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Heliotrope Imaginal Education Systems Inc. Copyright 2017
Empowering	Virtual	Project	Teams
Heliotrope Imaginal Education Systems Inc. Copyright 2017
2
New	World	of	Remote	Work
References:	https://magic.piktochart.com/embed/2124832-remote-workers
Heliotrope Imaginal Education Systems Inc. Copyright 2017
Global	Training	Problem
1B	PEOPLE WORK REMOTELY
o Mainly	on	distributed	project	teams
o 80%	of	virtual	teams	perform	poorly
o Mainly	due	to	interpersonal	conflict	
o 80%	of	virtual	teams	receive	no	training
o Result:	cost	overruns,	late	delivery,	poor	morale
3
References:	2015	PGi	Global	Telework	Survey
http://go.pgi.com/gen-genspec-15telesur-SC1129	(add	links)
Heliotrope Imaginal Education Systems Inc. Copyright 2017
Workplace	Conflict
References:	https://www.cpp.com/pdfs CPP_Global_Human_Capital_Report_Workplace_Conflict.pdf
4
PRIMARY CAUSES
o Personality &	Ego	Clashes	(49%)
o Escalating Workplace	Conflicts (90%)
o More	than	a	few	days	to	resolve	(29%)
o Remain	unresolved	(16%)
Heliotrope Imaginal Education Systems Inc. Copyright 2017
Workplace	Conflict	Costs
5
References:	https://www.cpp.com/pdfs CPP_Global_Human_Capital_Report_Workplace_Conflict.pdf
COSTS $359	BILLION US	ANNUALLY
o Consumes	2.8	hours	weekly	@$17.95	US	hourly
Heliotrope Imaginal Education Systems Inc. Copyright 2017
Prelude is	a	fast,	fun,	meaningful	way	for	virtual	
teams	to	grow	from	‘Me’	to	‘We’.	
Step	1:	Tune-Up
Step	2:	Practice
Step	3:	Bridge
6
Heliotrope Imaginal Education Systems Inc. Copyright 2017
A	Certified	Facilitator	guides	teams	through	a	transformative	
experience	using:	Self-Assessment,	Self-Expression,	Co-
Creation,	and	Dialogue.	
Guided	Team	Experience
7
As	teammates	become	attuned,	cognitively	and	emotionally,	
trust	naturally	arises	and	accelerates.
Heliotrope Imaginal Education Systems Inc. Copyright 2017
o Teams	complete	online	self-assessment	called	iStar™
o Generates	individual	holistic	profile	and	digital	iStar	Badge™
o Teams	meet	online	to	share	iStar	Stories™	and	grow	together
Step	1:	Tune	Up
8
Heliotrope Imaginal Education Systems Inc. Copyright 2017
Teammates	quickly,	easily	understand	the	overall	balance	of
their	soft	skill	strengths	and	where	change	is	needed.
9
Team	Element	Analytics
Heliotrope Imaginal Education Systems Inc. Copyright 2017
For	ongoing	reflection,	goal	setting,	and	mapping	progress.
Theme Activity
1 Understanding	Yourself
Participants will reflect upon how their elemental iStar strengths
are reflected in their lives and the lives of those they know
2 Understanding	Others
Using	examples,	prompts,	and	knowledge	gained	from	Prelude,	
participants	will	develop	greater	understanding	of	the	way	their	co-
workers	see	the	world
3
Effective	
Communication
Participants	will	reflect	on	what	other	personality	types	need	to	
experience	for	them	to	successfully	share	their	ideas
4 Practical	Applications
Participants	will	choose	from	a	roster	of	“test	applications”	and	try	to	
use	their	Prelude	knowledge	for	communication	or	collaboration
5
Self-Understanding
&	Advancement
Using	what	they	have	learned,	participants	will	develop	some	personal	
action	steps	that	allow	them	to	better	meet	personal		goals	and	
contribute	to	their	team.
StarSmart	Journal™
10
Heliotrope Imaginal Education Systems Inc. Copyright 2017
o Teammates	co-create	powerful	symbols	of	identity
o Foster	vision	of	team	excellence
o Accelerate	team	trust
Step	2:	Practice
11
Heliotrope Imaginal Education Systems Inc. Copyright 2017 12
iTag
Heliotrope Imaginal Education Systems Inc. Copyright 2017 13
weTag
Heliotrope Imaginal Education Systems Inc. Copyright 2017
Teams	Practice	Big	Picture	Thinking
14
Heliotrope Imaginal Education Systems Inc. Copyright 2017
Team	Alignment	Plan™	
Helps	teammates	align	diverse	
elemental	strengths		to	work	goals,	
tasks,	and	deliverables.	
Step	3:	Bridge
15
Team	Charter	Template
Contributes	to	more	robust,	useful	
Team	Charter.
Heliotrope Imaginal Education Systems Inc. Copyright 2017
Heliotrope Imaginal Education Systems Inc. Copyright 2017 17
Heliotrope Imaginal Education Systems Inc. Copyright 2017
Prelude	Suite:	Team	Benefits
18
o Accelerates	Team	Trust
o Strengthens	Soft	Skills
o Reduces	typical	causes	for	Interpersonal	Conflict
o Greater	appreciation	of	Diversity
o Positive	Team	Mental	Model
o Positive	Team	Emotional	Climate
o Strengthened	Psychological	Safety*
Heliotrope Imaginal Education Systems Inc. Copyright 2017 19
Heliotrope Imaginal Education Systems Inc. Copyright 2017
Testimonials
“Prelude	is	quicker and	more	focused	on	team	alignment	
compared	to	anything	else.”		Agile	Coach
“Prelude	is	deeper,	leads	to	better	self	understanding	and	
understanding	others,	has	a	step	of	co-creation,	and	is	more	fun
(not	boring	or	something	standard).”		Agile	Coach
“Faster	and	deeper	access	to	understanding	diverse	team	
strengths	through	the	power	of	image	and	words	combined.”	
Coach	Facilitator	
“It	goes	beyond	the	assessment	that	others	stop	at	and	dives	
deeper	via	the	iTag	and	weTag	to	tap	into	creative	and	visual	
communication	sources	we	don't	typically	utilize.”
Project	Manager
Heliotrope Imaginal Education Systems Inc. Copyright 2017
Scheduling
21
o Flexible	scheduling	due	to	modular	design
o Three	2-hour	sessions
o Asynchronous	&	synchronous	exercises
o Small	teams	require	less	time
Heliotrope Imaginal Education Systems Inc. Copyright 2017
FACILITATOR TRAINING
o Self-Directed	Modules
o Compact	Interactive	Lessons
o Easy	To	Learn
o Dedicated	Support
o Certification
o Annual	Renewal
Training	&	Certification
ONLINE PORTAL FEATURES
22
Heliotrope Imaginal Education Systems Inc. Copyright 2017
o Prelude	is	easily	delivered	across	devices	and	platforms	
(Lync,	Hangouts,	Skype,	WebEx,	Zoom,	etc.)
o High	speed	broadband,	connectivity,	video	capacity,	
headphones
Tech	Requirements
23
Heliotrope Imaginal Education Systems Inc. Copyright 2017
Competitive	Advantage
SIMPLE ONE-STOP INTEGRATED SOLUTION
o Addresses	global	training	problem.	
o Uses	advanced	psychology	principles.
o Ahead	of	market	demand	curve.	
24
• Easy	To	Learn	&	Facilitate
• Compact,	Efficient	Delivery
• Robust	Versatility
• Cross-Cultural	Application
• 5		HR	Tools-In-One
• 20	Virtual	Team	Best	Practices-In-One
Heliotrope Imaginal Education Systems Inc. Copyright 2017
Summary
① Large	Addressable,	Low	Penetration	Market
② Global	Partners	&	Client	Relations
③ Market	Tested	Product
④ Highly	Experienced	Team	
⑤ Scalable,	Low-Cost	Delivery
25
Heliotrope Imaginal Education Systems Inc. Copyright 2017 26
Managing	Partners
Josh Hoover, CTO & Co-Founder
Josh	has	always	been	entrepreneurial.	He’s	had	leadership	roles	in	product	development	and	project	management.	He	
learned	of	the	Prelude	Suite	while	heading	Saywire,	an	innovative	academic	social	learning	company.	Josh	instantly	saw	
it	as	a	game	changer	in	today's	work	spaces.	Pioneer	that	he	is,	Josh	joined	the	founding	team	in	2012.	His	expertise	in	
managing	diverse	team	projects	combined	with	application	architecture	and	development	acumen	afforded	key	
insights	and	design	inputs	into	the	evolution	of	the	Prelude	Suite.	His	innovations	have	singularly	helped	make	the	
resource	what	it	is	today.
Wendeline de Zan, Europe
Wendeline’s expertise is in helping clients maximize and sustain business results through building their leadership and
interpersonal skills in class and via videoconference. Her audiences learn to enhance their management skills and style
by developing trust-based relationships, generating personal and professional insights, and cultivating positive behavioral
differentiation through a variety of tools and techniques.
Mark	Tippin,	North	America
Human-Centered	Experience	Design	Leader.	Expert	facilitation	skills	to	align	Product	Management,	Product	Development	
and	key	stakeholders	around	their	customer's	goals	in	order	to	achieve	successful	outcomes.	Clients	include	Wells	Fargo	
Bank,	Boston	Scientific,	Mayo	Clinic,	Philips	and	Autodesk,Inc.
Howard B. Esbin PhD, CEO & Co-Founder
Howard is the co-creator of the Prelude Suite. This is informed by Howard’s academic research and extensive
management experience in international development, philanthropy, and the private sector. The International Labour
Organization, Education Canada, and UNESCO have published his writing.
Heliotrope Imaginal Education Systems Inc. Copyright 2017
Empowering	Virtual	Teams
Thank	You.
27

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Prelude Suite Deck / South Summit 2018

  • 1. Heliotrope Imaginal Education Systems Inc. Copyright 2017 Empowering Virtual Project Teams
  • 2. Heliotrope Imaginal Education Systems Inc. Copyright 2017 2 New World of Remote Work References: https://magic.piktochart.com/embed/2124832-remote-workers
  • 3. Heliotrope Imaginal Education Systems Inc. Copyright 2017 Global Training Problem 1B PEOPLE WORK REMOTELY o Mainly on distributed project teams o 80% of virtual teams perform poorly o Mainly due to interpersonal conflict o 80% of virtual teams receive no training o Result: cost overruns, late delivery, poor morale 3 References: 2015 PGi Global Telework Survey http://go.pgi.com/gen-genspec-15telesur-SC1129 (add links)
  • 4. Heliotrope Imaginal Education Systems Inc. Copyright 2017 Workplace Conflict References: https://www.cpp.com/pdfs CPP_Global_Human_Capital_Report_Workplace_Conflict.pdf 4 PRIMARY CAUSES o Personality & Ego Clashes (49%) o Escalating Workplace Conflicts (90%) o More than a few days to resolve (29%) o Remain unresolved (16%)
  • 5. Heliotrope Imaginal Education Systems Inc. Copyright 2017 Workplace Conflict Costs 5 References: https://www.cpp.com/pdfs CPP_Global_Human_Capital_Report_Workplace_Conflict.pdf COSTS $359 BILLION US ANNUALLY o Consumes 2.8 hours weekly @$17.95 US hourly
  • 6. Heliotrope Imaginal Education Systems Inc. Copyright 2017 Prelude is a fast, fun, meaningful way for virtual teams to grow from ‘Me’ to ‘We’. Step 1: Tune-Up Step 2: Practice Step 3: Bridge 6
  • 7. Heliotrope Imaginal Education Systems Inc. Copyright 2017 A Certified Facilitator guides teams through a transformative experience using: Self-Assessment, Self-Expression, Co- Creation, and Dialogue. Guided Team Experience 7 As teammates become attuned, cognitively and emotionally, trust naturally arises and accelerates.
  • 8. Heliotrope Imaginal Education Systems Inc. Copyright 2017 o Teams complete online self-assessment called iStar™ o Generates individual holistic profile and digital iStar Badge™ o Teams meet online to share iStar Stories™ and grow together Step 1: Tune Up 8
  • 9. Heliotrope Imaginal Education Systems Inc. Copyright 2017 Teammates quickly, easily understand the overall balance of their soft skill strengths and where change is needed. 9 Team Element Analytics
  • 10. Heliotrope Imaginal Education Systems Inc. Copyright 2017 For ongoing reflection, goal setting, and mapping progress. Theme Activity 1 Understanding Yourself Participants will reflect upon how their elemental iStar strengths are reflected in their lives and the lives of those they know 2 Understanding Others Using examples, prompts, and knowledge gained from Prelude, participants will develop greater understanding of the way their co- workers see the world 3 Effective Communication Participants will reflect on what other personality types need to experience for them to successfully share their ideas 4 Practical Applications Participants will choose from a roster of “test applications” and try to use their Prelude knowledge for communication or collaboration 5 Self-Understanding & Advancement Using what they have learned, participants will develop some personal action steps that allow them to better meet personal goals and contribute to their team. StarSmart Journal™ 10
  • 11. Heliotrope Imaginal Education Systems Inc. Copyright 2017 o Teammates co-create powerful symbols of identity o Foster vision of team excellence o Accelerate team trust Step 2: Practice 11
  • 12. Heliotrope Imaginal Education Systems Inc. Copyright 2017 12 iTag
  • 13. Heliotrope Imaginal Education Systems Inc. Copyright 2017 13 weTag
  • 14. Heliotrope Imaginal Education Systems Inc. Copyright 2017 Teams Practice Big Picture Thinking 14
  • 15. Heliotrope Imaginal Education Systems Inc. Copyright 2017 Team Alignment Plan™ Helps teammates align diverse elemental strengths to work goals, tasks, and deliverables. Step 3: Bridge 15 Team Charter Template Contributes to more robust, useful Team Charter.
  • 16. Heliotrope Imaginal Education Systems Inc. Copyright 2017
  • 17. Heliotrope Imaginal Education Systems Inc. Copyright 2017 17
  • 18. Heliotrope Imaginal Education Systems Inc. Copyright 2017 Prelude Suite: Team Benefits 18 o Accelerates Team Trust o Strengthens Soft Skills o Reduces typical causes for Interpersonal Conflict o Greater appreciation of Diversity o Positive Team Mental Model o Positive Team Emotional Climate o Strengthened Psychological Safety*
  • 19. Heliotrope Imaginal Education Systems Inc. Copyright 2017 19
  • 20. Heliotrope Imaginal Education Systems Inc. Copyright 2017 Testimonials “Prelude is quicker and more focused on team alignment compared to anything else.” Agile Coach “Prelude is deeper, leads to better self understanding and understanding others, has a step of co-creation, and is more fun (not boring or something standard).” Agile Coach “Faster and deeper access to understanding diverse team strengths through the power of image and words combined.” Coach Facilitator “It goes beyond the assessment that others stop at and dives deeper via the iTag and weTag to tap into creative and visual communication sources we don't typically utilize.” Project Manager
  • 21. Heliotrope Imaginal Education Systems Inc. Copyright 2017 Scheduling 21 o Flexible scheduling due to modular design o Three 2-hour sessions o Asynchronous & synchronous exercises o Small teams require less time
  • 22. Heliotrope Imaginal Education Systems Inc. Copyright 2017 FACILITATOR TRAINING o Self-Directed Modules o Compact Interactive Lessons o Easy To Learn o Dedicated Support o Certification o Annual Renewal Training & Certification ONLINE PORTAL FEATURES 22
  • 23. Heliotrope Imaginal Education Systems Inc. Copyright 2017 o Prelude is easily delivered across devices and platforms (Lync, Hangouts, Skype, WebEx, Zoom, etc.) o High speed broadband, connectivity, video capacity, headphones Tech Requirements 23
  • 24. Heliotrope Imaginal Education Systems Inc. Copyright 2017 Competitive Advantage SIMPLE ONE-STOP INTEGRATED SOLUTION o Addresses global training problem. o Uses advanced psychology principles. o Ahead of market demand curve. 24 • Easy To Learn & Facilitate • Compact, Efficient Delivery • Robust Versatility • Cross-Cultural Application • 5 HR Tools-In-One • 20 Virtual Team Best Practices-In-One
  • 25. Heliotrope Imaginal Education Systems Inc. Copyright 2017 Summary ① Large Addressable, Low Penetration Market ② Global Partners & Client Relations ③ Market Tested Product ④ Highly Experienced Team ⑤ Scalable, Low-Cost Delivery 25
  • 26. Heliotrope Imaginal Education Systems Inc. Copyright 2017 26 Managing Partners Josh Hoover, CTO & Co-Founder Josh has always been entrepreneurial. He’s had leadership roles in product development and project management. He learned of the Prelude Suite while heading Saywire, an innovative academic social learning company. Josh instantly saw it as a game changer in today's work spaces. Pioneer that he is, Josh joined the founding team in 2012. His expertise in managing diverse team projects combined with application architecture and development acumen afforded key insights and design inputs into the evolution of the Prelude Suite. His innovations have singularly helped make the resource what it is today. Wendeline de Zan, Europe Wendeline’s expertise is in helping clients maximize and sustain business results through building their leadership and interpersonal skills in class and via videoconference. Her audiences learn to enhance their management skills and style by developing trust-based relationships, generating personal and professional insights, and cultivating positive behavioral differentiation through a variety of tools and techniques. Mark Tippin, North America Human-Centered Experience Design Leader. Expert facilitation skills to align Product Management, Product Development and key stakeholders around their customer's goals in order to achieve successful outcomes. Clients include Wells Fargo Bank, Boston Scientific, Mayo Clinic, Philips and Autodesk,Inc. Howard B. Esbin PhD, CEO & Co-Founder Howard is the co-creator of the Prelude Suite. This is informed by Howard’s academic research and extensive management experience in international development, philanthropy, and the private sector. The International Labour Organization, Education Canada, and UNESCO have published his writing.
  • 27. Heliotrope Imaginal Education Systems Inc. Copyright 2017 Empowering Virtual Teams Thank You. 27