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As consultants, one of our key responsibilities is communicating with clients in a clear, simple and logical manner. Frameworks help structure our analysis and answers in this way.

Below, you can find some popular frameworks we use, suggestions for how to use them and case studies to see them in action.

(Hint: We’ve also included downloadable slide templates you might like to use!) 

 


SWOT Analysis

SWOT Analysis

The SWOT Analysis (Strengths, Weaknesses, Opportunities, Threats) is a strategic planning tool, allowing organisations to consider their positive and negative factors, both internally and externally.

 

Applications

The SWOT Analysis is a highly versatile tool, applicable to clients of any size and industry.

Consultants using this framework should consider:

  • Each element both independently and in relation to the other elements
  • How external factors impact or correlate with internal factors

Case Study Example

XYZ is a local non-profit organisation that focuses on providing skills training and employment preparation for indigenous communities, as well as raising awareness about indigenous issues.

While they are relatively large in terms of the people they serve every year, they observe a substantial decline in growth and are struggling to reach their target market. They also note increasing dissatisfaction and complaints raised by existing customers. XYZ relies heavily on government grants for NFP, particularly grants from companies that work with indigenous communities.

XYZ wants to better understand their position in the industry relative to competitors and wants recommendations on any changes they should make (internal or external). 

XYZ is also looking to a) overhaul their technology infrastructure, b) better use technology to understand customer pain points, and c) reach new members in indigenous communities.

Download Template

SWOT Analysis


Porter's Five Forces Model

Porter’s 5 Forces Model

Porter’s Model is a tool to understand the client’s micro-environment by assessing the competition an organisation faces. It encourages organisations to look at the wider industry context, both today and into the future.

 

Application

Porter’s Model can be applied to clients of most sizes and industries. It is unlikely to be useful for clients who face little to no competition (e.g. monopolies or governments).

Consultants using this framework should consider:

  • The client’s position in the industry
  • Any current or future changes in the industry which will affect the client (e.g. regulatory changes, increasing competition)

 

Case Study Example

XYZ is a local non-profit organisation that focuses on providing skills training and employment preparation for indigenous communities, as well as raising awareness about indigenous issues.

While they are relatively large in terms of the people they serve every year, they observe a substantial decline in growth and are struggling to reach their target market. They also note increasing dissatisfaction and complaints raised by existing customers. XYZ relies heavily on government grants for NFP, particularly grants from companies that work with indigenous communities.

XYZ wants to better understand their position in the industry relative to competitors and wants recommendations on any changes they should make (internal or external). 

XYZ is also looking to a) overhaul their technology infrastructure, b) better use technology to understand customer pain points, and c) reach new members in indigenous communities.

 

Download Template

Porters 5 forces


Mckinsey 7S Framework

The 7S Framework

The Mckinsey 7S Framework is an organisation analysis tool. It aims to analyse seven key internal elements of an organisation and determine whether they are aligned.

 

 

The elements of the framework are split into two categories:

Hard Elements: Easily identified and can be altered by management quickly:

  • Strategy: Business plan to maintain short, medium, and long term sustainability and competitiveness. Business strategy needs to clearly show what the key objectives and goals are
  • Structure: Corporate hierarchy and business units, as well as key responsibilities for workers
  • Systems: Procedures in place to achieve business outcomes (typically, daily activities)

Soft Elements: Harder to determine and change (require shifts in corporate culture)

  • Skills: Competencies and capabilities that can be leveraged (this helps determine if the skills the organisation has are aligned with what they want to achieve)
  • Staff: Recruitment, training, and development needs
  • Style: Management style and corporate culture. How is staff managed and interacted with and the impacts this has on productivity
  • Shared Values: Norms, principles, and standards that are the ‘organisation guidelines’ that all staff members follow

 

Applications

The 7S Framework primarily analyses an organisation from an internal perspective. It would be especially useful for clients who may be struggling with a sudden change, or are looking to develop an interconnected strategy.

Consultants using this framework should consider:

  • Whether or not all elements are aligned to a common vision
  • Interdependencies between the elements
  • Recommendations to align the elements where practicable

 

Case Study Example

XYZ is a local non-profit organisation that focuses on providing skills training and employment preparation for indigenous communities, as well as raising awareness about indigenous issues.

While they are relatively large in terms of the people they serve every year, they observe a substantial decline in growth and are struggling to reach their target market. They also note increasing dissatisfaction and complaints raised by existing customers. XYZ relies heavily on government grants for NFP, particularly grants from companies that work with indigenous communities.

XYZ wants to better understand their position in the industry relative to competitors and wants recommendations on any changes they should make (internal or external). 

XYZ is also looking to a) overhaul their technology infrastructure, b) better use technology to understand customer pain points, and c) reach new members in indigenous communities.

 

 

Download Template

7s framework


PESTEL Framework

PESTEL Framework

The PESTEL Framework is a management tool used to analyse the macro-environmental factors of an organisation. It allows organisations to understand what external elements could impact them, both now and in the future.

 

Applications

The PESTEL Framework can be scaled to include many external factors and is a highly useful tool to reflect on an organisation’s place in the industry. It can be utilised for clients of any size and industry.

Consultants using this framework should consider:

  • How factors will have an impact in the short, medium and long term
  • Strategies that can be formulated from understanding these factors

Hint: Often clients are too busy to properly evaluate their operating environment. Use this tool creatively to show them important strategic elements to consider in how they run their operations.

Case Study Example

XYZ is a local non-profit organisation that focuses on providing skills training and employment preparation for indigenous communities, as well as raising awareness about indigenous issues.

While they are relatively large in terms of the people they serve every year, they observe a substantial decline in growth and are struggling to reach their target market. They also note increasing dissatisfaction and complaints raised by existing customers. XYZ relies heavily on government grants for NFP, particularly grants from companies that work with indigenous communities.

XYZ wants to better understand their position in the industry relative to competitors and wants recommendations on any changes they should make (internal or external). 

XYZ is also looking to a) overhaul their technology infrastructure, b) better use technology to understand customer pain points, and c) reach new members in indigenous communities.

 

Download Template

PESTEL Framework


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