Action Planning, Alignment and Integration (consulting phase 4)...302 Action plans... Also see Project planning aligning...316 contents of...310 developing...310 developing timelines in...313 establishing accountabilities in...313 establishing objectives in...312 examples of...311 identifying resources to implement...314 if planning stalls...334 integrating...315 monitoring implementation of...314 reality checking of...316 Action research...22, 179 Administrative skills for consultants...85 Adoption and Evaluation (consulting phase 7)...349 Advertising and promotions... Also see Marketing common issues in...283 common recommendations regarding...288, 290 data to collect about...262 effects from other functions...149 is outbound marketing...149 management system of...155 resources to learn more about...485 typical contents of plans...157 Appreciating (ability for)...77 Appreciative Inquiry...27 Assessment... Also see Evaluation compared to evaluation...187 definition of...187 Authenticity benefits of...62 definition of...62 examples of...80 to behave with...63 Barriers to evaluation and assessment...197 to implementation of project plans...349 to learning...204 Best practices definition of...172 in perspective...172 standards of excellence...172 Biases identifying consultant's...44 understanding client's...232 Board of Directors common issues in...282 consultant's joining...34 data to collect about...261 development of...148 Development Plan for...157, 310 management system of...152 participation in project...182 performance management of...167 resources to learn more about...483 roles and responsibilities of...114 self-evaluation of...150 versus employee roles...118 Body language interpreting client's...65 interpreting consultant's...66 Boundaries in consulting...33 Boundaries of systems...138 Burnout (avoiding)...92 Business development...132 Business planning...131 Business Plan contents...157 common issues in planning for...282 common recommendations regarding planning for...289 data to collect about...262 effects on other functions...148 management system of...153 planning for...148 Capacity building... Also see Organizational change common types of...185 how clients choose types of...186 491
Field Guide to Consulting and Organizational Development Change Management Plan... Also see Implementation of plans for change Communications Plan in...327 developing...328 developing budget for...331 developing grand timeline for...329 establishing accountabilities in...331 Evaluation Plan in...320 integrating throughout organization...337 Learning Plan in...321 organizing phases into...329 Recognition and Motivation Plan in...322 typical contents of...333 Chaos theory...405 Chief Executive Officer...113 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)...215 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...210 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...113 working for...104 Communications Plan... 327 Competencies (consultant s)... Also see Skills for Organization Development... 53 inventorying... 51 knowledge areas for consultants... 53 Confidentiality as element of contract... 241 clarifying to client... 275 during questionning... 391 in interviews... 393 Conflict addressing as polarity... 414 as cultural aspect... 60 consultant's response to... 45 in ethical dilemmas... 33 in groups... 379 interpersonal... 83 Conflict-of-interest ethics principle regarding... 31 potential if consultant joins Board... 34 Consultants... Also see Consulting acting as independent contractor... 37 acting professionally during change... 342 articulating professional mission and vision... 54 asking for help... 106 client's approach to selecting... 219 description of external... 8 description of internal... 8 differences between internal and external. 8 frustrations of... 90 good reasons to hire external... 4 inventorying consulting skills... 51 leaving the project before completed... 107 major types of... 5 managing self during change... 344 most important goals... 7 poor reasons to hire external... 4 primary roles of... 6 staying grounded and centered... 90 understanding own biases... 44 understanding own style... 45 understanding their lens on organizations49 working assumptions of... 7 492
Consulting... Also see Consultants consulting teams (tag teams)...101 myths regarding...10 principles for effective...29 principles for ethical...30 problems with traditional approaches to..10 resources to learn more about...483 Content skills (facilitation)...51 Context-sensitive features of organizations considering...270 descriptions of...133 Contract (project) as boundary in consulting...33 core elements in consulting...239 sample consulting...466 to provide recommendations only...105 Culture... Also see Multicultural environments as context-sensitive feature...134 changing...125, 174 definition of...125 learning about client's...232 reviewing documentation to learn about390 Data... Also see Data collection determining types needed...257 general types to collect...259 organizing...278 selecting best sources of...263 types to collect per research question...258 Data collection... Also see Data best timing for...270 examples of sources and methods of...266 focusing the...252 if stalls...277 importance of research questions during...254 integration of methods...266 overview of major methods of...385 preparing participants for...274 selecting best methods for...264 selecting public tools for...400 Decision-making client's decision to seek help...219 consultant and client decide if do project...236 helping groups with...371 understanding natural approaches to...47 Delegation (client s) role during change...181 steps involved in...341 Diagnosis... See Discovery and Feedback (consulting phase 3) Dilemmas (ethical)...33 Direct clients...15 Discovery and Feedback (consulting phase 3)...246 Documentation (reviewing)...385 Domains (performance) definition of...162 of presenting priority...253 to consider when identifying issues...280 types in organizations...162 Emotional intelligence definition of...46 enhancing...46 Empathy definition of...75 developing...75 Employees common issues in development of...282 common issues with...283 common recommendations regarding development of...289 common recommendations regarding teamwork...290 consultant's interacting with...34 coordination with Board...118 data to collect about...261 development of...148 effects on other functions...149 evaluation of...150 helping employees motivate selves...323 management system of...154 resources to learn more about...485 roles compared to Board...119 Engagement and Agreement (consulting phase 2)...221 Environment external to systems...138 Equifinality of open systems...138 Ethics codes of...30 definition of...30 ethical dilemmas...33 examples of unethical behavior...32 principles for consulting...30 493
Field Guide to Consulting and Organizational Development Evaluation... Also see Assessment as aspect of systems...137 barriers to...197 benefits of...188 compared to assessment...187 definition of...187 designing plans...200 dimensions and categories of...189 Evaluation Plan...320 formative...190 guidelines to successful...198 helping client to start thinking about...228 major levels of...193 means to performance and learning...187 myths about...188 new perspectives on...195 of implementation...191 of process...192 of results (goals, outcomes)...192 summative...190 Evaluation Plan...157, 320, Also see Evaluation Expert role during change...20, 21 Facilitating... Also see Groups, Also see Meetings common challenges in...377 definition of...19 feedback meeting...294, 298 focus groups...399 preparing for...359 resources to learn more about...484 when to do...19, 21 Feedback as aspect of systems...137 consultant s hearing from others...45 consultant s sharing with other individuals...74 definition of...45 meeting to share results of discovery...294 with environment external to system...138 Financial management common issues in...283 common recommendations regarding...290 data to collect about...262 description of...150 effects from other functions...150 management system of...154 performance management of...167 resources to learn more about...485 Focus groups designing... 398 facilitating... 399 preparing for... 397 Formative evaluation... 190 Founder's Syndrome... 142 Functions descriptions of... 146 management systems of... 151 performance management for various... 167 Groups... Also see Meetings, Also see Focus groups, Also see Facilitating addressing resistance in... 378 collecting and organizing information in... 368 definition of... 359 forming... 359 getting members to participate... 377 getting unstuck... 380 helping members to make decisions... 371 managing conflict in... 379 peer coaching... 210 resources to learn more about... 484 types of learning in... 209 Human resource management... See Employees Implementation and Change Management (consulting phase 5)... 336 Implementation of plans for change barriers to... 349 consultant's reminders during... 342 evaluation of... 191 if stalls... 347 tools to track... 344 Indicators definition of... 162 examples of... 319 of need for change... 216 of project success... 317 that client has adopted new systems... 350 Indirect clients... 15 Inputs to systems... 136 Interpersonal skills (consultant s)... 58 Interventions for change... See Capacity building Intrapersonal skills (consultant s)... 43 Issues... See Problems 494
Leadership as context-sensitive feature...272 capacity needed for organizational effectiveness...171 common issues in...282 common recommendations regarding...289 definition of... xxi, 181 resources to learn more about...485 role during change...181 role in management systems...156 when talking about...61 Learning... Also see Peer learning about self as change agent...57 adult principles of...206 and change and performance...202 as level of evaluation...194 barriers to...204 coaching for deep...68 consultant and client about each other...230 continous...206 cultivating and guiding...202 definition of...137 different kinds of...205 evaluation as means to...187 forms of peer...207 in systems...137 integrating into projects...210 key components of...202 Learning Plan...321 myths about...203 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...242 Life cycles definition of...127 various perspectives on...127 Listening (deep)...64 Logic model chaining models...412 definition of...142 designing...411 example of...144 Management... Also see Management system as capacity needed for organizational effectiveness...171 definition of...xxi of change...336 of group conflict...379 of meetings...363 of performance...161 resources to learn more about...485 when talking about...61 Management system definition of...145 of advertising and promotions...155 of Board of Directors...152 of business planning...153 of financial management...154 of management development...153 of products and services...155 of staffing...154 of strategic planning...152 overview of...146 roles in...156 Management systems examples of...151 Marketing... Also see Advertising and promotions advertising and promotions is outbound149 business planning similar to inbound...148 definition of inbound...148 resources to learn more about...485 Meetings... Also see Facilitating, Also see Groups designing...363 evaluation during...365 final evaluation of...365 first with client...222 intervening in...366 managing...364 taking notes during...87 to share feedback...296 495
Field Guide to Consulting and Organizational Development Mission developing professional...54 organizational...120 Models analyzing mental...406 logic...142 of organizational change...178 of organizational performance...168 of peer learning...209 organizational diagnostic...250 Momentum during change client's delegation to sustain employee s...341 coaching to support client s...339 critical ingredient for change...339 from successfully addressing resistance..17 produced by collaborative consulting...12 Motivation during change as critical ingredient for change...338 as requirement for change...176 client's delegation to sustain employee s...341 creating environment for employee s self-...323 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...188 about learning...203 Note taking about consultant s time on the project...87 during meetings...87 regarding conversations...87 Observations (conducting)...388 Official clients...15 Open systems model... Also see Systems benefits of...141 definition of...137 depiction of...139 depiction of product or service...142 of organizations...135 Organization Development (OD) as organizational physicians... 26 competencies for practitioners... 53 definitions of... 25 field of... 25 holistic OD... 26 resources to learn more about... 486 Organizational change... Also see Capacity building assessing client s readiness for... 233 being sure Board participates in... 182 client s preliminary efforts to produce.. 218 client s recognizing need for... 216 common capacity building activities for185 definition of... 173 evaluation of... 187 interchangeably with capacity building. 173 learning during... 202 major roles during... 180 requirements for successful... 176 resistance to... 78 resources to learn more about... 486 types of... 173 various models of... 178 when all else fails... 436 why it can be so difficult to accomplish 175 Organizational diagnostic model definition of... 251 selecting... 250 strategic management as... 252 Organizational effectiveness capacities needed for... 170 understanding... 169 Organizations common legal forms of... 123 common operating structures... 123 common types of issues in... 282, 288 diversity of... 123 effectiveness in... 169 evaluation of... 151 key roles in... 113 management system of... 146 open system of... 135 performance management in... 161 size of... 134 types of systematic plans in... 157 what makes each unique... 133 Outputs from systems... 136 496
Peer learning definition of...207 forms of...209 why it is so popular today...208 Performance... Also see Performance management (organizational) definition of...161 different things to different people...169 suggested aspects for organizational...171 Performance management (organizational)... Also see Organizational effectiveness, Also see Performance benefits of perspective...164 domains in...162 examples of systems of...166 models of...168 overview of...162 phases in...163 why it is so important for organizations 161 Phases in life cycles...129 of collaborative consulting...22 of performance management...163 Planning... Also see Plans action...302 collaborative...303 for performance...163 for research (data collection)...247 products and services...130 Plans... Also see Planning Action plans...302 Advertising and promotions...157 Board Development...157 Business Plan...157 Change Management Plan...328 Communications Plan...327 designing systematic...85 Evaluation Plan...200, 320 Learning Plan...321 Project Plan...85 Recognition and Motivation Plan...322 Strategic Plan...121 systematically adjust when needed...346 types of systematic...157 Political support as requirement for change...177 role during change...177 Power as aspect of culture...60 given to Board of Directors...113 in Board of Directors...114 role during change...177 Presenting priority... Also see Problems asking questions to clarify...225 evidence of root causes of...50 identifying its fit in the organization...254 or "presenting problem"...28 performance domains of...253 primary purpose of discovery...247 remedial or developmental...254 research planning to analyze...247 typical data to collect to understand...261 use skills to hear...224 useful questions about...258 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...192 Process skills (facilitation)...51 Processes in systems...136 Products and services approaches to building...130 causes of ineffective evaluation of...150 common issues in evaluating...283 example of logic model of...144 life cycles of...127 management system of...155 overview of open system of...142 performance management of...167 Professionalism of consultant...29 Project planning... Also see Action plans common terms in...85 definition of...85 ensuring systematic...85 including administrative tasks in...227 sample consulting contract...466 sample proposal with project plan...458 497
Field Guide to Consulting and Organizational Development Project reports (writing)...88 Project Team (establishing)...248 Project Termination (consulting phase 7)..353 Proposal (project) core elements in consulting...240 sample consulting...458 Questionnaires (administering)...391 Questions desctructive types of...72 designing for questionnaires...391 during interviews...393 importance in coaching...71 to assess client s readiness...234 to clarify presenting priority...225 types of evaluation...190 useful during coaching...72 Readiness of client for change...233 Realistic (being)...76 Recognition and Motivation Plan...322 Recommendations contracting to provide only...105 documenting...291 examples of overall...294 generating...283 level of detail in...284 prioritizing...291 sharing in feedback meeting...294 Relationships between change and capacity building..426 between consultant and service provider...100 depicting in systems...411 in collaborative consulting...12 Research... See Data collection Resistance addressing client s...79 addressing consultant s...82 addressing in groups...378 causes of...78 definition of...78 forms of client s...78 recognizing consultant s...81 reducing when client reads reports...292 Resource planning...148 effects on other functions...148 Results clarify preliminary desired results... 226 evaluation of... 192 goals of systems... 136 outcomes from products and services... 138 outputs from systems... 136 Revenue development description of... 148 effects on other functions... 148 Rewarding behaviors... 162, 178, 322 Roles... Also see Roles during change Board compared to employees... 119 during change... 180 in organizations... 113 knowing which to play... 19 of Board of Directors... 114 of Chief Executive Officer... 115 of coach... 20 of consultant... 6 of expert... 20 of facilitator... 19 of leadership during change... 156 of Project Team... 248 of strategic planning... 121 of trainer... 21 Roles during change... Also see Roles champion... 180 change agent... 180 initiator... 180 leadership, supervision, delegation... 181 sponsor... 181 Self as instrument considering when analyzing data... 279 definition of... 43 understanding... 43 Service providers (of consulting) how they often operate... 100 successfully working with... 100 Skills (consultant s)... Also see Competencies (consultant s) administrative... 85 improvement of... 39 interpersonal... 58 intra-personal... 43 inventorying own... 51 with groups... 357 498
Standards of excellence... See Best practices Strategic management as diagnostic model...410 definition of...252 Strategic planning common issues in...282 common recommendations regarding...288 data to collect about...261 effects on other functions...148 management system of...152 resources to learn more about...488 role during change...121 Stress management...92 Structures common operating...123 definition of organizational...134 Subsystem...135 Supervision definition of...149 role during change...181 Systematic...405 Systems analyzing...406 chaos theory...405 closed system...138 definition of...135 depicting...409 open systems model...137 principles fo changing...422 resources to learn more about...488 systems theory...405 systems thinking...405 whole systems thinking...405 Systems theory...405 Systems thinking...405 Teams... Also see Groups collaborating with consulting...101 forming consulting...102 forming groups and...359 forming Project...248 Termination of project...353 formalizing...354 to avoid client dependency...353 to avoid project creep...354 typical reasons for...353 Time management...92 Training definition of...21 when to do...21 Trust (building)...58 Values articulating professional...54 organizational...120 Vision as requirement for change...177 creating vision for change...307 grand vision for change...308 organizational...120 strategic vision for change...308 Whole systems thinking...405 499