Templates & Consulting Toolkit

The Consulting Toolkit.
Ready to Use.

A growing library of analytical frameworks, Excel models, Python notebooks, and AI prompt libraries — built the way MBB firms structure their work, designed for practitioners who need to get things done.

Observer — Free
Selected templates — download directly
Practitioner — Member
Full library · All templates · All formats
Enterprise
Custom templates + onboarding included in advisory engagement

Supply Chain Templates

Demand Forecasting Model

Excel + Python. SES, Holt-Winters, MAPE tracking.

Safety Stock Calculator

EOQ, ROP, dual-variability safety stock formula.

S&OP Process Template

5-step cycle structure, decision log, consensus tracker.

Network Design Scenario Model

DC location trade-off analysis, cost modelling.

ABC-XYZ Segmentation Tool

Pareto analysis + demand variability classification.

SC KPI Dashboard

OTIF, inventory turns, C2C cycle. Excel + Power BI.

Optimization Templates

Facility Location Optimizer

Python / PuLP MILP model. Center-of-gravity + binary LP.

Multi-Echelon Inventory Optimizer

Echelon safety stock with risk pooling calculations.

Production Scheduling Model

Finite capacity LP, sequence optimization, OEE tracking.

Route Optimization Starter

OR-Tools vehicle routing template with constraints.

AI & Analytics Templates

AI Prompt Library for SC Analysts

100+ structured prompts for supply chain analysis and S&OP.

RAG Pipeline Template

Domain knowledge base setup for Claude / OpenAI APIs.

Agentic Workflow Blueprint

Multi-step agent design pattern for SC decision support.

Data Quality Assessment

Checklist for ML-readiness of supply chain datasets.

Consulting Frameworks

Issue Tree Templates

MECE-structured breakdowns for SC, commercial, and ops problems.

Hypothesis-Driven Analysis

Structured framework for analytics-to-recommendation flow.

Stakeholder Communication Template

Executive summary format, storyboard, and slide structure.

SC Diagnostic Framework

End-to-end supply chain assessment with scoring rubric.

Access the Full Toolkit

Practitioner members get full access to the entire library — all templates, all formats, updated monthly.