Consulting or Facilitating…Which Works Best?

Do you know the difference between consulting or facilitating?

If you google consulting or facilitating, here’s what you’ll find…

  • consultant is a person who provides expert advice within a particular field, i.e., safety, quality, leadership, security, HR, etc. A facilitator, on the other hand, has a depth and breadth of expertise in process (that can be applied to most problem-solving situations). The organization has a good understanding of the subject matter, yet they need help processing the information and thinking it through to make the best decision for the organization. That’s a facilitator.

Consulting

Consultants are people who have studied a particular subject and developed a training method to sell it so they can make a living. Many people do this quite successfully. This is a pretty competitive business. Some big companies have developed out of successful consulting practices. Their goal is to apply their specific knowledge and fill the need that an organization, team or company may have.

In my experience when a safety consultant was hired to come into our plant, they were quite polished and presented their program very well. The people in my group would sit quietly listening to the offering and trying to make sense as it applied to our work. Often there would be good ideas and techniques presented. The consultants were clearly geared to fix us and make us work more safely.

But they had some big challenges. They did not know us as people, nor the real situations that we faced in our work. They did not care or have enough time to get to know anyone. They would spend a day or two and be off to their next client. Because of this their credibility was shaky. Trust levels were not very good.

As we listened to their presentations, we would begin to pick them apart in our minds. They were the experts so we could just sit back and listen (superficially). When they left, we would talk about how their ideas fit with us, or not. After a couple of days, we were doing things just as we had always done them with someone getting hurt now and then. If things did not work out, we would blame it on the consultant. It is fair, however, to note that there were often valuable nuggets of information that we gleaned and utilized.

The consultants had a very narrow focus on their particular task. They would try to get us to change the way we worked to be safer. I have found that ,over the years, trying to change and improve safety in an organization that struggles with bullies, tolerates lying and coverups, and other dysfunctional behaviors does not work. The dysfunctional behaviors crush the new ways of doing things and the new changes are not sustainable.

which is best - consulting or facilitating

Facilitating

Facilitators are people who help us to solve our own problems. They are highly trained on the safety rules and procedures, but they do not give us a lecture.

The best facilitators were people from our own organization who knew us and helped us to talk together about how to work more safely and solve our own problems. However, we hired good facilitators to join us, too. We would sit together, walk around together, talk about the work, and develop the best way to get it done effectively and safely.

They would ask us questions and help us to think things through. They knew the right questions to ask. They were not there to dictate how to do something as if we had no brains. They were there as partners in the whole effort to work more effectively. We were self-organizing and solving our own problems.

When the facilitators were with us, we began to see things differently, to think differently, help each other, listen, and learn together. We took responsibility for ourselves, each other and the work; we cared. And we learned to keep improving by using after-action reviews.

Our facilitators were available all the time in case we had some questions or needed help. The facilitators were often people in supervision who partnered with us. Sometimes a front-line person like an operator or mechanic or secretary became skilled facilitators. They were skilled because they knew the best process (or framework or model) to effectively facilitate the group and its problem/concern.

We shared information about the work, the necessary tools and procedures, the hazards, the precautions we needed to take to be both compliant with the rules and able to do the work quickly and well. We made sure that people felt mentally and physically fit to do the work. Then when the job was done, we’d talk about how it went and how we could do it better next time.

As we worked this way, all the other aspects of our work culture became more positive and supportive. When the whole organizational culture becomes more positive and supportive, everything, including safety gets better.

To really improve the organization and the safety,
we need skilled facilitators!

What do you need for your organization? Consulting or facilitating?

Note: I would be remiss if I did not share that the Process Enneagram©, which I created 25 years ago, has turned out to be an extraordinary process tool for use in effecting positive organizational change. See my book, The Leadership Dance: Pathways to Extraordinary Organizational Effectiveness, on Amazon. Call me, I’ll be happy to help you learn to use this tool.

Some Simple Rules

Production activity in most businesses is going up with all the changes in our economy.When there is a change in activity like this, we move into a danger zone. People are busier. More people are needed so the hiring picks up. Already there are reports of more serious injuries and fatalities showing up.

In a time like this, management must take a strong lead so the safety efforts pick up and fewer people get injured or killed. Extra attention is needed.

Simple Rules – Part I

simple safety rules should be followedOne of the most effective things that I did in stressful and changing times like these was to follow these three rules:

  1. Share Information
  2. Build Relationships
  3. Show how each person’s work connects to the larger business

First, I spent more time in the plant talking with the people, sharing information about all our safety, environmental and business activities. People were eager to know about these things so we had many good conversations. I talked about the importance of our safety work, the need to keep our standards high, and to work together so that we could all go home in one piece. I reported on our environmental standards and reports to the State and EPA. People felt good when I could report progress in lowering our environmental impact. I also reported bad news, if that was the case. I talked about our businesses, our key customers, and the need to keep providing high quality products on time and at competitive prices. We talked about near misses and the importance of learning from them and not covering them up. I emphasized the importance of all of us sharing information and talking together.

Second, as I engaged with the people in the plant, I was respectful and attentive to their ideas and thoughts. I answered their questions, and if I couldn’t, I promised I’d get back to them with an answer, and I did. I modeled the respectful behavior that we needed. We talked about the importance of treating each other with respect and that harassment and bullying were not acceptable. Sometimes we did not agree, but I never bullied or put people down. When I found that I was wrong about something, I would admit it and apologize. This always opened up the conversations where we could have honest dialogue. We created a safe space for the important conversations. I encouraged everyone to talk with whoever they needed to talk with (regardless of organizational level or department) to get the information they needed for their work.

Third, I shared a lot of information about the importance of their particular job to our total success and asked for their help. We talked together and learned more about our respective contributions.

These three leadership processes are very powerful in helping the organization to come together and grow. But I could not do it all myself. I needed a lot of help from everyone so that we could pick up our production activities and do it safely without environmental incidents.

Simple Rules – Part II

3 simple safety rulesThere are three important things that everyone needs to do to help to keep the safety performance and productivity high:

  1. Everyone needs to look out for themselves. Be sure you understand the work, have the right safety precautions in place, use the correct PPE, be sure to have the right people there to do the work safely, and being sure that lock-out/tag out procedures and other critical procedures are done. You need to get the rest you need to be sure that you are fit for the work and ask for help when it is needed.
  2. We all need to look out for each other, particularly when new people are coming into the workforce. The new people need to get up to speed and helping each other is critical. Help them to get oriented and learn how to use the PPE and other safety equipment. Teach them the right procedures. Keep an eye out for them to be sure they are fit for the work. If you see someone is getting into a problem, take the initiative and go to help them.
  3. Everyone needs to look out for this place where we are making our living. Keep things in order. Housekeeping needs to be excellent and the preventative maintenance needs gets done. The equipment inspections need to be up-to-date. Equipment should not be abused and damaged. Broken equipment should be repaired expediously and taken out of service if necessary. Work orders need to be addressed promptly.

We are all in this together. Managers and supervisors sharing information, building respect, trust and interdependence, and helping people to see the importance of their work for the success of the whole venture combined with everyone looking out for themselves, looking out for each other, and looking out for this place is a powerful way to keep the safety and production at levels of excellence even in a rapidly changing environment.

Simple Rules – Part III

your business safety rules will keep you preparedIn your tool box meetings or shift start meetings, consider expanding your thinking to imagine how someone could get killed in work planned for the day. This is beyond what most groups do, but is an excellent way to prevent an unlikely tragedy. Talk together about how a fatality could happen. Even the most unlikely scenario will happen one day. Talk about what is in place that will prevent the fatality if the event should happen. Then ask yourselves if these preventative measures are good enough to really protect you. If not, then consider what you need to do so that you will be protected from being killed if the unlikely event should happen.

Many fatalities happen because some really unexpected event occurs. In hind-sight the problems are obvious. Let’s try to make them obvious before hand and prevent an unnecessary death.

Want more information? Or hold a conversation on this? Please give me a call at 716-622-6467. I am pleased to share how simple rules make a difference – a big difference.

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