Recently, our company in partnership with the Institute for
Solidarity in Asia, ran a Facilitation Skills Program for planners in a Government
Agency. This agency plays an essential role in human resource management at the
service of the entire government bureaucracy. I discovered how often we take
for granted that we can’t simply wish to become “helping hands” at the flick of
a switch. Instead, people in public service need to acquire robust facilitation
or helping skills to truly be effective public servants.
HELPING SKILLS
I appreciated very much
learning facilitation skills, in my past career when I was hired as
internal organization development consultant at San Miguel Corporation ( SMC)
At that time organization development was new in the country, still emerging as
a discipline and SMC was a pioneer, organizing the first Organization
Development Directorate (as it was known then).
SMC gave us a 2 year training
program developing our team to acquire capacity to service requirements of
internal clients. I realized they are life-long skills that are most useful.
What would a Facilitation Skills Program cover? It would
cover the attitudes, knowledge and skills in Self- Discovery and Mastery, Consulting Cycle
and Skills, Group Dynamics and Process
Observation Analysis and Critical Thinking Skills.
SELF MASTERY
An internal Organization Development Consultant (which is a
role of people in staff groups within agencies or business corporations) to be truly capable of partnering with head
office units or regional offices, have to enable people to achieve
self-mastery.
This means getting greater
awareness of their personhood, learning the skills of processing their own
issues, doubts and expectations to truly emerge as “whole” and integrated
individuals. Only persons who have
started to take the journey of discovering themselves, are capable of holding
their egos in check as they listen to the needs and wants of their internal
clients.
CONSULTING CYCLE
The art of helping leaders, individuals or clients can be
learned by the use of the consulting cycle. This cycle includes: setting the
stage, entry, contracting, diagnosis, determining action, planning and
implementing and assessing and closing. Knowing the stages in the cycle enables
the internal consultant to understand the demands and challenges of that stage,
as well as the competencies required to deliver the stage with excellence as
required by the client.
ENTRY STAGE
For example, at the entry stage, the challenges are how to
create the opportunities for truly useful and meaningful work and roles that the internal consultant wants
to perform in his or her area of expertise and communicating these to internal
clients. It also includes how to get connected, building relationships and
defining roles and relationships.
Competencies at the entry stage are: gathering data,
building trust, clarifying client needs, wants and context and preparing for
contracting. Identifying the client means knowing the person responsible and
accountable (often termed as process owner) for the project, issue, problem or
opportunity.
CONTRACTING STAGE
The entry stage is followed by the contracting stage that
defines the purpose and desired outcomes and how the initiative supports the
overall purpose and direction of the client organization. Contracting here may
not refer to a legal document but a clear agreement on decisions and actions to
be done. It defines the desired purpose and outcomes, the overall approach,
major activities and key check points. It may also contain agreements on
assessment, boundaries, budgets and roles.
DIAGNOSIS
The contracting stage is followed by diagnosis. This brings
together relevant data about the client organization. The data may be drawn
from relevant data about the client organization to determine hindering and
helping forces, moving on to defining the problems and making decisions
consistent with the goals of the contract. Diagnosis typically involves the four
stages of planning, collection, analysis and feedback. Typically diagnosis
requires the use of a model.
INTERVENTION
Diagnosis is followed by planning and implementing
interventions. It gives the client’s agreements on the meaning of data and
agreement on actions to be taken. It also explores alternative solutions or
approaches and the selection of one or more interventions.
ASSESSMENT AND
CLOSURE
The final stage is assessing and closure. The objectives are
to assess the impact of the changes on the organization and to leave the client
with a sense of closure, not leaving with “unfinished business”.
Essential skills for effective internal consulting are managing resistance to change, the
ability to understand and articulate client’s needs and wants and the ability
to design the intervention responsive to the diagnosis. Indeed, helping skills
are useful for all types or organizations both public and private.
Other skills
include group dynamics, process observation analysis and critical thinking
skills that we can try to cover in our next column. Meantime, enjoy being “helping
hands” and facilitators!
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