Getting Inside the Consultant’s Head and Heart

AIMCMarch 23, 2004Orlando, FL

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Objectives

Discuss paradox of internal consulting

Discuss ways of working head and heart

Explore some tool sets for heart work

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What is consulting?

Bringing something to the system that’s not there, or helping bring out a part of the system that’s undervalued or underrepresented.

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The Work of a Consultant

Process GuideExpertFacilitatorMediatorProject ManagerOthers?

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Exercises

List #1 List #2

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What’s the paradox?

Part of the system The consultant is a part of the overall client system. To some degree, they are their own target of work

Separate from the system Holding a specific agenda (or set of values) for the

organization Standing for something in the system that may not be

represented at the time

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The Dilemma Created

System works to pull you in

Practice pushes you out

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What is marginality?

Riding on the edge of the system

Refers to the position of the consultant relative to the mainstream of the organization

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How is an internal primarily affected?

InternalProcesses

ExternalProcesses

Forces toAssimilate

Forces toReject

Forces toJoin

Forces toControl

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Ways systems draw you in

Affiliation needsControl needsRewards / structuresInitiativesPerformance assessmentsMission / vision / valueYour own work

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What are the rewards?

GrowthDevelopmentImpactMaking a difference

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What are the traps?

Going nativeBecoming too marginal

in the system in the world

Losing sight of what work is occurring and the effects of your work

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Consultant half-life

What are the forces that work to strengthen a consultant?

What are the forces that work to weaken a consultant?

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What can you do about it?

Be intentional Choose how you want to differentiate Contract & negotiate Don’t do the work by yourself Become part of something larger Network Grow Plan your entry and your exit

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Interpersonal Intelligence

Organizing groups Skill of initiating and coordinating the efforts of a

network of people

Negotiating solutions Talent of the mediator – preventing or resolving conflicts

Personal connection Ability to recognize and respond fittingly to people’s

feelings and concerns

Social analysis Ability to detect and have insights about people’s

feelings, motives, and concerns

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Tools

ContractSelf definitionGoal planningPersonal developmentLong range focusSelf-AwarenessDefining and recognizing your work

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Work list for the heart

Self-awareness – observing yourself and recognizing your feelings, building a vocabulary for, knowing the relationship between thoughts, feelings, and reactions

Personal decision-making – knowing if though or feeling is ruling your decisions Managing feelings – monitoring “self-talk”, internal put-downs, finding ways to

manage anxieties, anger, and sadness Handling stress – exercise, guided imagery, relaxation methods Empathy – understanding others’ feelings and concerns and taking their

perspective Communications – distinguishing between what other say and do and your own

reactions or judgments to it Self-disclosure – valuing openness and building trust in relationships Insight – Identifying your own emotional patterns Self-acceptance – see your strengths & weaknesses in a positive light Personal responsibility – Accepting feelings & moods, following through Assertiveness – stating concerns without aggression or passivity Group dynamics – when to lead, when to follow Conflict resolution – win/win

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Make your list here

Head Heart

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About your presenter

M. Jeff Evans, Ph.D. is a specialist in human systems and organizational capability. He has spent the past 17 years heavily involved in organization development, change management, learning system design, and the management of organizational development and education systems. His experience includes work as both an internal and external consultant. He has led work redesigns in manufacturing and business unit settings, numerous improvement projects and team development activities, as well as designed and implemented many training, education, and quality systems at plant and division levels. His client base has ranged from international executive teams to manufacturing management teams in retail, manufacturing, information technology, telecommunications, research and development, and oil and gas exploration. As an internal organizational development consultant, Jeff consulted to Chevron Corporation, focusing on new organization designs and startups, large group change methodologies, and joint ventures and alliances in international and global settings.

Jeff is co-author of the recently released book The Ten Tasks of Change as well as articles in the field of organization development. He has authored papers and research studies on learning organizations, leadership, training design, and training systems. He is a frequent presenter at professional conferences such as the Organization Development Network, International Society for Performance Improvement, and American Society for Training and Development and teaches change management and systems and strategic thinking for in the school of business for U.C. Berkeley extension. He has undergraduate and graduate degrees in education and social sciences, including a Ph.D. in Educational Human Resource Development specializing in Organizational Development. He has done post-doctoral work in behavioral systems, organizations, and the psychology of group dynamics. He has also completed a 3-year postgraduate training track in Organization and Systems Development through the Gestalt Institute in Cleveland, and is a Certified Hypnotherapist.

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Resources

The Bell Curve, Richard HermsteiEmotional Intelligence, Daniel

GolemanThe Heart of the Soul, Gary ZuckoffThe Marriage of Sense and Soul, Ken

WilburHow to be an Adult, David Richo