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Know Your Place: Role of the external change agent
(1)
Topform Professional - all rights reserved
Introduction
• In this brief presentation we’ll be
looking at the first stage of the
consulting phase or cycle. Starting
with selection & entry, moving on
to entry features , concluding with
why its important to get this right.
It is set within the context of
management consultant (Mgt C) as
change agent
Topform Professional - all rights reserved
Getting to be the changer
A) Identification of
Need (Client)
B) Selection
Considerations
(Client)
C) Entry
Mgt C & Client
Resource need human
and/or
organizational
Time – meeting
deadlines
Decision- making
Evaluating
Action/ reviews
Expertise
Covert reasons
Combination of factors
above
Qualifications
Accreditation
Expertise
and Experience
Interpersonal
Specialisms
Reputation and
Referral
1. Contract
2. Formal
Appointment
3. First Meeting
between
consultant and
client
4. Pre first meeting
activities
5. Completely
Informal/direct
entry
(Ade 2004)
Topform Professional - all rights reserved
Where you start
• Entry can be viewed as the
point in time at which the
consultant moves from being
external to the client
organisation, to the formal
commencement of the
consulting intervention. It
can be viewed either as the
first step of role and process,
or the last step of the
selection process. (Ade 2004)
Topform Professional - all rights reserved
What needs doing at entry
• Magerison (1995) ‘Appraisal Step’ – contact -contract
preparation - contracting - contract negotiation, while
• Neumann et al (1997) ascribes – ‘Scouting’ -
negotiating entry - agreeing contract, as the first
stages on entry.
• Cope (2000) Contract and contract negotiation,
subsumed under ‘Client’ as entry activities. But
• Gray (1987) contract negotiation:- post- entry activity,
as consultants begin to gain a perspective, on the
client organisation
Topform Professional - all rights reserved
Understanding the nature of your place
• Entry is a rather nebulous point of consulting
cycle, though distinct activities surround it. Pre -
selection and selection activities, as well the
client’s organizational demands, determine
actual entry, which will vary from client to client.
• Getting it right affects the rest of the consulting
cycle. (Ade 2004)
Topform Professional - all rights reserved
This is a taster from Professional Consulting Level 5 course, look
out for the next segment on this topic
www.topformti.com
Topform Professional - all rights reserved

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Know Your Place: Role of the external change agent (1)

  • 1. Know Your Place: Role of the external change agent (1) Topform Professional - all rights reserved
  • 2. Introduction • In this brief presentation we’ll be looking at the first stage of the consulting phase or cycle. Starting with selection & entry, moving on to entry features , concluding with why its important to get this right. It is set within the context of management consultant (Mgt C) as change agent Topform Professional - all rights reserved
  • 3. Getting to be the changer A) Identification of Need (Client) B) Selection Considerations (Client) C) Entry Mgt C & Client Resource need human and/or organizational Time – meeting deadlines Decision- making Evaluating Action/ reviews Expertise Covert reasons Combination of factors above Qualifications Accreditation Expertise and Experience Interpersonal Specialisms Reputation and Referral 1. Contract 2. Formal Appointment 3. First Meeting between consultant and client 4. Pre first meeting activities 5. Completely Informal/direct entry (Ade 2004) Topform Professional - all rights reserved
  • 4. Where you start • Entry can be viewed as the point in time at which the consultant moves from being external to the client organisation, to the formal commencement of the consulting intervention. It can be viewed either as the first step of role and process, or the last step of the selection process. (Ade 2004) Topform Professional - all rights reserved
  • 5. What needs doing at entry • Magerison (1995) ‘Appraisal Step’ – contact -contract preparation - contracting - contract negotiation, while • Neumann et al (1997) ascribes – ‘Scouting’ - negotiating entry - agreeing contract, as the first stages on entry. • Cope (2000) Contract and contract negotiation, subsumed under ‘Client’ as entry activities. But • Gray (1987) contract negotiation:- post- entry activity, as consultants begin to gain a perspective, on the client organisation Topform Professional - all rights reserved
  • 6. Understanding the nature of your place • Entry is a rather nebulous point of consulting cycle, though distinct activities surround it. Pre - selection and selection activities, as well the client’s organizational demands, determine actual entry, which will vary from client to client. • Getting it right affects the rest of the consulting cycle. (Ade 2004) Topform Professional - all rights reserved
  • 7. This is a taster from Professional Consulting Level 5 course, look out for the next segment on this topic www.topformti.com Topform Professional - all rights reserved