Deck 6: Entry and Contracting
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Deck 6: Entry and Contracting
1
Which type of client is defined as having responsibility for the problem the consultant is working to address and is generally the one paying for the consultant's services?
A) intermediate client
B) primary client
C) unwitting client
D) indirect client
A) intermediate client
B) primary client
C) unwitting client
D) indirect client
B
2
______ are more likely to use strategies such as networking, direct mail, or websites to gain entry.
A) Internal consultants
B) External consultants
C) Practical consultants
D) Dialogic consultants
A) Internal consultants
B) External consultants
C) Practical consultants
D) Dialogic consultants
B
3
Which of the following is NOT a phase in which setting up the intervention for success occurs?
A) entry
B) contracting
C) data gathering
D) evaluation
A) entry
B) contracting
C) data gathering
D) evaluation
D
4
Contracting is a ______ process.
A) one-time
B) continual
C) temporary
D) permanent
A) one-time
B) continual
C) temporary
D) permanent
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5
Which type of client consists of the larger system or organization?
A) primary client
B) indirect client
C) ultimate client
D) contact client
A) primary client
B) indirect client
C) ultimate client
D) contact client
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6
Which type of client is identified as the intial point of communication in the client organization?
A) contact client
B) intermediate client
C) primary client
D) unwitting client
A) contact client
B) intermediate client
C) primary client
D) unwitting client
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7
Which of the following purposes of contracting is described as an opportunity for a practitioner to validate that a project is able to be accepted, and often the practitioner should do more listening than talking?
A) To clarify the client's goals and objectives for the request
B) To allow the client to get to know the consultant, the consultant to get to know the client and the organization, and for both parties to validate that the project is one that the consultant has the knowledge and skills to accept
C) To understand the organization's commitment to change
D) To create an environment in which consultation can success by agreeing on mutual roles and needs
A) To clarify the client's goals and objectives for the request
B) To allow the client to get to know the consultant, the consultant to get to know the client and the organization, and for both parties to validate that the project is one that the consultant has the knowledge and skills to accept
C) To understand the organization's commitment to change
D) To create an environment in which consultation can success by agreeing on mutual roles and needs
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8
Which of the following purposes of contracting outlines the appropriate time to elucidate what the client expects to see when the engagement is finished, as well as how the engagement will be evaluated?
A) To further explore the problem
B) To clarify the client's goals and objectives for the request
C) To allow the client to get to know the consultant, the consultant to get to know the client and the organization, and for both parties to validate that the project is one that the consultant has the knowledge and skills to accept
D) To understand the organization's commitment to change
A) To further explore the problem
B) To clarify the client's goals and objectives for the request
C) To allow the client to get to know the consultant, the consultant to get to know the client and the organization, and for both parties to validate that the project is one that the consultant has the knowledge and skills to accept
D) To understand the organization's commitment to change
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9
The entry stage should be seen as:
A) the first stage in a relationship and trust-building process.
B) the first opportunity to discuss contractual obligations.
C) the first chance for a client to officially meet the consultant.
D) the first stage in scheduling all future meetings.
A) the first stage in a relationship and trust-building process.
B) the first opportunity to discuss contractual obligations.
C) the first chance for a client to officially meet the consultant.
D) the first stage in scheduling all future meetings.
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10
The ______ contract consists of topics that one develop as part of an official professional agreement.
A) formal
B) informal
C) psycholocial
D) dialogic
A) formal
B) informal
C) psycholocial
D) dialogic
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11
The ______ contract is an explicit agreement about the consulting relationship.
A) formal
B) informal
C) psychological
D) dialogic
A) formal
B) informal
C) psychological
D) dialogic
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12
Which type of client is not known to the consultant but is conscious that they are stakeholders in the outcome?
A) intermediate client
B) primary client
C) unwitting client
D) indirect client
A) intermediate client
B) primary client
C) unwitting client
D) indirect client
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13
Which type of client is often affected by the engagement or intervention but may not know of the activity or that it will concern them?
A) intermediate client
B) primary client
C) unwitting client
D) indirect client
A) intermediate client
B) primary client
C) unwitting client
D) indirect client
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14
Given that the client can change depending on the target of the intervention, ______ can be seen as the client when interpersonal issues are involved.
A) relationships
B) group process
C) society at large
D) organizations
A) relationships
B) group process
C) society at large
D) organizations
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15
For ______, gaining entry is often as the result of marketing and selling one's expertise or success to a potential client.
A) internal consultants
B) external consultants
C) practical consultants
D) dialogic consultants
A) internal consultants
B) external consultants
C) practical consultants
D) dialogic consultants
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16
Which of the following purposes of contracting is rationale for a practitioner to conduct an initial set of diagnostic activities as a starting point?
A) To further explore the problem
B) To clarify the client's goals and objectives for the request
C) To allow the client to get to know the consultant, the consultant to get to know the client and the organization, and for both parties to validate that the project is one that the consultant has the knowledge and skills to accept
D) To understand the organization's committment to change
A) To further explore the problem
B) To clarify the client's goals and objectives for the request
C) To allow the client to get to know the consultant, the consultant to get to know the client and the organization, and for both parties to validate that the project is one that the consultant has the knowledge and skills to accept
D) To understand the organization's committment to change
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17
In the contracting process, the practitioner and client explore both the formal and______ contractual elements of their relationship.
A) psychological
B) biological
C) social
D) fiscal
A) psychological
B) biological
C) social
D) fiscal
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18
Which of the following purposes of contracting is described as an oppportunity for practitioners to ask questions about the problem and the client's suggested approach, which then means the consultant can validate the likelihood of being able to carry out an intervention?
A) To understand the organization's commitment to change
B) To create an environment in which consultation can succeed by agreeing on mutual roles and needs
C) To clarify time pressures and expectations
D) To clarify how the client and consultant will interact
A) To understand the organization's commitment to change
B) To create an environment in which consultation can succeed by agreeing on mutual roles and needs
C) To clarify time pressures and expectations
D) To clarify how the client and consultant will interact
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19
Which type of client is identified as those that are included in meetings or from whom data are gathered during the course of the engagement?
A) contact clients
B) intermediate clients
C) primary clients
D) indirect clients
A) contact clients
B) intermediate clients
C) primary clients
D) indirect clients
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20
Given that the client can change depending on the target of the intervention, ______ can be seen as the client when multiple systems are involved.
A) relationships
B) group process
C) society at large
D) organizations
A) relationships
B) group process
C) society at large
D) organizations
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21
When parties agree on a contract, the next phase begins
A) evaluation
B) intervention
C) diagnosis
D) data gathering
A) evaluation
B) intervention
C) diagnosis
D) data gathering
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22
During a contracting meeting, consultants should ensure they ______ because it is important to allow the clients to have the opportunity to express themselves.
A) listen
B) speak
C) dispute
D) neglect
A) listen
B) speak
C) dispute
D) neglect
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23
Which of the following purposes of contracting discusses the notion of handling sensitive information and the necessity to understand and clarify these concerns?
A) To create an environment in which consultation can succeed by agreeing on mutual roles and needs
B) To clarify how the client and consultant will interact
C) To plan next steps
D) To clarify confidentiality needs
A) To create an environment in which consultation can succeed by agreeing on mutual roles and needs
B) To clarify how the client and consultant will interact
C) To plan next steps
D) To clarify confidentiality needs
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24
Which of the following is NOT a problem that can be attributed to ineffective contracting?
A) lack of commitment to taking action
B) disagreements about the consultant's role
C) confusion about the objectives of the engagement
D) correcting misunderstandings or missteps
A) lack of commitment to taking action
B) disagreements about the consultant's role
C) confusion about the objectives of the engagement
D) correcting misunderstandings or missteps
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25
Which purpose of contracting discusses the understanding of what the both consultant and client should to next?
A) To clarify confidentiality needs
B) To plan next steps
C) To clarify time pressures and expectations
D) To clarify how the client and consultant will interact
A) To clarify confidentiality needs
B) To plan next steps
C) To clarify time pressures and expectations
D) To clarify how the client and consultant will interact
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26
Which of the following purposes of contracting deals with sharing expectations about mutual involvement during the project?
A) To understand the organization's commitment to change
B) To create an environment in which consultation can succeed by agreeing on mutual roles and needs
C) To clarify time pressures and expectations
D) To clarify how the client and consultant will interact
A) To understand the organization's commitment to change
B) To create an environment in which consultation can succeed by agreeing on mutual roles and needs
C) To clarify time pressures and expectations
D) To clarify how the client and consultant will interact
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27
If a client seeks to use the consultant in a spy role, this is an example of which ethical dilemma?
A) misrepresentation and collusion
B) misuse of data
C) value and goal conflict
D) technical ineptness
A) misrepresentation and collusion
B) misuse of data
C) value and goal conflict
D) technical ineptness
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28
If a consultant does not appropriately follow the OD consulting process, this is an example of which of the following ethical dilemmas?
A) misrepresentation and collusion
B) misuse of data
C) value and goal conflict
D) technical ineptness
A) misrepresentation and collusion
B) misuse of data
C) value and goal conflict
D) technical ineptness
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29
Which of the following is one way a practitioner can help to not overwhelm a client with various questions?
A) ask questions that appear to wander away from the immediate problem
B) use a critical tone to demonstrate the severity of the impeding issue
C) narrow an exhaustive list of questions to ones that a client can address immediately
D) ask a barrage of questions to ensure all information is obtained at the onset
A) ask questions that appear to wander away from the immediate problem
B) use a critical tone to demonstrate the severity of the impeding issue
C) narrow an exhaustive list of questions to ones that a client can address immediately
D) ask a barrage of questions to ensure all information is obtained at the onset
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30
It is critical a consultant take time to organize and ______ to ensure information is learned about the situation and the potential for a successful engagement.
A) listen
B) ask questions
C) propose solutions
D) deny further opportunities for engagement
A) listen
B) ask questions
C) propose solutions
D) deny further opportunities for engagement
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31
Which of the following purposes of contracting discusses the need for the client and consultant both to explore checkpoints and deadlines for the project and various stages along the way?
A) To undertsand the organization's commitment to change
B) To create an environment in which consultation can succeed by agreeing on mutual roles and needs
C) To clarify time pressures and expectations
D) To clarify how the client and consultant will interact
A) To undertsand the organization's commitment to change
B) To create an environment in which consultation can succeed by agreeing on mutual roles and needs
C) To clarify time pressures and expectations
D) To clarify how the client and consultant will interact
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32
Which of the following is not an example of how recontracting is an implicit evaluation and renegotiation that occurs at each stage?
A) evaluate progress
B) retain previously discussed roles and processes
C) change roles and processes based on past experience or anticipated future needs
D) additional data gathering is necessary
A) evaluate progress
B) retain previously discussed roles and processes
C) change roles and processes based on past experience or anticipated future needs
D) additional data gathering is necessary
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33
Weisbord is known for indicating that
A) a consultant can turn down an engagement if it is unlikely to succeed.
B) a consultant does not need to rely on the contracting phase.
C) a consultant is never finished with contracting.
D) a consultant must find an ending with contracting.
A) a consultant can turn down an engagement if it is unlikely to succeed.
B) a consultant does not need to rely on the contracting phase.
C) a consultant is never finished with contracting.
D) a consultant must find an ending with contracting.
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34
A consultant leading a client to believe they have extensive experience with related problems or overstating certifications is an example of which ethical dilemma?
A) misrepresentation and collusion
B) misuse of data
C) value and goal conflict
D) technical ineptness
A) misrepresentation and collusion
B) misuse of data
C) value and goal conflict
D) technical ineptness
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35
The ______ process actually provides much data to the practitioner because information and observations have already been shared.
A) entry
B) contracting
C) diagnosis
D) feedback
A) entry
B) contracting
C) diagnosis
D) feedback
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36
Which of the following is NOT an indication of a successful contracting meeting?
A) consultant and client have come to an agreement on the process for moving forward
B) consultant and client have appropriately negotiated needs and roles
C) consultant and client have inconsistencies in expectations
D) consultant and client are each satisfied with the relationship
A) consultant and client have come to an agreement on the process for moving forward
B) consultant and client have appropriately negotiated needs and roles
C) consultant and client have inconsistencies in expectations
D) consultant and client are each satisfied with the relationship
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37
Which of the following purposes of contracting discusses the practicalities of meeting schedules and expectations for an equal relationship in which authenticity and honesty are necessities.
A) To create an environment in which consultation can succeed by agreeing on mutual roles and needs
B) To allow the client to get to know the consultant, the consultant to get to know the client and the organization, and for both parties to validate that the project is one that the consultant has the knowledge and skills to accept
C) To clarify time pressures and expectations
D) To clarify how the client and consultant will interact
A) To create an environment in which consultation can succeed by agreeing on mutual roles and needs
B) To allow the client to get to know the consultant, the consultant to get to know the client and the organization, and for both parties to validate that the project is one that the consultant has the knowledge and skills to accept
C) To clarify time pressures and expectations
D) To clarify how the client and consultant will interact
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38
Which of the following should the consultant and client NOT do when going through the recontracting process?
A) allow obstacles to prevent engagement from progressing
B) review the original agreement
C) discuss the engagement
D) discuss the new situation
A) allow obstacles to prevent engagement from progressing
B) review the original agreement
C) discuss the engagement
D) discuss the new situation
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39
______ can occur when a consultant and client agree to "exclude outside parties for personal gain or protection."
A) Misrepresentation
B) Collusion
C) Role conflict
D) Recontracting
A) Misrepresentation
B) Collusion
C) Role conflict
D) Recontracting
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40
Which of the following is not identified as an ethical dilemma for consultants in the entry and contracting stages?
A) misrepresentation and collusion
B) misuse of data
C) value and goal conflict
D) technical ineptness
A) misrepresentation and collusion
B) misuse of data
C) value and goal conflict
D) technical ineptness
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41
OD consultants do not ever lead clients to believe that they have specific expertise or overstate their certifications or other specialized skills.
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42
Discuss why it is critical to invest time early during the first three phases.
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43
Questions should not be asked by the consultant during the contracting meeting.
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44
Advice and counsel on behaviors of specific individuals or job applicants is an inappropriate OD practitioner role.
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45
What are ethical issues in contracting? Discuss.
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46
What type of instances constitute recontracting?
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47
Discuss ethical issues that are present during the entry stage.
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48
Discuss the various purposes of contracting.
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49
All client types have the same needs or expectations as do others.
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50
According to Schein, contracting has both formal and psychological components.
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51
Client responses can be illustrative or symbolic of how others in the organization may be feeling and can be instructive as the consultant approaches the data gathering process.
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52
One purpose of contracting could be to further explore the problem.
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53
Recontracting can actually be viewed similarly to the original contracting session.
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54
If a successful foundational relationship is established in the contracting stage, the consulting agreement has a less likelihood of success.
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55
Contracting requires a written legal form.
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