Scope of work

When I first joined consulting, I always wondered if we were being silly by specifying our consulting methodologies in the project proposals. If we could just clearly demarcate what we were going to do, and even the steps we will have to take, then what is stopping the client from doing it by themselves? Ultimately, it is a matter of the motivation behind the client hiring us.

A client might be hiring us to bridge the shortage of manpower; especially qualified manpower for the work that needs to be done. It could be a study or a report, but without the necessary staff with good contextual understanding, it would be difficult for them to find the information, put them together or generate relevant insights from them.

Or the client might be lacking the capability completely; even when they do have idling personnel, the overall company lacks a good understanding of the full subject matter at hand. And bringing in the consulting team helps to provide sufficient contexts for the management to decide subsequently whether to build up the capability internally.

Finally, the client may actually be engaging a consultant in order to get close to competition. This may particularly be the case when consultants are working for different players in the same industry. Of course, they ought to be independent but for certain neutral pieces of information, by hiring the same consultants you often ensure that you are accessing the same information. It’s almost a strategy for loss-prevention.

Ultimately though, you should be hiring consultants because you can’t do the work yourself, and should not imagine that you can. The challenge with the industry is that there are too many people willing to be labeled as consultants but just doing exactly what the client is specifying almost to the step that they hardly add much value. There’s a tension between having to maintain strong relationships with the paymasters while being sufficiently disagreeable in order to make sure the projects serve them rather than simply what they think they want.

Philosophy of engagement

After the thoughts around instant messaging, I’ve been thinking of a philosophy of engagement to define the types of correspondents I want to get involved in – at work or in personal life. We should leave some room for serendipity and surprising conversations.

  • We should stop replying to “lazy messages” where people initiate some kind of meeting without mentioning available timeslots or options.
  • We should probably not respond to emoji-based feedback/comments/likes.
  • Where messages sent are without context or clear communications, the onus should be on the sender to clarify. The receiver could ignore messages until clarification is made.

Now the biggest burden of the instant messages is that once you received the messages it feels as though the ball is in your court and replying relieves you of the tension so that it is out of your court. Developing these protocols for engagement effectively takes that tension away under certain conditions. If we just focus on the communications required at hand, we can develop and internalise these protocols to help us deal with further anxieties induced by instant messaging.

Pleasure or purpose

What do you think drives you more? The desire for pleasure or for purpose. I think it takes both and to some extent they are substitutable. Yet I cannot help but see pleasure as the lesser cousin. In some sense, we are made for purpose while pleasure is made for us. And so when we live simply for a life of pleasure and purpose eludes us, we can be terribly empty.

Ultimately, we need both. Pleasure can help alleviate some pain along the way of purpose but when it ursurp the place of purpose in our lives, we are lost.

Frameworks & protocols

Some consultancies thrive on creating frameworks and processes and protocols. They sell, especially well to management. But the ops guys know some of these processes cannot be upheld. They are counter-intuitive, perhaps too onerous. Why is it so hard to convince the management to drop that sort of nonsense?

Because the management wants to believe that the operations are really so rational and systematic. They like to think that most of the things can be measured, quantified and put into a nice dashboard for visualisation. It is the same with a city authority, or even a government.

‘Statistics’ is derived from the latin word ‘status’ that means ‘political state’ or ‘government’. It was related to the ruler collecting data on the territories and the people in order to extract taxes, monitor their subjects, know how powerful their military is. Frameworks, protocols and all that stuff is naturally attractive to the corporate management, that derive most of its techniques from public and military administration. It should come as no surprise that managers who might think they are kings would love these.

Which leads me to ask, how did businesses and leaders learn to break out of that? To envision something entirely different, and to actually try to realise it in their organisations.

Minions’ questions

Is the responsibility of the sales team just to sell without interest of the client or regard for the claims that a product is making? To what extent does a salesperson have to perform sufficient due diligence on his/her own product before trying to approach clients or prospects about it? How convinced should he or she be? Is there a right or wrong when it comes to selling a product that may have been misrepresented?

What about following instructions of management? Especially in terms of instructions you may not agree with? Perhaps not because they are illegal or directly harming anyone in particular, but because you disagree with the management’s assessment of its effectiveness? To what extent do you exercise your own judgment to defend the interest of the company vis-a-vis your management?

What about following a policy; a company’s policy or even the policy stance of perhaps a ministry? The idea of a policy is really to reduce discretion and that is supposed to create some degree of fairness and predictability. But it can also serve to dehumanise the ones who are stewarding it because they are just ‘following the policy’ rather than being human, empathising with situations and recognising the policy intentions. As a staff, one should be free to question these; but unfortunately, if one disagrees and choose not to uphold, then one will have to answer to the consequences of it. Fully.

Can policy serve everyone?

A monopolist who practice price-discrimination actually allows the economy to achieve an allocative efficient equilibrium. The problem is that it upsets distribution severely. Yet economics have little to say about optimal distribution in the economy. Besides, it doesn’t give a clear indication of the specific identities behind who should receive more, or less. Social policy however, needs to care about distribution to certain extent. It promotes a sort of well-being that keeps the society together to be able to continue generating economic fruits.

Now the social policy that cares about distribution will need to treat people differently; that there has to be some kind of discrimination. And this discrimination is going to be rather subjective to some extent other than being able to articulate the set of criteria. Being able to say the criteria beforehand can give a guise of objectivity to it. And of course, being able to articulate who falls into which category and why will bring the transparency up a notch.

However, policies can’t be all case-by-case, even if we are able to articulate and explain why it serves one person rather than another; or even justify why a particular party should benefit more from the policy than another. But at the end of the day, a policy cannot possibly serve everyone; and in fact, any policy that is laid down basically has its own defined set of winners and losers. The hope is that the aggregate gain is more than the aggregate losses (in whatever mysterious way one might like to work out the aggregate). So then when we uphold a policy, when we force people into the ‘standard’, are we clear about why we are doing so, and who are the winners or losers? I’d challenge public servants especially in the frontline to be absolutely clear about this – that they may uphold policies with a clear conscience.

Integrity or incompetence

As I mentioned from previous blog posts before, I recently finished watching The Dropout and it dawned on me how our culture increasingly pitting integrity against the risk of appearing incompetent, or failing. It is precisely the desire to appear successful, smart, competent that led to an escalating series of lies. And it is not just Theranos, or Silicon Valley, but all around us.

In our bid to convince others of our competence, are we overreaching in terms of how we represent our capabilities? Do we give in to the pressure from competitors, from imaginary rivals that we have to claim more, aim higher, push further, and hustle? Are our actions adding to the culture or detracting from it? Why do we want to take action to fuel a culture we don’t agree with? Or maybe we do?

Window-dressing of accounts, creative accounting, greenwashing, and to some extent many PR campaigns are all corporate techniques at maximising the short-term at the expense of the society, or the consumer, or the longer term corporate selves. We don’t have to choose between integrity and incompetence, we should not allow corporatism and capitalism to force that choice upon us.

History is a gift

Learning through your own mistakes is a vital way to survive; but learning through the mistakes of others is surely a way to go beyond survival and even to thrive. The reason for mankind’s success is manifold but surely one of the reasons we succeed is the ability to accumulate knowledge and that includes accumulating our learnings from mistakes, the ones that we didn’t make ourselves, and to be able to learn things beyond what other organisms can learn within a single lifetime.

Cultural artefacts, language, writing, all kinds of interesting designs and format of things are each a scaffold for us to scale above our limitations. And to that end, history is a gift to us because it is the sure way to learn from the mistakes of others, the experiences before us that we may never in our lifetimes get to encounter. They are all there! Recorded for us. Granted, there may be some biases in storytelling and I’m not here to champion ‘herstory’ over ‘history’. It is history as a concept that has so much value that we overlook.

Just because things keep on changing doesn’t mean that that what was experienced in the past is irrelevant. It just means there’s a bigger picture and a lot of creativity needed to interpret the implications of history for our lives today. But history is still relevant and it is a gift to us. Imagine being able to acquire experience without going through things; or getting a certificate without going through a degree. That’s how we should start looking at history. It’s a gift, and a waste not to learn it.

Held up by systems

Patient consultations are at least 2 minutes longer per patient and the interactions less ideal because the system used to load medical records for the doctors are slow. The doctor tries to engage the patient but keeps glancing at the cursor to check if the records have loaded.

The website is down today so the electronic forms you were supposed to submit today cannot be filled in. You’ll have to wait till tomorrow and you’d be considered later in submission.

This form only has boxes for filling in Chinese characters for one’s name; so if you have an English name, you’ll have to try writing all the words within that small space and hope they accept the form.

You need to get the job experience, and put it on your CV so that the ones recruiting will select your CV while screening them. But how do you get the job experience in the first place then?

There are lots of systems put in place to improve lives, speed up processing, make things more ‘predictable’. In reality, they often are about trying to standardise, ignore idiosyncrasies, and reduce problem solving to ‘processing’. If you were brought up to think that life is about standing in line, obeying the commands to get your bowl of soup, then it can be hard to start being creative and seeing reality for what it is about rather than just what the systems are about.

For those working out the systems, ask ‘who is this for?’ It can’t be for everyone because if the system tries to serve everyone, it serves no one.

Someone has to do the work

My mum left her job recently. There were red flags about her employer early on but she ignored them. The employer didn’t pay her for the salary she was entitled to during her sick leave (she had a certain amount of fixed annual paid sick leave though it was a part time job); and that included some of the days when she was down with Covid. My mum, being a traditional worker just stayed on. Five years without a single increment, working on her tasks responsibly and keeping things in line when the management was not maintaining the structures and protocols laid down.

She knows the structure, the service and work she was supposed to deliver, and she believes someone needs to be doing the work. She can’t quite figure out who will if she doesn’t. So she does the work. This is a model of the responsible worker we were brought up to consider a believe in.

But there can be an alternative: Must the work be done? Are there other ways management can observe things besides having more employees filling out paperwork and doing reporting? Are there tools the company can adopt to automate the tasks? Can the boss write an email or text message rather than call for a meeting? Must the decision be made by the boss? Why can’t the staff be empowered to do so?

The industrial complex around all kinds of systems will not throw up such questions because it takes a human, a creative mind, one that cares and not one who ‘just do’ to ponder over these. We need to consider how to make the work of the future more human, more flourishing for workers, not just the shareholders.