1
Setup & First-Pass Research
Facilitator work — before the GM meeting
Enter preliminary details
Company name · sector · location · staff count · GM contact → engagement record created, GM session link generated
High-level first-pass external strategic scan ⚡ AI
Sector landscape · competitive set · key trends · technology disruption · regulatory environment — before asking the GM a single question
Generate tailored GM scoping questionnaire ⚡ AI
Question set shaped by first-pass scan findings · sector-specific · 23 questions across 7 business areas
Invite GM to session
2
GM Scoping & Engagement Design
Scoping conversation → prioritised recommendations → signed-off scope
GM completes tailored scoping session
~40 min AI-guided conversation · business activities · growth ambitions · challenges · people structure · operating priorities · no preparation required
GM scoping synthesis & recommendations ⚡ AI
Prioritised element recommendation · elements selected · depth per element · sequencing · plain-English rationale · cross-referenced with first-pass scan
Facilitator reviews, adjusts and confirms scope
Accept AI recommendation or override element/level selections · this scope drives all subsequent phases
Focus areas agreed — engagement scope & depth signed off
Facilitator walks GM through recommended scope · elements, levels and sequencing confirmed · engagement plan locked
Scope locked — building the intelligence base
3
Document Intelligence Pipeline
Internal data + deeper external scan — full picture before facilitation begins
Document Intelligence Pipeline
Generate internal document checklist ⚡ AI
3 priority tiers · scoped to confirmed elements · e.g. financials + SKU list for commercial elements
Client gathers & submits internal documents
Financials · SKU/product list · org chart · strategy papers · sales data
Synthesise internal document summary ⚡ AI
Commercial performance · ops patterns · product mix · people structure · financial position — cross-ref'd with GM transcript
Client reviews, edits & approves internal synthesis
GM confirms accuracy · corrections fed back · approval gates the external scan
Refine frame for deeper external scan ⚡ AI
Internal findings → sharpen external scan brief · specific gaps and strategic questions identified internally now focus the research
Conduct deeper external scan & synthesise ⚡ AI
Uses first-pass scan + internal synthesis + GM transcript · market dynamics · competitive gaps · customer shifts · tech disruption · regulatory environment
Client reviews, edits & approves external scan
GM confirms market reality · corrections fed back · approval unlocks leader sessions
Internal synthesis feeds back into & sharpens the external scan frame
Intelligence base validated — leader sessions begin
4
Leader Sessions (Mode 3)
Individual AI-guided interviews — async, no facilitator required
Generate Mode 3 prompts for all leaders ⚡ AI
Element-specific interview prompts · tailored to confirmed scope · informed by external scan + internal synthesis · per-leader personalisation
Leaders complete individual sessions
~30–45 min per leader · asynchronous via personal session link · adaptive probing · no facilitator needed
Synthesise leader responses ⚡ AI
Cross-references all responses · identifies alignment, divergence and blind spots · becomes facilitator brief for group session · flags consensus and tension points per element
Individual views captured — bringing the team together
5
Facilitated Workshop & Delivery (Mode 2)
Team agenda · real-time AI assist · artefacts generated and delivered
Generate Mode 2 session template, prompts & frames ⚡ AI
Agenda structure · discussion prompts per element · suggested reframes for tension points · working document template · L1 & L2 elements first
Run Mode 2 facilitated session
Facilitator leads leadership team through agenda · Helix assists in real time — captures decisions, suggests follow-up questions, flags themes needing deeper exploration
Generate L1/L2 artefacts for selected elements ⚡ AI
Structured Word documents from session output · L1: Identity Diagnostic Pack + Identity–Market Gap Report · higher levels: implementation + roadmap outputs
Deliver artefacts — internal or customer-facing
Facilitator reviews & approves · walks GM through outputs · internal operational documents or customer-facing materials depending on element · implementation roadmap confirmed
5
Phases
6–7
Weeks end-to-end
7
Business elements
~40 min
GM scoping session
Async
Leader sessions