Challenges in Consulting to Small Organizations (Part 2 of 3)

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See Challenges in Consulting to Small Organizations – Part 1 .

5. The organizations are often too small to justify or pay for expensive outside advice.

Even when struggling with recurring issues, many small organizations hesitate to spend money on what is seen as diverting valuable dollars from sales and services. So when they do hire consultants, it is usually for specific, low-cost technical advice – and that advice had better solve the organization’s problems and fast. So consultants might form relationships with these organizations primarily by promoting their technical skills.

6. Small organizations usually need low-cost management and technical assistance.

Because of the tight resources in small organizations, they usually cannot afford high-priced consultants, even if those consultants would be very useful to the organizations. This situation is made even more challenging because Boards and CEOs often do not budget necessary funds for professional development. Thus, these organizations usually seek low-cost consulting services – and hope for the best. So consultants might consider offering a schedule of fees for various levels of services and also plan their projects to include different phases, each with a different fee.

7. One-shot consulting often is not enough – the same consultant might be rehired.

While most consultants want to teach managers “how to fish” (to solve problems for themselves) rather than to give them a “fish” (to solve the problems for the managers), management skills are not something that can be learned in one, low-cost consultation. Thus, a management consultant might be re-hired on several occasions to help with a variety of different management activities.

(The above was adapted with permission from Sandra Larson, previously of MAP for Nonprofits in St. Paul, Minnesota.)

See Challenges in Consulting to Small Organizations – Part 3

Carter McNamara, MBA, PhD, faculty members of Consultants Development Institute .

 

Keeping Doors Open after Disaster

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Time to take those first steps toward disaster preparedness

Roughly 40 – 60% of small businesses never reopen their doors following a disaster. If that’s not enough to get you moving I don’t know what is. Unsure where to start? You’re not alone, and FEMA has a host of resources, like this infographic on business resiliency, available at ready.gov/business.

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Roughly 40 to 60 percent of small businesses never reopen their doors following a disaster. But you can. Learn more about protecting your business at ready.gov/business.
Roughly 40 to 60 percent of small businesses never reopen their doors following a disaster. But you can. Learn more about protecting your business at ready.gov/business.

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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, author of Manager’s Guide to Crisis Management and Keeping the Wolves at Bay – Media Training. Erik Bernstein is vice president for the firm, and also editor of its newsletter, Crisis Manager]

Challenges in Consulting to Small Organizations (Part 1 of 3)

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Small organizations are often like small families, with all of the ensuing dynamics and challenges that we encounter in families of our own. This presents special challenges for consultants when working to help leaders of these organizations to solve problems and learn at the same time. However, this also presents opportunities for the consultants who understand the nature of small organizations and how to work with them. Here are some observations from working with many small organizations over the years.

1. Their leaders often work alone – they are not used to asking for help.

They often are so focused on their organization’s survival that they do not see themselves as having the time for other activities that actually might benefit them. For example, in the United States, there are many sources of assistance, such as the Small Business Administration, SCORE and numerous small business centers. These sources provide highly qualified personnel and very useful resources. Yet many leaders in small organizations might use these resources only once or not at all. Thus, consultants might be both proactive in promoting themselves to these organizations, yet judicious and tactful in how they inform the leaders of their potential value.

2. They are usually reacting to urgent issues, rather than planning about important ones.

These organizations do not have a lot of time, money and resources for proactive planning. Instead, they are reacting to the most recent and urgent priorities in the workplace. Thus, typical challenges for the consultant are basic training about planning, helping the organization focus its limited resources on planning, ensuring strategies are really strategic rather than operational, and helping the organizations to ensure that their plans are actually implemented. This is an opportunity for consultants who can orient leaders to the differences between urgent and important matters and about how addressing the latter can avoid the former. The consultants can stress how planning can be relevant, realistic and practical.

3. They usually are extremely busy and struggle to meet demands of consulting projects.

Consultants should design projects to include various phases, each of which might provide a pause in a project. Project activities also should be highly integrated into other current activities, so the project does not directly result in significantly more demands on the time and resources of personnel in the organizations. Also, coaching should be used to sustain momentum when implementing recommendations in the project.

4. Small organizations often hire by word-of-mouth.

They cannot afford the risk that a consultant will not have the expertise to solve their problems. They put a lot of faith in how well they trust the consultants that they already know. So they might re-hire the same consultants, primarily because of how they feel about them – and then hope that their consultants can be useful everywhere in their organization. So it is very important for consultants to work hard to sustain strong relationships with the leaders of these organizations.

(The above was adapted with permission from Sandra Larson, previously of MAP for Nonprofits in St. Paul, Minnesota.)

See:

Challenges in Consulting to Small Organizations – Part 2

Challenges in Consulting to Small Organizations – Part 3

Carter McNamara, MBA, PhD, faculty members of Consultants Development Institute .

Reflections on the Question: “Is it Group or Team Coaching?”

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I started my first coaching groups in 1983 and since then, have worked with 100s of groups and taught hundreds of others how do design and coach/facilitate the groups. I’ve also read much of the literature about group and team coaching. Here are some of my lessons learned — sometimes painfully.

1. The most important initial consideration, by far, is not whether a program is for group coaching or team coaching. It is answering the question, “What ultimate outcome(s) should the program help the members to achieve?” The answer to that question will drive all aspects of a program.

2. The conditions for the success of whatever you want to call it (team or group coaching) occur in the program design, well before the members even meet each other. Too often, the literature writes as if the members have already been selected and are coming together.

3. There are at least 9 different formats of the group or team: where 1, some or all get coached, or where 1, some or all do the coaching. It is not always a professional coach doing the coaching 🙂 The format (the structure) is determined by the desired outcome.

4. The vast majority of the considerations that the literature asserts are different between group and team coaching are actually much more in common between the two, for example: Is the program for solving problems for each person or for the entire group? Will members be from the same organization or different? Will the members’ supervisors support their involvement? Who will do the coaching and who will get coached? Will coaching be only questions or include advice, brainstorming and materials? How will trust be built between members? Will the program be integrated with other programs? How will the program be marketed? How will it be evaluated?

5. Approaching a program initially with the question “Is it team or group coaching?” can too often impose a binary framework that can detract us from initially focusing on the ultimate outcome and it also can blind us from appreciating a variety of secondary outcomes.

6. When designing a program in an organization, there usually is not nearly the freedom of design, agenda and flow of the process that the literature suggests. It’s far better to start out very specifically, and change it later on (if the client permits 🙂

? What have you learned about group or team coaching?

Also see:

Carter McNamara, MBA, PhD, is a co-founder of Action Learning Source.

[Infographic] Public Health Crisis Preparedness Tips

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Every business faces continuity issues at some point. Whether it’s a natural disaster or a break in the supply chain, these events can be devastating. One type of crisis that can impact any business is a public health scare. We always say one of the best ways to reduce the impact of crises is to educate yourself, and to that point would like to share this CDC infographic full of advice about public health crisis preparedness and response:

[Click image to see full-size]

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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, author of Manager’s Guide to Crisis Management and Keeping the Wolves at Bay – Media Training. Erik Bernstein is vice president for the firm, and also editor of its newsletter, Crisis Manager]

How to get your clients to participate in their consulting projects (Part 3 of 3)

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As we clarified in Parts 1 and 2 of 3, if your clients don’t participate in the consulting to improve their organization, then you are faced with the dilemma: “Should I just do the work for the client, or should we keep slipping deadlines in the project”. However, long-lasting change will not occur in their organization if the client does not have strong understanding, commitment and participation in the changes. So if you do the client’s work, it is not likely that your project will be successful. Here are some additional suggestions for getting your client to participate:

9. Use techniques of personal and professional coaching to move things along.

Coaching can be a powerful means to help your client identify obstacles to the project, the real reasons that those obstacles exist, and what can be done to remove the obstacles. Coaching includes asking thoughtful and empowering questions, such as “What would success be in this situation?” “Then what can you do with your limited resources to get the project back on track again?”

10. Resort to the “Sanity Solution.”

In situations where project activities seem stalled, especially because of a lack of resources, you and your client can always attempt one or more of three strategies: a) get more resources, b) extend deadlines to get things done, and/or c) decrease the expectations. Present the “sanity solution” to your client and help them decide which alternatives to implement.

11. Decide if you should cycle back to the Contracting phase.

It may be that the activities in the project so far have combined to identify or create another or new priority or problem to address. For example, project activities thus far may have helped the Chief Executive Officer (CEO) to realize that his or her approach to working with the Board of Directors is ineffective. Consequently, the CEO may want Board development to occur as soon as possible. The Engagement and Agreement phase revisits the goals of the project and, thus, is an opportunity to update the direction of the project. It might be useful for you and your client to consider repeating some or all of the activities in that phase

12. Be willing to suspend the project.

Sometimes that can be a very powerful strategy because the client is promptly faced with the original problem that was the reason for the consulting project in the first place.

? What do you think?

Carter McNamara, MBA, PhD, is a faculty member in the Consultants Development Institute.

How to get your clients to participate in their consulting projects (Part 2 of 3)

Two-bussiness-men-discussing-together

As we clarified in Part 1 of 3, if your clients don’t participate in the consulting to improve their organization, then you are faced with the dilemma: “Should I just do the work for the client, or should we keep slipping deadlines in the project”. However, long-lasting change will not occur in their organization if the client does not have strong understanding, commitment and participation in the changes. So if you do the client’s work, it is not likely that your project will be successful. Here are some additional suggestions for getting your client to participate:

  1. Realize that your client’s lack of participation may be a form of project resistance.

If your client is experiencing discomfort about the project, but is not admitting it to themselves or to you, then it may lead to resistance. Often, their discomfort shows up, for example, in their lack of participation. It is important for you to effectively recognize and address resistance. Otherwise, your project will lose the momentum necessary for successful change. Be authentic in your response to the resistance.

  1. Remind your client that choices about the project affect the entire organization.

Many times, clients are so busy reacting to the day-to-day demands that they forget about the importance of their project. They sometimes end up treating the project as if it is a nuisance to be tolerated. It is important for you to remind your client of the difference between working harder and working smarter – working on the project is working smarter. By avoiding the project, your client is not investing in the overall health of their organization. If they expect to “cut wood all the time, they have to take time to sharpen the saw.” Ask them what they want to do about the situation, then be quiet and let them respond. Listen and be authentic.

  1. Continue to recognize accomplishments in the project so far.

Projects are not “all or nothing” events that are either complete successes or failures. If your client gets pulled away to address another priority, the project might have to adjust to a change in plans. Work with your client to keep perspective on what has been accomplished and what remains to be done in the project.

  1. Work with a subset of key members of the organization.

If all key members of your client’s organization cannot participate in a particular project activity, consider forming a smaller group of participants to conduct that particular activity. The small group will provide its results, including specific and clear recommendations, back to the larger group when finished.

In part 3 of 3, we’ll finish with our suggestions.

? What do you think?

Carter McNamara, MBA, PhD, is a faculty member of the Consultants Development Institute.

Medical Professionals and Reputation Management

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Looking at one of the groups most impacted by negative online reviews

Over the past year we’ve seen a huge rise in issues related to online reputation for medical professionals of all kinds. The number one problem we see is that medical pros simply aren’t managing their online reputation at all, often allowing issues to get completely out of hand before taking action. This concerning issue is one of several discussed in the below infographic from MedData Group covering the topic of physicians and reputation management.

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meddatapoint physician reputation management

How to Get Your Clients to Participate in Their Consulting Projects (Part 1 of 3)

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A common question that we get is “How can I get my clients to participate in the consulting project when they seem too busy to even attend our meetings?” This question is relevant whether you are an internal or external consultant.

In those situations, you are faced with the dilemma: “Should I just do the work for the client, or should we keep slipping deadlines in the project”

Research suggests that long-lasting change will not occur in an organization if the client does not have strong understanding, commitment and participation in the changes. So if you do the client’s work, it is not likely that your project will be successful.

In these posts, we’ll share some ideas about how you might respond to the situation where your client seems to want you to just fix their problem by yourself — and then go away.

Be authentic with your client.

Notice that your client is not participating in the project, such as not doing what they said they would do, when they said they would do it. Mention your observation to your client. Do not judge them. Be quiet and let them respond.

Remind your client of the importance of their participation.

In the midst of the day-to-day challenges of leading an organization, your client may have lost perspective on the overall importance of the project. The project may have been replaced by another top priority. Talk with your client to come to a conclusion about importance of the project for now.

Recognize the other priorities of your client.

There will be times during a project when your client suddenly needs to attend to other matters. You will need to recognize those times and, with your client, adjust your plans accordingly.

Integrate your project plans into your client’s current activities.

Identify opportunities to include project tasks into the activities that your client is already doing. For example, use current staff meetings and status reports to communicate about the project. Use current evaluation activities as part of the project’s evaluation.

We’ll soon post the Parts 2 and 3 of this Series in this forum.

What do you think?

Carter McNamara, MBA, PhD, faculty member of the Consultants Development Institute.

Influential Online Review and Reputation Statistics

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Why you need to take control of your online reputation today

For years the impact of online reviews was somewhat nebulous, making it difficult to convince the folks holding the purse strings to make controlling them a priority. Now that we have stats like the ones found in this infographic from ColumnFive and Milo.com you have a lot more ammunition for your argument that now is the time to get your online reputation in order.

why online reviews matter infographic