(I guess it took speaking at ASTD to make me accountable to finish out this series. In case you’re new to my blog, check out parts I, II, and III first -- or you can just start here... For those of you craving my slides from my talk -- sorry, can’t share them -- I hit on many of the high points from the middle section, ID vs. OD in this post!)If it’s true that no one wants to grow up and become an instructional designer or a facilitator, even grown-ups feel uneasy about becoming consultants. Consultants struck me as inauthentic program-pushers who responded with a canned line as soon as the last syllable left your lips. Imagine, then, my worry when I actually became one.Once I overcame my gag reflex and accepted my new lot in life, I realized that, actually, consultants at Google were actually quite cool and I had, unfortunately, previously been exposed to scores of the bad kind.Not you, of course. Other consultants.Yet as I explored this ID vs. OD debate, it became clear that while there are many skills today’s ID must develop to stay relevant, there is one that is above all else. I believe in this particular skill so much that I volunteer my own time to teach it to our facilitators from the business and other Googlers in my broader group. But I value it more than that. I just launched a part-time apprenticeship program to develop this skill in eight of my peers. That’s right -- I’m building a bridge between my team’s work and the work of other folks in the learning function. Yes, friends. I’m talking about developing a consulting mindset.WHY, you ask, should I care about this skill? Not only will this a consulting mindset help you better serve your learners and bring a greater return to the business, it will make your work more exciting, engaging, and challenging and might open doors to many careers, both in this field and beyond. It seems so simple, yet so few people focus on this. Seriously.Why is this so difficult? It’s difficult because the skills that are required to be a good consultant fly in the face of many skills that are rewarded and upheld as the most important skills to have! Let’s look at six ways that you can develop the consulting mindset:Goal: Abandon the problem-solver mindset.
Solving problems is one of my favorite things to do. If I take any sort of strengths assessment, something around problem-solving (restorative on SF 2.0, for example) comes up. If I’m sitting across the table from someone who is experiencing a challenge on his team, my instinct is to start suggesting answers. I want to solve his problem for him!This is incredibly unproductive. The next time this person has a problem, I won’t be there. And it’s the same for you. If a learner or a partner in the business has a challenge, you will not always be there to solve it. And -- trust me -- you probably don’t want to be there.How do I do this?
- When you realize that you are slipping into problem-solving mode, acknowledge it. “Wow, I’m going into problem solving mode. I need to focus on the question I’m asking instead of the answer.” Whether you do this out loud or in your head is up to you.
- When I slip into this, I have to jolt myself out with something physical. Say I’m taking notes as someone is talking. I will actually write down “Stop solving problems, Sarah!” or “Listen and stop solving” over and over. Yes, I realize it might come across as a bit mental. But I have found that writing things down keeps it front-of-mind and doesn’t let me slip into my bad behaviors.
- Still can’t crack it? If abandoning that problem-solving urge is still hard, reframe it so that the problem you need to solve is figuring out what the person across the table is thinking, feeling, or needing. Be curious and stay engaged with him or her. Challenge yourself to find the next answer or to go a level deeper.
Goal: Let your expertise go.
One of the shifts into a leadership role for some people is realizing that your expertise is not the only thing that matters anymore. Oh no Sarah, you might think. Our leaders MUST be experts! Maybe you’re right (and that’s a topic for a future post), but today’s leader must be more nuanced and walk a balance between two black and white options.Not a CLO? No problem! You can practice by marshalling your expertise by deploying it in a more nuanced way -- only offer it when the situation or your learner would benefit from it!How do I do that?
- Recognize what other tools you have to use. Is it best to share a piece of knowledge right now or better to ask someone else what they think? It’s important to think of your goal for a particular meeting, course, etc. When in doubt, look to cultivate that knowledge in others first.
- If you feel the need to share expertise, ask yourself, Why do I feel that I need to be an expert right now? What do I lose by sharing what I think? Get personal and reflect.
Change your language.
Language is a powerful ally as you shift to a consulting mindset. The same message delivered with different words might be received in very different ways. How do I do that?
Ask better questions! Here are my favorites:
- “Why?” If you ask nothing else, ask why. Ask it in a respectful way -- if you are at all flippant, they’ll know. Nothing beats genuine curiosity.
- “Tell me more about x/I’m curious to hear more about...” Again, don’t use the word curious if you’re not actually curious.
- “So I’m hearing you say... Reframing is a key piece of this mindset. This is something we’ve all learned at some point, but it amazes me how rarely people pause to make sure they’ve captured something properly. It is far more exciting to race ahead but we must be disciplined to make sure we hear what was shared and not what we wanted to hear.
- “When you say Z, what do you mean?” Be precise with language. Do not assume that what you hear is what the person means. For example, if someone throws out a word like leadership or innovation, I want to dig in to see what that actually means instead of applying my own filter. It has amazed me how even within my own team definitions for these terms vary wildly. This alone can uncover why you might be facing challenges.
- “That is really interesting/funny/odd. I’m really interested in focusing on Y.” The most challenging piece of listening is letting people say what they want while getting the information you need. Learn how to respectfully acknowledge something and then redirect the conversation. How do you lead a discussion without saying very much? More on this in a moment
- “What’s your goal/ideal outcome?” In his book, Getting More, Stuart Diamond says it best -- in negotiation, you waste time by sharing what you think. You know what your goal is -- you need to learn what the goal or outcome is for the other person.
- “What would that look like/How would you know you have achieved it?” Don’t assume you know what success looks like for someone else. Try not to apply your own biases and instead open yourself to someone else’s measurements, metrics, or signals of success.
Ask the right question at the right time.
It’s a conversation, people. It’s not an interview. I think I’m the only person I know who loves being interviewed as much as interviewing (side note: I love dissecting what people ask and then stealing great ideas!), so I have to remember to keep it casual and not become an interrogator! Focus on the right question for the right time and this will go swimmingly. Ask the wrong question? Watch out -- you’ll be in the weeds.How do I do that?
- Struggling to get someone to open up? Start with easy questions -- the “technical” domain is always a great place to start.
- Avoid close-ended questions like the plague. We know this, but we still do it!
- Avoid asking more than one question at a time. It’s paralyzing.
- My shortcut formula for questions: They start with “how” or “why” and are eight words or less.
Observe, observe, observe.
This is nothing new -- so why aren’t you doing it? I’m so amazed when I watch people plow through a meeting agenda or a discussion and they don’t realize that people are uncomfortable! So many times what is unsaid is as or more important than what is said! Dual-processing (content + body language) is hard for some people -- so if it doesn’t come naturally to you, consider some short-cuts.How do I do that?
- Get to know the baseline. This is easy to do with people we work with every day, but much harder when you meet with a learner for 30 minutes. I can get a baseline in 2 minutes by doing my homework and learning a few simple things about someone. Think small talk is overrated? It’s where you get your baseline data.
- Say what you (and everyone else) are thinking out loud. “I’m wondering if this is making you uncomfortable. Did I say something that didn’t resonate?” or “I feel like the energy has left the classroom. Is anyone else feeling this?”
- Observe yourself. How do you react under stress? How do you react when you’re joyful? Experience those emotions and see how others react to you!
Reflect often.
I spend a fair amount of my time working with facilitators who have day-jobs (writing code, for example). What is the most important thing I can teach them? It’s reflection. I’m not always there with them -- how are they monitoring themselves? How do they know they’re out of their comfort zone? How would you know?How do I do that?
- Take 2 minutes to reflect after every conversation, course, interaction, etc.. I call it 2+2 -- two things that went well, two things for improvement. Then pick one to focus on next time. Yes, only one.
- Ask for feedback from others. Reflect together. Make this a part of your meetings, your trainings, and any other aspect of your life.
Phew.It sounds like a lot to develop, doesn’t it? But let me remind you -- moving towards this mindset is better for your learners and your business, not to mention YOU! Not only has switching to this mindset made me calmer and more focused on listening to my learners instead of proving myself, I have been amazed at how much more others are willing to share, to listen, and to open up to me -- and that’s pretty important in my role! It’s changed the way I approach conflict and has improved friendships and family relationships.It’s not a silver bullet (don’t worry -- this series isn’t quite over!), but it is a critical skill. Developing this mindset forces you out of the black and white and teaches you how to think about and tackle the grey. How have you developed a consulting mindset? What has worked for you? What do you think I’m missing here? Cheers,
Sarah