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Mega-Reorganizations: Seven Lessons from the School of Hard Knocks Premium Content

Wednesday, June 15, 2011 - by Ron Sanders, David Mader, Melissa Allen

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Reorganizations are a fact of government life, as inevitable and often as painful as taxes. They are undertaken for myriad reasonssometimes as a matter of national security and sometimes for reasons less dramatic, such as eliminating duplication and overlap. But without exception, they are intended (sometimes among other ulterior things) to make government work better.

As former career executives who now consult for federal agencies, weve been involved in some of governments most sweeping reorganizations. Weve been there, done that, and got the T-shirts. Based on those hard knocks experiences, we believe mega-reorganizations can be successful. We are talking about the exceedingly complex, multi-agency reorganizations, which may be an order of magnitude harder than the regular fare. Here are seven of the most critical lessons we have learned.

1| Get the Enabling Legislation Right

The administration and Congress have to strike the right balance. Too much detail can prevent the agencies involved from fine-tuning the design to reflect operational realities. However, too little detail (for example, with regard to the authorities and relationships of the agency heads involved), can leave the effort in legal gridlock.

The IRS Restructuring and Reform Act of 1998 gave then-Commissioner Charles Rossotti a high-level blueprint, but left much of the details for him and his team to work out. The eventual design was far better for it. In contrast, the Intelligence Reform and Terrorism Prevention Act lacked clarity for many of the director of National Intelligences most critical administrative authorities, such as dealing with personnel and procurement. Its implementation was made far more challenging as a result.

2| Engage and Empower Career Executives

Major, game-changing reorganizations cannot be driven exclusively by senior political appointees sitting atop an agency or the U.S. Office of Management and Budget. Savvy political leaders know that fundamental change takes time and the engagement of empowered career executives.

Career executives must be co-owners of the reorganization effortpart of the most sensitive discussions and decisions, actively solicited for their views on how best to go about the reorganization. Department of Defense Deputy Secretaries Don Atwood and Bill Perry looked to career executives to drive their respective Defense management reviews in the 1990s, and then to lead their implementation even after they had left office.

IRS Commissioner Rossotti did the same, enlisting some of the agencys most respected career leaders to lead its restructuringlistening to their views, and then empowering them to design and drive its implementation.

3| Avoid the Thirst for Instant Gratification

Anyone seeking (or promising) instant gratification from a major government reorganization is being unrealistic. While every major reorganization must have a compelling case, the urgency to just do something must not come at the expense of deliberate planning. It must include the development and execution of a comprehensive change management strategy. For example, teams of IRS managers and employees spent two years planning and preparing for that agencys massive realignment, so that when it finally occurred, there were few unanticipated problems.

4| Take the Opportunity to Reengineer

Mega-reorganizations unfreeze an agencys status quo; they offer a unique opportunity to fundamentally change the way an agency does business. Indeed, the benefits of such change can offset the immediate tangible and intangible costs associated with the reorganization. For example, IRS didnt just redraw its organization chart in the two years of planning that preceded its realignment; it radically transformed the way it viewed its role as the Nations tax agency and how it serviced taxpayers.

For example, in the 1990s the U. S. Department of Defense (DoD) leveraged its several sweeping management reviews to transform business areas such as payroll, acquisition, and personnel. With the latest round of organizational efficiencies, Defense Secretary Robert M. Gates and his leadership team (both political and career) continued to look for ways to improve the department, and given his reputation as a master money man, its clear that Secretary-designate Panetta will be at least as aggressive. The opportunity to re-engineerindeed, to transformis just too good to pass up.

5| Give the Union(s) a Seat at the Table

While unions cannot demand collective bargaining over a decision to reorganize, they do have a statutory right to negotiate over its implementation and impact. If labor unions are involved at the pre-decision, planning stage (literally as at the table partners with senior agency leaders), the odds of their delaying execution of reorganization plans diminish.

When the IRS began to plan its massive restructuring in 1998, the president of the National Treasury Employees Union was given a seat on the Commissioners Executive Steering Committee and participated fully in its deliberations on every key decision. That unprecedented involvement (and the transparency that came along with it) brought instant credibility with employees. It substantially reduced the resulting workforce turbulence and negotiation period regarding the reorganizations impact and implementation.

6| Pay Attention to the Soft Stuff

Reorganizations have a tendency to dwell on wiring diagrams, as tangible evidence that government has acted. However, in our experience, these are necessary but insufficient conditions for success. Its the intangibles that can make a difference: leadership, culture, values, employee engagement, and strategic communications.

Director of National Intelligence Mike McConnell took this approach with the intelligence community, articulating a core set of values that were tied directly to the goals of the Intelligence Reform Act: interagency collaboration, critical thinking, information-sharing and embedding them in everything from performance appraisals and personnel assignments to awards and collaborative IT platforms such as Intellipedia. And its no stretch to suggest that the culture of collaboration he helped instill in the IC contributed to the take-down of Osama bin Laden and other intelligence successes too classified to publicize.

The efforts were intended to create a culture of collaboration that would thrive without regard to the wiring diagrams. IRS took a similar approach to customer service, embedding it in a new mission statement (Service to each, Service to all), defining it in a way that was consistent with a mission in which the customer cannot always be right, and embodying it in performance metrics, training, employee evaluations, and rewards.

7| Be Prepared to Weather the Storm

No matter how compelling the case for reorganization or how well planned its execution, those who lead it must be prepared for two inevitabilities: something will go wrong in its implementation, and when it does, the second-guessing will begin. After the initial drive to stand up and staff the Transportation Security Administration, Administrator Jim Loy faced a series of challenges that had the potential to derail his fledgling organization.

In IRS, already-low employee and customer satisfaction survey results plummeted after the agency restructured, and many began to question its wisdom. Four successive DNIs have had to face questions about the agencys raison dtre. However, in each case, senior leaders remained unified and resolute about their course. That resolve resonates in the press and with frontline employees.

Final Word

This is not an exhaustive list of lessons learned. There are other maxims such as communicate, communicate, communicate and engage stakeholdersthat are also confirmed by our experience. However, the seven listed above are among the most critical ingredients of successful government reorganization.

Mega-Reorganizations: Seven Lessons from the School of Hard Knocks

Communities of Practice:   Government

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