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Coffee and Talk about Private Practice through Contracting . . . Coming soon!

Coffee & Talk: A free conversation about contracting that will jump start your practice in 2020!

Coffee & Talk: A free conversation about contracting that will jump start your practice in 2020!

An Opportunity . . .

Professionals who subscribe to our email list have received notice of an opportunity for “Coffee & Talk” we will be starting in January. They are helping pick the optimal dates and times for these 60-90 minute, on-line, chats.

The goal? To help them shorten the learning curve to getting contracts. The talks help to motivate and energize professionals and provide advice that will reduce the effort it takes to get started with contracting and consulting.

Typical Results

For example, the feedback I got from my most recent talk with professionals in the Atlanta area yielded the following results:

"I felt motivated and more focused. I'm encouraged to get started."
"I need to rethink how to use the Services Chart to fine tune my products."
"I just sent a follow up email to a potential customer who took a survey for me."

Joining the Conversation

These specialized talks are only for professionals in the behavioral health sciences. Numbers will be limited, as needed, to insure the ability to actively participate in the Q&A session. Subscribers will have preference, of course, but others may attend if space allows.

Interested parties can get updates through joining our email list (receiving our free eBook Private Practice through Contracting) or through contacting us and indicating your interest in being invited to a Coffee & Talk event.

Our Free eBook.

Our Free eBook.



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It's Halloween . . . and time to face the fears of 2020!

The locus of this fall’s fears . . . working with metal saws to build our new “hoop house.” (See below)

The locus of this fall’s fears . . . working with metal saws to build our new “hoop house.” (See below)

Halloween! So let’s talk about fear.

It’s Halloween. Or All-Hallows’-Eve if you prefer. Time for cute costumes, “haunted” houses, tricks, and a little good ‘ole fright. Public radio is playing spooky music (from Psycho) and reviewing the scariest movies. Parents are talking about their kid’s costume choices. All is abnormally normal. Maybe not exactly normal, after all, the Nationals won the World Series, but I digress.

I was on a video chat earlier this week with some professionals talking about contracting and consulting. I mentioned that I assumed when I started that other professionals were more comfortable than I was in acting as an entrepreneur and “putting themselves out there” doing marketing and sales, since I had no background in this area. But, it turns out, I was not that different from most professionals. Once again I was reminded of this as we talked as one prevalent theme I heard in the questions I was asked was . . . fear.

I told them that one of my biggest challenges when I started more than 20 years ago was getting through my own fears. Fear that I didn’t know enough yet, that I wouldn’t be able to find customers, that I would somehow fail. Building confidence, isn’t some big secret. But, somehow we believe the route to success is a lack of fear. No. Success isn’t convincing yourself that the fear is irrational—first, it’s not entirely irrational; and second, the part that is irrational—“catastrophic thinking”—can’t be fixed by reasoning. The person typically already knows that what they are facing is just fear and they themselves, and others as well, have already told them that their fear is irrational. What works is finding ways to successfully take reasonable “leaps of faith” and succeedi

Learning to Use the Saw

I use examples (like the metal chop saw above) to ask professionals I coach, what will make my fear of using this new, and potentially dangerous, tool diminish. Will it being reminding myself that I have used lots of other power tools? Being reassured that “it’s not that hard” and “I can do it?” Maybe watching You Tube videos of how to use the tool? Reading the manual?

All of these help, minimally. (Actually, reading the manual introduced new fears . . . like the blade cracking and flying apart) But these steps don’t drive away the fear. What does? Using the saw.

So, on this day of Goblins, Witches, and Fright, and as you prepare for 2020—embrace fear. Press forward. Focus on what comes after the fear (like the hoop house, see below) that will provide service and joy—not to mention revenue for my wife’s business—for many years.

Use what ever resources you need to help bolster your courage to take the next reasonable risk. In the end, it is highly likely that the benefits of your success will outweigh the terror of the moment.


Success! Here is one of the framed ends I built with the new saw. Kind of look forward to using it . . . now.

Success! Here is one of the framed ends I built with the new saw. Kind of look forward to using it . . . now.




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Making it look easy . . . .

Just built and primed this window frame on our four-season porch. I can do the work but my contractor makes it look easy!

Just built and primed this window frame on our four-season porch. I can do the work but my contractor makes it look easy!

Aligning With Gifts . . . for Success

I am convinced that when a person is using their real gifts, they make things that are hard . . . look easy. This is just the opposite of what happens when I play guitar.

To be fair . . . I have a lot of technical skill with a guitar . . . but playing guitar, and creating music in general, is not one of my gifts. I work hard to produce a good sound with my Taylor 613ce . . . something other musician’s appear to do easily, but . . . for me . . . is a lot of work. One night, I was struggling with a particular section of Eric Clapton’s classic Tears in Heaven—a piece that I eventually would master . . . after months and months of work. I asked my son, who has his mother’s gift for music, if he could help me with figuring out a particularly difficult section. “Sure,” he replied. “I’ll look at it.” The next day—the next day!— he came back playing the entire piece. “I’m not talking to you anymore!” I joked. In truth, I’m used to it. All my kids (6 in number) excel at things that are not my gifts—like art, writing, drama, etc.

When my son plays guitar, unlike his father, people pull out their phones and start taking pictures; or they ask me, “Is he left-handed?” (He’s not.) It is definitely something that comes much easier for him than it does for me. Fortunately, my son doesn’t see this particular gift as something that sets him apart, and above, others. “Talent is as common as table salt,” he quotes . . . when others admire his gift . . . and he’s right. Everyone is gifted.


Here is my Tayler. Love this guitar!

Here is my Tayler. Love this guitar!

Gifts and Making It Look Easy

Gifts are what people can do easily. While I can’t master a challenging guitar piece without a crazy amount of work. I can read a room of people—even a room full of strangers—with a high degree of reliability. I see patterns I understand behavior. My family has forbid me, due to my ability to recognize patterns, from telling them what is coming in a movie, play, or television show . . . but I almost always know. While having a Ph.D. in human development enhanced this ability, the truth is, I have always been able to do it easily . . . and I can’t even tell you how I “know” except that I pick up on patterns and nuances of non-verbal and verbal cues. Oh, I’m also “on to” the patterns that writers and producers use to throw you off . . . so the viewer won’t predict what is coming. All my family members have such gifts. Things they can do easily that the “old man” can’t do well. Whether it’s grammar, spelling, music, art, theatre . . . truly talent and gifts are “common.”

If you want to learn to play guitar . . . hire my son. Want an editor, an artist, a recommendation for choreography? I can’t point to the kids in my family that have these gifts. You don’t want to hire me to teach you guitar—someone who has learned a lot of technique bur is limited in this area—lest you curtail your own development. Could I teach a beginner? Sure. But if they are gifted in music, I would need to pass them on to someone else very quickly to avoid delaying their development. The same goes for the other areas I mentioned that are not my gifts. In the same way, hiring people for their gifts will make hitting your targets more likely. I see leaders hiring business, finance, marketing, or other coaches then asking them about how to manage people. Maybe that’s okay if this is an area of gifting but most of the time I’d like them to work with someone whose talent and expertise is in human systems.

Giftedness . . . in Coaching/Consulting

This is why I beat the drum for leaders to hire “people-people” when it comes to improving their organizational culture. And the reason why we have spent a lot of time training graduate students and professionals in the mental health sciences to work with organizations and businesses.** Because a lot of business consultants have developed a techniques and tools for helping but, if they are not working in an area of gifts, their outcomes are likely to be poor over time. Poor simply because they are not working in an area of gifting and the things that come easily to others are not their strengths. (For a real-life example, see our post Consultant, Stay in Bounds! In this post we tell the all-too-familiar story of a consultant asked to work outside their area of gifting and the traumatic consequences on an organization). If interested, you can also check out a related post on why Consultants and Clients Shouldn’t be Friends or how Steve Jobs used his talents at Apple.)

Using Your Gifts

So, if you are a coach or consultant, make sure you are practicing within your area of giftedness. (Keep it simple. Focus on your core services.) Don’t let your own ambition, other people’s vision for your career, or the pressure of the organization or leader’s needs make you operate outside your “sweet spot.” Refer to someone whose gifts align with the needs. Hopefully, they in return, will do the same and refer to you the organizations and leaders that you can help with your gifts. Everyone “wins” and success is more likely. Also, be intentional about continuing to develop your gifts. Invest in training, coaching, and other self-development activities to enhance, expand, and deepen your gift. This will continue to make the value you can provide to organizations or leaders increase over time. It will also help to “fill the pipeline” of work and bring you more opportunities.

Hiring for Gifts

If you are an organizational leader, hire a coach or consultant for their specific gifts and do not let them—or let yourself—expect them to work outside their area of expertise. This particularly is a risk over time. A trusted advisor, who has helped in the past, is asked to work on something new. The focus is on the trust. But is this the right person, with the right gifts, for this particular problem or task? Rarely, is this the focus. The leader and coach/consultant simply assume they can tackle a new “problem” . . . and perhaps they can, but at what cost to efficiency and with what degree of risk? Smart leaders find the right tool for the job and smart leaders/consultants find the right set of gifts to maximize success.

In our next post we will offer tips for choosing consultants/coaches that have the people-gift and that are prepared to handle organizational issues.

** Even professionals in the people area need training and identifying their gifts. All “people-people” are not gifted in the same way either. Some are great at analytical thought, statistics, but not good at people skills. Others are great with people but struggle to use the analytical tools to help leaders. Some may be great at strategic planning and poor at conflict resolution. Others may be great at personnel issues but not good at visioning. It all depends on how they are gifted.



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Benefits Discovered through Consulting

Why not “just do therapy?” It’s a question I used to get asked by graduate students working on degrees in mental health and who took my class on consulting.. “I have a low boredom threshold!” was my snappy repartee to this question. A more serious answer, however, is buried within that tongue-in-cheek response. While my students were a quiver with eagerness to begin their chosen career, I had been doing therapy for years and, although 25+ years in, I still love what I do in my private practice—it’s not the only thing I love to do; nor, do I want to simply do the same thing for the remained of my professional life. “Wash, rinse, and repeat” can be a dull rut. Eventually, those same students saw the benefits and their enthusiasm led me to publish my first book about our methods in 2011.

So, I think it is always a good thing to seek to grow and if that is in refining and mastering one specific area of expertise, fine. But it also can be moving on to master—of if not master in terms of being “better than anyone else”— or deliver quality products and services in new areas, developing new skills, and continue to learn.

For example, I have an acquaintance who takes the “master approach” to fine woodworking . . . and his work is exquisite. I commented to a friend about how my craftmanship was nowhere like his, and the friend responded, “Yes, but at least you get things done.” Fair point. He will build a few beautiful things. I will build lots of good things. With six children, one still home, and expecting our ninth grandchild, while working full time, maybe it is a trade-off that is necessary in my case—unlike my friend who is an “empty nester.”

Professionals who are happy doing their one thing, steadily improving on it over time, perfecting their craft . . . I am genuinely happy for you . . . and sometimes wonder if I should be more like you. But I’m not and, frankly, being that narrowly focused for years to my personality type would feel like—harkening back to the old westerns of the past— being buried up to your neck in the desert and left behind.

So, for those of us who value “getting things done” more than creating the flawless product and who want to continue to grow . . . even venturing into new areas . . . here is . . .

A list of experiences I have enjoyed about getting “beyond the couch” of therapy and into the world of consulting.

  • Touring the Research & Development area of an international corporation. In the very first consulting work I was involved in, we worked with an international agricultural manufacturing company. This family-owned business is an industry leader and had 9 plants in the home location. As part of our tour, they showed us what they were working on for the future—it was like getting a peak behind the curtain at what Elon Mush was doing with Tesla.

  • Learning about the needs of national utilities and how increase demand for power has led to sagging power lines Not being naturally “mechanically minded” and with limited education about engineering and physics (despite being a science major) We got to learn about the problems utilities face that are caused by increased demands for power (more current through the lines makes them sag.) and the very creative ways of offering solutions to avoid expensive interruptions of service and replacement.

  • The progress made in cancer research and targeting of cancer-types with new medications. Learning about in-house research and the newer approaches to cancer treatment was an interesting side-benefit of one consulting gig.

  • Lean Manufacturing, Just-in-Time stock management, and Kaizan. Again, our first gig with the agricultural firm intruduced us to some of the modern (at that time) approaches to inventory and manufacturing and how they were pragmatically implemented in a large organization.

  • Different approaches to staffing, training, and supporting clergy working with local churches. Having worked with ecclesiastical organizations from many different traditions has been interesting in learning how they very in their approaches to their work with congregations, proving leadership and support, and deal with issues.

  • Programs for supporting the provision of nutritious meals in government-supervised day care-senior services, etc. The work we have done with a number of non-profits, quasi-governmental bodies, or government programs has introduced us to the services and challenges of providing those services in venues operating on limited budgets and significant bureaucratic demands.

  • Grant-funding for services in schools and non-profit organizations. I don’t consider myself a “grant-writer” still I have written, and received funding, for many grants. This process introduced us to the work of foundations, the methods they follow to try and address community-wide issues, and the challenges of “soft money” and creating sustainable projects through collaborative efforts.

  • Narrative-based assessment of potential executive leadership hires. Hiring professionals and top leadership is always a challenge. Finding the right talent and someone whose performance mirrors their vitae/resume and interviewing skills is a demanding endeavor. While HSC does not specialize in this process, we have, due to our deep involvement with organizations been asked to sit in and help with this process in a few cases. Bringing our specialty . . . understanding people . . . to complement the organization’s business and technical skills has been rewarding.

  • Team Training for Skill Building. Most leaders recognize the need for on-going training and skill building in their leadership. Too often that training is through ad-hoc external trainings chosen by the employees for their own idiosyncratic reasons (it is interesting, close to home, makes them more marketable) or provided in-house often by managers too busy with running the organization to devote significant time to develop the training to polished product. Wresting with the problem of leaders and employees needing to develop real skills has led us to develop, test, and implement trainings based on real skill development not just information and lecture. (This has been one area, training, where refining and repeating the trainings has led us to develop that master artisan approach by the way.)

Well, I hope that give the reader a little taste of the “side benefits” of becoming a consultant. Taking your knowledge and skills “on the road” allows you to help more people, can be refreshing work and a break from the heavy clinical focus for many professionals, and can increase your own potential for growing and learning about new industries, processes, and cultural changes operating all around you.

Other HSC Resources

Engaging Your Team: A framework for leading "difficult" people.

Lessons Learned Around the World: People-centered leadership,A. Keith Miller, Major, U.S. Airforce (Retired)

Family Legacy: Protecting family in family business.

Private Practice Contracting: A path away from insurance dependency.


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A Peek into Our . . . not Google's (sorry!) . . . Consulting Algorithm

I think a map would definitely help in this case! Photo by Victor Garcia on Unsplash

I think a map would definitely help in this case! Photo by Victor Garcia on Unsplash

Just finished a post for our email subscribers about the critical need for professionals, turned consultants, to have an “algorithm,” or decision-making process, process or path, to guide them as they engage with human systems. This engagement may be in developing their private practice through contracting or by going “beyond the couch” and becoming a consultant. In plain terms, this algorithm can be boiled down to a series of questions and decision points that creates a path to follow, such as . .

HSC CONSULTING ALGORITHM: (Sample questions to ask yourself.)
1. Do I have contact with a decision maker? YES .....
NO ......

1A. If, YES, go to #2 . . .
1B If, NO, then ask to make contact or move on . . . .

2. Does the decision maker recognize a need? YES ....
NO ....

2A. If, YES, go to #3.
2B. If, NO, go to 1B.

3. Does the recognized need, require a deep understanding of the human system? YES . . .
NO . . .
3A. If, YES, go to #4.
3B. If, NO, Is the need solely training/coaching for the decision maker? YES . . .
NO . . .

3C. If 3B is YES, then seek conceptual agreement to propose training/coaching.
3D. If 3B is NO, explore the issues and how they relate to the system, then seek
further exploratory meetings or a conceptual agreement to propose
consulting.

The Power of an Algorithm

The power of an algorithm like this is comes in . . . confidence. Confidence in knowing where you are in the process, what has been done already, what needs to be done next, and a process that is replicable—and can be used again and again with decision makers. This algorithm, for HSC, has developed through more than two decades of consulting work, reading the consulting literature, teaching graduate students and professionals how to do consulting, and our own publishing.

Developing this process at HSC has evolved to the point that we created our IMPACT Model of consulting and forms the core of our Competitive Edge Coaching process . . . helping mental health professionals who want to develop consulting contracts. We even created a “cheat sheet” of our process in our IMPACT Model Quick Start Guide.

Moving from Healthcare to Contracting/Consulting

For those starting, or wanting to start, this process . . . here is a place to start:

  • Recognize that this process—creating an algorithm—is helpful for getting private practice contracts that provide “health care” . . . as well as consulting with organizations. At HSC we have done both—private Employee Assistance Programs, for example, and business consulting/coaching. We use the same process for both.

  • Read everything you can get your hands on about consulting. Especially, resources coming from those who transitioned from health care to consulting since they will speak the same language and can highlight the similarities and differences.

  • Consider getting training as a coach or consultant. Training programs will decrease the time and effort to make the transition and start getting contracts. Organizations such as the International Coaching Foundation, or others, can help you get moving.

  • Adopt an “algorithm” process or plan that has worked for other consultants until you develop your own—if you ever need to. Don’t “reinvent the wheel” start by finding a template to follow then you will tweak that, or create your own, as you gain experience.

  • Be patient, but aggressive. Remember, it will take time to transition into a new product or service and to transform yourself into a new skill-set. Be realistic about your progress and not overly self-critical. Get support, find mentors, and just keep working . . . and it will be likely to happen.

Sign up for our emails . . . and get a free eBook.



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Contracting Quick Tip . . . for the good guys and gals out there.

Published by Lubomirkin on Unsplash

Published by Lubomirkin on Unsplash

Today I had, yet another, conversation about how to establish a price for some contract work. As always, in my world of nice folks who didn't grow up in the business world, I found the conversation filled with fear about asking too much.

Despite having been told that the job was already bid out at a price probably twice what they would ask for the job . . . the doubts about losing the work, fearing the customer to think they were trying to take advantage of them if they asked too much, and a lack of information about creating a fee structure . . . was driving the price down to the point I questioned if it was really worth doing.

Once again, I found myself talking about the costs of Labor and Overhead, the risks of underpricing and never becoming a real viable business, explaining how a profit margin is like insurance for the business protecting it against risk, and encouraging, consoling, directing, these nice young people into charging the full value of what they were providing.

"Don't cheat yourself," I said. "Develop a real price structure that can give you the confidence that what you are asking for is fair and then stick with it." "Don't give in to fear."

Afterwards, I though to myself, "I should have told them to take a picture of their newborn and post it on the computer" where they were writing their proposal. I should have asked them, "Is it fair to your son to give away your labor and give away the future support you can provide for him?" Too many good people sacrifice in this way.

I think original advice is what they really need . . . a well-thought out price structure to boost their confidence and ward against the "push back" of customers wanting to get a "deal." But until then, maybe it's time to post those pictures next to the computer.

Bryan

Trying to create prices for your services? Try out our trial Consulting Rate Calculator!

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Mistakes . . . Vulnerability . . . and Developing a Good Product

Photo by David Beale on Unsplash

Photo by David Beale on Unsplash

Attending Practice . . . and Seeing something new!

I was confused. I sat watching a choir practice at my kid's college. As they practiced, I noticed a student raise his hand, the conductor nodded, then he put his hand down . . . in the middle of a song, what? . . . then another raised her hand, and quickly dropped it, then three students in quick succession did the same. This pattern of hands raising and lowering continued, as if I was watching human hands leaping around like popcorn being roasted, throughout the song--a continual violent punctuation of the air as the directer continued, apparently seeing, but mostly ignoring, this phenomenon--to direct the musical piece to its close.

I waited. Ready for the conductor to address this strange phenomenon.  "What is this . . . a prank?" I would hear him say. Or,  "You guys need to focus!  . . . If you have a question, quit raising your hands until the song is complete!" . . . It didn't come.

Now, I was even more confused. It's not like the entire experience was new to me. I have had a fairly extensive background in choir rehearsals.  I grew up on that same college campus and had seen practices--with more than one conductor--many times. I was in choir myself, both in High School and College. But never had I seen this behavior, or anything remotely like it.

They started practicing on a new piece--a fast-paced spiritual--and once again the "pop, pop, popity-pop" of hands began.

Slowly, I realized the connection. Students raised their hands every time they made a mistake!

Like an athlete watching "film" of their performance, here was a live-action critique of how well the chorus was performing this piece.  I watched and, despite my limitations in musical ability, I began to anticipate when and where the next hand or hands would rise.

I asked my son about it after practice. "Oh, he said, that's a way for Dr. R. to know that we are aware of a mistake . . . and so that he can see when particular parts are giving someone troubles, without having to stop the practice every time to correct something."  Voila! Nailed it. I'm not a trained observer for nothing!

Now, I began to reflect . . . This choir was good, no doubt about it.  They receive glowing reports, awards, financial backing, and acclaim and had for several years. I began to wonder about how the climate of "signaling errors" came to be accepted, comfortable, and the norm."  A few things came to mind about the practice as I observed it . . . 

First, mistakes were expected. There was no false sense that someone was doing it right all the time. When you make a mistake, you raise your hand. Not "if" but "when."

Second, identifying mistakes was seen as a process to creating a good product. If you know that you made it mistake then you can fix it. If you don't know, or try to pretend you didn't, you are less likely to fix it.

Third, it made individual members aware of their mistakes and focused on what they needed to improve. Undoubtably, no one wants to keep making the same mistakes, so acknowledging them in this public fashion leads to accountability to improve.

Fourth, it allowed the leader to have a good read on how well, or poorly, the team was performing at each stage.  The conductor was not having to take his focus away from his tasks to try and discover who wasn't getting the music correctly. They kept him informed through signaling the errors.

It was nearing the end of practice. I had become quite used to the hand raising and felt some what comfortable with the "what and why" of this new and odd technique. Then, the conductor made a mistake. He turned two pages, instead of one, and pointed his baton toward a section of the choir, there was a moment of hesitation, but the choir corrected and carried on. The conductor, noting something was wrong, quickly flipped back two pages, then forward one. He was back on track now . . . and he raised his hand. The choir laughed.

Mistakes and Business

When I myself, or when I and another consultant, work on a project, I always save time at the end of each step to do a "post mortem." I want to assess what went well, what was just okay, and what could be improved. These reflections and discussions are invaluable to continuing to grow and increase our value to customers.

I encourage leaders to do the same. Those that can honestly do this critical self-analysis, noting the successes and admitting the mistakes, are much more likely to see growth and improvement in their work teams.

But, it starts with the leader.  Employees will ask themselves, "Is it safe?" and "What does the leader really care about--quality or their ego?" before they themselves will risk being vulnerable.

If you want others to join in making the quality of something great, if you want them to be transparent about their mistakes and improve, if you want them to figuratively raise their hands then you have to lift up yours.

Yes, you can get good quality at times through control, coercion, fear and other factors but only leadership, transparent and honest leadership, will harness the good will, loyalty, and extra effort to truly develop a high functioning team and a top-quality product.

Finally . . .

If you want to be a great employee, increase the probability of advancement, and be a part of a high functioning team. The you also need to display these leadership traits. Yes, you need to assess whether it is safe to do so, but in the end, protecting oneself only leads to a mediocre team and merely delays the inevitable. Poor outcomes and failure.

Available eBooks:

Private Practice through Contracting: Decreasing dependence on insurance.

Engaging Your Team: A framework for managing difficult people.

Family Legacy: Protecting family in family business.

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Our Small Town Bank Locks it's Doors . . . and reminds me of a "road not taken" . . . and an Opportunity!!

The letter . . . For privacy reasons, the full letter is available to my email subscribers.

The letter . . . For privacy reasons, the full letter is available to my email subscribers.

Our small-town bank locks it's doors . . . a road not travelled . . . and an opportunity!

A bank employee will now let you into the building . . . but only with the proper ID.

Our town only has a population of 2,000 . . . and it's in the middle of a rural area, in a state that has been referred to as "fly over country." So it's a bit shocking to get a letter like the one in the photo. I mean, this "ain't New York City!" to adapt the advertising slogan. We're used to leaving our doors unlocked, the keys in the vehicle, with the naive confidence that people generally "mean well" and can be trusted. No, this isn't "Mayberry" from the Andy Griffith show. But it's close. 

A quick side-note. Our site has grown over 60% this year. Thank you to everyone for visiting our site, recommending us to others, subscribing and and following our blog. We will continue to offer content through our blog, email list, and  our free eBooks in 2018!

Anyway, this letter reminded me of an event that happened about a decade ago. A bank President called me. She asked if I would be interested in setting up a state-wide Critical Incident Stress Debriefing network for her bank. At the time I was the Executive Director of a counseling center and had worked with bank leadership on a couple of her work-teams. 

I told her that we might be interested, but that I would have to find out more about what setting up and running a state-wide CISD network would require. My first call was to my professional "guru." He told me right away that the state operated a CISD team and that I should contact the head of that department. I did.

The result was disappointing . . . at best. It was clear that contact with this state-run program would be of no help what-so-ever. The program, to be fair, was designed to help "first-responders," an admirable ambition, and it was clear in the conversation with this bureaucrat that there was no room to provide this service to anyone outside the governmental system. To his credit, he was brutally clear; the legislative focus was on government and, as such, they would not provide advice, training, support, or even make available the names of counseling professionals they used across the state for their CISD services. It was a complete dead-end.

I called back the bank President. I described the experience with the state and informed her that, without being able to tap into existing resources, we simply would not be able to develop and provide this service. We were not equipped to identify, train, support, and provide the services state-wide as a small center with less than a dozen professionals on staff. It was not the right opportunity for that organization and my focus, at that time, was on building up the organization--not seizing on the opportunity to contract with the bank to develop and deliver this service.

But truth be told, it bugged me. I've never worked in government--but I have had a number of grants and contracts with legislative branches--and I am fully aware of the constraints under which they serve. What galled me was that here was a legitimate need and it went unmet. Being a problem-solver by nature it just didn't seem right to drop it. But we did.

This experience did teach me a few things that might be of use to you, my readers. Mostly, that their are unmet needs all around you and if you can uncover them, and find ways to help, you will never be without work to do and people who will pay you for the value of that work. But, more specifically . . . regarding this opportunity . . . 

1. Banks, fast-food restaurants, retailers have lots of attempted, and some completed, robberies that never make the news (in fact, in many cases, they work hard to make sure they don't!).

2. These events can cause significant turn-over and often negatively impact employee morale . . . directly impacting the "bottom line" of the bank.

3. There is no established system for addressing this need in the for-profit world. (at least not here or to the knowledge of many professionals I have asked in the past decade)  and despite training on what to do in such events and some education of the effects, there is no systematic follow up or support when the events occur.

4. There is no recognized standard way to recognize those that have expertise in helping these organizations (no state licensure or certification for CISD/M in general). Psychologists and counselors often get referrals for people who have been traumatized by these incidents and who are experiencing anxiety or other symptoms but it is rare (excepting, perhaps, public school settings) to provide this support at a group level.

Conclusions?

This is an untapped area for private practice consulting for professionals who want to get trained, develop expertise, and market these services.

 

 

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Continuing Education: Take Aways from Presenting at a National Conference

Take Aways from Presenting at a National Conference

Getting Started . . .

Getting Started . . .

Just finished presenting "Beyond the Couch: Using MFT skills with Organizations" at the national conference for the American Association of Marriage and Family Therapists (AAMFT). The presentation was delivered in a pre-conference, 5 hour, "institute" held in Atlanta at the Marriot Marquis.

This pre-conference institute requires attendees to come a day early, pay an additional $175, occur additional costs of an extra day in training, and be willing to commit from 9-3:30 to this training. We had good turnout with 35-40 attending.

As an educational endeavor, I am listing the learning I got from presenting this institute. Incidentally, If you are a member of our FONS group (a private Facebook group) or a subscriber to my email list then I will give you some more personal insights later that I won't share publicly.

A beautiful day in Atlanta.

A beautiful day in Atlanta.

Here a some of my take aways . . .

Things I kind of knew that were re-confirmed:

  • Therapists are some of the nicest people to have in a presentation
  • The interest in working on contract, avoiding the insurance market, and working with organizations is growing
  • There is still little, or no, training in masters programs on business skills, contracting, or working with organizations
  • There is a strong interest in learning the tools and techniques of developing contracts
  • Therapists don't know where to find mentors when it comes to contracting and working with organizations
  • Seasoned therapists get requests to help with organizational issues whether they are trained in this area or not
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What should I have known, that i learned:

  • Teaching people, even highly skilled therapists, how to do contracting takes more than 5 hours
  • People are going to be interested in connecting personally with me for support
  • I need a plan to capture the contact information of those who show interest in connecting
  • People are going to want to buy my book, from me, right there at the conference
  • There always is at least one attendee who already has extensive experience as a consultant who is present just to get new ideas
  • There are decision makers present, often with funds, that may be looking for ways to enhance their program offerings.

What I still don't know . . . 

  • Is it worth losing two days of revenue, paying for the cost of a plane ticket etc., the time to develop the presentation, and paying for the cost of the conference (really? the presenter has to PAY to attend their own presentation?!?!)
  • As a corollary, to the point above, will I ever present at the AAMFT conference again?
  • Will the institute have an impact? Will there be any follow through for attendees who expressed interest in developing their own contracts and consulting?
  • Will the attendees who expressed an interest in coaching, training, connecting, follow through with contacting us?
  • Did the institute give attendees enough to go out and develop their first contract?

We are finalizing our 2018 schedule for training, consulting, etc. The next opportunity to get in on learning about contracting and consulting is in the Interactive CE Training (ICET) Dr. Miller will be presenting on-line October 29th. I

To reserve time for a  presentation or coaching, contact Bryan directly.

For those interested, we also have two products to help therapists get started.

Beyond the Couch: Dr. Miller's seminal book on consulting with organizations.

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Private Practice through Contracting: an eBook to reduce insurance dependency and help develop contracts as part of a private practice.

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Mavericks . . . and Tips for Preventing Implosion at the time of Transition

Photo Credit: Ben White on Unsplash

Photo Credit: Ben White on Unsplash

 

After I had finished speaking, a family friend approached me.  He said, "I really enjoyed what you had to say, but I noticed that your parents walked out on you!"

It started like this . . .Several years ago I was speaking in a city near where my parents lived. It just happened that they had travel plans and were leaving from the airport in that city and told me that would swing by and listen to my "talk" . . . but, they would have to leave before I was done to catch their flight. I connected with them before the speech, started my presentation and, when they stood up--waving as they snuck out the back--I nodded in their direction to acknowledge the prearranged plan.

My response to my twinkle-eyed friend who delighted in putting me on the spot? I told him, "Well, that's okay, you can't teach your parents anything anyway!"

Which brings me to talking about Mavericks. Sometimes they are charismatic leaders. Entrepreneurial types. Visionaries. Sometimes they are ideologs--passionate about their mission. Sometimes they're family.

Too often the vary characteristics that make these Mavericks successful often sow the seeds that cause their work to implode once they are no longer "in the driver's seat." The dynamics of following a leader who was a "golden child" or domineering force are turbulent with threats of comparisons, resistance to change, and stress.

To make things more complicated, Mavericks rarely see the risk. After all, their nature tends toward confidence, maybe over confidence. They believe they can succeed where others do not--create a new product or market, improve upon the established product or service, out hustle and out sell the competition. The challenges of continuing that success beyond their reign seldom is a focus.

So, how do you help these Mavericks avoid an implosion that brings down the fortifications they have worked so hard to build?

  1. Determine who, relative to the Maverick, has the position or relationship that will allow them to be "heard.  As my opening story implies, relationships impact how information impacts us. If it hadn't been my parents who left and my friend had said, "I noticed someone walked out on you." The meaning is very different than having your parents walk out. Will the Maverick trust the guidance of a long-time advisor, a colleague, industry expert, extended family member? Who delivers the message can be critical to its success or failure. 
  2. Acknowledge their willingness to take risks and the importance of their leadership. Mavericks often react to any implication that they are not willing to face changes or that their ego is too attached to being in charge. Once again, the confidence they often exude does not lend itself toward being self-critical. Acknowledging that they have been willing to take risks and change (certainly true) set up the next step.
  3. Use their experiences to frame the present as a challenge . . . in a series of historical challenges. By getting them to review the decisions they had to face, the risks they had to overcome, and the threats they faced you can highlight how a failure to act would have resulted in missed opportunities or even failure. 
  4. Explore how the current situation is like past challenges. Mavericks once again tend to have a wonderful focus. They know what they think and believe. They know what their end goal is. What they often don't do well is to adequately consider factors that go against their vision. But, they have a history that where they have encountered roadblocks and threats. They have met them and made adjustments to survive. Help them recall this and focus on how to be proactive to prevent future threats.
  5. introduce the need for facing the current risks. By now, you should have gathered enough information to tie their experiences into a well-defined "argument" for how the current situation calls for facing the challenge and  risks of change. Lay out your argument. But don't offer a pre-designed solution. 
  6. Don't back down. The Maverick's first response may be to challenge you. After all, they are confident in their own thinking and simply trust other's take on a situation they know better than anyone. Displaying confidence here will likely help them consider the idea more seriously. Vacillating will only send the signal that you are uncertain and the Maverick will likely see this as a need to provide confidence and control and stick with their own plan.
  7. If they agree, utilize them to come up with a plan. After all, these tend to be very capable people at least in some areas. Engage them in coming up with ideas. But remember to challenge their thinking in areas in which they are not strong. So in the case that follows the answer is not "the son needs to be like me!" the answer lies in "how to support the son's growth-with his own strengths--as a leader."
  8. Give them a role or job. I think of the typical Maverick as a "working dog." Like a Border Collie or similar breed they do best when they have a job to do. Whether that job is to develop a new product line, find the right advising team for the son, or become a philanthropist or community leader . . . simply stopping or stepping back is a harder concept than doing something new. 
  9. Be willing to give up your position to help the organization. Who ever has the task of challenging the Maverick needs to accept that this may "poison" the relationship with the Maverick if he or she is not ready to consider and accept this new challenge. So often this role needs to be taken by a board member, colleague, advisor, or and "expendable crewman" for the sake of the organization. A family member, especially in a family business context, may be the wrong messenger due to the fact that this may have irreparable consequences for the family

I once talked to a family business owner who confided that he did not think his son could make his own independent decisions. He feared that this son, and mid-life manager was overly-attentive to what others thought and therefore needed his continued supervision. I was incredulous!  In fact, the two men were very similar in personality and willingness to be "in charge" and run the business. The younger man however had more "sensitivity" to employees and did not "run rough-shod" over them in his decision making. I knew this younger leader, and in my opinion he in no way, demonstrated an indecisive, tentative, "people pleaser" leadership style.  I challenged the father. "So, you are telling me that you raised a son that can't think for himself and make his own decisions?" Thinking this would make him rethink his assessment. It didn't. He replied, "Yes." 

While I still did not believe the father's assessment was correct--I saw the son as trying to move toward a more collaborative and inclusive style of management perhaps as a reaction to the autocratic and forceful personality of his father and the father being over confident of the success of his management style--this father's "reality" was where we had to start. "If that's true," I rejoined, "then you need provide the right conditions to help him develop this ability."  He didn't disagree. From this, we began to talk about how the father's experiences helped to develop the confidence to make decisions and take prudent risks. We then explored his experience and his son's, noting how the circumstances were different for his son and began to craft a plan to help the son grow in his abilities--including a planned "backing out" of the father's role, some training, and continuing and increasing some industry-specific coaching they had begun to continue support for the son.

We can never forget that most Mavericks truly care about the future of the business in most cases. Even if that caring at times makes them "hold on too tightly." They generally are motivated to help the next leaders succeed. But they may have trouble seeing the practical steps that need to happen to turn this into success without their direct involvement and may need someone to help them find a way to let go of the reigns.

 

Ebook available: Family Legacy: Protecting the family in family business. No cost, no obligation.

 

 

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New eBook almost here . . . and it's free!

Here's the cover . . . Credit Andrew Miller

Here's the cover . . . Credit Andrew Miller

I just got the final version of our new free eBook--Family Legacy: Protecting Family in Family Business--and it looks amazing! Thank you to Andrew Miller, graphic designer at Andhedrew. Once we have the download set up we'll send out a link to where you can download it.

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Don't leaders know?

What is it You Do?

When I explain to people what we do . . . use intensive interviewing to understand work teams and assist leaders through the development and implementation of action plans  . . . I often get the question, "Don't leaders already know what is going on with their employees?”  Good question. I think implicit in this question is a common misunderstanding.  I think what is being asked in this case is often something like, "Do you really think that there are a lot of leaders out there with no idea of what is going on with their employees?"  If this, revised, question is closer to what they are really asking, then the answer is an emphatic, "No!"

In fact, I trust that most leaders have a good idea of what is going on with employees. I believe that the majority have spent significant amounts of time trying to understand their employees and the impact of their leadership decisions on those employees.  (This is why I think that consulting approaches that do not see the role of the consultant as a collaborative one are often misguided!) But . . . consider this . . .

Parents, arguably, know more about their children than anyone, yet often "what they know" can become the seeds of problems between them and their offspring.  "You don't understand!" is a common complaint among those children. People are complex. Couples, likewise, know more about their partner than they know about any other of their relationships . . . and often have more trouble. Regularly it is at least partially because their knowledge invites them to assign blame and an unwillingness to make changes. Each person’s history of learning to cope and maintain their own psychological safely is unique and employee’s learn to lie . . . to themselves and others.

Knowing isn’t Understanding . . . Or a Plan of Action!

No, simply "knowing" is not enough. Leaders need to continue to challenge what they know--testing it to check it's validity. Leaders need a vision of where they want to go but they also need a clear understanding of where they are--without the polarizing lenses of self-deceiving "knowledge."  The gap in a leader's "knowing" is reflected when a leader proclaims of his/her team "we are a family" only to have an employee mutter "a dysfunctional family."

Examples of Things Leader’s “Know” that Sustain Problems

 Here is a list of things that leaders "knew" when we were contacted by them or began working with them. In each case, this knowledge proved to be a barrier to knowing rather than an accurate understanding of the situation.  

  • people understand my irritability because I come from a different part of the country . . . it shouldn't effect how they view me as a leader

  • we provide information about employee benefits in a number of ways and times so employees can't have issue with that

  • if we tell employees about the financial status of the company they will have worse attitudes than they do now

  • my daughter is just stressed but she still appreciates working in the family business

  • the way we interact with employees works . . . its these particular employees attitudes that are the problem

  • we have a plan that all the leaders have agreed to and support

  • if I'm not in the room bad things happen (leader who refused to leave when board talked about his job performance, salary, etc.)

  • we already fane a (financial) consultant we can just use him to help us figure out the people issues

  • our family can handle these issues without getting an "outsider" involved (family business member now in litigation with siblings)


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Learn more . . .

HSC provides free and low-cost resources for leaders. Here are some of our related posts:

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