Flawless Consulting and Saying No

by Beverly Crowell

What do we say about saying no in Flawless Consulting?

In a recent conversation, a client said, “My company values relationships. I worry saying no might hurt the relationships I am trying to build.” Hearing that, I asked, “So, what kind of relationships does your company value? Only those where you agree?” A relationship is a way two or more people are connected. It is also the way they behave toward each other. From our client’s perspective, “saying no” is no way to behave. Peter Block, author of Flawless Consulting: A Guide to Getting Your Expertise Used, says this about the problem of saying no.

Internal consultants especially feel they are taking tremendous risks if they tell line managers that they would be better off terminating a project. Despite the risk, it is in your and the client’s best interests to refuse projects that do not have a reasonable chance for success. When you are stuck in contracting with a client, it is because both of you feel that if you don’t get your way, the project will not succeed. If you go ahead with a project you don’t believe in, you run the risk of failure. The reason to terminate projects is not because of consultant petulance, or pickiness, or the desire to engage only in exotic and professionally stimulating work. The reason to say no is to avoid failure. You will also avoid the waste of your resources and your future credibility with other opportunities.

Give more value to your yes.

Another reason to stay open to the possibility of saying no to a client is that you are trying to manage the relationship with the client in a way that you would wish the client to manage relationships with people in their organization. Saying no says that we have limits, that we have a right to declare boundaries and decide on our own what we commit to. If we cannot say no, then yes loses its meaning, and commitment also is taken off the table. We become programmed to say yes. After a while do not know when the yes is sincerely felt or simply born of institutionalized habit.

If you can’t usually say no to a client, there are still some choices for you. For example, you can minimize your investment of time and hope to keep your potential losses down. The easiest way to do this is to postpone the project. Say, “I am willing to go ahead with the project as you have requested, but I suggest that we begin it in eight months.” By this time, this manager may have moved on to another job, or you might have moved on to better things.

If you can’t postpone the project, minimize the scope of the job and the time it will require. Narrow the objectives of the project. Do what you can to reduce the visibility of the project and reduce the drain on your time and energy. The key is to be honest with yourself about the limitations of the project.

So, be realistic about unattractive projects.

Be clear with your boss and others that the project is beginning on shaky ground, that you would rather not proceed, but that you feel you have no choice because you can’t afford to say no to this client. Or, the corporate program is in your hands. Then, do the project in a low-key way.

The critical point to consider is whether it is really in your best interest to go ahead with a project. It may be better to live without the project and not having “converted” that client than to begin a project that might fail. If you pull back from one client, perhaps that client will be angry with you and feel rejected. But you lost only one client. If you proceed with a project that you think might fail and, in fact, it doesn’t go well, you are in bigger trouble. The client is going to tell five other managers how disappointing the project was and how it failed. Now you are in the hole with six managers instead of only one. It is just not good for business to take on low-chance-of-success projects.

Saying no in relationships can be a good thing as long as it is done with respect, honesty, and compassion. It can help you and your clients grow as individuals. Ultimately, it may lead to a stronger partnership where each is trusted, valued, and appreciated. It can also be better for you.

What kind of relationship do you want with your clients?

In a recent Mind Matters article from the Mettinger Clinic, they say the following, “Saying no can create more mental health stability by helping with self-care and build your self-esteem and confidence by setting boundaries. Saying no may be daunting, but there are ways to do it.” One of those ways includes setting healthy boundaries, which we call “wants and offers” in Flawless Consulting. Ultimately, we teach others how to treat us based on what we are willing to accept or not. Never say no, and your clients will always expect yes.

So, what kind of relationship do you want with your clients?

Want more information on how to build the consulting skill of saying no? Check out our Flawless Consulting® workshop based on the international best-selling book.

Are You Consulting Without a Safety Net?

What if we worked with clients in ways that could better leverage our expertise, foster trust sooner, galvanize stronger commitment, and make consulting more rewarding? I find these outcomes more likely occur when I weave a safety net in asking clients for what I want and voice them during contracting conversations:

  • I want you to, at any time, talk with me about how we are working together. This simple yet powerful statement opens the choice for clients to speak authentically about what is important to them and what challenges they face—affirming that my relationship with the client is fundamental to solving the problem. I’m now on the hook for asking clients about their doubts and concerns, naming their resistance, ensuring they feel seen and heard, and expressing what they are doing that is useful to me.
  • I want you to talk to me first, before talking to my boss. Waste of time and erosion of trust occur when we go around instead of directly to sources. With a client’s agreement to #1 above, it makes sense that I be the one talked to first. I always explain that if they go to my boss about something I should hear, my boss will ask, “Have you talked to JP about this?” because my boss and I have made this same agreement.
  • I want you to make the decision when others on this project come to a standstill/impasse. In every project I’ve been a part of, people have gotten stuck. When that happens, this agreement reminds clients that the decision to get unstuck is theirs to make.
  • I want you to agree that I will conduct my own discovery to gain a clear picture of what’s going on. My unique value to the client is my ability to see clearly how the problem is being managed. Without my independent perspective of the underlying dimensions of the problem, I’m left solving only the technical/business aspect of the problem—the presenting problem. The resolution of the real problem requires a change in thinking and action on the part of the client. By looking at the problem in a way that the client can’t, I’m able to identify the impact that goals, processes, and relationships have on the problem—how they keep the presenting problem from being solved. Without this agreement, clients have every right to assume I’ll skip the Discovery and Feedback Phases and move directly into Implementation.  
  • I want you to consider what role you need to play to bring about desired changes and how you may be contributing to the problem. This underscores why solving the presenting problem is not enough and invites our shared exploration. By encouraging early ownership and commitment, this minimizes surprises during feedback and points to what clients have the most control over. Rather than solving problems for clients, I set myself up to help clients solve problems themselves.

What I want from clients above stems from my consulting experiences and lessons learned. (Even today, what is challenging in a relationship can be attributed to what I have not asked for.) Although each relationship and project is unique, I voice this set during every contracting conversation to mitigate what I don’t want. These are in the interest of making sure the project is successful—not to satisfy my own personal whims and wishes. What would it sound like to state clearly and simply what you want from a client?

As humans, our reactions are strongly influenced by the environment we inhabit, and the same holds true for our clients. Without a safety net, we risk doing to the client as an expert or doing for the client as a pair of hands. What’s possible when, as Flawless Consultants, our decisions are grounded in the security of our safety net? By fostering an environment of relatedness and connection, we offer insurance for working with our clients, allowing our expertise to shine. What does your safety net of wants look like?

Article by JP Tier

5 Reasons Why Consulting Is Always a Choice

“What if someone finds out I’m not supposed to be here?!” my inner voice whispered during my first Flawless Consulting workshop. Even my job title as a consultant couldn’t convince me I belonged. The problem was that I judged my value based on others’ perceptions rather than my own. If your inner imposter insists, “I’m not a consultant,” consider these choices:

1. Be Authentic

Put into words what you are experiencing in alignment with what you value. Being authentic with a client who has solutions of their own and expects you to follow their instructions may sound like, “I’m reluctant to support a solution when I’ve not been personally involved in the diagnosis of the problem.” This simple direct statement rebalances the consultant-client relationship.

2. Be Compassionate

Assume good intentions and give clients the benefit of the doubt. Acknowledge that what the client is doing makes perfect sense to them. Care about their feelings. Instead of standing across from a client whose lack of commitment stems from concerns of losing control and getting hurt, stand with them: “Starting a project like this takes some risks on your part, and I appreciate your willingness to take that risk with me.”

3. Exchange Wants

Elicit the client’s expectations of you. Clearly and simply state what you want from the client. “What do you want from me? Here’s what I want from you.” This is in the interest of making sure the project is successful, as you cannot receive what you do not ask for. “I want you to consider what role you need to play to bring about desired changes and how you may be contributing to the problem.” This affirms that you trust yourself to know what is required for you to be successful and gives your client something to trust.

4. Be a Model for the Way You Want Things to Be

Whatever’s missing in a situation is that which you can provide. You go first! Our hope that others will learn and change is best realized through our behaviors of what’s possible. “What concerns do you have about our working together?” “Here’s what you’ve done that has been useful…” This tells our clients it’s okay to show us their warts and wrinkles and teaches them how to work with us.

5. Help Clients Solve Problems Themselves

Instead of solving problems for clients, apply your special skills to help clients solve problems themselves. The distinction is significant. Differentiate between the presenting problem and the underlying problem by understanding how the problem is being managed. Help clients make good decisions by focusing on where they have the most influence – themselves! Enable them to discover the extent of choice and freedom in their lives that they didn’t know they had.

If you’re still unsure if consulting is what you do, consider that every time you give advice to someone who is in the position to make the choice, you are consulting. Being a consultant depends less on your title and more on your choices. As consultants, we often feel choiceless. By opting for humanity in the “flawless” choices above, we enhance our influence and leverage our expertise. How’s that for experiencing more choice?!

Article by JP Tier

Want to learn more about Flawless Consulting? Sign up for our virtual and in-person workshops or get a copy of the book today.

What are you agreeing to?

What are you agreeing to? As an internal consultant, I often hear messages embedded within the culture and hierarchy of the organization about how my work should be conducted. Pressure to be strategic in relationships, speak in an indirect way, and ignore what I’m experiencing at the moment. Those things define my dilemma. Mandates to “never say no” and expectations to convert difficult clients make internal consulting a high-risk endeavor. What I agree to can limit my expertise getting use. It also could amplify the possibility my consulting will be of lasting service.

“We need to run this like a business!”

This statement presumes more control, oversight, and predictability is what is needed. Agreeing to be controlled by this false safety that dehumanizes the culture in the workforce overlooks the most important element of this statement: We! The route to genuine change is less obvious than a list and some milestones. More prescription is what ensures tomorrow will be no more different than yesterday. Relationship is the delivery system of anything we’re looking to accomplish. Agreeing to answer, “What will people do differently because of anything we do together?” invites an exploration of answers that establishes a collaborative relationship and builds client commitment.

“The traditional sense of consulting is not what is needed here.”

As internal consultants, we’re often handed something someone else has started. In response to my want to have a more collaborative partnership with a client, my boss conveyed, “The traditional sense of consulting is not what is needed here.” Ah! The importance of making agreements with the client and my boss within a triangular contract. It is easier for me to agree to do the bidding of my boss as a pair of hands or as an expert. It is better for me to agree to our exchange of what we want of each other. A workable agreement between me and my boss is crucial to a successful client agreement. Just because being collaborative may not always be possible is not a reason to avoid authentically expressing in words what I want to get my expertise used. What future agreements could my boss learn to make with clients through agreements I make with her?

“This client likes to think they are special and is known for getting whatever they want.”

While facilitating a request for my team’s services, a relationship manager cautioned, “This client likes to think they are special and is known for getting whatever they want.” By agreeing to this, I’m confronted with how I am creating the world I’m living in. How might the client work within agreements where consultants have not directly expressed what they want? Could my belief in, and worse, retelling of stories about ogres and angels be contributing to the problem? Could it be prohibiting my expertise from being used? I can agree to look beyond my heroic wish to be all-powerful and successful, reflected in my own concerns of relevance, competence, and self-esteem. Also, I agree to see what is human about clients. I agree to acknowledge how they have similar concerns about losing control, becoming vulnerable, and making a commitment.

We can agree to identify the high self-trust choices we all have as internal consultants. Agree to be ourselves or agree to conform to the expectations we think others have of us. We can agree to play roles and adopt internally alien behavior. Agree to represent some loss of ourselves or agree to present information as simply, directly, and assertively as possible. We can agree to recycle familiar messages or agree to engage people together in a conversation they didn’t expect to have. We can agree not to collude and instead embark on a high-adventure path, operating in a realm of greater risk and reward while still earning the respect and appreciation of our clients, where we give up some safety in service of increased power, impact, and influence.

By JP Tier

‘Yes’ is the right question

 Something in the persistent question, “How?” expresses each person’s struggle between having confidence in their capacity to live a life of purpose and yielding to the daily demands of being practical. It is possible to spend our days engaged in activities that work well for us and achieve our objectives and still wonder whether we are making a difference in the world. What if ‘Yes’ is the right question?

My premise is that this culture, and we as members of it, have yielded too quickly to what is doable, practical, and popular. In the process, we have sacrificed the pursuit of what is in our hearts. We find ourselves giving in to our doubts and settling for what we know how to do or can soon learn to do instead of pursuing what most matters to us and living with the adventure and anxiety that this requires.

We often avoid the question of whether something is worth doing by going straight to the question, How do we do it?” In fact, when we believe that something is definitely not worth doing, we are particularly eager to start asking How? We can look at what is worth doing at many different levels: As an individual, I can wonder whether I can be myself and do what I want and still make a living. For an organization, I can ask for whose sake does this organization exist, and does it exist for any larger purpose than to survive and be economically successful? As a society, have we replaced a sense of community and civic engagement for economic well-being and the pursuit of our private ambition?

Too often, when a discussion is dominated by questions of how we risk overvaluing what is practical and doable and postponing the questions of larger purpose and collective well-being. With the question, we risk aspiring to goals that are defined for us by the culture and by our institutions at the expense of pursuing purposes and intentions that arise from within ourselves.

While there are many positive values to our desire for concrete action and results, it does not ensure that what we are doing serves our own larger purpose or acts to create a world that we can believe in—in other words, a world that matters. Thus, the pursuit of how we can act to avoid more important questions, such as whether what we are doing is important to us, as opposed to being important to them. While we do create value when we pursue what is important to others, it is different from doing what is important to us.

If knowing how offers us the possibility of more control and predictability, then we may have to sacrifice them to pursue what matters. The choice to worry about why we are doing something more than how we do something is risky business. It is risky for us as individuals, for our organizations, and for society.

Choosing to act on “what matters “is the choice to live a passionate existence, which is anything but controlled and predictable. The alternative to asking How? is saying Yes – not literally, but as a symbol of our stance toward the possibility of more meaningful change and change that promises real commitment to what draws us into what matters. 

To commit to the course of acting on what matters, we postpone the how questions and precede them with others that begin to shift us from “what works” to “what matters.” Taken in isolation and asked in the right context, all how. The questions are valid. But, when they become the primary questions, the controlling questions, or the defining questions, they create a world where operational attention drives out the human spirit. 

How Question 1: How do you do it? 

becomes

Yes Question 1: What refusal have I been postponing?

How Question 2: How long will it take? 

becomes

Yes Question 2: What commitment am I willing to make?

How Question 3: How much does it cost? 

becomes

Yes, Question 3: What is the price I am willing to pay?

How Question 4: How do you get others to change? 

becomes

Yes Question 4: What is my contribution to the problem I am concerned with?

How Question 5: How do we measure it? 

becomes

Yes Question 5: What is the crossroad at which I find myself at this point in my work/life?

How Question 6: How are other people doing it successfully? 

becomes

Yes Question 6: What do we want to create together?

When we look for tools and techniques which are part of the how question, we preempt other kinds of learning. If we want to know what really works, we must carefully decide which are the right questions for this moment. Picking the right question is the beginning of action on what matters, and this is what works. This is how we name the debate, by the questions we pursue, for all these questions are action steps. Good questions work on us; we don’t work on them. They are not a project to be completed but a doorway opening onto a greater depth of understanding and action that will take us into being more fully alive.

From The Answer to How is Yes by Peter Block.

Developing Flawless Clients

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 “Flawless” Conversation with your Boss

This is the most important ongoing conversation that you have in your organization. It sets the guidelines for how you and your boss will work together. It is the beginning of a partnership with your boss and a step toward empowerment for you.

Most of us believe that we are already having such conversations. I know I did. Yet when I dig deeper with people, I find that most conversations were as a benevolent parent (boss) to a compliant child (employee), not as partners.

First step: you will have to initiate this meeting. Do not wait for your boss. He or she has a lot going on so such a conversation isn’t on their radar. Prepare for the conversation by getting clear about the situation you are facing and what you want from your boss.

The contracting meeting from Flawless Consulting offers an excellent format with a couple of variations. Here are the key elements of the conversation.

Describe the situation. This is an opportunity to take ownership of your work, projects, etc., and describe how you want to complete the work. It is being proactive. Consider statements like:

  • Here’s what I see happening…

  • This is what I am working on…

  • Here’s what I’m planning to do…

  • These are the boundaries and constraints as I see them…

  • This is the priority I see for this work/project…

  • What information do you have that might change any of this?

Share your wants/offers. “The support, resources, understanding I want from you is… (be specific)”

Ask the boss for his/her wants/offers. “What do you want from me?”

Ask for concerns. “What concerns do you have about how I plan to proceed? What’s at risk for you, Boss?”

Summarize your conversation and offer to send an email outlining what you discussed.

I remember my first conversation like this with my boss. I was a nervous wreck anticipating all kinds of terrible endings, Once we got started, it became surprisingly pleasant… two adults talking as colleagues. Over the next few years, our relationship changed more to a partnership, then to a trusted advisor.

I learned to initiate these conversations in situations, like whenever I…

  • Had a new assignment

  • Planned something new

  • Attended training or development workshops

  • Learned about something that should be brought to the boss’ attention

  • Changed job assignments

In the Flawless Consulting Skills workshops, I began to ask participants to schedule a conversation with their bosses to discuss the workshop content and what they wanted to continue their learning.

So, here’s my encouragement to you. Schedule a conversation with your boss over the next five business days about something you’re working on, and go have a talk using the format above. It will take courage and it will change your relationship. Give it a try.

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

Charles L Fields was a highly acclaimed Senior Consultant at Designed Learning and a lover of life. He traveled the world by car, rail, plane, and ship, watched the sunrise on Croagh Patrick, and set on Victoria Peak, weathered a perfect storm in the Pacific, bartered for a darbuka in the Grand Bazaar, prayed at Lord Nelson’s Sarcophagus, ate lunch in the oldest restaurant in the world. His prolific and thought-provoking writing contributed to the design and re-design of many DL products, including Flawless Consulting, Empowerment, and Stewardship. Charlie shared his passion for this body of work in over 25 countries. His impact is a blessing.

Collaborative Consulting: Three Degrees of Difficulty

Consulting—especially collaborative consulting—requires artful presence and, consequently, is inherently difficult. It requires us to manage at three levels simultaneously: the consulting process, our relationship with the client, and ourselves.

In my view, Peter Block’s description of a practitioner-based process represents one of the great contributions of Flawless Consulting. Collaborative consulting requires paying attention to the process while simultaneously being willing to improvise within it. This represents the first degree of difficulty.

W. Edwards Deming, in his quality control work (and I think he is not fully appreciated as an OD practitioner), discusses “natural” vs “special” variation. Collaborative consulting has a lot of natural variation resulting from organizational complexity and the uncertainty of human behavior. The problem with behavioral “science” is that the standard deviations are significant. Little we do is 100% predictable, yet there is an underlying process we as consultants are responsible for knowing and following.

Can I use the contracting conversation to open the doors to discovery and the meeting for decision? Can I renegotiate my wants when the scope and scale of the work changes? Can I confront the client with how his behavior affects the situation we are discussing? Can I identify the real client?

Each client is unique. Do I have the interpersonal flexibility to adapt to and connect with my clients? Can I interact with compassion and authenticity? So, managing the client relationship in a way that engenders trust and openness represents the second degree of difficulty.

Personally, I apply Carl Jung’s principles (and teach them) as part of my consulting and coaching practice. My personal favorite is Insights Discovery—but the Myers-Briggs Type Indicator, DiSC, and others all rest on the same foundation. What clues to the client rest in the physical appearance of her/his office? Is it neatly arranged and orderly with a lot of manuals? I’m probably going to need to be precise and detail oriented in my approach. Is it more casual with toys and a playful feel? I probably need to dial up my extroverted-feeling energy. In adapting, I have to remind myself that introversion/extroversion, thinking/feeling, sensing/intuition are preferences I’ve developed and not hard-wired characteristics.

 If I want to connect (and we teach the principle of connection before content in our work), I will be more successful if I can move closer to the client’s preferences.

Managing myself in the face of client behavior, emotional resistance, lack of responsiveness, indecisiveness, and intellectual challenges represents the third degree of difficulty. For me personally, attitude toward authority is something I must continually monitor. There is a part of me that wants to find those who have power wrong simply because they have power. There is a part of me that wants to be viewed as capable. There is a part of me that wants to be seen as helpful. When I indulge any of these wants uncritically and without awareness, I can get in trouble as a consultant. If I am sitting in judgment, true connection will be unlikely. If I want to be seen as knowledgeable, I can get into expert mode. If I am intimidated by the client’s power, I might withhold valuable feedback or lapse into a pair of hands work because it feels safer.

How we handle these personal issues materially affects how we do our work. Let me conclude with a reference to Shakespeare. There are clients who want to seduce us into offering “expert” advice that supports their view of the world. This is captured in Julius Caesar in Act 2, Scene 1, when Metellus says:

“Oh, let us have him, for his silver hairs
Will purchase us a good opinion,
And buy men’s voices to commend our deeds
It shall be said his judgement ruled our hands.
Our youths and wildness shall no whit appear,
But all be buried in his gravity.”

My translation: the change agents (Metellus, Brutus, and their confederates) recruit an “expert consultant” (gray-haired Cicero) to cover for their insecurity and sell their change strategy (assassinate Caesar).

Jeff has been affiliated with Designed Learning for more than 20 years.

Having held leadership positions in marketing, sales, organizational development, and HR, Jeff brings years of large-system experience in internal consulting to his work with Designed Learning. Jeff believes that when the human spirit thrives, organizations thrive as well.

Empowered?

Empowerment is a confusing word. It’s also known as being authentic, taking ownership, choosing accountability, partnership, or being collaborative. It is the source of many questions like: “What is it all about? How do I become empowered? How do I empower my employees? How do I hold them accountable?”

Empowerment is about a mindset, an approach to how we work with and relate to others. It is a mindset that I choose—a mindset that believes, “I am the result of choices I make and I am accountable for the outcomes.”

(An example) During a Flawless Consulting Skills workshop, I met Kelly, who was unhappy in her job. When I asked her why she stayed, she said, “I have to stay, I don’t have a choice.” Curious, I asked why and she told me that members of her family had health issues that were covered by the organization’s insurance. If she left, she’d lose that.

What I heard was that the consequences of a choice to leave were unbearable. Yet she still had a choice. The choice was how to show up at work every day—thankful for a job that helped her family, or blaming others and the organization for a miserable life.

She was not empowered! Her mindset had been to blame her circumstance on others and take no accountability for her choice to stay. I saw Kelly again a few weeks later and noticed a significant change. She had chosen to be grateful and told me it had changed her life.

So, the first step towards empowerment is to change your mindset to move toward choice and ownership.

(Another example) Terry, a manager, wanted to empower her employees. Her mindset was that, as the boss, she had to control the work by setting the directions, laying out the plan, monitoring work, and holding the employee accountable for the results.

When Terry assigned a project to Bill, her conversations went: “Here’s what I want you to do and this is how you should do it. You will be accountable for the results. Any questions?” Of course, Bill’s response was, “No questions.” He kept quiet and complied with Terry’s plans, because it felt too risky to speak out.

In this conversation, Terry owned the project, not Bill. Bill was not empowered! Bill had limited ownership in the project. Such conversations keep the status quo and do not help create a culture of empowerment. So, moving towards empowerment means changing your conversations.

Here’s a reality… either Terry or Bill can change the conversation. For Terry, it means being less directive and asking more questions. By asking Bill how he wants to handle the project, Terry offers him more choice and ownership.

For Bill, it means having the courage to express, with compassion, how he wants to handle the project and what he wants from Terry to be successful. When he chooses to express his wants, he becomes accountable for the project and moves toward being empowered.

Flawless Consulting Skills workshops help participants see the choices they make about how they approach consulting and the impact of those choices. Peter Block calls this “confronting them with their choices.” This helps them realize what their mindset is and consider changing it.

Flawless Consulting Skills workshops also provide time and coaching for participants to practice new conversations that encourage expressing wants and dealing with resistance. Practice is the key! Practice in a friendly environment builds courage to use the skills in real life.

An empowerment mindset can be a life/career changer. I’d love to hear your thoughts and questions. Drop me a note. Let me know what you think.

Charles L Fields was a highly acclaimed Senior Consultant at Designed Learning and a lover of life. He traveled the world by car, rail, plane, and ship, watched the sunrise on Croagh Patrick, and set on Victoria Peak, weathered a perfect storm in the Pacific, bartered for a darbuka in the Grand Bazaar, prayed at Lord Nelson’s Sarcophagus, ate lunch in the oldest restaurant in the world. His prolific and thought-provoking writing contributed to the design and re-design of many DL products, including Flawless Consulting, Empowerment, and Stewardship. Charlie shared his passion for this body of work in over 25 countries. His impact is a blessing.

Another Look at Resistance

In any conversation with clients, there are concerns that are rarely discussed. These doubts vary in intensity with their perceived risk and loss of control; they are personal to the individual and the situation—they are not the same for everyone.

Doubts and concerns get expressed through different behaviors. You see them as:

  • direct statements;

  • indirect expressions;

  • wrong questions; or

  • wanting proof, a promise, or power before committing to a course of action.

At the heart of these expressions are emotional harsh realities—the real doubts, concerns, or fears that the client has about the project or whatever you are discussing. These are expressions of refusal without actually saying “No.”

They are nature’s way of telling you something important is going on! They are signs of change and learning. They are not to be overcome, but to be understood and expressed. Don’t take them personally. That will only get in the way of your dealing with them effectively.

These doubts and concerns are not legitimate objections. Objections are generally logical.

The general techniques for addressing objections—making the business case; giving more proof; bartering; talking about features, benefits, and advantages—will not address the concerns . . . they usually make it worse! In these conversations, we are faced with two internal struggles: the client’s and ours.

The Client’s Internal Struggle:

  •  “Often when we’re talking, I will have concerns about what we’re discussing.

  • For me to tell you my doubts, I need to know that it’s safe for me to talk.

  • Deep inside, I worry that if I tell you my doubts, you’ll judge me, condemn me, expose meand this puts me at risk. 

  • When I am at risk, I feel vulnerable and can get hurt.

  • If I think I’ll get hurt, I‘ll act to protect myself.

  • I protect myself by trying to control the conversation and limiting your choices and actions.”

The Client’s Hope: to keep the conversation comfortable by not talking about my concerns.

The Consultant’s Internal Struggle:

  • “Often when we’re talking, your behaviors suggest that you may have concerns about what we’re discussing.

  • For me to let you talk about your doubts, I need to know that it’s safe for me to ask.

  • Deep inside, I worry that if I confront your doubts, you’ll become angry with me, yell at me, threaten meand this puts me at risk. 

  • When I am at risk, I feel vulnerable and can get hurt.

  • If I think I’ll get hurt, I‘ll act to protect myself.

  • I protect myself by offering a more compelling business case, bartering, going along, or withdrawing.”

The Consultant’s Hope: to keep the conversation comfortable by not confronting your behaviors.

This struggle is self-defeating. To break the cycle, the consultant needs to choose to confront what’s going on and create a safe space for the client to talk. To do this, we can:

1. Take the client’s side by listening, being patient, and seeking understanding.

2. Recognize the behaviors and not taking them personally.

3. Suspend our judgment by not interpreting the behaviors.

4. Choose to change the conversation that follows.

5. Ask questions of curiosity about their concerns instead of giving advice.

6. Act with courage.

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

Charles L Fields was a highly acclaimed Senior Consultant at Designed Learning and a lover of life. He traveled the world by car, rail, plane, and ship, watched the sunrise on Croagh Patrick, and set on Victoria Peak, weathered a perfect storm in the Pacific, bartered for a darbuka in the Grand Bazaar, prayed at Lord Nelson’s Sarcophagus, ate lunch in the oldest restaurant in the world. His prolific and thought-provoking writing contributed to the design and re-design of many DL products, including Flawless Consulting, Empowerment, and Stewardship. Charlie shared his passion for this body of work in over 25 countries. His impact is a blessing.