The Top 101 Consulting Frameworks (with Summaries)

1. Organizational Design and Capability Analysis

  • Step 1. Vision and Business Architecture
  • Step 2. Clarifying Design Criteria
  • Step 3. Defining Capabilities and Competencies

2. Smart Organizational Design

  1. Purpose: Define Why Reorganization Is Necessary
  2. Design Elements: Determine the Behaviors Critical to Support Reorganization
  3. Execution: How to Execute the Smart Organizational Design

3. 5 Ps of Purpose

  1. Product Portfolio Strategy
  2. People & Culture
  3. Processes & Systems
  4. Performance Metrics
  5. Positions & Engagement

4. Best Practices in Strategic Planning

  1. Explore Strategy at 3 Time Horizons
  2. Constantly Reinvent and Stimulate the Strategic Dialogue
  3. Engage the Broader Organization
  4. Invest in Execution and Monitoring

5. Business Transformation Framework for New CEOs

  1. Define the Ambition — starts up to 100 days before starting
  2. Energize the Organization — first few weeks
  3. Prepare and Launch the Transformation — first 100 days
  4. Drive the Transformation — first 18 months

6. Go-to-Market Model Design

  1. Growing Activities
  2. Sustaining Activities
  3. Value-adding Activities

7. Digital Transformation Governance

  1. Centralize Shared Information.
  2. Decentralize Governance of Digital Initiatives over Time.
  3. Decentralize Ideation. Centralize Idea Evaluation.
  4. Ensure KPIs Measure True Impact.
  5. Focus on Compatibility, Consistency, and Continuous Integration.
  6. Implement a “Fit-for-Purpose” Mapping System.
  7. Perform Scenario Analysis.

8. Post-merger Integration (PMI): Integration Checklist (Part 1)

  • Finance & Accounting (F&A)
  • Legal

9. Pathways to Data Monetization

10. Removing Organizational Silos

  1. Align leaders
  2. Create cross-functional teams
  3. Create clear roles and responsibilities
  4. Co-locate teams
  5. Create Joint Incentives
  6. Create a “two in a box” Leadership
  7. Clarify decision rights

11. Sales Force Effectiveness (SFE): 5 Components of Selling

  1. Targeting
  2. Deployment
  3. Execution
  4. Engagement
  5. Enablement

12. Adaptive Leadership Team Development

  1. The 4 Principles that provide the framework of creating an Adaptive Leadership Team.
  2. The 5 Fundamental Traits of a High-Performing Adaptive Leadership Team.
  3. The 3 Critical Steps in enhancing level of adaptation within a Leadership team.

13. Process Communication Model (PCM): Personality Types

  1. Harmonizer
  2. Rebel
  3. Thinker
  4. Persister
  5. Imaginer
  6. Promoter

14. Strategic Alliance Management

  • Better compete in a market
  • Venture into a new market
  • To improve service or product portfolio.
  • Allow the 2 entities achieve a common goal for mutual benefit.

15. Re-engagement after Restructuring

  1. Departure Grief
  2. Survivor Grief
  3. Survivor Irritation
  4. Departure Happiness

16. Artificial Intelligence (AI) Strategy: Top Priorities

  1. Boring AI
  2. AI-ready Workforce
  3. Responsible and Ethical AI
  4. AI Operationalization
  5. Business Model Innovation (BMI)

17. Consulting Proposal Structure & Template

18. Storyboarding and Presentation Writing

19. Six Building Blocks of Digital Transformation

  1. Strategy and Innovation
  2. Customer Decision Journey
  3. Robotic Process Automation (RPA)
  4. Organization
  5. Technology
  6. Big Data and Analytics

20. SMO Series: Strategic Management Office (SMO) Implementation

21. Management Consulting Problem Solving Process

22. Objectives and Key Results (OKR)

  1. Objectives
  2. Key Results

23. Digital Transformation: Value Creation & Analysis

  • Sources of Digital Value
  • Digital Value Chain Analysis
  • Digital Transformation Opportunity Assessment
  • Horizons of Digital Transformation

24. Digital Transformation: Artificial Intelligence (AI) Strategy

  1. Assisted Intelligence
  2. Augmented Intelligence
  3. Autonomous Intelligence
  1. Develop an AI Strategy aligned with our overall Corporate Strategy.
  2. Develop enterprise-wide AI capabilities.
  3. Institutionalize our portfolio of AI capabilities.
  4. Ensure appropriate and sufficient Governance.

25. End-to-end (E2E) Operating Model Transformation

  1. Design New End-to-end Operating Model
  2. Develop Functional Centers of Excellence (CoE)
  3. Focus on Process Efficiency and IT
  4. Align Location and Outsourcing Strategies to Functional Model

26. Digital Transformation Strategy (Primer)

  • Social Media
  • Mobility
  • Internet of Things (IoT)
  • Cybersecurity
  • Big Data
  • Cloud

27. Business Model Innovation (BMI)

  1. Product or Service Offering
  2. Target Segment
  3. Revenue Model
  4. Value Chain
  5. Organization
  6. Cost Model
  1. Redefine the Value Proposition
  • Shift from Product to Service
  • Shift from Product to Experience
  • Shift from Product to Outcome
  • Build New Capabilities
  • Leverage External Partners
  • Redefine Interactions with Customers
  • Redefine the Basis of Differentiation
  • Develop a New Cost Model
  • Find New Ways to Monetize

28. Leadership Competency Model

  1. Their extensive reliance on past behavior rather than future potential where relevant experience is considered a critical element in establishing a leader’s competence
  2. Complexities in implementation
  3. Clash with human psychology
  1. Leadership Competencies
  2. Leadership Potential

29. SMO Series: Strategy Management Processes

  1. Scorecard Management
  2. Organization Alignment
  3. Strategy Review

30. Business Model Canvas

  1. Key Partners
  2. Key Activities
  3. Key Resources
  4. Value Propositions
  5. Customer Relationships
  6. Distribution Channels
  7. Customer Segments
  8. Cost Structure
  9. Revenue Streams

31. Robotic Process Automation (RPA)

  1. Improved Employee and Customer Satisfaction
  2. Accelerated Productivity Gains
  3. Enhanced Compliance

32. McKinsey Feedback Model

33. Intelligent Process Automation (IPA)

  1. Robotic Process Automation (RPA)
  2. Smart Workflow
  3. Machine Learning (ML) & Advanced Analytics
  4. Natural Language Generation (NLG)
  5. Cognitive Agents

34. Key Performance Indicators (KPIs): Best Practices

  1. Focus on Customer Experience (CX)
  2. Identify Top Enterprise and Top Functional KPIs
  3. Foster Enterprise-wide Discussion of KPIs
  4. Treat KPIs as a Special Class of Data

35. Digital Organizational Design

  1. The Tactical Model
  2. The Centralization Model
  3. The Champion Model
  4. The Business as Usual (BUA) Model

36. Mergers and Acquisitions (M&A): Target Operating Model (TOM)

  1. Vision, Integration Principles, and Critical Success Factors (CSFs)
  2. Organizational Structure
  3. Process Organization and Core Processes
  4. Systems and Technology
  5. Property Rights and Contracts
  6. Assets

37. Greiner Growth Model: Stages of Evolution and Revolution

  • Stage 1: Growth through Creativity
  • Stage 2: Growth though Direction
  • Stage 3: Growth through Delegation
  • Stage 4: Growth through Coordination
  • Stage 5: Growth through Collaboration

38. Moving from Data to Insights

39. SMO Series: Strategic Management Office (SMO) Primer

  1. Current state of Strategy Management — the current Strategy Management is very fragmented
  2. Emerging Strategy Management Office — provides background to the Balanced Scorecard (BSC) and how that translates to the SMO
  3. Strategy Management Office — delineates the 9 key Strategy Management processes, roles & responsibilities, strategy integration & alignment

40. Supply Chain Management — Sales and Operations Planning (S&OP) Improvement

  1. Detailed and Reliable Information
  2. Utilizing Segmentation to drive accurate Demand Forecasting
  3. Leadership Commitment

41. Data Gathering and Analysis

42. Employee Engagement Culture

  1. Build Engaging Leadership
  2. Create a Compelling Employee Value Proposition (EVP)
  3. Grow our Talent
  4. Enable Engagement and Performance
  5. Focus on the Individual

43. Post-merger Integration (PMI): Day One Activities

  1. Corporate Communications
  2. Operating Structure
  3. Systems & Controls

44. 9 Principles of Organizational Design

45. 10 Principles in Leading Change Management

  1. Acknowledge the Underlying Culture
  2. Start with Leadership Commitment
  3. Do Not Undermine the Role of Lower Ranks
  4. Aligning the Rational and Emotional Case
  5. Model the Behaviors Essential for Success
  6. Constant Communication
  7. Identify and Involve Informal Leaders
  8. Leverage Formal Mechanisms
  9. Leverage Informal Solutions
  10. Identify What Works and Adapt

46. Defining Issues and Generating Hypotheses

47. Crisis Recovery Strategy

  1. Procurement
  2. Operations & Production
  3. Sales
  1. Industry Perspective
  2. Scenario Analysis
  3. Focus for the Future

48. Supply Chain Resilience

  1. Identify Strategic Objectives.
  2. Map Supply Chain Vulnerabilities.
  3. Integrate Risk Awareness into Supply Chain Design.
  4. Monitor Supply Chain Resiliency.
  5. Track Risk Management Warning Signs.

49. Galbraith Star Model

  1. Strategy
  2. Structure
  3. Processes
  4. Rewards
  5. People

50. Performance Management Maturity Model

  1. Initial
  2. Emergent
  3. Structured
  4. Integrated
  5. Optimized

51. Quantifying the Size and Growth of a Market

52. Strategy Map

53. Big Data Enablement Framework

  1. Data Usage
  2. Data Engine
  3. Data Ecosystem
  1. Identify Opportunities
  2. Build Trust
  3. Deploy Technology Infrastructure
  4. Structure the Organization
  5. Participate in a Big Data Network
  6. Make Relationships Work

54. Key Account Management (KAM): Large Global Accounts

  1. Quantified Value Proposition (QVP)
  2. Value-based Selling
  3. Coordinated Account Management
  4. Negotiation Preparation

55. Scenario Planning for Consultants

  • Understanding the Power of Scenario Planning
  • Managing the Scenario Planning Tool Limitations
  • Internalizing the 6-Phase Approach to Scenario Planning

56. Knowledge Management (KM) Strategy

  1. Reckless Negligence
  2. Knowledge Competence
  3. Knowledge as a Competitive Advantage

57. Internet of Things (IoT) Decision Framework

  1. Device Hardware
  2. Device Software
  3. Communications
  4. Cloud Platform
  5. Cloud Applications
  1. User Experience (UX)
  2. Data
  3. Business
  4. Technology
  5. Security
  6. Standards and Regulations

58. Post-merger Integration (PMI): Integration Checklist (Part 2)

  • HR & Personnel
  • Corporate Communications

59. Profitability and Cost Structure Analysis: Internal Data Analysis Frameworks

  1. External Data Analysis
  2. Internal Data Analysis

60. Analyzing the Competitive Landscape

61. Capability Development

  1. Identify Lacking Capabilities
  2. Invest in Experiential Learning Programs
  3. Implement a Double Pilot System
  4. Foster a Continuous Improvement Culture

62. Digital Supply Chain Strategy

  1. Sense and Pivot
  2. Digitize and Automate

63. 10 Principles of Customer Strategy

  1. Innovate with Speed and Judgment
  2. Recognize Your Customers Well
  3. Link Customer Strategy to the Organizational Identity
  4. Focus on Core Customers
  5. Treat Customers as Assets
  6. Draw on Your Relationships Network
  7. Build an Omnichannel Customer Experience
  8. Develop a Delivery Strategy
  9. Restructure According to Your Customer
  10. Align Culture with the Customer Strategy

64. Transformation Journey

  1. Awareness
  2. Ambition
  3. Arrangement
  4. Action
  5. Anchoring

65. 10 Principles of Managing Strategy through Execution

  1. Set High Objectives
  2. Fortify Your Distinct Capabilities
  3. The Critical Ability to Be Ambidextrous
  4. Individuals’ Commitment Counts
  5. Align Metrics and Incentive Systems to Strategy
  6. Surpass Functional Barriers
  7. Embrace Digital Technology
  8. Strike the Balance between Simplicity and Complexity
  9. Strengthen the Value Chain
  10. Instill Collective Mastery

66. Influence Model for Change

  1. Understanding
  2. Reinforcement
  3. Skills for Change
  4. Role Modeling

67. Customer-centric Culture

  1. Collective Focus
  2. External Orientation
  3. Change and Innovation
  4. Shared Beliefs
  1. Risk and Governance
  2. Courage
  3. Commitment
  4. Inclusion

68. Effective Communication with Virtual Teams

  1. Select the Fitting Technology
  2. Be Clear
  3. Stay in Sync
  4. Be Responsive
  5. Be Inclusive

69. Artificial Intelligence (AI): Machine Learning (ML)

  1. Supervised learning
  2. Unsupervised learning
  3. Reinforcement learning

70. Performance Measurement

  1. Financial Performance; and
  2. Non-financial Performance.

71. Six Building Blocks of a Customer-Centric Organization

  1. Customer Lifecycle and Journey Views
  2. Solution Mindset
  3. Advice Bundling
  4. Frontline Customer Interface
  5. Fit-for-Purpose Business Processes
  6. Cross-functional Effort

72. Creating Value Propositions

73. HR Strategy: Job Leveling

  1. Ensure Readiness of Pre-Implementation Groundwork
  2. Engage Business Leaders in Implementation
  3. Set Up Clear Governance Structures
  4. Employ User-friendly Job Evaluation Management Tools
  5. Establish Clear Communication Mechanisms

74. Team Turnaround Strategies

  1. The 3 Common Leadership Team Dysfunctions — the “Challenge”
  2. The 3 Dysfunctional Team Turnaround Strategies — the “Line of Attack”

75. Post-merger Integration (PMI): Integration Checklist (Part 3)

76. Thomas-Kilmann Conflict Mode Instrument (TKI)

  1. Competing
  2. Accommodating
  3. Avoiding
  4. Collaborating
  5. Compromising

77. Developing Conclusions and Recommendations

78. Impact of Robotic Process Automation (RPA)

  1. Workplace Activities
  2. (Re)definition of Work
  3. High-wage Jobs
  4. Creativity and Meaning

79. Organizational Design: 10 Leadership Questions

  1. Decide
  2. Design
  3. Deliver

80. Enterprise Architecture for Digital Strategy

81. Key Account Management (KAM) in Healthcare and Pharma

  1. Dig Deep to Unearth Customer Insights (CI)
  2. Focus on Joint Value Creation
  3. Forge Long-term Relationships through Partnerships
  4. Enable Internal Cross-functional Collaboration
  5. Foster an Entrepreneurial Mindset
  • Gearing up to Implement the Key Account Management Approach

82. Fit Transformation: Strong, Agile, Lean

  1. Translate the Corporate Strategy
  2. Align the Operating Model
  3. Manage the Transformation

83. Digital Maturity Model

  1. Initiate
  2. Radiate
  3. Align
  4. Optimize
  5. Automate
  6. Transform
  7. Improve

84. Theory of Constraints (TOC)

85. Five Pillars of Agile Organizations

  1. Strategy
  2. Structure
  3. Process
  4. People
  5. Technology

86. Supply Chain Sustainability

  1. Legal Supply Chain Strategy
  2. Ethical Supply Chain Strategy
  3. Responsible Supply Chain Strategy
  4. Sustainable Supply Chain Strategy

87. 5 Principles of Innovation Strategy

  1. Strategy-driven Innovation Spend
  2. Viable Business Models
  3. Open Innovation Models
  4. Human Experience
  5. Technology-driven Innovation

88. Knowledge Management Primer

89. The Innovation Process

  1. Ideation
  2. Idea Selection and Conceptualization
  3. Prototyping
  4. Business Planning
  5. Implementation and Launch

90. Lean Change Management

  1. Program Initiation
  2. Strategy Definition
  3. Detailed Planning
  4. Deployment Preparation
  5. Execution

91. Customer Experience Models

  • McKinsey’s Customer Decision Journey
  • Accenture’s Nonstop Customer Experience Model

92. Virtual Teams: Challenges & Benefits

  1. Virtual Communication
  2. Virtual Project Management
  3. Talent Development & Management
  4. Technology Support

93. People Capability Maturity Model (P-CMM)

94. Six Sigma Maturity Model

  • Benchmark where their companies stand in relation to broader patterns experienced by other organizations.
  • Assess the areas of strength and performance gaps in their deployments.
  • Pinpoint specific steps they might take to close gaps and graduate to the next stage of their Six Sigma journey.
  • Communicate progress to their Six Sigma teams and to the broader community within their companies to garner support for their continuous improvement efforts.

95. Employee Value Proposition (EVP)

  1. Affiliation
  2. Work Content
  3. Career
  4. Benefits (i.e. indirection compensation)
  5. (Direct) Compensation

96. FAST Method to Goal Setting

  1. Frequently Discussed
  2. Ambitious
  3. Specific
  4. Transparent

97. Digital Transformation: Operating Model Transformation

  1. Autonomous, Cross-functional Teams
  2. Flexible, Modular Platform
  3. Connected Management System
  4. Agile, Customer-centric Culture

98. Multichannel Contact Center Strategy

  1. Analysis of Existing Channels
  2. Optimization of Existing Channels
  3. Development of Channel Strategy
  4. Implementation of Channel Strategy

99. Innovation Culture

  1. Ecosystem-wide Collaboration
  2. Support for Intrapreneurs
  3. Speed and Agility
  4. A Venture Capitalist Mindset
  5. Operational Excellence (OpEx) Coupled with Innovation

100. Enterprise Asset Management (EAM) Strategy

  1. Asset Management
  2. Maintenance Management
  3. Workforce Planning

101. Social Media Management

  1. “Internal Social Media” facilitates communication as well as knowledge- and experience-sharing between staff and strengthens solidarity within the company.
  2. “External Social Media” comprises third-party platforms that companies use as a mouthpiece and feedback channel to reach their partners, and especially their customers.

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I blog about various management frameworks, from Strategic Planning to Digital Transformation to Change Management. https://flevy.com

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Mark Bridges

I blog about various management frameworks, from Strategic Planning to Digital Transformation to Change Management. https://flevy.com