Process Consulting Masterclass

Name: Process Consulting Masterclass
Rating: 4.3 (4 reviews)

Insights from an Swedish Organizational Psychologist

Created byMauritz Gerardson

Last updated 6/2025

English

What you'll learn

Build long-term and productive client relationships by applying the core principles of process consultation.
Address client needs and expectations while creating the trust needed to identify the real issues.
Master the facilitation of complex change processes.
Understand organizational challenges using knowledge of organizational psychology, sociology, and change theory.
Design, implement, and evaluate collaborative interventions.
Develop practices for continuous self-reflection and growth in the consultant role.
Formulate and communicate clear agreements that clarifies the value of your contribution.
Handle ethical dilemmas in consulting practices based on professional ethical principles.

Course content

14 sections • 81 lectures • 3h 14m total length

Welcome to the World of Process Consulting2:53
"Process consultation is not about solving the client’s problems; it’s about enabling the client to solve their own problems." – Edgar Schein
Course Structure & Keys to Success2:10
Your Learning Journey
Behind the Scenes: My Path to Process Consulting2:03
Thx for Enrolling: Have a Secret of the Trade!2:20
Discover how process consultants empower clients through a collaborative mindset, asking permission to ask more questions, backstage meetings, and trust-building to create long-lasting, shared learning outcomes.

Welcome to the Fundamentals1:57
Timing, Partnership, Humility & Learning5:08
Explore process consulting in practice by applying timing, partnership, humility, and learning from mistakes to empower clients, foster collaboration, and create sustainable organizational change.
Reflecting on the Core of Process Consultation
Process Consultation Defined2:01
Schein's Principles1:35
The Process Consultant’s Assumptions
Fundamentals of Process Consultation
Summary: Actionable Suggestions1:01
Your Key Takeaways

Welcome to the Social Economy2:35
How Trying to Prove Myself Went Wrong4:26
Learn how focusing on proving credentials derails process consulting and why understanding the client's problem and exploring their context through collaboration delivers real change.
How Status Imbalance Leads to Anxiety Instead of Problem-Solving4:42
Explore how status in a social economy shapes client-consultant dynamics, triggering anxiety and obstructing problem solving, and learn strategies to manage status and foster collaboration.
Traps for Consultants and Clients3:00
Managing Traps in Client-Consultant Interactions
Identifying Your Own Traps: A Case Analysis
Summary: Actionable Suggestions1:31
Your Key Takeaways

Welcome to the Humble yet Powerful Approach2:11
Shift the initial client meeting from me to we, building trust and an equal partnership through humble inquiry, active listening, and perspective taking to define problems and next steps.
What Builds a Strong Relationship?
Relationship Building2:19
Levels of relationship1:48
My Experience of a Weak Relationship3:28
The Art of Humble Inquiry3:20
When to Ask Which Questions
Active Listening for Process Consultants5:39
Develop active listening as a core process consulting skill, inspired by Carl Rogers, by focusing on presence, curiosity, and reflective mirroring to build trust and collaborative solutions.
Conversation Checklist2:02
Summary: Actionable Suggestions0:54
Your Key Takeaways

Welcome to Navigate the Different Versions of You1:55
When I Helped a Client Without Being a Process Consultant2:32
I stepped out of the process consultant role to interview key staff and deliver an impartial snapshot that prompted action, with the takeaway that role shifts must be deliberate.
The Expert, Doctor, and Process Consultant3:52
When to Assume Which Role?
All Roles Lead to Rome?
Summary: Actionable Suggestions1:02
Your Key Takeaways

Welcome to the Psychology of Change2:13
Master the foundations of organizational change by empowering clients to own the process, identify barriers and enablers, and serve as a trusted process consultant guiding lasting change.
The Manager that held his People Accountable3:38
You Are the Manager – What Do You Do?
The Fundamentals of Making Change6:46
The Process Consultant's Checklist for Supporting Change1:26
Force Field Analysis4:52
Force Field Analysis - Change Management Worksheet1:48
Summary: Actionable Suggestions0:59
Your Key Takeaways

Welcome to Kickstarting Sustainable Solutions2:52
Learn to diagnose and address organizational challenges by initiating bottom-up processes that empower the people experiencing the issues and apply double loop and triple loop learning for sustainable change.
The Problem with Traditional Expert Consulting4:26
Why Do We Often End Up in the Expert or Doctor Role?
Bottom-up Organizational Development3:38
Lead with dialogue to define client challenges, engage those affected, anchor interventions, and foster ownership; escalate unresolved issues up the hierarchy for joint, sustainable problem solving.
Problem-Solving Conversations2:12
Problem-Solving Checklist0:55
Single-Loop, Double-Loop, and Triple-Loop Learning1:35
Identifying Learning Loops in Practice
The Bottom-up Quiz
The Client with Too Many Problems
The Company That Outsourced Their Working Environment3:28
A company that outsourced its work shows how bottom-up ownership, surveys and manager safety training drive risk analysis and actionable plans, moving toward triple-loop learning.
Summary: Actionable Suggestions0:31
Your Key Takeaways

Welcome to the Eye of the Storm1:56
Drive real change as a process consultant by facilitating meetings that structure group dynamics, diffuse power struggles, and foster engagement, even in the eye of the storm.
Dynmics of Office Politics4:01
Ingredients of Psychological Safety
The Participant Who Refused to Listen4:16
Dive Deeper with ORJI2:11
Understand yourself with ORJI
How You Facilitate a Workshop2:57
Workshop Techniques2:59
Planning and Conducting a Workshop
Checklist for Organizing a Workshop2:02
Can a Manager Simply Order a Workshop?
Summary: Actionable Suggestions0:42
Your Key Takeaways

Requirements

Have an interest in organizational consulting, facilitation, or leadership development.
Be open to learning a new approach to working with clients—one that prioritizes collaboration over giving quick solutions.
Be willing to reflect on your own role in consulting and how you engage with clients.

Description

Unlock the power of process consulting and discover how to facilitate real, lasting change in organizations. This masterclass, led by a Swedish organizational psychologist, provides you with proven frameworks, practical strategies, and real-world insights to help you navigate the complexities of consulting.

Unlike traditional consulting approaches that rely on giving expert advise or taking the problem of the clients shoulders, process consulting focuses on collaboration, trust, and client ownership. You will learn how to ask the right questions, facilitate meaningful change, and help clients develop their own solutions, ensuring that change is both effective and sustainable.

This course offers a step-by-step approach to mastering process consultation, covering everything from building trust and managing group dynamics to structuring interventions and handling ethical dilemmas. You will gain practical tools to facilitate workshops, guide complex conversations, and help organizations break through stagnation.

Through real case studies, interactive exercises, and expert insights, you’ll develop the skills to work with diverse stakeholders and adapt to varied organizational challenges. Whether you are working with teams, leaders, or entire organizations, this course will empower you to drive meaningful change while strengthening your credibility as a consultant.

By the end of this masterclass, you’ll have the confidence and expertise to facilitate transformational change, avoid common consulting pitfalls, and establish yourself as a trusted process consultant.

Who this course is for:

Aspiring consultants – Ideal for those new to consulting who want to tackle organizational challenges with confidence and skill.
Experienced consultants – Perfect for business and management consultants looking to enhance their approach to complex people-related challenges.
Organizational development professionals – Designed for HR specialists, team leaders, and consultants who want to deepen their expertise in facilitating sustainable change.

Process Consulting Masterclass

What you'll learn

Explore related topics

Course content

Introduction: Your Path to Mastery4 lectures • 9min

The Guiding Principles5 lectures • 12min

Transition from Status Positioning to Partnership5 lectures • 16min

The Humble Approach to Client Ownership8 lectures • 22min

Aligning Your Consulting Role with Client Needs4 lectures • 9min

Handle Organizational Challenges with Adaptive Moves5 lectures • 9min

The Organization Behind the Scenes4 lectures • 10min

Organizational Change: May the Force Fields be with You7 lectures • 22min

Setting the Stage for Problem Solving8 lectures • 20min

Facilitation in the Heat of Action8 lectures • 21min

Requirements

Description

Who this course is for: