things you are taught is that the title of a slide should always be an 'action title' that articulates the key takeaway or 'so-what' of the slide.
Often presentations are read by busy executives. Action titles make your slides easier to understand because your reader doesn't have to dive into the detail of the slide body to understand the key takeaway of that slide.
As an example, imagine you are creating a slide showing yearly development in revenue and costs for a business unit.
A passive title for that slide could be: "Historical development in Revenue and Costs". As a reader, you need to study the chart to deduct the 'so-what' of the slide.
An action title would be: "Over the last 5 years, costs have grown 10% per year, which is double revenue growth" As a reader, you immediately understand the message of the slide. You can now choose to look at the data on the slide more closely, if you want the details.
See our blog post on Action Titles for a more comprehensive guide.
(b) Subheadings
Subheadings are meant to give a clear summary of the data used to prove the insight in the action title, or alternatively add some nuance to the main takeaway. Keep it crisp and short.
Here are a few examples:
- Sales of personal luxury goods, US Market, $ billions
- Forecasted evolution of battery cell costs by 2030 ($/kWh)
(c) Slide body
A clear and concise slide body is essential for effectively communicating insights to an audience. The slide's main insight, articulated in the action title, should be supported by all relevant information presented in the simplest possible way. You have likely done a lot of research, and it is tempting to include all the interesting data you have found. Avoid this. Instead, try and remove all facts and figures not directly supporting your key insight stated in the title.
Here is an example:
In this case, the title is clear, and the content of the slide only serves to prove and support the slide's main insight.
When building your slide, you may only sometimes start with the title and then fill in the data to support it. Often it is more of an iterative process where you try out different titles to capture the data you have collected and the flow of the overall storyline.
Now that we have covered the building blocks of individual slides, let’s move on to how McKinsey, BCG, and Bain consultants construct a storyline.
Horizontal flow: The structure of a storyline
‘Storyline’ refers to the way the slide deck is built up or in other words the ‘flow’ of slides. The exact storyline created by McKinsey, Bain, and BCG consultants is typically tailored to that specific use case. But in general consulting storylines follow an SCR (situation-complication-resolution) framework .
The SCR framework is a way of structuring your findings in a clear and concise way that is engaging and intuitive. Here is what each part of the framework means:
- Situation: The situation is the starting point or context of the problem or issue you're addressing. It might include information about the current state of affairs, the background of the problem, or any other relevant details that help set the stage. The situation can also focus more narrowly on a specific opportunity or threat.
- Complication: The complication is the specific challenge or problem that has arisen within the situation. It might be a roadblock, an unexpected development, or a major hurdle that needs to be overcome. It can also refer to gaps in capabilities needed to capture an opportunity.
- Resolution: The resolution is the proposed solution to the complication or problem. It should be a clear and actionable plan for moving forward and overcoming the challenge. This might involve specific steps to be taken, resources needed, or other details that help ensure success. We cover this in more detail in the next section.
Your storyline should be clear at the slide title level, which is why action titles are so important. Your audience should be able to read only your action titles all the way through the presentation and a) understand what the main conclusions are and b) understand how you got to those main conclusions through analysis. In other words, your action titles should flow like a story and be readable on their own.
In practice, when starting a new deck it can be helpful to sketch out your overarching sections on paper. Then follow them up with empty slides using just action titles (or fill in the slides with rough notes on which analysis or sub-conclusion goes on that slide). Print out your slides and lay them on a table or put your slides in ‘Slide Sorter’ mode in PowerPoint and see if the flow of slides makes sense.
You can also choose to write your entire storyline in a word document focusing first on the action titles of each slide and then supplementing the action titles with underlying bullets describing the data or information that will go on the slide to support that action title.
McKinsey consultants have a library of old cases to use, which helps create a skeleton or inspire a new deck and allows them to make better presentations in much less time. Build your own library by saving excellent presentations you come across in grouped categories and creating an ongoing general PowerPoint where you collect good slides to reuse.
Take a look at our templates to find specific storylines to match your needs , complete with multiple real client examples.
A crucial part of any consulting presentation is the conclusion/recommendation section. These slides outline the actions or responses required to address the situation and complication you've covered earlier in your slide deck. They often also include a suggested implementation plan and immediate next steps.
See our separate post on recommendation slides to dive even deeper .
While there is generally flexibility in how you lay out your conclusion/recommendation slides, the following three guidelines will help you create effective recommendations that are easy to understand and follow:
- Groups: Group your recommendations into categories to make your reader's understanding easier.
- Labeling: Label or number your groups and/or individual recommendations to help your reader follow the structure when you discuss your recommendations across multiple slides.
- Active voice: Write your recommendations in active voice starting with 'action words' (verbs), such as "Grow...", "Minimize…", "Improve…", "Increase…", "Target…", "Increase…", etc.
Here are a few examples of recommendation slides from McKinsey, BCG, and Bain:
It is not uncommon for the appendix, also called backup pages, to be significantly longer than the main deck. The main deck tells the story, and the appendix contains details and all supporting evidence that might be relevant but is beyond the scope of the main storyline.
In other words, keep the storyline of the main deck as crisp and clear as possible and move all supporting documentation and details to the appendix. Here they will be out of the way but available for reference.
Formatting tips
Presentations from top consulting firms like McKinsey, Bain, and BCG tend to feel very different and convincing compared to other corporate presentations. A part of this is the ability to effectively structure both individual slides and the full deck, which we have talked about in this post. But another part is the rigorous training in slide design and formatting details that ensure the output is of the highest quality.
Below we have gathered some common formatting tips for designing compelling and consistent slides:
Color: Color matters. Keep the color pallet simple and use bright colors selectively to draw attention to key data or insights. Create a color hierarchy and apply it consistently across your deck.
Fonts: Pick one (or two) font types and stick to it. BCG only uses the font 'Trebuchet MS'. McKinsey’s new 2020 template uses 'Arial' for slide body content and 'Georgia' for titles and select visual elements.
Margins: Never go outside of the slide margins. Use 'Powerpoint Guides' to clearly view margins when in design view.
Titles: All titles throughout the presentation should be two lines or less and use the same font size.
Lists: Only used numbered lists if the numbers themselves are relevant (e.g. if you are ranking items). In most cases, use bullets instead of numbers.
Icons: Icons are simple but can completely transform a boring text slide when used correctly. Replace bullets with icons that represent the bullet item if your slide is otherwise relatively simple. Ideally, use icons in places where the icons ‘have meaning’ and can be used later in the presentation when referring back to or going into detail around a certain topic. Use icons in the same style and boldness. Buy access to a large premium icon set like Streamline Light or Streamline Regular if you can. https://www.streamlinehq.com/icons/streamline-light .
Align, align, align: Content on all slides should be aligned. Titles and subheadings should have the same exact position across all slides. When you flip through your slides, the position of the headline should not move, and the font size should not change. This also goes for other common repeated elements (logo, source, page number etc.), as well as similar items on a slide (column headers, graphs etc.) Using a well-designed master template is the easiest way to keep alignment accuracy.
Animations: Refrain from using fancy graphics and animations in the slides.
Slide number and source: Each slide should also have a slide number and a source in the bottom section that provides the source of the data used.
Text: Review the text on each slide to ensure that it is clear, concise, and well-structured. Eliminate unnecessary words and sentences. Keep it as simple and short as possible.
Visuals: Ensure that visuals in the form of graphs, charts, diagrams, tables, and images are high quality and add value. Add call-outs, highlights or similar wherever it makes sense to make the so-what of that visual more clear. Colors, fonts, and layout should be consistent with the rest of the presentation.
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25 Best Consulting Pitch Deck Examples in 2024 (McKinsey, Deloitte & More)
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Let’s face it–capturing the attention of investors is no easy task. Each year, thousands of pitch decks are presented, yet only a few successfully attract investment. Consulting firms have a unique opportunity to stand out if they can create compelling slide decks. But what's the secret to their success? I'll explore how industry leaders like McKinsey and Deloitte have perfected the art of the consulting pitch deck. You'll see examples that not only illustrate their techniques but also inspire your own presentations.
Achieving the perfect balance between effectiveness and visual appeal in a pitch deck is challenging, and we at Superside have experienced this firsthand. When we entered YC Winter 2016 , we crafted a successful pitch deck that played a key role in our success. Learning from examples, particularly how top consulting firms design their presentations, can guide us toward creating compelling pitch decks.
Consider this: a VC analyst typically reviews 3,000 pitch decks each year but invests in only 9 . Additionally, 15% of investors view these decks on small screens. Given these statistics, how can one design an outstanding consulting slide? The solution lies in examining proven examples. Superside has curated a list of the 25 best consulting pitch deck examples that can help you make that successful leap.
Key Objectives of Consulting Pitch Decks
Consulting pitch decks are designed to effectively communicate the value and capabilities of a consulting firm to potential clients and investors, but making a great first impression is never easy.
Therefore, before starting, we can break down the goal of consulting presentation pitch decks into three crucial points for success.
1. Introduce and position the consulting firm
The first goal of a consulting pitch deck is to introduce the consulting firm to the potential client and to clearly position it in the market.
This includes detailing the mission, vision, core values and unique selling propositions (USPs) of the consulting business. The pitch deck should highlight the firm’s expertise, past successes, competitive advantages and industry credibility to establish a strong initial impression.
2. Demonstrate understanding and expertise
The second key factor revolves around showcasing the consulting firm's deep understanding of the potential client’s industry, challenges and needs. This part of the pitch deck aims to resonate with the client by reflecting an insightful analysis of their current issues and how these affect their business.
The deck should also detail case studies, data and examples of previous consulting engagements where the firm successfully addressed similar challenges. This is key in the communication strategy, as it helps in building trust and demonstrating the firm’s capability and expertise.
3. Propose solutions and benefits
Finally, the pitch deck should outline specific, tailored solutions that the consulting firm can offer to address the client’s needs or a particular project.
This includes showcasing the new client a clear description of the approach, methodologies and anticipated outcomes of the engagement. The goal here is to make a compelling case for how the consulting firm will add value, highlighting the tangible benefits such as cost savings, revenue growth, improved efficiency, or other critical performance indicators.
All of this key information is necessary not only to win more clients but also to showcase how the strategic decisions of the consulting service can achieve the goals of a customer thanks to consultants.
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Do’s and Don’ts of Consulting Pitch Decks
If you believe creating a winning pitch deck is easy, think again–there are numerous factors to consider before showcasing your consulting proposal.
According to TechCrunch , the most common mistake in unsuccessful pitch decks is an excessive focus on the business mode while neglecting the competitive landscape. Additionally, research indicates that investors now spend 24% less time reviewing pitch decks , making it even more critical to perfect your approach.
So, let's examine three dos and three don'ts of consulting pitch decks that you should follow.
Do - Start with the key takeaway (Answer First Approach)
Begin your deck with the most critical information: your main recommendation or conclusion. This aligns with the Pyramid Principle , ensuring that you immediately grasp the most important message without waiting for the end of the presentation.
Do - Use standalone sentence titles (SAS Titles)
Each slide should have a clear, concise title in full-sentence format that conveys the slide’s main message. This helps ensure that if someone were only to read the slide titles, they would still understand the essential points of the presentation (and your potential new clients will as well). This practice aids in communication clarity and effectiveness, especially for viewers who may skim the deck.
Do - Use powerful graphics and succinct formatting
Use well-designed graphics and maintain a concise format throughout the deck. Powerful visuals and relevant information help in making the argument fact-driven and impactful for potential investors. Also, ensure that all slides are uniformly formatted to maintain professionalism and ease of reading.
Don't - Use burying key takeaways
Don’t save important conclusions or recommendations for the end of the presentation. Always use a top-down approach where key messages are presented first. Placing critical information at the beginning ensures it will not be missed by the audience–this sounds like a no-brainer, but many pitch decks fail because of this.
Don't - Overload slides with text or irrelevant data
Keep slides clear and focused on one key insight to avoid overwhelming your audience. Overloading slides with too much information or irrelevant data can lead to confusion and dilute the impact of your message. Focus only on the unique strengths and present complex information as simply as you can.
Don’t - Ignore consistent formatting
Make that your deck adheres to a consistent format with uniform font sizes, brand colors and alignment of text and images throughout. Consistent formatting is crucial as it not only enhances the professional appearance of your presentation but also aids in creating a compelling presentation, which we also see when we analyze relevant case studies from famous sales decks .
How to Create an Effective Consulting Pitch Deck
In my experience, creating an effective consulting pitch deck is both an art and a science. Besides following the key factors, dos and don'ts that I mentioned before, it's important to consider your consulting firm's value proposition, action plan, the client's problem, the visualization of data and concepts, the market analysis and more.
It's really more complex than you might believe, which gives us three clear options to create amazing consulting pitch decks:
- Do It Yourself (Hard!): If you have the skills and time, creating the pitch deck yourself might be a good option, as long as you are willing to sacrifice your precious time (creating pitch decks can take up to a few months !). By using software like PowerPoint, Keynote, or more advanced tools like Adobe Creative Suite, you can customize every part of the deck to align with your firm's branding and meet your prospective client's specific needs.
- Hire a Freelance Designer or an Agency (Meh!) : If design isn’t your forte or if you’re crunched for time, hiring an agency or freelance graphic designer might be a good call. A professional pitch deck design service can bring your data and concepts to life visually, making all the details easier to digest and your presentation more engaging.
- Use Superside's Creative-as-a-Service Model (Easier, Better and More Affordable): We are far more than just a pitch deck design agency . Superside is a subscription-based design service that offers a wide range of capabilities under one umbrella, including consulting pitch deck design. We provide faster, more affordable and more reliable services than traditional pitch deck design agencies, making us the ideal choice for your consulting firm."
What About Using AI Tools to Create a Consulting Pitch Deck Template?
Using AI tools to create consulting pitch decks has become an increasingly popular practice, thanks to the sophistication and efficiency that large language models can offer. I can name a few AI-driven tools, such as Slides.AI and StoryDocs , that significantly simplify the deck-building process.
However, although I personally support the use of AI for creating pitch decks and presentations, it's important to strike the right balance between AI and human-powered creativity.
That's why we at Superside offer our AI-Enhanced Creative Service , which combines the expertise of our pitch deck and presentation designers with the power of AI. This integration helps to reduce design times, generate more templates and more accurately capture the tone, voice and mission of your consulting firm like never before.
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Your next consulting project needs to stand out. However, before you can impress your next client, you must first win over your investors.
Superside's presentation design services have successfully completed over 41,000 projects in recent years for different customers, including AEI Consulting , a firm focused on building, environmental, land and sustainability consulting. We designed pitch decks for them that significantly increased their deal-closing rate.
Our team of skilled pitch deck designers at Superside crafts designs that directly talk to your target audience, including clients and investors. This results in highly effective consulting pitch decks that are sure to secure wins.
The best part? A Superside subscription offers more than just pitch deck design . It includes branding, illustration design , email design, landing page creation and our innovative AI-enhanced creative services, which simplify the process of scaling and ensuring your brand stands out.
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25 Best Consulting Pitch Deck Examples in 2024
It's now time to take a look at some effective and practical consulting slides that have really delivered results. I'll show you examples from McKinsey, KPMG, Deloitte and PwC because they say that learning from the best is the best way to learn.
McKinsey Consulting Presentations
1) digital globalization: the new era of global flows.
This McKinsey PPT example is great because of the kind of value it adds through data not easily found elsewhere. They highlight trends clearly, such as market size and social proof with cool and clear infographics.
2) McKinsey Global Institute Report - A labor market that works: Connecting talent and opportunity in the digital age
This consulting slide deck is thoughtful because if you look at slides 30 - 33, it gives an actionable plan and recommendations for each unique stakeholder. This makes the messaging very personalized and it is more memorable because it appears at the end.
3) McKinsey Quarterly 50th Anniversary Highlights
Although you wouldn’t expect a company’s anniversary to make for an example-worthy PowerPoint presentation, the way they have incorporated the human touch is a key takeaway from this consulting slide deck.
4) From touchpoints to journeys: Seeing the world as customers do
This consulting slide deck is amazing because of how it presents information as a list, making it easy for the audience to follow. The use of illustrations also helps the audience to grasp the content more effectively, since our brain processes images much faster than words.
KPMG Consulting Presentations
5) how to use weflive 2017.
This excellent PowerPoint presentation has already been viewed over 11,900 times, just four months after it was uploaded. Screenshots help existing and potential customers easily understand the KPMG system . This is a win-win strategy for any business because it is so scalable (multiple users can self-learn at their own pace and time) and cost efficient (reduces the need for chat support or account management).
6) Global Construction Survey | 2016
Here is another great PowerPoint presentation , simply because of its natural storytelling tone, especially in the first half of the deck. Bullet points also keep it clear and interesting.
7) Global Automotive Executive Survey 2015
This presentation is pure gold in terms of investing in design. Each slide has been designed to make it consistently visually appealing. Extra effort shines through in presenting data via objects (such as cars on tracks) that is relevant to the industry (automobile).
8) Getting ready for IFRS 16
Simple. Clean. Neat. This consulting slide deck is a delight to the eyes because of its clean white background. It prevents the readers from distractions to read the key points. Further, the use of icons helps effectively deliver the content that the speaker wants to provide.
9) European Family Business Trends: Modern Times?
This consulting slide deck makes the list for a simple reason: they included all their contacts and office locations on slide 15. You’d be surprised how many people miss including their particulars so that potential clients or partners can contact them easily.
Deloitte Consulting Presentations
10) tmt outlook 2017: a new wave of advances offers opportunities and challenges.
Management consultant Deloitte provides another great PowerPoint presentation that directly interacts with the audience. Several times in the deck, they’ve asked the audience to take part, with polls. This ensures the audience stays tuned in during the entire presentation.
11) Findings on health information technology and electronic health records
This consulting slide deck is better than many generic PowerPoint presentation examples because it highlights key takeaways about electronic health records and does not overload viewers with too much information. The important highlights on each slide are in bold.
12) 4 approaches to automate work using cognitive technologies
Sneak previews -- they do not just work for movies, but for PowerPoint presentations as well. This presentation uses a smart technique to give an educational solution it is their target audience.
13) Moving digital transformation forward: Findings from the 2016 digital business global executive study and research report
This consulting slide deck is another design and storytelling win. If you observe carefully, the content is presented to its audience as a journey from the start (slide 7) to the end (slide 21). The information is shown with an infographic, but focuses and explains each component, so that the reader can easily absorb the information.
PWC Consulting Presentations
14) putting digital technology and data to work for tech cmo's.
This gem is another brilliant presentation example. Not only does it provide a step-by-step actionable recommendation (slides 15-18), but it gives a real case study afterwards. Many presentations supply data and recommendations without showing how they apply. Remember, success stories and testimonies boost your credibility.
15) PwC Trends in the workforce
Something fresh is always great. This consulting slide deck made our list because of the layout it uses on the left-hand side. Having a consistent, simple visual element (like a table of contents) helps engage the audience.
16) World Economic Forum: The power of analytics for better and faster decisions by Dan DiFilippo
It is difficult to retain information from presentations. This consulting slide deck is a notable example because it gives the audience a summary (slide 19) to ensure that the important learning points are not forgotten.
17) Business Pulse - Dual perspectives on the top 10 risks and opportunities 2013 and beyond
Whether you are giving a sales presentation or simply sharing information, speak to your audience. This exceptional consulting deck asks questions of the audience that are creative and intelligently crafted. Check out slides 2, 3 and 7.
18) How fit is your capital allocation strategy?
You don’t have to include everything. You can provide high-value additional content at the end of your presentation. Help your audience know what’s next.
19) The evolving value chain in life sciences
This is a good PowerPoint presentation example because it uses the company’s template and has the logo on every slide. Although it sounds like a small detail, including your logo on every slide increases familiarity and brand affinity, especially if your company is new.
20) The new revenue recognition standard for life sciences companies
What we can learn from this consulting slide deck (slide 3) is to remember to introduce yourselves... especially if you are presenting to a new group of people! Providing your particulars also enable you to network easily afterwards and boost your professional connections.
21) Cultural Times - The first global map of cultural and creative industries
Literary techniques can go beyond poems or plays. Use acronyms, alliteration, similes, and metaphors when presenting. In this PowerPoint presentation example, the speaker used 4Ds to help its audience remember the key points. Brilliant.
Ernst & Young Consulting Presentations
22) ey human capital conference 2012.
This pitch deck by EY addresses the complexities of managing employee mobility, focusing on the various considerations that both employers and employees must navigate. It covers essential topics such as risk management, ensuring the quality and effectiveness of mobility programs, compliance with legal requirements and the need for effective coordination and communication.
23) EY Price Point: global oil and gas market outlook
This pitch deck from EY presents a global outlook on the oil and gas market as we enter 2021 with a sense of cautious optimism regarding global health, the economy, and energy markets. The early approval and rollout of COVID-19 vaccines in the US and UK have injected hope, particularly highlighted by the swift development and reported efficacy exceeding 90%.
24) IBOR transition challenges and opportunities
This consulting slide deck outlines the agenda and provides an overview for a webinar focused on the IBOR transition within the asset management industry. The webinar aims to discuss various aspects of the transition, including its current progress, the implications for asset managers and their products, insights from European central banking working groups, and how different firms are handling the migration process.
25) Power transactions and trends Q2 2019 overview
This EY pitch deck provides an analysis of global power and utilities deal activity in the second quarter of 2019, highlighting a substantial 44% increase in deal value from the first quarter, totaling $26.8 billion. The Americas emerged as the region with the highest deal value, contributing $13.1 billion. Financial investors played a pivotal role, predominantly targeting integrated utility assets for their stability.
Achieve Pitch Perfection With Superside's Consulting PPT Deck Services
Here is the secret from professional consultant presentations: there is no secret. Presentations succeed because they use the same basic rules, whether for a consulting giant or a one-person start-up.
Use these tips to take your presentation to the next level:
- Keep your audience in mind.
- Be creative and unique–stand out with the help of Superside.
- Be thoughtful. Make information easy to digest.
Your next consulting presentation could be designed by experts in the field who have created pitch deck templates for consulting firms. Eager to discover more?
Book a free demo and a call with Superside today and see how our presentation design services can elevate your pitch to the next level.
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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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A deep dive into consulting presentations
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In this blog, we explore what a powerful consulting presentation includes to guide decisions and influence change. We highlight the importance of telling a good story, using real data, understanding your audience, and being ready… ... read more In this blog, we explore what a powerful consulting presentation includes to guide decisions and influence change. We highlight the importance of telling a good story, using real data, understanding your audience, and being ready for any questions they might have. Learn how to build trust and keep people engaged in your next presentation with this guide. close
In the business world, consulting presentations come as a relief from the constant ambiguity and uncertainty. Having data and research inform the consultant’s advice offers a beacon of clarity for clients. But often it is the way a presentation shapes that impression; this essential tool has the power to influence decisions, challenge mindsets, and pave a path for organizations. At Prezlab, we’ve seen firsthand the impact a well-crafted consulting presentation can have, and in this blog, we will discuss what elements you can master to create game-changing slide decks.
What is a consulting presentation?
While consulting presentations may look like just another slide deck, they actually have a lot of influence that can make or break a project. It is where a consultant lends their expertise to a client’s needs through clarity, brevity, and persuasion to bring insights and recommendations to life. We aim to unravel the different elements that make up an effective consulting presentation by identifying their purpose and components.
What is the purpose of a consulting presentation?
Before we look into the components of a consulting presentation, let us understand the purpose behind them:
Securing funding
The story of every successful startup begins with a powerful pitch deck, which is the heart of any venture’s idea. The presentation here doesn’t just tell an investor about a premise; rather, it sells an idea to showcase the potential it has to redefine the industry. An expertly crafted consulting presentation turns a budding idea into concrete, actionable propositions. These presentations bridge the gap between a visionary and an investor and make the case for an idea to deserve the capital and resources to be brought to life.
Influencing policy
With any policy change or societal shift, consulting presentations bear the responsibility of pushing for informed and sound decision-making. These slides are not just about the facts and figures; they provide strategic narratives that provide the necessary groundwork to steer those decisions. They weave together data, research, and stories to make a case to urge policymakers to consider new options that can shape the future.
Driving organizational change
To stay relevant, many businesses find themselves needing to reproduce and change within the ever-evolving marketplace. When found at these crossroads, consulting presentations are the guiding light that paves the way for a new direction. Their role isn’t just to gather compilations of what aspects need to change; they are blueprints that encapsulate the essence of the new vision. It sets the scope and maps out the roadmap, providing a reference while rallying all those involved to align for a common goal.
Key elements to consider for an effective consulting presentation
As we unravel the layers that make up an effective consulting presentation, you quickly realize that it’s a lot more than just the facts and figures. Rather, it’s an experience that inspires and influences the audience. By blending data with storytelling, these presentations are an art form in themselves. Let us explore some of the crucial elements that presenters must consider to ensure that their presentations can truly make an impact and resonate with their audience.
Crafting a powerful narrative
Narrative is the necessary bridge that links raw data with thoughtful insight. Stories make information more human and relatable. To craft effective narratives for a consulting presentation, consider:
Understanding the audience
Before you start, think about who it’s for. Are you addressing stakeholders looking for ROI or directionless employees? Recognizing what your audience is looking to hear is half the work. When you tailor the narrative to specific perspectives, you’re already halfway there to gain their trust and attention.
Building a hook
Every engaging story starts with a strong beginning that hooks you in. In consulting presentations, this translates into the problem statement or the “why should I care?” part of the narrative. But it’s not about simply stating the problem, you need to frame it in a way that can resonate with the audience. By posing the central question, you lure in a curious listener and lay the foundation for the rest of the presentation.
Taking them on a journey
Once you’ve managed to hold your audience’s attention , you can now begin the narrative journey. Using the traditional storytelling structure, you begin by introducing the challenge and setting the tone. Then you lead them into the middle part with the extensive research. And finally, you smoothly slide into the conclusion with your solutions. Stories turn audiences into active participants, so you can end on a hopeful note by giving an audience a vision for the future to look forward to and begin working towards.
Building trust through transparency
Trust is rooted in transparency. You cannot build relationships without a confident audience, so avoid “fake news” by keeping in mind the following:
Using authentic data
Naturally, you want the data to support your argument, and you might get the urge to cherry-pick the information that fits your narrative. However, authenticity is achieved when the facts speak for themselves. The presenter’s true skills lie in making the narrative fit the facts, not in altering the facts to fit the narrative.
Being clear on sources
Every piece of information shared should have a traceable origin point. Being straightforward with where your data was sourced from gives your presentation credibility and protects it from any potential disputes. Since information can be found easily and everywhere, the quality and reliability of the information are crucial. Presenters can emphasize their meticulous research and foster trust by clearly stating their sources.
Highlighting assumptions
Many consulting presentations will feature forecasts and projections for the future that rely on assumptions. It can seem tricky to support projections for results that do not exist yet, but by outlining the assumptions, you add a layer of depth to the presentation. It provides a proactive approach that anticipates future results and showcases the presenter’s preparedness and research. It shows that they considered several angles and perspectives, solidifying them as trusted advisors.
Customization for audience engagement
Every audience is different, and recognizing this difference can make or break a presentation.
Customization is not merely a modern trend but an essential aspect of effective communication. At the heart of any successful presentation, lecture, or seminar is an understanding of the audience’s unique characteristics and needs. Every audience varies in its preferences, culture, and expectations. Recognizing these nuances doesn’t just enhance the presentation; it’s often the difference between one that’s forgettable and one that leaves a lasting impression.
Segmenting the audience
Audiences are rarely homogenous; there will always be distinct segments that each have their own interests and priorities. Assuming otherwise will lead to broad and unspecific messages that are too general to benefit anyone. By recognizing the different types of people within an audience, a presenter can incorporate different elements to resonate with and relate to each group. Tailoring a presentation to address different concerns ensures that the main ideas and concerns are addressed and that no one feels lost or dissatisfied.
Using relevant case studies
Another way to address a specific audience’s concerns is to offer case studies that are relevant to their industry and experience. Real-life examples make the abstract concrete. The theories and models are valuable, but drawing parallels from true events can effectively make the point clear and resonant. Relevant case studies make the subject matter relatable and closer to the audience.
Mastering the Q&A session
Usually, the consulting presentation is just the precursor; the real challenge is what comes after: the Q&A segment. It is the perfect opportunity to properly engage with the audience , in that unscripted conversation, you can best demonstrate your expertise in the subject matter.
Anticipating questions
Even though every audience is different, a seasoned consultant can usually predict the kinds of questions that will come. By being able to anticipate these questions, you can prepare succinct and thought-out answers for a seamless interaction. Not only does preparation showcase your expertise, but this proactivity also shows that you respect the audience’s curiosity.
Handling curveballs
Despite your preparation, there will always be unexpected questions that catch you off guard. And although these curveballs present a challenge, they are also an opportunity. The key is to handle these questions with composure and transparency, you can acknowledge that you might not have an immediate answer and offer to follow up. This way, you would indicate your credibility by reminding the audience that you are always learning and evolving.
Ending on a high
There is no need for a Q&A session to just be a static series of responses, you can use this opportunity to go back to your presentation’s original message and theme. This way, you ensure that the message isn’t lost after segueing into different topics covered in the Q&A. By repeating the core idea, you solidify the presentation’s primary takeaways and leave that as the audience’s final impression.
A consulting presentation aims higher than a typical presentation; it offers a roadmap to help clients navigate their challenges. It weaves together a sophisticated blend of influence, understanding, and engagement to share research and insights with an audience. By putting together a compelling narrative and building rapport, these presentations educate and empower audiences to envision the path ahead. As they are about shaping perspectives and steering choices, they should be an illuminating experience for stakeholders.
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6 Consulting Pitch Deck Examples to Win Clients (+Templates)
Explore top consulting pitch deck examples and templates and learn how to create compelling consulting decks that captivate clients and close deals effectively.
9 minute read
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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:
Format | Pros | Cons |
---|---|---|
- Ideal for linear, text-focused content - Universally accessible and printable | - Lacks interactivity, not suitable for dynamic storytelling - Difficult to update or customize once finalized | |
PPT | - Versatile for combining text and basic visuals - Familiar editing and presentation tools | - Limited scope for advanced interactivity - Can appear generic without custom design work |
Word | - Excellent for draft collaboration and text editing - Straightforward for basic document creation | - Struggles with integrating complex visuals or multimedia - Not designed for impactful visual presentations |
Storydoc | - Excels in creating immersive, interactive experiences - Ideal for data visualization and narrative storytelling | - Might need some learning for first-timers - Printed files lose their interactivity |
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.
Hi, I'm Dominika, Content Specialist at Storydoc. As a creative professional with experience in fashion, I'm here to show you how to amplify your brand message through the power of storytelling and eye-catching visuals.
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How to Create the Perfect Consulting Presentation!
As a consultant, presenting is an everyday part of your job. Elaborate slides illustrate coaching, strategies and analyses. Projects are presented to your clients or to management, new concepts are developed, and management consulting results are communicated.
A lot of work goes into a consulting presentation. Slides need to be carefully thought out and highlight important aspects clearly and concisely. In this article, we’ll show you how to create the perfect consulting presentation.
Consulting presentation: What is it?
In most cases, consulting presentations are held by people from outside the company : Management consultants . The presentation provides a closer look at the company by an objective third party . Problems, opportunities, etc., are analyzed and potential solutions are outlined.
The consulting presentation shows new opportunities for the future growth of a company. Managers or the executive board can then pursue new strategic paths. That is why a well-thought-out presentation is essential.
5 tips for creating the perfect consulting presentation
Tip 1: The key message
The key message of your presentation is invariably the central idea that your presentation is built around . Naturally, the first priority is to develop it. You can get tips and detailed information on this in the article, Key Messages in Presentations .
What’s important is getting the key message across correctly . You’re a professional in your field. You’ve spent weeks working on the presentation subject and know it inside and out. Now imagine that the people sitting opposite you in your presentation don’t have the same amount of insight as you do.
Keep in mind: Your audience doesn’t want to know everything.
Much of the information you’ve researched and painstakingly analyzed is simply not interesting to your audience . So don’t overload your presentation with content. Especially not with content that has little relevance.
Also, managers and executives are often short on time. In other words, you have no choice but to keep it short and include only the most important points in your consulting presentation. Get to the point quickly. And at the same time, deliver a clear key message.
Align yourself with your target audience . Remember that less is more. Get to the heart of your key messages. Reduce your presentation to the essentials . If there are any follow-up questions, you still have your notes with more in-depth content as a backup.
Tip 2: Know your audience
In most cases, the audience for your consulting presentation will be managers or executives. In some cases, staff representatives or employees may also be present.
Design your consulting presentation with your audience in mind . For example, you may need to address executives differently than employees. Staff representatives often have different questions than managers. Find out in advance which stakeholders will be present and think about how you can address each group’s interests.
In general, the following stakeholders are interested in this:
- Business leaders are interested in the company as a whole. They want to know how the presentation will move the company forward and what impact it could have on the company and corporate culture.
- Staff representatives advocate for employee interests. Consequently, they primarily look at how corporate changes could affect employees. Issues of trust and opportunities for collaboration are scrutinized.
- Employees have personal interests: How could changes affect their position in the company? Will there be new points of contact? Could they imagine continuing to work here?
Tip 3: The right slide design
What structure should you use?
Limit yourself to one message per slide . Use the Pyramid Principle as a guide. The key message is at the top and the supporting arguments are arranged in a hierarchy below it.
Use one slide for each part of the pyramid. Start with the headings. Make them as meaningful as possible. Feel free to use action titles. You can find an article on this topic in our blog called, Action Titles: How To Use Your Key Messages as Slide Headers .
What design elements should you use?
Quite simply: Preferably none.
It’s often said that the design is as important as the content. But this doesn’t necessarily apply to a consulting presentation. If anything, a white or blank background looks more sophisticated and makes for a calm, non-distracting presentation. It puts essential elements in the foreground.
Design your slides sparingly. A few important statements with sufficient room on the slide are enough. This allows your audience to absorb important aspects more quickly.
Also, don’t experiment with the font. Avoid anything ornate and go for a font that is clear and legible. Readability is a must. When it comes to font size, you can rely on about 20 points.
Colors should be used purposefully. Overly colorful backgrounds and slide elements are distracting. If you use colors, use no more than three colors from a standard palette.
Few design elements – what does that mean for text, images and diagrams ? Even with these elements, you should stick to the principle, “less is more” . You want your text to be easy to digest. That is, you should avoid long blocks of text to keep the audience listening to your presentation, rather than reading it. Reduce the text as much as possible. Turn whole sentences into single (key) words .
Be economical with images , too. Never overload your slides. Only use images that are relevant to your content.
With diagrams , you need to pay attention to simplicity . Again, reduce content as much as possible and focus on the essentials. Create diagrams that are well organized and don’t experiment with too many colors. Concentrate on your key message and align your diagram with it.
Accentuate what is important . Leave out anything less than or keep it in the appendix for follow-up questions.
Minimalism on slides also means: Don’t use effects or animations. 3D effects and moving elements are out of place in consulting presentations and only interfere with the core content on the slide.
Tip 4: Practice
One point that should be clear is: A consulting presentation needs to be well rehearsed . This will make sure that any gaps in your presentation or points where you feel insecure will become apparent before you present.
As a consultant, you have to be a confident presenter . Your company is relying on your qualities and experience. You have to deliver. Don’t forget to practice and take practice seriously. You could present in front of a test audience or have colleagues review your presentation.
An important thing to keep in mind is the length of the presentation . As mentioned earlier, management often has little time. In your practice sessions, focus on the key points and have more details ready when asked. Allow a few minutes for questions during practice. You can find tips on how to prepare here and how to manage your presentation time here .
Some tips for giving a strong presentation include :
- Speak loudly and clearly!
- Involve the audience (tips can be found in the article, Interactive Presentations ).
- Establish a personal connection with the audience (click here for storytelling tips).
- Maintain eye contact with the audience.
- Be attentive and pay attention to the audience’s reactions.
Tip 5: Structure presentations according to time
Often a consulting presentation will have a set time limit that can’t be exceeded. Some examples are:
- The 20-minute presentation
To stick to the time limit, but still communicate all the important points, you need a common thread . Think about how you want to build the structure. Here’s a structure you can use as a guideline:
Situation: Describe the current situation. Stick to facts known to the audience.
Problem: Explain the problem that has occurred. Describe what effects this can have. It must be clear that a solution that is relevant to the audience needs to be found.
Solution: Present the solution. Make it clear that this can positively influence the consequences of the problem. Briefly address what the solution needs to do.
What comes next : Stay specific and provide suggestions. Now it is the company’s turn to act.
- The 60-minute presentation: Status report
An hour gives you the opportunity to deliver your presentation in much greater detail. That said, you should still stick to the principle of less is more . Even though you have more time to present, don’t go overboard and risk losing your audience’s attention.
This structure is quite similar to the Pyramid Principle we discussed earlier. It can also be modified depending on the topic. The structure is as follows:
- Introduction
- Issue/objective
- Solution/status
The introduction provides an overview of the topic. Frame your presentation in a way that the audience will understand.
This is followed by the issue or objective. At this point, you recap why you’re presenting and clarify the key question.
Next comes the solution or status (3). Present the solution to the key question. Make clear that your proposal will solve the problem. Depending on time, you can add details or keep them ready for follow-up questions.
In the details section, provide a comprehensive description of your solution (4). Make sure it’s well structured – put it down on paper first. Cover quality, costs, resources, time and all other important aspects. Make this section as clear as possible.
The decision/next steps slides follow. At this point, remind your audience again of the problem (2) and its solution (3). Now it is up to your clients to make a decision. The next steps are to give an outlook on how the subsequent actions could proceed (in terms of time/resources, etc.).
- 60-minute presentation: Comparing options
If want to compare options, you can use the following structure in your 60-minute presentation:
- Provide an overview of the topic and context for your audience.
- First, describe the negative impact of the issue that has arisen. Don’t present solutions yet.
- If you had an objective, explain it briefly. Address the person who gave the assignment. Describe your approach to investigating the problem. Don’t present any solutions yet.
- Describe the first option . Really go into detail and consider all factors, such as time, money, resources, etc. Highlight all factors and implications. Keep this part neutral and avoid giving your personal opinion.
- Describe the second and potential third option, as in point 3 . Again, avoid giving any kind of personal opinion.
- Compare the options with each other. This is the main work and core point of your presentation. Conduct the comparison on one slide so that the points are clear and can be evaluated at the same time. Be prepared for follow-up questions.
- Now you can make your recommendation for an option. Justify it in detail.
- At the end of your consulting presentation, combine the problem or objective with your recommended option as a solution.
Example: McKinsey 7-S framework
The 7-S framework was created in 1980 by McKinsey management consultants . It represents seven core elements that are fundamental to a company, and which can be included in the consulting process .Many management consultants use the model as a starting point for their consulting presentation.
The seven elements are:
- Strategy: The company’s strategy must deliver a competitive advantage over rivals.
- Structure: How the company is organized, and departments structured.
- Systems: The company’s activities and processes that are used by employees daily.
- Skills: The competencies of employees (corporate skills).
- Staff: Company employees, their abilities and demographics.
- Style/culture: Corporate culture as defined by management.
- Shared values/superordinate goals: The values and standards that are shared throughout the company (mission statement, corporate identity).
Strategy, structure and systems are the hard factors . The remaining elements are soft factors that are easier to define and present.
Feel free to use PresentationLoad’s professionally designed 7S model for your next consulting presentation!
Here are some things to watch out for and avoid in your consulting presentation
- Creating presentations from the wrong perspective: Stay client-centric. Avoid any “I” phrases, even when the presentation was written by you. It’s not about you but about providing advice to the company that has hired you. Put your audience and their needs at the forefront of your presentation.
- Misunderstand and mischaracterize presentation objectives: Think carefully during your preparation about why you’ve been hired. What is the purpose and goal of the presentation? Are you simply expected to share information as facts, or are you expected to dive deeper and make recommendations?
- Not use enough impactful headings: Go for clear, punchy headers. Optimally, you should also use action titles. For tips, see our article, Action Titles in PowerPoint . Avoid long-winded headings that go beyond two lines. Stick to a length of about 6-10 words.
- Leave open-ended questions: Use concise text that covers all key information. Answer the “so what” question, that is, keep the purpose of the presentation in mind, what does XY mean to your client? What is the significance of the projected numbers?
- A lack of authority and technical preparation: Your client has entrusted you with their problem. You need to be sure of what you’re talking about and stay as calm and poised as possible. Speak freely whenever possible and, most importantly, without making mistakes. Consider all technical obstacles beforehand. Make sure your slides are crisp and easy to read.
- A weak ending: Avoid using “Thank you for your attention” at the end of your presentation. Rather, end your presentation with an interactive, open-ended question to your audience. Or give an alternative outlook on the future. You can find more ideas in our article on how to end your presentation .
Conclusion: Create a professional consulting presentation
The key to successful presentations lies in the right preparation and dedicating enough time to work out all the important points. Take our tips to heart for your next consulting presentation assignment. In no time at all, you’ll see a difference in the quality of your PowerPoint presentation.
Do you have questions about consulting presentations or PowerPoint in general? Please don’t hesitate to get in touch at [email protected] . We’ll be happy to help you!
Are you looking for visually impressive and professionally designed slide templates ? Feel free to have a look around our shop. We have countless templates on a wide variety of (business) topics for you to download as ready-made slides. Take a look around today! ► To the shop
These articles might also interest you:
- 8 Tips for a Winning Company Presentation
- How to Create an Outstanding Report Presentation
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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.
Table of Contents
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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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.
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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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The Consulting Pitch Deck | Template, Examples, Guide & More
September 2, 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.
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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.
Pitch Deck Examples 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 more guidance, check out my consulting pitch deck guide or my:
- Med Tech Consulting pitch deck template
- Small business consulting pitch deck template
- Health Tech consulting pitch deck template
- Coaching pitch deck template
- Training marginalized communities pitch deck template
- Customer success consultancy pitch deck template
- Corporate advisory firm deck template
- Femtech advisory template
- Training platform pitch deck template
- Consultant for the automotive industry
- AR/VR 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. ..
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 :
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Also don’t miss out on my massive presentation specialist guide , last minute presentations and best business projector buyers guide.
Check out some of the essential 101 guides:
Mastering the Financial Projections Slide: Turning First Impressions into Lasting Opportunities
Creating an Impactful Traction Slide for Your Investor Pitch Deck: A Startup Guide
Mastering the Pitch Deck Solution Slide: A Startup’s Guide to Success with Slide Perfection
Mastering Your Pitch Deck Go-to-Market Slide: A Step-by-Step Guide For Startups
Pitch Deck Problem Slide: Template, Examples, Guide
The Elevator Pitch Slide | Examples, Template, Tips & Guide
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Table of Contents
How to Structure a Great Consulting Presentation
- Post author By Tringa Krasniqi
- Post date April 5, 2021
- No Comments on How to Structure a Great Consulting Presentation
Conducting market research is a key skill required in consulting. Consulting involves working on different assignments in completely different industries, hence knowing how to conduct market research is a fundamental skill all people who want to work in consulting need to have. In addition to doing market research, you need to know how to best present the findings to the client in a straightforward way.
Below I will provide a step-by-step guide on how to create a thorough market research presentation.
1. Have a good understanding of the industry
While you might think that you already know about most industries, some companies might want to conduct market research on something that you have never heard of, such as asset tokenization for the fine arts market or the tabletop gaming industry.
It is crucial that you understand the industry BEFORE you begin writing about it. You may skip this part if you are already familiar with the market, but the mistake that people often make is they start finding specific things about the market without understanding the broader picture. This can lead to incomplete research and an unhappy supervisor or client. Hence, the first step is to carefully and thoroughly understand the industry that you are researching.
2. Start with an overview
After understanding the industry you are working on, you can start working on your presentation. The first thing that you should mention in the presentation is an overview of the market, which should be completely summarized in one slide.
Usually a good overview includes:
- Estimated market size
- Major players
- Market trends
The market size should include the number of customers and revenue but shouldn’t give any detailed information such as revenue per customer, difference in regional revenue, or customer-centric information as that can be mentioned on later slides.
You should mention roughly 3 to 5 big players in the market, which would be the companies with the largest market share and biggest name recognition. New but successful companies can be mentioned later on.
Finally, you should include statistics on how the market has been doing, with one crucial element being revenues and number of customers for at least the past 5 years.
Ideally, 80% of this first slide will be infographics with little text.
3. Consumer research
The next thing to mention in your presentation would be a summary of your consumer research. A good understanding of consumer demographics and desires can completely change how the market is viewed.
This section should include more than 2 but less than 5 slides, depending on how thorough your research has been and how much information is available for that given market.
Key aspects of consumer research that should be included are:
- Age groups – a distribution of consumers by generation
- Brand loyalty – how attached are consumers to each company
- Price sensitivity – how likely are consumers to pick a brand that offers the lowest price
- Specifics about changes in consumer behavior. For example, during the past decade there has been a major shift in the gaming industry where the market share of men has decreased as women are buying more smartphone games.
4. SWOT analysis
SWOT (Strengths, Weaknesses, Opportunities and Threats) is one of the most famous ways to analyse a market. Here you could take two approaches: devote one slide to each of these components, or create multiple slides combining yet not naming them directly. You can’t go wrong with either of these approaches. Just make sure that you include all four components in your market overview.
5. Novel Success Stories
This is something that most people don’t include but it can transform your presentation from good to great. In this section you should include new companies that have found success in the market and anything specific that they have done that has worked. For example, if you are researching the fashion industry you would include the success of brands focused on athleisure or size inclusivity, which are two subsets that have proven to be very profitable.
Apart from mentioning specific brands, you could also mention broader marketing stories that have shown success. For example, a focus on sustainability, corporate social responsibility, or partnerships with influencers.
While your consulting presentation might change depending on the type of market you are researching and the amount of time you are given to complete it, following these general guidelines will help you create a great presentation.
Consulting presentations should be about delivering key information to your clients in a clean format that is easily understandable and where key trends can be seen.
Take your time when conducting a market research consulting project. Start by understanding the industry, and then work on your presentation by including an overview of the market, consumer information, SWOT analysis, and ending with novel success stories.
Tringa Krasniqi holds an MBA degree from The George Washington University. She is the founder and consultant at Ivy Journey, an educational consulting firm for gaining admission to universities and winning scholarships.
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Consulting Slides vs. Regular Slides
By Paul Moss
Creating a good presentation can take a monumental amount of time, effort, and sometimes money. but fortunately, we can look to the consulting industry as a north star for high-quality presentation building best practices. .
Over my career I’ve seen thousands of presentations – as a consultant, as a client, and now as an instructor. I’ve seen high quality slides from people at all different companies and in all different positions. But most often, the best slides tend to come from consultants.
This makes sense if you think about it… a consulting firm’s main deliverable is most often a PowerPoint deck, so it’s in their best interest to make these decks as high quality as possible. Especially when you consider the high price these consulting firms charge their clients, the focus on obsession with slide perfection feels slightly more justified.
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The list of what sets consulting-style presentations apart from most other presentations is long and varied. But in my experience there are four things consulting firms do that set their presentations apart from the rest of the corporate world.
1. Structure
The biggest challenge any consulting firm faces in their presentations is having a large amount of data that they need to show in a small amount of space. The way they can do this so effectively is by putting proper structure to their slides.
More specifically, consulting firms follow the Pyramid Principle (see our video explanation here ). The idea behind the Pyramid Principle is that when communicating you want to start by saying your main point first, before providing any details. In a normal conversation this is easy to do: “here is my main point, followed by reasons A, B, and C.”
But doing that same thing visually can be a little more tricky. Essentially you’re trying to help people look at the main point of your slide first, and then look at the details. Although it might not be immediately obvious, this is something consulting firms do extremely well.
Take a look at this slide from BCG for example. It’s from a presentation that’s trying to assess the relevance of Melbourne as a cultural destination. Can you spot the main message of the slide?
It’s right at the very top: “Melbourne has some leading education institutions.” Instead of telling you the main point verbally, they have to draw attention to the main point on the slide so that you look at it first. The way they do that here is by making the title a very eye-catching green, putting it right at the top with a line underneath, and making it the largest font on the slide.
But then the way they structure the rest of the slide is also very important. Again going back to the Pyramid Principle, they want you to see the second layer of detail next, which in this case is the subtitles of the slide. See how they’re slightly less obvious than the title, but still made to stand out? They’ve made them bold, and put lines underneath so they grab your attention.
Then lastly the logical bottom layer of the pyramid comes in the form of the text and charts. This is the supporting detail and data.
The visual layers of a slide might not be something you notice consciously, but this is something that consulting firms care about quite a bit. They want you to process the levels of the slide one layer at a time because that’s the most efficient, and structuring it according to the Pyramid Principle is how they can trick your brain into doing it naturally.
The second difference I see most often is in the use of visuals. Typically, these visuals come in the form of charts.
Charts work well for consulting firms because they provide a couple of really important benefits. The first is that they allow the audience to process a large amount of information quickly. And secondly, they provide instant credibility.
Consulting firms are hired to provide really expensive advice, so it’s important for them to show how they reached their conclusions, and why those conclusions are credible. From my experience, clients and executives like to see data because it provides them the evidence they need to make informed decisions.
Let’s take a look at another slide from the same BCG presentation. This one is all about how fewer students are choosing to study creative subjects.
Notice how prominent the chart is on this slide. It still follows the Pyramid Principle structure by starting with the main message (the slide title), then going into the details with the chart, but really there’s not much else to this slide. The chart does most of the talking.
Can you imagine how much harder this slide would be to understand if instead of a nice chart they decided to put a table with all the same numbers? It would take a lot longer for the audience to process the slide, and the connection with the main point in the title wouldn’t be quite as obvious.
In most consulting style presentations charts play a really significant role – they help the audience understand the information quickly, and they’re a great way to provide support for the key message. So if you can find ways to include relevant and insightful charts in your own presentations, you’ll be much better off.
3. Insights
The next difference is the emphasis on insights, and this is a big one. As a junior consultant I remember all the time people asking, “What’s the so what?”. Which is really just a way of saying, “What should the client take away from this slide?”.
As annoying as it was to hear this question on repeat during the life of a project, it’s actually incredibly important. When a client looks at a slide they’re going to be overloaded with information, so it’s important to help them quickly and easily understand what they need to know, and how they can act on it. This is something consulting firms understand well, and they have a number of tactics to make sure their slides can be processed quickly and easily.
One that I’ve already mentioned is the use of an effective title. Rather than just putting a topic for the slide at the top, the titles are a full sentence that clearly spell out the key takeaway from the slide. This is a hallmark of any consulting style presentation.
But notice how they how clearly draw attention to the insights in other parts of the slide. With the subtitles they’ve essentially done the same thing. Instead of saying something like, “Creative Schools”, they’ve spelled out in clear and plain english what they want you to know, which is that “Melbourne has some of the world’s best creative schools”. Then on the right they’ve done the same thing, “Student tertiary participation in art and design is relatively strong”.
Here’s another example of showing insights from the same presentation.
Notice how they have a callout for the chart to show that Melbourne has 800 venues, equivalent to the 5th highest per capita. That’s something that I can already see just by looking at the chart and the numbers at the bottom, but they’ve called it out because it’s an important insight that they want me to understand.
Then finally notice how on this slide once again the insights are made clear. Above each chart is a line that tells the audience exactly what they should takeaway from the chart. It’s simple, direct, and very clear.
4. Formatting
Then the final difference I tend to see often is a focus on obsession with formatting. I can remember being on consulting teams where we would gather together before sending a final presentation to the client, and each with our own printed copy, we’d go through every single detail on every single slide to look for any sort of formatting error we could find. Misplaced logos, font sizes that were a half size too small, or even an extra space between words.
At the time it felt ridiculous, but over time I came to realize just how important these sorts of things are in representing the name of the consulting firm. For these firms, their product is typically a PowerPoint deck, and they charge a lot of money for that information, so packaging it in a way that brings credibly and prestige to the firm is really important.
Here’s a prime example from the same BCG presentation:
In this slide there’s a good variety of different elements – a chart, a callout, quote boxes, footnotes. But notice how everything is so well placed. For example, despite the quote on the right being a bit shorter than the one on the left, they kept the boxes the same size so it looks more visually consistent. Or see how the numbers below the chart are all perfectly aligned in a straight line, and also all evenly spaced apart.
You might have also noticed the formatting consistency from slide to slide. When you compare this slide with one of the previous slides it’s easy to tell just how visually consistent BCG is, even for little things like the color and design of the callout box.
This sort of stuff probably feels really small and insignificant, but when you put it all together it really makes a difference in improving the overall look of a presentation.
Creating a good presentation can take a monumental amount of time, effort, and sometimes money. But fortunately, we can look to the consulting industry as a north star for high-quality presentation building best practices. With a focus on structure, visuals, insights, and formatting, these firms are able to create presentations that are clear, engaging, and persuasive.
Source information: Melbourne as a Global Cultural Destination Boston Consulting Group / Victoria State Government https://creative.vic.gov.au/__data/assets/pdf_file/0006/115764/BCG-Melbourne-as-a-Global-Cultural-Destination-Summary-for-CV-website.pdf
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1. Consulting Presentation Template. A consulting presentation functions as a sales pitch that you send to a potential customer. In your consulting presentation, you normally provide an explanation of how you will handle a certain project, your experience, and talents that make you the best fit for the work, and your price terms, and conditions.
For this post we've gathered 100+ real presentations from top consulting firms around the internet for you to review, analyze, and learn from. Each has its strengths and weaknesses, and each provides a different look into how top quality consulting presentations get created and delivered to clients. After finishing this article, make sure you ...
Presentations from top consulting firms like McKinsey, Bain, and BCG tend to feel very different and convincing compared to other corporate presentations. A part of this is the ability to effectively structure both individual slides and the full deck, which we have talked about in this post.
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 ...
Consulting presentations are your golden ticket to securing buy-in from potential clients, persuading decision-makers, and, ultimately, growing your business. Crafting a presentation that not only informs but inspires viewers requires a delicate balance of structure, storytelling, and persuasion. ...
Consulting Slide Deck: Do's and Don'ts. Estimated Reading Time: 9 minutes. The consulting slide deck is a management consultant's best friend. Through a great presentation, a skilled consultant can consolidate months of research, analysis, and data into a concise and easy-to-action recommendation for a client.
1. Introduce and position the consulting firm. The first goal of a consulting pitch deck is to introduce the consulting firm to the potential client and to clearly position it in the market. This includes detailing the mission, vision, core values and unique selling propositions (USPs) of the consulting business.
A consulting presentation needs more than boring slides. Learn how to do it right and get inspired by these 15 examples.
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 ...
What is a consulting presentation? While consulting presentations may look like just another slide deck, they actually have a lot of influence that can make or break a project. It is where a consultant lends their expertise to a client's needs through clarity, brevity, and persuasion to bring insights and recommendations to life.
The McKinsey presentation style emerged from the need to communicate complex strategic insights efficiently to senior executives, often under tight time constraints. Founded in 1926, McKinsey & Company has been at the forefront of strategic consulting, advising businesses, governments, and institutions worldwide.
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.
Consulting presentation: What is it? In most cases, consulting presentations are held by people from outside the company: Management consultants.The presentation provides a closer look at the company by an objective third party.Problems, opportunities, etc., are analyzed and potential solutions are outlined.
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 ...
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.
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 ...
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.
These seven consulting presentation tips will help you offer your ideas in a way that reflects well on your brand and impresses potential clients: Mind your brand. Balance words and images. Use high-quality visuals. Craft a compelling introduction. Consider your audience's point of view.
Consulting presentations should be about delivering key information to your clients in a clean format that is easily understandable and where key trends can be seen. Take your time when conducting a market research consulting project. Start by understanding the industry, and then work on your presentation by including an overview of the market ...
Creating a good presentation can take a monumental amount of time, effort, and sometimes money. But fortunately, we can look to the consulting industry as a north star for high-quality presentation building best practices. Over my career I've seen thousands of presentations - as a consultant, as a client, and now as an instructor.