Consulting Deliverables

Explore the core consulting deliverables that power strategy execution, client transformation, and operational performance across the VelorStrategy platform.

From strategic roadmaps to operational playbooks, this workspace helps you create, manage, and deliver high-impact consulting outputs. Use these deliverables to structure engagements, align stakeholders, and drive measurable outcomes—supported by AI-powered tools like Velora and seamless collaboration via the Stratenity ecosystem.

📂 Templates vs. 📦 Deliverables

Understand the distinction between reusable consulting templates and client-facing deliverables. Use this clarity to improve workflow, consistency, and value delivery in every engagement.

Aspect Templates 🧩 Deliverables 📦
Purpose Frameworks for building structured outputs Finalized, client-facing documents
Timing Used during planning and execution Produced during or at end of project phases
Ownership Internal to consultant/team Shared with or delivered to client
Examples Kickoff agendas, discovery intake forms, strategy canvases GTM roadmap, stakeholder briefing, diagnostic report
Reusability Reusable and customizable Unique and tailored per project

How to Use Templates Effectively

Tip: On VelorStrategy, use templates to accelerate internal work and build strong, consistent deliverables that create real client impact.

📂 Browse Templates

📚 Consulting Library

Explore curated libraries of consulting tools to support your client engagements across management and strategy domains. Whether you're planning operations, shaping vision, or building transformation roadmaps—these categories help you get started fast and deliver with clarity.

Browse each category to find structured frameworks, reusable formats, and editable components organized by consulting function.

Management Consulting Library

📌 Strategic & Business Planning
Pitch Decks
  • Purpose: Communicate business vision to investors or stakeholders.
  • What It Includes: Problem, solution, market, model, traction, team, ask.
  • When To Use: Fundraising, partnerships, strategic introductions.
  • Format: Slide deck (PDF or PowerPoint).
Business Plans
  • Purpose: Define business strategy and operations over time.
  • What It Includes: Vision, market, product, operations, financials.
  • When To Use: Early-stage planning, investor due diligence, internal alignment.
  • Format: Document (Word or PDF).
Strategic Roadmaps
  • Purpose: Visualize long-term strategic initiatives.
  • What It Includes: Milestones, goals, timelines, owners.
  • When To Use: After strategy formulation to guide execution.
  • Format: Gantt chart, timeline graphic, or slide.
SWOT Analyses
  • Purpose: Assess internal strengths/weaknesses and external opportunities/threats.
  • What It Includes: 2x2 matrix with analysis per quadrant.
  • When To Use: Strategy planning, competitive reviews, quarterly reviews.
  • Format: Slide, matrix graphic, or worksheet.
Feasibility Studies
  • Purpose: Evaluate whether an idea is practical and viable.
  • What It Includes: Technical, financial, operational, and legal assessments.
  • When To Use: Before launching a new product, project, or market entry.
  • Format: Analytical report or decision memo.
Transformation Blueprints
  • Purpose: Guide major organizational or business model shifts.
  • What It Includes: Current state, future vision, capability gaps, sequencing.
  • When To Use: Strategic pivots, digital transformations, reorganizations.
  • Format: Slide deck or master plan document.
Reports
  • Purpose: Document and present analysis or insights.
  • What It Includes: Data analysis, key findings, recommendations.
  • When To Use: At project milestones or conclusion.
  • Format: Formal document or PDF summary.
Case Studies
  • Purpose: Showcase past success stories and results.
  • What It Includes: Context, problem, solution, results.
  • When To Use: Marketing, credibility building, sales collateral.
  • Format: 1–2 page summary or slide format.
⚙️ Operational Tools & Execution
Operational Playbooks
  • Purpose: Standardize execution across teams and functions.
  • What It Includes: Step-by-step procedures, tools, templates, escalation paths.
  • When To Use: For onboarding, scaling, or managing key operations.
  • Format: PDF, slide deck, or interactive document.
Process Maps
  • Purpose: Visualize workflows to improve clarity and efficiency.
  • What It Includes: Flow diagrams, inputs/outputs, decision points.
  • When To Use: During process redesign, automation, or training.
  • Format: Flowchart (Visio, Lucidchart, or PDF).
Implementation Plans
  • Purpose: Guide the rollout of new initiatives or systems.
  • What It Includes: Objectives, milestones, timelines, responsible owners.
  • When To Use: After approval of strategy or solution design.
  • Format: Timeline, Gantt chart, or detailed document.
Benchmarking Analyses
  • Purpose: Compare performance against peers or best-in-class standards.
  • What It Includes: KPIs, industry metrics, gap analysis.
  • When To Use: During performance assessments or transformation efforts.
  • Format: Analytical report or scorecard.
Workshops & Trainings
  • Purpose: Build capabilities and align teams on new skills or processes.
  • What It Includes: Agenda, exercises, facilitator guides, learning materials.
  • When To Use: During rollouts, change initiatives, or team development.
  • Format: Slide decks, handouts, or virtual sessions.
Journey Maps
  • Purpose: Understand the end-to-end experience of a user or customer.
  • What It Includes: Phases, touchpoints, emotions, pain points.
  • When To Use: During service design or user-centered innovation.
  • Format: Visual map (PDF or design tool).
Meeting Summaries & Memos
  • Purpose: Capture key decisions, actions, and discussion points.
  • What It Includes: Attendees, agenda, highlights, next steps.
  • When To Use: After client, internal, or steering meetings.
  • Format: Written memo (Word, PDF, or email).
Policy & Procedure Docs
  • Purpose: Define official rules and operating procedures.
  • What It Includes: Policies, procedures, roles, compliance guidelines.
  • When To Use: For risk mitigation, standardization, or compliance audits.
  • Format: Document format with version control (PDF, Word).
👥 Organization, People & Change
Org Charts & Role Designs
  • Purpose: Visualize structure and define role responsibilities.
  • What It Includes: Reporting lines, team functions, job scopes, role descriptions.
  • When To Use: During restructuring, scaling, or HR planning.
  • Format: Diagram (PDF, PowerPoint, or visual builder).
Change Management Plans
  • Purpose: Guide the organization through transformation or adoption.
  • What It Includes: Stakeholder analysis, communication plan, training, readiness.
  • When To Use: Before and during any major change initiative.
  • Format: Structured document or rollout slide plan.
Stakeholder Maps
  • Purpose: Identify and analyze influence, interest, and engagement needs.
  • What It Includes: Stakeholder groups, power-interest matrix, engagement strategy.
  • When To Use: Before launches, reorganizations, or large projects.
  • Format: Matrix or visual chart (PDF, slides).
Client Briefing Notes
  • Purpose: Summarize key points and prep material for client meetings.
  • What It Includes: Objectives, talking points, context, background insights.
  • When To Use: Before executive meetings or stakeholder sessions.
  • Format: 1–2 page document or slide brief.
Scorecards & KPIs
  • Purpose: Measure performance across goals and key initiatives.
  • What It Includes: KPIs, targets, results, traffic-light status.
  • When To Use: During ongoing performance tracking and reporting cycles.
  • Format: Dashboard, spreadsheet, or visual scorecard.
Governance Frameworks
  • Purpose: Define decision-making, roles, and oversight structures.
  • What It Includes: Committees, roles, escalation paths, policies.
  • When To Use: In corporate, cross-functional, or regulatory settings.
  • Format: Structured document or policy deck.
Contracts
  • Purpose: Formalize agreements between parties with legal standing.
  • What It Includes: Terms, scope, responsibilities, deliverables, legal clauses.
  • When To Use: Before starting projects, partnerships, or paid engagements.
  • Format: Legal document (Word or PDF with signatures).
📊 Financials, Risk & Market Research
Financials
  • Purpose: Track and analyze a business's financial health and performance.
  • What It Includes: Income statement, balance sheet, cash flow forecast, budgets.
  • When To Use: For reporting, decision-making, fundraising, or planning.
  • Format: Spreadsheet models or finance decks (Excel, PDF, Slides).
Due Diligence Reports
  • Purpose: Assess the viability, risks, and integrity of a target company or initiative.
  • What It Includes: Legal, financial, operational, and strategic review findings.
  • When To Use: Prior to M&A, investment, or partnership decisions.
  • Format: Formal assessment report or executive summary.
Risk Assessments
  • Purpose: Identify, prioritize, and mitigate threats to objectives or operations.
  • What It Includes: Risk matrix, impact/probability ratings, mitigation actions.
  • When To Use: During project planning, audits, or regulatory reviews.
  • Format: Risk register or heat map in PDF/Excel/Slides.
Market Research
  • Purpose: Understand industry trends, customer needs, and market dynamics.
  • What It Includes: Competitive data, customer insights, segmentation, demand analysis.
  • When To Use: Before entering new markets, launching products, or refining positioning.
  • Format: Insight report, charts, or slide deck.
Governance Frameworks
  • Purpose: Ensure accountability, oversight, and control across the organization.
  • What It Includes: Roles, decision rights, policies, oversight mechanisms.
  • When To Use: In regulated industries, board structures, or cross-functional programs.
  • Format: Documented model or executive presentation.
Policy & Procedure Docs
  • Purpose: Standardize business conduct and internal operations.
  • What It Includes: Operational policies, step-by-step procedures, compliance rules.
  • When To Use: For onboarding, audits, internal controls, or compliance programs.
  • Format: Internal documentation (PDF/Word) with version control.

Strategy Consulting Library

🎯 Core Strategy & Vision
Strategic Roadmaps
  • Purpose: Lay out the long-term plan for strategic goals and initiatives.
  • What It Includes: Milestones, timelines, dependencies, KPIs, ownership.
  • When To Use: After strategy design to guide sequencing and execution.
  • Format: Timeline chart, Gantt-style roadmap, or strategic slide deck.
Vision & Mission Statements
  • Purpose: Define the organization’s purpose and long-term aspirations.
  • What It Includes: Vision statement, mission statement, core values.
  • When To Use: During strategic repositioning, branding, or early-stage formation.
  • Format: Written statements or branded visuals.
Growth Strategy Plans
  • Purpose: Define the approach to scaling revenue, reach, and operations.
  • What It Includes: Market priorities, growth levers, channel strategy, expansion roadmap.
  • When To Use: During business model expansion, investment rounds, or scale-up phases.
  • Format: Strategy memo, growth slide deck, or visual model.
Transformation Blueprints
  • Purpose: Design and plan significant organizational or business change.
  • What It Includes: Current vs. future state, key enablers, change architecture, priorities.
  • When To Use: For digital transformations, restructures, or strategic shifts.
  • Format: Slide deck, blueprint diagram, or phased plan.
Strategic Initiative Charters
  • Purpose: Establish clarity and alignment around individual initiatives.
  • What It Includes: Objectives, scope, timeline, budget, success criteria.
  • When To Use: To launch large-scale strategic programs or key projects.
  • Format: One-pager or charter document (PDF, slide, or form).
Strategic Alignment Audits
  • Purpose: Assess how well actions and structures support strategic goals.
  • What It Includes: Gap analysis, executive interviews, alignment diagnostics.
  • When To Use: During major reviews, pivots, or after performance plateaus.
  • Format: Diagnostic report or audit scorecard.
🌍 Market, Competition & Entry
Market Entry Strategies
  • Purpose: Define how to enter a new geographic, sector, or customer market.
  • What It Includes: Entry modes, market sizing, regulatory barriers, partner options.
  • When To Use: Before international expansion or launching into new verticals.
  • Format: Strategy document or entry plan deck.
Competitive Landscape Analyses
  • Purpose: Understand how your offering compares in the current market.
  • What It Includes: Competitor matrix, differentiators, threats, market share data.
  • When To Use: During strategy design, product positioning, or market validation.
  • Format: Slide deck, matrix chart, or benchmarking report.
Go-To-Market Plans
  • Purpose: Provide a tactical approach to launch and sell a product or service.
  • What It Includes: Channels, messaging, launch sequence, sales enablement.
  • When To Use: For new product launches or relaunches in target markets.
  • Format: GTM slide deck or integrated launch plan.
Customer Segmentation Maps
  • Purpose: Identify and prioritize key customer groups based on behavior and value.
  • What It Includes: Segmentation model, personas, needs analysis, value tiers.
  • When To Use: In marketing strategy, product tailoring, or pricing design.
  • Format: Persona cards, visual maps, or matrix breakdown.
Pricing Strategy Recommendations
  • Purpose: Determine optimal pricing models to maximize value and competitiveness.
  • What It Includes: Cost/benefit analysis, pricing tiers, competitor comparison.
  • When To Use: Pre-launch, during revenue modeling, or after product-market fit.
  • Format: Pricing model spreadsheet or strategy memo.
PESTEL Analyses
  • Purpose: Analyze external macro-environmental factors affecting strategy.
  • What It Includes: Political, Economic, Social, Technological, Environmental, Legal factors.
  • When To Use: In early strategic planning or when entering complex/regional markets.
  • Format: Matrix or summary analysis report.
📊 Models, Portfolios & Performance
Business Model Canvases
  • Purpose: Visualize how a business creates, delivers, and captures value.
  • What It Includes: Key partners, activities, value propositions, customers, revenues, and costs.
  • When To Use: In startup planning, business transformation, or innovation design.
  • Format: One-page canvas (PDF or editable template).
Portfolio Strategy Reports
  • Purpose: Evaluate and optimize the mix of initiatives, products, or investments.
  • What It Includes: Portfolio map, priority matrix, value vs. risk analysis.
  • When To Use: During resource allocation, restructuring, or roadmap planning.
  • Format: Slide deck or summary report.
Capability Gap Analyses
  • Purpose: Identify gaps between current and required capabilities for execution.
  • What It Includes: Skills, tools, processes, maturity benchmarks.
  • When To Use: In transformation projects or performance improvement programs.
  • Format: Diagnostic table or slide report.
Value Chain Analyses
  • Purpose: Break down the activities that add value across operations.
  • What It Includes: Primary/support activities, cost drivers, differentiation levers.
  • When To Use: During operations strategy, sourcing, or efficiency planning.
  • Format: Visual diagram or annotated slide.
OKR Frameworks
  • Purpose: Set and align organizational objectives with measurable outcomes.
  • What It Includes: Objectives, Key Results, timeframes, owners.
  • When To Use: For quarterly alignment, agile execution, or goal tracking.
  • Format: OKR tracking sheet or live dashboard.
Balanced Scorecards
  • Purpose: Translate vision and strategy into actionable metrics across four perspectives.
  • What It Includes: Financial, customer, internal process, learning/growth KPIs.
  • When To Use: For strategic alignment and performance monitoring.
  • Format: Scorecard report, visual dashboard, or presentation.
📁 Scenarios, Briefings & Stakeholders
Scenario Planning Documents
  • Purpose: Prepare for possible futures by analyzing multiple business conditions.
  • What It Includes: Assumptions, best/worst case outcomes, triggers, implications.
  • When To Use: During uncertainty, crisis management, or long-term strategic planning.
  • Format: Narrative report or visualized scenario matrix.
Executive Briefing Packs
  • Purpose: Summarize key insights and decisions for leadership audiences.
  • What It Includes: Situation overview, data insights, options, recommendations.
  • When To Use: Before board meetings, strategy sessions, or C-suite updates.
  • Format: Slide deck or concise briefing memo.
M&A Strategy Decks
  • Purpose: Define rationale, targets, and integration plans for acquisitions or mergers.
  • What It Includes: Synergies, valuation, risks, integration roadmap.
  • When To Use: During due diligence, investor prep, or pre-close strategy discussions.
  • Format: Confidential slide deck or summary brief.
Board Presentation Decks
  • Purpose: Present progress, decisions, and strategic updates to the board of directors.
  • What It Includes: Financials, KPIs, strategic updates, recommendations, risks.
  • When To Use: During quarterly or annual board review meetings.
  • Format: Professional slide presentation (PowerPoint or PDF).
Innovation Pipeline Reports
  • Purpose: Track and prioritize innovative ideas from ideation to execution.
  • What It Includes: Idea funnel, prioritization criteria, stage-gate status, ROI forecast.
  • When To Use: In R&D, product innovation, or growth planning cycles.
  • Format: Dashboard or report document.
Stakeholder Engagement Strategies
  • Purpose: Build and maintain alignment with key internal and external stakeholders.
  • What It Includes: Influence matrix, communication plan, engagement actions.
  • When To Use: For major initiatives, change programs, or cross-functional efforts.
  • Format: Strategy brief or slide deck.
SWOT Analyses
  • Purpose: Identify strategic Strengths, Weaknesses, Opportunities, and Threats.
  • What It Includes: 2x2 matrix with internal/external factors and insight commentary.
  • When To Use: In early strategy phases, competitive reviews, or business planning.
  • Format: Matrix diagram or strategic slide.

📦 VelorStrategy Standardized Consulting Deliverables

Use this structured set of deliverables to ensure clarity, consistency, and value across every client engagement. These outputs represent VelorStrategy’s recommended best practices by phase.

🔹 Phase 1: Engagement Kickoff & Planning

  • Kickoff Brief: Purpose, scope, timeline, context
  • Project Charter: Roles, stakeholders, objectives, governance
  • Initial Stakeholder Map: Influencers and impacted parties
  • Engagement Workplan: Week-by-week roadmap with milestones
  • Diagnostic Plan: Methods, targets, and inputs for discovery

🔹 Phase 2: Discovery & Analysis

  • Current State Assessment: Snapshot of existing performance and structure
  • Interview Summary Deck: Themes, quotes, and patterns
  • Gap Analysis: What’s missing or underperforming
  • Root Cause Map: Drivers behind bottlenecks or pain points
  • Opportunity Areas Framework: Categorized problem spaces or themes

🔹 Phase 3: Strategic Recommendation

  • Preliminary Recommendations Memo: Early ideas and interventions
  • Strategic Framework Slide: Visual logic for solution design
  • Value Hypothesis: Expected outcomes and why it matters
  • Options & Tradeoffs Deck: Alternatives with pros/cons
  • Prioritization Matrix: What to do first and why

🔹 Phase 4: Solution Design & Execution Planning

  • Execution Roadmap: Activities, owners, sequencing
  • Implementation Playbook: Guidance by task or team
  • RACI or Role Map: Ownership and accountability
  • Tools & Enablers List: Systems, tech, or support required
  • Comms & Change Plan: Stakeholder engagement and alignment

🔹 Phase 5: Final Deliverables & Handoff

  • Final Strategy Report: Complete summary of work and insights
  • Client Presentation Deck: Visual readout of key outcomes
  • Executive Summary Brief: Top-line readout for senior sponsors
  • Value Realization Plan: Metrics and ownership for success
  • Post-Engagement Guidance: Recommended next steps and watchouts

🛠️ Supporting Materials (Throughout)

  • Check-in Summaries
  • Workshop Agendas & Outputs
  • Templates & Working Docs
  • Data Snapshots & Dashboards
  • Client Feedback Logs

📝 Generate a Strategic Insights for Deliverables

Use Velora to create high-quality insights for your deliverables including milestone summaries, strategic recommendations, stakeholder briefs, and more.

🧾 Deliverables Work Area

Draft, outline, and structure key deliverables for your client engagements here. Notes are saved locally per user.

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