The Bleeding Edge “Coaching, Consulting, and Financial Social workers” TCSW Middle Region –...

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The Bleeding Edge | Michael A. Wright michael@mawmedia.com 2012-11-02

The Bleeding Edge“Coaching, Consulting, and Financial Social workers”

TCSW Middle Region – Fall Conference 2012

Michael A. Wright

MAWMedia Group 574.360.2457 www.mawmedia.com Follow Us on Twitter: @MAWMedia Like Us on Facebook.com/mawmedia

Types of Consultants

Expert: Shares expertise in meetings or other live events. Skills: Communication, Systems Knowledge,

Visioning/Planning

Evaluator: Research (compare/contrast/review) current systems and report on efficiency, satisficing, innovation. Skills: Operational Research, Process Mapping/Flowcharting

Sub-contractor: Manage a project and produce deliverables for the client. Skills: Operational Efficiency (to meet deadlines), Capacity,

Customer Service.

Manager: Lead an organization through an start-up or innovation process. Skills: Leadership, Marketing, Return on Investment

Basic Skills & Sociocybernetics

Social Worker Systems Knowledge

Preparing consultants: Micro/Macro Practitioners

Restructure the delineation between micro and macro social work. Consider that ecological systems theory suggests that skills applied to individuals create the basis for skills applied to groups, then organizations, then communities.

General Systems Theory (GST)

Systems can be mapped and their relationships described.

Ecological Systems Perspective (ESP)

The relationships between systems are varied and complex.

Sociocybernetics

The relationships between systems are contracted and purposeful.

Operational Modeling

The behaviors resulting from contracts can be predicted.

Consultant Basic Skills

Change Stages of Change Model/Trans-theoretical Model

Roger’s Change Influencing Factors

Wright’s Change Facilitating Factors

Roles Convener

Aggregator

Researcher

Re-purposer

Stages of Change Process

Pre-Contemplation

Contemplation

PreparationAction

Maintenance

Relapse/ Permanent Exit

Rogers’ Change Influencing Factors

Relative Advantage

Compatibility

Complexity

Trialability

Observability

Wright’s Facilitating Factors of Innovation

Unfreezing

Individual ExpertiseCollaborative StructuresPersonnel Role DefinitionOpen Concept Exchange

Cognitive Restructuring

Education & TrainingOperational ActivitySystems Evaluation

RefreezingMultiple AdvocatesStructural ReinforcementInvolved Leadership

Organizational Skills

Convener Set an agenda and maintain a productive task group.

Aggregator Distill usable knowledge from multiple information sources

and points of view.

Researcher Look beyond the definitions to reveal what the data, the

culture, and the perceptions connote.

Re-purposer Translate knowledge and materials meant for one purpose

for use in a new, productive purpose.

Minding Your Business

Legal Structure

I prefer Sole Proprietorship for occasional projects so that you can manage time and expenses.

Limited Liability Company (LLC) is good when you are signing contracts and taking on liability for project success or failure.

I do not recommend nonprofit status for consultants. Partner with a 501c3 nonprofit (e.g. university, public, or community agency) to be eligible for grants.

Legal Structure

Nonprofit or For-profit? Consider the goals you have for the management, growth,

and governance of the company.

B-Corporations The for-profit organized to do good.

Marketing with Social Media

Social media must be managed in today’s corporate culture. That goes for non-profits and for-profits alike.

Consider the leaders and what they offer: Twitter: Instant broadcast to followers.

Facebook: Ability to message opt-in group.

Linked-In: Ability to create specific interest groups. Kickstarter.com: Online project fundraising (crowd funding)

Awareness tools Change.org: Petition services Madmimi.com: Email formatting

Goo.gl: URL shortener

Contract Considerations

INCLUSIONS FOR CREATING PROPOSALS

Liability: What known responsibilities does the client retain?

Who assumes responsibility for unforeseen costs, delays, etc.?

Insurance: How are cost overruns, delays, etc. handled?

Deliverables/Outcomes: Which are selected for the project?

What are the project targets possible for each outcome?

What is the schedule of outcomes, targets, and financial translations?

Measure success according to calculated ROI metrics.

Unit of Analysis: How is success measured?

How much to Charge

Rule of Thumb Bachelor Degree/5 Years Experience: $50 per hour

Master Degree/15 Years Experience: $75 per hour

Doctoral Degree/20+ Years Experience: $100 per hour

For Flat Contracts Calculate the amount of time it will take you to complete a

project under ideal circumstances. Multiply that time by 3.

Also, consider expenses in any proposed costs.

Caveat Beginning consultants may need to do pro-bono work.

Require written recommendations or reference information from pro-bono clients.

The Roles on the Edge

Life Coaching

Characteristic Challenges Therapy versus Coaching

Ethical Responsibility to the client.

Maintaining session and payment agreement.

Solutions Assessment and Planning is not DSM-diagnosis

Bound by reporting and self-determination in the context of information. Inform the client to make better choices.

Implement a clear schedule and routine including technology where appropriate (i.e. skype, email, online services)

Opportunities Package-Deals: combining health & wellness, life coaching,

fashion consulting, and career counseling.

Flexibility allows the intervention to be tailored to the specific needs of the client.

Evidence-based Practice Proof of efficacy in life coaching is found in the results

achieved by the client.

ACE work suggests that we create narratives to justify our choices. Coaching expands these choices and provides a context for empowerment (resources, decision points, structural controls, and experience).

Financial Social Worker

Characteristic Challenges Business, Math, & Credibility

Experience and Example

Solutions Financial health is about a cognitive-behavioral-meaning

approach first, money second.

Social workers should first complete a process of debt-management, budgeting, micro-business development, and wealth creation.

Opportunities Mom-preneurs and Home-preneurs: a market hungry for

entrepreneurial training.

Banks: Financial health & literacy is as important to financial institutions as it should be to their patrons. They may fund you.

Evidence-based Practice Entrepreneurship as a family effort.

Financing your health and well-being.

Health Social Worker

Characteristic Challenges Incomplete implementation of self-determination. The current,

common implementation of self-determination misses the mandate of individual and social change—the social worker’s responsibility to shape policy and the social environment of the patient through education, relationship, and role definition.

Perception of social work as an add-on to medical care. The perception of social work as non-necessary is an inadequate perspective on practice. The connection of behavior and physical outcomes emphasizes the role of social work as another profession within the health care system.

Solutions the goal of the helping professions is to improve the health of the

individual and, in turn, improve the health of the community at large.

The medical field has long acknowledged the role of psychology and sociology in outcomes for physical health (Engel, 1986).

Opportunities Insurance companies value the health of their risk pools.

They may fund structured intervention that presents a cost advantage over traditional prevention methods.

Support has been proven as a compliance enhancement.

Evidence-based Practice Interdisciplinary individual intervention.

Health and well-being supported by friendly visitors.

The Bleeding Edge “Coaching, Consulting, and Financial Social workers” TCSW Middle Region –...

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