The subject is of course complex and covers several dimensions on which we accompany our customers:
- How to define and articulate coherent objectives between the different stakeholders: Management vs. operational resources, project teams vs. business teams, strategic horizon vs. tactical.
- How to measure performance in a balanced and reliable but simple way (safety, quality, customer satisfaction, employee engagement, deadlines, productivity, costs, …).
- How to make the right decisions, at the right time, at the right level, and for the right need.
- How to measure and prove the effectiveness and impact of improvement actions or projects
- How to initiate improvement actions, encourage problem solving and develop operational excellence.
Much of management consultants’ value lies in their expertise as diagnosticians. Nevertheless, the process by which an accurate diagnosis is formed sometimes strains the consultant-client relationship, since managers are often fearful of uncovering difficult situations for which they might be blamed. Competent diagnosis requires more than an examination of the external environment, the technology and economics of the business, and the behavior of nonmanagerial members of the organization. The consultant must also ask why executives made certain choices that now appear to be mistakes or ignored certain factors that now seem important.
Although the need for independent diagnosis is often cited as a reason for using outsiders, drawing members of the client organization into the diagnostic process makes good sense.
We usually insist that client team members be assigned to the project. They, not us, must do the detail work. We’ll help, we’ll push—but they’ll do it. While this is going on, we talk with the CEO every day for an hour or two about the issues that are surfacing, and we meet with the chairman once a week.
In this way we diagnose strategic problems in connection with organizational issues. We get some sense of the skills of the key people—what they can do and how they work. When we emerge with strategic and organizational recommendations, they are usually well accepted because they have been thoroughly tested.
Clearly, when clients participate in the diagnostic process, they are more likely to acknowledge their role in problems and to accept a redefinition of the consultant’s task. Top firms, therefore, establish such mechanisms as joint consultant-client task forces to work on data analysis and other parts of the diagnostic process. As the process continues, managers naturally begin to implement corrective action without having to wait for formal recommendations.
The engagement characteristically concludes with a written report or oral presentation that summarizes what the consultant has learned and that recommends in some detail what the client should do. Firms devote a great deal of effort to designing their reports so that the information and analysis are clearly presented and the recommendations are convincingly related to the diagnosis on which they are based. Many people would probably say that the purpose of the engagement is fulfilled when the professional presents a consistent, logical action plan of steps designed to improve the diagnosed problem. The consultant recommends, and the client decides whether and how to implement.
Though it may sound like a sensible division of labor, this setup is in many ways simplistic and unsatisfactory. Untold numbers of seemingly convincing reports, submitted at great expense, have no real impact because—due to constraints outside the consultant’s assumed bailiwick—the relationship stops at formulation of theoretically sound recommendations that can’t be implemented.
Any engagement’s usefulness to an organization depends on the degree to which members reach accord on the nature of problems and opportunities and on appropriate corrective actions. Otherwise, the diagnosis won’t be accepted, recommendations won’t be implemented, and valid data may be withheld. To provide sound and convincing recommendations, a consultant must be persuasive and have finely tuned analytic skills.
Consultants can gauge and develop a client’s readiness and commitment to change by considering the following questions:
- What information does the client readily accept or resist?
- What unexpressed motives might there be for seeking our assistance?
- What kinds of data does this client resist supplying? Why?
- How willing are members of the organization, individually and together, to work with us on solving these problems and diagnosing this situation?
- How can we shape the process and influence the relationship to increase the client’s readiness for needed corrective action?
- Are these executives willing to learn new management methods and practices?
- Do those at higher levels listen? Will they be influenced by the suggestions of people lower down? If the project increases upward communication, how will top levels of management respond?
- To what extent will this client regard a contribution to overall organizational effectiveness and adaptability as a legitimate and desirable objective?
Management consultants like to leave behind something of lasting value. This means not only enhancing clients’ ability to deal with immediate issues but also helping them learn methods needed to cope with future challenges. This does not imply that effective professionals work themselves out of a job.
Consultants facilitate learning by including members of the organization in the assignment’s processes. The consultant’s approach demonstrate that the reason for the interviews is not to discover what’s wrong in order to allocate blame but to encourage constructive ideas for improvement. Then members at all levels of the organization come to see the project as helpful, not as unwanted inquisition. Satisfied clients recommend us others and invite us back the next time there is a need.