Teacher Leadership Work in Delaware 2004 – 2009 Hilary Mead, Kelly Sherretz and Shannon Holston Delaware Academy for School Leadership November 2009 1 This report describes the state of Delaware’s growing interest and involvement in the issue of teacher leadership. Delaware has been fortunate to receive ten years of generous funding from The Wallace Foundation, focused on building a Cohesive Leadership System. This has allowed the Department of Education (DOE), the Delaware Academy for School Leadership (DASL) and other partners to design, implement and evaluate a variety of projects intended to strengthen educational leadership to promote student achievement. It has become very clear that leadership is a skill, not a position, and that teachers as well as administrators can contribute powerfully to school improvement and instructional leadership. Delaware did not begin this teacher leadership work with clear parameters. Rather, over the past ten – and particularly five – years, an understanding of the practice and impact of teacher leadership has steadily increased, with implications for policy and research. This was true in Delaware and also nationally. 2004: Distributed Leadership and Succession Planning reveal potential of teacher leaders, need for more training and support As part of the Wallace grant, in 2004 Delaware articulated two “breakthrough ideas” to improve conditions and guarantee effective leadership into the future: 1. Develop exemplary models of distributed leadership 2. Develop a qualified pool of school leaders through succession planning Both of these projects targeted school districts as drivers of reform; change at the district level was intended to filter upwards (changing state-level policy, regulation, etc.) and downwards (affecting individual schools, teachers and students). Both projects focused primarily on school administrators: Distributed Leadership taught them to share responsibility and build teams, while Succession Planning focused on identifying the next generation of leaders. However, both projects involved teachers in crucial ways. As districts piloted these two projects, they demonstrated the potential of teacher leadership and also the need for increased training and support. 2 Distributed Leadership Distributing leadership means sharing responsibility for school improvement and student success and involving staff members in meaningful leadership roles. Delaware embraced the Distributed Leadership concept because by 2004 it had become abundantly clear that leadership mattered but that no one could do it alone. Researchers like Marzano, Waters and McNulty (2005), Leithwood (2004) and others were documenting the clear impact of leadership on student learning, while at the same time federal, state and local demands on the principal proliferated. Given the importance of instructional leadership but the limits of a 24-hour day, distributing responsibilities emerged as one important strategy. Distributed Leadership could improve working conditions, making the principalship more sustainable while also engaging stakeholders, especially teachers, in working towards school improvement. Distributed Leadership especially had potential to affect Delaware’s troubled secondary schools, which traditionally operated in departmental “silos” rather than in a collaborative fashion. The Distributed Leadership (DL) Project began with the premise of connecting research and practice. At a kickoff retreat, district teams learned about the research on teacher leadership and DL generally and about four particular models or strategies (High Schools That Work, Learning Focused Strategies, Breaking Ranks II and Professional Learning Communities). Four districts (New Castle County Vo-Tech, Appoquinimink, Christina and Indian River) subsequently received $25,000 minigrants to bring their own models of distributed leadership to life. Over the next three years, the project grew to 15 middle and high schools in seven districts. The distributed leadership model looked different in each case but always involved empowering and engaging teachers in responsibilities that were hitherto the principal’s. Participating schools learned research and theory about distributed leadership and school improvement with a different focus each year (e.g. in 2008 – 2009, it was developing SMART goals). Convening several times a year, schools receive training to 3 apply the research, share best practices, and consult with experts. Schools continuously revise their plan for distributing leadership in their school, which may include implementing professional learning communities, using teachers to deliver professional development, changing schedules or assignment, etc. Teachers in the schools have become a critical part of the school improvement process. As the project matured, it demonstrated four key insights about teacher leadership. First: teacher leaders could and did contribute meaningfully to school improvement. Several Distributed Leadership schools experienced positive change in their culture and student achievement (Buttram & Pizzini, 2009; Data accessed from DSTP Online Reports www.doe.k12.de.us ). Second: teachers who were engaged in the Distributed Leadership work expressed the desire for further development of their leadership skills. Third: administrators also had to develop new knowledge, skills and abilities as they collaborated more with teachers; this learning curve merited more study. Finally: distributing leadership was tightly coupled with other school improvement efforts. This was revealed in the program structure, as, for instance, Distributed Leadership teams and coaches received training in statewide information systems so they could delve further into their student data. By the fifth year, an independent evaluation found significant differences between DL and non-DL schools in the area of collaboration, although the embedding of DL with other reform efforts made it difficult to determine causation (Buttram and Pizzini, 2009). The evaluators concluded: What came through most clearly was the positive change in culture, particularly in the relationships among teachers and between teachers and administrators. Teachers in DL schools felt more aware, more empowered, and more listened to, both in terms of their traditional turfs (i.e. classroom curriculum, instruction and assessment) as well as in other less traditional areas (i.e. ninth grade orientation, student parking lot, professional support for other teachers) (Buttram and Pizzini, 2009, p. 20). 4 These examples demonstrate the breadth of teacher leaders’ contributions. This evaluation provided significant back up and momentum for DASL’s teacher leader policy efforts in 2009, described later in this report. Succession Planning While DL focused on teams working collaboratively to improve schools, Delaware’s Succession Planning project raised questions about those teachers’ and administrators’ career paths. This project followed the same basic structure as Distributed Leadership – a kick-off retreat for district teams followed by start-up grants to several districts, with the hope that all 19 would eventually implement succession plans. The overall goal was to motivate districts to take responsibility for cultivating their own future leaders rather than leaving it up to the state or to higher education. The project aimed to develop a cohort of 100 talented, prepared leaders statewide who could step up to fill the many projected administrative openings. Another goal was to diversify the pool of leaders. Launched one year after Distributed Leadership, Succession Planning soon intersected with it in interesting ways. Many teachers who had been engaged in Distributed Leadership now had a new opportunity for growth through their districts’ aspiring programs. There was now a clear pathway between teacher leaders and the principal’s office. Furthermore, districts were newly invested in identifying, developing and providing professional development to high-potential teacher leaders. This happened in formal and informal ways. Structured opportunities included skills and knowledge clusters (culminating in a 2 or 4% pay raise for completion) and school-based administrative internships. More generally, Succession Planning reinforced Distributed Leadership in highlighting teachers as a key resource for educational leadership and reform. This project succeeded in many of its aims. Participating districts had no difficulty filling administrative openings, and as of 5 2008, the aspiring pool numbered 104 individuals, 49 of whom had entered leadership positions and twelve of whom were minorities. 2007-2008: Research into career continuum and launch of teacher leadership consortium Distributed Leadership strengthened the collaboration and professional learning between administrators and teacher leaders, and Succession Planning created a clear trajectory between teacher leaders and the principalship. In 2007, Delaware turned to investigate the educational career continuum. The common sense understanding that educators need different things at different phases of their career was increasingly becoming expressed through policy, mostly focused on administrators but with implications for teacher leaders. In 2007, a state task force made recommendations for supporting and developing school leaders, “from aspiring to retiring.” As part of this work, DASL held six focus groups with administrators. One “takeaway” from these focus groups was that not all teacher leaders want to become administrators (or conversely, not all administrators would have chosen that role had others been available to them). Another was that principals rely on their teacher leaders and would be loathe to lose their voice and expertise from the classroom. With so much attention going to principals and their careers, key questions also emerged about teacher leaders: Did teacher leaders and administrators need the same skills and knowledge or not? What were the most effective ways to prepare people for these roles? What were the career prospects for a teacher leader who did NOT want to leave the classroom entirely? Delaware decided to explore these ideas further by developing a curriculum to prepare teacher leaders. A partial model for this already existed at Wilmington University and Delaware wanted to build upon this work and collaborate more broadly. Consultant Joe Murphy knew several other states investigating the same issues and connected Delaware to Kentucky, Ohio, Alabama and Kansas (KODAK, for short). This became the Five-State Consortium on Teacher Leadership. Joe Murphy facilitated this group’s work, and the Council for Chief State School Officers (CCSSO) 6 acted as a coordinator and fiscal agent. An initial meeting was held in Louisville, KY March 2008, and Delaware sent representatives from DOE, the Professional Standards Board, DASL and the University of Delaware as well as a former Teacher of the Year. The Consortium aimed to jointly investigate teacher leadership and in particular the best ways to prepare and develop teacher leaders. In the first meeting, the Consortium heard from two experts on teacher leadership, Mark Smylie (University of Illinois) and Marilyn Katzenmeyer (author of Awakening the Sleeping Giant) and began to develop a shared understanding of teacher leadership. In subsequent meetings, they adopted a common definition of teacher leaders: “Teacher Leaders are educators who use their expertise to improve student learning by working outside the classroom in formal and informal ways to augment the professional skills of colleagues, to strengthen the culture of the school, and to improve the quality of instruction.” Another obvious task was to develop standards, but states were in different places and Kentucky and Kansas already had standards. Instead, the Consortium agreed to allow standards to emerge from the “ground up” after the curriculum development. Despite contextual and policy differences, each of the KODAK states had a need for resources to prepare teacher leaders. Some were considering a teacher leader certificate, license or endorsement; others were collaborating with higher education to design new programs; others were planning to offer increased professional development for teacher leaders. In all these cases, states recognized that new learning had to take place. Great teachers often become teacher leaders, but the skills required to influence, mentor and collaborate with adults for school improvement are very different from those needed in the classroom with students. As Delaware was learning through Distributed Leadership, teacher leaders also had unique skills as compared to administrators. A teacher leader curriculum was seen as a way to distinguish, codify and build these new skills. Working with consultant Joe Murphy, the Consortium then began to design this curriculum. They drew on examples from various states including Delaware; Wilmington University’s John Gray 7 presented WU’s teacher leader coursework, which had recently been developed. The KODAK curriculum was designed for maximum flexibility. It consists of 14 courses, each with three foci. These could be used individually, in part or in whole to meet a variety of needs (new certificate, endorsement on an existing teacher certificate, university program, professional development session, etc.). The five states divided up the course development, according to local expertise. These were the course titles and state developers: A. DEVELOPING AN UNDERSTANDING OF THE WHOLE SCHOOL 1. Understanding How Schools Work [AL] 2. Understanding Professional Responsibilities of Leaders [KY] 3. Developing a Deeper Understanding of Leadership [OH] B. WORKING PRODUCTIVELY WITH OTHERS 4. Developing More Effective Interpersonal Skills [KY] 5. Learning to Coach/Mentor Others [OH] 6. Facilitating Productive Collaboration [DE] C. DEEPENING THE INSTRUCTIONAL CAPACITY OF COLLEAGUES 7. Designing and Implementing High-quality Professional Development [KS] 8. Recognizing, Assessing, and Supporting Quality Instructional Practices with Colleagues [KS] 9. Program Evaluation on Teacher Leaders [DE] D. LEADING SCHOOL IMPROVEMENT 10. 11. 12. 13. 14. Developing and Sustaining Professional Learning Communities [KS] Leading Change [DE] Teacher Leader Research I [AL] Teacher Leadership Research II [AL] Promoting Equitable Schools for Youngsters and Families [KY] The states also agreed on several principles to ensure that the curriculum would be useful – and used. Courses were to be grounded in what teacher leaders actually do and emphasize collaborative, inquiry-based learning and authentic assessments. They would facilitate partnerships between schools and universities, and would apply equally to teachers at any level, in any subject area. 8 2009: Policy Work in Delaware Taken together, the Teacher Leader course titles articulate five leading states’ thinking about what teacher leaders should know and be able to do. After a critical friends’ review in fall of 2008, the curriculum was finalized by the end of the year and states began using it in different ways. For instance, Kansas created a Teacher Leader Specialist Certificate and used the courses as professional development towards certification. Delaware’s policy work included several stages and groups, as illustrated here: For Delaware, an immediate task was developing Teacher Leader standards. A committee formed comprising representatives from DOE, DASL, DSEA, higher education, districts/charters, principals and of course teacher leaders. Using Kentucky and Kansas’ standards as models, the committee drafted standards for Delaware. These will be brought to the Secretary of Education for approval before being moved to the Professional Standards Board for consideration. (See appendix for Teacher Leader standards). 9 Delaware also needed to discuss policy changes to support teacher leadership more broadly. The value of teacher leaders in driving educational improvement and improving school culture was clear, and had been proven through the Distributed Leadership evaluation. Now there needed to be conversations about pre-service preparation, selection, professional development and incentives for teacher leaders. To tackle these issues, another committee formed, again with representation from diverse stakeholders. This group worked in subcommittees throughout summer 2009, ultimately approving the following eight policy recommendations: STANDARDS 1. Have the Professional Standards Board and the State Board of Education approve the teacher leader standards. EDUCATION/DEVELOPMENT Pre Service 2. Have the Professional Standards Board and the State Board of Education approve new coursework regulations that include a teacher leadership component for teachers seeking certification as assistant principals or principals and who already have a master’s degree. Professional Development 3. The DOE should put into regulation the NSDC recommendations for professional development (per the audit). 4. The Professional Standards Board should revise the clock hour requirements for licensure renewal for administrators so that 30% of the continuing education requirements are in the area of teacher leadership and aligned to the Teacher Leader Standards. Requirements for licensure renewal for teachers should be revised so that educational experiences in the area of teacher leadership become an approved category for continuation of one’s license. Add a requirement that a focus on teacher leadership be added to the teacher mentor program. 5. The DOE will assure that delivery of the teacher leader professional development is an important part of the professional development delivery system for the state (regional centers) and aligned to the Teacher Leader Standards. 10 6. Regulations should be developed to create a teacher leadership certificate built upon the new teacher leadership standards. CONDITIONS OF WORK Incentives/Recognition 7. Get legislation/amend legislation and develop regulations/revise existing regulations so that teachers who earn teacher leader certification from the National Board for Professional Teaching Standards earn a ten-year advanced teaching license. 8. Revise legislation to increase the number of academic excellence units earned by districts and require that a percentage of all units be allocated to school principals for the purpose of hiring a certified teacher leader to coach and mentor teachers at the building level. The issue of a teacher leader certificate (recommendation #6) provoked the most disagreement within the committee while also generating interest with other audiences. Originally, a subcommittee did propose establishing a new certificate, but the full policy committee disagreed. The discussion centered on practical questions (would there be extra money associated with the certificate?) and philosophical ones (would turning an informal responsibility into a formal role change who was motivated to become a teacher leader?). Concurrent with the committee’s deliberations in the spring and summer of 2009, teacher leadership also became a topic in other statewide work groups including the Enhancing Teacher Effectiveness Work Group and the Innovation Action Team (IAT) on Teacher Quality. (IATs were groups convened by DOE to guide the department’s strategic planning in several key areas and eventually to inform its Race to the Top application). In both committee reports, a teacher leader certificate was recommended as a strategy to attract, retain and develop outstanding teachers. With political momentum swinging towards creating a certificate, but the committee still divided, the group engaged in a structured brainstorming process called the Implications Wheel (or I-Wheel). This process fleshes out the possible implications of any change, in this 11 case creating a Teacher Leader Certificate. After reviewing I-Wheel data, the committee decided to move forward with this recommendation after all. This decision making process revealed some of the tensions inherent in Delaware’s work. By supporting and incentivizing teacher leadership, would the state change or “water down” who was drawn to the work? By creating positions called “Teacher Leader,” would the state discourage others from stepping up to leadership in informal ways? What would be the trade offs between gaining a teacher’s leadership contribution and losing part of his/her time in the classroom? Structuring teacher leadership is still new territory and consequences of policy actions are hard to predict. It is clear that teacher leadership elicits strong investment, beliefs and in some cases disagreement. Collaboration among stakeholders is thus essential. The policy committee’s final eight recommendations were to be brought to the Secretary of Education and her cabinet on November 23, 2009. 2009: Further research and study on teacher leadership Delaware’s work on teacher leadership continually reflected national research and policy change. One example of this synergy was the research of Brad Portin. From 2007-09, Portin and his colleagues at the University of Washington conducted a national study of instructional leadership in urban schools (Portin et al, 2009), including both administrators and teacher leaders. The findings demonstrate the influence of teacher leadership both “upward” (as a resource to administrators) and “downward” (as a support to teachers). Teacher leaders played many roles in instructional improvement, including setting priorities, using data, conducting professional development, fostering a collaborative culture, etc. The study also revealed some important facilitative conditions for teacher leaders, including role clarity, school culture, and peer and supervisor support. Parallel to this national study, Portin came to Delaware to build an understanding and to inform the Teacher Leadership Policy Committee. The state-level study (Portin, 2009) echoed many 12 of the national findings. In focus groups around the state (May 2009), teacher leaders were asked about their day-to-day leadership practice, what skills and knowledge it requires and what supports or stands in its way. They were also asked what incentives and resources they receive, and finally about their vision for contributing to their school. Portin synthesized the findings into a number of considerations for further exploration: Role complexity: “The teacher leaders describe the difficulty of what it means to inhabit the “middle place” between administrators/principals and their colleague teachers in classrooms” (p. 29) Coordination: Teacher leaders call for greater collaboration with peers to offer support and minimize redundancy Preparation: Teacher leaders felt poorly prepared for the “extra stuff” beyond the classroom Trust: themes of communication and informal influence were prevalent Recognition is highly individual and connected to one’s passion/purpose Career continuum: as previous work with Distributed Leadership suggested, many teacher leaders do not want to become principals. What other opportunities for advancement exist? To some extent, the eight policy recommendations described earlier respond to Portin’s conclusions. For instance, there are multiple recommendations to strengthen pre and in-service training for teacher leaders. Yet on another level, these considerations are not so easily resolved and “softer” issues of communication, trust, role clarity/ambiguity and professional satisfaction are likely to resonate through the teacher leadership work for years to come. Early on in this work, it became clear that administrators learn just as much as teachers from distributing leadership. Portin followed up with a second research report: Leading Leaders: Principals and Teacher Leaders in Delaware’s Schools (2009). This time, focus group questions elicited administrators’ perspective on teacher leaders: what they do, how they contribute and help the administrator lead, and how to identify them. Administrators were also asked how they learned to 13 work with teacher leaders and what support/resources they received in the process. This investigation confirmed that principals value both informal and formal teacher leadership. Teacher leaders work in concrete tasks and roles (e.g. “train the trainer” professional development or in an instructional leadership team) but they also act as a “sounding board” for the principal and a “go to person” for fellow teachers. Administrators identified several key dispositions for teacher leaders to possess (communication, efficacy, perspective). They spoke about the shifting nature of their own positions, “more akin to an orchestra conductor than a soloist” (p. 20). When it comes to working with teacher leaders, “the principal needs to be trained, too” (p. 21). The more Delaware learns about teacher leadership, the more the state wants to learn. The power and the complexity of this role are increasingly clear. Delaware plans to bring Portin back in the winter of 2010 to continue studying the dynamics between principals and teacher leaders and how each group adapts to shifting roles. At the same time, Delaware is poised for exciting changes as the universities, DOE, State Board of Education and others prepare to act on the ideas described here. The teacher leadership work brought together stakeholders from every part of Delaware’s educational system and from other states. There was vigorous collaboration and sometimes debate. Research, policy and practice informed each other cyclically. Indeed, Delaware’s work with teacher leadership epitomizes its approach to building a Cohesive Leadership System more generally. 14 References: Buttram, J. & Pizzini, E. (2009). Distributed leadership in Delaware. Newark, DE: Delaware Education Research & Development Center. Katzenmeyer, M. & Moller, G. (2001). Awakening the sleeping giant. Helping teachers develop as leaders. Thousand Oaks, CA: Corwin Press. Leithwood, K., Seashore Louis, K., Anderson, S. and Wahlstrom, K. (2004). How leadership influences student learning. New York: The Wallace Foundation. Marzano, R. J. (2003). What works in schools: Translating research into action. Alexandria, VA: Association for Supervision & Curriculum Development. Marzano, R. J., Waters, T., & McNulty, B.A. School leadership that works: From research to results. Alexandria, VA: Association for Supervision & Curriculum Development. Portin, B., Knapp, M., Dareff, S., Feldman, S., Russell, F., Samuelson, C. & Yeh, T.L. (2009). Leadership for learning improvement in urban schools. Seattle, WA: Center for the Study of Teaching and Policy. Portin, B. (2009). Teacher voices: Teacher leaders in Delaware’s schools. Bothell, WA: University of Washington, Bothell. Portin, B. (2009). Leading leaders: Principals and teacher leaders in Delaware’s schools. Bothell, WA: University of Washington, Bothell. Smylie, M. A. (1995). New perspectives on teacher leadership. The Elementary School Journal, 96 (1), 3-7. 15