MEXE_C12.QXD 29/7/05 8:51 am Page 155 12 On coaches, counselors, facilitators and behavioral consultants Jack Denfeld Wood and Gianpiero Petriglieri Summary Executive coaches, career counselors, psychotherapists, group facilitators and behavioral consultants all have overlapping, yet different areas of expertise. To make an informed decision about the kind of long-term leadership development program you want, it is crucial that you understand these differences and limitations. In individual sessions, coaches, counselors and psychotherapists work with very different aims and at varying psychological depth. In group work, the contribution that experienced behavioral consultants make to the process of learning from the group’s experience can make the difference between success and failure. In recent years, the trend in executive education has turned increasingly toward behavioral topics. Corporations come to business schools seeking faculty skilled in one-on-one coaching sessions and intensive small group work. Beyond the traditional business school curricula of readings, lectures and case discussions on the topics of general management, most programs now include behavioral sessions dedicated to personality questionnaires, 360° feedback inventories, business simulations, and outdoor leadership activities of various sorts. However, because full-time faculty members seldom have either the time or the behavioral background to fulfill these demands, business schools hire independent practitioners from outside to do much of the intensive one-onone and group work. But these practitioners – ‘coaches,’ ‘counselors,’ ‘facilitators’ and ‘behavioral consultants’ – come from different backgrounds and have different abilities and expertise. Prospective clients need to know what MEXE_C12.QXD 156 29/7/05 8:51 am Page 156 Developing learning materials and methodologies those differences are. This chapter will outline the principal differences among the backgrounds and roles of executive coaches, career counselors, group facilitators and behavioral consultants. Working with individuals Single-session coaching One can approach human behavior in a number of ways. One can work, for example, with off-the-shelf questionnaires as a basis for a one-on-one discussion. This is the domain of ‘single-session coaching.’ Questionnaires such as the Myers-Briggs Type Indicator (MBTI), a personality inventory based on the psychological thinking of Carl Jung, or any of several commercially available 360° feedback inventories1 are popular. Anyone with a good feel for people, one or two days training and a familiarity with the specific questionnaire can become an effective single-session coach. This style of coaching involves listening well, explaining unclear aspects of the questionnaire, identifying trends and patterns in the results, and occasionally dispensing advice for action. In other words, it all boils down to helping managers make sense of pages of summary data as well as encouraging them to do something about the results. This is different from longerterm ‘executive coaching.’ Executive coaching In the last two decades, executive coaching has become a flourishing segment of the ‘leadership industry.’ Individuals who market themselves as ‘executive coaches’ usually sell a variety of services that go beyond elucidating questionnaire results. Their services are typically delivered in the executive’s office, over the telephone or via the internet. Most executive coaches work from a base of contractual cognitive psychology, that is, at a conscious, overt and rational level. Advice, support and encouragement are the cornerstones of their methods. They invite managers to identify personal strengths and weaknesses, set measurable goals and prepare action plans for ‘improvement.’ Structured exercises are suggested for practice of desired behaviors, as well as to provide feedback and measure progress over time. Executive coaches may give explicit, straightforward advice on surviving office politics, strategies for promotion and ‘good career moves.’ They may also dispense tactical advice on how to work with difficult bosses, peers, subordinates and customers. MEXE_C12.QXD 29/7/05 8:51 am Page 157 12 ■ On coaches, counselors, facilitators and behavioral consultants The sponsoring company and the individual manager are usually the executive coaches’ primary ‘clients.’ It’s not uncommon for executive coaching to be imposed on talented managers to smooth their ‘rough edges.’ Occasionally, executive coaches market new and different services than the traditional career-related ones. For example, within the wider mandate of increasing managerial productivity by restoring stressed-out executives to equanimity over lunch breaks, many different types of ‘coaches’ are now offering nutritional advice, meditation techniques, work–life balance guidance, security coaching and all sorts of New Age practices. The majority of executive coaches are former managers who, often as a result of a mid-life transition, decided to pursue an independent career, helping other managers achieve their personal and professional goals. The most popular ones can easily charge thousands of dollars for an hour of advice. A smaller segment of the executive coach supply comes from other walks of life – they are former athletes, sport coaches, members of military Special Forces, actors, and health workers of various sorts. Most ‘qualified’ executive coaches have completed some training over several months or years. These courses are often based on management models popularized by pop-psychology bestsellers – Seven Habits of Highly Effective People,2 Primal Leadership,3 Fish!4 – and represent a cottage industry by themselves. But are such qualifications enough to work with the long-term development of business executives? Psychologist Steven Berglas warns that executive coaches are frequently ‘purveyors of simple answers and quick solutions’ and simply make matters worse. Berglas spent 25 years working in the department of psychiatry of Harvard Medical School and, though an executive coach himself, is deeply skeptical about the qualifications of its many practitioners. ‘To best help their executives,’ he wrote, ‘companies need to draw on the expertise of both psychotherapists and executive coaches with legitimate skills.’5 The ‘expertise’ and ‘legitimate skills’ to which Berglas refers include some form of intensive, full-time clinical training in psychology. Coaches, counselors and psychotherapists work at different levels of psychological depth. One can work at the conscious, overt and rational level mentioned above, or one can work at a deeper psychological level with the unconscious, covert and irrational influences in human behavior. We can use the image of the iceberg to illustrate these distinctions. Executive coaching involves addressing the visible part of the iceberg, the part clearly above the surface and in plain sight. Executive coaches occupy themselves 157 MEXE_C12.QXD 158 29/7/05 8:51 am Page 158 Developing learning materials and methodologies with their clients’ present situation to improve their business performance and future career advancement. If a rocketing career trajectory is the measure of performance, there is much less concern for the impact of that career trajectory on the executive’s personal and family life. Career counseling can go a little bit deeper. Career counseling Career counselors also work at the level of conscious intention and rational decision making. However, unlike those executive coaches who are concerned mainly with present and future business performance, career counselors explore the individual client’s personal history and have a sense of their life situation as a whole. In fact, the ‘client’ for the executive counselor may be less the company paying the bill than the individual who sits in the chair across from them. Their interventions can include suggestions for alternative jobs in other companies or even different professions altogether. To extend the iceberg metaphor, competent counselors operate in the visible portion staked out by executive coaches, as well as just below the water line where the overt influences of the corporate environment meet the covert influences of the executive’s personal history and family life. Psychotherapy Aimed at examining the experience and meaning of a person’s life – with an eye to the development of an individual who has a unique history and destiny – psychotherapy reaches much farther into the depths below the water’s surface. Psychotherapy is an internally directed learning process aimed at personal exploration, integration and growth. Such an endeavor involves accessing one’s feelings and thinking creatively about one’s experience. It entails reconnecting with the past to discover its meaning in the present as well as shaping the future. Effective therapy alternates between triggering and experiencing feelings, followed by the analysis and integration of those feelings.6 Work-related concerns are discussed in therapy as one of many important elements in the client’s past and present experience. Seeing a therapist is usually a personal choice, and for the psychotherapist the individual is the primary client – no one else. Psychotherapists are usually professionals with advanced degrees in medicine or psychology who have spent several additional years in training, supervision and personal therapy themselves.7 MEXE_C12.QXD 29/7/05 8:51 am Page 159 12 ■ On coaches, counselors, facilitators and behavioral consultants Working with groups: Facilitation and behavioral consultation Working with managers in a group setting requires different skills than working with an individual alone. Whereas individual coaching and counseling are interpersonally oriented (i.e. on the relationship with a boss, the relationship with an assistant, etc.), group ‘facilitation’ and ‘behavioral consultation’ also focus on the complexity of group and organizational dynamics (e.g. team decision making, interdepartmental conflict and similar issues). To expand into the group domain, business schools sometimes use group facilitators for business games and negotiation simulations. IMD uses group facilitators or behavioral consultants primarily in the outdoor portion of leadership development programs.8 We prefer employing the term behavioral consultant rather than group facilitator in order to emphasize their depth of expertise and multidimensional professional role. The word facilitator suggests an intention to ‘facilitate’ – which literally means ‘to make things easier.’ We have found that making things easier, smoother and more efficient for executives engaged in leadership activities does not necessarily optimize their learning experience – on the contrary. We believe the word consultant better captures the actual function of this role in a group of managers. The word ‘consultant’ can easily bring to mind images of the ‘Big Five’ business consulting firms recommending off-the-shelf models as solutions to complex corporate problems. In fact, the attitude and approach of most ‘group facilitators’ clearly resembles those of a typical business consultant working with a large corporation. Similarly, facilitators work with groups in a manner analogous to executive coaches’ work with individuals – relying on prescribed models and tools to indoctrinate participants in ‘appropriate’ leadership behaviors. Their background and training also resemble that of ‘executive coaches’ and, in practice, many of them use the terms ‘group facilitator’ and ‘group coach’ interchangeably. However, a behavioral consultant represents a different kind of ‘consulting’ – more akin to a therapist’s clinical consultation.9 Behavioral consultants work with a collaborative clinical approach, which relies on their own and group members’ immediate experience as a means to explore and understand what is happening in the group.10 In short, if facilitators are concerned with what the group should be doing, consultants are concerned with what the group is doing – and work to discover why. Whereas both facilitators and consultants are concerned with the success of 159 MEXE_C12.QXD 160 29/7/05 8:51 am Page 160 Developing learning materials and methodologies their groups, their definition of success is very different. For facilitators, success is mostly concerned with participants’ accomplishment of a particular exercise and getting a good rating for themselves at the end of the program. Consultants are concerned with achieving the primary task of maximizing the learning of the participants – not with the completion of a particular exercise, with ‘feeling good together,’ with ‘working well as a team’ or with getting a good end-of-program evaluation. Competent behavioral professionals do not avoid the uncomfortable nature of their work. We strongly believe that ‘coaching’ a group to operate smoothly, or working to maximize the group’s feeling of self-satisfaction, does a great disservice to the group’s learning. Consultants are neither there to make things easier, nor more difficult – they are there to support the group’s effort to explore its own behavior and to learn from it. Where a facilitator might attempt to reduce discomfort and smooth over controversy, consultants might do the opposite if it serves the group’s learning. While consultants do not intentionally provoke tension and controversy as an end in itself, they expose existing, though covert, tensions, invite the group to look at them, provide hypotheses to understand them and, finally, support individual and group efforts to explore what might be done about them. This is a set of skills that few business school faculty members or freelance business consultants have. It is an aptitude for working with subtle psychological variables that is enhanced by rigorous professional training and serious personal work. Professionals for world-class leadership development After a decade of doing outdoor leadership exercises at IMD, it became apparent that there was a terrible loss in depth of learning using facilitators who were unable or unwilling to work among themselves as a staff team in the same way they demanded of the participant groups – studying their own behavior rigorously, honestly and collaboratively in the service of collective learning. If the aim of doing this kind of work is to provide individual and corporate clients with a world-class leadership development experience – one that fosters meaningful and long-lasting behavioral learning – a staff of competent professionals is not just desirable, it is absolutely necessary. We found that executive coaches, counselors and facilitators without a clinical background are simply incapable of dealing professionally with the full range of behavior that occurs in serious leadership development. Unfortu- MEXE_C12.QXD 29/7/05 8:51 am Page 161 12 ■ On coaches, counselors, facilitators and behavioral consultants nately, the qualities required to do behavioral work well are difficult both to find and to develop. After much experimentation, we found that doing outdoor leadership work well requires familiarity and comfort in three domains: (a) the technical exercise procedures, (b) the ambience of corporate business organizations, and (c) the psychological terrain on which one is working. The strategies for putting in place competent individuals to do the work took time. Mountain guide strategy Because trained behavioral faculty were not immediately available for our work, we initially used company employees whom we had trained to set up the technical aspects – they were primarily mountain guides with an interest in working with people. It didn’t work. Viewing the work as technical in nature, they learned the exercises we had given them, but were unfamiliar with both the language of business and the behavioral complexity of this kind of work. Facilitator strategy We then searched for individuals with backgrounds in human resources or corporate training and development. Though none of the individuals we found had faculty backgrounds with doctorates, they did have some experience as facilitators of indoor business simulations and exercises. Furthermore, they understood the corporate preference for concrete questionnaires and results. We hoped that they would develop more ‘behavioral’ depth during the work. While this ‘facilitator’ strategy represented a modest improvement over the mountain guide strategy, it didn’t work very well either. They learned the technical aspects of the exercises, but their ‘training,’ ‘coaching’ or ‘counseling’ backgrounds proved inadequate to the task of operating at a clinical psychological level. Unlike the mountain guides, the facilitators did have a sense of the corporate world – but they played to it. They were constantly colluding with their groups, usually to keep participants ‘happy’ and thereby bolster their popularity and ratings. To our surprise, some facilitators were even more resistant to working in depth than the program participants. By ‘collusion’ we mean a situation where the consultant influences, and is influenced by, the group without being aware of it. A related way to describe collusion is as an unconscious agreement between the group’s and the 161 MEXE_C12.QXD 162 29/7/05 8:51 am Page 162 Developing learning materials and methodologies consultant’s defenses with the indirect aim of avoiding discomfort. Collusion might be a normal occurrence in any group and it could even help us to understand what is going on. But in order to put it to good use, consultants need to be honest, reflective enough to ‘catch’ themselves, and at least willing to be challenged by their colleagues.11 Unfortunately, with rare exceptions, most facilitators colluded as a modus operandi, ran their groups without sharing much with staff colleagues, and resented questions. We have seen facilitators collude with their groups in innumerable ways, usually to allow participants to avoid being penalized, complete the assigned tasks and experience a superficial sense of accomplishment. The collusion included: (a) warning the participants not to touch a simulated electrified fence; (b) letting them repeat a failed exercise; (c) secretly prolonging the allocated time for an exercise; (d) observing a rules infraction yet not calling attention to it; and (e) lobbying another facilitator in charge of a competition on behalf of their own group. At other times, collusion is more subtle – enacted in those ‘little ways’ in which facilitators attempt to rescue individual participants, the whole group and themselves from discomfort during debriefings or social events. This kind of insidious collusion, if allowed or unobserved, can damage the learning experience even further. Apart from a few gifted individuals, facilitators with a corporate background retreated to their formal role as a ‘friendly’ instructor, and were unable to bring themselves and their own emotions forward as an integral part of the learning process. The examples of collusion mentioned above are basically patronizing and imply that the group needs to be ‘taken care of’ as one would take care of children. In our view, this conceals a lack of faith in the capacity of adults to learn as a group from their own experience, and it undermines the integrity of the learning environment. Finally, facilitators had great difficulty working with more competent clinical staff members at the behavioral depth and sophistication that we were aiming for. By 1998, we again sought to improve the quality of our behavioral work, in order to deliver the quality of learning our clients deserved. Psychotherapist strategy Since we had failed to train corporate facilitators to conduct outdoor exercises and acquire a clinical sense, perhaps we could train the clinicians to work with business groups for leadership development. First, we tried using individuals with a psychotherapy background. Unfortunately, while the therapists could work competently with individuals, most felt MEXE_C12.QXD 29/7/05 8:51 am Page 163 12 ■ On coaches, counselors, facilitators and behavioral consultants overwhelmed when facing a group of demanding business executives during several days of tightly choreographed leadership exercises. Many retreated into confusing psychobabble to cope and, when challenged by the participants or even queried by their more experienced colleagues, became defensive and insecure. Behavioral consultant strategy We desperately needed a staff composed of professionals comfortable working not only with the ‘visible top of the iceberg’ but also with the ‘invisible bottom’ as well. They had to understand and intervene concurrently and competently at several ‘levels of analysis’ – at the individual level, at the interpersonal level of two-person conflicts, at the level of the three- to twelve-person small group, at the inter-group level of complex relations among groups competing and cooperating, and even at the level of the larger social system. We finally began to select consultants who had significant experience in the psychological professions, but who also had a familiarity with how organizations really work. These were PhDs or MDs specializing in psychology or psychiatry, or individuals with a social science Master’s degree who had worked in business, had a depth of clinical experience in group and organizational consultation, and had experience in individual therapy. In other words, we sought those able to cover the entire ‘iceberg,’ from the overt and visible concerns in managers’ rational career plans, to the covert and invisible forces that influence their lives and eventually determine their ultimate destiny. With such behavioral consultants, training in the methods and procedures of outdoor leadership activities has proved relatively straightforward. The work of behavioral consultants In an outdoor leadership development program, the behavioral consultant occupies several distinct roles: observer/cameraman, technician, referee/rule interpreter, collaborative debriefer and, at the end of the program, one-on-one coach. During the activities, the consultant observes and films the group in action with minimal interference in the group’s process, penalizes participants for rule transgressions, intervenes when necessary, and calls an end to the formal exercise. During the subsequent ‘debriefing’ session – which is a crucial learning opportunity – the consultant joins the group to reflect on the events and explore the systematic behavioral dynamics at play. 163 MEXE_C12.QXD 164 29/7/05 8:51 am Page 164 Developing learning materials and methodologies Technically speaking, the consultant’s principal function is to contribute to the creation of favorable conditions within which meaningful behavioral learning can take place. Individually and as a staff, they provide a holding environment for participants, with two main features: containment and interpretation.12 Containment refers to a reliable presence that conveys the message: ‘Here, it is possible to look at whatever happens, pleasant or not. We can express our emotions and articulate our experiences, work them through, and learn from them together.’ This stance provides a suitable vessel for learning from one’s experiences, and a means for accelerating personal development. Interpretation helps the group to put its experience in context and then integrate it within a framework for application to similar situations later on. Briefly, the function of consultants is to provide two kinds of learning opportunities: situations and interventions. They must also master the art of advancing the most useful hypotheses and overcome the natural resistance that emerges in groups during the learning process. Situations Situations that provide an opportunity for learning set the frame of the event, including the boundaries of time, method and place – for example, start and finish times, formal participant roles, rules and penalties, and the space where consultant and group debrief their work and explore their behavior. In addition, given the complex reactions, moods and behaviors that the consultant provokes among different participants, his or her presence provides an opportunity to explore individual and group relations with formal authority – if the consultant is competent and does not shy away from making his or her role the subject of discussion when necessary. Interventions Consultants tend to intervene at specific input points, providing observations, descriptions, emotional reactions and provisional hypotheses. In addition, they occasionally intervene to encourage group members to express their thoughts and feelings, to talk to each other directly, and to remain in the ‘here and now.’ Helpful interventions are aimed at stimulating an open and productive dialogue on a group’s behavior. We find that there are three kinds of interventions. The worst ones are those that tell the group what they should be doing, either overtly by judging their behavior and giving advice on how to ‘improve’; or covertly by continuously telling the group what it seems to be avoiding – and therefore, indirectly, what in the consultant’s opinion it should be talking about or doing. More useful interventions cast some light on what the group is MEXE_C12.QXD 29/7/05 8:51 am Page 165 12 ■ On coaches, counselors, facilitators and behavioral consultants actually doing without realizing it, i.e. pointing out behaviors that suggest what the group might unconsciously be aiming at. Nonetheless, the best interventions are those that not only raise awareness of potential unconscious dynamics, but also illustrate both defensive and adaptive purposes of behavior – what it hides and what it reveals – and encourage further exploration and dialogue. For such an open and productive dialogue to occur, a helpful practice for both consultant and participants is to share and discuss: (a) observations on the overall behavior of the group (‘This is what I saw happening . . .’); (b) simple, clear and direct descriptions of specific sequences of events and repeating patterns (‘And each time you, Fred, take leadership . . .’); (c) emotional reactions to those events (‘And so I felt angry/frustrated/left out/ignored/happy . . .’); (d) hypotheses about what the group seems to be doing overtly and more or less consciously (‘It seems as if the group is avoiding conflict . . .’); and finally (e) some provisional observations as to what the group may be up to more or less covertly or unconsciously (‘. . . to protect certain shared fictions – like we’re all the same . . .’). Let us give you a concrete example: a consultant observes that a group believes its exercise is ‘impossible’ to complete successfully – even though it has discarded half a dozen viable solutions. While the group is still halfheartedly engaged in the exercise, the consultant might interject a comment such as, ‘It appears that the group favors failure over the risk of developing one person’s idea at the expense of someone else’s idea.’ Usually this is ignored. Later on, as they debrief the event, the consultant might follow up a participant’s complaint that the group gave up and ‘threw in the towel’ too soon, by offering the hypothesis that the group might unconsciously prefer to fail and feel depressed because that lets them circumvent an uncomfortable fight for alternative ideas – and for power – among several individuals, all of whom made good contributions, any of which would have worked if picked up by the group and developed. Such interventions are usually met with initial irritation before leading to a collaborative exploration of why the group is avoiding the discomfort of internal discrimination, competition and the exercise of leadership. Hypotheses Hypotheses such as the one above can be aimed at identifying possible causes for the group’s current behavior (‘Perhaps we are avoiding conflict because there is a “protection racket” among the macho guys in the group . . .’) as well as its possible purposes (‘Perhaps we are avoiding conflict in order to feel comfortable by pretending to be the same . . . and operate as if there 165 MEXE_C12.QXD 166 29/7/05 8:51 am Page 166 Developing learning materials and methodologies are no differences among us . . . so we don’t have to compete or look at who is taking over leadership and how’). Of course, human behavior never lends itself to simple, single explanations. In truth, countless hypotheses could be developed about the covert dynamics occurring in a group. Perhaps what distinguishes excellent consultants from mediocre ones is the intuitive capacity to: (a) select the hypotheses that best promote the group’s learning at any given moment, rather than merely the ones that by default fit the consultant’s theoretical framework; and (b) deliver the hypothesis in a clear, simple and timely manner so that it can be heard. Nonetheless, when consultants offer a working hypothesis, the purpose is never to discover and announce ‘the one and only true reason’ for what the group is doing. Hypotheses are always provisional and never claim to be ultimate truths – they are simply pragmatic heuristic devices to stimulate understanding and encourage further exploration. This kind of exploration is not always welcome by a group. Resistance Resistance is a natural occurrence during serious behavioral work. Behavioral hypotheses, especially when they ring true, are usually met with resistance and controversy – with either polite disregard or heated denial. The closer to a sensitive spot and the more accurate the hypothesis, the more provocative it is. And the more it is resisted. The consultants’ work, if done well, upsets and comforts at the same time. Therefore their position is a delicate and often lonely one. Helping group members to uncover what lies beneath the surface of their visible behavior can evoke significant resistance and the consultant can become the lightning rod of a group’s tension and anger. It represents a learning opportunity if – and only if – it can be talked about and understood. When this is avoided by either consultant or participants, the learning process pays a heavy price. Consultants that fear such unpleasant moments of isolation and attempt to please the group, as well as groups that prefer to hold a grudge and refuse to examine their feelings towards the consultant, deprive themselves of a unique opportunity. A balanced reaction of some defensiveness as well as sudden insight (‘Aha, so that’s what we are up to!’) is usually a promising indication that group and consultant are working well together. Learning proceeds most swiftly when they work through the initial feelings of remoteness and inequality, and become fellow explorers who are curious about ‘what might be going on in the group now’ – of the intricate underpinnings of group behavior. MEXE_C12.QXD 29/7/05 8:51 am Page 167 12 ■ On coaches, counselors, facilitators and behavioral consultants The staff as a team A grouping of competent behavioral professionals is not necessarily the same as a competent and cohesive team of behavioral professionals. To do good behavioral work, the staff of a leadership program needs to operate as a coordinated unit. If the staff is not familiar with each other’s style and approaches, this is impossible. To bring continuity to our work together, we limit the core staff to around a dozen individuals. While the team members are diverse in many ways, they share a clinical approach towards behavioral work, a willingness to question themselves, a certain psychological eclecticism, and a playfulness and willingness to experiment. Unlike most other program staffs, ours shares responsibility for all aspects of the work. Beyond work with their designated group, each consultant participates in the management of the program as a whole. Their collaboration ranges from client contact to pre-planning and program design, staffing, remuneration, evaluations, paper grading, and taking various upfront roles with the class. Furthermore, for quality control and staff development, we try to use at least a few co-consulting pairs in each program. In order to operate as a team, familiarity and co-consulting are helpful, but they certainly aren’t enough. Long and frequent clinical meetings before, during and after the program are necessary as well. Staff members need to demonstrate the same commitment to explore and reflect upon their own behavior that they demand from participant groups. Therefore, continuous clinical meetings are an essential part of their work. During the meetings the team discusses what is happening in the participant and staff groups. These meetings release accumulated stress and restore psychological availability, which are necessary to create the least contaminated learning environment possible. They are a prerequisite for experimentation, reciprocal learning and feedback. We always remind participants of the importance of continuing development. It is no less true for the staff members. Beyond active participation in the clinical meetings, the staff needs commitment to continuing development of the team as a whole and of its individual members. The former is helped through one or two annual retreats, where the team as a whole reflects on its work and discusses potential improvements. The latter requires that individuals regularly pursue personal psychological work and attend group relations and group dynamics programs, to enhance their professional skills, and to remind themselves of what it feels like to be in the participant’s role. 167 MEXE_C12.QXD 168 29/7/05 8:51 am Page 168 Developing learning materials and methodologies Conclusion A company seeking leadership development can choose coaches, counselors, facilitators or clinically trained behavioral consultants for the task. It is crucial to consider what you really want. If you are serious about the development of your managers and their ability to lead, it is probably preferable to have them work with a professional who has the capacity to engage them at whatever level is necessary for their personal and professional growth. To do so, one must ask for behavioral depth and sophistication from practitioners who have the background and skills to deliver it. Key take-aways ■ Coaches, counselors and psychotherapists have different abilities, expertise and approaches to working with individuals. ■ In the context of group work, the behavioral consultant’s primary function is to provide a holding environment within which meaningful learning can take place. ■ Competent behavioral consultants have the skills to work at several ‘levels of analysis,’ the ability to select and deliver hypotheses that elucidate covert group dynamics, and the willingness to work with group resistance, in order to promote learning. ■ Effective behavioral work requires the staff of the leadership program to operate as a team, participating in the management of the program as a whole, and engaging in frequent clinical staff meetings. Notes 1 In 360° feedback inventories, managers rate themselves and are rated by their supervisors, peers, and subordinates on behaviors categorized as managerial ‘competencies’. 2 Covey, S.R. (1990) Seven Habits of Highly Effective People. New York: Simon & Schuster. 3 Goleman, D., McKee, A. and Boyatzis, R.E. (2002) Primal Leadership. Cambridge, MA: Harvard Business School Press. 4 Lundin, S.C., Paul, H. and Christensen, J. (2000) Fish! A Remarkable Way to Boost Morale and Improve Results. New York: Hyperion Press. 5 Berglas, S. (2002) The very real dangers of executive coaching. Harvard Business Review, 80 (6), pp. 86–92. 6 Yalom, I.D. (2003) The Gift of Therapy. New York: Harper Collins, p. 71. 7 Wood, J.D. and Petriglieri, G. (2004) Behind the mask: the MBA personal development elective (unpublished manuscript). 8 See this book, Chapter 18. MEXE_C12.QXD 29/7/05 8:51 am Page 169 12 ■ On coaches, counselors, facilitators and behavioral consultants 9 For different approaches to consulting see: Schein, E. (1999) Process Consultation Revisited: Building The Helping Relationship. Reading, MA: Addison Wesley; Block, P. (2000) Flawless Consulting: A Guide To Getting Your Expertise Used. 2nd ed. San Francisco: Jossey Bass Pfeiffer. 10 See this book, Chapter 11. 11 Petriglieri, G. and Wood, J.D. (2003) The Invisible Revealed: Collusion as an Entry to the Group Unconscious. Transactional Analysis Journal, 33 (4), pp. 332–343. 12 Winnicott, D.W. (1990) The Maturational Processes and the Facilitating Environment: Studies in the Theory of Emotional Development. London: Karnac; Shapiro, E.R. and Carr, A.W. (1991) Lost in familiar places. New Haven, CT: Yale University Press. 169