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Value Creation Plan Kit – the 100-day CEO deck

Every new CEO in a PE-backed company owes the board a value creation plan. This kit gives you the storyline, the 16 slides and the rules that make the numbers hold.

CHF 490

one-time · company licence · Try the free sample first · Instant download

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Free sample

By purchasing you accept our terms and licence. Payments processed by Paddle.

Example slide Executive Summary: starting point, levers, core KPIs and financials on one page

Five investor questions, in order

  1. Where do we start?
  2. How much value?
  3. How do we create it?
  4. How certain is it?
  5. How do we deliver?
Cover slide Value Creation Plan 2026–2028
Cover
Contents slide: the plan in five questions
Contents
Example slide Executive Summary: starting point, levers, core KPIs and financials on one page
Executive Summary
Example slide Starting Point: five structural issues with target state and proof point
Starting Point
Example slide Revenue Bridge: revenue bridge from FY2025 actual to FY2028 plan, base erosion as its own bar
Revenue Bridge
Example slide EBITDA Bridge: EBITDA bridge by lever with owner, confidence and risk-weighted result
EBITDA Bridge
Example slide Lever 1 Commercial excellence: targets, KPIs and EBITDA contribution
Lever 1: Commercial
Example slide Lever 2 Operational efficiency: targets, KPIs and EBITDA contribution
Lever 2: Operations
Example slide Lever 3 Product and technology: targets, KPIs and EBITDA contribution
Lever 3: Product & Technology
Example slide Lever 4 Organisation: targets, KPIs and EBITDA contribution
Lever 4: Organisation
Example slide Lever 5 Governance: targets, KPIs and EBITDA contribution
Lever 5: Governance
Example slide Scenarios: budget plus downside, central and stretch case with funding need
Scenarios
Example slide Market Deep Dive: thesis, evidence and response for the key market shift
Market Deep Dive
Example slide Execution House: three CEO pillars for the half-year and what holds them up
Execution House
Example slide Next 100 Days: fifteen actions by lever with owner and date
Next 100 Days
Example slide Risks and Preconditions: EBITDA risks with likelihood and mitigation
Risks and Preconditions

Built to survive investor scrutiny

  • Base erosion shown as its own bar
  • Risk-weighted EBITDA next to the plan number
  • One funding line per scenario
  • Every lever with one owner, one EBITDA contribution and one confidence rating

What you get

  • PDF guide (16 pages): storyline, working with the data model, Excel to PowerPoint, branding to your CI, one page per slide
  • Excel data model: start page, base figures, revenue and EBITDA bridges, levers, scenarios, risks, checks dashboard
  • Example deck (.pptx): 16 slides for a fictional company
  • Template deck (.pptx, 16:9): 16 editable slides with native charts, rules in the speaker notes, plus a “Make it yours” slide
Guide page Revenue Bridge: four build steps, common mistakes and a checklist
PDF guide
Start sheet of the Value Creation Plan Kit Excel data model: four steps, checks status and sheet overview
Excel data model

Make it yours

Colours and fonts sit in the theme, logo and footer on the slide master. Change them once and every slide follows. All charts are native PowerPoint charts, including the waterfall bridges: right-click › Edit Data, paste the values from the data model, done.

The same Segment Performance slide twice: left in the cturn theme in blue, right with changed theme colours in green and a different heading font
Same slide, two themes – only theme colours and heading font changed.

Who it is for

  • CEOs in their first 100 days
  • CEOs resetting a plan mid-holding period
  • Operating Partners onboarding a new management team

Frequently asked questions

Which software do I need?

PowerPoint and Excel 2016 or later on Windows or Mac; Microsoft 365 recommended. The waterfall charts are native PowerPoint charts. Older versions, Keynote and Google Slides may show them as a picture only.

Can I adapt the templates to our corporate design?

Yes. Change colours, fonts, logo and footer in one place and every slide follows. The guide shows it step by step. If you already have a corporate template, paste the slides with “Use Destination Theme”.

Are the charts editable?

Yes. All charts are native PowerPoint charts, including the waterfall bridges. Right-click › Edit Data and paste the values from the data model.

Who may use the files?

One purchase covers one company, including all its employees. Advisers may use them for client work. Reselling or redistributing the templates is not allowed.

Is the example data real?

No. All example data is fictional and consistent across slides.

How do I pay and get an invoice?

Checkout runs through Paddle, our merchant of record. Paddle handles payment, VAT and the invoice. In checkout you can add your company name and VAT number, and the invoice is issued to your company.

Can I get a refund?

If files are faulty, we replace them or refund the price. Details and statutory withdrawal rights: see Refunds.

CHF 490

one-time · company licence · Try the free sample first · Instant download

Buy now
Free sample

By purchasing you accept our terms and licence. Payments processed by Paddle.

Together with the Boardroom Essentials as a bundle for CHF 590 – you save CHF 190.