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HelixPLAN Training

Class Agenda

Here is what you can expect to take place during the HelixPLANฎ class:

Day 1: 8:30am to 5:30pm
Understanding the concepts, architecture, and principles related to HelixPLAN®. Understanding how the first eight or so of the 15 HelixPLAN® techniques work by being active participants and observers as they are demonstrated.

Day 2: 8:30am to 5:30pm
Will primarily be a day of learning by experiencing, doing and observing.
• You will have an opportunity to practice and to watch how others do it. Techniques not introduced the first day will be demonstrated.
• Day 2 will also include learning about HelixPLAN® modules and scenarios -- frequently used combinations of HelixPLAN® techniques.

Day 3: 8:30am to 4:30pm
Will focus on session design. Working in a small team with two or three other participants you will have an opportunity to design:
• A Critical Success Factors planning session scenario. This will be a take-away from the class that you will have on the shelf ready for use when the need arises.
• A complete planning session given only the session objective and a list of topics for the session. These session objectives and topics will be germane to your work; so the session you design will be another take-away.
• We will also do a guided tour of the report writing techniques associated with facilitated HelixPLAN® sessions.

Continental Breakfast
8:15 am
Lunch (40 minutes)
12 noon
Afternoon snacks
2:00 pm

What's Included

• Teaching the class
• The Licensing Fee for HelixPLAN® materials
• Teaching materials and planning session materials used during the class
• Class binder/reference manual of approximately 200 pages
• Handout reference materials
CD containing:
• Standard HelixPLAN® session templates (PowerPoint)
• Engagement design and preparation planning tool (Excel)
• Report template and report inserts describing HelixPLAN® participant exercises. (Word)

The training fee includes the three days of training, licensing to be a Certified HelixPLAN® Facilitator, the licensed class material, continental breakfast and lunch, plus snacks.

After Training Support

(included in training fee):
• Telephone support for HelixPLAN® session designs
• Membership in the Helix Group Member Community with Internet access to HelixPLANฎ resources. A password and ID will be sent following completion of the class
• Capability to online order HelixPLAN® Facilitation Materials Kits

Our objective during the three-day HelixPLAN® class is to train you a level of confidence that ensures your ongoing success.

Upon completing the class, you'll have acquired the skill to:
• Facilitate sessions
• Design and prepare facilitated sessions
• Report results of facilitated sessions
The HelixPLAN® facilitation methodology includes:
• A robust set of facilitation techniques.
• Session design concepts and tools.
• Methods and templates for writing reports of facilitated session results.

Class Location

We have two types of classes: First are single company classes. Their location is selected by the sponsoring company. Second are open enrollment classes attended by multiple companies. Their location is primarily in Charlotte, North Carolina.

Feedback From Prior Participants

• It makes difficult or complex tasks manageable
• The techniques have variations or can be modified
• Very useful techniques to obtain best results
• HelixPLAN® will help drive results faster
• Teaches me verbs
• Makes me think in chunk
• Can be applied to any meeting + more
• Skills learned are relatable (techniques)
• Creates collaboration + buy-in
• Thinking about design in new ways
• The case of the process
• Everyone is heard
• Time savings
• Makes things simple
• Numerous techniques

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