Consulting notes

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Courtesy of DALL-E 2, prompt: aerial view of Gypsophila paniculata on a white backdrop
Aristotle believed the purpose of consulting was to achieve happiness, which definitely comes from money. Nietzsche on the other hand believed the purpose of consulting was to endure suffering, which definitely comes from making slides.
- Lisa 5:13-16
Jokes aside, I will be documenting my casing workshop with Stanford/Caltech/UCLA consultants starting this week onward. To be kept accountable, here is the schedule for the consequent weeks. 

Week#

Date

Topics/Notes

Section 1: Business Fundamentals

1

03/08/23

Course Introduction

Business Fundamentals

  • Business, Value & Market

  • Performance & Growth

  • Accounting, Finance & Investment

Section 2: Analytical Frameworks – The Training Wheel

2

03/15/23

Root-cause and Turnaround

  • Profitability and Market Share

  • Macroscopic and microscopic analysis

3

03/22/23

Market Entry

  • Yes or no?  vs.  How to enter?

  • Opportunity Assessment and Operational Changes

  • Issue tree (BCG style)

4

03/29/23

M&A and PE Investment

  • Strategic analysis

  • Conceptual framework (McKinsey style)

5

04/05/23

Non-traditional Cases

  • Relevance

  • Approaches

  • Types

Section 3: Case Fundamentals – Cracking Before Crafting

6

04/12/23

Case Fundamentals: Analysis

  • Information Input

  • Processing (Quantitative & Qualitative)

  • Output & Next-step

7

04/19/23

Case Fundamentals: Chart/Exhibit Reading

  • How to Read Different Types of Exhibits

  • Analyze & Draw Insights

  • How to Move Forward

8

04/26/23

Case Fundamentals: Market Sizing and Estimation

  • Defining the target,  structure your approach

  • Making assumptions, math and sanity check

9

05/03/23

Case Fundamentals: Brainstorming and Framework

  • How to develop an insightful framework? 

  • Imagining the landscape and generating hypotheses 

10

05/10/23

Case Fundamentals: Delivery

  • General tips

  • Structuring

  • Confidence / Pressure test

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