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By
Harold D. Stolovitch & Erica J. Keeps
hstolovitch@hsa-lps.com
&
ekeeps@hsa-lps.com
Your
role as a consultant in workplace learning and performance is so much
richer than that of training or any other single solution order-taker.
It is no wonder the training and human resource development worlds are
rapidly evolving in this direction.
Examine the list below
that presents some statements of value that you add in assuming a performance-consulting
role:
- You guide clients
to separate the ends they wish to achieve from the intuitively selected
(and often inappropriate or incomplete) solutions they ask for, and
then you help them focus on those ends.
- You help your clients
articulate success criteria and meaningful metrics to verify whether
or not their valued ends have been achieved. This, in turn, enables
them to display meaningful results to their managers, customers and
workers.
- You educate your
clients, opening their eyes to an entire spectrum of means for attaining
their goals.
- You offer a broad
menu of interventions that equip your clients that allow them to attack
their performance gaps more systematically than they could with simple
"miracle cures." This increases their probability of performance
success.
- You save time and
money. Your aim is to achieve maximum impact at the minimum cost in
time, resources and dollars.
- You help your clients,
the targeted performers and the organization optimally leverage their
human capital potential by focusing on efficient attainment of results
rather than on activities (such as training) that may be unnecessary
or insufficient to do the job.
The information in
Table 1 serves two purposes: to reinforce your need as a performance consultant
to build strength in each competency; and to demonstrate to your clients,
who are often impatient and want a "quick fix," that what you
do benefits them beyond their current expectation levels.
Table
1. Performance Consulting Competency Areas and Their Value Add
|
Competency
Area
|
Value
Add
|
|
1.
Determine performance improvement projects appropriate to tackle
|
- Time and
resources are almost always limited. By selecting only those projects
that offer the highest potential for improved performance, the
consultant help clients achieve maximum success from the finite
resources they possess.
- By systematically
analyzing requests for training and other single-shot interventions,
the consultant gathers data and evidence on the worth of a project,
thus helping avoid wasted effort on low-priority or inappropriate
endeavors.
|
| 2.
Conduct performance gap analysis |
- When carefully
conceived and executed, the gap analysis should yield concrete
evidence and specific data on the desired and current performance
levels, factors affecting the gap and appropriate, economical,
feasible and acceptable solutions and performance interventions.
This diagnostic and prescriptive set of activities vastly increases
the probability of success.
- Performance
gap analyses also lay the foundation for designing interventions,
and they establish criteria for project success and suitable metrics
to measure it.
|
| 3.
Assess performer characteristics |
- Performance
solutions frequently are selected and developed without taking
into account the characteristics, competencies, values, concerns,
issues and constraints of the performers. Accurate assessment
of all of these dimensions increases the likelihood that interventions
will be tailored to fit the performers.
- The more
closely the interventions match performers' characteristics, the
more quickly and accurately the performers will achieve desired
results.
|
| 4.
Analyze the structures of jobs, task and content |
- Nice-to-know
and even irrelevant tasks and content are built unnecessarily
into performance improvement interventions. This is called overengineering
and is costly and wasteful. Ability to conduct job and task analyses
and to analyze content for relevance helps maintain focus on necessary
and sufficient development of performance interventions and support
without gaps or waste.
|
| 5.
Analyze the characteristics of a learning/working environment |
- A context
analysis (physical, ergonomic, social, management, cultural, administrative)
identifying characteristics of the environment that may facilitate
or inhibit performance helps ensure appropriate intervention design.
- Analysis
and identification of facilitating/ inhibiting factors can result
in avoidance of costly errors and wasted time or can leverage
existing environmental elements for smoother implementation.
|
| 6.
Write statements of performance intervention outcomes |
- Clear outcome
statements inform all stakeholders of what is to be achieved.
The more clear the outcome statement, the higher the probability
of attaining it.
|
| 7.
Sequence performance intervention outcomes |
- Creating
timelines and time-and-action calendars with identified intervention
outcomes helps team members coordinate their activities and provides
a schedule of expectations for managers and performers. This can
decrease costly delays or waiting times.
- Each player
in the project is always aware of what is happening and when outputs
are due. This reduces teamwork inefficiencies and conflicts. The
consultant makes planning easier.
|
| 8.
Specify performance interventions and strategies |
- This is the
logical output of all prior analyses and preparation. Specifications,
based on gathered data and information, guide all future activities.
- A clear set
of interventions and strategies facilitates budgetary and project
management processes.
|
| 9.
Sequence performance improvement activities |
- The sequence
of activities, when well laid out, helps in the planning and management
of all development, implementation and evaluation/monitoring activities.
A well-developed sequence increases coordination and decreases
time loss.
- The sequence
prompts smooth ordering and marshalling of resources for the project.
|
| 10.
Determine resources appropriate for performance improvement activities
and help obtain them |
- Projects
often fail because required resources are not accessible. The
ability to specify requirements, obtain support for resource acquisition
and make it possible to acquire resources when they are required
can contribute enormously to meeting project timelines and attaining
project success.
|
| 11.
Evaluate performance improvement interventions |
- Evaluation
is a weak area in most performance improvement projects. The consultant's
design of both a formative and a summative evaluation system offers
value in two important ways:
- continuous
monitoring to ensure performance interventions are being appropriately
developed.
- data gathering
to demonstrate performance intervention success (data that can
be leveraged to garner support for future projects).
|
| 12.
Create a performance improvement implementation plan |
- The key to
successful performance improvement projects is in their implementation.
If begun early in the project, Implementation planning increases
field support, ensures adequate implementation resources and facilities,
and decreases last-minute barriers to implementation success.
- A well-designed
implementation plan foresees problems and prepares adequately
for contingencies. Last-minute glitches vastly increase costs
and produce time delays.
|
| 13.
Plan, manage and monitor performance improvement projects |
- Generally,
instructional designers and trainers are valued for their technical
or presentation capabilities. Performance consultants also must
be able to analyze, design and present. However, value add derives
from a consultant's ability to make the project happen. By effectively
planning, managing and monitoring performance improvement projects,
he or she helps maximize the investment in analysis and design/development.
This is a benefit that enhances the consultant's credibility and
trustworthiness, and helps clients achieve the greatest gains.
|
| 14.
Communicate effectively in visual, oral and written form |
- When a project
is successful its success must be communicated in the most appropriate
ways so that all stakeholders can understand what has been accomplished.
This results in both sustained support for the current project
and easier acceptance of future projects.
- Clear communication
throughout the project life cycle increases coordination, support
and commitment.
|
| 15.
Demonstrate appropriate interpersonal, group process and consulting
skills |
- More projects
fail or are hampered by poor leadership and teamwork than by lack
of talent and resources. Being able to deal with individuals and
groups in an empathetic manner is a high-value asset. Process
consulting skills decrease barriers and open doors. The project
flows more smoothly with fewer delays.
|
|
16. Promote
performance-consulting and human performance improvement as a major
approach to achieving desired results in organizations
|
- By demonstrating
both performance improvement results and value-added characteristics
of performance consulting, the consultant builds credibility as
a professional and provides a high-ROI service to the organization.
- Promotion
of the field rebounds on the promoter. Both gain in the process.
|
In addition to the
added value the 16 performance-consulting competencies bring to a project
and all its stakeholders, the competencies also define the 10 vital characteristics
displayed by outstanding performance consultants. Table 2 summarizes these
characteristics. As in the previous table, we add here in brief form what
value they provide to clients, performers, the organization, customers
and all other direct or indirect stakeholders.
Table
2. Performance Consultant Characteristics and the Value Add
|
Characteristic
|
Value
Add
|
|
1. Is focused
on client need:
- never loses
sight of the primary mission
- is not swayed
by enthusiasms or constraints
- separates
wants and whims from real needs
- sticks to
valued outcomes despite pressures
|
- This tenacity
ensures that the client achieves results she or he desires.
- By separating
wants and whims from needs, the end result is of greater value
to the client and the organization.
- The performance
consultant provides the steady hand on the tiller against the
battering waves of enthusiasm and politics that can throw a project
off course.
|
|
2. Is cause-conscious,
not solution-focused:
- is analytical
- investigates
systematically
|
- Decision
making is based on data, hard evidence and systematic sifting
of facts.
- Solutions
are based on cause, not opinion.
|
|
3. Is able to
maintain a system perspective:
- accepts a
holistic view
- anticipates
how change in one area affects other areas
|
- Balanced
interventions are the result, with all major factors accounted
for.
- Simple solutions,
while attractive, rarely result in long-term performance improvement.
The system view weaves together a tight web of interventions that
are mutually supportive.
|
|
4. Is capable
of involving others (authority figures, knowledgeable individuals)
appropriately:
- stresses
complementary skills
- draws strength
from team diversity
|
- Through appropriate
involvement of authority at the top, experts to lend credibility
and accuracy, and team workers to develop interventions, the consultant
maximizes individual and team efficiency.
|
|
5. Is organized,
rigorous, prudent:
|
- This characteristic
builds trust from champions, clients and other stakeholders, thereby
increasing support for the project and smoothing the work.
- This enhances
the belief that the performance interventions will deliver as
promised because decisions and actions are based on verifiable
data.
|
|
6. Is sensitive
to the need to verify perceptions:
- performs
reality checks with reliable people
- checks interpretations
two or three times
|
- By checking
and rechecking understandings, the consultant builds support and
ensures that the project is on the right track.
- The investment
in "verifying time" is more than compensated for by
avoiding misinterpretations of information that lead down the
wrong path.
|
|
7. Is able to
sort out priorities:
- focuses on
and sticks to business needs
- avoids the
seduction of technology
|
- All projects
have the potential to slip off course when new, exciting "discoveries"
or events are reported to the client. The consultant's ability
to absorb the new information and sustain goal focus ensures that
priorities are maintained. Dampening distractions, including technology
hype, is a major asset the consultant with this characteristic
brings to the project.
|
|
8. Is diplomatic
and credible:
- speaks and
acts convincingly
- overcomes
resistance without creating animosity
|
- This characteristic
takes the edge off of rejection or nonacceptance of nonessential
recommendations. It helps maintain direction and support from
all sources. It increases smoother implementation of interventions
and attainment of performance goals without bitterness.
|
|
9. Is generous
with giving credit to others:
- highlights
others' accomplishments
- shares rewards
and recognition of success
|
- This essential
characteristic builds loyalty to the project and draws out the
best from all players.
|
|
10. Is principled
but flexible:
- sticks to
the bottom-line goal
- bends to
pressures and constraints without giving up the goal
- accommodates
client wants where and when feasible without losing sight of the
desired result
|
- By maintaining
a firm, fixed eye on the destination, the consultant can accommodate
nondisruptive client desires, thus accomplishing the two main
goals:
- producing
valued performance success
- satisfying
and delighting the client.
|
As a performance professional
- a performance consultant - you can effect large changes within your
organization. These competencies and characteristics are your own personal
targets. Keep in mind the added value each one brings to you and your
clients.

This article is an excerpt from Harold Stolovitch and Erica Keeps' bestseller,
Beyond Training Ain't Performance Fieldbook.
Interested in learning more? Click here
to order a copy of the book.

Talent
Management is a monthly magazine directed to top-level management,
senior human resources, and workforce and organizational development executives
whose task is to optimize the abilities of their human assets to drive
and improve the execution of enterprise strategy. Harold Stolovitch is
the regular "Human Performance" columnist for Talent Management
magazine. You can read his latest article, "When Business Declines,
Focus on Alterations" by
visiting page 16 of the April 2008 digtial edition at http://www.nxtbook.com/nxtbooks/mediatec/tm0408/.
For more information on Talent Management, visit their Website
at www.talentmgt.com.
If there are any topics that you would like Harold to address in his column,
please email him at hstolovitch@hsa-lps.com.

Harold Stolovitch
will be presenting a keynote address at the Talent Management magazine
event: Strategies 2008: Perspectives on Managing People on May 5 in Scottsdale,
AZ. Click here
to view HSA's Events Calendar to learn where and when Harold will be speaking
as well as to read session descriptions.
Due to popular demand, Harold will be the principal speaker and facilitator
at ASTD's Telling Ain't Training Mini-Conference on October 21 & 22
in Chicago, IL and on November 6 & 7 in Washington, DC. Click here
for more information.

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Can you point me in the right direction?
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©
Copyright 2008 Harold D. Stolovitch & Erica J. Keeps
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