Current State Assessment (PowerPoint PPTX)

Many, if not all, management consulting engagements require that current state assessment is played back to the client to win his confidence in the engagement. This custom framework can help you do just that, more than template its also provides commentary example on how to achieve it while executing assignment on the ground. A real world example again from the Big 5 world.

The PPT includes a comprehensive project timeline, ensuring all planned activities are on schedule. This timeline is crucial for maintaining project momentum and meeting key milestones. The detailed breakdown of tasks and deadlines allows for precise tracking and accountability, ensuring that every phase of the project is executed efficiently.

The North America Finance Overview section provides an in-depth analysis of financial performance, including revenue and FTE distribution across different entities. This data-driven approach highlights areas of strength and opportunities for optimization. By understanding the allocation of resources and financial outcomes, executives can make informed decisions to drive financial efficiency and effectiveness.

The document also delves into the organization analysis, examining the structure and span of control within finance teams. This analysis identifies the layers of management and the distribution of responsibilities, providing insights into potential areas for streamlining and improving operational efficiency. The clear depiction of organizational hierarchies aids in understanding the current state and planning for future enhancements.