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10 CONSULTING
 BARRIERS: AND HOW
  TO ADDRESS THEM
(Consulting to Management Journal: 9/01)


• Experience as a Guide to Improving
  Consulting Performance
• Effort to More “Flawlessly Consult”
• Applicable to Internal, External
  Consultants
‘Flawless’ Consulting?
           Peter Block (1981)


 Putting into words what consultant
            experiences (thinks/feels)
with the client.
 Using interpersonal and technical
     consulting skills:

              Reflecting;
        Confronting;
               Clarifying;
           Inquiring
Introduces “Authenticity:”
   Congruence between thoughts,


     feelings, actions.


    Focuses on relationship with
     client – not tasks or problems.


 Absence/use of authentic behavior


  impacts consultant effectiveness.
“ AUTHENTIC :”

•Manager says: “I want people to work
collaboratively.”
•Consultant observes: low participation
in management meetings + Manager
verbal criticisms of subordinate ideas
during meetings.
•Consultant response: “There seems to
be a discrepancy between saying you
want teamwork, and your criticisms of
others’ comments during meetings. Do
you think there’s a gap between what
you say and what you do?”
“INAUTHENTIC:”

•Manager says: “I want people to
work collaboratively – in teams.”
•Consultant observes: low
participation in management meetings
and Manager verbal criticisms of
subordinate ideas during meetings.
•Consultant response: Ignores
 interaction .
WHY DO FLAWLESS
 CONSULTING?
            (Block)
• Have expertise better utilized.
• Have recommendations
implemented.
• Develop internal client
commitment.
• Increase leverage you have on

     clients.
• Solve problems, once & for all.
EFFECTIVENESS




AUTHENTICITY CREDIBILITY
“DILEMMAS:”

A Checklist to Help Consultants
 Re-define – or Abandon – the
         Relationship
#1:   “Not Sure Who is the Client?”

Example: Manager contracts your services
but V.P. makes all the important decisions
about your scope of work, reporting
relationships, stakeholders to be involved in
the project, etc.

How to Recognize: Manager cannot make
timely decisions because has to check with
boss; client cannot easily explain scope of
work or other key elements of the project;
client acknowledges other "players"
involved, but are not available to meet with
you.
Options: (a) Withdraw from project; (b) Show
client contact the advantages of meeting with
key stakeholders in the project; (c) Convince
H.R. Director to form Steering Committee, with
some key stakeholders as members, to guide
consulting project.
#2 : “Client   is Passive-Aggressive”
Example: Client says, "Everything is fine,"
while others tell you that client puts up
barriers to successful project completion.
How to Recognize; Project team members
tell you they cannot get required resources
from client; or, project activities are being
"sabotaged" by the client.

Options: (a) Confront client and spell-out
alternatives to this behavior; (b) Practice
active listening with client to demonstrate
understanding of his/her position, and to
clearly define mutual expectations; (c) If
dilemma cannot be resolved, withdraw
from project .
#3 : "People Are Unwilling to Cooperate
 with Your Interventions."
Example: People who should be involved
with the project, but are not in decision-
making “loop." They respond by overtly or
covertly resisting the project.
How to Recognize: Needed resources are
unavailable because Office Manager thinks
she can contribute to project, but is not
invited to meetings; or, people involved say
they do not have enough authority to make
needed decisions relating to the consulting
effort.
Options: (a) Work with client to identify
people who can "stifle" the project, and
solicit their opinions; (b) Ask client to
substitute other people for those who are
resisting progress of the project
#4 :
   "Your Client is Being
Deceptive or Evasive."
Example: Hidden agendas, issues about
mutual trust that negatively affect your
presence there.
How to Recognize: key decisions are
delayed; client not behaving authentically
(per definition, above); client unavailable
for meetings; key agreements with client
not being honored.
Options: (a) Model authenticity to client
and actively listen for problems, barriers,
and hidden agendas; (b) Re-state project
goals, and request the client to re-commit
to them; (c) Withdraw from project.
#5 : “Client
           Expectations Are Too High
 or Too Low."
Example: Client expects you to "fix" everything,
or “turn things around;” may want you to go
through the motions of providing service because
of need to spend down budget, satisfy legal
requirements, etc. Or, consultant may have
unrealistic expectations of client - for example,
expecting project to be completed within
unrealistic time frame.
How to Recognize: Project participants quick to
decide without sufficient discussion among project
stakeholders; client's expectations don’t match
your expertise; client has successful experience
with previous consultant, and expects you to
behave in exactly the same way.
Options: (a) Negotiate realistic expectations
with the client before beginning work on the
project, and include these in the consulting
contract; (b) Periodically meet with client &
review progress against expectations.
#6:“Client is Disorganized and/or
  Confused”
Example: Project is stymied and
responsibilities for task completion are
unclear, or absent.
Ways to Recognize: Client and/or other
project stakeholders have difficulty focusing
on the topic at-hand; project priorities
suddenly shift; decisions are reversed, or put
on-hold; decision-makers can’t be identified.

Options: (a) Offer to help client decide on
priorities, responsibilities, time frames for
task completion, etc.; (b) Re-negotiate time
frames, priorities, responsibilities, etc.; (c) If
feasible, work with client to strategize how
to obtain widespread organizational
commitment to key priorities and tasks.
#7: “Project Priorities Conflict With Each
Other.”

Example: Client, other stakeholders may not
agree on the priorities for the consulting
project. This conflict will likely generate
confusion and unnecessary resistance to
project.
Ways to Recognize: Key people absent from
project meetings, and/or do not follow-through
on agreed-upon assignments; people engage in
"backstabbing" and other inauthentic
behaviors; "finger-pointing" when key tasks
not accomplished.
Options: (a) Authentically confront
observed behaviors with the people
involved, & try to gain commitment to the
project; (b) Meet with the key stakeholders
to brainstorm priorities, and secure their
contractual commitments to these priorities;
(c) Withdraw.
#8: “ You Don’t Have Authority Over the
Project.”
 Example: Purchasing Dept. Director makes
 all the important decisions, and treats you
 more as an employee than a consultant.
 Ways to Recognize: Client is telling you
 what to do, how to do it; client tells you to
 "Check with me first" before you make any
 decisions; you FEEL you are more an
 employee than a consultant.

Options: (a) Make sure your contract with the
client spells out limits of your authority; (b)
Confront client with what you are
experiencing about your role, and negative
consequences of being an "employee;" (c)
Use situation to negotiate respective roles and
responsibilities with client.
#9: “ You
      Don’t Trust Your Own
Judgement.”
Example: Drives to get paid, to build a client
base, to succeed, to be seen as effective are
reasons to forge ahead with a project, even
though you know that all is not well. In spite
of this, you ignore better judgment and go
forward.
Ways to Recognize: Consultant dismisses,
minimizes, serious problems with client or
project; consultant finds him/herself adopting
some of the inauthentic behaviors of the client
organization; you are simply not providing the
results you promised, and are unwilling to
confront this.
Options: (a) Ask colleague to review
situation with you, the consultant, and help
you decide what to do; (b) Split project into
phases - give parts of the project to others
who can do a better job than you; (c)
Withdraw.
#10:“Consultant Lacks Courage
 to Deal With # 1-9 ”
 Example: The issue of personal integrity surfaces
 whenever consultant deliberately chooses to
 behave and communicate INAUTHENTICALLY
 with the client; to please client, or to maintain
 consulting relationship, consultant knowingly
 does and says that which he or she knows is
 wrong, or ineffective.
Ways to Recognize: Client expresses confusion
over consultant's behavior; consultant experiences
cognitive dissonance with respect to his/her
relationship to the project; others confront the
consultant about his/her inauthentic behavior.

Options: (a) If external consultant, withdraw from
the project and from consulting work; (b) If either
external or internal, learn from and adopt the
courageous and risk-taking behaviors of others; (c)
Take small steps toward behaving authentically,
building up to more courage and competency.
THANK YOU!

        Teamworks
 “Measurable Improvements in
Performance Through Consulting
        and Training”

      (909) 784-9330
     www.teamworks1.com

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10 Consulting Barriers: How to Address Them

  • 1. 10 CONSULTING BARRIERS: AND HOW TO ADDRESS THEM (Consulting to Management Journal: 9/01) • Experience as a Guide to Improving Consulting Performance • Effort to More “Flawlessly Consult” • Applicable to Internal, External Consultants
  • 2. ‘Flawless’ Consulting? Peter Block (1981)  Putting into words what consultant experiences (thinks/feels) with the client.  Using interpersonal and technical consulting skills: Reflecting; Confronting; Clarifying; Inquiring
  • 3. Introduces “Authenticity:” Congruence between thoughts, feelings, actions.  Focuses on relationship with client – not tasks or problems.  Absence/use of authentic behavior impacts consultant effectiveness.
  • 4. “ AUTHENTIC :” •Manager says: “I want people to work collaboratively.” •Consultant observes: low participation in management meetings + Manager verbal criticisms of subordinate ideas during meetings. •Consultant response: “There seems to be a discrepancy between saying you want teamwork, and your criticisms of others’ comments during meetings. Do you think there’s a gap between what you say and what you do?”
  • 5. “INAUTHENTIC:” •Manager says: “I want people to work collaboratively – in teams.” •Consultant observes: low participation in management meetings and Manager verbal criticisms of subordinate ideas during meetings. •Consultant response: Ignores interaction .
  • 6. WHY DO FLAWLESS CONSULTING? (Block) • Have expertise better utilized. • Have recommendations implemented. • Develop internal client commitment. • Increase leverage you have on clients. • Solve problems, once & for all.
  • 8. “DILEMMAS:” A Checklist to Help Consultants Re-define – or Abandon – the Relationship
  • 9. #1: “Not Sure Who is the Client?” Example: Manager contracts your services but V.P. makes all the important decisions about your scope of work, reporting relationships, stakeholders to be involved in the project, etc. How to Recognize: Manager cannot make timely decisions because has to check with boss; client cannot easily explain scope of work or other key elements of the project; client acknowledges other "players" involved, but are not available to meet with you. Options: (a) Withdraw from project; (b) Show client contact the advantages of meeting with key stakeholders in the project; (c) Convince H.R. Director to form Steering Committee, with some key stakeholders as members, to guide consulting project.
  • 10. #2 : “Client is Passive-Aggressive” Example: Client says, "Everything is fine," while others tell you that client puts up barriers to successful project completion. How to Recognize; Project team members tell you they cannot get required resources from client; or, project activities are being "sabotaged" by the client. Options: (a) Confront client and spell-out alternatives to this behavior; (b) Practice active listening with client to demonstrate understanding of his/her position, and to clearly define mutual expectations; (c) If dilemma cannot be resolved, withdraw from project .
  • 11. #3 : "People Are Unwilling to Cooperate with Your Interventions." Example: People who should be involved with the project, but are not in decision- making “loop." They respond by overtly or covertly resisting the project. How to Recognize: Needed resources are unavailable because Office Manager thinks she can contribute to project, but is not invited to meetings; or, people involved say they do not have enough authority to make needed decisions relating to the consulting effort. Options: (a) Work with client to identify people who can "stifle" the project, and solicit their opinions; (b) Ask client to substitute other people for those who are resisting progress of the project
  • 12. #4 : "Your Client is Being Deceptive or Evasive." Example: Hidden agendas, issues about mutual trust that negatively affect your presence there. How to Recognize: key decisions are delayed; client not behaving authentically (per definition, above); client unavailable for meetings; key agreements with client not being honored. Options: (a) Model authenticity to client and actively listen for problems, barriers, and hidden agendas; (b) Re-state project goals, and request the client to re-commit to them; (c) Withdraw from project.
  • 13. #5 : “Client Expectations Are Too High or Too Low." Example: Client expects you to "fix" everything, or “turn things around;” may want you to go through the motions of providing service because of need to spend down budget, satisfy legal requirements, etc. Or, consultant may have unrealistic expectations of client - for example, expecting project to be completed within unrealistic time frame. How to Recognize: Project participants quick to decide without sufficient discussion among project stakeholders; client's expectations don’t match your expertise; client has successful experience with previous consultant, and expects you to behave in exactly the same way. Options: (a) Negotiate realistic expectations with the client before beginning work on the project, and include these in the consulting contract; (b) Periodically meet with client & review progress against expectations.
  • 14. #6:“Client is Disorganized and/or Confused” Example: Project is stymied and responsibilities for task completion are unclear, or absent. Ways to Recognize: Client and/or other project stakeholders have difficulty focusing on the topic at-hand; project priorities suddenly shift; decisions are reversed, or put on-hold; decision-makers can’t be identified. Options: (a) Offer to help client decide on priorities, responsibilities, time frames for task completion, etc.; (b) Re-negotiate time frames, priorities, responsibilities, etc.; (c) If feasible, work with client to strategize how to obtain widespread organizational commitment to key priorities and tasks.
  • 15. #7: “Project Priorities Conflict With Each Other.” Example: Client, other stakeholders may not agree on the priorities for the consulting project. This conflict will likely generate confusion and unnecessary resistance to project. Ways to Recognize: Key people absent from project meetings, and/or do not follow-through on agreed-upon assignments; people engage in "backstabbing" and other inauthentic behaviors; "finger-pointing" when key tasks not accomplished. Options: (a) Authentically confront observed behaviors with the people involved, & try to gain commitment to the project; (b) Meet with the key stakeholders to brainstorm priorities, and secure their contractual commitments to these priorities; (c) Withdraw.
  • 16. #8: “ You Don’t Have Authority Over the Project.” Example: Purchasing Dept. Director makes all the important decisions, and treats you more as an employee than a consultant. Ways to Recognize: Client is telling you what to do, how to do it; client tells you to "Check with me first" before you make any decisions; you FEEL you are more an employee than a consultant. Options: (a) Make sure your contract with the client spells out limits of your authority; (b) Confront client with what you are experiencing about your role, and negative consequences of being an "employee;" (c) Use situation to negotiate respective roles and responsibilities with client.
  • 17. #9: “ You Don’t Trust Your Own Judgement.” Example: Drives to get paid, to build a client base, to succeed, to be seen as effective are reasons to forge ahead with a project, even though you know that all is not well. In spite of this, you ignore better judgment and go forward. Ways to Recognize: Consultant dismisses, minimizes, serious problems with client or project; consultant finds him/herself adopting some of the inauthentic behaviors of the client organization; you are simply not providing the results you promised, and are unwilling to confront this. Options: (a) Ask colleague to review situation with you, the consultant, and help you decide what to do; (b) Split project into phases - give parts of the project to others who can do a better job than you; (c) Withdraw.
  • 18. #10:“Consultant Lacks Courage to Deal With # 1-9 ” Example: The issue of personal integrity surfaces whenever consultant deliberately chooses to behave and communicate INAUTHENTICALLY with the client; to please client, or to maintain consulting relationship, consultant knowingly does and says that which he or she knows is wrong, or ineffective. Ways to Recognize: Client expresses confusion over consultant's behavior; consultant experiences cognitive dissonance with respect to his/her relationship to the project; others confront the consultant about his/her inauthentic behavior. Options: (a) If external consultant, withdraw from the project and from consulting work; (b) If either external or internal, learn from and adopt the courageous and risk-taking behaviors of others; (c) Take small steps toward behaving authentically, building up to more courage and competency.
  • 19. THANK YOU! Teamworks “Measurable Improvements in Performance Through Consulting and Training” (909) 784-9330 www.teamworks1.com