Tag: clients

Developing Flawless Clients

Posted on by Maya Mehta

Flawless Consulting is the popular workshop and book by Peter Block, which are designed to develop skills that increase an internal consultant’s ability to have a strong and positive impact on their client’s business results. Individuals in staff positions such as human resources, training, organizational development, information systems, finance, safety, purchasing, and engineering have all benefited from Flawless Consulting over the years.

Recently, I was delivering a workshop to one such group: Human Resources. Near the end of the second day and after much exploration of the Flawless Consulting process and skills, a participant asked, “I love all this content for myself as a consultant. It would be great if my client could hear it as well. Do you have a class for them . . . on how to be a flawless client?”

After some laughter and agreement in the room, we talked about this idea of the flawless client. Who are they? What do they do or not do that makes them flawless? How can we as consultants help?

In his book Flawless Consulting, Block asserts that a consultant is a person in a position to have some influence over an individual, group, or organization, but with no power to make changes or implement programs. Most people in staff or support roles are really consultants, even if they don’t call themselves one. And if we take that thinking further, many of our clients may find themselves in the consultant role, too.

Most professionals are working in cross-functional, cross-business groups and other work models that do not maintain strict vertical business units grouped by function and geography. So, a client today may be a consultant tomorrow.

 

If we agree that any client may also be a consultant, the answer to how we help them becomes a whole lot simpler. Here are some ideas.

  • While we don’t have a workshop called Flawless Clients, we do have Flawless Consulting. Anyone inside your organization who is in a position to influence without the power to make the changes would be an excellent candidate. Invite them to attend—and if they do, get together to talk about what they learned and how it can help your own relationship moving forward. Many leaders/clients have attended the workshop and found great value in the experience.

  • Remember, we learn from each other—directly or indirectly. By being a Flawless Consultant, you are inviting your clients to learn from you through what you say and what you do. Have a discussion about the consulting process—specifically, as part of your conversations to lay the groundwork for how you will work together, not just what work you will do. Encourage questions and be intentional in sharing what you are doing and why. Throughout the process, ask the question, “What did we learn from that?” Push the pause button to reflect before moving on to the next task or step.

  • In any consulting agreement, maximum client involvement will occur to the extent that you involve them. Our goal as Flawless Consultants is to be collaborative, where the engagement is a 50/50 partnership with our client to solve a given problem. When collaborative, the client must be actively involved in data gathering and analysis, setting goals and developing action plans, and finally, sharing responsibility for success or failure. When we are collaborative, problem-solving becomes a joint undertaking: the better the odds for success after the consultant has left and the more that is learned.

When we are being authentic with our clients and completing the business of consulting in each phase, we are being Flawless. Even so, it won’t always mean our clients become flawless too. According to Block, “Your job, as a consultant, is to present information as simply, directly, and assertively as possible, and to complete the tasks of each phase of the consultation. That’s all there is to do, and it’s within each of us to do that perfectly.” Do that perfectly, and perhaps your clients will follow.

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

A Short Version of My Misunderstanding of Gestalt

Posted on by Maya Mehta

In October 2019, Designed Learning marked the 40th anniversary of its founding with a webinar where Peter shared some thoughts on the origins of the company. It all began with a workshop, he said, that was grounded in a simple belief: relationships are decisive. What hasn’t changed over the years is this basic belief that relationships are decisive, not convenient, not rewarded, not comforting. And so it turns out that your ability to engage in honest, authentic relationships has everything to do with business performance.

In this blog post, Peter reflects farther back, into the origins of that simple belief that gave Designed Learning its footing.

My affection for Gestalt began sixty years ago. It took me to a weekend workshop in a barn in New Hope, Pennsylvania. It took me to Esalen Institute at Big Sur, California. Of all the different therapies I explored, it was the most efficient. Brutal, to the point, and absent of analyzing the world, one of my continuing resistances to living.

So it began as a long and personal journey to make sense of my life.

Then it became the foundation of my consulting work in organization development. Whenever I was lost and had no idea what was happening, I would go around the room and ask, “How do you feel? What do you want?” I did it often enough that I wrote a book on consulting that was mostly organized around these questions.

I once told a friend that I felt guilty making a living off of two questions. He said, “What else is there?”

The value of the questions is their power to value experience over intellect. The argument between science and religion is incomplete. What completes the conversation is experience. The existence of God, the empiricism of Science: interesting but inconclusive. What is interesting and conclusive is that if you aspire to act on what you know, this can be found in your own body. This is the ultimate challenge of any therapy, intervention, strategic planning: will you act on what you know? Gestalt is unrelenting on this question.

This is the essence of freedom, of relationship, of a fully lived life. These are central to changing organizational culture. The dominant narrative of system living is that predictability, consistency, and control produce high performance. A childish myth. Mostly they produce fear, isolation, and compliance.

Asking how you feel and what you want, collectively, in a context of support, is the essence of transformation. We learn and shift our thinking and our relationships with others at the citadel of our own experience, put into words in the presence of others.

If you care about transformation, or learning, or creating an organization that delivers on its promise, put best practices aside. Pay no attention to learning from history. Pay no attention to learning from your elders. Or what your precious children taught you. Pay no attention to what gives you bliss, or joy, or letting the ocean remind you of what a small and lucky being you are. These are fine comforts. So are a pillow and socks that fit.

This is not cynicism. It is the expression of faith. Existential faith.

Gestalt for me is an unsentimental version of a life. It demands we accept our own human landscape. That freedom occurs when you understand that no one is watching. That understanding and judgment are the booby prizes. It ends the need for violence in its more subtle forms of self-improvement and trying hard.

Two years ago, at the end of a workshop that I ran which went well, I declared to a participant that this experience was so different, more powerful, than other groups I had led in the company. I said that I wondered why. He said, “Peter, can’t you just enjoy this experience, and stop trying to analyze everything?”

Evidently not.

 

Excerpt by Peter Block from Gestalt Practice: Living and Working in Pursuit of wHolism,” Mary Ann Rainey and Brenda B. Jones, eds. (Faringdon, UK: Libri Publishing, 2019).

Peter Block is an author, consultant and citizen of Cincinnati, Ohio. His work is about empowerment, stewardship, chosen accountability and the reconciliation of community.

Signs That You May Be an Internal Consultant

Posted on by Maya Mehta

You’re a what? A consultant! The word conjures many thoughts – most of them negative. I’ve heard the jokes, seen the cartoons, and watched the movies.

I never thought of myself as a consultant. I was a director of training for engineering, not a consultant. The people who worked for me were technicians and engineers not consultants. The people I worked with were engineering managers, not clients.

Over the years, as I trained people in Flawless Consulting skills, I heard that comment over and over, “I never thought of myself as a consultant.”

To help people discover their role, I offer the following nine signs that you may be in an internal consulting role. (When you read “others,” I am referring to people outside your area.)

1. You have a professional area of expertise.

2. You work in an area that provides support to other departments or divisions, i.e. Administrative services, business process improvement, communications, engineering, finance, human resources, it, law, learning and development, OD, project management, purchasing, recruiting, or training.

3. You have words like advisor, analyst, business partner, HR, improvement, IT, performance, process, productivity, relationship, research, safety, specialist, strategist, or training in your job title.

4. You refer to the others you serve as business partners, line managers, customers, and clients.

5. You work to help others solve their problems with sustainable solutions.

6. You find that others often come to you for assistance “at the last moment.”

7. You find that others’ expectations are often not clear and hard to understand.

8. You feel that others sometimes don’t see your value or credibility.

9. You find it hard to “sell” your recommendations to others.

Now if you answered “Yes” to at least four of these questions, you are probably an internal consultant.

Don’t fret, consulting can be a great life if you change your thinking. That’s what happened to me when I attended a Flawless Consulting skills workshop years ago. During that first workshop, my thinking began to change. I realized that much of what I did was internal consulting and that I needed to develop some new skills to be successful.

For example, I started listening more than I talked, I asked questions instead of making statements, and I slowed down to understand my client’s emotional reactions instead of getting frustrated or angry. In a short time, I built trust and credibility in my relationships that I had not had before.

After a few months of practicing Flawless Consulting skills, relationships at work changed for the better. I became a partner to my clients, not just someone to arrange training events. After a year, Engineering became more open, more cooperative, more productive. Within two years I enjoyed working with all departments of the company and several of their external customers. I developed an internal consulting practice and became a trusted advisor to a few key leaders. I thrived not just survived.

– This article was written by Charles L. Fields, a proponent and practitioner of Designed Learning, for many years.  He was a gifted facilitator, mentor, and coach to participants and fellow affiliate consultants of Designed Learning.  We lost Charlie several years ago to cancer, but his spirit and inspiration live on in our lives and in his writing.