Free template
Consulting PowerPoint Template for Opportunity Diagnosis and Action Planning
This consulting PowerPoint template walks a client from diagnosis to a focused action plan in eight slides. The example engagement follows Northline Advisory working with Cedar Retail: a cover framed as a Consulting Toolkit with an Understand, Insight and Action sequence, then an opportunity assessment bar chart that scores customer experience at 80, process efficiency at 60 and market expansion at 40 out of 100 next to a key takeaway panel. The slide story continues with a stepped Listen, Observe and Validate diagnosis line, a three-row recommendation slide pairing each area with one action, a workstream table naming owners and deliverables, a six-week Diagnose, Design and Activate timeline, a risk and response table, and a numbered next-steps close. The design pairs deep indigo backgrounds with ice-cyan accent headlines, large serif titles and moody concrete-and-glass architectural photography; every page is marked as an example scenario. The editable PPT file downloads for PowerPoint and converts to Google Slides for teams that share slides in the browser.
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What’s included
Consulting Toolkit cover
Cover slide introducing a consulting toolkit that moves from diagnosis to focused action, with an Understand, Insight, Action sequence for an example Northline Advisory and Cedar Retail engagement.
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Opportunity assessment score chart
Bar chart ranking three opportunity areas on a 0–100 score, with a key takeaway recommending customer experience as the starting point. Data is labeled illustrative.
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Three-step diagnosis approach
A stepped line diagram showing how the team diagnoses before prescribing: listen, observe and validate.
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Focused recommendations by area
Three-row comparison that pairs each opportunity area with a single recommended action.
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Workstream owners and deliverables
Table that makes responsibilities explicit by assigning an owner and a deliverable to each workstream.
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Three-stage engagement timeline
Timeline that builds momentum from diagnosis to action across weeks one to six, with a clear deliverable for each stage.
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Delivery risks and responses
Risk table that anticipates key delivery risks and records an agreed response and owner for each.
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Next steps to align on
Closing slide with three numbered next steps to confirm the priority, name owners and start the engagement.
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Best for
- Present a client opportunity assessment that ranks improvement areas by score
- Recommend one focused action per business area after a diagnostic phase
- Assign workstream owners and deliverables for a consulting engagement
- Walk a client through a six-week diagnose, design and activate timeline
- Review delivery risks and agreed responses before an engagement starts
- Close a consulting workshop by aligning on sponsor, owners and kickoff
Who this template is for
- Management consultants
- Independent advisors and boutique consulting firms
- Strategy and transformation teams
- Retail operations leaders
- Internal consulting and PMO teams
Features of this template+
- Opportunity score bar chart on a 0–100 scale with a key takeaway panel
- Stepped Listen, Observe, Validate diagnosis line with numbered serif stages
- Native editable tables for workstream owners and delivery risks with responses
- Three-stage weekly timeline from Diagnose to Design to Activate
- Deep indigo palette with ice-cyan headlines and concrete-and-glass architectural photography
- Editable PowerPoint slides with a Google Slides conversion option
