Category: Consulting

Career Reform – The Changing Face of Expertise

In August 2011, I took the title “consultant” off my business card after having it for eight years. It was sad to see the old friend leave, but it was for the best – for both consultant and for me.

Two years ago (22 months for those of you who are more precise), I composed two pieces on what it meant to me as I evolved out of the role of “analyst” and into the role of “consultant” (here) and how this meant developing the skills of a “selling consultant” (here). It was a heady time. I was learning a lot of new skills, meeting the challenges of a post-technical role, managing to a new level of “success”.
Many things have changed since then. But the key lesson that I learned is that the career path that was in front of me was not headed in the direction I wanted to go. The true sign of this, that I ignored at the time, but which is so obvious to me now, is when I started counting down the days to my annual vacation.

Having just finished Onward and Delivering Happiness, I read that these moments come to all people. It’s how they choose to face them that determines their happiness after.

Due to a serious of weird misfortunes, fortune shined upon me. A new opportunity was presented to me, and I was able to use it to shape a new path forward, one I think that many maturing consults imagined that their roll would look like when they started their journey.

My new role is to act as a consultant to the entire organization. And what does that mean? My goal (and I get to invent the role as I go along) is to develop and share the knowledge of the strategic use of the product line, approached from a technical and sales perspective, to help current and new members of the company not only learn the How of the product line, but the Why that motivates prospects to become company customers. I also get to see how the product plan morphs, shifts to meet new information and new ideas.

Am I happy? Yes. When I began my change from analyst to consultant, I had hoped this is where I would end up.

If I stayed the course, would I have ended up here?

Despite being a counter-factual question, I think that the answer is no. I was being squeezed, shaped, and directed by the role of consultant. I had lost control of my own career and was being driven to the next destination in a blacked-out van.
Now I have gotten out of the van, checked my bearings, and started walking in the direction I want to go in.

What’s next? Well, I’m sure that in two years, I’ll have something to share.

What does success mean for you?

Talking to customers is always teaches me new ways of looking at the industry I’m in. I don’t talk to as many customers as I used to, but when I do, it is interesting how many companies, be they large and established or small and emerging, are focused on the problems of now.

I’ve talked about the different perspectives on the problems of now that I have seen in my industry (here and here), but if you ask any consultant or analyst, similar questions can be traced through any company/organization in any industry/sector.
I always look at the problems of now as a passing fad. As I answer each question, a new one would arise, appearing from the ashes of the previous one. To prevent endless flailing about, dancing from question to question like a tactical pinball, I ask the most important question of any scoping process as early as I can:

What does a successful engagement look like to you?

Innocuous. Simplistic. But powerfully effective. Putting this simple question into the scoping process helps the customer explain to you how you’re going to help them be successful, because they know what success means to them.
What applies in the macro can often trickle-down to the personal. I am notorious for not having a “plan” – I have driven a number of Type A (A+++?) managers to madness with my lack of a plan. But I know what success means to me; I just leave the details of how I achieve it open-ended.

Have you considered what success looks like to you?

A Long Six Months

If you had asked me six months ago what I would be doing today, I am pretty sure that I would have been wrong. Wrong on a galatic scale.

GPS has stopped working. Maps tell me that even the Dragons don’t come out this far – I saw a few Dragons in cheap suits selling insurance to travellers on the edge of this territory; should have been a clue. Even the people who have better maps than I do are leading expeditions into uncharted sinkholes and rivers that are “in the wrong place”.

There is no way to fully map what is going to come next. There is a general plan, usually a back-of-the-napkin-map from a dive bar in the last “town” (interestingly enough, drawn by a dragon in a cheap suit). Sometimes there is even a guide (for many expeditions, the guide is a one-eyed, deaf jungle-dweller who communicates via a language of spit and arm movements). In the end, it’s up to your cunning and intelligence to avoid a death so embarrassing, your ancestors will need to changes their names.

So, in order to bring order to this trackless territory, I have begun to lay down some simple rules, ones that will help me keep the jungle madness at bay.

A full calendar does not mean an effective day. The last 10 weeks have seen me in meetings up to six hours a day. Most of the meetings were not for extracting information from customers. Some fell into the Kafka-esque “debrief on the project status meeting so we can update the project plan and prepare for the next project status meeting” family.

And I am not alone.

Customers I work with are often in so many meetings that must be attended personally that the only time to get work done is in meetings. If you’re wandering around the trackless wilds spending all your time updating the map, tracking the menu, and inventorying the clean socks, when you look up from your work, you have missed the point of the trip. Or worse, realize that in the minutiae of the “important” stuff, you have reached a place that you can’t get out of without losing a good chunk of your expedition team.

So, why did you bother coming? Showing up is only 10% of being successful. Paying attention is the real 90%.

Guess what? Other people can help you do it all. Guess what? You’re not the only person who can count socks.

I have become very good at delegating, for reasons that are good, under circumstances that were questionable. You came on this expedition with a team. Use it. There are people who can do the things you think only you can do. This frees you up to do the things that you are good at, like avoiding the impassible canyon (unless your team is big on a diet of bark and spider eggs).

And maybe one or two of the sock counters will show promise by projecting the date of clean sock exhaustion and suggesting that a route to clean water be prioritized for everyone’s foot health. This means that they could help take over some of the map-reading so you can collect those bug samples you’re after.

Delegating work does not mean you are failing. Delegating work means that you are succeeding in maintaining a focus on what’s important.

Every day is a learning experience. I am so far into uncharted territories for myself right now that the map isn’t even helpful at figuring out where I came from. All I know is that new challenges pop up every day, and learning from them helps me get by and press forward.

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