A Training and Coaching Package for creating greater client and consultant value using the ActionMap Toolkit SaaS Application

1. Create greater value
for both client and consultant
using the
ActionMap Toolkit
SaaS Application
For Consultants & Coaches
ActionMap Revenue Accelerator
Training and Coaching Package

2.  Constraints on your market
from being perceived as specialized
 Excessive lead times in developing
new client relationships
 Long discovery cycles before
client value can be added
 Lower than desired client adoption of
recommendations
Do you experience these issues?

3. Are these goals of interest?
 Expand your process-related
skills and service offerings
 Gain a fast, effective business
development tool
 Accelerate the discovery phase
of client engagements
 Help clients increase the successful
implementation of plans
Or even start a new consulting practice
$

4. Overview
 ActionMap can deliver the above capabilities to your
consulting practice within a few weeks
(or even days; it’s mostly a matter of scheduling, meeting and practice.)
 We do this through our software-as-a service application,
the ActionMap Toolkit, for conducting high-engagement,
high-impact online process problem solving workshops,
along with the training and documentation contained in the
application.
 We believe that there is a large underserved market
for delivering consulting services based on process problem
solving methods to small and mid-sized organizations.
 The capabilities provided by ActionMap software can
open that large new market for independent and
small consultancies and management coaches.
$$
ActionMap seeks partners to work with us in serving that market

5. Background
Simple, Powerful, Versatile Method
ActionMap developed a highly repeatable,
widely applicable, easy-to-use
flipchart-based method for conducting
fast-paced process-focused problem solving
workshops (description on next slide)
Putting ActionMap into Software
We converted the method to software for conducting
highly structured, high-engagement online meetings.
The software provides real-time guidance through
a compact process improvement cycle.
Free online self-training takes about an hour; no
training is required for meeting participants.
Sample engagements can be found at this link:
https://actionmap.com/sample-engagements/
HP
Intel
GAPChevron
ConAgra
Target
Kaiser
Permanente
City of San Leandro City of Fairfield
SoCalGasNational
Semiconductor
Alameda Unified School
District
San Francisco Chronicle
Placer County
Water Agency
Proven Track Record
We have conducted over 100 of these
workshops for organizations including
those shown here:
The Software Enables Much Broader Use
With the software, the benefits of the ActionMap
method can be economically offered to SMB
organizations across a wide range of geographies
and industry sectors.

6. Ideas Plans
Tasks Values
Issue
Note
Idea
Issue
Goal
Goal
Idea
Process Maps
Evaluations &
Priorities
Action
Plans
A major purpose of ActionMap is to quickly create strong
shared understanding of the entire business within the business team
The software automatically formats and displays
the responses as process maps and lists, that
prompt further contribution. The software guides
group activity through a compact, highly-
versatile process improvement cycle. This leads
to specific “doable” actions that are assigned and
scheduled.
The method is driven by a
structured set of built-in questions
that the software operator
presents to participants in an
e-meeting. The operator then
keys in the responses in short text
phrases.
1 2
3 4
The results can be
reused in further
meetings and/or
distributed in
PowerPoint &
Excel.

7. The shared understanding created in ActionMap workshops
can be utilized in a broad range of areas
Organizational Process Change
 Vision and strategy
 Transformation
 Reengineering/Redesign
 Process improvement
Customer Success
 Customer problem solving
 Modeling uses and values
 New feature simulation
 Collaboration for success
Complex Sales
 Sales planning
 Capturing interests
 Building trust
 Solutions design
 Pre-sales support
Software Development
 Business analysis
 Requirements capture
 Work breakdown structure
 Project launch & review
 Technical problem solving
Employee Success
 Recruiting & staffing
 Training
 Performance coaching
 Engagement & Team Building
Methods Support
 BPM
 TQM & related methods
 Risk analysis & compliance
 Negotiation and mediation

8. ©2018ActionMapInc
1. The focus area, job,
role or process
2. The people,
organizations & systems
that the focus process
interacts with
4 The transactions that the
focus process exchanges
with the other entities
3. The major activities
within the focus process
Every goal, issue and idea that
any stakeholder has about every
element on the map, with
priorities for “do now”, “do later”
or “maybe do never”
Detailed action steps for
each high priority evaluation
& idea, with assignments and
due dates
Map Known Details Evaluate & Prioritize Brainstorm and Plan
(c) 2019 ActionMap Inc.
©2018ActionMapInc
Shared understanding
of the entire process
Agreement about
important interests
Commitment to take
action on specific items
The ActionMap Method – Laser-focused on creating strong shared
understanding, agreement and commitment to take action
With the software, complex business operations can be mapped, evaluated and
action-planned in two 90-minute sessions, with a large part of the impact in the first session

9. An Underserved Market = A Market Opportunity
We believe there is a large underserved market for providing
process-related consulting services to small businesses
A large-scale business opportunity:
Small Business Process Needs
Lack of process change
expertise
Standard Meeting and
Collaboration Methods & Skills
Need for process
change methods
Long Cycles of Meetings
Low process change success rates
Meeting Meeting Meeting Meeting Meeting Meeting Meeting
Formal Business Process
Methods & Expertise  Too complex for fast results
 Not enough resources for broad use
 Extended learning curve for
participants
Small Business
Process Needs
 not complex enough for
extensive formal expertise
 too complex for standard
meeting methods
 Insufficient analytic
power for fast, high
quality results

10. Small businesses have limited access to process methods
The use of process methods can be beneficial to many small businesses.
However, most methods, as they are currently offered :
 are too complicated for most
small business needs
 are too costly to learn in terms
of staff time and training fees
 require too much culture
change for many small
business workplaces.
This results in many opportunities for
performance improvement in small
businesses by applying process methods.
We estimate that there are millions of
small businesses with such needs in
the US alone.
$

11. Standard Meeting and
Collaboration Methods
Formal Business
Process Methods
ActionMap
Widely applicable,
starts in minutes,
fast, engaging, effective
& easy to learn & use
ActionMap
fills the gap
Effective but
difficult to apply
Easy to apply
but not effective
ActionMap provides the key tool needed to address that opportunity
Built for Broad
Distribution & Use
 Designed for use by anyone
with standard office computer
skills
 One-hour of free online self-
training to learn the basics
 Step-by-step real-time
instructions for conducting
workshops
The ActionMap Toolkit
A “process problem-solving workshop in-a-box”

12. Specific values of having the method in software
The ActionMap Toolkit software application supports the
market for process-related consulting and coaching services
to small and medium businesses with the following features:
 Requires no advanced training for workshop participants
 Requires no advanced knowledge of client content for the
workshop leader
 Includes step-by-step real-time guidance for leading a group
session through a highly-versatile, compact process
improvement cycle
 Provides highly-automated process mapping, which reduces
the need for graphic diagramming skills
 Features rapid capture and organization of structured
discussion comments for fast-paced meetings
 Supports online delivery for flexible scheduling
 Is powerful enough to serve as an “on-ramp” to more
comprehensive process approaches, e.g. Lean
 Is sufficiently nimble that it can add process review and
improvement capabilities to standard business meetings
Standard Meeting and
Collaboration Methods
Formal Business
Process Methods
ActionMap
Widely applicable,
starts in minutes,
fast, engaging, effective
& easy to learn & use
In addition the application provides detailed
training in how to use the method without
the software, for example on flip charts or in
office automation tools, for offline and
informal situations.

13.  Use ActionMap software themselves, to conduct online ActionMap
workshops for their clients, and to achieve the business goals in the
slides above
 Provide training in the ActionMap Toolkit software to their clients
 Refer clients to other network/community members for
collaboration and specialization, and
 Collaborate on ideas for expanding and extending services and value
delivery for the small business process support market.
ActionMap’s Partnering Goal
Our goal is to develop an online network/community of consultants
and coaches who have the capability to:

14.  Provide, maintain and add to the software and associated
support and training materials.
 Offer software subscriptions with discounts for early adopters.
 Provide training to the members of the community:
 Starting with the free, online self-training to learn the software
mechanics in about an hour, with suggestions for follow-on
confidence-building practice exercises.
 A fixed price Training and Coaching Package (following slide)
 Conduct initial client workshops with network members to
accelerate training and use with the method.
 Provide and support an online community around the software
and its uses.
 Create and deploy marketing materials to grow the community
and attract small business clients to the network’s services.
How ActionMap adds value to the network/community

15. Consulting and Training Package
Goals:
 Consultant / Coach is confident about
using the ActionMap SaaS application in
online meetings with clients
 Consultant / Coach has engaged a Client
in an opportunity that uses ActionMap
 Consultant / Coach is happy to provide a
testimonial for ActionMap
Deliverables:
 1-year software subscription
 2 hours of online interactive training on
using the ActionMap Toolkit software
application.
 2 hours of online support and coaching
toward initiating a client opportunity that
uses ActionMap
See pricing details and current offers at:
actionmap.com/consultants
To learn more, please contact
Jim Johnson via actionmap.com/contact
Free online self-training takes about an
hour to learn the software mechanics;
the interactive training is after that.
The division of hours into training and
coaching is approximate and flexible.

16. Summary
 ActionMap can deliver the above capabilities to your
consulting practice within a few weeks
(or even days; it’s mostly a matter of scheduling, meeting and practice.)
 We do this through our software-as-a service application,
the ActionMap Toolkit, for conducting high-engagement,
high-impact online process workshops, along with the
training and documentation contained in the application.
 We believe that there is a large underserved market
for delivering consulting services based on process
methods to small and mid-sized organizations.
 The capabilities provided by ActionMap software can
open that large new market for independent and
small business consultancies and management coaches.
$$
ActionMap seeks partners to work with us in serving that market

17. Thanks for viewing!
ActionMap Toolkit™ is a service mark of ActionMap Inc.
© 2020 ActionMap Inc.