Delivering an Effective Fieldwork Program Table of Contents Introduction ...................................................................................................... 1 Learning Outcomes.......................................................................................... 2 Module Topics.................................................................................................. 2 Leadership Approaches to Managing the Delivery of Fieldwork ...................... 3 Academic Leadership: Transactional and Transformational Leadership .......... 4 Key Stimulus Questions ........................................................................................ 6 Using a Risk Management Approach to Guide Actions ................................... 6 Key Stimulus Questions ........................................................................................ 6 Strategies to Use in Planning ........................................................................... 8 Ishikawa Diagram .................................................................................................. 8 Gantt chart ............................................................................................................ 9 Practical Activities .......................................................................................... 10 Required Reading .......................................................................................... 10 References..................................................................................................... 11 Delivering an Effective Fieldwork Program Delivering an Effective Fieldwork Program Introduction Hello and welcome to Delivering an Effective Fieldwork Program In this module you will explore some leadership principles and tools to assist you in your role as fieldwork coordinator. In particular, the tools provided here will support you to develop effective structures to get the job done. By looking critically at these functions through an academic leadership lens you will be provided with opportunities to enhance your abilities as deliverers of fieldwork education, both to improve the quality of your delivery as it relates to the goal of student learning and potentially create space to build other more strategic functions. Figure 1: Deliver role from the Integrated Completing Values Framework Page 1 Delivering an Effective Fieldwork Program Learning Outcomes On successful completion of this module participants will: Apply a risk management framework to support workplace-learning programs. Identify what structures and processes are needed to deliver an effective workplace learning program. Module Topics The topics we will cover are: Introduction to the Deliverer role Leadership approaches to managing the delivery of fieldwork Academic Leadership: transactional and transformative. Planning the delivery of fieldwork to minimise reactive and time consuming tasks Responding to challenging situations in fieldwork Using risk management approaches to guide actions. Introduction to the Deliverer Role The Deliverer role is used to ensure that things are running smoothly and that the things that need to be done are done. The delivery of fieldwork coordination consumes much of the time of the fieldwork coordinator. This role encompasses the day to day activities of ensuring that students are placed in workplaces and that all the structures and processes are in place to ensure the successful completion of the placement. Many of these activities become ingrained in our work, so much so that we cease to acknowledge the skill set needed to fulfil this role. This role also includes the activities of coping with unexpected events that occur day to day. Much of the work day can be consumed by ‘putting out fires’ or handling mini crises. Many fieldwork coordinators would feel that this is an area that they are most experienced in. It is also the area that claims much of the time that could otherwise be given to other roles. People who are strong in the Deliverer role can feel quite comfortable dealing with the day to day task focussed internal activities and miss opportunities to build skills other areas. When using the Deliverer role you will be: Managing across schools, departments and external WIL providers. Managing projects. Setting clear goals and objectives for yourself and others. Organising work to be done. Productive, getting the job done. Managing your time and stress. Coordinating activities needed to deliver the fieldwork program. Motivating others. Maintaining and providing structure. Maintaining control. When you overuse or inappropriately use your Deliverer role there will be: Perpetual exertion. Human exhaustion. Undiscerning regulation. Ironbound tradition. Little progress. Offence to individuals. Lack of cohesion. Page 2 Delivering an Effective Fieldwork Program Leadership Approaches to Managing the Delivery of Fieldwork The delivery of fieldwork involves many different processes to successfully place a student in a workplace learning experience. If we focus on the task of delivering students to a placement it often involves a cycle through the following processes: Planning the placement activities and the placements required to meet the student’s learning objectives. Ensuring that the number of placements for each student is appropriate to their needs. Ensuring students and supervisors have been prepared for the placement. Collaborating with other team members e.g. admin staff. Coordinating the allocation of students to the placement. Monitoring the placement to ensure that the placement is progressing according to the objectives. Supporting placement providers during the placement by regular communication. Supporting students during the placement. Trouble shooting issues that arise during the placement. Follow-up after the placement to collect grades and evaluation sheets. In this cycle, described above, problems often arise for fieldwork coordinators and it is natural to feel that you would need to urgently identify an appropriate solution. Typically, these issues or problems are what give the fieldwork coordinator the feeling they are constantly putting out fires and, consequently, managing in a reactive way. However, rather than focus on how to manage problems in this module we will identify the factors that contribute to these situations occurring, risks associated with issues and proactive structures and processes that can be implemented to limit the likelihood of problems arising. Cooper et al. (2010, p. 166) identified three categories of problems most typically managed by fieldwork coordinators. These are: 1. Student’s having personal issues. 2. Complaints about the workplace. 3. Student’s behaviour. You may find that there are additional problems that you commonly have to manage. Steven Covey (1994) in his book 7 Habits of Highly Effective People has identified 4 quadrants that people’s daily activities fall into. You may recognise that your initial response to putting out fires as a fieldwork coordinator falls into Quadrant 1, where you are dealing with a mini crisis that needs immediate action. Covey would argue that most of your time should be spent in Quadrant 2 if you are to be the most effective. This quadrant is the quadrant of quality and personal leadership. Page 3 Delivering an Effective Fieldwork Program Figure 2: Covey's Four Quadrants (fieldwork coordinators tend to spend most time in quadrant 1) Academic Leadership: Transactional and Transformational Leadership Using academic leadership in the Deliverer role involves planning and implementing strategies to predict and manage situations. Transformation and transactional leadership approaches are useful frameworks with which to explore the Deliverer role. Transformational leadership is about being inspiring, visionary, adaptive and paying close attention to team members’ potential whereas transactional leadership invests in more control oriented systems to gain compliance and ensuring that the team meets its performance targets (Bass et al., 2003). Situations such as putting out fires typically require both transactional and transformational responses. It is easy, however, as mentioned before to focus only on the transactional aspects of fieldwork coordination. Another way to think about these ideas is that transactional responses tend to be reactive whereas transformational can be more proactive. Page 4 Delivering an Effective Fieldwork Program Table 1: Transactional versus Transformational Leadership Transactional Transformational Getting the job Finds a solution quickly to Builds on the need Sees this situation in the done ensure the site and you for meaning broader context of know how to handle the managing a fieldwork student and the future of program and how this the placement is reflects on the overall determined. success of the program Swamped in daily Responds to the phone Transcends daily Recognises the frequency affairs call as it comes in, adds affairs with which these activities this situation to the list of occur and the pattern of activities that need to be response. Is able to build dealt with. Drops other into schedule time for activities off in response to managing these scenarios the time taken to manage and has a plan for this situation responding. Confuses causes Focuses on finding a Separates causes Analyses the situation to and symptoms and solution that will meet the and symptoms and see what has happened, is concerned with demands of the individuals work prevention why it has happened and treatment in the situation can implement strategies that deal with underlying problems Relies on human Uses skills in liaising with Makes full use of Identifies the opportunities relations to oil students, head of school human resources for the empowerment of human interactions and partners to calm the others in the situation to situation and reassure assist in the problem everyone that you will find solving. Knows who key a solution people are who can advise with difficult situations. Follows and fulfils Refers to current Designs and re- Recognises that certain role of expectations processes and policies for designs jobs to processes were not by striving to work appropriate response. achieve over- working effectively and arching goals designs processes and effectively within current system policies to guide future practice. Adapted from Vilkinas, T., Leask, B., & Ladyshewsky, R. (2009). Academic leadership: Fundamental building blocks. Strawberry Hills, New South Wales: Australian Learning and Teaching Council. Page 5 Delivering an Effective Fieldwork Program Key Stimulus Questions Using these principles of transactional and transformative leadership described above we can explore some questions related to our own practice. Think of a recent issue that has arisen in your fieldwork program and answer the following questions. These questions ask us to think at a transformational level: 1. How does your situation reflect on the overall management approach you are using in your fieldwork program? 2. How often do situations like this occur? Is it likely to happen again? 3. What might be the causes of your situation/issue? 4. Who is impacted by the situation and who can assist you with a solution? We can also consider our knowledge and capacity to respond to situations. How well are we developing a body of knowledge that helps us to know how to react in these types of situations? Using a Risk Management Approach to Guide Actions Cooper, Orell & Bowden (2010) support adopting a risk management approach to managing fieldwork placements. A risk management approach is particularly suited to the Deliverer function. These authors note that fieldwork is inherently associated with risk for its stakeholders. However, before we consider risk management in relation to fieldwork we must clarify what is meant by risk and risk management. Below are some definitions from the Australian/New Zealand Standard AS/NZS 4360:2004: Risk Management: Risk – ‘the chance of something happening that will have an impact upon objectives’ (AS/NZS 4360:2004) Risk Management — ‘the culture, process and structures that are directed towards realizing potential opportunities whilst managing adverse effects’ (AS/NZS 4360:2004) Risk Management Process — ‘The systematic application of management policies, procedures and practices to the tasks of communicating, establishing the context, identifying, analysing, evaluating, treating, monitoring and reviewing risk’ (AS/NZS 4360:2004)) It is important to note that risk refers to the chance of something happening. Fieldwork education is associated with rich learning opportunities to prepare students for their professional work. By its nature, however, fieldwork education is associated with risk. Factors such as the potential impact and likelihood of different risks need to be considered. For example, in fieldwork coordination a risk can be the cancellation of a placement. This may have a low-mod-high impact (depending on the availability of alternative placements) and may be not very likely through to occur (depending on the discipline and type of placement). A useful way to analyse risk is to consider the categories of risk and the risk appetite. The risk appetite of an organisation reflects their willingness to take risks to achieve the benefits of the program. Categories of risk can be given different priorities as may the risk appetites be different for the different partners involved in fieldwork education. In the following interlinked questions consider the category of risk and examples related to fieldwork education. Key Stimulus Questions 1. Who are the stakeholders and whose needs are the most vulnerable in fieldwork education? 2. What were the risks in your fieldwork program? Page 6 Delivering an Effective Fieldwork Program 3. For each risk what is the likelihood of a problem occurring and its potential impact on the participants in the program? These questions lead us to consider risk from the point of view of the consequences of the situation itself and its impact (current issue) and from the perspective of the risk associated with how effectively we manage the problem (future relationships). Table 2 maps the usual key stakeholders in fieldwork programs across the horizontal axis against the categories of risk considered by organisations on the vertical axis. You may be able to add to this table from your knowledge of your placement program. Table 2: Fieldwork Stakeholders and Categories of Risk Stakeholder Student Partner Fieldwork coordinator University Client/service user Health, safety Physical, Health and Own well- Health and Physical, and emotional and well-being of being well-being of emotional and environment Values, Ethics and Institutional Reputation mental health Codes of conduct Future work opportunities Rights as a student Ability to secure placements to complete education Quality of education employees Reputation as an educational institution, relationship with partners Duty of care to students Ability to provide courses mental health Rights as a receiver of services Business Continuity employees Reputation as a service provider, relationship with partners Duty of care to clients and students Ability to provide service Quality of student education Costs of running program Statutory and Common law Quality of service received Costs of receiving service Statutory and Common law Equal Opportunity Law Reputation, relationships with communities Duty of care for students Physical, emotional and mental health (cultural safety) Right to have culture valued and respected Category of risk Quality Financial Compliance legal and statutory requirements Cross-cultural Cost of attending placement Police checks Immunisation Student registration Common law Physical, emotional and mental health (cultural safety) Right to have culture valued and respected Quality of service Costs of students to business Agreements Statutory and Common law Right to have culture respected and valued Duty of care to clients and students Personal values, professional codes of conduct Duty of care to student Ability to provide fieldwork education program Quality of student education Performance management Agreements Statutory and Common law Personal values, duty of care to students, clients and their communities Access to services Page 7 Delivering an Effective Fieldwork Program Strategies to Use in Planning Planning takes time but it is time well spent because through planning you can improve your overall effectiveness and move your leadership into Quadrant 2 of Covey’s model (page 4) and toward more a transformational leadership style. Below are two strategies to assist you in planning as a fieldwork coordinator; the Ishikawa Diagram and the Gantt chart. Ishikawa Diagram Visit Wikipedia to find out about the Ishikawa Diagram (http://en.wikipedia.org/wiki/Ishikawa_diagram). The Ishikawa Diagram is also known as the Fishbone Diagram and is a pictorial method for illustrating perspectives on an issue and for deepening understanding. It was developed by Kauro Ishikawa (1969). It is a useful method for investigating a problem within a fieldwork program. The Ishikawa Diagram is a useful way for mapping potential sources or causes of the problem, and then investigating each one in more depth, with the aim of coming up with some resolution. Sometimes there can be benefits from completing this task in a group as often a broader range of ideas are generated. The problem is specified at the right end of the diagram or backbone. The possible causes of the problem are drawn as bones off of the main backbone. The fieldwork coordinator can use the team to brain storm possible sources/causes to build the bone structure of the diagram. As much information is provided as possible in order to detail the problem. The Ishikawa diagram has its roots in the quality movement and as such can be a useful problemsolving tool for fieldwork coordinators to improve outcomes for student learning. From the information obtained from this analysis, a change process may then follow as the group works towards implementing action to eliminate the root problem. Figure 3: Ishikawa Diagram Page 8 Delivering an Effective Fieldwork Program Gantt chart Once you have identified the causes of an issue using the various approaches provided above you are in a position to plan actions that will help you to manage the issue. One of the principles of a leadership approach is that you will enact processes that will reduce the need for reactive responses. Often generating these actions requires attention to the systems we use and our interactions with others. These types of actions take time to address so we need to plan how we are going to achieve them. A Gantt chart is a kind of bar chart that illustrates a project plan, including scheduling of the project milestones to enable the achievement of the desired outcomes. Visit Wikipedia to find out more about Gantt charts. (http://en.wikipedia.org/wiki/Gantt_chart) You can also download free Gantt chart software. (http://www.ganttproject.biz/) Figure 4: Sample Gantt chart Jan Feb Mar Apr May June July Aug Sept Oct Nov Activity 1 Activity 2 Activity 3 Key placement management activities Visits and calls to students on placement When developing your chart you should map your planned activities, when they are to start and when you hope to achieve the outcome by. You should also map the peaks and troughs in your workload so that you can be realistic about when you will have time to work on your planned activities. An important step in the process of developing a plan is to identify the outcome that you are trying to achieve. Think about situations where you have planned an action but haven’t followed through to see if the desired action had occurred. Page 9 Dec Delivering an Effective Fieldwork Program Practical Activities The case study presented is an example of a complex issue to manage as a fieldwork coordinator and provides an opportunity to apply leadership skills to a problem. This particular case was chosen because it represents one of the more common scenarios that fieldwork coordinators are required to manage. Using the case study provided below complete the four associated worksheets: 1. Worksheet 1: The table provided gives an analysis of this case as it relates to the concepts of transactional and transformational leadership. Map how you would respond to the scenario using the scale in the column ‘My response’. 2. Worksheet 2: Answer the first set of key stimulus questions in relation to the case study. 3. Worksheet 3: Answer the second set of key stimulus questions in relation to the case study. 4. Worksheet 4: Use the Ishikawa Diagram to analyse the issues raised by the case study. Case study You are the coordinator of the fieldwork placement program for a Bachelor of Teaching program. You have been in this role for about 6 months, having taken over from the previous coordinator. In the yearly cycle of clinical placements the 2nd year students are in the 2nd week of their 4 week placement rotations. In your plan for the week you are going to contact the placement supervisors to ensure that the students are meeting the placement requirements. As you are collecting the list of phone numbers you notice an email in your inbox from the Faculty admin officer asking you to call a supervisor running a placement in a large school that takes a large number of placements. Before you can pick up the phone to call you receive a phone call from the Head of School asking you to urgently contact the same site. The Head of School advises you that they received a phone call from a supervisor who had been desperately trying to contact someone from ‘The University’ for a couple of days. The supervisor had advised the Head of School that the university contact people they had on their list were not answering their phones. Having reassured the Head of School that you will deal with it, you call the supervisor. She tells you that she has received a report that one of your students has been acting inappropriately with a Year 12 male school student. She feels that the behaviour has exceeded the boundaries of acceptable professional conduct. Required Reading Cooper, L., Orell, J., & Bowden, M. (2010). Work Integrated Learning: A guide to effective practice. London: Routledge. Read chapter 7, ‘Managing difficult situations’. Page 10 Delivering an Effective Fieldwork Program References Bass, B. M., Avolio, B. J., Jung, D. I. & Berson, Y. (2003). “Predicting unit performance by assessing transformational and transactional leadership.” Journal of Applied Psychology, 88(2), 207218. Cooper, L., Orell, J., & Bowden, M. (2010). Work Integrated Learning: A guide to effective practice. London: Routledge. Covey, S. (1994). 7 Habits of Highly Effective People. Provo, Utah: Covey Leadership Center. Standards Australia and Standards New Zealand. (2004). Risk Management, (AS/NZS 4360:2004). Sydney, NSW. Vilkinas, T., Leask, B., & Ladyshewsky, R. (2009). Academic leadership: Fundamental building blocks. Strawberry Hills, New South Wales: Australian Learning and Teaching Council. Page 11