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Useful Consulting Frameworks
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Useful Consulting Frameworks

A field reference for consultants.
93 frameworks across 7 categories.

Strategy 22

Corporate strategy and competitive advantage

  • Ohmae's 3C Model Explore

    In Ohmae's 3C model, strategy has to hold the company, the customer, and the competition in view at the same time.

  • Bowman's Strategy Clock Decide

    Bowman's strategy clock is eight competitive positions based on price and perceived value, beyond the generic strategy choices.

  • Resource-Based View Explore

    The resource-based view looks for competitive advantage in resources the firm already holds, rather than in the market position it picks.

  • Core Competencies Decide

    The core competencies framework finds the deep proficiencies that are hard to copy and that can be reused across more than one product.

  • SPACE Matrix Decide

    The SPACE matrix places the firm in an aggressive, competitive, conservative, or defensive posture.

  • Scenario Planning Explore

    Scenario planning builds several plausible futures and stress-tests a decision that has to survive more than one of them.

  • Balanced Scorecard Align

    The balanced scorecard turns a strategy into measures across finance, customers, internal process, and learning and growth.

  • Hoshin Kanri Deliver

    Hoshin kanri is a planning cadence that connects company goals to the daily work of individual people.

  • Three Horizons of Growth Design

    The three horizons of growth balance the current business, emerging opportunities, and bets that could replace both.

  • Greiner's Growth Model Explore

    Greiner's growth model is six stages of organizational growth, and the crisis that has to be resolved before the next stage.

  • PESTLE and Its Extensions Explore

    PESTLE scans political, economic, social, technological, legal, and environmental forces, including the ethical and geographic extensions.

  • BCG Growth-Share Matrix Decide

    The BCG growth-share matrix sorts business units by market growth and relative market share into stars, cash cows, question marks, and dogs, to decide where cash should go.

  • GE-McKinsey Nine-Box Matrix Decide

    The GE-McKinsey nine-box matrix rates each business on industry attractiveness and competitive strength, then sorts it into invest, hold, or harvest.

  • Porter's Five Forces Explore

    Porter's five forces explain how profitable an industry can be from rivalry, the power of buyers and suppliers, and the threats of new entrants and substitutes.

  • Porter's Generic Strategies Decide

    Porter's generic strategies are cost leadership, differentiation, or focus. A choice of how to compete, with a warning about getting stuck in the middle.

  • Porter's Value Chain Explore

    Porter's value chain splits a firm into the activities that create value, so cost and differentiation can be traced to where they come from.

  • Ansoff Matrix Decide

    The Ansoff matrix is four routes to growth from existing or new products in existing or new markets, each carrying a different level of risk.

  • SWOT Analysis Explore

    SWOT analysis sets internal strengths and weaknesses against external opportunities and threats. It earns its place only when it ends in choices.

  • VRIO Framework Explore

    The VRIO framework tests whether a resource is valuable, rare, costly to imitate, and backed by an organization able to capture what it is worth.

  • Playing to Win Decide

    Playing to Win is five linked strategic choices: the winning aspiration, where to play, how to win, the capabilities required, and the management systems behind them.

  • OKRs Align

    OKRs are objectives and key results: a few goals per period, each with measurable outcomes that show whether it was met.

  • Blue Ocean Strategy Design

    Blue ocean strategy uses a strategy canvas and four actions to change what an industry competes on and reach demand nobody is serving.

Problem solving 12

Problem solving, logic, and communication

  • SCQA Align

    SCQA is situation, complication, question, answer: a structure for proposals and executive summaries.

  • Cynefin Framework Explore

    The Cynefin framework sorts a situation into Clear, Complicated, Complex, or Chaotic, and changes how you respond.

  • OODA Loop Deliver

    The OODA loop is observe, orient, decide, act: a fast cycle for decisions that have to be revised as the situation moves.

  • Kepner-Tregoe Decide

    Kepner-Tregoe is a sequence for gathering information, comparing alternatives, and examining risk before a decision.

  • Design Thinking Design

    Design thinking is empathize, define, ideate, prototype, and test, so a solution is shaped with the people who have to live with it.

  • First Principles Thinking Explore

    First principles thinking takes a problem down to the constraints that are actually true, then builds up from those.

  • Six Thinking Hats Decide

    The six thinking hats look at one decision from separate stances, including facts, feelings, caution, and creativity, instead of mixing them into one argument.

  • TRIZ Design

    TRIZ uses recurring principles of invention to get past trial and error when a design faces a contradiction.

  • Issue Trees and MECE Explore

    Issue trees break a question into branches that do not overlap and together cover it, so each one can be tested and assigned.

  • Fishbone Diagram and 5 Whys Explore

    The fishbone diagram and 5 whys lay out the possible causes of a problem by category, then keep asking why to reach the cause worth fixing.

  • Pareto Analysis Decide

    Pareto analysis ranks causes by size to find the few that account for most of the effect. The 80/20 rule, applied to data.

  • Pre-Mortem Decide

    A pre-mortem assumes the project has already failed and asks the team to explain why, while the plan can still change.

Markets 12

Marketing, sales, and pricing

  • Diffusion of Innovations Explore

    The diffusion of innovations describes how an idea spreads, from innovators and early adopters through the majority and on to laggards.

  • Brand Equity Explore

    Brand equity is how awareness, associations, perceived quality, and loyalty add up to a brand people will pay for.

  • The Challenger Sale Deliver

    The Challenger Sale is a business-to-business approach that teaches, tailors, and takes control of the commercial conversation.

  • Miller Heiman Strategic Selling Align

    Miller Heiman strategic selling is a way through a large sale in which several buyers do not share one motive.

  • Price Elasticity of Demand Decide

    Price elasticity of demand is how much quantity demanded moves when the price moves.

  • Marketing Funnel Explore

    The marketing funnel is the drop from awareness toward advocacy, used to see where prospective customers leave.

  • Net Promoter Score Deliver

    The net promoter score is promoters minus detractors, used as a proxy for loyalty and for the likelihood of a recommendation.

  • Segmentation, Targeting, Positioning Decide

    Segmentation, targeting, and positioning divide a market into segments, choose which ones to serve, and define the place the offer should hold in those customers' minds.

  • Marketing Mix (4Ps and 7Ps) Design

    The marketing mix is product, price, place, and promotion, extended with people, process, and physical evidence for services.

  • Crossing the Chasm Decide

    Crossing the chasm is the gap between early adopters and the pragmatic majority, and the narrow beachhead strategy used to cross it.

  • Customer Lifetime Value Decide

    Customer lifetime value is the margin a customer is expected to produce over the relationship, used to set what winning and keeping them is worth.

  • MEDDIC Deliver

    MEDDIC is metrics, economic buyer, decision criteria, decision process, identified pain, and champion: a checklist for qualifying a complex sale.

Organization 14

Organization, culture, and change

  • Galbraith's Star Model Design

    Galbraith's star model aligns five choices in organization design: strategy, structure, processes, rewards, and people.

  • Nadler-Tushman Congruence Model Explore

    The Nadler-Tushman congruence model reads performance from the fit among the work, the people, the structure, and the culture.

  • McKinsey Influence Model Align

    The McKinsey influence model treats role modeling, understanding, formal mechanisms, and skill building as the conditions of a change that sticks.

  • Bridges Transition Model Align

    The Bridges transition model follows the psychological path through an ending, a neutral zone, and a new beginning.

  • Burke-Litwin Model Explore

    The Burke-Litwin model shows how leadership, culture, systems, and other factors connect in transformational and transactional change.

  • Tuckman's Stages Explore

    Tuckman's stages are forming, storming, norming, performing, and adjourning: a map of how a group becomes a team, and then ends.

  • RACI Align

    RACI names who is responsible, accountable, consulted, and informed, so a piece of work has one owner.

  • Hofstede's Cultural Dimensions Explore

    Hofstede's cultural dimensions compare cultures on dimensions such as power distance and individualism, often when two organizations have to work as one.

  • Competing Values Framework Design

    The competing values framework places culture on two axes: flexibility against stability, and an internal focus against an external one.

  • McKinsey 7S Framework Explore

    The McKinsey 7S framework checks the fit among strategy, structure, systems, shared values, style, staff, and skills.

  • Kotter's 8 Steps Deliver

    Kotter's 8 steps are a sequence for leading large change, from creating urgency to anchoring the new ways in the culture.

  • ADKAR Align

    ADKAR is awareness, desire, knowledge, ability, and reinforcement: the stages each person passes through before a change takes hold.

  • Stakeholder Mapping Align

    Stakeholder mapping places the people around a decision by power and interest, so engagement goes where it can change the outcome.

  • 9-Box Talent Grid Decide

    The 9-box talent grid plots people by current performance and future potential to guide development, succession, and retention decisions.

Finance 9

Finance and valuation

  • DuPont Analysis Explore

    DuPont analysis breaks return on equity into profit margin, asset turnover, and financial leverage.

  • Altman Z-Score Explore

    The Altman Z-score is used to estimate the risk of bankruptcy within about two years.

  • Activity-Based Costing Explore

    Activity-based costing assigns overhead through the activities a product actually consumes, so reported profit sits closer to real profit.

  • Discounted Cash Flow Decide

    Discounted cash flow values a business from the present value of the cash it is expected to produce.

  • Weighted Average Cost of Capital Decide

    The weighted average cost of capital is the firm’s average cost of financing across debt and equity.

  • Economic Value Added Decide

    Economic value added is operating profit after a charge for the capital used to produce it.

  • Price-Volume-Mix Analysis Explore

    Price-volume-mix analysis splits a change in revenue or margin into the parts caused by price, volume, and mix, so the story behind the number is clear.

  • Break-Even and Contribution Margin Decide

    Break-even is the volume at which contribution covers fixed cost, and contribution margin is the margin each unit adds toward it.

  • NPV and IRR Decide

    NPV and IRR are two decision rules from discounted cash flow: the value an investment adds today, and the return at which it breaks even.

Operations 12

Operations, supply chain, and manufacturing

  • SIPOC Explore

    SIPOC is a one-page view of a process: suppliers, inputs, process, outputs, and customers.

  • PDCA Deliver

    PDCA is plan, do, check, act: the basic cycle of continuous improvement.

  • Total Quality Management Deliver

    Total quality management is an organization-wide approach to quality, aimed at long-term customer satisfaction rather than inspection at the end.

  • Overall Equipment Effectiveness Deliver

    Overall equipment effectiveness is availability times performance times quality: a measure of how much of a machine’s scheduled time becomes good output.

  • SCOR Model Design

    The SCOR model is a reference for supply chain performance across plan, source, make, deliver, return, and enable.

  • Kraljic Matrix Decide

    The Kraljic matrix sets a purchasing posture from profit impact and supply risk: routine, leverage, bottleneck, or strategic.

  • Economic Order Quantity Decide

    Economic order quantity is the order quantity that minimizes the combined cost of ordering and holding inventory.

  • 5S Deliver

    5S is sort, set in order, shine, standardize, and sustain: a method for keeping a workplace orderly enough to see problems.

  • DMAIC Deliver

    DMAIC is define, measure, analyze, improve, control: the Six Sigma cycle for reducing variation in a process.

  • Value Stream Mapping Explore

    Value stream mapping maps how material and information move through a process, and separates value-adding time from the seven kinds of waste.

  • Theory of Constraints Decide

    The theory of constraints finds the one constraint that limits throughput, and organizes the rest of the system around it.

  • A3 Problem Solving Deliver

    A3 problem solving is one sheet that holds the problem, the analysis, the countermeasures, and the follow-up, written to be discussed and revised.

Innovation 12

Innovation, product, and digital

  • Business Model Canvas Design

    The business model canvas is one page for partners, activities, resources, the value proposition, relationships, channels, segments, costs, and revenues.

  • Value Proposition Canvas Design

    The value proposition canvas matches a customer’s jobs, pains, and gains with the product’s pain relievers and gain creators.

  • Lean Startup Deliver

    Lean startup is build, measure, learn: short cycles used to cut the risk of building something the market does not want.

  • Doblin's 10 Types of Innovation Design

    Doblin's 10 types of innovation extend innovation past the product itself, into the profit model, network, structure, process, channel, brand, and related types.

  • Wardley Mapping Decide

    Wardley mapping maps a value chain by how evolved each component is, from genesis to commodity, so a shift can be seen before it arrives.

  • Hype Cycle Explore

    The hype cycle traces a technology from the trigger, through inflated expectations and disillusionment, toward broader productive use.

  • Agile, Scrum, and SAFe Deliver

    Agile, Scrum, and SAFe are iterative ways of building software and digital products, from a single-team practice to a scaled system.

  • Product Life Cycle Explore

    The product life cycle is introduction, growth, maturity, and decline. The stage changes what marketing, investment, and product work are for.

  • Jobs to Be Done Explore

    Jobs to be done asks what progress a customer is trying to make, and what they hire a product to do, to explain why people buy and switch.

  • Kano Model Decide

    The Kano model sorts product features into basics, performance features, and delighters by how each one moves customer satisfaction.

  • Stage-Gate Deliver

    Stage-Gate runs product development as stages separated by go or kill decisions, so investment grows only as uncertainty falls.

  • MoSCoW and RICE Prioritization Decide

    MoSCoW and RICE are two ways to choose what to build first: must, should, could, or won't, or a score from reach, impact, confidence, and effort.

Useful Consulting Frameworks · 93 frameworks Explore: Work out what is going on. · Decide: Choose between options. · Design: Shape how something should work. · Align: Get people moving together. · Deliver: Run the work and get it done. getconsultingedge.com

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