Help! I need to get some perspective….

At a recent professional networking event, I found myself in conversation with a business owner and tech entrepreneur. As I was describing my work, he suddenly asked, “Do you mentor your clients, because my business partner and I could use some help?”

perspective-35266_640I was somewhat surprised by the question, because although I see my role primarily as a business consultant and coach, it hadn’t occurred to me that what I did included mentoring, even though it’s probably in the mix of services and support I offer. And from experience, working with business partners can sometimes be likened to relationship counselling….

To be clear, though, I see that there are distinct differences between consulting, coaching, mentoring and counselling – even though the boundaries may at times be blurred.*

The one thing I believe they have in common is that they each bring external perspective, especially when there may be a need for fresh thinking, such as a new take on current processes, or simply a circuit breaker when businesses get in a rut or hit a road block.

Here’s what I regard as the essential and unique qualities of each of these roles:

Consultant

At its simplest, consulting can be described as initiating the dialogue between an organization and itself. When it concerns a review of ongoing operations, or a strategic initiative, most organisations call in consultants because they want an outsider’s view – not because they don’t know what they are doing, or can’t think for themselves.

As external consultants, we have the privilege to be invited into a client’s organisation; and our obligation to the client is to tell them what we really think, not what we think they want to hear. Our purpose is to capture the relevant information and “play it back” to the client to make sure we have understood what we have heard, whilst adding our honest interpretation of the data, along with some informed recommendations for action (which, of course, the client is free to disregard).

Our key contribution is to highlight inconsistencies or ambiguity in the data, to ensure that the client has considered all possible options, and to point out relevant external factors that the client may not be aware of. Above all, as a consultant I try to bring insights as well as perspective – what one person I have worked with described as “pure gold”.

Coach

The most effective coaches are those who can help clients identify specific goals, the steps required to achieve them, and then support them through the process. While business coaches can work with groups or teams, they are more suited to one-on-one relationships, to ensure they are keeping the client accountable for their own progress.

Many business coaches see their primary role as helping the client develop a strategic plan, and then making sure they stick to it, sometimes by telling them what to do. Whereas executive coaches may hone in on a particular aspect of an individual’s performance, to sharpen their skills and to make them more effective in their role; or in the case of a career coach, help them achieve a career change.

In some cases, a coach is similar to an instructor, and aims to help the client improve a skill or competency in pursuit of better outcomes and results. As a coach, I know the best work I do is when I get feedback like, “You’ve helped us to do in three weeks what it would have taken us three months!”

Mentor

Mentoring is mainly about helping the client to become the person they aspire to be. More so than coaching, mentoring is most effective in a one-on-one relationship, and unlike coaching may not be linked to specific or time-based goals. A mentor may bring deep domain knowledge and experience, but doesn’t instruct the client or tell them what to do. Instead, a mentor may ask, “So, what are you going to do about it?” when the client raises an issue or a problem.

While a coach may focus on “doing”, a mentor may be seen as helping to develop certain behaviours or attitudes. Although the mentor is also there to provide some external perspective, in some ways their role is to hold up a mirror so that the client can reflect on what they (and others) can see.

In some situations, a mentor can provide a role model, so long as this is not about following someone we admire, and more about self leadership. More importantly, a mentor can act as an advocate, which is significant for entrepreneurs, business owners, CEO’s and senior executives, for whom it can be “lonely at the top”.

The best mentoring probably happens when the “process” is invisible – and the dialogue happens in the moment. I know from experience that my role as a mentor has had most impact when I hear my words or ideas being expressed by others – not as plagiarism, flattery, imitation or even sycophancy, but because the mentee has taken on board what I have said, and made it their own.

Counsellor

Counselling could be defined as the dialogue around change and transformation, although it is different to mentoring in that it can address cognitive perspectives, as well as behavioral issues.

We are familiar with the role of change managers, but without engaging the organisation on the need for change, their work can become process-driven (and a thankless task). It’s much better to foster an open dialogue about the broader context and opportunity for change, which can open up new possibilities for transformation. Ideally, this approach can take some of the fear out of the change program, as well as creating a sustainable change model.

I have known some managers to use counselling techniques to resolve operational issues within their teams, because it can be an effective way to get to the bottom of a problem without apportioning blame and without being judgemental.

Counselling can cross the line into “giving advice”, which is not always helpful if clients are not receptive, or if it means clients don’t learn to think or decide for themselves. I once trained and worked as a counsellor in helping people resolve personal, employment, financial and legal problems. The key requirements of the role were helping the client to see that there may be a number of different solutions (without telling them which one to choose), and to uncover the underlying issues (rather than dealing only with the presenting problem).

The best counselling provides clients with a sense of empowerment, backed by a clear understanding of their responsibilities, and an appreciation for the consequences of choosing one course of action over another.

Putting it all together

As mentioned earlier, despite their differences, the roles of consultant, coach, mentor and counsellor can overlap – and there’s nothing wrong with this, as long as practitioners and their clients understand when and how the positions may alternate between one state and the next. Ultimately, it will depend on both the circumstances of the situation, and what is appropriate to the clients’ needs.

 

Note:

* There is a particular tendency to use the terms “coach” and “mentor” interchangeably, even though they are quite separate. For a good summary of the differences, see this recent article.

How Can I Help?

My purpose in launching this blog was to develop a personal brand, to engage with an audience, and to provide a platform for my ideas and interests, especially in respect to navigating the “information age”.

At the risk of self-aggrandizement, I’d like to think that this blog is helpful, informative and even entertaining. After two years of blogging, I have a sizeable and regular audience, my content gets shared and commented on by numerous readers, and key articles continue to be read many months after publication. (Two of the most popular articles in 2014 were actually published in early 2013.)

Several of my core followers have mentioned why they enjoy my blog, and these are some of their reasons:

  1. The content is original and well written
  2. The articles make them think about things in new ways
  3. I write about novel ideas
  4. My thinking reveals hitherto hidden or less obvious connections
  5. I’m never afraid to state my opinion

Which all suggest to me that they derive value from my analysis and conclusions.

So, my offer of help is this: If you would like access to this creative process, either in support of a specific business opportunity, or to address a strategic issue you face, or simply to help with your own content development, please get in touch via this blog or direct by e-mail. In return, I will provide you with an initial assessment of the issues as I see them, and an outline solution, at no obligation. It’s simply my way of saying “thank you” to everyone who has made an effort to engage with Content in Context.

 

2015 – A Year for Optimism?

After a very challenging 2014, I am trying to face 2015 with a spirit of renewed rationalism and optimism. It won’t be easy, but if we can remain true to our real purpose, and (re)-connect with those things that bring us a sense of joy with the world, maybe we can get through it together. Now, more than ever, we need a Chief Rational Optimist

 

Understanding the sales people you need…. and when!

SalesSales people come in all shapes and sizes. Some sales people are really adept at only one style of selling; others can adapt according to circumstances.

Based on my experiences there are four main types, organised along two axes: Transactional to Relationship-based client conversations; and  Tactical or Strategic sales techniques.

The Ambulance Chasers take their cue from personal injury lawyers who literally follow the stretcher into the emergency room. These sales people are almost entirely reactive, and only ever think about the next “chase”. They are less interested in building client relationships, and more focused on how much they can get from a single sale. Such sales people can often be relied upon to achieve short-term sales targets, but they don’t necessarily generate a lot of repeat business. If they develop a good nose for where more opportunities may be found, and if they can engage in more systematic sales planning, they may be able to transition into the Tree Shaker.

Tree Shakers are skilled in tapping into existing networks and markets, and uncovering latent opportunities – at times it’s simply a question of knowing how to harvest the low hanging fruit, at others it’s knowing when to dig deeper into an established client account. These sales people can usually find an extra sale or two when their colleagues might have given up – but beware of Tree Shakers who are really sand baggers, holding back those deals for when they really need them.

A skilled Tree Shaker or even an experienced Ambulance Chaser will know that leveraging industry contacts can help them get to more opportunities – but in order to cultivate deep client relationships that yield returns time after time, or to build long-term pipeline potential, you really need strong Networkers. These sales people play the long game (not always helpful when short-term sales goal need to be met….) because they know that having a strong strategic plan and resilient relationship skills will pay off in the end. Networkers are great at leading by example when it comes to account management and updating the CRM system – but they can infuriate if they become too reliant on too few contacts. (Tip: check their expense reports to see if they are having coffee with the same people every month…)

However, the type of sales people who can leave all others in their wake are the Rainmakers – those that can literally conjure something up out of nothing. At times, the Rainmaker may appear to be totally opportunistic – pulling a rabbit from a hat just when it was needed (again, beware the sand bagger) – but their forte is going into uncharted waters and coming back with the catch of the season; and while their colleagues may resent their skills (or question their methods?), secretly they admire the Rainmaker because they show what can be done in seemingly difficult or untested markets. The downside is that Rainmakers might only have one big deal in them, unless they can build sales momentum and sustain interest in the market – otherwise, they quickly move on.

In reality, every sales person probably needs to demonstrate each of these styles at different times; and like any balanced team, a sales organisation needs to have all four styles on their bench. The real insights are knowing where and when to deploy these different skills, and understanding what the results mean when doing a breakdown of the sales reports.

NEXT WEEK: Revisiting geo-blocking in light of the Competition Policy Review Draft Report