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Helping Clients Make Powerful Decisions

Power consulting helps clients make decisions to improve their situation. Yet many difficulties and barriers arise during developing, delivering and disengaging from a client engagement.

Have you ever experienced any of these?

bulletClient doesn’t buy your solution.
bulletClient doesn’t follow recommendations.
bulletClient doesn’t re-hire you or complete the engagement.
bulletYou personally feel dissatisfied that you’re not doing your best work.
bulletYou’re uncomfortable discussing issues or difficulties with the client.

All too often we blame the client without accepting some responsibility for the situation or even understanding why it exists.

Understanding how top leaders make high quality and fast decisions can help consultants better work with clients.

By exercising more flexible thinking, consultants can improve client-consultant relationship as well as the quality of decisions.

Research at Harvard’s Graduate School of Business, studied decision making by top Fortune 500 CEO’s who were identified as being the most highly skilled thinkers and decision-makers in their respective fields. The CEOs exhibited behaviors associated with three types of higher-level thinking:

Reason                  Insight                  Self Knowledge

What the study revealed is that top leaders use all three modes of thinking at a very high level and rely on each form of thinking fairly equally. In other words, top leaders balance the way each looks at challenges. Remarkable differences emerged between the manners top leaders behave to make decisions when compared with a cross section of 5000 adults from all walks of life.

How Top Leaders Make Decisions

Top leaders exercise reason to identify the pros and cons of a course of action. On complex issues they often relied on a team approach and had a small number of colleagues with whom each worked closely. Moreover, rather than churn issues around in their heads—they write down and assign importance of pros and cons to move forward. While they don’t let the decision process lag, leaders don’t rely solely on logic.

Top leaders assess the impact on others.

By using insight, they looked at a course of action not only from a logical viewpoint, but also engaged feelings, impressions and intuition. They again sought other opinions to verify their hunches—top leaders talk through insights, use sounding boards, and have a small group of trusted advisors.

This may sound like common sense; leaders know where they want to go and who they are. They use personal space for thought and reflection. Self-knowledge and the ability to communicate this knowledge are other strong suits. They maintain a strong sense of personal space, but also openly discuss feelings and opinions. Leaders are clear thinkers who communicate what they are thinking, feeling and what outcomes are needed for success.

How is thinking reflected in behavior and in organizations? 

Power thinking is balanced and used at a high level. Individuals who think at a high level in all three domains are purposeful, creative and focused.

How do thinking behaviors differ?

Behaviors high in self-knowledge have a strong sense of purpose and direction. They are self-confident and respond to failure and success in positive manners. One often hears descriptions such as: visionary, confident, brings out best in others.

Individuals high in self-knowledge tend to accept responsibility, keep promises; they achieve goals each personally develops, tackle new challenges and complete tasks that are not among natural strengths.

In regards to others, individuals who operate at a high self-knowledge level, encourage others to make decisions. High self-knowledge individuals direct normal emotions in proactive and productive manners. They are less bothered by personal criticism and can both follow and lead.

Organizations lead by individuals strong in self-knowledge are purposeful and mission oriented. When purpose is aligned with employees’ self-interests, organizations report high morale, commitment to goals and high levels of working satisfaction. A "brand" exists. Southwest Airlines would be a popular example.

A creative environment results from insight.

Individuals strong in insight make decisions with less "hard" data than others. These individuals understand the impact of decisions to others. They follow up on hunches and respond quickly and creatively to new situations.

Typical behaviors associated with insight are positive, future oriented, and open to new perspectives and ideas. Individuals high in insight don’t obsess over difficulties or negative emotions, and rarely worry. These individuals allow for others’ opinions and ideas. They don’t overly react to personal criticism.

Individuals strong in insight may move too quickly for others to follow. If other thinking skills are under-used, individuals strong in insight may seem impulsive and ill logical. These individuals may have difficulty learning from mistakes and often repeat unproductive behaviors.

Expect those who over use insight to change course frequently and adopt new ideas and programs superficially.

Organizations lead by individuals strong in insight may have "flavor of the month" programs. By using quick fixes, these organizations never quite achieve potentials. Organizations suffer if insight is not balanced with purpose, focus and planned allocation of resources.

Reason counter-balances insight.

Whereas insight is intuitive, reason is logical and concrete. Individuals strong in reason are careful, dependable and make extremely logical statements. They learn from mistakes. When reason is the only strong thinking domain, individuals over-rely on "hard" data and are slow to make decisions. Change may be resisted. Others may consider them narrow-focused and "bean counting."

Individuals, who use reason, may regard other forms of thinking as inferior and not objective. Because they are good planners, individuals strong in reason respond well to concrete goals.

Gray areas and ambiguity may bother them.

Leaders and organizations that overuse reason have difficulty responding quickly to change and may be uncreative in finding new solutions or "thinking outside the box." Overuse of reason can result in analysis paralysis and inability to take risks.

High use of thinking and balance of the three thinking domains are the key elements of power thinking.

When consultants exercise balanced and objective thinking is when their expertise is truly useful to clients. If a consultant and client gain the trust to be candid and honest, a partnership forms to make the client’s situation better—not just sell an engagement—the engagement sells itself. The key is your prospect has to believe your ideas will improve his situation and are valuable.

Outcomes of Thinking on a High Level

Thinking Mode

Behavior that Results from Thinking Mode
Outcome of Behavior
 

 

Reason

 

Conscious & Rational

Logical: identifies pluses and minuses

Relies on data & information

Logical solutions

Concrete Plans

Deliberate: Can lead to analysis paralysis

Insight

 Sub-conscious & intuitive

Not obvious, nor accepted

Uses impressions and feelings

Innovation

Assigns meaning to information

Fast. Can be impulsive or hard for others to follow.

Self-Knowledge

 Attitudes, beliefs and cognitive understanding of self/organization.

Visions of where want to be.

Uses reflection and observation.

Confident action & interaction.

Open self-acceptance.

Purposeful and directed. Must align to be shared.

Using power thinking to help clients make powerful decisions.

Power consulting results when a client believes you bring value to change his situation. Clients talk when value is perceived. However, if the consultant is unable to engage the client to view his situation in a new manner, no differentiation occurs. Clients buy insight. The ongoing challenge for the consultant is to support and/or challenge the client to think differently.

Frankly, the methodology of most consultants is not unique—especially to the client. It’s how we work with the client and sustain him to improve. Clients look for consultants who collaborate with them to view things differently. What happens when a client does not believe the consultant will change the client’s situation? The client doesn’t buy.

"It may seem obvious, but thinking is the single most important and fundamental competence that consultant must be extremely good at. The consultant’s mind should be capable of nurturing thoughts and ideas on several different planes simultaneously to enable flexible and contingent thinking. Lateral thinking and the ability to look into the future, ‘to view the end from the beginning’ are also important."  
excerpt from The New Body of Knowledge 
adopted by the International Council of Management Consulting Institutes.

Client doesn’t buy your solution.

Consulting services are bought, not sold. If a client doesn’t perceive he needs what you offer, no amount of "salesmanship" will move him. Helping a client arrive at a high quality of decision is a time commitment so make sure you’re dealing with someone who can buy by signing or authorizing the check to you.

Conventional thinking views sales as a straight-line process. Today too many factors and people influence a sale. Have you ever lost a sale because the situation changed? Much more getting, giving and probing is necessary to develop agreement to sell the engagement. An essential skill for client success is the ability to engage the prospective client to be open and unguarded. Clients have definite ideas of what is needed—they quickly identify the symptoms of a situation or self-diagnose. What clients generally lack are the insights and/or resources to resolve their situation. That’s why clients need consultants: fresh perspective, objectivity and ability. Our challenge is to genuinely improve the client’s situation: to help the client apply power thinking.

Applying Power Thinking to Consulting Sales.

Start with the end in mind. Discover what your client really wants to achieve. When I did recruiting I called this discovery: "the windmills of the mind" a phrase taken from a popular song. It’s really the knowledge of discovering what exists in the client’s mind; his vision of what the improvement would look like, how he would feel.

In taking this step, the consultant helps the client to develop "Client Self-Knowledge."

Elicit objectives and outcomes at the outset.

Help your client elucidate what he wants to achieve and how he’d know it was achieved. By really probing what the client needs, you can help your client unearth what’s important and what he doesn’t want to see happen. You’ll obtain important insights into what the client values, how he sees the process moving forward and if and where you could provide insight. Helping the client identify how valuable this potential project is to him or her will help you to move the project forward and manage the engagement. Often what is valuable comes out in the most off-handed manner.

I had lunch with a prospective client who is one of the founders of a group bringing collaborative family law to Houston. 

Her "windmill" was what would feel different: her practice would be more satisfying and less contentious; she’d do something truly important: children would no longer have to be subjected to the ravages of divorce. 

When she said that, she added, "I should have taken you to a more expensive place for lunch." The song goes "Like a journey in time, in the windmills of your mind."

This client had experienced something truly valuable—what was important to her.

What keeps the client talking is seeing value to your helping him think and view the situation differently. Use your models and tools to help the client view his situation differently.

Help the Client Gain New Insights.

After you’ve engaged the client with probing questions that show you know what you’re talking about, you’ve gained a level of professional trust. Professional trust will keep a client talking with you because they see value, but it won’t close a sale unless the client develops belief that you will change his situation for the better. Developing belief is not what we say, but what we do. How skillfully can you keep the client thinking through his situation? Do you apply models, provide means to choose alternatives and really utilize what the client already knows—clients buy insight because he gains belief you will change the situation. The client sees his situation differently.

A colleague asked us to visit with his client, where superficially another consultant had used best practices. 

Probing the client to understand how his group was attempting to use values in decision making quickly revealed why management had not embraced the consultant: the means of using values was impractical.

The primary cause of failure was lack of commitment by management to support the change. 

Using models we walked through with the CEO why management had not become committed. The next question was could management work with us. Because we truly understood the impracticality of the manner values were being used to make decisions we quickly differentiated ourselves from the other consultant. 

Our behaviors to ask, listen and supply new insights, resulted in belief we would change and improve the situation. 

The managers found us different, also.

Failing to Use Insight: Accepting the Client’s Diagnosis.

Clients buy insight yet we often fail to really dig into the root causes of a symptom. The client thinks he needs sales training so we give it to him. Consulting is helping make the client’s situation better, not just taking his money. If you can’t provide insight beyond what the client already knows, you’re selling a product, not consulting. Be straight with the difference. Let the client know how far a method will take him to achieve the established objectives.

Using reason in selling—the good news and bad news.

The good news: the need for consulting is higher than ever. The bad news is that client’s disenchantment with consultants is higher than ever. Clients feel finding a consultant who is truly objective and really wants to improve their situation is the exception.

Distinguish yourself! Use reason and the client’s priorities and values to decide the pros, cons, and weight of the situation with the client (not for them). Write it down.

You’ll quickly discover the client’s commitment to the project and whether you’ve achieved a level of agreement. This will also help you to develop truly custom solutions and agreements that really meet the client’s needs. You’ll also unearth whether you need to move on or fine-tune your approach to bring value to the client.

Client Dissatisfaction. Why some clients don’t "get your message." Often, as consultants, we think that sales end when delivery begins.

Being a manager or business owner does not always mean power thinking ability. Just because someone hired you does not mean he understands or listens to what you say.

Your clients have varying thinking and listening capabilities. The key to making powerful decisions is a balance at a high level of reason, insight and self-knowledge.

However, if you don’t communicate with alternative forms of thinking, you and your clients will stay stuck. For example, your client may overuse reason and become stuck in analysis paralysis. This is much more likely if you are overusing reason yourself.

Client doesn’t buy your recommendations. Overemphasizing Solutions.

Don’t kill your clients with logic. As a whole, consultants are notoriously narrow thinkers—the expert in a subject who can’t see the impact on the client.

An assessment’s recommendations were stuck. 

When I asked the consultant who delivered the recommendations why the client didn’t buy phase 2 if they had such a good meeting, his answer was he didn’t understand it -- the client agreed with everything he said.

Probing the situation further, the consultant had logically (overusing reason) laid out what needed to be done without engaging the client’s reactions, concerns or providing options that kept the client in the driver’s seat. 

The next meeting the consultant quit over-emphasizing solutions and started giving the client control to make decisions during the discussion—the result, bought recommendations.

How? Using and providing insight.

The symptoms of the client’s situation were flat sales, low margins and eroding markets.

What was driving the symptoms were a poorly designed incentive program that caused sales people to focus on the wrong behaviors coupled with a "service policy" that confused customer appeasement with customer service. Poor order fulfillment cost the organization enormous re-work.

Moreover, no alignment existed between each salesperson’s desires and the company’s needs.

Using a simple system process graphic we laid out the symptoms everyone agreed with in a circular loop with low sales, low morale, eroding markets and low margins.

We then used another loop of the causes starting with the incentive system that caused salespeople to focus on the wrong behaviors. We didn’t even need to complete the diagram. 

The owner saw what was unobvious and not accepted because he was involved in looking from a new perspective. He gained new insight.

Overusing insight.

Some clients are always looking for the quick fix or the new idea that will "save the company." However, the resources, plans and discipline to implement the initiative never "get grounded." Legitimate concerns are ignored or assigned to resistance to change. The initiative overrides the purpose. We’ve found some organizations can’t remember the purpose for the initiative.

If your client keeps making the same mistakes, this may be from under-using reason and relying on hunches without fully understanding the situation or acting before thinking. This is a difficult problem. This type of manager frequently has a low attention span and/or patience. If someone lacks in reason, using it initially will not result in an educated client.

Moreover, a climate of departmental or organizational expedience frequently develops from this type of behavior—employees are rewarded for doing something versus doing it right.

If you do not understand this individual’s values, you won’t be able to get his attention. Showing that you care what happens with a short, direct, and confident message that is charged with emotion usually works followed up by the message in writing.

One client was repeating the same mistakes. 

I told her that if she were unable or unwilling to change, she would lose the business. (Direct, something she valued.) I delivered the message with concern, directness and showed my confidence by putting it in writing with recommendations of steps to change. 

The business grew from $1M to $4M in sales in less than 2 years because we got her attention with something she valued.

Don’t be afraid to take a stand!

Personal dissatisfaction with your work or the assignment’s progress may result from low consultant’s self-knowledge. He may also lack collaborative abilities to gain insight into the client’s needs. The consultant may fail to establish a peer relationship with his client.

If you are having trouble collaborating with your clients, poor self-knowledge and unrealistic skills assessment may be the reason. Can you stand your ground with a client without creating an adversarial situation? Can you tell a client tough news without making him feel foolish or inept? Emotions are what cause action or inaction. Do your clients move or stall out?

A client was refusing to accept that a self-designed information system was costing him time and money. 

It took a number of approaches to get his attention. I had to prove that order entry required 45 minutes per job. It took three hours of circuitous discussion, but I had proof. It was his option to continue to frustrate employees with "training" or re-design the system. 

A re-designed and streamlined order entry procedure reduced the process to 5 minutes.

It required the self-confidence to stand ground without assigning blame or making someone feel foolish. When you understand that your success in consulting depends on clients understanding and embracing your ideas, much of the battle is won. Gaining self-confidence helps you to stay cool to get results through others.

Self-confidence is also demonstrated in how you respond to failure.

I was asked to assist in technical talks for a multi-hundred million project. On the eve of the talks, last minute presentation changes were being made by the Global Head of the $3B division. I was expediting the production.

Because of the late hour and his schedule, I did not proof production’s work. Of course, everything was wrong.

I openly expressed my embarrassment at wasting his time by my expedience. Instead of displeasure, we had a conversation that resulted in improvements in the organization and new openness and respect in the relationship. Before the Senior Vice President left for overseas, he sought me out to say I would return to the organization. Within five months, two assignments are already completed.

Self-confidence emanates from self-knowledge and living by what you value. Don’t take an engagement if you and the client have a conflict of values. An example, two consultants walked away from a diversity assignment because the client did not want a consultant, she wanted legal CYA (cover your assets) to protect poor management practices from litigation.

Power Thinking

Key Competence for Consulting

The New Body of Knowledge for Consulting adopted by the International Council of Management Consulting Institutes in 1998 identifies three key areas where consultants must excel and uses the acronym ACT.

ACT: ability, communication and thinking.

Abilities are the multitudes of ways a consultant can act for a client such as: objective observer, coach, technical expert on certain subjects, or project manager.

Communication is oral, written, listening, body language—the overall impression a consultant presents.

Regarding thinking the New Body of Knowledge states, "It may seem obvious, but thinking is the single most important and fundamental competence that consultant must be extremely good at. The consultant’s mind should be capable of nurturing thoughts and ideas on several different planes simultaneously to enable flexible and contingent thinking. Lateral thinking and the ability to look into the future, ‘to view the end from the beginning’ are also important."

What are your thinking abilities and skills? New performance assessment technology exists to compare your higher level thinking skills with outstanding thinkers and decision makers. Moreover, these assessments help you to pinpoint what small behaviors may be impairing your consulting assignments with clients—how you behave and communicate with clients.

I have found the assessments extremely insightful and very practical to apply—these insights have made me money and helped work through some sensitive client situations successfully.

Improving Your Higher Level Thinking

Using assessment to improve. We have conducted several Power Thinking Workshops with handpicked participants with reputations for leadership within their fields -- both in the for profit and non-profit sectors and in all sizes and types of ventures. Numerous participants have commented on how very small, insignificant behaviors were impeding individual effectiveness. All were completely unaware of them.

For example one individual was overusing past experience to make decisions. As a result, she was squashing creativity and spontaneity of her people. 

Her response, "I’m losing a lot of potential."

Numerous female participants have gained new insights into how thinking may cause negative perceptions of females in predominately male groups, and how to overcome those perceptions more effectively and confidently.

One female discovered she was being entirely too spontaneous and not thinking of a manner to more logically express her thoughts—not using reason to anchor her insights.

Two others discovered they were not using insight as much as they could: both work in predominately male organizations that are technology based where using reason and logic is rewarded. Both were having trouble expressing insights because they were not thinking through how to approach the overuse of reason in a more creative manner.

Another participant discovered she was not taking enough time to formulate her goals to keep directed on her visions for herself—she was being too supportive of others and looked like a doormat to males and other powerful females.

Each was able to develop a practical plan to improve thinking—it’s a developed skill. Some ways to improve higher-level thinking follow.

To improve reasoning, write out the pros and cons of a situation and weigh the alternatives. Develop more objectivity—stand back from the situation. Write your thoughts. Draw your pictures. Apply models to a problem. Really stretch and apply various models to the same problem. More carefully make connections and spell out your solution logically.

To develop insight, learn to gather "soft" forms of data, to discover how a situation impacts others and to apply thinking that helps test assumptions and identifies root causes. Apply more creative, less hard data intensive methods.

What is unobvious and not accepted?

Six Ways to Improve Working with Clients

Symptom Possible Cause Possible Solution
Client doesn’t buy your solution or learn from mistakes. Over using reason and your reasons. Ask questions & listen for understanding
Client doesn’t follow through or use recommendations. Under using insight into the Client. Probe Client concerns.
Client doesn’t re-hire or refer to others. Failing to understand Client’s view of his situation. Pay attention to early signs of problems.
Client is disgruntled and never satisfied. Low self-knowledge and/or lack of purpose. Help client reflect, define how to know success.
You are uncomfortable discussing issues or difficulties with your client. You may have low self-esteem. Don’t over respond to success and/or failure. Take risks. Expect difficulties. Reward direction, success in stages. Expect quality, not perfection.
You feel you are not doing your best work or living up to potential.

 

Poorly defined goals or goals that don’t support your interests and values.

Low self-confidence.

Develop and execute personally meaningful plans. Get in touch with what's important.

Even out highs & lows.

Finally can you walk away and do something else to refresh you energy and insight? Do you seek out new experiences to enjoy life and broaden your interests? Can you broaden your context?

Let "flow" develop between your conscious and unconscious mind—you’ve better maximized your thinking power.

There’s a third mode of thinking that comes through loud and clear to a client: your brand.

Do you know who you are and what makes you good? Can you stand up for your beliefs?

The ultimate step to successful consulting is knowledge of where you stand.

Confident consultants discover where the client stands. They are willing to honestly work through the issues and change that develop in every engagement.

Can you confidently say no to a client and mean it?

Can you think how to communicate it without developing an adversarial relationship?

Can you walk away from business that is bad for you? Do you take business for the money or for the passion of the challenge of making the client’s situation better?

Learning how to communicate your brand and worth are key to creating value for what you do.

The Harvard study looked at individuals who were reputed by their peers for making high quality and quick decisions.

Do you have the balance of thinking skills to quickly and adroitly respond to the changes and shifts that occur in developing, delivering and disengaging clients?

Are your thinking skills of the quality that individuals seek you out to improve their situations?

Meet the challenge of helping clients improve their situations. Address your thinking to make high quality, quicker decisions by improving your thinking prowess, communication skills and abilities to offer clients more balanced approaches that truly improve their various situations.

The key to Power Thinking is using balance between the thinking modes at a high level that improve your ability to ACT: ability, communication, and thinking.

Abilities + Communication + Thinking

= Improved Client Situations.

Consulting abilities, communication skills and ability to think on many levels create best practices in consulting: your ability to ACT.

Practical assessments now exist for you to benchmark your thinking and see what behaviors are impacted by your thinking skills. Your thinking is reflected in your communications with others. Your communications with others determines whether you gain belief you will change a client’s situation. What are you doing to better improve?

Renewal, improvement and taking a risk to ACT on your beliefs reward consultants with better assignments, clients who send you more business and more passionate, satisfying work.

Help your clients make powerful decisions by addressing your thinking. It will help you to address your entire consulting practice: your ability to ACT. Develop the ability to risk being out of your comfort zone and to experience something new.

Continuously hone what you do. You’ll enhance your clients’ and your own business!

Janice Scanlan, CMC, is Chair of the sub-committee for Professional Development for The Institute of Management Consultants USA.

She helps improve client focus to develop profitable client partnerships and relationships. Accelerate your success. Contact Janice at 281 261-2320 or email janicescanlan@earthlink.net

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