Consulting
Quick Summary of Consulting Services:
- Strategic Planning
- Managing Change
- Team Building
- Project Team Alignment
- Enhancing Facilitative Team Leadership
- Total Quality Initiatives
- Improving Individual Accountability
- Organizational Design/Restructuring
- Planning and Managing Layoffs, Downsizing, Reduction-in-Force
- Conflict Management
- Dispute Resolution
- Managing Technology Infusion
- Valuing Diversity
- Developing Learning Programs
- Designing and Moderating Conferences, Retreats, and Meetings
- Special Consultancies Designed According to Client Specifications
We have over 30 years of experience in consulting for corporate, government, and educational organizations. Our consulting approach is to act as a partner and catalyst for our client systems, working with the organization to achieve its change objectives.
A Jazz Ensemble
We have developed a variety of specific consulting approaches to meet the needs of our clients, but the metaphor of a jazz ensemble is useful to remind us that these specific steps are only part of the process. In a jazz ensemble, there are arrangements on the "charts" (written music) that all the musicians follow to create the basic musical pieces, but there are also moments and opportunities when some of the players improvise to create and embellish new ideas that flow from the basic musical piece.
Those who have played jazz, myself included, know two things: 1) when performing the arrangement, it's essential to stay together and be reading off the same page (chart), and 2) when one is improvising, everyone else had better be listening with extra special care, otherwise the sound might not be music—it might just be noise.
When consulting, it often falls to the consultant to make sure that the organization's leaders, employees, and stakeholders are working together as a jazz ensemble pursuing creative change, so that the results sound more like music than noise.
Specific Approaches
To read about some specific consulting approaches we have used to help deal with different categories of organization and leadership problems, please click on the categories shown here that you are interested in for a more complete description of consulting activities we provide to help you and your organization achieve your goals:
Strategic Planning Consulting
Strategic planning is a process to position or reposition an organization in its social situation to optimize its viability, vitality, and future effectiveness. There are specific steps that can be followed to provide a factual basis for developing long-range organizational plans. See the Downloadable Papers tab for materials in the Strategic Planning area. Our consultation support typically involves the activities shown below.
- Consult with organizational leaders to create a plan for doing strategic planning.
- Provide expert facilitation for leaders to do a Strengths-Weaknesses-Opportunities-Threats (S-W-O-T) analysis of the organization and its immediate contextual considerations (e.g. changes in market conditions; labor pool; federal, state and local government regulations; competitors, etc.)
- Conduct interviews with, or surveys of stakeholders to gather ideas, preferences, perspectives, and other information relevant to strategic planning; summarize and organize findings; provide objective reports of information to those involved in the strategic planning process.
- Provide group facilitation, documentation, writing, and editing support for developing statements of mission, vision, values, goals, and objectives.
- Prepare written drafts of strategic plans for consideration of stakeholders.
- Provide consultation support for the various steps to be used in implementing the strategic plan.
- Facilitate alignment meetings to help clarify strategic plans and gain commitment from leaders and stakeholders to help assure performance.
Quality Initiative Consulting
There are many well-tested concepts and processes that will help shift an organization's emphasis from being busy with activities to focusing on applying quality thinking to all aspects of the organization's life—everything, from customer service to better supervision and leadership, including more readable financial reports and fiscal controls and improved standards for measuring how everything in the organization gets done. If something can be done faster, better, or cheaper, our job as consultants is to help the organization's leaders and employees figure out how and then make it work. To do this we most often:
- Help find examples of work processes that can be improved and facilitate the analysis and decision process that will make it possible for employees and leaders to make the necessary changes then measure and document the results.
- Provide explanations and examples of quality-oriented thinking, process analysis techniques, problem-solving and decision-making methods, continuous improvement practices, and team leadership styles that foster the success of quality initiatives.
- Consult with unit leaders to support the ideas of employees to make improvements in work processes that may have been problematic for a long time.
- Work hand-in-hand with employees to examine work processes, analyze their effectiveness and efficiency, and develop improvements that can save time and money.
- Consult in the creation or strengthening of leadership styles and attributes of the organization's working climate to support constantly improving quality in all aspects of the organization's work.
- Provide employee training in specific techniques for excellent customer service.
- Develop criteria and methods for monitoring, evaluating, and analyzing the effects of continuous improvement efforts.
- Create written materials that document the gains in quality achieved by the client organization.
Teambuilding Consulting
Competition among employees, and even leaders, in the workplace accounts for behavior that has some of the most damaging impacts on organizational productivity. We have been engaged for more than thirty years in consultancies specifically focusing on teambuilding in a wide variety of organizational settings from manufacturing to law enforcement to professional partnerships. When we are engaged for these purposes, our services typically include, but are not limited to these activities:
- Convening the teambuilding process, setting a climate that is conducive to open communication, learning, and change, and facilitating the team development process.
- Providing exercises, instruments, and other teambuilding tools that help to accelerate the development of a team.
- Help participants to appreciate the differences between competitive and cooperative behaviors; explain the advantages of cooperative actions within the organization and the advantages of proficient competition with rival organizations.
- Facilitate the development of ground rules and behavior standards that evoke the best behavior from participants associated with developing a working team.
- Guide the teambuilding discussions so that they remain constructive, positive, purposeful, and contribute effectively to strong and respectful future relationships among the participants.
- Prevent or constrain participant discussions that are hostile, negative, and blaming.
- Manage the time and intensity of the teambuilding process to optimize its effectiveness.
- Demonstrate how participants can give feedback without attacking the receiver and receive feedback without being defensive; help participants practice these feedback skills for use both within the teambuilding process and afterward back at work.
- Encourage and support participants to accept responsibility for their own behavior, describe their observations effectively, and support growth in others as well as themselves.
- Provide follow-through support after the teambuilding process has been completed to assure effective team performance back in the workplace.
- Suggest changes in policies, work habits, and reward systems that will support team cooperation in the future.
Communication Management Consulting
Communication is always going on in organizations, for good or ill. People can't work together without communicating. Sometimes they are very effective at it, sometimes not. When communication is good, people can willingly help achieve the organization's goals. The adverse effects of poor communication practices, especially among an organization's leaders, flow outward to negatively impact all other aspects of the system. Improving communication practices in organizations is some of the most important consulting work we do. When engaged for these purposes, our dealings often involve these actions and other activities not listed here:
- Identify and specify the nature and effects of the communication processes used in the organization, both formal and informal.
- When appropriate, make use of personality assessment instruments to help clarify natural differences among participants in the organization to help people understand how natural personality differences can effect communication, both transmitting and receiving.
- Help people learn how to notice and appropriately interpret non-verbal communication cues from others.
- Provide interactive exercises designed to demonstrate effective and ineffective communication practices (e.g. meeting leadership, facilitation methods, feedback techniques, corrective coaching, problem-analysis, etc.); help participants come to select and use practices that are appropriate and effective and avoid those that are ineffective.
- Help to set standards about the appropriate use of different communications media (e.g. memos, email, telephone, meetings, conferences, public presentations, etc.); select and use different media in appropriate ways and avoid their misuse.
- Help leaders learn how to be effective process facilitators.
- Help employees learn how to get things done with others over whom they have no authority; i.e. learn to lead when you're not the boss, but have responsibility for completing a project.
- Help people develop and use negotiation and conflict management skills to produce win-win agreements.
Change Management Consulting
Growing, shrinking, rightsizing, downsizing, layoffs, reorganizing, reshaping, re-engineering, re-inventing, are all about deliberately changing an organization in some important ways. For most people, change evokes anxiety and stress that can lead to declines in performance. For leaders, change provides challenges and opportunities for creativity that can profoundly benefit the organization. If mismanaged, then organizational change can paralyze an organization, cause the loss of some of its most talented people, unnecessarily increase expenses with increasing income, create confusion and ineffective performance, and delay achieving the very gains provoking the change in the first place. We have assisted dozens of organizations through planned change processes and have learned many techniques that work well if artistically applied and some pitfalls that can be avoided during the change process thereby eliminating unnecessary difficulties. When we are asked to consult in planned organization change processes, some of our activities are described below.
- Help the organization's leaders describe where they are now, why they feel a need to change, where they want to be after the change, who will be affected by the change, who should be involved in the change process and when, and what action should be done and when to implement the change, what expenses and risks are associated with the change and how to minimize them.
- Monitor and facilitate re-planning because the planning map just described is, in our experience, never exactly how the change proceeds; things always go awry and must be accommodated quickly and effectively through continuous adjustments and re-planning.
- Notice and help different people who have different needs and reactions to the change initiative; they must be knowledgeably responded to in ways that are relevant and appropriate to their different needs.
- Help anticipate and analyze non-rational aspects of the change process and responses to it; the most rational and expert change plans can be upset by "political" considerations which should be anticipated to the maximum degree possible.
- Help enroll as many people who can help lead the change process and help prepare them for effective leadership during and immediately following the change.
- Help the organization find ways to sustain optimum performance from all employees present after the change has occurred.
- Help people learn that change is constant; one change is followed by another; stay limber; learn to take good care of yourself so you can adjust to change and stay healthy and productive.
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