Craig Engstrom, Ph.D.'s Courses and Research
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Daily Study Notes:
​8-Week Journey to the CPTD Certification

The PLan
​
​Building Personal Capability
20% of the exam; From 6/22 to 7/3

Developing Professional Capability
45% of the exam; from 7/4 to 7/28

Impacting Organizational Capability
35% of the exam, 7/28 to 8/14
Start at Beginning

Day 35: Consulting & Business Partnering

7/30/2020

Comments

 
Consulting & Business Partnering
Two areas covered:
  • 3.2.A Skill in synthesizing information to formulate recommendations or a course of action to gain agreement, support, and/or buy‐in from stakeholders.
  • 3.2.B Skill in establishing and managing organizational and/or business partnerships and relationships.

​These are notes, expect typos.

Key Points


Clients may be internal or external
Steps:
  • Know the client
  • Establish credibility
  • Identify barriers
  • Synthesize information using good presentation
  • Use communication tactics to influence
    • Expressive influencers
      • Tell
      • Sell
      • Negotiate
      • Enlist
    • Receptive influencers
      • Inquire
      • Listen
      • Attune
      • Facilitate
  • TD professionals should act as trusted advisors to members of the C-suite who face rapid change, environmental complexities, a competitive global market, and evolving technology.
  • Partnering is an ongoing role, whereas consulting is defined by a start and finish that follows a process defined by the consultant or the client. 
  • W. Edwards Deming = plan, do, check, act (PDCA) cycle for continuous process improvement, showing the benefits that occur when all employees are involved in making incremental quality improvements.
  • Edgar Schein identified the following roles
    • The expert role occurs when the consultant takes a directive role.
    • The facilitator role is one where the consultant is in a neutral position
    • The process consultant examines processes, systems, interactions, traditions, culture, funding sources, and other interfaces to determine their effect on each other and the results. This role is generally the longest from a time perspective and the broadest from a range of topics and relationships.
    • The other pair of hands generally refers to a consulting role focused on analyzing, planning, and project roll-out.​

4 Phases of the Consulting Process

  1.  Phase 1: Assessing the Need
  2. Phase 2: Understanding the Issue
  3. Phase 3: Present Findings and Interpretation
  4. Phase 4: Developing and Implementing a Solution
  5. Phase 5: Completing the Project and Evaluating the Results

Build Credibility

  • Be proactive
  • Focus on organizational success
  • Apply business acumen
  • Participate and communicate
  • Deliver value

Useful Articles

  • Performance Consulting Tips:  Transactional Work Is a Major Obstacle to “Doing” Performance Consulting
  • https://www.td.org/insights/how-i-used-the-atd-capability-model-to-write-my-performance-objectives​
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Comments

    Author

    Hi. I am Craig Engstrom, I am posting some daily study notes as I cover each of the capabilities covered in the new Association for Talent Development's CPTD certification exam.

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Email

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  • Home
    • Why I love D2L
  • Courses
    • CPTD Exam Prep
    • SIUC - Sp 2021 Courses
    • CMST 390/490 - Applied Communication
    • Online/Hybrid Courses >
      • CMST 101: Public Speaking
    • Course Policies (Syllabus) >
      • Writing
    • Courses Archive >
      • COM 213: Public Speaking
      • COM 220: Intro to Org Comm
      • CMST 380 Intro to Leadership and Org Comm
      • CMST 411 - Rhetorical Criticism
      • CMST 480: Biz & Org Comm Cases
      • CMST 493-19: International Films
      • CMST 480: Dynamics of Org Comm (SIUC)
      • CMST 483: Adv. Business & Org Comm
      • CMST 484: Social Media >
        • Sample SoMe Plans
        • Graduate Readings
      • COM 315: Intercultural Comm
      • COM 319: Bus and Prof Comm
      • COM 320: Org Comm
      • COM 321: Case Studies in Org Comm
      • COM 353: Intercultural Films
      • COM 490: Comm Training (Capstone)
    • Common Forms >
      • Students > Share Work
      • Students' Kind Words
      • Group Evaluation
      • Leader Evaluation
  • Resources
    • Branding
    • Craig's Video Recommendations
    • Job Hunt Resources
    • Learning Paths >
      • How to Create Vertical Videos in PowerPoint
      • Conflict Seminars: Training Guides
      • Conflict & Negotiation
    • Student Resources >
      • Blog Topics
      • How To Vids
      • Haiku Deck
    • Teaching Resources
    • Career Resources >
      • Resume Resources
      • Leveraging LinkedIn
    • Public Speaking Resources >
      • Public Speaking Resources
      • Sample Ignite Talks
      • Infographics
    • CMST Projects >
      • My Communication Story
      • Comm Posters
      • CMST Templates
    • SIU Scholarships
  • CV/Research
    • Podcasts >
      • Podcast D.J. Jeffries
      • Podcast Drew Swithin
      • Podcast Kaci Huelsman
      • Do a Podcast!
    • Communication Teacher Article
    • Journals
  • Internships/Jobs
    • CMST Internships for Credit
  • Blog/Vids
    • Blog
    • YouTube Channel
    • Webinars >
      • Past Streams - 2021
  • Contact
  • April7