EDU8311 Assignment 1 Concepts of Theories in Educational Management Katrina Leech Student number #1115663 “In most cases, what is at issue is not the truth or falsity of a metaphor but the perceptions and inferences that follow from it and the actions that are sanctioned by it. In all aspects of life, not just in politics or love, we define our reality in terms of metaphors and then proceed to act on the basis of those metaphors. We draw inferences, set goals, make commitments and execute plans, all on the basis of how we in part structure our experience, consciously and unconsciously, by means of metaphor.” (Lakoff & Johnson, 1980) Introduction This assignment examines the nature and functions of educational administration theory. In particular, the rational-technical and organic approaches within the functionalist paradigm. It will critically analyse the historically dominant, machine and organism analogy against the nature of knowledge, reality, society and humanness. Firstly, suggesting mechanistic approaches are based on an objectivist view that organisations are independent of their environment reflecting the assumption that organisations are structured as parts with existing relationships between each part. Order and stability are natural states in society and reality is found as individuals behave and respond to events in expected ways also reflected in the bureaucratic theory. In comparison, the organism metaphor will be stated as more of an assumed process than a structure with interdependent functions to be carried out for survival of the whole. Individuals interact with their environment to satisfy their needs completing tasks more as an adaptive go between than a reactive device, with neither approach leaving little room for flexibility. These approaches will be illustrated by an image that provides the framework of concepts historically and into the future. Finally, this paper will argue that educational administration today is still heavily guided from a narrow, functionalist viewpoint with current organisational structures and management processes reflective of these approaches limiting creativity and idea generation, ultimately reducing innovation. Therefore, more broadly constructed views need to be examined and a new set of principles will have to be found to improve the practice into the future as it is not what this paper will prove, rather what it suggests. (Fiol, 1989) Organisations are the object of analysis within the social sciences and our interpretations are based on preconceived ideas, assumptions and theories to understand our reality. These assumptions can be explained through the use of metaphors which suggest the way we perceive reality such as the view that organisations are machines. Used in this way 1 they enhance our understanding by referring to “something unfamiliar in terms of something familiar.” (Inns, 2002) Machine Metaphor Nature of Knowledge The machine metaphor views organisations as "machines made up of interlocking parts that each play a clearly defined role in the functioning of the whole." (Morgan, Images of Organization, 1986) Each part (worker, individual, human) of the ideal machine completes pre-programmed tasks in an efficient, consistent and perfectly timed manner. Further, there is only one correct way to complete each task for consistency of product output. While a machine may be a useful image to portray the structural side of some organisations it neglects the human aspects, therefore, one-sided “incomplete, biased, and potentially misleading as an organization is not a machine and can never really be designed, structured, and controlled as a set of inanimate parts.” (Morgan, 2006) Its’ origins stem from ‘scientific managements’ pioneer Frederick W. Taylor whose aim was to improve industrial efficiency. His principles for redesigning organisations focused on: 1. moving all responsibility to managers 2. matching workers to jobs based on capability and motivation 3. retraining workers to complete tasks based on time and motion studies to effect maximum efficiency 4. “monitor worker performance to ensure that appropriate work procedures are followed and that appropriate results are achieved." (Morgan, Images of Organization, 1986) As a result, many factories observed positive results and subsequently the trend towards bureaucratisation and routinisation developed as the answer to all organisational structures. Taylor wrote, workers “must do what they are told promptly and without asking questions or making suggestions. … It is absolutely necessary for every man in an organization to become one of a train of gear wheels.” (Klaw, 1979) The suggestion dehumanises and deprioritises people to slave-like parts who behave like inanimate objects enabling a perception that there is a world ‘out there’ that exists without the acknowledgement of a conscious mind. Machine thinking still dominates modern workplaces today and underpins the development of bureaucratic organisations. Weber suggests that “bureaucratic form routinizes the process of administration exactly as the machine routinizes production.” (Morgan, 2006) 2 Nature of Humanness Through the machine lens, people are parts of the organisation who respond and behave to events in predictable ways subservient to hierarchal instructions and perform their duties to serve organisational goals. Selection and promotion is based on a Tayloristic view that all workers are motivated by money. This encouraged the idea of “a fair day's pay for a fair day's work……. if a worker didn't achieve enough in a day, he didn't deserve to be paid as much as another worker who was highly productive.” (Mind Tools, 2019) Organisations such as TAFE traditionally remunerate workers based on a set award and salary scale that automatically increases due to time served. The mechanistic view would suggest that a pay rise alone would provide workers the motivation to remain compliant and a suitable punishment for non-performance would be retrenchment. Conversely, people’s work performance is dependent on social issues and job satisfaction, and that monetary incentives and good working conditions are generally less important in improving employee productivity than meeting individuals’ need and desire to belong to a group and be included in decision making and work.” (Lumen Learning, 2019) According to (Bolman & Deal, 2003) “Adler & Borys 1996 argues that a formal structure enhances morale if it helps us get our work done, however, negative impacts are observed if it gets in our way, buries us in red tape or makes it easier for management to control us.” Moreover, organisations with heavily standardised procedures and clear cut job roles are often unable to effectively adapt to changing circumstances as the structural divisions in job roles, departments and hierarchical levels tend to cause road blocks due to a lack of ready-made solutions. Individuals and/ or departments end up disputing about the best way forward which is often compounded by staff with a unionistic, mechanistic attitude of ‘it’s not my job’ resulting in disruption and backlogs of work. As a result, the flow on affect is hours of ad-hoc meetings involving business review groups and professional committees in order to brainstorm innovative solutions to problems “which, because they have to be planned to fit rather than disrupt the normal mode of operation, are often too slow or too late for dealing with issues. Problems of inaction and lack of coordination thus become rife, because we are dealing with people, not inanimate cogs and wheels.” (Morgan, 2006) Nature of Society Society is viewed as being ordered, cohesive and stable with education organisations a part of the social system that makes up society. As a result organisations work together to reach common goals that are best for society as a whole with administrators within 3 organisations in place to promote stability and enforce compliance. Education is viewed by many in the community as being “the major allocator of where you will be in society” (Tucker, 2012) subsequently, the pressures and functions performed by educational organisations have increased as “today’s society hold the school systems responsible for raising the individual according to the expectations of the society” (Tatlidil, 1993) with demands for greater effectiveness and efficiency on the public sector observed. Therefore, todays educational organisations such as TAFE are required to prepare and develop students to meet the needs of industry skills shortages and upon graduation enter society as worthwhile individuals. Nature of Reality The machine metaphor suggests one reality where individuals behave and respond to events in expected ways. Rules, policies and standard operating procedures limit discretion and help ensure predictability and uniformity. Workers perform their duties with reliability, predictability and efficiency, a lot like a machine which would work well under the same conditions where machines work well, that is: “(a) when there is a straightforward task to perform (b) when the environment is stable enough to ensure that the products produced will be appropriate ones (c) when one wishes to produce exactly the same product time and again (d) when precision is at a premium; and (e) when the human “machine” parts are compliant and behave as they have been designed to.” (Morgan, 2006) Nevertheless, in reality it only works in a stable environment where goals and duties are consistent and no changes are required, which is uncommon in a contemporary workplace especially that of an educational organisation. Recently, a new student management system was released to replace administrative functions currently completed by TAFE staff. Structured to complete pre-determined goals, it was partially released in the peak enrolment period, however, being cloud based was very slow and inflexible. The organisation was unable to adapt to the changing circumstances in a flexible or timely manner which almost stopped student enrolments to catch up on processing. Flexibility and creativity to redesign the system was required although what occurred was additional staff working around the clock to complete the backlog, which was mechanistic in nature as humans had to fit in with the machine. 4 Organism Organisations Nature of Knowledge The metaphor that ‘organisations are living organisms' views the organisation as a living system in a wider environment and needs to be able to adapt to change in order to survive, (Cummings & Thanem, 2002), (Hatch, 2011), (Tsoukas, 1991). The organisation is observed as a process rather than a structure with interacting components. This biological view of organisations is somewhat warmer although the metaphor still paints humans as obedient to the organisation working harmoniously with each other to do what is best. As a result, this raises organisations to the position of a living being that warrants care while dehumanising the individual. According to population ecology theorists, organisational survival is determined by the environment and dependent on its limited resources in order to compete with their competition. Therefore, the organisation that adapts and innovates to obtain the most resources will survive over its competitors and ultimately determined by the environment. Nature of Humanness From a functionalist viewpoint, order and stability are natural states in society where everyone works together in agreement and does what is best for society presuming that there is a consensus that can survive “peoples’ moods, preferences and impulses.” (Sungaila, 1990) This assumption indicates that employees within this ‘organism’ are merely functioning components who work harmoniously with each other neglecting the fact that they have complex needs of their own. To this point, the Hawthorne studies into managerial strategy conducted in the 1920’s and 1930’s argued that individuals have complex needs that must to be satisfied to feel fulfilled. These studies highlighted that people were more productive and motivated when their social and psychological needs were met. Morale improved when staff were shown more attention by their managers and given more autonomy. Further, Maslows’ hierarchy of needs suggests that for people to work to their full potential and fulfil their personal requirements all aspects of the pyramid must be met. Can organisations meet these needs? Some may meet the base levels potentially providing physiological needs such as regular income to put food on the table and employment security. The environment provides for human interaction and friendships which may satisfy social needs and belonging. However, for self-actualisation to occur, people need to be motivated by meaningful work that produces a feeling of accomplishment in order to reach their full potential and improve one’s self-image. Jobs with repetitive tasks that have low skill requirements are likely to be 5 widely seen as boring, routine, low discretional work resulting in human boredom, isolation and counterproductive work behaviour such as game playing and sabotage resulting in workplace absenteeism (Melamed, Ben-Avi, & Green, 1995). Further, employees within professional bureaucracies often view organisational changes as an interruption of their chosen work and as such the organisation “struggles when they try to exercise greater control over the operating core.” (Bolman & Deal, 2003) New policy initiated dramatic changes to Vocational Education and Training. In order to increase the number of people undertaking training in skills shortage areas the ‘Securing Jobs for Your Future’ policy introduced fully contestable public funding. As a result “non-TAFE providers’ market share increased from 10% ………. peaking to 75% in 2016” (Kniest, 2014) with TAFEs professional bureaucratic structure proving too slow and inflexible to respond swiftly. Regulatory bodies were also too slow to respond to unscrupulous providers who rorted the system through layering of courses and deceptive marketing. To compete, newer “cowboy TAFE CEOs — business people who began to lead TAFEs” (Kniest, 2014) copied some of the private providers model consequently cutting jobs and forcing people into retirement who outwardly criticised the ‘way forward’ in order to maintain the appearance of a consensus. Therefore, it would be presumptuous to assume that people in an organisation can work together harmoniously as the organism metaphor suggests. (Sungaila, 1990) argues that for organisations to maintain a consensus, political power play is often observed where “new actors will enter the arena, new alliances will be forged…….those who support the cause will be appointed to key positions and those who do not, if they cannot be removed…..will be marginalized” and other people will “adjust their behaviour to conform”. (Berger & Luckmann, 1966) Nature of Reality Viewing organisations as organisms integrates both the human and technical aspects of work acknowledging that enhanced job satisfaction reduces absenteeism, raises selfesteem and as a result work quality and productivity is improved. The organisation is seen as a sociotechnical system where any changes in technology or the environment will have human and technical consequences. However, in reality organisations need to be organised in a way that they can adapt quickly to a changing environment and satisfy the needs of people to survive. Conditions within an organisation are assumed that of reliability, predictability and stability, however in reality, educational organisations are filled with uncertainty, instability, complexity and variety (Sergiovanni, 1989). Staff are often specialised and unable to adapt to their changing environment which in turn put heavier 6 demands on the individual. “Pressures of globalization, competition, technology, customer expectations and workforce dynamics have prompted organizations worldwide to rethink and redesign structural patterns.” (Bolman & Deal, 2003) “Henry Mintzberg (1992, 2009) suggests that the strategy an organization adopts and the extent to which it practices that strategy result in five structural configurations: simple structure, machine bureaucracy, professional bureaucracy, divisionalized form, and adhocracy.” (Lunenburg, 2012) Table 1 - Adapted from Mintzberg’s Five Organizational Structures Structural Prime Coordinating Key Part of Type of Configuration Mechanism Organization Decentralization Professional Standardisation of Teachers constitute There is a top-down bureaucracy skills is relevant as the operating core of chain of command the core operating TAFE. from the General employees Manager down ‘educators’ require which constitutes certification to vertical perform their work. decentralisation and there is also horizontal decentralisation where non Administrators share decision making within teams. (Lunenburg, 2012) Based on table 1 above, TAFEs’ structure observes a professional bureaucracy being a relatively formal organisation providing individual discretion to its industry specialised educators who perform the majority of their duties in classrooms with their students, remote from their Managers and colleagues described as “an atmosphere of structural looseness” (Lunenburg, 2012) . TAFEs’ organisational structure can be described as a loosely coupled system where each area or department share commonalities although independent from each other. However, tight coupling is also observed within some areas especially where 7 regulation and certification occurs. Additionally, increased industry and society expectations of schools and TAFEs’ are explicit resulting in published NAPLAN test results, OP scores together with completion and job outcome rates. As a result, educational organisations over time observe “patterns of loose and tight coupling.” (Weick, 1976) Increased scrutiny of the education system has directly resulted in increasingly tight controls in areas that were once observed as loose such as the technical operating core. In the functionalist view, to improve human outcomes requires an improved operating core with consistency and accountability to establish order. Through a top-down approach regulation and routinisation to programs and classroom instruction have been implemented although its success is highly dependent upon teacher capability. Subsequently, teachers at TAFE are undeniably tightly coupled and accountable for human outcomes. Additionally, through the introduction of a ‘Master Product’ teachers are required to use set resources across every campus for consistency when in the past they were permitted to write their own. Nature of Society New species of organisations have appeared out of the need to adapt to their changing environment. Matrix organisations are a species that attempts to combine a functional and project team structure to utilise individuals’ specialisations in an innovative and adaptive manner although there are many deviations. Over the past two decades educational organisations such as TAFE have experienced a lack of creativity and innovation caused by their professional bureaucratic structure. To counteract this, a rise in working groups, project teams or similar have been implemented to innovate solutions to problems and/ or make a greater contribution to the strategic direction. According to (Hodgson, 2004) “project management has been put forward as a package of techniques able to cope with discontinuous work, expert labour and continuous and unpredictable change while delivering the levels of reliability and control of the traditional bureaucracy.” Consequently, Professional Learning Communities (PLC) have been put together at TAFE for each industry area to harmonise qualifications to a consistent product state-wide. Membership is mainly lateral including teachers for that industry across the state who adhere to schedules and plans with a middle manager as the chair who is required to provide regular project reports vertically. Project teams or similar are now seen as the means to promote and manage all creativity and innovative efforts throughout TAFE. However, the structure of the project team observe a bureaucratic structure and as a result, fail to break free and innovate or complete their specialised tasks in an efficient way. 8 Conclusion Mechanistic approach to organisation may be effective in terms of managerial control in certain organisations in stable times. However, in an ever changing social and economic climate, its restrictions are concerning and tend to limit human capability. In bureaucratic systems, individuals tend to spend hours completing routinised, mindless tasks although given the opportunity, may have the capacity to make worthwhile contributions. Based on these limitations, further analysis needs to be completed in order to understand the diverse ways in which organisations operate. Groups of organisations need to be examined in terms of adaptation and survival rather than single organisations as changing environments may observe whole industries dissolve. The core strength of the organism metaphor is in its links between organisations and the environment. Organisations are acknowledged as open systems that have processes rather than a collection of parts which encourages a view of a living, flexible system. Furthermore, it focusses on a balance of internal needs that must be mutually satisfied in order to survive with survival observed as a process rather than and ends mean. It also demonstrates that different species of organisations have different options when structuring and can operate as teams, project based, matrixes and adhocracies. It’s sociotechnical approach and ecology view supports Maslows’ hierarchy of needs and suggests the importance of harmonious inter-organisational relationships if an organisation is to innovate and evolve. However, the limitation with seeing an organisation as an organism is also in the assumption that organisations are harmonious and that there is one true form which can lead us to a distorted view and ideology of an organisation as an abstract object. Consequently, when we view organisations through the machine and organism metaphors we view people as parts whose function is to service organisational requirements which are valued greater than human beings. Therefore, for organisations to thrive and survive new metaphors need to be propagated and managers need to be aware of these assumptions and their effects. 9 10 References Bolman, L. G., & Deal, T. E. (2003). Reframing Organizations: artistry, choice and leadership 3rd Edition. San Francisco: Jossey-Bass. Cummings, S., & Thanem, T. (2002). The Ghost in the Organism. Organization Studies, 817-839. Delta Education. (2019, April 16). Organisms and Environment. 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