Sage

Deck types / Consulting

Consulting

A consulting deck argues from evidence to recommendation. The reader should be able to skim only the headlines and follow the whole case.

The structure

  1. 1

    Executive summary

    The answer first: situation, complication, recommendation.

  2. 2

    Situation

    Where the client stands, in their numbers.

  3. 3

    Key findings

    One finding per slide, headline as the claim, body as the proof.

  4. 4

    Analysis

    The frameworks and data behind each finding.

  5. 5

    Options

    The paths considered, scored on the same criteria.

  6. 6

    Recommendation

    The chosen path and why it beats the others.

  7. 7

    Roadmap

    Phases, owners, and dates.

  8. 8

    Risks

    What could break and the mitigation for each.

  9. 9

    Appendix

    The backup that survives the Q&A.

Generate one from a template

Designers publish consulting templates on Sage with this structure built in. Bring your sources; your agent writes to the designer's instructions.