Field Guide to Consulting and Organizational Development

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1 Action Planning, Alignment and Integration (consulting phase 4) Action plans... Also see Project planning aligning contents of developing developing timelines in establishing accountabilities in establishing objectives in examples of identifying resources to implement if planning stalls integrating monitoring implementation of reality checking of Action research...22, 179 Administrative skills for consultants...85 Adoption and Evaluation (consulting phase 7) Advertising and promotions... Also see Marketing common issues in common recommendations regarding...288, 290 data to collect about effects from other functions is outbound marketing management system of resources to learn more about typical contents of plans Appreciating (ability for)...77 Appreciative Inquiry...27 Assessment... Also see Evaluation compared to evaluation definition of Authenticity benefits of...62 definition of...62 examples of...80 to behave with...63 Barriers to evaluation and assessment to implementation of project plans to learning Best practices definition of in perspective standards of excellence Biases identifying consultant's...44 understanding client's Board of Directors common issues in consultant's joining...34 data to collect about development of Development Plan for...157, 310 management system of participation in project performance management of resources to learn more about roles and responsibilities of self-evaluation of versus employee roles Body language interpreting client's...65 interpreting consultant's...66 Boundaries in consulting...33 Boundaries of systems Burnout (avoiding)...92 Business development Business planning Business Plan contents common issues in planning for common recommendations regarding planning for data to collect about effects on other functions management system of planning for Capacity building... Also see Organizational change common types of how clients choose types of

2 Field Guide to Consulting and Organizational Development Change Management Plan... Also see Implementation of plans for change Communications Plan in developing developing budget for developing grand timeline for establishing accountabilities in Evaluation Plan in integrating throughout organization Learning Plan in organizing phases into Recognition and Motivation Plan in typical contents of Chaos theory Chief Executive Officer Clients (project) definitions of...14 direct...15 extent of involvement in project...16 identifying...14 indirect...15 official...15 types of...14 Client's Start-up (consulting phase 1) Coaching consultant's using to support motivation339 definition of...68 designing sessions...69 examples of powerful questions during...73 for problem solving and learning...68 in peer groups when to do...20 why questions are useful during...71 Collaborative consulting benefits of...13 commitment of clients during...12 definition of...12 extent of client involvement in...16 for generalists and specialists...19 phases of...22 power of...12 with busy clients...16 Collecting data... See Data collection Committees Board...xx roles in Boards working for Communications Plan Competencies (consultant s)... Also see Skills for Organization Development inventorying knowledge areas for consultants Confidentiality as element of contract clarifying to client during questionning in interviews Conflict addressing as polarity as cultural aspect consultant's response to in ethical dilemmas in groups interpersonal Conflict-of-interest ethics principle regarding potential if consultant joins Board Consultants... Also see Consulting acting as independent contractor acting professionally during change articulating professional mission and vision asking for help client's approach to selecting description of external... 8 description of internal... 8 differences between internal and external. 8 frustrations of good reasons to hire external... 4 inventorying consulting skills leaving the project before completed major types of... 5 managing self during change most important goals... 7 poor reasons to hire external... 4 primary roles of... 6 staying grounded and centered understanding own biases understanding own style understanding their lens on organizations49 working assumptions of

3 Consulting... Also see Consultants consulting teams (tag teams) myths regarding...10 principles for effective...29 principles for ethical...30 problems with traditional approaches to..10 resources to learn more about Content skills (facilitation)...51 Context-sensitive features of organizations considering descriptions of Contract (project) as boundary in consulting...33 core elements in consulting sample consulting to provide recommendations only Culture... Also see Multicultural environments as context-sensitive feature changing...125, 174 definition of learning about client's reviewing documentation to learn about390 Data... Also see Data collection determining types needed general types to collect organizing selecting best sources of types to collect per research question Data collection... Also see Data best timing for examples of sources and methods of focusing the if stalls importance of research questions during integration of methods overview of major methods of preparing participants for selecting best methods for selecting public tools for Decision-making client's decision to seek help consultant and client decide if do project helping groups with understanding natural approaches to...47 Delegation (client s) role during change steps involved in Diagnosis... See Discovery and Feedback (consulting phase 3) Dilemmas (ethical)...33 Direct clients...15 Discovery and Feedback (consulting phase 3) Documentation (reviewing) Domains (performance) definition of of presenting priority to consider when identifying issues types in organizations Emotional intelligence definition of...46 enhancing...46 Empathy definition of...75 developing...75 Employees common issues in development of common issues with common recommendations regarding development of common recommendations regarding teamwork consultant's interacting with...34 coordination with Board data to collect about development of effects on other functions evaluation of helping employees motivate selves management system of resources to learn more about roles compared to Board Engagement and Agreement (consulting phase 2) Environment external to systems Equifinality of open systems Ethics codes of...30 definition of...30 ethical dilemmas...33 examples of unethical behavior...32 principles for consulting

4 Field Guide to Consulting and Organizational Development Evaluation... Also see Assessment as aspect of systems barriers to benefits of compared to assessment definition of designing plans dimensions and categories of Evaluation Plan formative guidelines to successful helping client to start thinking about major levels of means to performance and learning myths about new perspectives on of implementation of process of results (goals, outcomes) summative Evaluation Plan...157, 320, Also see Evaluation Expert role during change...20, 21 Facilitating... Also see Groups, Also see Meetings common challenges in definition of...19 feedback meeting...294, 298 focus groups preparing for resources to learn more about when to do...19, 21 Feedback as aspect of systems consultant s hearing from others...45 consultant s sharing with other individuals...74 definition of...45 meeting to share results of discovery with environment external to system Financial management common issues in common recommendations regarding data to collect about description of effects from other functions management system of performance management of resources to learn more about Focus groups designing facilitating preparing for Formative evaluation Founder's Syndrome Functions descriptions of management systems of performance management for various Groups... Also see Meetings, Also see Focus groups, Also see Facilitating addressing resistance in collecting and organizing information in definition of forming getting members to participate getting unstuck helping members to make decisions managing conflict in peer coaching resources to learn more about types of learning in Human resource management... See Employees Implementation and Change Management (consulting phase 5) Implementation of plans for change barriers to consultant's reminders during evaluation of if stalls tools to track Indicators definition of examples of of need for change of project success that client has adopted new systems Indirect clients Inputs to systems Interpersonal skills (consultant s) Interventions for change... See Capacity building Intrapersonal skills (consultant s) Issues... See Problems 494

5 Leadership as context-sensitive feature capacity needed for organizational effectiveness common issues in common recommendations regarding definition of... xxi, 181 resources to learn more about role during change role in management systems when talking about...61 Learning... Also see Peer learning about self as change agent...57 adult principles of and change and performance as level of evaluation barriers to coaching for deep...68 consultant and client about each other continous cultivating and guiding definition of different kinds of evaluation as means to forms of peer in systems integrating into projects key components of Learning Plan myths about Learning Plan...321, Also see Learning Legal matters... Also see Proposals, Contracts and Letters of Agreement if encounter illegal practices...36 protecting intellectual property...37 protecting yourself regarding...35 types of illegal practices...36 Lens to view organizations...49 Letter of Agreement Life cycles definition of various perspectives on Listening (deep)...64 Logic model chaining models definition of designing example of Management... Also see Management system as capacity needed for organizational effectiveness definition of...xxi of change of group conflict of meetings of performance resources to learn more about when talking about...61 Management system definition of of advertising and promotions of Board of Directors of business planning of financial management of management development of products and services of staffing of strategic planning overview of roles in Management systems examples of Marketing... Also see Advertising and promotions advertising and promotions is outbound149 business planning similar to inbound definition of inbound resources to learn more about Meetings... Also see Facilitating, Also see Groups designing evaluation during final evaluation of first with client intervening in managing taking notes during...87 to share feedback

6 Field Guide to Consulting and Organizational Development Mission developing professional...54 organizational Models analyzing mental logic of organizational change of organizational performance of peer learning organizational diagnostic Momentum during change client's delegation to sustain employee s coaching to support client s critical ingredient for change from successfully addressing resistance..17 produced by collaborative consulting...12 Motivation during change as critical ingredient for change as requirement for change client's delegation to sustain employee s creating environment for employee s self Multicultural environments... Also see Culture definition of...58 effect on projects...58 learning about client s...59 successful consulting in...59 working in...58 Myths about consultants...10 about evaluation about learning Note taking about consultant s time on the project...87 during meetings...87 regarding conversations...87 Observations (conducting) Official clients...15 Open systems model... Also see Systems benefits of definition of depiction of depiction of product or service of organizations Organization Development (OD) as organizational physicians competencies for practitioners definitions of field of holistic OD resources to learn more about Organizational change... Also see Capacity building assessing client s readiness for being sure Board participates in client s preliminary efforts to produce client s recognizing need for common capacity building activities for185 definition of evaluation of interchangeably with capacity building. 173 learning during major roles during requirements for successful resistance to resources to learn more about types of various models of when all else fails why it can be so difficult to accomplish 175 Organizational diagnostic model definition of selecting strategic management as Organizational effectiveness capacities needed for understanding Organizations common legal forms of common operating structures common types of issues in , 288 diversity of effectiveness in evaluation of key roles in management system of open system of performance management in size of types of systematic plans in what makes each unique Outputs from systems

7 Peer learning definition of forms of why it is so popular today Performance... Also see Performance management (organizational) definition of different things to different people suggested aspects for organizational Performance management (organizational)... Also see Organizational effectiveness, Also see Performance benefits of perspective domains in examples of systems of models of overview of phases in why it is so important for organizations 161 Phases in life cycles of collaborative consulting...22 of performance management Planning... Also see Plans action collaborative for performance for research (data collection) products and services Plans... Also see Planning Action plans Advertising and promotions Board Development Business Plan Change Management Plan Communications Plan designing systematic...85 Evaluation Plan...200, 320 Learning Plan Project Plan...85 Recognition and Motivation Plan Strategic Plan systematically adjust when needed types of systematic Political support as requirement for change role during change Power as aspect of culture...60 given to Board of Directors in Board of Directors role during change Presenting priority... Also see Problems asking questions to clarify evidence of root causes of...50 identifying its fit in the organization or "presenting problem"...28 performance domains of primary purpose of discovery remedial or developmental research planning to analyze typical data to collect to understand use skills to hear useful questions about Problem solving... Also see Problems by reframing...406, 408 by using coaching...68 natural approaches to...47 Problems... Also see Problem solving, Also see Presenting priority solving by using coaching...68 versus opportunities...44 with traditional consulting...10 Process evaluation Process skills (facilitation)...51 Processes in systems Products and services approaches to building causes of ineffective evaluation of common issues in evaluating example of logic model of life cycles of management system of overview of open system of performance management of Professionalism of consultant...29 Project planning... Also see Action plans common terms in...85 definition of...85 ensuring systematic...85 including administrative tasks in sample consulting contract sample proposal with project plan

8 Field Guide to Consulting and Organizational Development Project reports (writing)...88 Project Team (establishing) Project Termination (consulting phase 7)..353 Proposal (project) core elements in consulting sample consulting Questionnaires (administering) Questions desctructive types of...72 designing for questionnaires during interviews importance in coaching...71 to assess client s readiness to clarify presenting priority types of evaluation useful during coaching...72 Readiness of client for change Realistic (being)...76 Recognition and Motivation Plan Recommendations contracting to provide only documenting examples of overall generating level of detail in prioritizing sharing in feedback meeting Relationships between change and capacity building..426 between consultant and service provider depicting in systems in collaborative consulting...12 Research... See Data collection Resistance addressing client s...79 addressing consultant s...82 addressing in groups causes of...78 definition of...78 forms of client s...78 recognizing consultant s...81 reducing when client reads reports Resource planning effects on other functions Results clarify preliminary desired results evaluation of goals of systems outcomes from products and services outputs from systems Revenue development description of effects on other functions Rewarding behaviors , 178, 322 Roles... Also see Roles during change Board compared to employees during change in organizations knowing which to play of Board of Directors of Chief Executive Officer of coach of consultant... 6 of expert of facilitator of leadership during change of Project Team of strategic planning of trainer Roles during change... Also see Roles champion change agent initiator leadership, supervision, delegation sponsor Self as instrument considering when analyzing data definition of understanding Service providers (of consulting) how they often operate successfully working with Skills (consultant s)... Also see Competencies (consultant s) administrative improvement of interpersonal intra-personal inventorying own with groups

9 Standards of excellence... See Best practices Strategic management as diagnostic model definition of Strategic planning common issues in common recommendations regarding data to collect about effects on other functions management system of resources to learn more about role during change Stress management...92 Structures common operating definition of organizational Subsystem Supervision definition of role during change Systematic Systems analyzing chaos theory closed system definition of depicting open systems model principles fo changing resources to learn more about systems theory systems thinking whole systems thinking Systems theory Systems thinking Teams... Also see Groups collaborating with consulting forming consulting forming groups and forming Project Termination of project formalizing to avoid client dependency to avoid project creep typical reasons for Time management...92 Training definition of...21 when to do...21 Trust (building)...58 Values articulating professional...54 organizational Vision as requirement for change creating vision for change grand vision for change organizational strategic vision for change Whole systems thinking

Assessment of Your Knowledge of Principles in Organizational Consulting

Assessment of Your Knowledge of Principles in Organizational Consulting Description A consultant is anyone in a role to help a person, process, team or organization to change, but who has no direct authority