Moderated Discussions with Employees Summary Report

July 2023

Table of Contents

Executive Summary

Following the recent Public Service Employee Survey (PSES) & Finance Canada Pulse Survey results, workload management and work-life balance were identified as areas of concern for the Department. Sheffe Consulting was contracted to conduct employee discussion groups to help Finance better understand employee experiences in these areas. The Department also wanted to hear from employees on other issues impacting workplace satisfaction. From July 11-13, a total of five discussion groups (three in person and two virtual) were held with 72 employees. Participants included employees from equity deserving groups, executives, economists, administrative and internal services. A separate session was provided for employees who preferred to participate in French.

Section 1:  Highlights of the Research

According to the 2020 PSES and 2022 Pulse results, workload management and work-life balance have declined at Finance from previous years. More than half of executives cannot complete their workload during regular working hours. Only 11% of employees strongly agree they have energy at the end of their workday and only 24% strongly agree they can balance work demands with their personal life. Less than half (42%) strongly agree that they are happy working at Finance.

Employees in the discussion groups agreed that the research results oadly aligned with their personal experience. When asked what could be contributing to low workplace satisfaction, employees identified five main themes: senior management and leadership, workload and resources, communication, and collaboration, return to office and hyid work.

Section 2: Workload Management

All participating employees agreed that workload management is a top issue for the Department and identified improving communication as one way of helping address it. Administrative and internal services personnel and economists both emphasized trust and flexibility, including the importance of allowing remote work options. Executives highlighted the importance of shifting the Department culture away from being "lean" as a badge of honor and emphasized the need to prioritize the long-term health of the Department (i.e., by reviewing workflow and aligning staffing to strategic priorities).

Section 3: Work-Life Balance

All participating employees also agreed that work-life balance is a top issue for the Department. All groups identified constant connectivity as a significant driver of the persistently low score, and most also identified workload and lack of resources as contributing factors. Most groups identified flexibility (i.e., work schedule, hyid, or remote work options) as an opportunity to address this.  The French-speaking employee group and the equity, diversity and inclusion employee group also highlighted a Right to Disconnect policy as a tool that could promote work-life balance. Executives and economists emphasized the importance of respecting employee boundaries (i.e., avoiding weekend requests unless they are genuinely urgent).

Section 4: Employee Identified Topics

Employees were given the opportunity to identify and discuss additional topics impacting their workplace satisfaction. Returning to the office was an important issue for some staff, but it was not the only one. Employees also identified management behaviour, employee development, leadership and management style, communication, and culture of the Department as impacting workplace satisfaction. Each group discussed one or two of the topics identified by their group.

Section 5: Other Advice

Employees had the opportunity to identify additional topics impacting workplace satisfaction that were not discussed in their session. These suggestions aligned into the following themes: human resources, senior management, return to office; training, development and career progression; succession planning, and constraints on providing fearless advice. In particular, the equity, diversity and inclusion employee group emphasized that the Department should not shrink from negative feedback, but rather keep going. They also highlighted the need to inculcate genuine values of inclusion “not just a box check” and suggested specific ways to do this.

Section 6: Next steps and Wrap-up

Employees were informed that a summary report would be provided to senior management to use in creating an action plan. Several employees expressed appreciation for being consulted and the effort made to create a safe space and protect anonymity. This positivity was balanced with the reflection that feedback has been provided previously and no action seen to be taken, so visible action from the Department will be needed to maintain confidence in the discussion group exercise. All employee groups expressed interest in receiving a copy of this report. 

Background and Overview

The Department of Finance of the Government of Canada enlisted the services of Sheffe Consulting to conduct employee discussion groups to help Finance better understand employee experiences in a few key areas highlighted through the recent Public Service Employee Survey (PSES) & recent Pulse Surveys. Workload management and work-life balance have been specifically identified as areas of concern for the Department. The Department also wanted to hear from employees on other issues that are impacting workplace satisfaction. Five discussion groups took place, with three in-person sessions held in Ottawa on July 11 and 13, 2023, and two virtual sessions conducted over MS Teams on July 12, 2023.

The session was designed to:

  1. Review summary results from the 2021-22 Wellness Metrics
  2. Discuss areas of concern and the reasons for the results
  3. Provide input on how workplace satisfaction could be improved.

Co-facilitators Jennifer Larson and Vickie Lemire from Sheffe Consulting delivered the sessions and members of the Sheffe Consulting team produced this Summary Report.

Broad themes identified from the feedback are included in the body of this report, while a complete transcription is included in Appendix B. While some input was themed for the summary, the input itself is transcribed in the Appendix as captured during the session on flip charts or digital white board, although it’s important to note that editing of spelling and grammar has been completed to assist in the readability of the report. Any responses received in French have been translated to English and included with all other responses, to maintain anonymity. In some cases, participants provided input to a poll. In that case, exact poll results are provided.

Jennifer conducted the in-person portion of the English sessions while Vickie delivered the in-person portion of the French session and produced the on-line sessions. This report is a record of input to be used by the senior management team as they work with their teams to create an action plan to address workplace satisfaction in the Department.

Jennifer and Vickie kicked off each session by welcoming participants, delivering a land acknowledgement, highlighting the session objectives, providing an overview of the agenda, and proposing agreements for working together. Participants were informed that participation was anonymous, that the session was not being recorded beyond the content of the flip chart or digital white board and their comments would not be attributed.

Here is a summary of employee RSVP’s for each session with final attendance numbers:

Who* & When RSVP Attendance
Equity, diversity, and inclusion - July 11 from 10-12 11 10
Executive - July 11 from 1-3 10 9
Admin/Internal Services - July 12 from 10-12 13 12
Economists - July 12 from 1-3 35 34
French session - July 13 from 1-3 10 7
TOTAL  79 72
*While participants were grouped according to these descriptors, a few requested a different session due to scheduling issues. They were informed of the category for the new session and given the option to attend.

Section 1 - Highlights of the Research

Employees were provided with a link to the Public Service Employee Survey (PSES) 2022 and 2023 Pulse Survey results in advance, and Jennifer outlined a summary of the research highlights below, which were provided by the Wellness Team.

Noteworthy Findings

2020 PSES (Annex B)

June 2022 Pulse Survey (Annex C)

2021-22 Exit Interviews (Annex D)

An anonymous digital polling tool was used to collect employee reflections on the research highlights.

Most staff in all discussion groups agreed that the research results broadly align with their personal experience, with the Executive and Administrative and Internal Services groups reported the highest level of affinity with the findings.

To what extent do the aggregate results align with your peronal experience? (1=Low 10=High)

1- EDI = 6.5
2- Executive= 7.8
3- Administrative & Internal Services= 7.8
4- Economist= 6.3
5- French= 5.1

Employees were then asked what they thought was behind the drop in workplace satisfaction. Input by each group is transcribed in the Appendix. Broadly, the factors identified by the groups as contributing to the low workplace satisfaction ratings can be grouped into five themes.

Apart from Workload, these themes were not on the agenda for the sessions. However, the input that was shared on the discussion topics often connected back to these themes and one group chose Return to Office as their additional discussion topic.

Section 2 - Workload Management

The groups were asked to identify their 'pain points' when it comes to managing their workload. Here are the themes that arose from each group. Complete results from each group are in the Appendix.

Workload 'Pain Point' Themes by Group

Equity, Diversity and Inclusion (EDI)

Executives

Admin/Internal Services

Economists

French

All groups were then asked what could make workload management better. All groups identified improving communication as a way of helping address workload.

Executives would particularly benefit from establishing consistent processes, effective planning and prioritization, and optimizing resources to align with priorities. This group also highlighted the importance of recognizing and shifting cultural perspectives on being "lean" as a badge of honor.

For employees from equity deserving groups, promoting work-life balance, providing efficient tools and processes, improving collaboration, and fostering a supportive and feedback-driven work environment would help with workload management.

Administrative and internal services personnel and economists both emphasized trust and flexibility, including the importance of allowing remote work options and trusting employees to make decisions about when to come into the office based on their work and team needs. Gaining a better understanding of work cycles and workflow efficiency to optimize productivity and reduce stress was also highlighted.

Examples of specific ideas provided by employees to address workload include:

Section 3 – Work-Life Balance

All groups were asked whether the survey data showing that only 24% of Finance employees strongly agree they have balance between their work and personal life aligned with their personal experience and to what they would attribute this persistently low number.

All groups identified constant connectivity and the blurring of the boundaries between work and personal life as a significant driver of the persistently low score. Most groups also identified workload and lack of resources as an influence.

Executives and economists also identified the absence of a post-budget reprieve in high volume of work, especially during non-Budget season periods as a significant influence, while Administrative (Admin) and Internal Services employees noted that return to office affected work-life balance planning and created a variety of family challenges, including limited childcare options and difficulty finding alternative accommodations for last-minute office visits.

When asked what could make work-life balance better, most groups identified flexibility in work schedule, hybrid, or remote work options.  The French employee group and the equity, diversity and inclusion employee group also identified a Right to Disconnect policy as an important way to support work-life balance. Executives and economists emphasized the importance of respecting employees’ time and boundaries, including avoiding weekend requests unless they are genuinely urgent and setting clear expectations about availability and when people should be accessible.

Work-Life Balance 'How it Could be Done Better' Themes by Group

EDI

Executives

Admin/Internal Services

Economists

French

Examples of specific ideas provided by employees to address work-life balance included:

Section 4 - Employee-Identified Topics

Time was allocated for employees to identify and discuss additional topics impacting their workplace satisfaction beyond workload and work-life balance. Participants themed the responses and the 1-2 topics identified by the most participants were discussed during the session. Topics that were identified but not discussed are listed by the employee group in the Appendix under 'Other Topics to Discuss'. The following topics were identified and discussed in more detail:

Top Employee Identified Topics Identified by Group

EDI

Executive

Admin/Internal

Economists

French

Highlights of the input for each topic are included below. Complete input for all topics can be found under the related employee group in the Appendix.

Management Behaviour (EDI)

What specific issues pertaining to this topic are you most concerned about? What are your 'pain points'?

How would it look if it was done optimally? OR What could make it better?

Employee Development (EDI)

What specific issues pertaining to this topic are you most concerned about? (the 'pain points')

How would it look if it was done optimally? OR What could make it better?

Leadership & Management Style (Executive)

What specific issues pertaining to this topic are you most concerned about? (the 'pain points')

How would it look if it was done optimally? OR What could make it better?

Communication (Admin/Internal Services)

What specific issues pertaining to this topic are you most concerned about? (the 'pain points')

How would it look if it was done optimally? OR What could make it better?

Return to Office (Economists)

What specific issues pertaining to this topic are you most concerned about? (the 'pain points')

How would it look if it was done optimally? OR What could make it better?

Culture of the Department (French)

What specific issues pertaining to this topic are you most concerned about? (the 'pain points')

How would it look if it was done optimally? OR What could make it better?

Section 5 - Other advice to address workplace satisfaction at Finance

Finally, participants were asked if they had any other advice to share, including whether there were additional topics they did not get a chance to discuss, how managers could provide better support for individuals or suggestions for more programs or supports to address an area of concern.

Flexibility was provided during this portion of the session. Some groups focused on the three questions, while others provided input that was not directly related to the questions. Input for each question has been collated and summarized in the table below. Additional input from each group is summarized in the next table. The complete input from each group can be found in the group's section of the Appendix.

Other Advice

Any topics you did not get a chance to discuss that could help address workplace satisfaction at Finance?

Human Resources

Senior Management

Return to Office

Training, Development & Progression

Succession Planning

Constraints on Providing Fearless Advice

Change Management - It could be done better

Budget Cycle - It as invaded ⅔ or more of the year, not just constrained to February to March

How could managers provide better support for individuals?

 If you could add one more program/support to address an area of concern, what would it be?

Additional Input by Group

EDI

Executives

Admin/Internal Services

Economists

French

Section 6 - Next Steps and Wrap-up

Facilitators thanked the group for being part of this process and reiterated that the input would be summarized into a report without attribution to individuals. Many employees expressed the desire to see the report or be promptly informed about forthcoming actions.

Groups were asked to provide feedback to close the session. Highlights of the feedback are below:

One thing you liked

One thing you would change

Appendix Session 1 - Equity, Diversity, Inclusion Group

Highlights of the Research

To what extent do the aggregate results align with your personal experience?

On a scale of 1 (low) to 10 (high), the average is 6.5.

What do you think is behind the drop in employee satisfaction?

Workload Management

What are your 'pain points' when it comes to managing your workload?

How would it look if it was done optimally? OR What could make it look better?

Work-Life Balance

What do you attribute this persistently low #?

How would it look if it was done optimally? OR What could make it better?

Other Topics to Discuss

What are the top 1-2 issues that impact your workplace satisfaction at Finance?

Employee Development

Return to office

Management behaviour

Employee Development

Specific issues pertaining to this topic are you most concerned about? What are your 'pain points'?

How would it look if it was done optimally? OR What could make it better?

Management Behaviour

Specific issues pertaining to this topic are you most concerned about?

How would it look if it was done optimally? OR What could make it better?

Other Advice

Other topics you didn't get a chance to discuss that could help address workplace satisfaction?

Evaluation

One thing you liked

One thing you would change

Appendix Session 2 - Executives

Highlights of the Research

To what extent do the aggregate results align with your personal experience?

On a scale of 1 (low) to 10 (high), the average is 7.8.

What do you think is behind the drop in employee satisfaction?

Workload Management

What are your 'pain points' when it comes to managing your workload?

How would it look if it was done optimally? OR What could make it look better?

Work-Life Balance

What do you attribute this persistently low #?

How would it look if it was done optimally? OR What could make it better?

Other Topics to Discuss

Beyond workload management and work-life balance, what are the top 1-2 issues that impact your workplace satisfaction at Finance?

Leadership/ Management style

Leadership and Management Style

Specific issues pertaining to this topic are you most concerned about? The 'pain points'?

How would it look if it was done optimally? OR What could make it better?

Other Advice

Any topics you did not get a chance to discuss that could help address workplace satisfaction at FIN?

Evaluation

One thing you liked

One thing you would change

Appendix Session 3 - Administrative & Internal Services

Highlights of the Research

To what extent do the aggregate results align with your personal experience?

On a scale of 1 (low) to 10 (high), the average is 7.8.

What do you think is behind the drop in employee satisfaction?

Workload Management

What are your 'pain points' when it comes to managing your workload?

How would it look if it was done optimally? OR What could make it look better?

Work-Life Balance

To what would you attribute this persistently low #?

How would it look if it was done optimally? OR What could make it better?

Other Topics to Discuss

What are the top 1-2 issues that impact your workplace satisfaction at FIN?

Communication

Understanding work & workload

Transparency regarding the return to office

Communication

Specific issues pertaining to this topic are you most concerned about? The 'pain points'.

How would it look if it was done optimally? OR What could make it better?

Other Advice

Any topics you did not get a chance to discuss that could help address workplace satisfaction at Finance?

Evaluation

One thing you liked

One thing you would change

Appendix Session 4 - Economists

Highlights of the Research

To what extent do the aggregate results align with your personal experience?

On a scale of 1 (low) to 10 (high), the average is 6.3.

What's behind the drop in employee satisfaction?

Workload Management

What are your 'pain points' when it comes to managing your workload?

How would it look if it was done optimally? OR What could make it look better?

Work-Life Balance

Specific issues pertaining to this topic are you most concerned about? What are your 'pain points'?

How would it look if it was done optimally? OR What could make it better?

Other Topics to Discuss

What are the top 1-2 issues that impact your workplace satisfaction at Finance?*

*Due to the large session size, input was collected via a digital 'word cloud' - large text means more people entered the topic

The word cloud captured about 50 entries, with return to office/RTO, recognition, training, and culture being the more frequently cited words/phrases.

Return to Office

What specific issues pertaining to this topic are you most concerned about? What are your 'pain points'?

How would it look if it was done optimally? OR What could make it better?

Other Advice

Any topics you did not get a chance to discuss today that could help address workplace satisfaction?

How could managers provide better support for individuals?

 If you could add one more program/support to address an area of concern, what would it be?

Evaluation

The large size and high engagement level of this group in the topic discussions did not allow time for completion of the evaluation step.

Appendix Session 5 - French Group

The input was recorded in French and has been translated for this report.

Highlights of the Research

To what extent do the results presented correspond to your personal experience?

On a scale of 1 (low) to 10 (high), the average is 5.1.

What do you think explains the decline in employee satisfaction?

Workload management

Obstacles or frustrations?

What could improve it?

Work-life balance

What would you attribute this very low number to?

What could improve it?

Other Main Problems

What are the top 3 issues affecting your job satisfaction at Finance?

Culture of the Department

Obstacles or frustrations

What could improve it?

Other problems

Problems

Tips/ideas...

Evaluation

One thing you liked

One thing you would change/ Suggestions

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