Showing posts with label govforsv. Show all posts
Showing posts with label govforsv. Show all posts

Chiefs of Staff: We need more in the private sector

A bunch of friends in Silicon Valley have asked some version of “what was surprising to you in govt?” or “what did you learn about govt?” This is part of a series of posts answering those questions.


One of the MANY things I learned while serving as Deputy U.S. Chief Technology Officer was just how amazing the folks are that have the title “Chief of Staff.” They are some of the unsung heroes of the White House and government as a whole. There is no true equivalent to the Chief of Staff job and it is pretty rare in the corporate world, particularly in Silicon Valley (but see Kris Cordle at Slack). Chief Operating Officer (COO) may be the closest analogy, and it is no coincidence that Sheryl Sandberg, Facebook’s extremely effective COO was Chief of Staff at the Treasury Department before moving to Google and Facebook. Read on for a bit more about what a Chief of Staff does, with some examples from President Obama’s administration.

Letterhead of the Chief of Staff to the President
Managers


First and foremost, a Chief of Staff (COS) is a manager.


Data from the Office of Personnel Management
The U.S. Federal Government is extremely large. The President of the United States is a CEO of sorts for approximately 2.6 million civilian executive branch employees engaged in a mind-bendingly diverse set of jobs (including the military, that number is over 4 million). In addition, the President’s relationship to the country makes him also responsible to the more than 300 million people that make up the United States. As a result, the President’s time, and that of other leaders in government (called “principals” in government), is precious and spent on external events, relationship calls, decision making, or getting information, and, in each case, only if the principal is not replaceable with others. An example of part of that schedule for President Obama is archived here but the schedules of other principals, from the Director of the Office of Science and Technology Policy (OSTP) to the Secretary of Commerce, are similar.

A COS's first job is making sure their principal’s vision is implemented effectively and that requires, in the first instance, managing their principal. They need to make sure that their principal is using their time effectively, for example that any issue that can be resolved at a lower level is resolved, and that they have the information necessary to make informed decisions. This part of the COS job requires an extraordinarily good relationship with the principal and almost supernatural ability to predict what the principal wants. A COS may have their own views but a significant amount of the COS power and effectiveness comes from being, in Game of Thrones vocabulary, the “Hand of the King.” This relationship balances a COS's management of their principal with their relatively egoless role as their principal’s direct report and executer. They are also truth-tellers who aren’t shy about bringing bad news to their principals. In my experience, the best COSes are both supremely loyal and trusted by their principal to make significant decisions without them. This gives them a dual role “staffing” their principal but also being principals in their own rights. Denis McDonough, who was President Obama’s COS during my time in the Executive Office of the President, is a great example. Denis was in sync with the President and his guidance could be relied upon to reflect the President’s. As much as anyone at the White House, he seemed to embody being in service to the President. At the same time, the buck frequently stopped with Denis, and, in those situations, he was a principal himself.


Chief of Staff to the President, Denis McDonough,
walking with President Obama, Sept 22, 2014.
Official White House Photo by Pete Souza
The COS is also likely to be the manager of the department. Hiring, firing, tasking, internal dispute resolution, and other managerial duties are often functions that are delegated to the COS. The principals oversee these but a ton of day-to-day management is done by the COS. For example, within OSTP where I worked, Cristin Dorgelo was the COS and would do weekly one on one meetings with each of the Director of OSTP’s reports. Cristin constantly was touching base with people across the department. She interviewed every person brought into OSTP, and she had an exit interview with everyone who left.


OSTP Chief of Staff, Cristin Dorgelo,
leading brainstorming at an NIH event, June 24, 2015
Photo by @NIH3DPrint
Similarly, Natalie Quillian, part of Denis’s COS team and a Deputy Assistant to the President, established new internal communication avenues for the White House to help spread internal communication and to create a sense that all of the employees in the Executive Office of the President were part of one team. Natalie also gave me and other White House staff regular guidance and mentoring in how to approach different processes and people within the White House.

Deputy Assistant to the President, Natalie Quillian, 
introducing her child to President Obama, Aug 27, 2014.
Process Wranglers


The Federal Government has a significant amount of process designed to improve decision making and ensure that the diverse viewpoints of departments are represented. For example, Presidential Policy Directive 1 laid out the National Security Council system for national security decision making under President Obama. A well run process can produce a good decision but, equally importantly, it will produce a decision with buy-in from the components and agencies that will need to implement the decision. While laudable, these processes are a lot of work to run and to exist within. The various COSes are the masters of them and are responsible for “shipping” a decision just as in Silicon Valley we rely on product managers to ship products.


Natalie was an expert at driving a process to completion. Understanding the type of decision that was required, she effectively figured out the right forum, the right questions, and the right type of information to get in front of the right set of principals to ensure an informed and constructive discussion that could produce a decision that would then have the buy-in to be implemented. She did everything from scrutinize an attendee list in order to add a person or two that needed to be included (or remove someone that was unnecessary to the decision); force lower level folks to more finely hone their disagreements or come to agreement on items that didn’t need higher level participation; push the conversation in the meeting towards an argument that was left unaddressed; and follow up to crisply articulate the meeting’s outcome and the mandate of each participant going forward. Each is an active task requiring a very high degree of understanding of the subject matter and emotional intelligence about people across government. I saw Natalie and many of the other COSes take this on across an incredible range of substantive areas from national security to communication to legal issues.  


The White House under President Obama was also a place that effectively used memos. As Jeff Bezos reportedly does at Amazon, the White House used memos to force the cogent development of argument and to allow components and agencies to resolve disagreements and to make decisions in a way that others across government and outside of government can see and understand. Working a document, with hundreds of other potential editors can be a recipe for committee-written prose and a huge time waster. The only thing worse would have been the potential for future disagreement if the various players didn’t have to come to agreement on paper. This paper process would have been impossible without the COSes. For example, on any given day, Cristin could be involved in a handful or more memos. Over her time at the White House, that meant that she was likely involved in thousands. She developed an expert sense of what was an important edit for OSTP and what might be better to let go. As importantly, the set of COSes within the Executive Office of the President and at the agencies were repeat players with strong relationships and a good deal of trust between them. Irreconcilable substantive policy differences that might otherwise disrupt the decision making process could often be resolved to the satisfaction of all through Cristin’s relationships and the creativity of the COSes.


Implementation Gurus

Federal government implementation of policy is almost always the responsibility of agencies. For example, while the President may determine that Federal data should be open, it is up to the Department of Transportation to release Traffic Fatality data to the public. This can leave execution of policy initiatives, particularly ones needing interagency cooperation without a central driver. Since few policies are successful without successful implementation, President Obama focused White House staff on continuing to track policy decisions through implementation and helping where needed. No-one did that better and across more important policy priorities than Kristie Canegallo, whose title was Deputy COS for Implementation. During her time in the position I saw Kristie ensure appropriate implementation across a wide range of topics including the Affordable Care Act, Precision Medicine Initiative, Cybersecurity National Action Plan, and the technology transformation of government more generally. And those were just a small percentage of her workload.

Deputy Chief of Staff for Implementation, Kristie Canegallo (center), 
with other members of the Affordable Care Act team
giving an update to President Obama, April 1, 2014.
As with any good operator, Kristie delegated effectively but sometimes got into the weeds to better understand and debug problems. She removed obstacles for the teams. She elicited and measured teams against metrics. She kept the cross-agency and cross-functional teams focused on the bigger picture and brought her own mastery of all of the tools available to our government to get the job done. Kristie is one of the better executing leaders I have ever worked with and her focus on and skill in implementation was shared by many of the COSes.


Calm, Solution Oriented, and Without Ego

A great COS is also calm, solution oriented and without ego. Yohannes Abraham, Valerie Jarrett’s COS at the Office of Public Engagement, is a great example of this COS attitude. Like part of a startup founding team, Yo has seen it all, so nothing phases him. He does not dwell on blame but moves quickly towards finding solutions. For example, I once brought him an issue that I was working on that some said might threaten one of his core implementation projects. Yo’s project was a higher Presidential priority than what I was working on. He talked through the issue calmly and saw the tensions between the two policy objectives. Together we weighed the good that would come of each and then talked through an approach to try to ensure the thing I was working on could get done in a way that would not threaten the higher priority policy project. Then he used his relationships to broaden that understanding and ensure that others could come to the same conclusion. Yo, like the other COSes, worked on thousands of individual policies and launches. His experience showed in his calmness and in the creative solutions he was able to make happen and often he was working to push someone else’s work over the finish line. Yo is exactly the kind of person you want to be working with you on the hardest problems. No ego, all drive to make a positive impact.

Chief of Staff of the Office of Public Engagement, Yohannes Abraham
Undated Government Photo

We Need More Chiefs of Staff!


While not every business is as large or complex as the Federal Government, the Chief of Staff position is underutilized in the private sector. The skills of Chief of Staffs in managing their bosses and staff, pushing through processes, and driving implementation, all with a reassuring calmness, solution orientation, and lack of ego, are very much in need in Silicon Valley.


I focused this post on the COSes that I worked with closely over the last few years but there were many others, and all were world class. And, they also ALL tendered their resignations as part of the peaceful transition of power at the White House. They would each be well suited to be CEOs or COOs in the private sector. I can’t wait to see what they do, and I would work with any of them again.

Update: Paul Cohen wrote a good series of posts that go into more depth on the COS role at high growth companies in the private sector.


Working at the "White House"

A bunch of friends in Silicon Valley have asked some version of “what was surprising to you in government?” or “what did you learn about government?” This is one of a series of posts answering those questions.

Bo in front of the White House in the snow
Official White House photograph by Pete Souza


One of the confusing things people say in D.C. is that they “work at the White House.” That can mean one of a bunch of different, true things. Only a few are what you might expect.
  1. You work for the President at the White House. And by that I mean the building that is white, looks like a house, is where the first family live, and is pictured above in the snow behind Bo. There are a bunch of people who work in the actual house part of the White House and many others who are there for periods of time for their jobs, such as the Secret Service agents assigned to the house (the Secret Service agents have some of the hardest jobs and are in each of the spaces listed below as well).
  2. You work in the West Wing, which is attached to the thing that is an actual house. There are a bunch of offices of high ranking people and their staff who are part of the Executive Office of the President or Vice President, as well as White House Situation Room personnel and others in the West Wing of the White House.
  3. You work for the President or the First Lady in the East Wing (attached to the other side of the house).
  4. You work elsewhere on the complex, perhaps for the Executive Office of the President or the Vice President. The majority of these people actually work in the Eisenhower Executive Office Building, which is an incredible building but neither white, nor a house. Up until a few weeks ago, I worked in the Office of the Chief Technology Officer within the Office of Science and Technology Policy in the Executive Office of the President and was physically located in the Eisenhower Executive Office Building.
  5. You work elsewhere as part of the Executive Office of the President (or VP). Many of these folks are in the New Executive Office Building. And, while the U.S. Trade Representative (USTR) is technically part of the Executive Office of the President, I don’t know whether USTR people say that they work at the White House.

The above are all “true” as far as D.C. is concerned.

There are also a lot of people who say they work at the White House but are just lying.

Councils and Policy

A bunch of friends in Silicon Valley have asked some version of “what was surprising to you in government?” or “what did you learn about government?” This is the first of a series of posts answering those questions.

Most policy within the Obama White House was decided through policy councils, and their Principals, Deputies, and Interagency Committees. These are both specific groups of people (similar to Boards of Directors at companies) and also can be departments that are staffed within the White House (similar to business units within companies). What each council decides and the membership of the various councils are important determinants of the quality of decisions and what policy can be advanced. This post gives some background about a non-exhaustive list of policy councils, their jurisdiction, and their membership with a focus on those relevant to tech policy.


One important note is that the Obama administration found it useful to ensure that tech and scientific expertise had its own council-like apparatus and had seats at each of the other policy making tables so that policy decisions could be informed by the latest technical and scientific innovations. The Trump administration has signaled that it also believes that tech is important to effective governance and now is the time that administrations typically begin to formalize how they make decisions as well as the jurisdiction, membership, and attendees of their various councils (indeed the President Trump just did so for the National Security Council -- see this earlier post for more on the changes and why they are bad). Inside and outside of the administration it is important to understand these powerful policy levers and structure them to be most effective. Today, given the importance of technology and science to policymaking of all types, that means including technical and scientific expertise at each of these tables.


National Security Council
President Truman established the National Security Council (NSC) in 1947, and it is enshrined in law as part of the National Security chapter of Title 50. Its function is to:
“advise the President with respect to the integration of domestic, foreign, and military policies relating to the national security so as to enable the military services and the other departments and agencies of the Government to cooperate more effectively in matters involving the national security.”
It is led by the President of the United States or their delegate and must include the Vice President and Secretaries of State, Defense, and Energy but it can include others either at all meetings or only when germane. President Obama gave direction as to its jurisdiction, decision making processes, and membership in his first Presidential Policy Directive (PPD-1) published less than a month after his inauguration. Reading PPD-1 gives a good sense of how policy councils operate, with principals, deputies, and interagency committees all working to produce policy decisions.


NSC was the most important and largest of the councils during my time in government. Its staff were experts at running effective process and went on to become important members of the Office of the Chief of Staff, including the Chief of Staff, Denis McDonough; his advisor and Deputy Assistant to the President, Natalie Quillian; and the Deputy Chief of Staff for Implementation and Assistant to the President, Kristie Canegallo.  Getting a seat for an NSC decision meeting on an important topic could be difficult as NSC staff tried to keep the decision making tight. However, being there was extremely important and, depending on the decision, getting tech expertise in the room could be the difference between making one decision and another.


President Obama convenes the NSC in the White House Situation Room
Official White House Photograph by Pete Souza

National Economic Council
The National Economic Council (NEC) was created by President Clinton and enshrined by an Executive Order in 1993. Its remit is to:
“(1) to coordinate the economic policy-making process with respect to domestic and international economic issues; (2) to coordinate economic policy advice to the President; (3) to ensure that economic policy decisions and programs are consistent with the President’s stated goals, and to ensure that those goals are being effectively pursued; and (4) to monitor implementation of the President’s economic policy agenda”
It is led by the President of the United States or their delegate and includes the Vice President a wide range of agency heads, leads of White House components, and Assistants to the President. President Obama expanded its membership to add more members, including the U.S. Chief Technology Officer.


Domestic Policy Council
The Domestic Policy Council (DPC) existed as a counterpart to the NSC focused on domestic policy generally until the NEC was formed to deal with economic issues, which created the narrower modern DPC through Executive Order. Its functions are:
“(1) to coordinate the domestic policy-making process; (2) to coordinate domestic policy advice to the President; (3) to ensure that domestic policy decisions and programs are consistent with the President’s stated goals, and to ensure that those goals are being effectively pursued; and (4) to monitor implementation of the President’s domestic policy agenda.”
It is led by the President of the United States or their delegate and includes the Vice President a wide range of agency heads, leads of White House components, and Assistants to the President. President Obama also modernized the makeup of the DPC, including adding the U.S. Chief Technology Officer to its membership.


National Economic Council and Domestic Policy Council planning meeting in the Roosevelt Room
Official White House Photo by Pete Souza



National Science and Technology Council
The National Science and Technology Council (NSTC) was created by President Clinton in 1993 through Executive Order as a policymaking body for Science and Technology policy. Its functions are:
(1) to coordinate the science and technology policymaking process; (2) to ensure science and technology policy decisions and programs are consistent with the President’s stated goals; (3) to help integrate the President’s science and technology policy agenda across the Federal Government; (4) to ensure science and technology are considered in development and implementation of Federal policies and programs; and (5) to further international cooperation in science and technology.
It is led by the President of the United States or their delegate and includes the Vice President a wide range of agency heads, leads of White House components, and Assistants to the President. President Bush added the Secretary of Homeland Security. NSTC was active during the Obama administration under the leadership of the President’s Science Advisor, Dr. John Holdren.


Tech Policy Task Force
The Tech Policy Task Force (TPTF) is a Executive Office of the President (EOP) policymaking body formed during the Obama Administration to develop tech policy and advise other policy councils. It is chaired by the U.S. Chief Technology Officer and its membership includes the leadership of each of the technology components within the EOP (e.g., the Federal Chief Information Officer, the U.S. Digital Service Administrator, etc.) as well as representatives from each of the other policy councils. In contrast to other councils, more than half of TPTF membership is drawn from tech components.
TPTF’s work in the Obama Administration included public policy that is tech focused, such as Artificial Intelligence policy, and policy in which tech plays a role, such as consumer privacy or national security declassification. TPTF has been used to create tech-related policy, such as the Federal Source Code Policy; to enable and engage in a policy discussion in another policy council; to advise and assist with agency efforts, such as international connectivity with the State
Department; and to answer questions raised by the President’s senior advisors and other EOP
leadership, such as with respect to cybersecurity and the Cybersecurity National Action Plan.
TPTF, in turn, has been leveraged in the policymaking efforts of other policy councils, such as
the NSC, to enhance their work with tech expertise.


For More Information
Abramson, Mark; Wagner, Martin; Breul, Jonathan; Kamensky, John; and Chenok, Daniel editors, Getting It Done A Guide for Government Executives, Revised Edition, Rowan & Littlefield (2013) (See Chapter 8 for a detailed description of policy councils).
Sargent, John & Shea, Dana, Office of Science and Technology Policy (OSTP): History and Overview, Congressional Research Service (2016) (providing an overview of the Office of Science and Technology Policy, NSTC, and the President’s Council of Advisors in Science and Technology).

N.B. This post was mostly written before President Trump’s NSC organizing Memorandum last Saturday which caused me to write a summary of the bad changes he made to the NSC that duplicates some language from this one.

Update 1/31/17: This post was updated to make the relationship between Councils and Principals, Deputies, and Interagency Committees more clear.