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Introduction to Organizational Consulting 101

Introduction to Organizational Consulting 101


>>Do you have a vision for taking what you
know and turning it in a consulting practice? Or if you are already a successful consultant
are wondering how to you can begin offering bigger and more strategic consulting services? Then welcome to the Consultant’s Institute! Boy do I have a lot in store for you. I am Betsy Jordyn and I have a consultant
for about 20 years. I got my first job as a consultant after my
first assignment in graduate school. We were assigned a project to create a functional
marketing program to pitch a new HR department we wanted to create for our companies. I really wanted to start a human resource
development department that included organization development, training & development and career
development. For kicks and grins, I decided to send my
class project to my then VP of HR and to my surprise, she told me to go ahead and start
it! So I had the graduate school dream where I
had a class and was able to immediately apply it back on the job. After graduation, I got a job as an internal
consultant at Walt Disney World, which launched my consulting career in ways I never would
have dreamed. While at Disney, I worked on extremely strategic
consulting projects with many exceptional executives. And perhaps even more importantly, I got mentored
extremely well at a formative time in my career. My leaders mentored me of course. And I was on a team of sometimes up to 30
other amazing consultants that I learned so much from. As members of our Organization Development
team, we were expected to give 20% of our time towards building our internal consulting
practice. With that 20% we got explicit about the best
approaches to use for consulting, what we believed about our role and how to position
ourselves. And then we applied and refined those principles
in the context of an extremely complex environment. Walt Disney World is literally the largest
single site employer in the world, boasting 66,000 cast members and myriads of lines of
business. Since being on my own since 2006, I have scaled,
applied and refined these consulting principles in organizations of all sizes and all industries. And this is what I am bringing to you in the
Consultant’s Institute and specifically in the Consultant’s Toolbox. I am holding nothing back. I am giving all the tools and resources that
I have at my disposal so that you can create for yourself the consulting practice of YOUR
dreams. As a subscriber to this Toolbox, you will
be provided self-paced learning opportunities that will help you:
Establish your consulting brand Find and land ideal clients
Effectively turn prospects into winning partners Conduct powerful consulting interventions
such as assessments, organization redesign, strategy, and so on And it all starts here with the first course,
Organizational Consulting 101. This is both the introductory course and the
foundational course that all of the others rest on. It sets forth the principles that exceptional
consulting is based on. If you think it is a waste of time to learn
theories and that theories are not applicable to building a consulting practice, you could
not be more wrong. Have you ever had the chance to be in the
presence of an exceptional musician? When a pianist or a guitarist can sit down
at moment and belt out of tune with both precision and improvisation it isn’t simply because
they are gifted. It is because they learned the scales. Just as learning good grammar is important
to speaking properly and learning the scales is important to playing music, learning the
principles of organizational consulting is essential especially if you want to create
a sustainable and thriving consulting practice. It is only when the principles are ingrained
in you and when you understand them like a master, will you be able to break them like
an artist. By the end of this course, you will walk away
with answers to two fundamental questions: First, am I ready to become exceptional at
organizational consulting? Second, if so how do I need to focus my development? To this end, I have divided this course into
four parts: Part 1 is focused on defining the market need
and the market potential for organizational consultants. Part 2 I will help you better understand the
role of an organizational consulting through clarifying exactly how that role needs to
be positioned within an organization In Part 3 we will go over the “White Space”
of an organization that an organizational consultant understands and can most uniquely
help And finally in Part 4 we will wrap with guidance
on how to think about creating your own learning itinerary that will help you as navigate the
rest of the Consultant’s Toolbox. I want to be open about what I believe about
organizational consulting that are the heart and soul of the Toolbox and Institute: First, organizational consulting is more than
a great way to make a good living. It is a sacred and significant role that is
not understood like it could and when it is understand, has the potential to change a
company and maybe beyond. Second, excellence in organizational consulting
is more than about great marketing and business development. It is about leveraging unique and differentiated
expertise in service of enhancing the effectiveness and long-term health of the organization. Third, to excel at organizational consulting,
you have to understand not just the role but also the context in which the role functions. It is not first about techniques and methodology. It is about understanding that Organizational
consulting is about a relationship between three entities:
i. The organization
ii. The executive
iii. The consultant Fourth, you cannot excel at the techniques
until you master your understanding of the role itself. Along with this video is a worksheet entitled
“Setting Your Intention.” What I would like you to do is to download
it as a way of establishing for yourself the reasons for why you want to build your consulting
competence and when you do what you hope to create in your life that is new or different
than how it is today. There is no expectation that you have all
the answers today but it will help begin the process of clarifying why you are here and
what you hope to gain. As the Chinese proverb says, every journey
starts with a first step and so let’s get started on to transforming your expertise
into a thriving consulting practice that will allow you to win not just today’s business
but also tomorrow’s. I’m Betsy Jordyn and this is Organizational
Consulting 101.

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