Consulting Complexities: Promising Magic

This post on how giving our clients what’s popular instead of what works ultimately undermines consulting effectiveness continues our series that looks at what interferes with our capacity to serve, even in the face of our best intentions. It speaks to both internal and external consultants––and to their clients––about the tensions between doing what is fashionable and providing genuine service.

Remember reengineering? It is a good example of an idea that became the rage and consultants that made promises to the point they were unsustainable. After a good run, the work fell of its own weight. We might say that the clients did not adequately implement what the consultants recommended, but that argument is too one-sided.

The idea that organizations should be structured according to a customer-driven work process rather than by discipline-driven vertical silos makes sense. It is a way to break up the bureaucracies that made organizations unable to give customers a unique, quick, anytime-anywhere response. As the methodology became more and more popular, it reached a point where whatever change we had in mind was called reengineering. Every department thought it was reengineering itself. I even heard individuals say they were in the process of reengineering themselves. The energy was more about becoming part of a movement than about becoming better. Reengineering became synonymous with restructuring and was sold by the large accounting and consulting firms with promises of a 30 to 50 percent return on the investment.

The bloom was soon off the rose. A large fashion company spent $600 million in consulting fees alone to restructure itself and bring up-to-date information technology to its business. After years of investment, a leader of this company acknowledged publicly that the effort had not been successful and eventually 2,500 employees were reassigned, retired, or laid off to help, in effect, finance the venture.

The dark side of reengineering threatened our whole profession because the promises made to sell the work either were never fulfilled or could finally be achieved only by eliminating jobs on a wide scale. In fact, many of the clients of reengineering projects soon began undoing their efforts because they found the concept unworkable. Some even sued to get their money back.

Reengineering is a good example of two complexities consultants still face: how we take advantage of what is in vogue and how we pursue covert purposes. When an idea is fashionable it becomes, almost by definition, a cosmetic solution. When consultants offer a service primarily because clients want it, we have chosen commerce over care. If we were strictly a business you would say, “What’s the problem? Customer is always right. We only gave them what they asked for.” Being also a service function, though, means that something more is due to the client.

Clients have a right to expect the consultant to decide whether what the client is willing to buy will deliver what the client really needs. If the client manager asks for a service that will not help, or may even be harmful, then when does the consultant say no and turn away the work? It is a tough thing to do, especially for internal consultants.

The other complexity that doing what is in vogue brings to mind is that consulting risks becoming a form of double-dealing––for example, when force reductions are packaged as organization improvement. In the case of reengineering, who could argue with restructuring for the sake of the customer? Organizations went through a long process of interviews, redesign teams, and extensive selling and training for the new system, when the real net result of the effort was the elimination of jobs with little real change in culture or function.

When I reflect on the complexities consultants face, the most surprising one is the willingness of line managers to follow the fashions and buy what is popular.

Whether it’s core competence, embracing mistakes, Six Sigma or whatever, many of the largest consulting efforts never deliver on their promise. Once the fashion parade begins, though, there is no stopping it, and we consultants participate and profit from it.

Consultants make a living by giving legitimacy to a manager’s efforts to sell an idea internally. Or to play the bad cop in pushing unpopular decisions, rationalizing cutbacks, implementing get-tough, back-to-basics strategies. It is the timidity of our captains of industry that drives these uses of consultants, but we need to own the nature of our participation.

It Takes Courage to be a Flawless Consultant

Flawless Consulting Skills offer a different approach to consulting conversations! When participants learn about some of those skills, they tell me that “You can’t do or say that in our culture; you can do that in your organization, but here, it’s just not acceptable.” I hear the same thing from people in Barcelona, Chicago, Dublin, Istanbul, Tokyo, or Vienna – all across the planet.

What is it that we can’t do because of their culture?

We would like to talk about our wants, raise tough issues, offer alternatives, or deal with resistance but the risk feels too great. We feel that neither certain individuals nor the culture is ready for a different conversation. Our desire is to have Clients that see us as valuable, competent, and relevant.

We worry that using some of the Flawless Consulting Skills may disrupt the organization. Our experiences bias our thinking. So, we keep it safe. We do what the Client wants us to do. We don’t raise tough issues. We say “Yes” when we want to say “No.” Better to keep things comfortable. We “live with it”, blaming the culture and hoping that things change in the future.

Yet, we created the culture we complain about through the conversations we have with each other. If we want a different culture, we need to change our thinking, and change our conversations!

What does it take to do that? Courage!

Courage is about owning the choices we make and owning the results of those choices. It means taking a risk to deepen a relationship. It means tough conversations about unspoken issues.

Courage–the foundation of Flawless Consulting–is being authentic. It is about talking in simple, direct words with compassionate, respectful tones. It means having tough conversations, listening to others’ concerns, and being slow to give advice. Courage is offering choice and freedom. It is a precious gift to give others.

So, what do you do to act with courage?

1. Ask yourself, “What’s keeping me from trying these skills?”

  • What are others doing that makes me cautious or concerned?

  • When they do that how do I respond, what do I do?

  • What response do I need to choose to change the conversation?

2. Practice! This will build your confidence.

  • Even if you think you already use the skill or think the skill is inappropriate, take advantage of the time to practice in a safe environment–especially during the workshop.

  • Have a colleague practice with you.

  • Video yourself using your cell phone.

3. Start with friendlies!

  • Talk to a couple of Clients that you have a good relationship with and tell them you want to start using the skills and ask for patience as you try them.

  • Until you’ve had some practice and built your confidence, avoid trying them on your toughest Clients

4. Start using the skills with everyone.

…And if you choose not to use the skills, own your choice. Don’t blame the culture or others!

I’d love to hear about your acts of courage. Drop me a note. Let me know how it’s going.

The Crucial Contract

One of the most important lessons I have learned in my years as a consultant is that a project’s outcome, success, or failure is highly connected to the contract set up with the client. Everything comes back to the contracting phase. Were you crystal clear on the scope? Did you agree to openly share feedback with your client? Did you ask for what you need to be successful? Do you feel like this is the right client to be working with?

One of the things we teach in Flawless Consulting is how to effectively contract with your client. The outcome of this preliminary phase is to generate an agreement about what the work is, how the work will be executed, and what underlying client relationship is needed. When this is done well, the end result feels really good. As a consultant, you feel seen, validated and set up for success.

What separates a good contracting conversation from a Flawless contracting conversation?

Whereas a good contracting conversation hits all the bullets on your agenda, a Flawless contracting conversation is characterized by depth and authenticity. It connects the players a personal level. It confirms the initial organizational issue. It allows both parties to vulnerably ask for what they want. It creates a level playing field where the consultant and the client can lean into each other for support. Sounds pretty legitimate, right?

Many times I have walked away from a contracting conversation and have felt good. It was easy. I hit everything on my agenda and the client was amiable. After reflecting, I start to think that maybe it was too easy. Did I really dig deep with the client to better understand her level of commitment? Did I address any noticeable resistance? Perhaps I contracted for giving the client feedback, but did I inquire into how that feedback should be delivered? An effective contracting conversation is thorough, relational, professional and at times edgy. Lean into the edge but maintain professional credibility.

I challenge you to go there and to model the type of relationship you want to have from the very beginning. Don’t sell yourself short during this seemingly easy, but critical step of the process. Be the bold consultant that you know you are. Get on your client’s level. This allows you to be a true strategic partner in the effort and it sets you up for success. Remember, contracting is crucial!

If You’re not Experiencing Resistance, You May Be a Pair of Hands

We have very little resistance in our culture, Charlie.” came the statement from a participant. “We feel that our open collaborative culture promotes working together and so we just don’t encounter much resistance.”

I’ve heard those words in the Flawless Consulting Skills workshops. They come from a mindset – strategy or approach – that staff or service groups develop toward internal consulting. This mindset believes:

  • The customer (client) is always right.

  • Our client is in management and they know what they want.

  • Our job is to serve…to respond to their requests.

  • We do not question the clients plans.

  • We avoid disagreeing with the client since it could be seen as a challenge to the client’s authority.

  • Our goal is to make things work using our expertise, our special and unique knowledge.

With such an approach, internal consultants often minimize their wants, skip Discovery & Feedback phases, and move quickly to Implementation. In Flawless Consulting, the name for such a mindset is the “Pair of Hands Role” in which the Internal Consultant takes a passive, transactional role deferring to the judgment and wishes of the client.

The upside of such a role is that decisions come quickly, implementation is fast, the Consultant knows what to do, and conflict is avoided. The hope is for a successful outcome based on the client’s plan. It fits into the work smarter and harder pressures of today’s world.

The downside is that the Consultant assumes the client has correctly identified the situation and its solution. Such an assumption may impact the Consultants’ credibility and reputation if the client is wrong. Also, the Consultant may be under-utilized offering little to identifying the situation accurately or generating ideas for an effective solution. Over time, the Pair of Hands approach can lead to the Internal Consultant being seen as low value added.

The most severe consequence comes when we don’t have a real problem or implement the right solution. This costs time and money in rework and damages our credibility.

The Pair of Hands role is a choice based on a mindset wanting to serve and please our clients. It’s not good or bad, right or wrong. Like every choice we make, it has consequences. Knowing those consequences before we make a choice is helpful.

So little or no resistance from the client may be a sign that we’re operating as a Pair of Hands. If we want to change that, we need to change our conversations. The “Contracting” meeting from Flawless Consulting describes that new conversation and helps build the skills needed to move toward a real collaborative role and a real partnership.

I’ll leave you with something to think about.

What is my approach (mindset) to working with my clients and what are the results we’re getting?”

I’d love to hear your stories. Drop me a note. Let me know how it’s going

Consulting Complexities: Performance Management… Let Me Do It for You

This post on how the lure to set up programs to manage performance improvement ultimately undermines consulting effectiveness continues our series that looks at what interferes with our capacity to serve, even in the face of our best intentions. It speaks to both internal and external consultants experiencing the tensions between doing what is popular and providing genuine service to a client.

In a culture in which profitability and efficiency are the priority, accountability becomes everyone’s favorite word. We think that there is a relationship between holding ourselves and others more accountable and increasing performance. If we can just tighten our accountability grip, the organization would deliver more. This illusion creates a market for methodologies and consultant services that promise better gripping power.

There are consulting firms that guarantee concrete results in return for a fee. If you don’t see the results, you don’t pay the fee. This is the ultimate in performance consulting. How could a consultant make this kind of guarantee? Simple. Take over that segment of the business that you promise to improve. The consultant becomes a surrogate manager, and the line management clears the way and effectively steps aside. The people in the unit live under the power of the consultant, and generally the consultant delivers on the “performance improvement” by instituting closer controls and having fewer people doing more jobs.

This is not really consulting. It is something we might call “in-sourcing”: bringing into the organization, on a temporary basis, surrogate managers who are willing to take a difficult stand, reduce head count, confront people in a way that the permanent, resident management is unwilling to do.

Even if the job needed to be done, the use of consultants in this way undermines the legitimacy of the consultant role. Consulting is no longer educational, advisory, or capacity building. Line managers cast the consultant in the role of the Serpent in order to protect their own good image with their own people. When we go along with this, it may be good for our business, but hard on the service dimension of the profession.

There are milder forms of performance consulting, the main problems of which have more to do with taking measurements than with taking charge. There is a widespread belief that anything you cannot measure does not exist. And internal staff groups are under more and more pressure to be more business oriented and return-on-investment–minded than in the past. Hard to argue with in theory.

The risk is that staff groups will no longer be in the business of cultural change or confronting the culture with its own blindness. Performance consulting will drive staff groups to be more like the culture that surrounds them. This will reinforce services that treat only symptoms and seek acceptance at the cost of some greater impact than the consultant or staff group has the potential to make.

There is great pressure for this, especially in the human resource area. The HR function comes under siege because much of its value is hard to quantify. In periods when people concerns are in remission, the push to “rationalize” HR almost leads to its elimination. There has to be a way for qualitative services to demonstrate their value without sacrificing the power of their unique perspective.

Flawlessly Feeding Your Soul

As a millennial in the midst of her career, I find myself exposed to a range of diverse colleagues and clients with regard to age, gender, skill set, title, role, background and overall life experience. Some are leading in their industry or just getting started with their working professional career, groomed with the latest best practices. Others have spent decades in different corporate roles, taking on new projects and challenges, rising up the ranks. Regardless of their generation and different experiences, they all face one thing in common, human dynamics.

It is the intangible skill set of connecting, relating, understanding, influencing, and aligning that seems to affect everyone in their organizational system, from individual contributor to senior leader. Technical acumen is needed to thrive in today’s technologically advancing society, but your business cannot thrive on technical acumen alone. Ignoring the more difficult aspects of human dynamics in the workplace can drag down the culture due to a reluctance to address the “here and now.” This is emotionally draining and contributes to workplace stress. Heeding behavior allows you to not only deliver a great end product, but work with others on the team Flawlessly. This is the main focus of Peter Block’s workshop’s and book, Flawless Consulting.

What does it mean to act Flawlessly? Does it mean to complete the work on time and on budget? Perhaps those things may be important and critical to the project’s success, but what about behavior?

Pure awareness, intentional reflection, grounded integrity, and operating with conscious choice is Flawless.

I invite my diverse colleagues, who may be experiencing challenges, to explore further with me. I ask you to dive deeper into the presenting problem to understand the influencing factors   I ask you to deepen your own awareness into your own contribution to the problem. I invite you to that space in-between both subjective realities where insight is flickering in the dark. Confronting discomfort, letting go, and listening for the new path forward. This is where the magic happens and a newfound opportunity to mitigate resistance and co-create a healthy and effective solution.

When I see friends and colleagues struggling with interpersonal or group dynamics, I remember how universal this challenge is. It transcends industries, levels of hierarchy, and global culture. This work is ongoing and is the work for us all in the midst of our dynamic and diverse lives. To evolve and sharpen technologically is an imperative for change, so is the need to cultivate conscious awareness in service of your personal and organizational mission. It’s emotional, it’s uncomfortable, and it feeds your soul.

FAQ’s from Flawless Consulting Workshops

Over the years I have trained thousands of people in Flawless Consulting Workshops. Most of them did not see themselves as consultants yet had questions about how to relate to the people they served inside the organization.

Now, if you’re not sure you are an internal consultant? Follow this link to a previous article.

Here are the seven most frequently asked questions that I am asked in Flawless Consulting Workshops about becoming an internal consultant with impact and influence.

1. How do I move from a transactional (doing everything) role and into a partnership (strategic) role?

2. What are the right questions to ask clients to get results?

3. How do I get clients to be clear about their expectations?

4. How do I deal with difficult clients, handle push-back and resistance?

5. How do I get my recommendations accepted and used by my clients?

6. How do I show my value, credibility, expertise to my client?

7. How do I get my clients to take accountability?

After you think about these questions, I have two questions for you…

1. What is your top question about being an internal consultant?

2. What are you doing to build your internal consulting skills?

I’d love to hear your questions. Drop me a note. Let me know how it’s going. Looking forward to hearing from you. Over the next few blogs, I’ll work to answer some of these or other questions I get from you.

The No-Judgment Zone

Jiddu Krishnamurti, an Indian philosopher, speaker, and writer said, “The ability to observe without evaluating is the highest form of intelligence.” It’s an ability we talk about often in Flawless Consulting when learning how to deal with resistance in our client relationships.

Observation is the action or process of observing something or someone carefully in order to gain information. It is a statement based on something one has seen, heard, or noticed. Evaluation is altogether different. It is the making of a judgment about the amount, number, or value of something—an assessment. The time between observation and evaluation is seconds but the impact can be monumental.

At any point in our consulting process with a client, resistance is likely to happen. Dealing with such resistance may not be easy, but we’ve learned it can be simple. The key is leveraging the difference between observation and evaluation.

First, let’s talk about what resistance may look like in a client.

Some examples may include silence, interrupting, changing the topic, asking excessive questions, checking the time, stone-walling, arriving late, leaving early or even proclaiming, “We’ve always done it this way.” When hit with these various forms of resistance, it can be very easy to jump immediately into our own evaluation of what we believe their resistance must really mean. Flawless Consultants learn to come to a full-stop of our innate jump to judgment.

We do this by understanding what is behind the resistance and seek to get to the heart of what’s really going on.

Resistance in clients is often a sneak peek into their own harsh realities of the challenge they are trying to overcome.

There may be a real fear of being vulnerable to the consulting process, making a commitment, or even the fear of losing control. Resistance then is an open door to discovering critical aspects of what could be an underlying problem that should be addressed sooner rather than later. There may be a real fear of being vulnerable to the consulting process, making a commitment, or even the fear of losing control. Resistance then is an open door to discovering critical aspects of what could be an underlying problem that should be addressed sooner rather than later.

We use five skills to help navigate these murky waters.

1. Give two good-faith responses. In other words, give a “resisting” behavior a pass for the first two times. If you see your client take a quick look at their watch, don’t automatically read too much into it. If the behavior doesn’t continue, it wasn’t signaling resistance.

2. If the behavior does continue after at least two good-faith responses, name the behavior simply and directly. Here is where the difference between observation and evaluation becomes critical. Simply state the observed behavior and come to a full stop before moving to evaluation.

For instance, a client continues to look at their watch. A Flawless Consultant would say, “You keep looking at the clock.” If you say, “You look distracted,” you’ve moved pass observation, into evaluation and well into judgment which can quickly derail a conversation and make navigating the resistance even more difficult.

3. Once you’ve named the behavior, be quiet. Let the tension rise and allow the client to explain what the behavior means.

4. Give support to the underlying concerns by listening curiously, asking questions and seeking to understand.

5. Return to the business of the meeting or something new, depending on the underlying concerns. Let it go and move on.

Ultimately, resistance gets in the way of dealing with issues that affect the work. If we, as consultants, don’t manage the resistance, we may never really get to the deeper issues. We can help clients be more direct by showing them what they are doing by being clear and direct about our observations. It’s with this “look in the mirror” that we hope clients will say “why” they are doing it. No evaluation. No judgment. After all, it’s their “why” to tell.

Beverly Crowell is an experienced facilitator, speaker, thought leader, and author specializing in the areas of business operations, organization, employee and human resources development.

“What do you mean by Flawless?”

It’s a question I hear early in my Flawless Consulting Skills workshops. Flawless can sound arrogant and impossible. But let me offer a short explanation of Flawless. There are four basic principles to being Flawless that are simple and practical…

  • Being authentic with others
  • Acting with compassion
  • Completing the business of each phase
  • Modeling it—living it out

Flawless does not mean that you’ll always get your way or never have a difficult client. Flawless builds trusting relationships, working together as partners for the organization.

Flawless is not a destination; it’s a journey of learning.

Having used these principles and skills for over 30 years, I am still learning what it means to be Flawless®.

Here is a simple description I use when asked, “How do you explain to your client what you do?”

I start by discussing how we each Feel about working together. Then, I Listen to understand what the client is up against or trying to do. I Acknowledge what I’ve heard and ask questions for clarity and understanding. We agree on what we Want from each other to make our work successful. Next, I ask others for their views of the situation and Listen to discover the underlying issues. After that, I organize my thoughts and Explain to the client, without judgment, what I see happening and its impact, allowing us to make progress towards a decision. Throughout the process, I raise tough issues and Support the client’s doubts and concerns while telling them personally about the Strengths and contributions they have made in our work together.

I keep the words simple and descriptive, No jargon. This simplicity is how I emulate authenticity with my clients.

In Flawless Consulting workshops, you’ll learn the skills to begin your own personal journey toward being Flawless. I wish you fair winds and following seas.