Why all this talk                             about HelixPLAN ?                                                           ...
Contents• Would you like to improve your productivity?• What is HelixPLAN?• How does HelixPLAN fit with other Methods?• Ho...
Would you like to improve the productivity of:•   Meetings•   Working sessions•   Strategy sessions   With twice as much• ...
What is HelixPLAN?HelixPLAN® is a structured methodologywith a set of principles, tools, techniquesand materials, that ena...
How does HelixPLAN fit with other                    Methods?If you have invested in methods like PMI, Lean, Six Sigma, Pr...
Can HelixPLAN really be married up with ANY method forimproving business performance?Every method in the world for coming ...
How was HelixPLAN developed?• Developed by two former IBM executive  consultants with 40+ years experience working  with c...
What technology does HelixPLAN use?HelixPLAN uses highlysophisticated technology,like:   •   Paper   •   Cards   •   Pens ...
How does HelixPLAN work?                                                                                    6The tools and...
For what can HelixPLAN be used?HelixPLAN can be used for any set of objectives that benefit from the collectivewisdom and ...
What are some specific scenarios in which       HelixPLAN has been used?                               Strategic Planning ...
What are some specific scenarios in which       HelixPLAN has been used?                        Corporate Culture Change  ...
What are some specific scenarios in which       HelixPLAN has been used?                        IT Alignment with Business...
What are some specific scenarios in which       HelixPLAN has been used?                             Organization Redesign...
What other benefits does HelixPLAN offer?• HelixPLAN compliments other methodologies and turbo-charges the  working sessio...
Who has been trained in HelixPLAN?  Partial list of client companies:  •   Accenture                                •   In...
Who has been trained in HelixPLAN? Typical roles and responsibilities of people certified in HelixPLAN: •   Consultant •  ...
HelixPLAN Facilitation Methodology                     Training Class  •Three day class  •Taught at your location or      ...
What support is available after HelixPLAN                training?• We have a Members section at www.HelixGroup.com that  ...
Appendix A - Feedback•   What working session participants and sponsors say•   What consultants who use HelixPLAN say•   W...
What do working session sponsors and       participants say about HelixPLAN?• Fast; complete            • My first full He...
What do consultants who use HelixPLAN say?Whenever I have to do a working session, I always use HelixPLAN. Especially on t...
What do HelixPLAN training participants sayabout the the methodology…and the training?       About the Methodology        ...
How HelixPLAN has Performed for Trained Facilitators ata Large Financial Services Company                              Spo...
Certified HelixPLAN Facilitators’ SurveyAssessment at a Financial Services Company   90   80   70   60   50   40   30   20...
HelixPLAN Training Evaluation by AssociatesTrained and Certified at a Financial ServicesCompany Definitely To a Large Exte...
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Helix Plan Oveview V10

  1. 1. Why all this talk about HelixPLAN ? ® The Helix Group, Inc. 14105 Allison Drive Raleigh, North Carolina 27615 919-870-9345 www.helixgroup.com helix@helixgroup.com® HelixPLAN is a registered trademark of The Helix Group, Inc. 1
  2. 2. Contents• Would you like to improve your productivity?• What is HelixPLAN?• How does HelixPLAN fit with other Methods?• How was HelixPLAN developed?• What technology does HelixPLAN use?• How does HelixPLAN work?• For what can HelixPLAN be used?• What are some specific scenarios in which HelixPLAN has been used?• What other benefits does HelixPLAN offer?• Who has been trained in HelixPLAN?• HelixPLAN Facilitation Methodology Training Class• What support is available after HelixPLAN training?• Appendix A - Client Feedback 2
  3. 3. Would you like to improve the productivity of:• Meetings• Working sessions• Strategy sessions With twice as much• Projects done in half the time!• Processes• Etc. That’s a 400% increase in productivity with the participants committed to actionable results Unbelievable…read on! 3
  4. 4. What is HelixPLAN?HelixPLAN® is a structured methodologywith a set of principles, tools, techniquesand materials, that enables groups to:• Share information• Simplify complex issues• Create/develop ideas• Assess ideas and information• Formulate solutions to problems or issues• Make decisions, set priorities• Develop plans and actions• Come to consensus as a team• Foster participation, teamwork and commitment HelixPLAN is robust, formalized, well-documented and proven. It addresses all aspects of working sessions, including design, preparation, facilitation, and documentation/report writing. 4
  5. 5. How does HelixPLAN fit with other Methods?If you have invested in methods like PMI, Lean, Six Sigma, Process Redesign, Strategy Development/Deployment, Organization Redesign, Work Out, Kaizen, etc.HelixPLAN is NOT a replacement; but an enabler.Think of these methods as the “What” that needs to be done and HelixPLAN as the “How” you get it done. 5
  6. 6. Can HelixPLAN really be married up with ANY method forimproving business performance?Every method in the world for coming up with business performance improvement plans, designs and projects involves ONLY a finite set of generic kinds of tasks.The basic building blocks of building business performance improvement plans, designs, initiatives and projects… 1. Collect data 2. Brainstorm/generate/gather ideas 3. Summarize a group of ideas 4. Reach consensus on the meaning of a set of ideas 5. Determine inter-relationships among a set of ideas 6. Analyze data (matrix analysis) 7. Assess/rank past, present and/or future importance of a set of items 8. Assess past, present and/or future performance/occurrence of a set of items 9. Discuss an issue or set of issues 10. Formulate a problem, goal, mission, vision or other kind of statement 11. Define multiple scenarios for things outside your control 12. Refine and sequence a set of actionsHelixPLAN has a set of Lego block exercises that can effectively execute the “HOW” of these generic tasks. That is how we can guarantee “Twice as much done in half the time!” 19
  7. 7. How was HelixPLAN developed?• Developed by two former IBM executive consultants with 40+ years experience working with clients using a process consultation approach• Studied how the brain generates ideas and processes information• Studied and experimented with how groups of people carry out: idea generation, consensus- building, problem-solving, priority-setting and decision-making• Examined logistical thought-process hurdles that a group experiences when developing and judging ideas and making decisions• Developed, acquired or modified techniques to leverage individual and group thinking processes 7
  8. 8. What technology does HelixPLAN use?HelixPLAN uses highlysophisticated technology,like: • Paper • Cards • Pens • Dots The “magic” is in how we use them! 8
  9. 9. How does HelixPLAN work? 6The tools and techniques in HelixPLAN: 5 4 Sessions are• Keep groups on task, one task at a time, all the while 3 a set of steps to reach specific building toward the overall objectives of the working 2 objectives. session. 1• Separate the judgment of ideas from the generation of ideas to reduce problem-solving time exponentially.• Leverage the trade-offs between speaking and writing, listening and reading.• Integrate multiple individual agendas or perspectives into HelixPLAN leverages multiple, a team perspective quickly, cooperatively and decisively. diverse perspectives.• Apply a unique visual medium that accelerates a common, consistent understanding of the relationships between ideas, and overcomes our short-term memory constraints.• Differentiate between assessing: importance (e.g. priority), performance (e.g. how effective), existence (e.g. HelixPLAN enables groups to deal effectively with lots of ideas. to what extent does a situation exist), similarity, etc. 9
  10. 10. For what can HelixPLAN be used?HelixPLAN can be used for any set of objectives that benefit from the collectivewisdom and participation of a group of people.Following are generic examples of what HelixPLAN has been used for:• To develop mission, vision and strategy• To assess proposed initiatives, decide priorities, and build plans for execution• To jumpstart project teams, by defining what success looks like in the project and building the overall plan to achieve it• To design processes and roles, and actions required to implement required changes• To brainstorm new ideas around solutions to problems, or new product or service offerings• To analyze information, glean insights, and define required responses• To develop balanced measures linked to desired business results• To assess progress against measures or objectives and decide corrective action• To develop IT requirements 10
  11. 11. What are some specific scenarios in which HelixPLAN has been used? Strategic Planning Client: The CEO and senior leaders of a mutual insurance company.Purpose: Define the key processes and roles needed to do strategic planning company-wide to reduce the threat of Health Care reform. Company revenues were 80% dependant on indemnity health care insurance.What We Developed a strategic planning process that fit the company culture. Due to the Did: critical nature of the threat, the plan was updated every four months. We were asked to run the process (using HelixPLAN) for a business cycle. We eventually ran the process for three business cycles and trained company personnel to assume the responsibility. Key • The senior leaders faced the external threat of health care reform head on. Points: • A new strategy was developed to replace indemnity insurance products with financial services products. • Scenario planning was done to identify threatened markets and develop appropriate strategies.Results: Today the revenue dependence on indemnity health care products is 18%. 11
  12. 12. What are some specific scenarios in which HelixPLAN has been used? Corporate Culture Change Client: A CEO-initiated task force at a US automobile manufacturerPurpose: Develop a program to instill a continuous improvement quality culture throughout the corporationWhat We Supported the team in developing its strategy and project plan. Did: We trained the rollout teams in the HelixPLAN Methodology for implementation. Key The team members were experiencing considerable frustration in their Points: inability to develop the plan. We worked with them for two days and completed the strategy and plan. We asked how long it would have taken them without our support and they estimated nine weeks. 12
  13. 13. What are some specific scenarios in which HelixPLAN has been used? IT Alignment with Business Unit Client: The President and senior leaders of the T&O (Technology and Operations) group of a global financial services company with 60,000 associates.Purpose: Enable the T&O group to dynamically align itself with the ever-changing business unit’s direction.What We Developed a strategy to: Did: •Implement a process-centric organizational model •Developed well-defined process •Established process ownership •Clearly defined services provided and how to get them. Key Work done on this project was part of the foundational process work that has Points: evolved into a corporate wide initiative that includes Hoshin Planning and Six Sigma. 13
  14. 14. What are some specific scenarios in which HelixPLAN has been used? Organization Redesign Client: Management team of the IT organization supporting the nuclear division of a global energy companyPurpose: Redefine the IT organization to reduce redundancies, gaps and rework across sites, and improve cost/efficiencyWhat We • Clarified all the work the organization does Did: • Decided where primary responsibility should lie for each piece (at sites or in central group) • Rolled all the work up into jobs and departments • Defined reporting structure Key • The management team had struggled with this redesign for more Points: than three weeks • We solved the issue in one day • The new organization saved $4 Million in its first full year 14
  15. 15. What other benefits does HelixPLAN offer?• HelixPLAN compliments other methodologies and turbo-charges the working sessions they require. Most methodologies require working sessions for certain pieces of work (e.g. a process mapping session in a process redesign effort, or a scope definition session for a project). HelixPLAN provides the “how” to get the working sessions done fast, thoroughly, and with a high degree of participation and buy- in!• People who share the HelixPLAN language and toolset can partner very effectively…even on a moment’s notice. Each HelixPLAN technique is like a “play”. Everyone who knows the playbook can run the plays when they’re “called”.• HelixPLAN session designs can be stored and re-used across multiple clients. Each session design is a “container”. Each time it is run, the client fills it with “content” specific to their business.• HelixPLAN makes it possible to guarantee working session results. Like any well-designed process, a well-designed HelixPLAN session provides predictable results…every time. 15
  16. 16. Who has been trained in HelixPLAN? Partial list of client companies: • Accenture • Infinitive • Alcoa • Landsbanki (Iceland) • Ally Bank • Jefferson Wells • A.O. Smith • Lincoln Financial Group • Arion Bank (Iceland) • FIS/Metavante • BB&T (Branch Banking & Trust Co.) • National TechTeam • B&H Photo • ParX Iceland • Bank of America • PayPal • California State Automobile Assoc. • Piedmont Natural Gas • Campbell Co. of Canada • Sheshunoff Consulting + Solutions • Catalyst Telecom • Sovereign Bank • Cerveceria Nacional Dominicana, C. • SunTrust Bank por A. (Dominican Republic) • UTMB Galveston • Cognizant Technology Solutions (India) • Wachovia / Well Fargo Corporation • Convergys • Webconference.com • Daimler-Chrysler • WRQ • Duke Energy • YMCA • IAP Worldwide Services • IBM Global Services 16
  17. 17. Who has been trained in HelixPLAN? Typical roles and responsibilities of people certified in HelixPLAN: • Consultant • Business Analyst • Business Strategist • Project Manager • Process Architect/Designer • IT Strategist • Leadership Development • Personnel/Human Resources • Six Sigma Master Blackbelt / Blackbelt / Greenbelt • Hoshin Planners • Senior Managers 17
  18. 18. HelixPLAN Facilitation Methodology Training Class •Three day class •Taught at your location or Here is what you can expect to take place during the attend Helix regularly scheduled HelixPLAN class: classes • Day 1, understanding the concepts, architecture, and •Maximum ten participants principles related to HelixPLAN. Understanding how the first eight or so of the 15 HelixPLAN techniques work by •Experiential learning techniques being active participants and observers as they are employed demonstrated. • Day 2, will primarily be a day of learning by experiencing, doing and observing. You will have anOur objective during the three-day class is opportunity to practice and to watch how others do it.to train you in the Techniques not introduced the first day will beHelixPLAN Facilitation Methodology. demonstrated. Day 2 will also include learning about HelixPLAN modules and scenarios -- frequently used combinations of HelixPLAN techniques.At the completion of the class, you will have • Day 3, will focus on session design. Working in a smallacquired the skill to: team with two or three other participants you will have• Facilitate sessions an opportunity to design:• Design and prepare facilitated – A Critical Success Factors planning sessionsessions scenario. This will be a take-away from the class• Report results of facilitated sessions that you will have on the shelf ready for use when the need arises. – A complete planning session given only theThe HelixPLAN facilitation methodology session objective and a list of topics for theincludes: session. These session objectives and topics will• A robust set of facilitation techniques. be germane to your consulting work; so the• Session design concepts and tools. session you design will be another take-away.• Methods and templates for writing reports of – We will also do a guided tour of the report writing techniques associated with facilitated HelixPLANfacilitated session results sessions. 18
  19. 19. What support is available after HelixPLAN training?• We have a Members section at www.HelixGroup.com that No charge offers: √ A searchable database of all HelixPLAN-certified consultants, to aid in best practice sharing and partnering √ White papers on a variety of topics that help consultants provide maximum value to their clients and deliver optimal working session results √ The ability to upload and download re-usable session designs and other resources• We conduct feedback sessions with your HelixPLAN-certified No charge consultants to share best practices, solve issues, introduce new session designs, etc.• We review and provide suggestions on your session designs No charge and reports.• We partner with you to design, conduct and report working Usual rates sessions, and, in the process, transfer additional skills and knowledge. 19
  20. 20. Appendix A - Feedback• What working session participants and sponsors say• What consultants who use HelixPLAN say• What HelixPLAN training participants say• Survey results at a large financial services company 20
  21. 21. What do working session sponsors and participants say about HelixPLAN?• Fast; complete • My first full Helix • It ended on time and• Application of a session; it does help to covered a lot of structured, proven promote thought ground process to our specific • Really liked seeing • Focused problem others’ ideas • Kept moving• Very focused, well • Structured process • Open forum for prepared • Organization, flow and discussions• Use of a group to focus drove us to • Helps get to answers identify the issues results and results “We got twice as much done in half the time!” This feedback is typical, underscoring HelixPLAN’s reliability and broad applicability. 21
  22. 22. What do consultants who use HelixPLAN say?Whenever I have to do a working session, I always use HelixPLAN. Especially on the front endof projects because things must be absolutely clear and people have to be on the same page;HelixPLAN fits perfectly. I go to other sessions that don’t use it and it’s really frustrating! I’veseen others who are experts in Six Sigma blown away when they see a HelixPLAN session—theyimmediately want to learn HelixPLAN. Six Sigma Blackbelt at Global Financial Services CompanyWhat HelixPLAN helped us achieve in just two days would have taken our task force six weeksto accomplish. Corporate Director of process improvement of a major U.S. Automobile ManufacturerHelixPLAN has given me not only a proven way to get a lot of work done fast with high levels ofbuy-in, but also an execution-oriented way of thinking. No matter what the work at hand maybe, the HelixPLAN way of thinking helps me clearly identify what steps need to be taken toachieve results--whether I’ll be doing the work in working sessions or not. I feel confident thatI can take on any type of engagement. Independent Consultant in planning, and change management 22
  23. 23. What do HelixPLAN training participants sayabout the the methodology…and the training? About the Methodology About the Training• Provides a framework to think through and • You leave with a process you can use build engagements immediately• Building block approach • Is results-oriented, actionable• Easily integrates to other methods • Quality, experience-based instruction• Can be applied to diverse situations • Easy flow to class structure• Provides a complete language and context to • Process well thought out think about and design facilitated sessions • Interactive, learn by doing• Comprehensive set of facilitation techniques • Fun that are easy to combine • Activities/materials that can be used• High comfort level that each technique will later for real work • Thorough / paced well• Self--documenting • Instruction was effective and enjoyable• It works! • Instructors very approachable and• Flexible and easy to use knowledgeable• Gets twice as much done in half the time. • Frequent breaks helped group to focus This feedback is also quite common. We designed the training like we would design any other working session, and, of course, we use HelixPLAN to conduct it! 23
  24. 24. How HelixPLAN has Performed for Trained Facilitators ata Large Financial Services Company Sponsor Objectives Met My Effectiveness Productivity Efficiency Buy-in % of Respondents Answering either Definitely or To a Large Extent 24
  25. 25. Certified HelixPLAN Facilitators’ SurveyAssessment at a Financial Services Company 90 80 70 60 50 40 30 20 10 % of Respondents Answering either Definitely or To a Large Extent 0 Provides a Easily integrates A comprehensive High comfort level Flexible and easy to Most effective framework to think with other methods set of facilitation that each technique use facilitation through or design techniques easy to will work methodology I know decision-making combine of sessions 25
  26. 26. HelixPLAN Training Evaluation by AssociatesTrained and Certified at a Financial ServicesCompany Definitely To a Large Extent To Some Extent Only Slightly Not at All 26

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