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Consulting Toolkits

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BRIDGEPOINT FINANCE
BRIDGEPOINT FINANCE / BUSINESS TOOLS

Consulting toolkits

Practical working documents for the decisions your business is making now.

Browse the collection

Browse the collection

Practical working documents for the decisions your business is making now.

Strategy & planning

Founders, executives and strategy teams

9 components
Choice map slide, fictional exampleMarket pressure slide, fictional exampleGrowth routes slide, fictional example

Illustrative previews with fictional data. Your toolkit is generated for your business.

Turn direction into a plan people can act on.

WordPowerPointExcel
Open toolkit

Financial planning

Business owners, finance teams and analysts

9 components
Three-statement view slide, fictional exampleCash timing slide, fictional exampleBudget vs plan slide, fictional example

Illustrative previews with fictional data. Your toolkit is generated for your business.

Build a financial view from your own assumptions.

ExcelWord
Open toolkit

Fundraising & investment

Startups, social ventures and nonprofit teams

9 components
Funding story slide, fictional exampleUse of funds slide, fictional exampleOwnership snapshot slide, fictional example

Illustrative previews with fictional data. Your toolkit is generated for your business.

Make a clear, consistent case for support.

PowerPointWordExcel
Open toolkit

Operations excellence

Operations leaders, team leads and process owners

9 components
Service hand-offs slide, fictional example5S work area slide, fictional exampleDMAIC charter slide, fictional example

Illustrative previews with fictional data. Your toolkit is generated for your business.

Make everyday work clearer, safer and easier to improve.

PowerPointWordExcel
Open toolkit

Project delivery

Project managers, delivery teams and sponsors

9 components
Project charter slide, fictional exampleDelivery timeline slide, fictional exampleDecision ownership slide, fictional example

Illustrative previews with fictional data. Your toolkit is generated for your business.

Give every project a shared path from kickoff to close.

WordExcelPowerPoint
Open toolkit

NGO impact & learning

NGOs, community programs and grant teams

9 components
Results pathway slide, fictional exampleChange pathway slide, fictional exampleIndicator register slide, fictional example

Illustrative previews with fictional data. Your toolkit is generated for your business.

Connect activities to evidence, learning and accountability.

ExcelPowerPointWord
Open toolkit

Marketing & sales

Marketing leads, founders and sales teams

9 components
Audience to action slide, fictional exampleBuyer snapshot slide, fictional examplePricing choice slide, fictional example

Illustrative previews with fictional data. Your toolkit is generated for your business.

Move from audience insight to measurable growth.

WordPowerPointExcel
Open toolkit

Customer experience

Customer experience, service and product teams

9 components
Customer journey slide, fictional exampleCustomer needs slide, fictional exampleFeedback pulse slide, fictional example

Illustrative previews with fictional data. Your toolkit is generated for your business.

See the service through the customer’s eyes.

PowerPointExcelWord
Open toolkit

People & HR

People leaders, HR teams and growing organizations

9 components
Team structure slide, fictional exampleCapability map slide, fictional exampleGrowth conversation slide, fictional example

Illustrative previews with fictional data. Your toolkit is generated for your business.

Build a fair, clear experience across the employee journey.

PowerPointWordExcel
Open toolkit

Change & digital transformation

Transformation leads, IT teams and business sponsors

9 components
Stakeholder map slide, fictional exampleAdoption pulse slide, fictional exampleChange roadmap slide, fictional example

Illustrative previews with fictional data. Your toolkit is generated for your business.

Move change from announcement to adoption.

ExcelPowerPointWord
Open toolkit

Risk & governance

Boards, risk owners and compliance teams

9 components
Risk heat map slide, fictional exampleControl framework slide, fictional exampleCompliance calendar slide, fictional example

Illustrative previews with fictional data. Your toolkit is generated for your business.

Make oversight practical, visible and actionable.

PowerPointExcelWord
Open toolkit

Entrepreneur & startup

Entrepreneurs, early-stage teams and small businesses

9 components
Lean canvas slide, fictional exampleMarket sizing slide, fictional exampleStartup budget slide, fictional example

Illustrative previews with fictional data. Your toolkit is generated for your business.

Turn an early idea into a grounded launch plan.

WordExcel
Open toolkit

Your toolkit folders

Browse every toolkit freely. Sign in to generate documents and keep your files together.

Your toolkit folders appear here when you sign in

Browse every toolkit freely. Sign in to generate documents and keep your files together.

  1. Sign in or start a free trial
  2. Choose a toolkit, complete the details and generate a component
  3. Download your Office file from its folder here
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