Consulting on the Inside - c.ymcdn.com · the consultant-client relationship. ... EI-100-SL-2-7-0...

Consulting on the Inside ™ A Practical Guide for Intenal Consultants

➤ Define the role of the internal consultant

➤ Discuss how the internal consulting process works

➤ Address internal consulting challenges

➤ Practice Influence and Negotiation skills

➤ Apply the internal consulting career ladder and the concepts of consulting mastery

➤ Identify personal goals for consulting mastery

Objectives

What are the key challenges for you in your organization?

ExpertiseInfluence

Personal Skills

A Client Requested

Change

A consultant uses...

To facilitate...

Without formal authority to implement recommended actions

What is a Consultant?

Choosing a Role

Process OR Expertise

Classic Consulting Roles

Consultant Role

Doctor: − Diagnose − Make recommendations

Expert: − Provide expertise and solve the problem

Pair of Hands: − Use specialized knowledge to achieve client’s goals

Consultant Role

Change

− Partners with client − Serves as catalyst for change

Process Consulting

− Partners with client − Insightful systems observer − Asks astute questions

Traditional Organizational Change Roles

Consultant Role

Performance Consultant:

− Partners with client − Systems focus − Supports performance improvement

Change Leader: − Guides and drives change process − Advocate and project leader

Trusted Advisor: − Sounding board − Confidant

Emerging Consulting Roles

Challenges for Internal ConsultantsOrganizational Challenges

Intrapersonal Challenges

Interpersonal Challenges

➤ Setting the Stage at Hiring

➤ Building the Relationship

➤ Confidentiality

➤ Competencies for Success

➤ Becoming a Business Partner

Building Your Practice

Contact

Agreement

Feedback

Informationand

Assessment

Evaluationand Learning

SeekingAlignment

Change Targetsand Transition

Strategies

Implementation

The Process of Consulting

➤ Seek an understanding of the client’s organization or business need.

➤ Lay the foundation of the consultant-client relationship.

Contact Phase

➤ Confirm the agreement on consultant and client roles, expectations, and the actions each will take.

➤ Define the need to be addressed and the goal or outcome to be achieved.

Agreement Phase

➤ Gather information about the issue, the business, performance, and the organization.

➤ Assess or analyze the data and information collected.

➤ Gain an independent view and interpretation of the issues.

Information/ Assessment

➤ Provide the client with the information or data.

➤ Seek acceptance or “ownership” of the data.

➤ Offer a consultant’s analysis or interpretation.

Feedback Phase

Alignment Phase

➤ Seek alignment with the client on the desired outcomes or future state and the approach or intervention to be used to achieve it.

➤ Clarify which components of the system need to be changed.

➤ Identify necessary support and resources.

➤ Develop a transition strategy to navigate from the current state to the desired future.

Change Targets and Transition

Strategies

➤ Complete the intervention by providing guidance, coaching, facilitation, and leadership to implement the planned change.

Implementation

Evaluation and Learning

➤ Evaluate the success of the project with the client system by supporting the client’s reflection and identification of learned skills, knowledge, and self-awareness.

➤ Explore enhanced knowledge, skills and self-awareness.

Evaluation and Learning

Influence Tactics

NEGOTIATE

ENLIST

INQUIRE

LISTEN

FACILITATE

ATTUNE

DISENGAGE

I N Q U I R E

Draw OutAsk

Open-endedQuestions

Clarify Issues

CheckUnderstanding

TestImplications

DiscloseIdentify

withOther

PoseChallenging

Questions

A T T U N E

Receptive Influence Behaviors

Expressive Influence Behaviors

Express NeedsSuggest

Envision

O�er Reasons

Refer toGoals andBene�ts

DescribeConsequences

O�erIncentives

Encourage

T E L L

N E G O T I A T E

Influence Goals

Goal: How I will know that I have succeeded

Criteria for an effective influence goal:

FlexibleObservableChallengingUsefulSupportive

Constructive Negotiation Process

Finishing

Closing

Infrastructure

Framework

Foundation

Blueprint

IMPLEMENTING

CONTRACTING

REVIEWING OPTIONS

IDENTIFYING NEEDS

ESTABLISHING EXPECTATIONS

PLANNING

➤ Student

➤ Apprentice

➤ Practitioner

➤ Coach/Mentor

➤ Master

Stages of Internal Consulting Careers

Self Management Issues For Internal Consultants

Advice for Internal Consultants

➤ Know the business. Tie consulting interventions to real business issues and ensure they add value.

➤ Identify performance gaps or issues before managers do. Be ahead of the game.

➤ Recognize systemic relationships. Be a systems thinker.

➤ Build strong skills as a coach, teacher, advisor and strategist.

➤ Avoid pitfalls and barriers; learn detours. Be persistent in overcoming them.

➤ Pay attention to the trends; talk about them. Most importantly, make them relevant to the business.

➤ Develop the ability to work at all levels of the organizations and across boundaries.

➤ Know the financial picture, participate in business meetings, and ask questions.

➤ Be an educator about change, systems thinking, learning strategies, chaos and complexity.

➤ Develop personal mastery and be a constant learner.

Internal Consultants and Leaders

“As for the best leaders, the people do not notice their existence. The next best the people honor and praise. The next, the people fear, and the next the people hate. When the best leader’s work is done, the people say, ‘we did it ourselves!’”

Lao Tzu

Developing Your Best Self

Personal mastery goes beyond competence and skills, though it is grounded in competence and skills. It goes beyond spiritual unfolding or opening, although it requires spiritual growth. It means approaching one’s life as a creative work, living life from a creative, as opposed to a reactive, viewpoint.

Senge (1990)

Consulting on the Inside - c.ymcdn.com · the consultant-client relationship. ... EI-100-SL-2-7-0...

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