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Consulting Frameworks Toolkit

Consulting Frameworks Toolkit

Umbrex has developed this Consulting Frameworks Toolkit that includes more than two dozen business frameworks frequently used by independent management consultants.

This resource includes a PowerPoint deck with slide templates of each of these frameworks that you can download and customize for your own use.

Request the Umbrex Consulting Frameworks Toolkit

Fill out the form below to receive an email with your download link for the entire PPT deck of all consulting frameworks slide templates. Below the request form you will find all of the frameworks we’ve included, with an image of the template for each.

Note that delivery may take up to ten minutes — please be patient.

Consulting Frameworks Included:

Porter’s Five Forces

Porter’s Five Forces is a framework that helps us understand the competitive dynamics of an industry. It involves analyzing five different forces that shape competition in an industry, namely:

  • The threat of new entrants
  • The bargaining power of suppliers
  • The bargaining power of buyers
  • The threat of substitutes
  • The intensity of competitive rivalry
Porter’s Five Forces

BCG Growth Share Matrix

The BCG Growth-Share Matrix, also known as the Boston Matrix or the Boston Consulting Group Matrix, is a strategic planning tool used to evaluate a company’s portfolio of products or business units. The matrix is based on two dimensions: market growth rate (representing the rate at which the market for a product or business unit is growing) and market share (representing the percentage of the total market that is controlled by the product or business unit).

BCG Growth Share Matrix

McKinsey 7-S Framework

The McKinsey 7-S Framework is a versatile tool that can be applied to a wide range of consulting projects. By analyzing an organization’s internal alignment, consultants can identify areas of improvement that can drive business performance and help organizations achieve their goals.

McKinsey 7-S Framework

Ansoff Matrix

The Ansoff Matrix, also known as the Product-Market Growth Matrix, is a strategic planning tool that helps organizations analyze and plan their product and market growth strategy.

Ansoff Matrix

Force Field Analysis

Force Field Analysis is a tool used to analyze the forces or factors that drive or impede a particular change or goal.

Force Field Analysis

The 3 C's

The 3 C’s is a business framework that focuses on three critical factors: Company, Customer, and Competitors. By analyzing these three elements, you will be able to find the key success factor (KSF) and create a viable marketing strategy.

The 3 C’s

The 4 Ps

The 4 Ps framework is a marketing concept that is used to develop a marketing strategy for a product or service. The 4 Ps stand for:

  • Product
  • Price
  • Place
  • Promotion
The 4 Ps

SWOT Analysis

SWOT stands for Strengths, Weaknesses, Opportunities, and Threats. A SWOT analysis is a technique for assessing these four aspects of a business to analyze what a company does best now and devise a successful strategy for the future.

SWOT analysis

Profitability Framework

The Profitability Framework is a tool used in business and consulting to analyze and improve the profitability of a company.

Profitability Framework

Blue Ocean Strategy

Blue Ocean Strategy is a business strategy framework that encourages businesses to seek out and create “blue oceans,” or uncontested market spaces, rather than competing in “red oceans,” or highly competitive and saturated markets.

Blue Ocean Strategy

Value Disciplines Model

The Value Disciplines model is a business framework that looks at the three competitive areas a company needs to focus on in order to be successful. These disciplines are:

  • Customer Intimacy
  • Product Leadership
  • Operational Excellence
Value Disciplines model

Porter's Value Chain

Porter’s Value Chain is a framework that helps businesses to analyze their internal operations and identify areas where they can create value and improve their competitive advantage. The concept of value chain refers to the various activities that a business performs to deliver a product or service to its customers.

Porter's Value Chain

GE McKinsey Matrix

The GE McKinsey Matrix is a strategic management tool used to assess the performance of a business’s product portfolio. “The McKinsey Approach to Business Policy” report outlined a framework for assessing the strategic position of a business and making decisions about resource allocation.

GE McKinsey Matrix

Product Life Cycle

The Product Life Cycle is a business framework that describes the typical stages a product goes through from its introduction to its decline in the market. The framework is based on the idea that products have a limited lifespan and go through predictable stages of growth and decline.

Product Life Cycle

Roger's Five Factors

The Roger’s Five Factors framework seeks to explain how and why new ideas, technologies, and products are adopted by people over time. Rogers conducted extensive research on the adoption of innovations across various fields and industries, and his framework identified five key factors that influence the rate of adoption of an innovation:

  • Relative advantage
  • Compatibility
  • Complexity
  • Trialability
  • Observability
Roger’s Five Factors

SIPOC model

The SIPOC model is a tool used in Six Sigma and Lean management methodologies to map out and visualize a process. SIPOC stands for:

  • Suppliers
  • Inputs 
  • Process
  • Outputs
  • Customers
SIPOC model

PESTEL Analysis

PESTEL Analysis is a strategic framework used by organizations to assess the external macro-environmental factors that could impact their business operations. PESTEL stands for these six factors:

  • Political
  • Economic
  • Social
  • Technological
  • Environmental
  • Legal
PESTEL Analysis

Lafley Strategy

The Lafley strategy is a strategic approach to product innovation and brand management that focuses on four key elements:

  • Consumer Understanding
  • Brand Building
  • Innovation
  • Go-to-Market Strategy
Lafley Strategy

Three Horizons

Three Horizons framework helps organizations think about their innovation and growth strategies over the short-, medium-, and long-term. The framework is based on the metaphor of “three horizons,” which represent different stages of innovation and growth.

Three Horizons

Seven Degrees of Freedom for Growth

The Seven Degrees of Freedom for Growth framework is based on the idea that there are seven key “degrees of freedom” that companies can leverage to achieve growth:

  • Customer base expansion
  • Product & service innovation
  • Pricing strategy
  • Sales & distribution channels
  • Customer engagement
  • Mergers & acquisitions
  • Geographic expansion
Seven Degrees of Freedom for Growth

Porter's Generic Strategies

Porter’s Generic Strategies framework describes three generic strategies that businesses can use to gain competitive advantage and achieve long-term profitability in their industry. These strategies are:

  • Cost Leadership 
  • Differentiation
  • Focus
Porter's Generic Strategies

Galbraith Star Model

The Galbraith Star Model consists of five interconnected factors essential for designing an effective organizational structure:

  • Strategy
  • Structure 
  • Processes
  • Rewards
  • People
Galbraith Star Model