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100+ Real Consulting Presentations from McKinsey, BCG, Bain, and More

By Paul Moss

We’ve gathered presentations from top consulting firms that you can use to inspire your own slide making.

For this post we’ve gathered 100+ real presentations from top consulting firms around the internet for you to review, analyze, and learn from. Each has its strengths and weaknesses, and each provides a different look into how top quality consulting presentations get created and delivered to clients. 

After finishing this article, make sure you check out our advanced courses to see how you can learn to build your own high-quality, consulting-style slides from scratch.

The Internet's Best Slides

Search through our curated library of REAL slides to find inspiration for your next presentation

• Reshaping NYCHA support functions   (BCG)
•   Loose dogs in Dallas: Strategic Recommendations to Improve Public Safety and Animal Welfare   (BCG)
•   Melbourne as a Global Cultural Destination   (BCG)
•   The Open Education Resources ecosystem   (BCG)
•   The True-Luxury Global Consumer Insight (7th Edition) (BCG)
•   Evaluating NYC media sector development and setting the stage for future growth   (BCG)
•   The Electric Car Tipping Point   (BCG)
•   Projecting US Mail volumes to 2020   (BCG)
•   Next Generation Manufacturing (2016)   (BCG)
•   Corporate Ventures in Sweden (2016)   (BCG)
•   Port of Los Angeles Clean Truck Program – March 2008   (BCG)
•   USPS Future Business Model   (McKinsey)
•   Investment and Industrial Policy: A Perspective on the Future   (McKinsey)
•   Outperformers: High-growth emerging economies and the companies that propel them   (McKinsey)
•   Technology’s role in mineral criticality (World Materials Forum)   (McKinsey)
•   Challenges in Mining: Scarcity or Opportunity?   (McKinsey)
•   Modelling the potential of digitally-enabled processes, transparency and participation in the NHS   (McKinsey)
•   Addressing the Global Affordable Housing Challenge (2016)   (McKinsey)
•   Capturing the Full Electrical Efficiency Potential of the UK (2012)   (McKinsey)
•   Digital Luxury Experience (2017)   (McKinsey)
•   Digitally-Enabled Processes in the NHS (2014)   (McKinsey)
•   How Companies can Capture the Veteran Opportunity (2012)   (McKinsey)
•   Insurance Trends and Growth Opportunities for Poland (2015)   (McKinsey)
•   Laying the Foundations for a Financially Sound Industry (2013)   (McKinsey)
•   From Poverty to Empowerment (2014)   (McKinsey)
•   Consumer privacy in retail   (Deloitte)
•   TMT Outlook 2017: A new wave of advances offer opportunities and challenges   (Deloitte)
• Deloitte SEA CFO Forum Southeast Asia Business Outlook   (Deloitte)
• Deloitte Kenya Budget 2022/23 Webinar   (Deloitte)
• The Shopping Centre Handbook 4.0   (Deloitte)

Bain & Co.

•   2011 China Luxury Market Study   (Bain)
•   Bain & UC Berkley Operational Excellence (2010)   (Bain)
•   Fintech New York: Partnerships, Platforms and Open Innovation   (Accenture)
•   Shaping the Sustainable Organization   (Accenture)
•   The Decade to Deliver: A Call to Business Action   (Accenture)
•   Fueling the Energy Future   (Accenture)
•   Cracking the Code on Consumer Fraud   (Accenture)
•   Right Cloud Mindset: Survey Results Hospitality   (Accenture)
•   Unleashing Competitiveness on the Cloud Continuum   (Accenture)
•   Whole Brain Leadership: New Rules of Engagement for the C-Suite   (Accenture)
•   Federal Technology Vision 2021: Full U.S. Federal Survey Findings   (Accenture)
•   Accenture Consumer Behavior Research: The value shake-up   (Accenture)
•   Tech Adoption and Strategy for Innovation & Growth   (Accenture)
•   Intelligent Operations for Future-Ready Businesses   (Accenture)
•   When, Where & How AI Will Boost Federal Workforce Productivity   (Accenture)
•   How fit is your allocation strategy?   (EY)
•   European Banking Barometer (2015)   (EY)
•   EY Price Point: global oil and gas market outlook, Q2 | April 2022   (EY)
•   IBOR transition: Opportunities and challenges for the asset management industry (EY)
•   Global Capital Confidence Barometer 21st edition   (EY)
•   Power transactions and trends Q2 2019   (EY)
•   MAPS2018 Keynote address on EY report: Life Sciences 4.0 – Securing value through data-driven platforms   (EY)
•   EY Germany FinTech Landscape   (EY)

PwC / Strategy&

•   Project Management: Improving performance, reducing risk   (PwC)
•   World Economic Forum: The power of analytics for better and faster decisions by Dan DiFilippo   (PwC)
•   Apache Hadoop Summit 2016: The Future of Apache Hadoop an Enterprise Architecture View   (PwC)
•   Turning big data into big revenue   (PwC)
•   Medical Cost Trend: Behind the Numbers 2017   (PwC)
•   PwC’s new Golden Age Index – how well are countries harnessing the power of older workers?   (PwC)
•   PwC’s Global Technology IPO Review — Q1 2015   (PwC)
•   PwC Trends in the workforce   (PwC)
•   18th Annual Global CEO Survey – Technology industry key findings   (PwC)
•   The FDA and industry: A recipe for collaborating in the New Health Economy   (PwC)
•   Making zero-emission trucking a reality   (Strategy&)
•   Sustainability strategies for Oil and Gas   (Strategy&)
•   Driving the sustainability agenda on C-level   (Strategy&)
• The Diversity Imperative: 14th Annual Australian Chief Executive Study   (Strategy&)
•   Creating a Winning Recipe for a Meal Kits Program   (LEK)
•   The 4th Annual New Mobility Study 2019   (LEK)
•   2019 APAC Hospital Priority Study Overview    (LEK)
•   Rail industry cost and revenue sharing (2011)   (LEK)
•   2019 Media and Entertainment Study   (LEK)
•   Navigating a digital-first home furnishings market   (LEK)
•   5 Opportunities in the Nutritional Supplements Industry   (LEK)
•   Infrastructure Victoria – AZ/ZEV International Scan   (LEK)
•   The Rapidly Evolving Landscape of Meal Kits and E-commerce in Food & Beverage   (LEK)
•   Top 8 Insights From the 2018 Beauty, Health & Wellness Survey   (LEK)
•   2018 Brand Owner Packaging Survey   (LEK)
•   2016 Strategic Hospital Priorities Study   (LEK)
•   The Merchandising Evolution (and why NDC Matters)   (LEK)
•   Infrastructure beyond COVID-19   (LEK)
•   China Exit or Co-Investment Opportunities for German PE Investors   (LEK)
•   Strategy Study 2014   ( AT Kearney)
•   Australia: Taking Bigger Steps   ( AT Kearney)
•   Lifting the Barriers to Retail Innovation in ASEAN   ( AT Kearney)
•   The Future of Commercial Vehicle Powertrains (2012)   ( AT Kearney)
•   A.T. Kearney 2017 State of Logistics Report: Accelerating into Uncertainty   ( AT Kearney)
•   Pursuing Customer Inspired Growth   ( AT Kearney)
•   The Accelerating Growth of Frictionless Commerce   ( AT Kearney)
•   Consolidation of the US Banking Industry   ( AT Kearney)
• Covid-19 and Effects on Turkey   ( AT Kearney)

Booz Allen Hamilton, Alvarez & Marsal and others

•   European Distressed Credit Watch List   (Alvarez & Marsal)
•   Corporate Headquarters Study 2018   (Roland Berger)
• The Lithium-Ion (EV) battery market and supply chain   (Roland Berger)
•   IP Theft   (Booz Allen Hamilton)
•   Booz Allen Hamilton and Market Connections: C4ISR Survey Report   (Booz Allen Hamilton)
•   Joining Forces: Interagency Collaboration and “Smart Power”   (Booz Allen Hamilton)
• Booz Allen at a glance   (Booz Allen Hamilton)
• Investor Presentation Deck   (Booz Allen Hamilton)
•   Responding to Covid-19 (2021)   (Oliver Wyman)
•   C ovid-19 Special Primer (2020)   (Oliver Wyman)
• Building Up Immunity of the Financial Sector   (Oliver Wyman)
• Customer Experience: The 14BN Risk Noted for Discussion   (Oliver Wyman)

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Reshaping NYCHA support functions

Good:  Realistic client presentation, clear slide structure, complete storyline

Not Good:  Outdated, long and dense

Download this Presentation

Loose dogs in Dallas: Strategic Recommendations to Improve Public Safety and Animal Welfare

Good: Realistic client presentation, clear slide structure, insightful and clear charts

Not Good: Outdated, long and dense

Melbourne as a Global Cultural Destination

Good: Realistic client presentation, good structure, slides “guide” audience to insights

Not Good: Outdated design

The Open Education Resources ecosystem

Good: Clearly structured slides, good visuals, good illustrative charts

Not Good: Relatively short, slightly older, incomplete storyline

The True-Luxury Global Consumer Insight (7th Edition)

Good: Recent presentation, nice looking visuals, clear charts

Not Good: Not a client presentation, too much focus on design

Evaluating NYC media sector development and setting the stage for future growth

Good: Complete presentation (intro, exec. summary, etc.), good examples of subtitles

Not Good: Lacks clear recommendations

The Electric Car Tipping Point

Good: Clear and insightful charts, clutter-free slides, good titles

Not Good: Relatively short, not a client presentation

Projecting US Mail volumes to 2020

Good: Easy to understand, good insights and analysis, contrasts with McKinsey presentation on the same topic

Not Good: Old presentation

Next Generation Manufacturing (2016)

Good: Nice clean design, excellent visuals

Not Good: Not a client deliverable

Corporate Ventures in Sweden (2016)

Good: Strong overall flow, good visualization s

Not Good: Relatively short

Port of Los Angeles Clean Truck Program – March 2008

Good: Realistic slides and presentation, good structure

Not Good: Short

USPS Future Business Model

Good:  Clear structure and analysis, insightful charts

Not Good:  Outdated, lackluster design

Investment and Industrial Policy: A Perspective on the Future

Good: Variety of charts, good titles

Not Good: Over designed, not a client presentation

Outperformers: High-growth emerging economies and the companies that propel them

Good: Variety of charts, qualitative visuals, clear titles

Not Good: Poor use of color, minimal footnotes

Technology’s role in mineral criticality (World Materials Forum)

Good: Clear storyline, well-structured slides, good titles and subtitles

Not Good: Overuse of visuals, relatively short

Challenges in Mining: Scarcity or Opportunity?

Good: Complex explanations made simple, variety of visual types

Not Good: Inconsistent titles, some unprofessional visuals (clipart, etc.)

Modelling the potential of digitally-enabled processes, transparency and participation in the NHS

Good: Realistic client slides, data heavy

Not Good: Cluttered, incomplete storyline

Addressing the Global Affordable Housing Challenge (2016)

Good: Realistic slide structure, good charts, great slide titles

Not Good: Strange slide formatting, mediocre design

Capturing the Full Electrical Efficiency Potential of the UK (2012)

Good: Realistic client deliverable (full deck, dense slides, proper deck structure)

Digital Luxury Experience (2017)

Good: Variety of charts, good use of icons

Not Good: Short presentation, light on content, not a client deliverable

How Companies can Capture the Veteran Opportunity

Good: Examples of text-heavy slides, good action titles

Not Good: Minimal charts, unrealistic structure, repetitive slides

Insurance Trends and Growth Opportunities for Poland

Good: Well organized presentation, clear takeaways

Not Good: Old formatting, short presentation

Laying the Foundations for a Financially Sound Industry

Good: Multiple chart examples (waterfall, line, dot, column)

Not Good: Short presentation, “conference-style” presentation

From Poverty to Empowerment (2014)

Good: Good variety of data visualizations

Not Good: Unattractive formatting and style

Consumer privacy in retail

Good: Clear titles, good use of icons and color to show insights

Not Good: Short, not a client presentation

TMT Outlook 2017: A new wave of advances offer opportunities and challenges

Good: Survey insights highlighted well, good use of color, clear charts and visuals

Not Good: Not a client presentation, heavy focus on survey data

Deloitte SEA CFO Forum Southeast Asia Business Outlook

Good: Line chart examples

Not Good: Poor titles, strange use of black

Deloitte Kenya Budget 2022/23 Webinar

Good: Consistent design, good colors

Not Good: Simple titles, meant for live presentation

The Shopping Centre Handbook 4.0

Good: Some insights

Not Good: Too many graphics, strange design

2011 China Luxury Market Study

Good: Clear titles, good use of color to highlight insights

Not Good: Short presentation, marketing presentation

Bain & UC Berkley Operational Excellence (2010)

Good: Realistic presentation, lots of slides

Not Good: Outdated content, ugly design

Fintech New York: Partnerships, Platforms and Open Innovation

Good: Simple and clear slide design, good structure, insightful charts

Not Good: Short presentation, only a few “consulting style” slides

Shaping the Sustainable Organization

Good: Well structured slides, clear takeaways

Not Good: Rounded chart bars

The Decade to Deliver: A Call to Business Action

Good: Variety of charts, good design

Not Good: Not a client presentation

Fueling the Energy Future

Good: Illustrative charts and matrices

Not Good: Curved line charts

Cracking the Code on Consumer Fraud

Good: Mix of charts and numbers

Right Cloud Mindset: Survey Results Hospitality

Good: Nice slide titles and charts

Not Good: Text heavy sections

Unleashing Competitiveness on the Cloud Continuum

Good: Focus on takeaways, clear charts

Not Good: Ugly backgrounds, overuse of pictures

Whole Brain Leadership: New Rules of Engagement for the C-Suite

Good: Formatting, use of numbers

Not Good: Unnecessary graphics

Federal Technology Vision 2021: Full U.S. Federal Survey Findings

Good: Clear survey results, nice bar charts

Accenture Consumer Behavior Research: The value shake-up

Good: Color design, focus on insights

Not Good: Marketing focused

Tech Adoption and Strategy for Innovation & Growth

Good: Color contrast, text structure

Not Good: 3D charts

Intelligent Operations for Future-Ready Businesses

Good: Sankey chart, tables, presentation structure

When, Where & How AI Will Boost Federal Workforce Productivity

How fit is your allocation strategy?

Good: Some good charts, good use of color

Not Good: Light on content, short presentation, inconsistent slide structure

European Banking Barometer (2015)

Good: Nice titles and takeaways, good variety of charts

Not Good: Survey-focused presentation (i.e. not client deliverable)

EY Price Point: global oil and gas market outlook, Q2 | April 2022

Good: Insightful charts and tables

Not Good: Report style, text heavy

IBOR transition: Opportunities and challenges for the asset management industry

Good: Formatting

Not Good: Meant for live presentation

Global Capital Confidence Barometer 21st edition

Good: Formatting and structure, interesting charts

Power transactions and trends Q2 2019

Good: Insightful charts

Not Good: Meant as appendix or “leave behind”

MAPS2018 Keynote address on EY report: Life Sciences 4.0 – Securing value through data-driven platforms

Good: Realistic slides, clear titles, good formatting

EY Germany FinTech Landscape

Good: Formatting and structure, insightful charts

Not Good: Data heavy, appendix style slides

Project Management: Improving performance, reducing risk

Good: Variety of qualitative visuals, good use of icons, nice design

Not Good: B ad titles, light on content

World Economic Forum: The power of analytics for better and faster decisions by Dan DiFilippo

Good: Scatter plot examples

Apache Hadoop Summit 2016: The Future of Apache Hadoop an Enterprise Architecture View

Good: Qualtative visuals

Not Good: Short and marketing focused

Turning big data into big revenue

Good: Text heavy slide examples

Medical Cost Trend: Behind the Numbers 2017

PwC’s new Golden Age Index – how well are countries harnessing the power of older workers?

Good: Mix of charts and tables, clean formatting

Not Good: Inconsistent titles

PwC’s Global Technology IPO Review — Q1 2015

Good: Combination and column charts

Not Good: Report style presentation

18th Annual Global CEO Survey – Technology industry key findings

Good: Visualized data

Not Good: Incomplete titles

The FDA and industry: A recipe for collaborating in the New Health Economy

Good: Simple and clear titles

Not Good: Inconsistent structure

Making zero-emission trucking a reality

Good: Very realistic slides, overall great presentation

Not Good: Text heavy transition slides

Driving the sustainability agenda on C-level

Not Good: Short, some cluttered slides

The Diversity Imperative: 14th Annual Australian Chief Executive Study

Good: Chart heavy, realistic slides

Not Good: Short presentation

Creating a Winning Recipe for a Meal Kits Program

Good: Clear titles, good charts

Not Good: Dense, too many pictures/logos

The 4th Annual New Mobility Study 2019

Good: Variety of charts, good amount of content

Not Good: Lots of filler slides, inconsistent titles

2019 APAC Hospital Priority Study Overview

Good: Very good (and realistic) design, clear slide takeaways

Not Good: Very short presentation

Rail industry cost and revenue sharing (2011)

Good: Good introduction and executive summary, realistic client presentation

Not Good: Outdated, boring design

2019 Media and Entertainment Study

Good: Clear charts, good titles

Not Good: Very short, too much text

Navigating a digital-first home furnishings market

Good: Infographic style slides

5 Opportunities in the Nutritional Supplements Industry

Good: Great charts, good deck structure

Not Good: Not a client presentation, text heavy

Infrastructure Victoria – AZ/ZEV International Scan

Good: Realistic client presentation, wide variety of slides

Not Good: Very long

The Rapidly Evolving Landscape of Meal Kits and E-commerce in Food & Beverage

Good: Variety of basic charts, realistic design

Top 8 Insights From the 2018 Beauty, Health & Wellness Survey

Good: Good column chart examples

Not Good: Report style

2018 Brand Owner Packaging Survey

Good: Good visuals, multiple charts

2016 Strategic Hospital Priorities Study

Good: Multiple charts, good qualitative visuals

The Merchandising Evolution (and why NDC Matters)

Good: Good storyline, clear charts

Not Good: Weak titles, outdated style

Infrastructure beyond COVID-19

Good: Wide variety of slide types, realistic presentation

China Exit or Co-Investment Opportunities for German PE Investors

Good: Multiple data heavy slides, good charts

Not Good: Slightly old

Strategy Study 2014

Good: Variety of charts

Not Good: Reads like an infographic, poor choice of color

Australia: Taking Bigger Steps

Good: Illustrative chart, use of icons

Not Good: D istracting backgrounds and colors

Lifting the Barriers to Retail Innovation in ASEAN

Good: Simple to follow

Not Good: Minimal analysis, questionable stacked column chart

The Future of Commercial Vehicle Powertrains (2012)

Good: Realistic slides, excellent takeaways, good overall structure

Not Good: Older presentation, simplistic design

Pursuing Customer Inspired Growth

Good:  Realistic client slides, multiple frameworks

Not Good: Short, outdated design

The Accelerating Growth of Frictionless Commerce

Good: Mix of charts, clear insights

Not Good: Distracting backgrounds, short presentation

Consolidation of the US Banking Industry

Good: A couple good titles

Not Good: Large text, minimal charts, distracting colors

Covid-19 and Effects on Turkey

Good: Consistent color, focus on insights

Not Good: Strange layout, marketing focused

Booz Allen Hamilton, Alvarez & Marsal and others

European Distressed Credit Watch List

Good: Simple charts

Not Good: Boring template, appendix heavy

Corporate Headquarters Study 2018

Good: Clear and simple slides, good variety of charts and visuals, not overly produced

Not Good: Not a typical client presentation, average slide titles

The Lithium-Ion (EV) battery market and supply chain

Good: Realistic titles and content-heavy slides

Not Good: Distracting background and colors

Good: Story flow, titles

Not Good: T itle page, overall design rs

Booz Allen Hamilton and Market Connections: C4ISR Survey Report

Good: Simple bar charts

Not Good: Titles, design

Joining Forces: Interagency Collaboration and “Smart Power”

Good: Slide consistency

Not Good: Chart design, outdated

Booz Allen at a glance

Good: Easy-to-read charts

Not Good: Meant for live presentation, minimal content

Responding to Covid-19 (2021)

Good: Excellent use of color, good overall design and visualizations

Not Good: “White Paper” style presentation (i.e. not client deliverable)

Covid-19 Special Primer (2020)

Good: Variety of data visualizations, nice color usage, clear takeaways

Building Up Immunity of the Financial Sector

Good: Clean design, interesting charts

Not Good: Some text heavy slides

Customer Experience: The 14BN Risk Noted for Discussion

Good: Simple design, good overall structure

Not Good: Inconsistent colors

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Consulting presentations are the foundation of professional communication in disciplines like strategic planning, management, and corporate decision-making. Notably, firms like McKinsey & Company, Boston Consulting Group (BCG), and other leading management consulting firms have mastered the art of creating effective slide decks to a level where these presentations are not just tools but strategic assets.

Fundamentally, consultant presentation slides allow business professionals to share insights, recommendations, and any kind of complex data in a coherent, visual, engaging format that facilitates understanding [3]. In this article, we will explore what defines a consulting presentation, what a consulting slide deck is, and the types of templates we can implement in our daily work lives for this purpose.

Table of Contents

What is a Consulting Presentation?

What is a consulting presentation template, types of consulting presentation slides, final words.

A consulting presentation is a carefully structured visual tool consultants use to communicate analyses, findings, and recommendations to clients. It synthesizes complex information into digestible, visually engaging slides that facilitate understanding and decision-making [1]. Typically, these presentations are grounded in rigorous research and analysis and aim to address specific client challenges or opportunities. 

Consulting presentations serve multiple purposes: to inform, persuade, and provide a clear path forward based on data-driven insights and strategic thinking. The effectiveness of a consulting presentation lies in its ability to make the complex simple, turn data into narratives, and inspire action among its audience, which often includes key stakeholders and decision-makers within an organization.

We can define a consulting presentation template as a slide or slide deck tailored to create assets inside consulting presentations. These templates can depict graphs, diagrams, roadmaps, dashboards, strategies, etc. Presenters can mix and match templates from different styles, modify their PowerPoint theme, customize the content, and get it ready to create a unique slide deck for a consultancy report.

In this section, we will group the different consultancy presentation templates by category. Remember that McKinsey presentations, BCG slides, and other popular consulting deck options are made from these tools.

Strategy Consulting Templates

Strategy consulting templates are visual tools designed to assist in developing and presenting business strategies. They facilitate a systematic approach to analyzing market conditions, competitive landscapes, and internal capabilities to make strategic decisions. McKinsey slide decks are fine examples of this category.

Market Analysis and Competitive Landscape

Whenever we use market analysis or competitive landscape templates, we aim to present research on market trends, customer behavior, and competitive landscapes. To name a few potential options, we can work with a Go-To-Market template outlining the target market, value proposition, marketing and sales strategies, distribution channels, and competitive analysis of a product or service release.

A second option would be to work with a Sales Battlecard , a concise, strategic document used by sales teams to understand and communicate the key features, benefits, and differentiators of their product or service compared to competitors. It’s designed to equip sales representatives with quick references and talking points highlighting competitive advantages and addressing potential objections during sales conversations. For this reason, it can be instrumental in consulting presentations to develop new sales strategies for your operators.

A third option is to implement a Competitive Landscape slide in the format of a competitor matrix to identify the leading competitors and understand their products, strategies, strengths, weaknesses, market share, and positioning. By analyzing competitors’ performance and strategies, a business can better position itself, differentiate its offerings, anticipate competitor moves, and identify areas for growth and improvement.

Business Model Canvas

The business model canvas evaluates a company’s value proposition, infrastructure, customers, and finances. Therefore, it helps businesses align their activities by illustrating potential trade-offs. The canvas includes nine key components: Key Partners, Key Activities, Key Resources, Value Propositions, Customer Relationships, Channels, Customer Segments, Cost Structure, and Revenue Streams.

If you seek a creative option, try this layout alternative to the typical business model canvas PPT template.

SWOT Analysis (Strengths, Weaknesses, Opportunities, Threats)

The SWOT analysis framework is a popular tool across presenters as it can be repurposed for any industry. They allow us to provide a comprehensive overview of the current strategic situation for consultancy presentations. Organizations can then leverage strengths and opportunities while addressing weaknesses and mitigating threats.

Some options of SWOT Analysis PPT templates include:

Porter’s Five Forces Analysis

Porter’s Five Forces is a framework developed by Michael E. Porter that analyzes the industry structure and corporate strategy. It identifies the intensity of competition and attractiveness of a market through five forces: Competitive Rivalry, Threat of New Entrants, Threat of Substitute Products or Services, Bargaining Power of Suppliers, and Bargaining Power of Buyers. In consulting presentations, this framework is instrumental for several reasons:

• Industry Analysis and Strategic Planning: This tool allows us to get a comprehensive overview of the external environment, which helps customers understand an industry’s dynamics. It will also enable consultants to identify where power lies in business situations, guiding the decision-making toward profitability and competitiveness. You can find some McKinsey slides examples covering this approach [2].
• Assessment of Profitability Potential: A market with weak forces suggests higher profitability potential, while solid forces may signal a competitive and challenging market.
• Investment Decisions: For clients considering entering new markets or industries, Porter’s Five Forces can guide investment decisions by highlighting the barriers to entry, the potential for rivalry, and other critical factors influencing the sector’s attractiveness.

Blue Ocean Strategy

The Blue Ocean Strategy , developed by W. Chan Kim and Renée Mauborgne, is a business strategy that encourages companies to create new demand in an uncontested market space, or a “Blue Ocean,” rather than competing head-to-head with other companies in an existing industry, or “Red Ocean.” This approach focuses on innovation, differentiation, and creating value for both the company and its customers, leading to new opportunities for growth.

Consultants can apply this framework to encourage clients to explore new, uncontested markets. Another approach is to emphasize the importance of the unique value proposition. 

Presenters can also combine this tool with strategic planning to boost organizational innovation.

Strategy Roadmap

To implement the strategies defined in a plan, consulting firm presentations must use graphic methods to clearly depict the different stages. This is where Strategic Roadmaps become valuable resources for consulting presentations. We can use the road metaphor for the roadmap, work with timelines, or use any other visual tool to depict a segmented plan.

Operations Consulting Templates

Operations consulting templates are visual tools designed to showcase the analysis and improvement of business processes and operations. Business professionals can use these graphic elements in presentations to identify bottlenecks, waste, and opportunities for improvement. In short, operations consulting templates enable consultants to deliver actionable recommendations that enhance operational performance.

Supply Chain Management

Supply Chain Management (SCM) is a critical element in Operations as it involves overseeing/managing the flow of goods and services, from raw materials to delivered products to the customer. Working with SCM templates helps consultants present tailored reports about supply chain processes and their inefficiencies: bottlenecks, sub-optimized stages, etc. Consequently, organizations can work on cost-reduction strategies, leverage IoT technologies, and aim for sustainable practices.

Lean Management and Six Sigma

Presenters can use a multitude of slides to discuss lean management or Six Sigma processes, but above all, two elements stand out: the DMAIC and the SIPOC diagram .

The DMAIC diagram can be used for multiple cases in consulting presentations. One option would be presenting a case study where defining the project scope led to targeted improvements, illustrating how a similar focus could benefit the client. For companies already implementing Six Sigma strategies, consultants can share benchmark data and metrics from past projects during the Measure phase, showing how precise measurement informed the strategy. Or discuss an Analyze phase from a previous engagement where deep data analysis revealed unexpected insights, suggesting a thorough examination could uncover similar opportunities for the client.

In turn, the SIPOC diagram can visually summarize a process by mapping out its key components, aiding in understanding and communication with the client. Consultants can highlight specific segments of the SIPOC diagram to pinpoint where inefficiencies or issues occur, directing focus to areas with the most significant potential for improvement. Another use in consulting presentations is before implementing changes, as the SIPOC diagram can capture the current state of a process as a baseline, making it easier to measure the impact of improvements post-implementation.

Performance Dashboard

As the final element in this category, consultants are often hired to analyze a company’s performance. This is where Performance Dashboard PPT templates shine, offering a visual method to share condensed data extracted from analysis. The performance dashboard can reflect sales operations, logistics, marketing engagement rate, and plenty of other options. It’s a versatile tool that can be customized to track different metrics.

Financial Consulting Templates

Financial consulting templates help consultants guide the analysis and presentation of financial data, strategies, and recommendations. They enable systematically reviewing and communicating aspects of financial health, including performance analysis, budgeting, forecasting, and investment strategies. Elements like financial ratios, cash flow analysis, and cost-benefit assessments are typical examples, allowing for a comprehensive evaluation of financial stability and growth opportunities.

Financial Performance Analysis

Several tools can be used to conduct a financial performance analysis in a consulting presentation. The typical options are the Profit & Loss (P&L), financial dashboards, and performance review templates.

Cost Reduction Strategies

These templates showcase proposed strategies to minimize operational costs and increase overall profit. We can select the preferred presentation template depending on the company’s size, operational complexity, and other variables. Here, we leave you two potential options.

Investment Appraisal

The Investment Appraisal slide deck contains tools to evaluate the viability and profitability of proposed investments or projects. Although you can find some valuable tools for this in the format of Porter’s Five Forces, DMAIC and SIPOC, and SWOT analysis, it’s best to work with tailored slide decks for investment and financial projects.

Mergers & Acquisitions (M&A) Strategy

Business deals and negotiations regarding mergers or company acquisitions should be handled carefully. Consultants addressing clients about these two situations must communicate clearly, simplify the steps to follow, define the best practices to complete the process smoothly and define how to communicate with the personnel. You can check our Business Partnership PowerPoint template for a well-rounded framework for consultants to discuss these topics.

Financial Modeling Overview

We can work with plenty of templates for this last element to discuss financial modeling. For instance, the P&L model is a good fit in this category, but we can broaden our horizons – depending on the type of analysis – by using tools like the ones below.

The Efficient Frontier Curve is a concept from portfolio theory. It illustrates the set of optimal portfolios that offer the highest expected return for a given level of risk or the lowest risk for a given level of expected return. As part of a financial model overview, it can help investors understand the risk-return trade-off of different investment portfolios, aiding in selecting an investment strategy that aligns with their risk tolerance and return objectives.

The Optimal Capital Structure Curve demonstrates the relationship between a company’s debt-to-equity ratio and its overall cost of capital. Including this in a financial model overview can provide insights into how different financing strategies might affect a company’s value. It highlights the theoretically optimal mix of debt and equity financing that minimizes the company’s cost of capital and maximizes its value.

The Trade Off Theory of Capital Structure Curve suggests that there’s an optimal capital structure where the tax benefits of debt financing are balanced against the costs of financial distress. Including this curve in an overview can illustrate companies’ balancing act in deciding how much debt to take on, considering the benefits of tax shields against the potential costs of bankruptcy or financial distress.

Finally, the CAPM Capital Asset Pricing Model Curve determines the expected return on an asset or portfolio based on its beta (volatility or risk relative to the market). This model can be part of a financial model overview to demonstrate the relationship between the expected return of a security or portfolio and its risk, helping investors understand how to price risk when making investment decisions.

Human Resources Consulting Templates

Human Resource (HR) consulting templates are PPT templates designed to assist in evaluating and improving HR functions such as recruitment processes, talent management, and employee performance evaluation, to name a few. HR consulting templates enable consultants to offer actionable insights and recommendations that support the development of a motivated, efficient, and cohesive workforce aligned with the organization’s goals.

Organizational Design and Development

Whenever we think about organizational development, Org Charts come to mind. We can work with the classical, tier-oriented chart that is easy to understand from a quick view or opt for more complex models like matrices, multi-layered level org charts, etc.

Talent Management Strategy

Talent Management PPT templates are oriented to increase the efficiency levels of talent supply inside organizations. HR teams can implement these templates to identify vacant areas, establish suitable candidate criteria, or develop training programs for the current workforce.

Employee Engagement and Satisfaction

HR consultants often collaborate with multidisciplinary teams to boost employee engagement and foster a company culture across all levels. Employee satisfaction remains a core factor, which can be linked to financial or environmental factors and career development opportunities. To address those needs in presentation design, consultants can use models like Maslow’s Hierarchy of Employee Engagement or the X Model of Employee Engagement.

Compensation and Benefits Analysis

Another stage in HR consultancy services is tailoring attractive recruiting strategies for companies in highly competitive markets, such as the IT industry. Since employees often ask for the benefits of their job offer, consultants can use tools like Employee Benefits Diagrams to express the importance of their value proposition regarding the company culture.

Training and Development Roadmap

Continuous education plans are among the tasks requested by HR consultancy services. Professionals can impact clients by delivering custom-made slide decks as if the stakeholders were part of the event, a practice commonly seen in McKinsey slides [2]. These slide decks will state the learning objectives to achieve, development roadmap, roles and responsibilities, knowledge assessments, etc.

Digital Transformation Consulting Templates

Digital Transformation Consulting Templates are slides or slide decks designed to guide organizations through integrating digital technology into all business areas. These templates help map out strategies to change how businesses operate and fundamentally deliver value to customers. They cover digital strategy formulation, technology adoption, process digitization, and digital skill development.

IT Infrastructure Review

This category features a long list of templates, as we can talk about reviewing the current network infrastructure, a migration process from physical storage to the cloud, or ITIL processes.

Digital Marketing Strategy

In our experience, consultants offering digital marketing services are required to use slide decks to wow prospective clients into hiring their agency. This can be either for SEO consultancy, e-commerce, social media marketing, and plenty of other options.

Another take in this category is when internal consultancy is done regarding the current digital marketing strategy, and the experts have to share their findings across all levels of the organization to adjust the efforts in the right direction.

Risk Management Consulting Templates

Risk Management Consulting Templates help consultants identify, assess, and present mitigation strategies for potential risks within an organization. The core aspect these templates focus on is analyzing the impact those threats can pose on a business’s operation, financial health, or reputation.

Risk Assessment Framework & Compliance

Multiple methods and tools are used for risk assessment . For instance, we can use a typical Deloitte Governance Framework Model, work with a ROAM chart, use an RMF Framework, or the COSO Cube, to name a few.

Alternatively, we can use a risk assessment matrix. Keep in mind that some of the tools mentioned in this category work both for compliance and risk assessment.

Cybersecurity

Consultancy presentations regarding cybersecurity can have two potential main uses: the first one, is where the findings of research about cybersecurity are presented to the management or key team members. This is with the objective of fixing potential threats to the organization. The second take is from a consultancy agency on cybersecurity that aims to promote its services, thus requiring high-quality visuals to communicate its value proposition to potential clients [3].

Change Management Consulting Templates

Change Management Consulting Templates are designed to support organizations through transition processes. Whether implementing new technologies, organizational restructuring, new manufacturing processes, or other changes, these templates ensure that employees are guided, supported, and motivated throughout the transformation process.

Change Management

Management consulting slide decks are used to guide clients through the process of planning, implementing, and sustaining changes within their organizations. Several models can be a good fit for this purpose, like the ADKAR framework , change management diagrams, change management models, and even change management slide decks.

Stakeholder Analysis

Stakeholder Analysis templates are ideal whenever we need to systematically identify, categorize, and assess the interests and influence of individuals or groups critical to the success of a project or initiative. This can involve working with a stakeholder matrix to evaluate their influence level and prioritize strategies, or simply identifying the stakeholders in a diagram at the initial stages of a project.

Communication Plan

A communication plan is a high-level document that includes all the information pertinent to the organization’s business objectives, goals, competitors, and communication channels. These kinds of presentations are created when the communication plan is presented to key stakeholders and management, so all details can be reviewed before sharing the document across all levels of the organization. We can work with generalist communication plans or niche-specific ones, like marketing communication plans.

Customer and Marketing Consulting Templates

Customer and Marketing Consulting Templates were created to enhance engagement with target markets and customers. By implementing these templates, consultants can represent insights for market segmentation, product positioning, or mapping the customer journey. This, in turn, helps businesses align marketing efforts with real consumer needs and preferences in their niche.

Customer Journey Mapping

Customer Journey Mapping templates are used in consulting presentations to provide a visual overview of a customer’s experience with a brand, product, or service from initial contact through various stages of engagement and long-term relationships. They serve to identify key interactions, touchpoints, and the emotional journey customers undergo. 

The usage of these consulting slides helps pinpoint areas for improvement, uncover customer pain points, and highlight moments of delight. By mapping out the customer journey, consultants can offer targeted recommendations for enhancing the customer experience, improving customer satisfaction, and ultimately driving business growth.

Market Segmentation

Market Segmentation Templates are utilized in consulting presentations to visually categorize a market into distinct groups based on various criteria like demographics, psychographics, behavior, and needs. These templates help illustrate the composition of a market, showcasing how each segment differs in terms of preferences, purchasing behavior, and responsiveness to marketing strategies. 

By employing market segmentation templates, a consulting company presentation can effectively communicate targeted strategies for reaching and engaging specific customer segments. This approach aids businesses in focusing their marketing efforts more efficiently, tailoring products, services, and messaging to meet the unique needs of each segment. Examples of templates we can use are the PAM TAM SAM SOM model, a target market diagram, the VALS framework, or generic market segmentation slides.

Marketing Mix Strategy (4Ps)

The Marketing Mix Strategy (4Ps) templates help consultants delineate how each component (Product, Price, Place, and Promotion) can be optimized to meet the target market’s needs and achieve a competitive advantage. This, in turn, allows us to provide recommendations on product development, pricing strategies, distribution channels, and promotional tactics.

Alternatively, we can work with more complete frameworks, like the 7Ps Marketing Mix or the 8Ps Marketing Mix.

Customer Satisfaction and Loyalty Analysis

One commonly asked consultancy service is to explore customer satisfaction and brand loyalty, and for that reason, presenters can work with customer lifecycle templates, which explore the process from a buying need to a recurring consumer of a brand.

If the issue regarding customer satisfaction is linked to customer service, then consultants can evaluate factors like the customer service maturity level – going from cost-based strategies to customer service that adds value to a consumer’s life.

Customer satisfaction surveys are typically conducted in this kind of analysis, and results can be presented using templates like the NPS Gauge Infographic.

Sustainability and ESG Consulting Templates

Sustainability and ESG (Environmental, Social, Governance) Consulting Templates are slides that help presenters communicate sustainable practices and ESG principles into their organization’s operations. They assess the importance of environmental impact, social responsibility, and governance practices, becoming actionable tools to define sustainable goals, measure progress, and communicate achievements.

Sustainability Strategy and Roadmap

Sustainability Strategy and Roadmap consultancy PowerPoint templates allow us to outline an organization’s approach to integrating sustainable practices into its business operations. Consultants work with these templates to present a structured plan, from setting sustainability goals to implementing initiatives and monitoring progress.

ESG (Environmental, Social, Governance) Reporting Framework

ESG slide templates enable consultants to communicate a company’s commitment to sustainability, ethical practices, and social responsibility to stakeholders. By showcasing achievements, challenges, and future goals, these templates facilitate transparent dialogue with investors, customers, and regulatory bodies. They are crucial for companies looking to demonstrate accountability, enhance their reputation, and attract sustainability-conscious investors and consumers.

Circular Economy Strategy

In our final category, we can find the circular economy strategy templates, which aim to redefine growth and focus on positive society-wide benefits. These templates enable consultants to illustrate how businesses can transition from a linear “take-make-waste” model to a circular economy model that designs out waste, keeps products and materials in use, and regenerates natural systems. By detailing strategies for sustainable product design, recycling, reuse, and remanufacturing, the templates help visualize companies’ steps to become more sustainable and efficient.

Creating a tailored consulting slide deck from scratch involves hours of planning, including which information you intend to deliver, which graphic outlook will engage the audience, how you will highlight key factors, and the list goes on. Therefore, we invite you to explore the possibilities that consulting presentation templates offer regarding reduced effort and better time management for your presentations. All the designs shown in this article can be fully customized to the presenter’s requirements or preferences.

[1] Alexander, E. R. (1982). Design in the Decision-Making Process . Journal Name, 14(3), 279-292.

[2] Rasiel, E. (1999). The McKinsey Way . McGraw-Hill.

[3] Sibbet, D. (2010). Visual Meetings: How Graphics, Sticky Notes and Idea Mapping Can Transform Group Productivity . Wiley.

[4] Baret, S., Sandford, N., Hida, E., Vazirani, J., & Hatfield, S. (2013). Developing an effective governance operating model: A guide for financial services boards and management teams . Deloitte Development LLC.

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How to Create a Consulting Presentation (with examples)

How can you design a consulting presentation that instills trust and wins you clients? You focus on both substance and delivery. By knowing your brand and communicating in your own authentic style, you’ll give potential clients a taste of your expertise. When clients see the value and see what’s in it for them, they’ll be happy to work with you.

How to Create a Consulting Presentation

The consulting industry is a highly competitive field, hence the demand for high-quality output. Creating a consulting presentation is totally different from an ordinary presentation. If you want to learn from the best, look up to consultants as they consider crafting presentations an art form.

Here are the steps to take to create a consulting presentation:

Make an Outline.

A clear, logical, and cohesive structure is paramount to a presentation’s success. Walking someone through point A to point B is challenging enough, persuading and convincing them are different stories. Consultants tell us that the most optimum approach is to do the following:

• Start with the main point, which is your solution or answer
• Organize your supporting arguments
• Order your supporting ideas logically

This allows your audience to assess your logic and reasoning as you go along with your presentation. They won’t have to try and figure out what exactly your point is. Hence, the key here is to give the info without them having to try hard to comprehend it.

Give your presentation structure by dividing it into three parts. These are:

• An introduction
• A conclusion & next steps

Knowing these will help you structure your presentation with only the necessary details. These will help you determine how many slides you need and what goes into each of those slides. A more comprehensive list would be the following:

• An executive summary
• Table of contents
• An appendix

Include Visuals that Support the Story.

How to create a consulting presentation that gets you credibility? You need to craft a story that makes sense and inspires. This is what will sell your idea or solution. However, simply dumping evidence on all the slides won’t cut it. 

What helps is graphic design that can pull in your audiences, highlight your main points, and make the presentation a resounding success. We’ve listed 15 of the best consulting presentations below to serve as inspiration. And if you read until the end of the article, we’ll show you why Penji is an excellent design partner. Watch our demo video here to learn more. 

How to Include Graphics in Your Consulting Presentation.

• When developing your visuals, always keep in mind that the simpler your graphics are, the better. 
• Avoid the use of distracting colors, illustrations, or font styles
• Use negative space
• Don’t overdo the designs, each element you add should have a purpose, otherwise, ditch them
• Limit your presentation to one message per slide
• Take note of formatting, sizes, and other details

McKinsey & Company and BCG, the world’s top consulting firms, use the following guidelines in their PPT presentation slides:

• If possible, ensure that all text within a slide is of the same font size
• Create margins and make sure that the content doesn’t go outside of these
• Titles should only be two lines or less and use the same font size
• And as earlier mentioned, one slide per one point

These are only the key points, there may be more, but a reputable graphic design firm will know. They will utilize their knowledge to ensure that your consulting slides follow these rules.

Showcase Your Best Data.

This needs no explanation, but you must have your information organized to place them in the correct order. Think of your presentation designs as having a story to tell and doing so in a coordinated and appealing way that gets the audience’s attention. 

Use infographics, charts, illustrations, or images to stress a point. This may seem simple, but some abstract concepts and ideas may be hard to relay in a single slide. This is the best time to consult a graphic designer who knows how to create a consulting presentation that shine.

Check for Errors.

Some people may consider this part boring, yet, it is crucial to your consulting presentation’s success. What you can do here is run through your presentation and check if there are any errors. In some cases, you can ask a colleague to check your work. Any incorrect grammar or wayward icon can diminish the value of your message, so make sure you edit your work before you publish it.

15 Consulting Presentations that Get the Job Done

1. mckinsey & company.

This digital globalization presentation from McKinsey & Company, one of the world’s largest in its industry, is a great example. It has beautiful graphics that use a minimum of colors and charts that are easy to read.

2. BCG Consulting

Composed of 11 slides, this consulting presentation example from BCG Consulting remains consistent throughout. The presentation is about sustainability which may be the reason for using the color green, which is very appropriate.

3. Deloitte

In 2017, Deloitte created this consulting presentation about their Technology, Media, and Telecommunications outlook. This 47-slide long presentation encouraged the audience to participate, which made them engaged and interested.

As mentioned above, keep your graphics as simple as possible. This consulting presentation example from KMPG may seem ornate, but it’s only the action title page. The rest of the slides are easily understandable as they are minimalistic in design.

Your content is the most crucial part of a presentation. PWC blended fine aesthetics and meaty content with this consulting presentation example. It has actionable recommendations as well as case studies included.

6. McKinsey & Company

With clear, actionable plans, data-rich charts, and charming photographs, this example from McKinsey & Company shows its authority well. People look up to them for consulting presentations, and this is proof of it.

7. Deloitte

Another Deloitte consulting presentation example uses a minimalistic approach that gets the point across quickly. The image on the title slide is colorful, but the rest of the slides use very few colors.

For the World Economic Forum, PWC published this eye-catching consulting presentation. It includes learning points showed in multicolored graphics.

9. Ernst & Young

Ernst & Young, another consulting giant, released this presentation template in 2015 for their Business Pulse in 2013. The slides have photos of landscapes that are very pleasing to look at but definitely not distracting to viewers.

With each slide carefully planned and executed, this consulting presentation PPT from BCG is genuinely noteworthy. It has done an excellent job of explaining abstract ideas clearly with the graphics and images they used.

11. Ernst & Young

The clever use of icons, photos, and other graphics made this consulting presentation from Ernst & Young land on this list. The key points were made clear in the slides using charts, maps, and other design elements.

12. McKinsey & Company

On their 50th anniversary, McKinsey & Company released this PowerPoint consulting presentation. As they are the gold standard in creating consulting slides, this one is where you should be getting your inspiration from.

Get free Powerpoint slide designs here.

13. Deloitte

One of the best consulting presentations we found is this one from Deloitte. It uses a storytelling format with infographics, icons, and is tied down with different shades of green for consistency.

This beautiful and easy-to-follow consulting presentation is another one for the books. This was created by BCG, a consulting firm that’s in the high ranks with McKinsey.

15. McKinsey & Company

The use of custom illustrations is what made this consulting presentation unique and engaging. The need for texts is reduced, resulting in slides that are easy to follow.

Let Penji design your consulting presentations

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What do BCG presentations look like?

by Consultant's Mind | 2 comments

What does good look like? 

All thoughtful business people are curious what good presentations look like. Here are a dozen+ presentations (freely and publicly available online) from Boston Consulting Group. These BCG decks may not be in your industry, or your function, but they show a lot of rigor, creativity, and lots of logical structuring. This is how the best of the best convey their ideas. It’s always helpful to see how others do it. Enjoy.

• Next Generation Manufacturing (64pg, 3.2Mb)
• Reshaping New York City Housing Authority support functions (112pg, 1.8Mb)
• Loose Dogs in Dallas: Recommendations to Improve Public Safety, Animal Welfare (406pg, 11Mb)
• Projecting US Mail Volumes to 2020 (21 pg, 400Kb)
• Melbourne as a Global Cultural Destination (56 pg, 5.8Mb)
• The True Global Luxury Consumer Insights, 4th edition (65 pg, 3Mb)
• BCG Assessment of Pathways of Education , (16pg, 280Kb)
• (Iceland) Healthcare System Reform and Short-term Opportunities , (135pg, 6.9Mb)
• Value Guided Healthcare as a Platform for Industrial Development in Sweden (85pg, 2.2Mb)
• Corporate Ventures in Sweden (28pg, 1.5Mb)
• Shareholder Creation in a Hesitant Economy (19pg, 800Kb)
• Open Education Resources Ecosystem (23pg, 500Kb)
• San Pedro Bay Clean Truck Program (81pg, 700Kb)

A few things that I noticed when reviewing these BCG presentations:

• Executive summary upfront (usually page 3 or 4 or so)
• Titles that tell a story ; each page answers the question “So What?”
• Lots of frameworks , buckets , and hypothesis-based consulting ; the good stuff.
• Extremely varied length (16pg-406pg)
• Significant industry research to set context and establish credibility
• Visual presentations (conveying ideas and data with shapes, tables, graphs )
• Exhaustive footnotes and references
• Super consistent formatting
• Liberal use of benchmarking of competition and “best practices”
• Use of quotations from interviews and stakeholders
• Surveys to provide quantification of normally qualitative impressions
• Restrained use of colors and clipart
• Agenda pages (fly sheets) in between each chapter to prevent the reader from getting lost

Anything else you notice when reading these, or even comparing them to those of McKinsey ?

Related posts:

• BCG: Atlas of Strategy Traps
• BCG report: The most innovative companies, 2016

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Lot of work have been put into these presentations. Kudos to the people at BCG. I wonder how different the presentations from non-top firms look like.

More similar than you might initially think.

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15 Consulting Presentation Examples from Industry Leaders: Bain, Deloitte, and McKinsey

• Written by: Rishabh Pugalia
• Updated: June 9, 2023

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Consulting presentations are more than just a collection of slides. They are tools used by consultants to share their findings, insights, and suggestions with clients.

If you’ve reflected on –

• What sets apart a consulting presentation from a regular one?
• How do top consultants manage to convey complex information in a clear and compelling manner?

Then you’re in the right place.

These presentations play an important role in decision-making and organizational changes.

What is a Presentation?

A presentation is a way of sharing information. You can use it in different settings, such as group discussions, meetings, or when you’re explaining something to your team. It could be a demonstration, a talk, a lecture, or a speech. It’s usually set up to share information systematically to an audience.

The aim is to share information effectively with listeners. It should be interesting, easy to understand, and convincing. It’s an important skill in many fields, such as business, teaching, science, and public speaking.

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What is a Consulting Presentation?

A consulting presentation is a document that outlines their findings, analyses, and suggestions for a client. It is typically used as a tool to explain the work in a structured and logical way.

The goal is not just to present information. It is to persuade the client to take action based on the consultant’s suggestions. Therefore, it needs to be clear, impactful, and based on solid data and analysis.

15 Examples of Consulting Presentation

Here are 15 examples of consulting presentations. Let’s explore their unique characteristics and the elements that make them stand out.

The consulting presentation is a detailed financial analysis of NYCHA. It includes the current financial situation and challenges faced by the organization.

The unique element of this presentation is mapping out how to implement recommendations in detail. It includes a timeline, key milestones, and roles and responsibilities.

The presentation is neat and consistent in terms of font and color palette.

2. McKinsey

This consulting presentation talks about the impact of past technologies and potential impact of future technologies on the minerals industry.

The unique elements are detailed case studies on specific commodities and the outline of specific implementation strategies.

It delivers important information that isn’t readily available elsewhere. They used interesting graphics to easily show changes and movements over time.

The white background with simple design minimizes distraction from the key points.

3. Deloitte

This consulting presentation provides a comprehensive analysis of the global, regional (East Africa), and local (Kenya) economic outlook.

The features that stand out in this presentation are a detailed agenda and a list of speakers with their roles.

A specific layout is followed by all the slides of the presentation. The vibrant color palette resulted in vibrant visuals that work well together.

Click here to learn more.

This consulting presentation talks about the scope and the process of the Operational Excellence diagnostic. It includes a detailed discussion on the five opportunity areas and two enablers found by the Operational Excellence Steering Committee.

It provides a detailed timeline of the Steering Committee meetings, which is not commonly seen in many presentations.

The presentation layout is neat and uncluttered. The typography and colors are consistent throughout.

5. Accenture

The consulting presentation includes a detailed analysis of intelligent operations. It discusses the importance, components, implementation steps, and benefits of the concept.

The presentation talks about the five essential components of intelligent operations (Innovative Talent, Data-Driven Foundation, Applied Intelligence, Leveraging the Power of the Cloud, and a Customer-First Approach) and the role of each of these components in creating it. It provides a clear roadmap for businesses looking to implement these operations.

The consistent use of the same colors and typography keeps the presentation harmonious.

6. Alvarez & Marsal

The consulting presentation provides a thorough list of distressed credits.

This list includes a wide range of details (the company name, country, sector, debt instrument, maturity, total debt, percentage of total debt, EBITDA, and debt/EBITDA) that is not commonly seen in presentations.

Another unique element of this presentation is the forward-looking view of the situation presented here.

Every slide includes the company logo. Although a small detail, it builds brand affinity and familiarity.

7. Roland Berger

This consulting presentation is an analysis of the supply chain risks associated with the Lithium-Ion battery market. It discusses the impact of recycling in mitigating supply chain risks and provides insights into risk mitigation strategies.

It discusses the role of different stakeholders (including OEMs, cell and CAM suppliers, mining companies, and legislators) which serves as a unique feature.

The most unique element here is the slide design on a dark background. The color palette consists of various tones of blue and gray that compliment the background perfectly.

The consulting presentation is about project management and its importance.It includes a brief profile of the presenters, outlining their experience and expertise. This provides credibility to the presentation.

It lists out the warning signs of a failing project. This is a unique element as it provides valuable insights into the common pitfalls in project management.

Another unique element is the section with key takeaways towards the end.

The color palette, typography and visuals catches attention and highlights key points.

9. Strategy&

This consulting presentation talks about powertrain technologies in detail, including their advantages, disadvantages,techno-economic characteristics etc.

The unique element here is the TCO (Total Cost of Ownership) analysis for different powertrain technologies. It also includes the effect of selected opportunities and threat

Detailed market outlook, including sales projections and market diffusion, is not commonly found in many presentations either.

The infographics are visually appealing and add value to the presentation

The consulting presentation provides a thorough report on the impacts of COVID-19 on various sectors of Australia.

The report uses a unique framework. It is based on a wide range of public data and targeted consultation, making it a reliable source of information.

The report does not only include the opportunities, challenges, and current impacts. It also talks about how it could affect the future. It is an unique element that provides valuable insights in the infrastructure sector.

The presentation design is simple, precise and consistent. That makes it easy to understand.

11. Booz Allen Hamilton

This presentation design is a detailed investor presentation for Booz Allen.

The most unique feature of this presentation is the company history illustrated as a timeline. This is a great way of establishing brand credibility.

With a clean and consistent layout and muted colors, this presentation design showcases a professional approach.

This consulting presentation is a report of ICOs, including their performance, the reasons for their success or failure, and the trends that have emerged.

The report includes key takeaways and an outlook for the future. This unique feature provides valuable insights for investors and other stakeholders in the ICO market.

Discussing the methodology is another unique feature of the report.

The simple presentation design looks neat and keeps the focus on the data.

13. Oliver Wyman

The consulting presentation gives fundamental facts and recommendations for corporate leaders as an effect of covid-19.

The table of contents (ToC) of this consulting presentation do not just mention the various sections. It also has a list of key topics and a brief summary of that section. It is a unique element.

Another unique element is the executive summary. It is written in a table format and includes the unknown facts along with the known ones.

The variety in colors and typography add visual interest to the presentation.

14. AT Kearney

This consulting presentation discusses the specific impact of COVID-19 on Turkey. It especially talks about economy in terms of sectors like, tourism, automotive, and textile.

It provides a customized actionable plan for business owners. This approach adds a unique and personal touch to the presentation.

The presentation design includes multiple visual elements, such as graphics, flat icons etc to make it more accessible to everyone. The consistent color palette throughout makes it even more appealing.

This consulting presentation offers advice and tools to audit committees to enhance their skills and understanding.

It includes a unique communications network diagram that shows the interaction between different entities (the listed company, institutional investors, sell-side analysts, and media).

It highlights key areas. This unique feature provides insight into the areas that are important for clients to understand and consider.

The presentation deck is basic and has a professional approach.

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A well-built presentation can be very effective. Consulting presentations are about organizing your message, explaining complex details simply, and convincing your audience effectively. They guide decision-making and motivate action.

Consulting presentations reflect the consultant’s understanding, analytical abilities, and capability to provide practical solutions.

The main goal of a consulting presentation is to be of value to your client. Concentrate on their requirements, clearly present your findings, and make suggestions that result in significant improvement.

A presentation is a method of communicating information, ideas, or findings to an audience. It’s often a speech or lecture accompanied by visual aids such as slides, charts, or videos. The goal is to inform, educate, persuade, or share insights on a particular topic.

The target audience for a consulting presentation usually includes decision-makers and stakeholders in a business. This could be executives, managers, team leaders within a company. Sometimes, it can also include employees, shareholders, or even clients and potential investors.

The key objectives of a consulting presentation include:

• Communicating findings and insights from a analysis of the client’s situation or problem.
• Providing tailored, practical recommendations for improvement.
• Persuading the audience of the value and feasibility of these recommendations.
• Creating a dialogue for further discussion and refinement of the proposed solutions.
• Building a roadmap for implementation, including next steps and potential challenges.

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Table of contents

When creating a new presentation or project report it can be helpful to see how others have done it in the past. 

Here, we have gathered some slide decks from BCG (The Boston Consulting Group) that are publicly available across the internet. To make it easier for you to get an overview, we've divided them into categories and sorted them chronologically.

Some of the decks are .pptx-files but most are .pdf or only available in an online version. There are several longer, interesting client reports but be aware that these are for the most part older. In addition, there are several industry reports and conference/speaker decks, as well as a full-length client proposal.

You can find similar lists of presentations for McKinsey here and Bain here .

If you want to see some recent real-life consulting slides used with corporate clients, go to our templates to get specific full-length case examples related to each topic.

Full list of available presentations:

Client projects:

• BCG - San Pedro Bay Clean Truck Program: CTP options analysis (2008)
• BCG - Port of Los Angeles Clean Truck Program: Presentation to the Los Angeles Board of Harbor Commissioners (2008)
• BCG - Value guided healthcare as a platform for industrial development in Sweden - feasibility study: Conference presentation (2009)
• BCG - Value guided healthcare as a platform for industrial development in Sweden - feasibility study: Final Documentation (2009)
• BCG - Project US Mail Volumes to 2020 (2010)
• BCG - Healthcare System Reform and Short-term Opportunities - Iceland Health Care System project (2011)
• BCG - BCG Assessment of Pathways to Education - Executive Summary (2011)
• BCG - Study on enhancing the competitiveness of the iron and steel industry in Malaysia: Final report (2012)
• BCG - Evaluating NYC media sector development and setting the stage for future growth: Final Report (2012)
• BCG - Reshaping NYCHA support functions - BCG Engagement: key findings and recommendations (2012)
• BCG - The Open Education Resources ecosystem: An evaluation of the OER movement’s current state and its progress toward mainstream adoption (2013)
• BCG - Unlocking the growth opportunity of the 'Responsible Consumer' - Unilever work session (2015)
• BCG - Victoria's Creative and Cultural Economy - Fact Pack (2015)
• BCG - Corporate Ventures in Sweden: How to improve the connection between Swedish start-ups and corporations? (2016)
• BCG - Loose dogs in Dallas: Strategic Recommendations to Improve Public Safety and Animal Welfare - Presentation of findings to City Council (2016)
• BCG - Melbourne as a Global Cultural Destination - Final Report (Summary) (2017)
• BCG - Nursing FacilityTask Force: Massachusetts Healthcare Collaborative (2019)
• BCG - Campus Reopening Guide (2020)
• BCG - The Economic Impact of Ford and the F-Series (2020)
• BCG - Interoperables Verfahren für Internet und mobile Zahlungen: Angebot zur Erstellung eines Feinkonzepts (2012)

Industry reports/market overviews:

• BCG - The Innovation Bottom Line: How Sustainability is Paying Off (2013)
• BCG - Smart Cities – how to master the world's biggest growth challenge (2014)
• BCG - True-Luxury Global Consumer Insight (2015)
• BCG - The Media and Entertainment Industry in NYC: Trends and Recommendations for the Future (2015)
• BCG - Sprinting to Value in Industry 4.0: Perspectives from and Implications for U.S. Manufacturers (2016)
• BCG - Next Generation Manufacturing - Winning through Technology & Innovation (2016)
• BCG - The True-Luxury Global Consumer Insight (2017)
• BCG - Decoding the digital opportunity in retail (2017)
• BCG - Bringing innovation to the front-line - Vector Control market features and incentives for innovation (2017)
• BCG - The Electric Car Tipping Point (2017)
• BCG - The Role of The Regulator in Enabling Digitization of The Insurance Industry (2017)
• BCG - Decoding the Chinese Internet 2.0: Get Ready for the Next Chapter (2017)
• BCG - What AI & Advanced Analytics mean for strategy (2018)
• BCG - Shifting Trade Rules and the Future of North America's Auto Industry (2018)
• BCG - Global Challengers 2018: Digital Leapfrogs - Research Highlights (2018)
• BCG - Russian Consumers and the New Economic Reality: Russian Consumer Sentiment 2018 (2018)
• BCG - The Great Mobility Tech Race - Winning the battle for future profits (2018)
• BCG - Transforming retail through advanced analytics & AI (2018)
• BCG - 2018 True-Luxury Global Consumer Insight (2018)
• BCG - Understanding the path to digital marketing maturity - Digital Marketing Maturity study - Australia & New Zealand (2018)
• BCG - Digital consumer spending in India: A $100 Bn opportunity (Google collaboration) (2018)
• BCG - The Bionic Future (2019)
• BCG - Seven Forces Reshaping Enterprise Software (2019)
• BCG - Decoding the Chinese Internet 2.0: Get Ready for the Next Chapter (2019)
• BCG - Leading in an Era of Constant Change - The Head, Heart, and Hands of Transformational Leadership (2019)
• BCG - The Role of New, Renewable and Clean Energy in Achieving SDG7: Policy, Investment, Technology (2019)
• BCG - In support of the APS Review: Future trends and scenario planning to 2030 - Appendix – APS Megatrend Survey (2019)
• BCG - The end of management as we know it? - Could agile can be an antidote to this existential crisis? (2019)
• BCG - COVID-19 - Urban Mobility Is Evolving in Unexpected Ways (2020)
• BCG - Retail Banking in the New Reality (2020)
• BCG - COVID-19 Therapies and Vaccines (2020)
• BCG - US CPG Growth Leaders: Who they are and why they win (2020)
• BCG - Fast-moving consumer goods: Driving value creation in an era of disruption (2020)
• BCG - BCG Telco Sustainability Index 2020 (2021)
• BCG - Global Restart: Key Dynamics COVID-19 BCG Perspectives Series (2020)
• BCG - What’s Chipping Away at Automotive Production (2021)
• BCG - The Race for Innovation Executive Perspectives (2021)
• BCG - IT Services - The Rates of Success, Goals, and Future Priorities of Digital Transformations, by Sector (2022)
• BCG - BCG Investor Perspectives Series Pulse Check #21 (2022)
• BCG - The Future of Sales and Marketing Is Here Executive Perspectives (2022)

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How to Create the Perfect Consulting Presentation!

As a consultant, presenting is an everyday part of your job. Elaborate slides illustrate coaching, strategies and analyses. Projects are presented to your clients or to management, new concepts are developed, and management consulting results are communicated.

A lot of work goes into a consulting presentation. Slides need to be carefully thought out and highlight important aspects clearly and concisely. In this article, we’ll show you how to create the perfect consulting presentation.

Consulting presentation: What is it?

In most cases, consulting presentations are held by people from outside the company : Management consultants . The presentation provides a closer look at the company by an objective third party . Problems, opportunities, etc., are analyzed and potential solutions are outlined.

The consulting presentation shows new opportunities for the future growth of a company. Managers or the executive board can then pursue new strategic paths. That is why a well-thought-out presentation is essential.

5 tips for creating the perfect consulting presentation

Tip 1: The key message

The key message of your presentation is invariably the central idea that your presentation is built around . Naturally, the first priority is to develop it. You can get tips and detailed information on this in the article, Key Messages in Presentations .

What’s important is getting the key message across correctly . You’re a professional in your field. You’ve spent weeks working on the presentation subject and know it inside and out. Now imagine that the people sitting opposite you in your presentation don’t have the same amount of insight as you do.

Keep in mind: Your audience doesn’t want to know everything.

Much of the information you’ve researched and painstakingly analyzed is simply not interesting to your audience . So don’t overload your presentation with content. Especially not with content that has little relevance.

Also, managers and executives are often short on time. In other words, you have no choice but to keep it short and include only the most important points in your consulting presentation. Get to the point quickly. And at the same time, deliver a clear key message.

Align yourself with your target audience . Remember that less is more. Get to the heart of your key messages. Reduce your presentation to the essentials . If there are any follow-up questions, you still have your notes with more in-depth content as a backup.

Tip 2: Know your audience

In most cases, the audience for your consulting presentation will be managers or executives. In some cases, staff representatives or employees may also be present.

Design your consulting presentation with your audience in mind . For example, you may need to address executives differently than employees. Staff representatives often have different questions than managers. Find out in advance which stakeholders will be present and think about how you can address each group’s interests.

In general, the following stakeholders are interested in this:

• Business leaders are interested in the company as a whole. They want to know how the presentation will move the company forward and what impact it could have on the company and corporate culture.
• Staff representatives advocate for employee interests. Consequently, they primarily look at how corporate changes could affect employees. Issues of trust and opportunities for collaboration are scrutinized.
• Employees have personal interests: How could changes affect their position in the company? Will there be new points of contact? Could they imagine continuing to work here?

Tip 3: The right slide design

What structure should you use?

Limit yourself to one message per slide . Use the Pyramid Principle as a guide. The key message is at the top and the supporting arguments are arranged in a hierarchy below it.

Use one slide for each part of the pyramid. Start with the headings. Make them as meaningful as possible. Feel free to use action titles. You can find an article on this topic in our blog called, Action Titles: How To Use Your Key Messages as Slide Headers .

What design elements should you use?

Quite simply: Preferably none.

It’s often said that the design is as important as the content. But this doesn’t necessarily apply to a consulting presentation. If anything, a white or blank background looks more sophisticated and makes for a calm, non-distracting presentation. It puts essential elements in the foreground.

Design your slides sparingly. A few important statements with sufficient room on the slide are enough. This allows your audience to absorb important aspects more quickly.

Also, don’t experiment with the font. Avoid anything ornate and go for a font that is clear and legible. Readability is a must. When it comes to font size, you can rely on about 20 points.

Colors should be used purposefully. Overly colorful backgrounds and slide elements are distracting. If you use colors, use no more than three colors from a standard palette.

Few design elements – what does that mean for text, images and diagrams ? Even with these elements, you should stick to the principle, “less is more” . You want your text to be easy to digest. That is, you should avoid long blocks of text to keep the audience listening to your presentation, rather than reading it. Reduce the text as much as possible. Turn whole sentences into single (key) words . 

Be economical with images , too. Never overload your slides. Only use images that are relevant to your content.

With diagrams , you need to pay attention to simplicity . Again, reduce content as much as possible and focus on the essentials. Create diagrams that are well organized and don’t experiment with too many colors. Concentrate on your key message and align your diagram with it.

Accentuate what is important . Leave out anything less than or keep it in the appendix for follow-up questions.

Minimalism on slides also means: Don’t use effects or animations. 3D effects and moving elements are out of place in consulting presentations and only interfere with the core content on the slide.

Tip 4: Practice

One point that should be clear is: A consulting presentation needs to be well rehearsed . This will make sure that any gaps in your presentation or points where you feel insecure will become apparent before you present.

As a consultant, you have to be a confident presenter . Your company is relying on your qualities and experience. You have to deliver. Don’t forget to practice and take practice seriously. You could present in front of a test audience or have colleagues review your presentation.

An important thing to keep in mind is the length of the presentation . As mentioned earlier, management often has little time. In your practice sessions, focus on the key points and have more details ready when asked. Allow a few minutes for questions during practice. You can find tips on how to prepare here and how to manage your presentation time here .

Some tips for giving a strong presentation include :

• Speak loudly and clearly!
• Involve the audience (tips can be found in the article, Interactive Presentations ).
• Establish a personal connection with the audience (click here for storytelling tips).
• Maintain eye contact with the audience.
• Be attentive and pay attention to the audience’s reactions.

Tip 5: Structure presentations according to time

Often a consulting presentation will have a set time limit that can’t be exceeded. Some examples are:

• The 20-minute presentation

To stick to the time limit, but still communicate all the important points, you need a common thread . Think about how you want to build the structure. Here’s a structure you can use as a guideline:

Situation: Describe the current situation. Stick to facts known to the audience.

Problem: Explain the problem that has occurred. Describe what effects this can have. It must be clear that a solution that is relevant to the audience needs to be found.

Solution: Present the solution. Make it clear that this can positively influence the consequences of the problem. Briefly address what the solution needs to do.

What comes next : Stay specific and provide suggestions. Now it is the company’s turn to act.

• The 60-minute presentation: Status report

An hour gives you the opportunity to deliver your presentation in much greater detail. That said, you should still stick to the principle of less is more . Even though you have more time to present, don’t go overboard and risk losing your audience’s attention.

This structure is quite similar to the Pyramid Principle we discussed earlier. It can also be modified depending on the topic. The structure is as follows:

• Introduction
• Issue/objective
• Solution/status

The introduction provides an overview of the topic. Frame your presentation in a way that the audience will understand.

This is followed by the issue or objective. At this point, you recap why you’re presenting and clarify the key question.

Next comes the solution or status (3). Present the solution to the key question. Make clear that your proposal will solve the problem. Depending on time, you can add details or keep them ready for follow-up questions.

In the details section, provide a comprehensive description of your solution (4). Make sure it’s well structured – put it down on paper first. Cover quality, costs, resources, time and all other important aspects. Make this section as clear as possible.

The decision/next steps slides follow. At this point, remind your audience again of the problem (2) and its solution (3). Now it is up to your clients to make a decision. The next steps are to give an outlook on how the subsequent actions could proceed (in terms of time/resources, etc.).

• 60-minute presentation: Comparing options

If want to compare options, you can use the following structure in your 60-minute presentation:

• Provide an overview of the topic and context for your audience.
• First, describe the negative impact of the issue that has arisen. Don’t present solutions yet.
• If you had an objective, explain it briefly. Address the person who gave the assignment. Describe your approach to investigating the problem. Don’t present any solutions yet.
• Describe the first option . Really go into detail and consider all factors, such as time, money, resources, etc. Highlight all factors and implications. Keep this part neutral and avoid giving your personal opinion.
• Describe the second and potential third option, as in point 3 . Again, avoid giving any kind of personal opinion.
• Compare the options with each other. This is the main work and core point of your presentation. Conduct the comparison on one slide so that the points are clear and can be evaluated at the same time. Be prepared for follow-up questions.
• Now you can make your recommendation for an option. Justify it in detail.
• At the end of your consulting presentation, combine the problem or objective with your recommended option as a solution.

Example: McKinsey 7-S framework

The 7-S framework was created in 1980 by McKinsey management consultants . It represents seven core elements that are fundamental to a company, and which can be included in the consulting process .Many management consultants use the model as a starting point for their consulting presentation.

The seven elements are:

• Strategy: The company’s strategy must deliver a competitive advantage over rivals.
• Structure: How the company is organized, and departments structured.
• Systems: The company’s activities and processes that are used by employees daily.
• Skills: The competencies of employees (corporate skills).
• Staff: Company employees, their abilities and demographics.
• Style/culture: Corporate culture as defined by management.
• Shared values/superordinate goals: The values and standards that are shared throughout the company (mission statement, corporate identity).

Strategy, structure and systems are the hard factors . The remaining elements are soft factors that are easier to define and present.

Feel free to use PresentationLoad’s professionally designed 7S model for your next consulting presentation!

Here are some things to watch out for and avoid in your consulting presentation

• Creating presentations from the wrong perspective: Stay client-centric. Avoid any “I” phrases, even when the presentation was written by you. It’s not about you but about providing advice to the company that has hired you. Put your audience and their needs at the forefront of your presentation.
• Misunderstand and mischaracterize presentation objectives: Think carefully during your preparation about why you’ve been hired. What is the purpose and goal of the presentation? Are you simply expected to share information as facts, or are you expected to dive deeper and make recommendations?
• Not use enough impactful headings: Go for clear, punchy headers. Optimally, you should also use action titles. For tips, see our article, Action Titles in PowerPoint . Avoid long-winded headings that go beyond two lines. Stick to a length of about 6-10 words.
• Leave open-ended questions: Use concise text that covers all key information. Answer the “so what” question, that is, keep the purpose of the presentation in mind, what does XY mean to your client? What is the significance of the projected numbers?
• A lack of authority and technical preparation: Your client has entrusted you with their problem. You need to be sure of what you’re talking about and stay as calm and poised as possible. Speak freely whenever possible and, most importantly, without making mistakes. Consider all technical obstacles beforehand. Make sure your slides are crisp and easy to read.
• A weak ending: Avoid using “Thank you for your attention” at the end of your presentation. Rather, end your presentation with an interactive, open-ended question to your audience. Or give an alternative outlook on the future. You can find more ideas in our article on how to end your presentation .

Conclusion: Create a professional consulting presentation

The key to successful presentations lies in the right preparation and dedicating enough time to work out all the important points. Take our tips to heart for your next consulting presentation assignment. In no time at all, you’ll see a difference in the quality of your PowerPoint presentation.

Do you have questions about consulting presentations or PowerPoint in general? Please don’t hesitate to get in touch at  [email protected] . We’ll be happy to help you!

Are you looking for visually impressive and professionally designed slide templates ? Feel free to have a look around our shop. We have countless templates on a wide variety of (business) topics for you to download as ready-made slides. Take a look around today! ► To the shop

These articles might also interest you:

• 8 Tips for a Winning Company Presentation
• How to Create an Outstanding Report Presentation

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Consulting Slides Best Practices & Examples from Big Companies

• February 13, 2024
• For Consultants

Consulting slides have many purposes. You can use them to communicate with internal staff, investors, and current or potential clients.

Whether you are a senior consultant or developing your first consulting presentation, the insights found in this article will be very valuable for you. This article will share 54 effective presentations from top consulting firms. These examples will help you understand how to create a well-organized presentation. 

But first, learn about the elements that compose the most effective presentations and go over the exact steps you need to take to create stunning consulting presentation slides. 

Benefits of a Great Consulting Presentation Slides

Creating effective consulting presentation slides is crucial for conveying your ideas, engaging your audience, and ultimately achieving your objectives. Let’s see other benefits you’ll enjoy:

Clear communication

Well-designed slides help in conveying your message clearly and concisely. Visual elements, bullet points, and charts can enhance understanding and retention of information.

Professional image

A polished consulting presentation reflects positively on your professionalism and competence. It can instill confidence in your clients or stakeholders and contribute to your credibility.

Engaging consulting slides can captivate your audience’s attention, making it more likely that they will stay focused on your message. This is particularly important in consulting where conveying complex information is common.

Highlight key points

Effective slides allow you to emphasize key points, ensuring that your audience grasps the most critical aspects of your presentation. This aids in decision-making and understanding the recommendations you’re providing.

Visual appeal

People are naturally drawn to visuals. Well-designed slides with appropriate images, graphics, and colors make your consulting presentation visually appealing, making it more memorable.

Support for verbal presentation

Consulting slides should complement your spoken words, not duplicate them. They act as a visual aid to support and reinforce your verbal communication, providing additional context and clarification.

Facilitate discussion

A great consulting presentation encourages interaction and discussion. Thoughtfully crafted slides can prompt questions, discussions, and further exploration of the topics at hand.

Demonstrate expertise

Through your consulting presentation, you can showcase your expertise in your field. This is particularly important for consultants, as clients are more likely to trust and value the insights of someone who appears knowledgeable and well-prepared.

Time management

Effective consulting slides help in managing time during your presentation. They keep you on track and ensure that you cover all the necessary points without going off-topic or running out of time.

Memorability

People will more likely remember well-structured and visually appealing consulting presentations. This is essential in a consulting context, where clients may need to recall your recommendations and insights at a later stage.

Remember : the key is not just having consulting slides for the sake of it, but ensuring that they add value to your presentation and contribute to achieving your goals.

What Makes a Good Consulting Presentation?

Maintaining a story flow is one of the most crucial elements of consulting presentations. It highlights your message, directing the audience’s attention toward the ideas presented.

The first step is to work on your presentation structure by establishing the introduction, body, and conclusion. After the action title, each slide should focus on one point.

Still, all of them must relate to the same topic. So your full deck conveys consistent ideas.

If you are part of a consulting team, you can use the straw-man approach to develop your slide decks. It is an iterative strategy that supports productive brainstorming and problem-solving.

After outlining a proposal, you discuss and test it together. According to the results and feedback, you improve the original proposal to create a new one. Repeating this process helps you move in the right direction until you complete a satisfying presentation.

The Pyramid Principle is also an excellent technique to help you structure your consulting slides. Consultant Barbara Minto, who worked at McKinsey, created this method to clarify communications.

With it, you start by presenting the point or solution you want to transmit. Then you include logical arguments that support it.

Lastly, you introduce evidence, analysis, and data that back up these arguments. This way, your presentation becomes impactful and has more credibility.

After understanding the consulting presentation development process, check out the examples below. Many presentations, like these created by 6 renowned firms in the consulting industry, are available online.

How to Create Stunning Consulting Slides

Creating stunning consulting slides involves a combination of thoughtful content, effective design, and a keen understanding of your audience. Here’s a guide to help you create stunning consulting slides:

• Identify your target audience and tailor your content and design to their preferences and expectations. Consider the level of expertise and familiarity your audience has with the subject matter.
• Clearly outline the purpose of your consulting presentation. Are you informing, persuading, or seeking approval? Structure your consulting slides to align with your main objectives, ensuring a cohesive and logical flow.
• Keep the text concise and focused. Use bullet points and avoid cluttering consulting slides with excessive information. Emphasize key messages and essential data to make the information easily digestible.
• Prioritize information using visual hierarchy. Important points should stand out through size, color, or placement. Guide the viewer’s attention by strategically organizing elements on each slide.
• Maintain a consistent visual theme, incorporating your company’s branding elements such as colors, fonts, and logos. Consistency enhances professionalism and reinforces your brand identity.
• Incorporate relevant, high-quality images that complement your content. Avoid generic stock photos when possible. Images should enhance understanding and evoke the right emotions related to your message.
• Present data using charts, graphs, and visuals to make complex information more accessible. Choose appropriate visualization formats based on the type of data you’re presenting (e.g., bar charts, pie charts, graphs).
• Experiment with layout and design to create visually appealing consulting slides. Avoid overcrowding and aim for a clean, professional look. Use white space effectively to reduce visual clutter and enhance overall aesthetics.
• Choose readable fonts and maintain consistency throughout your presentation. Ensure that text is easily legible, even from a distance. Use font size and style to emphasize key points without overwhelming the viewer.
• Less is often more. Aim for simplicity in design and content. Remove unnecessary elements that don’t contribute to the overall message.
• Familiarize yourself with the flow of your slides and practice your delivery. Ensure that the slides complement your spoken words rather than duplicating them.
•  Seek feedback from colleagues or peers to gain different perspectives on your slides. Use constructive criticism to refine and improve your presentation.

By combining engaging content with a visually appealing design, you can create stunning consulting slides that effectively communicate your message and leave a lasting impression on your audience.

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Consulting Presentations Examples

The following consulting presentation examples are divided by consulting firm and year.

Bain & Company Consulting Presentations

• Achieving Operational Excellence at University of California, Berkeley (2010)
• 2011 China Luxury Market Study
• Luxury Goods Worldwide Market Study, Fall-Winter 2016
• Global Diamond Industry Report 2017
• Con Edison Business Cost Optimization Summary

Boston Consulting Group (BCG) Consulting Presentations

• Port of Los Angeles Clean Truck Program
• Project US Mail Volumes to 2020
• Reshaping NYCHA support functions
• The Open Education Resource Ecosystem
• The Media and Entertainment Industry in NYC

Corporate Ventures in Sweden

Loose dogs in Dallas: Strategic Recommendations to Improve Public Safety and Animal Welfare

10 Steps to Sustainability

This consulting slide deck helps the client create a strategic plan for sustainability in their business. In this particular case, they highlight each step above the supporting data.

In addition, BCG created a hashtag to include on the title page. Using social media boosts audience participation and expands the reach of your presentation.

Gauging Long-Term Impact in the Social Sector

This example shows you how to create a narrative even if your focus point includes many abstract concepts. BCG uses graphics and delivers a compelling presentation template with each slide.

Deloitte Touche Tohmatsu Limited Consulting Presentations

4 approaches to automating work using cognitive technologies

Deloitte presentations usually include an introduction to provide context for the following data. It is all about automating with cognitive technologies.

The consulting presentation maintains the same font size on the first few slides. Plus, key expressions are in bold.

Redesigning Work in An Era of Cognitive Technologies

Findings on health information technology and electronic health records

This consulting presentation follows a survey of U.S. Physicians by Delloite. After a small introduction, each of the PowerPoint slides highlights one key takeaway from the survey.

The consulting slides use illustrations for clear and impactful data.

TMT Outlook 2017: A new wave of advances offer opportunities and challenges

This consulting slide deck helps clients foresee trends in technology, media, and telecommunications. It is longer than other consulting presentations. It highlights the key points and uses poll questions to maintain audience engagement.

The Shopping Centre Handbook 4.0

Deloitte Kenya Budget 2022/23 Webinar

Ernst & Young Global Limited (EY) Consulting Presentations

The evolving value chain in life sciences

This PowerPoint presentation has a simple design. The target audience can relate to the content and graphics on the slides.

They vary the font size to structure the information. Besides, their logo is on every slide , making both the presentation and the company more memorable to readers.

How fit is your allocation strategy?

European Banking Barometer

EY Germany FinTech Landscape

MAPS2018 Keynote address on EY report: Life Sciences 4.0 – Securing value through data-driven platforms

Power transactions and trends Q2 2019

Global Capital Confidence Barometer 21st edition

EY Price Point: global oil and gas market outlook, Q2 | April 2022

McKinsey & Company Consulting Presentations

USPS Future Business Model

How can companies capture veteran opportunities

The Internet of Things and Big Data: Opportunities for Value Creation

Context for Global Growth and Development

Addressing the Global Affordable Housing Challenge

A labor market that works: Connecting talent and opportunity in the digital age

This consulting presentation is the executive summary of a McKinsey Global Institute report. It focuses on the labor market and how platforms moving digital transformation forward have affected it.

The last section of the slides has specific suggestions for the audience. It highlights key takeaways for clients to create a solution for connecting talent available on the market to their company.

Quarterly 50th Anniversary Highlights

There is no doubt McKinsey is a consulting giant. This PowerPoint presentation compiles the highlights of their 50th anniversary.

They use images and quotes from consultants, interviewees, and clients. This way, they introduce a human element in a consulting presentation with no numeric data.

Challenges in Mining: Scarcity or Opportunity?

Insurance Trends and Growth Opportunities for Poland

Digital globalization: The new era of global flows

Your presentation should also underscore the quality of your consulting services. In this consulting slide deck example, McKinsey uses detailed graphics . They ease understanding of the key points and convey a sense of competence to the audience.

Digital Luxury Experience

Technology’s role in mineral criticality (World Materials Forum)

European Banking Summit

Investment and Industrial Policy: A Perspective on the Future

PricewaterhouseCoopers (PwC) and Strategy& Consulting Presentations

Project Management: Improving performance, reducing risk

PwC Golden Age Index – How well are countries harnessing the power of older workers?

PwC Trends in the workforce

PwC management consultants deliver a well-built consulting presentation template. They include a sidebar with a content index for facilitated navigation.

Turning big data into big revenue

Apache Hadoop Summit 2016: The Future of Apache Hadoop an Enterprise Architecture View

Putting digital technology and data to work for Tech CMOs

PwC helps its audience support business strategies by putting digital technology to work. This consulting presentation is dynamic and includes practical suggestions .

The approach is similar to a consulting engagement. You not only access valuable information, but you also have assistance in using it to improve your company.

World Economic Forum: The power of analytics for better and faster decisions by Dan DiFilippo

Consulting services often include publishing slide decks for a broader public audience. This presentation uses bullet points to recap the World Economic Forum annual meeting topics. It includes infographics to enclose plenty of information without overcharging the PowerPoint slides.

Medical Cost Trend: Behind the Numbers 2017

Strategy& – Sector performance and structure sector reform

Strategy& – The 2016 Chief Digital Officer Study

Strategy& – Consumer Research into Rapid Charging

Strategy& – Making zero-emission trucking a reality

FAQs About Consulting Slides

1. how can i create visually appealing consulting slides that effectively communicate my message.

Striking a balance between aesthetics and content is the key to producing consultation presentations that are aesthetically engaging.

It’s crucial to employ polished fonts, professional-looking color schemes, and high-quality photographs.

Your slides’ information should be understandable, succinct, and clear at the same time. Focus on using visual aids like charts and graphs to explain your arguments rather than using excessive amounts of words.

2. What is the best way to structure a consulting slide deck for maximum impact?

Making a great impression depends on the proper structure of your consulting slide show. Establishing your purpose and essential statements should come first.

Next, arrange your content in a straightforward and logical fashion. Break up material with headings, subheadings, and bullet points, and add visuals to keep readers interested and engaged.

3. How can I effectively use charts and graphs in my consulting slides to convey data and analysis?

In consulting slides, charts and graphs may be highly useful for communicating facts and analysis.

Yet, it’s crucial to utilize them wisely and make sure they’re simple to read and comprehend. Select the appropriate chart or graph type for your data, and make sure your labels and captions are precise and unambiguous.

Highlight important elements with color, but be careful not to use too much as it could become overwhelming.

4. What are some common mistakes to avoid when creating consulting slides?

While producing consulting slides, frequent faults to avoid include adding excessive text, employing poor-quality graphics, and being overly complex.

Keep your slides straightforward and simple to follow, and concentrate on your main points. Avoid using technical or jargon-filled terminology that can confuse non-experts.

5. How can I ensure that my consulting slides are engaging and hold my audience’s attention?

While presenting consultation slides, it’s crucial to keep your audience interested and engaged. Let your views come to life by using examples, comedy, and narrative approaches.

Provide time for questions and comments while maintaining a steady pace. Above all, make sure that your material is pertinent and catered to the wants and needs of your audience.

6. What are some strategies for creating consulting slides that are easy to understand for non-experts?

Effective visual aids and clear, short wording are essential for creating consultation slides that laypeople may easily grasp. Avoid technical jargon and acronyms and speak in plain, understandable terms.

Make your information more readable and understandable by including visual aids like pictures, charts, and graphs to explain your arguments.

7. How can I effectively use storytelling in my consulting slides to make a compelling argument?

Using storytelling to create engaging consulting presentations can be quite effective. Create a coherent narrative arc first, then support your claims with examples and experiences.

Add visual elements to your narrative, and use evidence and analysis to back up your claims. To make sure that your storytelling is compelling and effective, practice your presentation.

8. What are some best practices for presenting consulting slides to clients or audiences?

Effective consulting slide presentations involve thorough planning and preparation. Make sure you are familiar with all of your content by repeatedly practicing your presentation.

Engage your audience with body language and eye contact, and be receptive to inquiries and criticism. Above all, project enthusiasm and confidence in your writing.

9. How can I incorporate feedback from stakeholders into my consulting slides to improve their effectiveness?

Your consultation slides can be made more successful by including stakeholder feedback. Determine the most important areas for which input is required first, and be receptive to constructive criticism.

Use comments to improve your material and make sure it is interesting and relevant for your audience. Maintain an open mind and be prepared to adjust as necessary.

10. How can I effectively balance the amount of information on each consulting slide to avoid overwhelming the audience?

In order to prevent confusing your audience, it’s important to balance the amount of information on each consulting slide. Focus on your main points and use clear, succinct language.

Employ charts and graphs to illustrate your arguments, and use headings and bullet points to break up long paragraphs of text. Keep in mind that simplicity and clarity often win out over complication.

Conclusion on Consulting Slides from Top Consulting Firms

Before building your next consulting presentation, analyze the information and examples above. They will help you understand how to create a solid structure. You can start by writing a compelling introduction.

Keep your audience engaged throughout the presentation. Then, outline the crucial points in your message. Showing clients how to act according to the data you presented builds trust.

Furthermore, take time to improve and turn to other consultants for advice. No matter the goal of your presentation, you will create outstanding consulting slides.

If you enjoyed reading this article about consulting slides, you should read these as well:

• The Business Consulting Software You Need to Succeed
• Coaching vs Consulting: The Difference Between Them
• How to run a successful consulting business that you’re proud of

• Tamara Jovanovic

Tamara Jovanovic is an SEO Content Specialist who enjoys learning about different industries, people, and how to solve problems through content. She is curious by nature and eager to experiment with new ideas that could provide value to readers. Often she spends hours analyzing why things worked or didn’t so she could be equipped with data and improve with every new task. Likes reading, learning, playing games, growing plants, and enjoying a good cup of coffee.

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Presentation Teardown: Consultant’s Tricks Exposed

In this post we conduct a ‘teardown’ of a presentation from Boston Consulting Group, exploring what it does well and making some suggestions in areas where there may be room for improvement. BCG and McKinsey presentations have a particular style which you can read about more here . They tend to be highly structured and analytical.

This presentation is made available to the public on BCG’s website and on slideshare.com .

You can flip through the entire presentation using the presentation slider below.

Alternatively, here is a video:

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BCG’s presentation ‘Data Privacy by the Numbers’ is designed to provide a perspective on personal data privacy – provoking and answering an important question: How private do people consider their personal data, and what does that mean for business?

This presentation is BCG’s answer to that question. The presentation concludes by planting a final question in the mind of the audience (what do we do?) which, BCG hopes, will drive sales of consulting work.

I like the title ‘Data Privacy by the Numbers’. It’s snappy, a little clever. Often the more effective presentation title is the one which directly speaks to the question the presentation is meant to answer. Every audience is thinking ‘What Is In It For Me’ at the start of a presentation (why should I bother to listen?). A title which promises an answer to a question that the audience has is the perfect way to alleviate those concerns. An alternative could have been: ‘Data Privacy: The markets, industries and data types that matter most’

When done well, summaries like this one can be a great addition. BCG’s summary does a great job of being brief and signposting the key points to come in the presentation. You want to avoid re-writing the entire presentation in the summary.

Consulting presentations like this one tend to be heavily footnoted. This is a good thing. Footnotes provide credibility. More importantly, when you cite numbers and statistics (as BCG will do extensively in this presentation) you need to say where you got the data from. Not providing footnotes is, at best, lazy, and at worst, dishonest.

The text on this page could do with more whitespace to improve scannability. Increasing the spacing between the paragraphs would help a lot. A subtle thing, but it would help.

The ‘Draft – for discussion only’ label at the bottom of the slide should really be tossed. It has dubious legal weight. The deck is on their website, so it is clearly no longer a ‘draft’.

Often labels like this are repeated on every slide. Try and avoid this, as it creates a ton of visual noise that does nothing but distract the reader. I recommend keeping the visual elements that you repeat from slide to slide to an absolute minimum.

This slide is providing the critical context every introduction needs. The Authors do a good job of starting in the right place, with data and perspectives that most people will assume they already know (personal data privacy, for most people, is a top issue). This is a critical foundation for the argument to come.

I like the headline style BCG has adopted – a pithy top-line label with a descriptive second line. The second line is absolutely key. You want to ensure that your headline clearly lays out the take-away of your slide. This helps the audience tremendously in understanding what it is the slide is trying to say.

BCG has not really utilized any storytelling techniques in this presentation. To be fair, storytelling is not a very common technique within consulting and is one that often works better orally. Having said that, I think this topic presents a real opportunity to wrap a story around the issue of personal data privacy. It is an emotionally charged subject. Storytelling techniques could really bring this personal dimension into focus.

This is a really minor quibble. With survey data it is usually a good idea to state the size of the survey population (n). The bigger the n, the more confidence I have as a reader that we can actually believe these numbers. So, a minor point, but the kind of thing that comes up as a question in presentations. Oftentimes, it is just easier to anticipate the question, and provide the answer in the footnotes…

The strength of this slide is that it attacks and rebuts a hypothesis the audience may have started to formulate in their head… ‘Yes, but older people sure don’t have the same attitudes as younger generations…’

The interesting thing to note in this business chart is the chart design. BCG’s goal is to emphasize the similarity of the numbers and visually disguise the delta (to reinforce their conclusion, captured in the headline, that age doesn’t really tell us much). Notice how the length of the bars have been lengthened as much as possible? The delta in the UK of 16% sure seems material to me. But it is a good story.

This is where the complication in the story is introduced. So far the data that has been shared has really reinforced what we already either know or assume:

•   Everyone agrees privacy of personal information is important (all countries, all ages)
•   But , there are big differences in perceived privacy across various data types

I like the choice of a heat map to display this data. Using red to represent the more ‘Private’ data types is a subtle, smart choice.

Lots of great data here, displayed clearly.

This is a really beautiful slide. I love bubble charts.

Unfortunately, this chart type really is not the best choice. Visually the chart is emphasizing the correlation (the line your eye draws from bottom left to right) between the data types developed markets view as risky and data types rapidly developing markets view as risky. Or, put another way, developed and rapidly developing have the same views. Unfortunately, that point was more clearly communicated on the previous two slides.

A bar chart would have more effectively shown the % difference between developed and developing countries.

This slide makes an important connection between concerns about privacy of personal data and the custodial responsibility of business in various industries.

So these spiral charts are pretty to look at, but I am not a fan. It is extremely difficult to actually see in the data the point that is being made in the headline. That is a cardinal sin when presenting data. Each industry is colored a different color depending on market – not helpful.

A better approach would have been to highlight the online, telecom and financial industries and highlight them a bright color, while highlighting the rest of the industries and more neutral color.

This slide is clever. It is a very nice segue towards the ‘what do we do about this?’ next steps part of the presentation that is so critical (as advice on that question is what BCG is selling).

The story so far:

• Personal data is important (Knew that already, but thanks)
• All ages and developed markets care about this (that’s interesting)
• What people consider private varies considerably by data type (very interesting. big implications)
• or private data, we need to provide simple tools (that is insight I can use, but what about the less private data…

And here is your answer! Create the ‘Trust Advantage’!

Ummmm. How do I do that?

Simple. Call BCG.

This is a pretty weak next step. An implied ‘call us’ perhaps? Pretty standard approach to close, of course. A web address, 1-800 number, Partners name would help here. Some sort of call to action.

In the real world, you need a next step, even if you are providing it as a voice over.

SlideHeroes provides business presentation training that teaches professionals how to create presentations like the one above.

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By Virgie Fields | Aug 10, 2023 | Clinical Informatics ,  Lantana Projects ,  Presentations ,  Public Health

Selective and cascade reporting of antimicrobial susceptibility results – a survey among facilities submitting data to the national healthcare safety network (nhsn) antimicrobial resistance option.

Virgie Fields , Amy Webb , Laura Blum , and Malissa Mojica co-authored the poster Susceptibility Results – A Survey Among Facilities Submitting Data to the National Healthcare Safety Network (NHSN) Antimicrobial Resistance Option. This poster was presented at the CSTE conference.

By Laura Blum | Aug 9, 2023 | Clinical Informatics ,  Lantana Projects ,  Presentations ,  Public Health

Use of antivirals for covid-19 in acute care hospitals reporting to the nhsn au option.

Virgie Fields , Amy Webb , Laura Blum , and Malissa Mojica co-authored a poster Selective and Cascade Reporting of Antimicrobial Susceptibility Results—A Survey Among Facilities Submitting Data to the National Healthcare Safety Network (NHSN) Antimicrobial Resistance Option and presented it at this year’s CSTE conference.

By Amy Webb | May 31, 2022 | Analytics ,  Clinical Informatics ,  Lantana Projects ,  Presentations ,  Public Health

Collaborating with your antimicrobial stewardship team using nhsn data.

Amy Webb presented Collaborating with Your Antimicrobial Stewardship Team using NHSN Data at the Association for Professionals in Infection Control and Epidemiology (APIC) 2021 Annual Conference. She described the required data elements to submit into the NHSN Antimicrobial Use and Resistance (AUR) Module and reviewed how to interpret AUR Module analysis reports.

By Lantana Consulting Group | May 11, 2022 | Clinical Informatics ,  HIT Industry ,  HIT Standards: CDA, FHIR, etc ,  HIT Tools & Tips ,  Interoperability ,  Lantana Projects ,  Presentations

Developing a fhir implementation guide for extended rbc phenotyping information.

John Spinosa attended the Pathology Informatics Summit and gave a presentation entitled Exchanging Extended RBC Phenotyping and Genotyping Information: HL7 FHIR Implementation Guide Status.

By Lantana Consulting Group | Jul 27, 2021 | Clinical Informatics ,  Lantana Projects ,  Presentations ,  Public Health

Adapting during a global pandemic: capturing remdesivir in the national healthcare safety network (nhsn) antimicrobial use option.

Heather Dubrendris presented a poster at this year’s virtual CSTE conference. The poster, Adapting during a Global Pandemic: Capturing Remdesivir in the National Healthcare Safety Network (NHSN) Antimicrobial Use Option, was available virtually throughout the conference with opportunity for Q and A.

By Lantana Consulting Group | Jul 14, 2021 | HIT Industry ,  HIT Standards: CDA, FHIR, etc ,  HIT Tools & Tips ,  Interoperability ,  Presentations

Building on the fhir framework toward advanced interoperability goals.

As part of a HIMSS Education Webinar, Liora Alschuler and Rick Geimer , along with Hans Buitendijk of Cerner, explore the evolving applications of SMART on FHIR and other open APIs, such as the Apple Health Records API, CMS Blue Button 2.0, Sync for Science and more – and learn how providers can leverage them for their own strategic goals.

By Rick Geimer | Jul 8, 2021 | HIT Industry ,  HIT Standards: CDA, FHIR, etc ,  HIT Tools & Tips ,  Interoperability ,  Lantana Projects ,  Presentations

Health samurai fhir profiling meet-up.

Rick Geimer talked FHIR profiling with Trifolia-on-FHIR earlier this month. His presentation supported the overall topic of FHIR profiling solutions, and described and demonstrated Trifolia-on-FHIR’s features.

By Liora Alschuler | Jun 2, 2021 | Clinical Informatics ,  HIT Standards: CDA, FHIR, etc ,  Interoperability ,  Lantana Projects ,  Presentations

An initiative to exchange extended rbc phenotyping information using fhir.

Lantana is working with partners to:

• Develop a standard for exchange of blood product genotyping and phenotyping information for BECS and BBLIS incorporation
• Expand and convene a group of key stakeholders to launch this work and support it with domain expertise
• Leverage the momentum of the core group and standards development project to procure funding that will carry through feasibility (Connectathon) testing, ballot, ballot reconciliation, and publication

Click here for more information.

By Rick Geimer | May 5, 2021 | HIT Industry ,  HIT Standards: CDA, FHIR, etc ,  HIT Tools & Tips ,  Interoperability ,  Presentations

Using cda to build a world on fhir.

This talk will presented a roadmap for a blended, heterogenous environment that provides both growth and continuity and expands the utility of current information systems. Rick Geimer and Don Lee described the foundation for a path forward and their experience driving down that path supporting care planning, public health, and information exchange.

By Erin O'Leary | Nov 18, 2020 | Lantana Projects ,  Presentations ,  Public Health ,  Trends, Comments, & Opinions

Implementation of antibiotic stewardship activities in critical access hospitals.

For U.S. Antibiotic Awareness Week , Erin O’Leary along with Emily Spivak, MD, MHS, FIDSA, presented the 2019 NHSN Annual Hospital Survey results for the antibiotic stewardship program Core Element uptake. They also provided practical suggestions for enhancing stewardship activities in critical access hospitals. Arjun Srinivasan, MD, FSHEA from CDC’s Division Quality Healthcare Promotion and Natalia Vargas, MPH from HRSA’s Federal Office of Rural Health Policy presented the goals for the next five years of the Combating Antibiotic-Resistant Bacteria (CARB) National Action Plan.

By Rick Geimer | Nov 17, 2020 | Clinical Informatics ,  HIT Industry ,  HIT Standards: CDA, FHIR, etc ,  Interoperability ,  Lantana Projects ,  Presentations

Fhir documents.

Rick Geimer presented on FHIR Documents at FHIR Dev Days. The event was attended by 587 participants in 43 countries.

By Zabrina Gonzaga | Nov 7, 2020 | Clinical Informatics ,  HIT Industry ,  HIT Standards: CDA, FHIR, etc ,  HIT Tools & Tips ,  Interoperability ,  Lantana Projects ,  Presentations

Oral health information technology virtual convening.

Zabrina Gonzaga and David deRoode presented at the Oral Health Information Technology Virtual Convening during the Oral Health Interoperability and Care Coordination session on November 17th. This event focused on population health management and value-based care through dental health information innovations.

By Lantana Consulting Group | Mar 24, 2020 | Analytics ,  Interoperability ,  Lantana Projects ,  Presentations ,  Trends, Comments, & Opinions

Mids c3 forum.

Our CMS Hospital Quality Initiatives Public Reporting Support Contract team ( Chris Truman , Larissa Mennen , and Ruby Nash ) were invited to present a 15-20 minute overview of the project for the MIDS c3 Forum. The team presented a program overview (including history of this task order), task order purpose and scope, primary tasks and deliverable, upcoming key milestones, and challenges and mitigation strategies on the call. You can view a recording here.

By Rick Geimer | Dec 16, 2019 | HIT Industry ,  HIT Standards: CDA, FHIR, etc ,  HIT Tools & Tips ,  Interoperability ,  Presentations

Fhir & cda: dual standards or dueling standards.

Rick Geimer, Chief Innovation Officer, presented an overview of dual FHIR/CDA implementation guide development, including when to develop dual IGs, requirements, development challenges, and the dual IG HL7 ballot process.

By Rick Geimer | Dec 12, 2019 | HIT Industry ,  HIT Standards: CDA, FHIR, etc ,  HIT Tools & Tips ,  Interoperability ,  Presentations

Wedi winter conference: transactions to tranformation.

Rick Geimer led the Transactions to Transformation Session at the WEDI Winter Conference. The session began with an exercise on creating patient demographics using the FHIR API, explained how X12 and FHIR work together, and shared an overview of various industry IGs including Argonaut, US Core and Da Vinci.

By Zabrina Gonzaga | Jul 18, 2019 | Clinical Informatics ,  HIT Industry ,  Interoperability ,  Lantana Projects ,  Presentations

Ecare plans — nurse informaticist role as an advocate.

Zabrina Gonzaga and Marla Throckmorton presented this poster at the Summer Institute of Nursing Informatics (SINI) to provide an overview of electronic care plan standards, strategies to identify clinically-relevant and meaningful concepts for exchange, identify the benefits of adoption, and suggest how to increase implementation and use. Electronic care plans can improve efficiency and resolve the duplicate entry issues that are associated with paper care plans and standards that make them interoperable. Nevertheless, uptake and adoption of electronic care plans lags behind the adoption of interoperable electronic health records (EHRs).

As electronic care plan standards evolve, nurse informaticists play a central role in pursuing the viability and applicability of care plans across healthcare settings. Nurses are the common denominator in most care settings and have the power to drive change. Nurse informaticists involved in standards development can contribute their expertise to identify core concepts critical to patients’ journeys in the continuum of care.

By Amy Webb | Jun 10, 2019 | HIT Industry ,  Interoperability ,  Lantana Projects ,  Presentations

Nhsn antimicrobial use option – implementation, validation & analysis.

Amy Webb presented on NHSN Antimicrobial Use Option – Implementation, Validation & Analysis at the APIC 2019 Annual Conference. The presentation described the required data elements for submission into the NHSN AU Option, identified examples of how to validate AU data before and after submission to NHSN, and outlined the AU Option analysis reports.

By Laura Blum | Jun 5, 2019 | HIT Industry ,  Interoperability ,  Lantana Projects ,  Presentations

Lessons learned from validation of electronically-submitted national healthcare safety network (nhsn) antimicrobial use (au) option data.

Laura Blum presented Lessons Learned from Validation of Electronically-Submitted National Healthcare Safety Network (NHSN) Antimicrobial Use (AU) Option Data at 2019 Council of State and Territorial Epidemiologists (CSTE) Annual Conference in Raleigh, NC.

Hospital participation in the Centers for Disease Control and Prevention’s (CDC’s) National Healthcare Safety Network (NHSN) Antimicrobial Use (AU) surveillance increased exponentially over the last two years, with over 1,100 facilities submitting AU data to NHSN as of December 2018. The NHSN AU Team works closely with hospital participants to identify and mitigate data errors. These data validation activities prompt corrections to erroneous data and serve as guidance for the NHSN AU Team as it develops its technical support. The NHSN AU Team analyzed AU data submitted to NHSN between January 1, 2016 and March 31, 2018 to identify and categorize data errors and pinpoint opportunities for targeted outreach and improvement. This presentation summarizes the most common data quality issues in antimicrobial days (i.e., numerator data) and days present (i.e., denominator data), and suggests additional steps to ensure data validity during the AU data submission process.

By Lynn Perrine | Apr 9, 2019 | HIT Standards: CDA, FHIR, etc ,  Presentations

Joint commission’s pioneers in quality: expert to expert series.

Lynn Perrine and Angela Flanagan participated in the Joint Commission’s Pioneers in Quality: Expert to Expert Series. Lynn presented AMI on 1/29 and EDHI on 3/5, and Angela presented ED-1 & ED-2 on 2/12.

The Joint Commission and the Centers for Medicare & Medicaid Services (CMS) are committed to supporting hospitals on their journey towards electronic clinical quality measure (eCQM) adoption and transition to the new Clinical Quality Language (CQL) logic expression language for the 2019 eCQM reporting period. Through the Joint Commission’s Pioneers in Quality: Expert to Expert Series, education sessions dedicated to specific measures take a “deep dive” into the new CQL expression language. Sessions begin with a comprehensive review of the measure logic, coverage of common questions and issues, and conclude with a live Q & A session. Access recordings of the presentations here .

By Lantana Consulting Group | Mar 29, 2019 | Lantana Projects ,  Presentations

Standardized antimicrobial administration ratio (saar).

Erin O’Leary presented on NHSN’s risk-adjusted antimicrobial use summary metric, the Standardized Antimicrobial Administration Ratio (SAAR) at the 2019 NHSN Annual Training.

By Lantana Consulting Group | Mar 29, 2019 | Interoperability ,  Lantana Projects ,  Presentations

2019 nhsn annual training.

The Lantana Team presented two sessions at the NHSN Annual Training in March 2019. Wendy Wise, MPH, PMP presented on NHSN Antimicrobial Use Option reporting and analysis and  Amy Webb, MPH, CHES presented on and Antimicrobial Resistance Option reporting and analysis. 

By Zabrina Gonzaga | Mar 19, 2019 | Presentations ,  Trends, Comments, & Opinions

Cma oasis field test findings.

Zabrina Gonzaga co-created these three posters, accepted as part of the Academy Health Conference in June 2019, which describe the results of the Home Health CMS Outcome and Assessment Information Set (OASIS) field test conducted from 2016-2017.

The PROMIS – OASIS Comparison: First Steps for Post-Acute Care Data Collection with Patient Reported Outcomes poster describes the findings and feasibility of using the Patient Reported Outcomes Measurement Information System® (PROMIS®) Global tool.

The Outcome and Assessment Information Set (OASIS) Field Test: Methods, Design and Participants poster describes the key objective, methods and findings that could inform CMS quality measurement activities. 

The Reliability and Validity Testing of Current and Potentially New OASIS Items poster describes the results and implications of the OASIS field test.

By Liora Alschuler | Feb 27, 2019 | HIT Industry ,  HIT Standards: CDA, FHIR, etc ,  Interoperability ,  Presentations ,  Trends, Comments, & Opinions

Hata educational webinar: slaying the fax machine.

Liora Alschuler and Rick Geimer collaborated on a webinar for HATA focusing on the potential role of practice and document management systems in orchestrating standard electronic attachments, per the anticipated CMS NPRM.

By Kanwarpreet Sethi | Feb 13, 2019 | Clinical Informatics ,  HIT Industry ,  HIT Standards: CDA, FHIR, etc ,  Interoperability ,  Lantana Methodologies ,  Presentations ,  Trends, Comments, & Opinions

The future of standards for clinical quality measurement & reporting.

KP Sethi , Director of Information Analysis & Technology, presented on the future of quality measurement to the HL7 community at HIMSS 2019.

By Lantana Consulting Group | Oct 6, 2018 | Lantana Projects ,  Presentations

2018 id week conference.

Amy Webb, MPH, CHES presented a poster comparing the first cohort of NHSN Antimicrobial Use and Resistance (AUR) Module reporting facilities to non-AUR reporting facilities at the 2018 ID Week Conference in October 2018.

By Rick Geimer | Oct 4, 2018 | HIT Industry ,  HIT Standards: CDA, FHIR, etc ,  Interoperability ,  Lantana Methodologies ,  Presentations

Hl7 fall wgm: c-cda on fhir.

This comprehensive tutorial covers FHIR documents; C-CDA on FHIR and US Core; Converting, managing, and validating FHIR documents; and Current/Future Work and Resources.

By Rick Geimer | Aug 21, 2018 | HIT Industry ,  HIT Standards: CDA, FHIR, etc ,  Interoperability ,  Presentations

Introduction to consolidated cda​(c-cda).

In this tutorial, Rick Geimer covers the history and need for the Consolidated CDA guide; Use cases for each document type; How to read and understand the guide; Similarities and differences with past work; and Available tools and resources

By Rick Geimer | Aug 7, 2018 | HIT Industry ,  HIT Standards: CDA, FHIR, etc ,  Interoperability ,  Presentations

Fhir alignment with uscdi panel: c-cda on fhir.

Describes the C-CDA on FHIR project, it’s relationship to US Core and where it fits into a transitional roadmap.

By Rick Geimer | Jul 31, 2018 | HIT Industry ,  HIT Standards: CDA, FHIR, etc ,  Interoperability ,  Lantana Methodologies ,  Presentations

Wedi summer forum: a deep dive in the use of loinc codes​, c-cda and loinc​.

In the presentation, Rick Geimer describes how LOINC codes support the request for additional information and the classification and management of that information.

By Rick Geimer | Jul 26, 2018 | HIT Industry ,  HIT Standards: CDA, FHIR, etc ,  Interoperability ,  Lantana Methodologies ,  Presentations

Hl7 webinar: c-cda on fhir.

In this tutorial, Rick Geimer covers CDA, C-CDA, and FHIR documents; discusses the relationship between C-CDA-on-FHIR and the US Core; conversion between formats; and presented a live walk-through of samples and conversions.

By Rick Geimer | Jun 20, 2018 | HIT Industry ,  HIT Standards: CDA, FHIR, etc ,  Interoperability ,  Lantana Methodologies ,  Presentations

Hl7 fhir developer days: c-cda on fhir, by rick geimer | jun 12, 2018 | hit industry ,  hit standards: cda, fhir, etc ,  interoperability ,  presentations ,  trends, comments, & opinions, lantana webinar: c-cda-on-fhir.

Rick Geimer , Chief Innovation Officer, presented an overview of FHIR Documents, a walkthrough of the C-CDA on FHIR implementation guide, and coverage of bi-directional C-CDA to FHIR transformations including demonstrations. Download the  recording  and the  Q&A log  for more information.

By Rick Geimer | May 21, 2018 | HIT Industry ,  HIT Standards: CDA, FHIR, etc ,  Interoperability ,  Lantana Methodologies ,  Lantana Projects ,  Presentations

Wedi: standards for electronic attachments.

Rick Geimer presented an overview of the interoperability standards proposed for HIPAA-compliant national electronic attachments.

By Lantana Consulting Group | Mar 2, 2018 | Lantana Projects ,  Presentations

Nhsn annual training 2018.

Amy Webb, MPH, CHES presented a session on the NHSN Antimicrobial Use and Resistance (AUR) Module reporting and analysis at the NHSN Annual Training in March 2018.

By Kanwarpreet Sethi | Dec 6, 2017 | HIT Industry ,  HIT Standards: CDA, FHIR, etc ,  HIT Tools & Tips ,  Presentations

Hl7 fhir applications roundtable.

Eric Parapini and  KP Sethi presented Lantana’s work under the ONC HIP Grant to develop dual CDA and FHIR IGs for the Pharmacist Care plan and related transforms. The FHIR Applications Roundtable features numerous short form presentations and demos from providers, vendors, academic institutions, start-ups, and others showcasing FHIR-based solutions in the development or implementation stages.

By Rick Geimer | Dec 4, 2017 | HIT Industry ,  HIT Standards: CDA, FHIR, etc ,  Interoperability ,  Presentations

Wedi-con 2017.

Rick Geimer presented “Attachment Payloads: A Detailed View into HL7 C-CDA for Attachments.” Rick demonstrated how to create a CDA document from scanned date and provided a detailed look at crafting HL7 Consolidated CDA documents based on attachments guidelines.

By chris.hannigan | Dec 4, 2017 | HIT Industry ,  Interoperability ,  Presentations

Onc 2017 annual meeting.

Rick Geimer presented an overview of Lantana’s ONC-HIP project. Lantana’s project team created Pharmacist Care Plan document types in CDA and FHIR and bi-directional transforms. ​The ONC Annual Meeting convenes key stakeholders across the public and private sector. Attendees discuss the seamless and secure flow of health information to enhance care and improve health, science, and research. 

By Rick Geimer | Nov 21, 2017 | HIT Industry ,  HIT Standards: CDA, FHIR, etc ,  HIT Tools & Tips ,  Interoperability ,  Presentations

Hl7 2017 fhir developer days.

FHIR Developer Days is the largest HL7 FHIR event in the world.​ The three-day event covers some 50 tutorials and keynotes, numerous hands-on sessions guided by experts, and networking opportunities. Rick Geimer led the FHIR Documents track. ​

By Kanwarpreet Sethi | Nov 8, 2016 | HIT Industry ,  HIT Standards: CDA, FHIR, etc ,  Interoperability ,  Presentations

The changing landscape of quality standards.

On November 8, Lantana’s  Kanwarpreet Sethi  hosted a one-hour webinar on  The Changing Landscape of Quality Standards . The webinar introduced the new standards in development for Clinical Quality Measurement as part of the Clinical Quality Framework S&I initiative. The slideshow explains the fundamentals of these standards; their design; how they fit within the current landscape of quality reporting; and their potential impact on measure developers, quality reporting, and the vendor community.

By Rick Geimer | Jul 27, 2016 | HIT Industry ,  HIT Standards: CDA, FHIR, etc ,  Presentations

Hl7 fhir applications roundtable showcase.

On July 27-28, 2016, Health Level Seven (HL7) convened the first ever roundtable focused on state of the art in application development for the emerging Fast Healthcare Interoperable Resources (FHIR) standard. Lantana’s CEO Liora Alschuler and CTO Rick Geimer attended. Rick gave two of the presentations featured.

By Rick Geimer | Jun 6, 2016 | HIT Industry ,  HIT Standards: CDA, FHIR, etc ,  HIT Tools & Tips ,  Lantana Projects ,  Presentations

Fhir profiling in trifolia tutorial.

In this tutorial,  Rick Geimer  and  Sean McIlvenna  explain how to create and modify Fast Healthcare Interoperability Resources (FHIR) profiles using the new functionality in the  Trifolia  template database. Trifolia is a web-based tool with over 500 users searching, creating, and modifying Clinical Data Architecture (CDA) templates and implementation guides. The latest version provides experimental support for FHIR profile creation.

By Angela Flanagan | Dec 16, 2015 | Clinical Informatics ,  HIT Industry ,  HIT Standards: CDA, FHIR, etc ,  Lantana Methodologies ,  Presentations

Fundamentals of ecqm development webinar.

On December 16,  Angela Flanagan  presented a one-hour webinar on the Fundamentals of eCQM Development. This presentation introduced the basics of eCQM development and focused on fundamentals, such as the blueprint and Quality Data Model. The webinar also covered the tools used in eCQM development such as Value Set Authoring Center (VSAC), Measure Authoring Tool (MAT), and Bonnie testing tool.

Mastering the full set of tools & skills is a tall order. This overview is useful for program and business analysts, architects, and managers who need to assess the viability and level of effort involved.

By Liora Alschuler | Oct 1, 2015 | HIT Industry ,  HIT Standards: CDA, FHIR, etc ,  Lantana Methodologies ,  Presentations

Hl7 and fhir: the new standard for health exchange interoperability.

Liora Alschuler  and  Rick Geimer  (remote presenter) presented at the Vermont Information Technology Leaders (VITL) Summit on October 1, 2015 in Burlington, VT. They provided a brief history of HL7 standards, an overview of FHIR, how CDA and FHIR can work together and the path forward.

The VITL Summit was a two day event packed with five tracks and 15 breakout sessions focused on Health Care Consumers, Health Information Technology, Clinical IT, Health IT Innovators & Health Care Policy.

By Lantana Consulting Group | Jun 23, 2015 | Clinical Informatics ,  HIT Industry ,  Interoperability ,  Presentations

Long term and post acute care (ltpac) summit – 2015.

The LTPAC Summit was held in Baltimore, MD June 21-23, 2015. The LTPAC Health IT Collaborative has convened key HIT leaders, policy makers, leading providers, federal state grantees and other professional for the last decade to advance policies and initiatives to alight with the national healthcare strategy. The “LTPAC Across Care Settings” session demonstrated how HIT can be leveraged to enable information exchanges across a variety of care settings. Various use-cases were highlighted. Jennie Harvel with ASPE moderated and the presenters included: Lindsey Hoggle with Academy of Nutrition and Dietetics, Jim Younkin with Geisinger Institute and  Mike Tushan  with Lantana.

By Lynn Perrine | Jun 22, 2015 | Clinical Informatics ,  HIT Standards: CDA, FHIR, etc ,  Interoperability ,  Presentations ,  Trends, Comments, & Opinions

Impact, standards and interoperability: the road ahead.

Lantana’s  Zabrina Gonzaga  and  Lynn Perrine  presented “IMPACT, Standards and Interoperability: The Road Ahead” on Tuesday, August 25 as part of the McKnight’s Media Super Tuesday webinar series which focuses on technology in the Long Term and Post Acute Care setting.

By Liora Alschuler | Dec 4, 2014 | HIT Industry ,  HIT Standards: CDA, FHIR, etc ,  Interoperability ,  Presentations

Health level 7 policy conference – winter 2014.

The HL7 Policy Conference was held on December 4-5, 2014. The meeting focused on how policy can accelerate interoperability and foster innovation.  Liora Alschuler  gave a presentation on standards maturity, the alignment of standards and policy and how analytics can drive positive change.

By Liora Alschuler | Oct 28, 2014 | HIT Industry ,  HIT Standards: CDA, FHIR, etc ,  Interoperability ,  Presentations

Wedi webinar – interoperability: practical, affordable & valuable.

Interoperability is key to delivering value-based care – and lack of ROI for HIT investment is a major barrier to interoperability. Ever wonder how to break through this cycle? Take a look at this talk we presented for WEDI, the Workgroup on Electronic Data Interchange. We looked at the role data standards play in supporting value-based purchasing focusing on CDA, QRDA and FHIR.  Liora Alschuler ,  Kanwarpreet Sethi  and  Rick Geimer  presented for WEDI on October 28, 2014.

By Liora Alschuler | Sep 9, 2014 | HIT Standards: CDA, FHIR, etc ,  Interoperability ,  Presentations ,  Trends, Comments, & Opinions

Webinar – cda on fhir: the road ahead.

Lantana hosted a  CDA on FHIR: The Road Ahead  webinar on September 9, 2014. We provided an overview of each standard and the efforts to migrate or recreate CDA on a FHIR platform.  Rick Geimer  and  Liora Alschuler  discussed progress, challenges, and implementation strategies, taking questions at the end of the session from among the attendees.

By Lantana Consulting Group | Jul 23, 2014 | HIT Industry ,  HIT Standards: CDA, FHIR, etc ,  Interoperability ,  Presentations

2014 wedi summer forum – consolidated cda r2.

Lantana’s Russell Hamm alongside Durwin Day with Health Care Service Corporation and Eric Pupo from Deloitte led a session on Consolidated CDA (C-CDA) R2 at the 2014 WEDI Summer Forum. The session provided an overview of C-CDA R2, outlined key differences between past versions of C-CDA and C-CDA R2 and provided insight into expected changes and future adoption of C-CDA R2.

By Lantana Consulting Group | Jun 24, 2014 | HIT Standards: CDA, FHIR, etc ,  Presentations ,  Trends, Comments, & Opinions

10th annual iowa ehealth summit – quality reporting under meaningful use stage 2.

Crystal Kallem attended the 10th Annual Iowa eHealth Summit held in Des Moines. She gave a presentation entitled Quality Reporting Under Meaningful Use Stage 2. The presentation provided an overview of quality reporting requirements under Meaningful Use Stage 2, the relationship between quality reporting and standards and guidance on how to put it all together.

By Kanwarpreet Sethi | Jun 4, 2014 | HIT Industry ,  HIT Standards: CDA, FHIR, etc ,  Presentations

Connecting michigan for health 2014 – clinical quality improvement current & future.

Kanwarpreet Sethi  spoke at the Connecting Michigan for Health 2014 Meeting held by  Michigan Health Information Network Shared Services  (MiHIN). The presentation outlined current quality reporting standards and planned work to unify standards and make adoption easier.

By Lantana Consulting Group | Mar 26, 2014 | HIT Industry ,  Interoperability ,  Presentations

Wedi health innovations summit 2014 – crossing the chasm between quality & administrative data.

Crystal Kallem gave a presentation at the 2014 Workgroup for Electronic Data Interchange (WEDI) Health Innovations Summit. The presentation discussed the use of administrative and clinical data for quality and continuity of care and reviewed Health IT standards enabling automated quality measurement and continuity of care.

By Liora Alschuler | Feb 5, 2014 | HIT Industry ,  Presentations

Health story at himss 2014 showcase.

Liora Alschuler gave a talk on the Health Story Project at the HIMSS 2014 Interoperability Showcase. The talk was titled “Interoperability For Everyone” and described the Project background, purpose and the Health Story Showcase demonstration. Liora announced the official launch of The Health Story Roundtable & the election of a new Leadership Council. For information on the Project, how to sign up for the Roundtable, & the election, click here .

By Liora Alschuler | Jan 31, 2014 | HIT Industry ,  Interoperability ,  Presentations

The health story project for interoperability.

At the 2014 IHE NA Connectathon in Chicago,  Liora Alschuler  presented “The Health Story Project for Interoperability.” Liora discussed the evolution and past contributions of the Health Story Project and corresponding partnerships, and how Health Story will raise awareness and improve information exchange and interoperability for coordinated patient care, payer-provider integration, and population health.

By Lantana Consulting Group | Dec 12, 2013 | HIT Industry ,  Presentations ,  Trends, Comments, & Opinions

Quality reporting under meaningful use stage 2.

For WEDI’s December 12 Town Hall Webinar, Crystal Kallem presented “Quality Reporting under Meaningful Use Stage 2.” To learn more about becoming a WEDI member, please send an email to Samantha Holvey – [email protected] .

By Lantana Consulting Group | Nov 7, 2013 | HIT Industry ,  HIT Standards: CDA, FHIR, etc ,  Presentations

Fdb customer seminar: using hl7 c-cda; and quality reporting with emeasures and hl7 qrda.

George Augustine Koromia, MD presented two sessions at the FDB Customer Seminar 2013: “Basics of Clinical Information Exchange Using HL7’s Consolidated Clinical Document Architecture,” and “Basics of Quality Reporting Using eMeasures and HL7’s Quality Data Reporting Architecture.”

By Sarah Gaunt | Oct 29, 2013 | HIT Industry ,  HIT Standards: CDA, FHIR, etc ,  HIT Tools & Tips ,  Interoperability ,  Lantana Projects ,  Presentations

14th annual international hl7 interoperability conference.

Sarah Gaunt  presented “Templated CDA, C-CDA, and the Care Plan” and provided a Trifolia Workbench demo at the 14th International HL7 Interoperability Conference in Sydney, Australia on October 29, 2014.

By Lantana Consulting Group | Oct 28, 2013 | HIT Industry ,  Interoperability ,  Presentations

Introduction to himss health story project.

During the week of the 2013 85th AHIMA Convention and Exhibit, Crystal Kallem presented, “Introduction to HIMSS Health Story Project,” teaching on the Project and its importance to your health, industry vendors, payers, research analysts, doctors and clinicians.

By Liora Alschuler | Oct 11, 2013 | HIT Industry ,  Interoperability ,  Presentations

New england himss: ensuring value in the electronic clinical record.

Liora Alschuler  shared an overview of the Health Story Project and its vision for comprehensive electronic records that tell a patient’s complete health story.

By Lantana Consulting Group | Sep 12, 2013 | HIT Industry ,  HIT Standards: CDA, FHIR, etc ,  Interoperability ,  Lantana Projects ,  Presentations

Lantana webinar: role of standards in quality measurement.

Crystal Kallem presents the latest on the evolving interoperability standards for quality reporting. This session is a preview of the content available during Lantana’s  CDA Academy  workshops.

By Lantana Consulting Group | Jun 17, 2013 | HIT Tools & Tips ,  Lantana Projects ,  Presentations

Surrogate ehr environment (see) tool.

Mike Tushan  and John Baker presented SEE, which helps providers of long term/post acute care patients (LTPAC) gain a centralized view of patient information to deliver better care. A simple, elegant Web tool, SEE leverages HL7 CDA for meeting Meaningful Use of exchange documents. It gives providers a way easily to access, import, capture, and send patient health information, and generate LTPAC summary documents.

By Liora Alschuler | Jun 11, 2013 | HIT Industry ,  HIT Standards: CDA, FHIR, etc ,  Interoperability ,  Presentations

Naaccr 2013: electronic health record (ehr) data capture: hopes, fears, and dreams.

In her presentation at the 2013 Annual NAACR Conference  Liora Alschuler  calls out the promises of EHR data capture and how templated CDA, plus big data, can help achieve goals for better care, better outcomes, Meaningful Use, incentives.

By Lantana Consulting Group | Jun 11, 2013 | HIT Industry ,  HIT Standards: CDA, FHIR, etc ,  Interoperability ,  Presentations

Naaccr 2013: standard representation of genomic information.

A presentation on the challenges and opportunities of genetic testing in relation to EHRs and cancer registry reporting.

By Lantana Consulting Group | Jun 3, 2013 | HIT Industry ,  HIT Tools & Tips ,  Interoperability ,  Presentations

Himss virtual session with m*modal: closed-loop clinical documentation – an alternative approach to achieving meaningful use of ehrs.

This online HIMSS seminar addresses Meaningful Use compliance and increasing physician adoption of EHRs through better clinical documentation workflows.

By Lantana Consulting Group | May 6, 2013 | HIT Standards: CDA, FHIR, etc ,  Presentations

Harvard school of public health, leadership strategies for information technology in health care: health it standards for effective use and innovation.

This presentation addresses the value of HIT standards to drive data reuse for decision support, quality reporting, and more. Learn about required standards for MU and how best to apply them for maximum benefit.

By Lantana Consulting Group | May 1, 2013 | HIT Industry ,  HIT Standards: CDA, FHIR, etc ,  HIT Tools & Tips ,  Presentations

Hl7 meaningful use stage 2: qrda.

This webinar provides an introduction to Quality Reporting Document Architecture – QRDA, the CDA-based standard for reporting patient quality data for one or more quality measures. Get the big picture on QRDAs, how to create them, and essential helpful tools for QRDAs.

By Lantana Consulting Group | Mar 5, 2013 | HIT Industry ,  HIT Standards: CDA, FHIR, etc ,  Interoperability ,  Presentations

Himss13: the road to meaningful use: an alternate view.

This HIMSS13 Interoperability Showcase session provides an overview of the Health Story Project approach to Meaningful Use – “big data, incrementally structured.”

By Lantana Consulting Group | Jan 18, 2013 | HIT Industry ,  HIT Standards: CDA, FHIR, etc ,  Lantana Projects ,  Presentations

Himss13: streamline quality measurement reporting to meet state and federal requirements.

Dan Pollock, MD (CDC) and Bob Dolin, MD (Lantana) discuss how the National Healthcare Safety Network is applying national standards and an intelligent infrastructure for aggregating, retrieving and distributing information for quality measurement and surveillance of healthcare associated infections.

By Lantana Consulting Group | Oct 27, 2012 | HIT Industry ,  HIT Standards: CDA, FHIR, etc ,  Interoperability ,  Presentations

Amia 2012: end-to-end quality reporting from electronic health records.

Quality reporting landscape and specifications.

By Lantana Consulting Group | Oct 23, 2012 | HIT Standards: CDA, FHIR, etc ,  Presentations ,  Trends, Comments, & Opinions

Americanehr: making standards clinically relevant.

An 8 minute podcast interview with Bob Dolin, MD.

By Liora Alschuler | Jun 12, 2012 | HIT Industry ,  HIT Standards: CDA, FHIR, etc ,  Interoperability ,  Presentations

Himss ehr association: health story project & hl7 c-cda.

Bob Dolin, MD and  Liora Alschuler  speak to the HIMSS EHR Association about how use of HL7 Consolidated CDA supports the Health Story approach and helps meet meaningful use requirements.

By Lantana Consulting Group | Apr 27, 2012 | HIT Industry ,  HIT Standards: CDA, FHIR, etc ,  Interoperability ,  Presentations

End-to-end quality reporting.

Bob Dolin, MD presents the latest on the evolving national interoperability standards for quality reporting.

By Liora Alschuler | Oct 26, 2011 | GreenLantana ,  GreenLantana ,  HIT Industry ,  HIT Standards: CDA, FHIR, etc ,  Interoperability ,  Presentations

2nd annual global healthcare conference: the green revolution in health information technology.

Uncovers environmental impact of electronic health records and a strong tie to standards in the incentive to reduce visits.

By Lantana Consulting Group | Oct 25, 2011 | HIT Industry ,  HIT Standards: CDA, FHIR, etc ,  Interoperability ,  Presentations

Hl7 ambassador series: cda and ccd.

An overview of the HL7 Clinical Document Architecture Release 2.0 (CDA) and the Continuity of Care Document (CCD) standards.

By Lantana Consulting Group | Oct 24, 2011 | GreenLantana ,  HIT Industry ,  HIT Standards: CDA, FHIR, etc ,  Interoperability ,  Presentations

Himss11: greencda and greenccd.

Introduces greenCDA – a strategy that simplifies the creation and processing of a particular CDA implementation guide

By Rick Geimer | May 14, 2009 | HIT Industry ,  HIT Standards: CDA, FHIR, etc ,  Interoperability ,  Presentations

Ihic 2009: multi-stage cda validation.

Describes an approach for using XML Schema and Schematron in a multi-stage validation pipeline

By Lantana Consulting Group | May 14, 2009 | HIT Industry ,  HIT Standards: CDA, FHIR, etc ,  Interoperability ,  Presentations

Ihic 2009: cda development using templates.

Introduces CDA design methods centered on templates, allowing for reusable, consistent and timely development

By Liora Alschuler | Jun 18, 2007 | HIT Industry ,  HIT Standards: CDA, FHIR, etc ,  Interoperability ,  Presentations

Cda4cdt: presentation to the pehrc.

Clinical Document Architecture for Common Document Types: Presentation to the Physician’s EHR Collaborative providing background on the base standard (CDA) and the CDA4CDT project and ways that the practice community can become involved. June 18, 2007

By Liora Alschuler | May 17, 2007 | HIT Industry ,  HIT Standards: CDA, FHIR, etc ,  Interoperability ,  Presentations

Hl7 standards and their application: indexing structured product labeling: clinical and practical approaches using data elements in spl.

Presentation to the Drug Information Association providing context and background on the work of HL7. Theme of the presentation is “it’s all about my Mother” (actually, about the patient). May 17, 2007

By Liora Alschuler | Aug 15, 2006 | HIT Industry ,  HIT Standards: CDA, FHIR, etc ,  Interoperability ,  Presentations

Phr by cda: creating personal health records with the clinical document architecture.

Presentation given to the Microsoft Health Users Group (MS-HUG), Redmond, Washington, August, 2006

By Liora Alschuler | Aug 1, 2006 | HIT Industry ,  Interoperability ,  Presentations

International healthcare interoperabilty conference (7th hl7 international affiliates conference), cologne, germany, august, 2006.

Keynote address given to the HL7 International Affiliates: CDA Around the World (or “The World According to CDA”)

By Liora Alschuler | Jun 15, 2006 | HIT Industry ,  HIT Standards: CDA, FHIR, etc ,  Interoperability ,  Presentations

Blue cross blue shield association, spring technology and architecture workshop.

Blue Cross Blue Shield Association, Spring Technology and Architecture Workshop, St. Louis, “Clinical Document Architecture (CDA) – The Foundation Standard for Clinical Data Exchange”

By Liora Alschuler | Jun 9, 2006 | HIT Industry ,  HIT Standards: CDA, FHIR, etc ,  Interoperability ,  Presentations

Content and interoperability standards panel: hl7 clinical document architecture (cda::ccr::ccd).

A presentation to the CAST/AHIMA Long Term Care Health IT Summit, June 9, 2006, Baltimore, MD

By Liora Alschuler | Feb 6, 2006 | HIT Industry ,  HIT Standards: CDA, FHIR, etc ,  Interoperability ,  Presentations

Continuity of care document (ccd).

A presentation on CCD given at HIMSS in February, 2006.

Clinical Document Architecture (CDA) Release 2.0

A presentation on CDA given at HIMSS in February, 2006.

By Liora Alschuler | Jul 19, 2005 | Interoperability ,  Lantana Projects ,  Presentations

Implementation strategies for success: data use & reuse.

Presentation made July, 2005 to the Advisory Board, Vermont Information Technology Leaders, which is the RHIO-in-formation chartered by the Vermont State Legislature.

MCG Network

Description, key reasons to join mcg network.

MCG Network consultants access the quality and variety of work of a top management consulting firm, with all the benefits of working independently. Some of our people have chosen independent consulting as a career; others work on projects while considering their next career move or preparing to launch their own businesses or projects.

Project variety: Our business model generates a perpetual pipeline of very interesting and high profile opportunities for consultants without business development pressure.

Flexibility: Our model enables consultants to have control over the type and timing of the work they do, as well as the role they play within the team and with our clients.

Leadership: Our leadership consists exclusively of former McKinsey & Company consultants who share similar values and professional standards.

Association: Our consultants are independent, but recognized as a part of the community. Our business model facilitates team collaborations, while connecting with leadership and experts for thoughtful input.

Perspective: We offer our consultants the unique opportunity to gain a perspective on clients from different industries and growth stages, who have typically been underserved by top tier consulting firms.

Reward: We offer a highly competitive financial reward to our consultants, competitive with the compensation available at top-tier management consulting firms.

Key benefits to join MCG In-house

In-house MCG consultants are keen problem-solvers who want to resolve important and interesting business issues. They enjoy working closely with our clients and get great satisfaction from seeing the impact of their work.

Fast track: We employ “up-or-out” system for our in-house consultants, and the velocity of their career growth is not bounded by tenure as is the case most of the top tier consulting firms.

Multiversity: Our model enables even junior consultants to work not only on delivery but to contribute in business origination, firm development, and assets creation.

Force: Our consultants are well trained through the client fields, leadership exposure, and MCG Network multicultural exchange that allows to build unattainable professional skills.

Trendiness: We preach true owner mindset and entrepreneurial spirit that results in the maturity of our consultants, who are highly demanded by the corporate sector–but most of them choose to set up own businesses.

Prosperity: Our consultants are fully self-sufficient society members who are poised for success in any activity they choose to dedicate themselves, and the first steps toward that success is the financial steadiness and the connections we provide.

Personal Involvement: We do not just do business together; our relationships go far beyond mere professional growth. The boutique size of our in-house community provides unparalleled personal support.

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MoSCoW Prioritization

What is moscow prioritization.

MoSCoW prioritization, also known as the MoSCoW method or MoSCoW analysis, is a popular prioritization technique for managing requirements. 

  The acronym MoSCoW represents four categories of initiatives: must-have, should-have, could-have, and won’t-have, or will not have right now. Some companies also use the “W” in MoSCoW to mean “wish.”

What is the History of the MoSCoW Method?

Software development expert Dai Clegg created the MoSCoW method while working at Oracle. He designed the framework to help his team prioritize tasks during development work on product releases.

You can find a detailed account of using MoSCoW prioritization in the Dynamic System Development Method (DSDM) handbook . But because MoSCoW can prioritize tasks within any time-boxed project, teams have adapted the method for a broad range of uses.

How Does MoSCoW Prioritization Work?

Before running a MoSCoW analysis, a few things need to happen. First, key stakeholders and the product team need to get aligned on objectives and prioritization factors. Then, all participants must agree on which initiatives to prioritize.

At this point, your team should also discuss how they will settle any disagreements in prioritization. If you can establish how to resolve disputes before they come up, you can help prevent those disagreements from holding up progress.

Finally, you’ll also want to reach a consensus on what percentage of resources you’d like to allocate to each category.

With the groundwork complete, you may begin determining which category is most appropriate for each initiative. But, first, let’s further break down each category in the MoSCoW method.

Start prioritizing your roadmap

Moscow prioritization categories.

1. Must-have initiatives

As the name suggests, this category consists of initiatives that are “musts” for your team. They represent non-negotiable needs for the project, product, or release in question. For example, if you’re releasing a healthcare application, a must-have initiative may be security functionalities that help maintain compliance.

The “must-have” category requires the team to complete a mandatory task. If you’re unsure about whether something belongs in this category, ask yourself the following.

If the product won’t work without an initiative, or the release becomes useless without it, the initiative is most likely a “must-have.”

2. Should-have initiatives

Should-have initiatives are just a step below must-haves. They are essential to the product, project, or release, but they are not vital. If left out, the product or project still functions. However, the initiatives may add significant value.

“Should-have” initiatives are different from “must-have” initiatives in that they can get scheduled for a future release without impacting the current one. For example, performance improvements, minor bug fixes, or new functionality may be “should-have” initiatives. Without them, the product still works.

3. Could-have initiatives

Another way of describing “could-have” initiatives is nice-to-haves. “Could-have” initiatives are not necessary to the core function of the product. However, compared with “should-have” initiatives, they have a much smaller impact on the outcome if left out.

So, initiatives placed in the “could-have” category are often the first to be deprioritized if a project in the “should-have” or “must-have” category ends up larger than expected.

4. Will not have (this time)

One benefit of the MoSCoW method is that it places several initiatives in the “will-not-have” category. The category can manage expectations about what the team will not include in a specific release (or another timeframe you’re prioritizing).

Placing initiatives in the “will-not-have” category is one way to help prevent scope creep . If initiatives are in this category, the team knows they are not a priority for this specific time frame. 

Some initiatives in the “will-not-have” group will be prioritized in the future, while others are not likely to happen. Some teams decide to differentiate between those by creating a subcategory within this group.

How Can Development Teams Use MoSCoW?

  Although Dai Clegg developed the approach to help prioritize tasks around his team’s limited time, the MoSCoW method also works when a development team faces limitations other than time. For example: 

Prioritize based on budgetary constraints.

What if a development team’s limiting factor is not a deadline but a tight budget imposed by the company? Working with the product managers, the team can use MoSCoW first to decide on the initiatives that represent must-haves and the should-haves. Then, using the development department’s budget as the guide, the team can figure out which items they can complete. 

Prioritize based on the team’s skillsets.

A cross-functional product team might also find itself constrained by the experience and expertise of its developers. If the product roadmap calls for functionality the team does not have the skills to build, this limiting factor will play into scoring those items in their MoSCoW analysis.

Prioritize based on competing needs at the company.

Cross-functional teams can also find themselves constrained by other company priorities. The team wants to make progress on a new product release, but the executive staff has created tight deadlines for further releases in the same timeframe. In this case, the team can use MoSCoW to determine which aspects of their desired release represent must-haves and temporarily backlog everything else.

What Are the Drawbacks of MoSCoW Prioritization?

  Although many product and development teams have prioritized MoSCoW, the approach has potential pitfalls. Here are a few examples.

1. An inconsistent scoring process can lead to tasks placed in the wrong categories.

  One common criticism against MoSCoW is that it does not include an objective methodology for ranking initiatives against each other. Your team will need to bring this methodology to your analysis. The MoSCoW approach works only to ensure that your team applies a consistent scoring system for all initiatives.

Pro tip: One proven method is weighted scoring, where your team measures each initiative on your backlog against a standard set of cost and benefit criteria. You can use the weighted scoring approach in ProductPlan’s roadmap app .

2. Not including all relevant stakeholders can lead to items placed in the wrong categories.

To know which of your team’s initiatives represent must-haves for your product and which are merely should-haves, you will need as much context as possible.

For example, you might need someone from your sales team to let you know how important (or unimportant) prospective buyers view a proposed new feature.

One pitfall of the MoSCoW method is that you could make poor decisions about where to slot each initiative unless your team receives input from all relevant stakeholders. 

3. Team bias for (or against) initiatives can undermine MoSCoW’s effectiveness.

Because MoSCoW does not include an objective scoring method, your team members can fall victim to their own opinions about certain initiatives. 

One risk of using MoSCoW prioritization is that a team can mistakenly think MoSCoW itself represents an objective way of measuring the items on their list. They discuss an initiative, agree that it is a “should have,” and move on to the next.

But your team will also need an objective and consistent framework for ranking all initiatives. That is the only way to minimize your team’s biases in favor of items or against them.

When Do You Use the MoSCoW Method for Prioritization?

MoSCoW prioritization is effective for teams that want to include representatives from the whole organization in their process. You can capture a broader perspective by involving participants from various functional departments.

Another reason you may want to use MoSCoW prioritization is it allows your team to determine how much effort goes into each category. Therefore, you can ensure you’re delivering a good variety of initiatives in each release.

What Are Best Practices for Using MoSCoW Prioritization?

If you’re considering giving MoSCoW prioritization a try, here are a few steps to keep in mind. Incorporating these into your process will help your team gain more value from the MoSCoW method.

1. Choose an objective ranking or scoring system.

Remember, MoSCoW helps your team group items into the appropriate buckets—from must-have items down to your longer-term wish list. But MoSCoW itself doesn’t help you determine which item belongs in which category.

You will need a separate ranking methodology. You can choose from many, such as:

• Weighted scoring
• Value vs. complexity
• Buy-a-feature
• Opportunity scoring

For help finding the best scoring methodology for your team, check out ProductPlan’s article: 7 strategies to choose the best features for your product .

2. Seek input from all key stakeholders.

To make sure you’re placing each initiative into the right bucket—must-have, should-have, could-have, or won’t-have—your team needs context. 

At the beginning of your MoSCoW method, your team should consider which stakeholders can provide valuable context and insights. Sales? Customer success? The executive staff? Product managers in another area of your business? Include them in your initiative scoring process if you think they can help you see opportunities or threats your team might miss. 

3. Share your MoSCoW process across your organization.

MoSCoW gives your team a tangible way to show your organization prioritizing initiatives for your products or projects. 

The method can help you build company-wide consensus for your work, or at least help you show stakeholders why you made the decisions you did.

Communicating your team’s prioritization strategy also helps you set expectations across the business. When they see your methodology for choosing one initiative over another, stakeholders in other departments will understand that your team has thought through and weighed all decisions you’ve made. 

If any stakeholders have an issue with one of your decisions, they will understand that they can’t simply complain—they’ll need to present you with evidence to alter your course of action.  

Related Terms

2×2 prioritization matrix / Eisenhower matrix / DACI decision-making framework / ICE scoring model / RICE scoring model

Prioritizing your roadmap using our guide

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