Getting Inside the Consultant’s Head and Heart

1. Getting Inside the Consultant’s Head and Heart AIMC March 23, 2004 Orlando, FL

2. Objectives • Discuss paradox of internal consulting • Discuss ways of working head and heart • Explore some tool sets for heart work M. J. Evans

3. 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. M. J. Evans

4. The Work of a Consultant • Process Guide • Expert • Facilitator • Mediator • Project Manager • Others? M. J. Evans

5. List #1 List #2 Exercises M. J. Evans

6. 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 M. J. Evans

7. The Dilemma Created System works to pull you in Practice pushes you out M. J. Evans

8. What is marginality? • Riding on the edge of the systemRefers to the position of the consultant relative to the mainstream of the organization M. J. Evans

9. How is an internal primarily affected? Internal Processes External Processes Forces to Join Forces to Control Forces to Assimilate Forces to Reject M. J. Evans

10. Ways systems draw you in • Affiliation needs • Control needs • Rewards / structures • Initiatives • Performance assessments • Mission / vision / value • Your own work M. J. Evans

11. What are the rewards? • Growth • Development • Impact • Making a difference M. J. Evans

12. What are the traps? • Going native • Becoming too marginal • in the system • in the world • Losing sight of what work is occurring and the effects of your work M. J. Evans

13. Consultant half-life • What are the forces that work to strengthen a consultant? • What are the forces that work to weaken a consultant? M. J. Evans

14. 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 M. J. Evans

15. 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 M. J. Evans

16. Tools • Contract • Self definition • Goal planning • Personal development • Long range focus • Self-Awareness • Defining and recognizing your work M. J. Evans

17. 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 M. J. Evans

18. Head Heart Make your list here M. J. Evans

19. 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. M. J. Evans

20. Resources • The Bell Curve, Richard Hermstei • Emotional Intelligence, Daniel Goleman • The Heart of the Soul, Gary Zuckoff • The Marriage of Sense and Soul, Ken Wilbur • How to be an Adult, David Richo M. J. Evans