When Consultants Should Facilitate, Coach or Train

A consultation coaching an employee

There are strong feelings that consulting, facilitating, coaching and training are very different roles. I believe that a good consultant should be able to use any of the roles for different purposes. Here are some guidelines for what roles to use and when.

When You Might Resort to Facilitating

Collaborative organizational consulting is about working, as much as possible, in partnership with your clients to accomplish powerful, long-lasting change in your client’s organization. That usually requires a highly facilitative role in your consulting. Facilitating is helping a group of people to decide what results they want to achieve together, how they want to achieve them and then helping the group to achieve them. Styles range from directive to indirectly suggestive. The conditions that often exist in an organizational project and require the consultant to fill the facilitator role include:

  1. When the project needs ongoing trust, commitment and participation of clients.
    Ongoing contributions usually do not come from clients during trainings or when receiving advice from experts. Instead, the buy-in of members comes from knowing that their beliefs and opinions are being solicited and valued. This can be especially important when a diverse group will be involved or impacted by the project. The essence of facilitation is to bring out those beliefs and opinions and to help members decide what they want to do and how they want to do it.
  2. When working to address complex problems or major goals with clients.
    The most accurate understanding of priorities in an organization often comes from considering the perspectives of as many members as possible. The most relevant, realistic and flexible strategies to address those priorities are developed and implemented from the active participation of members. Facilitation is the most powerful role from which to cultivate that participation.

When You Might Resort to Coaching

You might choose to fill the coaching role when the following conditions exist.

  1. An individual in the project seems stalled or troubled.
    Coaching can be a powerful means to guide and support an individual to clarify current challenges or priorities, identify suitable strategies to address the challenges and then to actually implement the strategies.
  2. To maximize an individual’s learning from experience.
    Individuals learn differently. Coaching can be a powerful means to guide and support individuals to reflect on their experiences and then use that learning to improve effectiveness in life and work.

When You Might Resort to the Expert Advice Role

You might choose to fill the expert role when the following conditions exist.

  1. The project needs general knowledge that would likely be the same in any context.
    There are certain types of general knowledge that would likely be the same, especially:

a) General frameworks from which to develop and/or operate systems, for example, performance management systems, financial systems or marketing systems.

b) Guidelines for conducting general practices, for example, planning, evaluation, organizational change, addressing ethical dilemmas, use of capacity building approaches or developing learning plans.

2. The project needs knowledge that is highly specialized and proceduralized. For example, installing computers, conducting market research, conforming to laws and regulations, designing and providing certain program services, financial processes and procedures, or use of specific tools for problem solving and decision making.

When You Might Resort to Training

Training is activities to help a learner or learners to develop or enhance knowledge, skills and attitudes to improve performance on current or future task or job. You might choose to fill the trainer role when the following conditions exist.

  1. Expert knowledge needs to be conveyed in a concise and timely manner.
    There may be times in your project where members need to learn certain expert-based knowledge and need to do so in a highly focused and efficient manner. The knowledge might be any form of expert-based knowledge as listed in the above topic.
  2. Knowledge needs to be conveyed to a group of people.
    Training is often most useful when a group of people need to learn expert-based knowledge. This can be quite common in projects, for example, when training project members about the nature of organizational change, the project’s change plans or methods of data collection.

What do you think?

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

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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.

Management and Leadership (Differences?)

A manager sitting at his desk

What is Management?

First of all, after this blog entry, my plan is to avoid drawing a strong distinction, unless absolutely necessary, between leadership and management. The word management means many different things to people. For example, it is sometimes conceptualized as a discipline, as is medicine or engineering. It is also commonly viewed as a set of specific, or not so specific, behaviors. And for many, management is the same thing as the role of manager, which is seen as a certain job level or classification. In referring to it as a discipline, Joan Magretta states that management is the “accumulating body of thought and practice that makes organizations work”. While this is a wonderfully succinct way of describing a vast body of knowledge, I will not be talking about management as a discipline. Although I highly recommend Joan’s book “What Management Is” (2002) for a delightfully easy-to-read overview of the discipline. I will be talking about management as a type of leadership also as a level of leadership (i.e. the manager).

What Happened to Management?

In the era of Dilbert, management and mangers have had a pretty tough time in terms of their credibility and status within western culture. The term “manager” really suffered at the hands of Jack Welch in his early years as CEO at General Electric. This is ironic since Welch was actually a huge proponent and practitioner of what, at that time in the early ‘80s, were core management principles and best practices. But Jack was out to shake GE up and felt that the term “manager” carried too many negative associations within the company. He replaced it with the term ““leader” and help start an era in which this anointed leaders held a special status. Funny enough, although he replaced the word manager with leader, he actually strove to develop at GE the use by leaders of proven management principles. Of course Jack and the good folks at GE were also at the forefront in developing management practices now widely used across industries and generally accepted as best-in-class. But there were many other influences in the loss of luster for those involved in management, such as when the ultimate management guru, Peter Drucker, decided to start using the term “executive” in place of “manager.

Management and Leadership Differences

It is clear to me that people in “managerial” roles are, in fact, in positions of leadership. From an organizational perspective, all managers are leaders, and all leaders, to some extent, are involved in or responsible for certain practices that should be considered management. But, although having stated that management is a type of leadership, there are some important distinctions that I use in my work as a consultant involved with leadership assessment, development, and coaching. The distinctions I make are related primarily to levels of leadership, and the skills, qualities, and knowledge that commonly correspond with success at different levels. This is an important, arguably necessary distinction when and organization is involved in succession planning and developing its leadership “pipeline”. For example, organizations need different abilities and qualities from team members that are individual contributors, in comparison to managers, in comparison to managers of managers, and so on up the functional ladder. My point is, from a practical standpoint it is almost impossible to develop a coherent and effective approach to talent management without delineated levels of leadership — or at least roles.

Why Management?

I think that organizations should acknowledge that managers are, in fact, leaders and critical to the success and sustainability of the business. It has been clearly demonstrated that managers — those that oversee the work of those that do the work — have enormous influence on the goals and bottom-line of an organization. This is because of their central role in ensuring that line staff, for lack of a better term, is engaged and productive at work. There is strong evidence that employees that have a strong sense of connection with their boss, feel appreciated, cared for, and understand how their work fits into the larger vision, are more satisfied and productive. This is more often than not the job of the manager.

What is Management Work?

With regard to specific responsibilities, it is my belief that a significant difference between managers from more “senior leaders” (or senior managers for that matter), is in how managers get things done, the tools they use to things done, and the type of influence they have within an organization. Historically, the term management has referred to individuals engaged in the activities of planning, organizing, leading, and coordinating resources toward the attainment of specific goals. In recent years, and in many organizations, management has come to include a variety of other responsibilities in such areas as talent management, coaching, and change management, to name a few. The specific around the how, tools, and influence of management can be discussed at another time. For now, I would simply like to make a number of other distinctions between managers and the core responsibilities of other, more senior leaders. These core responsibilities are the a) direct involvement in the execution and implementation of business strategy, b) monitoring and measuring of performance and outcomes, and, perhaps most importantly, the c) selecting, developing, and leading (influencing) of the people that do the work

So What?

There is an almost overwhelming amount of available information and opinion on the topics of management, leadership, and management in comparison to leadership. I have provided some information and shared lots of professional and personal opinion. It would be great if others would jump in and engage in the dialogue. I have no-doubt that my co-host, Julia, will have her own interesting and unique response to the topic.

The Top Three Things I Wish I Knew About Background Screening

Company-HR-staff-reviewing-an-applicant-resume

A thorough examination of the topic of Human Resources (HR) would include multiple topics. Within those, one would find recruiting. Recruiting is an important topic to everyone in an organization, as the consequences of a bad hire can have a wide organizational effect. In an effort to mitigate the risk of a bad hiring decision, companies can use multiple tools in their hiring strategy. One of those, background screening, can help identify if your candidate is included in the 56% of applicants that provide false information on their resume. Background screening will also help protect your company from multiple risks including negligent hiring, theft, and workplace violence. But are all background screens created equal?

During the past two years, I have developed a much stronger understanding of this tool. Below is a list of the top three things I wish I understood about background screening before I worked for the industry leading provider of this service.

1. Not all criminal background checks are created equal. There is no one source for criminal information that will provide you with every record available. However, there are certainly ways to ensure that you are getting the most accurate, up to date and thorough information available. Jason Morris, President and Chief Operations Officer of EmployeeScreenIQ, identifies the following short cuts in his white paper, Best Practices in Employment Screening: using national or statewide searches in lieu of county research, or checking only the current county of residence. These types of searches may save you a few dollars on your background screen; however, the price of not running the more thorough search could be higher than all your other recruiting expenses combined. According to Morris, “an effective criminal program should always include physical research in each county in which the subject has lived, worked, or gone to school over the past seven to ten years.”

2. Fifty-Six percent of applicants falsify information on their application or resume. While most experienced recruiters understand that applicants may inflate their resume, EmployeeScreenIQ finds discrepancies in resumes on important hiring factors. Those include dates of employment, education, experience, salary, and criminal history.

3. There is an increase in the use of diploma mills. Nick Fishman of EmployeeScreenIQ defines a diploma mill as “an organization that sells academic degrees and diplomas with substandard or no academic study and without recognition by legitimate educational accrediting bodies. The buyer can then claim to hold the purchased degree and the organization makes a profit. Many of these fraudulent organizations claim accreditation by fake or unaccredited licensing bodies, creating another layer of supposed authenticity.” The number of these organizations has increased in recent years. Perhaps due to the increase in unemployment. Regardless of the reason, hiring someone with fake credentials can be very costly.

To learn more about any of these topics, visit the EmployeeScreenIQ University at http://university.employeescreen.com

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For more resources, See the Human Resources library.

Sheri Mazurek is a training and human resource professional with over 16 years of management experience, and is skilled in all areas of employee management and human resource functions, with a specialty in learning and development. She is currently employed as the Human Resource Manager at EmployeeScreenIQ, a global leader in pre-employment background screening.

Financial Projections & Other Business Planning Fantasies

Person doing financial review with graphs and charts

Every business plan has them, and they belong in the fiction section of the library. Like romance novels, you can usually see what’s coming: we’ll lose some money in the first year, approach break even in the second year, and then (gasp) become profitable in year three. And the business lives happily ever after, achieving greater profitability with each passing year.

Unfortunately, things don’t turn out that way. Most businesses take longer to reach profitability, and many never do. Sometimes things get better, then get worse, and then sometimes (with much effort, further investment and some luck), get better again.

While financial projections should not be confused with reality (after all, they are guesses), it is possible to come up with some reasonably credible numbers. Here’s how:

  • Do your homework. Build your case through solid research, not visualizing reality or plugging in the standard “profitable by year three” formula. Gather industry data, talk to experts in the field, study annual reports, read the trade press. Figure out your market segments. Do this research yourself or hire a consultant.
  • Make it simple. Start with the key metrics for your business. Number of paying customers and average purchase. Hourly production rates. Cost to acquire a customer. Profit margins. Also, keep your financial projections to two pages; too much information is bad for fiction and nonfiction.
  • Support your numbers. Justify your key numbers with notes indicating where they came from or how they were calculated, so someone could independently verify them.
  • Adjust your thinking. If the numbers don’t work out, revise your business model, not the numbers. Consider the possibility that your great idea might not be such a great idea.

Remember that while starting a new business always involves imagination, you’ll better set yourself up for success if your financial projections are realistic, rather than romantic fiction.

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For more resources, see our Library topic Business Planning.

Practice Makes…Better

A basketball team practicing to get better

 

[The following is an excerpt from my newly published Keeping the Wolves at Bay – Media Training.]

I would love to be able to tell you that with regards to media interview skills, ‘practice makes perfect,’ but that would be disingenuous, a fancy way of saying it would be a lie.

No amount of practice will make you a ‘perfect’ interview subject; similarly, one or two days of media training, alone, will not leave you with lasting skills in this area unless you practice them on your own.

Some job descriptions – e.g., politician, celebrity, Fortune 100 CEO – have a lot of real life interview practice built in. Those individuals and subordinate spokespersons are going to get plenty of opportunity to refine their skills via actual interviews. But most of the people I have trained aren’t in that kind of job; instead, they are designated spokespersons who may not have to handle a really hard media interview for years after their initial training. However, just like a police officer who may never have to shoot a suspect for years after going through the police academy, they still have to maintain their skills so that when they’re needed, they are intuitively available.

Methods of Practice

All methods of practice should:

  • Simulate a situation/scenario that, realistically, could occur to you/your organization.
  • Simulate one or more of the types of interviews described earlier in the Media Logistics section of this manual.
  • Include some method of recording and playing back performance for self- or peer-critique.

There are a wide variety of ways to simulate interviews realistically enough for spokespersons to practice and improve their skills. These include:

  1. Re-enact Media Training. Recreate the conditions under which you were media trained (e.g., tripod-mounted video camera of at least moderately high quality, someone to operate the camera, someone to play interviewer).
  2. Practice ‘Phoner’ Interviews. Let yourself be interviewed by telephone, which is the mostly likely scenario for most interviews, with video becoming increasingly likely when a crisis is particularly newsworthy.
  3. Staff Meeting Practices. Take 15-30 minutes at a staff meeting and put one or more spokespersons on the spot, with other staff members playing the role of media at a press conference.
  4. Webcam-Based Practice. You don’t have to have a media trainer return for a full training session to just get some ‘brush up’ practice periodically. Instead, hook up with him/her for an hour or two by webcam periodically. That’s not only useful for routine practice, but also for spot practice right before you have to give an important interview.

I have trained countless executives who claimed to have been trained in the past – but who never practiced. Most of the time, their skills were little better than the novice trainee, and sometimes what they did remember was so out of context that they actually did worse than if they had remembered nothing at all about their past training.

No, media training practice doesn’t make perfect, but it sure as heck makes you a better spokesperson.

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For more resources, see the Free Management Library topic: Crisis Management
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Hot New Twitter Advertising Platform – Promoted Tweets

Twitter logo in a blue box

A new Twitter advertising tool launches today after much strategic planning and customer analysis

What does it mean for marketers?

According to Chris Bruzzo, vice president of brand, content and online at Starbucks, “When people are searching on Starbucks, what we really want to show them is that something is happening at Starbucks right now, and Promoted Tweets will give us a chance to do that.”

Often, Tweets get lost in a sea of similar keywords and searches yield non-specific results.

“Marketing” Promoted Tweets allows companies to enter the stream of real-time dialog. When a Twitter user searches for a word, a single ad shows up on top in small type.

If users don’t respond to these Promoted Tweets by re-tweeting, favoriting, or replying, however, they will be pulled from the search results. This is a concept called “resonance”, a metric by which twitter will gauge the effectiveness of its ads. A few of the nine aspects of resonance include:

  • number of people who saw the post
  • number of people who replied to it or passed it on to their followers, and
  • number of people who clicked on links

Initially, Twitter advertising will be charged by the thousands of people who saw the ads, a model that will evolve with experience. The Promoted Tweet is one of three streams of revenue Twitter will have available. For more information, see the AdAge article, “Twitter Has a Business Model: Promoted Tweets”

For more social media “Marketing” tips and tactics, search these phrases:

  • Online advertising trends
  • Advertising techniques
  • Twitter search

Happy “Marketing” hunting!

What online ad platforms work best for you?

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

.. _____ ..

ABOUT Lisa M. Chapman: With offices in Nashville Tennessee, but working virtually with international clients, Lisa M. Chapman serves her clients as a business coach, business planning consultant and social media consultant. As a Founder of iBrand Masters, a social media consulting firm, Lisa Chapman assists clients in establishing and enhancing their online brand, attracting their target market, engaging in meaningful social media conversations, and converting online traffic into revenues. Email: Lisa @ LisaChapman.com

The Biggest Mistakes in Crisis Communications – Part 2

A blackboard showing an incorrect math calculation | 1 += 3

7. Don’t Listen to Your Stakeholders

Make sure that all your decisions are based on your best thinking alone. After all, how would your clients/customers, employees, referral sources, investors, industry leaders or other stakeholders’ feedback be at all useful to determining how to communicate with them?

8. Assume That Truth Will Triumph over All

You have the facts on your side, by golly, and you know the American public will eventually come around and realize that. Disregard the proven concept that perception is as damaging as reality — sometimes more so.

9. Address Only Issues and Ignore Feelings

* The green goo which spilled on our property is absolutely harmless to humans.

* Our development plans are all in accordance with appropriate regulations.

* The lawsuit is totally without merit.

So what if people are scared? Angry? You’re not a psychologist…right?

10. Make Only Written Statements

Face it, it’s a lot easier to communicate via written statements only. No fear of looking or sounding foolish. Less chance of being misquoted. Sure, it’s impersonal and some people think it means you’re hiding and afraid, but you know they’re wrong and that’s what’s important.

11. Use “Best Guess” Methods of Assessing Damage

“Oh my God, we’re the front page (negative) story, we’re ruined!” Congratulations — you may have just made a mountain out of a molehill….OK, maybe you only made a small building out of a molehill. See item 7, above, for the best source of information on the real impact of a crisis.

12. Do the Same Thing Over and Over Again Expecting Different Results

The last time you had negative news coverage you just ignored media calls, perhaps at the advice of legal counsel or simply because you felt that no matter what you said, the media would get it wrong. The result was a lot of concern amongst all of your audiences, internal and external, and the aftermath took quite a while to fade away.

So, the next time you have a crisis, you’re going to do the same thing, right? Because “stuff happens” and you can’t improve the situation by attempting to improve communications… can you?

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For more resources, see the Free Management Library topic: Crisis Management
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Does Your Organization Have A Director of Development Who Isn’t….??

an-organizations-DOD-addressing-donors

So many non-profit organizations are hiring Directors of Development without really knowing/understanding what “development” is supposed to be about and how a DOD is supposed to function.

For many organizations, the Director of Development is the person hired to write the grant proposals, or create relationships with corporations, or create/run the event that’s going to raise the big bucks.

The misunderstanding is the belief that “Director of Development” equates to “income generator.” So many NPOs hire DODs with the belief that they’re getting someone who will raise the needed funds; and, the sad thing is that so many NPOs hire DODs so that organizational leadership (board and other senior staff) won’t have to be involved in (or even think about) fundraising.

Hire a person to raise the money, and the amount of money that can be raised is limited by the time/effort that one person is willing/able to give to the process.

Hire a person to create and/or direct a development program and there’s no theoretical limit to how much money can be raised … considering the person’s level of experience and expertise.

A Director of Development creates and/or plans-for-and-directs a development program … an effort that incorporates many (if not all) of the elements of the development process: mass solicitation (mail or telephone), grants (government, foundation and corporate), events, major gifts, bequests, donor cultivation, etc….

How many organizations do you know of that have a Director of Development who isn’t !!??

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Have a question about starting or expanding your fundraising? Email me at AskDCA@Major-Capital-Giving.com. With over 30 years of counseling in major gifts, capital campaigns, bequest programs and the planning studies to precede these three, we’ll work to answer your question.

How to Start Strategic Planning: Plan for a Plan – Part 4 of 5

Two businesswomen planning a strategy in an office

In the previous post (Part 3), we covered questions 7-9 of the 15 questions to address in the “plan for a plan.” This post (Part 4) explains questions 10-12.

10. What Materials Will Be Needed?

For example, think about:

  • Materials (books about strategic planning, flipcharts, markers, etc.)
  • Equipment (overhead projectors, flipchart stands, white boards, etc.)
  • Facilities (conference rooms, retreat centers, etc.)

11. What Terms/Titles Will You Use?

For example:

  • Will the top-level priorities be called “goals” and subordinate priorities (associated with the goals) be called “objectives”?
  • Will the objectives, and the responsibilities and deadlines to achieve them be called “action plans”?
  • Will you refer to “mission”, “vision” and “values” or are there more culturally compatible terms?
  • What other terms are unique to your culture and organization that you want to use in the planning process, e.g., “trust advisor” rather than facilitator or “team members” rather than planners?

12. How Will You Train the Planners?

Far too often, people jump in to the planning process, expecting to learn about the process along the way. That’s like handing someone a map that the person has never seen before, not saying a word to them about the trip or how to get there, and then expecting the person to efficiently navigate you to your destination. Participants in the planning should get an overview of:

  • The basic purposes of the strategic planning process.
  • The planning model being used.
  • The schedule to produce the plan.
  • Any special terms being used in the planning and their interpretations in the process.
  • How decisions will be made during the planning process.
  • Their role in the process, along with the role of the Planning Committee.

An upcoming post (Part 5) will explain questions 13-15.

What do you think about the “plan for a plan” in the planning process?

Offering Your Gifts in Service

Two-work-colleagues-having-a-work-conversation

I usually start my workshops by asking people why they are interested in the topic of spirituality and work, and have them say what kind of work they do. One woman said she was a bus driver as well as a Reiki Master. When I asked her about that unusual combination she said it was a perfect fit for her. She could drive around the town sending Reiki (healing energy) to people in her community and get paid to do it! I loved this example of someone understanding her gifts and purpose and finding ways to offer her gifts to others in service.

Here’s another examples of how someone shared her gifts and passion in service. I met a woman some years ago who had worked as a waitress at Cracker Barrel. She told me the story of one night that was really busy and the wait staff was flying all over the floor trying to keep up. Everyone was harassed and orders were arriving late. It was turning into a miserable night. She noticed how stressed out everyone was feeling and how chaotic it was getting and decided to do something about it. After taking a few deep breaths, she started saying to herself “I’m a Light, I’m a Light, I’m a Light”. She said that to herself several dozen times to help bring herself back to a place of balance and composure.

After she started feeling more grounded and peaceful she then focused her energy on her co-workers and the customers. She again repeated “I’m a Light” only this time she envisioned that she was sending that Light out to everyone in the room. Her night went so much smoother after that. As some point, still in the middle of the busy rush, one of her customers commented how peaceful she looked and that she seemed to have a sort of glow around her. He asked what she was doing. They struck up a short conversation about related topics and she realized the man understood what she was doing.

After things died down, she went back to talk to him. He asked her why she was working as a waitress. He challenged her to use her gifts in some other way to do other kinds of healing work. From that conversation she started thinking about how she could come to work every day and work from that place of peace and balance. She eventually got trained in energy healing work and moved to the town next to mine to start her business. You never know what you will discover when you stay true to your gifts, purpose and passion.

Please share a story from your life when you’ve stayed in touch with your purpose and was able to offer your gifts for others. Was there a transformative moment when you realized you could use your gifts to serve a larger purpose or were truly living your life purpose in your work?

When we use our gifts in alignment with our passion and purpose, that offering is done as spiritual service.

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For more resources, see our Library topic Spirituality in the Workplace.

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