Leadership and Management Review Evidence Gathering Phase – Stakeholder Interviews Introduction The purpose of this report is to set out the findings of the stakeholder interviews conducted to explore the views, understanding and experiences key stakeholders had of leadership and management across Scotland. Stakeholders were asked for interview on the basis of their extensive experience of working in leadership and management in Scotland and the informed insight that they could offer on the subject. The findings are reported and analysed in sections based on three key themes, that were drawn out after extensive review of the findings, namely: (i) the current state of leadership and management in Scotland; (ii) support and development initiatives for leadership and management in Scotland; and (iii) recommendations for the future of leadership and management in Scotland. The report will firstly present a summary of the key findings from the interviews, followed by each of the sections detailed above. All of the findings reported are wholly opinion based and encapsulate only the views of those interviewed who were all individuals with a strong background in working in areas related to leadership and management. Summary Leadership and management were widely viewed as being important issues in Scotland and generally it was held that there is some form of connection between the two issues. Views on the quality of leadership and management were mixed, whether within Scotland or in comparison to the rest of the UK, but overall it was felt that management was stronger than leadership in Scotland. There was a consensus however that Scotland performs poorly when compared internationally on both leadership and management. Scotland’s cultural attributes, including a fear of failure and risk aversion, were widely believed to be a key cause of leadership and management issues. Several concerns were raised over leadership and management development including a lack of collaboration across sectors and too much focus on qualifications. Course based provision was particularly considered to be problematic as it does not place learning in the context of the learner. That there is not enough evidence on the impact of past provision was noted to be problematic, although the difficulties in evaluating development provision were also noted. Recommendations for the future were wide in scope and include the promotion of good practice case studies to generate interest in leadership and management, more partnership working for a cross sectoral approach and using current provision to its full potential. Section 1: The current state of leadership and management in Scotland To assess the current state of leadership and management in Scotland interviewees were asked a series of questions on the quality of leadership and management in Scotland and their importance to the Scottish economy. 1 Firstly, to frame the discussions stakeholders were asked for their perceptions of what leadership and management actually are, and what the nature of the relationship between them is. Not only is this an intuitive starting point for discussions but it also ensured that the interviewer understood fully what the stakeholder was referring to when discussing leadership and management throughout the interview. Broadly speaking, most participants held similar views on leadership and management as concepts. There was, however, more disagreement regarding the nature of the relationship between them with some arguing they closely resemble one another and others that they are markedly different. These differing perceptions were argued to cause widespread confusion and are cited as being the reason for poor conceptualisation of leadership and management in many organisations. On the role of leadership and management in the Scottish economy there was more consensus. The vital importance to the Scottish economy of leadership and management through their effect on productivity, skills development, innovation and ultimately economic growth, was acknowledged by all stakeholders. Views on the quality of leadership and management were much more diverse, however, with some arguing that the quality is poor and others that it is far stronger. It was a widely held, though by no means universal perception, that management was stronger than leadership. Why this should be the case though was not at all clear to stakeholders. An important concern for the review is the issue of measuring the quality of leadership and management. It was noted in the literature review on current knowledge1 that these measurement problems make international comparisons, to determine Scotland’s relative performance, very important as we have no optimal benchmark against which to chart our progress, we only have the performance of our competitors. Opinions on Scotland’s relative leadership and management performance can be split into two categories: (i) Scotland’s performance relative to the UK; and (ii) Scotland’s performance relative to its international counterparts. Relative to the UK views were very mixed with some arguing that there is a huge difference in performance, whilst others argued that performance across the UK is similar. In the second instance, relative performance internationally was nearly universally agreed to be poorer. The main factor identified as being the cause of Scotland’s leadership and management ‘issues’, if indeed stakeholders agreed that there was an issue, is Scotland’s culture. A widely used term by the stakeholders, ‘cultural issues’ refers to an array of attributes including, not exclusively, a fear of failure, risk aversion, ‘tall poppy syndrome’ and too introverted an approach to leadership and management. Overall the opinions forwarded on the current state of leadership and management in Scotland tell us that although leadership and management is undoubtedly an important issue, there is much disagreement on what the current state of leadership and management in Scotland actually is i.e. no consensus on the level of quality across Scotland. There is no consensus that there is a leadership and management ‘issue’ in Scotland and similarly there is no consensus on what the cause of this potential issue may be other than a general notion of ‘cultural issues’. The evidence suggests that Scotland is likely not world leading in its leadership and management See the full report of the literature review for detail. Also see OCEA’s literature review on productivity. 1 2 but otherwise there is not enough agreement on Scotland’s relative performance to measure national performance. Therefore, the evidence from stakeholder interviews does not take us very far forward in identifying the current state of leadership and management in Scotland other than to say it is clearly an important issue around which there is much disagreement and confusion. Section 2: Scottish initiatives to support leadership and management After the current state of leadership and management was explored stakeholders were asked a series of questions on the initiatives that have been implemented in the past to support leadership and management. Firstly, stakeholders identified the most commonly undertaken support activities in Scotland for leadership and management and these have changed over time. For instance, course based provision, bespoke training and mentoring and coaching were all identified as commonly used methods of support. Mentoring and coaching were noted to have grown in prominence over recent times and technological advances were changes the methods of course delivery with more e-learning being undertaken. General discussion of these activities highlighted concerns, particularly regarding course based provision, which if carried out on a one-off basis from an academic standpoint was perceived to lack effectiveness. Nearly all stakeholders held the view that development courses needed to be placed in the context of the learner and needed to occur over the long term, as opposed to being unique events. Customised provision that supports learners over a long period of time was thus propagated as the best alternative form of support. Other key issues raised were concerns regarding the inconsistency of approach across Scotland to leadership and management development, a lack of collaboration and cross-sectoral training and too heavy a focus on qualifications and quantity as opposed to quality in provision. The lack of appetite and understanding amongst support customers was also noted, for instance, SMEs do not engage enough with provision and there is a general lack of excitement amongst organisations for developing leadership and management. Overall a lack of intelligent demand amongst support customers was noted to exist. On the impact of support interventions, stakeholders generally agreed that there was not enough evidence to assess impact due to a general lack of evaluation of activities that have been carried out. Despite this it was widely held that short term interventions have only short term impacts and that a longer term approach would yield more impact. It was generally agreed that much of the current course based provision does not have as much of an impact as it should do. Overall it is apparent that there is an array of support activities for leadership and management available in Scotland but that their impact is unclear at best, or at worst not as effective as it could be. There are clear concerns over the current support available, mainly these lie with what is seen to be a generally short term, incoherent and relatively ineffective system of support that makes too much use of one off course based provision. In the main stakeholders felt that provision could be improved upon and clear suggestions were made on how this could be achieved i.e. less short term provision, learning placed in the context of the learner, more consistency of approach at a national level. 3 Section 3: Recommendations for the future of leadership and management in Scotland Stakeholders forwarded a diverse range of recommendations for the future of leadership and management in Scotland. These can be split into two categories, the first pertain to future support activities that should be undertaken; the second consider more broadly the future direction of this overall review. In the first instance, stakeholders made a wide range of recommendations on how to improve leadership and management support initiatives in Scotland. Convincing organisations of the importance of leadership and management development, and helping them to determine their development needs, was cited as being a key issue to be dealt with. The promotion of case studies of effective intervention in leadership and management was forwarded as being a possible means of achieving this. It was argued that these should be taken from organisations of all sectors, sizes and locations to ensure as broad an appeal as possible. More partnership working to form a cross-sectoral approach was also forwarded as a key action to improve support provision. This should help to create a more consistent approach across Scotland. Lastly, ensuring that current provision is used to its full potential was considered to be important to achieve more of an impact than is attained currently. On the future direction of the review stakeholders made the overarching recommendation of ensuring that leadership and management become a long term national objective. Otherwise most of the recommendations stem directly from the observations made in the interviews such as raising awareness of the importance of leadership and management, creating a culture where leadership and management are stimulated and generating high quality demand amongst customers for support provision. Conclusions This report has reported the findings from interviews with key stakeholders on the views, understanding and experiences of leadership and management across Scotland. To thoroughly explore these issues the evidence gathered from the interviews was reported under three key themes, namely (i) the current state of leadership and management in Scotland; (ii) Scottish initiatives to support leadership and management; and (iii) recommendations for the future of leadership and management in Scotland. Appendices Annex 1: Methodology Given that the interviews aimed to capture as wide a range as possible of the views, experiences and understanding of the stakeholders interviewed, it was decided that semi-structured interviews would be the most appropriate methodology. Arranging the questions around key themes ensured that information was collected on all the key areas the study needed to look at whilst at the same time allowing the wide range of stakeholders to openly discuss their own viewpoints. Most of the interviews were conducted by telephone as the stakeholders came from a wide variety of organisations based all over Scotland. As 3 stakeholders from Scottish Enterprise were to be interviewed it was decided to hold a meting to discuss the issues and this was held in a similar manner to a focus group. The same semistructured questionnaire was used for all interviews except for the focus group with 4 Scottish Enterprise where the number of questions was cut down considerably due to time pressures. The interviewees were selected through a process run mainly by policy colleagues in the Employability and Skills division. Key contacts throughout policy teams in the Scottish Government were asked if they could suggest any potential interviewees who would have the knowledge and experience necessary to usefully answer the questionnaire. Some interviewees were also selected by Education Analytical Services staff and a list of 23 people was compiled. Of these there were uncertainties over 5 and after initial contact 3 of these ruled themselves out of being interviewed. The remaining 2 it was agreed could possibly be covered by a separate exercise of the evidence gathering phase where Scottish Enterprise carried out interviews with members of their GlobalScot network. The remaining 18 individuals were sent an email to introduce the study and to ask if they were interested in participating. This was followed up with phone calls, all undertaken by Education Analytical Services staff. Consequently interviews were setup and completed with 15 stakeholders. Of the 3 who were not interviewed, 1 could not be successfully contacted by phone or email and the other 2 either failed to complete an interview at the arranged time or a suitable time could not be arranged for an interview. Interviews were carried out in meeting rooms in Atlantic Quay with phones on loudspeakers, to allow accurate notes to be taken. A small proportion of the interviews were also quality assured by attendance from a senior social researcher from Education Analytical Services. The focus group at Scottish Enterprise was also attended by the senior researcher. The handwritten notes of the interviews and the one focus group were all transcribed into separate typed up notes, the analysis of which forms the basis of this report. Most of the interviewees were very keen to participate in the study and shared a great deal of their views and experiences through answering the questionnaire. Many had put in a great deal of thought and preparation before the interview and this is evident from the wealth of information collected, presented in this report. Consequently, it can said with all confidence that the methodology meets the aims of the study. Annex 2: Stakeholders Interviewed Sir Andrew Cubie Graeme Fraser Linda Hanna Prof Susan Hart Ian Howie Linda Murray Alex Patterson Jack Perry Phil Prentice Anne Ross Prof George Stonehouse Julian Taylor Prof Sandra Watson Stephanie Young Zoë van Zwanenberg Independent expert Cramond Frasers Scottish Enterprise Strathclyde University Procurement Scotland Scottish Enterprise Highlands and Islands Enterprise Former CEO Scottish Enterprise East Renfrewshire Council Highlands and Islands Enterprise Napier University Scottish Enterprise Strathclyde University Skills Development Scotland Former CEO, Scottish Leadership Foundation 5