As a Consultant, What’s Your Blindside?

A businesswoman having a meeting with a consultant

Watch the following situation occur in conversations among consultants.

Many consultants place extreme value on people’s feelings, beliefs and perceptions. That’s their natural “lens” on organizations. Many of them are from fields of psychology, human resources and coaching. In my experience, they often conclude their clients have problems primarily with, for example, interpersonal conflicts, emotional intelligence and authenticity. It seems this group has grown substantially. Maybe because of the many consultant trainings that focus almost exclusively on the “human” side of things, with very little, if any, attention to the “business” topics. Also, because we’re all human — maybe many of us believe we’re already experts at consulting in this area, too.

In contrast, are the consultants who highly value strategies, structures, plans and policies. That’s their natural lens. Many of them have extensive experience in management. They might conclude that their clients have problems primarily with, for example, strategic planning, organizational design and workflow. (Unfortunately, this is the “business” side of things that seems so lifeless and icky to the other type of consultants.)

Very seasoned consultants have learned to look at organizations through both lens. One of the most useful resources to explain these perspectives is the book, Reframing Organizations by Bolman and Deal. The authors explain how there can be very different perspectives among researchers, writers, educators, consultants and members of organizations.

I highly encourage consultants, especially those who have complete disregard of either lens, to read the book. We consultants – and especially our clients – will be much better off.

Understand Your Preferred “Lens” Through Which You View Organizations

All About Consulting – Types, Skills and Approaches

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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.

10 Myths of Management and Organizational Consulting – Part 2

A manager talking to an employee

In Part 1, we reviewed myths 1-5. In this Part 2, we review myths 6-10.

6. Myth That All Consultants See the Same Problem the Same Way

Each consultant brings his or her own particular view, or “lens,” through which they view organizations. Also each has his or her particular biases and assumptions about how organizations should operate. The unique nature of each consultant often results in a unique perspective on problems and the approaches to solving those problems, as well.

7. Myth That There Is One Way to Solve Each Problem

Organizational change is a complex and dynamic process. Each organization is highly unique, depending on the nature of its environment, products and services, leadership, age and size. That is why there are no “cookie cutter” or one-size-fits-all solutions that work for every problem in all organizations. Similarly, experts in organizational and management development have realized that there is no one perfect way to lead, manage or change organizations.

8. Myth of Best Practices

Best practices are activities associated with organizations that are recognized as high-performing. Performance is the achievement of results and best practices are activities that indicate a high likelihood of achieving those results. The practices often become standards by which we measure if an organization is effective or not. Many of the standard management practices that we mention as capacity building activities are forms of best practices. For example, to discern if an organization is high-performing, we investigate whether and how the organization is conducting Board development, strategic planning, financial management or marketing. However, research suggests that the presence of best practices alone is insufficient to guarantee organizational effectiveness. Of more importance is how those practices are applied. The application should be in accordance with the unique nature and needs of the organization and should maintain continued focus on successfully serving specific needs in the community.

9. Myth of the “Isolated Solution”

Many consulting projects focus on one aspect of an organization, for example, financial management, team building or marketing. It is not uncommon that shortly after a project is completed, the client realizes that another major and related problem has arisen in the organization. Your client might contact you to report that your first “solution” did not take care of all related problems in the organization. In this case, your client is displeased.

A familiar example of this problem occurs when an organization hires a financial analyst to somehow generate more revenue for the organization. However, if the organization does not have a strong Strategic Plan, the analysis might not be successful. The organization might end up hiring a strategic planning facilitator. However, if the Board of Directors and top leadership is not ready for strategic planning, the Strategic Plan might not be strategic or get implemented at all.

10. Myth of the “Final” Project Plan

Usually, after your first meeting with your client, you develop a written proposal that includes a project plan that specifies the goals of the project and the activities that must be conducted to achieve those goals. Often, you are hired based on your client’s perception of the quality of your project plan. However, in the vast majority of successful projects, the initial project plan is changed as you and your client work together to address the issues in your client’s organization. An experienced consultant learns to present the project plan as preliminary in nature and open to change. The consultant helps the client to realize that plans often change and that change is natural.

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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.

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.

Introduction — This Blog is About Actually Doing Consulting

A businessman consulting with a young professional

There’s a lot of resources to help people think about whether to go into consulting and also about how to market a consulting business. However, there are very few resources about actually doing consulting — about how to work with clients to:

  • Identify and understand a) true causes of problems or b) how to achieve exciting goals.
  • Effectively solve those problems or achieve those goals.
  • Teach clients to address those situations themselves well into the future.
  • Learn about themselves and their organizations during the consulting process.

So this blog is about doing that. In this blog, I’ll be drawing heavily from my book “Field Guide to Consulting and Organizational Development.” Much of what I’ll write about will be relevant to any kind of consulting, whether technical, management or organizational consulting.

Here’s a detailed list of the kinds of topics we’ll cover and their likely order in this blog.

I’ve learned many times over the years that the deepest learning comes from sharing feedback with others, while also applying new information, materials and perspectives to current, important priorities. I’m hoping that this blog can contribute to deep learning for all of us. So join in!

What else would you like to read?

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

Welcome to the Consulting and Organizational Development blog!

A laptop with "consulting" written on it

We’re Carter McNamara and Jim Smith, and we’re the co-hosts of this blog. You can read more about us next to our pictures in the sidebar. This blog will be about various aspects of consulting and organizational development, will focus especially on practical tips and tools, and will include 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 the Library topics Consulting and Organizational Development.