Flawless Consulting: Setting Strategic Vision

Thirteen years ago, I joined Designed Learning as an independent contractor to assist in marketing and sales. I knew absolutely nothing about Designed Learning, Flawless Consulting, or Peter Block. I knew even less about setting strategic vision and its importance to organizational effectiveness.

So, What’s the Point?

Learning the skills to avoid siloed work environments and embrace collaboration within the entire organization is essential to successful outcomes. Setting strategic vision includes establishing realistic goals and working with others — fully utilizing the expertise of all.  It is also about communicating effectively, developing working agreements across organizational boundaries, and solving problems long term. The results include increased job satisfaction, employee commitment, and bottom-line improvement.

Setting strategic vision means learning to convene others in a way that quickly builds connection and trust. It creates a personal view that you are part of something larger than yourself, the people you work with directly every day or a single client. You learn to look beyond the immediate and begin to hold yourself accountable, voluntarily committing to the well-being of the whole.  Acquiring these valuable skills will ensure that every project and conversation moves the organization forward in a positive direction.

How It’s Done

Flawless Consulting® develops tools that enable participants to be more strategic in their thinking and more effective at solving problems. These essential skills include:

  • How to recognize resistance in your clients and learn a technique to move forward effectively.
  • How to be assertive.
  • How to probe for underlying issues.
  • How to deliver feedback in a way that honors the client but challenges them to act.

During the experience, participants practice in real time the skills needed to have their expertise used. Every phase is discussed and practiced ensuring that no phase is skipped or ignored for the sake of expediency.

The first and most critical phase of Flawless Consulting is Contracting. Contracting is about building trust, exchanging wants and offers, and deciding what you’re going to do together and how you’re going to do it. In other words, establishing a working agreement. The success of the entire project and the decision to act and implement a lasting solution is incumbent on this initial phase.

During Flawless Consulting, participants also learn what role they typically choose as a consultant and partner: Expert, Pair of Hands or Collaborative.  

The skills learned in Flawless Consulting are essential in setting a strategic vision. Putting them into practice means ensuring that every person’s expertise is fully utilized, accountability and commitment are chosen, and individual success is achieved. More importantly, Flawless Consulting creates a culture of collaboration, sets strategic vision, and ensures the health and success of the whole.

Article by Chris Witt

Transforming Leadership for Equitable Change: Introducing Leader as Convener

In our pursuit of more equitable, sustainable, and community-oriented systems, we often overlook a crucial element: how we come together. At Designed Learning®, we believe that the way we convene can be as transformative as the work itself. Our “Leader as Convener” program offers a paradigm shift in how we perceive and address societal issues, reimagining leadership for the common good.

This approach advocates for reimagining our relationships with human capital, natural resources, financial systems, and social connections. It calls for an end to commodifying humanity, a renewed respect for nature, a reevaluation of financial practices, and the building of social capital through trust and citizen engagement.

Whether you’re an impact investor, a foundation catalyzing systemic change, or an NGO empowering communities, the way you bring people together matters. Traditional hierarchical leadership often falls short in addressing complex, interconnected challenges. Leader as Convener offers a new perspective, emphasizing focusing on gifts rather than deficiencies, possibilities over problem-solving, and balancing covenants with well-structured contracts to ensure both relational trust and clear expectations.

Envision meetings where power dynamics are neutralized, every voice is heard, and authentic commitment replaces lip service. Picture conversations that move beyond problem-solving to possibility thinking, where diverse strengths are recognized and leveraged. This is the essence of our program.

Leader as Convener equips leaders with skills to facilitate Six Conversations That Matter®:

  1. Possibility: Shifting from problems to potential
  2. Ownership: Moving from blame to accountability
  3. Dissent: Encouraging healthy disagreement
  4. Commitment: Transforming intentions into action
  5. Gifts: Utilizing diverse strengths
  6. Invitation: Extending genuine, inclusive calls to participate

This approach encourages leadership by convening and motivating citizens to actively participate in shaping their communities and narratives. For those in urban development, manufacturing, or sustainability, it boosts collaboration with diverse stakeholders, fostering inclusive decision-making for economic development and business associations. Academic institutions studying sustainable development gain a new perspective for effective community engagement. In large corporations, this approach shifts traditional hierarchies to more collaborative environments, enabling managers to facilitate meaningful conversations, foster team ownership, and ensure all voices are heard. This results in greater employee engagement, improved decision-making, and innovative problem-solving.

This program isn’t just about improving meetings; it’s about transforming how we work together to create change. It’s about building trust, fostering belonging, and creating conditions for true collaboration and innovation. By focusing on gifts and possibilities, we can create a more inclusive and sustainable future.

As we face unprecedented challenges in creating equitable and sustainable systems, we need new ways of leading and convening. Leader as Convener offers a path forward, helping us harness our collective wisdom and power to create the future we envision. It’s a call to action for all of us to rethink our roles in society and at work, and how we can contribute to positive change.

Article by Derek Peebles.

Learn more about Leader As Convener by downloading this free eBook by Peter Block.

Resistance is Predictable

 “Resistance is not only predictable and natural; it is a necessary part of the learning process.”  – Peter Bock, Flawless Consulting: A Guide to Getting Your Expertise Used

When it comes to your ideas and beliefs that you hold, it can be challenging to take a step back and see your views clearly. As humans, we feel most at peace when we stay in our comfort zone. When you are around new people, places and are introduced to concepts that seem completely different from your own, you may initially resist accepting these things. Change is something that many people have a challenging time receiving as it requires us to adjust our habits. These routine behaviors and preferences make us feel secure because we know their patterns and how they will inevitably make us feel. 

We all face hardships and obstacles in our lives that cause us to be discouraged. We resist negative psychological pain to keep going. It is normal to deny these unfavorable feelings because we believe that it will be better for our mental health in the long term; this is rarely the case. In fact, this suppression of uncomfortable emotions will cause a greater blow back in the end. If you learn to accept how you’re feeling, rather than resisting what makes you uncomfortable, you become free of fear.

Through this learning process, you will gain awareness of how you subconsciously think and feel. To be an individual who is self-aware is a double-edged sword. While you can consciously understand the patterns you display, you may also get invested in analyzing these behaviors. It’s important to focus on the positive change that can take place, rather than drowning in pessimistic introspection. You must be intentional with being a more open-minded person to grow.

Take it Easy – Manage Your Resistance

Peter Block tells us that, “If things are not going well, I am a player in them not going well. So, I must ask myself, what’s my contribution to the difficulty I am experiencing with the world?” Through this process of self-analyzing, you can uncover your underlying doubts, insecurities, and fears that are holding you back. Effective change for yourself can happen at a more accelerated pace as you are clear on what you are resisting.

According to Psychology Today, you can begin to accept resistance as a good thing when you become aware of your mental and physical state, and the thoughts that accompany this. Try selecting one day out of your week to purposefully check in with how you react to certain things you encounter. If you experience any resistance, choose to relax your body and mind instead. You may take a few deep breaths or focus on a happy thought. Through deliberate practice in understanding your resistance to yourself and others better, you will automatically live a more peaceful life.  

Article by Rebecca Crowell

Rebecca Crowell is a Designed Learning intern and graduate of Social Sciences at the University of Central Florida. She is currently pursuing her graduate degree in Clinical Mental Health Counseling at Stetson University in Deland, FL.

Finding Balance: Work and Life

“The goal is to balance a life that works with a life that counts.” – Peter Block, The Answer to How is Yes.

If you want to live a healthy life that benefits your mind, body, and spirit, then it’s important to be intentional about incorporating balance in all areas of your life. Balancing your responsibilities and roles as an individual can feel especially overwhelming when there’s little to no time to put aside during your daily routine.

Workplace stress is rampant, so it’s vital to monitor our mental health to effectively represent ourselves to our co-workers, our employers, and ourselves. Research from the World Health Organization states that 83% of US workers suffer from work-related stress, and 54% of workers report that work stress affects their home life.

Many of us prioritize competing deadlines, attending meetings, and working overtime to feel accomplished in the workplace. It feels rewarding to put all our energies into our careers so we may thrive and advance in our respected companies, but this comes with a cost. If your work-life balance is off-kilter, your mental health will start to decline, and inevitable stress will ensue.

The first step to feeling more fulfilled and at peace is knowing whether your work-life balance is healthy or unhealthy. You may think that overtime and endless hours of work are normal. However, if they’re becoming an issue for your health, it’s vital to address them. The Mental Health Foundation suggests five steps for addressing your work-life balance situation.

How to Find Balance:

  1. First, ask yourself what is causing your stress and how it affects your work and personal life.
  2. After addressing the cause, sit with those feelings. Are you angry with your situation now? Confused?
  3. Next, you’ll become more proactive by brainstorming ways to reduce your stress. Could you come home early one night a week to spend time with your family? Reprioritizing what’s important to you in the current moment will leave you feeling more at peace.
  4. After considering a few alternatives, consider how your work could accommodate these priorities. Then, you should speak up about these concerns and ideas for change with your employers.
  5. The last step is to follow through with making these changes. When talking with your boss, try asking for more flexible hours, remote work, or adjusting your designated days off. Contract on what you want or don’t, and work to reach an agreement that works for all.

“Choosing to act on what matters is the choice to live a passionate existence, which is anything but controlled and predictable,” says Peter Block in The Answer to How is Yes. “It is the challenge to acknowledge that just because something works, it doesn’t mean that it matters.” He asserts that a “life that matters is captured in the word yes,” where yes expresses our willingness to claim our freedom and use it to be a “player instead of a spectator to our own experience.”

Our mental health is indispensable; living a life that counts means prioritizing it effectively. It is “being a player in our own experience,” dedicating time towards our relationships with family and friends, leisure activities, and spaces outside of the workplace to reduce the burden that work may bring where winning back the practical balance of our life allows us to say yes to being more present and finding joy during our busy routines.

Article by Rebecca Crowell

Rebecca Crowell is a Designed Learning intern and graduate of Social Sciences at the University of Central Florida. She is currently pursuing her graduate degree in Clinical Mental Health Counseling at Stetson University in Deland, FL.

Managing your Inner Critic

“All we have to do to create the future is to change the nature of our conversations, to go from blame to ownership, from bargaining to commitment, and from problem-solving to possibility.” – Peter Block, Community: The Structure of Belonging.

We all have our inner critic—that voice that accompanies us throughout our day and interprets what we experience. This voice can be positive or negative, depending on our circumstances and how we navigate them. Unfortunately, we are more often drawn toward negative self-talk and thinking as we continuously face our fears and insecurities.

Everyday stressors can lead us to create a pessimistic narrative about our lives. When the obstacles we face are overwhelming and seem impossible to overcome, it becomes easy to feel shame, self-doubt, and negativity.

On the other hand, our inner critic can be a powerful ally if we engage in positive self-talk. We can choose to own our emotions and act towards increasing self-worth. Then, we empower ourselves to take control of our lives.

Becoming a friend to your Inner Critic

If you want to change the nature of your conversations with yourself, there are a few things you can try:

1) First, pay attention to how you speak to yourself.

The voice in your mind combines your conscious and unconscious thoughts and beliefs, either positive or negative.

2) Become aware of when you are kind to yourself.

Reaffirm possibilities like, ‘I can accomplish this’ or ‘I am capable.’ This will help you focus on being more intentional with positive thinking, and with practice and time, productive thinking like this will become second nature.

Recognize when you’re engaging in negative self-talk, like ‘I can’t do this’ or other thoughts accompanying feelings of doubt. Acknowledging when we’re actively engaging in harsh self-talk is a powerful step forward in reframing how we speak to ourselves and remaining present for future situations.

3) Think in Third-Person

Instead of thinking in the first person, replace the “I” in your inner monologue with your first name. According to an article in Psychology Today, this allows you to detach from the power of your thoughts. The space from those emotions decreases the possibility of overthinking and ruminating on negative beliefs.

Negative self-talk is, well, negative. We are our biggest critics of how we perform at work, how we treat our families and friends, and how we treat ourselves. It’s called the negativity bias, and we are naturally more susceptible to negative information and can more easily become addicted to it. So, while many of these thoughts and beliefs are untrue, reframing our mindsets into thinking positively about ourselves and others is much harder once we engage in negativity.

Creating a positive future is different from defining one. If we want to change how we engage with ourselves, we must shift our thinking and speak by focusing on possibilities, commitment, and ownership, not blame, bargaining, and problem-solving. Nurture your gifts, introduce loving self-talk, and change the nature of your conversations to usher in a newfound internal freedom.

Article by Rebecca Crowell

Rebecca Crowell is a Designed Learning intern and graduate of Social Sciences at the University of Central Florida. She is currently pursuing her graduate degree in Clinical Mental Health Counseling at Stetson University in Deland, FL.

Live by The Rules You Create

“The hardest thing for any of us is to live by the rules we ourselves create. It’s difficult enough to live by the rules that others create. It is brutal and fierce to live by the ones we create ourselves.” – Peter Block, The Empowered Manager: Positive Political Skills at Work.

Society means having laws, social norms, agreements, and rules. There is a structure to our way of life and how we function in social and professional settings. Indeed, all aspects of our lives involve rules that classify what’s right and wrong and tell us to behave accordingly. These rules, created by others and even ourselves, can be hard to live by.

In the book The Four Agreements, author Don Miguel Ruiz discusses the ‘dream of the planet,’ or society’s dream, which includes all the rules, beliefs, cultures, etc., passed down from generation to generation. From the beginning, humans have learned from those around us, including our family, teachers, and friends. We agreed because that’s all we knew. Through our bonds, we began to believe these adult beliefs as our own.

As time passes, we continue to develop and realize that we may believe very different things from those in our early life. We form our own identity as adults and move on to new opportunities. These experiences expose us to others who open our minds and help evolve our thinking. We see our narrative begin to shift, to change.

“We need to distinguish between the stories that give meaning to our lives and help us find our voice and those that limit our possibility,” says Peter Block in Community: The Structure of Belonging. “But our version of all of them, the meaning and the memory that we narrate to all who will listen, is our creation—made up. Fiction. And this is good news, for it means that a new story can be concocted any time we choose.”

It is brutal to live by the narratives we create for ourselves. It is even more so when we live a life agreeing with beliefs that are not ours. Block explains that to create a new story, we must first come to terms with the current one. Name it, be fierce in confronting your creation, and then choose to rewrite it. It is the key to personal freedom. It opens the door to a new story being written… one in which you control your happiness. In this story, you view yourself with love and treat others with kindness. You show up as the best version of whatever story that YOU choose to tell.

Article by Rebecca Crowell

Rebecca Crowell is a Designed Learning intern and graduate of Social Sciences at the University of Central Florida. She is currently pursuing her graduate degree in Clinical Mental Health Counseling at Stetson University in Deland, FL.

Say no, It’s a good thing

“If you can’t say no, your yes has no meaning.” – Peter Block, Flawless Consulting: A Guide to Getting Your Expertise Used

In a world that prioritizes a strong work ethic, success, and drive, it can feel challenging to say no. The dominant cultural narrative has been instilled in us from an early age. It celebrates competition and individualism, where upward mobility and economic success are the primary means of living a happy life.

It rarely is. Various areas of our lives require attention and care to feel truly content. These areas include relationships, physical health, finances, spirituality, leisure, work or school, and knowledge. If we are too hyper-fixated on one area of our well-being, there will be far less energy to attend to others. Being intentional in understanding which aspect of our life needs some extra care helps us discover what we need. When we are aware of our needs and have taken care of them, it’s easier to say yes. Then, we can take advantage of new opportunities with a genuine spirit.

Say no, it’s good for your well-being.

It’s frightening to say no. We may ‘people please’ and say yes even when we don’t want to. This often results in us becoming a pair of hands and finding ourselves stretched thin and stressed. We put personal needs on the back burner as we put others first. We do so because we fear we can’t say no and want to be well-liked and perceived as considerate. The thing is, our energy isn’t fully in it if we fail to set healthy boundaries.

Setting healthy boundaries is the key to a greater sense of confidence and internal freedom. If you can become more self-aware, it will be easier to communicate your thoughts, wants, and needs to others. If you feel burnt out from your work life and want to take time away from the office, set that boundary by discussing it with your supervisor. You may also need to say no to a friend’s invitation to an upcoming party because you know you need to prioritize self-care. Setting reasonable and healthy boundaries allows for less stress in the core areas of our lives.

Say no, it’s good for collaboration.

There are many ways one can say no assertively while remaining polite. According to Psychology Today, a helpful strategy for saying no is called the “sandwich method.” Let’s say you were invited to drinks after work with some co-workers, but you know you would feel better if you went home and caught up on sleep. You can kindly decline the invite by starting out and ending on a positive note. Thank them for including you, follow it with a no, and reschedule for next week. In this scenario, you assertively said no and still left feeling content about the relationships involved.

When partnering with others at work, consider contracting about what and how you work with each other. By reaching an agreement first, you and your coworker limit the risk of intentionally or unintentionally violating each other’s boundaries for a collaborative work relationship. “The business of the contracting phase,” says Peter Block in Flawless Consulting, “is to negotiate wants, cope with mixed motivation, surface concerns about exposure and loss of control, clarify the contract for all parties, and give affirmation.”

Say no, it’s good for the future.

It is possible to say no to provide a more meaningful yes in the future. Ultimately, we know ourselves better than anyone. By understanding when it’s necessary to say no, we are in direct recognition that “every one of our acts is a choice and that choice is free,” explains Block in Confronting Our Freedom: Leading a Culture of Chosen Accountability and Belonging, “then whenever we act consciously and deliberately, we also experience the core of our action the sense of free will. Mature and authentic individuals are fully conscious of the fact that they must choose.”

Article by Rebecca Crowell

Rebecca Crowell is a Designed Learning intern and graduate of Social Sciences at the University of Central Florida. She is currently pursuing her graduate degree in Clinical Mental Health Counseling at Stetson University in Deland, FL.

Possibilities from Designed Learning – June 2024

Flawless Consulting® in Florida
This September and October, take advantage of a special opportunity to join us in person for Flawless Consulting® Public Workshops in sunny Cape Canaveral, Florida. Have a blast on the Space Coast and experience learnings that will help you elevate your influence and launch partnerships that last. Part 1 – Sep. 10-11 / Part 2- Oct. 8-9 Sign up here.

Designed Learning at ATD24
Last month, the Designed Learning team attended ATD24 in New Orleans, bringing a refreshing return to authenticity amidst a sea of high-tech solutions. Through meaningful conversations, we shared our vision of humanizing the workplace and advocating for environments where relationships and compassion take center stage. The positive feedback we received reaffirmed the power of authenticity and connection. Read more reflections on our blog

ATD’s Handbook for Consultants
Whether you’re considering branching out on your own, struggling to keep your newly launched business afloat, or looking to take your consulting practice to the next level, this resource is for you. ATD’s Handbook for Consultants, edited by consulting powerhouse Elaine Biech, features two chapters by DL leadership, Peter Block and Beverly Crowell. Get your copy today.

In the works… Choosing Accountability workshop
We’ve been hard at work designing a new learning experience to help you shift mindsets, confront freedom, and inspire chosen accountability. Stay tuned for more. 

SUMMER READING

WHAT’S SCHEDULED

Upcoming Public Workshops

Webinars and Other Events

    Being Flawless in the Big Easy: Designed Learning at ATD24

    Last month, the Designed Learning team headed to New Orleans for ATD24. Our experience was a refreshing return to authenticity and genuine connection, even on an expo floor dominated by high-tech solutions and flashy displays. The Association for Talent Development’s annual international expo, held at the vibrant heart of the Big Easy, proved to be the ideal stage for us to showcase what truly matters—compassion, conversation, and humanity.

    A Glimpse into ATD24

    This year, the theme of ATD24 was “Recharge Your Soul,” and we did just that. For over 80 years, ATD24 has been a beacon for learning and development professionals. From its humble beginnings in Chicago in 1945, with just 56 attendees, in 2024, there were over 10,000 professionals from more than 80 countries. It was my first time experiencing this large-scale conference, and the energy was as overwhelming as it was inspirational. It was such a joy to be among those who came to discover the latest trends in the industry, unlock new tools and solutions, and network with peers committed to creating a better world through talent development.

    Our Booth – Simplicity Meets Authenticity

    Positioned right by the lunch area, which was an unexpected blessing, our booth stood out not because of any high-tech gadgets or elaborate displays but because of its simplicity and warmth. Visitors were greeted by four inviting little red cubes, perfect for small group conversations. If they wanted, they could pick up simple giveaways like stain-removing pens, mirrors, books, pens, and bookmarks—simple tools that reflect our commitment to practicality and thoughtfulness.

    One visitor summed it up perfectly when she approached us simply because she liked our smiles. This interaction embodied our philosophy that true connection comes from authenticity and compassion—two of the key ingredients that it takes to “be flawless™,” as we always say in Flawless Consulting®.

    Being A Model

    Our presence at ATD24 wasn’t just about showcasing our solutions; it was about modeling the role that we want to play in the industry. We believe in humanizing the workplace and building communities that work for the common good of all. Our low-tech booth was a physical manifestation of these values. By stripping away the unnecessary frills, we aimed to create a space where real, meaningful conversations could take place.

    We envision a world where workplaces prioritize what it means to be human, fostering environments where everyone feels valued and heard. This approach not only enhances productivity and innovation but also contributes to the overall well-being and influence of employees.

    The Impact of Authentic Engagement

    Throughout the conference, we engaged with numerous professionals who shared our vision. We discussed the importance of leadership, consulting, and workplaces that prioritize relationships. Our simple booth became a hub for exchanging ideas, sharing experiences with Peter Block’s books, and envisioning a future where work is more than just a means to an end—it’s a place where we can find meaning.

    The feedback we received was overwhelmingly positive. Many attendees appreciated our approach, noting that it was a breath of fresh air, even if they had never heard of Peter Block or Flawless Consulting. Our presence at ATD24 reaffirmed that to be flawless (authentic, compassionate, and a model) resonates deeply among those who want to be part of workplaces that put people, and relationships first.

    Souls Recharged

    We left New Orleans with hearts full of hope and minds brimming with new ideas. ATD24 reinforced our commitment to inspiring transformation in the workplace, one conversation at a time. We invite you to join us on this journey. Let’s work together to create workplaces that allow us to reclaim our collective well-being and prioritize the relational side of work, fostering environments where everyone can thrive.

    If you share our vision and want to learn more, reach out or check out our solutions.

    By Maya Mehta

    Being Present is Everything

    I was very fortunate to witness the solar eclipse in totality this week. Before this amazing celestial event, I read extensively about what would happen. I listened to presentations from scientists, naturalists, and other eclipse aficionados. I felt as if I was prepared and understood what would happen. I looked up at the sky, protective glasses in place, with my adult son and 35,000 of my closest fans at the ballpark. To say that I wasn’t prepared is an understatement. I was moved emotionally, spiritually, and physically. Being there was everything. The sense of awe, community, and pure wonder was astonishing. It felt like the world stopped for those three minutes, and it was glorious. I felt the coolness on my skin; my eyes saw nighttime in the middle of the day, and I basked in the silent awe of those around me being present.

    I relate this to the work we do at Designed Learning. In our Flawless Consulting experiences, being present with a client, partner, colleague, or friend is essential to being effective. With our Leader as Convener experiences, we convene with others to be fully present in larger groups. We utilize small group conversations to connect and be present with each other. These experiences were created from Peter Block’s books. The content of his writings continues to inspire me and help me to be more authentic, alive, and curious. However, if I just read the books, I am missing out. Being present in a room (Zoom or in-person) with other caring and curious people is everything. We learn from listening to others interpret, apply, and question the material and each other. 

    Our world is so full of distractions that keep us from fully being present. We rush through meals, rely on texting, and look for “what’s next?” It’s hard to slow down and appreciate the moment and appreciate the people we are with. A fundamental premise of Peter’s work is “The relationship is everything.” Knowing and experiencing it are two different things. The quality of our relationships is highly dependent on our ability to be present and in the moment. Let’s hit the pause button more often. Postpone our desires to take immediate action. Better yet, let’s appreciate that pausing, listening, and thinking are all actions. Let’s focus on what’s now, not what’s next. Be present. It will change your life and the lives of those around you.

    Article by Jeff Evans – April 2024