Professional Documents
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Consulting Techniques
Consulting Techniques
Consulting Techniques
Summary
Our article aims, on the one hand, to offer guidelines so that, from initial training,
students are trained in the work of advisors, specifically, that they know how to work within an
advisory process. To do this, they must know who the advisors are, what advice is, what their
theoretical models are and what range of strategies and techniques they can use. And on the
other hand, exemplify step by step how training begins in an advisory process from initial
training.
Abstract
Our article has two objectives: the first one is to give information about what the
counseling is, who is the counselor, what are the strategies and the skills which help to
troubleshoot the issue. The second one is to offer a step by step guide of how the students
are trained in the counseling process.
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The objective of this article is to show how, from initial training, skills can be acquired
and practiced to begin a counseling process, to the point that such process is undertaken
rigorously. This experience is framed within the program of the subject Didactic Advice to
Educational Centers, which is an elective taken by students in the second and third year of
Pedagogy. As such a subject, it has credits through which we will study the theoretical and
practical contents that will allow us to develop this experience.
We present, therefore, two large sections. In the first we will remember what advice
models exist and from which we start, what are the phases of an advice process and what
strategies we have – essential knowledge for students in training. And in the second, we
exemplify an advisory situation so that they connect the theoretical contents learned with the
situation - hypothetical/real - of the practice that we offer them.
In the literature we will find disparity in counseling approaches. We have selected the
proposal of Nieto (1993, 2001) who points out different approaches to advising educational
centers, namely, intervention, facilitation, technical collaboration and critical collaboration.
These are situated on a scale that goes from greater directivity (of the intervention approach)
to non-directiveness of the rest (Escudero and Moreno, 1992). These approaches lead to two
Teachers, Journal of Curriculum and Teacher Education, 4 (1), (2000) 2
counseling models (Tejada, 1998): implementation and development. Our proposal is that we
are committed to the process or development model, which acts guided by parameters of
collaboration, commitment and autonomy.
The process to follow when you intend to advise in a center outlines specific phases.
We will rely on the proposal of Escudero and Bolívar (1994), cited in Bolívar (1999), who
provide the following sequence of an advisory process, oriented to development and
collaboration:
(a) Build joint initial conditions: we would have to develop strategies that solve
communication difficulties, conflicts and prejudices. It would be clarified what is done in a
collaboration process, collaboration will begin, dissemination strategies will play an
important role where teachers are reinforced in their decision to have undertaken a
process of change and encouraged to continue; strategies for hearing what teachers
want; diagnose what you are seeing...
(b) Self-review of practice: in this phase the situation in which the pending issue is found and
those involved in it are revealed. We will use communication and collaboration-
participation strategies.
(c) Identification, prioritization and clarification of needs: an attempt will be made to bring
teachers to agreement on achievements and needs. To do this we will resort to decision-
making, reflection, communication and collaboration strategies.
(d) Preparation of action plans: involves the design of strategies and resource planning to
address the problem of concern, if that is what the improvement project consists of. The
strategies that would be used would be analytical, especially due to the effort to reflect on
the designs, communication and collaboration.
(e) Implementation and development: it is about putting into motion everything that has been
designed. This moment will be characterized by consensus among the working group,
that is, everyone will agree on what has been done and that it should be implemented.
Collaboration and analytical strategies will be used.
(f) Evaluation and monitoring: Strategies will appear that describe the situation, that is, they
will inform us how far and how it has been reached and also whether this change will be
accepted as something internal, something that will be common in the school since it
continues in the same way. autonomously. The strategies that will be used will mainly be
those of evaluation and those of reflection.
1.2. Tools
The strategies for counseling will always be subject to the theoretical model from which
they are chosen and the use that the advisor makes of them. We call them advisory because
they are used in the process to encourage critical reflection on the practice of the teacher and
the center, as a premise for improving quality. Although they really come from various
scientific fields such as Psychology, Mathematics, Philosophy or Didactics, we will use them
in the advisory process.
There are various attempts to classify advisory strategies for an innovation process, but in
order to comprehensively address them, they must be separated from their initial dependence
on rationalist/managerialist models of change management. In this sense, Bolívar (1999)
differentiates between: strategies for institutional change, strategies to generate capabilities in
the organization, strategies for proposals for the exchange and dissemination of knowledge,
experiences and resources, and strategies to facilitate local initiatives.
In this line of trying to abstract the strategies from their models and reuse them in different
situations for which they were designed, we point out the classification of Municio (2000) who
Teachers, Journal of Curriculum and Teacher Education, 4 (1), (2000) 3
works with a whole range of tools for quality evaluation, but which we consider to be well
could be applied to counseling processes. We especially recommend problem-solving tools,
such as Problem Definition, Affinity Diagram, Cause-Effect Diagram, Force Field Analysis,
Tree Diagram and Solution Selection, all of which are aimed at finding the situation at hand.
advise; as well as tools for process improvement, such as Arrow Diagram, Flow Diagram,
Relationship Diagram, Matrix Diagram and Action Plans.
Another proposal (Pérez, 2001) groups the different strategies around their functionality,
that is, communication, presentation, reflection, participation and evaluation, in addition to
specifying what techniques make up each of those, what they consist of and how they are
used in the counseling process. With all this, students will be provided with a conceptual
framework and a range of systematized tools with which to operate as advisors:
• Communication strategies
Sometimes it is essential for an advisor to act 'in front' of the group, as an expert,
because the group of teachers is at the limit of their possibilities in solving a problem and they
request external support - to the advisor - to give them the information or skills. recipes they
need and take charge of the project. The advisor who will respond in principle as a 'front'
communicator, will have sufficient skill to build a bridge towards 'between' communication and
dilute his leadership so that it can be taken up again by the center's teaching staff.
The strategies that the advisor will take care of in the transmission of information coincide
with the components of verbal and non-verbal communication. The strategies and techniques
that will be considered will refer to the: sender, message, audience, relationship climate and
language.
• Presentation strategies
The purpose of these is for the advisor to get to know the group, to make himself known,
as well as to promote a relaxed atmosphere that breaks the ice, especially in the first contact,
until a group atmosphere is obtained. Three situations may arise: one, that the advisor is
known by the teachers; another, that it is unknown to them; and another that the teachers do
not know each other or have no relationship, because they are from several centers, they are
from different departments, from different stages...
• Reflection strategies
With the introduction of reflection strategies by advisors among teachers, they will
analyze and interpret their organizational practice as the main way of knowledge. Among
those that increase teachers' knowledge we find those of self-knowledge (biogram, self-
report, diary...), practical observation (video, cassette, observation protocols...), coaching-
Teachers, Journal of Curriculum and Teacher Education, 4 (1), (2000) 4
Some more are: recording of incidents, writing, life stories, group analytical discourse,
conversation with a critical friend, engineered situations, electronic feedback, platforms, case
studies, reading documents, reflective positioned practice, reflective seminar, critical
dialogue , representation, planning, creative technique of mediational fluency, narrative
vignette, metaphors, cognitive maps, the wall and the consensus technique.
• Participation strategies
The benefits obtained by professionals who practice these strategies translate into
participants strengthening their confidence and competence and also building a solid
collaboration network that frees them from the professional isolation to which they are
subjected, making the collaboration structure continue for years to come. The advisor will not
act as a leader, on the contrary, he will ensure that from the group of teachers to whom he is
united for a purpose, an internal, non-directive leader emerges, capable of guiding the
process of change, although with the help of the advisor. This situation will be achieved by
stimulating participation and this requires that the advisor reinforce collaborative attitudes,
facilitate dialogue and the participation of all, harmonize the differences between the different
positions, help the presentation of all ideas and ensure that decisions are take by consensus.
• Assessment strategies
The evaluation, according to Del Pozo (1998), is carried out by the entire group involved
in the introduction of the improvement, with the instruments and techniques that they consider
most appropriate depending on the aspects that they wish to verify and in which they want to
delve deeper and according to the resources that they have. they have available – time, for
example – at every moment. Some are: Self-developed or standardized questionnaires,
exams, individual interviews, reviewed documentation, that is, what documentary sources
they have been based on, observation, written self-reflection and discussion groups.
At the end of the theoretical credits of the subject Didactic advice to the educational
center, and as a compilation of this, we proposed some situations to our students that could
Teachers, Journal of Curriculum and Teacher Education, 4 (1), (2000) 5
arise in daily life and in which they should assume the role of advisor that they believed
appropriate. The aim was that, through a reflective attitude, they were able to connect the
theory offered with possible practical cases.
For such action they needed to organize each and every one of the theoretical topics
and all the practiced strategies that we had been developing in class weekly, to finally extract
the information they required from both parties. The theoretical topics provided information
about: what is counseling? What are the counseling approaches and models that exist? What
are the general strategies for the process? What factors are involved in counseling? What is
the function and role of a advisor?, and finally, under what advisory approach
Is it advisable to act? The practical part of the subject was interspersed between the
theoretical explanations. Basically it consisted of showing strategies for advising in the
centers, trying to fit them into the advising models. All these questions were developed based
on several procedures. On the one hand, the master lesson, through which the teacher told,
relying on transparencies, the content of the topic; and on the other hand, we used inductive
techniques so that the students would be the ones to reach the contents of the topic step by
step. Of course, such reflection was led and guided by the teacher, who posed the questions
and the common thread towards which to direct the results.
To the students, we present four possibilities among the many that they can consider:
a) an advisor must begin an advisory process in a center with which he or she has not had
any previous professional relationship; b) an advisor who is going to advise a group of
teachers from a center with which he has maintained contact, on a problem already detected
by them; c) an advisor who is going to advise a specific teacher from a center with which he
or she has a relationship, for a problem about which he or she wants to know more; and d)
the students are made aware of some phases of a counseling model, in such a way that what
the students have to do is say what phase we are in, justify them and argue how they would
proceed.
With these four options, we wanted them to think about very normal situations in their
professional routine and also to put all their knowledge on the table and have doubts assail
them, since by solving the cases, we resolved all the issues.
Teachers, Journal of Curriculum and Teacher Education, 4 (1), (2000) 6
that they had not been able to complete alone. The methodological sequence that we
practiced with the students to train them in intervention in a counseling process was:
1. We present a table (see table 1) with a previous selection of strategies, following the
grouping made by Pérez (2001) and we explain that this choice of instruments is one of
the possible alternatives :
2. The next step consisted of reminding the students in training, through a graph (see graph
1), that there is a process for advising and that the strategies are distributed around it.
That is, for each phase of the process – six in total – we will rely on some strategies more
than others .
Teachers, Journal of Curriculum and Teacher Education, 4 (1), (2000) 8
3. Then we offered them a possible scheme of how to shortcut an advisory process (see
table 2) where we assigned precise instruments to each phase.
ADVICE PROCESS
1. BUILD INITIAL CONDITIONS - PRESENTATION
- PHILLIPS 6X6
- TGN
- CRITICAL FRIEND
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4. Next, we provide them with a series of keys on which they would focus their attention
before starting counseling:
• Problem: We will focus on whether the problem is specific or generic, since in the latter
case a strategy will be applied that allows us to dissect the problem into more operational
parts.
• Type of demand: We will observe if it is a demand required by the teachers or imposed by
the administration or the management team of the center, since the input of the advisor
will be different in one case or the other. You will have to pay special attention to the
entrance in the center.
• Type of relationship: We will detect whether or not the advisor has had a previous
relationship with the center and we will work on the group idea with the group of teachers
who will be advised.
• Attitude: We have to keep in mind that the counseling process is the same - that is,
diagnosis, needs, action plan, implementation and evaluation - it will depend on the
attitude of the advisor - more implementer or more collaborator - to end up acting.
according to some guidelines or others.
5. Finally, we presented a case that responded to one of the options that an advisor could
find in the world of work. It goes like this: A center, which has not had previous contacts
with the advisor, demands help to deal with school absenteeism, what would you do? At
this time, it is time to remind our students in initial training to reflect and draw from the
theory and proposals presented in points 1, 2, 3 and 4 how to undertake this request for
advice. We give them time in class to sketch their design and then we move on to address
the intervention:
b. Following the phases of the counseling process, we would now have to build the Initial
Conditions, that is, what is the degree of commitment to the group and the problem to
be treated. I would start by asking them: do you know what it is to work in a group? To
answer, we turn to the Phillips 6x6. Then we continued investigating how many
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teachers are affected by this problem and why they are here, through the TGN.
Students in training must be made to see that if it is a generic issue that affects the
entire center, they will have to act in a different way than if it affected only the 6th
grade teachers or the 4th grade ESO teachers, or if it only affected the Technology
department regardless of the course, since the problem will be operationalized and as
many groups as necessary will be created to make it solvable. We will even rely on
conversations with the Critical Friend, since they can tell us what the situation is like,
what work expectations are discussed among the group, what degree of trust they
place in the advisor, how they get along with each other, what disposition they have
for the meetings...
c. We continue to advance in the process to elucidate what information the group has on
the issue of absenteeism and to find out what characteristics this common work
project presents. Following the line of Bolívar (1999), we will examine what
expectations of resolution they express, if the problem has been explicitly formulated,
if they clarify what they want to achieve, if it is well focused... All this through the
technique of Whispering
CATEGORIES NEEDS
Coexistence between 2, 4
students
Truancy 5
Relationship with family 6
Teacher methodology 1, 7, 11, 12, 13
Language problems 3
Habit formation 8, 9, 14
Attention to diversity 10
The next step, once the needs regarding absenteeism have been defined and
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Once all the labels have been placed, we proceed to apply a technique with which we
elucidate which conditions are changed or which are maintained for that diamond, as
well as what difficulty – difficult to easy – there would be to initiate such a change. We
refer to Force Analysis. The message we transmitted to our students in training was
that in each square of the diamond they should write a 1 , a 2 or a 3 to decide whether
to address that problem or change it, where the gradation was that 1 means that the
need must be changed and It is very important, up to 3 which means that it can be
maintained in principle because it is not vital; and that they write down the letters a, b,
and c next to the numbers to indicate the degree of difficulty that this problem would
cover, where a is the maximum difficulty to improve that situation and c would be the
minimum difficulty. We suggest to the students that the advisor should indicate to the
group of advisees that they begin the work of change for the categories that have
obtained the 1c combination, since it is certain that it is a very important need to
change and it is also easy to fix. Where you should not start is with the 3rd , that is,
the least important and the most difficult to improve.
e. Once we have the list of needs outlined, we move on to the fourth phase of the advice
process, which is the preparation of an action plan. To do this, we will apply the
techniques of Problem Clarification and Force Analysis. With respect to the first, we
propose that a table be designed where the group of advisees - in our case, the
students - write down the problems that we have already identified - the 1c -, their
possible causes and their possible solutions. Let's imagine that we choose the
category 'methodology', we break it down and assign causes and solutions to each of
the problems:
Teachers, Journal of Curriculum and Teacher Education, 4 (1), (2000) 12
PROBLEM CLARIFICATION
PROBLEM/NEED D CAUSE SOLUTION
- The organization in
the use of the
center's material
means
- Foment
the
students' attention
- Lack of
coordination between
teachers of
cycle and level
- Difficulty in the
motivation of the
students
Regarding the second, the Force Analysis will be directed to the solutions column.
Likewise, those advised are induced to begin their action plan with the 1c
combination.
f. The sequence of the advisory process takes us to the fifth phase on Implementation.
The instruments on which we will base ourselves will be the Reflective Seminar and
the Incident Record. With the first, we want the group to think about how the plan is
getting going, what difficulties arise, what advantages we find, what we are achieving
and what is viable. Thanks to the incident log – graphic – we will be able to know all
that information, since we will instantly note what is happening. All these elements will
help us make a judgment about the process, giving way to the sixth phase.
EVENT LOG
SOLUTION S DIFFICULTIES VIABILITY ADVANTAG
ES
g. We will carry out the evaluation and monitoring through the discussion group. When
students simulate this strategy, they are told that it is time to evaluate both the
success or failure of the developed process and the success or failure of the expected
and obtained results. It is the opportunity to ask how many people want to continue in
the process or who abandons it, if it is necessary to adjust the action plan as a result
of the new situation, as well as encourage participants to continue insisting on school
improvement.
Teachers, Journal of Curriculum and Teacher Education, 4 (1), (2000) 13
In short, we wanted to tell in this article the methodological process that we followed
with students in initial training, to advise educational centers.
Bibliography