Consulting on the Edge

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by Andrea Howe on Tuesday, December 1, 2009

At first blush, intimacy is a strange word to use in a business context. “What, I’m supposed to intimate with my clients?” In the sense that being intimate means being familiar, informal, and emotionally connected…yes, indeed.

Intimacy is one of the four components of theTrust Equation and it usually gets the short-shrift. For most, it’s more natural to build trust by increasing credibility and reliability. And yet, without intimacy, business transactions are just that–transactions–and the “safe haven” experience that is the hallmark of Trusted Advisor relationships is a pipe dream.

Here is a Top 10 list of intimacy-builders to help answer the question, “How do I build intimacy with my clients?”

Caveat: While the three  groupings (Be Positive, Be Personal, Be Bold) are relatively universal, the specifics underneath are written from a U.S. orientation (mine) and should be adapted as appropriate to fit different cultural norms.

Be Positive

1. Tell your client something you appreciate about him. Don’t just think it; say it. “Amal, before we dig into our agenda today, I just wanted to say I really appreciate how you handled the meeting yesterday. You were clear and direct while also listening to the concerns that were raised. I think it made a difference for the staff.”

2. Celebrate successes together. Give the tendency to be a Task Master a little reprieve. Suggest meetings, coffees, lunches–whatever–that are specifically focused on reflecting on/toasting a job well done.

Be Personal

3. Use your client’s name when you communicate with him/her. They say your own name is the sweetest music to your ears. Address your client personally in your emails, voicemails, and conversations.

4. Use colloquial language. Check the consulting jargon and multi-syllablic words at the door. Practice human talk. Simple. Straightforward. To the point.

5. Be empathic in all your interactions. Empathy creates emotional correctedness. Stop to demonstrate that you’re really tuned in to what your client is saying (both the words and the “music”) before you ask your next question or make your next recommendation. “It’s clear this is a stressful situation, Frank” or “I can appreciate the difficulty in that” or “That sounds like a victory worth celebrating!” (see #2)

6. Be willing to express your own emotions. They’re legit too. “Gee, Johannes, I must confess to feeling pretty frustrated by what you just said” or “You have no idea how happy I am to hear that.”

7.  Share something personal. The next time you’re doing the Monday morning how-was-your-weekend-fine-thanks-yours bit, don’t let it stop at a superficial exchange. “My weekend was great, Surita, thanks for asking. My parents were in town and Sam and I really enjoyed the built-in babysitting. We got a much-needed break.”

Be Bold

8. Acknowledge uncomfortable situations. Caveats are conversational jewels: “Wow, this is awkward…” or “I wish I had better news…” or “The timing with this is embarrassing…”

9. Say what needs to be said. Practice doing it in 10 words or less. “We’re not going to make the deadline” or “We just don’t have the executive sponsorship we need” or “Jim is leaving the team.” The direct approach works especially well in combination with caveats (see #8).

10. Take responsibility for mistakes. Yeah, it’s risky. It’s also human (we all make ‘em) and refreshingly real. “Janet, part of the problem here is that I dropped the ball.”

Of course, none of these “techniques” creates intimacy if they’re forced or disingenuous or robotic. It’s okay (and perfectly natural) to be a little awkward and unpolished–in fact, that just creates more intimacy.

We just completed our second delivery of BossaNova’s Advanced Facilitation Skills for Consultants program. We saw once again that a consultant’s biggest fear when it comes to facilitating client events is, hands-down, dealing with difficult group dynamics – you know, managing the client who’s overly talkative, highly argumentative, prone to ramble, stubbornly skeptical, and the like.

To some extent, the answer to dealing with these difficulties lies in practice (which is why our training program includes a simulation where each participant gets to successfully deal with his or her worst meeting nightmare). To a large extent, though, group dynamics issues can be mitigated and even avoided long before the client event begins.

Here are some examples of what you can do at various stages of the Planning and Design phases of an event to turn your worst nightmare into a dream come true:

- Partner with the client. Be thorough with all the discovery questions you ask. Don’t be afraid to take the time to ask the tough or potentially sensitive ones about the history of the group, such as, “What’s the history of the group? What has occurred that might impact its work together?” “Are there any underlying problems or external forces that might impact this event?” “Are there any special characteristics of the group or its members?” “How will decisions be made in this group?”

- Define event purpose and outcomes. Make the effort to get agreement on these in advance with as many event participants as possible.

- Identify the event team. Involve more than your client sponsor; make one or more members of the client organization an integral part of your planning team. Concerned that a particularly belligerent or resistant event participant will derail the entire effort? Then make friends with the enemy – make him or her part of the team early on.

- Gather data. Engage all event participants in some way in advance of the event. Bare minimum: send multiple communications about the event before-hand. If constraints make it impossible to interview everyone (for example, the group is too large or the budget won’t allow for it), develop a quick and dirty email survey to solicit input from as many participants as possible. Inviting their voices to be heard before the event will have a dramatic impact on how they participate during the event. Don’t shrink away from the ones you most fear. The “pay me now or pay me later” principle applies here, for sure.

- Develop event design. Be strategic about the activities you choose and the way you group people throughout the event. For example, use “max-mix” breakout groups to diffuse tension and promote a diversity of perspectives and views.

Extraordinary facilitated events – and happily engaged participants — are as much about great planning and design as they are about skilled execution.

HandshakeCharlie Green of Trusted Advisor fame has a new online self-assessment to gauge your level of trustworthiness. We think it’s a great little tool, with 20 simple questions and an elegant and short report at the end, based on your entries. Take it today at www.trustedadvisor.com/trustquotient.

We got a nice acknowledgment this week in Charlie Green’s Trust Matters blog. His post is about the single best way to become trusted. Check it out!

Ever wonder why you get along so well with one client but just can’t seem to make headway with another? It could be that you have different Social Styles. This week’s blog offers tips for how to relate – and get results – with clients who have different Social Styles from your own.

In our last post, we acknowledged that, while it’s important not to stereotype or “box” others in, models that define typical style preferences can be helpful. We think the Social Style Model (www.tracomcorp.com) is easy to understand and immediately apply.

The combination of Assertiveness (the degree to which you ask or tell during interactions) and Responsiveness (the degree to which you tend to control or emote) reveal your Social Style as Analytical, Driving, Amiable, or Expressive. Click here for a description of each social style.

Taking that one step further, here are tendencies and tips for each Social Style category during times of stress:

trust diagram

For a detailed list of recommended approaches for each quadrant, check out Tracom Corp’s web site (www.tracomcorp.com). The key is to figure out your primary style first, and then your clients’. You can close the gaps from there.

Ever wonder why you get along so well with one client but just can’t seem to make headway with another? It could be that you have different Social Styles. This week’s blog offers a simple and useful framework for understanding and remedying disconnects between you and your clients (or between you and anyone, for that matter).

Human beings have natural behavioral patterns. While it’s important not to stereotype or “box” others in, models that define typical style preferences can be help us understand how to relate to our clients – especially when they are different from us. We like the Social Style Model (www.tracomcorp.com) because it’s easy to understand and immediately apply.

The Social Style Model uses two dimensions of human behavior:

trust diagram

1. Assertiveness is the degree to which you ask or tell during interactions
2. Responsiveness is the degree to which you tend to control or emote.

In combination, these two dimensions reveal your Social Style:

The challenge arises when you and your client have different Social Styles but don’t realize it. For example, an Amiable consultant (like me) may misinterpret a Driving client’s focus on actions and results as a lack of caring for his staff, and may frustrate her by spending too much time on relationships. Similarly, a Driving consultant may mistake an Amiable client for someone who is not bottom-line oriented.

So how do you minimize the gap in styles and maximize your ability to get the job done? Check out our next blog post to find out.

We were recently asked to create a Consulting 101 for a group of IT executives at a very big company. In today’s blog, we share the eleven “Rules to Consult By”, a distilled list that represents what the best of the best in consulting practice on a regular basis. Here we’ve turned it into a short self-assessment. See how you do! Be honest.

trust diagram

If you’re an “Often” on 8 out of 11, congratulations! If you’re a “Sometimes” on five or more, create specific reminders or actions to take in the next week to get back in the best practices groove. If you’re a “Never” or “Rarely” on one or more items, let us know and we”ll offer up some tips to help: info@bossanovaconsulting.com.

Today’s blog brings humor to your desktop (or PDA), along with some perspective on what consultants can learn from comedians.

According to Wikipedia.com, comedians use self-deprecating humor “to avoid seeming arrogant or pompous and to help the audience identify with them.” Sounds like a good strategy for anyone looking to build trust and rapport with another human being. Sounds like an especially good strategy for anyone in the consulting profession. Ask any client who has worked with consultants over the years – they’ll have at least a few horror stories to tell about the Big Important Expert they hired. That creates messes we are all left to clean up.

Self-deprecation is an art that should be routinely practiced by anyone who claims the title “consultant.”

Here’s some material for your toolkit (original author unknown):

Top Ten Things You’ll Never Hear from a Consultant

1. You’re right; we’re billing way too much for this.

2. Bet you I can go a week without saying “synergy” or “value-added”.

3. How about paying us based on the success of the project?

4. This whole strategy is based on a Harvard business case I read.

5. Actually, the only difference is that we charge more than they do.

6. I don’t know enough to speak intelligently about that.

7. Implementation? I only care about writing long reports.

8. I can’t take the credit. It was Ed in your marketing department.

9. The problem is, you have too much work for too few people.

10. Everything looks okay to me.

Share this with your clients. They’ll enjoy laughing at your expense. And they’ll appreciate your ability to laugh at yourself!

This is our last post (for now) on the subject of lying in professional services (click here to read our first blog posting on the topic). Today’s blog offers a socially acceptable way to put hard truths on the table. It’s called “Name It and Claim It” and it starts with a caveat and ends with telling it like it is.

Caveats are forewarnings that compensate for what we are about to say. An example might be, “I wish I had better news …” Acknowledging the sometimes harsh truths that follow, we rob them of their power.

Another style of caveat is to speak with humor: “You’re gonna love me for this …” By using humor, we lighten a tense situation.

After the caveat, the next part is simple: Tell it like it is. Say, for instance, “This job is going to take longer and cost more.” Do it in ten words or less.

“Name It and Claim It” functions as a meta-tool: by speaking the thing we fear most, we disarm its power. It is a form of emotional risk management. By incurring a small amount of discomfort, we reliably defuse much larger amounts of discomfort later.

By telling the truth, we solve problems and simultaneously build trust. The result: our client opens up to us. He takes our advice, seeks us out, and listens carefully to what we say. Isn’t that what we’re really being paid for?

*”Name It and Claim It” can be found in The Trusted Advisor by David Maister, Charles Green, and Rob Galford. We think it’s a must-read for anyone in professional services.

Continuing our conversation on the pervasiveness of lying in professional services (click here to read our first blog posting on the topic), today’s blog explores why business advisors, when weighing the two options of telling the truth and telling a lie, often choose to lie. Yes, that’s correct, we lie even in cases where an objective analysis would suggest that truth-telling would benefit us more.

If you think this article doesn’t apply to you, think again. Business advisors who don’t ever create a false or misleading impression – in other words, lie — are like unicorns: not inconceivable, but pretty unlikely.

Here’s how we get trapped in our own misguided logic.

On the Truth side:

- We underestimate the value of truth-telling. When we are forthright and willing to face facts, clients often perceive us as virtuous.

- We overestimate the cost of disapproval for telling the truth. Clients who face an uncomfortable reality usually see it as something to be dealt with and to move beyond.

On the Lie side:

- We underestimate the cost of disapproval if the truth is revealed. We rationalize that we aren’t really lying (we are being optimistic, maintaining a “can do” attitude). Except we are lying by avoiding or omitting the truth, and getting caught affects our reputation for the long term.

- We overestimate the probability of getting away with lying. We convince ourselves that somehow we’ll be saved from ever having to face the truth. How many times did you think you were fooling your parents as a child only to find out they knew what you were up to all along?

In short, lying seems to make sense in a psychological way and therefore masquerades as the rational choice. But even when analyzed from a purely self-serving perspective, truth-telling is under-rated.

Next up: how to come clean in a way that builds trust instead of breaking it.

I am continually struck by how often I confront my own tendency to lie with clients. Yes, I said lie. Think you’re squeaky clean? Hmmmm … I’m not so sure. Try out our five-point checklist to gauge the depth of your own trustworthiness.

In the article that Charles H. Green and I co-authored in early 2007, we asserted that business advisors (or for that matter, people) who don’t lie are like unicorns: not inconceivable, but pretty unlikely. I am no exception. I bet the same is true for you.

Charlie and I used the term “lying” to be deliberately provocative. We borrowed a Merriam-Webster definition (”to create a false or misleading impression”) and, within that definition, defined five common ways that business advisors lie to clients. Here they are, listed from the most rare to most common:

- Saying an untruth

- Speaking truth by technicality

- Telling “harmless” fibs

- Lying by omission

- A peculiar form of lying known as exceeding expectations

I have a tendency to lie by omission – not wanting to raise difficult issues in the hope that they will just magically disappear.

And you? An honest self-assessment is part of any extraordinary consultant’s regular practice. As the old saying goes, the truth shall set you free.

Comedy Image“Think improv comedy is just for laughs? Think again. It’s fertile training ground for dealing with the unexpected – you know, like in a sales conversation, when a client asks a zinger that you never saw coming. I discovered the magic of improv comedy a few years ago when I decided it was time to learn how to get past the “frozen-ness” I felt when something like that happened to me.

I got lots and lots of practice on that improv comedy stage! And my eyes also opened wide to so many parallels between what it takes to be an extraordinary improv comedian and what it takes to be an extraordinary consultant.

Improv comedy is comedy that’s made up completely on the spot, based on audience suggestions. Like the hi-jinx on the TV show, Whose Line is it, Anyway. Extraordinary improv comedians are masterful at:

- Teamwork and collaboration. An improv comedy stage is a completely level playing field. There are no hierarchies, no titles. It’s all about working together towards a common goal.

- Decision-making. Being completely in the moment makes it possible to act on information provided on the spot.

- Innovation. Turning off the inner editor allows creative thoughts to flow without inhibition. There is no such thing as “analysis paralysis” among successful improv comedians.

- Adaptability. Being flexible; bringing humor and ease to a constantly changing environment; dealing with the unexpected.

- Listening and focus. Improv comedy takes active listening to a whole new level. Accepting and adding to an “offer” is essential.

- Being of service. Improv comedy requires that you check your ego at the door and truly be of service to others; it’s all about making them look good.

- Trust. Improv comedians create a profound connection with each other – the foundation that makes an extraordinary performance possible. They know and believe their fellow improv-ers “have their back” and therefore take action from a place of confidence and faith.

See any links to the world of professional services? I’d say there are a few.

Has anyone out there used improv comedy to sharpen your consulting skills?

P.S. if you’re looking for a 4.5-minute break in your workday, watch our clients perform improv comedy with us: http://www.bossanovaconsulting.com/services/improv.php#Video

This appeared in BossaNova’s 2006 summer newsletter, and it bears repeating.

“Early and ugly” is what a prized client said he wanted from his consulting firm. “Our very senior client was telling us he didn’t want to wait weeks or months for a polished deliverable; he wanted to be part of the action every step of the way,” reports Wayne Simmons, managing partner of ICOR Partners , a strategic management consulting firm servicing the public sector. “We were happy to hear it because that’s exactly how we like to work,” he added.

What a great reminder that not only is it OK to be “messy” with our clients, it’s often what they prefer. The Recovering Perfectionist in me needs this reminder repeatedly.

How messy do you dare to be?

I saw Vince Gill in concert recently. First time. I was pretty sure I’d enjoy the music, but I had no idea I’d walk away having learned something from this country music celebrity about being a Trusted Advisor.

The concert was magical. Sure, the music was good (if you like country and I will confess I do). Vince is talented, as is his entourage. But he created something with his band and his audience that turned a good concert into an extraordinary experience of community and connectedness. How? By how he was being: humble, self-deprecating, intimate, vulnerable, and totally transparent.

There were several bands listed on the playbill that night, presumably warm-ups for the Big Guy. At curtain time, a lone man appeared on stage, dressed in blue jeans and a T-shirt, and simply started playing guitar and singing. I kept looking at the program, trying to figure out who he was. I also wondered why this guy was playing a song I recognized as Vince’s when the star himself would be on stage in an hour or so. Turned out it was Vince. All by his lonesome. He appeared with no fanfare, no glitz – just showed up and started doing what he does best.

At one point he traded his guitar (for which he is known) for a fiddle. I don’t remember the song as much as I remember what he said as soon as it ended: “Boy, am I glad that’s over!” Everyone laughed, and he shared with us how he is a novice with the fiddle and always nervous about playing it on stage – especially in the company of one of his band-members who is very accomplished with the instrument. Plus he told us that he hates how, due to some recent weight gain, it gives him a triple-chin.
Later, he introduced a song he wrote after his father’s death with a story about his father. He knows how to weave a good story, so that made a difference. But what really drew us in was the authentic and loving way he shared about the trials and tribulations of their relationship. We could all relate. There wasn’t a dry eye in the house at the end of the song.

I will remember this concert for years to come. Why? Because this country music expert created something magical for me and several thousand of my closest friends because of how he was being. And you know what? You and I and every other expert in the corporate world can have the same kind of impact.

Forget about your decades of experience and advanced degrees – just for a moment. Put aside your To Do list. What possibilities are you going to create for your clients today out of how you are being?

I’ve had several awkward moments greeting several different clients in the past few months, where the unspoken question for both of us has been, “To hug or not to hug?” The question seems to arise with clients who fall in two categories:

1 – Business friends – these are clients with whom I don’t necessarily socialize outside of work, but with whom I have established a relationship that’s far more than strictly business — a relationship marked by candor, warmth, genuine caring, and the easy exchange of personal as well as business information.

2 – Personal friends who have become clients – these are clients with whom I had a personal relationship long before we did any work together.

The dilemma arises when a handshake seems completely inauthentic because it’s too formal and distant, and yet a hug seems out of place in a business setting. So what usually results is a really awkward, jerky-movement thing, like two chickens in a barnyard – one of us sticks out our hand while the other moves in for a light embrace, then we both pull back and switch, trying to match the others’ first move.

The Trusted Advisor teaches us to seek intimacy — not fear it – through emotional connectedness with clients; to dare to show clients that we care about them and that we see them more as human beings than walking, talking revenue streams. And yet the question, “To hug or not to hug?” raises all kinds of ancillary questions. Such as:

-What if my client doesn’t like to hug anyone, let alone his or her consultant?

-Should the rules be different depending on whether my client is a man or a woman? The same gender or the opposite gender?

-What if someone else who is “outside” the relationship is there to witness (or be left out of) the hug?

-What is the equivalent dilemma in a country with different cultural norms, where hugging might be completely off the table but kissing might not?

-How much is too much? Where do we draw the line?

Your thoughts?

I have always been simultaneously amused and utterly appalled by consultant-speak, particularly when I hear it coming out of my own mouth. You know the buzz words. They’re everywhere, buried inside complex sentences like snakes nestled in the underbrush:

- “The key to success for your organization is to discern how to leverage your assets for maximum return.” (Nowhere in Merriam-Webster is “leverage” a verb).
- “We’re experts at operationalizing your business strategy.” (“Operationalize” is simply not in the dictionary).
- “Let’s utilize existing frameworks wherever we can.” (OK, this one’s in the dictionary, but it’s an awfully big word for “use,” dontcha think?)

Even more horrifying, we consultants don’t just write like this, we actually talk like this! It’s humorous at best, trust-damaging at worst. Imagine being a client and having to decipher all this lingo. Imagine being a client, sitting through the 100th presentation given by the third consulting firm to be hired in the last three years, and thinking quietly to yourself, “I thought these guys were going to be different.”

One way we can stand apart – while simultaneously creating real human-to-human connection – is to simplify our language. You know, say it in English.

For an insightful and humorous take on this subject, check out Why Business People Speak Like Idiots: A Bullfighter’s Guide written by Brian Fugere, Chelsea Hardaway, and Jon Warshawsky – notably, three consultants. Here’s an excerpt from the book:

“Jargon, wordiness, and evasiveness are the active ingredients of modern business-speak, and they make up the Obscurity Trap. This trap is particularly pervasive, and its perpetrators are evil people who want to destroy civilization as we know it. (Well, okay, not really, but it felt good to get that out.) We call this a trap because the people who spew jargon and all of that evasiveness really aren’t evil at all.

They’re us.”

Ouch.

Thanks to a strong recommendation for the book from BossaNova’s marketing consulting firm, TurningPointe Marketing , I’ve just ordered a copy.

This week’s challenge: Listen to yourself. What do you hear? What are you really trying to say?