Consulting Mastery. The Keys to HR Consulting Mastery By Keith Merron



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1 2 The Keys to HR Consulting Mastery By Keith Merron 3 4 5 6 7 8 9 10 This article is based on interviews with 14 consultants who were nominated by a panel of experts as being the best consultant I ever worked with. In addition, it is based on interviews with 10 executives of companies each of whom had significant experience in working with many consultants. I asked them to describe the best consultant they had ever worked with. Their combined insights along with my 25 years of experience form the basis of this article and a book published by Berrett-Koehler, Inc. in May, 2005. 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 In spite of overwhelming evidence that psychological ownership of change is crucial to any kind of human change process, businesses and the consulting profession remain wedded to the idea that consultants can come in as knights on a white horse to save the day. Rarely is this the case. Human Resource consultants who try this approach often leave behind a wake of mediocrity yet continue to blame the client for not implementing their recommendations. Clients who look for the answer from consultants rarely implement the recommended changes. They blame the consultant for not giving them real life answers to their problems. Both client and consultant fail to recognize they are caught in a paradigm destined to produce limited results. Human Resources consultants who exhibit mastery in the art of consulting rarely fall prey to this syndrome. Instead they operate from a different model and as a result produce appreciably far greater and more sustainable results. To understand this, let s look at the key features of consulting mastery. 26 1

27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 The Goals and Strategies of Masterful Consultants Consulting mastery starts from the primary goal of wanting to impact the fundamental patterns that shape organizations and help make them better. Every organization is driven by a set of patterns. The way we hold meetings has a pattern. The way we communicate has a pattern. Our leadership style has a pattern. These patterns form, mold, and harden until they become the very culture of organizations. The principal goal of a masterful HR consultant is to help an organization grow, shift, change, or transform by impacting the fundamental human resources related patterns characteristic of that organization. To accomplish this goal, all of the masterful consultants I interviewed employ a primary strategy best characterized as an empowering partnership one designed to shift the client system to a new level of health and performance. An empowering partnership is one where both consultant and client are touched by each other. Together, they create an authentic, vulnerable relationship, where the client, the process, and the relationship itself are all explored, deepened, and enhanced. They see their work together as co-creative, every bit as imaginative as it is well designed. They form a learning relationship where the organization is profoundly moved as a result. Following this primary strategy, masterful HR consultants use three secondary strategies. 46 47 48 1. They develop a client-centered partnership. 2. They share knowledge openly and freely. 2

49 50 3. They see their quality of being as a catalyst for transformation and learning. 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 A client-centered partnership. The empowering relationship the masterful consultant forms with his client system may be obvious to many, but it is also difficult to attain. While many HR consultants espouse the importance of the client owning the process, and of creating a true partnership with the client, their behavior, too often, tells another story. A masterful HR consultant s powerful belief in the importance of keeping the client in the driver seat keeps his or her behavior congruent with these beliefs. It s a conscious process, one that calls for rigorous self-observation. Masterful HR consultants seek a lot of feedback, and to minimize their own unconscious patterns that might result in taking power away from their client systems. In other words, they walk their empowering talk. Masterful HR consultant will more often ask questions than give answers. They act as a facilitator, committed to having the client think the process through for themselves. They might offer a model, but at the same time readily accept one of theirs for implementation if it achieves the outcomes of ownership and committed action. Owning the outcome is one of three features of the client relationship that a masterful HR consultant forms. In addition, the masterful HR consultant treats the whole system as the client, and wisely negotiates the dilemmas posed when the person paying the consultant acts inconsistently with the needs of the whole system. 71 3

72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87 88 89 90 91 Sharing knowledge. Brilliant thinking does not make a great consultant. Brilliant thinking may impress, and indeed may be essential to mastery, but it doesn t empower. Instead, all of the masterful consultants I interviewed displayed an impressive amount of emotional intelligence. Their ability to understand their clients from a human standpoint, to see client problems more clearly, to help them make sense of their own organization, and work with them to the point where true change occurs is what separates them from the pack. Most consultants have the requisite knowledge and analytic capability. Few have the emotional intelligence to produce lasting change in their client systems. In this day and age, both good and masterful consultants are usually adequately equipped with expert knowledge in their field, and are able to communicate their knowledge effectively. In the knowledge arena, what distinguishes masterful HR consultants is the way in which they hold and use knowledge. They hold their knowledge with certainty and confidence, not arrogance. When they communicate, they describe the complex set of unfolding dynamics in a way that creates clarity out of confusion. Character matters. The quality of character of masterful HR consultants is evident in how they talk, how they relate to others, and how they act. Behind these behaviors must be integrity, confidence, and humility. Behind this, deeper still, must be strong self-esteem, often borne of years of self-reflection and intense inner work. In my experience, masterful consultants strive to live by 4 key principles. 92 93 94 4

95 96 97 98 99 100 The Masterful Consultant s Principles of Conduct 1. Always tell the truth, at the deepest levels 2. Commit to learning for self and for the client 3. Bring my whole self in full partnership 4. Play a big game 101 102 103 Figure 1: Principles of Conduct of the Masterful Consultant 104 105 Always tell the truth means being honest with one s self and with others at all 106 times. 107 108 109 110 111 112 113 114 115 116 117 Commit to learning has to do with spending far more time and energy exploring issues than in offering answers. Bring my whole self has to do with being vulnerable and with being whole mind, body, and spirit. Play a big game means working with others to make a larger difference. Great HR consultants don t get embroiled in either/or thinking. They focus on ways of working that expand possibilities, produce win-win outcomes, and open up vistas clients were not even aware of. Interviews with savvy clients and masterful consultants alike, combined with my own experience tell me that human resource consultants who follow these goals and strategies consistently produce more effective outcomes in the client organizations. They 5

118 119 120 121 122 123 124 do so not because they have come in to save the day, but because they appreciate that in the end, it is the client who must participate in and own the process and the outcome of any change effort for it to ultimately be successful. The art of masterful consulting is to engage with clients in a way that adds value through ones knowledge and facilitative capability, while never telling the client what to do or how to do it. Consultants seduced by their own or the client s desire for answers feel heroic in the moment, yet rarely produce lasting change. 6