Leadership interventions: project report Contents 1. Introduction ............................................................................................................ 3 1.1 Partners who have contributed to the report.......................................... 3 1.2 Aims of the report .......................................................................................... 3 1.3 Executive Summary ....................................................................................... 3 2. The context for leadership development ....................................................... 5 2.1 Scotland ............................................................................................................ 5 2.2 Northern Ireland .............................................................................................. 7 2.3 Wales ................................................................................................................. 7 2.4 England ........................................................................................................... 10 2.5 Sector Skills Councils report (LLUK) ...................................................... 11 3. Main findings ....................................................................................................... 12 3.1 External leadership courses ..................................................................... 12 3.2 Internal leadership programmes .............................................................. 28 4. Conclusions ......................................................................................................... 41 1. Introduction 1.1 Partners who have contributed to the report This report has been prepared with the collaboration of the following partners: Museums and Galleries Scotland Libraries NI Museums, Libraries and Archives Council Lifelong Learning UK The Scottish Library and Information Council CyMAL ALMA-UK 1.2 Aims of the report This report is intended to provide an indication of current leadership development interventions for the museums, libraries and archives sectors across the four Home Nations. It is intended to provide information for strategic decision-makers and also for managers in the sector who are looking to develop leadership in their service. It is not intended as a comprehensive review of all leadership activities in Scotland, Wales, England and Northern Ireland, but provides a snapshot of current and recent activities. The writers of the report have attempted to gain a range of examples with different approaches to leadership development from organisations of varying sizes and with varying resources available to them. However it has not been possible to find any examples from very small services, possibly because of the resource and staffing constraints within which these organisations work. There is a short introduction to approaches to leadership interventions and the context for this study in each nation. Following this, the report adopts a thematic approach, rather than listing interventions by nation. This is to enable a conceptual understanding of the different ways in which leadership can be developed in museum, library and archive services and to facilitate learning across nations. Details of individual organisations included in case studies are listed in the appendix for reference. 1.3 Executive Summary There is a varied picture emerging of leadership development activities across the four nations. Many examples of internal and external development activities have been found in England, while fewer had been discovered in the other three nations This may be because of data collection methods rather than real differences in provision or activity levels It has proved very difficult to find leadership development activities originating from the archives sector Larger organisations and those working within a Local Authority context are more likely to have good access to leadership development activities It is much more difficult for small and less well-resourced organisations to engage in leadership development activities, whether internal or external External leadership development courses provide benefits for participants, particularly in gaining distance and perspective on their working practices, developing networks, learning new ideas and gaining confidence. However, they are not always well co-ordinated with internal working practices or personal development plans once individuals return to their place of work. This can limit their effectiveness in creating change within organisations in the sector. However, there are some very good examples emerging of external courses which are based on making the link between external learning and effecting internal change. It may also be that the sector has not used opportunities like the Cultural Leadership Programme in the most effective way: focussing on the formal learning opportunities rather than the networking and work-based interventions that are offered. There are a number of examples of innovative approaches to internal leadership development, including working with local FE and HE providers to develop bespoke learning opportunities, coaching, mentoring and buddying programmes within organisations. Some organisations are weaving leadership development into corporate change programmes, using it as a tool to improve effectiveness, change approaches to working and meet new challenges. Several organisations pointed out the challenges for leadership development in the current environment. In a situation where workforce development budgets are being cut and staffing levels reduced it can be difficult to justify leadership development activities and several programmes have been suspended already. However, senior managers in the sector also point out the potential opportunity of wide-ranging organisational change to integrate leadership development into all aspects of working. There are some good examples in this report of how this has been done. However implementing this kind of approach requires time, planning and a recognition of the potential of leadership development to improve organisational effectiveness. 2. The context for leadership development This section sets out the context for leadership development in each of the four nations, noting that this can be very different across England, Wales, Scotland and Northern Ireland due to different administrative structures and approaches to leadership development. In preface to the specific national contexts it is also important to mention the new economic and funding situation that services are currently facing in all four nations. This may make it more difficult to fund leadership development work, as budgets for workforce development are subject to review. Activities that have taken place in the past and which may be mentioned in this report may not continue in the future or may be scaled back. Several participants in the study emphasised the importance of leadership development at this critical time for services. As layers of staff in middlemanagement positions are reduced in many services, and with an increasing emphasis on locally determined service provision, it is more than ever necessary to ensure that staff in frontline positions have the skills needed to lead community engagement, service development and partnership activities. Some senior staff have also mentioned the need to develop new leadership qualities to deal with the challenges of slimming down services, meeting new stringent budgets and change management. In addition, the emphasis on philanthropy and financial sustainability requires new skills that existing leaders may not feel they possess but which will be important for the future success of their organisations. 2.1 Scotland Museums Museums Galleries Scotland (MGS) represents over 340 museums and galleries from Scotland’s most northerly island to the most southerly part of the borders. Our membership spread includes Local Authority museums, independent museums, regimental museums, university and 3 national members. The promotion of leadership within the sector is part of the role of the Workforce Development Manager. Museums Galleries Scotland have recently piloted their new continuous improvement tool QIS (Quality Improvement System), quality indicator 5 of which focuses on Leadership. See http://www.museumsgalleriesscotland.org.uk/theprogrammes/quality-improvement-system/ MGS took on the task of gathering the thoughts and opinions of members on how their organisations identify the need for leadership development and how they have responded to this. Along with supporting information on their website, a questionnaire was drafted and circulated directly to a cohort of mentors (5) and mentees (6) who had recently participated in a mentoring project run by MGS. 2 of those mentors / mentees responded. In addition to this, the questionnaire was also circulated electronically around all MGS’s member contacts and a further 6 responses were received. Whilst the return of information was low, they did in fact hear from almost all member types. Clearly, however, this information cannot be considered as representative of the voice of Scotland, instead provides the thoughts and opinions of a few members. Libraries SLIC works closely with the Chartered Institute of Library and Information Professionals in Scotland and together have a long established interest in workforce development, leadership, training issues and drafting new qualifications – especially in the light of the rapidly changing skills requirements in the areas in which our members work. SLIC does not have funding to commission and fund leadership development so works creatively to support what is provided in workplaces and through external sources. SLIC: Monitors the impact of Clore, Cultural Leadership Programme, Society of Chief Librarians, CyMAL and other Leadership Development Courses Encourages uptake of MBA and Chartered Manager qualifications Encourages leadership development through Public Library Quality Improvement Matrix which specifically looks at leadership in local authority library services to set up an environment where taking the lead is welcome and includes less senior staff. A culture of enablement rather than specific training programmes. Sponsors places from those demonstrating leadership potential in the PLQIM process at CILIPS annual conference Provides information on individuals’ training and professional development and works through CILIPS to provide CPD programmes which include some leadership elements Supports the CILIP mentoring scheme in Scotland Works with LLUK and other UK agencies to encourage leadership programmes and skills Archives The Scottish Council on Archives is also just about to pilot its draft continous improvement framework ARMS (Archives and Records Management Services) which has a quality indicator dedicated to leadership see http://www.scoarch.org.uk/notice-board/171 PLQIM, QIS and ARMS are all related to an overarching improvement tool for local authority culture and sport services in Scotland called HGIOCS (How Good is Our Culture and Sport?). All of the Scottish frameworks are based on the EFQM 'Excellence Model', referenced in 3.2.1 in Libraries NI's case study. 2.2 Northern Ireland The MLA sector in Northern Ireland comprises: PRONI, The Public Record Office of Northern Ireland, founded in 1923 and part of the Department of Culture, Arts and Leisure (DCAL) within the Northern Ireland Civil Service. As such it has access to civil service leadership development opportunities. National Museums Northern Ireland (NMNI), an arms length body of DCAL with four sites across Northern Ireland. Local Accredited Museums; these are members of the Northern Ireland Museums Council (NIMC), an arms length body of DCAL. Of the 38 local accredited museums 20 are part of local councils. A number of those in the voluntary and independent sector are part of larger organisations such as the National Trust. NMNI and NIMC work together to provide development opportunities. Libraries NI, the recently established (April 2009) regional library service for Northern Ireland, an arms length body of DCAL and the largest public library service in the UK. Its focus to date has been on equipping staff to fulfil their new roles in this new organisation. The sector in Northern Ireland (population 1.8m) lacks the critical mass to generate a whole range of leadership development activities at a local sector specific level. Rather, there is a focus on a small number of activities and then participation in UK-wide initiatives from the professional associations, sector skills councils etc and collaboration with colleagues in the Republic of Ireland. There is also a tradition of working with leadership institutions in the USA such as Boston College and the Federal Executive Institute. 2.3 Wales CyMAL: Museums Archives and Libraries Wales is a division of the Welsh Assembly Government. CyMAL represents a significant investment by the Assembly Government in the development of local museums, archives and libraries services to meet 21st century needs. CyMAL provides the Minister for Heritage with authoritative policy advice; gives advice and financial support to local museums, archives and libraries; develops and implements policies appropriate to Wales. CyMAL is the Sponsorship Division for the National Library of Wales and Amgueddfa Cymru - National Museum Wales. CyMAL works closely in relation to workforce development with the sector skills councils: Creative and Cultural Skills and Lifelong Learning UK . Support is provided to the sector’s professional development associations CPD programmer. Professional and personal development is encouraged via CyMAL grant programme. Libraries Wales has a network of public, educational and specialist libraries providing access to a wide range of print, multimedia and online resources. There are over 320 public library service points in Wales open 10 hours a week or more; over 110 Higher Education and Further Education libraries and learning resources centres; and the National Library of Wales, one of 6 Legal Deposit libraries in Great Britain and Ireland. Museums An estimated 160 organisations hold collections and display them to the public in Wales, and therefore could be called museums; these include National Museum Wales, National Trust sites, Local Authority museums, independent museums, regimental museums, and universities. Approximately 87 museums in Wales meet the UK Accreditation Standard for museums. Archives There are 13 local authority archive services in Wales, which collect and preserve records relating to the history of the local area. There are also a number of higher education and specialist archive repositories which collect archives of local and national interest and importance. Leadership interventions in Wales Museum, archives and libraries in Wales are generally aware of the national leadership programmes available to the sector (e.g. Clore Leadership programme and Cultural Leadership Programme). There has been low take up of these programmes by sector workforce in Wales because these interventions require time, financial and logistical commitments that unfortunately only few organisations can accommodate. Constraints suffered by organisations during the economic downturn has also made it very difficult to release staff for long programmes as current capacity will not allow backfill of posts on a regular basis. Staff with caring responsibilities, women with flexible working patterns in particular, sometimes find it difficult to undertake development programmes that are not flexible in their delivery. Short courses such as those offered by Clore have more appeal to staff in the sector, than programmes that require time spent away from home. Logistical requirements can also constrain staff in taking up courses that require travel across Wales. Distance learning leadership programmes such as offered by the Open University have been undertaken by individuals because they offer flexibility in approach to study. Most of the public service in Wales provide accredited leadership development via corporate training programmes e.g. ILM and CMI, F.E. and H.E. institutions have been involved in the delivery of some of these programmes. Accessibility to these programmes however is often linked to level of management post i.e. some local authorities restrict access only to Heads of Service and above, other offer a framework of development opportunities which are open to all new management staff. Most of the public service in Wales provide accredited leadership development via corporate training programmes e.g. ILM and CMI, F.E. and H.E. institutions have been involved in the delivery of some of these programmes. Accessibility to these programmes however is often linked to level of management post i.e. some local authorities restrict access only to Heads of Service and above, other offer a framework of development opportunities which are open to all new management staff. There are a plethora of short leadership courses offered by private training providers available across Wales, some are accredited or linked to the management standards. These are very much “off the shelf and generalist” in approach. A directory of courses is provided by Leadership & Management Wales (LMW) which is a Welsh Assembly Government (WAG) sponsored project that aims to improve and enhance leadership and management skills in Wales. The directory enables a search for leadership and management development courses and programmes in Wales, either by location or by course. It aims to give information regarding courses from all public sector and private sector providers. Staff may be eligible for funding through the WAG Workforce Development Programme, Sector organisations use development programmes provided by CyMAL and Public Service Management Wales (PSMW) on a regular basis, and are pleased with the quality of development opportunities available. Small museums also find the Wales Council for Voluntary Action training provision useful for trustee and volunteer development. Future plans in Wales Because of the diverse sizes, locations, natures and needs of the organisations from three sectors in Wales, it is not surprising that the range of Leadership Development opportunities available to the workforce vary considerably. Training budgets are also variable – ranging from from nonexistent to designated corporate budgets. In the case of small independent museums as well as financial limitations it is very difficult to provide cover for staff who wish to take up leadership development opportunities, small archive services are also put under pressure if staff require time away from workplace for courses. In some local authorities difficulties are encountered by staff when trying to attend courses held outside of local authority boundaries because of limitations put on travel and subsistence budgets. Staff also face geographical and logistical difficulties when travelling across and out of Wales to attend courses because of road and rail infrastructure. Access to e-learning is patchy with some local authorities blocking sites that provide leadership learning resources. Flexible working patterns and career breaks also pose problems for those who wish to progress with their careers. Future leadership development interventions will need to allow for these constraints, and should aim to offer flexibility in delivery and accreditation approaches. Some frameworks are in place and others are being developed in Wales to assist sector leaders gain the skills, knowledge and behaviours required to provide the levels of service delivery expected by the public, whilst working within constraints of the current economic situation. The challenge for organisations is to provide the support that is needed to allow managers and leaders to develop their full potential. 2.4 England MLA has funded a number of programmes to develop leadership in England across museum, library and archive sectors. The Renaissance programme has provided funding for regional leadership development initiatives in museums as well as discrete funding for workforce development within individual museum services, which in many cases has been put towards leadership development activities. MLA also supports independent leadership programmes such as Clore. In combination, these programmes have reached a wide range of organisations in the sector over the past 10 years. However they do not provide the full picture of leadership development in England. Museums, libraries and archives which fall under a local government remit often have the opportunity to benefit from Local Authority-wide leadership development programmes which allow them to learn together with leaders and emerging leaders from other areas of local government. In addition, several organisations and services have used their own initiative to develop leadership internally, for example, through bespoke leadership development courses, internal mentoring programmes, buying in external leadership support or using organisational development approaches to leadership development, combining it with other transformations taking place. Recently the funding environment for both external and internal leadership development in museums, libraries and archives in England has become more challenging. Some services are reporting the roll-back of graduate trainee schemes as recruitment freezes are implemented and leadership development programmes are no longer able to be funded. There is a need to think creatively about how leadership can be developed, and it will be increasingly important to be able to justify the business case for leadership development on a service by service basis in straitened times. 2.5 Sector Skills Councils report (LLUK) Lifelong Learning UK undertakes a sector skills assessment on an annual basis in order to provide ‘informative evidence resources that can be consulted and used as the basis for policy development’. An online employer survey is one strand of the research informing the sector skills assessment and the main aim of the survey is to collect information on the current skills needs, training provision and future skills needs from employers in the lifelong learning sector across the four UK nations. LAIS employers responding to the survey identified the following issues and needs: The main skills lacking among external applicants are: community engagement and development literacy skills advanced ICT user promoting and marketing the organisation partnership working. The main skills lacking amongst existing staff by responding employers across the UK were: promoting and marketing the organisation new e-technology solutions e.g. twitter, social networking, learning hubs advanced ICT user performance and staff management managing change The top five skills likely to be demanded by employers in the future are: Partnership working Community engagement and development Promoting and marketing the organisation Fund raising and bid writing Managing change The training budget for the majority of respondents had either decreased or remained the same since the end of the last financial year. The vast majority of employers funded or arranged on-the-job and off-the-job training or development for their staff in the 12 months prior to the survey. Lack of funding and unable to spare staff time for training were the main barriers to providing training or development opportunities for staff across the UK. These findings are based on responses from 189 employers providing library, archive and information service related provision across the UK. 3. Main findings Each nation adopted a different methodology for collecting information on leadership developments. A template questionnaire was provided to participants. Some organisations sent out modified versions of this questionnaire to networks and participants in workshops and meetings. Others used informal networks to gain information or conducted literature reviews. As outlined in the context section, different nations also have different amounts of leadership development activities on which to draw. For this reason the findings are presented with variable detail and in variable quantities from each nation. The findings have been organised thematically according to different types of intervention: External leadership courses: those organised on a national or regional scale, courses which may be open to participants from a wide range of sectors Internal leadership courses: generally bespoke training developed by an organisation or service to meet its specific needs Systematic approaches to leadership development: examples where leadership development has been integrated into broader organisational development (may not include specific training courses) Innovations: leadership development approaches that do not fit into the above categories and which may exemplify new approaches that could be adopted more widely by the sector 3.1 External leadership courses There have been a number of external leadership courses that the sector has been able to benefit from. These tend to invite applications from individuals, with the support of their employer. Most of the interventions listed below are free at the point of use and funded by strategic agencies for the benefit of the sector. They can be targeted at specific sectors or be designed to bring together participants from a range of sectors. External leadership courses are particularly valued by smaller organisations which may not have the resources or capacity to develop leadership development programmes in-house. They are particularly relevant to services with a very small number of staff (e.g. archive services in particular), however the development opportunities within these organisations may be limited once participants have completed the leadership development training. In general the external courses considered in this report tend to receive high satisfaction scores from participants (where data is available). Evaluations show that participants tend to mostly value the opportunity to step back from their day-to-day work and to network with other professionals at a similar level to them. Courses tend to receive lower satisfaction where participants are from different levels (e.g. future leaders together with senior managers) and where content is not tailored enough to individual needs. However, a recent impact assessment by MLA of the Take the Lead programme suggests that where the employer, and in particular the manager, is not engaged in the content of the course or using the individual’s attendance at the course to help it reach broader development goals within the organisation, the leadership intervention tends to have a lower impact. Individuals are less able to bring new ideas into the organisation and put their leadership skills into practice where learning is not integrated into a personal or organisational strategic plan. It is therefore very important to engage employers, and managers in particular, with the content of the course and ensure that external courses are being attended as part of a broader development plan within an organisation, so that they will have the maximum benefit for the organisation and the individual. The Innovators course in the East of England provides an interesting approach for how to weave employer engagement into the application process and the course content. 3.1.1 Clore Leadership Programme The Clore Leadership Programme is an initiative of the Clore Duffield Foundation which aims to strengthen leadership across a wide range of cultural activities. This includes the visual and performing arts, film, heritage, museums, libraries and archives, creative industries and cultural policy and administration. Clore offers Fellowships and Short Courses for individual leaders, and training for members of Boards of Directors of cultural organisations. Fellowships: Since 2004, the Clore Leadership Programme has awarded 157 Fellowships to outstanding individuals, some working freelance and others drawn from different types and sizes of organisations, Fellows have worked in areas ranging from archives to theatre production, and including visual and performing arts, film and digital media, heritage, creative industries, museums, libraries and cultural policy o Since the programme inception there have been 21 fellows from museums, libraries and archives Fellows have come from across the UK and Ireland Clore Short Courses: Since July 2006 Clore have run a programme of intensive two-week residential courses, funded by the Cultural Leadership Programme. The courses are based on the residential element of the Clore Fellowship Programme They are designed for people in the middle ranks of larger cultural organisations or those near the top of smaller ones, who have a minimum of 5 years' work experience. Each course is limited to a maximum of 25 participants and they aim to select applicants in order to achieve the broadest range of backgrounds possible Clore particularly welcome applications from people working in libraries, archives, design, individual artists and those working in small and medium sized performing arts organisations. 3.1.2 The Cultural Leadership Programme Three sector lead organisations, Arts Council England, Creative & Cultural Skills and the Museums, Libraries and Archives Council formed the Cultural Leadership Delivery Partnership, a unique cross-sector collaboration to support the Cultural Leadership Programme. There are a number of strands to the Cultural Leadership Programme: Funding for the Clore Short Courses Development of a career choices website: http://www.creativechoices.co.uk/ Work-based initiatives for emerging and mid-career leaders focussing on peer learning, networks, coaching and mentoring Powerbrokers black and minority ethnic development programme Governance development Developing cultural entrepreneurs as leaders Some observations from the CLP on engagement from museums, libraries and archives with its opportunities: The MLA sector has taken up the opportunities of the CLP less enthusiastically than hoped. Participation has mostly been in formal activities such as seminars and presentations. The CLP has noted that the sector prefers activities that are directly aimed at it, rather than culture-sector wide. Clore short courses have been successful in attracting applicants because it has marketed itself as directly relevant to the sector. National museums are more engaged, but regional museums are less so. The Museums Association tends to be more supportive of these types of intervention and to value informal learning/networks as much as formal learning Libraries are less engaged than museums – this may be because they don’t necessarily identify with the cultural sector. There has been some engagement from libraries but it has been sporadic, for example, Essex has been proactive. The extent to which organisations take on board and embed the leadership development principles of CLP depends on the organisation itself. Some become self-sustaining while others continue to rely on CLP. Organisations that have taken a lead include: National Portrait Gallery Historic Royal Palaces Horniman Museum Manchester Museums Tate The CLP has commissioned the Work Foundation to look at the economic outcomes of the CLP. This will move beyond simple outputs to look at economic impact of investing in leadership. Change and developments in the sector have been sporadic and loose until now, but in a more difficult funding environment it will be important to be more strategic about change. 3.1.3 Leading Archives and Museums The Leading Archives and Museums (LAM) programme was commissioned after the Renaissance Review meeting in March 2005 which identified developing leadership capacity as a key issue for museums. The involvement of archives followed MLA’s priority to encourage cross-domain working and was supported by the Society of Archivists. The Archives Task Force had undertaken a detailed analysis of the UK’s archives; the results were published in Listening to the Past, Speaking to the Future (2004). The report identified a number of workforce development priorities, including leadership, recommending a programme “to modernise service management and improve workforce development opportunities”. LAM was a key element of the MLA’s 2004 Workforce Development Strategy, developed in collaboration with the professional associations, Regional Agencies, Devolved Administrations, central government and the Sector Skills Councils, following extensive consultation. It identified a range of actions designed to enhance and support the sector's workforce. Its aim is “to enable museums, libraries and archives to become learning organisations which develop a motivated, appropriately skilled, diverse and outward-looking workforce capable of delivering high-quality services to all users”. The four stages of the LAM programme have been: Stage 1: consultation and review to identify leadership skills and learning needs and to develop a leadership model Stage 2: pilot programmes for Heads of Service, Senior Managers and Future Leaders - November 2005-March 2006 Stage 3: programme rollout 2006-2007 Stage 4: programme rollout 2007-2008 In total 214 people took part in this programme, including senior managers, future leaders and heads of service, see the breakdown below: Stage Stage 2 Stage 3 Number of participants 60 participants from museum and archive services in England took part in the pilot programme o 18 heads of service o 21 senior managers o 21 future leaders 29 senior managers Stage 4 o 3 National Museum participants, o 9 Archives participants, o 8 Hub Museums o 9 Regional Museums 50 future leaders o 7 National Museum Participants o 17 Archives Participants o 11 Hub Museums o 9 Regional Museums o 5 Diversify participants via the Museums Association Three Senior Managers and one Future Leader from Northern Irish National Museums attended, together with one Senior Manager from a Scottish National Museum. 50 Senior Managers o 9 National Museum Participants o 18 Archives Participants o 9 Hub Museums o 14 Regional Museums 25 Future Leaders o 9 Archives Participants o 7 Hub Museums o 9 Regional Museums The feedback from these courses was consistently high, with 98% of Future Leaders and Senior Managers rating their overall training experience good, very good or excellent (with 100% participant satisfaction). 3.1.4 Strategic Change Fund Leadership Programme (Scotland only, museums only) The Strategic Change Fund Leadership Programme ran from 2003 – 2006 and provided an opportunity for emerging leaders within the sector. The SCF Leadership programme enabled 26 individuals from 13 organisations to undergo a tailored leadership programme over three years. The programme produced benefits at an individual, organisational and sectoral level. The chief personal development benefits cited were in confidence building, communication and strategic thinking skills. Overall, there appeared to be a significant impact on the career development of the participants, with indications that the programme was held in high regard in other parts of the Local Authority network. A high proportion of those on the programme were promoted or embraced an extended role within the museums’ sector and a commitment to career development within the sector was evidenced. A further key benefit cited was the networking with others from within the sector and the building of strong relationships. This facilitated the sharing of issues and peer learning which has a knock-on benefit across the sector. 3.1.5 Mentoring for museums staff in Scotland A recent programme run by MGS drew on the mentoring skills of the alumni of the SCF Leadership Programme and provided an opportunity for emerging leaders within the sector. Mentors were carefully matched with mentees and after some initial training on roles and responsibilities, mentors and mentees started their sessions. The sessions took place over the course of a year or so and most pairs met 5 or 6 times. Great enthusiam and motivation was displayed by both parties and a final event to celebrate the success of the programme and share experiences was held in Edinburgh in December 2009. Mentees felt their self awareness and confidence grew throughout the experience, also that their influencing and assertiveness skills improved and they particularly benefited from the skills and experiences of their mentor. Mentors enjoyed having the opportunity to act as a mentor and to put their skills into practice. 3.1.6 Collections Skills Initiative Northern Ireland (Museums only) This HLF funded initiative provides 12 entry level participants with a one year placement in museums. Part of the project involves capacity building in the host organisations to support the bursary holders. The project is part of the HLF Skills for the Future programme and Museums Galleries Scotland and The National Archives are also among the 54 grantees. The focus of the programme is on filling skills gaps through on-the-job training - its not yet clear how many of these projects intend to incorporate elements of leadership training, but some almost certainly will. http://www.hlf.org.uk/HowToApply/programmes/Pages/SkillsfortheFutur eprojects.aspx http://www.hlf.org.uk/HowToApply/programmes/Pages/Skillsforthefutur e.aspx 3.1.7 Leading Modern Public Libraries (England only) In 2003 the DCMS published a strategic framework for the public library service: Framework for the Future: Libraries, Learning and Information in the Next Decade. The policy document outlined the Government's long-term strategic vision for the role of public libraries. It identified that a new generation of library leaders should be developed as a priority. One of the key strategic objectives of the Framework for the Future Action Plan 2003-06 was to build libraries’ capacity to improve through better quality of leadership and workforce skills. The programme was designed to be: 1. National – reaching all library authorities in England. 2. Contextualised – a programme which draws on a range of leadership theories and practice but is customised to address the specific leadership issues facing public libraries today. 3. Multi-layered – reaching staff who are already heads of services; senior staff who have experience and responsibility for service-wide developments; and staff who are already showing the potential to be future leaders. The modular programme addressed the leadership needs of Heads of Service, Senior Managers and Future Leaders. Every public library in England sent participants between Oct 2004 and July 2007. Over 600 members of library staff attended the programme. 3.1.8 Take The Lead (England only) Take the Lead was an MLA-supported training course, designed to respond to the current issues concerning cultural management capabilities and capacities in museums, libraries and archives. Take the Lead aimed to enhance the capacity of: Individuals taking on leadership responsibilities for the first time and Managers who had not yet had access to leadership development This cross-domain programme built on previous workforce development programmes - Leading Public Libraries Programme and the Leading Archives and Museums Programme. The programme included work-based activity, self reflection and taught modules; a combination of theory and practice. It has differentiated itself from other leadership programmes in that it is directed toward the specific needs of museums, libraries and archives. The programme was structured as a series of modules across an eight day period. Its particular focus was on those who are taking on leadership responsibilities for the first time, or those currently working in a leadership role, but who have not had training earlier on. Individual museums, libraries and archives were asked to select participants for the programme and MLA provided bursaries to organisations who nominated staff to participate. Six TTL programmes were delivered to a total of 134 frontline managers from museums, library and archive services throughout England between February and May 2009: Location Participants London Manchester Birmingham London York London 25 23 23 22 24 17 In total: - 78 participants were from libraries - 28 participants were from archives - 16 participants were from regional museums 12 participants were from hub museums 2 participants were from national museums 3.1.9 Innovators (Museums only, East of England only) SHARE is a matchmaking service, funded by Renaissance in the East of England. Its aim is to put the right people in touch with each other. Leadership is developed through many aspects of the SHARE network. SHARE has developed a course called ‘Innovators’. Applications were invited from museums staff at all levels: anyone could apply to be share innovator as long as have written support of manager and space to develop innovation in their own workspace. George Gawlinski a museum leadership facilitator leads the group and takes them through the following process: 1 x 2 day residential course 2 x day courses Another 2 day residential course. Each participant receives peer support backed up with a small amount of money, time and expertise support. The course content includes: Analysing the barriers to innovation and how to manage the barriers Presentations from leaders in the cultural field e.g. Nicola Johnson, Margaret Greaves, Maggie Appleton, Vanessa Trevellyan from the MA - light touch. Mentoring support from some of these leaders Valuing leadership at all levels, not just organisational leadership 3.1.10 Leading Change (Museums only, West Midlands only) Leading Change is a programme funded and organised by Renaissance West Midlands. It has been designed to plug a gap in existing leadership programmes by providing leadership development in a phased programme including both residential and work-based elements. The pilot phase of the project focussed on senior leaders (e.g. heads of museum services), while the final programme is focussed on second tier leaders (e.g. senior level managers). This change was made at the suggestion of participants in the pilot phase. The pilot phase was used not only to develop the course content and structure but also to gain senior level buy-in to the course and ensure that heads of service are aware of and understand the aims of the course. The course is accredited by the ILM. The course currently has the following structure: Programme briefing Initial Assessment Activities: a 360 degree assessment of existing leadership qualities and team preferences Inducation and individual development planning 2 x 2 day residential workshops 1 x 1 day project workshop Cultural change project Action learning 1-2-1 coaching sessions Reassessment and personal review Participants are asked to think about the general principles of leadership, including: What behaviours and characteristics typify a leader What a culture of leadership would look like (including chief executive and the management tier below them) Looking at leadership skills and how they are applied in different companies – exploring tools and techniques Participants are set concrete challenges in their place of work and asked to feed back on how they have progressed in achieving these at each workshop. Line managers are asked to report on the progress of participants at work. This initiative has received positive participant feedback and the initial assessment approach has been adopted by Birmingham City Council in its own leadership development courses. The leadership programme is also supported by a management training programme for less senior managers and activities for third tier managers are also being developed. The management training programme has sections on leadership development. It is an ILM level 3 qualification in management. It has been rolled out to over 100 people in management positions in the West Midlands. 3.1.11 Next Generation Leadership Programme (Yorkshire only) Next Generation is a long-running leadership development programme in Yorkshire, which is also being provided in 2010-11. The course is jointly run by Renaissance Yorkshire and SINTO, the Information Partnership. The programme offers a comprehensive suite of management training workshops. The programme providing staff in museums, libraries and archives in Yorkshire with the skills, confidence and networks to become the managers and leaders of the sector in the future. In 2010-11 Next Generation will cover the following topics: Managing yourself People management: recruitment and selection People management: leadership and team working Project management Financial management Communication skills Influencing & persuading Working with your manager Creative thinking The programme is delivered in ten workshops (plus an induction meeting) at monthly intervals. The exact schedule is developed with the candidates at the start of the course. Workshops are held at various locations throughout Yorkshire. There is no coursework or final examinations but candidates are required to reflect on their learning and put it into practice in the workplace where possible. A certificate is awarded to candidates who complete the programme. 3.1.12 V&A Leadership Development Courses (England only) The V&A has developed and runs leadership courses in London and the East Midlands, entitled “Innovative Management and Leadership in Culture, Heritage and Arts Organisations”. This course is part funded by the MLA. The programme states the following aims: To enable managers to operate more effectively in a fast-changing environment. To enable managers to develop skills and knowledge with direct relevance to present and future issues and challenges in their jobs. To enable managers to network with their peers in a similar organisation and develop a joint approach to common issues. The programme is designed for middle managers who are actively managing staff and looking to develop further in their careers; senior managers who wish to refresh their skills and re-examine their approach to leadership and management in the light of current economic challenges; and any managers who would like the opportunity to gain a management qualification. The course provides underpinning knowledge and framework for an NVQ 4 or 5 in Management. In 2010 the course is accredited by Middlesex University, allowing participants to gain credits towards a Bachelors or Masters degree. The programme consists of: Taught modules Guest speakers Action learning Managers forums Coaching and mentoring An online learning and collaboration platform A virtual learning resource centre The programme runs for a full calendar year from April 2010 to March 2011. Most of the modules include a practical project. This is a case study of real work for the participants. It provides an opportunity for partner organisations to commission a piece of consultancy from the innovative cohort. Examples from previous programmes include: A feasibility study for a new Conservation Learning & Research Centre Designing a new visitor entrance for a grade 1 listed building Developing a business team building product for a museum’s corporate team Post disaster action planning for a National Trust property 3.1.13 Wales Local Government Association (Wales only) The Wales Local Government Association representing the 22 local authorities in Wales has developed a “Leadership Competency Framework for Welsh Local Government “built around the core theme of developing citizen-centred public services and incorporates the key transformation agenda drivers and elated leadership competencies. The framework has been developed as a resource to inform and assist the evolution of local frameworks by local authorities. The behaviours associated with each competency can be selected by local authorities on the basis of local priorities and context. The framework is tailored for local government leaders in Wales. In this context, a broad definition of “leadership” has been adopted which applies to all individuals with responsibility for managing or directing people. On this basis, the framework will apply equally to those who lead a long or short term project, supervise a small or large group of worker and are responsible for managing managers (senior managers and directors). Local Authorities are recommended to use this framework when developing Leadership programmes. 3.1.14 Public Service Management Wales (Wales only) Public Service Management Wales, a division of the Welsh Assembly Government, offers Leadership Development opportunities that are open to staff and volunteers from the sector, which are based on a variety of different approaches. Staff from the three sectors including the national institutions use this provision. Programmes offered include: The Wales Public Service Summer School is an annual intensive, fiveday residential learning experience held at universities in Wales bringing together leaders and managers to address key issues on a specific leadership topic. The 2010 topic was Leadership for Transformation. The school is free of charge. PSMW is currently creating an integrated approach to coaching and mentoring across the Welsh public services to support leadership and management development. They are also delivering Coach training courses at the Institute of Leadership and Management (ILM) Level 3, 5 and 7. International Learning Opportunities allow talented leaders from across Wales to develop and share their leadership skills by working on strategic development projects in sub-Saharan Africa. The Executive Leadership Series is comprised of one-day initiatives based on a number of key leadership themes. Expert seminars and insight tours use a mix of teaching, activity-based learning, and facilitated discussion to promote individual reflection, group participation and a commitment to action. A Postgraduate Certificate in Leadership for Collaboration. PSMW and NLIAH have joined together to design a programme to equip leaders to deliver integrated and co-ordinated public services across Wales. The twelve-month programme is split into three modules, each of which will utilise a blend of action learning sets, lectures, tutorials, coaching, case studies and diagnostic tools to ensure participants maximise learning. Keynote speakers, top-level practitioners and academics will encourage participants to share their experiences and use applied situations to develop analytical and creative thinking PSMW is also currently developing a Living Library for use across the public and third sectors in Wales. The Library will build on the skills of experienced leaders and managers to create a resource for our workforce which is both innovative and cost effective. The Library should help to increase the flow and transference of knowledge across the Welsh public service. Gateway to Leadership this programme develops the knowledge, skills and behaviours and qualities required for senior and middle managers as leaders to be instrumental in driving the transformational changes required to meet the future needs of public services. 3.1.15 CyMAL leadership courses (Wales only) CyMAL provides a range of leadership/management development support for individuals and organisations via the CyMAL Development and Grant Programmes. Training is provided free of charge to staff working or volunteering in sector organisations in Wales. Inspirational Manager – New Ways of Working programme is now in its third year, and focuses on change management as well as offering personal development resources such as the Myer Briggs Indicator. 111 participants from museums, archives and libraries have undertaken IM 1 & 2 courses, and an IM 3 course is currently under development. The courses are held in locations across Wales to allow easy access. Pre-course work is undertaken to ensure that each course includes issues raised by participants and follow-up coaching is offered by trainers. Networking is a key outcome and following courses participants are encouraged to offer peer support to each other. Learning logs are issued to each participant to encourage reflection of learning experiences. Unleashing Potential - Organisational Development Programme. This intervention is offered to sector organisations undergoing change. The programme provides a framework to equip the senior & middle management teams with appropriate skills, tools and approaches to successfully lead and manage change for the organisation in order that the organisation survives and thrives, continues to offer the best possible service to its users and partners throughout the period of transition and thereafter. The programme offers three strands: actionlearning, action planning and reflection. Because each programme is tailored to organisation needs timeframes vary - e.g. one programme was set over 3 months with two, 2-day training modules with four weeks between followed by a third module four weeks later for continuous loop improvement work. This timing allowed for action learning to take place. Participants were required to complete project tasks between modules for review at the following module. The participants’ response to this programme has been overwhelmingly positive; every participant reported the training as very good or excellent. More importantly the management team developed skills that have enabled them to progress some long standing challenges that appeared to be blocking progress in the service. Further evaluation was carried out three months after the last module, and individual interviews carried out with each participant to evaluate their individual progress. Leadership Grants - Grants are available for individuals to undertake leadership development and management training programmes. Applications must demonstrate how the development programme will be of benefit to the individual and to the organisation. Applicants are encouraged to use the National Occupational Standards for Management & Leadership as a tool for auditing their existing skills, behaviour and knowledge and to develop a learning plan based on gaps identified. 3.1.16 Women in Leadership: Leadership Observatory for Wales (WILLOW) (Wales only) A project funded by the Cultural Leadership Programme to examine gender equality issues in leadership and promote best practice within the cultural landscape of Wales and England. WILLOW seeks to inspire and support individual women seeking the challenge of leadership whilst working with the organisations employing them to facilitate change benefiting both the employer and employee. By supporting cross sectoral exchange across organisations WILLOW will seek to strengthen the leadership capacity of the cultural sector in Wales and England. The core partnership who form the steering group who manage and oversee WILLOW is Swansea University; Amgueddfa Cymru – National Museum; Equal Measures Consultancy (project managers) based in England. Working alongside the core partnership will be a group of secondary partners across Wales and England who will contribute towards the development of the strategy and provide practical support including offering placements and shadowing opportunities. The secondary partners will include CCSkills, Arts Council Wales, Women in Engineering Network and the Wales Millennium Centre. Project aims: 1 Research: Willow will gather intelligence from organisations working in the cultural sector to review existing practice; identify best practice; examine barriers to progressions; and interview women who have reached senior leadership positions. This intelligence and case study data will be used to develop best practice guidance for gender equality in leadership across the cultural sector. 2 Tailored Professional Support to individuals: Willow will recruit 50 women who have reached mid-level leadership within cultural organisations and develop a tailored package of support aimed at helping them progress into senior leadership positions. 3 Organisational Support: Willow will support individuals and their organisations through a range of initiatives such as networking events; job-swaps; short-term placements; professional development planning; 360 degree peer appraisals; mentoring and coaching; discussion forums and action learning. We will review existing policy and practice in organisations, offer support to overcome barriers and work to strengthen leadership opportunities within those organisations. 4 Resources: Willow will then create a virtual knowledge bank as a resource for organisations; a support and shared learning network for leaders; a focal point which has the capacity to draw together other initiatives around leadership development for women. These resources will form the basis of strengthening the infrastructure supporting women working in the cultural sector by providing access to information, to other leaders and good practice. Although an initiative primarily based in Wales, WILLOW has the potential to connect women as leaders on a UK-wide basis. 3.1.17 Chware Teg – Agile Nation Ascent Programme for Women (Wales only) The Agile Nation project will assist 2790 women to progress in employment and 610 employers to focus on equality & diversity and flexible working initiatives and will be rolled out across the Convergence areas of Wales. The Virtual Centre of Excellence will be a legacy of best practice for Wales. Agile Nation supports women in North and West Wales, and the Valleys, who work or aspire to work in management and the organisations employing them. The project is fully-funded by the European Social Fund and Welsh Assembly Government with no charge to participants and services are available to Individuals and small businesses, Corporate, public and voluntary sector organisations. The project offers training, mentoring and also provides innovative online resources and consultancy. Women are encouraged and helped to achieve their full potential in the workplace through a programme of training and mentoring, confidence building, encouraging personal development, and providing networking opportunities. The programme is available on two levels: Ascent Level 2 – Team Leading The Programme will enable women to learn key skills, explore opportunities and aspirations for development in the workplace and build confidence to take the next step in their careers. On successful completion of Ascent participants will receive an Institute of Leadership and Management (ILM) Level 2 Award in Team Leading. A Follow on Development Programme is also provided: 1 to 1, group and on-line mentoring networking events facilitated coaching advice, support and guidance Ascent Level 3 - First Line Management To help women develop management skills, or to gain formal recognition for a position they already hold. As well as gaining a recognised award from the Institute of Leadership & Management (ILM), a Level 3 Award will provide participants with a career development plan and equip them with management skills including: managing yourself and your time solving problems and making decisions understanding how teams are formed motivating yourself and others workplace communication giving briefings and making presentations conflict resolution assertiveness managing stress and your work/life balance diversity in the workplace Those gaining the Level 3 Award can complete further Ascent training modules, join the Ascent Development and Mentoring programme, and then progress to other training providers for further qualifications - such as National vocational qualifications (NVQs) in Management. 3.1.18 National Leadership and Innovation Agency for Healthcare Learning Laboratory (Wales only) The NLIAH Learning Laboratory is a free library service specialising in management, service improvement, leadership and workforce information.The service is available to anyone working for NHS Wales or the public/voluntary sector in Wales. The Learning Lab holds resources covering a wide range of subjects including: Leadership Management Quality & Service Improvement Workforce Partnership Project Management Change Management Human Resources Governance Coaching 3.1.19 Council for Voluntary Action (Wales only) WCVA provide services and support to frontline charities, community groups, voluntary organisations and social enterprises, and to volunteers. These services include a wide range of training courses which are available to volunteers from independent museums who are registered charities. WCVA also provide a comprehensive and varied programme of training for Trustees covering the whole spectrum of governance issues including: Legal and regulatory Participation and community development Personal and organisational development Volunteer development Funding Policy and research 3.2 Internal leadership programmes Despite the challenges for often small organisations or services within the museums, libraries and archives sector to Anecdotally, it has been noted that individual services and organisations often have creative approaches to leadership development. Where organisations have put in place bespoke leadership development programmes they often use a range of different approaches, including formal leadership development courses and informal measures, such as mentoring and coaching. In addition, internal leadership development is often designed to achieve a corporate aim in terms of transformation or performance and is therefore tied into performance management and the corporate vision for the organisation. This aspect of internal leadership development is particularly interesting in the context of widespread change and organisational challenges facing the sector in the next 5-10 years. Because of the varied and multi-faceted nature of internal leadership development programmes, this section of the report will adopt a case-study approach. However, in order to avoid confusion the following section will set out some of the key approaches used in internal leadership development programmes. Mentoring Mentoring is used in a number of organisations and there are a number of approaches to developing mentoring internally. The challenge for internal mentoring programmes is ensuring that the mentor and the mentee are able to interact honestly and constructively and this requires some degree of distance between the two. In larger, multi-sited organisations this challenge can be overcome relatively easily as individuals can be paired with people they do not report to directly or interact with at work on a regular basis. Other organisations have looked at using board members to mentor senior managers or working within a local authority context rather than within a single organisation. Coaching Coaching is often linked with management approaches when it is used internally by organisations. It can be used by managers in conjunction with personal development objectives to fast track leadership skills. Some organisations report using coaching at all levels of management to enable staff to take responsibility for delivering objectives and working towards the corporate plan. Management approaches Organisations that have taken a proactive approach to developing leadership often mention the importance of management in supporting their approach. They set clear objectives for managers in developing their staff and managers work constructively with staff to develop their skills, including leadership skills, e.g. by suggesting internal programmes that could support their development and putting them forward for internal cross-working teams. Measures of progress against leadership development objectives are incorporated in performance management criteria and aptitude for taking on leadership roles are incorporated in job selection criteria. Graduate traineeships Particularly within a local authority context, some organisations have been able to benefit from graduate trainee schemes. These are seen as providing future leaders who can be fast-tracked through to management positions. Graduate trainees can provide new perspectives on organisations, processes and management approaches and can help to counteract the hierarchical and somewhat static approaches to staff development reported in some organisations in the sector. By working within a wider framework, e.g. the LGA graduate traineeship, organisations are able to manage the cost of the programme and devolve the administration to another body. Bespoke leadership development courses There are a range of approaches to bespoke leadership development courses, e.g. commissioning a training provider to offer the courses in-house, selecting specific external courses that are approved and funded for staff to attend, offering internally facilitated courses, and working with HE or FE institutions to design bespoke courses that are appropriate for staff. The benefit of these courses being internally selected or commissioned is that they generally fit into broader staff or organisational development plans and are likely to be of direct benefit to the participants in their work. However, a minimum cohort size would be required to make internally commissioned courses viable, meaning it may be difficult for very small organisations to employ this approach. Systemic/whole organisation approaches to leadership development This is perhaps the most difficult approach to quantify. It involves organisations identifying leadership development as a key priority as part of corporate goals or organisational transformation plans. The approach would include a review of organisational structures, staffing, roles and responsibilities as well as a development plan for the organisation, prioritising the adoption of leadership development. This approach embeds leadership development into organisational objectives and while it is very challenging to achieve alone, it may be an interesting approach for organisations that are undergoing significant change for other reasons. 3.2.1 Case studies The organisational case studies below are mainly taken from England, this is due to different approaches to data collection across the four countries. It is hoped that case studies from each of the nations could be added in due course. It has not proved possible to find any case studies of internal leadership development work in archives, which may point to a lack of such schemes within this sector, or may reflect the difficulty of engaging with the sector to identify such schemes. Libraries Northern Ireland Libraries Northern Ireland has adopted a number of strategies to develop leadership within the service. It is a new organisation and has therefore had the opportunity to weave leadership development into the organisational structure. Leadership has been established as a key requisite of Libraries NI in the corporate plan and the corporate values endorse leadership. The Learning and Development plan also emphasises the value of nurturing staff in action. Libraries NI has become a member of the Centre for Competitiveness, expressing its commitment to continuous improvement. Staff have been trained in the EFQM model, are participating as product assessors and using the model as a planning tool. In addition, it has established links with established management bodies such as the Chartered Management Institute which allows staff to gain accredited management and leadership qualifications and the possibility of working towards becoming a Chartered Manager. Internally, processes have been put in place to develop leadership qualities in staff. These include: A competence framework for senior leaders which is being implemented with existing staff and used to inform recruitment of new staff A performance management framework and training plan that identifies learning priorities and develops individual learning plans Committee structures that empower staff to present at board level Aberdeenshire Museums Service This Local Authority Museum has identified the following leadership qualities which are required within the service: Clear sense of direction Political know-how Practical knowledge Patience People skills As a result it has developed a new team-based approach to running the service. This approach encourages openness and staff can feel more comfortable about speaking their minds and coming forward with ideas. Results have been very encouraging and staff are happier and more confident as a result. All staff are also encouraged to attend external training courses to improve CPD and service needs. A Welsh Library Service One L.A. Library Service in Wales provides access to ILM Level 4 qualifications to all library management staff. Supervisory management NVQs are available to library assistants. Other development requirements are determined by personal development reviews for example one member of staff has recently undertaken a Neuro Linguistic Programming qualification. Coaching and mentoring opportunities have been introduced via the PSMW programme. Staff have also gained NVQ qualifications linked to Assessment Centre requirements. The service senior management team has also undertaken the CyMAL “Unleashing Potential” Organisational Development programme which was tailored to support the team to refocus and develop its capacity to take forward and deliver on the vision for their service. Historic Royal Palaces There were a number of reasons why Historic Royal Palaces (HRP) embarked on a programme of organisational change and leadership development. The initial stimulus for change in the organisation was the move from state funded organisation to independent charity: moving away from civil service roots to a modern, customer focussed business. As part of this there was a need to change current leaders’ approaches. The second stimulus for change was appointment of Michael Day as CEO in 2003. Although HRP was operating as a successful business it needed to work on becoming a great conservation charity there was a need to move towards a greater narrative focus. He also identified some issues for the organisation including inconsistent branding across marketing communications and sites and low brand recognition. The first phase of work was an identity project for the organisation to identify its cause/mission and explore how this would be enacted. Consultants were employed to help define the cause and identify four key priority areas and staff were engaged to work in cross-organisational teams on creating the strategy in four key areas: Story-telling Visitor experience People Wider world An existing senior manager organised each team and selected staff from all levels and different sites to join their team. Selected staff worked only on this project for three months. This was designed to be an empowering, action learning process and mew ideas from each team were fed into the strategic plan e.g. membership scheme, exposing conservation work to the public. The blueprint projects were a form of action learning and the organisation now regularly creates cross-functional project teams The work on people change and leadership development came out of the ‘People’ blueprint team. They developed a performance/competency framework which drove the people change programme. A consistent approach to performance management was developed across the organisation and all training and support designed to develop the new competencies. As part of the new vision the organisation concentrated on recruiting more customer-focussed people, more people from commercial backgrounds with more focus on skills and abilities, less on accumulated knowledge. Leadership behaviours were identified using the performance framework. Inhouse workshops were developed to support leaders in understanding what the new performance framework means for them and their teams. 150 managers and team leaders attended the initial round. The workshops consisted of 3 modules each lasting 2 days: Managing yourself Managing individuals Managing your team External consultants help to deliver the workshops. This training is now ongoing for people who put themselves forward for it and new managers. Additional leadership projects have been developed as the need arose, including: Managing projects the HRP way Coaching and mentoring Coaching is part of the way that HRP works and that managers are taught to manage The new performance framework and training has had a transformational effect for leaders to be able to understand themselves and their roles. The organisation appreciates the importance of leadership much more, following the transformations that have taken place over the past 12 years and tolerance of underperformance has gone down. HRP now tries to embed leadership at all levels. “Owning the issue and getting it done” is a core competency for all. Staff are encouraged to challenge the status quo and find new ways for improving things. There is a staff survey every two years which involves all staff and asks for ideas. Teams analyse the results of the staff survey in the context of their team and what they can do to address any issues arising. There is a buddying system at all levels in the organisation for new employees. Mentoring was identified by participants in the management training as an additional support required. Mentors are identified from among senior staff, including the CEO. Identifying future leaders and making sure they get the development they need to progress within the organisation or to progress out if appropriate has become a key priority. Because of the multi-site nature of the organisation there are opportunities for progression across all the different sites. This is also important for succession and talent planning. Emergent leaders are identified by team managers and encouraged via performance and development review. There is a new team leader development programme just about to launch which will address the issue of bringing on first rung management. The recruitment process gives a good overview of how to get involved and show your potential. Barking and Dagenham Library Service Barking and Dagenham Library Service has identified a number of challenges for leadership development in the public sector, including: The need to work with and develop existing staff The need for performance management rather than changing staff The need to embed notion of responsibilities at all levels, not just in ‘leaders’ Barking library is situated within the Barking Learning Centre, which provides an opportunity to make links with local FE and HE providers. Barking and Dagenham Library Service has worked with the University of East London to develop a leadership course that’s relevant to staff and meets its organisational needs. Shiraz Durani, who used to teach the masters in LIS at London Met has been involved in designing the programme, but the head of Barking and Dagenham Library service has had significant input. Some of the content designed by the academic course designers was too abstract and did not provide enough flexibility for the different staff members who would attend. The course is presented as a module at present rather than accredited within a qualification framework because of the need to appeal to all staff: it is important not to put staff off who might think it’s too basic or too advanced for their current level of academic attainment. However, the course has been submitted to CILIP for their approval. The course will run from September 2010 for 3 months. There has been a staff briefing to let them know about the course. Take up is voluntary and about 10-12 participants have come forward so far. Participants are from all levels within the organisation, not just senior managers. One barrier to take up has been that participants have to invest their own time in the course – certain activities take place outside of paid office hours. The course framework has been designed to be engaging and relevant for staff and includes: 3 hour learning sessions split as follows: o 1 hour lecture o 1 hour debate/discussion o 1 hour ‘learning by doing’ – talks from people working in the sector on techniques they have used in real life situations A practical project that will be carried out by the participant in the service Money will be ring-fenced for innovation projects that participants in the course will initiate in the service as part of their course. The course has been designed to work as a ‘leadership incubator’ but also bypassing the issue of ‘cherry picking’ staff or favouritism. If the course is a success, the aim is to roll it out to London Libraries. Barking and Dagenham Library Service will run a seminar on leadership development in December 2010 which will showcase the course and celebrate the achievement of the individuals who participated in it. Ironbridge Gorge Museums Trust Ironbridge Gorge Museums Trust has a strategy of investing in leadership development for senior staff, and it tends to use external leadership courses to do so. Business Link West Midlands (BLWM) have done a baseline assessment of the museum and have identified the following priority areas for further development: Green tourism Social media training Leadership Those selected for leadership training are already good managers but have skills they can develop further. Investment is perceived by the organisation to be for now and the future: both to benefit Ironbridge but also any other heritage organisations they may go on to lead. Ironbridge also uses leadership training to support senior staff morale and sense of being valued by demonstrating the organisation’s investment in them and providing a return for their commitment to it. This can also support general morale as senior staff morale cascades down and people recognise that Ironbridge is an organisation that invests in staff. The organisation is supporting people through the AMA, which is seen as leadership and professional development. The organisation also invests in line management training through Renaissance West Midlands. 4 of the management team are currently going through Renaissance funded leadership programme ‘Leading Change’ (outlined in section 3.1 of this report). They were selected on the basis of an appraisal need identified and were provided with mentors while going through the training. External training provides staff with networks in the region at a different level from CEOs, it strengthens learning and partnerships between museums in the region. Ironbridge also supports internal approaches to leadership development. The museum is able to exploit links with the Ironbridge Institute which provides staff with additional opportunities to participate in projects and widen their skills base. They invite external speakers to management team meetings, conduct regular management awaydays and have a staff suggestions forum. There is a cross-cutting green tourism team that takes in senior and junior staff from across different parts of the organisation. Ironbridge also invests in front of house managers meetings and personal development training opportunities e.g. shadowing colleagues in different museums and bringing learning back to Ironbridge. The museum feels that there is no substitution for the external opportunities, but there are some ways they could compensate if external funding were withdrawn, e.g.: Informal mentoring, perhaps using contacts from the board of trustees to mentor staff Make more use of the AMA and use mentoring and coaching to support it Enhancing internal meetings with more external speakers. Devon Library Service Devon Library Service provides some examples of how it has benefited from Local Government leadership initiatives in the past. However, at the time of writing the initiatives mentioned in this case study have been withdrawn due to lack of funds and the status of the graduate traineeship is uncertain due to a hiring freeze within the library service. Inspiration Leading to Excellence is a Local Authority wide leadership programme available to library staff. It consists of a 3 day residential course focussed on developing leadership qualities. This course, which is for senior staff members, is underpinned by a middle managers and aspiring managers course. The course has been discontinued due to budget constraints, but there is still informal spotting and nurturing of talent going on at a local level Devon Library Service participates in the IDeA graduate trainee scheme, a 2 year programme for graduates. Devon took a placement for 6 months. This person was found to be so able that she was taken on to manage a capital project. This scheme has changed perceptions in the service about the potential of younger people to take a leadership role and contribute to delivering major projects. However, due to restrictions on hiring, the graduate trainee’s contract may not be extended. The service is also undergoing a process of organisational chance which will develop new leaders in the service. Senior managers are in the process of dismantling hierarchical structure where decisions are delegated up. This involves opening up channels of communications between management and front-line staff. For example, the Head of Service contributes personal message to every weekly bulletin for staff. Cross-organisational cross-level working groups have been established and senior managers conduct staff road shows in 5 venues around the county once a year to engage staff in the business plan and explain what they will be required to do to help to meet objectives. This process makes senior leaders visible to staff, engages staff in dialogue about the business plan and creates empowered local decision making about services. In the current business environment this kind of empowerment has become more important as staff will need to take responsibility for decision-making and budgets at much lower levels if tiers of middle managers are taken away. Staffordshire Library Service Staffordshire is a very large LA which has traditionally lacked structured development of leadership. However, it has undergone a lot of organisational change recently, which has provided the opportunity to adopt a more systematic approach to leadership development across the library service and other services. Within Staffordshire LA, workforce development is managed by a team of 4 who work both on delivering the programmes and the principles and philosophy behind them. Courses and interventions are designed around the needs of the job and bespoke to Staffordshire. Training aims to change mindsets and applications, it does not start at a behavioural level as this is not thought to be as effective. Staffordshire Manager is a programme in place across the LA. Staffordshire commissioned Sen Delaney to apply their leadership development approaches to the organisation. The aim of the training is to bring about a culture change among managers. This has resulted in a pick and mix training programme where course elements can be selected according to operational priorities and individual need. The LA is now developing a course specifically for leaders, aimed at 180 senior staff across the authority. This will be a specific senior management course including a Masters level leadership programme. The need for this has been identified because managers need to deliver new ways of working and respond to new operating models e.g. more partnership working, lateral thinking about services and what they can deliver. Optimising Team Performance is a 3.5 day course whose aim is to shift the mindset of team leaders and provide communications skills feedback to team members. It adopts a coaching approach to get staff to take ownership for their work, problems, people and issues and to help managers become better decision-makers. This course averages £20k ROI per attendee in terms of the changes they implement in their team. Additional courses are offered to build on this e.g. a 2 day coaching and performance course, an influencing and negotiating course. Staffordshire are developing accreditation for all leadership development training so that it can count towards Honours Degree level qualifications, depending on the number of credits achieved. They believe the accreditation acts as an incentive to continue in the programme. The Museum of London The Museum of London is the lead partner in a London Hub pilot project being funded through Renaissance to senior managers an intensive programme of one-to-one coaching sessions with an experienced and qualified executive coach over 3 months . The sessions last 1 ½ hours and will take place every 4 weeks. At the outset of the programme each participant agreed a clear set of personal development outcomes against the background of organisational objectives. The programme will be evaluated to measure the impact of the coaching on the achievement of the identified personal and organisational objectives .The context for the project is leadership in a change situation; therefore HR teams in partner museums have nominated participants (1 per Hub museum) who are currently involved in a big development within their organisations (e.g. dept restructure, capital development, changes to their own role, changes to a business model/area they are managing). The pilot has been developed so that it integrates with day-to-day responsibilities, so coaching is happening within an actual situation. The objectives are set with participants’ managers to ensure clear aims to track change against. The Hub commissioned Redsky learning to conduct the pilot. Redsky is a training consultancy who have worked with Museum of London providing management development training. The London Museums Hub has decided to introduce coaching as opposed to training or mentoring because they feel it has the potential to meet a number of specific needs: The need to make effective use of senior managers’ time. Whilst there are many well respected leadership development courses, they involve periods of time away from work and the London Hub has had difficulties in the past in finding candidates able to commit to this on top of their existing workloads. Coaching allows support to take place in the workplace and can be flexibly scheduled around existing workloads and commitments. The need to obtain senior managers’ commitment to their own development. By definition coaching takes place over a short period to address specific ‘real life’ challenges. This should make it easier to gain staff commitment to the process as senior managers see the direct application of leadership traits and skills to their work rather than learning about abstract principles of leadership. The need to address specific needs: Coaching can be geared to specific issues. Unlike mentoring, which is a longer, less formal and less structured relationship, coaching is focussed on Essex Library Service Essex Library Service benefits both from a bespoke development programme for library staff and a wider scheme working across the Local Authority. Essex Libraries Leadership Development Scheme The Essex Libraries Leadership Development Scheme was developed with the aim of motivating and retaining staff and enabling the library service to identify and develop staff with the potential to take up key positions in the future. The scheme aims to enable staff to: Gain knowledge and experience outside their current job role Understand the requirements of a higher level post in terms of skills and knowledge Gain a better understanding of the wider political, professional and corporate context within which the service operates. The scheme ran for 6 months from October 2009 to March 2010. All existing Band 5 managers were given the opportunity to apply for time away from their substantive post to pursue development opportunities or to work on a specific project within the library service. 3 temporary posts (using existing job profiles) were created (2 Group Managers and 1 Specialist Manager) to enable Band 5 managers to be freed up in order to take on development opportunities. In addition, a temporary Audience Development Officer post (Band 4) was created in order to encourage staff to “try out” this role, as this had been a post where the service had experienced recruitment difficulties, and to increase the capacity within the team in order to enable other ADOs to take up development opportunities. Applicants for these secondments were not required to be able to carry out the roles and responsibilities at the start of the scheme as support would be available to them to develop the necessary skills and knowledge. The posts of the successful applicants for these secondments were then filled on a temporary basis in order to give the widest possible development opportunities to staff of all grades. The process involved the submission of expressions of interest and competitive interviews. Each Band 5 manager who was awarded time away from their substantive post was required to draw up an action plan with their line manager in order to give purpose and structure to the experience. Activities undertaken included work shadowing, attendance at meetings, research, involvement in projects and initiatives and time spent in other ECC service areas and in organisations outside ECC. As part of the scheme, the library service worked with the corporate learning partner and designed a development centre, based on the competencies required not just for a Band 5 post but also for higher level posts, in order to enable staff to identify skills gaps and produce an action plan which would address them. Participants were drawn from across the organisation: Specialist Managers (Band 5) Group Managers (Band 5) Audience Development Officers (Band 4) Customer Services Supervisors (Band 4) Senior Customer Services Assistants (Band 2) Customer Services Assistants (Band 2) Of 25 Band 5 staff that were given the opportunity, 12 took up the offer. However, the scheme impacted on many more staff - not just those who provided backfill but all staff who came into contact with the secondments and were managed by a different line manager. All participants have evaluated their experiences and identified how the learning will be applied in their substantive role, how they themselves have benefited and how ECC/ Essex Libraries have benefited from the scheme. Some of the outcomes mentioned by participants in the evaluation include: Greater understanding of their own role due to coaching another person in that role. New viewpoints and perspectives brought to situations leading to improved solutions to problems. Increased levels of strategic awareness and strategic thinking. Time to carry out in depth research and acquisition of new ideas for service improvements. leading to improved service provision. The chance to observe different styles of management leading to reflection on their own style and an understanding of the need to change styles to suit each situation. The opportunity to experience working at a higher level in a safe environment, an improved understanding of the big picture - how libraries fit with corporate strategies and policies – and increased networking and contacts with people with whom to work in future. Increased confidence and mental stimulation, new skills and a renewed commitment to continuous improvement. Perception across the library service that senior managers really are interested in developing staff. The programme has also seen some practical outcomes for the service, including a map of the political, professional and cultural context of the library service; the establishment of a Twitter account to market the library service; creation of a Partnership Toolkit; and a promotion to a higher graded post. Two other development schemes were also running: - a mentoring scheme whereby frontline staff were mentored by Audience Development Officers and a secondment scheme with the Answer Direct information service for Enquiry Officers. The aim of the Answers Direct scheme was to enable staff to develop their information and customer service skills, in order to improve the frontline service offered in libraries. The aims of the Audience Development Officer mentoring scheme were to build awareness of the ADO role among operational staff, to provide a development opportunity for the mentors and to grow staff and support them so they could be ready to apply for ADO posts when vacancies arise. Essex County Council Leadership Development Team The Leadership Development Team has a varied remit to provide leadership development across Essex County Council. The team provides support for leadership development within the Council in the following ways: Leadership Talent Leadership talent is the term used in ECC to describe the approach to the identification, retention and development and utilisation of future leaders. There are a range of resources available to assist managers in identifying and supporting their talented staff. Leadership Academy The Leadership Academy is a senior leadership programme for employees at Bands 8-10 who are identified on the Leadership Pool as future leaders. Developed in conjunction with Judge Business School, the programme uses a blend of Business School Residentials, Coaching, Myers Briggs Type Indicator (MBTI), and a bespoke Leadership Development 360° Feedback, to support leaders in developing the skills and behaviours they need to lead teams to achieve the ECC key priorities. Emerging Leaders Programme Closely aligned to the Leadership Academy, the Emerging Leaders Programme is a leadership programme for employees at Bands 5-7 who are identified on the Emerging Leaders Pool as potential future leaders. Also developed in conjunction with Judge Business School, the programme uses a blend of Business School Residentials, Development Centre, MBTI and 360° Feedback to develop our leaders of the future. Participants on this programme also undertake some group work between residentials. Leadership Development 360° Feedback Tool Currently available to identified staff in bands 8-10 and those undertaking the Leadership Academy, this tool features ECC’s Leadership Competency set as a method of collecting feedback from a variety if people we work with. 360° feedback is a highly effective method for raising awareness about your leadership skills, style and behaviour, in a way that helps you to focus on, and plan, your development needs. The leadership Development 360° is the tool we use on the Emerging Leaders Programme, and the Leadership Academy. Fast Track Management Programme Now in its eighth year, the Fast Track Management Programme has developed a host of graduates to take up roles as managers and leaders with ECC. The two year programme provides participants the opportunity to undertake four different placements across the organisation, achieve a formal qualification in management, and experience a range of personal and professional development. Succession Planning Succession planning is a process for identifying and developing individuals who have the potential to fill key or critical, or hard to fill organisational positions. In addition, it ensures the availability of experienced and capable employees who are ready to assume these roles as they become available. 4. Conclusions The research conducted to inform this report has revealed a very variable situation with regard to leadership development activities in the sector. There are a number of external courses available to develop leadership, especially in England, however some of these courses are also available for people working in the sector across all four nations. There may be a lack of awareness of these in some organisations in the sector, despite the fact that there has been relatively good take up of the formal learning offered. The Cultural Leadership programme has noted that it is hard to engage museums, libraries and archives in the more informal aspects of leadership development, such as action learning activities, networking, mentoring and coaching. However, those organisations who responded to requests for information on leadership requirements stated that these types of interventions would be valued. In England it has been possible to find a number of individual organisations offering internal leadership development to staff. This is often linked to an explicit corporate priority and is often stimulated by organisational change and the recognition that the service needs new skills, succession planning and greater leadership in order to meet the challenges it faces. There is often an emphasis on leadership throughout the organisation, but with a specific focus on current and emerging leaders for formal leadership training. In Scotland, Wales and Northern Ireland it has been more difficult to find such examples, however this may be due to data collection methods and the difficulty of engaging the sector on these topics rather than because these kinds of activities are not taking place. It is clear that the smaller and less well-resourced the organisation is, the more difficult it becomes to release staff for leadership development training and the fewer opportunities there are for strategic leadership planning and individual progression within the organisation. Library services in particular appear to have benefited from being included in Local Authority-wide leadership development activities and it may be worth exploring whether other organisations in the sector could benefit from membership of a wider corporate body in this way (e.g. professional associations, regional workforce development fora etc). It has been very difficult to find any examples of leadership development activities driven by the archives sector, however this may also be due to difficulties in data collection. It is encouraging to see how many organisations have taken leadership qualities and embedded them into performance management and person specification criteria. This demonstrates a sophisticated understanding among some organisations in the sector of the importance of leadership in achieving corporate goals. The focus on innovation that some examples provide, particularly with emerging leaders, is also a positive development and one that can help to combat some of the concerns about the hierarchical nature of the sector voiced by some respondents to the research. The broad reach of many of the external leadership courses (especially within England) also provides a solid base for further activities in the sector. However, there are some weaknesses in the current picture. The patchy nature of leadership development activity has been noted already. This appears to be most serious outside of England and among smaller organisations. While external leadership courses have many benefits, particularly for these smaller organisations, there is sometimes a lack of coherence between the course and the work-based situation which can limit the effectiveness of these activities in creating change and development within the sector. Individuals who have attended these courses may find it easier to move out than to work within their organisation in order to put the ideas they have learnt into practice. Internal leadership development activities are often innovative, effective and designed to benefit both the organisation and the individual. However, there is a lack of awareness within the sector of what is currently going on in individual organisations which may make each organisation’s effort less efficient than it could be. This report attempts to begin to make links between different internal programmes and begin the process of greater communication and collaboration within the sector on these issues. There are some regional workforce fora which do share knowledge among their members – these should continue to be supported and encouraged as a way of facilitating information exchange on leadership activities. The process of collecting information on leadership initiatives has also revealed a number of issues relating to leadership development which the sector believes to be important going forward. These include: The need to combat the hierarchical nature of many organisations in the sector in order to develop new talent and avoid losing potential leaders Innovative leaders can find it difficult to carry out change in the sector because of bureaucracy The need to diversify the talent base in the sector, including class, ethnicity, educational attainment and the kinds of skills that are valued The lack of capacity within small and tightly resourced organisations to support this kind of workforce development activity The lack of emphasis on leadership in academic courses for the profession and professional qualifications How can the public sector tap into private sector ways of working for improvement? Succession planning – looking at the leadership gap that the service is facing in the next 10 years and finding talented younger staff to bring up through the ranks Several respondents in this research also emphasised the difficulty of combating these issues in the current financial and political environment. Freezes in hiring, job losses and reduced workforce development budgets all create a challenging environment for leadership development. Despite this, some feel that it is precisely because of the huge currently taking place in the sector that leadership development is more important than ever. Leaders need new skills in order to operate in new political and organisational contexts and the radical restructures that many are experiencing could provide an opportunity to rethink the role of leadership and how it is embedded in the organisation in order to improve effectiveness going forward.