What consultants can learn from improvisational theater

Went to improv last Saturday night, had a a great time and laughed a lot.  It made me think: What can consultants learn from improv?

My first reaction to the question was dismissive.  After all, improv is about entertaining the audience, making things up, and generally “winging it.”  Nothing like the well-choreographed meetings and formal presentations that I am used to giving to clients.  Did a little bit of research and I feel there are 7 things consultants can learn from improvisational theater.

Improv and Consulting1. Practice.  These actors practice.  They use games and there are real skills to learn.  In one skit, they had to imitate German, Scottish, Swedish, Klingon, and Australian accents.  Not different from the ways that consultants practice excel modeling, presenting in front of audiences, and learning to say “yes. . and”

2. Listening.  Improv actors have to build on what their colleagues say.  There is no script.  Consultants could learn to listen better to client and their colleagues.  Listen not just to the words, but also listen for meaning.  What do they “really” mean?

3. Use EQ.  Consultants think more than they feel.  This is usually a good thing because we can work with data and develop hypotheses, but it can also be a major limitation.  We forget that it is people (yes, humans with feelings) who need to implement the recommendations.

4. Stay in the moment.  Improvisational theater actors do not have a script.  There are no lines to memorize.  They are entirely committed to the moment.  That is something that we can all learn from.  Put the cell phones away.  Make eye contact with the person you are talking with.  Listen to what the other person is saying, and stop thinking of your witty rebuttal.

5. Be authentic.  This is harder than it sounds.  As consultants, we want to be experts.  We want to command respect and be authority figures.  In reality, we need to be more comfortable in our own skin – no matter how unique, geeky, or even boring.  Be yourself.

6. Don’t get stuck. This is a critical point.  There are points in every project where it seems like you won’t find the answer.  It is a dip.  It is bottleneck.  This is the time when you need  to reach out to partners, other mentors, executive sponsors – and bust through the problem.  As one consultant said, “Just model through the problem.”

7. Remember the audience.  This applies to everything consultants do.  Writing emails.  Drafting proposals.  Making phone calls.  Crafting presentations.  Know your audience.

So now, what are the 3 things that make improvisational theater ENTIRELY different from consulting?  There are many . . but here are the 3 that come to mind.

8. (Don’t) Make it up.  There is no excuse for this.  When you don’t know the answer to a question.  Don’t fake it.  Say you don’t know, and then quickly find the answer.

9.There are (most definitely) mistakes.   In improvisational theater, it is important to build off the the previous person’s “schtick” and keep going.  They say there are no mistakes.  Well, in consulting there are definitely mistakes.  Bad excel models, poorly thought-out presentations.  Uninformed clients.  Faux pas by immature consultants.  Lots of potential mistakes.  As a project manager, you cannot be careful enough.

10. (Don’t) let go of control.  It is easy for consultants to feel overly comfortable at the client site.  We specialize in exceeding expectations, and after a couple of “quick wins”, it is easy to be overly self-confident.  I remember sitting at a TGI Friday’s talking about the client (not all bad, but not all good either), and when we get up to leave – we notice that some clients are sitting in the booth right behind us.  Uh, not classy.

Leadership quotations from Maxwell, Drucker, Roosevelt, and Wooden

This week I thought a lot about leadership and ran across these quotations. . .

What is leadership?

“Leadership is influence” – John Maxwell

“Motivation is the art of getting people to do what you want them to do because they want to do it.”  – Dwight D. Eisenhower

Is leadership inherited or learned?

“Leaders aren’t born, they are made. And they are made just like anything else, through hard work. And that’s the price we’ll have to pay to achieve that goal, or any goal.” – Vince Lombardi“

“Leadership is a potent combination of strategy and character. But if you must be without one, be without the strategy.” – Norman Schwarzkopf

What do leaders do?

“Do not go where the path may lead; go instead where there is no path and leave a trail” – Ralph Waldo Emerson

“The day soldiers stop bringing you their problems is the day you have stopped leading them. They have either lost confidence that you can help them or concluded that you do not care. Either case is a failure of leadership.” – Colin Powell

“We can’t solve problems by using the same kind of thinking we used when we created them.” – Albert Einstein

Am I a leader?

“Whatever you are, be a good one.” – Abraham Lincoln

“We must become the change we want to see.” – Mahatma Gandhi

“You can’t let praise or criticism get to you. It’s a weakness to get caught up in either one.” – John Wooden

What’s the difference between leadership and management?

“Management is doing things right; leadership is doing the right things.” – Peter Drucker

“Management works in the system; Leadership works on the system.” – Stephen Covey

“The manager accepts the status quo; the leader challenges it.” – Warren Bennis

What is the sign of a good leader?

“The function of leadership is to produce more leaders, not more followers.” – Ralph Nader

“Good leadership consists of showing average people how to do the work of superior people.” – John D. Rockefeller

Are leaders always successful?

“Success is the ability to go from one failure to another with no loss of enthusiasm.” – Winston Churchill

“Strive not to be a success, but rather to be of value.” – Albert Einstein

What is the risk of being a leader?

“You must do the thing you think you cannot do” – Eleanor Roosevelt

“When a man assumes leadership, he forfeits the right to mercy.” – Gennaro Anguilo

“Talent is God given. Be humble. Fame is man-given. Be grateful. Conceit is self-given. Be careful.” – John Wooden

maxwell eisenhower lombardi schwartzkopf

emerson powell gandhi roosevelt

What is scope creep?

Scope creep = client wants more work done for the same money.   Not pretty.  It’s no surprise that consultants dread it.  It usually means late nights, grumpy analysts, dissatisfied clients, and potentially lower project margins.  All bad things.

In the end, it is a fancy word for misunderstanding.  What the consultant and client expect the project to deliver is different.  Sometimes it is the consultant’s fault for being unclear, sometimes it is the client’s fault for adding things on last-minute.  The consultant thinks he is  solving problem A, and the client thinks the consultant agreed to solve A+B+C.

Scope

It takes all kinds of forms.  This monster has many different shapes and sizes.  Ask any consultant, and he will commiserate with you about scope creep for several beers.

It happens all the time.  Although it rarely derails a project completely, scope creep is like the common house cold.  It happens on every project in one form or another.  Sometimes it’s just a client’s passing suggestion and other times it’s phrased more like a demand.

Scope creep = out of control.  Beyond the work and the money, I think there are other reasons why consultants find scope creep so demoralizing.  It’s a barometer that the project is not under control.  And trust me, consultants like to be in control.

Consultants are effective because clients have loaned us some of their organizational and political clout to set the pace, nudge clients into action, and keep the takt time of the work.  We have the leverage to get things done through our interviews, workshops, surveys etc. .

So when the client question the scope of the work, well. . . .  it’s a bummer.  It’s like one parent being second-guessed by the other parent in front of the kids.  What will the kids think?  This type of push-back chips away at the perceived (or actual) control we have of the project.  Even though clients are advocating for the consultants to do more work, perversely, the clients are making it harder for the work to get done.

Scope creep = longer project.  Consultants like project-based work.  We like the challenge of new projects and tend to get bored doing the same thing month-after-month, or -gasp-, year-after-year.  Project work is great because it has a start / middle / end.  There is a sense of accomplishment when all the work is turned in and the client says “thank you”.  Scope creep means delaying the celebration and satisfaction of a job well done.

Remedy #1: Be smart from the beginning.  Ideally, the project scope is clearly outlined in the proposal and the statement of work (SoW).  It is common for the SoW to be fairly explicit on what will get done during the course of the project.  Clients sometimes find it a bit repetitive and process-oriented, but it is really the only thing that protects the team and keeps guard-rails on the project.

Remedy #2: Re-iterate scope.  Don’t want to be too heavy-handed about this, but it’s helpful to remind the clients of the project scope.  Have them confirm your progress, and implicitly, agree on the end point.  There are subtle ways to do this too.  For example, you might have a page in your interim presentations which looks like this.

Controling scope creepYou can update it regularly to track progress.  The storyline goes. . . “We finished phases 1 and 2, and now we are focused on phase 3.”  If this is the same diagram that the client saw in the SoW, even better.  The more clients see it, the less likely they will fiddle with it.

It’s like a rock climber who puts anchors in the rock as he climbs; even if he falls, he doesn’t fall that far.  In the same way, the project milestones anchor the project’s progress.

Remedy #3: Say no the right way.  Scope is the senior manager / partner / director’s job.  They must protect the project team and manage the client’s expectations.  It only makes sense that the “boss” of the project is the one to gently push-back on the client:

  • They are usually the ones who have the client relationship
  • They are the ones who approved or wrote the statement of work
  • They own the project profitability and can decide to add more resources if needed
  • They are the “bad cops”. The day-to-day team can stay in the client’s good graces

Remedy #4: Be flexible.  There are times when it makes sense to give a little and do the extra work.  Sometimes, it doesn’t.  Saying YES to clients can get consultants in trouble.

Clients want to feel like savvy buyers of consulting services.  Clients want to have an answer to their boss’ sharp question, “Did we really need to hire the consultants?”  Our job is to give the client enough value (and coaching) so they say “Yes.”

Remedy #5: Think like Ferrari.  Clients pay us for our experience, objectivity and professionalism.  As Enzo Ferrari said, “The client is not always right”

Scope Creep - Enzo FerrariRelated Posts:

Clients hire consultants to GET TO YES

Get to YesGetting to Yes: Negotiating Agreement Without Giving In is arguably the most famous book written on negotiations.  It was written by Roger Fisher and William Ury in 1981 and has been compulsory reading for negotiations classes at Washington, Columbia, Texas, Princeton, Rutgers, MIT and other universities for 30 years.  More importantly, it has been endorsed by people who use these lessons daily – diplomats, lawyers, and business people.  This stuff works.

This book makes four arguments.  When you read them, you will find them very straight-forward, and almost a little too obvious.  Who does not know this, right?  Well, to be truthful, Fortune 500 organizations have a terrible time implementing these simple things and, as a result, often hire management consultant for help.

  • People: Separate the people from the problem
  • Interests: Focus on interests, not positions
  • Options: Generate a variety of possibilities before deciding what to do
  • Criteria: Insist that the results be based on some objective standard

1.  Separate the people from the problem.  People have emotions, bias, ego and history – so it is no wonder that mundane business problems are often actually people problems.   I have been on several projects where we were hired to lend objectivity, arbitrate a disagreement between departments, or simply bridge a gap in communications.  You see this type of communication breakdown very frequently between Sales and Marketing.  See Professor Philip Kotler’s take on this cross-functional dysfunction here.

Republicans and Democrats demonize each other.  One of the many reasons for the political impasse in Washington nowadays is the each side (both Republican and Democrat) see the other side as dogmatic, simplistic and self-serving.  No wonder they have trouble negotiating when they see the other side as evil.

Get to Yes - Reagan and O'NeillIn the 1980s, it was different.  President Ronald Reagan and Speaker of the House Tip O’Neil were fierce opponents who disagreed on most policy issues, and yet, were friends who shared dinners and drinks.  In a Washington Post article by Chris Matthews here, he recalls a brief exchange with President Reagan:

  • Chris Matthews: “Mr. President, welcome to the room where we plot against you,”
  • Ronald Reagan: “Oh, no, not after 6,” he replied. “The speaker says that here in Washington we’re all friends after 6.”

2. Focus on interests not on positionsToo often, people speak in absolutes and say things like  “I will always do XYZ” or “We will never ABC“.   They frame the discussion in terms of “their position” as if it were written in stone.  Clearly, this is not really a negotiation so much as a confrontation.  It becomes a zero-sum game – where one person’s gain can only be at the other person’s loss.

Positions over-simplify the problem.  When dealing with a complex problem – reducing the federal deficit, protecting the environment, reducing crime, alleviating poverty – it seems a bit laughable to think that there is a silver bullet, or singularly perfect solution, or a correct “position” to take on the issue. Complex problems require hard thought, collaboration, leadership and a lot of hard work.

“For every complex problem there is an answer that is clear, simple, and wrong.“       – H.L. Menken

Instead, think in terms of interests. The goals for a negotiation can be numerous, different, complementary, or even competing.  They are not discrete points on a graph, but more like a Venn diagram of two (hopefully over-lapping) circles.  As all Venn diagrams imply, we are looking for the space in the middle that represents a win-win, or at least a mutually beneficial compromise.  Get to Yes - Positions vs Interests - Graph3. Generate options before deciding.   Sometimes clients jump to conclusions because they have been in the industry for 20-30 years, or because “it has always been done that way”.  Consultants are more willing to start with a blank white sheet of paper.

Consultants are really good at this because they spend the time getting the data and really thinking through the problem.  At the beginning of a project, we open the lens very widely and let in all the potential variables and look for hypotheses everywhere.

  • We brainstorm new ideas; at this stage no ideas are ruled out
  • We keep asking “why” until we get to core reason
  • We dig until we get to the root causes and find out what the real drivers are
  • We interview people up & down the org chart
  • We reach out to industry experts who know the larger trends
  • We look for points of comparisons and benchmarks

It’s very common for consultants to structure multiple options for the client to choose from.  This acknowledges that there are multiple potential solutions, but there are trade-offs.  It really depends on the clients’ time frame, appetite for risk, budget, and conviction.  There is often 1 primary recommendation, but multiple implementation options.

4. Insist that the decision be made using objective criteria.  One of the best ways to drive consensus is to create evaluation criteria and make the client stick to it.  For a strategic sourcing engagement, there is typically a request-for-proposal (RFP) for vendors and a RFP evaluation form that clients use to rate the vendors’ proposal.  As I wrote in post, you can use this to evaluate a home you plan to purchase, or even your favorite Presidential candidate.

I have done this many ways.  Sometimes, we use surveys or even pass out evaluation criteria checklists during a meeting.  This is the same way you would approach a maturity model.

Sadly, politicians don’t heed the basic instructions found in this best-seller.  It is as if they were reading an anti-book called Sinking to No, or somehow reading the book upside down. There it too much demonizing of the other party, too much talk of unalterable positions, very little brainstorming of new solutions.  They say and do things that make it nearly impossible to solve America’s most pressing problems.

Learn negotiation from married people.  Anyone married for more than 10 years can vouch for Ury’s advice.   You have to know what is important, look for win-win solutions, and use some strategic compromise for the sake of the relationship.  In a long-term relationship, a short-term harsh win is often a long-term lose.  All husbands know this.

Relevant links: 7 Ways to Simmer Down a Heated Debate (INC magazine)

Why do consultants use PowerPoint so much?

Consultants spend hours making slides.  It’s a common sight to see consultants pouring over their PowerPoint slides – moving pages around, adjusting the colors on graphs, mulling over wording, checking verb agreement and proof-reading.  Presentations are also called “deliverables” because they are the products that we deliver to clients.  It is a core part of the job, but commonly misunderstood.

To the casual observer, it might seem excessive or a waste of time.  Who knows, some might even think it is narcissistic – like someone who spends too much time in front of the mirror in the morning.  After all, isn’t it the content that is important?  Why bother with all the structured presentation?  Couldn’t this all just be put into a written document or memo?

“Oh, you are so good making pretty presentations.” I have heard this more than once and it drives me a little crazy.  The “pretty” part of the presentation is the equivalent of choosing the garnish for a plate of pasta, or the jacket design for a book.   Are clients paying $250-$500 per billable hour for presentation jockeys?  Doubt it.

So why do consultants use PowerPoint so much?

1. It forces brevity.  Good presentations are succinct.  They may have a 60 page appendix, but the executive summary will be terse and have a point of view.  Using the analogy of a tree, the presentation is the fruit.  The consultant may have paid their dues with endless late nights, analysis and interviews, but the end result is a presentation.  There is no glory in showing the client all the gory details.  You need to really boil it down to its essence.  Apply the 80/20 principle, and give the client only the good stuff.  Harvard Business School essays have a limit of 400 words, which is damn tough to do.

I would have written a shorter letter, but I did not have the time – Blaise Pascal, mathematician logician, physicist 

Powerpoint - Graph2. Executives are short on time.  Often times, the executive sponsor of a project will really only commit 10-12 hours of total time for a 4 month project.  The client project lead will be working with you on a day-to-day basis, but you have to remember that executives are short on time, and long on opinion.  They are not going to read a 100 page MS Word doc.

Powerpoint - Graph3.  Communication is the goal.  Consultants are hired to effectively solve problems.  This often means persuading people to take action.  It’s not enough to put smart things on paper; there needs to be results.

Often times, pieces and parts of the presentation are used by the client to “sell” the recommendation to other people – the boss, peers and others.

4. Executives are visual people.  Maybe it’s because they deal with lots of information (reports, emails etc) every day. Maybe they just watch too much TV like everyone else.  Graphs, tables, lists, groups, diagrams all help to convey a lot of information in a concise way. Each of the shapes below can help convey meaning.  They are archetype frameworks:

Powerpoint - Graph

  1. Stage-gate process – narrowing down of options, projects, investment ideas
  2. Phases of a project – start, middle, and end
  3. Venn diagram – the overlap of 2 distinct things
  4. S curve – the evolution, growth, and plateau of a function
  5. 2 x 2 matrix – simple X vs. Y axis

5. Most people are terrible at it. This might be counter-intuitive, or just cynical, but most people are terrible at putting together compelling presentations.  Just go to www.slideshare.net and randomly look up presentations.  They are generally awful.  Full of text, no narrative, no takeaway.  They are essentially a compilation of facts, or a copy/paste from a document.

Big win for consultants. As long as people are crappy at distilling complex problems into easy-to-follow, logical recommendations that are easily communicated to executives. . . more billable hours for us consultants.

Consulting Jargon, Slang and Double-speak that drive clients crazy

Consultants use jargon as if it were a second language.  It serves as a short-hand way to say boring things in a more pseudo-intellectual way.  It is a chummy way to talk.  It is if consultants were jealous of doctors & lawyers who have their own technical vocabulary.

Generally, using jargon is a bad habit.   It is nonsensical, and a bit annoying for the listener.  That said, jargon is still something you should know, even if you don’t use it.

Consulting Jargon and SlangI grouped this jargon into different buckets depending on how much analysis was needed vs. how much analysis was done.  This simple box is called a “two-by-two” matrix and is a favorite among consultants.  It narrows down the key factors into the X and Y axis and forces you to group this into something easy to understand.

Jargon Related to AnalysisBottom left (little analysis needed, little analysis done):  At the beginning of a project, it is often necessary to just ballpark the number or do a back of the envelope calculation to get some initial estimates.  Sometimes consultants guess at the answer early in the project and then continuously refine their hypotheses as they get more information.

Top left (analysis needed, but not done):  Here the consultant made a mistake.   Either they ran out of time, got lazy, or forgot to do the needed analysis.  As a result, he is taking a SWAG at the answer – which is never a good idea.  It is a lose-lose.  Either the consultant tells the client that he guessing (lose) or hides the weakness in the analysis (lose).

Jargon - Ballpark Back of the Envelope SWAGTop right (analysis needed and completed): These two expressions are very common.  After completing a broader analysis, it is often necessary to do a deep dive in specific areas.  You often have to drill down into the the data to really find out what is going on.   Deep dives are good things because they have a lot of rigorous analysis, but they are also very targeted.

Bottom right (analysis not needed, but done anyways):  Here the consultant is wasting time.  She has spent hours gathering data or doing analysis without a purpose.  She is trying to boil the ocean, instead of thinking through the problem in a structured way.  If the partner says you are boiling the ocean, it means that you are lost.  Not a good sign.

Jargon - Boil the Ocean Deep Dives Drill Down

Consulting Jargon and SlangFrankly, all of us spend too much time in meetings – so it is no surprise that there is a lot of jargon around this topic.  Some of this jargon applies to things that happen before, during and after the meeting.  You will find this straight-forward.  .  .

Jargon Related to Meetings

  • Pre-read: A document sent to the attendees before the meeting with the expectations that people come prepared
  • Parking lot: A way to make note of a tangential topic (not directly related to the meeting), so that it can be discussed later.  This is a great tactic to re-direct the conversation to the main agenda
  • To table: Just a fancy way to say “postpone”
  • Hard stop: The latest that someone can stay in a meeting.  This is a polite way of saying, “I have another obligation at that time, so don’t be offended if leave the meeting or drop off the call”.
  • Offline: Just a fancy way to say “Later, in private”  This is used to table a conversation until after the formal meeting.  This also prevents a conversation between 2 people monopolizing the meeting time

Cartoon Meeting JargonThe list of business jargon is endless.  There is a website called The Office Life, which has a reservoir to 900+ “cringe-worthy” consulting-y words.   If you listen closely, you will see how business jargon is used at your work.  It can be overwhelming.  Remember: the client wants you to speak clearly and with authenticity, not with business jargon and slang. 

Related posts:

Consulting cartoon: What miscommunication looks like

This is a classic cartoon about miscommunication.  You can download a copy here.  There are 12 unique pictures and each one shows a different interpretation of the same  situation.  The customer, analyst, consultant all see and hear things differently.  If you are married, you don’t need a lecture on listening, but for those singles. . . beware.

See 3 of the 12 cartoon drawings below.   You quickly get the point.  I use this when I talk to MBAs about client and team management.  The key message is simple: Listen.

How projects work cartoonReally listen to what is being said.  Put it in context. Seek confirmation by writing meeting minutes, debriefing with team mates after a meeting, paraphrasing what you heard back to the client.  Do not simply assume that you heard the client correctly.

At http://www.projectcartoon.com, the cartoon comes in 15+ languages including Japanese, Chinese, Brazilian Portuguese, and others.  For even more geeky fun, you can modify the cartoons here, by typing your own captions and changing the order of the frames.  Enjoy.

Related Posts:

Better PowerPoint: 6 Ways to Make Your Point

What’s the so what? 

You will hear this phrase used on projects a fair amount.  It is certainly not the best usage or even politely worded, but it is critical: Your presentations need to have a point.    

Since consultants are paid for insights, recommendations and results (and often paid on an hourly rate), clients understandably get impatient when it looks like we are wasting time.  You can also envision the Death by PowerPoint meeting where the consultant is simply regurgitating back things the client already knows.  The client is thinking, “I could have told you that.  Come on! Get on with it already.”

If your manager says, “What’s the so what?”  Your PowerPoint slide (report, or update) is not saying anything.  It is just data, or information – which is generally not a good thing.  Here are a few ways to fix it:

Improve the content or flow

1. Analysis: Get off the couch and dig deeper into the data.  Link it to other data, group it differently, run regression, look for outliers, find the “a ha” insight

2. Story-telling: Take a step back and see how this slide fits in the overall narrative. Does it belong somewhere in the presentation?  Is it even necessary?

Make it easier to understand

3. Writing: Writetighter bullets.  Get rid of the jargon, long-winded prose, strange sentence fragments and other poor writing hygiene

4. Title: Rewrite the title so it says exactly what you want the reader to understand

Better PowerPoint - Consulting blog

5. Highlights: Emphasize your point by using different colors, or using a call-out box (sometimes called “kicker box”) to reiterate the point at the bottom of the slide

Kicker Box - Consulting blog

6. Appendix: Don’t fall in love with your work.  If the slide is informative, but does not have a compelling point. . . worst case, move it to the appendix.

Better Powerpoint - Consulting blog