Foundations of Consulting — Part 4: Types of Consultants

A laptop with "consulting" written on it

Part 1 of this series is What Do Consultants Do?, which defines a consultant (as Peter Block puts it) as someone who is trying to change another person, process or organization, but who has no direct control over what they are trying to change. That post also listed numerous roles that a consultant might play. Part 2 of the series described some overall approaches that consultants follow when working to help clients in a consulting project. Part 3 described the overall working goals and assumptions that a good consultant should work from. This part 4 describes the major types of consultants.

1. Technical consultants

They usually provide highly specialized content expertise regarding certain specific systems and processes in the organization, for example, computer systems, financial and accounting systems, market research or facilities management. Many organizations hire technical consultants. The types of services provided by these consultants are often referred to as technical assistance.

2. Management consultants

They help leaders and managers be more productive at planning, organizing, leading and coordinating resources in the organization. Applications for their services might include leadership, management and supervisory development. The types of services provided by these consultants might be referred to as either technical assistance or organizational development activities (see the next paragraph).

3. Organizational development consultants

This type of consultant helps organizations improve performance, often by focusing on changing a significant portion of the organization or the entire organization itself. These consultants often use a wide variety of approaches, tools and techniques to affect various systems and functions across the organization, for example, technical assistance, coaching, facilitation and training.

There has been some confusion about the focus of organizational development consultants. Some people assert that these consultants focus mostly on “soft” skills regarding peoples’ beliefs, feelings and perceptions, and less on “hard” skills regarding organizational structures, processes and operations. Other people assert that organizational development consultants focus on both the “soft” and “hard” skills. (This author follows the latter assertion.)

Many people believe there is a difference between the phrases “organizational development consultants” and “Organization Development consultants.” These people might use the latter phrase to refer to consultants who adhere to certain working assumptions and values commonly associated with the field of Organization Development.

Generalists and Specialists

Some people refer to specialists and generalists as overall, major types of consultants. They might refer to technical consultants as specialists. Many people would consider organizational development consultants to be generalists.

Whether management consultants are generalists or specialists depends on the nature of their services. The more specific the nature of their services, the more likely they would be referred to as specialists.

Functional or Focused Services

Recently, the terms “functional” and “focused” have been used to refer to servicing a specific system, function or process, for example, marketing systems, financial systems or information technology. Functional and focused activities are considered similar or the same as technical assistance.

Types of Consulting Can Overlap

The distinctions among the types of consultants can be blurry. For example, a management consultant or technical consultant might operate as an organizational development consultant if they work in a manner that affects a significant portion or all of the organization.

Also, each type of consultant might be needed at various times in a project. For example, if you are an organizational development consultant, you might work with a client to identify the most important problems in an organization. Later on, you might function as a management consultant to train and coach various leaders and managers during the change effort. You might also bring in various technical consultants to contribute their specific expertise to the change effort.

What do you think?

Look for the articles in this series, including:

  1. What Do Consultants Do?
  2. How Do Consultants Work?
  3. Most Important Goals and Working Assumptions of Consultants
  4. Major Types of Consultants
  5. Internal and External Consultants
  6. Good Reasons – and Poor Reasons – to Hire Consultants

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For more resources, see the Library topics Consulting and Organizational Development.

Information in this post was adapted from the book Field Guide to Consulting and Organizational Development by Carter McNamara, MBA, PhD. For training on consulting skills, see the Consultants Development Institute. For more resources, see the Free Management Library’s topic All About Consulting .

Carter McNamara, MBA, PhD – Authenticity Consulting, LLC – 800-971-2250 Read my blogs: Boards, Consulting and OD, and Strategic Planning .

How NOT to Do Strategic Planning!

Classic wooden chess board pieces

I got a call from an organization that was (as they said) “desperate to finally do good strategic planning.”

A Far Too-Common Approach to “Strategic Planning”

The previous two times they did “planning,” the organization hired a facilitator and:

1. Got Board members together for one retreat.

2. Word-smithed the words on their mission statement. (“Are our services ‘transformational’ or ‘transcendental’? Let’s break into small groups and discuss this!”)

3. Fantasized a very far-reaching, inspirational, feel-good vision statement. (“We’ll solve poverty in our lifetime!”)

4. Then asked the executives to come up with “some goals” to achieve that vision.

5. Then they left the retreat.

That’s Not Strategic Planning, That’s Fantasizing — and It’s a Delusion

The “benefits” of that approach to planning are

1. Board members don’t need to spend much time in planning.

2. The organization doesn’t have to do the work to actually analyze what’s going on outside the organization that might affect the organization

3. It’s easy and it feels good to word-smith words and fantasize visions — it makes “planning” fun!

4. The organization can feel like it’s “planning.”

5. The facilitator is liked a lot — at least for a while.

The Damage Caused from That Approach to “Planning”

The harm from that approach to “planning” is that

1. The organization is no better off in understanding what it needs to survive, much less thrive.

2. Planners cultivate the illusion that planning is one fun “get away.”

3. Planners become very cynical about “strategic planning.”

4. Consultants and facilitators begin to write that “strategic planning doesn’t work.”

What Strategic Planning Should Be Instead

If an organization:

1. Has not done strategic planning before — planning that resulted in an implemented plan.

2. Has many changes going on, outside the organization.

3. Has had several recurring issues in the organization, e.g., in finances, conflicts and turnover.

Then the “fantasy” approach to planning will only make things worse.

Instead, the organization should be doing issues-based planning.

What’s Issues-Based Planning?

In issues-based planning, planners:

1. Identify current, major issues.

2. Suggest strategies to address each issue (they might be right or wrong, but at least they get people focused on the issues and trying to do something about them).

3. Detail the strategies into action plans that specify who is going to do what and by when.

Some consultants might decry, “That’s not strategic!” What’s more strategic than addressing current, major problems so you can then accomplish a successful future?

For more information about issues-based planning, see Should I Use Goals-Based or Issues-Based Planning?

What do you think?

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Carter McNamara, MBA, PhD – Authenticity Consulting, LLC – 800-971-2250
Read my weekly blogs: Boards, Consulting and OD, Nonprofits and Strategic Planning.

Words….sometimes hard to find? How to use great words for Reward and Recognition in your Call Centres

Young lady working at a call center

We can’t place enough value on the face to face interactions we have with our call centre staff. Making it a daily habit to ‘walk-about’ is a great one to establish early on when you’re leading a team. But ‘positive reinforcement’ comments can be double edged and you may be perceived as being ‘fake’ if you are spreading compliments around like cheap cigars.

Phrases like ‘great call there John’ or ‘way to make that sale Jenny’ don’t have much value to a call centre rep and provide very little satisfaction.

So what should I say?

First, telling them they had a great call is ok – but then go that extra step and tell them why it was a great call from your perspective. This is a hard habit to form, and I admit it takes practice – but it’s so worthwhile, and you’ll see that people take notice when you do it properly –and look forward to your comments.

Here are some examples:

“That was a great call you just had John, and I especially liked the way you acknowledged that Joanne (the client) was frustrated with the error we made, and that you offered to credit her shipping on the next one. It really shows that you were listening and cared about making the situation right’

“Hey Jenny – amazing job on that call, and what a great way to position that new product. Highlighting those special features was very smart –and made the client take a keen interest in the product. I’m going to share that with the whole team if you don’t mind”

See the difference – tell them why you are impressed, don’t just tell them you’re impressed.

Some quick and easy ideas for Reward and Recognition in your Call Centres

  1. A roll of lifesavers with a tag “You’ve been a lifesaver for our clients today” (you can even personalize with an example of what they did to make it even more meaningful)
  2. A package of mints – “Your customer service skills are worth a mint to us”
  3. A Mars bar – “Your quality is out of this world”
  4. A client commendation board where customer comments are posted with the call centre reps photo
  5. ……what’s your idea?

Let’s build a list of 100 quick and cheap ways to Reward and Recognize in the Call Centre. Once we get to 100 – I’ll post the entire list right here and you can start using all the great ideas people have shared

Help me add to this list by submitting feedback – or emailing me at kimvey@rogers.com

So this week – Rule #5 Make the comment you make meaningful – tell them why!

Feedback or comments: Share your ideas for low/no cost rewards and recognition in your call centres

Welcome to the Quality Management Blog!

A welcome signage

I’m Brian Venge and I’m the host of this blog. You can read more about me next to my picture in the sidebar. This blog will be about various aspects of quality management, and will focus especially on practical tips and tools, including posts from guest writers. You can learn more about this blog by clicking on the About link just under the header.

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For more resources, see our Library topic Quality Management.
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Dancing With the Butterfly II — Leading and Working in Complex Human Systems

Close-Up of Butterfly on Leaf

Working with Human Systems

In my last post, I emphasized the importance of complex human systems–we live and work for our whole lives in and as part of them. I suggested model building, practice, and reflection on our practice as effective ways to understand them more effectively. Finally I described how the model we will be reviewing here evolved.

Our framing questions are: What are human systems? How do they tend to behave? What are their key elements and how do these elements tend to interact? How can we work in and with human systems to increase their business and human effectiveness?

We will now begin to address these questions by reviewing The Butterfly Model of Complex Human Systems, walking through its various sections, and referencing associated approaches and tools.

The Never Ending Story

Before we begin this journey however, one cautionary note: Models are helpful, but they are only models. They are helpful in that they enable us to clarify and communicate our thinking and focus our acting. They are “only models” in that all models are incomplete. So, in thinking about human systems, we are on a journey that will never end. We will never reach a state of fully understanding the complex systems around us. The work is about the ongoing learning journey and never about finding “the final answer.” To paraphrase Sisyphus, “the journey itself is enough to fill a person’s heart.” If we forget this cautionary note, we start to engage in creating doctrines and continually justifying them rather than in learning. To put it another way, “The problem is not in having models. They can be very helpful. The problem occurs when we forget that our models aren’t true!”

The Butterfly Model

Click on this link to see the Butterfly Model.

Figure 1 is a graphic of The Butterfly Model of Complex Human Systems. What does it suggest about them?

The Butterfly:

First and most obvious, the overall model is shaped like a butterfly. We shaped it that way to symbolize that, through our work with systems, there is always the possibility for them to transform themselves from what they are to something better, something more beautiful, as the caterpillar transforms into a butterfly. What we do as systems consultants is be with a system and help it see itself and how it is currently working/not working. In so doing we create a container (analogous to the chrysalis in which the caterpillar transforms) in which the system can transform itself.

Three Major Sub Systems:

Secondly, note that the model has three major sections–the two wings and the body. Each of these depicts one of the major sub-systems that comprise a human system. Those are the Face-to-Face System, the External System and the Internal System.

  • The Face to Face System consists of what happens in the room, in face-to-face interactions, for example, the conversations we have, the actions we take, the way we organize our work, and how we manage ourselves as teams.
  • The External System is our larger outer world—our organization, the business we do, and our environment (marketplace, economy, etc.)
  • The Internal System includes the thoughts, feelings, beliefs, and deeper stories we all have inside us.

The algorithm for leading in human systems is 1=3. In any human system, all three of these sub-systems are in constant interaction. When you are working in a human system, be it leading, coaching, or consulting, although you are usually focusing primarily on one sub-system, aspects of all three are present, interacting, and exerting influence on what happens and upon the outcomes the you and the system create.

In my next post, we will talk about ways we experience these three subsystems and how we can learn to “see” them more clearly.

If you want to explore leading and working in humans systems further, feel free to contact me.

Meanwhile, good journey…

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Steven P. Ober EdD
President: Chrysalis Executive Coaching & Consulting
Partner: Systems Perspectives, LLC
Office: PO Box 278, Oakham, MA 01068
Home: 278 Crocker Nye Rd., Oakham, MA 01068
O: 508.882.1025 M: 978.590.4219
Email: Steve@ChrysalisCoaching.org
www.ChrysalisCoaching.org

Steve is a senior executive coach and consultant. He has developed and successfully uses a powerful approach to leadership coaching, Creating your Leadership Story, which enables leaders to make deep, lasting improvements in their leadership effectiveness in short periods of time. He and a group of partners have created a breakthrough educational program, Coaching from a Systems Perspective, in which you can significantly enhance your abilities as a systemic leadership coach. See http://SystemsPerspectivesLLC.com

Coaching Tip – How to Give Effective Appreciation

A coaching session between two persons

When I work with my coaching clients, we discuss the power of expressing consistent appreciation to others. Most people value appreciation and yet do not get the appreciation they feel they deserve – be it employees, associates, customers or family members.

Here are 3 tips for giving effective appreciation to others:

1. Be sincere – when you are genuine, you will have a positive impact on the receiver

2. Be specific – use these two questions to give more effective appreciation:

What do you like, admire or respect in the other person?

Why do you feel that way?

Then state the accomplishment, achievement, trait or quality you have evidenced or observed.

3. Be brief – too many words dilutes the impact of the message. Being clear and succinct will have a more positive effect.

Who deserves your sincere appreciation today?

For more resources, see the Library topic Personal and Professional Coaching.

Pam Solberg-Tapper MHSA, PCC – I spark entrepreneurial business leaders to set strategy, take action, and get results. How can I help you? Contact me at CoachPam@cpinternet.com ~ Linkedin ~ 218-340-3330

Are You Prepared For a Social Media Crisis?

social-media-crisis-management-connection-concept-

Crisis management and social media are like PB&J

Ruh roh. A new survey from German consultancy Gartner Communications found that while nearly 85% of companies worldwide have general crisis plans in place (yea!), only 20.7% have social media crisis plans set (boo!). Moreover, while 71% of in-house communicators think social media will become even more important in crisis communications going forward, a staggering 78.6% said they were pretty unprepared or so-so when it comes to social media crises.

This quote, from a post on B2C Marketing Insider, illuminates a serious problem that continues to affect businesses on a daily basis. It’s astonishing that, even after seeing major global companies go down in e-flames because of their poorly planned or nonexistent social media planning, nearly 80% of communicators are not ready to respond to a social media crisis.

It’s very simple…when your stakeholders want information, they don’t want to call in and sit on hold, or listen to a droning recorded message; these days they turn directly to social media, specifically Facebook, Twitter, and blogs. Being an active participant on these platforms means that when a crisis breaks, you have the perfect means to make public the fact that you are fielding stakeholder concerns while at the same time communicating your message exactly as intended. In other words, the ideal situation for crisis management.

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For more resources, see the Free Management Library topic: Crisis Management
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[Jonathan Bernstein is president of Bernstein Crisis Management, Inc. , an international crisis management consultancy, and author of Keeping the Wolves at Bay – Media Training.]

Training and Optimism: the Answer in Sad Economic Times

persons-in-a-training-session.

We say our people are our greatest resource. Do we only say that in good times? Because in bad times, it seems people are the resources we cannot afford. When times are tough, why do managers cut back on training when that is precisely what they need to do to correct productivity?

Aren’t we realists enough to see more than one factor at play? The economy is one aspect that makes a buyer hesitate, but not the only one. Maybe the sales people that talk to him need to modify their pitch a bit; after all, we are all affected by the economy. Maybe the salesman’s own worries about the economy and his perceived shakiness of his job affects the way he sells your product or service. Yet negativity based on the economy seems to dominate the mood.

Training programs are cut. Junior people and dead wood are let go. We pile the extra work on those employees identified as high performers and then we worry they’re going to walk because we know the work just isn’t fair.

It seems to me this is the time to get the best out of people. To do for them what we need to do to see they are motivated; employees need more than ever to feel valued; they need to realize some of their dreams could come true—even now. To them, it’s not just about the stabilization of the bottom line. Motivated and well-trained people work harder and are more productive. But cut, it seems, we must.

Take no risks while the bottom line is affected must be a management mantra although I can’t say I’ve ever heard it. Some winners, and some losers, do just the opposite. It’s time for the cliches. Tough times require tough measures. “Tough” doesn’t necessarily mean to look within. Look outside. Get “tough” on the economy. Don’t let it defeat you. Perhaps, instead of cutting, trimming, or “doing more with less,” we begin to see our most valuable resource as the way out of trouble.

Maybe it’s time to take a risk because it can’t get much worse—at least from this outsiders perspective.

Maybe it’s time for intelligent optimism–for us to:

  • admit that negative forces exist but choose to focus on the positive,
  • focus on what the office can control and ignore what it cannot,
  • avoid adopting a “victim” mentality,
  • focus on the tools that are available, not what is lacking, and
  • spread optimism, while not letting negative conversations get in the way of the vision.

Leaders and managers should continue to grow the company vision despite the economic outlook, and look at ways to do more, thinking differently, seeking opportunities, and overcoming negative barriers the office itself may have erected.

Train those valuable resources, use them and make them feel valued and necessary to the company’s success. They may have solutions that they’re not be sharing. If you don’t value them, their personal survival is going to be more important than the bottom line. It’s human nature.

By acknowledging that economic problems exist, managers show their understanding of the realities of the marketplace, work environment, their client base and public perception. Remarkable managers and leaders choose to move forward with creativity, commitment, and positive thoughts. Negative thoughts never achieve anything but negative results. Even maintaining the status quo can be just as dangerous, only the end may be slower and more painful.

What? You never heard “attack,” when you could have “retreated?” Or, “you can’t win if you don’t try?” I said that just the other day. Of course, we all know measured risk is at the heart of entrepreneurship. Can anyone say this is any different?

For more resources about training, see the Training library.

Tis’ the Season for Your Holiday PR Pitch

Woman Presenting in a Meeting Using a Tablet

 

The first Winter Storm Watch has been issued for the Twin Cities area this weekend, with a possible 5-8 inches of heavy wet snow. Hardware stores are downright giddy. Weatherpersons on TV glow with qualified excitement (hoping the storm will track through these parts). Fans of winter are oiling snowmobiles, waxing skies and sharpening skates (despite the lakes being liquid as Everclear). City dump trucks are being retrofitted with big blades and loaded with sand.

Public Relations people — some who still have leaves to rake — are putting up their best seasonal pitches for the Holidays. Or they should be. If your company is doing something cool for the Yule, has a new product that’s geared toward the approaching winter — or even if you have a Turkey idea for Thanksgiving, or an idea that’s lovably “a turkey” — it’s time to make some noise about it.

Lisa Chapman, the totally awesome Marketing blogger on this site, has written an insightful blog about this subject that I encourage you to read and heed (her yard must be free of fall’s free-fall debris). Events that benefit charities, anything with kids or giving, you know, that sentimental feeling that tugs at the heart this time of year — it’s all there on Lisa’s blog. Plus she tells you how to do it (so I don’t have to)!

Check it out. Make your PR Holiday pitch list, check it twice. Media Santa’s, Festivus’ producers and assignment desk gnomes are waiting to hear from you.

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For more resources, see the Library topic Public and Media Relations.

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Martin Keller runs Media Savant Communications Co., a Public Relations and Media Communications consulting company based in the Twin Cities. Keller has helped move client stories to media that includes The New York Times, Larry King, The CBS Evening News with Katie Couric, plus many other magazines, newspapers, trade journals and other media outlets. Contact him at kelmart@aol.com, or 612-729-8585

Survey of Marketing Executives’ Priorities

Challenges Shaping Marketing Strategies

What are the most pressing issues shaping America’s marketing leaders? Frost and Sullivan, co-sponsored by the Business Marketing Association, surveyed 437 executives to find out. Whether B-to-B, B-to-C or both, there is considerable overlap regardless of the business model.

Top External Factors

Key takeaways: the top three external factors impacting marketing strategies are overwhelmingly negative. Companies reported at least 71% of the time that these three factors negatively impacted them:

  • Adjusting to the economic downturn
  • Intensifying competition
  • Changes in customer buying behavior

Top Five Key Marketing Challenges

According to the results of the study, marketing executives are under pressure to focus on identifying new avenues of growth. Although the priority of these challenges may vary across business models, they are largely the same for all:

  1. Identify new, adjacent market strategies
  2. Identify new opportunities for existing products
  3. Measure marketing spending efficiency and effectiveness
  4. Prioritize content offerings to create maximum value with customers (ex: social media, white papers, benchmarking tools, etc.)
  5. Improve sales and marketing integration

Other Key Marketing Survey Take-Aways

Survey questions revealed some surprising results:

  • On average, B-to-C companies have larger marketing budgets, allocating twice the amount of revenue to marketing as companies with other business models (8.5% for B-to-C vs. 3% for B-to-B or Hybrid models.)
  • B-to-B companies spend 50% more of their marketing budget on online media vs B-to-C companies.
  • Marketing executives predict either maintaining their existing marketing staff levels, or moderately recruiting new staff.
  • They also believe that budget cuts are over – optimistically expecting moderate or substantial increases in budgets.

Marketers believe that the economy is rebounding, and predict a moderate increase in their company’s performance going forward. With such increases, they anticipate their marketing budgets to increase, too.

(Thanks to Frost & Sullivan’s “Growth Team Membership” research.)

What are YOUR predictions for overall business growth? For marketing budgets? Why?

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For more resources, see our Library topics Marketing and Social Networking.

.. _____ ..

ABOUT Lisa M. Chapman:

Ms. Chapman’s new book, How to Make Money Online With Social Media: A Step-by-Step Guide for Entrepreneurs will be available very soon. With offices in Nashville Tennessee, but working virtually with international clients, Lisa M. Chapman serves her clients as a business and marketing coach, business planning consultant and social media consultant. As a Founder of iBrand Masters, a social media consulting firm, Lisa Chapman helps clients to establish and enhance their online brand, attract their target market, engage them in meaningful social media conversations, and convert online traffic into revenues. Email: Lisa @ LisaChapman.com