Tag Archive: consultant

Even Coaches Need Coaches

coaching a coach

If you’ve been reading our blogs for a while, or have noticed our recent “Whiteboard Pro-Tip Videos,” you know that we are HUGE fans of effective coaching conversations as a means of increasing employee engagement and building strong teams. (Read our article on “Being a Great Coach in the Office” which was published in the Huffington Post last year.)

Our workshops have helped scores of people improve their coaching skills, and our one-on-one coaching sessions have helped individuals figure out how to become “unstuck” with whatever roadblock is preventing them from getting where they want to go.

But what if you’re already a pretty good, even fantastic, coach? You get it, you’re good at it, you practice it, your team is highly engaged and successful, and in fact you’ve been training others to grow their own coaching skills.

Do you need a coach if you’re already a coach?

Just about any professional needs their own services from time to time, and we know that they can’t (or shouldn’t) treat themselves and expect great results. Think about it:

  • Doctors need to see other doctors for physicals and prescriptions.
  • Personal trainers have personal trainers to spot them when they lift weight, and push them when they get tired.
  • Physiotherapists see other physiotherapists to manipulate and treat musculoskeletal issues.
  • Lawyers hire other lawyers to represent them (except on TV, where they are VERY good at representing themselves).
  • Therapists get advice and counselling from other therapists.
  • Ministers, Priests, Rabbis, and Imams seek spiritual guidance from others.

And so it goes with coaching.

Even expert coaches need someone else to help them self-discover solutions to problems they are facing. Here are three possible scenarios in which it would be critical for a coach to get coaching from someone else:

  1. Edgar has been coaching for 15 years, and is known for his openness, strength, and amazing leadership style. He thought he had seen it all until one of his peers lashed out at him in a leadership meeting, embarrassing him and creating a stressful atmosphere. Edgar knows he has to talk to this person, and is trying to prepare his approach. He’s just not sure how to open the conversation and would like to bounce some ideas off someone.
  2. Natasha has to coach a young member of her team who is fresh out of college, eager, keen, smart, and… obnoxious. She’s pretty sure how she will handle it, and would love to role play the possible outcomes. After all, Natasha is a Baby Boomer, and needs to sound helpful and encouraging, not “old” and “out of date.”
  3. Salome is a senior leader with plenty of coaching experience who feels disengaged and even a little bored at work. She’s not sure what to do and would like some objective guidance.

 

coaching a coach 1

 

No matter how much experience we have, we can always use some coaching to help us out. And remember, coaching isn’t the same has having coffee with a friend (although that’s always helpful too!) Friends are encouraging and supportive listeners, and can often be biased towards a specific solution.

Coaches are also encouraging and supportive, and have NO bias. Therefore, the solution you come up with is 100% yours, and was probably hiding deep down inside your brain somewhere all along.

If you need a coach, check out our coaching services by clicking here, or email us at info@whiteboardconsulting.ca. We’d be glad to help you, and our 15-minute telephone strategy session is FREE! How can you go wrong? (You can’t.)

Until next time,

Ruth.

Process Mapping? I’d rather be Napping.

So I’ve heard a lot of people say they are so fascinated by what I do in the process improvement world, and how great they think it is , but how “it’s not for them”.  Using my coaching skills, I usually say something like, “Oh yeah?  Tell me about why it isn’t for you”.

Here are some of the responses I get:images

“Snore.  Processes are super boring. My company is really intuitive, and we just know exactly what to do and we fix it.” – my super annoying friend

“Processes, who needs it? I already know my team is garbage and as soon as I can replace them, things will turn around”. – a client who later realized her team was great because process mapping revealed a culture issue

“Ugh.  Sounds bureaucratic. I’m an entrepreneur.  There is nothing corporate about he way I run my business, and to be honest we don’t need it.” – my sister-in-law

PROCESS MAPPING3 Signs You Need Process Mapping STAT!

  1. Something is wrong and you “think” know exactly how to fix it.  How do you know what’s wrong?  What leads you to believe that?  What is the expected outcome if you make the change? You might be right. Intuition is super important.  Why not validate those gut feelings with some evidence in a process map? It’s a great way to get buy in from your stakeholders and employees!
  2. You “think” your employees are the problem. They suck.  While this is the first place many people look for solutions, it’s usually something else.  Why do you think they suck?  What tells you that? What could be inhibiting them? Have you asked them? Research shows that if you take great people and put them in a bad process, the process will win every time. Process mapping sometimes uncovers secrets that are hiding within a bad process.
  3. You “think” process is too rigorous.  Well, it can be, but it doesn’t have to be.  The right people, the right style, and the right moment can take you from being a fly-by-the-seat-of-your-pants entrepreneur to a being a strategic one.  Why not set the stage so you can pass the tasks that aren’t worth your time (or you aren’t great at) to someone who can actually add value (so you can go and be amazing). Process mapping identifies those tasks and lets you properly divide them up.

If you’re not a “process person,” or even if you are but don’t have a lot of time, we can help you. We are expert at coming in, talking with you and your team, and uncovering the hidden opportunities to improve your business.

Even better – why not build process improvement and process mapping capacity on your team? We offer public workshops that are fun, interactive, and relevant. Check them out by clicking here, and contact us if you want to know more.

#whiteboardworskhops #theyredifferent

Until Next Time,

Nicole

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How to use process tools for anything. Even moving!

Moving is a Process.

Think of your last move. You and your spouse/partner giggling hysterically while you pack boxes.  Flirtatiously throwing bubble wrap at one another while you pack? Then after a smooth experience with your moving company, arriving at your new home, giddy with excitement, settling into at least 10 glasses of champagne next to a cozy fire.

If you just snorted or guffawed- you aren’t alone.

What does a living hell look like?download

The first thing I did when we bought our new house was open a bottle of wine (it wasn’t going to open itself was it?).  Then, being the process geek I am, I began to map the current state of moving that I had experienced in the past. I won’t bore you with the VISIO document. But it sort of went something like this:

Step 1. Buy House

Step 2. Start Packing random stuff.

Step 3. Stop packing for a while because have run out of Cardboard Boxes (so has nearby grocery store).

Step 4. Unpack most of things packed in Step 2 because I needed them.

Step 5.  Nearly murder partner/spouse because they have to date packed nothing.

Step 6.  Pack frantically and angrily for a number of days.

Step 7.  Stop packing.  Realize move is still 3 months away.

Step 8. Unpack 90% of Step 6 items while looking for yoga mat that have not used in 3 years but need for “Girls Yoga/Brunch” on Sunday.

Step 9.  Realized have not booked movers.  Panic.  Call first movers that appear on The Google after searching “Movers Toronto”.

Step 10. Begin frantically packing again. Rip 7 boxes because I overpack them and everything falls through the bottom.

Step 11. Stop packing because it is Les Mills Release week and I have to go to every gym class ever.

Step 12. Begin frantically packing.

Step 13. Cancel girls indoor rock climbing date because “I HAVE NO IDEA WHERE THE #&$^#% MY ROCK CLIMBING SHOES ARE.

Step 14-18.  Slight wine induced blur of packing, crying, fighting with spouse irrationally, and scramble packing.

Step 19. ARRIVE AT NEW HOUSE!! Look lovingly at spouse/partner and sip champagne for about 13 seconds.  Immediately proceed to next step.

Step 20. Unpack frantically trying to get house ready for guests.

Step 21. Repack 70% of items as realize new house does not have closet space.

Step 22. Frantically look for that black top for girls wine night. WHERE THE &#&^#^#^#^ is that TOP?????

Step 23. 6 months later feel settled and have shit together.

So pain. So pain.

So this time, older, wiser, armed with process tools out the wazoo I vowed that this time my move would be better.  So first I focused on what I felt were the key pain points  (or for us process geeks, two Lean Wastes) for me during this process:

lean

  • not being able to find one blasted thing before or after the move, causing packing and unpacking again (OVERPROCESSING)
  • running out of  boxes/ripping boxes due to overpacking and having dead time where I wasn’t doing anything. (INVENTORY/WAITING)

The first thing I did being the consultant I am – I outsourced.  I rented reusable, stackable boxes that come with little labels  from (no kickbacks or anything for me, I just found these guys awesome and fast). No running out of boxes. Check!

The next thing I did, was made some space in my garage, and I used huge post-it notes to label each major room in the house (Kitchen, Living Room, Master Bedroom, Master Bathroom etc.)

Next I started packing things that 100% would not be required (i.e. Summer clothes, clothes that no longer fit me yet I am very hopeful that one day I will look like I did when I was 22, shoes that I paid alot of money for however never wear because I work from home in workout wear 98% of the time).

I packed one to two boxes a day.  Every day I brought them down to the garage, put them beneath the room they were assigned to, and labelled the box K1 = Kitchen box 1.  I then quickly wrote on the post it note on the wall, K1= dehydrator, stand mixer, and baking supplies. This way – when I nonsensically needed to make jerky in a hurry or bake homemade bread for the first time before we moved, it would be simple to find which box it was in.

Champagne Wishes and Caviar Dreams.

 

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Fast Forward 3 months later this was me on moving day.  Ha. It was great.  The easiest move ever. Check me out with my feet up on moving day!

And then when we arrived at the new house and got ourselves settledd my husband turned to me and said – “Sweetheart, do you know which box the Apple tv is in?”. I gleefully pulled out the post-it notes I had collected from the garage, and promptly announced: “LR11!!” with a huge boastful/gloaty smile.  He replied: “Gosh you are an amazing woman!”.  We quickly connected to the internet (that I had arranged installation for weeks in advance)and were cozily catching up on our favourite documentary. *

We laughed and giggled, clinked our champagne glasses together, and smiled.  Life was good. **

Notes:

*I forgot to to order internet installation. So we didn’t have internet for about 3 days.  I’m the worst.

 

**Actually, I collected the post it notes from the garage and randomly jammed them into an ottoman as the movers were putting it into the truck.  I didn’t find the post-it notes until 3 days later.  When husband asked for them and I couldn’t find them he may have replied something along the lines of:  “You are a total bozo.”

Moral being – there is ALWAYS room for more process improvement – in ANY process.  Just imagine using this in a more formal way at the office and you can only imagine the reduction in stress, overtime, and rework!

Tell us about your favourite day-to-day process improvements especially moving @Whiteboardcons #movingisaprocess!

Until next time,

Nicole

(Process) Rules Are Made to Be Broken

rules

It’s true. Rules are made to be broken. Even in the world of Process Improvement.

“Wait, what?” you ask. “But Ruth, process improvement is all about rules and statistics and doing things the same way every time, yada yada yada. You’re contradicting the very foundation of what Whiteboard teaches!”

Ah, nothing is so black and white, grasshopper. Hear me out.

Process Improvement is Changing

In my process career I have witnessed and/or been part of many process improvement initiatives – big, small, fully funded and supported, done “off the corner of a desk”, successful, and unsuccessful.

The two things that made the difference between success and failure – in addition to the usuals of effective communication, engagement, and senior management commitment – were:

  1. Early evidence that the new methods work and are worth the effort, and
  2. The ability to be flexible and change your mind.

And this last one, flexibility, seems to be growing in importance. In fact, it also influences the first one – “evidence of success.”flexible

Traditional and, dare I say it, soon to become “old school” methodologies like Six Sigma and to some extent Lean, are based on strict methodologies that work really well in some organizations – usually those in a manufacturing or highly repetitive/operational industry. In other industries, particularly serviced-based, these methods have a more difficult time taking root. It’s not impossible, and there are many very successful examples – but it is harder.

It’s OK to Change Your Mind – Just Don’t Squirrel

When Nicole and I teach The Whiteboard Way©  to aspiring process-improvement practitioners, we are careful to point out the need to be flexible, and to change things along the way if they aren’t working. The ability to do this is refreshing to people who are often nervous about adopting a new method, or taking on “this process stuff.”

I recently did some strategic planning with a client – he was a little nervous about planning tactics for goals that were 12-24 months out. “Things can change, Ruth,” he said. And he was right. That’s why it’s important to have a plan and a process, and then if (when) things change you can make intentional decisions to veer away from or modify the plan. But – the modification is then intentional, not just because you saw a fun-looking squirrel and decided to run after it like the dog in the movie Up (love this clip: click here). Some people do this so frequently, that Nicole and I actually use “squirrelling” as a verb.

In the Four Disciplines of Execution, Sean Covey stresses the importance of using and tracking lead measures – those which you can influence and which drive the progress towards a goal – in the execution of a goal or strategy. His theory is that a “cadence of accountability” ensures that people develop the habit of reviewing their commitments and assessing whether those tactics (or lead measures) are making the progress they expected. If they’re not, then they change the tactics and the things they measure until it has the desired result. (Click to Tweet)

In the The Whiteboard Way© we teach the same principles. We combine traditional process improvement tools with modern theories about being flexible yet accountable, and we show how this approach generates increased engagement and better results.

Have you had success doing process improvement this way? Tell us about it!

Until next time,

Ruth.

How to Hire the Right Consultant

consultantSo you’ve decided you need a consultant, right? No? Not sure?

Well let’s tackle your decision before we get to the “how to hire the right consultant” question. Because actually, the decision of whether or not to hire a consultant is just as important to your overall satisfaction as is the hiring process itself. Click to Tweet

Many people experience angst when deciding whether to bring in outside expertise. After all, we consultants are right up there with lawyers in the ranks of professions who often get a bad rap. Therefore, we recommend you think about it like a business case: if you have a piece of important work that needs to be done, and either a) there is no one in your organization with the right skills to do it, or b) they aren’t available… then you need a consultant to help you. There’s just no way around it.

So now that’s taken care of. You need a consultant.

How then, do you go about finding one that won’t leave you feeling “shmoozed” and left with a bunch of expensive binders and documents that aren’t helpful and aren’t what you need?

Would it surprise you if I said it’s all in the process?

Well it’s true, and it’s really just a matter of asking and answering the right questions, in the right order.

consultant1

  1. Do you have a realistic budget? This may seem self-evident, but you’d be surprised. Some organizations agree they have a budget but haven’t decided on exactly how much. Then, when they finally map out the work they want done, they find they can’t afford it. So first consider the budget. Then when you get to scoping and hiring, your expectations will be aligned with your budget.
  2. Have you decided whether you need Advice or Implementation? The distinction is important. Are you looking for a person(s) who can do a review and provide you with considered advice and best practices for comparison? Or do you already have a clear idea of what you want to do, and therefore you simply need someone to confirm your thoughts and then execute on the strategy? Perhaps you need both, and that’s fine – just remember they are very different skill sets.
  3. Have you clearly defined the outcomes you expect and the timelines in which you expect them? It’s dangerous to be vague in this area, and yet so tempting. We have read many proposal documents that ask for “high level plans” and completion “in the fourth quarter”. (By the way, good consultants will clarify these things via a scoping conversation.)
  4. Have you written a fantastic proposal? Many proposals are dozens of pages long depending on the industry and the sector. Most of them have a “core” section that describes the environment, the challenge, and the expectations as clearly as possible. The better this section is set out, the better the quality of responses you will get from potential consultants.
  5. Are you interviewing more than one candidate? Whether you are in the public sector and required to interview at least three, or in the private sector and can hire whomever you like, it’s important to keep your options open. Why? Because at the very least you will be able to determine a personality fit (which is a key to a successful relationship), and at best you will hear about potential approaches that you never even considered.
  6. Have you set out some on-going support and touch-points for the consultant once they start? It’s often the case that there is a kickoff meeting, a few introductions are made, and the consultant is then left to fend for him/herself. If you can provide a single-point-of-contact for them, set up a few touchpoint meetings in advance, and show your interest and support throughout (even if you assign the oversight to someone else), it goes a long way to building that trusting relationship, which is likely to make the consultant go that extra mile to make sure you’re happy (even delighted!).

We’d love to hear about your “consultant hiring” experiences. Please feel free to comment below, or Tweet us @whiteboardcons!

Until next time,

Ruth.