You need to make a business investment decision, understand the tools and processes to follow, and require a guide to help you convince colleagues to make the investment.
The Investment Journal is the companion guide to our popular books Succeeding as a Management Consultant, The Operations Management Journal, The Pandemic & Disaster Strategy Journal and The Strategy Journal, an Amazon bestseller.
The heart of this journal revolves around the investment visual guide and pages to plan your investment: from clarifying the problem statement all the way to developing the presentation and quantifying the benefits case in $.
The journal is divided into 4 parts: (1) Investment Visual Guide, (2) Overview, (3) Guided Example, and (4) Your Study.
The INVESTMENT VISUAL GUIDE contains:
Summary of the process
Financial Analysis vs. Financial Modeling vs. Investment Cases
Journal Objectives
Investment Case Philosophy
Integrating Change Management
Difference in Investment Cases
CSFs to Leading an Investment Case
Expectations of an Investment Case Leader
Guiding the Team
Analyses Complexity Over Time
Week-by-Week Activities
Week 0
Week1–2
Week3–5
Week5–7
Week 8
Analytical Tools
Strategic scoping
3 questions in strategic scoping
Sub-questions from 3 questions
Assertions from questions
Hypotheses from assertions
Strategic scoping example
Testing Hypotheses with Financial Analysis (Top-Down)
Financial Analysis Overview
3 Questions for all Financial Analysis
Q1 financial analysis
Q2 financial analysis
Q3 financial analysis
Data Collection in Financial Analysis
Drawing Insights from Financial Analysis
Financial Analysis to Financial Modeling
Creating the Investment Case
The OVERVIEW offers you a 1-page guide to the entire process we will use to create a highly customized solution for your client.
In the GUIDED EXAMPLE, we will work together through a study/project to show you how each page will be used.
Thereafter, we create blank templates and guides for you to use on YOUR STUDY.
The Daily Pages are split into 8 weeks with a page for Monday to Friday. The pages help you understand your goals each day with a timeline reminder of the deliverables before each client update. Reminders for the client updates are built into the sheets for you to complete.
This journal helps readers walk into any situation in any organization anywhere in the world and understand how to develop an investment case via to-do list prompts, self-assessments and strategy calendars. All based on the combined best-practices of the author and the ex-McKinsey, BCG, et al. partners who produce all the strategy training programs on StrategyTraining.com.
On StrategyTraining.com/FIRMSconsulting.com, you have seen us over the last 10 years help numerous clients solve complex business problems: postal turnaround, merge tech giants, help a bank enter the US Market, etc. Among other tools, this journal contains a 120-page visual guide to the overall process to develop an investment case.
Clients who have used the Journal report:
A sense of purpose
Rapid promotions
Career fulfillment
Happier colleagues
Improved skills
Increased productivity
Increased focus
Client success
THERE ARE 16 TYPES OF PAGES IN THIS WORKBOOK:
•Project Logic and Overview
•Decision-Tree of Options
•Hypotheses & Hypotheses Tests
•Storyboarding
•Charter
•Timeline
•Flash Report
•Focus Interviews
•Executive Update Guide
•Financial Analyses
•Benchmarks
•Case Studies
•Project Checklist
•Opportunity Chart
•Benefits Chart
•Daily Pages
