Community Leadership Development Task Force Report January 4, 2000 Contents Executive Summary ............................................................................................................................................ i Community Leadership Development Task Force Members: .................................................................... ii Introduction ........................................................................................................................................................ 1 Charge of the Task Force ................................................................................................................................. 2 Current Internal Leadership Programming .................................................................................................... 2 Review of Literature .......................................................................................................................................... 4 Community Leadership Development in Other States ................................................................................ 4 Opportunities for Cooperation ........................................................................................................................ 5 Task Force Recommendations ........................................................................................................................ 6 Appendix A – 1995 Leadership Needs Assessment Survey ......................................................................10 Appendix B – 1998 Focus Groups: U of I Extension Leadership Programming .................................13 Appendix C – Review of Literature ..............................................................................................................20 Appendix D – Exploration of Community Leadership Programming ....................................................23 Appendix E – Community Leadership Development Core Staff Competencies ..................................29 Appendix F – Leadership Development Conference – 1999 ...................................................................34 Executive Summary Leadership development as a subject area and its applications are central to many of Extension’s educational programs and community development projects. Despite the documented benefits and need for organized leadership programming, such comprehensive programming is lacking in Illinois. To address this critical need, the Community Leadership Development (CLD) task force was formed in November of 1997 to examine the following issues: existing internal (U of I Extension) leadership programming, the current leadership development research base, opportunities for cooperation with outside organizations, other states’ Extension offerings, priorities for limited budget opportunities, opportunities for external funding of development efforts, and educational programming that might be developed by the task force. This document addresses the issues listed above, culminating with the Task Force’s recommendation that Extension adopt two strategies: An internal strategy through which Extension staff can strengthen their understanding of leadership and enhance their leadership skills. An external strategy which will strengthen Extension’s role in partnerships across and outside the state by creating resources to teach community members about leadership and by creating the intellectual foundation for leadership education. “Community” is used to describe communities of place and communities of interest. The committee recommends working on several prerequisites to achieve success in these strategies: 1. A leadership specialist would play a major role in planning and designing directives outlined in this report. The leadership specialist in the Department of Human and Community Development would support efforts initiated by Extension Educators, Extension Specialists, and the Office of Professional Development. 2. Create a Leadership Development Network of Extension staff. This group will form a learning environment to be sustained by the organization. These members will identify themselves. From this group, create a Community Leadership Development Steering Committee. The Steering Committee will help Extension sustain both the internal and external strategies for the community leadership initiative. 3. Identify or develop sources for recurring funding to provide organizational support for these initiatives and support professional development opportunities for all staff. i Community Leadership Development Task Force Members: Robert Aherin, Extension Specialist, Farm Safety Vicky Broos, Unit Leader, Ogle County Del Dahl, Assistant Professor, Agricultural Communications Debra Kinsella, Unit Leader, Grundy County Marjorie LaFont, Extension Educator, EFEP Thelma Malone, Unit Leader, Williamson County Kay Mayberry, Extension Educator, Family Life Dale Montanelli, Associate Professor, Human and Community Development Charles Olson, Assistant Dean, Academic Programs Anne Heinze Silvis, Extension Specialist, Program Development Al Zwilling, Unit Leader, Knox County Co-Chairs: Kathie Brown, Extension Educator, Community and Economic Development Ben Mueller, Extension Specialist, Community Development ii Introduction Extension—Developing Leaders for the 21st Century Communities and organizations are entering a new era, with new requirements for success. Changes in the economy, family structure, demographics, technology, and other areas have implications for the way people make decisions and plan for the future. Peter Drucker states, “we are in one of those great historical periods that occur every 200 to 300 years when people don't understand the world anymore, and the past is not sufficient to explain the future.” The community that effectively functions in this changing world will be quite different from the model that we all know. An effective community will provide an environment where each person will grow to become a trustee of the community, understanding his or her responsibility to make the community work. An effective community provides opportunities for people to help each other and helps each person develop the skills needed to work with others. For communities, the challenge is to work together. For community leaders, the challenges are to gain participation from all residents, to involve people in making decisions and planning for the future, and to encourage the entire community to take responsibility for the decisions that must be made and the work that must be completed. To meet these challenges, community leaders need a cadre of skills and competencies relating to decision making, problem solving, and group mobilization. These competencies have been taught by Extension over the years. Leadership development has been a part of Extension education since the early 1900s when agricultural cooperatives and boys’ and girls’ clubs were formed (Michael, Paxson and Howell, 1990:1). At first the term “leadership development” was used in Extension to describe the general leadership skills among its volunteer outreach workers, such as 4-H Club adult leaders, Home Demonstration Club volunteer leaders, and farm practice demonstrators. This type of leadership development was seen as having an “immediate end” as well as being a “general means.” While the immediate training benefited Extension programming purposes, the leadership development topics introduced also had larger applications that could be applied by volunteers in other civic and social activities. For Extension programming purposes, leadership development is often classified as a community and organizational development activity (Carpenter, 1977). Yet almost all Extension staff conduct efforts that can be considered as improving the leadership skills of the clients they work with. For example, the National Impact Study of Leadership Development in Extension defined leadership development as “the fostering of competencies that enable one to influence people’s thoughts, feelings, and behavior” (Michal, Paxson and Howell, 1990:2). The study identified 19 leadership competencies that Extension educators develop among their clientele, including problem solving, directing projects, working with groups, communicating effectively, changing behaviors and others. The study suggests that all educators should understand that a part of their work is leadership development, since a key objective of every Extension program should be to empower individuals. Extension’s involvement in leadership development is based on four assumptions: 1. Every person has something of value to contribute. 2. People have a role in shaping their communities, organizations, and governments, and a responsibility for participating. 1 3. Participation is necessary to develop educational programming that best meets the needs of the local community. 4. Extension has an important role in developing leadership capacity. These assumptions have been relevant throughout Extension’s history of involvement in this arena, and they will continue to guide Extension programming into the next millennium. Charge of the Task Force Through a variety of Extension programs, individuals and teams have addressed community leadership development. However, University of Illinois Extension has not had a coordinated approach. Thus, a task force on community leadership development (CLD) was formed in November of 1997 that involved a cross section of Extension professionals. The charge to the Community Leadership Development Task Force was to develop a set of recommendations that will place University of Illinois Extension in a position to serve the needs of council members, volunteers, and Illinois citizens. The task force was asked to include the following issues in its deliberations: The nature and scope of current U of I Extension programming relative to community leadership development. Access to the necessary research base, either at the University of Illinois or elsewhere. Opportunities for cooperation with public and private sector agencies who play a role or have an interest in community leadership education. Opportunities for obtaining educational resources from extension programs in other states. Programming priorities for limited budget opportunities. Opportunities to attract outside funding for community leadership development. Educational programming the task force may develop with its own and other accessible resources. Current Internal Leadership Programming As stated, leadership development is central to many of Extension’s educational programs. Current programs include Extension council training, local government training, livestock waste issues, land use management, retirement housing, service learning, leadership development academies, and other CLD programs. These programs target youth and 4H participants, local officials, community leaders, and a wide spectrum of audiences interested in community leadership practices. 1995 Survey Results In 1995, University of Illinois Extension conducted an internal audit of formal leadership development programs. Approximately one-third of the units took part in this survey. Topics described as part of the leadership development process included problem solving, community growth, issue identification, group decision making, working with committees, building communities, the workings of local government, and the role of the media. The entire survey is reproduced in Appendix A. Forty-eight percent of the respondents indicated they were currently involved in more than one leadership development program in their unit, while 51.6% reported that no leadership development programs were then offered in their communities, either by Extension or other organizations. 2 While the number of respondents may limit the survey findings, the findings do highlight a lack of statewide programmatic response to community leadership development issues. The success of existing programs also highlights the need for a collaborative approach to programming in this arena. Focus Group Findings Focus group research was designed to supplement information from the 1995 survey. This research was designed to gather “why” and “how” information from Extension staff who use formal and informal leadership training. Focus group discussions were held with unit leaders from the Southern, East Central, and Northwest Regions, and with educators from the Youth Development Team and the Farm Business Management and Marketing Team. The entire focus group report is reproduced in Appendix B. Themes of the Focus Group Discussions 1. Unit leaders and educators used various definitions of “leadership.” 2. Many educators and unit leaders reported that they were unable to work additional topic areas into their already busy schedules and they did not expect to provide leadership development opportunities or leadership training in addition to topics already on the agenda. 3. Unit leaders, in particular, saw leadership among community members as an evolving set of skills, to be developed among every person who participates in Extension programs. 4. Participants said that program materials and professional development opportunities should be available in convenient formats. Lessons Learned from Examination of Internal Programs Although many of the Extension community leadership development programs are successful and widely recognized, there are concerns that these programs are inconsistent and not well coordinated. In some Extension programs, the educational objectives and leadership elements have not been fully defined and articulated. Few Extension leadership development programs are consistently presented across the state. The task force identified and acknowledged some of these constraints and limitations to the development of an optimum approach to community leadership education. The following “lessons learned” are summarized from examination of possibilities and constraints, and form the basis for our recommendations: Learning about leadership occurs around issues. Issues make leadership development relevant. Leadership is an important component of each of Extension’s four core areas. Elements of leadership can strengthen programming in each core area. All Extension staff can benefit from learning more about leadership and by having the opportunity to practice leadership skills. The University of Illinois has the ability, but limited capacity, to conduct research about leadership, develop programs about leadership, and implement leadership development education. Learning about leadership occurs in a variety of settings. Extension leadership programming should include a variety of approaches, techniques, and tools. Extension should support ongoing and independent efforts to teach leadership, including community-based programs, leadership academies, and private-sector efforts. 3 Review of Literature While there is a great deal of current literature on leadership, relatively little of it is research-based. The leadership research supports the concept of learning leadership skills in the context of real issues, and the sharing of leadership among learners. In the development of University of Illinois Extension’s leadership programming, one goal should be to contribute to the leadership research base (see Appendix C – Review of Literature). Community Leadership Development in Other States The task force looked at several different leadership programming models in Illinois and around the nation (see Appendix D – Exploration of Community Leadership Programming). The following list of principles for best practices and content areas seems to be consistently present in successful CLD: 1. Participatory Process. Representatives of the desired participant group design the program. Providing the planning group with a variety of CLD models used in the region or the state allows them to choose the most appropriate model. 2. Program Design. Keep the "leadership for what?" question at the forefront of the planning efforts. This helps fix the desired outcome clearly in mind as possibilities are considered. Leadership occurs around specific issues relevant to Extension programming. For example, as they work to manage water quality issues, watershed management team members would develop many leadership capacities. 3. Diversity Among Participants. Participants from a broad array of perspectives bring diversity into the learning environment, providing the opportunity for a richer and more meaningful learning experience. All types of diversity are considered when determining an audience for the program: racial, ethnic, age, gender, sexual orientation, geographic, and economic. 4. Experiential Learning. Hands-on, learning-by-doing participatory approaches, which allow participants to draw on their knowledge and experience, are the most effective learning methods. Resource persons are facilitators rather than teachers; they involve participants rather than lecture. Participants are required to take on a new leadership role. People learn more from reflecting on real-life experiences than from book or classroom learning. 5. Sense of Community. Building a sense of community means developing trust and camaraderie. This is done in a number of ways: (a) Participants to spend time together—several days in a row as opposed to a few hours several different times; (b) There is time for socializing and unplanned time for interaction; and (c) The program is fun and exciting. 6. Flexibility in Program. Flexibility allows plans to change to meet the needs of the group as the program evolves. The program might include components such as self-development, group processes, and community understanding. 7. Reflection. There is time for reflecting, alone and with the group. This is a time for participants to think about and share what they are learning from their experiences. Dialogue is a good method for engaging a group in reflection. There is also time for reading. 4 8. Continuing Leadership Growth. A process is built in for the continued involvement of alumni, and for their continued growth in leadership. Education must be followed by action, which is continued over time. The process of learning involves ongoing education and action. Opportunities for Cooperation Partners in Programs The University of Illinois is uniquely positioned to provide the research, development, and implementation of CLD programming in Illinois. Currently, staff are part of leadership development from several perspectives: 1) serving their communities in leadership positions, from which they teach leadership through modeling and mentoring, 2) conducting research to develop leadership programs, 3) evaluating materials and methods, and 4) teaching leadership specifically or indirectly. In these endeavors, Extension staff members collaborate with other agencies, institutions, and community leaders. A formal strategy to work closely with these partners in a well-founded leadership initiative would extend and amplify the current work. Potential partners include: community-based leadership programs, public institutions such as community colleges and universities, youth organizations, church groups, and after-school programs, Extension in other states, professional organizations (such as the National Association of Community Leadership Educators, Illinois Ag Leadership Foundation, Chambers of Commerce, Farm Bureau) and human service agencies, neighborhood organizations, civic groups, foundations or other organizations. More partners could be cultivated. Many organizations may not realize leadership development role they fulfill, and/or don’t recognize the opportunity and benefit of providing leadership development experiences for their members. Partners Providing External Funding University of Illinois Extension should commit to a base level of funding to support the core components of this report, but should also explore other funding to expand community leadership development in Illinois. With sufficient funding, U of I Extension can become a leader in designing leadership programming. The list of potential partners in the previous section provides a natural starting point for collaboration of programs and potential funding or in-kind contributions; however, the opportunities for funding go beyond this traditional approach. The funding potential exists from three different sources: program fees, business and community partnerships, and grant funding. Program Fees. Community leadership and leadership development programs command premium prices in the competitive market. Most community leadership development programs charge a registration or program participation fee. This fee covers course materials and expenses for program presenters. Registration fees for these programs range from $500 to $1,200 per person for a year5 long program. Such fees may put programs out of the reach of some of the audiences served by Extension. Development of Business and Community Partnerships. Through our investigations, the task force identified a number of businesses, organizations, and institutions that support leadership programming. Local chambers of commerce, community colleges, and individual corporations are just a few. The competitive advantage for U of I Extension is to use its statewide network and organization to develop these resources at both the local and state level. The corporate sector is willing to support leadership development programs and conferences if they have an opportunity to participate in trade shows or have an opportunity to display their products. In some communities, the corporate sector has donated resources in their name to promote leadership development. Grant Funding. Many believe that grants help solve the financial challenges of most programs. Some of these are simply idealistic wishes. However, there are foundations that fund leadership programs. The guiding factor for selection of these grants needs to be the identification and cultivation of the relationship with foundations that have a commitment to leadership development. In summary, the Task Force recommends that U of I Extension support and encourage creative partnerships with external partners, to develop resources, and to provide educational programming. Task Force Recommendations To build sustainability into the proposed CLD strategies, the task force recommendations are twopronged. The internal strategy is designed to increase the capacity of Extension, through its staff, to respond to leadership development needs for communities in Illinois. The external strategy is designed to strengthen Extension’s ongoing involvement with its external partners as CLD programming grows in Illinois. Both strategies build upon a supporting structure which includes the Department of Human and Community Development working in partnership with Extension staff on campus and in the field. Supporting Structure These strategies would benefit from an organizational structure to provide support and ongoing maintenance. The task force recommends that this structure include: An Extension Specialist in leadership to plan and design the components outlined in this report. The leadership specialist, in the Department of Human and Community Development, would support efforts initiated by the Leadership Development Network and Steering Committee (see below), Extension staff, and the Office of Professional Development. A Leadership Development Network comprised of Extension and ACES staff and others who have an interest in personal leadership development, and in learning, practicing, and teaching leadership. Participation in the Network will cultivate programming partnerships among Extension and other agencies and interest groups in the state. A Community Leadership Development Steering Committee should be derived from the Leadership Development Network. This steering committee will facilitate the implementation of both the internal and external strategies for the community leadership initiative. 6 Internal Strategies In an effort to make U of I Extension more effective in its work with external audiences, its staff members need a better understanding of leadership skills and concepts. The Internal Strategy outlines methods through which Extension staff can strengthen their understanding of leadership and enhance their skills. Critical to this strategy is an organizational structure which: Identifies a set of core competencies. (See Appendix E – Community Leadership Development Core Staff Competencies.) Sets standards and creates assessment tools to guide staff members in planning their professional development experience. Develops an ongoing, systematic approach to developing core competencies. For example, a number of hours would be dedicated to leadership professional development activities each year, providing an opportunity to create a system better suited to continuous staff development around this skill area. Dedicates funds to develop internal leadership capacity building activities. A portion of the funds would be dedicated to learning resources, such as a library of current literature for loan to staff, a web site, and ensuring that U of I Extension participates in groups such as the National Association for Community Leadership and the Association for Leadership Educators. To meet the needs of Extension staff at various levels of interest and ability, the task force has designed a comprehensive plan as follows: New Extension academic staff need an effective CLD course, added to the existing orientation program, to better prepare them to work in communities and counties as Extension professionals. A community leadership “short course” (possibly eight to 10 hours) will be designed by the proposed new leadership specialist. Content will be modeled after that of successful Extension leadership programs from various land grant universities and based upon content areas identified in the recommended staff leadership competencies (see Appendix E – Community Leadership Development Core Staff Competencies). All new Extension professionals will participate in the CLD orientation program. A form of mentoring should be established to coordinate internal efforts. However, the word mentoring should be avoided to prevent confusion with existing Extension mentoring programs and to more clearly define the role of staff who serve as leadership mentors to others within the organization. Alternate labels are peer pairings or learning partners. The Michigan LEADNET model demonstrates a working version of community leadership as a part of Michigan State University Extension’s organizational development. A University of Illinois Extension Learning Partners program will be created to supplement leadership training for new employees. The organization must also devise a means of promoting and supporting these learning partnerships, because individuals should not be solely responsible for maintaining the program. A “cafeteria plan” will target all Extension staff interested in increasing their knowledge of leadership and building their skills. A series of in-service workshops will be integrated into the PDO process and based upon content areas identified in the recommended staff leadership competencies (see appendix). Resources will be committed for the development and delivery of these programs. Sessions will be sequential and multiyear, covering various topic areas related to 7 leadership. Topics should include facilitation, conflict resolution, building community collaborations, and other relevant subjects. These workshops will be more detailed than the CLD offered in the orientation training and less involved than the yearlong experiential program, but will enable incremental progress over several years with a systematic, comprehensive approach to CLD. Because professional development opportunities for nonacademic staff are limited, some programs might be offered at the regional level or offered via distance learning or new technologies. A year-long experiential program, modeled after the National Extension Leadership Development (NELD) program, will be created for Extension staff. The program will expand the learning opportunity created in the NELD program to an even greater number of staff. Such a program will include self-study, workshops, study tours, and group activities. The curriculum’s goal will be making participants better leaders as they learn about and use leadership skills. With enhanced leadership skills, these participants will become role models and learning partners. Program participants will be able to contribute to future leadership programs. The existing pool of North Central NELD participants in Illinois could form a strong cadre of organizers for developing and sustaining the program. The Task Force acknowledges the importance of allowing staff at all levels to have opportunities to learn leadership. However, it is sometimes difficult for nonacademic staff to leave their offices to participate. It is important to enable their participation whenever it is appropriate and feasible. Evaluating the Internal Strategy The Office of Professional Development, working with the Leadership Specialist, will determine the evaluation plan and its implementation. External Strategies The purpose of Extension’s leadership development efforts is to help communities meet the challenge of change through an expanding core of leaders. The purpose of the external strategy is to help University of Illinois and its partners make better use of resources, provide clearer direction for research, and help target educational programming for internal and external audiences. U of I Extension can strengthen its role in partnerships across the state by using its statewide network for creating educational materials that teach leadership, creating the intellectual foundation for leadership education and bringing together communities from across the state to learn from each other. Leadership program efforts should evolve from issues that emerge from all four core program areas. Extension programming can reach audiences that are underserved in the commercial marketplace. Specifically, the Leadership Development Network could: Support a structure for identifying current issues and creating leadership learning opportunities around these issues. Development teams, counties/units and others have a critical role in identifying issues. This process will enable multidisciplinary approaches to Extension programming. Develop a procedure for learning from experiences. Criteria for successful programs should be determined. Leadership development indicators should be identified, and community leadership efforts should be benchmarked and measured as one of the most important intangible community-building capacities. Facilitate learning opportunities for Extension staff, based on lessons learned from success stories and situation descriptions. Give ample time for learners to reflect and apply new knowledge and skills. Developing leadership performance standards and an evaluation strategy will be the work of the Leadership Specialist. 8 Develop a set of tools to use in teaching and learning leadership and distribute it widely. These tools will support Extension staff as they learn more about leadership and seek new opportunities to apply their leadership skills. Many of these tools will be products of the ongoing research and application of findings in communities. CLD content and skill-building applications will be developed in partnership with Extension and the Laboratory for Community and Economic Development. In addition, Extension will collaborate with other regional and national land grant universities in the development, application, and evaluation of these CLD tools. Create a set of recommendations to develop, support, and sustain leadership development efforts that includes best practices and easy-to-use tools. Integrate what we learn into new versions of materials. For example, materials and programs will reflect what we have documented and learned in the benchmarking and “best practices” efforts; the research agenda will reflect what is current and relevant in the field; and more programs, across content areas, will recognize and incorporate leadership. Conduct an annual community leadership development conference. While LCED (Laboratory for Community and Economic Development) and the Community and Economic Development and Youth Development teams are logical centers for the development of leadership initiatives, implementation of the external strategies ideally would involve staff at every level of the organization. The Community and Economic Development Team (CED) will partner with LCED to develop a community leadership research framework while developing applications and materials for the program. The Leadership Specialist will be in the Department of Human and Community Development and LCED. Leadership program efforts should evolve from issues that emerge from all program areas. Thus, county/unit offices, educators and state specialists from throughout the state and in all subject areas are logical candidates to be involved in implementing the external strategy. County/unit offices and the CED team should continue to support and partner with existing leadership programs and leadership academies. The Leadership Development Network will examine these programs and create mechanisms to share and replicate existing community leadership programs and academies. CED and LCED should model community leadership development. LCED staff and the CED team will establish higher levels of competency for their professional ability, and will develop a plan to achieve these levels that will be supported by professional development opportunities and the experiential leadership program. All staff should share responsibility for increasing leadership at the local, regional, and state level. The proposed Leadership Development Network will strive to develop key statewide programming partnerships. Evaluating the External Strategy The Leadership Specialist will have responsibility for evaluating the external strategy. 9 Appendix A – 1995 Leadership Needs Assessment Survey Late in 1995 a survey was sent to every CES unit office to determine the availability of leadership and community development programs in their communities. We hoped to discover what locally sponsored leadership training programs were available, who sponsored them, funding sources for providing the programs, who wrote or prepared them, beginning dates and duration, and characteristics of the intended audience. Forty-eight percent of the respondents indicated they were currently involved in more than one leadership development program in their unit, while 51.6% reported that no leadership development programs were offered in their communities, either by Extension or other organizations. While the number of respondents may limit the survey findings, the findings do highlight a lack of statewide programmatic response to community leadership development issues. The success of existing programs also highlights the need for a collaborative approach to programming in this arena. CES Response to Program Requests Perhaps the most rewarding detail to emerge from the survey was the scope of coverage provided at the time by CES training, a factor that was probed in the first survey question. That question is repeated below, with the number of affirmations and the percentages they represent. A total of 31 units responded to this question. “Has CES responded to program requests in your unit that related to the following topics during the past year?” Topic Local issues identification Community growth Managing conflict Working w. committees, boards Building community networks How local government works Problem solving Group decision making Role of media in the community “Other” Units indicating “yes” 18 17 17 15 15 13 12 12 5 3 Percentage of respondents 58% 54% 54% 48% 48% 41% 38% 38% 16% 10% Current Level of Leadership Programming Approximately fifty percent of the units responding (16 units) indicated that to their knowledge, there were no ongoing leadership programs in their communities. Five units (16%) reported having one program in progress, six units (19%) reported two programs, and four units (nearly 13%) reported three or more programs underway. The following summaries describe these programs further in terms of partnerships and program goals. 10 Types of Current Programs, “Youth” or “Community” Roughly one-third of the leadership programming reported by units were targeted toward a youth audience and two-thirds of the program efforts sited were targeted toward community leaders or adult audiences. (This determination was made based on program titles provided in the survey responses.) Targeted Audience The analyzed responses regarding targeted audience are summarized below. Audience Emerging leaders Existing leaders Business community Other Service clubs Percentage 26.1% 26.1% 23.9% 15.2% 8.7% Program Goals The analyzed responses regarding program goals are summarized below. Goal Community development Personal leadership Other Percentage 43.8% 43.8% 12.5% Provider of Educational Component The analyzed responses regarding the provider of the educational component of the programs are summarized below. This information represents a compilation for all programs provided. If the program categories are examined singly, slightly different results emerge. For example, communities reporting just one program reported support by local leaders at 20%, rather than the 15% cumulative shown in the table below. Provider CES Local leaders College Sponsoring service organization Other Percentage 52.5% 15.0% 12.5% 7.5% 12.5% Program Sponsors The table below summarizes the information from the analyst’s report regarding program sponsorship. The columns for “Program 1, ” etc. represent the programs each unit reported having. Examples of program sponsors in the Other categories included Competitive Communities Initiative, CIES Local Government Programs, Illinois Agriculture Leadership Program, MAIN STREET, and numerous CES program such as Community Swap, Family Community Leadership, and Tomorrow’s Leaders Today. 11 Sponsors Program 1 Chamber of Commerce Jaycees Rotary Church Other Program 2 5 1 1 1 9 1 1 1 1 9 Program 3 1 1 Program Funding Funding sources for the programs are summarized below. This was a write-in category on the survey, so there is some natural variability in the funding sources reported. Funder Program 1 Agribusiness participation CES/GEDC CES and school Chamber funds, tuition C of C fee Farm Bureau Fees and charges Grant Local donor or trustee Still looking Program 2 1 1 1 1 1 2 1 1 1 1 1 4 1 1 12 Program 3 1 Appendix B – 1998 Focus Groups: U of I Extension Leadership Programming Report to the Task Force on Community Leadership Development University of Illinois Extension Focus Groups: University of Illinois Extension Leadership Programming Conducted in October, November and December, 1998 Report prepared by Anne Heinze Silvis Objectives The objectives of the focus group research were to supplement information provided by a 1995 survey of Extension staff providing leadership education through formal programs. The focus group research was designed to gather “why” and “how” information from Extension staff using formal and informal leadership development strategies. Another objective was to provide a forum through which educators and unit leaders could discuss leadership development programming, and for the community leadership task force to establish a discussion around providing opportunities to teach leadership in the organization, both for the public and for staff professional development. Participants Focus group discussions were organized with unit leaders from the southern, east central, northwest and west central regions and with educators from the youth development team and the farm business management and marketing team. To match position purposes within the organization, unit leaders were grouped with unit leaders and educators were grouped with educators from the same development team. Invitation Task force members extended personal invitations to unit leader groups. Initial requests were followed with specific proposals to conduct focus group discussions at meetings, which were already on the schedule. Several focus group discussions were conducted with unit leaders. To set up focus group discussions with educators, an email message was sent to all team chairs and co-chairs, inviting participation. The invitation to educator development teams was followed up by personal emails, telephone calls and in-person discussions. This resulted in focus groups scheduled with three teams: youth development, farm business management and marketing, and crop systems. The crop systems focus group was cancelled when the team cancelled its scheduled meeting. The CL&V development team did not participate in a focus group discussion since it has responsibility for leadership programming. Several individual team members provided answers to the focus group questions, and their comments are included in this report. 13 Themes of the focus group discussions. Unit leaders and Educators used various definitions of “leadership.” During the first focus group with unit leaders, it became clear that a discussion to help define “leadership” would be helpful in addressing subsequent questions. The first group did discuss their definitions of leadership. After the first focus group discussion, the questions were modified to include a formal discussion of the definition of leadership. Unit leaders were able to describe ongoing activities such as council training and 4-H officer training as leadership training, but did not list community activities or other programs as “leadership development.” Educators fell into two groups regarding the definition of leadership: those who felt that leadership could be modeled and experienced through any educational experience, and those who felt that leadership was a separate and distinct topic/content area. Quotes and Comments: Leadership is decision-making, collaboration, and motivation. Human and humane. A leader knows how to be a follower, but can stand up and take responsibility even when things go bad. Someone with a vision or goal, who is taking other people along, is a leader. I’m training others to take my (leadership) place. Leadership is about ideas – I may have a great idea, but it’s nothing if I can’t bring others along to see it and use it. Helping others and myself achieve goals – often from the back of the room instead of the front of the room. Leadership is using communication skills, teamwork, responsibility, and looking at two sides of an issue. Leadership is helping each person contribute – servant leadership. I call it facilitating rather than leadership training. You facilitate the situation to make that person more effective. I don’t look at it as leadership training. Some people are leaders and some are do-ers. Are you helping them to be a leader or are you dumping responsibility? There is no time to provide leadership development, even though it is important. Many educators and unit leaders report that they are unable to work additional topic areas into their already busy schedules and they do not expect to provide leadership development opportunities or leadership training in addition to topics already on the agenda. Even while some educators and unit leaders believe that the best use of their time is to “lead” rather than “do,” they find it difficult to allow enough time for leadership to develop, and are sometimes frustrated with processes which focus on narrow definitions of success. Educators report that programs to develop leadership or interpersonal skills require many hours of working together and observation, with results that are not immediately evident or easy to describe. Some youth educators feel that their programs in leadership development are the best in the organization, but don’t have time or resources to share these programs with others who might adapt them for adult audiences. Others feel that they model good leadership practice, and foster the most growth in leadership indirectly. One program development chair responded to the email invitation to participate in focus groups by saying, “As I am sure you recognize, our Educators deal with technical subject matter, not leadership concepts when they are teaching.” Another team chair said, “That sounds interesting, but we are already busy and we don’t do leadership.” 14 Quotes and Comments: We are our own worst enemy. We do the things that our clients could because we can get it done faster and better. When we reorganized, educators and unit leaders stopped doing leadership development because CL&V is supposed to take care of it. What jobs will we stop doing if we start teaching leadership, or creating programs in leadership? We don’t have enough time to take on anything more. Leadership is not a part of our current job description. If we add, is there something we can delete? We can’t just add and add and add. We need to have the opportunity to fail. Some groups can’t fail, but others can fail and it’s a learning process. For people to learn, they have to make their own mistakes. We should provide a “comfort zone” for failure. Success should not be solely tied to numbers. Look at the big picture. We should not step in and take over. Leadership development occurs informally. Unit leaders in particular see leadership among community members as an evolving set of skills, to be developed among every person who participates in Extension programs. They see themselves as teaching leadership informally, sometimes by helping one person build confidence and take on increasing responsibility for decisions and action. Quotes and Comments: Part of our objective is to develop relationships, which are deep enough that we as Unit Leaders understand what is going on and what would be useful as a next learning step. People evolve into greater levels of leadership and responsibility. We move them through a series of opportunities that enables them to learn and grow. If we are going to reach people across cultures and break down the barriers which prevent people who are “different” from becoming leaders, we need more staff and staff who can work broadly across these types of communities. People need empathy. (The only way) may be to model (empathy), not teach it. Leadership development is often a by-product. It happens by accident. You have to sneak up on them to provide leadership training. A leader should develop leaders. Leadership learning occurs in context. All focus groups understood and articulated a central value of leadership training — the application of leadership skills while interacting with the client group. Educators offer very structured experiences through which youth and adults can learn and practice leadership skills. These programs provide a real context within which the leadership applications are made meaningful. Educators showed the most enthusiasm for these types of programs, which enabled learners to focus on content, but take another step to learn leadership skills at the same time. Unit leaders and educators also allow for increasing sophistication of leadership awareness and skill application, and tailor programming to allow for these different needs in development. 15 Quotes and Comments: Key leaders were brought together to develop their skills – give them the tools. Anyone – not necessarily key leaders – has opportunity at some level. A very shy person five years ago is now teaching the local leader group. We have some diamonds in the rough. Some were rough all the way around. Now they are mentors. Eventually, we share leadership of programs. Part of it is programming leadership but part of it is just getting together and learning through involvement. True leadership is the most fun and enjoyable part of the job. Anything where a group needs to accomplish something together, leadership develops. People rally to do things. People are interested in a variety of topics for professional development. Despite the reluctance of staff to embrace leadership development programming, many topics were suggested for professional development. Topics include how to run a meeting, group facilitation, how to work with councils, providing mentors, dealing with diversity (beyond race), working with different ages, evaluating teaching skills and learning styles, conflict resolution, servant leadership, personal goal setting, and setting priorities. An important byproduct of learning more and increased involvement are the extensive networks within and outside of the organization that serve both as models for effective behaviors and as a support system for job changes. Quotes and Comments: I want a roto-router to clear out my old ideas about what cannot be done. Our best successes have occurred when we went ahead with stupid ideas – not knowing that they would “probably” fail. The stumbling block is that we are required to maintain programs year after year, even after interest wanes. We need to learn and know when to do things differently. We need to learn how to delegate. When to let them fail and when to step in. We need to know how to motivate others. How to get them to buy in and think creatively and make decisions. There is no consensus regarding format. Program materials and professional development should be available in convenient formats. Some participants suggested tapes to listen to while driving; some suggested workshops that force the learner to concentrate, uninterrupted, on the topic; some suggested online resources; some said to stay away from email. Clearly, there is reason to learn more about which formats work well. Quotes and Comments: No more binders! Web-based is better. Audiotapes are no good in new cars, which have CD players only. Give us audiotapes. The one thing that comes to my mind is managing my time most efficiently, and when I think of it in those terms, I lean toward the audiotape. However, the drawback to the audiotape is that I usually listen in the car, which means I have no way to take notes of ideas I want to keep and sometimes my mind tends to wander off to other thoughts when I am listening to a tape. Self-modules that you can do on your own time. 16 I am sick of binders. With all of the different mediums for storing files on computer now, we should make use of the existing technology instead of killing trees and creating binders that are dated in less than two year’s time. Then instead of losing sight of things that have worked, they could be updated more easily and consistently. The advantage of a meeting is that we are forced to set aside time to learn. We need interaction with people. Don’t lose the high touch. Where offices have minimal staff, there is not enough time to use the web. Once we learn how to use the web, it will be a good resource. We want one-day training on topics that are commonly requested. Most leadership programs have been devoid of hands-on use of the skills and ideas being taught. Collecting a nice binder of information is not good enough. People need to come away with experiences to build their confidence and experience/knowledge base. We need hands-on experience to learn more. There is no use in providing textbook answers. Conclusions The focus group discussions did not provide easy answers to our persistent questions. In fact, it is evident that there are polar positions on many of the important issues which the task force is grappling with, and this range of sometimes conflicting tactics would suggest that a “one size fits all” approach would miss the mark for many of our colleagues. In the case of format as many educators and unit leaders wanted electronic or web-based materials as those who said it must be in paper copy or presented via low-tech means. In summary, there is cautious interest in new technology, as long as there is appropriate and meaningful interaction for learning. The use of technology to address complex topics in depth is preferable to simple awareness building using less sophisticated communication tools. Some groups showed a highly developed sense of leadership programming and new concepts in leadership development, while others were using outdated concepts. Some groups want to use leadership development tactics in all their programming, while others see leadership as a separate and distinct program area. Some educators and unit leaders are eager to learn new skills and practice good leadership, while others are busy or even overwhelmed with their current programming and not ready to take on new topics. The dilemma was also expressed in the comments of focus group participants regarding the importance of leadership programming and the usefulness of professional development. While many educators and unit leaders did not want to add leadership to their programs, most wanted professional development in leadership topics such as facilitation, conflict management, group process and meeting management. The range of topics suggested as leadership programming give a clue as to the broad range of definitions of “leadership’ used in the organization. 17 The email invitation which was sent to all development team chairs and cochairs: Hi ___________________: The leadership development task force is working to learn if and how educators teach leadership concepts in their programming, or structure activities to allow learners to practice leadership skills. Our purpose is to take an inventory of current Extension practice, and to explore with educators various formats for leadership development that might be integrated into the content area taught by Educators on your team. The Commission's report describes leadership as "cross-cutting" in our programming, so it is important that we begin to create tools and teaching aids that are useful to Educators in a variety of subject matter areas. To find out how Educators and Specialists on your team are teaching or allowing practice on leadership topics, our task force would like to organize a focus group discussion at one of your development team meetings. The discussion would require about one and one-half hours on your agenda. We'd like to conduct the focus group interviews before the first of the year. Would it be possible to get on your agenda sometime soon? If so, let me know and we'll work out a schedule. Call me or send me a reply if you would like more information. Other members of this committee of the task force are Al Zwilling, Dale Montanelli, and Kay Mayberry. Anne 18 The Questions: The questions were modified for each group to reflect the job titles of participants and to clear up any confusion we discovered as we asked the questions. Leadership Programming: An Internal Audit of Formal and Informal Extension Programs 1. As an Extension Educator, you work with many groups, in many different situations. Some are formal Extension programs, and some are committee meetings, community meetings, project groups, and other groups which are less formal, where the group is smaller, perhaps, or organized around a task rather than an educational program. In any of these settings, many Extension professionals are using techniques to help the group work together better, or get organized, or make decisions. Those techniques are all part of leadership development, whether we apply that label or not. Let’s discuss examples of what you consider to be “leadership development.” NOTE: Focus on skill development, not characteristics of leaders. 2. Our purpose in this discussion is to identify some of the opportunities you use to teach or demonstrate leadership, and discover where you find these opportunities and how you use them. First, let’s talk about any formal leadership training that you might offer, such as how to run a meeting, conflict management, or other topics. Do you offer any formal programs? If so, can you discuss the description or details of the objectives and components of the program? 3. Now, let’s talk about informal leadership training or demonstration that you provide. 4. How do you work leadership skills into other types of programming? Prompt: An example would be information on how to run a meeting. 5. What are the most important components of leadership that you would like to be able to teach or work into existing programming? This would include programming in any content area such as youth programs, nutrition, agricultural production, or whatever. Components of leadership development might be information on how to manage conflict, or how to facilitate group discussions. Prompt: You talked about opportunities for leadership via programs and projects. What happens during those events that enables people to learn new leadership skills or practice existing skills? 6. In your own professional development, what skills or techniques or content areas would you like to study or practice? In other words, where are the gaps in your own skills, or the areas that you want to explore? 7. There are many options to consider in the format of educational programs. For example, we’ve used workbooks and handouts very successfully, and now we also use video, audiotape, and web-based materials. What format would work best for you? 8. Are there any other related topics that you would like to discuss before we finish? 19 Appendix C – Review of Literature Forms of Literature Literature on leadership development occurs in four forms: 1. Traditional quantitative research with matched control, or at least comparison groups; groups are treated differently and the differences are measured. There is not much of this research in the area of leadership. 2. Pre- and posttest designs, where the same evaluative measure is given at the beginning and the end of the experience and change is measured from before the experience to after it. The leadership literature has some of this, but not a lot. 3. Qualitative measurement, which consists mainly of interviews, observations, and focus groups. This is the most common form for research in the area of leadership. There is now enough qualitative research that one can begin to draw some conclusions across studies, not relying solely on the results of one study. 4. Philosophy, opinion, and theory based largely on personal experience. These perspectives are valuable if they can be used to tie together sets of research findings, or as guides in creating researchable questions. Leadership literature falls into two categories, depending on its focus: person-centered, or group/context-centered. Person-centered leadership literature focuses on the characteristics of the leader. This is the traditional military model of leadership education, which places the leader in opposition to the followers for the purpose of accomplishing leader-defined goals. Group/context-centered leadership literature focuses on serving the needs of the group and creating empowering environments. It is often called “transformational leadership,” but may be called situational leadership, servant leadership, shared leadership, or stewardship. Communities and organizations practicing this kind of leadership are called “leaderful.” The basic concept is one of distributed leadership, with many individuals assuming roles of leadership for specific aspects of a group’s mission. Key readings in the area of context-centered leadership include: Peter Block (1993) Stewardship. San Francisco: Berrett-Koehler. James M. Burns (1987) Leadership. New York: Harper & Row. J.W. Fanning (1986) The Pillars of Leadership. Athens, GA: The University of Georgia. J.W. Gardner (1990) On Leadership. New York: Free Press. R.K. Greenleaf (1997) Servant Leadership: A Journey into the Nature of Legitimate Power and Greatness. New York: Paulist Press. Re-Focusing on the Characteristics of Leaders Leadership literature has returned to a discussion of the characteristics of leaders, but from the perspective of what is needed to lead in the types of environments created by transformational leadership. 20 Three authors who have described the characteristics of the new leaders are: Stephen Covey (1989) Principle Centered Leadership. New York: Simon & Schuster. David Noer (1996) Breaking Free: A Prescription for Personal and Organizational Change. San Francisco: Jossey-Bass. Peter Vaill (1996) Learning as a Way of Being: Strategies for Survival in a World of Permanent White Water. San Francisco: Jossey-Bass. Frank Fear (1997) summarizes the concept of the “centered leader,” who: stands for important things, has a strong and abiding set of core values, is self-confident, creates an empowering environment in which others make important contributions, and knows what he or she hopes to achieve through leadership. Most of these authors developed their leadership analyses based largely on their own experience and observations. However, James M. Kouzes and Barry Z. Posner (1987) studied corporate leaders at times when the leaders believed they performed at their personal best. Kouzes and Posner identify five practices common to most extraordinary leadership achievements. When leaders are doing their best, they: challenge the process: take risks, innovate and experiment, learn; inspire a shared vision: enable the group to see the possibilities; enable others to act: encourage collaboration, team building; model the way: lead by example; and encourage the heart: engage the emotional and spiritual needs of people. As a result of their original research, Posner and Kouzes developed an assessment tool, the “Leadership Practices Inventory” (1993), which is beginning to be used in research on leadership. Tom Peters and Robert Waterman also examined the leaders of highly successful corporations (1982). In their best-selling book, In Search of Excellence, Peters and Waterman reported that leaders: serve as models of integrity and behavior, are inspired dramatists, instill trust by avoiding top-down decision making, by simplifying organizational procedures, and by showing respect for others, manage by wandering around — they “go where the action is,” show enthusiasm, and show pride: “If you show pride in your organization, you can get people to do anything” (Joe Paterno). 21 Studies of Successful Community Leadership Programs The CLD Task Force also examined leadership roles in non-corporate settings, through the following sources: Final Report of the Rural America Cluster Evaluation. (1994) Michigan State University. Susan Taylor (1996) Selected Georgia Community Leadership Programs and their Effect on Selected Leadership Practices of Program Alumni. Leadership in a Changing World: Proceedings of the ALE Annual Conference. The task force found the following characteristics of successful CLD programs: Leadership is learned in the pursuit of a goal, not as an end in itself. Leadership skill development is a vehicle, not a destination. Successful programs tend to focus on leadership in the context of working on a real challenge in the community. The best programs provide experiential learning opportunities. Skills may be lost or not used without an ongoing support structure. Programs must take a long-term view, and provide sustained support. 22 Appendix D – Exploration of Community Leadership Programming May 11, 1998 Telnet Discussion with Mary Jo Clark & Pat Heiny First as community leadership program directors and now as program consultants, Pat & Mary Jo have had a major influence on the direction of community leadership programs in Indiana and around the country. In a research effort, funded by the Lilly Foundation, they completed an extensive review of current literature and discussion on community leadership programs in Indiana and elsewhere. Their findings highlight how community leadership programs have changed over time. They have evolved, or gone through “waves.” Community leadership programs started as community orientation and networking. The next wave added basic board membership skills. The third wave added community trusteeship as an answer to an often-asked question: Why should I get involved in the community? Based on the findings of their research, they believe that we all must view community leadership development in a new way, we do not believe this is just another wave — it is a fundamental change in what we believe and what we must do and how we must do it. Focusing on the outcomes, most community leadership programs hope to: STRENGTHEN & TRANSFORM COMMUNITIES. Community leadership programs need to move away from providing community information and focus more on building Community Leadership Capacities. providing those skills that will enable participants to do things in their community. Their work identifies the following as a description of the product you want – the leader you need to develop. Servant Leaders— Serve out of Personal Mission, Are Trustees, Are Inclusive, Are Process Facilitators, Empower Others, Understand the Power of Vision, and Are Change Agents. May 15, 1998 Telnet with Milan Wall & Norma Reed Milan Wall, Co-Director Heartland Center for Leadership Development How leadership is defined--The definition of leadership has changed dramatically in the last quarter century. Before, leadership meant knowing all the right answers. Today, it means asking the right questions. Once, leaders were people who announced decisions they had already made. Now leaders are expected to involve many others in the process of making decisions. In the past, leaders were pictured as older, as white, as male. Today leaders increasingly are young as well old, people of color was well as Caucasians, women as well as men. In the community setting, these changes are no less important than they are in the world of business, or government, or education. 23 It’s common to hear leaders described as people of vision. But today, what we mean is that leaders will help a community of people create a collective vision for the kind of community they all want in the future. It’s common to hear leaders described as people of wisdom. But today, what we mean is that leaders will help a community understand the implications of the increasing rapidity of change in the world that surrounds them, and then guide the community through a process of making wise choices that reflect community values and exploit local strengths. It’s common to hear leaders described as people of action. But today, what we mean is that leaders will help others feel comfortable in assuming responsibilities for getting things done, in concert with a deliberate plan for action that specifies goals, establishes schedules, and evaluates progress. The Heartland Center’s work brings the richness of community success stories as a tool for examining leadership at work. Programs are designed to meet the needs of groups, and often include looking at personal leadership skills, dealing with change, and facilitation skills. The University of Georgia Fanning Leadership Center described by Norma Reed The Center’s mission is to develop the full potential of people as effective leaders for the betterment of Georgia Communities. In fulfilling its mission, the Center serves as a central university-based source of knowledge and information about leadership, concentrating on 1) program development; 2) instructional delivery in support of local programs; 3) development and dissemination of individualized leadership curricula and publications; 4) identification of leadership needs and trends; and 5) data collection, program evaluation, and applied research on leadership. A skills-based, action-oriented training program, the Fanning Community Leadership Program curriculum typically spans an eight-to twelve-week period encompassing some 25 hours of instruction offered to participants at nominal fees. Depending on community preference, programs may be co-sponsored through local Chambers of Commerce; neighborhood planning groups; nonprofit community, civic or professional organizations; or local Cooperative Extension Service staff. Because of its flexible, modular design, the Fanning curriculum can be adapted and customized for your locale. A comprehensive CLP Planning Guide provides detailed suggestions on time-lines, committees, and resource materials to assist in implementing a program in your community. The following modules are designed to be taught in two-hour segments in the sequence suggested below. Training materials are packaged as a participant notebook, available to participants at a nominal fee. To assure continuity among classes, the instructor notebook contains teaching materials for all modules. Understanding Leadership, Community Socio-Demographic Profile, Effective Communication, Understanding Values, Valuing Community Diversity, Group Dynamics, Conducting Successful Meetings, Conducting Successful Meetings, Group Problem Solving and Decision Making, Managing Conflict, Local Government, Community Leader’s Role in 24 Local Economic Development, Building Communities Through Partnerships and Collaboration. In addition to this adult leadership curriculum, the Fanning Leadership Institute has a number of other leadership programming models for youth and adult audiences. They also publish a newsletter three times a year designed to focus on state leadership efforts. Market Street Services, INC Otis White While we were searching for workshop trainers, several respondents recommended Otis White. Recognized by past National Community Leadership Association Annual Meeting attendees as a dynamic speaker who relates well to community and economic development interests, he offers training all around the nation, often to Chambers of Commerce. Topics of a leadership nature that often appear in his training programs include Leadership/Team Building, Facts Forcing Regionalism, Defining the Region, Reasons to Work as a Region, Best Practices – What Works and Where to Begin. In addition, his group publishes the Community Leadership Quarterly, a newsletter with practical How-To information for community leaders. (i.e., How To Deal Effectively with the Media). June 3, 1998 Community Leadership Task Force Meeting on Campus We invited community leadership academy programs from McLean County, Decatur, and Galesburg. While McLean County was unable to attend, they represent a model similar to that presented by the Decatur Leadership Institute. Decatur’s program is sponsored by the Chamber of Commerce and represents one of the longest running leadership programs in the state. Designed to build knowledge of the community, the leadership program is a series of 13 meetings held primarily in the early morning hours at various locations around the community. Topics include: Orientation: day-long retreat (Saturday), Team Building (outdoor challenge course), Community Insights, Agri-Business/International Business, Media, State Legislature, Recreation/Arts, Healthcare, Cultural Diversity, Criminal/Justice System, Education, Labor Relations, and Class Projects. Presenters are community leaders in each of these areas. Participants are recruited primarily from the business community, and selected based on an application review process. Largely, employers pay fees of $500. Early morning sessions allow participants to miss only a small portion of their workday. The program begins in early September and concludes in November. The program continues to meet a need in their community to provide background and orientation to the community and its issues. This model is believed to help cultivate a learning culture among community leaders. Graduates of these programs serve in key leadership roles throughout the community. Some were in those roles before they participated — others afterward. Most importantly, taking the time to participate in leadership training has given them a broader network of individuals to tap for assistance and advice, as well as provided them with information that will make their decision making more informed. 25 Many of these programs are looking to expand their focus to be countywide. They have begun to focus on the more effective recruitment of what might be described as “chamber minorities.” It is quite easy for us to attract Caucasian, degreed, middle managers to Chamber of Commerce-sponsored programs. We are now developing relationships that will assist us in more effectively attracting individuals representing homemakers, our minority communities, production farmers, teachers, and others. We hope to do this through the growing network of alumni, as well as through personal meetings and presentations to groups outside of our normal spheres of influence. LEADERSHIP GREATER GALESBURG Sandra Fisk and Diane Eager, modeled the way of the 21st Century Leadership Capacities. Their enthusiasm for this approach and the proven project results from the LEADERSHIP GREATER GALESBURG program, clearly articulated the principles highlighted by Pat and Mary Jo. By focusing on leadership capacities, the Galesburg program is building a strong leadership base and transforming their community. This program begins in September and meets on a monthly basis, through April. The classes typically consist of 25 to 30 members from many sectors of the community. The advisory board and executive director actively recruit members and provide scholarships to ensure a cross section of the community/county is represented. Sandra presented many examples of their success: an alumni directory highlighting skills and interests of class members, updated OEDP, Children’s Museum are just a few of the projects undertaken by past leadership classes. Agenda topics illustrated ways to incorporate leadership capacities into a leadership academy program: learning styles, visioning, cycle to change, group stages (steps to a learning community), consensus, collaboration, and facilitation skills. Leadership capacities are built through creating awareness, modeling, reflection, and practice. Sandra presented a practical guide to leadership, a reflection of last year’s program prepared by participants. July 7, 1998 Telnet Discussion with LEADNET of Michigan State University Organized around areas of expertise, Michigan has formed a task force of staff working with the leadership specialist. A great deal of time was spent on developing a concept paper initially. Task force members received a copy of this during the June face to face meeting. Lela Vandenburg was hired as a result of this initial effort as a state leadership specialist. Today LEADNET has an annual work plan that largely focuses on addressing staff development needs in the area of leadership development. To date they have provided seed money to staff for purchase of resource materials and leadership programming initiatives. As staff development goals have been received, LEADNET has designed programming responses to be offered on the statewide and regional basis. So far, the key area of training has been in facilitation and use of open space technology. 26 September 17 & 18 Community Leadership Development Inservice In addition to the concepts presented above from the Heartland Leadership Center, we also heard from the Illinois Farm Bureau. Steve Gannaway highlighted a number of leadership development approaches that are currently used by Illinois Farm Bureau. Agriculture Leaders of Tomorrow is a statewide leadership development program offering 80 hours of classroom instruction on four major areas: Communication and Organizational Development, Political Processes, Economics and Finance, and Social and Community Problems. Cost to participants is $550 per person, which largely covers expenses of materials, overnight accommodations, and meals. In addition, Steve discussed the board member training programs, which they have just rolled out to help managers and boards understand their roles and responsibilities. Boone County Leadership Academy offered staff an example of county leadership programming. This approach resembles Chamber of Commerce-sponsored leadership academies, for smaller rural communities. A countywide focus provides a great forum for collective problem solving, networking, and skill development. Jan Christopherson shared a number of successes from this group, which is becoming fairly self-sufficient in running their own leadership program for emerging and existing community leaders in Boone County. The program faculty includes a blend of University of Illinois Extension staff, along with community leaders to cover the topics which follow: The Importance of Quality Leadership, Understanding Self, Your Personal Leadership Style, Enhancing Your Personal Skills (Decision Making, Communication, Getting Along With Others, Team Building. Ethical Leadership, Understanding the Community, Looking at Our Past, Present, and Future; Understanding the Community, Looking to the Future; Understanding Local Government; Learning about Community Resources; More About Services; The Components of a Thriving Community; Modeling . . . Looking at How Other Communities Have Addressed Issues; Building Winning Partnerships, Planning for a Boone County Town Meeting. December 15,1998 Task Force Meeting Family Community Leadership (FCL) The Illinois Family Community leadership program trained teams to meet the growing need for leadership in family public decision-making. The program targeted audiences who are traditionally not represented in the public decision-making process. Successful Train the Trainer programs were held in Effingham, Peoria, Chicago, and East St. Louis during the mid 1980s. Team members received training in leadership skills, communications, group process, issue analysis and resolution, public policy, volunteer management, and teaching techniques. Trainers benefited personally from the training and, in turn, taught these skills to others in their communities. 165 women and men were trained using this curriculum developed and funded through W.K. Kellogg Foundation, University of Illinois Extension, Illinois Homemakers Extension Federation, and County Homemakers Extension Association. Teams from the following counties had participated in training: Adams, Bureau, Carroll-JoDaviess, Champaign, Christian, Cook, Crawford-Cumberland27 Jasper, DeKalb, DeWitt, Hancock, Henry, Gallatin/White-Jefferson-Marion-Washington, Kane, Kankakee, Kendall, Lake, LaSalle, Logan, Macon, Macoupin, Marshall-Putnam-Stark, McLean, Mercer, Monroe, Peoria-Woodford, Pike, Rock Island, Sangamon, Whiteside, Winnebago. According to a report issued in June of 1992, the Illinois FCL Team have trained more than 14,000 people since 1988. This program is no longer functioning in Illinois, because Illinois Homemakers no longer belong to NAFCE. Many other states have created new materials for developing leadership at the neighborhood level using a similar format and approach. Community Natural Leaders Program The purpose of the Community Natural Leaders Program is to identify people in a given neighborhood to whom their peers turn for guidance and help, i.e., to identify people who are “natural leaders,” and to build on the leadership skills they already have. In the end, they take on some kind of community project to practice the skills they have learned or improved. Extension plays a training role and facilitates greater involvement in the community where appropriate. Even if they only become better leaders in their families or housing complex, it’s a great benefit to them. A number of Illinois staff have participated in training using this curriculum. However, the process is quite time-intensive. Some observers question University of Illinois staff’s ability to sustain a programming approach of this type, given the great number of program responsibilities and the wide geographic areas served by educators. An alternative approach needs to be pursued that might substitute trained volunteers for staff time. 28 Appendix E – Community Leadership Development Core Staff Competencies Leadership Development Area of Expertise – A Curricular Guide Leadership and leadership development are central to what Extension staff do, no matter what their program area. All Extension staff are leaders in that their aim is to help, or lead, people to develop and apply knowledge to improve the quality of their lives. In this process, all Extension staff develop leadership capacities among their clientele, informally or formally. These include the capacities to envision positive change, make wise decision, work effectively in a group, collaborate with other groups, and resolve conflicts, to name just a few. The following competencies are suggested to be added to the Individual Competency SelfAssessment Tool for University of Illinois Extension staff. Michigan first adopted the following guide for use by staff who designated leadership development as their area of expertise (AoE). Initially, the outline was intended to prepare leadership development experts to work with citizen groups in the area of leadership development broadly conceived. Then, given the centrality of leadership to the work of all Extension staff, the tool is being adapted for use with all staff, as well as for groups or organizations wanting to improve their capacities to share leadership and work together. Definitions The term “community” is used broadly and does not limit it to the geographic sense. Community is a group or organization committed to the well being of its members, united by common goals or interests and a spirit of identity and loyalty. This definition does not preclude the geographic meaning of community. Community leadership development is defined as the development of energized communities of co-leaders and a collective vision of co-leaders and co-learners committed to the concerted action toward a collective vision. Values Certain values are reflected in the competency guide, values that flow from an approach to leadership. In this view, the aim is to develop: Leadership that is: dynamic, fluid, creative, group-centered, empowering. Leadership that builds: a sense of community, a learning community, collaborations and partnerships, and group and individual capacity to work together. Leadership that values: learning, communication, collective visioning, planning, and action, action linked to knowledge and research, the integration of diverse people, resources, strategies, and action, the worth of each individual, idea, and viewpoint. 29 The Process of Leadership Development The main role of staff in leadership development is facilitative, a role that models the approach to leadership presented here. The staff member facilitates the development of a group’s capacities to vision and plan, share leadership, become a learning community, manage differing viewpoints, communicate effectively, and engage in effective action. As a group coalesces around an issue, the leadership development facilitator helps them define what sorts of learning they need and helps create the necessary learning experiences. Leadership development is therefore, learner-focused, issue-centered, and non-prescriptive. Change This work reflects our particular approach to leadership and leadership development at this point in time. It is an approach that is dynamic and fluid, founded on the principle that change is a natural state, both necessary and desirable for growth. Recognizing this, it is important to note that our approach too, may change. We plan to learn from our continuing experience in this field of community leadership development. 30 Understand, know about Apply, facilitate, model, teach Teach how, train trainers B B B B B --B -B ------ UNIVERSITY OF ILLINOIS EXTENSION Individual Leadership Development Competency Self Assessment Tool Key: B=basic, I=intermediate, A=advanced, -- = does not apply Understanding Oneself as a facilitator of Leadership Development One’s personal values and biases, as distinguished from group values and biases Ethical challenges and perspectives in community leadership development Development and practice of personal philosophy of leadership One’s own personality and leadership orientations and impact on others Qualities and roles of self as a facilitator of leadership development (e.g., empathy, risk taking, flexibility, persistence) Leadership Knowledge Base B I A I A -- B B I B A I Major leadership theories, approaches, and philosophies, and the different functions of leadership and management Academic and popular leadership development literature, and relevant professional journals, authors, and trends (stay current with) Current organizational development literature and information sources Cultural/gender/racial/economic variations in leadership beliefs and practices Visioning and Planning B B B I I A B I A B I A Collective vision development Dynamic futuring processes (e.g., strategic planning, values clarification, creative thinking) Analysis of relevant external factors (e.g., environmental scanning, diversity, politics, demographics, socio-economic conditions, environment, global events and issues) Linkages between external factors and group action strategies Sharing Leadership and Empowering Others B B B I B B I I I Fluid leadership role-sharing and leadership as a web of relationships The dynamics of power and empowerment within a group Group decision making strategies (e.g., consensus building) 31 Understand, know about Apply, facilitate, model, teach Teach how, train trainers B I B A I A B B B B I I UNIVERSITY OF ILLINOIS EXTENSION Individual Leadership Development Competency Self Assessment Tool Key: B=basic, I=intermediate, A=advanced, -- = does not apply Building Sense of Community Group dynamics, team building, and sense of community as a continuum Analysis and evaluation of group/organizational culture (e.g., values, expectations, purposes) Diversity (e.g., valuing and building on individual capacity) Tools to help group members assess their personalities, leadership orientations, and the implications of these for their group Developing Learning Communities B B I B A I I I A The concept of a learning community and the plan/do/reflect learning cycle Diagnosis of group learning needs and identification of learning strategies (e.g., study circles, group research, skill training) Learner-controlled evaluation methods Managing Differing Viewpoints B B B I A A B B I B B -- The sources, stages, uses, contributions of differing ideas and viewpoints Conflict management strategies (e.g., negotiation, mediation, alternative dispute resolution) Effective Communication within a Group Interpersonal communication skills (e.g., dialogue, effective listening, giving feedback, free-flowing communication, information sharing) Internal networking (e.g., e-mail, newsletters, phone trees) Effective Public Communication B B -- B I I A --- Public speaking skills and the use of presentation aids (e.g., overheads, graphic presentation software) Marketing a group’s message (e.g., using mass media and advertising techniques) Community dialogue and deliberation (e.g., panel discussions, public hearings, issue forums) 32 Understand, know about Apply, facilitate, model, teach Teach how, train trainers I B I I A A B I A B B A B I -- UNIVERSITY OF ILLINOIS EXTENSION Individual Leadership Development Competency Self Assessment Tool Key: B=basic, I=intermediate, A=advanced, -- = does not apply Organizational Management Diagnosis of organizational strengths, weaknesses, and viability The tasks, functions, and design of community organizations and their elements (e.g., running meetings, non-profit status, committees, boards, task-forces, budgeting and finance) Asset analysis and resource development (e.g., exploring funding options, writing grant proposals, securing human resources) Linkage of visions and plans to organizational operations and potential collaborations Partnerships and collaborative relationships—their identification, assessment, development, evaluation, and maintenance Government, Institutions, and Power Structures B B I B B I I I I I A A Strategies for identifying, communicating with, and working effectively with opinion leaders and decision makers Formal and informal power structures and political processes in government, organizations, and institutions Public Issues Frameworks for examining issues and policy alternatives Issue-related action strategies appropriate for the political, socio-economic, and historical setting. Action Process I I A B I -- The integration of all the competency areas so groups can move to action (e.g., issue analysis, shared leadership and decision making, strategic planning, mobilizing resources, public relations, reflecting/evaluating, etc.) The changing role of staff through building a group and helping it take ownership for action (e.g., acceptance, articulation, disengagement) Technology I I -- Hardware and software specific to the leadership development process (e.g., email, option finder, concept mapping, information data bases and other technical resources for decision making, planning, communication, management) 33 Appendix F – Leadership Development Conference – 1999 The conference objectives were to facilitate the development of a statewide community leadership network that links local, regional, and state organizations involved in leadership development. An annual leadership conference will provide opportunities for networking and learning more about leadership. Workshop sessions can also provide momentum to continue these community leadership learning opportunities throughout the year in a variety of settings with a multitude of leadership partners working together to build a collaborative approach to community leadership across the state. Partners for this year’s conference included University of Illinois Extension, the Illinois Institute for Rural Affairs, the Illinois Farm Bureau, Leadership Greater Galesburg, Rural Partners, and the W.K. Kellogg Foundation. Building a Brighter Future: Enhancing Community Leadership June 15 – 16, 1999 Holiday Inn in Urbana, Illinois A conference for community leaders, leadership educators, and others interested in fostering stronger leadership in Illinois communities. Convened by . . . University of Illinois Extension Illinois Institute for Rural Affairs W.K. Kellogg Foundation Illinois Farm Bureau Leadership Greater Galesburg Rural Partners Our Schedule. . . Tuesday, June 15, 1999 9:30 a.m. Registration and Coffee 10 a.m. Welcome, Overview and Introductory Remarks by Paul Galligos, Partnership Manager, Rural Partners 10:30 a.m. The Future of Community Leadership Presented by Otis White, President, Civic Strategies, Inc. Anne Heinze Silvis, Introduction 11:30 a.m. Laboratory for Community and Economic Development, University of Illinois Lunch and Roundtable Discussions 34 1 p.m. Concurrent Sessions (attend your color-coded session): Creating Change: The New Tools for Youth and Adult Basics of Leadership Leadership Learning: Leaders… and Change Conflict Management Partnering for a Better Presented by: Community Presented by: Laboratory for Presented by: Otis White Community and University of Illinois Economic Development Extension Youth Intro by Derek Shugart Development Staff Illinois Institute for Intro by Peggy Romba Intro by Kathie Brown Rural Affairs, WIU Illinois Farm Bureau University of Illinois Extension 2:30 p.m. 2:45 p.m. 4:30 p.m. 5:30 p.m. 6 p.m. Break Concurrent Sessions (attend your color-coded session): Creating Change: The New Tools for Youth and Adult Leaders… Basics of Leadership Leadership Learning: Partnering for a Better and Change Conflict Management Community Intro by Sandra Fisk, Leadership Greater Galesburg What works in community leadership programs today – and what doesn’t? A discussion led by Otis White. Introduction by Steve Kline, Illinois Institute for Rural Affairs, Western Illinois University Adjourn Jazz Up Your Networks: Barbeque Dinner with a little Jazz added. Wednesday, June 16, 1999 7:30 a.m. Continental Breakfast 8:30 a.m. Opening Remarks, Directions and Comments 9 a.m. Developing New Leadership Capacities: Creating Lasting Community Change The need to lead differently in a changing world. What is needed to be successful in the new millennium. Preparing leaders for effective leadership. Led by Pat Heiny and Mary Jo Clark of Contemporary Consulting Introduction by Sandra Fisk, Leadership Greater Galesburg Noon Lunch 1:15 p.m. Creating a Statewide Network Led by Pat Heiny and Mary Jo Clark of Contemporary Consulting 2:30 p.m. Wrap-Up and Next Steps 3:00 p.m. Adjourn 35 Our presenters. . . Mary Jo Clark and Pat Heiny Contemporary Consulting, Inc. P.O. Box 52 Richmond, IN 47375 Phone: 765.935.5444 Fax: 765.966.5641 Email: clarkheiny@aol.com Otis White, President Civic Strategies, Inc. 1447 Peachtree Street, NE, Suite 814 Atlanta, GA 30309 Phone: 404.873.5343 Fax: 404.873.0906 www.civic-strategies.com Email: otwhite@civic-strategies.com Planning Committee. . . Anne Heinze Silvis University of Illinois Laboratory for Community and Economic Development Phone 217.333.5126 email: a-silvis@uiuc.edu Kathie Brown University of Illinois Extension Phone 309.836.2084 email: brownk@mail.aces.uiuc.edu Sandra Fisk Leadership Greater Galesburg Phone 309.344.5323 email: fisk@mail.misslink.net Paul Galligos Rural Partners Phone 217.585.9242 email: galligos@ruralpartners.org Steve Kline Illinois Institute for Rural Affairs Western Illinois University Phone 309.298.2237 email: Steve_Kline@ccmail.wiu.edu Thelma Malone University of Illinois Extension Williamson County Phone 618.993.3304 email: malonet@mail.aces.uiuc.edu Peggy Romba Illinois Farm Bureau Phone 309.557- 2207 email: promba@ilfb.org 36