The Indispensable Consulting Planning Methodology™ keeps things simple! Time-tested and continuously fine-tuned by founder James M. Kerr, it has been applied by Indispensable Consulting practitioners in corporate, divisional and departmental initiatives for over 25 years, including those focused on: - Strategic Planning - Organization Re-Design - Merger Integration - Culture Transformation - Service Delivery Optimization - Operational Excellence - Marketing Strategy Planning - Product Launch Strategy Planning We will use it with your team to co-create tailored solutions just for your business.

1. INDISPENSABLE CONSULTING PLANNING METHODOLOGY™

2. The Appeal of Universal
• Indispensable Consulting Planning Methodology™Indispensable Consulting Planning Methodology™Indispensable Consulting Planning Methodology™Indispensable Consulting Planning Methodology™ keeps things simple!
• It’s time-tested and has been applied by Indispensable ConsultingIndispensable ConsultingIndispensable ConsultingIndispensable Consulting practitioners for over
25 years.
• Your team will cocococo----createcreatecreatecreate tailored solutions with Indispensable Consulting just for your
business.
• It has been used successfully in corporate, divisional and departmental initiatives,
including those focused on:
1.1.1.1. Strategic PlanningStrategic PlanningStrategic PlanningStrategic Planning
2.2.2.2. Merger IntegrationMerger IntegrationMerger IntegrationMerger Integration
3.3.3.3. Marketing PlanningMarketing PlanningMarketing PlanningMarketing Planning
4.4.4.4. Product PlanningProduct PlanningProduct PlanningProduct Planning
5.5.5.5. Digital TransformationDigital TransformationDigital TransformationDigital Transformation
6.6.6.6. Culture TransformationCulture TransformationCulture TransformationCulture Transformation
7.7.7.7. Organizational RedesignOrganizational RedesignOrganizational RedesignOrganizational Redesign
8.8.8.8. Service DeliveryService DeliveryService DeliveryService Delivery
9.9.9.9. Process ImprovementProcess ImprovementProcess ImprovementProcess Improvement
10.10.10.10. Operational ExcellenceOperational ExcellenceOperational ExcellenceOperational Excellence
• Once your people learn the approach by doing it with us, they will have a new analytical
and planning approach to apply in your next transformation / planning effort.
copyright J.M. Kerr 2020 - All rights reserved - Duplication
of any kind is expressly prohibited.

3. Why Co-Creation?
• You get more for less!
• Co-creation means Indispensable ConsultingIndispensable ConsultingIndispensable ConsultingIndispensable Consulting leads your team of people and they
get stronger as a result.
• As important, co-creation enables:
– Faster and Stronger Top Leader Ownership (They’ve been briefed every step
of the way)
– Wider staff buy-in (Their colleagues built the work products)
– Knowledge transfer to your team (They learned by doing)
– Execution without the drama (Your team possesses a deep rooted
understanding of how to carry the results forward after the planning
engagement is completed.
copyright J.M. Kerr 2020 - All rights reserved - Duplication
of any kind is expressly prohibited.

4. What’s The Value of Doing It This Way?
Great question! A better questions might be:
What’s the value of:
• Strategic Alignment?Strategic Alignment?Strategic Alignment?Strategic Alignment?
• Improved Teamwork?Improved Teamwork?Improved Teamwork?Improved Teamwork?
• A High Trust Work Setting?A High Trust Work Setting?A High Trust Work Setting?A High Trust Work Setting?
• Improved Communication?Improved Communication?Improved Communication?Improved Communication?
• Enhanced Customer Intimacy?Enhanced Customer Intimacy?Enhanced Customer Intimacy?Enhanced Customer Intimacy?
• High Staff Resiliency?High Staff Resiliency?High Staff Resiliency?High Staff Resiliency?
• Greater Innovation?Greater Innovation?Greater Innovation?Greater Innovation?
• Being a Talent Magnet?Being a Talent Magnet?Being a Talent Magnet?Being a Talent Magnet?
• Becoming an Employer of Choice?Becoming an Employer of Choice?Becoming an Employer of Choice?Becoming an Employer of Choice?
The sum of this is the value that the Indispensable Consulting PlanningIndispensable Consulting PlanningIndispensable Consulting PlanningIndispensable Consulting Planning
Methodology™Methodology™Methodology™Methodology™ offers your business!
copyright J.M. Kerr 2020 - All rights reserved - Duplication
of any kind is expressly prohibited.

5. What’s The Approach?
STRATEGIC FRAMEWORKSTRATEGIC FRAMEWORKSTRATEGIC FRAMEWORKSTRATEGIC FRAMEWORK
The Indispensable ConsultingIndispensable ConsultingIndispensable ConsultingIndispensable Consulting MethodologyMethodologyMethodologyMethodology is comprised of
6 steps which produces these work products:
PRINCIPLES
BASELINEBASELINEBASELINEBASELINE
CHARACTERIZATIONCHARACTERIZATIONCHARACTERIZATIONCHARACTERIZATION
CURRENT SITUATIONAL
ASSESSMENT
TARGET VISIONTARGET VISIONTARGET VISIONTARGET VISION STORY OF INTENT
GAPGAPGAPGAP ANALYSISANALYSISANALYSISANALYSIS
OPPORTUNITIES
IDENTIFICATION
TRANSFORMATIONTRANSFORMATIONTRANSFORMATIONTRANSFORMATION
PLANNINGPLANNINGPLANNINGPLANNING
PROJECT PLANS AND
TIMELINE
PLAN ADMINSTRATIONPLAN ADMINSTRATIONPLAN ADMINSTRATIONPLAN ADMINSTRATION
STRUCTURES / PROCESSES
TO MAINTAIN / EXECUTE THE
ACTION PLAN
Copyright
J.M. Kerr, 2020
All rights reserved -
Duplication of any
kind is expressly
prohibited.

6. How The Steps Are Done
STRATEGIC FRAMEWORKSTRATEGIC FRAMEWORKSTRATEGIC FRAMEWORKSTRATEGIC FRAMEWORK
BASELINEBASELINEBASELINEBASELINE
CHARACTERIZATIONCHARACTERIZATIONCHARACTERIZATIONCHARACTERIZATION
TARGET VISIONTARGET VISIONTARGET VISIONTARGET VISION
GAPGAPGAPGAP ANALYSISANALYSISANALYSISANALYSIS
TRANSFORMATIONTRANSFORMATIONTRANSFORMATIONTRANSFORMATION
PLANNINGPLANNINGPLANNINGPLANNING
PLAN ADMINSTRATIONPLAN ADMINSTRATIONPLAN ADMINSTRATIONPLAN ADMINSTRATION
NOTE:NOTE:NOTE:NOTE: Indispensable ConsultingIndispensable ConsultingIndispensable ConsultingIndispensable Consulting begins each engagement with a Project Initiation Phase and concludes with a
Project Completion Phase with Executive Reviews performed at the conclusion of each phase.
Top Leadership / Key Stakeholder Interviews
Staff E-Surveys and Management / Staff
Workshops
Synthesize Results and Craft Vision Story (with
Optional Personality Assessment) with Team
Translate Identified Gaps into Potential Initiatives
(Opportunities) with Team
Set Priorities Across Appropriate Project Time-
line, 1st-Cut Project Plans for Each Initiative with
Team
Define Administration Process and Create
Recommendation with Team
Copyright
J.M. Kerr,
2020
All rights
reserved -
Duplication of
any kind is
expressly
prohibited.

7. The Content of Deliverables Shifts
by Project Intent
Phase Strategic
Plan
Merger Culture
Change
Org.
Re-Design
Digital Op.
Excellence
Strategic
Framework
Strategic
Principles
Merger
Principles
Culture
Principle
OD
Principles
Digital
Principles
OpEx
Principles
Baseline Current
Strategy
Pre-Merger
Assessment
Current
Culture
Current
Org. Design
Current
Digital Use
Current State
of Work
Target Strategic
Vision
Story
Merger
Vision
Story
Culture
Vision
Story
Org.
Vision
Story
Digital
Transform.
Vision Story
OpEx
Vision
Story
Gap
Analysis
Strategic
Opportunities
Identification
Merger Gaps
Identification
Culture
Opportunities
Identification
Org. Gaps
Identification
Digital
Opportunities
Identification
OpEx Gaps
Identification
Plan Strategic
Plan
Merger Plan Culture
Change Plan
Org. Design
Change Plan
Digital
Transform.
Plan
OpEx
Change Plan
Admin. Strategic
Plan
Administration
Merger Plan
Administration
Culture Plan
Administration
Org. Plan
Administration
Digital Plan
Administration
OpEx Plan
Administration
copyright J.M. Kerr 2020 - All rights reserved - Duplication of
any kind is expressly prohibited.

8. How Long Does It Take?
• Well, that depends…Well, that depends…Well, that depends…Well, that depends…
• Your scope will determine the length of the planning effort.Your scope will determine the length of the planning effort.Your scope will determine the length of the planning effort.Your scope will determine the length of the planning effort.
• Most Indispensable Consulting Planning Methodology™ initiatives require 2Most Indispensable Consulting Planning Methodology™ initiatives require 2Most Indispensable Consulting Planning Methodology™ initiatives require 2Most Indispensable Consulting Planning Methodology™ initiatives require 2----4444
months to complete.months to complete.months to complete.months to complete.
• To Illustrate, here’s anTo Illustrate, here’s anTo Illustrate, here’s anTo Illustrate, here’s an exampleexampleexampleexample from an actual Indispensable Consulting engagement:from an actual Indispensable Consulting engagement:from an actual Indispensable Consulting engagement:from an actual Indispensable Consulting engagement:
– JuneJuneJuneJune 3333: Project Kick-Off
– June 3June 3June 3June 3 –––– July 1July 1July 1July 1: Project Initiation and Strategic Framework Phase
– July 8July 8July 8July 8 –––– AugustAugustAugustAugust 1111: Baselining Phase
– August 1August 1August 1August 1 –––– August 12August 12August 12August 12: Target Visioning Phase
– August 12August 12August 12August 12 –––– September 13:September 13:September 13:September 13: Opportunities ID Phase
– August 12August 12August 12August 12 –––– September 13:September 13:September 13:September 13: : Implementation Planning Phase
– September 13September 13September 13September 13 –––– October 1October 1October 1October 1: Plan Administration Design Phase
– OctoberOctoberOctoberOctober 3333: Project Completion
copyright J.M. Kerr 2020 - All rights reserved - Duplication
of any kind is expressly prohibited.
Sample Dates
for Illustrative
Purposes

9. We Do It With You, Not To You!
• Your CommitmentYour CommitmentYour CommitmentYour Commitment
– The establishment of a projectprojectprojectproject work teamwork teamwork teamwork team.
– Creation of an executive steeringsteeringsteeringsteering committeecommitteecommitteecommittee, that will be responsible for reviewing and
approving overall project scope, direction and deliverables.
– The assignment of workshopworkshopworkshopworkshop / interview/ interview/ interview/ interview participants.participants.participants.participants.
– Access to Subject Matter ExpertsSubject Matter ExpertsSubject Matter ExpertsSubject Matter Experts (that you ID) from across the Company, on an as needed
basis, to solicit input, verify assumptions and determine alternatives.
– The provision of the necessary administrativeadministrativeadministrativeadministrative support.support.support.support.
• Our CommitmentOur CommitmentOur CommitmentOur Commitment
– Indispensable ConsultingIndispensable ConsultingIndispensable ConsultingIndispensable Consulting provides an Accountprovides an Accountprovides an Accountprovides an Account ManagerManagerManagerManager who is the TeamTeamTeamTeam LeaderLeaderLeaderLeader. So, there’s
no need to escalate issues. Our team leader has the authority to make the call.
– A ProjectProjectProjectProject TeamTeamTeamTeam of highly experienced practitioners can be brought in to round-out your
team, though that’s usually not necessaryusually not necessaryusually not necessaryusually not necessary because your team does the work with us.
– Subject MatterSubject MatterSubject MatterSubject Matter ExpertsExpertsExpertsExperts can also be used, if you like....
– Additional OnAdditional OnAdditional OnAdditional On----Demand ResourcesDemand ResourcesDemand ResourcesDemand Resources – we will use our internal, virtual team to assist in the
background. This limit your risk of being burdened with change requests and additional fees
during the engagement.
copyright J.M. Kerr 2020 - All rights reserved - Duplication
of any kind is expressly prohibited.

10. To Close
copyright J.M. Kerr 2020 - All rights reserved - Duplication
of any kind is expressly prohibited.
• We hope this sheds some light on Indispensable Consulting’s
UniversalUniversalUniversalUniversal Strategic Assessment and Planning ApproachStrategic Assessment and Planning ApproachStrategic Assessment and Planning ApproachStrategic Assessment and Planning Approach ™
• It is one of the ways that we become indispensableindispensableindispensableindispensable to you.
• Call on Indispensable ConsultingIndispensable ConsultingIndispensable ConsultingIndispensable Consulting to learn more and determine how
we can help you to exceed your own expectations of how
consulting is done.
• info@indispensable-consulting.com