In light of the fact the I have undertaken to begin a search for the Chief of Staff in support of the CEO of a client company - a growing tech company in San Francisco - it makes sense to republish an article first posted a few years ago. Anyone wishing to be considered as a candidate for this role would be well served to read or re-read this description of the Chief of Staff role. The strategic approach to the COS role described below is precisely the vision that my client's CEO has for the role they are creating.
One of my earliest Blog postings addressed the role of Chief of Staff in the private sector. At the time that I wrote the White Paper that I shared in that Blog posting, it was rare to find a corporation that was employing a Chief of Staff in support of a CEO or Chairman of the Board. In the intervening few years, I have become aware of a significant increase in the awareness of the effectiveness of a Chief of Staff in optimizing the performance of a C-level executive.
As a result of the Blog post and the White Paper being available on line, I have received countless inquires regarding the Chief of Staff role. Companies have hired me to help them to define and create such a role, to search for and to hire a Chief of Staff. Women and men working in the role of Chief of Staff have reached out to me to ask for advice and for help in networking with others operating in similar roles. One result of these interactions has been the creation of a LinkedIn Group for Corporate Chiefs of Staff.
With the increased awareness of this role and its importance, I have been asked to re-address the issue. So, I have updated and revised the White Paper, and share it with you today.
It is my desire that in reading this comprehensive treatment of the role of Chief of Staff, you may be motivated to think about creating such a role within your organization or sharing this information with those in your network who may also have a need for someone to serve in this role. I look forward to working with you in creating and filling the role of Chief of Staff to make you an even more effective leader.
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Chief of Staff – A
Force Multiplier!
by
Dr. Al Chase
Founder
White Rhino Partners
A few years ago, I attended a symposium sponsored by the
Boston University School of Management.
The two keynote speakers were Lee Iacocca and James Quigley, CEO of
Deloitte & Touche. In preparation
for hearing Mr. Quigley speak, I read his bio printed in the conference
program. What jumped out at me
immediately was the fact that early in his career with D&T Quigley has
served in the role of Chief of Staff in the Office of the Chairman.
I had already begun to be intrigued with the role of Chief
of Staff – a role I am convinced is under-utilized in the business world. Since many of the candidates I place are
military veterans, through learning of their careers, I have become familiar
with the military functional role of the XO – Executive Officer. The Navy’s Command Leadership
School in Newport, RI
devotes an entire course to training XO’s to function in their role as “Second
in Command.” A friend of mine, a West Point graduate and Desert Storm combat veteran,
recently spent several years as Chief of Staff supporting the Chairman of the
Board of a Fortune 100 Company. My
friend calls the role of the Chief of Staff a “force multiplier.” Properly deployed, a good Chief of Staff can
magnify the effective of the C-level executive he or she is supporting. Yet I find that it is the rare company that
employs a Chief of Staff. Even rarer is
the corporation that has a Chief of Staff and utilizes that person and that
role to full effect.
During the course of the BU Symposium, I had several
opportunities to have one-on-one conversations with Mr. Quigley, and to query
him on his background as a former Chief of Staff. In answer to my question about his
retrospective look at his early role as Chief of Staff, the gist of his answer
could best be summarized as follows:
“I am not sure I would be where I am today if I had not
been given that extraordinary opportunity early in my career. I was rubbing shoulders on a daily basis with
all of the strategic decision makers in the company. I was exposed to ideas, challenges, responsibilities
and opportunities that most people at my age and at my stage of career never
dreaming about. In addition, I was
mentored, coached and stretched by visual leaders who gave me opportunities to
prove what I was capable of doing.”
I was interested in testing out whether, in his current role
as CEO at Deloitte & Touche, Quigley still held as high a view of the role
of Chief of Staff as he had early in his career. In my last meeting with him that day, I asked:
“Do you currently have someone serving in the capacity of Chief of Staff in
support of you?”
Quigley answered: “No; I have three different persons in
that role, each one providing invaluable support in a specific area of
supportive strategic initiatives.”
There is the proof of the pudding!
Chief of Staff - A
Force Multiplier
Part II – Functional Roles of a
Chief of Staff
In this section, I would like to examine some of the specific
functional roles a good Chief of Staff should be able to perform on behalf of
the C-level being supported. My
observations are based upon a composite of several Fortune 500 companies with
whom I have discussed Chief of Staff roles over the course of the past few
months. These companies include leaders
in Consumer Packaged Goods, Electronic Trading, Consulting and
Telecommunications. For the purpose of
describing these functional roles, we will assume that the Chief of Staff is
serving in support of a CEO or Chairman of the Board.
·
The
Chief of Staff Role does not replace the role of a good Executive Assistant. The
COS and the EA work hand-in-hand to ensure that the CEO’s time is planned and
expended with maximum efficiency and effectiveness. In short, the EA functions in an
administrative capacity – managing calendar, appointments, travel logistics,
etc. The COS operates at a tactical,
strategic and operational level, often handling the oversight of projects that
do not neatly fit within the organizational chart or fall between departments
or leaders areas of responsibility.
·
The COS is best used in tracking strategic
initiatives by monitoring progress towards meeting goals and achieving
benchmarks, analyzing data, ensuring follow-through on the part of key players,
and sustaining momentum needed to drive these initiatives.
·
The COS reviews action items decided upon
at each strategic meeting. He/she prepares a written summary, checks with each
attendee to get sign-off on agreed-upon dates of completion and confirms the
party responsible for following up on each action item.
·
Between meetings, the COS stays connected
with members of the committee, collecting data, alerting the CEO to progress or
problems in carrying out the initiatives agreed upon.
·
The COS creates and operates a reporting
system that allows for a timely flow of necessary data into the office of the CEO
from all relevant departments and direct reports.
·
The COS assists the CEO in developing
communication between committee meetings, setting agendas, creating initial
drafts of communications to key strategic team members, helping to prioritize
plans for addressing issues that are impacting progress towards initiative
benchmarks.
·
The COS serves as a first alert system – an
extra set of eyes and ears – keeping the CEO aware of unanticipated problems to
be addressed or opportunities to be considered.
·
The COS develops and oversees a process for
capturing, cataloging, analyzing and disseminating key lessons to be learned
from initiatives, with a view towards helping the CEO propagate best practices
throughout the enterprise.
·
The COS functions in the role of
“ambassador” for the CEO, buffering communication with other members of the
strategic team in cases where there are sensitive issues to be addressed.
Here is an example of this role in practice:
COS calls Brand Manager for Brand XYZ:
“Tony, this is Sharon. We agreed that next Tuesday you would meet with Bob
to report on progress in changing the packaging. You mentioned in your weekly
report that your design team is three weeks behind in agreeing upon a new
package. I know that Bob is very concerned that if we can’t deliver the next
packaging on schedule, we are going to lose more market share. I know your
meeting next Tuesday will go well if you come with a specific plan for how to
get this project back on track before the next Board meeting. See you Tuesday
at 9:00."
It would take a pretty extraordinary individual to be able to juggle all of
these balls, satisfy all of the key stake holders, massage sensitive egos and
do it all with efficiency and grace. Such an individual would have to
have developed a robust set of hard skills and soft skills. In the next section, we will take a look at
these specific skills and intangible traits needed to be an outstanding Chief
of Staff.
Chief of Staff - A Force Multiplier
Part III –Specific Skills Needed to
Succeed As Chief of Staff
We now turn our attention to examining the professional
characteristics, functional skills and personal traits that are required of a
stellar Chief of Staff.
A Chief of Staff must possess in abundance a well-balanced
arsenal of what are often called “hard skills” and “soft skills.”
HARD SKILLS:
·
Project management – Each strategic
initiative being tracked on behalf of the CEO whom the Chief of Staff supports
is a project to be managed. Inherent in
the oversight of these initiatives are the sub-skills of:
o
Multi-tasking
o
Time management
o
Prioritization
o
Benchmarking
o
Trouble shooting
o
Reporting
·
Information gathering and analysis – The COS needs to be able to create and to utilize systems
(both formal and informal) for gathering on behalf of his/her boss reliable information
on what is happening throughout the enterprise with regard to the strategic
initiatives being tracked.
o This
aspect of the job can be a challenge, since those charged with providing timely
updates are not direct reports to the COS. This aspect of the job requires a high level
of sophistication in communications, interpersonal relations and diplomacy on
the part of the COS. (See soft skills below)
·
A keen mind and multi-focal
intelligence – The COS will be juggling
many balls in support of the boss.
She/he must have a quick but thorough grasp of the salient issues and
details of each initiative to be able to make evaluations and recommendations
to the CEO. This is tantamount to being
a “jack of all trades” and “master of all”!
·
Poise and grace under pressure – The
pressure to perform at the highest level will be relentless, since by
definition, each strategic initiative is mission-critical and crucial to the
well being of the organization. No
unimportant matters float up to the CEO to be addressed.
·
Finely honed communication skills – The COS will need to be able to communicate in writing and
verbally with great precision and effectiveness:
o Upwards
to the CEO
o Laterally
to others on the executive team
o Downwards
throughout the organizational chart
o Externally
to other organizations
SOFT SKILLS:
·
Unimpeachable integrity – By reputation
and by consistent performance, the COS must be
viewed by the C-level executive as utterly trustworthy. Each stakeholder must also be confident that
the COS is operating on a solid ethical
foundation of personal values that are transparent.
·
Selflessness – The COS
must gain satisfaction from serving in a support role, and not feel the need to
be in the limelight or receive public acclaim for victories and successes.
·
Emotional stability and resilience–
Because of the high stakes attached to each strategic initiative that is being
tracked, and by virtue of the high level of accountability that is expected of
each player, the atmosphere in which the COS
works is one of high pressure and high expectations. Thin-skinned and easily bruised egos need not
apply!
·
The ability to give and receive constructive
criticism – Human nature and the nature of organizational behavior almost
guarantee that the COS will often be operating
in an environment when one or more initiatives are off-track, over-budget and
behind-schedule. Supporting the boss in
holding individuals accountable, coaching and correcting their performance is a
crucial skill.
·
Diplomacy skills – The COS
will often be expected to represent the boss in dealing with individuals whose
teams may have missed deadlines or benchmarks.
Careers, bonuses and promotions may be on the line, so the COS often operates in a volatile environment in which the
wrong word or the wrong tone of voice could derail a delicate situation.
·
Keen judgment – The COS
must often make instantaneous choices about:
o What
to bring to the attention of the boss and what to shield her/him from;
§ The
ability to “triage” information and determine when the boss needs to get it is
also important.
o When
to speak and when to remain silent;
o When
to intervene and when to let things run their course;
o What
information is reliable and what needs to be questioned and challenged;
o How
to respond to unanticipated developments;
o How
to best keep the boss focused on the top priorities;
o How
to help the boss see clearly through the “fog of war.”
o When
you’re speaking for the boss and when you’re speaking for yourself.
Wow! We just
described Superman or Wonder Woman. Do
such paragons of virtue exist in the real world? We will address this crucial issue in our
next section.
Chief of Staff - A Force Multiplier
Part IV –Finding the Right Person
to Serve As Chief of Staff
The kind of person who meets all of the requirements
described above is rare indeed. And such an
extraordinarily gifted individual would also have to be content and fulfilled
serving in a “support role.” Where would one find such an individual?
My friend, John Byington, reminded me the other day of a
terrific and apt quotation. The line
comes from the Korean War era film, “The Bridges of Toko Ri” and has been oft
repeated: "Where do we find
such men [and women]?"
From my experience
as an executive recruiter, I can point to three primary sources where I have
been able to discover individuals who possess the panoply of skills, traits and
characteristics that are the hallmark of a great Chief of Staff:
2)
Junior
military officers who have 5-10 years of leadership experience leavened with a
top-tier MBA to add business sense and analytical tools to their arsenal.
3)
Mature
veterans of the “corporate battlefield” who have amassed knowledge, judgment,
diplomacy and project management skills over the course of a broad-based
business career.
Before describing in
detail these three pools of potential Chiefs of Staff, let me offer the
observation that the role of COS can be
structured in two primary ways:
a)
As a
role that the candidate would fill on a long-term basis – 5-10 years or
more. In this scenario, the COS sees himself/herself as a “Career XO” – a person who
is content to remain in a strategically important behind the scenes role in
support of a C-level executive.
b)
As a
transitional role that is part of an overall approach to succession
planning. In this scenario, the COS serves for 2-3 years in a strategic support role with
the understanding that at the end of that term of service, she/he will be given
a general management role with P&L responsibility – Division President,
Brand Manager, etc. During the final
year in the COS role, there would be a period
of overlap – selecting, training and transitioning in a new COS
to carry on seamlessly the support functions.
Now, back to the
three pools of candidates . . .
1)
Military
officers who have retired after a full career
This type of candidate fits best in the long term COS role. For many men and women who have served our
nation for 20 years or more, they still desire to make a contribution and build
a fulfilling second career that will leverage the depth of experiences and
breadth of skills they have acquired in leading troops and running
programs. For the officer who is
temperamentally fitted for the COS role, fancy
job titles and an opportunity for climbing up the corporate ladder are not
priorities. Having succeeded in being
promoted consistently over the course of a distinguished military career, this
candidate possess finely honed project management skills, communication skills,
sophisticated diplomatic sensibilities and the ability to fully utilize to the
company’s advantage both the formal and the informal power structures.
2)
Junior
military officers who have 5-10 years of leadership experience leavened with a
top-tier MBA to add business sense and analytical tools to their arsenal. Let me offer a composite description of a
typical candidate in this category. This
person is best-suited for the transition role – serving 2-3 years as COS before ascending to a GM role:
·
Graduate
of United State Naval Academy, US Marine Corps military intelligence officer
whose assignments included a stint supporting Gen. Wesley Clark in his role as
Commander of NATO and US forces in Europe.
MBA from MIT Sloan School of business, summer internship and two-year
stint as a strategy consultant in the Boston office of Bain & Co.
This “young Turk” is just the kind of leader that a visionary company
would want to attract, develop and “fast track” into a senior position. This extraordinarily gifted and precocious
top-achiever will not be attracted to or sufficiently challenged by most
rotational training programs designed to groom future leaders, but would thrive
in a properly conceived COS role in support of a mentoring C-level executive.
3)
Mature
veterans of the “corporate battlefield” who have amassed knowledge, judgment,
diplomacy and project management skills over the course of a broad-based
business career.
Once again, let me offer a description of a composite candidate from
this pool:
BA from Columbia, MBA or continuing education programs from Stern
School of Business at NYU. Over the
years, functional roles have includes Director of Sales and Marketing, Director
of Business development, Program Manager/Project Manager for mission-critical
initiatives, Managing Director Client services.
Because of lifestyle choices, family situation, travel restrictions,
etc., this gifted administrator and manager is happy to climb off of the
treadmill leading to the top of the organizational chart, and spend the next
10+ years of her/his career leveraging a wealth of experience in support of a
CEO, COB, CIO, COO, etc.
In the final section dedicated to the role of the Chief of Staff, we
will add some final thoughts and nuances, sum up salient points, and make recommendations
on ways to implement the creation of this role.
Chief of Staff - A Force Multiplier
Part V - Final Thoughts
USN Captain Mike Abrashoff (Ret.), former skipper of the USS
Benfold, a.k.a. “The Best Damn Ship in the Navy,” has written an insightful
first book that is relevant to our examination of the role of the Chief of
Staff. His book is entitled: “It’s
Your Ship: Management Techniques from the Best Damn Ship in the Navy.” Early in his career, Abrashoff served as an
Admiral’s aide in Subic Bay, Philippines.
One of his statements from page 22 jumped out at me:
“I was twenty-five years old at the time, and most
twenty-five-year-olds don’t get the opportunity to see how the organization
runs at a senior level. It was good
training, which businesses could give their up-and-coming young people by
making them executive assistants to the top officers.”
Capt. Abrashoff uses the term “executive assistants,”
but in context, it is clear that he is really talking about the Chief of Staff
role as we have discussed in this paper.
His comments almost exactly echo the words of James Quigley, CEO of
Deloitte & Touche – words that I quoted above:
“I am not sure I would be where I am today if I had not
been given that extraordinary opportunity early in my career. I was rubbing shoulders on a daily basis with
all of the strategic decision makers in the company. I was exposed to ideas, challenges,
responsibilities and opportunities that most people at my age and at my stage
of career never dreaming about. In
addition, I was mentored, coached and stretched by visual leaders who gave me
opportunities to prove what I was capable of doing.”
The message is pretty clear. A number of young leaders with
extraordinary leadership potential have been encouraged in the development and
deployment of these leadership gifts by being given the opportunity to function
in the role of Chief of Staff, XO, or whatever term that organization may
choose to put on a role that services as a ”force multiplier” in support
of a C-level executive. When structured
correctly, a Chief of Staff role provides a triple win:
- The
CEO wins because he is freed up to be able to concentrate his time, effort
and priorities of strategic initiatives.
He is empowered to “keep the main thing the main thing”!
- The
organization wins because its leader is leading more effectively and the
COS role is adding to succession planning by attracting, grooming and
retaining an unusually gifted up-and-coming leader.
- The
Chief of Staff wins because his/her career trajectory is raised and he/she
is able to make a major contribution while being mentored and groomed by a
seasoned leader.
Ed Cusati, a corporate consultant specializing in improving
the effective of Board of Directors, has been kind enough to share with me a flow diagram that points out the complex interactions among all
of the stakeholders that must be taken into consideration in creating within an
organization a Chief of Staff role. The
CEO, potential Chief of Staff, and Direct Reports must all – from their own
vantage point - wrestle with the potential objections and benefits of creating
a Chief of Staff role.
Through the amazing network of relationship I have been
blessed to develop with some extraordinary men and women, I have access to an
unmatched pool of potential Chiefs of Staff.
It occurs to me that because of this rare access to a unique talent
pool, and because of my awareness of the effectiveness of a properly deployed
Chief of Staff, the role of evangelist for the COS role has been thrust upon
me.
So, how can we help each other to move things forward?
I would welcome an opportunity to enter into conversations
with companies that you know could use a Chief of Staff. In the situation in which the role has
already been utilized in the company, I would like to be in a position to help
that company to identify and to hire the next person to fill the role. In the case of a company that is just
beginning to consider creating such a role, I would welcome a chance to come in
and consult with the strategic leaders to define then role, and then to help
the company to fill that role with their first COS.
I would appreciate your efforts in joining me to evangelize
for the expansion of the role of the COS within corporate America.