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P L AY B O O K Retain and Gain Career Management for the Public Sector Equips managers for career Lisa Taylor, Challenge Factory conversations that grow talent
Preface: This Playbook is published by CERIC, a charitable organization that advances Retain and Gain: Career Management education and research in career for the Public Sector counselling and career development to increase the economic and social well- Copyright 2021 by Lisa Taylor, Challenge being of Canadians. Factory The first two editions in the Retain and No part of this publication may be Gain series focused on how small busi- reproduced, distributed, or transmitted ness and non-profit managers can use in any form or by any means, including career management activities and tools photocopying, recording, or other to engage their teams. I am excited that electronic or mechanical methods, CERIC saw the potential to expand the without the prior written permission series to include this edition, focused of the publisher, except in the case on executives and managers in the of brief quotations embodied in public sector (encompassing all levels critical reviews and certain other of government and jurisdictions across non-commercial uses permitted by Canada). In researching this edition, copyright law. Wholesale discounts some of the challenges that public for book orders are available through sector leaders face resembled those I Ingram Distributors. had heard from executives and manag- ers in other sectors. In other cases, the Published by: very nature of the work that is done CERIC within the public sector, the size of this 2 St Clair Avenue East, Suite 300 workforce and the way career progress Toronto, Ontario and success is measured create unique M4T 2T5 conditions not seen in small businesses Canada or non-profits. In this Playbook, I have tried to focus on those elements Website: www.ceric.ca unique to the public sector while also Email: admin@ceric.ca sharing common tools and information useful to any executive or manager, ISBN regardless of their sector, seniority or Paperback: 978-1-988066-64-6 team size. ePUB: 978-1-988066-65-3 ePDF: 978-1-988066-66-0 No resource focused on the careers of employees would be complete without the provision of tools to assist leaders in the pursuit of
greater diversity, equity and inclusion (DEI) in the workplace. DEI is not a “special situation” to be addressed as something unique or optional and so, wherever possible, we have integrated these resources and activities into the main sections. DEI is a foundational part of an organization’s culture and inseparable from fundamental human rights. As such, while there are special situations listed in Section 4, these are intended to address unique circumstances that may sometimes (but not necessarily always) arise. This edition of the Playbook does have one very unique feature that only applies to public sector leaders: this is our “Careers and Canadians” callouts. As you will read, we believe led by Taryn Blanchard and including it is essential to address not only Ben Martin, Nicole Hou, Sage Duquette the impact that career management and Justin Doran. can have on the engagement of staff within the public sector, but This project was guided by a also the significant impact a career fantastic Advisory Committee, development mindset can have on with many thanks for their insight, the framing and shaping of public guidance and generosity: policies, programs and operations. A public sector workforce that is aware Tricia Berry, Learning Specialist of career management practices and for Universal Design for Career tools can lead to broader benefit for all Education, Education Support Services, Canadians. Department of Education & Early Childhood Development, Government Finally, as always, I am grateful to all of New Brunswick who have provided their time, expertise and commitment to the Retain and Patti Edwards, Manager, Climate Gain series and this specific edition. For Research Data Products, Environment now, I’d like to provide sincere thanks and Climate Change Canada and admiration to CERIC for its vision, support and leadership, as well as to my incredible Challenge Factory team,
Chris Fernlund, Manager, Student Thank you also to the following Support, eCampusOntario research participants and reviewers who generously shared their Raquel Fragoso, Director General, experiences and expertise about Human Resources, Federal Economic the public sector and career Development Agency for Southern management: Ontario • Aderonke Akande Rachel Haché, Co-President, Interdepartmental Careers Community • Judy Brown of Practice, Government of Canada and Human Resources Corporate Manager, • Martine Cantin Atlantic Canada Opportunities Agency • Adam Eckhart Alastair MacFadden, Executive in Residence, Johnson Shoyama Graduate • Paul Keller School of Public Policy • Shelley Kilbride Sabrina J.C. Persaud, Researcher and Policy Analyst, Privy Council Office • Kyla McKenzie (Public Service Renewal Secretariat, Beyond2020 Team) • Susan Osborne Christa Ross, Assistant Deputy Minister, • Valérie Plourde Immigration, Employment & Career Development Division, Ministry of • Paul Saad Immigration and Career Training, Government of Saskatchewan • Milly Sywanyk Nathalie Thériault, Co-President, • Michel Turcotte Interdepartmental Careers Community of Practice, Government of Canada and • Anne Walker Senior Career Management Advisor, Public Services and Procurement • Johanna Wolf Canada To all other anonymous research Charlie Tsao, Advisor, Privy Council participants, thank you very much. Office (Public Service Renewal Secretariat)
Contents Section 1: Introduction 6 Note to Public Sector Leaders 7 How to Use the Playbook’s “Travel Guide” 8 Format Section 2: Why Career Management Matters 14 to Your Organization Preparing for Your Career Management Journey 15 What “Good” Career Management Looks Like 19 Section 3: Building Your Career Management 24 Itinerary Tips to Get You Started 25 Itinerary A: 10 minutes to spare 27 Itinerary B: One hour a week 32 Itinerary C: Half-day every few months 38 Template to Build a Career Management 46 Itinerary – Your Action Plan Sample Career Management Itinerary 47 Section 4: Special Situations 48 When Managers Are Not Comfortable or 49 Capable of Having Career Conversations Dealing with Life Events and Leaves of Absence 52 Precarious Employment Practices 54 Career Considerations for New Graduates 56 Career Considerations for the 50+ Workforce 58 When There Are Few Opportunities for 60 Knowledge Specialist Advancement Navigating Employee Investment and a Public 62 Service Mandate Section 5: Careers and Canadians 64 Section 6: Listed and Additional Resources 72 Notes and References 84 Endorsements for Retain and Gain: Career 90 Management for the Public Sector
Section 1: Introduction Note to Public Sector Leaders 7 How to Use the Playbook’s 10 “Travel Guide” Format
Retain and Gain Section 1 Note to Public Sector Leaders Welcome to the Retain and Gain Career Management Playbook, designed for you: smart, engaged and curious leaders in the public sector. The goal of this Playbook is to assist shifts in technology and rising expec- you in implementing career manage- tations from citizens.2 Finding the ment activities that will benefit you and time, energy and resources to focus on your employees – the people who are career management, then, can also be critical to the success of your organi- very challenging. zation, as well as to the economic and Leading a team in the public sector social well-being of Canadians. These means constantly balancing internal activities are designed to work with staffing needs against the operational free (or low-cost) resources that can requirements that enable the execution be applied on the job, as part of regular or fulfilment of a public mandate. work structures, starting today. Associated with this is the struggle Canada’s public sector leaders against negative public perception that work hard to improve the lives and investing in employees takes resources well-being of Canadians while building away from public goods and services. strong and diverse workplaces.1 These The public doesn’t always recognize are no small tasks, and the stakes the connection between internal are high not only for public sector investment in employees and external employees but for all Canadians served productivity or quality services. by them. The challenges facing public These challenges and balancing acts servants across the country are com- take place no matter what jurisdiction plex – including financial constraints, you are working in – federal, provincial, high workloads, aging demographics, territorial, municipal and First Nations – or what type of leader you are – in-scope or out-of- scope manager, supervisor, TAKE ACTION team lead, director and Throughout this Playbook you will see the “TAKE executive. ACTION” headings that suggest ways to put A key component of the information being shared to immediate use. fulfilling public mandates Don’t feel you have to incorporate all suggestions and developing a skilled, or topics covered immediately. The aim of this Playbook is to be an ongoing resource you can inclusive, agile and use over time. Return to it whenever you want to equipped staff is effective learn more or take action. career management. While employees have ultimate 7
Section 1: Introduction ownership over and responsibility They are committed to meeting the for their own careers, managers have career needs and aspirations of their an important duty to enable their employees, and they don’t need to employees’ careers through support, be convinced of the good that career empathy and openness. In some cases, management can do. What they need a manager’s decisions or actions can is practical activities, tips and advice for affect an entire career. This is especially putting career management to use as true for members of DEI groups, who they find themselves in a constant tug- can face career advancement obstacles of-war between competing priorities, from many quarters. By cultivating this constraints and other public sector type of careers-focused environment, challenges. managers not only contribute to the This Playbook has something for positive personal and professional every leader in Canada’s public sector. growth of their employees but also lay To our main audience: Consider critical groundwork for operational yourself a traveller and this Playbook success. your travel guide. Both you and Canada’s public sector leaders know your employees experience shifting that in today’s changing world of demands and challenges over the work, the status quo is not acceptable course of your career in the public or feasible anymore, especially in sector, and there’s no “one-size-fits-all” relation to the COVID-19 pandemic approach to meeting them. The and its permanent impact on public activities in this Playbook will help sector work, careers and priorities. facilitate dedicated career conver- sations, individual and organizational career planning DID YOU KNOW? strategies and Career management can be a strategic lever for greater awareness stronger organizational performance and success. It is of the career-related a foundational component of a range of workforce and resources available workplace needs: in the public sector • Recruitment and retention of talented employees – and how to find • Transition support (e.g., onboarding, automation, them. They will also retirement planning, etc.) • Development of new leadership candidates and help foster resilience skill sets and responsiveness • Knowledge transfer to changing condi- • Career agility, resilience and mobility tions, which will only • Reskilling or upskilling that is increasingly needed continue to accel- in the rapidly changing world of work erate in the years to • Safeguarding and improvement of mental health and well-being come. • Fostering diversity, equity and inclusion These types of activities will have a 8
Retain and Gain Section 1 FROM THE SECTOR: In developing this • L eading career conversations with employees is Playbook, we spoke difficult due to a lack of training, structure, time with public sector and allocated funding. leaders at various levels • Employees often lack diverse advancement of government.4 From opportunities that fit their skill sets and meet their coast to coast to coast, career needs and goals. they showed us how • It can be a struggle to undertake career management motivated they are activities in the face of formal rules, frameworks, about addressing work- policies and processes within the public sector. force and workplace • Leaders have to be creative in where they get career challenges. They also management tools, including looking outside their demonstrated certain own organization or the public sector as a whole. consistencies in their • There is confusion about the difference between own experiences. Do career management, performance management these resonate with you? and talent management. positive impact on employees’ engage- ment and performance, as well as on CAREERS AND CANADIANS their mental health and well-being. The world of work, Canadian society As COVID-19 laid bare, the separation and the challenges facing both are between work and life is artificial, changing. The public sector is adapting, and trying to address them as such and its leaders need new tools to ensure they are developing and implementing will not succeed. As the authors of strong, effective programs, practices Strengthening Mental Health Through and policies – both as an employer and Effective Career Development summa- in service of all Canadians. The work rize, “Mental health is now everyone’s done by public servants at all levels of business.”3 government and across jurisdictions impacts the lives, livelihoods and Managers who help their employees careers of every Canadian. As such, find a sense of purpose, value and throughout this Playbook, you’ll see direction for their work also help to “CAREERS AND CANADIANS” mobilize those employees’ talent and headings that provide concrete more fully capture their commitment examples of how career management and discretionary efforts. By focusing activities, principles and concepts can also be taken up as a powerful on practical career management activ- lens and toolkit in the development, ities, you will have a stronger platform delivery and measurement of public on which to engage and support your goods and services. employees through work and life decisions, challenges and transitions. In turn, this will lead to healthier, more valuable opportunities to the public engaged and more productive teams. sector, and we are very excited to show Career management offers many you what’s possible! P 9
Section 1: Introduction How to Use the Playbook’s “Travel Guide” Format This Playbook is structured as a travel guide. We find this is a helpful framing device, even in times when actual travel is unlikely or impossible, and received great feedback about its use in the first two editions of this Playbook. First, travellers are limited by the amount of time they can spend in any one location or on any specific activity. They need to make the hours count and stretch their financial resources as far as possible. As a result, they tend to focus on what will deliver the best experience. Second, many of the public sector leaders who participated in our research used the following analogies to describe careers: a journey, trip, roadway or roadmap. A career can be a fun adventure sometimes, Third, time and money are critical and a stressful slog of planning and constraints for public sector leaders. roadblocks other times. Navigating a You know that recruitment, employee career can alternate between feeling engagement, employee retention like you’re on a fast-moving highway and productivity depend on positive and feeling like you’re stalled in traffic. employee experiences – including Anyone can get lost at different opportunities to learn, grow, feel points in their career without a clear appreciated, tackle challenges and roadmap, and asking for help with be rewarded. But how do you make directions or planning can mean the good on a great employee experience difference between a trip spent making while juggling tight budgets, limited unforgettable memories and one spent staff and not enough time to do all the resenting your travel companion as you things that “should” be done? How try to rejoin your tour group. can you customize and tailor a “Career 10
Retain and Gain Section 1 Management Itinerary” to deliver experiences that meet the needs of both your staff and your organization? TAKE ACTION The travel guide format also lends The templates, resources and tools itself well thematically to the funda- provided throughout this Playbook are designed to guide you to action. mental diversity in the public sector If something doesn’t quite fit, feel and Canada as a whole, and the need free to modify and adapt it. We to intentionally and continuously hope the ideas are a starting point integrate practices that recognize that inspire you to grow and build diversity, equity and inclusion (DEI) as your people through great career foundational to a strong organizational experiences. As a first step, consider sharing this guide with your own culture. DEI in the public sector serves leadership (or have them get their multiple overlapping purposes: own copy) and work through key topics together. • It reflects the diversity of the Canadian population and society, one of its core characteristics and • It brings together worldviews strengths. This is a unique element and experiences from a variety of of the public sector’s responsibility backgrounds, leading to new ideas, to its citizens. critical thinking and problem solving. TRAVEL TIP: LEARNING THE LANGUAGE Travel often involves “career development” It embraces various learning new terms. will be used inter- concepts, including During our research, changeably in this self-awareness, we learned that Playbook, although career ownership, sometimes terms some of the quoted career planning and like “career develop- sources may use other exploration, lifelong/ ment,” “professional terms. continuous learning development” and For those and networking. “training” can be used interested in formal As such, career interchangeably in the definitions, career management is public sector, while the management is a 1) a set of principles term “career manage- lifelong process of and practices that ment” is generally investing in resources every individual should understood to be to accomplish your be implementing broader – encompass- future career goals, throughout their ing many different and a continuing life, and 2) a field activities throughout process that allows with professional a person’s full working you to adapt to the practitioners and life. For our purposes, changing demands decades of evidence- the terms “career of our dynamic based research management” and economy.6 behind it. 11
Section 1: Introduction This is a key driver of FROM THE SECTOR: innovation. Multiple studies show that diverse “When we talk about DEI, it’s not just workforces, at all orga- about individuals who are members nizational levels, have of protected groups like visible positive financial and minorities. What we’re talking about performance impacts.5 is everyone as an employee coming with unique skills and personality • It helps break down traits. Regardless of who you are, you systemic barriers and will have very unique needs and it’s discrimination. Recog- very important for managers to take nizing that we are on those without any judgment, and really a journey allows us to understand and support employees reflect on our choices and with those needs…So if I’m a manager consider the underlying and I need to have a conversation structures and impact with an employee, what are some of of our language, actions the questions I need to ask myself? and opportunities. In What are some of the things I need this way, non-discrimina- to keep in check to make sure I don’t tion – including but not actually create a bias here and end up limited to anti-racism, not being a support for this person’s anti-LGBTQ2+, anti-age- career development, or end up ism, gender equality and creating such a negative experience equality for persons with for them that they end up leaving the disabilities – is integrated organization. Which happens, right.” into every career conver- sation, activity and action – Leader in a provincial government we take as an intrinsic, non-negotiable value. Career management is a powerful – and tolerance for both – that gives tool in the public sector’s DEI tool- employees a sense of safety, connectiv- kit. It has a positive impact on the ity and purpose. career advancement of marginalized Diversity is often experienced in the groups, as well as on the conditions workplace through differences in per- that lower their work satisfaction on a sonalities, perspectives and even pol- day-to-day basis and prevent fair and itics. Managers who foster conditions inclusive policies and practices from in which employees feel safe bringing being implemented. It also activates their whole selves to work also reduce the diversity of experience and thought the pressure to “just go along to get 12
Retain and Gain Section 1 along” – to conform in order to CAREERS AND CANADIANS avoid further marginalization. This pressure suppresses useful Career programs are typically considered dissent, creative problem solving the remit of departments of education and employment. But there is evidence and sound risk management. that career development principles are Not only does it contribute to included and considered in many other an insufficient understanding of public sector portfolios. For example, issues and inability to address Health Canada’s social determinants of complex challenges facing public health include a broad range of personal, sector organizations, but it also social, economic and environmental factors that determine individual and erodes employees’ well-being population health.7 The main determi- and trust in their employers. nants of health are: Career management, then, plays a critical role at the 1. Income and social status intersection of DEI, employee 2. Employment and working conditions engagement and performance, and mental health and well- 3. Education and literacy being. If employees can’t be who 4. Childhood experiences they truly are at work, they will 5. Physical environments not want to be there – and they will leave for better working 6. Social supports and coping skills conditions elsewhere. 7. Healthy behaviours We want to show you that 8. Access to health services career management is a high- 9. Biology and genetic endowment value, high-return, low-risk organizational lever that will 10. Gender carry your organization across 11. Culture long distances. And, really, 12. Race/Racism who doesn’t love taking a “just for you” custom-designed If one of the greatest challenges facing trip? The next section offers Canadians is their adaptation to an an opportunity to learn more ever-changing Future of Work ecosys- about the benefits, methods tem, is it time for the creation of a and approaches of career “Ministry of Career Development?” management. If you are eager to Alternatively, is there evidence of careers thinking in the programs and policies jump right into the Playbook’s emerging from departments such as activities, skip to Section 3 on energy, economic development, environ- page 24. P ment, Veterans affairs, Indigenous affairs, immigration, housing, etc.? 13
Section 2: Why Career Management Matters to Your Organization Preparing for Your Career 15 Management Journey What “Good” Career 19 Management Looks Like
Retain and Gain Section 2 Why Career Management Matters to Your Organization This section provides background information to help you become familiar with the language, opportunities and options that career management can offer your organization and staff. In a real travel guide, this section would give you an overview of the city, region or country that you were planning to visit. It would be the pitch for why you should spend your money and time there. In this Playbook, you’ll be learning more about why career management should be a priority (i.e., a great journey and destination) in your organization and leadership plan. If you prefer to jump straight into planning your Career Management Itinerary, skip ahead to page 24 to find activities, tips and templates. Preparing for Your Career Management Journey Before preparing for a trip, most people have a few specific questions: • What can we afford? Similarly, your current and future employees go through the same type • When is the best time to travel? of process when deciding to apply, join or remain with your team or • What type of experience do we want organization. They consider the value to have? of the work and how it aligns with their personal beliefs. They evaluate To answer these questions, you plan, the salary and benefits offered, and budget, scour online reviews and ask whether now is the right time in their friends about cities, hotels and tours. career to take the role you offer or to Then you make choices that best fit take a new role elsewhere. They also your criteria. consider what it’s like to work with you: 15
Section 2: Why Career Management Matters to Your Organization • Does the daily and long-term workplace culture and establish experience of being on your staff your organization's reputation as an energize and build their career, or employer of choice. does it drag them down? Anyone who’s been through a recruitment cycle knows how • Do you foster a productive, time-consuming it can be and how enjoyable and inclusive workplace important it is to make good hiring culture? choices. And hiring is only the beginning. A complex challenge that • Are other employees thriving under public sector organizations face is your leadership? the combination of 1) poor retention and loss of great talent, and 2) high In this Playbook, we provide tips and retention despite under-engagement. activities that enhance your employees’ There are many paths for people career opportunities, build your to grow their careers in meaningful ways in the public sector. The interconnectedness at different levels of govern- FROM ment often means building THE SECTOR: a career can be facilitated “A public service career [can be] by the networks, on-the-job roughly 30 to 35 years. So, imagine training, job mobility and if the skills you started with were the lifelong learning opportu- same skills you had at retirement. You nities that are available to would miss out on years of learning, employees – if they know advancement, contribution and overall how to find and access impact benefitting Canadians. those career development You would be the one driving a horse tools. and buggy when others around you Because advancement are driving their electric cars. in the public sector is Or maybe you would be driving often (though not always) your car when other cars are driving possible only by moving themselves. Learning is an important into people management part of career development. It helps roles, the lack of diverse, us adapt to continuous change in our progressive career paths work realities. Investing in learning – can result in strong tech- and especially in our people – is critical nical employees or subject for a competitive and relevant matter experts being public sector.” promoted into general – Taki Sarantakis, President, managerial roles that are Canada School of Public Service 8 not a good fit or misaligned with their interests, skill 16
Retain and Gain Section 2 sets and expertise. When employees come to this type of crossroads in their careers, some choose to leave for other sectors that DID YOU KNOW? may be more fulfilling from In the federal government’s 2016 Indigenous a technical or knowledge workforce retention survey, 40% of expertise perspective, while employee respondents indicated they were others may choose to stay for planning to leave their current position.9 A significant reason for this was a lack of career the job and financial security, progression opportunities and the view that good benefits and pension. some recruitment and promotion processes This latter decision can result in their organizations subjected them to bias in decreased engagement and and discrimination. It was also found that productivity while they “wait Indigenous employees were promoted at a out their service for retire- lower rate (19.9%) than employees who did not self-identify as Indigenous (25.4%), and ment day.” Indigenous employees who have worked Engaged employees align for the federal government for 5-10 years their own career success with have critical workplace needs (for example, the success of the organiza- regarding their professional development, tions for which they work. advancement and mobility beyond initial recruitment). How employees perceive internal career opportunities For more information on the hiring, is linked to key organizational retention and promotion of Indigenous employees in the federal government, results and overall workplace see Many Voices One Mind: A Pathway to culture. Turnover is expensive Reconciliation: and members of a disengaged https://www.canada.ca/en/ workforce will struggle to be government/publicservice/wellness- the mission advocates that inclusion-diversity-public-service/ leaders need. diversity-inclusion-public-service/ knowledge-circle/many-voices This discussion of reten- tion and engagement, as And for over 50 published sources related well as the evaluation and to Indigenous recruitment and retention: http://caid.ca/IndRecRet2017.pdf decision-making process that employees go through when considering career moves, is an important facet of our understanding of careers as a journey ensuring strong productivity and or trip in need of a travel guide. Effec- operational success. tive career management is a key secret Another important dimension of weapon for organizations looking to workforce retention and engagement retain talented employees and leaders is longevity. The average age of looking to help their employees while Canada’s workforce and the number 17
Section 2: Why Career Management Matters to Your Organization of people working past the his- torical age of retirement are both DID YOU KNOW? increasing.11 As a result, the nature of The financial ramifications career journeys is changing, as well of employee turnover are as the career supports needed by enormous. According to employees at different stages in their Employee Benefit News work life. (EBN) and the Work Insti- tute, replacing an employee Importantly, as employees get can cost 33% of their annual older or their careers in the public salary in turnover-related sector lengthen, the amount of costs and 74% of the causes career support they need does not of employee turnover are decrease – it instead changes. Many preventable.10 of the public sector leaders whom we spoke to, however, identified employees in their early careers and those stepping into a new TRAVEL TIP: leadership role as requiring more As you explore this career management support. This Playbook, consider the employment path your misperception is also reflected in the organization is on. You amount of career support (guidance, likely know what your opportunities, challenges, etc.) they public service or mandate indicated is provided to employees delivery goals are, but by their organizations, with pro- what are your employee- gressively less support available to related goals and invest- ment plans? If you think employees as they get older. about careers as a journey, If employees are remaining with what stage is each of your the public sector for lengthy terms employees at and what of service yet aren’t receiving the type of “trip planning” career support they need, what type support do they need from you? of workforce and workplace culture is being cultivated over the long term? For more on this topic, see “Career Considerations for the 50+ over the entirety of their lives, while Workforce” in Section 4 – including leaders will benefit from a fulsome advice for leaders who find it uncom- understanding of how to motivate, fortable offering career support to challenge and support their employees employees who are older than them. as they move through different stages Career development is a lifelong of their work life. Leaders can’t do this pursuit for everyone, regardless of without having proper support of their age, salary or seniority. Employees own, and taking up practical career will benefit from a broader under- management activities is a great way standing of their own career path to start. P 18
Retain and Gain Section 2 What “Good” Career Management Looks Like Leaders in the public sector shared with us their concerns about setting career management goals and having career conversations with employees. Of those leaders we spoke to, 51% think managers find career conversations difficult to initiate or lead with employ- ees, while another 27% think managers find them difficult “sometimes.” This mirrors findings in other sectors and can be traced to an absence in Canada of a culture that prioritizes career literacy, competence and lifelong learning. Leaders described several causes for their reluctance to have career conver- sations with employees, including their worries that: • They don’t have the skills or training to offer good suggestions to the challenges their employees face, often due to a lack of management resources that would prepare them to provide career support. either 1) decide to leave to pursue other opportunities, or 2) realize • Having this type of conversation their expected career progress may lead employees to request addi- isn’t aligning with their current tional development opportunities, opportunities. for which there is no funding. • Asking employees about their career • Their employees may think a goals may be viewed as too personal punitive measure was being taken or intrusive. against them, or be unable to accept constructive criticism or feedback. Sometimes, leaders can resist having career conversations because they • Encouraging broader career discus- misinterpret them as performance sions may accelerate employees to evaluations, which can entail difficult 19
Section 2: Why Career Management Matters to Your Organization discussions about shortcomings and consequences. Check out the FROM THE SECTOR: Travel Tip at the end of this section for the difference between career “Career development is one management and performance of the human resources management. practices that has changed the It is good to be aware that most over the past 20 years. personal and cultural differences Paternalistic organizations of can inform contrasting understand- the past rewarded good work ings of what topics are considered with lifetime employment, intrusive. However, not having planned development and career conversations at all will steady advancement. In today’s be less helpful in the long run to rapidly changing organizations, both employees and managers. employees recognize that To navigate these differences, their jobs will continue only as one tip is to focus on the tone long as their skills are relevant you want to set for conversations to an evolving organizational with your employees and for your mission. They know they are organizational culture as a whole, responsible for their own career emphasizing openness, empathy and development. Nevertheless, support. Career conversations may the stresses and frustrations be difficult to start or uncomfort- experienced by employees as a able at times, but they will benefit result of changing career patterns you, your employees and your can contribute to reduced organization. Proceed with courage! productivity, poorer quality of Explicit career management prin- decisions, increased absenteeism ciples, theories and tools are often and turnover, and increased not included in the learning and incidence of disability claims training opportunities offered by related to stress. For employers, organizations. Common examples understanding and addressing of these are mandatory training employee career issues helps courses for new managers or redress the above problems leadership development courses and significantly enhances for future leaders. These tend to organizational vitality.” provide training and development for people management more – Lorraine Dyke, Linda Duxbury and Natalie Lam, “Career Development: broadly but not for career manage- Taking the Pulse of the Public Service,” ment specifically. With respect to The Journal of Public Sector career management resources that Management12 do exist, the DEI lens is frequently absent, which only makes it more 20
Retain and Gain Section 2 DID YOU KNOW? During our interviews, we heard a variety of misconceptions about career management. These prevent organizations from establishing good career support and practices. To counter them, we’ve put together a list of key facts about career management that you should remember: 1. Career 6. Older employees leaders with tough management and often need to worry career-related training are not the about their career situations. same thing, nor are just as much as 10. Career career development younger employees, management is and advancement. and many people a useful tool for do make significant 2. Employers are not addressing systemic career changes in control of the barriers and after the age of 50. career paths of discrimination. their employees. 7. Career 11. Managers struggle management 3. Employees often to provide is not costly don’t know how to career support and delivers an manage their own to employees immediate return careers. from different on investment to ethnic or cultural 4. Managers often the organization. backgrounds. don’t know how 8. Career to help employees 12. T here is clear management is for with their careers. evidence that everyone, not only shows career 5. Generational professionals or management cohorts do not knowledge workers. improves diversity, have homogeneous 9. T here are proven equity and inclusion career aspirations, practices, hard data (DEI) in the qualities or and solid research workplace. interests. available to help You will find supporting evidence for these key facts throughout the Playbook. For a deeper dive, consider using the resources in Section 6 as a starting point. difficult for leaders to develop cultural eight Guiding Principles of Career competence for career conversations Development to help clarify and define with all employees. the scope of career-related work.14 When good career management (Remember that we’re using the terms takes place, managers and employees “career management” and “career work together to explore careers and development” synonymously in this career growth. CERIC has developed Playbook). These principles can help 21
Section 2: Why Career Management Matters to Your Organization ensure you have good career conversa- 2. Entails determining interests, beliefs, tions, resources (like those listed at the values, skills and competencies – and end of this Playbook) and programs in connecting those with market needs. place with your staff. 3. Involves understanding options, Career Development: navigating with purpose and making 1. Is a lifelong process of blending and informed choices. managing paid and unpaid activities: learning (education), work (employ- 4. Should be self-directed; an indi- ment, entrepreneurship), volunteer- vidual is responsible for their own ism and leisure time. career, but is not alone – we all FROM THE SECTOR: “Up until my 40s, my career was on the rise. Then, different circumstances led to me being placed in positions where – long story short – I didn’t feel that I fit. Little by little, my self-confidence waned, and lassitude kicked in. I saw myself being under-exploited and my skills misaligned with my duties. But with 360,000 positions spread throughout tens of ministries and departments, I bet that there would be one in which I would be more effective and useful, and therefore happier. I began using my network and…[tried to] find a new job, better aligned with my profile, but without success. I was going in circles. […] “When you wake up in the morning dragging your feet and you live for weekends and vacation, something is wrong. The worst was that the situation didn’t improve, despite my efforts. I realized how many of my colleagues were in similar situations. I really wished I had been supported by some kind of internal placement service. A flexible and dynamic (and why not profitable) organization with the mandate to put challenge-seekers in contact with talent-seekers. […] “Alas, no such “talent optimizer” exists within the federal govern- ment. What’s more, as I write, managers are not incentivized to support an employee who, in a genuine optimization effort, would like to change teams. In general, that’s left to their discretion and they do as they see fit for themselves or their team. Serving the best interests of the federal government is not systematically taken into account [and nor is the well-being of the individual in question].” – Martin Houle, former federal public servant, Le Devoir (January 9, 2020)15 22
Retain and Gain Section 2 influence and are influenced by our 7. Can be complex and complicated, environment. so context is key – there may be both internal constraints (finan- 5. Is often supported and shaped by cial, cultural, health) or exter- educators, family, peers, managers nal constraints (labour market, and the greater community. technology). 6. Means making the most of talent 8. Is dynamic, evolving and requires and potential, however you define continuous adaptation and resilience growth and success – not necessarily through multiple transitions. P linear advancement. TRAVEL TIP: LEARNING THE LANGUAGE Career management is distinct interventions and follow-on from but intersects with other actions. Career management people management activities – is a partnership: “Managers, by including talent management, providing learning opportunities performance management, and supporting career goals, help training and coaching. Talent to empower their employees management is a formal disci- and further their career pline for workforce planning that development. The organization, is directed by the organization. for its part, has a duty to help Performance management is a develop employees’ career part of talent management activ- management skills through ities and focuses on optimizing human resources programs, employee performance based on mentoring and networking. metrics and feedback. It focuses Lastly, the employees themselves on how well employees have must be accountable for their accomplished specific job-related own development through self- activities in support of stated assessment, skills updating and strategic objectives and organi- setting career goals. When these zational goals. (For example, is three work together, employees your service delivery program become more engaged and meeting its targets? Is your proj- retention improves.”13 Think of ect manager staying on time and this partnership as a triangle, on budget?) with employees as the career This Playbook addresses topics owner, managers as the career and actions that go beyond enabler and organizations as the performance-related discussions, career supporter. 23
Section 3: Building Your Career Management Itinerary Tips to Get You Started 25 Itinerary A: 10 minutes to spare 27 Itinerary B: One hour a week 32 Itinerary C: Half-day every 38 few months Template to Build a Career 46 Management Itinerary – Your Action Plan Sample Career Management 47 Itinerary
Retain and Gain Section 3 Building Your Career Management Itinerary This far into the travel guide, you should have a better understanding of what career management is, its importance in the public sector and how it can help leaders and employees navigate their work, professional growth and interpersonal relationships. We’ve provided background about should intrigue and encourage deeper why career management is directly learning while providing concrete, connected to individual, workforce and practical starting points. organizational success (i.e., the “desti- nation” of your journey). We’ve also TIPS TO GET YOU STARTED outlined the complex challenges facing managers as they try to support their 1. Just as a travel guide about a place employees, ensure strong engagement or tourist attraction has different and retention, and balance operational categories of activities for visitors requirements against their manage- (e.g., what tours to take, where to ment responsibilities. dine, which hotels to stay at, etc.), But we all know the most rewarding we’ve also designed our recommen- part of preparing for a trip takes place dations around different categories once the itinerary is set and the of activities that may interest you. planning is done, when you know what Consider the following: to expect and can focus on how to turn an already great schedule into a • “ The Specialty Tour”: Some terrific experience. As you explore the managers may prefer to structure activities in this section and choose their activities around a single those most useful to you, remember goal, like a foodie charting their that this Playbook is not a comprehen- movements through a city to dine sive manual to career management. It at all the best restaurants. TRAVEL TIP: Check out the template on page 46. You can use it to build your own “itinerary,” putting into action the career management activities that are recommended in this Playbook and modifying them as you see fit. 25
Section 3: Building Your Career Management Itinerary • “The Highlights Tour”: Some 3. This section starts by challenging managers may want to get you to think differently, then exposure to a variety of ways drills down into specifics. Each that career management can be subsequent activity becomes usefully implemented across work progressively more action-oriented activities, like a traveller immersing and tied to organizational goals. themselves in an array of unfamiliar We recommend starting by reading cultural beliefs, practices, events all the activities and putting a star and histories. beside those you want to begin with. Next, review your “shortlisted” • “The Featured Tour”: Some activities and consider which are managers may skim a list of most important and in what order activities and only select those that you want to tackle them. Then, fill in can help them navigate a current the itinerary template provided. issue on their plate, such as a “featured DID YOU KNOW? trend” that’s popular in a given travel season. Diversity is a fact. Inclusion is a choice. Applying a diversity, equity and inclusion (DEI) lens in the workplace is not optional. 2. As with the research you Public sector leaders across Canada share do when planning a trip, this view, but may not know how to put we’ve listed far more it into practice. A DEI lens is essential to activities in this Playbook creating equity and inclusion, upholding the than can reasonably be fundamental human rights of employees (and Canadians more broadly) and creating accomplished within an organizational culture in which a sense a short timeframe. of belonging extends to everyone. Don’t feel pressure to The first and best resource for leaders choose more than the is their employees. Leaders should ask number of activities employees who are directly impacted by DEI what they can do to help them, without you feel is realistic. creating an environment in which they are Just as you can’t see made to feel tokenized. The responsibility all the attractions in a for driving equity and inclusion, demysti- city or country in one fying inaccuracies and countering stereo- trip, prioritize those types about marginalized groups rests with activities you want to those who are not subjected to systemic barriers and discrimination. do first. Then plan to It’s important to be proactive and inten- come back and build tional about integrating career manage- new itineraries each trip ment and a DEI lens – rather than treating to broaden your career either as separate from each other or from management experience “regular work.” The activities in the itinerar- ies that follow aim to make this possible for and exposure. busy leaders. 26
Retain and Gain Section 3 40+ Career Management Activities Itinerary A: 10 minutes to spare If you can carve out 10 minutes daily, consider choosing one activity to do each day. You can do the same activity each day, or alternate between activities. showed career creativity when they Brainstorm helped [client/peer/me] solve a prob- lem. [Outline the problem and what it Goal: Identify new, positive actions meant to the person being helped and to take to your organization]. I look forward to [employee name] sharing what they Think about yourself. Identify one learned from the experience. Well done. career-defining moment from your past. Some organizations will send these Write it down and consider sharing it as types of messages out whenever there’s part of an upcoming team event, call or a success to celebrate. Others will set communication. Why was it meaningful? a more predictable schedule, perhaps What did you learn? Does your story including these messages as part of a provide context to any career situations broader monthly or quarterly commu- that others may be experiencing? How nication. In some organizations, sending might your background, prior experi- “yet another email” may be received ences and different identities play a role? poorly because of the high volume of Consider sharing your story as part of a emails already experienced. If this is the broader employee communication. case, consider including this type of one-line success message in an already existing email that is sent out regularly. Share Alternatively, consider sharing these success messages during a regular lunch- Goal: Develop a culture of learning and-learn session or team meeting. and exploration that encourages Whatever frequency and medium of employee development communication you decide to use, let your staff know what they can expect Begin to regularly share one-line success and ensure you spend 10 minutes messages with your staff that highlight every few weeks soliciting stories from how an employee has grown or devel- employees. On an ongoing basis, review oped new skills. Consider using this which employees are the subject of format: these messages. Are diverse voices being Subject: Career Creativity recognized for their achievements and Body: Last week, [employee name] performance? If not, why might that be? 27
Section 3: Building Your Career Management Itinerary see what’s new with them and see Discuss how their day is going. Be clear that you have about 10 minutes and, if a Goal: Connect the dots to align longer conversation is needed, you will organizational goals with your team’s schedule a follow-up time to address day-to-day experiences items in more detail. Let your staff member spend a few minutes sharing Call an employee and have a “check-in.” whatever information is top of mind. Let them know you are calling to What you discuss doesn’t have to be CAREERS AND CANADIANS In addition to the “career nature of today’s careers. serve a specific purpose at journey” as a common As a federal government a particular time. But the metaphor or form of report on the Future of broader focus should be imagery, some of the Work notes: on the dynamic relation- public sector leaders we “Career ladders are ship between Canadians interviewed also pointed to becoming career lattices: and labour markets, not the “career ladder.” Those According to Barclays, 24% on the imagery itself. who did described it as the of workers under 34 have A similar over-emphasis traditional analogy or the already worked in four on one magic bullet to analogy that best fits the industries, while 59% over address current chall- hierarchical structure of 65 retired with three or enges may suppress the their organization. Analo- less. The career lattice is role each individual has in gies are helpful in describ- characterized by constant forging their own career ing employment structures skills learning and updating, in favour of a standard and relationships. They also steeper learning set of courses and ensure there is common curves, and change tasks that, if completed, language to describe core management. Labour will lead to success in elements of organizational could become more tran- emerging employment culture. As leaders, the way sient, potentially impacting structures. For example, you talk about careers is community cohesion but reskilling or upskilling are powerful in orienting your perhaps raising under- important methods of employees to expectations standing between diverse adapting to the changing and possibilities. groups. The future of world of work. However, Fixed analogies for vulnerable groups may too narrow a focus on careers are less useful in worsen if governments skills ignores the equally the development, deliv- don’t adapt skills training, important role that indi- ery and measurement of redefine skilled immigra- vidual interests, beliefs, public goods and services. tion, and shift curricula to values and other systemic An over-reliance on prepare Canadians for the elements play in ensuring describing employment, career lattice and lifelong career ownership, growth the workforce or labour learning.” 16 and readiness. How can markets with simple A career ladder, lattice, skills training and initia- imagery overlooks the journey, spider web or tives also include these dynamic and complex other fixed image may other elements? 28
Retain and Gain Section 3 career-related – but know that there Other organizations have few are career implications for building this resources, especially for managers, type of casual rapport and relationship leaving you to feel like you’re alone. with your employees. After the discus- Whether you are overwhelmed sion, note priorities, topics or ques- or underwhelmed, compile a list tions that come up. Select a different of the resources available to you employee next time. (such as training opportunities) and collect those materials that can be gathered (in print or digital format). Do Remember that your focus is on career management resources. Not all of the Goal: Take action that fosters career professional development resources opportunities for your team available to you will have an explicit career management focus. Are you committed to providing career Any resource focused on employee support to your employees, but are management can become a career having trouble getting started? Some- management resource. Some are times the best way to overcome that already explicitly focused on careers initial hump is to get organized. (such as this Playbook). For others, Some organizations have an abun- you may need to use the Guiding dance of resources for employee, pro- Principles on page 22 as part of your fessional or workforce development, consideration of the topic at hand. which can make navigating or taking Gaining exposure to stories of diverse advantage of them feel overwhelming. experiences, operational successes and innovative practices can be good “door- DID YOU KNOW? openers” to discuss In our research with public sector leaders, we career interests, learn- delved into what they think makes for good ings and opportunities. career conversations, coaching and support. Once you have an These are the qualities they identified: organized list, identify • Open, approachable the gaps in your career • Non-threatening, non-judgmental management resources. • Empathy, patience, compassion If you aren’t sure where • Listening skills, observational skills those gaps are, ask • The ability to ask questions yourself what you find • Being interested, involved, encouraging especially interesting • Recognition of cultural differences and impacts or challenging about • Self-awareness providing career support • The willingness to make time available to your employees. • Experience and practice Do you want to improve your coaching skills? Do 29
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