From contact to contract-that’s a key time to diagnose

All of us who have studied and taught organizational diagnosis know a plethora of diagnostic models. But diagnosis should begin before the work itself actually starts and this post is geared to pointing out what we should be looking at in the very initial stage between contact and contract.

Paying close attention to what we learn about the client in this period of time often provides the context and direction for the diagnosis and intervention.

Here are five things worth noting.

1-Misplaced/wrong expectations about the nature of OD

  • Clients may overly define the scope of work and expected measurable “deliverables”, forcing you commit to something you know nothing about.

2-The ideological/religious nature of the corporate creed

  • Clients who lecture you about the corporate culture and ask you ensure that your work will reinforce the Holy Grail.

3-Lack of respect

  • Clients who cancel initial meetings again and again, often at the last minute, yet demand total flexibility on your part.

4-Do they want to change, or do they want to “use and throw away”

  • Clients who milk you for long and detailed proposals, again and again , with a very aggressive time schedule and then make you hurry up and wait for an answer.

5-Accessibility to key information; stakeholder analysis

  • Clients who block access to senior management before HR puts a stamp of approval on your forehead.

I do a lot of supervision with consultants who seek guidance when projects go astray. One of my first areas of inquires is “tell me about the very beginning”. Alas, often it’s all there from day one. And acting right from day one saves a lot of heartache.

Recently, I was asked to do merger and integration work. In our initial meeting, the CEO asked me what “model” I use, and if I could finish it all “in 6 weeks”. That was all I needed to start work.

So remember, work starts with the first call, and if you act appropriately at this stage, the chance of success increases.

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On Managing Lower Back Pain and Organizational Response to Crisis

 Five weeks ago, I was getting dressed to go to a weekly lecture at a History Club which I attend; as I tightened my belt, I strained my lower back. I was totally unable to move for 4 days, and now, five weeks later, I am on my feet and doing most things again, with the pain lessening slowly as time goes by.

This has been a  hard period because despite the fact that I am fit, getting back “up to speed” is so hard, although I have been exercising for decades. The learning process of managing this back pain is no less painful than the back ache itself!

The goal of this short post is to reflect about the process of my learning about managing back pain and organizational response to crisis. This post is meant as a metaphor.

Very quickly I learnt that lower back pain is a mass of symptoms with many (but no clear) cause. There is no real model of what treatment works and what does not. Sometimes walking helps, sometimes walking  hurts; sometimes rest helps, sometimes rest makes things worse. Sometimes it pays off to be mindful of the pain and sometimes it pays off to be distracted.

And symptoms do need to be treated, especially since the problem is nothing but a mass of symptoms. The term “just a symptom” makes no sense in treating back pain. A symptom is not a “just”. The problem has no root cause, but the symptoms are very real.

Treating back pain involves a certain degree of acceptance, a mindset of humility, many eclectic concepts and tools, some rigour and a flexible plan, which changes but does not overly waver. And patience is critical. . (I must admit that I am a very, very impatient person).

Now I look at the way that organizations respond to their pain: diagnosing root cause, changes of structure, engagement plans, new IT based processes, axing people and process clarity. Even when organizations respond with “agility”, they do so rigidly with agile theories and routines.

In organizations, those in charge KNOW what needs to be done. They project clear goals and vision. When things do not work, people/things are blamed because there is a need to prove the “fix it” plan is right.

The essence of my reflection is that while organizations are not individuals and this post is “just a metaphor”, I think that eclecticism, humility,  balancing the  polarity between plan & improvisation have a hell of a lot to bring to the table. And maybe positive changes in organizations come from a lot of little things being adjusted.

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Why internal OD departments are often unable to drive relevant changes? (The chicken shit brigade)

Just last week, I was called to a meeting with a CEO who wanted to discuss the ramifications of “being forced to unionize”. The internal OD department in this very same organization was deploying 360 degree feedback at the level of junior supervisors, which was as relevant as chiropractic treatment for a corpse.

This CEO’s HR department employs 4 OD consultants, all of whom are irrelevant in dealing with the strategic organizational issues at hand. Instead of being relevant, they are dealing with chicken shit.  Why is this so characteristic of internal OD departments? In this post, I will try to make sense of this matter.

Large, bureaucratic government organizations, public utilities and veteran conglomerates develop internal OD department as they age ungracefully simplifying “organizing” into a set of processes and products which can be “administered” by what the Russian and Israelis armies both call a “politruk,” that is a political commissar, serving warm corporate lemonade, or providing soft skills to middle management.

These OD departments generally report into HR, which saves costs. Because of the growing anxiety of HR management about HR’s positioning, not rocking the boat becomes a dominant element of HR strategy. And nowhere is this conservative stance more apparent than in an internal OD department. Instead of positioning internal OD to be be strategic drivers of change, the emphasis is placed on delivering and administering regime goodies cooked up by the company kitchen. This breeds phenomenal cynicism and lack of trust.

Internal OD departments generally implement such routine tasks as the administration of surveys, and packaged training for middle management, commission outdoor training or perhaps force feed “engagement”, whatever the hell that means. As Levis Madore points out in comments section below, “castrated internal OD functions quickly become eunuchs who pose no danger to the executive levels as they proceed to (administer) cutbacks in the HR department which gradually (are)  transformed into process boxes with mere transactional tasks (to perform).”

The internal OD departments control access of junior external OD  consultants to the company. Very often when there is a budget to hire externals, they hire OD technicians who are controllable, inexpensive and slavishly  loyal. 

As a result, more experienced OD consultants are often commissioned directly by very senior managers, who ask these senior externals to “work in coordination” with the internals, or more often ignore them. Both scenarios are often ugly.

When does an organization need an external OD consultant? In my mind, the answer is counter-intuitive. A skilled internal OD consultant (not an OD product hack or what the Chinese call a barefoot doctor 赤脚医) is needed in the initial formative stage. That’s where organizations can get the bang for the buck, especially in organizational design.

However, very often start-ups in their formative stage commission external OD workdue to high cost, and end up “bringing the OD work inside”, after due castration by the HR manager, who may have been a senior admin or office clerk at the very beginning.

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The inspiring  politruk

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The perfect storm: The fearful HR clerk and the OD brush salesman (totally revised)

In my previous very widely read post, I described the imperfect nature of the OD intervention. In that post, I explain that OD interventions cannot be perfect. Organizations themselves are very imperfect. Once the human race started organizing and we all  became dependant on one another, there is severe anxiety built into the very essence of organizing, and all forms of organizations. This anxiety is not soluble nor does OD  “deliver” solutions to this inherent anxiety.

The goal of this post is to link these imperfect OD interventions to what is happening to HR, which often commissions external OD interventions.

The positioning of HR organizations is in a state of drastic decline. HR domain has been cannibalized by IT technology, Legal Departments as well as by the declining perceived value of the resource that HR represents, i.e. people and their loyalty/satisfaction.

As a result of HR’s speedy and painful demise, the anxiety level of the remaining HR executives is sky high. Management and peers of HR constantly “question the value” of HR, as illustrated in the satiric HR Gloria blog. Like a third rate politician frightened by plummeting rating, HR becomes motivated by fear.

There is a still a group of HR managers, mainly (but not only) in their 40s +, who stand their ground and do an admirable job in this hostile environment. However there is also a younger set of HR managers , transactional technicians,  who accept that the HR consists of sycophancy to the regime  (obsequious flattery) and transactional efficiency. These HR technicians guard their position by “apparent effectiveness” and wow-wowing, i.e., organizational cheer leading.

At the meeting point between the imperfect world of OD interventions and the anxiety of transactional HR technicians, the perfect storm occurs.The OD practitioners can only commit to a process that questions the regime’s assumptions, and the HR technician deals with its own anxiety by wow wowing and cheer leading.

The result of the perfect storm is that the type of OD intervention which is chosen by HR is aligned with the fear level of HR and not the needs of the organization. The OD “vendor” must ensure that the intervention is fun, measure-able, and creates a wow buzz. Luckily for HR, there are many OD hacks who have morphed into doing this shit.

Just to provide a small example. Recently I received a call from the HR manager of a company which had recently been acquired. The call went like this, “Hi this is Dorit speaking. I am the HR manager of XXX, which has recently been purchased by YYY. Do you have an “engagement package” for technical staff. And how much does it cost?. I need this by 2 pm”.

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Why engagement and training programs fail to deal with a no can do attitude

There are organizations and units where “no can do” is a frequent behaviour of employees and lower levels of management. No can do is undue pessimism, foot dragging and a passive attitude.

Upon encountering such behaviour, senior management gets all upset and may demand “engagement” programs from the ever so perky HR department, as well as pressure middle management to assume responsibility.

Consultants may diagnose no can do-ism as  lack of engagement and then prescribe engagement or managerial training or even coaching, reminding me of doctors looking at something they do not understand by labelling it a virus caused by stress and tell patients to live a less stressful life style.

Can’t do-ism, however, in many cases is a positive adaptive defence mechanism on the part of employees.Unless recognized as such, it cannot be properly addressed.

Here are examples where a no-can-do attitude actually pays off!

1-an organizational culture in which people are pushed to over commit, and then blamed for delays.  This is very prominent in software, sales and cut throat competitive domains.

2-a culture where constraints to aggressive timetables/goals are negotiated (in the sense of bargaining) ,not discussed. This can be prominent in software, in goal setting, and with certain societies which tend to negotiate instead of discuss.

3-a culture where there is a severe work life imbalance and employees perceive a need to “hide” (pad) from management, because where there is no such thing as priority management, and everything is urgent.

As such, no-can-do is a survival reflex of an abused employee to a dysfunctional organization.

In my experience, all engagement programs, talent management and training efforts that “throw skills” and wow wow (cheerleader) when dealing with no-can-do are doomed, because they see no-can-do attitude through the biased eyes of management.

In worst case scenarios, there is a ready made training/coaching product that is “applied”  to make a fast buck which also helps someone internally look good for rapid action to deal with this no can do  `virus`.

No can do is a severe and hard to diagnose dysfunction which cannot be picked up at a proper resolution via organizational surveys or cured via engagement programs. However when diagnosed qualitatively and without a management bias, there are many positive steps which can be taken to reverse the situation, none of which have anything to do with engagement.

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OD as contrarian

Because of commercial interests, a desire for more business alignment, and loss of direction, OD practitioners have both promulgated and actively jumped on the bandwagon of passing fads and fashions. TQM, Re-engineering, Excellence, Knowledge Management, Engagement are a few examples of these “short affairs”.

More recently, as organizations mechanized work flow and cooperation, having eliminated the need for intelligence (!) via IT driven business processes, OD practitioners clipped a coupon with a wide variety of products geared at lessening resistance and driving the change.

Big bucks have been made by “serving the mainstream” and avoiding the role of contrarian when confronting new fads.

Yet one by one, the fads die and are replaced by new fads, and practitioners find themselves preaching, retreating and then preaching a new fad, taking a huge hit on their professional credibility.

I have always looked at my role as a contrarian. Part of this is no doubt due to my personality, which is indeed critical and skeptical. (I am also a non-believer and avoid rigid religious beliefs of all kind, theological or organizational).

Yet being a contrarian is not only a function of personality. I think that contrarianism should be a major ventricle in the heart of OD.

This is not about criticizing everything or being anti for its own sake; rather it is a set of assumptions which may look like:

  • How can/will this new system be “outsmarted?” What does this mean?
  • Where is the arrogance behind this new belief or fad? How can I unmask it?
  • Whose interests are being served and whose interests are being compromised? Why? What does this mean?
  • What underlying dynamics are being ignored and created? What can be done with this?

And I can go on and on. Contrarianism is a sanity check on excessive  “beliefs”.

Few HR departments want this type of input from an OD consultant, and when internal OD departments are created to save costs, the first thing that is compromised is critical thought.

Yet contrarianism is an approach that senior management both wants and needs. If you want to look in the mirror and be proud of the value of OD, re consider learning to be a contrarian.

Notice the term: approach not product. You need a lot of experience to do it well, and it is not scalable.

For commercial reasons, for every contrarian OD consultant, there are a hundred consultants looking for new fads to support. To be a contrarian, you do not need to be an altruist, but you aren’t going to be rich.

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How to explain “face saving” to a Western Executive

The concept of “face” and “face saving” do exist in Western Cultures, although it is far less prominent, salient and discernible in the business domain than it is in Asia.

When I consult executives who are about to/have just assumed a role in Asia, one of the first things I address are the behaviours deriving from the concept of face. Unlike many consultants, I begin by giving examples of face in the Western world.

For example-

1) Your aging father calls you in the morning and ask you, “how are you feeling, sonny boy?” The “truth” is that you are very worried about an income tax issue, and you have a severe headache. Yet you answer “fine Dad, and how are you”. You want to save your father from feeling uncomfortable.

Preventing people from feeling uncomfortable is a key aspect of face saving; the Thais call this type of face saving “kleng jai” (deferential heart).

2) Your partner asks you “how do I look in this new dress”. The “truth” is that you are very busy with other issues and clothes are not your thing. “Great, darling”, is your answer. You prefer harmony to telling her “I am not the person to ask, and this is not the right moment”.

The preference of harmony to conflict is another component of face saving.

3) You tell a visiting colleague, Igor from Russia, “Why don’t you come by and visit next time you are in the States?” You have no intention to ever follow through on that, but you want to make Igor feel good.

Imparting a good feeling without any intent to follow through with action is another element of face saving.

4) You compete for a tender and loose. You pick up the phone, call your lost potential client, and “thank” him for giving you and chance and wish him “success”. You avoid telling “truth” because civility, not truth, serves the relationship.

Civility at all costs is another major component of face saving.

Face and face saving exists all over the world. In Asia, the use of face saving behaviours in business is overwhelmingly dominant, yet there is nothing that does exist, mutatis mutandis, in the west.

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Misuse of feedback in the global organization

OD and change consultants who want to remain relevant would be wise to  stop drinking academia’s warmed over cool aid, check their western biases, step away from force feeding western values when inappropriate, and get real. Want an example? Let’s look at the feedback loop’s appropriateness to the global organization.

Feedback is one of the building blocks that OD introduced into organizations. Feedback consists of information about an organization, a group and an individual which is “recycled” to provide a basis for assessment, reflection and as a basis for corrective action.

OD’s toolkit and values froze over a long time ago, whilst organizations globalized their configuration.  The blanket misuse of feedback in global organizations is an example at hand. There is a need to align the feedback loop to the huge cultural variance that exists in the global workplace, which is what I will do in the post.

Let’s look at some cultural variance in the global workforce.

  1. In some cultures, it is easy to talk about the future, but if the past is discussed, there is/may be a  loss of face.
  2. In some cultures, corrective action may be more effective if positioned as adaptive change,without use of explicit lessons learned from the past.
  3. In some cultures, direct and authentic feedback of any kind is seen as extraordinarily rude.
  4. In some cultures, the essence of leadership is to “protect employees by assuming responsibility for their errors” and keeping it all hush hush.

Clearly, the existing feedback loop with all its western biases, must be retooled for the global organization.

As we align organizational design and development to a global configuration, here are a few components worth developing.

1. Develop and legitimize opaque communication tools that allude to the past in order to plan corrective action.

2. Develop and legitimize indirect and “back door” feedback so as not to cause any perceived discomfort whatsoever, yet enable change.

3.Develop a contingency feedback model that allows a legitimate trade off between the feedback and the perceived harmony of relationships.

4. Budget much longer time cycles for giving feedback so as to allow face saving.

Have you ever attended an OD conference that put this issue on the table? Have you read a text book that focuses on western OD’s irrelevance? Of course not, global organizations are side shows which challenge the dominant western bias of OD. And there is a power elite that keeps it this way.  

Follow me @AllonShevat

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The OD “House of Lords”- is a crumbling palace

Because of the Western bias of Organization Development, OD’s concepts, values and tools are inappropriate to many issues impacting global organizations. As a matter of fact, OD is biased in action and behaves with the same intolerance which gave birth to OD’s creation.

Text books, articles and web sites dedicated to OD ignore the irrelevancy of the OD profession to problems of global organizing.  Even OD conferences pay only minor lip service to the crushing need to develop OD’s relevance.

Written material and conferences recycle the same traditional old crap repackaged in new slogans. Alternatively, folks reminisce about the good old days… the good old days when white liberal UK and US based males established the OD profession which the next generation inherited and then “froze” OD’s design. The world changed and OD stayed put, except for the moronic design of OD products, whose goal was to make money, not further OD’s cause.

There is a wonderful expression in Chinese 哑巴吃饺子,心里有数 which means “When a mute person eats some dumplings, he knows how many he has eaten, albeit he cannot speak. In other words, people know things that they do not or cannot express.

OD practitioners know how much irrelevance is bombarded at them by the old guard, they just do not speak up. Why? Because the old guard controls the keys to the palace. The palace may be crumbling, but they have the keys…the keys to keynotes, the key to publications, the keys to budgets-because they sit in the House of Lords.

OD conferences are good for networking and PR, but little else. In other words, we all know that besides networking, conferences have minimal value. New content is not provided, but no one says anything. Few OD books really innovate anything new, except new tools for a crumbling paradigm.

The old OD guard is trying to ensure that OD stays at it is. At most, practitioners need “some cultural skills”, mumble the Lords. Nonsense, claims this author. It is OD itself that needs to be modified. In the domain of global OD, the present elite needs to listen, not preach, read and not write. They are not ready.

Imagine that the Lords of OD stopped perfuming the pig and dedicated a conference, or a book, to examine how to make OD relevant in global organizations.

Could you imagine a book, or OD conference on these 5 subject?

1) Root Canal 101: Breaking Away from the Founding Fathers

Since organizational reality has changed radically since OD’s founding fathers first murmured their ideas, OD can become relevant when its tools are not biased. The profession must be realigned around global organizing.

2) Organization diagnosis in discrete and face saving cultures

3) A culturally contingent role of OD Consultant:

Expert, Mediator, Enabler, Masked Executive

4) Retooling OD:

What are the alternatives to free flowing team interventions,”conflict management” and ways and means of by-passing the need for direct communication, and how to do OD “offstage”.

5) Managing the Major Polarities in Global OD

-openness and discretion

-involvement and stability

-respect and change

-ascription and achievement

The OD power elite in OD does not have a clue about these topics so they shut these topics down. So the voices of those of us who advocate the globalization of OD are expressed mainly in avant guard blogs like this.

 

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Challenging your clients’ belief system

When practised as a professional service, Organization Development challenges clients’ belief systems in the everyday course of work.

Every OD practitioner develops skills on how to do this ghastly task effectively, unless he/she has morphed into a moronic mode of “how to merge a company in 3 easy steps”.

This post relates to several aspects about how to go about challenging a clients’ belief system more effectively.

     1 Build a caring relationship with your client.

I am not an easy person with whom to work.  I “speak truth to power”, I am very direct and as I come armed with lots of miles/kilometres on the road, it is hard to push aside my arguments. I challenge my clients all the time.

But my clients know I care. I am not talking about social media caring.  I am talking about really being compassionate. And each of my client feel justly feel that I truly care about them personally and their success.

All this serves as a safety net, so when I challenge their beliefs, they know I with them, on their side.

     2 Understand the view point of your client, as he sees things.

Harping on one’s exclusive narrative leads to narrow-mindedness and righteousness and the inability to have impact on another’s’ belief system. Look at reality as your client does.

When I began my career, I worked for in the hotel industry. In each hotel and department, I would work with the staff and managers on all the shortcomings that need to be corrected. Staff and managers taught me that many problems disappear when certain guests/nationalities leave the hotel.  At the beginning, I labelled that as “defensive behaviour”. I was dead wrong. Until I understood that point of view and internalized it, I did not understand that industry, and they knew it.

The key is empathizing, not merely listening and yes-but consulting behaviour. Once you empathize with the others’ belief system, there is more intimate discussion and fewer pissing contests, which often characterize the  ineffective challenging of a belief system.

     3 There are some things that are best left unsaid.

There are plenty of incorrect client belief systems that are not going to be changed. Because of human nature, or the nature of each specific industry or whatever.

So pick your battles; leave things unsaid when change is impossible. If you focus on something that is very important but unchangeable, you spread the change effort too thin. Focus only on what can be changed.

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