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  • Tool ID: 6024
  • Author: OliiR Academy

McKinsey 9 Box

Score business units on Industry Attractiveness × Competitive Position. Tool maps each to one of five strategic boxes — Invest, Selective Growth, Selectivity, Harvest, Divest.
$0.00
  • Tool ID: 6024
  • Author: OliiR Academy

Tool's Overview

  • Multi-brand or multi-category businesses cannot fund every initiative equally
  • Resource allocation drifts without an objective portfolio lens
  • Sales and Marketing argue for their preferred businesses without structured comparison
  • Investors and boards expect to see portfolio rationalisation logic

What This Tool Does

  • 3 × 3 portfolio matrix — Industry Attractiveness × Competitive Position
  • Auto-assignment to one of five strategic boxes
  • Strategic playbook lookup per box
  • Up to 12 business units / categories / brands scored
  • Objective comparison across portfolio
  • Input to capital allocation discussions

When to Use This Tool

  • Annual portfolio review
  • Resource allocation decisions across categories or brands
  • M&A or divestiture evaluation
  • Distributor portfolio review
  • Capital allocation business case
  • Strategic plan refresh

Who Should Use This Tool

GMs, commercial directors, regional heads and Trade Marketing leaders managing multi-brand, multi-channel or multi-market commercial operations in FMCG.

Practitioner-grade — built for the people who run the function, not the people who write about it.

How the Tool Is Structured

The Excel tool is structured as Cover → Terms of Use → Instructions → Functional sheets. Open the Instructions sheet for a step-by-step guide. Score using the yellow dropdowns and blue input cells. Read the auto-calculated outputs.

After downloading: press Ctrl+A then Home → Format → AutoFit Column Width and AutoFit Row Height for a perfect fit on your machine.

Access Options

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    Full access     for one year to all tools.
  • Best For
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  • Download in Microsoft Formats.
  • Excel, Word, PowerPoint.
  • Fully editable, ready to implement.

FAQs

Do I need special software?

No, All tools are built in Microsoft Office.

Download links are sent by email.

Yes, they are fully editable.

Proprietary to OliiR Academy – For internal use only.

  • Testimonials
Before this program, our trade marketing team was stuck in 'execution mode'—constantly firefighting and reacting to sales requests. This course gave them the structure to stop fixing gaps and start leading the category strategy. They are finally operating as the engine room of our commercial growth.
— Commercial Director, Global FMCG Manufacturer
The biggest impact has been on our internal alignment. We used to have Sales, Marketing, and Trade working in silos, often with competing priorities. The Mini-MBA created a shared language and a single commercial rhythm. Now, when we approach a retailer, we speak with one unified voice.
— VP of Sales & Marketing, Regional Distributor
Trade spend is our second biggest P&L line, yet we were spending it on instinct. This program gave my team the financial discipline to actually measure ROI. We’ve stopped the 'surprise promotions' and started building investment models that actually justify the funding.
— General Manager, Food & Beverage
Our conversations with buyers have completely changed. We moved from simply pushing SKUs to presenting data-backed category stories that defend our shelf space. The team now has the confidence to justify listings and challenge retailers with insights, not just price.
— Head of Modern Trade, Personal Care Brand
What I appreciate most is the practicality. My team didn't just learn theory; they came back with ready-to-use JBP templates and Scorecards that we implemented immediately. It brought order and predictability to our daily work routine.
— HR Director, Consumer Goods
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