Frequently Used Templates Part 1 AREA Unit

Frequently Used Templates Part 1

AREA Unit of measure Label 1 Label 2 Label 3 *Footnote Source: Source 1

BAR Unit of measure Label 1 Label 2 Label 3 Label 4 Label 5 *Footnote Source: Source 2

BAR 2 Unit of measure Title Unit of measure Label 1 Label 2 Label 3 Label 4 Label 5 *Footnote Source: Source 3

BAR BUTTED Unit of measure Label 1 Label 2 Label 3 Label 4 Label 5 *Footnote Source: Source 4

BAR STACKED Unit of measure Series 000 Label 1 Label 2 Label 3 Label 4 Label 5 *Footnote Source: Source 000 000 5

BAR STACKED 100% Unit of measure Series 100%= Label 1 Label 2 000 Label 3 000 Label 4 000 Label 5 *Footnote Source: Source 000 6

BUBBLE Unit of measure Title Unit of measure Label 5 Label 6 Label 4 Label 3 Label 2 Label 1 Title Unit of measure *Footnote Source: Source 7

COLUMN Unit of measure Label 1 *Footnote Source: Source Label 2 Label 3 Label 4 Label 5 8

COLUMN 2 Unit of measure Title Unit of measure Label 1 Label 2 Label 3 Label 4 Label 5 *Footnote Source: Source Title Unit of measure Label 1 Label 2 Label 3 Label 4 Label 5 9

COLUMN BUTTED Unit of measure Label 1 *Footnote Source: Source Label 2 Label 3 Label 4 Label 5 10

COLUMN STACKED Unit of measure 000 000 000 Series Label 1 *Footnote Source: Source Label 2 Label 3 Label 4 Label 5 11

COLUMN STACKED 100% Unit of measure 100%= 000 000 000 Label 1 Label 2 Label 3 Label 4 Label 5 Series *Footnote Source: Source 12

COMBO PIE SEGMENT COLUMN Unit of measure Title Unit of measure 100% = 000 Label 5 Series Label 4 Label 1 Series Label 3 Series Label 2 Label 1 *Footnote Source: Source 13

COST CURVE Unit of measure Title Unit of measure Label 5 Label 4 Label 3 Label 1 *Footnote Source: Source Label 2 Title Unit of measure 14

DUAL COLUMN LINE Unit of measure Title Unit of measure *Footnote Source: Source Title Unit of measure 15

DUAL LINE Unit of measure Title Unit of measure *Footnote Source: Source Title Unit of measure 16

LINE Unit of measure Label 1 Label 2 Label 3 Label 4 *Footnote Source: Source 17

PIE Unit of measure Label 5 Label 4 Label 1 Label 3 Label 2 *Footnote Source: Source 18

PIE 2 Unit of measure Title Unit of measure Label 5 Label 4 Label 1 Label 3 Label 2 *Footnote Source: Source Label 1 Label 2 19

RANGE HIGH LOW Unit of measure *Footnote Source: Source 20

SCATTER X & Y Unit of measure *Footnote Source: Source 21

WATERFALL BAR Unit of measure Label 1 Label 2 Label 3 Label 4 Label 5 *Footnote Source: Source 22

WATERFALL COLUMN Unit of measure Label 1 *Footnote Source: Source Label 2 Label 3 Label 4 Label 5 23

2 X 2 CUBED Unit of measure Text t ex T Text *Footnote Source: Source Text x Te t 24

2 X 2 TOWER Unit of measure *Footnote Source: Source 25

5 PS MARKETING Unit of measure Product offering Product *Footnote Source: Source Package Place Price Positioning promotion 26

7 S Unit of measure Style Strategy Skills Shared values Staff Systems Structure *Footnote Source: Source 27

ARROW 3 D Unit of measure *Footnote Source: Source 28

CUBES 1 3 D Unit of measure *Footnote Source: Source 29

CUBES 2 3 D Unit of measure *Footnote Source: Source 30

CUBES 3 3 D Unit of measure *Footnote Source: Source 31

CUTOUT 3 D Unit of measure Text *Footnote Source: Source 32

FORCES AT WORK Unit of measure New entrant Suppliers Industry competitors Buyers Substitutes *Footnote Source: Source 33

JOINT Unit of measure Text Text *Footnote Source: Source Text 34

LEVEL SEPARATE 4 Unit of measure Text *Footnote Source: Source 35

LINEAR A 3 D Unit of measure Text *Footnote Source: Source 36

LINEAR B 3 D Unit of measure Text *Footnote Source: Source 37

LINEAR C 3 D Unit of measure Text *Footnote Source: Source 38

LINEAR D 3 D Unit of measure Text *Footnote Source: Source 39

LINEAR E 3 D Unit of measure Text *Footnote Source: Source Text 40

LINEAR G 3 D Unit of measure Text *Footnote Source: Source Text 41

LINEAR I 3 D Unit of measure Text *Footnote Source: Source Text 42

LINEAR J 3 D Unit of measure Text *Footnote Source: Source 43

LINEAR N 3 D Unit of measure Text *Footnote Source: Source Text 44

LINEAR P 3 D Unit of measure Text *Footnote Source: Source 45

LINEAR Q 3 D Unit of measure Text *Footnote Source: Source Text 46

LINEAR Q 3 D Unit of measure Text *Footnote Source: Source Text 47

LINKS 3 Unit of measure Plan *Footnote Source: Source Implement Support 48

PERSPECTIVE 3 D Unit of measure *Footnote Source: Source 49

PROPELLER 3 D Unit of measure Text xt Te *Footnote Source: Source 50

RINGS 3 D Unit of measure *Footnote Source: Source 51

SCALE Unit of measure Text *Footnote Source: Source 52

SCALES Unit of measure Text *Footnote Source: Source 53

SIZES IN Unit of measure Text Text *Footnote Source: Source 54

SPIRAL 1 3 D Unit of measure *Footnote Source: Source 55

SPIRAL 2 3 D Unit of measure Brakes Spiral *Footnote Source: Source Tube in tube 56

SPOTLIGHT Unit of measure Text *Footnote Source: Source Text 57

STAIRCASE Unit of measure Text Text *Footnote Source: Source 58

STARS 3 D Unit of measure *Footnote Source: Source 59

WIRE CUBES Unit of measure Text *Footnote Source: Source 60

ARROWS Unit of measure Text Text *Footnote Source: Source 61

LEVEL 1 Unit of measure Text *Footnote Source: Source 62

LEVEL 2 Unit of measure Text *Footnote Source: Source 63

LEVEL 3 Unit of measure Text *Footnote Source: Source 64

LEVEL 4 Unit of measure Text *Footnote Source: Source 65

LEVEL 5 Unit of measure Text Text *Footnote Source: Source 66

LEVEL 6 Unit of measure Text Text *Footnote Source: Source 67

FLOW 2 Unit of measure Header Text *Footnote Source: Source 68

FLOW 2 TITLE Unit of measure Header Text *Footnote Source: Source Header Text 69

FLOW 3 Unit of measure Header Text *Footnote Source: Source 70

FLOW 3 TITLE Unit of measure Header Text *Footnote Source: Source Header Text 71

FLOW 4 Unit of measure Header Text *Footnote Source: Source 72

FLOW 4 TITLE Unit of measure Header Text *Footnote Source: Source Header Text 73

FLOW 5 Unit of measure Header Header Text Text *Footnote Source: Source 74

FLOW 5 TITLE Unit of measure Header Text *Footnote Source: Source Header Text Text 75

FLOW 6 Unit of measure Header Header Text Text *Footnote Source: Source 76

FLOW 6 TITLE Unit of measure Header Text *Footnote Source: Source Header Header Text Text 77

BLADES Unit of measure Text *Footnote Source: Source 78

BOX Unit of measure Text *Footnote Source: Source 79

BOX Unit of measure Text *Footnote Source: Source Text 80

CYCLE 1 Unit of measure Text *Footnote Source: Source 81

CYCLE 2 Unit of measure Text *Footnote Source: Source Text 82

CYCLE 3 Unit of measure Text *Footnote Source: Source 83

CYCLE 4 Unit of measure Text *Footnote Source: Source 84

CYCLE 5 Unit of measure Text Text *Footnote Source: Source 85

CYCLE 6 Unit of measure Text Text *Footnote Source: Source 86

CYCLE 7 Unit of measure Text Text *Footnote Source: Source 87

CYCLE 8 Unit of measure Text Text *Footnote Source: Source Text 88

INCOMING Unit of measure Text Text *Footnote Source: Source 89

RIBBON Unit of measure Text Text *Footnote Source: Source 90

RING Unit of measure Text Text *Footnote Source: Source 91

UPON 2 Unit of measure Text *Footnote Source: Source 92

CONTINUOUS Unit of measure Text Text *Footnote Source: Source Text 93

CUTOUT Unit of measure Text *Footnote Source: Source 94

LINEAR A Unit of measure Text *Footnote Source: Source 95

LINEAR B Unit of measure Text *Footnote Source: Source 96

LINEAR C Unit of measure Text *Footnote Source: Source 97

LINEAR D Unit of measure Text *Footnote Source: Source Text 98

LINEAR E Unit of measure Text *Footnote Source: Source Text 99

LINEAR F Unit of measure Text *Footnote Source: Source 100

LINEAR G Unit of measure Text *Footnote Source: Source Text 101

LINEAR H Unit of measure Text *Footnote Source: Source 102

LINEAR I Unit of measure Text *Footnote Source: Source Text 103

LINEAR J Unit of measure Text *Footnote Source: Source 104

LINEAR K Unit of measure Text Text *Footnote Source: Source 105

LINEAR N Unit of measure Text *Footnote Source: Source Text 106

LINEAR P Unit of measure Text *Footnote Source: Source 107

LINEAR Q Unit of measure Text *Footnote Source: Source Text 108

PROPELLER Unit of measure Text Te xt *Footnote Source: Source 109

STEP 5 Unit of measure Text *Footnote Source: Source Text 110

2 ON 1 Unit of measure Text *Footnote Source: Source 111

AGAINST Unit of measure Text Text *Footnote Source: Source 112

AT WORK Unit of measure Text Text *Footnote Source: Source 113

COUPLED HORIZ Unit of measure Text *Footnote Source: Source Text 114

COUPLED VERT Unit of measure Text *Footnote Source: Source 115

FOCUSED Unit of measure Text *Footnote Source: Source Text 116

FORCES AT WORK Unit of measure New entrant Suppliers Industry competitors Buyers Substitutes *Footnote Source: Source 117

PARALLEL Unit of measure Text *Footnote Source: Source 118

SPLIT Unit of measure Text *Footnote Source: Source 119

SURROUND Unit of measure Text *Footnote Source: Source 120

TWISTED Unit of measure Text *Footnote Source: Source 121

UP & AWAY Unit of measure Text *Footnote Source: Source Text 122

UP & DOWN Unit of measure Text *Footnote Source: Source 123

2 S-5 S Unit of measure The people in the organization, considered in terms of corporate demographics, not individual personalities The processes and The way procedures through managers which things get done Staff collectively from day to day A coherent set behave with of actions aimed Systems Style respect to use at gaining a of time, Skills sustainable Strategy attention, advantage and symbolic over competition Capabilities actions Shared possessed by Structure Values the organization Those ideas of what as a whole as is right and desirable distinct from the The organization chart (in corporate and/or individuals. and accompanying individual behavior) Some companies baggage that show which are typical of the perform who reports to whom organization and extraordinary and how tasks are common to most of its feats with both divided up and members ordinary people integrated *Footnote Source: Source 124

3 CS TRIANGLE Unit of measure Customer Distributors Clients Competitors Suppliers *Footnote Source: Source 125

3 S-4 S Unit of measure The organization chart and accompanying baggage that show who reports to whom and how tasks are both divided up and A coherent set of integrated actions aimed at The people in gaining a sustainable the organization, advantage considered in Structure over competition terms of corporate demographics, not individual personalities Strategy Capabilities possessed by the organization as a whole as distinct from Skills the individuals. Some companies Shared values perform extraordinary feats with ordinary people Those ideas of what is right and desirable (in corporate and/or individual behavior) which are typical of the organization and common to most of its members *Footnote Source: Source Staff Systems Style The way managers collectively behave with respect to use of time, attention and symbolic actions The processes and procedures through which things get done from day-to-day 126

7 S Unit of measure The way managers collectively behave with respect to use of time, attention and symbolic actions A coherent set of actions aimed at gaining a sustainable advantage over competition Strategy Capabilities possessed by the organization as a whole as distinct from the individuals. Some companies perform extraordinary feats with ordinary people Style Skills Shared values Staff The people in the organization, considered in terms of corporate demographics, not individual personalities *Footnote Source: Source Systems Structure The organization chart and accompanying baggage that show who reports to whom and how tasks are both divided up and integrated Those ideas of what is right and desirable (in corporate and/or individual behavior) which are typical of the organization and common to most of its members The processes and procedures through which things get done from day-to-day 127

BUSS PORTFOLIO Medium Low Competitive position High Unit of measure Low Medium High Product/market attractiveness *Footnote Source: Source 128

CHANGE BOARD Unit of measure Change vision Commitment Conviction Courage Capability Individual activity Enabling devices Chief Executive Leadership groups Down the line External constitution *Footnote Source: Source 129

DELTA P Unit of measure • Accurate measurement • • of action and results Clear accountabilities Early wins Visible demonstration of new vision and values by client leadership • • achieve goals Agreement on objectives by line management Management of highinvolvement process *Footnote Source: Source and contribution to act on vision and action plans • Implementation or Performance Measurement Vision and Leadership • Action plans sufficient to • Flow of 2 -way communications • People’s understanding, belief Delta Problem Solving Process near implementation of required structure and systems Communications P Organizational Infrastructure People Development • Client managers • (particularly middle management) have skill to lead program implementation Change in actual behavior 130

MACS Unit of measure • Industry attractiveness • Competitive position • Restructuring/rationalization opportunities Value-creation potential in business unit • Taxation/ valuation differences *Footnote Source: Source Natural owner • Business unit linkages “One of the pack” • Corporate center skills Relative ability to extract value High Medium Low Retain and give top priority Retain and give priority Retain and manage for code or liquidate Probably divest Divest or liquidate 131

MANUFACTURING STRATEGY Unit of measure Business Strategy Manufacturing Strategy Configuration Systems Organization Process Design *Footnote Source: Source Research Focus Labor Policy Make vs. Buy Product Design 132

PENTAGON Unit of measure 1 2 5 Restructuring framework 3 *Footnote Source: Source 4 133

PRICE BENEFIT Unit of measure Benefit Competitive advantage Competitive disadvantage Price *Footnote Source: Source 134

SMILE CHART Unit of measure Appraise performance and prospects 1 Develop strategy Bottom up action programs 8 2 3 7 4 Redesign pivotal jobs Top down action programs 6 5 Assess change readiness Design the skill building process *Footnote Source: Source 135

STRAT GAMEBOARD Unit of measure 3. 2. Create and pursue a unique advantage Resegment the market to create a 1. niche Do more and better of the same *Footnote Source: Source 4. Exploit unique advantage industrywide When to compete 136

STRAT MANAGE Unit of measure Stage 4 Stage 3 Stage 2 Stage 1 Budget planning Forecast based planning Externally orientated planning Strategic management Meet Predict the Think Create the budget and future strategically future schedule Value system *Footnote Source: Source 137

TREE PRODUCTIVITY Unit of measure Effectiveness Contribution Available selling time Productivity Contribution Total selling costs Selling margin Contribution Sales Selling rate Sales Available selling time Utilization Available selling time Total sales time Efficiency Available selling time Total selling costs Support leverage Total sales time Support costs Support intensity Support costs *Footnote Source: Source Total selling costs 138

VALUE CREATION Unit of measure Improve core business performance Redeploy assets Maximize shareholder value Adopt sound financing approach *Footnote Source: Source Grow through cultural initiative Grow through acquisition and/or merger 139

VALUE SOURCES Unit of measure Industry restructure Corporate center skills Client’s relative ability to extract value Internal controller Shared resources Linkages between business units Transfer of capability Vertical integration Differences in tax position Real Existence of non-cases objectives Financial ownership fit Inefficiencies in financial markets Perceived Difference in valuation technique *Footnote Source: Source 140

GANTT 10 Unit of measure <##> Header <##> <##> <##> Text *Footnote Source: Source 141

GANTT 15 Unit of measure ## Header ## ## ## ## Text *Footnote Source: Source 142

VENN 2 Unit of measure Text *Footnote Source: Source Text 143

VENN 3 Unit of measure Text *Footnote Source: Source 144