HelixPLAN Facilitation Methodology Class


This class is only available to employee's of companies that have

a HelixPLAN license agreement with the Helix Group. For questions or comments

please contact us at 919-870-9345 or by email


Class Schedule:






Class Location:         


     Corporate Training Center

     Room 106

     200 North College Street

     Charlotte, NC.


Meals: Continental Breakfast                     8:15 am

          Lunch (40 minutes)                       12:noon

          After noon snacks                          2:00 pm


Class fee:

                   $3200.00 per person, which includes the three days of training, licensing

                   to be a Certified HelixPLAN Facilitator, the licensed class material,

                   continental breakfast and lunch, plus snacks.


Our objective during the three-day class is to train you in the

HelixPLAN Facilitation Methodology.

         At the completion of the class, you will 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. 

         We think you will like the methodology and the class.


What previous class participants have said about the HelixPLAN

Facilitation Methodology:

 Provides a framework to think through and build engagements

 Building block approach.

 Easily integrates to other methods.

 Can be applied to diverse situations.

 Provides a complete language and context to think about and design facilitated sessions.

 Comprehensives set of facilitation techniques that are easy to combine.

 High comfort level that each technique will work.


 It works! 

 Flexible and easy to use.

 Fast, effective.  Gets twice as much done in half the time.


 What previous class participants have said about the training:

 You leave with a process you can use immediately.

 Is results-oriented, actionable.

 Quality, experienced-based instruction.

 Easy flow to class structure.

 Good pae.

 Process well thought out.

 Interactive learn by doing.


 Activities/materials that can be used later for real.

 Thorough / paced well.

 Good materials.

 Instruction was effective & enjoyable.

 Instructors very approachable and knowledgeable.

 Frequent breaks helped group to focus.


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

Day 1, 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, 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, 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.


The class fee includes:

 Teaching the class

 The Licensing Fee for HelixPLAN materials

 Teaching materials and planning session materials used during the class

 A class binder/reference manual of approximately 200 pages

 Handout reference materials

 A CD containing:

 Standard HelixPLAN session slide templates (Microsoft PowerPoint)

 An engagement design and preparation planning tool (Microsoft Excel)

 A report template and report inserts describing HelixPLAN participant

exercises. Both of these documents are Microsoft WORD files.


After training support (included in training fee):

 Telephone support for HelixPLAN session designs

 Membership in the Helix Group Member Community with Internet access

to HelixPLAN resources. A password and ID will be sent following completion of the class

 Capability to online order HelixPLAN Facilitation Materials Kits



We are looking forward to seeing you at the class.


The Helix Group

Day 1      

8:30am to 5:30pm

Day 2       

8:30am to 5:30pm

Day 3       

8:30am to 4:00pm