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

Is Your Consulting Flawless?

As consulting professionals, each interaction with a client offers an opportunity to allow the flawless consultant within us to emerge. So is your consulting flawless? The preliminary events of consulting are where we have the most leverage to create successful outcomes during implementation. Furthermore, our reactions to a client, our feelings during conversations, our ability to solicit feedback from the client and give feedback to the client—can accelerate trust, instill balanced responsibility, and build client commitment throughout the consulting process. So, what strikes you about these choices?

Contracting

(Dealing with emotional issues and agreeing on how to proceed)

ConsultingFlawless Consulting
How’s the weather in your area today?Things have not gone smoothly in our history of working together. That concerns me and I want to rewrite that history. What personal meaning do you find in what we’re doing?
How long has this been going on? Have you tried…?I hear your concern for… And what I hear really matters to you is…
What do you want from this project?What do you want from me?
It would be good to get your support on this.I want you to make the decision when others on this project come to a standstill or impasse.
Based on what we’ve discussed, next steps are…What doubts and reservations do you have about our agreement to work together?
I completely understand. Now, back to…You’ve really helped me see what’s at stake for you. Thank you for trusting me in that way. How do you feel about proceeding?

Discovery

(Discovering the underlying dimensions of the problem)

ConsultingFlawless Consulting
I’m here to diagnose the problem.What can we create together that we cannot create alone?
What seems to be the problem?What capacities and strengths of others would make this successful?
What process seems to be missing?How is conflict managed?
Who has solved this elsewhere, and how do we import that knowledge?What is your contribution to the problem?
How did this problem start?What’s the future you want to see?
It sounds like the problem is… What if you…?What do you need to do to create the future you’ve described?

Feedback

(Getting the client to act on the underlying issues)

ConsultingFlawless Consulting
I’m here to teach you how to…What declaration of possibility can you make that has the power to transform this group and inspire you?
As you can see on slide #36…Something you may have control over is… Something you can do is… What’s your reaction to what I just shared?
Another reason my recommendation will work is…What ideas do you recommend for turning this around?
Let me explain a third time what I mean.Are you getting what you want from this meeting?
Believe me—my plan is solid.Here are the choices you have. What promise are you willing to make that constitutes a risk or major shift for you?
I’ll send you the PowerPoint.Something you’ve done in this conversation that’s been of value to me is…

Flawless consultation means consulting as best we can, independent of outcomes. Letting our behavior be consistent with our beliefs and feelings. Trusting ourselves to raise the stakes, engage in caring confrontation, offer strong support, and ensure affirmation of what each of us knows. This is the path that serves us well with clients and increases the chances that our expertise will be used again and again. Make your consulting flawless today. Learn more here.

by JP Tier

3 Reasons Why Reading Flawless Consulting Is Not Enough

Yes, reading is fundamental. And as a valuable and essential method of learning, it does have its limitations, particularly when it comes to acquiring practical skills. Solely relying on reading to learn a skill can be as limiting as learning how to ride a bike by only reading an instruction manual. Mere words on a page won’t help you learn how to maintain balance, coordinate pedaling, steering, and braking, or anticipate obstacles. To avoid getting a flat tire when influencing others, here are 3 reasons why only reading Flawless Consulting is not enough to get your expertise used:

  1. Complex Skills: Consulting skills are intricate and multifaceted, requiring a combination of theoretical knowledge and practical experience. For instance, you may read about the many steps required of consultants within each Consulting Phase, but without actually practicing and honing these steps, you won’t become proficient. Which steps might you have forgotten? What’s possible in reviewing these helpful checklists and worksheets with your clients and asking for their agreement to experience them together?
  2. Lack of Practical Application: Reading alone doesn’t provide hands-on experience. Consulting skills require practice and real-world application to truly master them. Without practical experience, you may struggle to translate theoretical knowledge into real-world actions. For example, consultants often find it easy to ask clients for what they want but can’t imagine putting directly into words what they want from the client to make a project successful. It’s not until this vital skill is practiced that asking for what you want becomes fathomable. Did you know Designed Learning offers coaching and consulting to help you solve problems and impact relationships? How might a conversation with one of Designed Learning’s certified coaches help you implement what you’ve read?
  3. Social Interaction and Collaboration: Consulting skills involve connecting and collaborating with others. Reading alone may not adequately prepare you for real-world interactions that are essential for flawless consultation. When learning a skill, feedback is crucial for improvement. Reading doesn’t offer immediate feedback on your performance or help you identify and correct mistakes in real-time. Did you know that even before the book was published, author Peter Block designed Flawless Consulting as a workshop? It’s true! Our Flawless Consulting® workshop inspires mastery of the promises and phases of the renowned book with an interactive and powerful learning experience. Through use of case studies, role plays, and simulations, participants gain insight into their own individual consulting skills, try new behaviors, and test assumptions to see what impact changes may have on their results and satisfaction back on the job.

Engaging with a skill beyond reading, such as through practical application and experiential learning, can enhance your motivation and enthusiasm for learning. Reading alone might not provide the same level of motivation. Better to combine it with hands-on practice, real-world experience, and interactive learning methods to fully develop your consulting skills. Just like learning to ride a bike, Designed Learning’s solutions and services ensure your skills to have your expertise used, transform organizations, and build healthy partnerships will quickly come back to you when needed.

by JP Tier

Change the Conversation – Change the Culture

By Jeff Evans

“How do we change the culture?” It is a question I have been asked many times while facilitating Flawless Consulting® workshops. The answer? “One conversation at a time.” 

Participants of Flawless find a lot of value in the tools and concepts we cover to be more collaborative and to get their expertise utilized. However, they share that a big barrier to collaborating is the culture- in particular, the behavior of upper management. I spent over 30 years inside large organizations, and I have felt the same way at times. I found myself thinking and saying, “I could be more collaborative if my boss and my clients let me.” For some reason, I felt I couldn’t change if they didn’t change. What I have learned is if I wait for others to change, at any level, I will be waiting a long time. I need to focus on my own behaviors and attitude about how I want to work and relate to others.  

Exchanging Wants

A key element and skill of Flawless Consulting®Ω is exchanging wants with the people I am trying to influence. This means getting curious about what the other person wants as well as being clear about what I want. Easier said than done in organizations where the culture values hierarchy, command, and control. When I am in a support role, trying to influence others with position, power, and authority, it can be easier to focus on their wants and ignore my own. When I do this, I am putting myself in a position to be an “order taker” or “pair-of-hands.” It seems that this is the role many managers want their people to take. “I’m the boss/client/leader; just do what I ask you to do.” This is the subtle (and sometimes not so subtle) belief in many organizations.

It Takes Courage

The antidote to being a non-assertive order taker is to change the conversations you are having with your clients, bosses, and leaders. The first step is to get clear about what you want, and the second step is to have the courage and skills to ask. Ask yourself, “What do I want from this leader in order to do my best work?” We aren’t asking for what we want to be selfish. On the contrary, we want to do our best work for the organization. To do this, we have things we want from others.

Getting clear about what we want is the easier step of this process. The more difficult step is having the courage to ask, especially if the culture doesn’t support asking for things from upper management. Ask yourself, “What is the risk of asking for what I want?” Then ask, “What is the risk if I don’t?” Start having these conversations with the people where the relationship is strong. Don’t start with your most difficult relationship. You will build confidence and courage the more you try it. 

Will the culture of the entire organization change from this conversation? Probably not. However, the culture within your sphere of influence will begin to change when you change the conversations you are having. We are operating under a social contract based on command and control. It’s time to renegotiate the social contract. As more people in the organization move toward this collaborative conversation, the culture will begin to shift. Don’t wait for others to change the culture. Have the courage to change your conversations to create a culture of your own choosing.

Get the skills you need to get clear on your wants and help to inspire larger transformation and change within organizations and communities.

Moving Past Persistent Resistance

We all have that story of a time when we ran into persistent resistance. Years ago, I was partnering with our organization’s IT team to outfit a new computer lab. There were a lot of details to work out. I was approaching the project with the learner in mind. My IT counterpart was focused on minimizing the cables that would be crisscrossing the room. Unfortunately, my want for the learner did not line up with his want for the scope of work needed to get the lab ready. I faced resistance.

After a few conversations that seemed to go nowhere, I remember looking at my colleague and asking, “Is it that you can’t do it or that you don’t want to do?” He looked at me stunned and admitted, “I don’t want to.”

Stuck or Breaking Through

It was a real breakthrough moment in our work together. The resistance I was feeling was laid bare, and we finally were able to work together to get the lab built. In the end, it looked a bit different for both of us, but it worked and worked well.

At the time, I didn’t realize that we were in the middle of a foundational part of consulting. We were contracting and admittedly not very well. We were stuck, and I knew we were stuck because neither of us was willing to move away from what “I want” with little consideration for what the other person might want as well.

Thankfully, we did eventually move past our persistent resistance. The lesson learned, however, is that it didn’t happen by accident. I had to walk directly into the resistance and be prepared for what might happen. I’m not so sure I did it perfectly, but it was effective. Once I acknowledged the resistance, we were able to have productive and collaborative conversations so we could get the job done.

Conversations For Collaboration

From that point forward, our conversations changed. We started listening and stopped trying to have “my way be the only way.” It was not easy to do. I was the customer, and I consistently had to battle the feeling that he should “just be doing what I want.” As I look back now, I realize that I wanted a pair of hands to do my bidding. It’s funny, really. I’m no IT expert, but I certainly tried to play one. At the same time, he was doing very little to understand what I needed to do and why. There was little effort to understand the problem I was trying to solve. After all, he was the expert with all the answers, right?

The experience highlights the greatest challenge most of us face as internal consultants. And, make no mistake, you are consulting any time you must influence another person with whom you have no direct control. I had none with my IT counterpart, and he had none with me. We were giving no thought to influencing the other. Instead, we were on the “do it my way” train. It’s a wonder the computer lab was ever finished.

A Win-Win

Our relationship only started working when we started looking at it as a relationship. We shifted away from listing our demands to a conversation about what we both wanted from our work together and what we were willing to give the other to help make it successful. There was negotiation, but we became clearer in not only what we were trying to accomplish together but how we were going to do it. And I’m not just talking about the technical stuff. We also talked about the way we would communicate with each other, how best to respect the other person’s ideas, and even how we would disagree moving forward.

It was never a match made in heaven, but we made it work. Chances are, you must make it work every day at work, too. When you do, ask if you’ve taken the time to contract with each other on the “what and how” of your collaboration. If you don’t know, there’s work to do. Ask the question, “So, what do you want from me?” and be prepared to share what you want from them, too. Be simple, be direct, and above all else, be real. You won’t always get what you want. Life is like that. But you will get further faster when you both know how to show up for the other.

Learn how to move past persistent resistance in Flawless Consulting Workshops.

Business Partnering: The Secret to Influence in the Workplace

What is Business Partnering?
To understand business partnering we’ll start by identifying who are Business Partners. This may help you determine whether you are one or should become one.
Here’s a start:
Business Partners are practitioners of critical business functions like HR, Finance, IT, Legal, Project Management, and others. They’re internal consultants. These professionals act as a bridge, linking their critical functions to other business units, clients, managers, and even C-suite executives.
 
Business partners seek to operate in partnership with other stakeholders to effectively address the real and current concerns of the business. Their purpose is to create a space of shared ownership for generating positive results.
These are professionals who have the potential to greatly improve the power of integration within the organization…when given the space and opportunity to do so, of course.
 
They maximize the effective and efficient deployment of their skills and expertise within a shared understanding of business priorities.
 
If this describes you, then continue reading because you’re about to uncover some keys to unlock some doors that lead to greater influence in the workplace.

What Business Partnering (done well) Requires

Business Partnering requires the consistent application of TECHNICAL EXPERTISE and TRUSTING RELATIONSHIPS.
 
Please read those two virtues again. Refuse to ignore them at all costs. I learned about their powerful combination at a Flawless Consulting workshop. They’re simple but mighty.
Here’s why:
If you want to become a valued partner, then the sole use of your technical expertise and experience will be insufficient. You may give excellent advice and even create stunning slide decks that can mesmerize executives. But if they don’t have a trusting relationship with you, then your power to generate desirable change is a mere illusion…a dandelion in a windstorm.
To avoid this miserable situation, you must multiply your technical expertise with an unrelenting persistence to build trust.
 
CAUTION: Without the power of relationship and relatedness, your technical expertise may become a disposable commodity.
Trust is likely the missing secret ingredient in many previous failed attempts at strategic partnership because without trust there is no influence.

Some necessary skills

What follows are some skills that you can incorporate to keep from becoming a commodity. Imagine the benefits of leaping measurably closer to being a trusted business partner when you develop consulting, communication, and negotiation skills.

Consulting skills

At the heart of consulting is the ability to have conversations that matter most. It’s about creating meaningful connections with others while moving the business forward in the face of mounting complexities.
This is contrary to the common misconception that consultants impose an elevated business acumen, impressive credentials, and vast experience to give credibility to their own opinions, above anyone else.
Consulting is not something you do to and for someone, it’s a service you offer to do with someone.

Communication Skills

The adaptive ability to speak clearly about ideas, issues, and opportunities. If you’re going to generate agreements and coordinate actions with others, then being specific, descriptive, and measurable about what you want is essential.
 
For example, when requesting a report from someone, avoid saying: “Hey, I know you’re busy, but it would be great to have that report when you get a chance.” This is too vague to make an agreement. Instead, be specific, descriptive, and measurable by saying: “Hey, I know you’re busy, but can you get me the finalized report tomorrow by 4:00 pm?” This is a minor detail, but a major difference.
 
Speaking with precision is critical to communication, but deep listening is the often neglected part of communication skills building.
 
If you want to be more influential, then listening beyond the words into the spaces of silence, and listening without judgment, is necessary. You can achieve this by not jumping to conclusions and into advice-giving. Just listen with compassionate curiosity. This non-superficial type of listening will position you to discover what’s going unsaid, and explore what’s possible.

Negotiation Skills

The ability to create a social contract with people by offering them a psychologically safe space to explore risks, share control, and commit to shared action. This opposes the common view of negotiation. Negotiation does not have to be an adversarial exchange where two parties struggle with one another until they ultimately agree to “split the difference.”
There’s a better way.
Instead of preparing for battle, prepare to explore what you and your “client” want from one another in order to achieve success. As risks and concerns emerge during those discussions, give your support to one another, and model the behavior you want to promote in your partnership. You can do this all while seeking mutual benefit. This is how to be successful in being useful and valuable.

Why Business Partnering Matters Today

The role of HR, Finance, IT, Legal, Project Management, and other internal consultants has changed. These functions used to be about managing employees, managing resources, and providing compliance services. Today, it’s about building relationships with clients, navigating challenges, and creating value with them. 
 
Business Partnering is about leveraging your ability to:
  • Develop trusted connections with authenticity by putting your experience into words.
  • Handle resistance with compassion and diligence.
  • Be willing to sit with ambiguity for longer than many feel comfortable with.
  • Slow down to truly “sense” the situation without a need for a fast resolution of issues.
Your business and professional influence will grow as you increase the effective use of business partnering on a consistent basis.

You Don’t Need An Expert. You Need a Partner.

When facing change, you don’t need an expert. You need a partner.

Your company probably looks at change with a mix of excitement and fear. And while you may want certain parts of your organization to change, it is scary to take on the actual responsibility of making it happen. It is much safer and easier to delegate the actual transformation to someone else. This typically is where consultants come into the picture. And why not? Experts are constantly touted as the only ones knowledgeable and powerful enough to lead.

But there is a catch.

Relinquishing responsibility to an expert breeds an unhealthy dependency. When problems inevitably come up again you won’t know how to confront them yourself.

There is also a problem for the consultant. If you’re the consultant, this tendency also makes your job harder. Removing the client from the problem-solving process makes it more likely the changes you recommend will be resisted.

So what is the way forward?

The promise- why you need a partner

The answer is opting for partnership instead of relying on experts. You need a partner to inspire transformation.

Experts merely seek to solve the problem. But partners bring change in a way that makes you take ownership not only for the solution but for the problem itself.

Partners effectively and compassionately dissolve unhealthy reliance on the expert. The result is that clients gain sufficient expertise to diagnose and solve future problems on their own.

But how does this partnership consulting work?

How to make pearls

A partner’s first task is to confront you with the true nature of your problems. Often you already know this, but you either don’t realize it, or you find it so hard to deal with that you struggle to admit it without provocation. This confrontation is often uncomfortable. But new wisdom cannot be formed without it.

The best analogy for this is how pearls are made. Two things are required to form these valuable prizes: sand and oysters. Sand gets into the oyster and rubs it the wrong way. The oyster reacts by trying to get rid of the irritant. But in the process, something beautiful and precious is formed.

Don’t get the impression that this is easy. Bringing any kind of meaningful change to an organization requires a high investment of emotional, intellectual, spiritual, and physical rigor. The culture and habits sustained in an organization are often ferociously rooted and feel “right” from the inside. And so the only way to shock the oyster out of its comfort is to throw a little sand in its shell.

Partnering consultants must first, therefore, bring the sober truth about the organization’s dysfunctions.

This is a painful process. But the reward is invaluable for the organization.

The perils of partnership

You need a Partner, but it doesn’t come easy. Just like making pearls, partnership is difficult to practice. First of all, it is hard to convince clients that they are getting their money’s worth. They often have a rigid expectation that they are bringing in an expert who will simply fix things and move on. On the other hand, it can be just as hard to convince consultants their task is anything but fixing things themselves. The secret here is to accept that as a partner you have to sacrifice that latent desire to take full credit for creating the solution. That’s not sexy, but it is ultimately better for both parties.

Another common pitfall is what is known as professional codependence. Just as clients can become dependent on the expert, the professional can become codependent on the client.

Professional codependence when the professional–consciously or not–begins to create client needs in order to prove their own worth and make ends meet.

One way that this manifests is when, rather than identifying opportunities for growth, consultants begin to see client needs as deficiencies. This is more than a labeling problem. This often leads to anticipating problems that don’t exist. Such a dynamic all but guarantees dependency because it presumes that the client lacks what they need to get rid of the deficiency. And even more than this, it then positions the expert as the only one who can determine whether the solution has been effective.

So, how can you pursue a partnership without the pitfalls?

Acting in partnership

Developing partnership while avoiding dependencies on both sides is challenging. Let’s explore this challenge through the lens of parenting. To raise responsible adults, parents experience the tension, on the one hand, between protecting their children by sheltering them and telling them what to do…while on the on the other hand allowing their children to have self-discovery and learn on their own. Choosing partnership will often feel the same for the consultant.

It is essential to guard yourself against your client’s codependency even if this seems unloving at first. If not, you run the risk of getting lost in your expert role and short-circuiting the client’s growth and freedom.

Become your own expert

Perhaps more than ever, society constantly reinforces the notion that experts are the only ones who can be trusted to solve your problems. But blindly signing over authority and action to experts only stunts your growth. You can’t learn how to think for yourself when you constantly rely on others to tell you what to think.

This doesn’t mean you will never need assistance. What it means is that you need to do the work to become your own expert even while you seek expertise from others. This is the promise of partnership.