Consulting Deliverables

Explore the core consulting deliverables that power strategy execution, client transformation, and operational performance across the VelorStrategy platform.

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Templates vs. Deliverables

Understand the distinction between reusable consulting templates and client-facing deliverables. Use this clarity to improve workflow, consistency, and value delivery in every engagement.

Templates

  • Purpose: Frameworks for building structured outputs
  • Timing: Used during planning and execution
  • Ownership: Internal to consultant/team
  • Examples: Kickoff agendas, discovery intake forms, strategy canvases
  • Reusability: Reusable and customizable

Deliverables

  • Purpose: Finalized, client-facing documents
  • Timing: Produced during or at end of project phases
  • Ownership: Shared with or delivered to client
  • Examples: GTM roadmap, stakeholder briefing, diagnostic report
  • Reusability: Unique and tailored per project

Management Consulting Guidelines

Practical guidelines and structured recommendations to support your client engagements across management and strategy domains. These categories include frameworks, reusable formats, and structured methods you can adapt for execution and delivery.

Strategic & Business Planning
Pitch Decks
  • Purpose: Communicate business vision to investors or stakeholders.
  • What It Includes: Problem, solution, market, model, traction, team, ask.
  • When To Use: Fundraising, partnerships, strategic introductions.
  • Format: Slide deck (PDF or PowerPoint).
Business Plans
  • Purpose: Define business strategy and operations over time.
  • What It Includes: Vision, market, product, operations, financials.
  • When To Use: Early-stage planning, investor due diligence, internal alignment.
  • Format: Document (Word or PDF).
Strategic Roadmaps
  • Purpose: Visualize long-term strategic initiatives.
  • What It Includes: Milestones, goals, timelines, owners.
  • When To Use: After strategy formulation to guide execution.
  • Format: Timeline graphic or slide.
SWOT Analyses
  • Purpose: Assess internal strengths/weaknesses and external opportunities/threats.
  • What It Includes: 2x2 matrix with quadrant insights.
  • When To Use: Strategy planning, competitor reviews, quarterly planning.
  • Format: Slide, graphic, or worksheet.
Feasibility Studies
  • Purpose: Evaluate if an idea is practical and viable.
  • What It Includes: Technical, financial, operational, and legal reviews.
  • When To Use: Before launching new products, projects, or markets.
  • Format: Analytical report or memo.
Transformation Blueprints
  • Purpose: Guide organizational or business model shifts.
  • What It Includes: Current state, future vision, gaps, sequencing.
  • When To Use: Strategic pivots, digital transformations, reorganizations.
  • Format: Slide deck or master plan doc.
Reports
  • Purpose: Document and present analysis or insights.
  • What It Includes: Data, findings, recommendations.
  • When To Use: Project milestones or final reports.
  • Format: PDF or formal document.
Case Studies
  • Purpose: Showcase past successes and results.
  • What It Includes: Context, problem, solution, results.
  • When To Use: Marketing, sales, or credibility building.
  • Format: 1–2 page summary or slides.
Operational Tools & Execution
Operational Playbooks
  • Purpose: Standardize execution across teams and functions.
  • Includes: Procedures, tools, templates, escalation paths.
  • When To Use: Onboarding, scaling, managing operations.
  • Format: PDF, slide deck, or interactive doc.
Process Maps
  • Purpose: Visualize workflows for clarity and efficiency.
  • Includes: Diagrams, inputs/outputs, decision points.
  • When To Use: Process redesign, automation, training.
  • Format: Flowchart (Visio, Lucidchart, PDF).
Implementation Plans
  • Purpose: Guide rollout of new initiatives or systems.
  • Includes: Objectives, milestones, owners, timelines.
  • When To Use: After strategy approval or solution design.
  • Format: Timeline, Gantt, or doc.
Benchmarking Analyses
  • Purpose: Compare performance to peers or standards.
  • Includes: KPIs, industry metrics, gap analysis.
  • When To Use: Performance reviews or transformation efforts.
  • Format: Report or scorecard.
Workshops & Trainings
  • Purpose: Build skills and align teams.
  • Includes: Agenda, exercises, materials.
  • When To Use: During change initiatives or rollouts.
  • Format: Decks, handouts, sessions.
Journey Maps
  • Purpose: Capture end-to-end customer or user experience.
  • Includes: Phases, touchpoints, pain points, emotions.
  • When To Use: Service design or user innovation.
  • Format: Visual map (PDF/design tool).
Meeting Summaries & Memos
  • Purpose: Capture key discussions and actions.
  • Includes: Attendees, agenda, highlights, next steps.
  • When To Use: After client, internal, or steering meetings.
  • Format: Memo or email.
Policy & Procedure Docs
  • Purpose: Define rules and operating procedures.
  • Includes: Policies, compliance, roles.
  • When To Use: Risk mitigation, compliance, audits.
  • Format: PDF or Word doc with version control.
Organization, People & Change
Org Charts & Role Designs
  • Purpose: Visualize structure and responsibilities.
  • Includes: Reporting lines, job scopes, functions.
  • When To Use: Restructuring, scaling, HR planning.
  • Format: Diagram (PDF/slides).
Change Management Plans
  • Purpose: Guide organizations through transformation.
  • Includes: Stakeholder analysis, comms, readiness.
  • When To Use: Major change initiatives.
  • Format: Document or rollout slides.
Stakeholder Maps
  • Purpose: Analyze influence, engagement, interest.
  • Includes: Groups, power-interest matrix, strategy.
  • When To Use: Before launches or large projects.
  • Format: Matrix or chart.
Client Briefing Notes
  • Purpose: Summarize key insights for meetings.
  • Includes: Objectives, context, talking points.
  • When To Use: Executive or stakeholder sessions.
  • Format: 1–2 page brief or slides.
Scorecards & KPIs
  • Purpose: Measure performance and progress.
  • Includes: KPIs, targets, results, statuses.
  • When To Use: Ongoing tracking/reporting cycles.
  • Format: Dashboard, spreadsheet, scorecard.
Governance Frameworks
  • Purpose: Define decision-making & oversight.
  • Includes: Committees, roles, policies.
  • When To Use: Corporate/regulatory contexts.
  • Format: Document or slides.
Contracts
  • Purpose: Formalize agreements legally.
  • Includes: Terms, scope, deliverables, clauses.
  • When To Use: Before paid projects or partnerships.
  • Format: Legal doc (Word or PDF).
Financials, Risk & Market Research
Financials
  • Purpose: Track and analyze financial health.
  • Includes: Income, balance, cash flow, budgets.
  • When To Use: Reporting, fundraising, planning.
  • Format: Spreadsheet or finance deck.
Due Diligence Reports
  • Purpose: Assess viability, risks, and integrity.
  • Includes: Legal, financial, operational, strategic reviews.
  • When To Use: M&A, investment, partnerships.
  • Format: Formal assessment report.
Risk Assessments
  • Purpose: Identify and mitigate threats.
  • Includes: Risk matrix, ratings, mitigation steps.
  • When To Use: Planning, audits, regulatory checks.
  • Format: Register or heat map (PDF/Excel).
Market Research
  • Purpose: Understand trends, customers, dynamics.
  • Includes: Competitive data, insights, segmentation.
  • When To Use: New markets, launches, positioning.
  • Format: Report, charts, or deck.
Governance Frameworks
  • Purpose: Ensure accountability and oversight.
  • Includes: Roles, decision rights, policies.
  • When To Use: Boards, regulated industries.
  • Format: Model doc or presentation.
Policy & Procedure Docs
  • Purpose: Standardize conduct and operations.
  • Includes: Policies, procedures, compliance rules.
  • When To Use: Onboarding, audits, compliance.
  • Format: Document (Word/PDF) with version control.

Strategy Consulting Guidelines

Practical guidance for structuring strategy work—from upfront analysis through execution oversight. Use these categories to frame insight generation, sharpen recommendations, and drive leadership alignment around choices that shape future direction.

Market & Competitive Analysis
Industry Landscapes
  • Purpose: Size markets, map segments, and understand structural dynamics.
  • Includes: TAM/SAM/SOM, growth drivers, value chain, regulatory context.
  • When To Use: Early scoping, market entry, or portfolio reassessment.
  • Format: Research deck with exhibits and concise executive summary.
Competitor Benchmarking
  • Purpose: Compare positioning and performance vs. peers and disruptors.
  • Includes: Feature matrix, pricing stance, share trends, capability gaps.
  • When To Use: Differentiation work, pricing moves, share recapture plans.
  • Format: Comparative scorecard, heat maps, and highlight reels.
Customer & Demand Signals
  • Purpose: Surface needs, adoption barriers, and willingness-to-pay.
  • Includes: Segmentation, personas, JTBD, buying criteria, churn drivers.
  • When To Use: Product strategy, GTM planning, pricing & packaging.
  • Format: Insight report with charts and implications page.
Trends & Scenario Scans
  • Purpose: Anticipate external shifts and translate them into options.
  • Includes: Macro/tech/societal trends, scenarios, trigger indicators.
  • When To Use: Long-range planning, risk hedging, innovation bets.
  • Format: Scenario pack with signposts and early-warning metrics.
Channel & Ecosystem Mapping
  • Purpose: Understand partners, routes to market, and leverage points.
  • Includes: Channel economics, incentives, coverage, partner gaps.
  • When To Use: Indirect GTM, ecosystem plays, platform strategies.
  • Format: Ecosystem diagram plus partner prioritization matrix.
Corporate & Business Strategy
Portfolio Strategy
  • Purpose: Allocate capital across businesses for risk-adjusted value creation.
  • Includes: Attractiveness vs. position, synergy maps, divest/scale calls.
  • When To Use: Annual planning, M&A windows, strategic resets.
  • Format: Board-ready matrix analysis with investment theses.
Growth Pathways
  • Purpose: Identify and prioritize the few growth moves that matter.
  • Includes: Market expansion, product adjacencies, partnerships, M&A.
  • When To Use: 3–5 year plans, transformation programs, turnarounds.
  • Format: Roadmap with options, value cases, and gating criteria.
Positioning & Value Proposition
  • Purpose: Clarify how the business wins vs. alternatives.
  • Includes: Differentiators, proof points, pricing logic, moats.
  • When To Use: Competitive pressure, stagnating demand, rebrands.
  • Format: Strategy narrative with battlefield/choice/advantage logic.
Economic Model & Unit Economics
  • Purpose: Make choices visible in revenue, margin, and cash terms.
  • Includes: Cohort LTV/CAC, contribution margin, capacity/price curves.
  • When To Use: Scaling, pricing strategy, capital raise, efficiency drives.
  • Format: Driver-based model and sensitivity workbook.
Choice Architecture & Tradeoffs
  • Purpose: Force clarity on strategic “yes/no” decisions.
  • Includes: Guardrails, knock-out criteria, cannibalization analysis.
  • When To Use: Executive offsites, portfolio rationalization.
  • Format: Decision tree, options grid, and recommendation memos.
Strategic Transformation & Change
Transformation Blueprint
  • Purpose: Translate strategy into coordinated initiatives with governance.
  • Includes: Future-state design, sequencing, owners, value milestones.
  • When To Use: Enterprise reinvention, digital programs, large PMOs.
  • Format: Master plan deck and integrated initiative backlog.
Operating Model & Capabilities
  • Purpose: Align structure, processes, tech, and talent to strategy.
  • Includes: Org design, RACI, process maps, capability maturity targets.
  • When To Use: Scale-up phases, post-merger integration, modernization.
  • Format: Operating model canvas and capability roadmap.
Change Adoption & Communications
  • Purpose: Drive sustained behavior change and sponsor alignment.
  • Includes: Stakeholder map, comms plan, training, resistance playbook.
  • When To Use: Any shift touching roles, incentives, or workflows.
  • Format: Adoption plan with success metrics and feedback loops.
Value Realization & Benefits Tracking
  • Purpose: Convert initiatives into measurable financial and strategic impact.
  • Includes: Baselines, targets, benefit owners, tracking cadence.
  • When To Use: From kickoff through stabilization and scale.
  • Format: Benefits register and dashboard with R/Y/G status.
Risk & Dependency Management
  • Purpose: Anticipate blockers and sequence interdependent work.
  • Includes: Risk heat map, mitigations, dependency network, gates.
  • When To Use: Complex programs with shared platforms or resources.
  • Format: RAID log and cross-initiative dependency map.
Performance & Measurement
Balanced Scorecards
  • Purpose: Align metrics with the strategy narrative and outcomes.
  • Includes: Financial, customer, process, learning perspectives with targets.
  • When To Use: Quarterly reviews, board updates, functional alignment.
  • Format: Scorecard dashboard and owner-level drilldowns.
KPI & Value Trees
  • Purpose: Link initiatives to drivers and ultimate value creation.
  • Includes: Leading/lagging KPIs, driver trees, causality hypotheses.
  • When To Use: Before launch and at each tollgate to test logic.
  • Format: KPI tree visuals and metric dictionary.
Strategic Reviews & Refresh Cycles
  • Purpose: Reassess fit-to-context and adjust choices and bets.
  • Includes: External shifts, gaps-to-plan, course corrections.
  • When To Use: Quarterly business reviews and annual planning.
  • Format: Executive review pack with recommendation pages.
Pricing & Margin Analytics
  • Purpose: Tie strategy to contribution and cash with precision.
  • Includes: Mix effects, elasticity, discount governance, leakage.
  • When To Use: Margin recovery, growth at scale, segment pruning.
  • Format: Margin bridge visuals and playbooked actions.
OKRs & Execution Cadence
  • Purpose: Turn strategy into weekly execution and accountability.
  • Includes: Objectives, key results, owners, rituals, retrospectives.
  • When To Use: Post-strategy handoff and during transformation.
  • Format: OKR registry, cadence calendar, and progress tracker.

Generate Strategic Insights for Deliverables

Use Stratenity’s AI engines to create high-quality insights for your deliverables including milestone summaries, strategic recommendations, stakeholder briefs, and more.

Stratenity Standardized Consulting Deliverables

Use this structured set of deliverables to ensure clarity, consistency, and value across every client engagement. These outputs represent Stratenity’s recommended best practices by phase.

Phase 1: Engagement Kickoff & Planning

  • Kickoff Brief: Purpose, scope, timeline, context
  • Project Charter: Roles, stakeholders, objectives, governance
  • Initial Stakeholder Map: Influencers and impacted parties
  • Engagement Workplan: Week-by-week roadmap with milestones
  • Diagnostic Plan: Methods, targets, and inputs for discovery

Phase 2: Discovery & Analysis

  • Current State Assessment: Snapshot of existing performance and structure
  • Interview Summary Deck: Themes, quotes, and patterns
  • Gap Analysis: What’s missing or underperforming
  • Root Cause Map: Drivers behind bottlenecks or pain points
  • Opportunity Areas Framework: Categorized problem spaces or themes

Phase 3: Strategic Recommendation

  • Preliminary Recommendations Memo: Early ideas and interventions
  • Strategic Framework Slide: Visual logic for solution design
  • Value Hypothesis: Expected outcomes and why it matters
  • Options & Tradeoffs Deck: Alternatives with pros/cons
  • Prioritization Matrix: What to do first and why

Phase 4: Solution Design & Execution Planning

  • Execution Roadmap: Activities, owners, sequencing
  • Implementation Playbook: Guidance by task or team
  • RACI or Role Map: Ownership and accountability
  • Tools & Enablers List: Systems, tech, or support required
  • Comms & Change Plan: Stakeholder engagement and alignment

Phase 5: Final Deliverables & Handoff

  • Final Strategy Report: Complete summary of work and insights
  • Client Presentation Deck: Visual readout of key outcomes
  • Executive Summary Brief: Top-line readout for senior sponsors
  • Value Realization Plan: Metrics and ownership for success
  • Post-Engagement Guidance: Recommended next steps and watchouts

Supporting Materials (Throughout)

  • Check-in Summaries
  • Workshop Agendas & Outputs
  • Templates & Working Docs
  • Data Snapshots & Dashboards
  • Client Feedback Logs

Deliverables Work Area

Draft, outline, and structure key deliverables for your client engagements here. Notes are saved locally per user and can be reused or exported across projects.

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