Choosing an OD consultant-6 guidelines

I know, I know. If I were not 72 going on 73, I would recommend that someone who is shopping for an OD consultant ensure that the potential candidates are equally female, male and bi-sexual. And perhaps a candidate who thinks that Zelensky is the new Churchill. However…

Since I come from a different generation, I want to suggest some questions and issues you clarify when choosing a potential OD consultant.

  • Does your candidate have domain experience relevant to your firm? If you run an insurance agency, an OD consultant with 30 years’ experience in petroleum will not be effective. Domain experience is critical in the present level of complexity and competitiveness. Don’t anyone tell you otherwise.
  • Do you like the candidate? As India-based guru Joseph George points out in his comments to this post, this “liking” can lead to a slippery slope given the parallel requirement of choosing a no nonsense consultant, which is also discussed below. Furthermore, I say this even though I personally am an acquired taste. However, if there is not enough initial personal chemistry, my advice is to think twice. So much of the OD dialogue is based on trust that working against your own intuition is not worth the risk. Let me give an example. If I were to meet a consultant who was late for a meeting and did not apologize, corrected my use of traditional gender pronouns, and used sloppy grammar, I would cut the conversation short. 
  • If your candidate wants to conduct remote interviews or Zoom sessions even some of the time, forget it. Face to face interactions with an OD consultant are as important as are face to face interactions with a dentist.  
  • Is your candidate willing to clearly define goals and eventual results in the initial meetings beyond the basic generic nature of the OD process (which must be made clear up front)? If so, don’t hire because it cannot be done. Project goals emerge slowly over time and shift /sway.
  • Does the candidate appear to be a pleaser? If so, be careful-because OD people must challenge & authority. They should not be compliant or pleasers. 
  • If your staff is ethnically or internationally diverse, if your candidate culturally fluent? Or is he or she   a captive of the culture into which he was born? Give this quiz when in doubt. 

 

 

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What ever happened to them?

Sherman’s mother would always offer us cookies and hot chocolate when we were playing hockey on the street or throwing snowballs at each other. His dad drove a Pontiac and worked nearby at the Toronto Dominion Bank. I heard that Sherman had disappeared into a Hassidic community, although when I knew him he was fully assimilated Canadian with even less attachment to religion than me.  So what ever happened to Sherman?

A decade ago, a firm hired me to work in Toronto. Monthly for about 18 months, I took that very long Tel Aviv-Toronto flight, and stayed the weekend before returning home. I learnt that Shari, like so many other Montrealers, had moved to Toronto. Shari was born in New York and had moved to Montreal as a kid-but she still saw herself as American. Pleasant, happy with a great sense of humour, I looked forward to reconnecting. I called her one Saturday afternoon and she told me that “I have erased Montreal from my life; don’t call me again”. She hung up. What ever happened to Shari?

I really, really liked Gary’s mother. She also was a New Yorker, who had married a Montreal boy, Gary’s Dad. Gary’s mother was warm, loving, kind and very good to me. Gary was a very close friend. He was good in PE (I was not) and I was good in languages and history. Naturally, we helped each other. My very first date was with Gary’s cousin Judy when she was up in Montreal on a visit. Judy’s dad (Gary’s mother’s brother) was a cab driver in NYC! Judy sent me love letters signed “love, Judy”. I was too shy to kiss her on our first date. How silly of me-but I was only 15. Gary  disappeared off the map. I have looked for him everywhere. Where are you, Gary? What the hell happened to you?

Capone (Stephen) was my classmate and his sister Diane was in my sister’s class. His father was Montreal born and his mom was born in Alabama and had a very strong accent. Steven dressed very well and often, I asked my Dad to get me “the same thing that Stephen is wearing”. Capone was what people today would call “cool”, but perhaps “cool” no longer means anything. After all, I am 73 years old on Nov 4. One summer, I learnt that Capone and I were to be going to the same summer camp. I was worried because Capone was popular at that camp, and I was new. Luckily, I was also popular, and Capone and I got on really well. Capone’s sister drowned in a horrible accident. I lost all contact with him, and all my searches have found nothing about his whereabouts. Capone, where the fu-k are you?

In 1969, I returned to Israel where my paternal family have been living since 1917. I did not lose all my friends. Sam, George, Arlene, Norman, Sue; we are all still in contact. I even spoke to Millie a few years ago.

But for heaven sakes-Sherman, Gary, Shari, Capone-where are you?

 

 

 

 

 

 

 

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Trying old tricks to solve new problems won’t help cope with Mass Resignations

The treatment for depression used to be dipping the afflicted in ice water. Not that it helped very much; albeit in its time, it was a state of the art treatment.

In the Roman empire, piles were treated with onions. Of course that treatment became obsolete, even before Preparation H became available.

Hernia holders (someone to hold your hernia inside) were common; they too became obsolete with hernia belts. All treatments of cataracts (which I will not go into) caused blindness, but they were used for many years. But no longer.

Organizations are presently suffering from a lack of loyalty, resulting in high levels of turn-over. The turn over is not as high as some alarmists make it up to be (in order to make money), but it is still high. Furthermore, it has become very difficult to recruit new people.

Yet the ‘treatments’ being used are reminiscent of the onions, ice, hernia holders and hot coals on the cataract-way out of step with what the clients need.

Engagement plans, a fun environment, unlimited vacations and wow-wowism are not an appropriate elixir for the present turbulence in the job market.

The possible solutions may stem from a new way of looking at the crisis.

Here are 3 examples, all real.

Syd’s Steak House in had a 90% monthly turnover of stewards(dishwashers). As a result, all 7 branches were operating at 30% capacity. Syd’s now uses paper plates and plastic cutlery.

Alfredo’s Industrial Laundry in Afula Israel had 29 of it 50 staff resign after covid. Every morning at 7 AM, a bus now crosses the international border at Bein Sean bussing in 30 Pakistani workers from Jordan, who are now exempt for all border checks as long as they carry their magnetic cards.

It takes 5 years to become an expert program manager this cyber security plant. Experts have good relationships with the defense ministry and 4 key clients, as well as background in telecommunications , programming and system integration. 4 of 10 program managers quit since covid with devastating results. After failed exit interviews did not teach the organization anything useful, a structural change was put in place. Relationship management has now been separated from the role of Program Manager. Each relationship manager now has a second driver.

The response to the present crisis needs to be structural and strategic.

Stop using onions and ice.

 

 

 

 

 

 

 

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The opium dens of today

You cannot make much sense of this post if you do not know what an opium den was. Put in today’s terms, it was a recreational establishment where people smoked opium, the most addictive of drugs at that time that  few professionals warned of its dangers. The opium dens devastated China’s population. 

Recently I myself have noticed dens all around me. Mobile phone dens; not opium dens. It does not matter where I am: on trains; in meetings; in the restaurant; in the movie theatre; in concerts; in lectures. Everywhere. There is a sickening stench of addiction.

Amir was reviewing the soaring prices that vendors were now quoting,some justified but many unjustified. The cost of doing business was threatening their profitability existentially. As Amir spoke, Bob was texting his wife. Sima was texting her new girlfriend. Fatima was watching a new you-tuber from Lebanon; Shuki was reading the news. Freddy had turned his phone face down but kept checking it. Yisrael had to leave the room because his son called him from the pool that he had a stomach ache. Tina left the room because her daughter had nausea. Ilan learnt that his new car would be available in two weeks.

The level of discussion after Amir spoke was as shallow as piss on a plater. I was asked by Amir what I had noticed during the meeting, and I said that “people were fucking around on their phones and not listening”.

Amir told me “not to be too old-fashioned”. Sima told me not to be vulgar, and mentioned that I always spoke in the masculine form, which is “correct Hebrew but not politically correct Hebrew”. Fatima was still watching the You Tuber.

The week after I addressed this team about opium dens-with slides and with pictures.They listened and decided to leave their phones outside the room.

And no, it is not the way to do business. It is not that I am old fashioned. It is a severe addiction, with lots of money driving the loss of cognitive and emotional abilties downhill into a pit of disrepair. 

 

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Organizational Frailty as a Strategic Advantage

In 1998, DWD came out with a product that conquered the market. Almost every police department, internal security ministry, and sleuth agency was quick to purchase the product as well as  pay the large monthly service fee. In 1998, DWD’s product division had 20 engineers and by 2014, they had 8977, scattered in 6 development sites!

DWD knew that their account management division was weak in Russia, Germany, Australia/NZ and Japan. They had lost HUGE key clients in all four areas, which tarnished  their reputation, albeit not severely. CEO Arthur Laurier told me in 2001: “I want you to focus all your attention on the quality of account management. It’s the most frail part of DWD”.

HR manager Nicole Abd and I worked together to recruit the very best acccount managers we would find. Nicole would recruit them, and I would ensure that they learned to work well with the back office, which was Israeli, French and Dutch. Even when all was going well,the CEO grilled Nicole and me monthly about “what’s going wrong with the key account managers?” Until the bitter end, DWD retained the best of its account managers.

In the meantime, the product division, convinced that their product was “built to last”, recruited hundreds of mediocre engineers to keep their product afloat. Feedback from the field that their product was getting clumsy and too “stand-alone-ish” was ignored. In 2017, in a massive AI-based paradigm shift, DWD lost 60% of their clientelle to a new suite of products developed in Taiwan. The senior engineers in the product division bolted and the next generation of managers were B grade at most. By 2022, DWD’s products were uninstalled everywhere except for Cuba, RSA and Romania.

The perception of what was “frail” and what a major pillar of success had focused all the attention on the wrong place. What is strong today is weak tomorrow, and if you work on your weakness with vigour, they won’t remain your weaknesses for long.

So always question what issues your client asks you to ignore.

 

 

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Tequila

Dorit and I would go to adult education/open university lectures in the early evening. She always carried a thick notebook, and after the lecture ended, she wrote copious notes about the main points  as well as  things she “needed to think about.” Everyone had left the lecture room-as I waited patiently until Dorit finished her detailed notes. If you ask me why  she took notes in an adult education class, then you don’t know Dorit. She was as studious and diligent as they come.

Dorit was a very smart lady, actually probably the smartest person I ever knew. She had a larger than average forehead, and I used to ask her if she stored all her brilliance in her forehead. She had no sense of humour,  but she loved mine.

True, she was only truly interested in clinical psychology-but whatever issue she addressed, she did so with depth and brilliance. I used to love just listening to her analyse people and situations. I could listen to her talk for hours…and I am not a patient person.

Yet she was so serious all the time. At least that is what I thought.

One night, she suggested that we go to Florentine and (one of us) can get drunk. She was the “one”. Three tequilas, and that was both the source of her new nickname as well as the beginning of our romance.

Every Thursday night, we would take either my car or hers, depending on who was driving, and go to an Indian restaurant cum bar in Florentine. Once in a while, Tequila  would ask her friend, an artist, to join us. On the way to Florentine, she was Dorit, and after the first drink-she was Tequila.

We were in Paphos, Cyprus, Tequila and I, on an evening cruise and we saw a couple who must have been in their eighties. They were holding hands and drinking wine. Tequila asked me where I think they were from and I told her that I had heard them speaking Hebrew. Her observation was that they were so “serene and at peace with themselves.” One week after we returned from Paphos, we read in the paper that the couple we had seen on board had committed suicide, as they were both terminally ill. Their trip to Paphos was a farewell cruise.

Dorit had lost her only brother in one of Israel’s wars.

One day, Dorit  asked me to help her mother move out of her home and into an old age home. When everything was in the truck and ready to go, Dorit and her mother asked me to take her brother’s military cap to the moving van. The cap he had worn during service was neatly folded in a sealed plastic bag. My knees shook and my hands trembled as I took Dany’s cap and brought it down into the moving van. Dorit almost never talked about her brother. But she let me carry his cap.

Things eventually turned sour between Tequila and I and we parted.

I had been invited to the university to critique a certain cirruculum in order to provide an “external’s view” of what should be taught. In the hallway, after the meeting, a professor who apparently knew who I was approached me and asked “aren’t you the late Dorit L’s ex boyfriend.”

That is how I learnt that Tequila was dead. I was devastated. It had been 9 years after her death.

I can hear what she is saying to me now, “we had a great time in Florentine, didn’t we my Shevaty”. (שבטי שלי)

The artist and I are still friends, and we often remember the boundless wisdom of Tequila.

 

 

 

 

 

 

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Understanding the Israeli term “shchuna”-as in “he/she’s a bit shchuna”

Nadia, a corporate lawyer, comes to work overdressed, as do many of her Russian-born colleages. Even the blazing heat of the summer, Nadia is “putting on the ritz”. She is not “shchuna”, because she is not from the shchuna, even if she is.

Shchuna can mean neighbourhood, but more often refers to the long blocks of two to four storey long blocks of housing with several entrances, often with no elevator, small apartments and functional mailboxes yet in a poor state of repair.

When Nadia’s parents came to Israel, she  lived in a shchuna (‘D’ in Beer Sheva) , but she is not shchuna. Not one bit. She has a very strong Russian accent, & perfect Hebrew grammar. She speaks to her kids in Russian, and they answer in Hebrew.

Rafi calls me “bro”. He is 27; I am 72. Rafi mixes up (almost purposely) masculine and feminine pronouns and numbers, although he is very, very well educated; his Hebrew is sloppy, masking his intelligence. He is almost uncomfortable in his milieu as a senior programmer in the cyber start-up where he works. Most of the  people  he worked with served in a elite group but Rafi served in the infantry. He has two visible tatoes. He wears two rings. All his peers admire him, “although he is a bit shchuna”. His mother was born in Romania, survived the camps; his father fled Algeria.

Sima works in Finance as an economist is the revenue-projection team. She uses the term “metuka sheli” (loosely translated as “sugar”) when speaking to her females colleages. Or “hamudi” (loosely translated as Cutey) when speaking to males. Her dressing is not provocative, but is certainly not conservative. The best way to describe her atire is loud. She befriends almost everyone, except her bosses towards whom she shows respect and hidden contempt. She could be promoted if she tried but ‘being in management is not in my league’. Sima comes from Dimona, a desert town. Her parents’  are both Dimona born and all 4 grandparents came different places: Morocco, Tunis, Bulgaria, and Turkey. Sima describes herself as shchuna, and is proud of it. But she isn’t. 

Hava was born in Israel and returned here at the age 15 after her parents returned from teaching at Columbia. She retains a slight American accent, especially with the letters R and L. She is a political activist in her spare time, deeply involved in trying to improve civil rights of illegal immigrants to Tel Aviv. She has a PhD in Philosophy. She does not have a pot to piss in, although she has a well paying job in City Hall. She wears jeans and a T shirt to work every day. She sprinkles her Hebrew with English and often gets confused between masculine and feminine grammar use. There is nothing shchuna about Hava. But Hava would be so glad to be seen as a bit ‘shchuna’. It would make her feel at home.

Got it? 

 

 

 

 

 

 

 

 

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Catching your client’s diseases

Arlene and Alan are both consulting the CEO. Arlene focuses on interfaces between silos and Alan on developing flexibility during crisis. The CEO is highly manipulative and gives ambiguous messages to his team; within 4 months, the CEO has Alan and Arlene working at cross-purposes. They have been infected.

Paco is an all-powerful CFO in a company struggling both to improve its product and to cut costs in order to be more attractive to 3 potential buyers. Paco’s boss, the CEO, hires a consultant to improve rapid development processes and innovation. Paco owns Supply Chain/Purchasing; instead of hiring one consultant to do the job, two cheaper consultants are hired: one “innovation coach” and a “rapid development process guru”. Infected.

A fast-growing company sets highly aggressive unachievable goals. Each employee has the work load of three people. Most of the staff are new immigrants struggling to get a green card. Staff works around the clock to put out fires on customer sites. Larry has been hired to help staff “better align their priorities”. After two months, Larry has 7 projects; he has lost focus and the CEO has no time to meet with him. When the company’s revenue slip due to the exchange rate of the Euro, Larry is axed. He had been infected-on-arrival.

A government agency hires a consultant to “update the C level with state of the art knowledge” on management theory and practice. Caught up in a disastrous power struggle between the HR SVP of 25 years tenure and the new Scientific Management SVP, the consultant has written 12 proposals in the last two months and has yet to start work. Infected.

Yes, OD consultants can facilitate change. But they can also become infected by the client during their professional “struggle” and easily become part of the problem.

Some organizations carry some very nasty diseases, which are infectious upon contact.

Prophylactic measures include supervision, periodic project reviews at the CEO level, and peer critique of work.

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Billing for work that was cancelled or delayed

Were this a commercial issue, I would not be address it here in my blog. Billing for work cancelled or delayed has very little to do with business. It has little impact on a consultant’s revenue. It is however a major component of trust, fairness and mutual respect.

I have put together my view on billing for work that was cancelled or delayed into a few statements of principle that have served me well in the 47 years that I have been an OD consultant.

  • If the client himself does not sign a contract with me, but rather I need to negotiate my professional service with Purchasing or Supply Chain, I will always insist that all hours cancelled or delayed be paid in full for all work cancelled/delayed 4 days in advance. This is a matter of principle. The purchasing agent will maximize the clients’ commercial interests; I will maximalize mine.
  • But let’s assume that I negotiate directly with the client. In the initial stages my work, I will not charge for work cancelled or delayed. My initial contract will only cover 2-3 months, usually “stage one” or whatever. During this time, I will document the revenue lost due to cancellations and delays. After the initial 2-3 months, I will talk with the client about what has happened. I will ask the client what he plans to do, either to reimburse me, take corrective action, both or tell me that “you should have factored that into your initial costs”. Then I will adjust my terms  of the seond stage.
  • When I travel abroad to work, the client will be billed for all work that is/was planned after I have taken off. There are no exceptions to this.
  • Let’s say a meeting was supposed to start at 14.00 and starts at 14.20. If the meeting goes on for one hour, ie until 15.20, I bill for one hour and twenty minutes. If the meeting lasts till 15.00, the client is billed for one hour.
  • All work cancelled the same day depends on the amount of time that I have been working with the client. Veteran clients are somewhat accommodated; new clients pay full fare. I do not close my eyes when clients cancel willy nilly on the day of my work. It may say something is very wrong with the relationship.
  • As far as my being delayed or cancelling work, I am always at the client site 30 minutes early. I never cancel unless ill.
  • Delays due to illness or security threats are never billed.

As relationships develop the quality of the relationship with the client replaces the contract, and financial damage due to delays and cancellations are solved more naturally in the framework of an ongoing mutually beneficial relationship.

 

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Why try to mitigate pain instead of rolling with the punches?

Recently I have been reading yet again about an esoteric subject-this time about how boxers deal with pain.

I was driven to this subject by my grandson who is very, very good at judo. Recently, he had to get his mouth stitched. Faced with my questioning and worry, he told me that his training includes coping with pain, and to an extent, even enjoying it because “judo is also about enduring pain, and even reaching a stage where it does not bother you all that much”.

I went on to read quite a bit about the brutal Thrilla in Manilla, as well as as what it feels like taking punches from the hardest of hitters (Tyson, Foreman, Marciano). I also read what it feels like during the month after you have been knocked out.

These were great reads, because of both the pride and “working through” that boxers experience as they absorb the punishment that they take with such grace and acceptance.

Of course, enduring pain should not become an ideology. I suffer from chronic back pain (my height and genetics) and I do not like it when told that I need to embrace pain instead of taking a Aleve.

While enduring pain is not an ideology, it sure is a necessity especially in organizations; unfortunately, OD does not give pain appropriate focus.

There are imho several reasons for our professions’ misguided attempts to mitigate pain:

  • There are built in conflicts between individual and the organizational needs that cannot be resolved. We are often hired to make that inevitable pain disappear.
  • Mutual dependencies in organizations are often unfulfilled, and are unfulfilled by design. (build fast and build cheap). We are often hired to pretend that teamwork is a cure for unfullfilled dependencies.
  • Technology enables people to communicate far faster than they can act, causing massive overload and burn out. OD has a whole tool kit to “apparently” improve communication, which often does not address the source of the pain-we cannot deal with so much information coming our way so fast.

And that is just the beginning of the list.

Attempts to mitigate the pain, also called wellness, engagement or some other fancy fad, try to plaster over the pain, deny it, and can worsen it. As a result, some OD interventions (stress management) are seen as bullshit, or a derivative thereof.

Pain has a function. Feel it, roll with the punches, and don’t make it go away.

It’s there for a reason. Look the reason with honesty and see what can be done. Don’t try to fool people with snake oil.

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