10 Myths of Management and Organizational Consulting – Part 1

In Part 1, we’ll review myths 1-5. In the upcoming Part 2, we’ll review myths 6-10.

#1. Myth of the “One-Way Expert” Consultant

It is not uncommon that clients work from the assumption that there are consulting “experts” who can visit a client and promptly tell the client exactly what problems exist within the organization and then exactly what should be done to solve these situations. Experienced consultants and clients have realized that the “truth” in a process of organizational change emerges as you and your client work together, always sharing your perceptions, conclusions and learning. Successful organizational change is indeed a process – a journey – that you and your client take together. The accuracy of the recommendations often is not as important as your client’s commitment to – participation in – and learning from – implementing those recommendations.

This is not to say that consultants do not have expertise in how organizations function, why issues arise or what might be the range of solutions to address a given issue. As important as having this expertise is for the consultant to verify their impressions by working collaboratively with the client, as much as possible, to explore the inner workings of their client’s organization.

2. Myth That the Client’s Best Consultant Has “Been There, Done That”

Clients who have never worked with management and organizational consultants before often seek consultants who have successfully addressed the same problem in the same type of organization as the client’s. The client’s belief is that those consultants are experts at solving that situation in the client’s organization, as well. While that belief seems valid, it is extremely difficult to apply in real life. Each organization and its culture are highly unique as are the types of problems experienced by those organizations. The most important skills required by these consultants often do not include a strong understanding of the particular products, services or programs offered by the organization. The most important skills often are the ability to work with clients to apply principles of systems thinking, performance management and organizational change to address issues and goals.

3. Myth of the “Savior” Consultant

Some clients prefer that consultants somehow descend into the client’s organization, make several quick changes and then leave, having fixed the organization’s problems. Although these clients know better, they sometimes still act as if there are those kinds of “savior” consultants out there. Few, if any, management and organizational projects are really that simple. Consequently, many consulting projects end up not being useful, for example, strategic plans that collect dust on shelves.

4. Myth of the Detached, Objective Consultant

Recent innovations in organizational and management development, such as systems theory and chaos theory, have helped us realize that, as soon as you begin to interact with members of your client’s organization, you become part of the overall “system” of your client’s organization. You affect the organization and the organization affects you and your client. Experienced consultants have learned that the success of consulting rests, in large part, on how well the consultant and client work together to share their discovery, feedback, actions and learning.

5. Myth of “Diagnosis”

Similar to the myth of the detached, objective consultant are the beliefs of the consultant and client that the client’s situation can be “diagnosed” — as if the situation is a static, mechanical device with a problem that can be solved permanently by fixing one flawed component. Instead, organizations are ever-changing, dynamic systems whose changes are caused by a myriad of subsystems, each integrated with each other. Attention to one subsystem often changes the others, resulting in yet new issues and priorities as the system progresses through its life cycles, whether the system is an organization, department, team, product or person … and so it goes. It’s not a diagnostic event — it’s a process of discovery.

Tune in for Part 2 where we review myths 6-10.

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.

Why Do Public Relations?

Young lady holding a megaphone

Do you have a new business, or a business that’s mature but needs some greater visibility? Are you launching a new product? If you’re a non-profit, are policy issues or board blow ups finding their way into the community you serve? Are you looking for new employees who understand what you do?

These are just a few examples of why a company or non-profit (new, small or large), or an individual would undertake a public relations campaign. The goal of PR in general is to influence positive activities and outcomes related to what you do. If you’re a new business, what better way to create visibility than to do publicity. Nearly every city of any size has a business section of the daily paper, and many cities have weekly business publications and at least one monthly business magazine (in the media-rich area like Minneapolis-St. Paul where I’m based, we have three business magazines and two business weeklies — plus some specialty publications for banking and financial services!!)

If your company is established but hasn’t been in the news lately and could use some fresh ink about your growth, new initiatives, innovations or perhaps an acquisition, consider sharing the news. Even new hires will get some notice in the business pubs. And don’t overlook something interesting one of your employees or your CEO might be doing.

For example, a longtime client who founded an IT company specializing in Business Intelligence (BI), is also an accomplished photographer and has traveled on several trips around the globe to places like India for the annual Camel Fair and Kabul with the world-renowned National Geographic photographer, Steve McCurry (best known for his haunting “Afghan Girl” portrait), doing photography seminars in-country. Think that story didn’t get told here …..a lot…? Putting another dimension on business people helps show their human side and helps keep the company name in the public realm.

New product launches scream for a PR campaign, especially if it’s a consumer product that we all need — or a new twist on an old one. For people involved in public policy issues, there are many tools in the PR toolbox to help clearly portray your issue or message to constituents, legislators, targeted associations, neighborhood groups or other special interest organizations. We’ll cover both areas more in separate, future blogs.

Why not just buy and ad? Ideally you would tie a PR campaign to an integrated marketing program — providing you have the budget and advertising is an appropriate vehicle for what you are trying to accomplish. However — and I’m biased, of course — the return on PR is usually, 95% of time, much better. It has a longer shelf, life, it can be leveraged time and again and best of all, it has a third-party credibility that advertising cannot usually provide. Unless you have landed somebody like Michael Jordan, or the celebrity du jour, to appear in your ad campaign. Good luck with that.

What do you think?

Coaching, counseling, mentoring and consulting – what’s the difference?

I often get asked about the difference between coaching, counseling, mentoring and consulting. While the communication skills used by these professions are similar – such as asking questions, active listening, summarizing, etc, they are very different methods and it depends on what the client needs. Here are some distinctions:

Coaching – according to the International Coach Federation coaching is defined as “partnering with clients in a thought-provoking and creative process that inspires them to maximize their personal and professional potential.” The coach is the subject matter expert at coaching, not necessarily the subject matter expert of the client’s coaching topic.

Counseling – according to the CoActive Coaching, the boundary between coaching and counseling is not defined by a set of absolute rules or terms. In general, counselors are trained to diagnose and help client with emotional problems, the past or dysfunction while coaches are not. The coach’s domain is future oriented – what does the client want? And then coaching the client to get there.

Mentoring– a mentor is a wise and trusted guide and advisor. The mentor is the teacher that shares their experience while bringing the “mentee” up the ranks. A coach is not necessarily the subject matter expert in order to help develop the client.

Consulting – a consultant is an expert who is called on for professional or technical advice or opinions. They are relied on to understand the problem and present solutions. Consulting is unlike coaching because with pure coaching, the answers come from the client.

What are your thoughts about these distinctions?

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

The Role of SEO in Crisis Management

What do you want people to find on the first page of results when they search for your organization’s name on Google (which has 80+ percent of search traffic) or the other major search engines? You would probably prefer that they don’t find:

  • a vicious blog started by disgruntled former employees; or, 75 percent of the links leading to websites or blogs critical of your business; or,
  • websites and blogs that you don’t control, with your own sites buried on later Google pages; or,
  • your name prominently and negatively mentioned on legitimate (e.g., Better Business Bureau) or quasi-legitimate (RipOff Report) consumer-focused websites; or,
  • your name connected with an investigation by any regulatory or enforcement agency.

These are all situations that have been brought to Bernstein Crisis Management by clients in the past couple of years, with the crisis facing a growing number of organizations “simply” being the damage they are incurring online. The innocent are portrayed as guilty. Minor offenses are portrayed as major offenses. Criticism that sounds legitimate is purely or mostly fictional.

There are quite a few crisis management tactics that can mitigate the situations described above. Increasingly, one of the most essential tactics has been a form of search engine optimization (SEO) focused specifically on preserving and restoring reputation, when the crisis is already in progress, followed by creation of an “SEO shield” to preserve reputation going forward.

Just as relatively few public relations practitioners have extensive experience with crisis management, relatively few SEO consultants understand how to engage in SEO reputation management. Chesa Keane is one of them, and I’m pleased to bring you Chesa’s “10 Tips for SEO Reputation Management”…in my next blog post!

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For more resources, see the Free Management Library topic: Crisis Management
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“Fundraising or Not Fundraising, That is the Question”

a-NPO-fundraising-committee

Fundraising, as a distinct sub-category of income generation, includes those activities that get people to GIVE their money to non-profit organizations and, ideally, to get them to keep giving.

It does not include raising money by selling things – T-shirts, light bulbs, candy, books, carnival tickets, seats at a dinner or anything else that has material substance.

Although those activities labelled “fundraisers” generate income, because they are not based on “giving,” but rather on selling, they aren’t part of “Fundraising.” Income generation, “Yes.” Fundraising, “No.”

People who buy candy or cookies from local students are (usually) looking to help the student or satisfy a sweet tooth, not necessarily to support the school activity.

Frequently, people who buy tickets to an event (carnival or sit-down dinner) do so because of who’s selling the tickets and/or because they see the event as entertainment. Too often, attendees at dinners know little if anything about the organization the event supports.

In many people’s minds, fundraising equates to “philanthropy,” another term that’s misused a lot. The origin (Greek) and original meaning of the word is “love of man,” or “love of humankind.” Today, the term is often used to label almost anything to do with fundraising.

In fact, “philanthropy” is a subset of fundraising. It’s about giving, but (for the most part) it’s self-motivated giving. It’s giving in consideration of the needs of others, where much of the rest of fundraising is (as noted in my first posting) about the needs of the donor.

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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.

If you want a seat at the table, learn the business

In my previous post, I mentioned the evolution of the HR professional into a strategic business partner and the necessity of this evolution for successful business. However, in many companies HR does not occupy a seat at the strategic planning table. Who’s to blame?

The answer to this question is hotly debated and often clear lines are drawn between those in HR and those in other functions. Many HR professionals blame the leaders for not seeing the value of their function to the organization, while some managers see HR as the roadblock to doing what needs to be done.

In a 2005 article written by Fast Company Magazine’s Keith Hammonds, Keith purports all the reasons “Why We Hate HR.” If the title itself isn’t enough to put a HR professional on the defense, then providing the declaration that “HR people aren’t the sharpest tacks in the box” as the first reason certainly will. His assertion in the article is that those who enter the HR field are not business people and are ill-equipped to understand business. He quotes a Society for Human Resource Management (SHRM) study that identified which coursework HR professionals found most beneficial to their success in the field to support his message that the majority of those working in the field do not see understanding business as necessary to their success. The results showed that coursework in communications, business law, and ethics were most beneficial.

A recently released SHRM survey of HR leaders indicates the same finding. The respondents in the U.S. indicated that strategic thinking is one of the top five competencies needed for senior HR leaders; however, business knowledge was not listed. While the lineage of the field of HR coupled with the introduction of legislation to protect employers may have contributed to stereotypes that exist in the field about the HR profession, our failure as HR professionals to recognize that we are business people charged with the company’s most valuable assets will certainly continue to harbor those stereotypes we so emotionally defend. If you want a seat at the table, learn the business of business and speak the language of the executive team.

As always, your thoughts and questions are encouraged.
http://www.shrm.org/RESEARCH/Pages/default.aspx
http://www.fastcompany.com/magazine/97/open_hr.html

For more resources, See the Human Resources library.

Why All This Talk About Leadership?

I’m a Leadership Coach and something of a community activist. I coach people who want to live a good life while making a difference. That’s what I want for myself. That’s what I want for you. Work Hard. Do Good. Have Fun Doing It.

You found this blog. So, I’m willing to bet that you are striving to do ever more good through your work, whether in the private, public or nonprofit arena. Or perhaps you are interested in leadership because you serve your community in a volunteer role as a board member or elected official.

Our discussions will help you at home, too. Imagine being able to really lead as you interact with loved ones to build the family and the friendships that you desire.

What drives your interest in leadership?

I’m interested in leadership that brings people together to change something miserable, or create something wonderful.

As a coach, I engage with dedicated, talented people who have one simple question about leadership: How can I do it better? I’m guessing you’ve asked that question yourself. Whatever your place on the organizational chart, wherever you fall on the scale of experience, expertise or authority, you want to improve your leadership so that you can achieve an even greater impact than you already do.

What does leadership feel like?

A coaching client is leading her company through a massive transformation. Yesterday she told me that although they’d faced some significant hurdles in the last few days things were still moving forward. “I have had some moments where I have felt daunted,” she said, “but right now I am feeling optimistic.”

Real leadership is about getting comfortable with the see-saw between “daunted” and “optimistic.” Our hope is that this blog will support you when you are up, when you’re down, and in between. Thanks to my co-host, Steve Wolinski, for kicking things off. I’m glad the conversation has begun! Please join us.

Effective training in a classroom setting

A-trainer-with-a-female-student-in-a-classroom

We as trainers have a responsibility to both the organizations we are working for and to the clients we are training to be effective and interesting. I realize that the topic for tonight was suppose to be on task analysis and andragogy, but I was in a classroom setting recently and the trainers simply were not effective. There were several reasons for this, so I want to stress the importance of classroom training that will work and that will not.

There are several items that make a classroom setting effective:

  • Relevance to the problem or situation at hand
  • Gearing your training to the population you are training (even though the 25th quartile holds true – we have to adjust for the 75th quartile also)
  • Gearing our training sessions to the adult learner
  • Group work
  • Activities
  • Making sure we are not lecturing for hours on end, but instead letting our clients come up ideas and solutions — if they need guidance, then let’s guide them
  • Avoiding lecturing as if the clients are children
  • Challenging our clients
  • Asking our clients questions and then listening to their answers
  • Being enthusiastic and asking the client what they feel the problem(s) and solution(s) might be
  • Allowing for short breaks and not saving all the Q&A for the end — instead, mixing it up

What we don’t want to do is pedagogical training; we want our clients to be self-directed and independent thinkers — participation is key to good classroom training. Our training needs to be effective and interesting.

Remember that after we leave, the clients should feel that they have had a hand in the training and were helped by their own participation. We don’t want them falling asleep because the training was boring, irrelevant or tedious. They should walk away with new knowledge, of course (or why train?), but we have to keep it interesting and smart.

Ideas, comments and guest writers are strongly encouraged.

Happy Training!

For more resources about training, see the Training library.

Structure is irrelevant

An enterprise trying to map out its structure

Not all social enterprises look alike. While many people immediately think of nonprofits (or nongovernmental organizations, NGOs), in practice any type of business can be a social enterprise. As long as you “harness the power of the marketplace to solve critical social or environmental problem,” which to me means you sell stuff to customers as you pursue your larger social purpose, you’re in.

Regardless of whether you’re set up as a nonprofit, a for-profit, a hybrid like the new L3C in the US, or just an individual with an idea to change the world, funded — at least in part — by selling products or services, you’re a member of this special club.

Social enterprise is not just about finding the right business-like strategies, which, if applied correctly, will help create social impact. It’s also a movement, of tens of thousands of people and organizations around the world working on their own and working together to change the world, combining the best of the commercial and non-commercial sectors.

What makes this a movement is the shared vision for social change — how the world will be better if we succeed at our work; and the business models — how that work gets paid for, at least a big share of it, from entrepreneurial strategies.

Now, speaking of share, there’s no formula on what percentage of your income needs to be “earned” (as opposed to granted or donated) to be a social enterprise. But I tend to think the earned portion needs to be at least 25% to make some claim to the “enterprise” portion of the term. And while profitability is a good thing, and for for-profit social enterprises ultimately an essential thing, it’s not a requirement to qualify as a social enterprise.

So, for example, if you have a sustainable business model that relies on half of its revenue from earned income, and half from grants, I call that a successful social enterprise.

So regardless of your organization’s legal structure, or lack thereof, join us to talk about not just why we do this work, but how. It’s the how that will be the primary focus of this blog, but we won’t shy away from the why as well.

What are the challenges you’re facing with your social enterprise work?

Measure Twice, Cut Once

Businessman looking out through his office window

Successful entrepreneurs tend to be frugal. They have to be. They know that money and time is scarce. Too many things to do, too little time. So they focus, prioritize, cut to the bone, do what only needs to be done to get from point A to point E (skipping point B, C and D if possible). If you ask them how much planning they do, they’ll tell you they don’t have much time for that. But probe a bit deeper, as I have in hundreds of discussions with small business owners and entrepreneurial nonprofit leaders across the country (and some overseas), and you’ll find that generally they’re pretty good planners, even if they roll their eyes when you use that word.

Unlike the Hollywood version, most real life entrepreneurs do not carelessly take risks in hopes of making it big. Instead, before they dive into something, they often gather information from customers, competitors, colleagues, sales people, suppliers, industry sources, wherever they can get it – then add their own knowledge and intuition into the mix. From that effort the idea for their new business or new product or new market emerges. Why don’t they “just do it” the Nike way? Because they know it’s almost always cheaper to get it right the first time. They know to “measure twice, cut once.” That’s what business planning is all about. Sure, some things you can’t measure; but for everything else, there’s business planning.

As we continue with this blog, we’ll discuss specific strategies for measuring, once, twice, but not three times, by doing “just enough” business planning. Then just do it.

How do you do your business planning? Where do you need help?

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For more resources, see our Library topic Business Planning.