Scheming Virtuously: A Handbook For Public Servants
Scheming Virtuously: A Handbook For Public Servants
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Table of Contents
1 Introduction ....................................................................................................3
1.1 Mandatory Disclaimer .............................................................................3
1.2 Preamble ................................................................................................3
1.3 About Us.................................................................................................3
1.4 What Is Public Service Renewal?...........................................................4
2 Scheming Virtuously ......................................................................................6
3 On Scheming .................................................................................................7
3.1 Within Your Team...................................................................................7
3.2 Outside Your Team ................................................................................7
3.3 With New Arrivals ...................................................................................8
3.4 With Not-So-New Arrivals .......................................................................9
3.5 Over Coffee (or Tea) ..............................................................................9
3.6 Electronically ........................................................................................10
3.7 With Tools.............................................................................................10
3.8 Safely....................................................................................................11
3.9 Via Existing Channels...........................................................................11
3.10 In New Channels ..................................................................................12
3.11 Opportunistically ...................................................................................12
3.12 With Your Head Up...............................................................................13
4 On Virtue......................................................................................................14
4.1 Get Motivated .......................................................................................14
4.2 Marshal Support ...................................................................................14
4.3 Identify Blockages ................................................................................15
4.4 Isolate and Influence ............................................................................15
4.5 Gather Evidence...................................................................................15
4.6 Follow the Rules (Whenever Possible).................................................16
4.7 Don’t Underestimate Small Victories ....................................................17
4.8 Relish Victories (Privately)....................................................................17
4.9 Build a Narrative ...................................................................................18
4.10 Bend The Rules (When You Want To Break Them) … ........................18
4.11 Act Now ................................................................................................19
5 Don’t Be a Dead Hero..................................................................................20
6 Acknowledgements......................................................................................21
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1 Introduction
The opinions expressed are those of the author and may not reflect the views of
the Public Service of Canada, its Departments and/or Agencies, or their
employees.
1.2 Preamble
It is hard to believe that I have been writing about public service renewal for over
two years. I started http://cpsrenewal.ca in response to what I thought was a gap
the discourse: an online, open and accessible discussion of the everyday
concerns of public servants.
In its simplest form, the handbook is a collection of practical tactics that will help
public servants foster a more collaborative and innovative public service culture
while upholding core public service values.
-Nicholas Charney
1.3 About Us
Nicholas Charney is the primary author of both Scheming Virtuously and the
blog http://cpsrenewal.ca. Nicholas holds an undergraduate degree in Political
Science from Carleton University and a Master’s Degree in Conflict Studies from
Saint Paul University. His main areas of interest are organizational
management, employee engagement, knowledge management and
collaborative/social technologies.
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1.4 What Is Public Service Renewal?
"Renewal is not about fixing something for all time but updating what we
do and how we do it in order to remain relevant and effective now and
into the future. It is about keeping the institution of the public service
dynamic, fresh and respected. And renewal is not something others do;
the impetus for renewal has to come from within, and it has to involve all
of us."
This is meant to be a practical guide so we won’t bore you with a history lesson
or hammer you over the head with what a former Clerk called the “dynamic
imperative for renewal”.
We know renewal is important. We live its importance every time someone shuts
down a good experiment because they are risk averse or because saying why
something can’t be done is easier then figuring out how it can be done.
While the vast majority of public servants may not have direct input into how the
public service addresses the challenges facing it at the macro-level, all of us
have the ability to address the challenges where they are most important, at the
micro-level.
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1. Engage in public service renewal on your own;
2. Integrate public service renewal into your work environment; and
3. Convince your colleagues (in all directions) to support public service
renewal.
The key to all of this is to not let your imagination and enthusiasm be dampened
by organizational politics or institutional caution. Be deliberate: look for
weaknesses in your organization’s existing practices, maximize your advantage
and create new opportunities to argue for change.
An important caveat: In the public service your relationships and reputation are
your best assets. Be conscious that your actions impact both of these assets
considerably. Make sure you take care in managing both, and use your
judgment to make decisions that you, and others can live with.
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2 Scheming Virtuously
The term “scheming virtuously” was coined by Dr. Gilles Paquet1 and is
essentially the optimal modus operandi for public servants looking to make
change in the public service.
Scheming + Virtuous
Given to making plans, Conforming to moral and
sly, crafty ethical principles; morally
excellent
Therefore:
Hint
Remember – what you are trying to do is find ways to scheme ethically in
order to produce a culture of stewardship. Read this document with that in
mind, because that is the spirit in which it is written.
1Dr. Gilles Paquet is a Professor Emeritus at the Telfer School of Management at the University of Ottawa. His website is
http://www.gouvernance.ca/
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3 On Scheming
"A poor man might be all schemes but a rich man is all virtuous
schemes."
- Unknown
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Hint
understand the inherent value in Don’t be afraid to use your team to
these types of activities. its potential. Finding the right stride
for your team gives everyone a
If you’re a not-so-new hire you may better understanding of the
be at a slight disadvantage because demands being placed on them and
your manager may expect that you the time they can devote to other
already have a solid knowledge virtuous activities.
base, and be well connected.
However, they should also have more trust in your ability to identify the good
opportunities when they arise, and forgo the less lucrative ones. Use their faith
in your judgment to your advantage. Be selective and be prepared to explain
why this particular networking opportunity is especially important.
If you’re a senior manager your chief concerns may revolve around the
immediate operational needs of your organization and your days may be
completely dominated by meetings and telephone calls. That being said, you set
the tone, you lead by example; you need to help create safe time and space for
employees to scheme virtuously. If you don’t do it, who will?
New arrivals are a great source of energy, so tap into it, and nurture it. We have
spoken with many new arrivals out there that are looking for creative outlets at
work, many of which haven’t yet found any.
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Give them an outlet and harness that energy and reap the rewards.
Hint
Looking to network with other new arrivals? Find out when your
departments orientation session is and attend it. Already attended one?
Find out when the next one is and show up at the doors afterwards,
everyone coming out is potentially the person you are looking for. Find out if
your department has a young professional network and find a point of
contact. Touch base, signal your intentions and follow up.
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Hint
Make connections and keep connections, drop strategically timed emails to
contacts during slow work periods. Create time and space to talk shop and
put the feelers out for opportunities to get involved more actively or
collaboratively in your organization. Use social media to your advantage.
Many public servants are now using both internal and external social media
channels to connect with others who share their interests, especially across
departments.
3.6 Electronically
You may find them rigid or boring, but check your departmental newsletter and
discussion forums, or scour your intranet because there are tons of free
networking opportunities.
Hint
Use your access to almost limitless information When you do come
discriminately. Sign up for email lists, RSS feeds, across something
or Google Alerts wherever you see fit. But take useful, share it with
care to tailor the incoming information flow to your others who may be
own needs so as to not be overburdened by blunt interested and ask them
email blasts. to keep you in the loop
about similar things –
Engage yourself responsibly in social media both reciprocity is critical in
internally and externally. There are many public terms of information
servants already having open and honest sharing, especially in the
discussions there, sharing links, and opportunities absence of social media
to participate. Explore the tools and connect with and bookmarking behind
existing communities. If you don’t know where to the government firewall.
start ask someone for help.
Should the need arise to explain something or justify any of your initiatives,
having training materials in your back pocket will give you a solid foundation and
make it easier for you to back up your work.
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Hint
Talk to other people who have already completed their learning plans and
involve your manager and your most trusted advisors. Furthermore, take a
course on how to write your learning plan (which should be free in most
departments); oh and don’t forget to hold yourself and your manager
accountable to your learning plan.
3.8 Safely
Hint Much of the talk about innovation in the public
Try having your sector revolves around the need to create safe
conversations according space.
to Chatham House
Rules: participants are Safe spaces are places where you have latitude to
free to use the speculate, and where creativity is encouraged.
information received, but Many private sector companies (e.g., Google,
neither the identity nor Disney) have really cool safe spaces designed from
the affiliation of the the bottom-up to stimulate people and the
speaker(s), nor that of exchange of ideas.
any other participant,
may be revealed. We may not have those types of physical spaces,
but there is nothing preventing us from exerting
more control over how we physically interact within
the spaces we do have.
Before scheming, explicitly identify your discussion as a safe space. Allaying the
concerns of participants before the discussion starts will ease the flow of
information. So too will sharing a personal story of your own experience with the
issue. Building trust is the key to scheming safely. Trust has to be earned, and it
tends to be earned slowly. But once trust is established you can really dig into
the issues at hand.
3.11 Opportunistically
Focus on the opportunities, not the problems. Don’t let the discourse be
dominated by the people afflicted by “this will never work because” disease.
Focus on why your idea is a good one. Write down why it’s important, whom it’s
important to, and how it will positively impact your organization.
Try to think like the enterprise. What must the organization do in order to be
more innovative? Be specific – does your initiative take aim at your
organizations service delivery model, internal processes, public image, or work
culture? Qualify and quantify the benefits.
But that doesn’t mean you shouldn’t anticipate the potential problems. Write
down (on a separate sheet) the problems you foresee with your idea – and I don’t
mean perceived problems like, “Gerry will never approve of this because he is
…” I mean real problems, like potentially prohibitive costs, low return on
investment, previous failed attempts, accessibility issues, potential conflicts of
interest, etc.
If you can identify real issues at the forefront you can scheme around the
obstacles by drafting possible solutions to possible problems. Anticipating
problems is important because it shows that you have thought the process
through from start to finish and are able to make some adjustments if required.
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However, you should take note that anticipating problems too aggressively has
been known to cause “this will never work because” disease.
Hint
Writing things down in plain English is important because it allows you to
speak intelligently about your initiative when others are interested in it, or are
interested in being critical of it. Having something in writing helps you
articulate your plan effectively and should make it easier to support.
Moreover, should your idea gain traction you can use it to quickly write a
brief and capture the momentum of the buy-in, which may be fleeting unless
pressed. Furthermore, don’t omit important pieces of the puzzle simply
because you think it may be poorly received. Instead be prepared to speak
to it intelligently.
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4 On Virtue
- George Washington
So if you aren’t motivated, take time to be introspective and find your motivation.
If you are motivated – if you are driven – then show it proudly, celebrate it with
others, and make it contagious.
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4.3 Identify Blockages
When you hit a roadblock, keep track of the Hint
“why’s” and “by who’s”. This will allow you to Don’t create an expectation of
streamline your delivery and better anticipate deficiency by continuously
potential blockages in the future. It also repeating the same mistakes.
shows that you are learning from the process Have others in your network
and gives your work more credibility. review your documents and/or
proposals before they go up.
The first time you make a mistake, plug the Encourage them to be critical
holes. The next time you make that same and then adjust your delivery
mistake you deserve to sink because what to incorporate their input.
you should’ve done was build a better boat.
Once you have a critical mass, approach the naysayers. Show them what you
are proposing, show them your support base, and ask for their participation. The
more pressure you can bring to bear on the naysayers, the less likely they are to
continue saying nay.
Use your tools: find examples by searching the corners and back alleys of your
organization and other (including private) organizations. Whenever possible, find
someone willing to give you a first-hand account.
Use your networks. If others are doing it, get their documents, meet with them,
ask them to brief you, or bring them in to brief your managers if all parties are
amenable. If you are looking to implement something that has already been
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done successfully elsewhere, try to get someone at your manager’s level to
come in and brief your manager. Exert
pressure from the ground-up and laterally to Hint
maximize the efficiency of your evidence. Do your homework. You
need to have a good handle
Ultimately you need to gather your evidence on how exactly your
and present it in a compelling way because initiative dovetails into your
you will need to reassure decision-makers and departmental priorities. Try
executives that your idea doesn’t pose an linking it into mission or
unmanageable risk. value statements, human
resource actions plans, or
You will need to feel out the situation. If faced departmental priorities. If
with reluctant or conservative decision makers, you can show how your
the best opening gambit might be: “All of these initiative supports any one
organizations (get your list out) are already of these and offer your
doing it”. Then again mentioning what other evidence you should be
departments are doing might actually make the well on your way to getting
situation more adversarial then it has to be. larger buy-in from where it
Trust your instincts and in either case, you will counts.
need to explain how your plan aligns
strategically with the organization’s mission or vision. In the end, you need to
build a case without completely dismantling your relationships – remember this is
most likely an iterative process, not a one-shot deal.
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the feedback. Write up your initial thoughts and then step back for a minute or
two.
When you are ready, come back to your proposal and start sharpening it by
systematically addressing the concerns of those evaluating it, or supplementing it
in a manner that answers their criticisms. Remember, everyone has an opinion.
You don’t always have to change your initiative based on someone else’s
reaction to it, if you move too quickly in response to others, you may never get to
implement the idea. Once your review is completed, send it back up the pipe
again.
In the (hopefully) rare case that your initiative comes back down without any
feedback on it, find out how far it went, why it came back, and what the reaction
to it was. Try asking the keepers of the pipeline. Then follow up with the people
who sent it back and start asking for answers, and be prepared to take whatever
criticism may come.
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work gets plagiarized by someone else who sells it as their own. In the end, you
and those around you know exactly what happened.
Moreover, keep an eye out for others who do story-worthy things that represent
the culture you want to create. Listen to their stories and tell others their stories.
At the end of the day, you need to be able to look yourself in the mirror and feel
proud of what you have accomplished and what is yet to come, and if that means
bending the rules to achieve the results you believe in, then so be it as long as
you are willing to own it, for better or for worse.
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4.11 Act Now
Hint
Engaging in real conversations about the issues If you are willing to raise
within our culture has historically been something your hand to complain,
we as an organization haven’t been very good at. you’d better be willing to
More often than not we are quick to rationalize why get off your ass and do
we can't have the conversation, even if we know it is something about it.
one that should be had or one that could bear fruit.
Move beyond the history of the organization, act now. Choose engagement over
avoidance. Accept consequences and take risks. Our so-called risk-averse
culture is perplexing given how hard it is to terminate an employee, especially
when they are conducting themselves in accordance with the principles laid out
in this handbook.
End learned helplessness, don’t wait to act, don’t count on a change coming
down the pipe without you. Have the courage, the judgment and humility to get
involved, to take risks, to stand on points of principle, call nonsense by its name,
and temper all of that with good judgment.
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5 Don’t Be a Dead Hero
This should go without saying, but whatever you do – don’t be an idiot.
You are no good to your organization as a dead hero. Sure you raised a stink
about whatever, people cheered (in their heads), but in the end you have
accomplished nothing because no one in their right mind is willing to collaborate
or champion something that was just over-advocated by someone who stirred the
pot with reckless disregard.
Remember that your relationships and reputation are your best assets, and that
your actions impact both of these assets considerably. They also impact those
around you so take care in managing them.
At its core, scheming virtuously is about using your judgment to make decisions
that you can live with while creating a culture of innovation and stewardship
within the public service.
Hint
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6 Acknowledgements
We would like to quickly thank the following people:
Anatole Papadopoulos who took the time to rigorously (maybe even too
rigorously) review the original document prior to its release.
Etienne Laliberté who has given us the courage to express ourselves and
supported us every step of the way.
Dr. Gilles Paquet for coining the term, scheming virtuously, encouraging us to
endeavour to do it, and for mentioning us and this handbook in his recent
publication, Scheming Virtuously: the road to collaborative governance.
Everyone who has visited the blog, left a comment, or dropped me an email.
Since the initial publication of this whitepaper.
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