CONSIDERING LEADERSHIP IN ONTARIO SCHOOLS? A WORKSHOP SERIES FOR ASPIRING LEADERS by Anna M. Young A project submitted to the Faculty of Education in conformity with the requirements for the degree of Master of Education Faculty of Education Queen’s University Kingston, Ontario, Canada February, 2013 Copyright © Anna M. Young, 2013 CONSIDERING LEADERSHIP WORKSHOP SERIES Abstract A professional workshop series has been designed for the purpose of bringing together Ontario’s aspiring principal leaders who are considering moving into a leadership position. The workshop series accommodates working professionals who are unable to attend a full day. The workshops are designed for meeting once per week for two hours; however, a full day workshop could easily be accommodated. The four workshops provide a forum for professional dialogue and critical self-reflection. The workshop topics have been purposefully selected to provide participants with information about the Ontario Ministry of Education’s leadership initiatives. Issues one must consider before assuming a principal’s position are also presented to assist participants in making an informed decision about their leadership pathway. Participants will actively engage with the Institute for Education Leadership’s (n. d.) “Self Assessment Tool for Aspiring Leaders” document which was published for the purpose of assisting Ontario’s aspiring leaders with personalized leadership development. Future leaders will also be provided with information regarding administrative portfolio development, the Principal’s Qualification Program, and an extensive online leadership development reading list. i Copyright © Anna M. Young, 2013 CONSIDERING LEADERSHIP WORKSHOP SERIES Dedication For my family who supported me throughout this process. Randy – thank you for understanding how important education and learning are to me, and for your support and love. Emily and Jonathon – thank you for helping me to stay focused on what is most important in my life. Mom – you have always been my biggest cheerleader. Thank you for your support, and more importantly for letting me know you believe in me. Dad – my other cheerleader. You left me too soon, but I hold your words close; I can be whatever I want to be…thank you for your faith in me. I have been so blessed. iii i Copyright © Anna M. Young, 2013 CONSIDERING LEADERSHIP WORKSHOP SERIES Acknowledgements I would like to acknowledge and sincerely thank my academic advisor and project supervisor, Nancy Hutchinson. You have been an exemplary leader; coaching and encouraging me throughout my studies. Thank you for your understanding and willingness to support me. I am also grateful for your encouragement and guidance in my own leadership pursuits. iii i i Copyright © Annai M. Young, 2013 CONSIDERING LEADERSHIP WORKSHOP SERIES Table of Contents ABSTRACT.........................................................................................................................i DEDICATION.....................................................................................................................ii ACKNOWLEDGEMENTS................................................................................................iii TABLE OF CONTENTS...................................................................................................iv CHAPTER ONE: INTRODUCTION..................................................................................1 Purpose.....................................................................................................................1 Definitions................................................................................................................1 Rationale...................................................................................................................2 Overview of the Project............................................................................................3 CHAPTER TWO: LITERATURE REVIEW......................................................................6 Principal Leadership in Ontario................................................................................6 Principal’s Qualification Program............................................................................8 What Makes an Effective Leader?............................................................................9 Engaging in courageous conversations.................................................10 Promoting collaborative learning cultures............................................10 Setting goals...........................................................................................11 Using data...............................................................................................12 Aligning resources with priorities...........................................................13 Instructional Leadership.........................................................................................14 Distributed Leadership...........................................................................................16 Authentic Leadership.............................................................................................18 Considerations for Principal Leadership................................................................19 Planning for Principal Leadership.........................................................................24 Critical self-reflection.............................................................................24 Reflective writing....................................................................................26 Leadership self-assessment.....................................................................26 Portfolios.................................................................................................28 Conclusion.............................................................................................................30 CHAPTER THREE: WORKSHOP SERIES....................................................................32 Plan for Workshop One: Administrative Leadership in Education.......................34 Workshop One: Facilitator Notes...........................................................................35 Plan for Workshop Two: Principal Leadership in Ontario....................................38 Workshop Two: Facilitator Notes..........................................................................39 Plan for Workshop Three: Considerations for Principal Leadership.....................42 Workshop Three: Facilitator Notes........................................................................43 Plan for Workshop Four: Planning for Principal Leadership.................................45 Workshop Four: Facilitator Notes..........................................................................45 CHAPTER FOUR: CRITICAL SELF-REFLECTION....................................................48 Workshop Development Reflections......................................................................52 Workshop Content Reflections...............................................................................55 REFERENCES.................................................................................................................60 Appendix A: Workshop Article References.......................................................................65 Appendix B: Recommended Reading List.........................................................................67 Appendix C: Leadership in Ontario Powerpoint Presentation Slides and Notes.............68 iv i v Copyright © Anna M. Young, 2013 CONSIDERING LEADERSHIP WORKSHOP SERIES Chapter One: Introduction Purpose The purpose of this project is to develop a series of four workshops for aspiring principals in Ontario who wish to make an informed decision about pursuing further leadership preparation. The content of the workshops will focus on the Ministry of Education’s Ontario Leadership Strategy, current research in educational leadership, and critical issues facing Ontario’s principals. Aspiring leaders will also have the opportunity to develop a plan for their own leadership development through targeted goal setting while building relationships with others who share a common vision. This series of workshops will appeal to those who are in the initial stages of considering a career in educational administration but have not yet begun the Ontario College of Teachers Principal’s Qualification Program. Definitions Throughout the Ministry of Education’s Ontario Leadership Strategy, several forms of leadership are referenced in relation to the role of principal. The most prevalent reference in the Ministry of Education literature is instructional leadership, along with distributed and authentic leadership. The Ontario Leadership Strategy was introduced in fall 2008 outlining three of the province’s priorities in education which support instructional leadership: improving student achievement, closing the achievement gap, and increasing the public’s confidence in publicly funded education (Ontario Ministry of Education, 2011). Instructional leadership requires that principals be experts “in assessment, instruction, curriculum and data analysis” (Luu, 2010, p. 381). Instructional leadership is focused on teaching and learning. 1 1 Copyright © Anna 1 M. Young, 2013 1 CONSIDERING LEADERSHIP WORKSHOP SERIES Distributed leadership is a collective process encouraged within school systems. It “comprises of a network of relationships of people, structures and cultures...and is dependent on interrelationships and connections” (Hargreaves & Fink, 2003). Distributed leadership in education involves utilizing the expertise of a group of individuals rather than relying solely on the expertise of one. Knowledge is shared and initiative on the part of educators is encouraged as they work towards common goals. The role of the principal is to encourage and influence leadership practices within the school. Authentic leadership is a common reference to principal leadership in the “Ideas Into Action” bulletins published as part of the Ontario Leadership Strategy. It is defined by the ministry as a form of leadership which fosters and builds trust and credibility, which are necessary for leading improvement and building capacity (Ontario Ministry of Education, 2009, p. 1). “Open, authentic, truthful dialogue, in an atmosphere of trust and respect, is the key ingredient that makes meaningful change possible” (Ontario Ministry of Education, 2009, p. 2). For the purposes of this project the theoretical framework for instructional, distributed, and authentic leadership practices will be the focus for leadership theory and principal practices. These three are the primary leadership formats referenced in the Ontario Ministry of Education documents. Rationale Choosing to leave the role of teacher to become a school administrator requires much thought and deliberation. It is extremely important for teachers to be certain that they want to make this transition because it is not just a role they will fulfill short-term and then go back to the comfort of their classroom or former teaching role. There is much 2 2 Copyright © Anna 2 M. Young, 2013 1 CONSIDERING LEADERSHIP WORKSHOP SERIES to consider when making this decision because choosing to leave the role of teacher involves leaving behind years of accumulated seniority and an influential union. There is also a shift in focus from the classroom as the teacher’s responsibility to the whole school as the principal’s responsibility. It is not easy for new principals to go back into the classroom if they decide that the decision to become an administrator was a mistake. Aspiring principals need to be aware of the demands of the position, the Ministry’s expectations of the role, issues facing today’s principals, leadership approaches, and the need to be critically self-reflective. Those seeking an administrative role must be aware of their leadership competencies as well as the areas which need further development. Aspiring principals must be aware of the stress levels and expectations associated with the principal position in a rapidly changing environment. Further, aspiring principals also need to understand that leadership is not simply a matter of management; leaders are visionary, motivational, influential, creative, and collaborative role models who exercise instructional, distributive, and authentic leadership for students, staff, parents, and the greater community (Gulcan, 2012). Overview of the Project This project develops a series of four, two-hour workshops which are designed to take place one evening per week over the course of four weeks. This format was chosen for participant convenience. It may be easier for teachers to attend for a few hours per week than to devote a weekend or a full day of work. The four points of focus for the workshops are (a) Self as Leader, (b) Principal Leadership in Ontario (c) Considerations for Principal Leadership, and (d) Planning for Principal Leadership. There will be 3 3 Copyright © Anna 3 M. Young, 2013 1 CONSIDERING LEADERSHIP WORKSHOP SERIES opportunity for professional dialogue and networking. Critical self-reflection will be practiced throughout the workshop series. The opening chapter introduces the project and includes the purpose of developing a workshop series for aspiring principal leaders in Ontario. Within the introductory chapter, key leadership definitions are presented in addition to the rationale of the project. The opening chapter concludes with an overview of the scope and sequence of the project. Chapter two reviews relevant background literature on educational leadership. Initially it reviews the context of principal leadership in Ontario, specifically the Ontario Ministry of Education documents on the following topics: Ontario’s strategic plan for education, Ontario Leadership Strategy, Institute for Education Leadership, Ontario Leadership Framework, Core Leadership Capacities, Board Leadership Development Strategy, Principal/Vice-Principal Performance Appraisal, and Principal’s Qualification Program. The second chapter also reviews literature on instructional, distributed, and authentic leadership as they are the primary forms of leadership surrounding the Ministry of Education’s leadership development strategy. Following the leadership literature review, considerations for principal leadership are presented and discussed. The second chapter concludes with a discussion on planning for principal leadership which includes an examination of critical-self reflection, reflective writing, leadership self-assessment, and portfolio development. The third chapter presents the workshop series in detail. Each workshop is discussed and presented in table format with agendas and workshop topics listed. 4 4 Copyright © Anna 4 M. Young, 2013 1 CONSIDERING LEADERSHIP WORKSHOP SERIES Facilitator notes with workshop goals are articulated and explained for each workshop, and required materials and instructions for presenting each workshop are included. The fourth chapter is a reflection of my own leadership development and how I see myself as a leader in education. It is a personal account of the development of the workshop series as well as an overall refection of the workshop content. This chapter in the project provides an explanation of my thoughts and feelings as I have navigated through professional leadership learning experiences throughout my career. 5 5 Copyright © Anna 5 M. Young, 2013 1 CONSIDERING LEADERSHIP WORKSHOP SERIES Chapter Two: Literature Review Principal Leadership in Ontario Principals in Ontario are proactive, reflective, collaborative educational leaders. They create and sustain school and system cultures that enhance student learning and achievement including the cognitive, character, social, physical, and spiritual development of all students. Principals apply knowledge and skills with integrity, courage, wisdom, and positive attitudes. (Principal’s Qualification Program Guideline, Ontario College of Teachers, 2009, p. 1) Initially, this chapter reviews principal leadership in Ontario through an examination of Ontario Ministry of Education documents and research literature on the context of education in Ontario and the five Core Leadership Capacities. The Ontario College of Teachers’ Principal’s Qualification Program is included as well. This chapter also reviews instructional, distributed, and authentic leadership in education. Included is a discussion of the issues one must examine when considering the transition to principal leadership. This chapter concludes by discussing planning considerations for aspiring principals such as the importance of critical self-reflection, reflective writing, leadership self-assessment, and portfolio development. In 2008, the Ministry of Education began the implementation of their Reach Every Student: Energizing Ontario Education strategy to improve student achievement, close the achievement gap, and increase the public’s confidence in publicly funded education (Ontario Ministry of Education, 2010). This initiative targeted principal leadership and leadership development within Ontario schools. Principals and vice-principals play a critical role in focusing decisions and actions on improving student achievement and well-being. They set directions, build relationships, develop people and the organization, lead the instructional program, and secure accountability. Their effectiveness as leaders is critical to the success and sustainability of system-wide improvement. (Ontario Ministry of Education, 2010, p. 6) 6 6 Copyright © Anna 6 M. Young, 2013 1 CONSIDERING LEADERSHIP WORKSHOP SERIES The focus of school improvement, as measured by student achievement, is focused on the principal’s leadership abilities. Within this initiative, the Ministry of Education and leadership associations formed the Institute for Education Leadership (IEL) to assist in improving school leadership through current research, policy, and practice. The IEL developed and implemented the Ontario Leadership Strategy (OLS) for the purpose of attracting and developing school and system leaders who work collaboratively to support student achievement (Ontario Ministry of Education, 2010). “The OLS is supported by the Ontario Leadership Framework (OLF) of effective practices, including the five Core Leadership Capacities (CLCs)” (Ontario Ministry of Education, 2010, p. 6). The five CLCs necessary for effective leadership development are: (a) setting goals, (b) aligning resources with priorities, (c) promoting collaborative learning cultures, (d) using data, and (e) engaging in courageous conversations. Current research and educators across Ontario were consulted in the development of the OLF (Ontario Ministry of Education, 2010). The OLF is designed to assist, guide, and support school and system leaders in meeting the Ministry of Education’s three priorities. All school boards within Ontario are required to develop a Board Leadership Development Strategy (BLDS) as part of the Ontario Leadership Framework. The purpose of the BLDS is to support and improve student achievement through quality leadership development initiatives. New school and system leaders are supported through mentoring opportunities and the Principal/Vice-Principal Performance Appraisal (PPA). It is through the appraisal process that the Ministry of Education acts to ensure that school leaders are aligning their leadership roles with Ministry expectations for 7 7 Copyright © Anna 7 M. Young, 2013 1 CONSIDERING LEADERSHIP WORKSHOP SERIES improving student achievement, closing the achievement gap, and building public trust in Ontario’s educational system. Principal’s Qualification Program All aspiring principal leaders in Ontario must complete the Principal’s Qualification Program (PQP) as mandated by the Ontario College of Teachers. The goal of the PQP is to support and prepare aspiring school leaders for an administrative career in education. Ontario principals “ . . . are proactive, reflective, collaborative educational leaders” (Ontario College of Teachers, 2009, p. 1). They are responsible for supporting learning and enhancing achievement as well as “ . . . the cognitive, character, social, physical, and spiritual development of all students” (Ontario College of Teachers, 2009, p. 1). The PQP is comprised of two 125-hour parts, in addition to a 60-hour leadership practicum. The content of the PQP prepares candidates for employment in a variety of educational contexts by focusing on the five domains found in the Ontario Ministry of Education’s (2007) “Leadership Framework for Principals and Vice-Principals.” The five domains include Setting Directions, Building Relationships and Developing People, Developing the Organization, Leading the Instructional Program, and Securing Accountability. The PQP provides meaningful learning opportunities through projects, reflection, and discussion. The course content may be delivered either face-to-face, through video conferencing, or online components; the last is limited to 35 hours. The PQP guidelines emphasize the importance of building relationships in the role of principal and therefore face-to-face delivery must comprise a significant portion of the program. Specific expectations are provided to the candidates at the beginning of each 8 8 Copyright © Anna 8 M. Young, 2013 1 CONSIDERING LEADERSHIP WORKSHOP SERIES part, and they are evaluated through formative and summative measures throughout the program. Candidates are evaluated on performance and written and oral presentation skills. They must also develop a professional portfolio. The practicum component is developed on the basis of a leadership proposal initiated by each candidate. The leadership practicum must be completed during Part 1 of the PQP and must be completed prior to the commencement of Part 2. Successful practicum experiences require that the candidate select a mentor and develop a proposal for a leadership project. The candidate must then complete the project while documenting the process in a practicum log. Candidates are also responsible for observing a principal or vice-principal in the school setting, and for keeping a reflective journal. Regular meetings with mentors are expected, and candidates must submit a final practicum report. At all times, principal candidates are required to abide by the “Ethical Standards of Practice for the Teaching Profession” which include commitment to students and student learning, leadership in learning communities, ongoing professional learning, professional knowledge, and professional practice. The Ethical Standards for the Teaching Profession must be carefully followed to ensure standards for care, trust, respect, and integrity. What Makes an Effective Leader? Effective leadership in Ontario schools involves a balance of knowledge, skills, talents, attitudes, abilities, vision, experience, influence, and capacities. Also involved is a balance of visionary and managerial approaches. The Ministry of Education’s five CLCs of instructional leaders are a focus for capacity building within systems and schools. The goal is for system and school leaders to integrate these capacities into their 9 9 Copyright © Anna 9 M. Young, 2013 1 CONSIDERING LEADERSHIP WORKSHOP SERIES daily practice as they work towards fulfilling the Ministry’s three goals for public education effectively. Engaging in courageous conversations. This core leadership capacity has been identified by the Ministry of Education for the purpose of establishing an authentic leadership culture. Building trust is a step towards leading improvement and the pathway is through conversation. Effective leaders must be able to engage in “open, authentic, truthful dialogue, in an atmosphere of trust and respect . . . ” (Ontario Ministry of Education, 2009, p. 2). Trust and respect are built upon “ . . . respect for others, personal regard for others, competence in role, and personal integrity” (Ontario Ministry of Education, 2009, p. 7). Courageous conversations enable this type of school and system culture, and it is through these conversations that sustainable leadership and lasting change are possible. Challenging current practices at the school and system level, and encouraging feedback are actions which promote and improve student achievement and well-being (Ontario Ministry of Education, 2009). Leaders who seek input from their staff are demonstrating that they value their knowledge and opinions. This also helps build trust between administration and their staff. “Relational trust influences the effort, risk taking and collective commitment that staff bring to the complex task of increasing student achievement and well-being” (Ontario Ministry of Education, 2009, pp. 7-8). Promoting collaborative learning cultures. The Ministry of Education is focused on establishing collaborative learning cultures within schools and systems for the purpose of improving student achievement and schools. Effective leaders must build a culture of learning in which working towards student achievement becomes an authentic practice within and across a group of educators. An effective leader understands that this 10 1 Copyright © Anna 0 M. Young, 2013 1 0 CONSIDERING LEADERSHIP WORKSHOP SERIES is a process which requires persistence, knowledge, skills, and trust in administration (Ontario Ministry of Education, 2010). Leaders need to be knowledgeable about their surrounding context which includes the school’s demographics, the culture of the school community, and the staff’s preconceived ideas of school operations. A collaborative learning culture is necessary for growth and change to occur within a system or school because with the suggestion of change comes the possibility of resistance. People are resistant to change if they do not fully understand what is taking place, if they do not see the value in the change, or if they feel they cannot meet the demands of the change (Ontario Ministry of Education, 2010). The establishment of a trusting collaborative learning community is an important first step in helping staff to grow and be successful through change. This calls upon situational leadership, which is to lead in a particular manner depending upon the situation leaders find themselves in, and when necessary to help cultivate commitment to the school’s vision. Collaborative learning cultures are necessary for the alignment of the school’s vision with the goals of the teaching staff. Alignment of priorities and goals is an important step in setting common goals and in building student achievement. Setting goals. Effective instructional leaders are able to work with others to set goals for school improvement and student achievement so that resources, priorities, and actions work toward the school’s vision. Educational leaders may do this by providing direction and exercising influence (Ontario Ministry of Education, 2010). Following through on set goals involves motivating all stakeholders in a shared vision; this requires that the goals of individual educators align with the goals of the school. Goal setting allows school improvement teams to prioritize and target specific areas of focus for 11 1 Copyright © Anna 1 M. Young, 2013 1 1 CONSIDERING LEADERSHIP WORKSHOP SERIES achievement. Challenging previous goals is an indicator and measure of a leader’s confidence and self-efficacy. Collective efficacy is “ . . . a belief in the ability of his or her colleagues . . . to perform a task or achieve a goal” (Ontario Ministry of Education, 2010, p. 5). Collective efficacy is an important belief for the achievement of school goals and it is an area in which the principal is influential. Identified goals need to be carefully monitored for their appropriateness, impact, and progress. They should also be revisited regularly and revised as needs change or goals are achieved. It is important that school leaders understand that setting goals can be positive or negative experiences for team members depending upon their comfort level, knowledge of the task, stress related to goal achievement, or conflict within the group. SMART goal setting sets a foundation for positive experiences because of its explicitness. For example, when developing goals the team can work together to “ . . . ensure that the goals are strategic, specific, measurable, attainable, results-oriented and time-bound [SMART] and lead to improved teaching and learning” (Ontario Ministry of Education, 2010, p. 16). Goals are developed using school-level data and shared within school improvement plans. Using data. Data is a driving force in setting goals and developing school improvement plans which are a key priority for school administrators. In order to set goals for school improvement and student achievement it is important to know the current data. The current data determine which areas to prioritize, what the goals will be for improvement initiatives, and how all stakeholders will achieve the goals. This pathway for achievement and improvement is provided by evidence-based data. Data are not limited to quantitative measures. Qualitative data are important as well. Both qualitative and quantitative data can be represented through student achievement data, 12 1 Copyright © Anna 2 M. Young, 2013 1 2 CONSIDERING LEADERSHIP WORKSHOP SERIES demographic data, program data, and perceptual data. Student achievement data can be retrieved from report cards, assessments, Individual Education Plans, and standardized assessments; demographic data include information about the student population such as learning needs and profiles; program data involve curriculum and instructional practice; and, perceptual data provide information from surveys on standardized assessments (Ontario Ministry of Education, 2011, p. 3). With the focus on data collection and accountability in education, it is important for school leaders to create a data culture within their schools. A data culture reflects a data mindset whereby educators and leaders consider their values, goals, and practices required for improvement planning. Ideally, all stakeholders need to be comfortable questioning, analyzing, and interpreting data. An effective leader models how data can then be used for (a) discovering issues such as student needs, (b) diagnosing problematic situations, (c) forecasting future conditions, (d) improving policy and practice, (e) evaluating effectiveness, and (f) promoting accountability (Ontario Ministry of Education, 2011). As instructional leader, the principal can initiate collaborative inquiries through the assessment and analysis of school data. Collaborative inquiry can be the result of informed decisions made by the identification of targeted priorities. Instructional leaders promote effective data use by: (a) using data to improve instructional practices, (b) teaching students to be reflective in self-assessment, (c) articulating the expectation of school-wide data use for student achievement, and, (d) supporting data-driven practices (Ontario Ministry of Education, 2011). Aligning resources with priorities. Possessing the right resources is essential for carrying out the goals established in school improvement planning. Principals need to 13 1 Copyright © Anna 3 M. Young, 2013 1 3 CONSIDERING LEADERSHIP WORKSHOP SERIES work towards aligning their resources with their priorities. Resources include: (a) skills, (b) knowledge, (c) time, (d) physical facilities, (e) people, ( f) money, and (g) equipment. Establishing a plan of action for school improvement and compiling a list of essential resources is straightforward, as improvement planning is based on baseline data and establishing goals. Resources are often limited, and it requires a strategic leader to use the available resources “ . . . as effectively, purposefully, and efficiently as possible . . . ” (Ontario Ministry of Education, 2012, p. 1). It is suggested that effective principals balance both instructional and collaborative leadership when aligning resources with priorities within their schools (Ontario Ministry of Education, 2012). Instructional Leadership Principals have an indirect role in student achievement which includes “ . . . facilitating an academically supportive environment for teachers and students through decisions related to curriculum, instruction, organization, staffing, professional development, budgeting, discipline, attendance, activities, goals, and supervision” (Corcoran, Schwartz, & Weinstein, 2012, pp. 235-236). As instructional leaders, principals “ . . . monitor and evaluate teaching and learning to check that high standards are being achieved” (Bush, 2008, p. 39). Bush (2008) suggests that instructional leadership is based on the direction of the principal’s influence towards student achievement through teacher development. Leithwood and Riehl (2003) also discuss leadership in terms of providing direction, exercising influence, and achieving shared goals by working with others. Instructional leadership involves the principal becoming actively involved in teacher professional development as a result of conferencing and the encouragement of critical self-reflection (Blasé & Blasé, 1998). Southworth (2002) also 14 1 Copyright © Anna 4 M. Young, 2013 1 4 CONSIDERING LEADERSHIP WORKSHOP SERIES suggests that instructional leadership involves modeling and monitoring of instructional practices. Gulcan (2012) conducted research on the instructional leadership competencies of 460 school principals in primary and middle schools in Turkey. Survey questions completed by teachers and administrators targeted instructional leadership expectations such as: (a) individual learning needs of students, (b) social environment, (c) learning expertise, (d) motivation, and (e) support for learning. The results of the study indicate that the highest percentage of respondents felt that effective instructional leaders understand and implement legal regulations. Many also indicated that principals make use of models of educational psychology, and that effective leaders develop and maintain a vision for the school. Other desirable qualities included support for teacher development and instructional programs. Ylimaki (2007) conducted case study research on four challenging schools in the United States. All of the schools served diverse student populations and three of the schools also served students and families in areas of poverty and crime. The same three schools also had “failing school” reputations. All four principals were able to improve school performance on standardized assessments. This study found that two of the schools were successful due to their principals’ prior experiences with challenging schools. The study attributed the principals’ understanding of the connection between student needs and targeted instruction to improved student achievement. Two of the principals adopted a shared instructional leadership approach which was balanced between sharing leadership responsibilities and releasing responsibility to teachers. The 15 1 Copyright © Anna 5 M. Young, 2013 1 5 CONSIDERING LEADERSHIP WORKSHOP SERIES same two principals had “strong pedagogical knowledge and capacity building skills” (Ylimaki, 2007, p. 17). A study by Gurr, Drysdale, and Mulford (2007) examined instructional leadership in three successful Australian schools which attributed their successes to influential leaders who were exceptional instructional leaders. One of the principals practiced instructional leadership by “ . . . attracting, retaining and developing staff, promoting shared leadership and decision-making, developing personal and professional capacity of staff through a focus on improving teaching and learning, and building relationships” (Gurr, Drysdale, & Mulford, 2007, p. 23). A second principal was found to be a successful instructional leader by building relationships, showing support and commitment to values and beliefs, understanding the wider contextual influences on the school, developing a learning culture, building trust, and risk taking. The third principal in this study emphasized values, beliefs, vision, direct influence on instruction, curriculum and assessment, and the development of teacher capacity. Literature on instructional leadership is varied; however, there are universal qualities of effective instructional leaders. There is a commitment to developing others which includes, but is not limited to, supporting student achievement as well as staff development. Distributed Leadership Distributed leadership plays a key role in educational administration and has contributed to a positive change in schools (Harris, 2009). Leadership practice within schools has been shifting away from a top-down method of administration and positional authority. Spillane, Halverson, and Diamond (2001) believe that distributed leadership is 16 1 Copyright © Anna 6 M. Young, 2013 1 6 CONSIDERING LEADERSHIP WORKSHOP SERIES best examined through leadership tasks and practice, practice being a reflection of the school’s leader, followers, and social context. Expertise and leadership are exercised by educators throughout the school under the guidance and support of the principal. Harris (2009) writes that “ . . . teacher involvement in decision making processes and the contribution of strong collegial relationships to school improvement and change” (p. 12) are responsible for the positive effects of distributed leadership. Harris (2009) also makes the connection between distributed leadership in professional learning communities and improved student achievement. Distributed leadership can also strengthen collaborative relationships with the redistribution of power. “Developing the capacity of individuals and groups is likely to engender a re-distribution of power within the school, which moves from hierarchical control to peer control, in other words, a distributed approach to leadership . . . distributed leadership is deemed to be created through the interaction of individuals and groups” (Clarke & Wildy, 2010, p. 9). Collaborative activities contribute to distributed leadership as tasks are completed by several individuals, and authority is shared. Hargreaves and Fink (2003) discuss distributed leadership as “a culture of initiative and opportunity, in which teachers of all kinds propose new directions and start innovations” (p. 700). People working together in this framework share a common vision, and are committed to that vision. Goals and expectations for student achievement are clearly understood and supported by all of the teachers. Spillane, Halverson, and Diamond (2001) studied distributed leadership in 13 elementary schools in Chicago in an effort to make the connection between distributed leadership and distributed practice. The results of their study suggested that the 17 1 Copyright © Anna 7 M. Young, 2013 1 7 CONSIDERING LEADERSHIP WORKSHOP SERIES development of leadership expertise take place at the school level rather than at the individual level. Distributed leadership is mentioned in the Ministry’s (2010), “Board Leadership Development Strategy Requirements Manual,” which outlines how school boards can strengthen the leadership skills of those who are currently in leadership positions as well as those who may be interested in alternate leadership positions. “Leadership is pivotal to our shared focus on student achievement and well-being with considerable evidence indicating that . . . widely distributed school leadership has a greater influence on schools and students than leadership from the top” (Ontario Ministry of Education, 2010, p. 9). Distributed leadership is an important practice for principal leaders who are striving to improve student achievement and close achievement gaps. This type of leadership brings together the knowledge of all individuals within the school and system setting so that expertise is shared, practiced, and maximized for the benefit of the students. Authentic Leadership Authenticity is currently being addressed in leadership literature as an important foundation within education. Polizzi and Frick (2012) discuss the identity of today’s school leaders as needing to be autonomous and authentic; competence, empathy, and understanding are necessary. “Being autonomous in the practice of educational leadership means being proficient, self-organizing, maintaining responsibility for one’s action, and being able to independently act on what one believes to be right without fear of sanction” (Polizzi & Frick, 2012, p. 24). A strong sense of morals and ethics is a value of authentic leaders. Leaders who are true to themselves, and who assume social obligations and transcending ideals are leading authentically (Polizzi & Frick, 2012). Clarke and Wildy 18 1 Copyright © Anna 8 M. Young, 2013 1 8 CONSIDERING LEADERSHIP WORKSHOP SERIES (2010) discuss authentic leaders as those who “ . . . have the capability to deal successfully with situations of uncertainty, change and complexity which transcends knowledge acquisition, competencies and management skills” (p. 14). Authentic leadership practice is especially important for today’s principals given that the Ministry has identified the need to increase public confidence in publicly funded education. This need suggests that there is a collective lack of faith in Ontario’s education system. If faith and trust coincide with one another, then trustworthy leadership is required for changing the viewpoint of the public. Principals who lead authentically have the ability to shift public perception of education through the practice of values, ethics, and morals as these practices suggest that a leader is doing what is right. Trust and faith in educational leaders can help build trust and faith in the education system. Considerations for Principal Leadership The principal’s role as instructional leader has implications for all stakeholders within the school setting. Schools are unpredictable and complex; leaders need to have the skills necessary for renewal and transformation in order to address concerns and prepare for improvement (Clarke & Wildy, 2010). Principals also must possess personal resilience within their position. This involves “dealing with interpersonal interactions as well as dilemmas and tensions on a daily basis . . . ” (Clarke & Wildy, 2010, p. 14). As leader, the principal is responsible for managing the day-to-day operations of the school as well as fostering an environment which supports the Ministry of Education’s goals of improving student achievement, closing the achievement gap, and working towards changing the public’s perceptions of public education. The demands within the principal position must be considered by aspiring leaders, as it is a difficult, tiring, and stressful 19 1 Copyright © Anna 9 M. Young, 2013 1 9 CONSIDERING LEADERSHIP WORKSHOP SERIES position. Principal shortages are common as principals are given greater responsibilities with added accountability in diverse and challenging environments. Low teacher morale has also contributed to the low number of principal leaders (Luu, 2010). Tracy and Weaver (2000) suggested over a decade ago that principal shortages were a concern due to increasing ethnic and linguistic diversity, decreasing public confidence in the educational system, increasing rates of school violence, school privatization, and accountability for student achievement as a result of standardized assessments. These issues continue today. Styron and Styron (2011) conducted a study on the critical issues facing K-12 principals in Mississippi. They found that accountability was the primary critical issue identified by the principals in their study regardless of principal gender, age, level of administrator, administrative experience, educational system, or degree level. The second most prominent issue identified was funding, and funding was an equally critical issue across all abovementioned principal categories. Special education is an area which must not be overlooked or simplified by a principal. Principals are required to be instructional and curriculum leaders, as well as informed leaders of assessment practices, differentiation, and social instruction within special education. With evolving expectations and new initiatives developing within boards, new principals may be in the position of instructional leader, yet have never practiced the interventions or programs they are expected to implement. New principals must be prepared to take on the demands of a role with added responsibility. Being responsible for a classroom, division, or department is much different than being responsible for a whole school and all of the individuals within the 20 2 Copyright © Anna 0 M. Young, 2013 2 0 CONSIDERING LEADERSHIP WORKSHOP SERIES school building. For example, a new principal must consider new demanding responsibilities which include “leader of personnel, students, government and public relations, finance, instruction, academic performance, cultural and strategic planning, and special education” (Lynch, 2012, p. 40) Often with added responsibility comes added stress. This has the potential to impact one’s health, personal relationships, and work performance. New principals must be aware of this possibility and begin to plan a course of action to assist in alleviating the added stress load. Increased workload is an important aspect of leadership aspiring principals must consider. Often principals belong to committees, organizations, board-level teams, and work groups in addition to having added responsibilities at the board level. For example, a principal may be required to facilitate group sessions, attend meetings and conferences, or assume portfolios in curricular areas or board initiatives. Many principals in lower enrolment areas may be responsible for more than one school which means double the work for improvement plans, school council meetings, budgets, and staffing. Declining enrollment poses a unique challenge for rural administrators. Schools, regardless of the student population require active administrators, and in areas where there is declining enrollment principals may have double the responsibilities. For example, it is common for one principal to be responsible for two schools; school boards refer to this situation as twinning. Twinning occurs when there are two schools being serviced by the same principal. It is impossible for a principal to be in both schools at the same time; therefore, the principal must attempt to spend equal amounts of time in both schools to support the students and staff. It is not uncommon for principals in this 21 2 Copyright © Anna 1 M. Young, 2013 2 1 CONSIDERING LEADERSHIP WORKSHOP SERIES situation to have a vice-principal who will assist in the running of the two schools. Difficulties arise when the vice-principal is spread between four schools and two principals, or when the vice-principal is also the special education resource teacher for one of the schools. Twinning can also be problematic when the distance between the two schools is great. A principal may not be able to travel from one school to the other throughout the day if a crisis arises or if there is inclement weather. The schools may or may not be within reasonable driving distance from one another. One school may be as much as an hour away from another school. This poses a challenge in the winter months if a principal needs to travel from one building to another during inclement weather. Important meetings or conflicts which are usually urgent must wait until the next day or until the weather improves. At this point, further unrest may develop. Sometimes twinned schools also have a vice-principal who can look after day-to-day issues. However, the principal must be present. Presence in both schools is very important so that the principal can build relationships with students, staff, parents, and community members. Presence builds trust and faith in the principal. With this comes dependability and reliability. Rural schools typically have lower student populations and may have significant numbers of students with disabilities. This brings forth the feeling of having to do more with less. Principals must advocate for added support in special education, and prioritize which students will receive the extra support if and when it is provided. With less special education support than urban schools, it is difficult to seek external support from community agencies due to scarcity in rural community resources. Rural school administration also encompasses an increased frequency in inclement weather days. Remote rural schools face the issue of frequent staffing changes requiring new personnel 22 2 Copyright © Anna 2 M. Young, 2013 2 2 CONSIDERING LEADERSHIP WORKSHOP SERIES to train. There are times when school board initiatives are mandated for a certain division or subject. If the teacher who had been trained in the board initiative decides to leave, it is possible that the resource for an entire subject and division may be lost. This has the potential to occur in rural schools where there are triple grades with one teacher being responsible for teaching the entire primary, junior, or intermediate division. Rural schools tend to be small schools. In a study of schools in Australia, Barty, Thomson, Blackmore, and Sachs (2005) sought to determine why there was a shortage of school principals in rural and remote areas. They found that “ . . . less funding, fewer staff and, . . . likelihood for a person to become ‘stuck’” (Barty et al., 2005, p. 7) contributed to the declining number of principals. There was fear among the principals in the study that becoming the administrator of a small, rural school might mean that their careers would not advance. Rural principals also have the added pressure of being in role all of the time, within the school setting and out in the school community. Rural principals lose their anonymity and, for this reason, it can be stressful for principals who never feel like they are off duty. The networks within small communities can be invasive (Duncan & Stock, 2010). The move from teacher to principal may bring forth a feeling of loneliness as shift in power occurs. Relationships with colleagues shift as the balance of power shifts. Choosing to leave teaching also “ . . . requires an individual to relinquish the comfort and confidence of a known role – such as being a teacher – and experience the discomfort and uncertainty of a new, unknown role – being a principal” (Browne-Ferrigno, 2003, p. 470). As instructional leaders, principals must possess the ability to influence and motivate others. Influencing others through uncertainty, change, and board and Ministry initiatives 23 2 Copyright © Anna 3 M. Young, 2013 2 3 CONSIDERING LEADERSHIP WORKSHOP SERIES is difficult. “To bring about improvement, principals must motivate teachers by communicating goals and fostering commitment to these, aligning resources with goals, and fixing problems” (Finnigan, 2010, p. 162). Principals are responsible for influencing teacher’s beliefs in student achievement and performance, as well as teachers’ commitment to improvement practices (Finnigan, 2010). Influencing others can also bring conflict, as the principal attempts to encourage staff to make changes or work through an initiative which may be outside of the teacher’s comfort zone. “ . . . managing conflict is an essential component of the principal’s role . . . what school principals do is mainly about managing relationships and, within this, conflict is part and parcel” (Duncan & Stock, 2010, p. 305). Planning for Principal Leadership Self-reflection is a common theme throughout leadership development literature. Aspiring leaders can learn much about themselves as leaders through regular reflective practices. Critical self-reflection is a beginning step in leadership development because it allows individuals to understand their motivation for leadership, their strengths as a leader, areas requiring further development, goals for further development, and an action plan for achieving those goals. Portfolios allow aspiring leaders to practice both critical self-reflection and self-assessment required for goal-setting. Becoming a principal is not just a matter of completing the Principal’s Qualification Program and obtaining the appropriate documentation; becoming a principal is a process beginning with critical selfreflection. Critical self-reflection. John Dewey (1933) was the first to identify the term reflective learning. Cranton (2006) quotes Dewey (1933) as stating that reflection is an 24 2 Copyright © Anna 4 M. Young, 2013 2 4 CONSIDERING LEADERSHIP WORKSHOP SERIES “active, persistent and careful consideration of any belief or supposed form of knowledge in the light of the grounds that support it and further conclusion to which it tends” (p. 33 and 9 respectively). Reflection requires an individual to interpret, analyze, and reconsider previous thoughts, beliefs, and events. Critical self-reflection is essential in leadership development practices and throughout the leader’s career. Kelleher (2002) explains that self-awareness is developed through reflective practice, and that “reflective practitioners have a clear sense of their values and beliefs and are capable of being successful professionally and living peacefully even when there is incongruence between their beliefs and the beliefs of their colleagues or students” (p. 23). Cranton (2006) discusses critical reflection as a process of “ . . . critically questioning the values, assumptions, and perspectives presented in the world” (p. 94). In relation to leadership development, it is important for aspiring leaders to be aware of their personal values, assumptions, and perspectives and how they relate to their professional practice. It’s important to be aware of biases and values which may be present in an individual’s personal life so that they may be aware of their influence in professional situations. Within the Principal’s Qualification Program, principal candidates are required to begin the practice of self-reflection for the purpose of getting to know oneself. Candidates are also required to keep a journal which reflects upon the “ . . . connections between the Leadership Practicum, the “Ethical Standards for the Teaching Profession, the Standards of Practice for the Teaching Profession” and the Leadership Framework for Principals and Vice-Principals found in “Putting Ontario’s Leadership Framework into Action” (Ontario College of Teachers, 2009, p. 11). A report outlining the candidate’s 25 2 Copyright © Anna 5 M. Young, 2013 2 5 CONSIDERING LEADERSHIP WORKSHOP SERIES reflections on the observation experience is required upon completion of the practicum component of the program as well. Reflective writing. Reflective writing provides a method of helping an individual organize and structure their thinking processes. It is one way in which aspiring leaders can begin documenting their thoughts for learning purposes. Reflective writing is an authentic means of recording opinions, difficulties, reactions, and working through solutions to problematic events. Nesbit (2012) suggests that writing is helpful in distancing the writer from events and actions in an effort to protect one’s self-concept, in addition to providing a record of thoughts, feelings, and behaviours over time. This written record allows an individual to identify “ . . . patterns of behaviour that reveal one’s dispositional nature and performance issues” (Nesbit, 2012, p. 212). Lastly, Nesbit (2012) argues that reflective writing is important in the development of action plans for self-development. A leadership practicum reflective journal is a requirement of the PQP. Candidates are expected to reflect upon personal growth and professional learning including both challenges and successes within the leadership practicum (Ontario College of Teachers, 2009). Observations of a practicing principal or vice-principal are optional in the practicum component of the program, and are to be completed in the form of a critical reflective journal. Leadership self-assessment. The Institute for Education Leadership (IEL) was developed collaboratively by principals’ associations, supervisory officers’ associations, councils of directors of education, and the Ministry of Education to “ . . . assist school and system leaders in maximizing the achievement of all students” (Institute for 26 2 Copyright © Anna 6 M. Young, 2013 2 6 CONSIDERING LEADERSHIP WORKSHOP SERIES Education Leadership, 2009). The IEL supports the OLF through leadership development, research, practice, and communication. As part of their efforts to promote and develop effective leaders, the IEL has developed a “Self-Assessment Tool for Aspiring Leaders” to inform their professional practice. The purpose of the Self-Assessment Tool for Aspiring Leaders is to enable potential school leaders to assess their practices in reference to the knowledge, skills and attitudes required for individuals aspiring to the role of principal/viceprincipal in addition to informal leadership positions in the province of Ontario. (Institute for Education Leadership, n. d., p. 2) The content of the Self-Assessment Tool for Aspiring Leaders aligns with the expectations for leaders in the Ontario Leadership Framework. The practices outlined in this tool are evidence-based providing opportunities for critical self-reflection in leadership development. Classroom, school, and system leadership practices necessary for achieving the Ministry’s three priorities are addressed in the self-assessment tool. The tool allows aspiring leaders to measure their strengths and identify their areas of development in relation to the leadership expectations of the Ministry of Education. The leadership practices which can be reflected upon include the five core leadership capacities. The Self-Assessment Tool for Aspiring Leaders is organized as a checklist of expectations which when reflected upon, can provide valuable leadership information on an aspiring leader’s past, present, and future growth and development, professional development, and leadership development. Information gathered through the reflective process in the tool may be used to inform areas of growth in an individual’s Annual Learning Plan (ALP). The information may also be used to analyze case studies, as a basis for networking with others who have used the tool, to develop and evaluate 27 2 Copyright © Anna 7 M. Young, 2013 2 7 CONSIDERING LEADERSHIP WORKSHOP SERIES leadership programs, to prepare for career advancement opportunities, and to document leadership growth and development. Within the requirements of the Principal’s Qualification Program, principal candidates are expected to participate in self and peer assessments which may be included in a professional portfolio. Portfolios. Portfolio development is a common expectation in leadership development programs and as professional practice for school principals to represent professional development, performance evaluation, and career advancement (Hackman & Alsbury, 2005; Brown & Irby, 2001). The portfolio may be used for a variety of purposes including reflective commentaries, personal development, and as a record of evidence that can be used for reflection and for demonstrating professional competence (Chikoko, Naicker, & Mthiyane, 2011). Portfolios also provide evidence of improvement and proficiency, as well as progress and achievement. Critical self-reflection is evident through portfolios as an indicator of professional leadership development. “Reflection is important for leadership development as it can provide leaders with a variety of insights into how to frame problems differently, to look at situations from multiple perspectives or to better understand followers” (Chikoko, Naicker, & Mthiyane, 2011, p. 321). Chikoko, Naicker, and Mthiyane (2011) studied leadership development through the examination of 18 principal portfolios in the South African Advanced Certificate in Leadership (ACE) (School Leadership) program, a joint effort between the South Africa Department of Education and higher education institutions. Within the ACE program, portfolio development is a requirement for demonstrating school leadership and management competence (Chikoko, Naicker, & Mthiyane, 2011). Their study explored 28 2 Copyright © Anna 8 M. Young, 2013 2 8 CONSIDERING LEADERSHIP WORKSHOP SERIES the role of portfolios as an instrument of change in principal leadership learning. The portfolios were divided into sections which included topics such as leading and managing people; managing organizational systems: physical and financial resources; managing policy, planning, and governance; and managing teaching and learning. The final two sections of the portfolios contained a reflective journal and a professional development plan consisting of reflections on everyday school management and leadership issues, and an action plan for addressing areas of need, respectively. Specific examples of work included information about the principal, a curriculum vitae, a profile of the principal’s school, a compilation of photographs, narratives, achievements, reflective commentaries and future plans. This study found that portfolios were an important piece in principal leadership development because they were a tool for critical self-reflection, planning, and personal and professional improvement as a form of individualized learning. According to Yerkes, Guaglianone, and Curtis (1998) the development of an administrative portfolio in educational leadership is essential for aspiring and practicing school leaders because it helps the administrator “ . . . develop a better understanding of his or her professional self” (p. 28). Portfolios provide an accurate and detailed account of an administrator’s competencies, experiences, and goals. Yerkes, Guaglianone, and Curtis (1998) suggest that effective and well-documented portfolios begin with data collection in the form of work samples, evaluations, and evidence of leadership professional development. The next step in portfolio development is an effective organizational system which may involve information about self-development, competencies in administration, and community service. They suggest that the individual take time to critically reflect through written accounts of experiences. The authors also 29 2 Copyright © Anna 9 M. Young, 2013 2 9 CONSIDERING LEADERSHIP WORKSHOP SERIES discuss the importance of analyzing the portfolio and creating an action plan for further personal and professional development based on the individual’s developmental needs. Lastly, Yerkes, Guaglianone, and Curtis (1998) recommend that aspiring and practicing leaders keep their portfolios current. If possible, daily reflections are important to creating an authentic and current portfolio. As part of Ontario’s Leadership Strategy, the Board Leadership Development Strategy requires that within the training and development for aspiring leaders, adult learning opportunities exist in the areas of “ . . . portfolio development, action research, and education improvement initiatives” (Ontario Ministry of Education, 2010, p. 43). Portfolio development for aspiring principals is a necessary component of the Principal’s Qualification Program. Principal candidates are required to “create a portfolio that includes examples of work with reflections that demonstrate the integration of formal and experiential learning relevant to the role of the principal” (Ontario College of Teachers, 2009, p. 10). Successful completion of the PQP also requires candidates to complete a practicum involving the documentation of activities they’ve engaged in, as well as a reflective journal on professional learning and personal growth. Conclusion The role of principal in Ontario schools is a dynamic, achievement-based leadership role. This role has been evolving for the past several years from one which emphasized the principal as manager to the principal as instructional leader. The Ministry of Education’s leadership initiatives have been supporting principals in the development of leadership capacities with the goal of improving student achievement, building public confidence in publicly funded education, and in closing gaps in student achievement. An 30 3 Copyright © Anna 0 M. Young, 2013 3 0 CONSIDERING LEADERSHIP WORKSHOP SERIES authentic, instructional leader who is comfortable with distributed leadership practices is required to fulfill this goal, as is one who leads through reflective practice. This type of leadership is not easy, nor is it developed short-term. Principal leadership is an evolving process which begins prior to the transition from teacher to principal. Becoming a principal in Ontario requires careful consideration and planning on the part of the aspiring leader. This workshop series provides individuals with an overview of principal leadership in Ontario, as well as leadership theory and self-reflective practice, all of which provide an important knowledge base for making an informed decision to pursue a principalship. 31 3 Copyright © Anna 1 M. Young, 2013 3 1 CONSIDERING LEADERSHIP WORKSHOP SERIES Chapter Three: Workshop Series This series of workshops for aspiring leaders is designed to guide participants through an overview of principal leadership in Ontario in order to make an informed decision about becoming a school leader. The workshop series begins with the participants examining leadership in terms of what makes an effective leader, how an effective leader’s effectiveness is measured, and the roles of teacher leaders in relation to their own practice and that of the principal. The first workshop invites participants to reflect upon who they are as a leader and how they may already be seeing themselves as leaders (see Table 1). This workshop is designed to build a community of individuals who are exploring their journey into leadership, and who have not yet decided to make the transition to administration. Activities within the workshop are also designed to initiate the role of self-reflection in leadership development. The group and individual tasks allow the participants to begin exploring their role as a leader. The second workshop focuses on principal leadership in Ontario (see Table 2). Participants are introduced to Ontario’s plan for educational leadership, as well as the expectations and styles of leadership required to fulfill the Ministry of Education’s student achievement goals. Participants will be engaged in discussions and are invited to begin reading leadership articles published through the Ministry of Education. The third workshop brings the role of principal into focus more clearly as discussions are formed around the issues currently facing school principals (see Table 3). Workshop participants are guided in discussions to reflect upon the personal, professional, emotional, and health and well-being considerations involved in assuming a leadership role. Self-reflective practices are encouraged for the purpose of exploring 32 3 Copyright © Anna 2 M. Young, 2013 3 2 CONSIDERING LEADERSHIP WORKSHOP SERIES participants’ readiness to assume a leadership role, as well as their own levels of resiliency. The fourth workshop focuses on the preparation and planning involved in becoming a school leader (Table 4). Participants use a self assessment tool to determine their leadership areas of strength and areas requiring further growth. This self-reflective process allows participants to review their leadership needs and to begin to plan how they will meet these needs in the future. Participants will also be introduced to the importance of portfolios and to how to develop a leadership portfolio. An overview of the Principal’s Qualification Program will be provided. All participants will be provided with an extensive educational leadership reading list. Participants in this workshop series will be prepared to make an informed decision about their leadership development as a result of critical self-reflection, professional readings and dialogue, and leadership discourse. This workshop series requires careful pre-planning. A venue should be carefully selected for the workshops, in a convenient location with abundant space for both large and small group activities. The venue should also allow for flexibility in table and chair arrangements. The facilitator will need access to a screen and projector for parts of the workshops. Prior to commencing this workshop series, the facilitator is encouraged to read through the workshops and facilitator notes carefully. The facilitator should be comfortable discussing the Ontario Ministry of Education leadership documents used throughout the workshops, as well as be familiar with the content within the other published articles. Some aspects of individual workshops require the use of chart paper, markers, and tape for posting facilitator questions and participant responses. 33 3 Copyright © Anna 3 M. Young, 2013 3 3 CONSIDERING LEADERSHIP WORKSHOP SERIES Plan for Workshop One: Administrative Leadership in Education - Who Am I as a Leader? Table 1 Workshop One Agenda 4:00 4:20 4:50 5:50 *Welcome *Overview and Goals of Workshop Series *Housekeeping – washrooms, exits, breaks, seating arrangements, snacks *Participant Questions *Personal Icebreaker: Brief introductions *Content Icebreaker: ‘Garage Sale’ *Follow-up discussion of leadership: → What is a leader? What makes an effective leader? → How might you measure a leader’s effectiveness? *Individual Reflective Journaling: Personal Leadership Reflection → Mind Map or Written Reflection: How do you currently display leadership in your teaching practice? What do you believe are your leadership qualities? *Small Group Discussion: sharing leadership reflections with a small group. → Categorize leadership experiences into headings as a group *Individual Read: “Ten Roles for Teacher Leaders” (Harrison & Killion, 2007) → In small groups, compare headings from group reflections with the ten roles for teacher leaders presented in the article. Discuss differences and/or similarities. *Large Group Discussion: → Do you agree or disagree with the roles for teacher leaders? → How do you think they compare to the role of principal? How and why are these roles relevant in school leadership? *Invitation to Continue Reflective Journaling: Who Am I As a Leader? → Which roles are you comfortable assuming? Which roles are you interested in exploring further? How do you see yourself moving forward in these areas? *Closing Remarks, Questions, Comments, Focus for next week: Principal Leadership in Ontario *Snacks for next week – are we interested? 34 3 Copyright © Anna 4 M. Young, 2013 3 4 CONSIDERING LEADERSHIP WORKSHOP SERIES Workshop One: Facilitator Notes The facilitator’s role in the first workshop is to introduce the participants to a leadership mindset whereby they are making connections with other aspiring leaders and undergoing critical self-reflection about themselves as leaders. This first workshop is extremely important for building a trusting atmosphere. It is important that the participants feel comfortable in the workshop as the workshops have been designed to promote professional dialogue and critical self-reflection. The participants are encouraged to share their thoughts and actively listen to others’ thoughts and experiences. This is a critical part of their learning and decision-making process. The facilitator should suggest that the participants begin bringing a reflective journal to each workshop. The goals of the workshop series need to be explicitly stated. The workshop series will enable participants to: (1) network with other aspiring leaders and make professional connections; (2) undergo critical self-reflection and examine self as leader; (3) explore principal leadership in Ontario; (4) become knowledgeable about the Ministry of Education’s leadership initiatives; (5) be in a better position to make an informed decision about transitioning into leadership; (6) understand the critical issues involved in the role of principal; (7) begin goal-setting and developing a plan for future leadership experiences. The workshop will begin with two icebreakers. The personal icebreaker will involve the facilitator asking participants to state their name, their school, and their teaching assignment. The content icebreaker is designed to get the participants thinking 35 3 Copyright © Anna 5 M. Young, 2013 3 5 CONSIDERING LEADERSHIP WORKSHOP SERIES about leadership and to begin conversations about leadership. The content ice breaker requires the facilitator to bring in a variety of objects and household items. These items and objects could include an empty box, a cell phone, a note pad, a rubber ball, keys, etc. Participants will be asked to choose one item and reflect for a few minutes on how the item symbolizes leadership. Participants will take turns sharing with the large group why they chose the item and how it may be used as a symbol of leadership. The follow-up discussion will involve the large group defining leadership and brainstorming what makes an effective leader. The group is then encouraged to think about how a leader’s effectiveness might be measured. Participants will then begin reflecting upon personal leadership experiences through reflective journaling. Participants may either create a mind map or written reflection of how they currently display leadership in their teaching practice which helps them to reflect upon their leadership qualities. A small group discussion will follow allowing for participants to share their reflections with a small group. The small groups will categorize their leadership experiences into headings. The facilitator will then hand out Harrison and Killion’s (2007) article, “Ten Roles for Aspiring Leaders”. The small groups will compare their headings with those described in the article. The small groups will discuss differences and similarities between their thoughts and the thoughts presented in the article. The facilitator will bring the focus into a large group discussion and debate. Notes do not need to be made on chart paper, but participants will be encouraged to journal their thoughts throughout the discussions. To conclude the first workshop, the facilitator will encourage the participants to continue their reflective journaling practice with the intent of bringing the participants closer to discovering who 36 3 Copyright © Anna 6 M. Young, 2013 3 6 CONSIDERING LEADERSHIP WORKSHOP SERIES they are as leaders. The facilitator will end with a brief discussion of snacks for the following week and whether the participants would like to organize who will bring snacks, or if this practice should continue into the coming weeks. Materials required for this workshop include: participant journals, assorted objects for the content ice-breaker, chart paper, and markers. 37 3 Copyright © Anna 7 M. Young, 2013 3 7 CONSIDERING LEADERSHIP WORKSHOP SERIES Plan for Workshop Two: Principal Leadership in Ontario Table 2 Workshop Two Agenda 4:00 4:10 4:30 5:15 5:50 *Announcements, Questions, Wonderings from previous week *Review the workshop goals *Large Group and Partner Activity: → Video – “Qualities of Leadership” (3:14) (http://www.youtube.com/watch?v=UhxINyIZ454) Participants will select one of the quotes in the video that resonates well with their personal views on what makes a good leader. Why is this quote important to you? If possible, share a connection or leadership insight to the quote with a partner. *Leadership in Ontario – Facilitator-Directed Flow Chart of Leadership in Ontario (Leadership in Ontario – See Appendix C for slides and notes) *Read “Ideas Into Action: Five Core Leadership Capacities of Effective Leaders” (Ontario Ministry of Education, 2009) and “Leadership Framework for Principals and Vice-Principals” (Ontario Ministry of Education, 2007) *Small Group Activity: → Each group member will share how they currently participate in the Ministry’s five core leadership capacities. → Groups will discuss which of the core leadership capacities may be the most challenging for a principal. Where do they see themselves within these types of leadership styles? *Large Group Discussion: → Small groups share the challenges they foresee in adopting the core leadership capacities with the whole group. → Where would you look for support with these capacities? *Individual and Large Group Activity: Participants respond to the prompts in 3-5 sentences: ‘Instructional leadership is…’; ‘Distributed leadership is...’; and ‘Authentic leadership is...’ → Share and discuss responses. Share examples of how these leadership types are seen in the school setting. How do they see these types of leadership as being beneficial to the teaching staff? Students? Parents? Community? *Invitation for participants to read and reflect upon the following articles in the coming week. There will be time for discussion at the beginning of the next workshop. → “In Conversation: The Authentic Leader” (Munby, 2009) → “In Conversation: Evolving Perspectives: Leaders and Leadership” (Leithwood, 2010) → “Values Driven Leadership” (Marshall, 2009) 38 3 Copyright © Anna 8 M. Young, 2013 3 8 CONSIDERING LEADERSHIP WORKSHOP SERIES Workshop Two: Facilitator Notes The second workshop is designed to take participants further into the selfreflective process of exploring what it means to be a school leader in Ontario. The facilitator will review the goals of the second workshop with the participants. The goals include: (a) exploration of the personal and professional qualities necessary for leadership; (b) introduction of the Ministry of Education’s five core leadership capacities of effective leaders and their leadership framework for school leaders; (c) analysis of the core leadership capacities; (d) introduction of instructional, distributed, and authentic leadership in the context of Ontario’s vision for school leaders and how these forms of leadership are expressed at the school level. After reviewing the goals for the workshop, the facilitator will review the previous week’s discussions and reflections. Participants will be encouraged to share their thoughts and reflections as well. The first large group activity involves the presentation of a video called “Qualities of Leadership.” The facilitator will find the video at this link: http://www.youtube.com/watch?v=UhxINyIZ454 Prior to showing the video, the facilitator will present the following questions on chart paper: which quote(s) resonate well with your personal views on what makes a good leader; and, why is this quote important to you? The facilitator may wish to play this video twice. The facilitator should allow time for reflection prior to opening this up to a partner sharing activity. 39 3 Copyright © Anna 9 M. Young, 2013 3 9 CONSIDERING LEADERSHIP WORKSHOP SERIES The facilitator will guide the participants through a powerpoint presentation of leadership in Ontario as developed by the Ministry of Education and The Institute for Education Leadership. This powerpoint presentation will review the leadership initiatives the Ministry of Education has been implementing since 2008 and will conclude with where their leadership plan is currently in its development. An electronic copy of this powerpoint presentation is available through email to: anra.young@sympatico.ca. Following the presentation, the participants will be given a copy of the Ministry of Education’s bulletin “Ideas Into Action: Five Core Leadership Capacities of Effective Leaders” (Ontario Ministry of Education, 2009) to read, as well as the “Leadership Framework for Principals and Vice-Principals” (Ontario Ministry of Education, 2007). The facilitator will invite small groups to share how they currently participate in the Ministry’s five core leadership capacities. Participants will be encouraged to discuss the challenges associated with the leadership capacities, where they see themselves in relation to the Ministry’s expectations, and where school leaders could seek support with their areas of challenge. Participants will then begin to examine leadership in Ontario by defining instructional, distributed, and authentic leadership. The participants will respond to the following prompts in their journals: (a) Instructional leadership is . . . (b) Distributed leadership is . . . (c) Authentic leadership is . . . Participants will share their responses with the large group and the facilitator will record their thoughts in a large chart. The facilitator will focus the discussion on how these types 40 4 Copyright © Anna 0 M. Young, 2013 4 0 CONSIDERING LEADERSHIP WORKSHOP SERIES of leadership are seen in the school setting, and how these types of leadership are beneficial to the whole school community (i.e., staff, students, parents, community). To conclude the workshop, the facilitator will provide three articles for the participants to read before the next workshop. See Table 2 for the list of articles. The materials required for this workshop include a laptop, screen and projector for the presentation of the video, “Qualities of Leadership.” The facilitator will also need to have the powerpoint presentation, “Leadership in Ontario” ready to present. Chart paper and markers are required as well. The facilitator will need to prepare copies of the three articles mentioned Table 2. 41 4 Copyright © Anna 1 M. Young, 2013 4 1 CONSIDERING LEADERSHIP WORKSHOP SERIES Plan for Workshop Three: Considerations for Principal Leadership Table 3 Workshop Three Agenda 4:00 4:15 4:45 5:45 *Revisit articles from last week – questions, comments, wonderings, etc. *Review the workshop goals *Small Group Activity: Leadership Challenged → Response to Martin Luther King quote (See Workshop #3 Facilitator notes for the full quote) → Give examples of leadership actions that you took during a moment of challenge or crisis. → In retrospect, can you think of a better way you could have handled the situation? How important is consistency? → What were some leadership traits that came to the forefront during these challenging moments? *Partner and Large Group Discussion: Issues Facing Principals Today With a partner, discuss and record on chart paper: → What are the critical issues principals face today? Afterwards: → Categorize the issues into personal, professional, emotional, and health and well-being *Facilitator puts up four pieces of chart paper with the headings: personal, professional, emotional, health and well-being at the top *Partners record their issues under the respective headings *Large Group Discussion of Issues *Reflective Journaling: → Given the issues facing principals today, which areas do you feel you are ready to handle today? Which areas do you need help with? How ready are you personally, professionally, and emotionally to deal with the demands of principalship? → How much consideration should you give to your personal resiliency? *Small Group Sharing of Journaling Thoughts (if a level of comfort in the group has been established) *Invite participants to read and reflect upon the following the articles: → “Reflective Practices for Transformational Leaders” (Sorum-Brown, 2006) → “Leadership Strategies for New and Aspiring Administrators” (Schroer & Baughn, 2006) *Focus for the last workshop will be ‘Establishing a Vision: Planning for Principal Leadership’ 42 4 Copyright © Anna 2 M. Young, 2013 4 2 CONSIDERING LEADERSHIP WORKSHOP SERIES Workshop Three: Facilitator Notes The third workshop in the series is designed to provide an opportunity for participants to reflect upon and discuss the issues and considerations involved in becoming a principal. The facilitator will begin by reviewing the goals of the workshop, which include: (a) participant leadership experiences in times of challenge or crisis; (b) critical analysis of issues facing principals today; (c) connecting the current issues with self and readiness to work through these issues; (d) resiliency After initial questions, comments, or wonderings have been discussed and the workshop goals have been reviewed, the facilitator will open the rest of the workshop with a quote from Martin Luther King. The facilitator will have the following quote presented on a projector screen or on chart paper: “The ultimate measure of a man is not where he stands in moments of comfort and convenience, but where he stands at times of challenge and controversy.” The facilitator will allow a few moments for quiet reflection, then ask the participants to move into small groups. In small groups, the participants will be invited to give examples of leadership actions that they have taken in moments of challenge or crisis. The facilitator will have the following question posted for discussion in the small groups: “In retrospect, can you think of a better way you could have handled the situation? How important is consistency? What were some leadership traits that came to the forefront during these challenging moments?” Invite the participants to share their thoughts in a large group discussion afterwards to bring together any common themes. 43 4 Copyright © Anna 3 M. Young, 2013 4 3 CONSIDERING LEADERSHIP WORKSHOP SERIES The next activity takes place in a partner and small group discussion format. On chart paper, the facilitator will ask the partner groups to respond to the question: What are the critical issues principals face today? After the partners have recorded their responses on chart paper, they will be asked to categorize the issues into personal, professional, emotional, and health and well-being. The facilitator will put up four pieces of chart paper with the following headings: personal, professional, emotional, and health and well-being. The partners will record the issues under each heading on the facilitator’s posted chart paper. The issues will be discussed in a large group format afterwards. The facilitator will post the following questions for the participants to either respond through reflection in their journals or with a partner or small group: Given the issues facing principals today, which areas do you feel you are ready to handle today? Which areas do you need help with? How ready are you personally, professionally, and emotionally to deal with the demands of principalship? How much consideration should you give to your personal resiliency? This activity will not be discussed in the larger group. The facilitator will conclude the workshop by passing out two articles titled “Reflective Practices for Transformational Leaders” (Sorum-Brown, 2006) and “Leadership Strategies for New and Aspiring Administrators” (2006). See Appendix A for full article referencing. The materials required for this workshop include participant journals, chart paper, markers, and possibly a screen, projector, and computer for the presentation of the quote. The quote may either be presented using technology or printed on chart paper and posted. Handouts in Table 3 will also need to be prepared for distribution. 44 4 Copyright © Anna 4 M. Young, 2013 4 4 CONSIDERING LEADERSHIP WORKSHOP SERIES Plan for Workshop Four: Planning for Principal Leadership Table 4 Workshop Four Agenda 4:00 4:15 4:30 5:15 *Revisit articles from last week – questions, comments, wonderings, etc. *Review goals for the workshop *Individual Reflection: → Why is leadership important to you? → What do you need to do to prepare yourself for leadership? → How do you plan to get there? *Hand out the “Self Assessment Tool for Aspiring Leaders” (The Institute for Education Leadership, n. d.). See Appendix A for full article referencing. *Facilitator will discuss the purpose, context, and development of the assessment tool *Individual Activity – Critical Self-Reflection → Participants will read through the assessment tool and highlight areas of leadership practices which are consistent with their practice. → Next Step: Review areas of need and jot down what they need to do to progress in this area and how they might begin a transformation in these areas. *Portfolios → What is the purpose of a portfolio? When and how is an administrative portfolio used? → Hand out article: “The Administrative Portfolio” (Yerkes & Guaglianone, 1998) *Principal’s Qualification Program → Hand out the “Principal’s Qualification Program Guideline” (Ontario College of Teachers, 2009) → Review of the program *TED Talks Video – “Simon Sinek: How great leaders inspire action” (18:35). (www.youtube.com/watch?v=qp0HIF3SfI4) *Hand out recommended reading list to participants. *Snacks and Beverages Workshop Four: Facilitator Notes The facilitator will begin the workshop by opening up a discussion about the articles from the previous week. Following the discussion, the facilitator will review the goals of the final workshop as follows: 45 4 Copyright © Anna 5 M. Young, 2013 4 5 CONSIDERING LEADERSHIP WORKSHOP SERIES (a) goal-setting: to reflect on why leadership is important to the participants, what is needed to move forward in leadership preparation, and how do the participants plan to move forward; (b) an introduction to the “Self Assessment Tool for Aspiring Leaders”; (c) portfolio development; (d) review of the Principal’s Qualification Program; (e) a collection of recommended leadership readings The fourth workshop is designed for critical self-reflection and goal-setting. The participants will begin by reflecting upon themselves as future leaders. The facilitator will post individual reflection questions for the participants to write about in their journals (see Table 4 for questions). The facilitator will hand out the “Self Assessment Tool for Aspiring Leaders” (The Institute for Education Leadership, n. d.). The facilitator will present the purpose, context, and development of the tool; all are found within the first few pages of the document. The facilitator will then briefly explain the format of the document so that participants will have an understanding of how the tool is designed to assist aspiring leaders in their professional development. Participants will have a significant amount of time to read through and review the self assessment tool. The facilitator will encourage the participants to highlight the areas of leadership practices which are consistent with their current professional practice. Afterwards, the facilitator will ask the participants to carefully review their areas requiring further development and record what they need to do to progress in each area. The participants will then be encouraged to think about how they might begin to transform those areas. 46 4 Copyright © Anna 6 M. Young, 2013 4 6 CONSIDERING LEADERSHIP WORKSHOP SERIES Near the end of the workshop, the facilitator will guide a large group discussion in the purpose of portfolios, when they are developed, and how the administrative portfolio is used. Afterwards, the facilitator will hand out Yerkes and Guaglianone’s (1998) article, “The Administrative Portfolio” for the participants to review. A large group discussion may be appropriate afterwards; this can be at the discretion of the facilitator. The facilitator will then introduce the Principal’s Qualification Program and hand out the Ontario College of Teacher’s (2009) “Principal’s Qualification Program Guidelines”. Individual or large group discussion of the document may occur; the method of review is at the discretion of the facilitator and the group. Time permitting, the facilitator may wish to end the workshop with a video clip from the TED Talks forum. It is called “How Great Leaders Inspire Action”. The link for this video is at: www.youtube.com/watch?v=qp0HIF3SfI4 The facilitator will hand out a recommended leadership reading list (see Appendix B) for further reflection and inquiry. This workshop will conclude with snacks and beverages. Participants will have the opportunity to continue discussions and build relationships with other aspiring leaders. Participants may wish to exchange contact information with each other during this time as well. The materials for this workshop include participant journals, and copies of the “Self-Assessment Tool for Aspiring Leaders,” “The Administrative Portfolio,” and the “Principal’s Qualification Program Guideline” for each participant. The facilitator will also need to have a laptop, projector, and screen ready for the TED Talks video if time permits. Snacks and beverages will also be available as per participant interest. 47 4 Copyright © Anna 7 M. Young, 2013 4 7 CONSIDERING LEADERSHIP WORKSHOP SERIES Chapter Four: Critical Self-Reflection The final chapter of this project is an exercise in critical self-reflection, more specifically it is written in the format of a reflective journal as I consider my own leadership development and who I am as a leader. This reflection begins with my first encounter in a leadership role and my subsequent leadership pursuits. My leadership experiences have been cumulative in nature and have built on one another over a period of years. After reflecting upon my experiences in leadership, I will discuss how the process of preparing for this project has continued to shape my leadership development and bring me closer to asking myself ‘who am I as a leader?’ I began inquiring about myself as an educational leader accidentally. I did not become a teacher with the aspirations of becoming a school leader. I became a teacher because I love teaching and I love helping children. Several years ago, I was confronted with what Mezirow (1975) would describe as a “disorienting dilemma” in my teaching career. My teaching practice and teaching beliefs were questioned during the Ontario Ministry of Education’s “Turnaround Schools” initiative. What I did not know was that this would be the initial step in my transformative journey into leadership. The purpose of the initiative was to assist schools in increasing achievement scores and closing their achievement gaps. What began as months of hard work, turned into four years of dedication and perseverance at transforming my classroom, my teaching practices, and my entire approach to teaching and assessing. This was a frustrating and stressful time, but it was valuable time. I learned so much about myself, my beliefs, and my abilities as a teacher. I transformed from a teacher who preferred to work independently and quietly out of the spotlight into a teacher who was confident enough to invite “critical friends” 48 4 Copyright © Anna 8 M. Young, 2013 4 8 CONSIDERING LEADERSHIP WORKSHOP SERIES into my classroom for the purpose of obtaining constructive feedback. I enjoyed sharing my new learning with my colleagues and I welcomed the opportunity to learn from them. As a group, the turnaround school team pushed ourselves out of our comfort zones and took risks. We made decisions based on the needs of our students and became confident at defending and explaining our professional decisions. Throughout the process, we took opportunities to share our knowledge with those who were not in the program through school-wide literacy initiatives. This was my first experience with instructional and shared leadership and therefore it has become one of my most memorable and fulfilling professional experiences. Upon completion of our turnaround project, the intensity of our professional development slowed down and I looked for something to keep me excited and moving forward. I knew from conversations and experiences in my own teaching practice that serving the needs of our struggling learners was a challenging task. I didn’t feel that I knew enough about the nature of their difficulties. I needed to learn more about exceptional children, as well as special education policies and procedures. I felt that if I knew more and investigated alternate methods of instruction and assessment, I would be able to make more informed decisions about my students who had difficulty with learning. Over the next two years I worked hard at obtaining my Special Education Specialist Additional Qualification. Through those studies, I became more passionate about our learners who continue to struggle and wrote a letter to my principal indicating I would like to be our school’s Special Education Resource Teacher (SERT). At the time, I did not look upon this role as a leadership role. I viewed it as one which worked quietly behind the scenes. The role is complex and multi-faceted. Throughout my years in this 49 4 Copyright © Anna 9 M. Young, 2013 4 9 CONSIDERING LEADERSHIP WORKSHOP SERIES role, I have learned that initially it can be somewhat alarming that you aren’t in the same intense and passionate situations anymore with colleagues who are in similar situations. This role felt lonely at first, but as I have evolved in the role, it no longer feels that way. As I continue to define myself within the role, I am able to remove myself from the intensity of the classroom and see the larger picture of the needs within the whole school. This places me in a position of seeing where our needs are as a whole school and working towards moving us forward in those areas. As the SERT in my school, I realized also that I didn’t have all of the answers to the teachers’ tough questions about their students. I didn’t feel that I was knowledgeable enough to know which directions we should sometimes go with our students. I arranged for a sabbatical and began pursuing my Master of Education degree in hopes of expanding my knowledge and improving my confidence. Throughout the course of my studies at Queen’s, I have had the privilege of learning how important it is to maintain an open perspective with issues in education. I have also learned the importance of taking risks and allowing myself to be vulnerable in front of my peers. Nancy Hutchinson, my academic advisor, suggested I apply to facilitate online courses for Queen’s and have now been doing so for over a year. I have been thoroughly enjoying this leadership opportunity. My education at Queen’s has also taught me much of what I came to the program looking for. I have shared a wealth of knowledge with colleagues and have begun seeking opportunities to further explore the concepts I have learned. For example, I applied for a teaching position at Sagonaska Demonstration School last year and was accepted. Sagonaska is a Ministry of Education residential school in Belleville, Ontario for students with severe learning disabilities. As a teacher at this school, I felt that I was 50 5 Copyright © Anna 0 M. Young, 2013 5 0 CONSIDERING LEADERSHIP WORKSHOP SERIES in a position of leadership. Our principal was a wonderful leader who believed in her staff and the abilities of each student in the school. What impressed me most was that she articulated her beliefs to everyone in her school and her actions supported her beliefs. The atmosphere was positive with a strong sense of pride in our vision. Goals were clearly defined and student achievement was heavily emphasized. I was given the opportunity to be trained by highly skilled individuals, and to deliver workshops to other educators who hoped to learn about topics in which I had been trained. Working as a teacher in this school was an experience in professional development. Since leaving Sagonaska and returning to my home school for this school year, I have been able to bring new knowledge and experiences back with me. I am able to consider a variety of perspectives and look for solutions in ways I otherwise would not have. Since returning, I have organized several training sessions for my colleagues, students, and students’ parents. I have also assisted my principal in purchasing a reading intervention program in which I am trained, and have written a successful leadership proposal with another colleague. I have trained several colleagues in how to conduct specific reading assessments, and am currently working with the primary division of my school on a reading intervention inquiry project. The capacity for instructional leadership in my current role is great. My school board has begun to implement its Board Leadership Development Strategy with those interested in becoming leaders, and I have been a participant in the first meeting. With the new knowledge and experiences I have gained, my confidence for assuming leadership roles is growing and I find myself looking for leadership 51 5 Copyright © Anna 1 M. Young, 2013 5 1 CONSIDERING LEADERSHIP WORKSHOP SERIES opportunities within my school and school board. For all of the abovementioned activities, I believe I have begun leadership preparations. This project has been inspired by my past and present experiences. I firmly believe that for me, my interest in leadership has been a gradual process with each experience initiating and influencing a subsequent experience. This project has been another stepping stone in my leadership development, particularly as I reflect upon aspects of the workshops I have developed. Workshop Development Reflections Developing this workshop series has been a tremendous professional development experience for me. I have had the opportunity to blend the research skills I have acquired as a graduate student with the planning skills I have acquired as a teacher. This has been a true case of research meeting practice. When I began this project I knew very little about the role of principal according to the Ministry’s expectations. I also did not have much experience reflecting upon the role of the principal in an educated and informed manner. One of the reasons I began looking into leadership was to broaden my understanding of what is involved in leading, as well as understanding why and how decisions may be made by a principal. What I did not realize prior to this project is the depth and breadth of expectations the Ministry and school boards place on our principals. There are specific goals articulated by school boards which they are accountable for achieving. The responsibility of achieving the goals rests on the effectiveness of the principals to influence their staff to move forward. As I began planning the workshops I knew that I wanted them to be meaningful in such a way that the participants would be engaged in critical self-reflection and dialogue 52 5 Copyright © Anna 2 M. Young, 2013 5 2 CONSIDERING LEADERSHIP WORKSHOP SERIES with other aspiring leaders. My goal was to help others like myself through the decisionmaking process involved in making a transition into principalship. I knew it was also important for aspiring leaders to understand the Ministry’s priorities and how they define the role of principal leaders. Prior to developing this workshop series, I didn’t have a solid understanding of the full responsibilities of the principal nor the specifics of all areas in which they are held accountable. When developing the workshops I tried to view their content and presentation order from the perspective of the participants. The first workshop needed to engage the participants immediately and get them thinking about themselves as leaders. I knew it was important for the workshops to begin by allowing the participants to make leadership personal. I also knew that the format needed to allow for different comfort levels in the participant group. Activities therefore vary from individual reflections for personal thoughts to large group discussions for sharing. The format allows those comfortable with listening and those comfortable with talking aloud in a forum to do so. It is important for adult learners to have time to think, reflect, discuss, and share their ideas. It is also important for them to do so in a safe environment where their opinions are respected. The goal of the first workshop was to establish a welcoming environment in which sharing and reflecting with others would be a comfortable experience. I also wanted to introduce the participants to reflective writing which would form a basis for their development in and across the workshops. The second workshop was designed to introduce the participants to the broader context of educational leadership in Ontario. At this point they would have had opportunities to share, reflect, and discuss personal experiences in leadership with others who have similar goals. The second workshop moves the participants away from their 53 5 Copyright © Anna 3 M. Young, 2013 5 3 CONSIDERING LEADERSHIP WORKSHOP SERIES experiences so that they may open themselves up to the Ministry’s definitions and expectations of educational leadership. The participants are invited to consider new and relevant leadership information. Workshop three considers the issues relevant to principal leadership. The content of this workshop is derived from personal experiences and various informal conversations with principals in a variety of settings. I felt that it was important to include a whole workshop dedicated to the special considerations required when making a decision to become a principal. This workshop addresses the day-to-day realities of being in a principal position, issues which are not necessarily discussed in Ministry documents or initiatives. I also felt it was important to have discussions about participants’ level of readiness given these considerations. Following this discussion I thought it was appropriate to reflect on resilience. The considerations addressed are thought-provoking and may not necessarily be the first things someone may think about when making a decision to move into leadership. This workshop invites the participants to consider how they handle conflict and crisis. Challenges are presented almost daily within a school setting and the leader is the looked to for solutions and direction. Taking time to consider how the participants react to challenges is important. The fourth workshop was designed to bring the participants closer to considering their future as a school leader. This workshop invites the participants to critically reflect upon their current leadership practice through the use of the Self-Assessment Tool for Aspiring Leaders. I felt it was important for the participants to actively engage in the Ministry’s leadership expectations. The participants need to know what would be expected of them as a principal. I also felt it was important to provide opportunities for 54 5 Copyright © Anna 4 M. Young, 2013 5 4 CONSIDERING LEADERSHIP WORKSHOP SERIES the participants to begin further preparations for leadership by introducing them to administrative portfolios. Reflective practice is an ongoing theme throughout the workshops. I felt this was important to build into the workshops because decision-making and vision development require critical reflection. I wanted to emphasize the importance of reflection in positions of leadership. Workshop Content Reflections The workshop content moves the participants through different phases of the reflective process in an attempt to make an informed decision about their transition into school administration. I am currently contemplating this decision and feel that I could benefit from reflecting upon some aspects of the workshops which can be successfully completed without discussion. One role of a school leader is to develop and articulate a vision for the school as a learning community. School leaders must be able to assess the strengths and needs of their staff and students so that there is a baseline for developing an improvement plan. The school leader must also be aware of the role of the parent community and community partners in education so that they may be invited to assist the school community in achieving their goals. Effective leaders are measured by their purpose. Success and effectiveness are measured by comparing their purpose with desired outcomes. Effective leaders are able to successfully assess the needs of their school, develop a vision and improvement plan based on those needs, articulate the needs and goals to all stakeholders, and finally, their ability to influence the changes needed to move forward in fulfilling their vision. I believe that regardless of the articulated vision, effective school 55 5 Copyright © Anna 5 M. Young, 2013 5 5 CONSIDERING LEADERSHIP WORKSHOP SERIES leaders must be successful at developing others. The heart of our schools is the people, specifically the children. Effective school leaders are able to influence change by building and developing relationships, and by providing opportunities for the relationships and change to occur. Changes in student achievement can occur with effective instructional leadership. Relationships can be built with distributed leadership. Leaders build their integrity and respect through authentic leadership. The Ministry’s goals for leadership have the potential to build a foundation for success. Currently, I am in a position of leadership within my school. My role is multifaceted and it requires that I work closely with the students, staff, parents, and community agencies. Referrals for student assessments and consultations are my responsibility. It is through parent, school, and community connections that childrens’ needs are met in terms of appropriate academic programming, occupational therapy, physiotherapy, and speech and language therapy. I organize meetings between the school, parents, and community agencies to discuss assessments, set goals, and implement programs. Within the school, I am a resource for teachers and parents. They seek my input on such issues as Individual Education Plan development, student accommodations, program modifications, and assessment analysis. New information regarding exceptionalities, workshops, or training is provided to me for distribution to staff as necessary. Much of my role is also to help teachers develop appropriate programming, as well as provide a variety of academic interventions. This requires that I either have the knowledge and skills to provide this information, or that I bring the knowledge and skills to the school through various professionals. Part of my role is to advocate for the students to ensure that they are receiving appropriate accommodations and modifications in their 56 5 Copyright © Anna 6 M. Young, 2013 5 6 CONSIDERING LEADERSHIP WORKSHOP SERIES program. One of my leadership qualities is my authentic belief in serving our students. This is partly done through building relationships with their teachers and through building relationships with the students and their families. I am able to investigate and foresee the academic needs within the school, and then prioritize the needs so that all are accommodated as required. Often I am able to make this work for everyone, but it requires a degree of compromise. Another leadership quality I possess is my ability to listen to others. This is particularly important when chairing a meeting, conversing with a colleague, or working with my students. Listening allows me to observe carefully. Observation is as important as listening and speaking because much can be learned by allowing others to express their thoughts, ideas, and opinions. Lastly, I believe in the power of distributed leadership. Sharing responsibility, while maintaining accountability, is one way to ensure that everyone’s strengths are being maximized and everyone is able to contribute to the common vision of the school. It is very important for everyone to feel as though they are contributing to the school’s vision, and distributed leadership provides that opportunity. The second workshop shifts from reflecting upon participant experiences in leadership to how the participants view themselves within the Ontario Ministry of Education’s five core leadership capacities. The first core leadership capacity mentioned in the literature is setting goals. Currently, our school team reviews and updates school data regularly as part of our school improvement plan to improve student achievement. I am involved in building this shared vision for the school and use the goals to help facilitate my programming as the special education resource teacher. To date, I have helped other staff members work towards the goals articulated in the school improvement 57 5 Copyright © Anna 7 M. Young, 2013 5 7 CONSIDERING LEADERSHIP WORKSHOP SERIES plan by assisting with individualized programming and instruction. The area of concentration has been language-based; however, as the mathematics teacher for Kindergarten and grade one, the goals I have set for my students are aligned with the school improvement plan’s goals. I am familiar with goal-setting, in particular setting SMART goals as outlined by the Ministry. Another core leadership capacity is aligning resources with priorities. In the true sense of this expectation, I am not currently in a position to make decisions regarding school finances, capital, human resources, and the allocation of resources. However, I do engage in conversations with administration regarding the purchasing and allocation of physical resources, and where appropriate, human resources. I have been involved in professional learning communities and work daily to build a collaborative learning culture with my colleagues. As the only special education resource teacher, it is extremely important for me to work collaboratively with all of the staff to improve student achievement and foster targeted instruction to meet the individual needs of our students. Lastly, the Ministry emphasizes the ability to engage in courageous conversations as a key leadership capacity. Conversations which act to foster innovation, provide feedback, and lead to student improvement are important in building relational trust and in solving problems. Upon reflection, this is one area in which I hesitate at times. I am comfortable in discussing student needs and suggesting appropriate programming and support; however, I sometimes hesitate to bring forward concerns or challenge assumptions in a larger, open forum with my colleagues. Comfort in this area is important as an administrator, and an area which needs more personal attention. At this point in my career, I feel that I am moving towards a position in school administration. My interest in becoming a principal has evolved as my education and 58 5 Copyright © Anna 8 M. Young, 2013 5 8 CONSIDERING LEADERSHIP WORKSHOP SERIES experiences have deepened. Pursuing my Master of Education degree, and specifically developing this project, has been a pivotal experience in my decision-making process. I have taken the time to investigate all aspects of school administration and understand the depth of the position. The decision to become a principal should not be made in a quick and uninformed manner. Individuals need to become knowledgeable about education in Ontario from the perspective of an administrator and understand all that is involved in being an administrator both personally and professionally. School administration carries much responsibility and requires much diligence. The rewards of the position have the potential to far outweigh the difficulties. In this sense, it is not much different than teaching. What makes principalship different is the potential to change and influence outcomes on many levels and for many different kinds of people. The role of principal is about service to children, families, and the greater community. This in itself is rewarding. References Barty et al. (2005). Unpacking the issues: Researching the shortage of school principals in two states in Australia. The Australian Educational Researcher, 32(3), 1-18. Blasé, J. & Blasé, J. R. (1998). Handbook of instructional leadership: How really good principals promote teaching and learning. London, UK: Sage. Brown, G., & Irby, B. J. (2001). The principal portfolio (2nd ed.). Thousand Oaks, CA: Corwin Press. Browne-Ferrigno, T. (2003). Becoming a principal: Role conception, initial socialization, 59 5 Copyright © Anna 9 M. Young, 2013 5 9 CONSIDERING LEADERSHIP WORKSHOP SERIES role-identity transformation, purposeful engagement. Educational Administration Quarterly, 39(4), 468-503. doi: 10.1177/0013161X03255561 Bush, T. (2008). Leadership and management development in education. Los Angeles: Sage. Chikoko, V., Naicker, I., & Mthiyane, S. E. (2011). Leadership development: School principals’ portfolios as an instrument for change. Education as Change, 15(2), 317-329. doi: 10.1080/16823206.2011.619070 Clarke, S., & Wildy, H. (2010). Preparing for principalship from the crucible of experience: Reflecting on theory, practice and research. Journal of Educational Administration and History, 42(1), 1-16. doi: 10.1080/00220620903462116 Corcoran, S. P., Schwartz, A. E., & Weinstein, M. (2012) Training your own: The impact of New York City’s aspiring principals program on student achievement. Educational Evaluation and Policy Analysis, 34(2), 232 – 258. doi: 10.3102/0162373712437206 Cranton, P. (2006). Understanding and promoting transformative learning: A guide for educators of adults (2nd ed.). San Francisco, CA: Jossey-Bass. Dewey, J. (1933). How we think. New York, NY: Heath. Duncan, H. E., & Stock, M. J. (2010). Mentoring and coaching rural school leaders: What do they need? Mentoring & Tutoring: Partnership in Learning, 18(3), 293-311. doi: 10.1080/13611267.2010.492947 Finnigan, K. S. (2010). Principal leadership and teacher motivation under high-stakes accountability policies. Leadership and Policy in Schools, 9(2), 161-189. 60 6 Copyright © Anna 0 M. Young, 2013 6 0 CONSIDERING LEADERSHIP WORKSHOP SERIES doi: 10.1080/15700760903216174 Gulcan, M. G. (2012). Research on instructional leadership competencies of school principals. 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Principal Leadership, 3(2), 20-23. Klar, H. W. (2012). Fostering department chair instructional leadership capacity: Laying the groundwork for distributed instructional leadership. International Journal of Leadership in Education, 15(2), 175 – 197. 61 6 Copyright © Anna 1 M. Young, 2013 6 1 CONSIDERING LEADERSHIP WORKSHOP SERIES doi: 10.1080/13603124.2011.577910 Leithwood, K., & Riehl, C. (2003). What we know about successful school leadership. Philadelphia, PA: Laboratory for Student Success, Temple University. Luu, K., N. (2010). Ontario principal preparation programs: How are aspiring school administrators trained? The International Journal of Learning, 17(4), 381-390. Retrieved from http://ijl.cgpublisher.com/product/pub.30/prod.2733 Lynch, J. M. (2012). Responsibilities of today’s principal: Implications for principal preparation programs and principal certification policies. Rural Special Education Quarterly, 31(2), 40-47. Nesbit, P. L. (2012). The role of self-reflection, emotional management of feedback, and self-directed leadership development. Human Resource Development Review, 11(2), 203-226. doi: 10.1177/1534484312439196 Ontario College of Teachers. (2009). Principal’s qualification program guideline, 1-24. Retrieved from http://www.oct.ca/~/media/PDF/Principals%20Qualification%20Program%20200 9/Guide/principals_qualification_program_e.ashx Ontario Ministry of Education. (2009). Ideas into action: Engaging in courageous conversations. Ontario Leadership Strategy, 1-16. Retrieved from http://www.edu.gov.on.ca/eng/policyfunding/leadership/IdeasIntoAction10.pdf Ontario Ministry of Education. (2010). Ideas into action: Promoting collaborative learning cultures: Putting the promise into practice. Ontario Leadership Strategy, 1-24. Retrieved from http://resources.curriculum.org/LNS/summerinstitute/files/ 62 6 Copyright © Anna 2 M. Young, 2013 6 2 CONSIDERING LEADERSHIP WORKSHOP SERIES PromiseIntoPractice.pdf Ontario Ministry of Education. (2010). Ideas into action: Setting goals: The power of purpose. Ontario Leadership Strategy, 1-32. Retrieved from http://www.edu.gov.on.ca/eng/policyfunding/leadership/IdeasIntoAction11.pdf Ontario Ministry of Education. (2011). Quick Facts, Supporting the Ontario Leadership Strategy, Evaluation of the Strategy, 1-2. Retrieved from http://www.edu.gov.on.ca/eng/policyfunding/memos/nov2011/EvaluationOLS.pdf Ontario Ministry of Education. (2012). Board Leadership Development Strategy Requirements Manual. Retrieved from http://www.edu.gov.on.ca/eng/policy funding/leadership/BLDS2012Manual.pdf Polizzi, J. A., & Frick, W. C. (2012). Transformative preparation and professional development: Authentic reflective practice for school leadership. Teaching & Learning: The Journal of Natural Inquiry & Reflective Practice, 26(1), 20-34. Retrieved from http://works.bepress.com/joseph_polizzi/5/ Southworth, G. (2002). Instructional leadership in schools: Reflections and empirical evidence. School Leadership and Management, 22(1), 73-91. doi: 10.1080/13632430220/43042 Spillane, J., Halverson, R., & Diamond, J. (2001). Towards a theory of leadership practice: A distributed perspective. Journal of Curriculum Studies, 36(1), 3-34. doi: 10.1080/0022027032000106726 Styron, R. A. Jr., & Styron, J. L. (2011). Critical issues facing school principals. Journal of College Teaching and Learning, 8(5), 1-10. 63 6 Copyright © Anna 3 M. Young, 2013 6 3 CONSIDERING LEADERSHIP WORKSHOP SERIES Tracy, G., & Weaver, C. (2000). Aspiring leaders academy: Responding to the principal shortage. NASSP Bulletin, 84(618), 75-83. doi: 10.1177/019263650008461810 Yerkes, D. M., Guaglianone, C. L., & Curtis, L. (1998). The administrative portfolio. Thrust for Educational Leadership, 27(7), 28-31. Ylimaki, R. M. (2007). Instructional leadership in challenging US schools. International Studies in Educational Administration, 35(3), 11-19. Appendix A: Workshop Article References Workshop #1 Harrison, C., & Killion, J. (2007). Ten roles for teacher leaders. Educational Leadership, 65(1), 74-77. Retrieved from www.csun.edu/~knowlands/Content/SED610/Leadership/harrison and killion ten roles for teacher leaders.pdf Ontario Ministry of Education. (2007). Leadership framework for principals and viceprincipals. Retrieved from www.edu.gov.on.ca/eng/policyfunding/leadership/pvpleadershipframework.pdf 64 6 Copyright © Anna 4 M. Young, 2013 6 4 CONSIDERING LEADERSHIP WORKSHOP SERIES Workshop #2 Ontario Ministry of Education. (2009). Five core capacities of effective leaders. Ideas Into Action, Bulletin #1. Retrieved from www.edu.gov.on.ca/eng/policyfunding/memos/october09/Ideas_into_ Action_Fall2009.pdf Ontario Ministry of Education. (2011). Quick Facts. Ontario Leadership Strategy. Retrieved from www.edu.gov.ca/eng/policyfunding/leadership/OLS_QuickFacts.pdf Workshop #3 Leithwood, K. (2010). Evolving perspectives: Leaders and leadership. In Conversation, 11(2), 1-12. Retrieved from www.edu.gov.ca/eng/policyfunding/leadership/winter2010.pdf Marshall, S. (2009). Values-driven leadership. In Conversation, 1(2), 1-8. Retrieved from www.edu.gov.on.ca/eng/policyfunding/leadership/winter2009.pdf Munby, S. (2009). The authentic leader. In Conversation, 11(1), 1-8. Retrieved from www.edu.gov.on.ca/eng/policyfunding/leadership/Authentic_LeaderFall09.pdf Workshop #4 Ontario College of Teachers. (2009). Principal’s qualification program guideline, 1-24. Retrieved from http://www.oct.ca/~/media/PDF/Principals%20Qualification%20Program%20200 9/Guide/principals_qualification_program_e.ashx Schroer, D., & Baughn, J. (2006). Leadership strategies for new and aspiring 65 6 Copyright © Anna 5 M. Young, 2013 6 5 CONSIDERING LEADERSHIP WORKSHOP SERIES administrators. Leadership Matters, 10-11. Retrieved from https://www.acteonline.org/uploadedFiles/Publications_and_E-Media/files/filestechniques-2006/Leadership-Matters-March-2006.pdf Sorum-Brown, J. (2006). Reflective practices for transformational leaders. FutureAge, 6-9. Retrieved from http://www.leadingagecolorado.org/custdocs/reflective%20practices%20for%20th e%20transformational%20leader.pdf The Institute for Education Leadership. (n. d.). Self Assessment Tool for Aspiring Leaders, 1-13. Retrieved from http://iel.immix.ca/storage/6/1300729836/SAT_for_Aspiring_Leaders__Electronic_Form.pdf Yerkes, D. M., Guaglianone, C. L. (1998). The administrative portfolio. Thrust for Educational Leadership, 27(7), 28-31. Appendix B: Recommended Reading List Websites www.education-leadership-ontario.ca (The Institute for Education Leadership) www.inspirelearning.ca www.ontario.ca/eduleadership www.opc.ca (Ontario Principal’s Council) - Aspiring School Leaders Program www.principals.on.ca 66 6 Copyright © Anna 6 M. Young, 2013 6 6 CONSIDERING LEADERSHIP WORKSHOP SERIES Online Ontario Ministry of Education Publications http://www.edu.gov.on.ca/eng/policyfunding/publications.html Webcasts School Effectiveness Framework. Retrieved from http://resources.curriculum.org/secretariat/framework/index.shtml Appendix C: Leadership in Ontario Powerpoint Presentation Slides and Notes Leadership in Ontario 67 6 Copyright © Anna 7 M. Young, 2013 6 7 CONSIDERING LEADERSHIP WORKSHOP SERIES The purpose of this powerpoint is to provide information to the participants about Ontario’s leadership initiatives so that the participants will understand the vision of Ontario’s education system. Reach Every Student: Energizing Ontario Education This initiative was developed in 2008 to identify school leadership as the determining factor in the successful achievement of Ontario’s three educational priorities. Ministry Priorities High levels of student achievement Reduce gaps in student achievement Increase public confidence in publicly funded education The Ministry has identified three core education priorities: 1) High levels of student achievement 2) Reduce gaps in student achievement 68 6 Copyright © Anna 8 M. Young, 2013 6 8 CONSIDERING LEADERSHIP WORKSHOP SERIES 3) Increase public confidence in publicly funded education The achievement of the three core education priorities lies in the collaborative professionalism of school leaders and educators. Utilizing effective practices grounded in research will be used to improve educator practice and student learning. High quality leadership practices can support the effective implementation of the three core priorities and provide a supportive learning environment for all students and educators. Ontario Leadership Framework - Describes what good leadership looks like and provides a foundation for implementing the Ontario Leadership Strategy - supports career-long professional learning and helps guide learning-focused conversations about effective leadership practices and approaches to resolving issues - focuses on the five core leadership capacities: 1) Setting goals 2) Aligning resources with priorities 3) Promoting collaborative learning cultures 4) Using data 69 6 Copyright © Anna 9 M. Young, 2013 6 9 CONSIDERING LEADERSHIP WORKSHOP SERIES 5) Engaging in courageous conversations - OLF is being revised in 2012/2013 - the focus will be on further identifying core leadership practices in different phases of leadership development and in various contexts that show the greatest evidence of influencing student achievement - Ministry is working on a career cycle/staged approach to leadership development Ontario Leadership Strategy Board Leadership Development Strategy The Ontario Leadership Strategy (OLS) was launched in 2008 - Comprehensive plan of action designed to support student achievement and wellbeing by attracting and developing skilled and passionate school and system leaders - The idea is that the province’s three core priorities in education can be achieved by improving school and system leadership - Province is committed to supporting leadership development and working with other Ministries to improve conditions for effective teaching and learning in schools and classrooms - Components of the OLS: Ontario Leadership Framework, programs for system leaders, leadership publications, the Principal Congress, and the Board Leadership Development Strategy 70 7 Copyright © Anna 0 M. Young, 2013 7 0 CONSIDERING LEADERSHIP WORKSHOP SERIES Board Leadership Development Strategy: the purpose is to provide direction to districts to help them develop a plan of action for leadership development that supports the Board Improvement Plan and the Ministry’s three core priorities Ontario Institute for Education Leadership - responsible for developing the Ontario Leadership Framework - brings together leaders’ associations and the Ministry to collectively promote research, policy, and practice related to improving school and system leadership - Developed APPLIKI, a web-based clearinghouse through which Ontario districts can share resources and tools to support leadership development. Leadership Supports - Succession Planning Mentoring Principal Performance Appraisal Leadership Publications: - Ideas Into Action - In Conversation - Principals Want to Know Funding and supports have been provided to school boards to support succession planning 71 7 Copyright © Anna 1 M. Young, 2013 7 1 CONSIDERING LEADERSHIP WORKSHOP SERIES - Mentoring has benefited over 3500 principals and vice-principals; two-year mentoring is provided to new prinicpals and vice-principals - The principal performance appraisal focuses on goals that promote student achievement and well-being - The purpose of leadership publications is to engage leaders in relevant issues, research, and practical strategies. 72 7 Copyright © Anna 2 M. Young, 2013 7 2