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Session Overview
Location: Joseph Black Building, C407 [Floor 4]
Capacity: 50 persons
Date: Tuesday, 22/Aug/2023
1:15pm - 2:45pm26 SES 01 B: School Improvement and Development Through the Lens of Educational Leadership
Location: Joseph Black Building, C407 [Floor 4]
Session Chair: Joan Conway
Paper Session
 
26. Educational Leadership
Paper

Autonomy in Educational Leadership: Elements Opening and Closing Decision-making in Quality Assessment and -Development

Rikke Axelsen Sundberg

University of South-Eastern Norway, Norway

Presenting Author: Sundberg, Rikke Axelsen

The concept of quality in education is an important framing for both policy and practice, spanning through international, national and local levels of policymaking and school leadership (Kauko et al., 2018). In a European context, there has been a move towards more output-control of schools in many countries (e.g. Sweden and Ireland), often combined with decentralised governing systems where school districts and schools are given extended autonomy, and in turn opening up for more diverse schooling. In these systems, quality control focus on the end “product” of schooling through for instance standardized testing or examinations rather than on processes, giving school leaders the possibility to take local context into account when making decisions on quality development (Wermke & Salokangas, 2021). However, quality imperatives defined externally might in some cases differ from professional standards, ethics or beliefs held by the diversity of professionals working within education. This means that school leaders face and are expected to make decisions based on at times contesting ideas of what constitutes quality and how to assess and work towards this, both in long term strategic work and in day-to-day decisions (Brauckmann et al., 2023).

The aim of this study is thus to gain more knowledge about which and how different elements might inform educational leaders’ decision-making processes on an institutional level by focusing on the opening and closing of decision-making related to quality assessment and quality development. While granted extended autonomy, school leaders’ scope of action is nevertheless regulated by many different elements like policy events, administrative systems, and negotiations between different groupings and levels both within and outside of schools. As an example, an explicit expectation from local policymakers to increase interdisciplinarity and collaboration across subjects with the aim to enhance the quality of schooling might collide with some teachers’ professional stance against the idea of interdisciplinarity and collaboration revealing different professional understandings of what constitutes quality in education. While research on autonomy in education has increased the last decades, there is still a need for more empirical research on leadership autonomy that considers the dynamic and multidimensional character of the phenomenon (e.g., Wermke et al., 2023). Taking a particular interest in the distribution of autonomy between local schools and county municipalities, the exploration in this paper is guided by the following research questions:

Which elements inform or regulate decision-making processes related to quality assessment and -development in local education leadership, and further How is leadership autonomy distributed and negotiated between schools and county municipalities?

The study is framed by a conceptual understanding of autonomy in schools as a multidimensional and context dependent phenomenon made up of several levels and domains (Gobby et al., 2022; Salokangas & Wermke, 2020). Understanding policy as enacted and organising normative discourse (Ball et al., 2012; Levinson et al., 2020) this paper zooms in on leadership autonomy on an institutional level (i.e. schools and county municipalities) (Cribb & Gewirtz, 2007) and focus on the domains of development and administration (Salokangas & Wermke, 2020). While exploring the phenomenon of leadership autonomy in a Norwegian context, the regulation of school leaders’ decision-making by many different elements is not unique to Norway. This indicates that findings from this study is important far beyond the Norwegian context, particularly to countries with decentralised governance systems where local autonomy plays a central role in achieving high quality education. The study also contributes to deepening our understanding of the development of school leadership as a profession in its own right.


Methodology, Methods, Research Instruments or Sources Used
Taking an abductive approach to the topic, the study is designed as a small-scale ethnographic exploration of the everyday work of 17 school leaders in two upper secondary schools and one county municipality in Norway (Erickson, 1986; Sandler & Thedvall, 2017). During a time span of one schoolyear, nearly 100 hours of meeting observations and field conversations, as well as documents like meeting agendas and minutes, local and national policy documents actively used by the leaders were collected and analysed. Data material from the local education authority include semi-structured interviews, as well as documents. Inspired by the “zooming in” and “zooming out” of micro-process studies (Little, 2012), observations were guided by questions on leaders’ situated and enacted collective decision-making in matters concerning quality assessment and quality development, who or what informed or impacted decisions as well as what documents or artefacts were important in the process.
The two schools participating in this study were chosen through convenience sampling. As a result of a research- and development collaboration between the university and these schools, the author was invited to follow the leader-groups of the two schools over a full schoolyear. School 1 (Ibsen) is a large upper secondary school primarily offering university-preparatory programmes while school 2 (Haaland) is a smaller upper secondary school primarily offering vocational education programmes. During the school year in question, Ibsen was focusing particularly on a project of restructuring their study programmes on offer, whereas Haaland had chosen adapted education as a particular area for quality enhancement. While the two schools are located in two different (but neighbouring) municipalities, they are administered by the same school owner, which in the case of public upper secondary schools in Norway is the county municipality. This local education authority particularly stressed enhancement of professional learning communities in local schools through their policy documents. All data material was transcribed and organised in NVivo and analysed using thematic analysis in order to identify areas of decision-making as well as the diversity of actors, ideas and artefacts informing these decisions (Ball et al., 2012; Braun & Clarke, 2006).

Conclusions, Expected Outcomes or Findings
Reflections on preliminary findings indicate that leaders’ decision-making in schools related to quality assessment and -development, while largely framed and initiated by local and national policy events and documents, is particularly challenged by aspects of teachers’ professional, social, and emotional needs. As an example, the initial idea of restructuring the study programmes at Ibsen to enhance interdisciplinary work was largely moderated due to a group of teachers arguing emotionally for the importance of collaborating closely with other teachers within the same subject area. Administrative structural elements like scheduling, and physical elements like school buildings also restricted the leaders’ decisions to a large extent. While possibly always precent in school leadership autonomy, findings also indicate that conflicting elements rise to the surface when larger changes to practice are required, i.e. when implementing new curricula reforms or reorganising institutions. At Haaland, the leaders’ attempts to develop formative assessment practices as a result of changes to the national curricula, was met with resistance particularly amongst maths-teachers. When several large development processes take place in parallel, communication between institutional leadership levels seem to be crystallised. This might generate more room to manoeuvre within the institutions as a result of reducing elements informing decision-making, but can at the same time cause a feeling of “being left to ourselves” (school leader, Haaland) and being more exposed to risk when external elements are not there to guide or restrict decision-making.  
References
Ball, S. J., Maguire, M., & Braun, A. (2012). How Schools Do Policy: Policy Enactments in Secondary Schools. Routledge.
Brauckmann, S., Pashiardis, P., & Ärlestig, H. (2023). Bringing context and educational leadership together: fostering the professional development of school principals. Professional Development in Education, 49(1), 4-15.
Braun, V., & Clarke, V. (2006). Using thematic analysis in psychology. Qualitative research in psychology, 3(2), 77-101.
Cribb, A., & Gewirtz, S. (2007). Unpacking autonomy and control in education: Some conceptual and normative groundwork for a comparative analysis. European educational research journal EERJ, 6(3), 203-213.
Erickson, F. (1986). Qualitative Methods in Research on Teaching. In M. Wittrockk (Ed.), Handbook of Research on Teaching (3rd ed., pp. 119-161). MacMillan.
Gobby, B., Wilkinson, J., Keddie, A., Blackmore, J., Eacott, S., MacDonald, K., & Niesche, R. (2022). Managerial, professional and collective school autonomies: using material semiotics to examine the multiple realities of school autonomy. International journal of leadership in education (ahead-of-print), 1-17.
Kauko, J., Takala, T., & Rinne, R. (2018). Comparing politics of quality in education. In J. Kauko, T. Takala, & R. Rinne (Eds.), Politics of Quality in Education: A Comparative Study of Brazil, China, and Russia (pp. 1-17). Routledge.
Levinson, B. A., Winstead, T., & Sutton, M. (2020). An Anthropological Approach to Education Policy as a Practice of Power: Consepts and Methods. In G. Fan & T. S. Popkewitz (Eds.), Handbook of Education Policy Studies: Values, Governance, Globalization, and Methodology (Vol. 1, pp. 363-379). Springer.
Little, J. W. (2012). Understanding Data Use Practice among Teachers: The Contribution of Micro-Process Studies. American journal of education, 118(2), 143-166.
Salokangas, M., & Wermke, W. (2020). Unpacking autonomy for empirical comparative investigation. Oxford Review of Education, 46(5), 563-581.
Sandler, J., & Thedvall, R. (2017). Introduction: Exploring the Boring. An Introduction to Meeting Ethnography. In J. Sandler & R. Thedvall (Eds.), Meeting Ethnography: Meetings as Key Technologies of Contemporary Governance, Development, and Resistance (pp. 1-23).
Wermke, W., Nordholm, D., Anderson, A. I., & Kotavuopio-Olsson, R. (2023). Deconstructing autonomy: The case of principals in the North of Europe. European educational research journal EERJ, 147490412211386.
Wermke, W., & Salokangas, M. (2021). The Autonomy Paradox: Teachers’ Perceptions of Self-Governance Across Europe. Springer, Cham.


26. Educational Leadership
Paper

Exploring the Relationship between Principal Retention and School Improvement: First Evidence from Public Schools in Chile

Sergio Galdames1, Gonzalo Ruz1, Paulina Morales2, Alvaro Gonzalez3

1Universidad de Santiago, Chile; 2Universidad de Chile, Chile; 3Universidad Catolica Silva Henriquez, Chile

Presenting Author: Galdames, Sergio

Previous research has highlighted the fundamental contribution of leadership to educational improvement (Leithwood et al., 2020). Although there are different conceptual approaches to leadership, the evidence is conclusive in identifying the crucial role of principals in school success (Day et al., 2010). During the last decades, studies on the importance of school leaders have been accompanied by a growing global concern about a shortage of people willing to lead schools. There is a common agreement across most educational systems that school leadership has lost popularity, generating a scenario where fewer people are interested in applying, and more leaders are leaving the position (Hancock et al., 2019). As Towers points out, the challenges of recruitment and retention has generated "a leadership crisis" (2022, p. 206). This crisis is not new (Gajda & Militello, 2008) as evidence of this difficulty could be found as early as the 1980s (Simpson, 1987), with a spike at the turn of the century (Earley et al., 2009) and consolidation during the last decade (DeMatthews et al., 2022). Even though retention studies have increased in recent years, this area is still in "its infancy" (Hansen, 2018, p. 88).

Previous research has been categorical in explaining the negative consequences of rapid and disorganised principal change (Bartanen et al., 2019). While a certain level of rotation could be seeing as a positive element in schools with severe difficulties, ineffective leadership or communities seeking innovation (Davis & Anderson, 2020), the evidence is conclusive in identifying negative consequences when the change of directors occurs suddenly and repeatedly. As Mascall and Leithwood point out, "While principal turnover is inevitable in every school, too rapid turnover—or succession—is widely thought to present significant challenges to districts and schools" (2010, p. 368). Frequent leadership changes are associated with cycles of decline in school performance (Béteille et al., 2012), which can be explained by the loss of trust in the educational community, reconfiguration of collective memory, changes in school cultures, reallocation of resources, and restoration of visions (Pendola & Fuller, 2021).

In Chile, massive changes have been introduced during the last decade to enhance principals' performance, including a professional framework framing practices and responsibilities and an investment in professional development for current and future principals (Campos et al., 2019). In 2011, law 20.501 reshaped the selection process for principals, focusing the responsibilities of leaders on school improvement and instructional change through a 5-year performance agreement between principal and the local authority. Each selected principal must implement an improvement plan, setting goals and objectives around student’s learning (Montecinos et al., 2015). Yet, after a decade of implementation, little is known about the policy's success, particularly in selecting and retaining principals, and even less about the relationship between principals' retention and improvement. Building upon a decade of data, this paper aims to contribute to the global and local debate about principals' career path and school improvement. The main questions this paper seeks to answer are:

  • What is the percentage of retention of school principals?
  • What is the probability of retention of a female principal compared to a male principal with the same characteristics (age, region, and type of school)?
  • Is there a significant difference in retention analysing principals by age, region, or type of school? If so, where is the difference?
  • Is there a relationship between principal retention and school improvement? If so, how is the relationship?

Methodology, Methods, Research Instruments or Sources Used
Under a quantitative paradigm, we explore the last decade of principal selection and retention. Using a publicly available database from the Civil Service, we analysed all the hiring decisions in primary and secondary public schools in Chile, from the first selection in January 2012 to the last in December 2021. Particular attention is given to the cases in which principals were hired for two consecutive terms to lead the same schools.
Over 6.520 selection processes were analysed, where 4.242 principals were selected. To answer the research questions, first we use descriptive analysis and Multinomial Logistic Regression (MLR) to estimate the probability of retention of a female principal using a linear combination of the previously identified independent variables (age, region, and type of school). For the MLR, initially we identify the equation for the nominal dependent variable, and then we will estimate the probability of retention of a female principal. We will also use the Wald test to determine if the coefficients in the MLR are significantly different than zero. If the coefficient is different than zero, we will assume that its contribution is significant. Finally, we estimate the odds ratio of retention of a female principal compared to male principals.
To estimate if the differences are statistically significant, we will use a 3-way ANOVA followed by post-hoc tests. The 3-way ANOVA will allow us to determine if there is a three-way relationship among the independent variables (age, region, and type of school) and principal retention. If the F value is statistically significant, we will follow the analysis with post-hoc test to determine where the difference is.
Finally, we explore the relationship between principal retention and school improvement. We used two points of data (2016 and 2019) from the Quality Agency (similar to England’s OFSTED), which categorise schools on four levels of performance (insufficient, medium-low, medium, and high), to establish the direction of improvement. We organised the schools following the model initially proposed by Stoll and Fink (1996). We test this relationship using a Chi-Square test of independence.

Conclusions, Expected Outcomes or Findings
Even though our focus is on principal retention, we notice massive problems in selection. More than 1/3 of the selection process concluded without having selected a principal. This frequency is relatively stable across years and locations. This finding suggests administrative district-level challenges or professional development difficulties that might spill over into retention.
Only 20% of the principals selected got a principalship in the same schools for a second term, 6% obtain a similar position in the same municipality (district), 10% in the same region, and 5% in a different region. Most principals (58%) were selected only once.
Female principals have a significantly higher probability of retention (p < 0.001), where the odd of retention for a female principal is 1.217 higher than for males. We also notice that men tend to migrate longer distances (move across Chile) when securing a second principalship, whereas females tend to stay more often in the same school or district.
Our initial findings strongly suggest a positive relationship between retention and improvement. Using the performance categorisation of the national Quality Agency, our analysis indicates that more frequently improving schools are the ones retaining principals; while strolling and declining schools tend to change principals more rapidly. More work is needed to establish the characteristics of this relationship.

References
Bartanen, B., Grissom, J. A., & Rogers, L. K. (2019). The Impacts of Principal Turnover. Educational Evaluation and Policy Analysis, 41(3), 350-374.
Béteille, T., Kalogrides, D., & Loeb, S. (2012). Stepping stones: Principal career paths and school outcomes. Social Science Research, 41(4), 904-919.
Campos, F., Valdés, R., & Ascorra, P. (2019). ¿Líder pedagógico o gerente de escuela? Evolución del rol del director de escuela en Chile. Calidad en la Educación, 51, 53.
Davis, B., & Anderson, E. (2020). Visualising differential principal turnover. Journal of Educational Administration, 59(2), 177-198.
Day, C., Sammons, P., Leithwood, K., Hopkins, D., Harris, A., & Gu, Q. (2010). Ten strong claims about successful school leadership. En N. C. for L. of S. and C. Services (Ed.), National College for Leadership of Schools and Children’s Services.
DeMatthews, D. E., Childs, J., Knight, D., Cruz, P., & Clarida, K. (2022). More than Meets the Eye: Rural Principal Turnover and Job-Embeddedness before and during the COVID-19 Pandemic. Leadership and Policy in Schools, 1-24.
Earley, P., Weindling, D., Bubb, S., & Glenn, M. (2009). Future leaders: The way forward? School Leadership and Management, 29(3), 295-306.
Gajda, R., & Militello, M. (2008). Recruiting and Retaining School Principals: What We Can Learn from Practicing Administrators. AASA Journal of Scholarship & Practice, 5(2), 14-20.
Hancock, D., Müller, U., Wang, C., & Hachen, J. (2019). Factors influencing school principals’ motivation to become principals in the U.S.A. and Germany. International Journal of Educational Research, 95(April), 90-96.
Hansen, C. (2018). Why Rural Principals Leave. The Rural Educator, 39(1), 41-54.
Leithwood, K., Harris, A., & Hopkins, D. (2020). Seven strong claims about successful school leadership revisited. School Leadership & Management, 40(1), 5-22.
Mascall, B., & Leithwood, K. (2010). Investing in Leadership: The District’s Role in Managing Principal Turnover. Leadership and Policy in Schools, 9(4), 367-383.
Montecinos, C., Ahumada, L., Galdames, S., Campos, F., & Leiva, M. V. (2015). Targets, threats and (dis)trust: The managerial troika for public school principals in Chile. education policy analysis archives, 23(1), 1-24.
Pendola, A., & Fuller, E. J. (2021). Adapt or Abandon: Demographic Shocks and Principal Turnover. Leadership and Policy in Schools, 20(4), 704-726.
Simpson, T. (1987). Headteacher stress. School Organisation, 7(3), 281-285.
Stoll, L., & Fink, D. (1996). Changing Our Schools: Linking School Effectiveness and School Improvement. Open University Press.
Towers, E. (2022). Why do Headteachers Stay in Disadvantaged Primary Schools in London? Leadership and Policy in Schools, 21(2), 206-221.


26. Educational Leadership
Paper

Leading school development: A systematic review

Fred Carlo Andersen1, Marit Aas1, Kirsten Vennebo1, Erlend Dehlin2

1Oslo Metropolitan University, Norway; 2The Norwegian University of Science and Technology

Presenting Author: Andersen, Fred Carlo; Aas, Marit

Leading school development has emerged as one of the key areas within school leadership research (Kovačević & Hallinger, 2019), and in recent decades there has been a growing interest in school leadership, both from institutions, in research and in policy-making. In particular, the interest has been linked to identifying what successful school leadership is in the sense of being effective in improving students' learning outcomes. A recent review of research (Hallinger & Kovačević, 2019) identified leading school change and improvement (LSCI) as one of the key themes or Schools of Thought that have emerged in the evolution of educational administration (EA) as a field of study. Moreover, Kovačević and Hallinger (2019) quantitatively document and synthesize the knowledge base on leading school change and improvement (LSCI) from 1960 to 2017. They show that there has been a largely increasing interest in the research field, LSCI, in particular the last four decades. Their analysis revealed four distinct and partly overlapping directions, or research traditions. Although these four traditions have their own characteristics, they complement and overlap each other. One, Instructional leadership for school improvement (ILSI) is defined by its focus on instructional leadership, influenced by principals' leadership related to that of students learning outcomes. Two, Transformational leadership for school improvement (TLSI) draws inspiration from transformational leadership that has been developed within private sector. This direction focuses on how leaders, primarily principals, create organizational conditions that can promote school development. Three, Shared leadership for change (SLC) direction shares a similar focus on how management can develop and maintain the same organizational conditions that create change. In contrast to TLSI and ILSI as researchers with a focus on distinct leadership styles, SLC researchers tend to adopt a less "uniform" conceptualization of the "source" to management. Four, School improvement (SI) is mainly associated with British and Northern European researchers and has been heavily influenced by school effectiveness studies. Writers within the SI direction seem to focus somewhat less on management but focuses more on school improvement.

Research based on reviewes largely contributes to theorizing within the field. But like Kovačević & Hallinger (2019) point out, the theoretical ideas must be tried out and tested empirically. This implies a great need for more empirical research within the field of LSCI. Thus, the current study aims to produce expanded knowledge within the field through examining empirical research contributions that in the period 2010–2020 are published in a selection of the most influential international journals in the field, in addition to central Nordic journals. The following research question is examined in 45 included articles: What are the characteristics of leadership in the development of schools, and what implications do the findings have for school leadership? Based on the included articles, there seems to be a consensus that the hallmark of leading school development is that leadership can be characterized as a collaborative activity. The articles are categorized into five leadership categories that represent various characteristics of leadership, new leadership tasks and various leadership expectations: Distributed leadership, leadership for learning, leadership in learning organisations, democratic leadership and leadership of organizational development. The categories have grown out of the empirical material. This means that the articles use the terms in their research presentation, either to describe theoretical features of leadership or as analytical concepts.


Methodology, Methods, Research Instruments or Sources Used
The review can be described as a Rapid Review (Khangura et. Al, 2012) which is designed to create reviews in line with certain procedures. A strength of the science mapping methodology is its ability to handle large amounts of data extracted from an existing database of studies. A rapid review has limitations. However, the format has nevertheless been developed in a way that the same requirements for systematics and transparency that apply to any systematic review also apply to this. This review has three limitations: 1) it includes articles published in selected peer-reviewed journals; 2) it is limited to studies published between 2010 and 2020; and 3) languages are limited to English and the Scandinavian languages. The process of selecting articles for review was conducted through several steps. In the first step, we sorted out relevant studies based on title and abstract. In the second step, the 81 publications with potential relevance were read in full text. Six researchers assessed, independently of each other, the studies' quality and relevance. After step two, 45 studies remained, which are included in the review. As a basis for synthesis, the articles were categorized into five categories, which were described and prepared for a configurative synthesis (Gough et. Al, 2017). Configuration is about bringing the findings from the studies together so that they can show us potential connections and develop new knowledge. Each category is introduced by a brief definition.


Conclusions, Expected Outcomes or Findings
In sum, the 45 articles show a clear shift towards what Kovačević and Hallinger (2019) describe as shared leadership for change. We wanted to draw attention to leadership that takes place in the school organization or between levels in the education system, with the aim of obtaining knowledge that can help us to understand connections between leadership and school development.
Studies show the connection between different leadership styles such as instructional leadership and transformational leadership and students' learning outcomes. Instructional Leadership provides knowledge about how successful leaders should lead to improve students' learning outcomes (Hallinger, 1990; Hallinger & Heck, 1996). Similarly, transformational leadership emphasizes how successful leaders should interact with their employees (Leithwood & Jantzi, 2005). The reviewed articles show that many researchers are now concerned with gaining knowledge about how leadership takes place in practice, and why, and not least how leadership can be understood from a different perspective than from the individual leader. This does not mean that the individual leader is less important than before, but that the research is more concerned with studying how leadership takes place within different school contexts. Acknowledging that society is changing fast requires, according to the OECD report "School Leadership for 21st century learning", school leaders who are both innovative and collaborative (OECD, 2013). It involves a shift in research focus from what school leaders ought to do to what they can do. A consistent finding seems to show that there is a clear shift in the direction of schools being developed through collaborative activities and development processes between leaders and teachers, and that leading the collective processes appears to be the most prominent leadership challenge.

References
Dalin, P. (1994). Skoleutvikling: teorier for forandring. Universitetsforlaget.
Dalin, P. (1995). Skoleutvikling: strategier og praksis. Universitetsforlaget.
Fullan, M. (2002). The latest ideas on school reform. Leading and learning for the 21stC, 1(3).
Gough, D., Oliver, S. & Thomas, J. (Red.). (2017). An Introduction to Systematic Reviews.
Hallinger, P. (1990). Principal Instructional Management Rating Scale. Sarasota, FL:
Leading Development Associates.
Hallinger, P., & Heck, R. (1996). The principal's role in school effectiveness: a review of
methodological issues, 1980-1995. In K. Leithwood, J. Chapman, D. Corson, P. Hallinger, &
Weaver, Hart (Eds.), The International Handbook of Educational Leadership and Administration. Kluwer.
Hallinger, P. & Kovačević, J. (2019). A Bibliometric Review of Research on Educational
Administration: Science Mapping the Literature, 1960 to 2018. Review of Educational Research 89(3), 335–369.
Khangura, S., Konnyu, K., Cushman, R., Grimshaw, J. & Moher, D. (2012). Evidence summaries: the evolution of a rapid review approach. Systematic Reviews,10(1), 1-10.
Kovačević, J. & Hallinger, P. (2019). Leading school change and improvement. Journal of Educational Administration 57(6), 635-657.
Leithwood, K., & Jantzi, D. (2005). A Review of Transformational School Leadership Research 1996-2005. Leadership and policy in Schools.  Special issue on "International Perspectives on Leadership for Social Justice", 4(3), 177-1999.
OECD. (2013). Leadership for 21st Century Learning, Educational Research and Innovation. OECD Publishing.


26. Educational Leadership
Paper

The Principal’s Visionary Commitment to Action: One School System Case Study

Joan Conway, Dorothy Andrews

University of Southern Queensland, Australia

Presenting Author: Conway, Joan

This paper reports on a partnership research project between a large Catholic School System in Australia and the Leadership Research International (LRI) team at the University of Southern Queensland (UniSQ), Australia. The university researchers built on the premise that strengthening leadership contributes to successful and sustained school improvement and focused on a selection of successful or effective schools as deemed by the School System in partnership.

The research project was stimulated by the work of Hallinger and Heck (2010) who maintained that leadership is a catalyst for enhanced student learning outcomes: “studies of school improvement must assess change (i.e. improvement or decline) in the school’s academic processes and learning outcomes over a period of time. . .[and]. . .that school improvement leadership is directed towards growth in student learning” (p. 96). Additionally, this study also noted their qualification that “Effective leadership styles and strategies are highly contextualised. . .school’s culture, or capacity for educational improvement. . .[and]. . .collaborative [school] leadership, as opposed to leadership from the principal alone” (p. 107). Thus, the study explored, How does an understanding of the impact of context, culture, and collaboration contribute to the strengthening of leadership for school improvement?

The study drew on a definition of sustainable school success from previous school-based school improvement case study research (Andrews, Crowther, Morgan, & O’Neill, 2012; Andrews & USQ-LRI Research Team, 2009) where school success was constituted as:

. . .enhanced school achievements in agreed high priority goal areas, based on documented evidence of those achievements and teachers’ expressed confidence in their school’s capacity to extend and sustain those achievements into the future. (Andrews & USQ-LRI Research Team, 2009, p. 4)

And then reviewed the literature around the factors contributing to school success: context, culture, collaboration, system-school alignment or coherence, and effective leadership.

The work of Owens and Valesky (2015) addressed the importance of Complex Adaptive Systems as “dealing with participants in ways that bring about desirable changes in the structure . . . [and] in the character and quality of the social environment in which people work” (p. 98). It was realised that this view of individual schools being part of a school system needed to accommodate the notion of being an organisational system with subsystems where activities they carry out are related to each other. However, as many (Harris & Jones, 2018; Leithwood, 2010) have revealed, all schools are not the same and are required to be responsive to their unique communities as complex adaptive systems within systems.


Methodology, Methods, Research Instruments or Sources Used
The study was conducted in two phases with a mixed methods sequential research design (Creswell & Plano Clark, 2018) where quantitative data formed the initial basis for the selection of “successful” schools, and a qualitative data collection of leadership perspectives focused on leadership for sustainable school improvement. Relevant data from the School System Office was used to select the participant schools where “success” was measured of student outcomes using a mix of standardised tests and final year 12 results. This database informed a purposive sampling of schools that were deemed to be successful. As context was an important aspect in this study, the following criteria were used for selection of participant schools: a mix of Primary/Elementary (4) and Secondary/High schools (4); School enrolment (98-1200); Socio-economic status (below and above the ICSEA (Index of Community Socio-Educational Advantage) mean (https://docs.acara.edu.au/resources/About_icsea_2014.pdf)); nature of the student cohorts (co-educational and single sex); and experienced and inexperienced principals (new and longer term). All schools were long-established with a strong link to their foundational religious order.
In the qualitative phase, each selected school was visited by LRI/UniSQ researchers who interviewed the leadership team and then the principal, followed by an interview with each school’s School System support person. Throughout this data collection, the following questions were used to guide the semi-structured interviews: (1) What is meant by ongoing school success for this school? (2) What evidence is available? and (3) What factors contribute to ongoing school success? Analysis of the data included a cross-case analysis followed by a workshop where principals scrutinised the findings and discussed their understandings of effective leadership for successful school improvement. The guiding questions of the multi-phased analysis were: (1) What emerges in understanding the impact of context, culture, and collaboration contributing to the strengthening of leadership? and (2) What other factors might contribute to the reported outcomes?

Conclusions, Expected Outcomes or Findings
Participants acknowledged indicators of school success as the quantitative markers of external testing results but also valued student and staff wellbeing, and the community perception of the school. Factors identified as contributing to this success varied across the schools reflecting the context and the culture of the school and their interrelatedness, and the principal’s leadership experience and expectations within their current context. Responses related to their perspectives about effective leadership included: focus on the importance of learning; building relational trust; a strong vision for school improvement articulation; and building staff capacity.
 Overall, each principal expressed in their personal and professional ways, A Visionary Commitment to Action with a notion of presence as one who is ready, fresh, supported, and trusting characterised by image, impression, and connection within their context. Of note, was the manner in which the effective principal manoeuvred and managed the dynamics of interrelationships in the school community, both within schools and with the school system personnel. The principal’s effectiveness was enhanced by a collaborative, contextual, and collegial relationship between themselves and school system personnel. This study highlighted the imperative of collective responsibility for school improvement in the development of an organisational culture of collaborative leadership building on the skills sets and emotional intelligence levels of collaborative leadership in situ.
Finally, a model theorising the Effective School Leader in Action: A System-School Relationship was developed. It is anticipated that this model might be suitable for adaptation in many schools and might be of assistance in developing strong ties between principals and their system support personnel. Of extended interest will be the explicit detail of the culture, the context, and the degree of collaboration experienced in each site of study and how further consideration of such emergent understandings might contribute to the strengthening of leadership for school improvement.

References
Andrews, D., & USQ-LRI Research Team. (2009). A research report on the implementation of the IDEAS Project in Victoria, 2004-2008. Toowoomba, Australia: Leadership Research International, University of Southern Queensland.
Bryk, A., & Schneider, B. (2003). Trust in schools: A core resource for improvement. Educational Leadership, 60(6), 40-46.
Cranston, N., Ehrich, L. C., & Kimber, M. P. (2006). Ethical dilemmas: The bread and butter of educational leaders' lives. Journal of Educational Administration, 44(2), 106-121.
Creswell, J., & Plano Clark, V. L. (2018). Designing and Conducting Mixed Methods Research, 3rd Ed. Sage.
Crowther, F., & Associates. (2011). From school improvement to sustained capacity: The parallel leadership pathway. Corwin.
Davis, B., Sumara, D., & D'Amour, L. (2012). Understanding school districts as learning systems: Some lessons from three cases of complex transformation. Journal of Educational Change, 13, 373-399. doi:10.1007/s10833-012-9183-4
Deal, T. E., & Peterson, K. D. (2016). Shaping school culture (3rd ed.). Jossey-Bass.
Ford, J., Harding, N. H., Gilmore, S., & Richardson, S. (2017). Becoming the leader: Leadership as material presence. Organizational Studies, 38(11), 1553-1571. doi:10.1177/0170840616677633
Fullan, M. (2005). Leadership and sustainability: System thinkers in action. Corwin Press.
Gu, Q., & Johansson, O. (2012). Sustaining school performance: School contexts matter. International Journal of Leadership in Education, 16(3), 301-326. doi:10.1080/13603124.2012.732242
Hallinger, P., & Heck, R. (2010). Collaborative leadership and school improvement: Understanding the impact on school capacity and student learning. School Leadership & Management, 30(2), 95-110.
Harris, A., & Jones, M. (2018). Why context matters: A comparative perspective on education reform and policy implementation. Educational Research for Policy & Practice. Retrieved from https://doi.org/10.1007/s10671-018-9231-9
Mitchell, C., & Sackney, L. (2016). School improvement in high capacity schools: Educational leadership and living systems ontology. Educational Management Administration & Leadership, 44(5), 853-868.
Murphy, J. (2013). The architecture of school improvement. Journal of Educational Administration, 51(3), 252-263.
Owens, R. G., & Valesky, T. C. (2015). Organizational behavior in education: Leadership and school reform (11th ed.). Pearson Education, Inc.
Schein, E. H. (2010). Organizational culture and leadership (4th ed.). Jossey-Bass.
Senge, P. (2011). Schools that learn: A fifth discipline fieldbook for educators, parents, and everyone who cares about education. Doubleday.
Sutton, P. S., & Shouse, A. W. (2016). Building a culture of collaboration in schools. Ph Delta Kappan, 97(7), 69-73. doi:https://doi.org/10.1177/0031721716641653
Uhl-Bien, M., & Arena, M. (2017). Complexity leadership: Enabling people and organizations for adaptability. Organizational Dynamics, 46(2017), 9-20. Retrieved from http://dx.doi.org/10.1016/j.orgdyn.2016.12.001
 
3:15pm - 4:45pm26 SES 02 B: School Leadership and Teacher Efficacy
Location: Joseph Black Building, C407 [Floor 4]
Session Chair: Jean-Claude Couture
Paper Session
 
26. Educational Leadership
Paper

The Diverse Futures Orientations of Teachers and School Leaders: A collaborative research study

Jean-Claude Couture1, Guðrún Ragarsdóttir3, Anne Looney2, Roar Grottvik4, Jón Torfi Jónasson3, Penelope Stiles1

1University of Alberta; 2Dublin City University; 3University of Iceland; 4Education Futures Partnership

Presenting Author: Couture, Jean-Claude; Ragarsdóttir, Guðrún

This paper describes an international research study undertaking a comparative analysis of the diverse futures orientations of school leaders in the context of the short and longer-term impacts of the pandemic. Based on the first phase of work undertaken by research-practitioners from Iceland, Ireland and Alberta (Canada), and Australia, this session will invite participants to engage with the survey tool and facilitation processes developed and to explore some of the detailed and rich findings that have emerged from the project over the past two years.

Despite the work of organizations such as UNESCO and the Comparative & International Education Society, the teaching profession and its organizations remain largely preoccupied by the present and find themselves largely in a reactive mode (Jónasson, 2016; Education Futures Partnership, 2022). Rather than deferring to so-called self-proclaimed “thought-leaders” (OECD, n.d.) in organizations such as the Organization for Economic Co-operation and Development, school leaders need to recognize how their work is influenced by “the productive power of ‘best-guesses as to the impacts and implementation of any number of policies” that “conjure anticipated futures with real effects in the present” (Sellar, 2015, 135). As well, the session will outline how the study has sustained its initial commitment to contribute to UNESCO’s Education 2050 Learning to Become initiative by taking up John Urry‘s invitation to “democratize the future“ since ultimately in our everyday lives “power should be viewed as significantly a matter of uneven future-making (Urry, 2016, p. 189).

Over the past two years the research team has engaged school leaders as co-creators of a survey instrument for comparing the variations in their experiences across a number of international jurisdictions in terms of the impact on their futures orientations. As well, it is hoped that the instrurment will act as a catalyst for empowering school leaders to have a voice in how the future is imagined and framed by increasingly influential policy actors such as the OECD and ministries of education (Zhao & Gearin, 2018) who are increasingly driven by the impulses of anticipatory governance (Flyverbom & Garsten, 2021).


Methodology, Methods, Research Instruments or Sources Used
Foundational to this project are the findings of recent studies concerning the impacts of the pandemic on upper secondary principals in Iceland (Gestsdóttir et al., 2020; Ragnarsdóttir & Gestsdóttir, 2022; Ragnarsdóttir & Jónasson, 2022; Ragnarsdóttir et. al., 2022). This research identifies some of the impacts of the pandemic and applies these findings to understanding how disruption can be an opportunity for rethinking conceptions of school leadership including theories of change.

Contributing to this study‘s evolution was a pilot workshop (June, 2022) that brought together 17 principals from Dublin, Ireland and Edmonton, Alberta with research practitioners from the University of Alberta and Dublin City University. In Iceland, November, 2022, a joint futures institute and graduate course (University of Iceland, 2022) further advanced the work. This institute saw the application of interdisciplinary futures thinking methodologies (Riel, 2018) to engage the 25 participants in processes that helped them to consider their pandemic experiences as an opportunity to “rethink from the future” (Murgatroyd, 2015). The institute opened spaces for participants to:

• Collectively create conditions for conversation that enable school leaders to face the disruptions and opportunities of the future.
• Offer opportunities to learn from diverse international and local contexts that shape the schooling and education systems of nations.
• Apply the tools of social innovation and design thinking to learn from their diverse local and global contexts that shape school life and educational systems.
• Critique a pilot of a survey instrument that contribute to the international comparison of the futures orientations of school leaders.

Conclusions, Expected Outcomes or Findings
The session will conclude by offering offer initial findings from both the Iceland institute and the pilot survey regarding how respondents see themselves both in the present moment and what they anticipate moving forward. For example, in the pilot survey, principals were offered six statements currently widely circulating in educational policy spaces (e.g. Build back better; Address learning loss; The only certainty is uncertainty). Respondents were invited to respond to two questions: Have you heard of these? How impactful/important are they to your work? As the respondents indicated, while these policy mantras were often advanced as expressions by policy-makers of particular preferred futures, there were wide variations in their perceived importance and impact on school leaders’ day-to-day work and longer-term concerns.

As the study moves into year three and the research project continues to offer possibilities for school leaders to build their capacity and sense of agency:

• to reflect on their diverse experiences with colleagues across the world as they
  respond to the long-term impacts of the pandemic on their schools and communities;
• determine the degree to which they are energized or fearful of the future, given
   the volatile, uncertain, complex and ambiguous nature of the global landscape;
• consider possible futures beyond the pandemic and reflecting on the future of
  the profession and its broader role in civil society.

References
Education Futures Partnership. 2022. What are Education Futures?
https://education-futures-partnership.education/index.php/2020/01/23/what-are-education-futures/

Flyverbom, M. and Garsten, C. 2021. Anticipation and Organization: Seeing, knowing and governing futures. Organization Theory. 2: 1–25

Jónasson, J.  2016. Educational change, inertia and potential futures. Why is it difficult to change the content of education? European Journal of Futures Research 4:1, 1-14. DOI:10.1007/s40309-016-0087-z

Miller, R. (Ed.) 2018. Transforming the Future: Anticipation in the 21st Century. Oxon, UK: Routledge / UNESCO. https://unesdoc.unesco.org/ark:/48223/pf0000264644

Murgatroyd, S. 2015. How to Rethink the Future – Making Use of Strategic Foresight. New York: Lulu Press.

OECD. n.d. OECD Future of Education and Skills 2030 Thought Leaders.
https://www.oecd.org/education/2030-project/contact/thought-leaders/

Gestsdóttir, S. M. et al. 2020. Fjarkennsla í faraldri: Nám og kennsla í framhaldsskólum
á tímum samkomubanns vegna COVID-19 19 Upper secondary education in Iceland
during the COVID-19 pandemic. Netla – Veftímarit um uppeldi og menntun. Sérrit um
COVID-19 og menntakerfið. https://doi.org/10.24270/serritnetla.2020.25

Ragnarsdóttir, G., & Jónasson, J. T. 2022. Stofnunareðli framhaldsskóla í
faraldurskreppu. Ný reynsla og breytt umboð skólastjórnenda. Stjórnmál og stjórnsýsla
The institutional nature of upper secondary education during the COVID-19 pandemic
crisis: New experience and changed agency of school leaders.
https://doi.org/10.13177/irpa.a.2022.18.2.6

Ragnarsdóttir, G. & Gestsdóttir, S. M. 2022. Togstreita og andstæð sjónarmið: Sýn
kennara og skólastjórnenda á þróun og framtíðarmöguleika framhaldsskólans Conflict
and colliding points of view: Teacher’s and school leader’s vision of the development
and future possibilities of the upper secondary education, Netla – Veftímarit um
uppeldi og menntun. https://doi.org/10.24270/serritnetla.2022.80

Ragnarsdóttir, G., et al. 2022. Starfsumhverfi framhaldsskólakennara á fyrsta ári
COVID-19 heimsfaraldurs The working environment of upper secondary school
teachers during the first year of the COVID-19 pandemic. Netla – Veftímarit um
uppeldi og menntun. https://doi.org/10.24270/netla.2022.12

Sam Sellar. 2015. A feel for numbers: affect, data and education policy, Critical Studies in Education, 56:1, 131-146, DOI: 10.1080/17508487.2015.981198

University of Iceland. 2022. Leadership in a New Era: New and Changing Issues, Challenges and Crises.
https://menntavisindastofnun.hi.is/is/forysta-nyjum-timum-ny-og-breytt-vidfangsefni-askoranir-og-kreppur?%20%20fbclid=IwAR1HakeVWIvrI_yW273_IwFCqtL4c_M2wExFCEdyCyYpi59bG23MCvCkDow

Urry, J. 2016. What is the Future? Cambridge: Polity Press.


26. Educational Leadership
Paper

School Leader Trust and Collective Teacher Innovativeness - Individual and Organisational Ambidexterity as a Mediator

Marcus Pietsch1, Kathrin Dedering2

1Universität Lüneburg, Germany; 2Universität Erfurt, Germany

Presenting Author: Pietsch, Marcus

Trust is a key resource of social action, becoming necessary when moments of uncertainty must be bridged, and decisions must be made, but it remains uncertain whether expectations will be met on the individual or organisational level (Colquitt et al., 2011). Therefore, trust in others’ competence, reliability and integrity comes with a certain risk.

In education science, trust phenomena from leaders’ perspective play a minor role in general, particularly in the school context. Nevertheless, a large amount of school trust literature has revealed that trust is an antecedent to important education processes and outcomes, e.g., professional learning, instructional change and collaboration (Adams & Miskell, 2016).

In our study, we built on research that examines the relationship between trust and schools’ functioning, tying trust to schools’ innovation capacity (Louis & Murphy, 2017; Tschannen-Moran, 2009). More concretely, we focussed on school leaders and examined the effects of school leader trust in teachers on collective teacher innovativeness as a precursor of school improvement and change. In doing so, we examined individual and organisational ambidexterity’s potential role as a complementary set of activities and processes in mediating these effects, as the literature suggests that (organisational) ambidexterity – i.e., “the ability to simultaneously pursue both incremental and discontinuous innovation…from hosting multiple contradictory structures, processes and cultures within the same” (Tushman & O’Reilly, 1996, p. 24) organisation – mediates the trust-innovativeness relationship (Gibson & Birkinshaw, 2004).

Two central questions guided our research:

  1. What is the relationship between school leader trust in teachers and collective teacher innovativeness?
  2. How does individual and organisational ambidexterity mediate the relationship between school leader trust in teachers and collective teacher innovativeness?

Three concepts are key to our study: school leader trust in teachers; collective teacher innovativeness; and individual and organisational ambidexterity. Based on a literature review, we tested a mediation model which illustrates the relationships between the variables of interest in this study, namely school leader trust in teachers, school leader exploration and exploitation, school exploration and exploitation, and collective teacher innovativeness. In this conceptual framework, school leader trust in teachers is the key independent variable. Its direct effects on collective teacher innovativeness are proposed based on the very first empirical evidence concerning the relationship between both variables. School leader exploration and exploitation are viewed as micro-foundations of school exploration and exploitation, which are viewed as predictors of collective teacher innovativeness. Thus, exploration and exploitation among school leaders and schools are posited as mediators between school leader trust and collective teacher innovativeness.

With these variables in mind, the following hypotheses were tested:

H1: School leader trust in teachers affects collective teacher innovativeness directly.

H2a: School leader trust in teachers affects school leader exploration.

H2b: School leader trust in teachers does not affect school leader exploitation.

H3a and H3b: School leader exploration and exploitation are micro-foundations of school exploration and exploitation and, therefore, affect them.

H4a: School exploration affects collective teacher innovativeness.

H4b: School exploitation does not affect collective teacher innovativeness.


Methodology, Methods, Research Instruments or Sources Used
For our research we used a unique, randomised and representative data set of N = 411 German school leaders. For gaining the data we used a questionnaire which comprised 35 item blocks, from which we used only a small part. We considered the following variables as part of our study: School leader trust was measured following Mayer at al. (1995) and Cunnigham and MacGregor (2000), School leader exploitation was measured by applying three items developed by Mom et al. (2009). School leader exploration is based on the same preliminary work as the school leader exploitation scale. School exploitation also is based on the features by which March (1991) characterised exploitation in the context of organisational learning. However, the items here do not refer to the school leader as a reference, but to the school as an organisation. Based on this and the work of Da’as (2022), three items were developed to capture the school’s exploitative orientation. School exploration was measured just like school exploitation. Again, three items were developed and used to capture the construct. Teacher innovativeness was measured with a scale from the Organisation for Economic Cooperation and Development’s (OECD) Teaching and Learning International Survey (TALIS, OECD 2019).
To test our hypotheses, we estimated mediated structural equation models in MPLUS 8.4 (Muthén & Muthén, 2017). To avoid a confounding of structure and measurement in our model, we followed the two-step approach suggested by Anderson and Gerbing (1988). As we estimated an indirect path model, a model containing mediator variables, we tested mediation effects’ robustness by applying a bootstrapped mediation analysis, providing 95% bias-corrected bootstrap confidence intervals with 1,000 bootstrap replications (Hayes, 2018). As our data stemmed from a single instrument, we also tested for common method bias by conducting Harman’s single factor test (Harman, 1960) in advance. Thus, we loaded all model variables on a single unrotated factor and tested whether these variables explained a substantial amount of the factor variance. This procedure indicated that the items collectively explained 26.7 percent of this single factor, well below the threshold of 50 percent, above which substantial bias in further estimations through common method bias is expected (Lance et al., 2010). Accordingly, we took no further action in this regard.

Conclusions, Expected Outcomes or Findings
The results indicate that school leader trust strongly affects collective teacher innovativeness. An additional effect could be achieved if school leaders, as a consequence of trusting their teachers, take more risks themselves, act exploratively and, as a result, create an explorative working environment for teachers. As school leaders’ exploitative and explorative activities impact schools on the organisational level, they are micro-foundations of organisational ambidexterity. The results provide evidence to advance an understanding of factors influencing collective teacher innovativeness and ambidexterity’s mediating role. This understanding might help promote collective teacher innovativeness that encourages change to improve schools.

References
Adams, C. M., & Miskell, R. C. (2016). Teacher Trust in District Administration: A Promis-ing Line of Inquiry. Educational Administration Quarterly, 52(4), 675–706.
Anderson, J. C., & Gerbing, D. W. (1988). Structural Equation Modeling in Practice: A Re-view and Recommended Two-Step Approach. Psychological Bulletin, 103(3), 411–423.
Colquitt, J. A., LePine, J. A., Zapata, C. P., & Wild, R. (2011). Trust in Typical and High-Reliability Contexts: Building and Reacting to Trust among Firefighters. Academy of Man-agement Journal, 54(5), 999–1015.
Cunningham, J. B., & MacGregor, J. (2000). Trust and the design of work complementary constructs in satisfaction and performance. Human relations, 53(12), 1575–1591.
Da’as, R. A. (2021). The missing link: Principals’ ambidexterity and teacher creativity. Leadership and Policy in Schools, 1–22.
Gibson, C. B., & Birkinshaw, J. (2004). The antecedents, consequences, and mediating role of organizational ambidexterity. Academy of management Journal, 47(2), 209–226.
Harman, H. H. (1960). Modern Factor Analysis. University of Chicago Press.
Hayes, A. F. (2018). Partial, conditional, and moderated moderated mediation: Quantifica-tion, inference, and interpretation. Communication monographs, 85(1), 4–40.
Lance, C. E., Dawson, B., Birkelbach, D., & Hoffman, B. J. (2010). Method effects, meas-urement error, and substantive conclusions. Organizational Research Methods, 13(3), 435–455.
Louis, K. S., & Murphy, J. F. (2017). Trust, caring and organizational learning: the leader’s role. Journal of Educational Administration, 55(1), 103–126.
March, J. G. (1991). Exploration and exploitation in organizational learning. Organization science, 2(1), 71–87.
Mayer, R. C., Davis, J. H., & Schoorman, D. F. (1995). An Integrative Model of Organiza-tional Trust. Academy of Management Review, 20, 709–734.
Mom, T. J., Van Den Bosch, F. A., & Volberda, H. W. (2009). Understanding variation in managers' ambidexterity: Investigating direct and interaction effects of formal structural and personal coordination mechanisms. Organization Science, 20(4), 812–828.
Muthen, L. K. & Muthen, B. O. (2017). Mplus User’s Guide. Muthén & Muthén.
OECD (2019). TALIS 2018 technical report. OECD. https://www.oecd.org/education/talis/TALIS_2018_Technical_Report.pdf
Tschannen-Moran, M. (2009). Fostering Teacher Professionalism in Schools – the Role of Leadership Orientation and Trust. Educational Administration Quarterly, 45(2), 217–247.
Tushman, M. L., & O’Reilly, C. A. (1996). The ambidextrous organization: Managing evo-lutionary and revolutionary change. California Management Review, 38, 1–23.
 
5:15pm - 6:45pm26 SES 03 B: School Leadership and Inclusive Education: Future Perspectives
Location: Joseph Black Building, C407 [Floor 4]
Session Chair: Antonios Kafa
Paper Session
 
26. Educational Leadership
Paper

Mapping School Principals’ Leadership Styles on Implementing Inclusive Education in Cyprus

Aimilia Stavrou1, Antonios Kafa2, Petros Pashiardis2

1Frederick University; 2Open University of Cyprus, Cyprus

Presenting Author: Kafa, Antonios

In Cyprus, students with special education needs (SEN), are provided only in theory with the right to receive quality education that satisfies their needs. Despite the existence of a legislative framework since 1999 (Law for the Education and Training of Children with Special Needs, 113(I) of 1999) and the signing of the UN Convention on the Rights of Persons with Disabilities (2006 by Cyprus in 2011), there has been little or no improvement in inclusive education. In fact, reasonable accommodations remain utopian, and students with SEN in Cyprus need to cope with a harsh education system where their needs are dangerously marginalized (Symeonidou & Mavrou, 2020). The reasons are mainly due to the rigid curriculum, the separation of students with SEN from the whole class in individualized lessons, the lack of teacher training, the non-existent involvement of parents in educational issues, the poor infrastructure, as well as the negative social perceptions about disability (Phtiaka, 2019; Gross, 2008; Symeonidou, 2007; Oliver, 2004).

Therefore, it is understood that all the weight of inclusive education within a system that contradicts its philosophy, is to be lifted by each school organization individually. Therefore, in this extremely difficult task, what we argue is that the school principal has a crucial role to play. In particular, the school principal needs to adopt particular leadership behaviors and apply the appropriate leadership practices that will allow students with SEN to improve both academically and emotionally. To the already existing difficulties in the context of Cyprus, specifically due to the socio-economic changes, the centralization of the educational system, and the challenges of the wider context that affect the leadership work (Pashiardis, 2015), we also acknowledge the inclusive education aspect. Clearly, the biggest challenge for any school principal is to improve learning outcomes for all students, and especially for students with SEN, through the provision of equal educational opportunities.

The influence of the school principal on school performance has been demonstrated through a wide range of studies (Hoy & Miskel, 2001; Hallinger, 2003; Leithwood & Louis, 2012; Pashiardis & Johansson, 2016). Yet, limited research is presented on the current role of school principals in inclusive education. Therefore, it is deemed more important to present evidence of school principalship practices for supporting students with SEN.

Therefore, in this study, we present the school principals’ practices based on particular leadership styles derived from the Pashiardis -Brauckmann Holistic Leadership Style Framework. The leadership styles that are distinguished in the scope of action of educational leadership are the following: Instructional Style, Structuring Style, Participative Style, Entrepreneurial Style, and Personnel Development Style (see Bracukmann & Pashiardis 2011; Pashiardis, 2014; Pashiardis & Brauckmann, 2008).

Specifically, the following research question guided this particular study: "What kind of leadership practices are promoted by school principals that can support students with SEN through the presentation of leadership styles based on the Pashiardis -Brauckmann Holistic Leadership Style Framework (Bracukmann & Pashiardis 2011; Pashiardis, 2014; Pashiardis & Brauckmann, 2008)?" We have utilized this theoretical background to connect school principals’ leadership practices in supporting students with SEN and inform the current literature with these two particular thematic topics.


Methodology, Methods, Research Instruments or Sources Used
The original type of evidence was qualitative empirical research carried out through the examination of four case studies in school organizations with a high number of students with special education needs. The sample included four school principals (the school principals in each case study), as well as 28 teachers (7 teachers from each case study) who either teach in the special education program of their schools or have students with SEN in their classrooms. It is worth mentioning that, based on the information provided by the District Office of Secondary Education in Cyprus, a criterion for the selection of these particular case studies was the high percentage of students with SEN within the schools. Using the interview protocol as the main research tool, we elicit information on school principals’ leadership styles for promoting the best support for students with special needs. In particular, the interview protocol for school principals included 20 questions concerning their leadership activities and the implementation of inclusive education in their school organizations. Furthermore, the teachers’ interview protocol included 15 questions concerning school principals’ leadership styles and practices with students with SEN. Both interview protocols were created by the researchers, who pilot the credibility of the research tools. The interviewing took place in all school organizations over the course of one week per school. The date and time of the interviews were arranged after the researchers first visited the schools. Following, the transcripts of the interview data were analyzed through a detailed coding analysis scheme based on the five leadership styles of our theoretical background.
Conclusions, Expected Outcomes or Findings
The findings indicate that the combination of three particular leadership styles can support the desired school outcomes of students with special educational needs and address various problems in relation to inclusive education in the respective school organizations. In particular, the entrepreneurial leadership style, the participative leadership style, and the personnel development style were the three most important leadership styles promoted by school principals. In each leadership style, specific leadership practices will be presented. At the same time, the research highlighted the insufficient epistemological background of the principals in matters of inclusive education as well as their insufficient training in related issues. Overall, the findings could contribute to the development of a particular educational policy that will promote and support students with special needs from the perspective of the school principal. Furthermore, the results could be compared to those in other contexts where school principals’ leadership styles and practices are promoted in relation to the support of students with special needs.
References
Brauckmann, S. & Pashiardis, P. (2011). A Validation Study of the Leadership Styles of a Holistic Leadership Theoretical Framework. International Journal of Educational Management, 25 (1) 11-32.
Gross, J. (2008). Beating Bureaucracy in Special Educational Needs. London: Routledge/ NASEN.
Hallinger, P. (2003). School leadership development: Global challenges and opportunities. In P. Hallinger (Ed.), Reshaping the landscape of school leadership development: A global perspective. Lisse, Netherlands: Swets & Zeitlinger.
Hoy, A. W., & Hoy, W. K. (2013). Instructional leadership: A research-based guide to learning in schools, 4th edition. Boston: Allyn and Bacon.
Law for the Education and Training of Children with Special Needs 113(I) of 1999  https://www.european-agency.org/country-information/cyprus/legislation-and-policy
Leithwood, K., & Louis, K.S. (2011). Linking leadership to student learning. San Francisco, CA: Jossey Bass.
Oliver, M. (2004). Understanding disability: from theory to practice (2nd edn.). Basingstoke: Macmillan.
Pashiardis P. (2015). Management of Change, School Effectiveness and Strategic Planning: Volume II Strategic Planning in Education. (Editor). Athens: Ion Publishing House.
Pashiardis, P. and Johansson, O. (2016). Introduction: What is Successful and Effective School Leadership? In Pashiardis, P. and Johansson, O. (Eds.), Successful School Leadership: International Perspectives (pp. 1-12).
London, Oxford, New York, New Delhi, Sydney: Bloomsbury. (In English).


26. Educational Leadership
Paper

Towards a more inclusive Education? Pedagogical leadership in Early childhood education in Norway

Hilde Lund

Western University of Applied Sciences, Norway

Presenting Author: Lund, Hilde

Migration and displacement because of poverty, war and conflict are the reality for many people, and many of these have found their way to Norway to seek asylum. The ongoing war in Ukraine will again provide professionals in educational institutions such as Early childhood education (ECE) and schools responsible for tasks and challenges dealing with refugees and minorities. As in Europe, Norway faces challenges in recognising children and parents with diverse cultural backgrounds, ensuring inclusive education for all. In 2021, the percentage of children with a minority language background in Norwegian ECE amounted to 19.3 per cent (Statistics of Norway, 2022).

A more culturally and socially diverse society acquires different and new modes of leadership to handle issues of inclusion and acknowledge different cultural and social backgrounds and identities. The framework plan for ECE in Norway states that cultural diversity should be recognised and used as a resource in pedagogical work (Ministry of Education and Research, 2017). Traditionally, schools and ECE are rooted in Eurocentric ideologies and philosophies embedded in school leadership and the educational inequalities within the school and ECE structure (Buras & Apple, 2008; Rizvi & Lingard, 2011). The cultural underpinning of schools and ECE in Norway is mainly congruent with middle-class, European values (Boykin, 1994; Nieto & Bode, 2011), causing many pedagogical leaders to ignore or downplay the strengths of culturally diverse children and their families. However, Norwegian society today is increasing demographic diversity within Eurocentrism’s political and social context. Hence, there is a need for culturally responsive leadership in culturally diverse settings, as in the coming years of ECE, evidence of even greater diversity than can be found today (Banks, 2013; Nieto & Bode, 2011). Further, leadership is underlined as essential to ensure the pedagogical tasks and contents of high-quality professional work of ECE.

The study explores the characteristics of culturally responsive leadership and inclusive education in Early childhood education in Norway. The research questions for this paper are as follows:

  1. What leadership practices and cultural diversity understandings foster inclusion and acknowledgement?
  2. What are the characteristics of culturally responsive leadership?
  3. How can culturally responsive leadership contribute to inclusive education and belonging in ECE?

ECE is essential in acknowledging cultural diversity, recognising different cultural backgrounds, and developing tolerance in all children. In the face of other horizons of understanding, cultural and religious affiliations, working with a culturally sensitive attitude may be a possible input.

The concept of cultural sensitivity comprises the images of culture and sensitivity. It indicates a sensitivity or attention related to cultural preferences, both one’s own and others, through an increased focus on culture, a higher degree of awareness, knowledge and understanding of working with people, especially minorities with different cultural backgrounds (Qureshi, 2009; Rugkåsa et al., 2017). Increased focus on culture, awareness and understanding of other people’s points of view means acknowledging the perspectives of others and placing oneself as culturally relativistic rather than ethnocentric in encounters with others. Cultural sensitivity is about becoming aware of one’s attitudes, life history and norms and acquiring knowledge about the background of the person we meet, i.e., cultural competence (Marianne Rugkåsa, 2017; Qureshi, 2009; Rugkåsa et al., 2017).


Methodology, Methods, Research Instruments or Sources Used
The paper is based on qualitative data from four ECEs in the spring 2019. I used participant observation and interviews as methods. I spent 1-2 weeks in each ECEs and participated in all daily activities and meetings. Additionally, semistructured interviews with 20 pedagogical leaders and individual semistructured interviews with 4 kindergarten managers were conducted (Fangen, 2010; Grønmo, 2019; Thagaard, 2013; Tjora, 2017; Wadel, 2014). In addition, relevant government documents and the ECEs' annual plans have contextualised and enriched the data. The data was analysed thematically using Braun and Clarke's (2006) six-step analysis model.
Ethical aspects are taken care of when obtaining written informed consent (participation, observations, use of sound recordings and use of the material in research). The safe storage of notes and audio recordings safeguards the duty of confidentiality. All data is anonymised, and the audio files will be deleted when the research is completed. Applications to the Norwegian Centre for Research Data have been approved and prepared following NSD's guidelines for research ethics.

Conclusions, Expected Outcomes or Findings
The findings show that essential elements of culturally sensitive pedagogical leaders are openness, strong leadership and critical thinking. Further, the ECE organisational culture characteristics are discussions, support, and reflections. Differences in opinion among the whole staff are highly appreciated, in line with a culturally responsive and sensitive practice and the political goal of Norwegian inclusive education policy. Hence, excessive focus on culture is referred to in the literature as “culturalization” and othering, while under-communication of culture is referred to as cultural blindness or being culture-blind (Boutte et al., 2011; Rugkåsa et al., 2017; Øzerk, 2008). This puts a responsibility on pedagogical leaders to be culturally relativistic in cultural encounters to develop their cultural competence towards cultural sensitivity. I argue that pedagogical leaders need to be aware of their own beliefs, what lies behind their actions and perceptions, and what consequences this may have on minorities’ sense of belonging in ECE. Pedagogical leaders must avoid too much or/and too little emphasis on culture and strive for cultural sensitivity when cultural encounters occur. Å more culturally sensitive leadership practices may contribute to individual and collective knowledge development towards a more inclusive and culturally sensitive ECE.
References
Banks, J. A. (2013). The nature of multicultural education. Multicultural education: Issues and perspectives, 3-24.
Boutte, G. S., Lopez-Robertson, J. & Powers-Costello, E. (2011). Moving beyond colourblindness in early childhood classrooms. Early Childhood Education Journal, 39(5), 335-342.
Boykin, A. W. (1994). Afrocultural expression and its implications for schooling. Teaching diverse populations: Formulating a knowledge base, 1944, 50-51.
Braun, V. & Clarke, V. (2006). Using thematic analysis in psychology. Qualitative research in psychology, 3(2), 77-101.
Buras, K. L. & Apple, M. W. (2008). Radical disenchantments: neoconservatives and the disciplining of desire in an anti‐utopian era. Comparative Education, 44, 291 - 304.
Fangen, K. (2010). Deltagende observasjon. Fagbokforlaget.
Grønmo, S. (2019). Social research methods: Qualitative, quantitative and mixed methods approaches. Sage.
Marianne Rugkåsa, S. Y. o. K. E. (2017). Barnevern i et minoritetsperspektiv. Sosialt arbeid med barn og familier.
Nieto, S. & Bode, P. (2011). (2011). Affirming diversity, The Sociopolitical context of multicultural education.
Qureshi, N. A. (2009). Kultursensitivitet i profesjonell yrkesutøvelse. Over profesjonelle barrierer, et minoritetsperspektiv i psykososialt arbeid med barn og unge.
Research", M. o. E. a. (2017). The framework plan for kindergarten. M. o. E. a. Research.
Rizvi, F. & Lingard, B. (2011). Social equity and the assemblage of values in Australian higher education. Cambridge journal of education, 41(1), 5-22.
Rugkåsa, M., Ylvisaker, S. & Eide, K. (2017). Barnevern i et minoritetsperspektiv: sosialt arbeid med barn og familier. Gyldendal akademisk.
Thagaard, T. (2013). Den kvalitative metodens egenart. Systematikk og innlevelse, 4, 11-36.
Tjora, A. (2017). Kvalitative forskningsmetoder i praksis. 3 red. Oslo: Gyldendal Norsk Forlag.
Wadel, C. C. (2014). Feltarbeid i egen kultur (Rev. utg. av Carl Cato Wadel og Otto Laurits Fuglestad. utg.). Cappelen Damm akademisk.
Øzerk, K. Z. (2008). Tospråklig opplæring og funksjonell tospråklighet. Flerkulturell virkelighet i skole og samfunn / Therese Sand (red.). 103-[129].


26. Educational Leadership
Paper

Leadership Autonomy in Inclusion Policies: Principals’ Task Allocations in Policy Documents in Germany and Norway

Carolina Dahle

University of South-Eastern Norway, Norway

Presenting Author: Dahle, Carolina

National school systems have been significantly affected by several global trends since the end of the 20th century. One has been the powerful movement towards an inclusive school for all, represented by the Declaration of Salamanca in 1994.

Various stakeholders of education systems have to interpret policies, which led to many variations of inclusive education not just internationally, but also in a national frame (Badstieber, 2021). Findings have shown that especially school principals play a significant role in the implementation of reforms in general (Moos et al., 2016) but it is just assumed that they are important actors in the context of inclusive schooling (Badstieber, 2021). Therefore, gaining knowledge on the making of inclusive schooling on the part of school principals in primary schools as joint learning of students in need of special support and students without this need (Magnússon, 2015) is the main interest of this research. The study asks: How is leadership autonomy regarding the implementation of inclusion policies described in policy documents in Germany and Norway since 1994?

The aspects of autonomy, accountability and more complex task allocations for school principals get more and more attention in research (Brauckmann, 2012; Andersson, 2020; Wermke et al., 2022). Inclusion and its implementation through reforms is one of these complex tasks. Therefore, the fact of inclusion and its implementation is especially significant for this analysis. Inclusion shall improve the well-being of partially excluded people; this is associated with many potential errors and risks on the part of school principals, a topic crucial for the aspect of leadership autonomy.

Leadership autonomy is thereby understood as decision-making, control, and associated responsibilities (Wermke et al., 2022). Considering that, a certain amount of autonomy in education is needed to quickly react to different educational needs: “Professionals in public education need a certain scope of action to formulate their decisions in interactions on the reactions of students in their educational day-to-day life. [However], to reduce the complexity of possible interactional and educational outcomes, professionals in education have to rely on an organization that helps them reduce the possible complexities in education” (Wermke et al., 2022, p. 5). Therefore, to unpack autonomy and the aspect of control (possibly enacted through an organization), this study draws furthermore on the three dimensions of autonomy and control from Cribb and Gewirtz (2007): loci and modes of autonomy, domains of autonomy-control, and loci and modes of control.

The year 1994 is chosen as starting point for the analysis, because 92 countries agreed on a school for all during an UNESCO-conference in Salamanca. This led to extensive changes not just in schools in general but also in leadership autonomy.

Germany and Norway are interesting to compare due to many similarities in later education reforms with significant impact on educational leadership. However, these reforms are embedded in different educational traditions. Both countries differ in their education system, a bureaucratized tracked in Germany and a comprehensive approach in Norway but resemble each other in their method of system regulation (Wermke & Prøitz, 2021). The educational system in both countries put high emphasis on learning outcomes and personal growth of pupils, where educational leadership plays a vital role for (Grissom et al., 2018).

Comparing Germany and Norway with an almost contrary approach to inclusive education leads to a more nuanced picture about leadership autonomy from a comparative perspective. Since the analysis is not just conducted over time but also during an acute crisis like the COVID-19-pandemic, it will reveal challenges principals are facing in their leadership autonomy on long- and short-term issues.


Methodology, Methods, Research Instruments or Sources Used
Based on the specialty of 16 federal states in Germany and their very own regulations regarding education, four federal states are consulted for this study. The decision for these states is based on a representative presentation of both rural and urban environment and a previous research project. Because of the complex multi-tracked school system in Germany and to obtain better results in the comparability, this project just focuses on primary education.
Both governing documents on state level, school laws and their guiding documents regarding inclusive education are investigated. The first group consists of visionary policy texts which present an overview over changes in mindset and terminology of concepts (Bowen, 2009; Prøitz, 2015); inclusive schooling and leadership in this case. In addition to that, legislative texts are used as material, presenting legally fixed rights and duties. Here, school leaders’ task allocations and the conceptualization of leadership is specified. School leaders in both countries are obliged to follow the law and justify their decisions based on the Education Act (Møller & Skedsmo, 2013). Since not all tasks are unequivocal regulated and formulated in policy documents (Møller & Skedsmo, 2013; Stenersen & Prøitz, 2022), guidance documents are further included in the analysis. This support material makes school laws more practical oriented (Hopmann, 1999) and depicts rules of procedure and principles focused on inclusion in the school setting.
With the help of qualitative content document analysis (Bowen, 2009) in the further development of Prøitz (2015), elements from both content analysis and thematic analysis are combined.
To filter out the documents actually writing about inclusion and school leadership, word counts (inklu*, integr*, leit*, rektor* for Germany; inklu*, tilpass*, led*, rektor* for Norway) were conducted. Since this research project is focusing on inclusive schooling in primary education, documents concentrating on other types of education were excluded. All the documents mentioning school principals and inclusion in double figures (32 at the end) are included in this study. Initially, the analytical coding started with a set of predefined codes based on job allocations from a foregone study (Brauckmann & Schwarz, 2012), while more elaborated codes were developed inductively during the process.
At the end, the coded paragraphs were analyzed with the help of the three dimensions from Cribb and Gewirtz (2007) and categorized in a leadership-control-matrix (Wermke et al., 2022). With the help of this matrix, results can be presented in a clear and comparable manner.

Conclusions, Expected Outcomes or Findings
Preliminary results are showing that the documents from both countries are quite similar in the early years of the time frame of the analysis (1994 until 2000) but differ in their description of task allocations later on.
During the 1990s, German documents are referring to task allocations a school in general has to fulfill. It is not mentioned who exactly in the school is responsible for what. The same can be found in Norwegian documents, where task allocations are mostly written in passive forms. Interesting here, after the surprising results from the first international student assessment (PISA) in 2001, task allocations get more significant in German and Norwegian policy documents. Both countries are also emphasizing the importance of collaboration of different stakeholders in the education system.
Educational authorities, like the school board in Germany and the municipality as school owner in Norway also play a vital role. Their scope of action is officially listed in an accurate manner in the German documents. Norwegian documents also define tasks from school owners but mention the devolution of authority to the school leader at the same time. It is furthermore assumed that school owners indeed delegate their tasks.
One significant difference are the aspect of control and consequences. Even though German leaders have to give account of some of their tasks to the school board, they are not facing any consequences. Advice and closer collaboration are rather expected. Whereas in Norway, regarding to the law, torts come along with penalties.
On account of this analysis, the study reveals what policies in various times and contexts implies for school principals in the implementation of inclusive schools. It presents important differences between two countries and will therefore demonstrate context-specific particularities. This helps to make various patterns of autonomy visible and will lead to further research.

References
Andersson, A. (2020). En komparativ studie om upplevd autonomi hos rektorer i Norge och Sverige [Master’s thesis]. Uppsala university.

Badstieber, B. (2021). Inklusion als Transformation?! Eine empirische Analyse der Rekontextualisierungsstrategien von Schulleitenden im Kontext schulischer Inklusion. Julius Klinkhardt.

Bowen, G. A. (2009). Document Analysis as a Qualitative Research Method. Qualitative research journal, 9(2), pp. 27-40. https://doi.org/10.3316/QRJ0902027

Brauckmann, S. (2012). Schulleitungshandeln zwischen deconcentration, devolution und delegation (3D) – empirische Annäherungen aus internationaler Perspektive. Empirische Pädagogik. 26(1), pp. 78-102. https://doi.org/10.25656/01:5872

Brauckmann, S. & Schwarz, A. (2012). No time to manage? The trade-off between relevant tasks and actual priorities of school leaders in Germany. International journal of educational management. 29(6), pp. 749-765. https://doi.org/10.1108/IJEM-10-2014-0138

Cribb, A. & Gewirtz, S. (2007). Unpacking autonomy and control in education: Some conceptual and normative groundwork for a comparative analysis. European educational research journal, 6(3), pp. 203-213. https://doi.org/10.2304/eerj.2007.6.3.203

Grissom, J. A., Blissett, R. S. L. & Mitani, H. (2018). Evaluating School Principals: Supervisor Ratings of Principal Practice and Principal Job Performance. Educational evaluation and policy analysis, 40(3), pp. 446-472. https://doi.org/10.3102/0162373718783883

Hopmann, S. (1999). The Curriculum as a Standard of Public Education. Studies in philosophy and education, 18(1-2), pp. 89-106. https://doi.org/10.1023/A:1005139405296

Magnússon, G. (2015). Traditions and Challenges. Special Support in Swedish independent compulsory schools. [Doctoral dissertation]. Mälardalen University Sweden.

Moos, L., Nihlfors, E. & Paulsen, J. M. (2016). Nordic Superintendents: Agents in a Broken Chain. Springer International Publishing.

Møller, J. & Skedsmo, G. (2013). Modernising Education: New Public Management reform in the Norwegian education system. Journal of educational administration and history, 45(4), pp. 336-353. https://doi.org/10.1080/00220620.2013.822353

Prøitz, T. S. (2015). Learning Outcomes as a Key Concept in Policy Documents throughout Policy Changes. Scandinavian journal of educational research, 59(3), pp. 275-296. https://doi.org/10.1080/00313831.2014.904418

Stenersen, C. & Prøitz, T. S. (2022). Just a Buzzword? The use of Concepts and Ideas in Educational Governance. Scandinavian journal of educational research, 66(2), pp. 193-207. https://doi.org/10.1080/00313831.2020.1788153

Wermke, W., Jarl, M., Prøitz, T. S. & Nordholm, D. (2022). Comparing principal autonomy in time and space: modelling school leaders' decision making and control. Journal of curriculum studies, pp. 1-18. https://doi.org/10.1080/00220272.2022.2127124

Wermke, W. & Prøitz, T. S. (2021). Integration, fragmentation and complexity - governing of the teaching profession and the Nordic model. In J. E. Larsen, B. Schulte & F. W. Thue (Eds.), Schoolteachers and the Nordic Model: Comparative and Historical Perspectives. Routledge.


26. Educational Leadership
Paper

Is This Co-Creation? Making Sense of School Leadership Roles Under Changing Management Regimes

Sigrunn Tvedten

University of South-Eastern Norway, Norway

Presenting Author: Tvedten, Sigrunn

Co-creation is increasingly applied across European welfare states as a strategy to involve citizens as participants in active collaboration with public service-organizations, to facilitate public innovation, and thereby to improve the effectiveness and quality of public services, (Ansell & Torfing, 2021; Osborne, 2006; Osborne et al., 2021). Co-creation strategies are also adopted to address the policy issues of inclusive education (Heimburg & Ness, 2020). Inclusive education is here viewed as a multidimensional concept (Qvortrup & Qvortrup, 2018). Child well-being is unequally distributed, and research demonstrate the failure of public services to address the needs of children experiencing compound social problems (Casas & Frønes, 2020). The adaption of co-creation strategies to realize inclusive education thus illustrate what Wermke (2020) with reference to Prøitz, calls the policy-practices-nexus in the translation of inclusion from policy to practices. Educational leaders are under pressure to improve the quality and co-ordination of seamless childhood service, and co-creation becomes a new governance strategy through which to organize child-welfare services. Thus educational leaders face new expectations to co-operate, across hierarchical lines and service organizations, to manage such processes of co-creation. There is thus a need to strengthen the research on how educational leaders at different levels experience and handle such new emerging local governance contexts (Prøitz, 2021).

There is no common definition of co-creation, and the literature frequently refers to it as a buzz-word or ‘magic concept’, implying it represents a normatively loaded management strategy with near universal applicability to solve social problems (Voorberg et al., 2015). This leaves great leverage for local agents regarding how co-creation is implemented as a strategy in organizations. There is an emerging research field documenting divergent results from the adoption of co-creation models for local welfare service production (Brandsen et al., 2018; Bussu & Tullia Galanti, 2018). Organisational and institutional barriers to success are frequently interpreted to result from tensions between institutional logics or multiple stakeholder interests (Steen et al., 2018). Studies also demonstrate challenges to professional identities, autonomy, responsibility, and power relations within organizations (Aschhoff & Vogel, 2019; Mik-Meyer, 2017; Prøitz, 2021). There are though few studies investigating how educational leaders experience the adaption of co-creation strategies in the work for inclusive education.

The research question addressed it the paper are: How do municipal educational leaders interpret and manage their leadership roles under new local governance strategies of co-creation for inclusive education?

Theoretically the paper is informed by theories of institutional logics (Friedland & Alford, 1991; Ocasio et al., 2017), sensemaking in organizations (Weick, 1995) and institutionalized selves (Gubrium et al., 2001). The analyses explore the potential tensions and conflicts between different institutional logics as recognised and specified at the meso- and micro level of organisations. This theoretical frame is extended with interpretive theories of sensemaking (Weick, 1995), and the concept of institutionalized selves (Gubrium et al., 2001), developed from Goffman’s symbolic interactionism. Mik-Meyers (2017) shows the need to investigate how changes in the institutionalised expectations of public managers, as related to new governance regimes, may influence their perception of professional roles and identities. She argues that agency of professional welfare workers profoundly “reflect the ways in which the work is organized, their respective professional approaches, the legislation of the particular welfare area, and other structural aspects of work” (Mik-Meyer, 2017, p. 45). Institutional changes and new demands may further influence power relations, altering the hierarchies of professional groups in the organisation; and how professionals make sense of their leverage, autonomy, and responsibilities under the adaptation of a new governance regime.


Methodology, Methods, Research Instruments or Sources Used
The analyses are based on qualitative data from two different projects. The first is a case study of the organisation of schools and welfare services in a medium-large Norwegian municipality. The case represents a highly progressive example of the adaption of co-creation for inclusive education and childhood services. A new local governance strategy for the educational sector was launched as an explicit attempt to advance a new governing model of co-creation for an inclusive education. The analyses draw on a total of 22 qualitative interviews with employees in the case municipality in the period 2019 – 2020, where they reflect upon their leadership roles and expectations. The educational leaders represent different leadership roles at various levels of the municipal administration and within schools, including the strategic level, superintendent, school principals, and managers of special needs education services. In addition, the paper draws on four group interviews conducted as part of an action-research project following one concrete case of the application of co-creation within the same municipality. These group interviews were conducted with employees working as project managers, consultants, and co-workers at different levels and in different departments of the municipal administration related to educational governance, special needs education services, child welfare services, and school health services. The analyses of interviews are supplemented by analyses of selected strategic documents from the case municipality, as a backdrop to understand the ideals and policy goals for the new local governance strategy. Qualitative thematic analyses were carried out using NVivo. The analytical strategy was one of abduction, as I moved between more inductive empirical, interpretive analyses of interview transcripts, and theoretically developed codes.  
Conclusions, Expected Outcomes or Findings
Preliminary findings: The application of co-creation models in the public service organisations demonstrate the potential to strengthen a child-centred perspective in childhood services to promote inclusion and well-being among vulnerable children. The strategies aim to build organisational flexibility and leverage to co-ordinate services to meet the need of children with complex multifaceted challenges. If co-creation strategies are to generate lasting effects in terms of how to organise inclusive education, it requires efforts to institutionalise horizontal co-operation between the relevant organisational units. There is uncertainty as to how the strategy may be implemented and aligned with existing bureaucratic routines and institutionalized requirements. There is a also risk that existing front-line professional work and bottom-up processes which analytically can be recognized as co-creation, are not recognised as such, as they are not explicitly connected to the official strategical plans of co-creation. Loose coupling between the strategic level and the front line in the organisation thus generates a risk of not recognising the potential of co-creation in day-to-day practices and routines. Successful co-creation thus requires the careful management of education leaders of such iterative processes of professional front line work, to align these with the strategic plans and aims.
The aim to re-define existing structures of accountability in line with new governance ideals, also increase uncertainty among educational leaders, in terms unclear goals, and uncertainties in how to prioritise between different actions and decisions demanded by an increasingly complex structure of organisational goals. The strategy presumes great flexibility and leverage in the organisation, but exists in organisational tension with bureaucratic control routines, divisions of labour, and routine work to ensure compliance with rule-based regulations. This tension is intensified as professional groups feel their status threatened by professional dilution and new organizational roles, changing the expectations of educational leaders at different levels.

References
Ansell, C., & Torfing, J. (2021). Public Governance as Co-creation: A Strategy for Revitalizing the Public Sector and Rejuvenating Democracy. Cambridge University Press. https://doi.org/10.1017/9781108765381

Aschhoff, N., & Vogel, R. (2019). Something old, something new, something borrowed: Explaining varieties of professionalism in citizen collaboration through identity theory. Public Administration, 97(3), 703–720. https://doi.org/10.1111/padm.12589

Brandsen, T., Steen, T., & Verschuere, B. (2018). Co-Creation and Co-Production in Public Services: Urgent Issues in Practice and Research. In T. Brandsen, et.al (Eds.), Co-production and co-creation: Engaging citizens in public services (pp. 3–8). Routledge; Scopus. https://doi.org/10.4324/9781315204956

Bussu, S., & Tullia Galanti, M. (2018). Facilitating coproduction: The role of leadership in coproduction initiatives in the UK. Policy and Society, 37(3), 347–367. https://doi.org/10.1080/14494035.2018.1414355

Casas, F., & Frønes, I. (2020). From snapshots to complex continuity: Making sense of the multifaceted concept of child well-being. Childhood, 27(2), 188–202. https://doi.org/10.1177/0907568219895809

Friedland, R., & Alford, R. R. (1991). Bringing Society Back In: Symbols, Practices, and Institutional Contradictions. In W. W. Powell & P. J. DiMaggio (Eds.), The New Institutionalism in Organizational Analysis (pp. 232–267). University of Chicago Press.

Gubrium, J. F., et al. (2001). Institutional Selves: Troubled Identities in a Postmodern World. Oxford University Press.

Heimburg, D., & Ness, O. (2020). Relational Welfare: A socially just response to co-creating health and well-being for all. Scandinavian Journal of Public Health. https://doi.org/10.1177/1403494820970815

Mik-Meyer, N. (2017). The power of citizens and professionals in welfare encounters: The influence of bureaucracy, market and psychology (1st ed.). University Press. https://doi.org/10.2307/j.ctv18b5fh1

Ocasio, W., Thornton, P. H., & Lounsbury, M. (2017). Advances to the Institutional Logics Perspective. In The SAGE Handbook of Organizational Institutionalism (pp. 509–531). SAGE Publications Ltd. https://doi.org/10.4135/9781526415066

Osborne, S. P. (2006). The New Public Governance? Public Management Review, 8(3), 377–387. https://doi.org/10.1080/14719030600853022

Prøitz, T. (2021). Styring og støtte i moderne governance – samverkan för bästa skola. Pedagogisk forskning i Sverige, 26(1), 126–132. https://doi.org/10.15626/pfs26.01.06

Steen, T., Brandsen, T., & Verschuere, B. (2018). The Dark Side of Co-Creation and Co-Production: Seven Evils. In Co-Production and Co-Creation. Routledge.

Voorberg, W. H., et.al. (2015). A Systematic Review of Co-Creation and Co-Production: Embarking on the social innovation journey. Public Management Review, 17(9), 1333–1357. https://doi.org/10.1080/14719037.2014.930505

Wermke, W., et.al (2020). ‘A school for all’ in the policy and practice nexus: Comparing ‘doing inclusion’ in different contexts. Introduction to the special issue. Nordic Journal of Studies in Educational Policy, 6(1), 1–6. https://doi.org/10.1080/20020317.2020.1743105
 
Date: Wednesday, 23/Aug/2023
9:00am - 10:30am26 SES 04 B: School Improvement and Quality Through the Lens of Educational Leadership
Location: Joseph Black Building, C407 [Floor 4]
Session Chair: Helen Goode
Paper Session
 
26. Educational Leadership
Paper

Quality And Benefits Of Interventions And Their Effects On The Quality Of Schools

Stephan Gerhard Huber1, Christoph Helm2, Rolf Strietholt3, Marius Schwander1, Jane Pruitt1, Gregor Steinbeiß2

1Pädagogische Hochschule Zug, Switzerland; 2Johannes Kepler Universität Linz, Austria; 3IEA Hamburg, Germany

Presenting Author: Huber, Stephan Gerhard; Steinbeiß, Gregor

Due to their location and the composition of the student body, schools in challenging circumstances face more difficult conditions. With a high proportion of students from non-privileged family situations (usually measured by the educational attainment and financial circumstances of the parents), these poorer socio-economic circumstances are often associated with special compensatory services provided by the school. In addition, schools in challenging circumstances have different organizational quality characteristics.

When quality characteristics differ, schools need external support. To be able to face these different problem and stress constellations of particularly stressed schools, it is therefore necessary to take a differentiated view of the stress characteristics as well as different school development and support approaches, which are based on the specific needs of the schools.

The necessary additional support from the system can take place, for example, within the framework of professionalization and advisory services.

This paper examines the quality and benefits of a support program for schools offering various interventions and their impact on school leadership, school development and school quality in schools in challenging circumstances.

It is based on data from the accompanying study of a program to support schools in challenging circumstances, which supports school leaders of schools in disadvantaged social environments in the further development of their school through interventions like coaching and school development counselling. It also records the quality and the change in the quality of school characteristics and examines the contribution of the interventions to these changes.

The paper is based on the following overarching questions:

  1. How is the quality of the interventions assessed by the school stakeholders who have a connection to the measures?
  2. What are the consequences of the interventions in terms of qualities and quality changes in the schools?

This research draws on several strands of literature. First, it builds on research on school effectiveness, which since the 1970s has focused on the impact of various school-related factors on students' academic performance. This has included increasing attention to schools with particular challenges in recent years, which includes a focus on school context in terms of low socio-economic status, high levels of migration, etc., which often occur in combination with dysfunctional features of school organization (e.g., Baumert, Stanat & Watermann, 2006). Second, the paper draws on research on school development and change with a particular focus on 'school turnaround', which can be seen as an educational policy initiative to change and improve the performance of these schools (Murphy & Meyers, 2008; Peck & Reitzug, 2014; Authors, 2012, 2019, 2020).

One of the key findings of the research is that improvement initiatives need to be differentiated and adapted to the needs and challenges of individual schools (e.g., Reynolds et al., 1996). With regard to the selection of strategies, different concerns have to be addressed, such as decisions on the number and size of prioritized areas, where to set the focus, the use of data, and assessments related to the capacity of the school to change as well as the degree of external support needed (Meyers & Smylie, 2017). Different models for “School Turnaround” have been tried out in the US and in England. While some models include radical approaches such as school closure and retention of staff, others concentrate on professional development (e.g., courses, peer-teaching, coaching) focusing on improving the quality of teaching and school management, establishing cooperation or even initiating school fusion between a “failing” school and a school characterized as “successful”, and improving the coordination between the school and the local authorities. The last type of model is more evident in the German speaking context (Author, 2018; Racherbäumer et al., 2013).


Methodology, Methods, Research Instruments or Sources Used
This five-year longitudinal mixed methods study is based on a sample of around 150 schools in North Rhine-Westphalia. Over a period of three years, half of the schools experienced further measures to professionalize school leadership (e.g., coaching of school leaders, continuous professional development program) and support school development (additional financial resources, school development counselling).

The quantitative analyses are based on a total of six surveys of staff and school leaders - three on the work situation, three on the various interventions.

On the one hand, the intervention survey serves as an implementation check with the aim of verifying whether the program has been implemented effectively. At the same time, variation in intervention quality provides an opportunity to examine whether certain dimensions of intervention quality predict school quality. In addition to a descriptive evaluation of the quality assessments of staff and school leaders, autoregressive regression analyses are conducted to examine the impact of specific program components/interventions on selected school quality characteristics during the program period. These analyses were conducted at school level, as the program was implemented at school level.

Due to the reduced sample size at the school level, the regression analyses were estimated in separate models for each explanatory variable. In each case, a characteristic of school quality at the third measurement point (dependent variable) was regressed while controlling for the same variable at the first measurement point (control variable t1), as well as a characteristic of outcome quality (influencing factor, effect variable) of a program component/intervention. This reveals whether the quality of outcomes is related to the characteristic of school quality after the program, independent of the initial value of the characteristic of school quality before the program. The control or dependent variables are based on the school mean scores of the staff's assessments of school quality at the first and third measurement time points, respectively. The influencing factors are based on the mean values of the assessments of the outcome qualities from the surveys of all different time points.

Through a comparison group design, it is possible to compare the changes in project and comparison schools and to relate them to the program interventions. To measure the changes in the schools using questionnaire data of the survey on the work situation, the effect size Cohen's d (Cohen, 1988) was calculated, which refers to the practical relevance of the results.

Conclusions, Expected Outcomes or Findings
Presented are selected results on the perception of the quality and benefits of the different interventions as well as their effects on school leadership, school development and school quality.

The results of the study show the very positive assessment of the quality and benefits of the program modules and their positive consequences on the quality of the organization.

The results of the regression analyses provide evidence that positively perceived outcome qualities of the training program, coaching and school development counselling go hand in hand with improvements in numerous dimensions of school quality (e.g., coordination of action of school management, cooperative leadership). For example: The school members’ positive perception of the benefits (β = .26**) and reached goals (β = .28**) as well as their perception of an increase in competence development (β = .25**), behavioral (β = .27**) and organizational (β = .15*) change through the school’s work with a process consultancy for school development is associated with an improved coordination of actions of the steering group perceived by the employees.

Additionally, the effect sizes show that the majority of the project schools have developed better over the course of the program, both on the basis of the assessment of the school management and the staff, than the comparison schools, some of which have even developed negatively.

The overall findings show that there is evidence for the effectivity of the interventions of school development programs. Thus, the longitudinal study shows the contribution of different interventions on school leadership and school development of German schools in challenging situations.

Based on the results, the interventions are discussed in relation to their effects. In this way, the conditions for successful implementation can be identified and implications for practice can be derived.

References
Authors (2012, 2018, 2019, 2020)
Baumert, J., Stanat, P. & Watermann, R. (2006): Herkunftsbedingte Disparitäten im Bildungswesen. Vertiefende Analysen im Rahmen von PISA 2000. Wiesbaden: VS Verlag für Sozialwissenschaften.
Cohen, J. (1988). Statistical power analysis for the behavioral sciences (2nd ed). L. Erlbaum Associates.
Meyers, C.V. & Smylie, M.A. (2017). Five Myths of School Turnaround Policy and Practice, Leadership and Policy in Schools, 16:3, 502-523, DOI:10.1080/15700763.2016.1270333
Murphy & Meyers, (2008): Turning Around Failing Schools: Leadership Lessons From the Organizational Sciences. Thousands Oak, California: Corwin Press.
Peck, C., & Reitzug, U. C. (2014). School turnaround fever: The paradoxes of a historical practice promoted as a new reform. Urban Education, 49, 8-38. doi: 10.1177/0042085912472511
Racherbäumer, K., Funke, C., Ackeren, I. van & Clausen, M. (2013): Datennutzung und Schulleitungshandeln an Schulen in weniger begünstigter Lage. Empirische Befunde zu ausgewählten Aspekten der Qualitätsentwicklung. In: Die Deutsche Schule 13, Beiheft 12, S. 226-254. Münster: Waxmann.
Reynolds, D., Bollen, R., Creemers, B., Hopkins, D., Stoll, L. & Lagerwej, N. (1996): Making Good Schools: Linking School Effectiveness and Improvement. London: Routledge/Falmer.


26. Educational Leadership
Paper

From Road Map for Teacher Quality to an Integrated Approach

Helen Goode, Lawrie Drysdale, David Gurr

The University of Melbourne, Australia

Presenting Author: Goode, Helen

The purpose of this proposal is to update previous research on verifying a roadmap for school leaders to ensure teacher quality can be sustained overtime.

The research question was to explore the usefulness of the roadmap as a guide for principals to ensure teacher quality based on new data.

Background and Conceptual Framework

This paper argues that a major leadership challenge for school leaders is to attract, deploy, develop and retain quality teachers. To gain commitment and engagement of teachers over their career, we propose leaders take a strategic and long-term approach. Previously (ECER 2019/2021) we presented a roadmap as a conceptual framework. Between 2018-2022 we tested this roadmap with a range of leaders and teachers representing schools. We now present an updated version of the roadmap but with supporting evidence from over 300 case studies to demonstrate its veracity as a strategic framework. In early versions of the roadmap, we highlighted key touch points such as identifying aspirants, preparation programs, sourcing talent, induction and socialisation, professional learning, and performance management as stages in ensuring quality. Our past findings verified that leaders could ensure quality by focusing on each of these factors. Our accumulated research findings show that focusing on each touch point separately is valuable but does not explain the dynamic interaction of touch points. Our latest findings show that to be successful, leaders need to be aware that the touch points are best integrated as a process rather than distinct stages.

Current evidence-based research has shown that the ‘good’ (effective/inspiring) teacher is a significant factor in improving student outcomes (OECD, 2005; Stronge, 2007, Sammons 2017). Research shows that teachers are the most significant in-school factor influencing student learning. Estimates of the percentage contribution of teachers to student outcomes varies from 30% (Hattie 2003) to 59% (Alton-Lee 2003; Rowe 2003). Findings from the Sutton Trust (2011) demonstrated the significant difference between good teacher and bad teacher as being one full year of student growth. With the pressure to improve student outcomes and the significance of teacher quality, it is incumbent on school leaders to ensure that they attract, acquire, develop, and retain quality teachers.

In the context of increased devolution and accountability, school systems not only in Europe but in other countries now recognize the changing role of school leaders. The traditional school leader role of teacher deployment is being challenged because they are expected now to adopt a Talent Management strategy (McBeath 2007), which involves attracting, developing, and retaining quality teachers. The pandemic has seen a major change in the teaching workforce where there are teacher shortages not only in Europe but in most countries around the world. This has added pressure on recruiting and retaining teachers.

We believe the road map is also useful within the conference theme, The Value of Diversity in Education and Educational Research). Touch points on the road map recognise the social challenges and different values and beliefs. Leaders and teachers work within different expectations, prescriptions, reconciliations. Within this complex context the road map helps leaders identify and acquire the best candidates for the teaching profession, develop their capabilities and support them in their teaching profession. The roadmap outlines key stages of a teacher’s journey: the aspiration to teach, the preparation and recruitment into the system, and their early experiences with the teaching profession. School leaders can play an important part in at each stage: identifying, acquiring and developing teachers though what we have identified ‘touchpoints.

We argue that leaders need to understand the whole journey and intervene to help teachers reach their potential and help them to sustain it over their career.


Methodology, Methods, Research Instruments or Sources Used
The roadmap is built on sound theory and research. It is based on a strategic human resource management (SHRM) framework (Mercer, Barker, Bird, 2010). The authors draw on the SHRM literature and the emerging literature on SHRM in education to support the road map.

The objective of SHRM is to make the best possible use of people within the accepted social, economic and ethical framework and standards of the existing the culture or society.
SHRM is a multi-disciplinary approach which draws its theories and practices from many sources. It aims to help people to work more effectively, improve performance, provide a productive and supportive environment, improve managing and leading people, establish appropriate principles, policies and practices, and provide competitive advantage (Stone, 2017; Nieto, 2014). The key operative functions include: job design & evaluation; manpower planning; recruitment and selection; induction & socialisation; training & development; performance management; working conditions; employee relations; remuneration & benefits; retirement & redundancy (Ogunyomi, Shadare & Chidi, 2011; Mondy & Martocchio, 2015; Youssef, 2012; Dessler, 2011; Hendry, 2011). The intended outcome is to ensure the competence of an organization’s workforce to perform, compete, and innovate (Lawler, Mohrman & Ledford, 1998). Over the past two decades the principles of SHRM have been applied to schools. Educational writers such as Runhaar (2016); Odden (2011); Kimball (2011), have championed SHRM as a disciplined approach to recruitment and development as compared with the ad hoc approach that is common in schools.

Case Studies. In 2018-2022 we tested the roadmap with over 300 postgraduate students who were completing a Masters of Education subject, Leadership for Teacher Quality, at the authors’ university. The students, both Australian and international, were a mixture of teachers, middle level leaders and principals. Within the limits of 4000-word case studies, students were required to evaluate the current practices and processes for teacher quality and quality teaching in their own school setting against the road map. A review of the related literature was required to inform their analysis.  Furthermore, they were required to identify recommendations to the school's leadership group. Using a matrix highlighting touchpoints from the roadmap, the case studies were analysed and placed into themes.

Conclusions, Expected Outcomes or Findings
The findings showed support for the road map in a range of different educational settings, including highly challenging circumstances and diverse settings. Our updated version of the roadmap identities six touchpoints- sourcing talent, recruiting talent, induction, deployment, professional learning and performance management. These domains are based on key operational functions from the SHRM literature.

Findings from the case studies identified these leadership practices that enhanced teacher quality: induction, professional learning, professional identity, effective recruitment and selection practices, career planning, pedagogical support in the classroom, and effective feedback. Gaps in leadership practice were also identified particularly with induction and teacher evaluation.  However. the most significant new finding was that these functions were integrated, for example, best practice induction involved socialisation, professional learning, coaching, establishing professional identity, and performance management.
The most effective leaders also underscored the touchpoints by developing and maintaining good working conditions, building a productive culture, and providing motivation for teachers.
In our presentation we outline practices where leaders focused on the needs in both the short and long term to build and maintain teacher commitment and engagement.
We found that successful leaders addressed individual and team needs, built individual and profession capacity, supported and resourced teaching and learning, maintained sound and healthy working conditions, developed a productive culture, helped teachers build resilience, and provided opportunities for motivation.

We accept that in different systems and in different countries there will be varying levels of devolved responsibility, leader autonomy and accountability. Leaders may have greater opportunities to impact on touchpoints in some systems, for example, recruitment and selection, whereas in other systems recruitment and selection may remain centrally controlled. However, we believe that leaders need to pay attention to the whole journey of a teacher’s career and that this roadmap highlights these touch points.


References
Darling-Hammond, L (2006) Constructing 21st-Century Teacher Education, Journal of Teacher Education, 57(3), 300-31
Darling-Hammond, L (2010) Teacher Education and the American Future, Journal of Teacher Education, 61(1-2), 35-47
Day, C. (2012). New Lives of Teachers. Teacher Education Quarterly, 39(1), 7-26.
Day, C. (2017) Teachers’ Worlds and Work: Understanding Complexity, Building Quality, Routledge, NY.
Dessler, G. (2011). Human resource management. Boston, Mass.: Pearson.
Hattie, J. (2003). Teachers make a difference: What is the research evidence? Paper presented at ACER Research Conference, October 19-21, in Melbourne.
Jensen, B. (2011). Better teacher appraisal and feedback: Improving performance. Melbourne: Grattan Institute.
Kimball, S. M. (2011) Principals, Human Capital Managers at Every School, Phi Delta Kappan 92(7) 13-18.
Lawler, E. E., Mohrman, S. A. and Ledford, G. E. (1998). Strategies for High Performance Organizations – the CEO Report. San Francisco: Jossey – Bass Publishers.
Macbeath, J. (2006) The talent enigma, International Journal of Leadership in Education, 9(3), 183-204
Mercer, J, Barker, B., Bird, R. (2010) Human Resource Management in Education [electronic resource] Contexts, Themes and Impact, Hoboken: Taylor and Francis
Nieto, M. L. (2014). Human resource management. Basingstoke: Palgrave Macmillan.
Odden, A. R. (2011) Strategic Management of Human Capital in Education. New York: Routledge
Ogunyomi, O.P. & Shadare, A.O. & Chidi, O.C. (2011). Current trends and future directions of human resource management practices: A review of the literature, European Journal of Economics, Finance and Administrative Sciences. 29, 19-25.
OECD (2005). Teachers matter: Attracting, developing and retaining effective teachers. Paris: Organization for Economic Cooperation and Development.
OECD (2008). Measuring improvements in learning outcomes: Best practices to assess the value-added of schools. Paris: OECD.
Rowe, K. (2003). The importance of teacher quality as a key determinant of students’ experiences and outcomes of schooling. In Building teacher quality: Research conference 2003: 15-23. Melbourne: ACER.
Runhaar, P. (2016). How can schools and teachers benefit from human resources management? Educational Management Administration & Leadership. 45(10), 639-656.
Stronge, J. H. (2007). Qualities of effective teachers (2nd ed.). Alexandria, VA: ASCD.
Youssef, C. M. (2012). Human resource management. San Diego, CA: Bridgepoint Education.


26. Educational Leadership
Paper

The Role of the Critical Friend in Supporting Principals to Lead School Improvement

Ryan Dunn

Melbourne University, Australia

Presenting Author: Dunn, Ryan

The Organisation for Economic Co-operation and Development (OECD), Schleicher (2012) describes the fundamental role of school leaders as setting a vision and enhancing the capacities of the school community to achieve it. Similarly, other studies have identified core leadership practices exercised by principals including building vision and setting directions, understanding and developing people, redesigning the organisation and managing the teaching and learning program (Leithwood et al. 2006). It is clear schools do not become high performing in the absence of strong leadership. However, it is also apparent the single point accountability on principals to improve teaching and learning is a heavy burden to carry (Riley et al. 2021). As such, principals are increasingly encouraged to cultivate a support network to assist them through key improvement initiatives. While there are varied approaches principals can draw upon for support (see principal supervisor role, Community of Practice, executive coaching, etc) a recognised mechanism for principal support is the use of a critical friend.

A critical friend has been defined as ‘a trusted person who asks provocative questions, provides data to be examined through another lens, and offers critique of a person’s work as a friend’ (Costa & Kallick 1993, p. 50). This has been extended to include helping schools make decisions, challenge expectations, patiently playing a role that is interpretive and catalytic, helping shape outcomes but never determining them, alerting the school to issues only half perceived, and being sympathetic to the school’s purpose (Doherty, et al. 2001). While broad definitions that allude to aspects of the role have emerged, there is still considerable debate about how to best capture the concept of a critical friend.

Arising from the ambiguous conceptualisation of a critical friend is a lack of guidance on the exact tasks a critical friend is expected to fulfil, competencies they should have, or skills and behaviours that should guide their work (MacPhail et al. 2021). It is acknowledged differences arise due to the contextual needs of a given situation (Swaffield & MacBeath 2005) and there does not appear to be one universally accepted definition, perception of, or role for critical friends in supporting and enhancing professional learning and development. This has led to a disjointed and fragmented literature which is difficult to synthesise and advance, and, it is suspected, replete with individuals in critical friend roles without calling them as such (MacPhail et al. 2021).

This study seeks to provide insights into the varied and potentially boundary spanning role a critical friend may need to draw upon. This is achieved by analysing the work of four critical friends whose primary role is to support principals to lead improvement in teaching and learning in a longitudinal mathematics professional learning program. The data presented in this study is derived from the first year of a 2-year professional learning partnership between the Melbourne Graduate School of Education (MGSE), the Maths Association of Victoria (MAV) and 39 primary school leadership teams. Prior to commencing the critical friend role in the project, the experienced educational consultants were invited to be part of a focus group. The intention of the study is to examine the way experienced consultants conceptualise the type of roles a critical friend might play as part of the improvement initiative.


Methodology, Methods, Research Instruments or Sources Used
A focus group methodology was adopted to examine the type of role the experienced consultants anticipated they would be required to undertake as part of the improvement program. Focus groups are particularly useful for discovering new insights (Gould et al. 2008) and therefore appropriate for examining perceptions of the types of roles the consultants anticipate will be required as part of the professional learning program. Their perception is based on their previous experience working as a critical friend coupled with their understanding of the professional learning program. Focus group methodology is suited for obtaining in-depth responses (Morgan, 1998), which in this context meant the thoughts and diverse experiences of the critical friends would be effectively surfaced. Focus groups also allow the researcher to seek clarity and ask participants to verify their statements (Krueger, 1998). Hence, if the critical friends were lacking in specificity, additional clarification was requested to ensure the researchers understanding of the role matched with the critical friend’s description. The intention of the focus groups was to generate themes that could be transformed into explicit descriptions of the role a critical friend plays when supporting principals in improvement work.
The critical friends were purposely sampled based their previous experience in this type of role. The five critical friends in the focus group interviews had a minimum of 4-years experience working with school leaders in this role.
Two 90-minute focus group sessions were held over a two-week period. The focus group included the 6 critical friends and two investigators. Following standard focus-group guidelines (Morgan, 1998), each group consisted of the same 6 participants, as well as an investigator to capture the discussion and the other investigator to undertake the role of group facilitator. Both investigators were experienced educational consultants who had been extensively involved in school improvement efforts. In addition, they had both conducted qualitative research in the past considered the appropriateness of qualitative research methodologies within this context.

Conclusions, Expected Outcomes or Findings
The focus group sessions enabled the four consultants to highlight key aspects of how they conceptualised the critical friend role. The discussion was closely aligned to MacPhail et al. (2021) dual-continuum model. Following the focus group interviews, the data was analysed to identify patterns with how the critical friend role was conceptualised by experienced consultants working as critical friends with school leadership teams. From these patterns we derived four archetypes to make sense of, and provide insight about, the range of experiences the experienced consultants have had with the critical friend role to date, and how they consider the diverse roles they may be required to undertake. Workshop participants confirmed that the archetypes reflected the varying beliefs, attitudes and behaviours required for a critical friend to support school improvement.
In addition to eight professional learning days school principals had access to a critical friend to support their improvement work throughout the duration of the program. The intention was that the critical friend would visit each principal at their school twice every academic year to support the contextualisation of the improvement work they were undertaking in mathematics. A critical friend is espoused as being a highly adaptable form of support for the leadership of school improvement (Gurr & Huerta, 2013). Due to the adaptative nature of the critical friend there is significant ambiguity surrounding the role. The four key archetypes the critical friends anticipated they would utilise during the professional learning program and the working definitions they established are: mentor, challenge partner, more knowledgeable other, and knowledge broker. The roles and definitions will be explored as part of the presentation.

References
Costa, A.L. and Kallick, B., 1993. Through the lens of a critical friend. Educational leadership, 51, 49.
Doherty, J. , MacBeath, J. , Jardine, S. , Smith, I. & McCall, J. (2001) Do schools need critical friends? In J. MacBeath & P. Mortimore (eds) Improving School Effectiveness, pp. 138-151. Buckingham: Open University Press .
Gould, D., Lauer, L., Rolo, C., Jannes, C., & Pennisi, N. (2008). The role of parents in Tennis success: Focus group interviews with junior coaches. Sport Psychologist, 22(1).
Gurr, D., & Huerta, M. (2013). The role of the critical friend in leadership and school improvement. Procedia-Social and Behavioral Sciences, 106, 3084-3090.
Leithwood, K., & Jantzi, D. (2006). Transformational school leadership for large-scale reform: Effects on students, teachers, and their classroom practices. School effectiveness and school improvement, 17(2), 201-227.
MacPhail, A.,Tannehill, D and Ataman, R. (2021): The role of the critical friend in supporting and enhancing professional learning and development, Professional Development in Education, DOI: 10.1080/19415257.2021.1879235
Morgan, D. L., Krueger, R. A., & Scannell, A. U. (1998). Planning focus groups. Sage.
Swaffield, S. and MacBeath, J., 2005. School self-evaluation and the role of a critical friend. Cambridge journal of education, 35 (2), 239–252. doi:10.1080/03057640500147037.
Schleicher, A. (2012). Preparing teachers and developing school leaders for the 21st century: Lessons from around the world. OECD Publishing. 2, rue Andre Pascal, F-75775 Paris Cedex 16, France.
 
1:30pm - 3:00pm26 SES 06 B: Teacher Leadership Development in the Educational Context (Part 1)
Location: Joseph Black Building, C407 [Floor 4]
Session Chair: Miao Liu
Paper Session to be continued in 26 SES 13 B
 
26. Educational Leadership
Paper

Emerging Teacher Leader Roles in Upper Secondary School – Elite Teachers Leading Colleagues’ Professional Learning in Subject Departments

Hedvig N. Abrahamsen1, Kristin Helstad2

1University of Oslo, Norway; 2University of OsloMet, Norway

Presenting Author: Abrahamsen, Hedvig N.; Helstad, Kristin

School leaders around the world face expectations from national and local policy level on leading the schools, as a result of recognition of leadership importance for student learning (Leithwood et al., 2020). This paper explores how an emerging teacher leader role is developing in an upper secondary school in Norway within a context of changes in society and frequent reform initiatives. A renewed version of the national curriculum (LK20) underlines that school leaders are responsible for developing processes of organizational learning and engage in local reform work at their schools. The principal cannot take the responsibility for this leadership expectations alone (Møller & Rönnberg, 2021), reflecting a growing need for middle leaders at different levels to contribute.

The term middle leadership is perceived differently in various national contexts (Day & Grice, 2019; De Nobile, 2018; Harris et al., 2019; Lipscombe et al., 2021). In this paper we focus on teacher leaders described as ‘subject leaders’, a redesigned role in which teachers are given responsibility for leading processes of professional learning amongst their peer teachers. They are teachers leading students inside the classroom, whilst at the same time leading peer teachers outside the classroom (Wenner & Campbell, 2017). Hierarchically placed below senior middle leaders their reach of authority is limited (De Nobile, 2018). They report to their department heads.

Integrated between senior leaders and peer teachers (Grootenboer et al., 2019; Wilkinson, 2017) research on middle leaders show that they are important for developing professional learning and development (Grootenboer et al., 2019). However, tensions between a whole-school focus and department focus may develop (Harris & Jones, 2017). Teachers as subject leaders are not comfortable about getting too much involved with their colleagues’ individual professional work (Helstad & Abrahamsen, 2020) or with controlling the teacher profession (Alvehus et al., 2020). Although previous research has shown that middle leaders are important for improvement (Harris & Jones, 2017) there is still need for investigating the many different middle teacher leader roles which are emerging in schools. The educational landscape is changing and professional roles are developing, something which makes it relevant to assume that relations between the different layers in the school, such as the teachers, subject leaders, department heads and the principal are influenced in particular ways. The present study which this paper rests on provides a contribution to the field on how teacher leaders work to find their role among their peer teachers while at the same time being part of the teacher profession they are expected to lead.

Our study’s research question is as follows:

How do teacher subject leaders in an upper secondary school experience and develop their position amongst their peer teachers?

The present study aims to identify how teachers as subject middle leaders may contribute to develop processes of professional learning amongst peer teachers in the local school in light of national expectations on local reform work.

Theoretical framework:
This study draws upon a relational understanding of leading, taking the perspective that practice organizes and constructs activity through social interaction (Spillane, 2006). Theory of practice architecture argues that individuals in a community of practice encounter one another in intersubjective spaces in language, space and time in the material world and social relationships (Kemmis et al., 2014, p. 4). This is about socially established cooperative human activities characterized by sayings (ideas and discourses), doings (actions and activities) and relatings (relationships) which ‘hang together’ Kemmis et al., 2014, p. 31). Theorized through a lens of practice architecture in processes of organizing professionalism (Noordegraaf, 2015) the teacher subject leaders are viewed as a differentiation of teacher positions in the school organization.


Methodology, Methods, Research Instruments or Sources Used
The research underlying this paper rests on an ongoing longitudinal larger study investigating leadership in an upper secondary schools in Norway (Helstad & Abrahamsen, 2020). This research project has a qualitative design with the aim of generating more knowledge about changes in school leadership over a period of six years. In this paper we focus on experiences and expressions of practices from 12  teacher subject leaders from two visits; one in  2019 and one in 2022. The last visit gave the opportunity to identify how the subject leaders had developed their understandings of their own and each other’s practices when acting as subject leaders. We chose focus group interviews because this method facilitates for letting discussions unfold between participants if the researchers create a situation based on trust. Further, focus group can produce a concentrated amount of empirical data on a topic (Kvale & Brinkmann, 2009). Since we have visited this school a number of times in connection with the larger research project, we had met the subject leaders several times and experienced that trust was established.                    
The questions guiding the focus group interviews were directed towards getting the subject leaders to tell us and each other about what they experienced as teacher leaders and whether and how the role had changed over time. We focused on what they said and did as subject leaders and how their relations towards the teachers was experienced and developed. We also wanted to hear them tell each other about specific challenges in leading their colleagues’ professional learning. The interviews were transcribed, and followed a three-step analysis process, described as coding, extracting and interpretation (Kvale og Brinkman, 2009). Richards, (2009) describes this as descriptive, thematic and analytical, where in the descriptive phase the focus was on what the informants told, and the second phase focused on the themes which were emerging and the third analytical phase involves interpretation and abstracting findings and analysis across the interviews relevant for the research question.

Conclusions, Expected Outcomes or Findings
Sayings – from reminding to reflecting
When asked what the subject leaders experienced when leading the teachers’ professional learning the teachers who had been in this position from 2019 told that they experienced a change from reminding the teachers on what to do towards changing their meetings towards discussions, reading and showing relevant research. They also told that the role opened up the possibility to bringing teacher ideas and thoughts up to the formal school leaders, and that the school leaders listened to them.
Doings – what they could do and what they wanted to do
The teacher leaders reported that they wanted to contribute to develop their work (subjects) together with their peers, and to plan development work. They were very concerned about that planning together was about doings, not just words. They expressed that they did not want to “spy on their colleagues”, but rather offer peer guidance.
Relatings – “Captain on the rowing boat”
The teacher leaders’ relations towards the teachers and their own teaching profession  is characterized by a strong loyalty. They underlined that they were not leaders, but teachers leading change and development work amongst equals. Their responsibility was improvement work for everybody in the subject department, which meant that they first and foremost initiated and pushed learning processes forward. They expressed that they had responsibility for a group of teachers, and which was a small part of the school, as “captains on the rowing boat”.
In sum, the study shows that teachers leading peers in the local school is a strong tool for development and professional learning. Teachers leading teachers is a robust strategy concerning educational leadership. At the same time there is also a risk that traditions and norms being equals as peers undermine efforts of leadership.

References
Alvehus, J., Eklund, S., & Kastberg, G. (2020). Organizing Professionalism – New Elites, Stratification and Division of Labor. Public organization review, 20(1), 163-177. https://doi.org/10.1007/s11115-018-00436-y
Day, C., & Grice, C. (2019). Investigating the Influence and Impact of Leading from the Middle: A School-based Strategy for Middle leaders in Schools. A research Report commissioned by The Association of  Independent Schools Leadership Centre New South Wales.
De Nobile, J. (2018). Towards a theoretical model of middle leadership in schools. School Leadership & Management, 38(4), 395-416. https://doi.org/10.1080/13632434.2017.1411902
Grootenboer, P., Edwards-Groves, C., & Rönnerman, K. (2019). Understanding middle leadership: practices and policies. School Leadership & Management, 39(3-4), 251-254. https://doi.org/10.1080/13632434.2019.1611712
Harris, A., & Jones, M. (2017). Middle leaders matter: reflections, recognition, and renaissance. School Leadership & Management, 37(3), 213-216. https://doi.org/10.1080/13632434.2017.1323398
Harris, A., Jones, M., Ismail, N., & Nguyen, D. (2019). Middle leaders and middle leadership in schools: exploring the knowledge base (2003–2017). School Leadership & Management, 39(3-4), 255-277. https://doi.org/10.1080/13632434.2019.1578738
Helstad, K., & Abrahamsen, H. (2020). Leadership in Upper Secondary School: Exploring New Roles When Teachers Are Leaders. In L. Moos, E. Nihlfors, & J. M. Paulsen (Eds.), Re-centering the Critical Potential of Nordic School Leadership Research: Fundamental, but often forgotten perspectives (pp. 173-189). Springer International Publishing. https://doi.org/10.1007/978-3-030-55027-1_10
Kemmis, S., Wilkinson, J., Edwards-Groves, C., Hardy, I., Grootenboer, P., & Bristol, L. (2014). Changing Practices, Changing Education (1st ed. 2014. ed.). Springer Singapore : Imprint: Springer.
Leithwood, K., Harris, A., & Hopkins, D. (2020). Seven strong claims about successful school leadership revisited. School Leadership & Management, 40(1), 5-22. https://doi.org/10.1080/13632434.2019.1596077
Lipscombe, K., Tindall-Ford, S., & Lamanna, J. (2021). School middle leadership: A systematic review. Educational Management Administration & Leadership, 0(0), 1741143220983328. https://doi.org/10.1177/1741143220983328
Møller, J., & Rönnberg, L. (2021). Critical perspectives in and approaches to educational leadership
in two Nordic countries J. In S. J. Courtney, H. Gunter, R. Niesche, & T. M. Trujillo (Eds.), Understanding educational leadership, critical perspectives and approaches. Bloomsbury Academic.
Noordegraaf, M. (2015). Hybrid professionalism and beyond: (New) Forms of public professionalism in changing organizational and societal contexts. Journal of professions and organization, 2(2), 187-206. https://doi.org/10.1093/jpo/jov002
Wenner, J. A., & Campbell, T. (2017). The Theoretical and Empirical Basis of Teacher Leadership: A Review of the Literature. Review of Educational Research, 87(1), 134-171. https://doi.org/10.3102/0034654316653478
Wilkinson, J. (2017). Reclaiming education in educational leadership. In P. Grootenboer, C. Edwards-Groves, & S. Choy (Eds.), Practice theory perspectives on pedagogy and education: Praxis, diversity and contestation (pp. 231-241). Springer


26. Educational Leadership
Paper

Do Teachers Wish to Be Agents of Change?

Ahmet Aypay1, Murat Özdemir2, Yasin Avan3

1Nazarbayev University, Kazakhstan; 2Anadolu University, Türkiye; 3Ministry of National Education, Türkiye

Presenting Author: Aypay, Ahmet

Teachers have a pivotal role in all educational systems. What’s more, teachers and school administrators are the actual implementers of governmental laws and public policies as street-level bureaucrats (Aypay & Özdemir, 2022). Change projects ignoring this personal influence may harm most of the intended goals (Goodson, 2001). Fullan (1993) emphasizes that teachers who will be the change agents should have the capacity to create a personal vision, question, expertise and cooperate whether for a curriculum change or any kind of reform implementation. Patterson & Rolheiser (2004) also indicate that learning change and creating a culture of change may contribute to student achievement. Therefore, ministries of education should not exclude teachers from reform initiatives but consider them active stakeholders to embrace change (Philpott & Oates 2017). Previous research implies that teachers are not technicians who implement policy changes, but rather they respond diversely in different circumstances (Lasky, 2005; Tao & Gao, 2017). Therefore, it should be focused on how teachers can act within the framework of existing resources and conditions. Admittedly, it is not only a matter of structures but also the culture that will encourage the development of a shared knowledge base. Louis (2010) noted that effective knowledge utilization depends on sustained interaction and collaborative cultures where teachers could learn about and make sense of changes together.

It has been concluded that the active participation of teachers in change is the strongest variable that encourages a desirable organizational climate for teachers, as well as enables them to be open to change and develop positive feelings (Poppleton & Williamson, 2004). It is because the teacher is the only person who can implement any innovation that is the result of the change in the school and classroom environment (Fullan, 1991). Teachers take an active part in curriculum development studies in countries such as Scotland and the Republic of Cyprus (Erdem, 2020). Moreover, in countries such as Canada, teacher candidates are supported to become actors of change through teacher training programs by trying to improve their inner world with strategies such as thoughtfulness, reflective practices, questioning, and self-study (Fu & Clarke, 2017). However, it does not seem possible to state that teacher education programs in Türkiye inspire teacher candidates for such an ideal (Erdem, 2020). In addition, research findings imply that adaptation efforts remain insufficient since teachers working in public schools are not included in the change processes in Türkiye (Balyer & Kural, 2018). Therefore, teachers resist change due to their lack of knowledge about the change process, their unwillingness to take on new tasks, roles, and responsibilities, the fear of being harmed by change, the lack of school capacity, and the inability of school administrators to manage change (Helvacı, Çankaya & Bostancı, 2013). It could be asserted that Menlo & Collet’s (2015) assertion of “somehow, schools do not appear to be viewed as legitimate rich settings for teacher professional learning and development in school leadership” seems to be true for Türkiye as well.


Methodology, Methods, Research Instruments or Sources Used
The main purpose of this study is to examine the expectations of teachers and school principals in Türkiye for teachers’ participation in change. By the way, it is hoped to reveal how the expectations of both groups affect the degree of teachers’ taking responsibility in their schools. The questionnaires developed for Menlo & Collet’s (2015) international project were chosen as the instrument of this survey study. After employing a back translation procedure, the questionnaires were administered to 272 teachers and 146 school administrators working at public schools in central Anatolia. It could be alleged that the demographics of the sample are consistent with the overall trends in Türkiye. To illustrate, 46% of teachers and 18% of administrators were females. Moreover, 45% of teachers and 29% of administrators were under 40. Two-thirds of teachers had up to ten years of professional seniority while more than 80% of administrators worked over ten years. All these indicate the young population of teachers and the male veteran dominance of school administrators in Türkiye. Additionally, one-third of teachers were primary school teachers while only one-fourth of administrators were assistant principals. And, half of both groups were working at schools with less than 200 students.
Conclusions, Expected Outcomes or Findings
We estimated two primary indices namely administration and coordination (ACI), and classroom learning (CLI) based on the results of exploratory factor analysis. As the research data were normally distributed, parametric tests were conducted. According to independent samples t-test results, there are significant differences between teachers’ and school administrators’ opinions regarding teachers’ attitudes toward change (p<.01). Teachers’ CLI [X ̅=3.76, SD=.88], and ACI [X ̅=3.49, SD=.97] are higher than school administrators’ scores (CLI X ̅=3.31, SD=.78, and ACI X ̅=3.18, SD=.79). Both groups’ opinions on school administrators’ change leadership competencies also significantly differ, but in the opposite direction (p<.01). Teachers’ CLI [X ̅=3.72, SD=.97], and ACI [X ̅=3.72, SD=1.00] are lower than school administrators’ scores (CLI X ̅=4.15, SD=.66, and ACI X ̅=4.16, SD=.66). Multiple Linear Regression Analysis results yield that teachers’ ACI attitudes together with school administrators’ CLI and ACI competencies explain 72% of teachers’ CLI while teachers’ CLI attitudes together with school administrators’ CLI and ACI competencies are responsible for 74% of teachers’ ACI. Moreover, teachers’ CLI and ACI attitudes together with school administrators’ ACI competencies explain 85% of school administrators’ CLI while teachers’ CLI and ACI attitudes together with school administrators’ CLI competencies are responsible for 84% of school administrators’ ACI. Structural Equation Modelling results with an acceptable model fit reveal the mutual relationships between the components of teachers’ attitudes towards change and school administrators’ change leadership competencies.
The research results yielded that teachers and school administrators in Türkiye have different perspectives concerning the teachers’ desire to be agents of change. Although our data is consistent with the literature, the participating groups of educators seem to overestimate their share while underestimating the other’s role. The elucidation of contextual conditions seems to be a must to understand Turkish teachers’ desire to be agents of change.

References
Aypay, A. & Özdemir, M. (Eds.) (2022). Türk eğitim sistemi ve okul yönetimi / Turkish education system and school administration. Ankara: Nobel.
Balyer, A., & Kural, S. (2018). Teachers’ views on their roles in educational change process and their adaptation to these changes. Ondokuz Mayis University Journal of Education Faculty, 37(1), 63-80.
Erdem, C. (2020). A new concept in teacher identity research: Teacher agency. Adiyaman Univesity Journal of Educational Sciences, 10(1), 32-55.
Fu, G. & Clarke, A. (2017). Teacher agency in the Canadian context: Linking the how and the what. Journal of Education for Teaching, 43(5), 581-593. https://doi.org/10.1080/02607476.2017.1355046
Fullan, M. (1991). The new meaning of educational change. New York: Teachers College Press.
Fullan, M. G. (1993). Why teachers must become change agents. Educational leadership, 50, 12-12.
Goodson, I. F. (2001). Social histories of educational change. Journal of Educational Change. 2(1), 45-63.
Helvacı, M. A., Çankaya, İ., & Bostancı, A. B. (2013). Reasons and levels of teachers’ resistance to change at schools according to inspectors’ perspectives. Journal of Theoretical Educational Science, 6(1), 120-135.
Lasky, S. (2005). A sociocultural approach to understanding teacher identity, agency and professional vulnerability in a context of secondary school reform. Teaching and Teacher Education, 21, 899-916. doi:10.1016/j.tate.2005.06.003
Louis, K. S. (2010). Better schools through better knowledge? New understandings, new uncertainties, in A. Hargreaves, A. Lieberman, M. Fullan, & D. Hopkins (Eds), Second international handbook of educational change (pp. 3-27). Dordrecht: Springer.
Menlo, A., & Collet, L. (Eds.). (2015). Do teachers wish to be agents of change?: Will principals support them? Rotterdam: Sense Publishers
Patterson, D. & Rolheiser C. (2004). Creating a culture of change. Journal of Staff Development. 25(2), 1-4.
Philpott, C. & Oates, C. (2017) Teacher agency and professional learning communities; what can Learning Rounds in Scotland teach us?, Professional Development in Education, 43(3), 318-333, DOI: 10.1080/19415257.2016.1180316
Poppleton, P., & Williamson, J. (Eds.). (2004). New realities of teachers’ work lives: An international comparative study of the impact of education change. Oxford, England: Symposium Books.
Tao, J. & Gao, X. (2017). Teacher agency and identity commitment in curricular reform. Teaching and Teacher Education, 63, 346-355. http://dx.doi.org/10.1016/j.tate.2017.01.010


26. Educational Leadership
Paper

Teacher Leadership Capability and Narrative Methodology – Implications for a Potential Professional Development Model

Elena Seghedin, Ovidiu Gavrilovici

Alexandru Ioan Cuza University from Iasi

Presenting Author: Seghedin, Elena; Gavrilovici, Ovidiu

Our paper is related to a theoretical and empirical research about Educational Leadership. Being a part of an Erasmus plus Strategic Partnership during 2019 and 2021, we had the opportunities to achieve some goals about this important issue for Education Systems worldwide.

ENABLES (European Arts-Based Development of Distributed Leadership and Innovation in Schools) Project aims to strengthen collaborative leadership of innovation in schools by developing and disseminating innovative methods of arts-based and embodied collaborative leadership development. As part of the ENABLES project, a total of five European countries (UK, Finland, Latvia, Romania and Austria) have been working together since November 2019 to develop, test and reflect on the use of new approaches in the field of art-based and bodily methods to promote distributive leadership. All five institutional partners developed an Action Research Trial under the coordination of UK Leadership Institute of Hertfordshire University.

The objectives of the project were to strengthen distributed leadership in schools, including both teacher leadership and student leadership, and to promote democratic practice that enables teachers, senior leaders and other stakeholders in schools to lead innovation collaboratively.

Our project has done this by enhancing the practice and understanding of innovative forms of leadership development that apply arts-based approaches to such development which facilitate self-learning through critical exploration of the creative and affective dimensions of leadership and leadership development.

Like a common starting point, all the institutional partners contributed to a Literature review starting from the main ideas and key words about Leadership in Education field. For the empirical part, the project had a specific framework based on the following applicative ideas (same for all partners): to enhance understanding and application of the value of arts-based approaches in the development of distributed leadership, including teacher and student leadership, in schools; to help policy-makers, student teachers from universities and practitioners concerned with such leadership development to gain confidence in the use of arts-based approaches; to generate research-based examples of a range of effective arts-based approaches; to examine commonalities and differences in differing national and cultural contexts in Europe, and the potential for arts-based approaches to facilitate transnational leadership development; to create an online resource for arts-based development of distributed leadership and teacher leadership in schools; to engage with national and European policy and practitioner networks to disseminate the online resource.

Mainstream leadership development often focuses only on leaders themselves and existing models that purport to help these individuals become better at leading. However, this sort of leader development (as opposed to leadership development) is questionable with regard to efficiency and effectiveness. We argue here that this may be due to a lack of acknowledgement of leaders’ (and followers’) implicit leadership theories in the context of leader and leadership development.

We start our work in this project and our Trial design from the main Leadership models which are connected with the Educational practice, thinking that leadership has an essentialist orientation that characterizes the leader behavior, leader communication or follower dependency.

We intended to apply, test and evaluate narrative-based and embodied learning approaches to developing Distributed Leadership Capability.

The goal of our work is to present the design and some of the results of our Action Research Trial - Romanian Narrative Research Trial, which included three practical workshops conducted with teachers - a range of school-based leaders (including MA students) between November 2020 – March 2021.


Methodology, Methods, Research Instruments or Sources Used
Under the framework of Distributive Leadership, and using the ideas of democratic leadership, the Trials aim was to apply, test and evaluate innovative arts-based and embodied learning approaches to developing distributed leadership in schools. Action research Romanian Trial had some specific objectives under the frame of the utility of the Narrative Methodology on the Personal and Professional Development processes; our Trial aims to evaluate the impact of the Narrative Approach Methods to developing the distributed leadership (individual and group/organisational level).
The Design included three training workshops, on a virtual meetings sesions (being on a COVID pandemic time) from November 2020 to March 2021; the Reflective Evaluation Meeting was in April 2021.  
Between the training sesions and the Definitional Ceremony for celebrating what we had learned, we collect participants works – reflective writting, individual and teams journals, we made some interviews with 4-5 participants for each workshop.
Participants: 76 persons - school teachers, school principals, school inspectors, school psychologists, MA students in Policy and Management in Education
We decided to use the following Narrative Methods: Tree of Professional Life (adaptation of the Tree of Life); Something Meritorious; Caring for those who care; A Magical Day and the Definitional Ceremony (the last one, which was used like a reflective/narrative formative evaluation technique.
Were used literary art instruments: creative writing and artistic expression – drawing and, for the post-training workshops we used the reflective journals and vignettes techniques.
There were several challenges due to the move of workshop activities from the on-site environment to the online environment. The classes were held in the evening, after the participants finished their jobs. They were tired still everyone got involved in the activities. The activities in pairs (the exercise “Something of Merit”) was carried out in the virtual room, still, the face-to-face communication could have brought more details about the participants' feelings, the connection among them would have been deeper. The participants who were not able to share their reflections (even they want very much to share!!!) had the possibility to send their thoughts via email. Methods have been adjusted for online facilitation - brief presentations with Power point support. The reflective exposure times of the participants was substantially reduced; thus, appeared the need to receive reflections, follow-up topics, via email a few days after the workshop.
Learning became visible and participants make knowledge explicit, explore its applicability to other contexts and transform it into a shared resource.

Conclusions, Expected Outcomes or Findings
Our narrative methods constructed collaborative spaces where constraints of hierarchy are minimized and agency, reflexivity and development of personal and collaborative intentions by participants are facilitated. We used two levels of data interpretation:
a. Participant assessment of learning: Reflective journals and Three input essay; an assessment instrument completed individually and collectively, before and after the trial, to assess the attitudes, knowledge and capacity in relation to the practice of distributed leadership. b. Participant assessment of the experience: Three input essay: their experience of narrative approaches and their confidence in using such methods in future leadership development activities with others.
To assess the experience, challenges and progress we had two moments of evaluation: during the workshops and on a final meeting. We were interested to see if there are increasing values on achieving new knowledge, awareness and embodied learning that strengthen capacity for distributed leadership.
Our approach was more discursively oriented:  we used aesthetic narrative positivism connected with the training methods, which undertook utilitarian as well as critical method for search leadership capabilities. We examined participants on both status – leader and follower, using implicit narratives of their lived experiences of leadership in their organizational settings and their own perspectives about their abilities to lead. Almost all participants identified positive affect.
Evaluation instruments were informed by King’s (2014) professional development and Frost and Durrant’s (2002) teacher-led impact evaluation frameworks, with particular attention to ‘experience’, ‘learning’ and ‘degree and quality of change’, and generate quantitative and qualitative multi-media data (visual, digital, textual) and experiential vignettes (Ammann, 2018).
Based on the results, we critically reflect upon implications for leadership learning (and development) and argue that implicit leadership theories in connection with Narrative Approach can provide a valuable starting point for leadership development and an important resource for teacher training activities.

References
[1]Woods, P.A. and Roberts, Amanda, "Collaborative school leadership in a global society: A critical perspective”, Educational Management Administration & Leadership, vol 2/ February 2018.
[2]Møller, J. and Schratz, M., "Leadership Development in Europe”. In: Lumby J, Crow G and Pashiardis P (eds), International Handbook on the Preparation and Development of School Leaders. London: Routledge, 2008, pp. 340-343.
[3]Schyns, B., et al. "New ways to leadership development: A picture paints a thousand words." Management Learning 44(1), pp.11-24, 2013
[4]Gavrilovici, O. și Cehan, I. D., "Narrative approaches in preschool counseling”. În E. Seghedin și G.-A. Masari (Coord.), Knowledge based society teaching profession challenges, pp. 265-278, Iași: Institutul European, 2013
[5]White, M., Maps of narrative practice. New York: Norton, 2007
[6]Damiani, J., Haywood Rolling Jr, J., Douglas Wieczorek. Rethinking leadership education: narrative inquiry and leadership stories, Reflective Practice, 18:5, pp. 673-687, Routledge , Taylor and Francis Group, 2017
[7]Frost, D. The Concept of ‘Agency’ in Leadership for Learning. Leading & Managing 12(2) pp 19-28, 2006
[8]Frost, D. (2011a) Supporting teacher leadership in 15 countries: International Teacher Leadership project, Phase 1 - A Report, Cambridge: University of Cambridge Faculty of Education.
[9]Parry, K. and Kempster S. "Love and leadership: Constructing follower narrative identities of charismatic leadership." Management Learning 45(1), pp. 21-38, 2014.
[10]Frost, D. (ed) (2017) Empowering Teachers as Agents of Change: Enabling a non-positional approach to teacher leadership. Cambridge: Leadership for Learning: The Cambridge Network.
[11]Gavrilovici, O. (2015). Narrative approach in educational management and leadership: „The professional narrative identity development program” for school counselors in Iasi County, Romania. In Slavica Ševkušic, Jelena Radišic, Dušica Malinic (Eds.). Challenges and dilemmas of professional development of teachers and leaders in education. Conference proceedings.  (pp. 318-322). Belgrade: Institute for Educational Research & Institute for the Improvement of Education. ISBN: 978-86-7447-126-5
[12]Gross, S. and Shapiro, J. (eds) (2015) Democratic Ethical Educational Leadership: Reclaiming School Reform. London: Routledge.
[13]Gronn, P. (2002) Distributed leadership as a unit of analysis. Leadership Quarterly 13 (4): 423-451.
[14]Seghedin, Elena, (2014 ) From the Teachers professional Ethics to the Personal Professional Responsibility în Acta Didactica Napocensia, 7(4)2014. “Babes-Bolyai”University Press. Cluj-Napoca. (ISSN 2065-1430).  http://adn.teaching.ro
[15]Seghedin, Elena, Rotaru, Anca (2018), Teachers emotional capability between goal and reality,  in vol Journal of Innovation in Psychology, Education and Didactics, nr.22, vol 2/2018, http://www.jiped.ub.ro/index.php/archives/2605
 
3:30pm - 5:00pm26 SES 07 B: Educational Leadership in Crisis: Perspectives and Directions
Location: Joseph Black Building, C407 [Floor 4]
Session Chair: Jennifer Charteris
Paper Session
 
26. Educational Leadership
Paper

Crisis Leadership and Communication: Working with School Communities after Catastrophic School Fires

Jennifer Charteris, Adele Nye

University of New England, Australia

Presenting Author: Charteris, Jennifer; Nye, Adele

Climate change has led to a world wide increase in severe weather events . (Lozano, et al 2017, Clarke & Evans, 2019). In Australia, school communities and their surrounding landscapes have been ravaged by fire and flood and these events are becoming more common and critical events that impact schools are only likely to increase. This is not a problem associated only with the Australian continent, rather it is an urgent global concern. In the aftermath of recent catastrophic fires and floods, is an opportune time to learn how leaders are deal effectively with a crisis that affects so many people in their school communities.

During crises school leaders are forced to very abruptly deal with catastrophic events which require very specific leadership skills tools, strategies and practices. Scholars suggest that an alternative approach to leadership is required during times of crisis (Drysdale & Gurr 2017; Mutch 2015; Smith & Riley 2012). The experiences of those who have faced these challenges in the past offer an insight into not just what works well, but also it indicates what resources need to be developed. Moreover, how leaders lead through crises and consideration of the unique strengths and initiatives developed by school communities is an area identified for further research (Okilwa & Barnett, 2021).

This presentation shares findings from a study which is premised on a theoretical framework drawn from draws both leadership and school crisis literature. The research question addresses the features of school leaders’ communication that are required in times of crisis. The objective of the study is to map the extant literature on how school leaders communicate during crises and explore the features of communication of school leaders who experienced catastrophic bushfires. When a major fire occurs in a school, the impact can be felt for years to come and how school communities rebuild depends on strong leadership (Nye, 2016).

The importance of school leaders’ communication during crisis events cannot be underestimated. Communication during crises has to be effective and is key in navigating through the event and its aftermath. Effective communication is important for protecting lives during the crisis, maintaining the reputation of the school, and mitigating any negative repercussions associated with the crisis (Coombs, 2019). Although traditional means of communication may be obstructed during a crisis, finding a means for rapid and accurate communications can mitigate losses and foster trust between school leaders school and those affected (Alanezi, 2021). School leaders filter messages from mainstream news outlets and social media to reassure teachers and parents (Hume et al., 2021) and, in turn, they are responsible for brokering information to the community and public. This requires expertise in working with the media. Moreover communication is an important element in the recouperation process as leaders deal with communities in trauma and shock.


Methodology, Methods, Research Instruments or Sources Used
The research was designed to provide an ethnographic snap shot of the experiences of school leaders who led their schools through catastrophic bushfire events. The project is located in an interpretivist research paradigm. The collective case study spans four school sites where bushfires have taken place. Four significant school fires were chosen to be examined in depth. The data collection consisted of semi-structured interviews with school leaders, as well as the examination of documents relating to the fires and social media grabs. Photographs were provided by the school leaders of the devastation and the key initiatives developed during the recuperation phase. The school leaders were invited to share a narrative of their experience during a bushfire event. It became apparent during the interviews that communication was an important feature of leadership during the bushfire crises.

As this presentation specifically addresses leader communication during crises, the primary data sources comprise the interviews with school leaders from these four schools in New South Wales, Australia. This context comprised regional and urban schools whose school leaders volunteered to share their experiences. The purposive sampling targeted school leaders who were interested in sharing their experience of leading through a catastrophic bushfire event. Ethical clearance was received from the University of New England and the school leaders received informational letters that explained the study, requested consent for voluntary involvement and assured confidentiality. All interviews were audio recorded and transcribed. The data were thematically analysed. The researchers created categories using a coding process. These were discussed by the researchers and verified to enhance trustworthiness. The interview questions examined the school leaders’ perceptions and perspectives. The were semi structured so as to invite the leaders to share narratives of their experiences. The authors conducted inductive analyses in order to generate themes. The thematic analysis examined the leaders’ narratives to determine connections and commonalities and highlight different units of meaning. The researchers used colour coding to identify themes (Williams & Moser, 2019) which will be shared in the presentation.

Conclusions, Expected Outcomes or Findings
Research on crises in schools mainly centre on prevention and the approaches taken to mitigate impacts during and immediately after crises events. Communication is integral to this work. Each school, community, and landscape is different and each crisis is born of unique circumstances. It is well acknowledged that context significantly impacts leadership practices (Clarke & O’Donoghue, 2016; Gurr & Drysdale, 2018) and therefore there are nuanced findings in this case study research. Educators and researchers may find the findings relatable and the study can inform the field moving forward.
While there has been much written about educators’ responses to the COVID-19 and there is a growing corpus of literature on leading during the pandemic, the sudden catastrophic nature of natural disasters bring with them their own set of challenges. The focus of this study on communication may be helpful for educators and policy makers who need to prepare ahead of disasters. Moreover the findings highlight the important of effective communication in fostering both trust and resilience among school communities. Moreover the findings highlight the value of communicating to support distributed leadership in post-critical stages of reconstruction and the rebuilding of resources.
The findings of this research can be brokered with Departments of Education, policy makers, leaders and teachers in schools, and their broader school communities. There is an ongoing need for responsive and effective practices associated with crisis leadership in schools.

References
Alanezi, A. (2021). Using social networks in school crisis management: evidence from middle school principals in Kuwait. Education 3-13, 49(8), 935-944

Clarke, H. & Evans, J.P. (2019). Exploring the future change space for fire weather in southeast Australia. Theoretical and Applied Climatology, 136, 513-527.

Clarke, S., & O’Donoghue, T. (2016). Leadership, learning, and change in post-conflict schools: Much Ado about a Lot. In Leadership in Diverse Learning Contexts (pp. 129-143). Springer, Cham.
 
Coombs, T. (2019). Crisis Communication. Encyclopedia of Public Relations. New York: Tyles & Francis.

Drysdale, L., & Gurr, D. (2017). Leadership in uncertain times. International Studies in educational administration, 45(2), 131-159.

Gurr, D., & Drysdale, L. (2018). Leading high needs schools: Findings from the international school leadership development network. International Studies in Educational Administration, 46(1), 147-156.

Hulme, M., Beauchamp, G., Clarke, L., & Hamilton, L. (2021). Collaboration in times of crisis: Leading UK schools in the early stages of a pandemic. Leadership and Policy in Schools, 1-20.

Lozano, O. M., Salis, M., Ager, A. A., Arca, B., Alcasena, F. J., Monteiro, A. T., Finney, M., Del Giudice, L.,  Scoccimarro, E., & Spano, D. (2017). Assessing climate change impacts on wildfire exposure in Mediterranean areas.  Risk Analysis, 37(10), 1898 – 1916.

Mutch, C. (2015). Leadership in times of crisis: Dispositional, relational and contextual factors influencing school principals’ actions. International Journal of Disaster Risk Reduction, 14, 186-194.

Nye, A. (2016). 'Working from the boot of a red falcon': The impact of major fires in four Australian schools. Australian and International Journal of Rural Education, 83-98.

Okilwa, N. S., & Barnett, B. G. (2021). Strategies and Practices of Leading Schools During the Current COVID-19 Crisis. International Studies in Educational Administration (Commonwealth Council for Educational Administration & Management (CCEAM)), 49(3)\, 61-81.

Smith, L., & Riley, D. (2012). School leadership in times of crisis. School Leadership & Management, 32(1), 57-71.

Sutherland, I. E. (2017). Learning and growing: Trust, leadership, and response to crisis. Journal of Educational Administration, 55(1), 2-17.

Williams, M., & Moser, T. (2019). The art of coding and thematic exploration in qualitative research. International Management Review, 15(1), 45-55.


26. Educational Leadership
Paper

Personality Traits of Principals in the Primary Schools in Greece and the Decision-making Crisis Management

Eleftheria Pantsiou, Georgios Iordanidis

University of Western Macedonia, Greece

Presenting Author: Pantsiou, Eleftheria; Iordanidis, Georgios

General description and research questions

The decision making in a crisis situation is affected directly by the personality characteristics of the principal who will seize the opportunity appropriately in order to learn through it (Kouzes & Posner, 2007; Bolman & Deal, 2008; Saiti, Saitis & Gounaropoulos, 2008). The present study aims to showcase those personality traits of the principals, in Greek primary schools, which contribute during the process of decision making in a crisis situation at a school unit. The research questions are the following:

1) What personality traits do primary school principals in Greece believe they have for crisis management decision-making process?

2) How does principal’s gender affect personality traits in the crisis management decision-making process?

Theoretical framework

The principal’s personality is directly related to the decision making and, consequently, to the school management. Those individuals who are aware of the traits of their personality are in a position to optimize them effectively during the process of decision making (Oplatka, 2004).

According to Seeger (2006) and Bundy, Pfarrer, Short and Coombs (2017), a crisis generates new conditions which differ from the standard context of decision making, considering that they are characterized by high levels of uncertainty, limited response time, lack of information, stress, and pressure.

Regardless of the uncertainty, the tension and the intricacy that are induced by a crisis, the principal should take both immediate and accurate decisions (Bolman & Deal, 2008). Thus, both decisiveness, which is defined as the principal’s ability to think and act based on the available tools and practices (Cooper, 2007), and the experience, namely, the comparison of the current crisis situation to an older one, owning to acquiring knowledge of the past which is applicable to a current condition (Murawski, 2011), play a significant role in the process of decision making in a crisis situation. Equally important are the adaptability, the composure, the dedication to the goals that have been set, as well as the communication and cooperative skills (Bolman & Deal, 2008; Kouzes & Posner, 2007; Cooper, 2007).

In addition, research has shown (Sergent & Stajkovic, 2020; Hoobler, Masterson, NKomo & Michel, 2018; Ryan, Haslam, Morgenroth, Rink, Stoker & Peters, 2016) that the gender of the principal determines the characteristics of their personality, when they are called to deal with a crisis. At the same time, the total way of handling a crisis is affected.


Methodology, Methods, Research Instruments or Sources Used
For the collection of data, quantitative and qualitative methods have been applied.  More specifically, the 5-point Likert scale questionnaire constitutes the basic tool of the study, which is a part of a larger instrument created and applied initially in Murawski research (2011) for the measurement of the principal’s characteristics of their personality in a crisis situation. The questionnaire consisted of 7 mandatory queries, adapted to the 5-point Likert scale, translated in Greek and shared electronically to one thousand participants. Stratified sampling was used in order to select these participants from all over Greece.  Furthermore, semi-structured interviews were conducted, using the Webex application for online meetings. During the individual interviews a fictitious scenario was utilised which described a crisis situation in the school environment and it was based on the technique of the Royal Dutch Shell/Global Business Network (GBN). Although scenario planning is a highly imaginative and interactive exercise, the process is a systematic and iterative one. According to GBN technique the process of scenario planning includes five phases, orientation of the issue, exploring driving forces, synthesizing a scenario framework, action and monitoring (Bishop, Hines & Collins, 2007). The scenario consisted of 9 simple questions, focused on principals’ traits of personality during a crisis situation. A pilot study was implemented for both questionnaire and interview. In the quantitative study, 374 principals of primary schools, from all over Greece, participated voluntarily. Ten of those principals also took part voluntarily in the qualitative study.
Conclusions, Expected Outcomes or Findings
The principals that participated in the quantitative study recognised that, during the decision making in a crisis situation, they possess at a great extent, characteristics such as cooperative abilities, adaptability, communication skills, dedication to the goals and determination. Equally, they possess equanimity and experience to a great degree.
The results that arise from the qualitative study have shown that all 10 principals who participated recognised that in cases in which a decision had to be made to deal with a crisis, they have the necessary equanimity and cooperative abilities.  Additionally, almost everyone mentioned that they have the essential orderliness, more than half mentioned that they are prepared for a crisis and almost half of the participants mentioned that they have the needed readiness.  A smaller percentage of them referred to characteristics like dedication to the goals, empathy, determination, communication skills, responsibility and insightfulness.  
The aforementioned characteristics are associated and affected directly by the gender of the principal. Women principals were more determined and willing to help others, instead of men. Also, they had communicative and cooperative abilities.  
These traits are activated and defined by principals’ perceptions and experiences (Kouzes & Posner, 2007; Bolman & Deal, 2008). In addition, they are affected by the gender factor, a fact that differentiates the way in which both women and men principals make decisions in order to deal with a crisis (Sergent & Stajkovic, 2020; Hoobler, et al., 2018; Ryan, et al., 2016).
These results can be optimized by writers who create manuals of crisis management, not only for the educational environment but generally for different organisations. Also, these manuals could be included for the training of the executive directors as well as in hands-on workshops that address to principals for the showcase and the enhancement of those characteristics of their personality.

References
Bishop, P., Hines, A., & Collins, T. (2007). The current state of scenario development: an overview of techniques. Foresight, 9(1), 5-25.
Bolman, L. G., & Deal, T. E. (2008). Reframing organization: Artistry, choice and leadership (4th ed.). San Francisco, CA: Jossey Bass.
Bundy, J., Pfarrer, D. M., Short, E.C., & Coombs W.T. (2017). Crises and Crisis Management: Integration, Interpretation, and Research Development. Journal of Management, 43(6), 1661-1692.
Cooper, T. (2007). Decision making in a crisis. Journal of Police Crisis Negotiations, 7(2), 5-28.
Hoobler, J. M., Masterson, C. R., Nkomo, S. M., & Michel, E. J. (2018). The business case for women leaders: Meta-analysis, research critique, and path forward. Journal of Management, 44(6), 2473–2499.
Kouzes, J., & Posner, B. (2007). The leadership challenge (4th ed.). San Francisco, CA: Jossey-Bass Publishers.
Murawski, L. M. (2011). Leadership Traits, Tools, and Practices: Decision Making in a Crisis. (Doctoral Dissertation). Lincoln Memorial University, LMU Digital Commons.  
Oplatka, I. (2004). The characteristics of the school organization and the constraints on market ideology in education: an institutional view. Journal of Educational Policy, 19(2), 143-161.
Ryan, M. K., Haslam, S. A., Morgenroth, T., Rink, F., Stoker, J., & Peters, K. (2016). Getting on top of the glass cliff: Reviewing a decade of evidence, explanations, and impact. The Leadership Quarterly, 27(3), 446–455.
Saiti, A., Saitis, Ch., & Gounaropoulos, G. (2008). Attitudes and perceptions of teachers on crisis management in Primary Education schools. 6th Panhellenic Conference, "Greek Pedagogy and Educational Research", Pedagogical Society of Greece (pp. 344 - 354). Athens: Trilianos A. & Karaminas I.
Seeger, M. (2006). Best practices in risk and crisis communication: An expert panel process. Journal of Applied Communication Research, 34(3), 232-244.
Sergent, K., & Stajkovic, A. D. (2020). Women’s Leadership is Associated with Fewer Death During the Covid 19 Crisis: Quantitative and Qualitative Analyses of United Stated Governors. Journal of Applied Psychology, 105(8), 771–783.


26. Educational Leadership
Paper

How do Professional Gratification Crises affect the Health of School Leaders? Analysing the Relationship between the ERI Model and Burnout.

Nele Groß1, Kevin Dadaczynski2, Marcus Pietsch1

1Leuphana University Lueneburg, Germany; 2Hochschule Fulda

Presenting Author: Groß, Nele

In addition to physical health, mental health is an essential part of life. According to the World Health Organisation (2005), mental health is an essential dimension of a comprehensive understanding of health. Recent evidence suggests that mental stress and strain at work is a public health challenge that needs to be taken seriously. It is not only associated with high levels of suffering on the part of those affected, but also with a burden on the social system. As well as the obvious costs associated with absenteeism, there are also costs that are less obvious, such as presenteeism, lost productivity, problems associated with low levels of employee engagement and problems associated with a negative corporate culture (Iyarn, 2020).

This challenge is a national and global issue. For example, Bryan, Bryce & Roberts (2021) report from a longitudinal perspective that changing mental health has more than three times the effect on absenteeism as changing physical health in the UK. As well, comprehensive studies have been carried out for Germany. Based on an analysis of company absenteeism by the major statutory health insurers, the Federal Chamber of Psychotherapists (BPtK, 2018) concludes that the number of insured persons in Germany who were incapacitated by mental illness within one year increased from 3.3% to 5.5% between 2000 and 2017. Brandt (2021) supports these findings and reports that in Germany about 265 days of incapacity to work per 100 insured persons can be attributed to mental health problems. However, certain occupational groups appear to be at a higher risk of being reported to the employer as incapacitated due to mental illness.

Using data from the BIBB/IAB structural survey, Hasselhorn and Nübling (2004) were able to show that the risk of experiencing work-related psychological exhaustion is particularly high for teachers, comparing 67 occupational groups. Data from the BIBB/BAuA employment survey of 2006 and 2012 also point to a high level of mental exhaustion among teachers, although this level is just as high for members of other social professions (Cramer, Merk & Wesselborg, 2014). The results of a recent German study show that 45 per cent of the school principals and school board members surveyed find it difficult to relax at the end of the working day and a third of them often/always feel mentally exhausted (Dadaczynski, Okan & Messer, 2021).

In addition, studies by the Association of the Bavarian Economy [Vereinigung der Bayerischen Wirtschaft e.V.] (2021) show that educational staff are a particular risk group for mental illness and are particularly affected by the risk of burnout syndrome. As mentioned above, the symptoms of mental illnesses, such as the burnout syndrome, are manifested at the individual level, at the interpersonal level and at the institutional level. They are not only affective and cognitive, but also manifest themselves on a physiological level and affect the motivation and behaviour of those affected. This is why school leaders have a special role to play in their leadership function. Maslach and Leiter (2017) support this assumption, highlighting that employees working in the education system are at increased risk of burnout in terms of lower self-efficacy, emotional exhaustion and lower identification with work.

Empirical research on the mental health of school leaders is still in its infancy, although there is now considerable evidence on the mental health of teachers. Based on evidence-based knowledge, assumptions can be derived to fill the research gap. The aim of the scientific presentation is to answer the question of the extent to which an imbalance between one's own work commitment and the lack of compensation influences possible burnout.


Methodology, Methods, Research Instruments or Sources Used
The quantitative analyses will examine the relationship between the Effort-Reward Imbalance (ERI) model, originally developed by Siegrist (1996a) as an explanatory approach for negative health effects of working conditions, and selected items from the Maslach Burnout Inventory (MBI) (Maslach et al., 1996). The ERI model has been a useful tool for the analysis of work-related mental health conditions. The basic assumption of the model is based on the principle of social reciprocity. Occupational effort is part of a socially organised exchange, which is followed by occupational rewards. If there is an imbalance between the effort and the reward at work, this can lead to a crisis of job satisfaction with stress that promotes mental illness (Siegrist, 1996b). Research has shown that work stress, as measured by the ERI, is a good predictor of mental illnesses such as depression (Siegrist & Dragano, 2008).
A linear regression model will be successively built with the inclusion of further variables. The analysed data come from the study Leadership in German Schools (LineS2020), which was conducted at the Universities of Tübingen and Lüneburg and at the University of Applied Sciences Northwestern Switzerland. The sample, which is representative for Germany, included a total number of 405 randomly selected principals of general education schools. They were interviewed by means of an online questionnaire from September to November 2019 by forsa GmbH. In the analyses, the connection between the Effort-Reward Imbalance (ERI) model as an explanatory approach for the negative effects of working conditions on health (example item: "When I think about all my achievements and efforts, I consider the recognition I receive to be appropriate") and Maslach Burnout Inventory (MBI) items, such as "Since becoming a principal, I have become more indifferent towards people". (Maslach, Jackson & Leiter, 1996).
Following the descriptive analyses, a multiple regression model will be successively built with the inclusion of further variables. This model will take into account further background characteristics such as age, gender and length of service in the school service. This is followed by confirmatory checks of the constructs (ERI and burnout syndrome) and correlation analyses in MPlus. Missing values are accounted for using full information maximum likelihood (FIML).

Conclusions, Expected Outcomes or Findings
A total of 405 principals (female=55.8%; male=43.7%; diverse=0.5%) from schools in Germany were surveyed. Of the respondents, 11.6 % were aged between 30 and 44, 56 % were aged between 54 and 59 and just under a third were aged over 60. Of the schools that were administered, 92.3 per cent were state schools and 7.7 per cent were maintained schools. More than half of the schools (57.9 per cent) are primary schools. Grammar schools are represented in the sample by just under 15%, other secondary schools make up around a third. Just under 15% of headteachers answered in the affirmative when asked whether their school was located in a 'social hotspot'. Over half (52.8%) of respondents reported working between 41-51 hours in an average school week (including overtime), and over a quarter (28.1%) reported working more than 50 hours. Indicators of a high workload are both the type and location of the school and the working hours of the headteachers.
Preliminary analyses of the seven ERI items in a two-step analysis (Siegrist, Starke, Chandola, Godin, Marmot, Niedhammer & Peter, 2004) show that about a quarter of those surveyed perceive more reward than effort and are not threatened by a gratification crisis. However, perceiving more effort than reward, 73.3% of respondents are at risk. In 1.5% of participants, effort and reward were in equilibrium. There were no gender differences in the analysis of variance. An additional test for effort and reward did not show any differences between the sexes either. High factor loadings (>.63) were found for all three items in an exploratory factor analysis of the burnout scale.

References
Brandt, M. (2021). Kranke Psyche: Höchststand bei Fehltagen im Jahr 2020. Access 15. September 2022 from https://de.statista.com/infografik/18813/krankschreibungen-wegen-psychischer-erkrankungen-in-deutschland/.
Bryan, M.E., Bryce, A.M., & Roberts, J. (2021). The effect of mental and physical health problems on sickness absence. The European Journal of Health Economics, 22, 1519–1533. https://doi.org/10.1007/s10198-021-01379-w.
Bundes Psychotherapeuten Kammer (2018). Die längsten Fehlzeiten weiterhin durch psychische Erkrankungen. BPtK-Auswertung 2018 „Langfristige Entwicklung Arbeitsunfähigkeit“. https://www.bptk.de/wp-content/uploads/2019/05/20190523_pm_bptk_Die-la%CC%88ngsten-Fehlzeiten-weiterhin-durch-psychische-Erkrankungen.pdf.
Cramer, C., Merk, S., & Wesselborg, B. (2014). Psychische Erschöpfung von Lehrerinnen und Lehrern. Repräsentativer Berufsgruppenvergleich unter Kontrolle berufsspezifischer Merkmale. Lehrerbildung auf dem Prüfstand, 7, 138-156.
Dadaczynski, K., Okan, O., & Messer, M. (2021). Belastungen und Beanspruchungen von Schulleitungen während der Corona-Pandemie. Ergebnisse einer Online-Befragung in vier Bundesländern. Public Health Zentrum Fulda (PHZF) an der Hochschule Fulda, Interdisziplinäres Zentrum für Gesundheitskompetenzforschung (IZGK) an der Universität Bielefeld & Pflegewissenschaft II an der Universität Trier. https://doi.org/10.4119/unibi/2957528.
Hasselhorn, H.-M. & Nübling, M. (2004). Arbeitsbedingte psychische Erschöpfung bei Erwerbstätigen in Deutschland. Arbeitsmed. Sozialmed. Umweltmed., 39, 568-576.
Iyarn (2020). The Iceberg of Mental Health and Wellbeing: Challenges for Modern Workplaces. Access 31.01.2023 from https://iyarn.com/blog/iceberg-workplace-mental-heath-wellbeing/.
Maslach, C., Jackson, S. E., & Leiter, M. P. (1996). Maslach Burnout Inventory. Manual. Consulting Psychologists Press.
Maslach, C., & Leiter, M. P. (2017). Understanding burnout. In: D. Cooper & J. Quick, J. (Eds.). The handbook of stress and health: a guide to research and practice (pp 36–56). Wiley-Blackwell. https://doi.org/ 10.1002/9781118993811.ch3.
Siegrist, J. (1996a). Adverse health effects of high-effort/low-reward conditions. Journal of Occupational Health Psychology, 1(1), 27–41.
Siegrist, J. (1996b). Soziale Krisen und Gesundheit. Eine Theorie der Gesundheitsförderung am Beispiel von Herz-Kreislauf-Risiken im Erwerbsleben. Hogrefe.
Siegrist, J. & Dragano, N. (2008). Psychosoziale Belastungen und Erkrankungsrisiken im Erwerbsleben. Befunde aus internationalen Studien zum Anforderungs-Kontroll-Modell und zum Modell beruflicher Gratifikationskrisen. Bundesgesundheitsblatt-Gesundheitsforschung-Gesundheitsschutz, 51(3), 305–312.
Siegrist, J., Starke, D., Chandola, T., Godin, I., Marmot, M., Niedhammer, I., & Peter, R. (2004). The measurement of effort–reward imbalance at work: European comparisons. Social Science & Medicine, 58, 1483–1499.
Vereinigung der Bayerischen Wirtschaft e. V. (Eds.). (2021). Führung, Leitung, Governance: Verantwortung im Bildungssystem. Waxmann.
World Health Organization (2005). Mental health: facing the challenges, building solutions: report from the WHO European Ministerial Conference. WHO Regional Office for Europe.
 
5:15pm - 6:45pm26 SES 08 B: School Leadership Development: Emerging Trends and Topics (Part 1)
Location: Joseph Black Building, C407 [Floor 4]
Paper Session to be continued in 26 SES 14 B
 
26. Educational Leadership
Paper

Professionalization in a New Key - School Leader Professional Development, Training, Knowledge and Autonomy in a Changing Landscape of Professions

Johanna Ringarp, Niclas Rönnström

Stockholm universitet, Sweden

Presenting Author: Ringarp, Johanna; Rönnström, Niclas

The professionalization of school leaders is frequently developed and debated all over the world. In recent decades, almost all OECD countries and EU member states have invested massively in school leader professional development and training, and this tendency can be seen worldwide (Huber, 2010). One important reason for these investments is the growing recognition of school leaders as important for the core practices of teaching and learning in schools (Bøje & Frederiksen 2019). School leaders are increasingly perceived as key agents for the quality of teaching and learning, teacher professional development but also for improvement and capacity building in schools (Rönnström, 2021).

Although the meaning of ‘professional’ and ‘professionalization’ vary between a plurality of contexts and school leadership connoisseurs, there are some converging trends in recent developments and debates. Some use the term ‘professional’ mainly as an indicator of being successful or good at one’s job. This way of using the term is reflected in research explicating the meaning of successful or effective school leadership (See Drysdale & Gurr, 2017; Hallinger, 2011; Leithwood, 2021; Leithwood et al, 2004; Robinson et al, 2009). Others use the term to indicate membership a of group of educational practitioners or a learning community, or as being a co-creator of communities of practitioners within or linked to schools (See Zachrisson and Johansson, 2010; Chirichello, 2010). There are also researchers who use the term in order to signify membership in qualified and socially closed communities drawn from conditions developed in the sociology of professions. The latter researchers commonly argue that school leaders run the risk of de-professionalization despite massive investments in professional development and training (Bøje & Frederiksen 2019).

The urgency of present time school leader professional development investments is not primarily linked to professionalization in the common or traditional senses; rather, it´s linked to the increasing globalization, economization, rationalization and re-organization of the public sector in general and the education sector in particular (Pashiardis and Brauckman, 2019; Ringarp and Rönnström, 2021; Hood, 1995). In our hyper modern world, changing landscapes of professionalization and professions are emerging and they are growing in importance, and they are important to questions of who educators are and who they are becoming. We can no longer fully grasp recent and ongoing professionalization movements by focusing on skills, capabilities, professional membership or criteria drawn from standard textbooks in the sociology of the professions. There is a need for new frameworks and alternative ways of conceptualizing the professionalization of school leaders in order to understand the scope, character and urgency of school leader professional development and training in present time.

In this paper, we will discuss and analyze the professionalization of school leaders as taking place within a changing landscape of professionalization due to recent globalization, economization, rationalization and organization in the education sector. We will illuminate an ongoing global movement and converging strategies among many European nations with regard to the professionalization of school leaders, and we will discuss their scope, character and urgency. We will in depth discuss recent school leader professional development and training in Sweden as an example of the changing landscape of professionalization. Finally, we will argue that the school leader profession is growing into an organizational profession in Sweden and elsewhere (Evetts, 2011; Ringarp and Rönnström, 2021). This is rarely recognized in recent debates and research on school leader professional development. Organizational professionalization differs from occupational professionalization (as the latter is explicated within the sociology of the professions), and this development has consequences for the knowledge-base, training and autonomy of school leaders and how they are expected to relate to other professionals in schools.


Methodology, Methods, Research Instruments or Sources Used
This study departs from recent development in the sociology of professions and studies in organizational professionalization and professions (Evetts, 2011; Ringarp and Rönnström, 2021). In the paper, we critically examine political, economic, organizational and professional motives for school leader professional development in Sweden and in the OECD countries. We will examine and analyse OECD documents describing and discussing school leader professional development strategies in different countries in the 21st century. We will elaborate further on the Swedish case and analyse national policy for school leaders and school leader professional development. We will examine the Swedish national school leadership training program (NSLP) which is mandatory for all principals in Swedish preschools and schools, and we will examine how school leader unions and associations respond to recent strategies for school leader professionalization in Sweden. We have collected, examined and analysed data and documents from different sources. First, we have analysed OECD documents 2000-2022 focusing on the work of school leaders, professional development and national policy. Second, we have studied policy documents, laws, regulations and commissions relevant the school leader profession in Sweden 2000-2022. Third, we have followed the National Agency of Education and their governance of the NSLP from 2009-2022 (Goal documents, yearbooks, annual reports, conference invitations, evaluations and other documents). Fourth, we also follow the institutionalization of the NSLP at different universities selected as providers of the NSLP. We base our research on data and documents from all selected universities with regard to their program design, annual reports, study guides and course material for the period 2009-2022. All data and documentation are analysed with an analytical framework drawn from recent work on the changing landscapes of professionalization within the sociology of professions and the emergence of organizational professions (Evetts, 2011).


Conclusions, Expected Outcomes or Findings
This study departs from recent development in the sociology of professions and studies in organizational professionalization and professions (Evetts, 2011; Ringarp and Rönnström, 2021). In the paper, we critically examine political, economic, organizational and professional motives for school leader professional development in Sweden and in the OECD countries. We will examine and analyse OECD documents describing and discussing school leader professional development strategies in different countries in the 21st century. We will elaborate further on the Swedish case and analyse national policy for school leaders and school leader professional development. We will examine the Swedish national school leadership training program (NSLP) which is mandatory for all principals in Swedish preschools and schools, and we will examine how school leader unions and associations respond to recent strategies for school leader professionalization in Sweden. We have collected, examined and analysed data and documents from different sources. First, we have analysed OECD documents 2000-2022 focusing on the work of school leaders, professional development and national policy. Second, we have studied policy documents, laws, regulations and commissions relevant the school leader profession in Sweden 2000-2022. Third, we have followed the National Agency of Education and their governance of the NSLP from 2009-2022 (Goal documents, yearbooks, annual reports, conference invitations, evaluations and other documents). Fourth, we also follow the institutionalization of the NSLP at different universities selected as providers of the NSLP. We base our research on data and documents from all selected universities with regard to their program design, annual reports, study guides and course material for the period 2009-2022. All data and documentation are analysed with an analytical framework drawn from recent work on the changing landscapes of professionalization within the sociology of professions and the emergence of organizational professions (Evetts, 2011).


References
Bøje, J. D. and Frederiksen, L. F. (2019). Leaders of the professional and professional leaders. School leaders making sense of themselves and their jobs. In: International Journal of Leadership in Education.
Chirichello, M. (2010). The principal as educational leader: What makes the difference? In Huber, S. G. (Ed.), School leadership- International perspectives. London: Springer.
Drysdale, L. & Gurr, D. (2017). Leadership in Uncertain Times. In: International Studies in Educational Administration, 45(2).
Evetts, J. (2011). A new professionalism? Challenges and opportunities. In: Current Sociology 59(4).
Hallinger, P. (2011). Leadership for learning: Lessons from 40 years of empirical research. In. Journal of Educational Administration, 49(2).
Hood, C. (1995) The “new public management” in the 1980s: Variations on a theme. In: Accounting, Organizations and Society, 20(2-3).
Huber, S. (2010). Preparing School Leaders – International Approaches in Leadership Development. In: Huber, S. (Ed.), School leadership- International perspectives. London: Springer.
Leithwood, (2021). A Review of Evidence about Equitable School Leadership. In: Educ. Sci. 11(377).
Leithwood, K., Seashore Louis, K., Andersson, S. & Wahlstrom, K. (2004). How leadership influences student learning. New York, NY: The Wallace Foundation.
Parshiardis, P. and Bruckmann, S. (2019). New Public Management in Education: A coll for the Eduprenieurial Leder? In: Ledership and Policy in Schools, 18(3).
Ringarp, J. and Rönnström, N. (2021). Är rektorsyrkets en yrkesprofession eller en organisationsprofession, och vad gör det för skillnad? In: Ahlström, B., Berg, G., Lindqvist Håkansson, M. and Sundh, F. (eds.), Att jobba som rektor. Om rektorer som professionella yrkesutövare (pp. 79-90). Lund: Studentlitteratur.
Robinson, V., Hohepa, M. and Lloyd, C. (2009). School Leadership and Student Outcomes: Identifying What Works and Why Best Evidence Synthesis Iteration [BES], New Zealand Ministry of Education.
Rönnström, N. (2021) Leadership Capacity for Change and Improvement. In: Peters, M. (Ed.) The Encyclopedia of Teacher Education. Springer Verlag.
Zachrisson, E., Johansson, O. (2010). Educational Leadership for Democracy and Social Justice. In: Huber, S. (eds) School Leadership - International Perspectives. Studies in Educational Leadership. Dordrecht: Springer


26. Educational Leadership
Paper

School Leadership Development for Improvement in and for Diverse Societies

Jan Heystek

North-West University, South Africa

Presenting Author: Heystek, Jan

It is acknowledged that school leaders, in this case principals, deputy principals and head of departments have an influence on quality education. The challenge is to determine the development opportunities for school leaders for the complex and diverse contexts in which these leaders must function (Daniëls, Hondeghem and Dochy 2019). School leader’s professional development is an international phenomenon as indicated by Brauckmann, Pashiardis and Ärlestig (2023). Braukmann et al, supported Hallinger (2018) who emphasised that the context for leadership, which will provide the lens for the paper – must be considered for professional development for principals.

Leadership development as international phenomenon is situated in context of the diversity of schools; from urban inner-city schools to suburban school in diverse socio economic as well as mono and multi-cultural communities to rural schools. The cultural, language and socioeconomic diversity in South Africa is similar to what is experienced in Europe (Derring, Brundrett, Slavikova, Karabec, Murden and Nicolaidou 2005; Madalinska-Michalak, 2022) with challenges with regards to immigration and a movement towards a more (political?) preferred homogeneous (or less diverse) society which needs to be managed in society, which includes schools (Bush and Jackson 2002). The diversity context resonates strongly with social identity (in and out groups, us and them) which will also be part of the presentation (Heystek and Lumby 2011; Lumby and English 2009). The perspective from South Africa may contribute to the understanding of leadership development as indicated by Thody, Papanaoum, Johansson and Pashiardis (2007) and Karstanje and Webber (2008). Leadership development are therefore challenged to be at least aware of different forms of diversity and to take it into consideration.

Although there are no official requirements for any management or leadership development or qualification before promotion to any of the above-mentioned leadership positions in South African schools, there are different formats of professional development available for example university qualifications, development provided by unions, NGOs, departments of education as well in-school development opportunity (Bryan 2011; Kirori and Dickinson 2020). This paper based on a specific university-based qualification with the goal of the programme must be that the program must lead to improvement of quality of education at schools. The research question addressed in the paper is therefore: Are there any indications that students are able to improve their schools from what they learned in the two-year academic program in their divers’ contexts?

This is a key issue for any development programme since development cannot be a goal on its own; it must be contextual, and it can be expected that there must be some change and improvement from the development opportunity. School leaders, and specifically school principals, are expected to provide leadership for quality education and school performance (Day, Fleenor, Atwater, Sturm, and McKee 2014) which must be linked to professional development of school leaders (Brauckmann, Pashiardis and Ärlestig 2023).

Except for the format of the program (university qualification in this case) other contextual factors has been explored in the research which may have an influence on the expected positive outcome of development (change and improvement): the funding of the programme (self or outside - sponsor), the selection for participation in the programme which may have an influence on the determination and motivation of participants in a programme, as well the question “what is in it for me?”. These factors may have different implications in different divers’ societies on the potential to change and improve schools. In the South African context, it becomes crucial questions (Moorosi and Grant 2018; Naicker and Mestry 2016).


Methodology, Methods, Research Instruments or Sources Used
The paper is based on a qualitative project conducted in one of the nine provinces in South Africa. The participants are students enrolled for a university-based Advanced Diploma in education management, which is equal to an undergraduate level qualification. The students were selected by the provincial district officials and the program cost, from the program fee to the accommodation and travel, and provision of a laptop were sponsored by a mining company as part of their community engagement.
Programme has been conducted by the University at a venue about 400 km from the main campus of the University in a province which is the least densely populated in South Africa. Schools are located large distances from each other (up to 200 km from some schools). It is therefore a convenient sampling with a captured audience with all the advantages and disadvantages linked to a captured audience. The necessary ethical clearance was completed at the University since the participants were official students in a university programme followed by their permission from to department as well as the funder who collaborated positively. As the researcher I was not part of the teaching staff members. I only researched the student’s (participants) experience of the programme with teaching staff’s consent and support.
They were 61 students from 27 schools in this first cohort in 2021 and they completed the two-year diploma at the end of 2022 when I conducted the interviews. Six schools were selected based on convenience since the schools are all more or less 30 km from the basis where the researcher operated from as well as the time constraints when the participants were available. The six schools were purposefully selected since in some schools there were only one participant (student) while at other schools there were two or even three students at a school. This purposeful selection was done to get the experience of participants on their collaboration and participation in the programme and to determine if that had some influence on their learning and the expected change at the school. Ten participants were individually interviewed for an hour after which the interviews were transcribed, member checked and analysed. During the visits to schools, I was invited to walk through the school with the participants where they indicated some aspects the school what they did and indicate the potential problems with regard to facilities and learner conduct and classroom situations.

Conclusions, Expected Outcomes or Findings
The participants indicated that they learnt a lot from the programme. This programme was the first exposure for these participants in management or leadership development since they were all promoted to these promotional posts from being a level I teacher without any management development since is not a requirement to be promoted. They indicated specific aspects for example financial management, policy development and implementation or legal aspects about school management and leadership. Since this is the first cohort and the first assessment of the potential influence of this program, it is a limited and first attempt to determine if this program have an influence on these schools. This project continues with the next cohort which is already know in their second year while the third cohort stared their program at the beginning of 2023. It was evident from the participants answers that they worked hard to identify the specific issue which they wanted to improve and according to their own reflections, which is acknowledged that it may be more positive not to present themselves in a negative light (Brown and Militello 2016). They all attempted at different levels to succeeded and make some small changes at the school. The issues which they focused on was diverse, from specific subject areas for example mathematics or history where they were teaching and they attempted to improve the marks with different activities, to developing and improving the library (which is at most schools non-existent) and creating reading groups to motivate learners to read outside their own textbooks and examination focus.
References
Brauckmann S, Pashiardis Petros and Ärlestig H 2023. Bringing context and educational leadership together: fostering the professional development of school principals, Professional Development in Education, 49:1, 4-15, DOI:
10.1080/19415257.2020.1747105.
Bryan C. 2011. Professional development during a period of change: a small‐scale case study exploring the effect of context on practice in a South African rural school. Professional Development in Education, 37(1), 131–141.
Brown C and Militello M. 2016. Principal’s perceptions of effective professional development in schools. Journal of Educational Administration, 54(6), 703-726.
Bush T and Jackson D. 2002. A Preparation for School Leadership International Perspectives. Educational Management & Administration, 30(4) 417–429.
Daniëls E, Hondeghem A, Dochy F. 2019. A review on leadership and leadership development in educational settings. Educational Research Review, 27, 110–125
Day D V. Fleenor J W, Atwater L E, Sturm R E and McKee R A. 2014. Advances in leader and leadership development: A review of 25 years of research and theory. The leadership quarterly, 25, 63-82. http://dx.doi.org/10.1016/j.leaqua.2013.11.004
Derring A, Brundrett M, Slavikova L, Karabec S, Murden B and Nicolaidou M. 2005. Educational leadership development in Finland, the Netherlands and France: an initial comparative report. Management in education, 19(5), 34-37.
Hallinger P. 2018. Bringing context out of the shadows of leadership. Educational Management Administration & Leadership, 46(1) 5–24.
Heystek Jan and Lumby J. 2011. Identity and diversity: A case study of leaders in a South African primary school, Education as Change, 15:2, 331-343
Karstanje P and Webber C F 2008. Programs for school principal preparation in East Europe. Journal of Educational Administration, 46(6) 739-751.
Kirori M and Dickinson D. 2020. Not a panacea, but vital for improvement? Leadership development programmes in South African schools. South African Journal of Education, 40(1)
Lumby J& and English F. 2009. From simplicism to complexity in leadership identity and preparation: exploring the lineage and dark secrets, International Journal of Leadership in Education, 12:2, 95-114
Madalinska-Michalak, J. (2022). School Policy and Reforms in Poland in the light of decentralization – between democratisation and centralization. Paper presented at the ECER 2022, Yerevan, August 2022.
Naicker S and Mestry R. 2016. Leadership development: A lever for system-wide educational change. South African Journal of Education, 36(4),
Thody A, Papanaoum Z, Johansson O and Pashiardis P. 2007. School principal preparation in Europe. International Journal of Educational Management, 21(1) 37-53.


26. Educational Leadership
Paper

Professional Development and Organizational Learning in Schools – Unique Perspectives of Middle-level Leadership

László Horváth1, Sándor Lénárd1, Márta Héreginé Nagy1,2, Nóra Rapos1

1Institute of Education, ELTE Eötvös Loránd University, Budapest, Hungary; 2Doctoral School of Education, ELTE Eötvös Loránd University, Budapest, Hungary

Presenting Author: Horváth, László

School leadership and management are key to teachers' professional learning, especially if the leader incorporates teachers' individual characteristics into organizational development activities, thus making teachers open and engaged in professional learning activities (Robinson, Lloyd & Rowe, 2008; Sagnak et al, 2015), while low engagement and motivation can be observed when individual characteristics are not taken into account (Ryan & Deci, 2000). Furthermore, leaders can support teachers' professional learning by providing an appropriate learning environment, both structurally (e.g. time) and through the shaping of the organisational culture (e.g. The complexity of the leadership role and the differentiation of its perception through leadership theory research has been explored in detail in the theoretical research of Krüger and Scheerens (2012). In our analysis, we have mainly drawn on two models, instructional leadership and transformational leadership approaches. The former captures the image of a distinctive professional leader who is knowledgeable in his or her field (Robinson, Lloyd and Rowe, 2008), while the latter sees the leader's task as initiating changes that move the organisational culture towards the values of collegiality, planning and development along common goals (Marzano et al., 2004; Krüger and Scheerens, 2012).

By creating formal learning situations, building trust within the organisation and creating opportunities for peer learning school leaders can have a strong influence on what and how teachers learn in schools (Leithwood et al, 2010, Haiyan et al. 2016). Middle managers can play a key role in supporting teachers' continuous professional development. The creation and generation of knowledge are based on the interaction of organisational members, which requires a high level of commitment. The key to this can be a middle-up-down approach (Nonaka & Toyama, 2005), where middle leadership translate the organisational vision into concrete concepts and create the conditions for knowledge creation. Middle leadership may be able to serve as experts and help teachers to link new theoretical knowledge with local practices. Furthermore, they can lead teachers' research-oriented professional learning (Soekijad et al. 2011, Stoll et al. 2015), and they can cross knowledge boundaries horizontally and vertically (e.g. between managerial and professional knowledge, partnerships with networks outside the institution) and provide innovative learning environments for their colleagues (Hargreaves and Fullan 2012).

It is evident that the middle leadership has a unique position in the school organization. Our research focuses on exploring this unique perspective in terms of individual professional development and organizational learning aspects. To realize the goals of the research we have conducted an online survey on a representative stratified random sample of Hungarian teachers. The details of our research methodology and preliminary results will be detailed in the next parts of the abstract.

Project no. 128738 has been implemented with the support provided from the National Research, Development and Innovation Fund of Hungary, financed under the OTKA-K_18 funding scheme.


Methodology, Methods, Research Instruments or Sources Used
The study is following a quantitative research strategy, using a large-scale database for analysis. The sampling was based on the stratified random sample of primary and secondary educational institutions based on their profile (primary school, general secondary school, vocational secondary school) and regional dispersion. The sample was weighted based on distributions regarding the maintainer of the school and their size and can be considered as a representative sample in relation to these variables. The sample consists of 5063 teachers (from 656 schools, at least 20% or 5 teachers from each school). Considering the focus of our analysis, the sample can be further broken down into employees (N=3186; out of which 78,5% are female; the average age is 49,1), middle-leadership (N=983; out of which 84% are female; the average age is 52) and (vice-)principals (N=894; out of which 72,7% are female; the average age is 53,72).
During the research, participants completed an online survey which contained the following variables that are relevant from the point of view of our study: organizational (school type, maintainer, size) and individual (gender, age) contingency factors, frequency of individual professional development activities, characteristics of learning organizational behaviour. The factor structure for individual professional development activities was confirmed in previous research (Rapos et al, 2022) with the following factors: knowledge sharing in interaction (e.g. “I have shared my experiences with my colleagues.”), individual reflection (e.g. ”I have thought about my experiences after class.”), learning from others without interaction (e.g. “I have read pedagogical academic literature.”), learning by experimentation and creation (e.g. “I have experienced with new teaching methods.”), asking for professional support (e.g. “I have received personal mentoring.”). For the characteristics of learning organizational behaviour, we used the Hungarian version (Horváth, 2022) of the Dimensions of the Learning Organisation Questionnaire developed by Marsick and Watkins (2003) focusing on continuous learning, inquiry and dialogue, collaboration and team learning, systems to capture learning, empowerment, connecting the organization to the external environment, providing strategic leadership for learning.
The main aim of our research is to explore different patterns of individual and organizational learning as it is perceived by employees, middle leadership and principals, focusing on the unique perspective of middle leadership. In our research, we take into consideration the different individual and organizational contingency variables as well.

Conclusions, Expected Outcomes or Findings
Our results indicate a unique role identification of middle leadership in schools. The results confirm that while on the factors of individual professional development middle leadership is more akin to principals and is showing different patterns than employees, regarding organizational learning aspects, the perspective of middle leadership is the same as employees differing from that of principals. Differences regarding individual and organizational learning factors can be related to different leadership roles, rather than contingency variables. Involving other contingency variables showed a more homogenous picture. According to our results, we can emphasize the specific situation of middle leadership which needs the attention of professional development providers, organizational developers, and school leadership as well. Taking into consideration the specific Hungarian context, we can identify the lack of organizational perspective (in terms of autonomy, and function of middle leadership) and the possibilities of using distributed leadership practices to encourage the value-added of middle leadership.
References
Haiyan, Q., Walker, A., & Xiaowei, Y. (2017). Building and leading a learning culture among teachers: A case study of a Shanghai primary school. Educational Management Administration & Leadership, 45(1), 101–122. https://doi.org/10.1177/1741143215623785
Hargreaves, A., & Fullan, M. (2012). Professional capital: Transforming teaching in every school. Teachers College Press.
Horváth, L. (2022). A tanulószervezet kontextus-adaptált modellje a magyar köznevelésben a pedagógusok munkahelyi elégedettségének függvényében. [Context-adapted model of the learning organization in Hungarian public education in relation to teachers’ job satisfaction]. Iskolakultúra, 32(4), 48–69. https://doi.org/10.14232/ISKKULT.2022.4.48
Krüger, M. & Scheerens, J. (2012). Conceptual Perspectives on School Leadership. In: J. Scheerens (Ed), School Leadership Effects Revisited. Review and Meta-Analysis of Empirical Studies. Springer.
Leithwood K., Patten S., & Jantzi D. (2010). Testing a conception of how school leadership influences student learning. Educational Administration Quarterly 46(5), 671–706.
Marsick, V. J., & Watkins, K. E. (2003). Demonstrating the Value of an Organization’s Learning Culture: The Dimensions of the Learning Organization Questionnaire. Advances in Developing Human Resources, 5(2), 132–151. DOI: 10.1177/1523422303005002002
Marzano, R. J., Waters, T., & McNulty, B. (2005). School Leadership that Works: From Research to Results. Aurora, CO: ASCD and McREL.
Nonaka, I, & Toyama, R. (2005). The theory of the knowledge-creating firm: subjectivity, objectivity and synthesis. Industrial and Corporate Change, 14(3), 419-436. https://doi.org/10.1093/icc/dth058
Rapos, N., Tókos, K., Nagy, K., Eszes, F., & Horváth, L. (2022). A pedagógusok folyamatos szakmai fejlődésének és tanulásának komplexitása. [The complexity of teachers’ continuous professional development and learning]. Neveléstudomány [Educational Science], 2022(1), 7-36. DOI: 10.21549/NTNY.36.2022.1.1
Robinson V. M. J., Lloyd C. A. & Rowe, K. J. (2008). The Impact of Leadership on Student Outcomes: An Analysis of the Differential Effects of Leadership Types. Educational Administration Quarterly, 44(5), 635–674.
Ryan, R. M., & Deci, E. L. (2000). Intrinsic and extrinsic motivations: Classic definitions and new directions. Contemporary educational psychology, 25(1), 54–67.
Sagnak, M., Kuruoz, M., Polat, B, & Soylu, A. (2015). Transformational leadership and innovative climate: An examination of the mediating effect of psychological empowerment. Eurasian Journal of Educational Research, 60, 149–162.
Soekijad, M., van den Hooff, B., Agterberg, M., & Huysman, M. (2011). Leading to Learn in Networks of Practice: Two Leadership Strategies. Organization Studies, 32(8), 1005–1027. https://doi.org/10.1177/0170840611410834
Stoll, L. (2015). Using evidence, learning and the role of professional learning communities, in C. Brown (ed.), Leading the use of research & evidence in schools. IOE Press.
 
Date: Thursday, 24/Aug/2023
9:00am - 10:30am26 SES 09 B: Controversial Issues and Dilemmas in Educational Leadership (Part 2)
Location: Joseph Black Building, C407 [Floor 4]
Session Chair: Carl Bagley
Paper Session continued from 26 SES 02 A
 
26. Educational Leadership
Paper

Controversial Issues for Principals in Sweden - an Exploratory Approach

Magnus Larsson, Pär Poromaa Isling, Anna Rantala, Ulf Leo, Björn Ahlström

Center for Principal Development, Umeå University, Sweden

Presenting Author: Larsson, Magnus

Controversial issues (CI) are a part of everyday life in schools’, inside and outside the classroom. How principals understand and manage these issues are therefore an interesting topic of inquiry. In this paper we set out to examine, from the theoretical standpoint of agency, principals understanding of what a CI is and how they can and cannot be managed. CIs has been a recurring topic in the educational literature for the last four decades (Hand & Levinson 2012; Anders & Shudak 2016) and in a globalised world characterized by polarisation and mediatisation the need for schools to handle CI has potentially become increasingly salient (Larsson & Lindström 2020). However, what is perceived as a controversial issue differs between contexts and can change rapidly.

The primary focus in the literature concerning CIs is teachers and teaching situations. This paper takes another point of departure focusing on principals and how they understand and manage CIs. Even though CIs are present outside formal teaching situations at the school, research on principals’ understandings and management of CIs are scarce and seldomly explicitly addressed. In addition, international educational policy discussions have underscored the importance that principals (not just teachers) manage and develop strategies in relation to CIs (Council of Europe, 2017). The aim of this paper is to explore how principals understand and manage CIs, more specifically the following research questions are applied:

  1. What do school leaders understand as controversial issues in the Swedish education system?
  2. How and why do school leaders manage controversial issues in the Swedish education system?

To categorize and analyse what principals understand as CIs (RQ1) the literature on what constitutes a CI is invoked. There is an ongoing debate on what criteria should be applied to deem something a CI (cf. Anders and Shudak, 2012). This debate differentiates between behavioural, political, epistemic, social, and theoretical criteria for defining an issue as controversial. However, this debate is primarily grounded in the question what teachers should (and should not) teach as a controversial issue which means that several of the criteria are unapplicable in principals professional practice. Based on the literature and the specific professional practice of principals’ we apply the following definition: a controversial issue is any issue that creates opposition or disputes at an organisational or societal level in schools and pre-schools.

In order to analyse how principals manage CIs (RQ2) we build on Emirbayer and Miche’s (1998) conceptualisation of agency as well as Eteläpelto et al (2013) conceptualisation of professional agency. Emirbayer and Miche’s (1998, p. 953) argue that agency should be seen as ‘temporally embedded process of social engagement’ informed by and directed towards the past, future, and present. This is complemented by Eteläpelto et al’s (2013) understanding of professional agency, which is dependent on professional knowledge and competencies as well as specific conditions of the workplace. Taken together, we understand professional agency as a dynamic concept rooted in temporal dimensions that emerges in relation to socio-cultural conditions of the workplace and professional identity, knowledge, and experience.


Methodology, Methods, Research Instruments or Sources Used
The empirical part of the study is made up of 29 interviews with principals in Sweden. In the selection process we elected a heterogenous sample aiming for maximal variation among the principals (Ritchie & Lewis, 2013). This process started with identifying central categories of principals to make sure that the sample would include principals in different contexts and with different prerequisites. This, in turn, allows our mapping of principals’ understanding of controversial issues to include several different points of view. The categories used in the selection process was: including both men and women (gender); principals working in schools from different education stages (education stage): whether the school was placed in a central or rural setting (city-countryside) and whether the principal was experienced or novel (professional experience).
Since the research on principals understanding of CIs is limited, we elected an exploratory approach to make sure that we did not steer the principals’ understandings of what a CI is for a principal. However, to provide some sort of guidance we presented the respondents with the following generic definition of a CI in the beginning of all interviews: by controversial issues we mean issues that arouse strong feelings and/or divide opinion in schools, communities, and society. After the respondents was asked to give a brief professional background, the respondents were invited to bring up the most pressing controversial issue in their role as a principal. To each controversial issue a set of follow up questions were asked including: “why is this a controversial issue; who are involved; who are affected; how do you manage this issue?”. After the respondent had brought up their most pressing CIs questions intended to help to broaden the respondents’ perspective was applied. These questions entailed aspects such as: previously encountered controversial issues; controversial issues regarding teaching situations, norms and values, or connected to the larger society or the immediate community.
To answer the first research question the answers from the respondents were categorised thematically. First, any issues brought up by the respondents that fell outside our broad definition of CI were sifted out. After that the controversial issues were thematically organised into specific topics (religion, sustainability, racism, LGBTQI etc) and types of controversial issue (social, political, behavioural etc.). To answer the second research question the respondents answers to how they handle and manage controversial issues were analysed through the concept of professional agency as depicted above.

Conclusions, Expected Outcomes or Findings
Preliminary results concerning the first research question show that themes concerning segregation, racism, LGBTQI and religion are recurring examples the principals give of CIs. Apparent difference can be found between the different categories of principals. For example, pre-school principals deal with CIs concerning the relation with parents claims to a larger extent than other principals. In addition, several issues brought up by the principals are not deemed controversial given the definition applied in this paper. The most salient of these issues are interpersonal issues between principals and teachers or other school staff. When these issues are not clearly connected to an organizational and/or a societal level they were not deemed a controversial issue.
Preliminary results concerning the second research questions show that how principals relate to and understand social-temporal aspects of their professional work influences how they perceive the CI at hand and have consequences for how they manage the CI. For example, how the principal understands racial tensions at his or her school influences whether s/he manages the issue proactively or simply deals with the issue as it flares up. Even though this paper is a first step in mapping and understanding CIs for principals more research is needed to provide a better understanding of how principals understand and manages controversial issues.

References
Anders, P. & Shudak. (2016) Criteria for Controversy: A Theoretic Approach. Thresholds in Education, 39(1), 20–30.
Council of Europe (2017) Managing controversy – Developing a strategy for handling controversy and teaching controversial issues in schools. A self-reflection toll for school leaders and senior managers.
Emirbayer, M. & Mische, A. (1998) What is agency? American journal of Sociology, 103, 962-1023.
Eteläpelto, A., Vähäsantanen, K., Hökkä, P. and Susanna Paloniemi, S. (2013) What is agency? Conceptualizing professional agency at work, Educational Research Review, 10, 45-65.
Hand, M. & Levinson, R. (2012) Discussing controversial issues in the classroom. Educational Philosophy and Theory, 44(6), 614-629.
Larsson, A. & Lindström, N. (2020) Controversial societal issues in education: Explorations of moral, critical and didactical implications. Acta Didactica Norden, 14(4), 1-6.
Ritchie, J., Lewis, J., McNaughton Nicholls, C. and Ormston, R. (2013) Qualitative Research Practice: A Guide for Social Science Students and Researchers. SAGE.


26. Educational Leadership
Paper

The Case of La Verneda-Sant Martí School: Leading Change Through Dialogue

Gisela Redondo-Sama1, Shiza Khaqan1, Teresa Morlà2

1University Rovira i Virgili; 2University of Barcelona

Presenting Author: Redondo-Sama, Gisela; Khaqan, Shiza

Relevance and research question

La Verneda-Sant Martí school is an adult school located in a deprived area in Barcelona, and the first experience of adult education in Spain published in the Harvard Educational Review (Sánchez Aroca, 1999). Renowned scholars such as Catherine Compton-Lilly (University of Wisconsin), John Comings (Center for International Education, University of Massachusetts at Amherst), or Courtney Cazen (Harvard University) have expressed the impact of visiting the school, highlighting how it contributes to transforming people´s lives through education (Escola d’Adults de la Verneda, 2023). Since its foundation in 1978, the school has increased the participation of the educational community, multiplying the learning processes of vulnerable groups in challenging situations.

Although the analysis of the actions contributing to school improvement in La Verneda-Sant Martí has been widely developed, the investigations about what facilitates the creation of community leaders in the school are limited. In this vein, the following research question underlines this contribution:

- To what extent the forms of leadership development in the school are aligned with the dialogic leadership?

Thus, this paper aims to study how this school members create and develop leadership practices resonating with the conceptualization of dialogic leadership. To this aim, one of the pillars at the core of the study is to analyse how the participation of the whole community is generating leadership beyond the school walls. Concerning the ECER2023 theme “The Value of Diversity in Education and Educational Research”, this paper includes the diversity of agents exercising leadership in La Verneda-Sant Martí school, to provide evidence regarding the full potential of diverse students and members of the community to transform education through educational leadership.

Conceptual/Theoretical framework

The role of dialogue is at the core of theoretical and empirical works on educational leadership (Shields, 2019) and different leadership conceptualizations highlight the dialogical dimension of learning to build and consolidate effective leadership practices (Bennet, Wise, Woods & Harvey, 2003; Pont et al, 2008; Hallinger, 2009). These contributions resonate with dialogic dynamics of change in societies (Flecha, Gómez & Puigvert, 2003) that serve to understand the school systems as a vivid agent, with openness towards families and educational agents, including what occurs within the school community in a broad sense (students, families, teachers, volunteers…). In line with this approach, dialogic leadership is conceptualized as the process by which leadership practices of all the members of the educational community are created, developed, and consolidated (Padrós & Flecha, 2014). Under this conceptualization of dialogic leadership, the community can exercise their leadership capacity by sharing knowledge and building capacity together. This facilitates the creation of an environment in which the skills and expertise of grassroots actors can also capitalize in advancing towards ‘accepting responsibility for enabling others to achieve shared purpose under conditions of uncertainty’ (Ganz, 2009). Research on dialogic leadership has demonstrated that leaders in different positions can contribute to improving democracy in organizations and at diverse educational levels (Campos, Aubert, Guo & Joanpere, 2020; Redondo-Sama, 2020). Furthermore, there is evidence of the relevance of empowering the diversity of communities existing in schools to create, develop and sustain leadership practices within and beyond the school. The literature shows that it is necessary to advance knowledge about the synergies between all educational agents to identify dialogic leadership practices that improve education.


Methodology, Methods, Research Instruments or Sources Used
Methodology
This work is based on a case study conducted under the Communicative Methodology (Gómez, 2011; Flecha & Soler, 2014) and inspired by the “Art of Case Study Research” defined by Robert E. Stake (1995). The Communicative Methodology has been highlighted by the European Commission as the most useful to identify actions that contribute to overcoming situations of inequality (Ministerio de Ciencia e Innovación, 2010). It implies an egalitarian dialogue between researchers and end-users along the different phases of the research. In particular, this work uses the communicative approach to study how the educational agents in La Verneda-Sant Martí are leading change and enhance the participation of the community through dialogic leadership, enabling the improvement of learning processes.

The relevance of the communicative methodology in educational leadership research, as in other research areas as cultural studies or sociology, has two main methodological advantages. On the one hand, it focuses on two main analytical dimensions, the exclusionary and the transformative ones. The former seeks to identify and describe the obstacles and barriers in the particular situation that is being studied, in this case the barriers to develop and exercise dialogic leadership practices. The later focuses on the possibilities that are enabling improvements in the situation studied, in this case the actions and initiatives that are facilitating and encouraging dialogic leadership practices. The transformative dimension is crucial to allow us to go beyond the description of the situation and identify instead actions that contribute to address the problem that is being analysed. On the other hand, the communicative methodology implies a permanent dialogue between the researchers and the educational agents involved in the process. This dialogue strengthens the link between research and citizens’ needs, thus contributing to generate societal impact.

Research instruments
Data collection consists of communicative interviews and observations, including recording of interviews with teachers and other members of La Verneda-Sant Martí school developing dialogic leadership practices. The analysis includes communicative analysis and data coding according to transformative and exclusionary dimensions as explained before.

Conclusions, Expected Outcomes or Findings
Dialogic leadership practices identified in the adult school La Verneda-Sant Martí have achieved impact within and beyond school walls. Since it raised motivation for change, it enables a better understanding of the school system and how education can contribute to generating forms of leadership for social justice. The results also indicate that the participation of the community members linked to dialogic leadership is opening spaces for interaction and transformation, seeking responses to achieve school improvement in adult education, and expanding dialogic leadership practices in the neighbourhood.

The educational community approaches their leading roles from a dialogic standpoint, gathering with other educational members (teachers, students…) to become informed leaders. Therefore, their decisions are based on the needs of the community, but also on the informed scientific knowledge gathered from shared meetings with other agents. By including educational decisions on the basis of successful actions proved from the international research to improve education, educational agents improve the students’ academic results and gain support and motivation of other community members. This powerful dynamic influences participants in the school and the community as everyone becomes much more aware of the school needs and possibilities. Besides, relationships are transformed between the community members.

This work provides insights on how to improve adult education in deprived areas by developing dialogic leadership that promotes community participation. This process of change allows the overcoming of stereotypes, facilitates the social inclusion of diverse populations in schools, and brings the opportunity to facilitate the creation of leaders for social justice. This paper provides details on the processes that enable educational agents to lead, share, and enhance spaces of reflection, solidarity, and dialogue to strengthen the positive influence of the school for the improvement and social transformation.

References
Bennett, N., Wise, C., Woods, P., & Harvey, J. (2003). Distributed Leadership: A Review of Literature. National College for School Leadership.

Campos, J.A., Aubert, A., Guo, M. & Joanpere, M. (2020). Improved Leadership Skills and Aptitudes in an Excellence EMBA Programme: Creating Synergies with Dialogic Leadership to Achieve Social Impact. Frontiers in Psychology.

Escola d’Adults de la Verneda. (2023). Social Impact. Available at: http://www.edaverneda.org/edaverneda8/en/node/17

Flecha, R., & Soler, M. (2014). Communicative methodology: Successful actions and dialogic democracy. Current Sociology, 62(2), 232-242.

Flecha, R., Gómez, J., & Puigvert, L. (2003). Contemporary sociological theory. New York: Peter Lang.

Ganz, M. (2009). What is public narrative: Self, us & now. (Public Narrative Worksheet). Working Paper

Gómez, A. (Guest Editor). (2011). Special Issue: Critical Communicative Methodology. Qualitative Inquiry, 17 (3), 235-312. doi: 10.1177/1077800410397802

Hallinger, P. (2009). Leadership for 21st Century Schools: From Instructional Leadership to Leadership for Learning. Hong Kong: The Hong Kong Institute of Education.

Ministerio de Ciencia e Innovación. (2010). Conclusiones “Science against Poverty” conference. La Granja, 8-9 April 2010.

Padrós, M. & Flecha, R. (2014). Towards a conceptualization of dialogic leadership. International Journal of Educational Leadership and Management. 2, 207–226.

Pont et al. (2008). Improving School Leadership. Brussels: OECD.

Redondo-Sama, G. (2020). Supporting Democracy Through Leadership in Organizations. Qualitative Inquiry, 26(8-9):1033-1040.

Sanchez Aroca, M. (1999). La Verneda-Sant Martí: a school where dare do dream. Harvard Educational Review, 69(3), 320-335.

Shields, C.M. (2010). Transformative Leadership: Working for Equity in Diverse Contexts. Educational Administration Quarterly, 46(4), 558 – 589. doi: 10.1177/0013161X10375609.

Stake, R. (1995). The Art of Case Study Research. Thousand Oaks: Sage.


26. Educational Leadership
Paper

(Re)Contextualising the Field. A Bourdieuian Analysis of Small Rural School Principal Leadership in a Post-Conflict Society

Carl Bagley, Montserrat Fargas-Malet

Queen's University Belfast, United Kingdom

Presenting Author: Bagley, Carl; Fargas-Malet, Montserrat

In relation to the conference theme, the research featured in the paper is situated within the religiously diverse and educationally divided schooling system in Northern Ireland. As such, it speaks directly to the conference theme and the need to understand the diversity, complexity and impact of context as it relates to small rural primary school leadership.

According to Eurostat (2020), in total, just over a quarter (28%) of the population across 28

European countries live in what can be designated a rural area. These areas, however, vary markedly in socio-economic, geographical and educational terms. For example, while rural areas close to urban centres are likely to be economically dynamic, remote and sparsely populated areas present weaker economic growth and experience population decline and reduction in services, including education. It is precisely these areas that are served by small rural primary schools, largely defined by the number of pupils enrolled, ranging from under 70 to under 140 for primary schools (Fargas-Malet and Bagley, 2022). Throughout Europe, the principals of these small rural schools appear to face similar challenges (Fargas-Malet and Bagley, 2022), most seriously living under constant threat of closure or amalgamation, due to a combination of factors. These include the rationalization of services; a decrease in student numbers; difficulties in attracting and retaining staff and lack of funding (Bagley and Hillyard, 2019; Beach and Vigo Arrazola, 2020). In contrast to this pan-European policy trajectory and its cultural, socio-economic educational impact, previous research findings have championed the cause of small rural schools and their leadership, highlighting the potential they have for adding educational value, and the building of community engagement and social cohesion for sustainable change (Gill, 2017).

In this context, the paper focuses on the complexities associated with contemporary small rural primary school leadership in the post-conflict setting of Northern Ireland. It draws on case study research undertaken in five small rural primary schools and their surrounding diverse and divided communities, with a particular focus on the experiences and perspectives of the five principals of these schools. A recent scoping review of research on small rural schools in Europe (Fargas-Malet and Bagley, 2022), while revealing the similarities in the challenges facing rural school principals, found a significant number of studies remained under theorised (Fargas-Malet and Bagley, 2022). In attempting to fill this gap, the research findings are theoretically and conceptually informed by Bourdieu (1984) and his work on field, habitus and capital as a means of understanding practice. As the neo-liberal economic and political fields contaminate the field of education, a contextual understanding of the complex and shifting social space small rural primary school principals occupy, along with their habitus and the capital they deploy, is of central importance to understanding practice (Addison, 2009; Clarke and Wildy, 2004; Eacott, 2010; Torrance and Angelle, 2019). This understanding is especially relevant to a post-conflict divided society such as Northern Ireland. Thus, while the research context is Northern Ireland, the findings and outcomes from this study are of wider academic relevance and significance for those interested in a deeper theoretical understanding of small rural primary school leadership especially in divided and diverse post-conflict settings, on which research is extremely limited.


Methodology, Methods, Research Instruments or Sources Used
The Small School Rural Community Study, from which the sub-set of data presented in this paper are derived, adopted a mixed method explanatory sequential approach (Aldridge et al. 1999) involving an initial on-line questionnaire survey of all small rural primary school principals in Northern Ireland followed by five case-studies. Principals were emailed an information sheet about the study, a link to the online survey, an anonymous identifier to enter into the survey and asked to tick a consent form. A process of informed consent (Byrne, 2001) was adopted with each individual and group prior to commencement of individual and focus group interviews.

The purpose of the wider study was to explore quantitatively and qualitatively the interrelationship between small rural schools and their communities. The online questionnaire covered a range of closed questions regarding general information, the challenges the school faced, and school-community relations. It also included an open-ended question where principals could leave any further comments they wished to make. The survey was emailed to the principals of 201 small rural schools (based on the definition of NISRA, 2016), and achieved a response rate of 43%. Out of the 91 respondents, fifty principals ticked a box agreeing to be contacted regards the possibility of participating in the case-study aspect of the research.

The data presented in this paper are subsequently derived from a purposive sample range (Robinson, 2014) of five case study schools and interviews with their principals. The schools (two Controlled, two Maintained and one Integrated) and their communities were selected based on the type of school, school size, geographical location and willingness of the principal to participate. The name of the schools and the townlands and villages have been given pseudonyms to maintain anonymity. For data collection, the case-study phase utilised secondary source data such as schools’ prospectuses, semi-structured individual interviews (Denscombe, 2007) and focus group interviews (Gill and Baillie, 2017) with participants including school principals, teachers, parents, pupils and key school-community stakeholders. The interviews were digitally recorded, transcribed and analysed using NVivo software. For data analysis, an inductive approach was adopted producing the generation of initial codes, identification of specific themes, thematic review and report production (Braun and Clarke 2006). In particular, for the purposes of this paper, data were scrutinised for any evidence pertaining to the impact of different ‘fields’ (Bourdieu, 1984) on the professional experiences and practice of the five respondent small rural school principals.

Conclusions, Expected Outcomes or Findings
In presenting our work on small rural schools, we contend that there is ‘a complex socio-cultural politics to school principal leadership that is context specific and multi-layered’ (Eacott, 2010, 226). Thus, while small rural primary school principals in Northern Ireland face many similar pressures and challenges to principals in secondary schools, urban settings and other European countries (Fargas-Malet and Bagley, 2021), school leadership is always context-specific (Clarke and Wildy, 2004) and culturally situated (Torrance and Angelle, 2019) and it must be viewed and understood accordingly. The contemporary organisational space confronting school principals was dominated by a layered interaction of a number of competing fields. We contend, in Bourdieusian terms, that it is the ways in which principals have to deal with these multiple pressures from different fields, that is at the centre of present-day small rural primary school leadership. In relation to the economic field and the concomitant workload pressures, school principals continually needed to balance their time as teaching principals between the responsibilities of teaching and the management and administration of the school. A situation, likened by one school principal, to continually ‘spinning plates’.  In particular, as pupil numbers determined school survival, for these small rural schools, the threat of closure was an ever present and central concern. Moreover, it was found that as a post-conflicts society, the field of politics brought an added dimension in the form of peace and reconciliation to principal leadership in these small rural communities with two schools serving two religiously divided communities. In effect, the boundaries of the educational field have seemingly become increasingly permeated by the field of the economy and politics, informing the habitus and capital of small rural primary school principals and shaping their practice.
References
Addison (2009) A feel for the game – a Bourdieuian analysis of principal leadership: a study of Queensland secondary school principals Journal of Educational Administration and History Vol. 41, No. 4, November 2009, 327–341

Bagley C and Hillyard S (2019) In the field with two rural primary school head teachers in England. Journal of Educational Administration and History 51(3): 273–289.

Beach D and Vigo Arrazola MB (2020) Community and the education market: A cross-national comparative analysis of ethnographies of education inclusion and involvement in rural schools in Spain and Sweden. Journal of Rural Studies 77: 199–207.

Bourdieu, P (1984). Distinction: A Social Critique of the Judgement of Taste. London: Routledge and Kegan Paul

Braun, V., and V. Clarke. (2006). “Using Thematic Analysis in Psychology.” Qualitative Research in Psychology 3 (2): 77–101.

Byrne M. The concept of informed consent in qualitative research. AORN Journal.  
74(3):401-3

Clarke, S and Wildy, H (2004) Context counts.Viewing small school leadership from the inside out Journal of Educational Administration Vol. 42 No. 5, pp. 555-572

Denscombe, M (2007) The Good Research Guide (3rd Edition), Milton Keynes: OUP

Eacott, S. 2010. “Studying School Leadership Practice: A Methodological Discussion.” Issues in
Educational Research 20 (3): 220–233.

Fargas-Malet M and Bagley, C (2022) Is small beautiful? A scoping review of 21st-century research on small rural schools in Europe. European Educational Research Journal, Vol. 21(5) 822–844

Gill PE (2017) A case study of how an Irish island school contributes to community sustainability, viability and vitality. Australian and International Journal of Rural Education 27(2): 31–45.

Gill, P and Baillie, J. (2018) Interviews and focus groups in qualitative research: an update for the digital age. British Dental Journal 225, 668–672


Robinson, R.S. (2014) Purposive Sampling. In Encyclopedia of Quality of Life and Well-Being Research; Springer: Dordrecht, The Netherlands, pp. 5243–5245

Torrance, D.  and Angelle, P. S. (2019) The influence of global contexts in the enactment of social justice. In: Angelle, P.S. and Torrance, D. (eds.) Cultures of Social Justice Leadership: An Intercultural Context of Schools. Series: Intercultural studies in education. Palgrave Macmillan: Cham, Switzerland, pp. 1-19
 
1:30pm - 3:00pm26 SES 11 B: Policy Context and Governance in Educational Leadership
Location: Joseph Black Building, C407 [Floor 4]
Session Chair: Olof CA Johansson
Paper Session
 
26. Educational Leadership
Paper

The Voice of Students in School Governance: A case study of a Professional Learning Community

Lucia Fernández Terol1, Marta Olmo-Extremera1, Miguel Ángel Diaz Delgado2

1University of Granada, Spain; 2Researcher in the National Research System of Mexico

Presenting Author: Fernández Terol, Lucia

The work presented here is a proposal that focuses on schools that serve through Professional Learning Communities (PLC) that show trajectories of successful innovation and are recognised as ‘schools that transform’ their reality, culture and practice in order to respond to current challenges and improve their educational results. From this, an interest arises in expanding knowledge about the dynamics that can be carried out in schools to involve students in school governance from a child-friendly perspective. With this emphasis, two questions were formulated:

1. What kind of leadership creates spaces for real student participation in school governance?

2. What strategies can be implemented in the school to give students a voice in decision-making and change?

This study is part of the project ‘Extended professional learning communities and collaborative networks for sustainable development and inclusion: new governance and social capital’ (Ref: B-SEJ-234-UGR20). Funded by the European Regional Development Fund.

Theoretical framework

Student participation is increasingly a global phenomenon as stated in Article 12 of the UN Convention on the Rights of the Child. Locating student voice in schools and classrooms - governed by entrenched traditional student-teacher roles - means that student influence in decision-making remains a problematic issue.

Previous studies have shown that giving students a voice is a way of valuing their interests and motivations, encouraging their active participation in school decision-making, and moving towards educational change and improvement by (Barker, 2018; Hardie, 2015; Lucena et al., 2021; Sargeant & Gillett-Swan, 2019) sharing school responsibilities.

However, it is common to find studies that approach the teaching profession and leadership in education in terms of student learning from a colonising and despotic perspective, i.e. for children, but without them. Several authors have already denounced the fact that the impact on learning and the improvement of education is sought, but the voice of students is not taken into account (Rudduck & McIntyre, 2007; Tonucci, 2015).

When we talk about learner voice, we are referring to any initiative that favours and encourages student participation in schools, as well as school experiences with highly variable pedagogical scope and meaning (John-Akinola et al., 2014; Susinos & Ceballos, 2012).

Faced with this reality and in order to guarantee the exercise of children's rights in schools and to transform the traditional style of governance, a horizontal, distributed and successful leadership is needed (Rincón-Gallardo et al., 2019). A leadership that is capable of responding appropriately to the demands of specific situations and that will depend on the ability to take advantage of the elements that are given to it to build a joint school vision (Bush, 2018).

For this vision to be extended to the whole community, the leader must bring trust and encourage good communication practices among members (Robinson, 2019). The driver for change must be collaboration, mutual support and trust in staff, in what Hargreaves & O'Connor (2020) have called ‘collaborative professionalism (when teaching together means learning from everyone)’.

Schools that take the Professional Learning Communities model, students, school leaders and teachers work together as partners to make change decisions and co-produce the pedagogy and curriculum of the school, as well as the relationship dynamics in the school (Prenger et al., 2021).


Methodology, Methods, Research Instruments or Sources Used
A case study was intentionally selected for its value and relevance to the research, according to the following criteria:
• Convenience: participation in educational innovation projects.

• Contextual: belonging to schools located in vulnerable contexts at risk of educational and social exclusion (cataloguing of the Delegation of Education and the Andalusian Agency for Educational Evaluation).

• Content perspective: immersion in a process of school transformation focused on the involvement of students as protagonists of their learning and change.
This is the Juan Pablo I educational school (Valderrubio, Spain) which provides infant education (3-6 years), primary education (7-11 years) and lower secondary education (12-14 years). The main value of the school model, proposed by the management, is to recover the ideas and thoughts of the pedagogue Paulo Freire by considering education as a practice of freedom. The management wants to encourage the participation of children in the daily life of the school in order to give them the opportunity to become agents of change in the school and its community. Among its recognitions are the national award of RED learning and servicies as a school promoting health and healthy habits in the locality (2019) and the European Health Promotion Award 2020. Since 2014 it has been a centre promoting positive coexistence by the Ministry of Education of the Andalusian Regional Government, promoting a model of coexistence based on emotional intelligence and interpersonal relationships.  
The fieldwork was carried out during two consecutive school years. Three members of the management team and eight teachers were interviewed. Three pupils also participated in a focus group. The interviews were accompanied by field observations and diary entries throughout the research.
The analysis of the information was developed through a recurrent process of reflexive deepening (Kelchtermans & Piot, 2013) and dialectical validation until information saturation and collective consensus on meanings, interpretations and conclusions were reached. Thematic analysis (Braun & Clarke, 2006) was used to analyse the data obtained. Themes and categories were constructed with previous categories from the literature and emerging categories from the data (discourse from interviews, participant observation and subsequent discussions about these materials between interviewers and researchers). N-Vivo 11 software was used to support data management and analysis.

Conclusions, Expected Outcomes or Findings
In order to transform the governance of the school, a set of educational strategies and practices were developed that were made possible through distributed and transformative pedagogical leadership and teacher collaboration. It was observed that changes and improvements were made by the management team that allowed the development of a series of actions to give students a voice in their learning and education.
Creating a space for children's participation was a key aspect for the management team; both in the process of transforming the school and in order to involve students in the life of the school, in their learning and to improve their achievements. Three levels of student participation in school decision-making were identified: organisational level, curricular level and social transformation level (Figure 1)
 
‘Children's Council’ has been a key participatory body for transforming school governance.
We conclude that the results provide empirical evidence on four areas that have been key to fostering student participation in school decision-making: 1) an expanded perspective of school leadership, towards models of distributed and transformative leadership; 2) the class assembly, delegates and the Children's Council; 3) a greater presence of students in the school space and coexistence relations; and 4) a pedagogical model that focuses on project work and Service-Learning that includes community service actions.

These results have various implications for the educational community, as they invite us to reflect on the great challenges facing the school of the 21st century, in which the voice of the teacher and the management team is not the only one, nor the strongest one. The organisational and pedagogical strategies and dynamics adopted by the school studied are presented as proposals which, in line with the contributions of Schultz (2009), make it possible to move towards schools in which the multiplicity of voices is encouraged, whose pupils can learn and practice the dialogue needed for democratic citizenship.

References
Barker, S. K. (2018). Student Voice to Improve Instruction: Leading Transformation of a School System. Electronic Theses and Dissertations.  ACU.
Braun, V. & Clarke, V. (2006). Using thematic analysis in psychology. Qualitative Research in Psychology, 3(2), 77–101.  https://doi.org/10.1191/1478088706qp063oa
Bush, T. (2018.) Research on educational leadership and management: Broadening the base. Educational Management Administration & Leadership, 46(3), 359–361.
Hardie, E. (2015). When students drive improvement. Educational Leadership, 72(9), 92-96.
Hargreaves, A. & O’Connor, M. T. (2020). Profesionalismo colaborativo. Cuando enseñar juntos supone el aprendizaje de todos. Ediciones Morata.
John-Akinola, Y. O., Gavin, A., O’Higgins, S. E. & Gabhainn, S. N. (2014). Taking part in school life: views of children. Health Education, 114(1), 20-42. https://doi.org/10.1108/HE-02-2013-0007
Kelchtermans, G. & Piot, L. (2013). Living the janus head: Conceptualizing leaders and leadership in schools in the 21st century. M.A. Flores et al. (Eds.), Back to the Future: Legacies, Continuities and Changes in Educational Policy, Practice and Research (pp. 93–114). Sense Publishers.
Lucena, C., López, A., Domingo, J. & Cruz, C. (2021). Alberto’s life story: transforming a disadvantaged school by appreciating the child’s voice. Journal of Educational Administration and History, 3(2), 12- 24.  https://doi.org/10.1080/00220620.2021.1893286
Prenger, R., Poortman, C. L. & Handelzalts, A. (2021). Professional learning networks: From teacher learning to school improvement?. Journal of Educational Change, 22, 13–52. https://doi.org/10.1007/s10833-020-09383-2
Rincón-Gallardo, S., Villagra, C., Mellado, M. & Aravena, O. (2019). Construir culturas de colaboración eficaz en redes de escuelas chilenas: Una teoría de acción. Revista Latinoamericana de Estudios Educativos, 49(1), 241–272.
Robinson, V. (2019). Hacia un fuerte liderazgo centrado en el estudiante: afrontar el reto del cambio. Revista Eletrônica de Educação, 13(1), 123-145. https://doi.org/ 10.14244/198271993068
Rudduck, J. & McIntyre, D. (2007). Improving learning through consulting pupils. Routledge.
Sargeant, J. & Gillett-Swan, J. K. (2019). Voice-inclusive practice (VIP): A charter for authentic student engagement. International Journal of Children’s Rights, 27(1), 122-139. https://doi.org/10.1163/15718182-02701002
Schultz, K. (2009). Rethinking classroom participation. Listening to silent voices. Teachers College Press.
Susinos Rada, T. & Ceballos López, N. (2012). Voz del alumnado y presencia participativa en la vida escolar: apuntes para una cartografía de la voz del alumnado en la mejora educativa. Revista de educación, 359, 24-44. http://hdl.handle.net/11162/95224
Tonucci, F. (2015). La ciudad de los niños. Grao.


26. Educational Leadership
Paper

The Principal and the Superintendent in the Governing Chain in Sweden: putting leadership practices in context.

Katarina Roos, Olof CA Johansson

Umea University, Sweden

Presenting Author: Roos, Katarina; Johansson, Olof CA

In this paper, leadership and governing in the Swedish, public school sector at the municipal level is examined. The concept of ‘governing chain’ is used to picture an ideal model of governing. Political intentions manifested in decisions made by central and local government, are expected to come to life as public officials, principals and teachers enact those decisions. Though reality is more complex and chaotic than this over-simplified picture suggests, the governing chain serves as an analytical model for our analysis. The links in this chain are actors upholding key functions at different levels. Both within and between these, there are intervening spaces in which policy intentions are being interpreted, transmitted, and translated.

The Swedish Education Act (SFS 2010:800) identifies the organizer of education, the superintendent, the principal, and the teacher as core links, responsible for enactment in the governing chain. Both public sector and private sector organizers are present in the Swedish educational system, and although they share the same mission, their capacity to enact varies. Principals are expected both to act as managers and administrators responsible for day-to-day operations, and as pedagogical leaders with a particular responsibility for improving teaching and learning activities. The Swedish Education Act was thoroughly reviewed in 2010, and this revision sought – among other things – to emphasise the principal as a core actor with great responsibility in the governing chain. A more recent change in law in 2018 forced organizers of education to appoint a function as superintendent if they had not already done so. The intention was to safeguard that national laws and regulations are met by the organizer, and the primary objective for the superintendent is to see to this.

In the eyes of the national legislature, principals and superintendents are identified as vital links in the governing chain. They are employed by the organizer, who may set out additional objectives that they are expected to meet. In this paper we focus solely on Swedish municipalities as organizers of education. Sweden is usually described as a decentralised welfare state and local government are self-governing bodies with strong financial and political autonomy. Both principals and superintendents are expected to meet the expectations and interests of both the state and the municipality as organizer, which in practice may turn out to be an act of balancing on slack line. Is this balancing somehow reflected in the leadership practices of the two types of functions?

The aim is to describe and analyse how superintendents and principals perceive their mandate and roles in the local, municipal governing chain and how they balance and negotiate between those, in the intervening spaces of the governing chain. Our ambition is to contribute to greater knowledge on how principals and superintendents perceive their leadership in the context in which it is situated, and how the leadership of these functions is (dis-)connected in the local governing chain. Although the results are valid in a Swedish context, the theoretical implications are of general interest for the broader research society, both in the European, and in an international context.

Studies of leadership should take context into consideration. By context we mean both the municipal context, and the structure of the local governing chain. The guiding principles behind the system of governing can also be perceived as part of a wider context. The system of governing has the potential to both facilitate and constrain different types of leadership practices. Previous research has shown that there is a potential conflict between leadership ideals that favour democratic and participatory practices, and systems of governing that favour accountability and control.


Methodology, Methods, Research Instruments or Sources Used
The paper relies both on qualitative and quantitative data. A survey was conducted in December 2019, one year and a half after the change in law that requested organizers to introduce the superintendent position. The survey data is used to describe and analyse their perceptions of both their formal mandate and role in the light of the change in law. The second part of the study is an in-depth analysis of qualitative data from interviews. Two rounds of interviews, covering a multitude of leaders in local governing chains, were conducted in two different municipalities during the spring and autumn of 2019. The total number of interviews were 87, but the total number of informants exceeds that number as some were group interviews. One of the purposes was to get a broad and multifaceted picture of governing and leadership practices of- and in schools, and thus both political and administrative functions exercising leadership were interviewed. For this paper the interviews conducted with the four principals and the two superintendents have been analysed. The ambition is not to compare governing or leadership practices between the two municipalities nor to generalise the results, but to use the qualitative data to get a more in depth understanding of how these actors balance their mandates and roles, than the survey data allows.
Conclusions, Expected Outcomes or Findings
The results from the analysis of the survey suggests that superintendents in Swedish municipalities generally think that they have a strong mandate in seeing to that national laws and regulations are met. Moreover, the majority express willingness to act accordingly. They acknowledge the difficulties in acting both as representatives of the state, while at the same time handling the sometimes, conflicting interests and objectives of the municipal organizer of education. At the same time the majority sympathise with the change of law and greet the stronger national mandate, despite the potential for role conflicts.
The superintendents who were interviewed, think that they have a strong mandate to uphold the national mission, if they manage to comply within the budgetary frames set up by the municipal board. The four principals also describe a mandate which is defined by their capacity to stay within budget. The two municipalities in the qualitative study are both organized in a similar way. Both municipalities practice a New Public Management oriented system of governing, a management by objectives and performance measurements model, commonly practiced in the Swedish public sector. Accountability seems to be a core value as actors describe clearly defined, separated responsibilities for specific executive functions. Actors generally and the superintendent and principals particularly, seem to be aware of the formal chain-of-delegation, who to (not) turn to and when. The superintendent for example describes the balance between building relations and trust with principals and other actors in schools, without sidestepping subordinate functions that according to the chain of governing, should settle relations with the latter. Principals a like, show great awareness of who to turn to and not in a governing chain in which accountability is valued. The mode of governing thus define the repertoire of leadership practices that principals and superintendents can practice.

References
Ek Österberg, E. & Johansson, V. 2019. “Ledarskapsideal i förändring – det finns inga ledare utan styrsystem, in Bergström, T. & Eklund, N. (Ed.) Ett annorlunda ledarskap. Chef i politiskt styrd verksamhet. Lund: Studentlitteratur.
Forsberg, E., Nihlfors, E., Pettersson, D. & Skott, P. 2017. Codification of Present Swedish Curriculum Processes: Linking Educational Activities over Time and Space. Educational Governance Research, EGTU Vol. 5. Springer.
Grimm, F., Norqvist, L., & Roos, K. 2021. Exploring visual method in the field of educational leadership: Co-creating understandings of educational leadership and authority in school organisations. Educational Management Administration & Leadership. https://doi.org/10.1177/17411432211030747.
Johansson, O., Nihlfors, E., Paulsen, J. & Risku, M. 2011. “The Nordic superintendents’ leadership roles: cross national comparisons”, in MacBeath, J. & Townsend, T. International Handbook on Leadership for Learning. Springer Netherlands.
Johansson, O., & Ärlestig, H. 2022. ”Policy implementations in schools: the chain of command and its intervening spaces.” In, Nir, A.E. (Ed.) School leadership in the 21st century: challenges and coping strategies. New York: Nova Sciences Publishers, Inc. 247-246.
Johansson, O., & Ärlestig, H. 2022. ”Democratic governing ideals and the power of intervening spaces as prerequisites for student learning”. Journal of Educational Administration. Vol. 60(3): 340-353.
Johansson, V., Lundgren. L. & Montin, S. 2018. Den kommunala statliga ämbetsmannen. Lund: Studentlitteratur.
Karseth, B. & Möller, J. 2020. ”Legal Regulation and Professional Discretion in Schools”. Scandinavian Journal of Educational Research. 64:2. 195-210.
Moos, L., Nihlfors, E. & Merok Paulsen, J. 2016. Nordic Superintedents: Agents in a Broken Chain. Educational Governance Research, EGTU. Vol. 2. Springer.
Roos, K., Johansson, O., & Svedberg, L. 2022. ”Skolchefen – en gammal roll i förändrad skepnad” [The school superintendent – an old role in altered shape]. Statsvetenskaplig tidskrift. Vol. 124(3): 679-711.
Shaked, H., & Schechter, C. (2017). Systems thinking for school leaders: Holistic leadership for excellence in education. Cham, Switzerland: Springer.
Ärlestig, H. & Johansson, O. Ed. 2020. Educational Authorities and the Schools – organization and impact. Examples from 20 states. Dordrecht: Springer.


26. Educational Leadership
Paper

Assessment Leadership Among School Leaders – Navigating Across Leadership Ideals and Policy Context

Elin Stark

Umeå University, Sweden

Presenting Author: Stark, Elin

Traditionally, the Swedish principal has been regarded “the first among equals” (Ullman, 1997), as part of the teaching profession rather than a profession in its own right. The emergence of New Public Management (NPM) in Sweden and numerous other countries brought changes in the organizational structure of welfare production and introduced new roles for principals, emphasizing “keeping budgets, improving results and increasing competitiveness” (Jarl et al., 2012: 429). This has been described as a discursive shift, with “transformations both in the practices of school headship and in the ways that school heads think and talk about their role” (Gewirtz and Ball, 2000: 253). One way of framing this development is in terms of an increased emphasis on educational accountability (Leithwood, 2001), more specifically external accountability (Elmore, 2005). Wermke et al. (2022) argue that Finnish and Norwegian principals have less decision-making capacity and are subjected to less control than their Swedish counterparts (particularly in the case of Finland, with an autonomous teaching profession and fewer controlling stakeholders). For Swedish school leaders, the combination of extended decision-making requirements and extended external control poses “risks of failures for which the principals will be made accountable" (Wermke et al., 2022: 745).

This paper explores how Swedish school leaders perceive their role in relation to teachers’ assessment, grading and accountability. In doing so, the paper seeks to interrogate how school leaders navigate in a landscape characterized by leadership ideals promoting distributed orientations to leadership; and a policy context permeated by notions of external accountability. The following research questions are posed:

- Which leadership practices do school leaders account for in relation to assessment and grading?

- Which leadership ideals are manifested in school leaders’ account of their leadership practices?

- How do these leadership ideals align with an accountability-driven policy context?

In Sweden, the issue of grade inflation has been a matter of public and political debate for some time (Riksrevisionen, 2022), not least in relation to the marketized school system (Lundahl et al., 2013). According to the Swedish School Act, the principal is to ensure that teachers’ grading is carried out in line with legislation. At the same time, the principal’s mandate in relation to the actual grading procedure is very limited and is almost exclusively the teacher’s domain. Nonetheless, the Swedish National Agency for Education states that “the principal has a key role in teacher’s efforts towards fair and equivalent grades” (Skolverket, 2022: 23). Recently, new regulation regarding grading was introduced, which increases the scope for the professional judgment of teachers in relation to the syllabus. In the government bill (Prop. 2021/22:36) preceding the new legislation, the notion that the reform will have consequences for principals is mentioned only briefly and without specifying what these consequences are, thus reinforcing the sense of ambiguity and unclarity regarding the role of the school leader with regards to assessment and grading.

With their dominant position in the public policy debate, leadership theories are here described in terms of leadership ideals (Ek Österberg and Johansson, 2019), with different normative statements about the role of the leader. The leadership ideals which resonate with principals may align more or less with the policy context at hand, specifically a policy context where external accountability is a prominent feature. The study presented in this paper sheds light on the potential conflict between the principal’s task to act as a both a manager and a pedagogical leader – a task which the principal is to be held accountable for – and the mandate and objectives to fulfil that task in practice.


Methodology, Methods, Research Instruments or Sources Used
The empirical material used in the study includes two focus group discussions with principals and assistant principals. Some of the participants are responsible solely for secondary school and some for both primary and secondary school. Out of these units, one is an independent school (private school with public funding) and the others are schools run by the municipality. Whilst operating in the same national policy context, the school leaders operate in varying geographical context, including both rural and urban municipalities.

The discussions were semi structured and addressed matters such as how the school leaders gather information about the assessment and grading practices of teachers at their school/s, structures regarding assessment and grading, and dilemmas arising with regards to the issue at hand.  

The empirical material will be categorized according to which leadership practices can be discerned in the school leaders’ accounts of their role in relation to assessment and grading. Thereafter, the leadership practices described will be analysed with regards to which leadership ideals they can be associated with. Finally, the leadership ideals prevalent in the material will be related to policy context and the question of the extent of alignment between the leadership ideals and the policy context will be discussed.

Conclusions, Expected Outcomes or Findings
Preliminary results point at a varying degree of direct involvement with teachers’ assessment and grading on behalf of the school leaders. In some cases, the responsibility is delegated to the so called first teacher and in others, the school leader participates in discussions with teacher teams on assessment and grading. Throughout the focus group discussions, protecting and ensuring teacher autonomy is accentuated. Furthermore, the school leaders raise the importance of creating beneficial conditions and structures for collegial discussion and co-assessment among teachers, more so than pointing at measures for following up and evaluating assessment and grading.

Leadership ideals manifested in the school leaders’ account are directed towards distributed forms of leadership, characterized by trust and distribution of power and responsibility. Whilst not raised by the school leaders themselves, this may pose challenges in terms of external accountability.

References
Elmore RF (2005) Accountable Leadership. The Educational Forum, 69: 134-142.

Ek Österberg E and Johansson V (2019) Ledarskapsideal i förändring – det finns inga ledare utan styrsystem [Leadership ideals in transition – there are no leaders without governing systems]. In: Bergström T and Eklund N (eds) Ett annorlunda ledarskap : Chef i politiskt styrd verksamhet [A different kind of leadership : Managing politically governed agencies]. Lund: Studentlitteratur, pp. 55-77.

Gewirtz S and Ball S (2000) ‘From ‘‘Welfarism’’ to ‘‘New Managerialism’’: Shifting Discourses of School Leadership in the Education Marketplace’. Discourse: Studies in the Cultural Politics of Education, 21(3), 253–268.

Jarl M, Fredriksson A and Persson S (2012) New Public Management in Public Education: A Catalyst for the Professionalization of Swedish School Principals. Public Administration 90(2): 429–444.

Leithwood K (2001) School leadership in the context of accountability policies. International Journal of Leadership in Education, 4(3): 217-235.

Lundahl L, Erixon Arreman I, Holm A-S and Lundström U (2013) Educational marketization the Swedish way. Education Inquiry, 4(3): 497-517.

Prop. 2021/22:36. Ämnesbetyg – betygen ska bättre spegla elevers kunskaper [Government bill : Subject grades – grades are to better reflect student knowledge].

Riksrevisionen (2022) Statens insatser för likvärdig betygssättning– skillnaden mellan betyg och resultat på nationella prov [State Measures for Equivalent Grading – the difference between grades and results on National Tests]. Report, The Swedish National Audit Office.

Skolverket (2022) Betyg och prövning : Kommentarer till Skolverkets allmänna råd om betyg och prövning [Grades and Examinations : Comments to General Advice on Grades and Examinations by The Swedish National Agency for Education]. Report, The Swedish National Agency for Education.  

Ullman A (1997) Rektorn : En studie av titeln och dess bärare [The Rector—A Study of a Title and its Holders]. PhD Thesis, Stockholm Institute of Education, Sweden.

Wermke W, Jarl M, Prøitz TS and Nordholm D (2022) Comparing principal autonomy in time and space: modelling school leaders’ decision making and control. Journal of Curriculum Studies 54(6): 733-750.
 
3:30pm - 5:00pm26 SES 12 B: Topics on Educational Leadership: Adaptive Leadership, Health and Wellbeing, and Middle Leaders
Location: Joseph Black Building, C407 [Floor 4]
Session Chair: Pia Skott
Paper Session
 
26. Educational Leadership
Paper

Crossing Boundaries: Connecting Adaptive Leadership and Social Justice Leadership for Educational Contexts

Ariel Sarid

Beit Berl College, Israel

Presenting Author: Sarid, Ariel

The idea that educational systems and schools must be adaptive in order to keep pace with the changing social and cultural realities is certainly not new. Yet, the particularly disruptive characteristics of the present disorienting age (Wergin, 2019), in which everything is in flux or in what some complexity theorists have called a 'continuous disequilibrium' (Uhl‐Bien & Marion, 2009), have made adaptivity an imperative for organizations and social systems. Informed by developments in complexity theory and adaptive learning theories (Heifetz, 1994), primarily in the fields of organizational leadership (Marion & Uhl-Bien, 2009), 'adaptivity' has gradually gained currency in educational discourse and has become a conceptual lens for thinking about school transformation (Hung et al, 2014), school improvement (Harris, 2005), learning processes and pedagogy (Schwartz et al, 2005). There is a growing understanding that 'adaptivity' must be accounted for so that schools remain effective and relevant for students in the present knowledge society and global economy. Notions such as the 'adaptive school' (Gramston and Wellman, 2016; Kershner and McQuillan, 2016), adaptive learning (Wergin, 2019), adaptive expertise (Schwartz et al, 2005), adaptive teacher expertise (Anthony, Hunter, and Hunter, 2015), and adaptive leadership (Harris, 2005; Linsky and Lawrence, 2011) are becoming more central in attempts by educational thinkers, policy makers and teacher educators to envisage how to transform schools for the 21st century. At its core, adaptability discourse is essentially about the attempt to bridge the gap or tension between innovation (creativity) and effectiveness (stability). It is the possibility of holding the two competing skills together that characterizes adaptive organization or complex adaptive systems and individuals. Together with 21st century skills discourse, policy papers are now centering on adaptivity as one of the core attributes of future-oriented education, which effectively responds to the complexities and dilemmas characterizing a volatile, complex and ambiguous world (OECD, 2018).

Parallel to the above discourse, in the past few years the notion of social justice has been proliferating in educational leadership discourse and has gained international recognition (Author, 2021; Bogotch & Sheilds, 2014; Gümüş, Arar & Oplatka, 2021). The increased attention to social justice issues can itself be considered as a kind of adaptive endeavor to changing social circumstances: Given changing school demographics, heightening achievements gaps, and student immigration and mobility, school leaders are facing pressing issues of individual and group marginalization and discrimination. While multiple meanings of social justice are found in the literature, “a common understanding among many leadership scholars is that social justice focuses on the experiences of marginalized groups and inequities in educational opportunities and outcomes” (Furman, 2012, p. 194). Social justice leadership, then, is primarily about confronting and possibly eradicating the discrimination and oppression of marginalized individuals or groups largely on the basis of color, race, disability, gender, and ethnic-cultural background. Leadership scholars are calling schools to become more inclusive and attend to the diverse needs of individuals and groups who have been discriminated and marginalized (e.g., Theoharis & Scanlon, 2020) and call for the preparation of social justice educational leaders (e.g., Diem & Carpenter, 2012; Jean-Marie et al, 2009).

The aim of the present paper is to explore possible connections between the discourse on 'adaptivity' and the discourse on social justice educational leadership. Despite their different ends, it is my impression that both discourses share basic principles and that the dialogue between the two discourses may promote important insights for each discourse. I shall discuss the connecting links (principles) between the two discourses and briefly discuss the implications of connecting the two discourses for social justice educational leadership discourse.


Methodology, Methods, Research Instruments or Sources Used
This study engages in theoretical analysis; it invovles literary analysis and critical assessment of two central discourses in the field of educational leadership: the discourse on adaptive leadership and its implications on the field of educational leadership and school organizartion. This discourse highlights the movement from heroic-transformational to collaborative leadership types as well as the discourse on complex-systems from which the notions of adaptive leadership and more specifically adaptive space derive. The second discourse is the discourse on social justice educational leadership, a broad and still growing field of study and theoretical examination which focuses on a wide range of issues and dimensions, including diversity, inclusion and equity in educational contexts. The above literary analysis of both discourses paves the way for a comparative analysis leading to the development of synthetic theoretical insights and practical implications.
Conclusions, Expected Outcomes or Findings
Following critical literary analysis of the two discourses (adaptive leadership and social justice leadership), the paper arrives at several conclusions. The first is that these two notions of leadership share four basic characteristics; they are disruptive, collaborative, dilemmatic, emergent-contextual. While these shared principles of both types of leadership provide bridges, so to speak, to connect the two leadership discourses, the specific meaning of each principle in each discourse diverges in interesting ways. It is the differences in the meanings of each principle for each discourse that allows to engage in fruitful dialogue between them and facilitates reciprocal development. While certainly not underestimating the different (some would say contradictory) motivational ends underlying each leadership discourse (i.e., effectiveness and equity) the dialogue between them is not only possible but has the potential for mutual benefits. Whereas the contribution of social justice leadership to adaptive leadership discourse is more evident, it is possible also to consider the contribution of the latter to the former in two central aspects: the understanding of leadership as practice, and the adaptive transformation of organizational structures. The paper considers Wenger's (1998) notion of communities of practice as a one possible example of how the above four principles can be applied in educational practice in a way that incorporates insights from both discourses.
References
Anthony, G., Hunter, J., & Hunter, R. (2015). Prospective teachers development of adaptive expertise. Teaching and Teacher Education, 49, 108–117.

Bogotch, I. & Sheilds, C. M. (Eds.) (2014). International handbook of educational leadership and social (in) justice. Springer.

Diem, S., & Carpenter, B. W. (2012). Social justice and leadership preparation: Developing a transformative curriculum. Planning and changing, 43, 96-112.

Furman, G. (2012). Social justice leadership as praxis: Developing capacities through preparation programs. Educational Administration Quarterly, 48(2), 191–229.

Garmston, R. J., & Wellman, B. M. (2016). The adaptive school: A sourcebook for developing collaborative groups. Rowman & Littlefield.

Gümüş, S., Arar, K., & Oplatka, I. (2021). Review of international research on school leadership for social justice, equity and diversity. Journal of Educational Administration and History, 53(1), 81-99.

Harris, E. L. (2005). Key Strategies to Improve Schools: How to Apply Them Contextually. Rowman & Littlefield Publishing Group.

Heifetz, R. A. (1994). Leadership without easy answers. Belknap Press

Hung, D., Lim, K. Y., & Lee, S. S. (Eds.). (2014). Adaptivity as a transformative disposition: For learning in the 21st century. Springer Science & Business Media.

Jean-Marie, G., Normore, A. H., & Brooks, J. S. (2009). Leadership for social justice: Preparing 21st century school leaders for a new social order. Journal of research on leadership education, 4(1), 1-31.

Kershner, B., & McQuillan, P. J. (2016). Complex adaptive schools: Educational leadership and school change. Complicity: An International Journal of Complexity and Education, 13(1), 4–29.

Linsky, M., & Lawrence, J. (2011). Adaptive challenges for school leadership. In H. O’Sullivan & J. West-Burnham (Eds.), Leading and managing schools (pp. 3–15). Sage.


OECD. (2018). The future of education and skills: Education 2030. Directorate for Education and Skills-OECD.

Schwartz, D. L., Bransford, J. D., & Sears, D. (2005). Efficiency and innovation in transfer. In J. P. Mestre (Ed.), Transfer of learning from a modern multidisciplinary (pp. 1–51). Information Age Publishing

Theoharis, G., & Scanlan, M. K. (Eds.). (2021). Leadership for increasingly diverse schools. New York, NY: Routledge.

Uhl-Bien, M., & Marion, R. (2009). Complexity leadership in bureaucratic forms of organizing: A meso model. The Leadership Quarterly, 20(4), 631-650.

Wenger, E. (1998). Communities of practice: Learning, meaning, and identity. Cambridge University Press

Wergin, J. F. (2019). Deep Learning in a Disorienting World. Cambridge University Press


26. Educational Leadership
Paper

Leading for Knowledge, Health and Wellbeing - through the Coordination of Local Curriculum Processes

Pia Skott

Stockholm university, Sweden

Presenting Author: Skott, Pia

Many people recognize that PISA examines what students know in science, reading and mathematics. But PISA also examines students’ wellbeing and covers both negative outcomes (e.g. anxiety) and the positive impulses that promote healthy development (e.g. interest, engagement and motivation). The OECD (2017) comparisons on wellbeing is an example of a growing international consideration for the young generations’ health and wellbeing. Within EU an expert group will in 2023 start to develop proposals on strategies for supporting wellbeing. However, there is yet no consensus on what the responsibility of schools and school leaders are. The curricula between countries differ.

Sweden is a country which has stipulated that health and wellbeing is the responsibility of schools and principals. The National School Act (SFS 2010:800) requires that schools must have multi-professional teams of doctors, nurses, counsellors, psychologist and teachers with competence in special education. These teams are to cooperate with the teachers and be involved in the regular school work. Since Sweden combines national regulations with a decentralized local responsibility for implementation, including a school level (with principals) as well as a municipality level (with superintendents and other leaders) the aim of the paper is to explore the leadership of this complex local curriculum making. The research question is:

  • What are the leadership challenges in transforming the holistic approach of the national curricula, to local curriculum processes?

Until recently questions of health and wellbeing related to education has predominately been studied within the field of health education (see for example; Boot & de Vries, 2010; Carlsson, 2016; Jourdan et al. 2016, Kostenius, 2021). Within this research a whole school approach with a focus on professionals other than teachers, including school nurses, counselors and others, has been recognized. But few studies so far have had the focus on school leadership for learning, health and wellbeing (XX).

The primary focus of school leadership research has often been on instructional practices and what successful school leaders do to improve students’ learning in the classroom (Leithwood et al., 2019). For over a decade, these leadership practices have been central to school leaders’ work. In many countries, they have even been established as standards within preparation programs (Young et al., 2017) and linked to various leadership models such as distributed leadership, instructional leadership and transformational leadership (Gumus et al., 2018; Leithwood et al., 2019). It is stressed that teachers’ work is the most important factor in students’ results, and when wellbeing is added, that it improves the chances of student success (Leithwood et al., 2019). However, a holistic approach including multi-professional coordination and a multipurpose approach including different aims for schools is absent in most school leadership research. There is, however, a growing interest in complexity (Day et al., 2016; Hallinger, 2018; Hawkins and James, 2018). This paper brings together the research of principals with that on superintendents (se for example Moos et al, 2016; Ärlestig & Johansson, 2020; Sigurðardóttir et al., 2022). It explores the complexity of coordinating curriculum processes within and between different system levels.

The paper uses a curriculum theory perspective developed within Sweden (Dahllöf, 1967; 1999, Lindensjö & Lundgren 1986; XX). The focus is on the how the transformation of national curricula transforms into local curriculum processes. This takes place within and between two local system levels, the meso level (meso) and the micro level. The theoretical contribution of the paper is that it highlights the importance of coordination of curriculum processes within and between different local system levels. This in turn requires a coordinated leadership.


Methodology, Methods, Research Instruments or Sources Used
The paper builds on three different projects. The first project started out as an evaluation project of a government funded effort to educate principals and their student health teams to become more health promoting. The education was given as a web course. During a year the participants worked through different modules and regularly sent in their reflections. These documents were analyzed from an inductive perspective, focusing on the coordination of local curriculum processes. It identified four different quality levels, from no coordination to pervasive coordination. This resulted in an analytical model for practical use which has been tested by more than thousand principals and is today used in the teaching of principals as well as other professions. It is a tool for developing the quality of health promoting curriculum processes.  
The findings were in a second project taken as a starting point for a follow up study of schools which had developed high levels of coordination. This positive selection was done to study more thoroughly what high quality health promoting processes looks like and how to get there. It included four case schools, in which interviews were made with the principal, the student health team and the teachers. Added to these a selection of principals at other schools with similar characteristics was interviewed. All together the study included 57 informants. All the interviews were transcribed and analyzed by the two researchers performing the study. What was identified was the importance of a strong leadership, coordinating all the curriculum processes to become synchronized.
Schools are in many systems, like the Swedish, not working isolated from other local system levels. In the third study the focus was on the municipality level and the coordination of the curriculum processes within that system level as well as between the municipality and the schools. It was performed in several steps. First there was a positive selection of ten municipalities which had showed interest in the course and signs of a larger local coordination work. These ten were invited to send in a description of their work. From a document analysis four were selected as cases. In-depth studies of more documents and interviews with key persons were performed by the researcher. The results were presented to representatives from all the 10 municipalities at a digital webinar, calibrating and deepening the identified results.

Conclusions, Expected Outcomes or Findings
The results indicates that curriculum processes, in multilevel systems, need to be coordinated from a holistic approach including three aspects:  
  
The whole of the curriculum
To establish high quality curriculum processes at the school level requires a turn regarding the schools’ mission, from teaching students to developing whole human beings. Questions regarding health and wellbeing can’t be side issues, but needs to be part of the teaching. Hence, a more holistic curriculum approach, working multi professionally is needed. If attention is shifted to the municipality level, aspects of students' health, well-being and development need to be part of the municipalities’ overall work for knowledge as well as values.

The whole of the organization
Coordinated curriculum processes includes everyone. In organizations that succeeds, a synchronization takes place between the different parts. In schools the processes need to be coordinated between the health team and the teachers. And these processes must, in turn, be vertically coordinated with the municipality level. Moving to the municipality level the curriculum processes also need to be coordinate both vertically and horizontally. At the municipal level, there is not only boards and superintendents but some form of central student health, quality workers, IT system personnel and many more.

The whole of leadership
To coordinate the processes the school leaders within and between different system levels need to coordinate their views and work. On the school level there are principals and middle, teacher team leaders and others. On the municipality level there are horizontally challenges to coordinate different and parallel managers, such as superintendents, heads of administration, student health managers and those responsible for quality work. Vertically, there are, depending on size, a varying number of superintendents and other managers who need to coordinate their work, in relation to principals and other actors at the school level.  

References
Boot, N.M.W.M. and de Vries, N.K. (2010), “Implementation of school health promotion: consequences for professional assistance”, Health Education, Vol. 112 No. 5, pp. 436-447.
Carlsson, M. (2016), “Conceptualization of professional competencies in school health promotion”, Health Education, Vol. 116 No. 5, pp. 489-509.
Dahllöf, U. (1999). Det tidiga ramfaktorteoretiska tänkandet. En tillbakablick. I
Pedagogisk Forskning i Sverige 1999, årg 4, nr 1 s 5-29 ISSN 1401-6788
Day, C., Gu, Q. and Sammons, P. (2016), “The impact of leadership on student outcomes: how successful school leaders use transformational and instructional strategies to make a difference”, Educational Administration Quarterly, Vol. 52 No. 2, pp. 221-258
Gumus, S. et al (2018), “A systematic review of studies in leadership models in educational reasearch from 1980 to 2014”, Educational Management Administration and Leadership, Vol. 46 No. 1, pp. 25-48.
Hallinger, P. (2018), “Bringing context out of the shadows of leadership”, Educational Management Administration and Leadership, Vol. 46 No. 1, pp. 5-24.
Hawkins, M. and James, C. (2018), “Developing a perspective on schools as complex, evolving, loosely linking systems”, Educational Management Administration and Leadership, Vol. 46 No. 5, pp. 729-748, In Educational Administration Quarterly 2016, Vol. 52 No. 2, 221–258.
Jourdan, D. et al (2016), “School health promotion and teacher professional identity”, Health Education, Vol. 116 No. 2, pp. 106-122.
Kostenius, C. (2021). School Nurses’ Experiences With Health Dialogues: A Swedish Case. The Journal of School Nursing, 1-12.
Leithwood, K., Harris, A. and Hopkins, D. (2019), “Seven strong claims about successful school leadership revisited”. School Leadership and Management, Vol. 40.
Lindensjö, B. & Lundgren, U. P. (1986). Politisk styrning och utbildningsreformer. Stockholm: Liber.
Moos, L., Nihlfors, E., & Paulsen, J. M. (Eds.) (2016). Nordic superintendents: Agents in a broken chain: Springer International Publishing.
OECD (2017), PISA 2015 Results (Volume III): Students’ Well-Being, PISA, OECD Publishing, Paris.
SFS 2010:800 Skollagen.
Sigurðardóttir, S. M., et al. (2022). Educational leadership regarding municipal school support services in Iceland.  Educational Management Administration & Leadership. 1–21.
Young, M., Anderson, E. and Nash, M. (2017). “Preparing school leaders: standards-based curriculum in the United States”, Leadership and Policy in Schools, Vol. 16 No. 2, pp. 228-271.
Ärlestig, H. & Johansson, O. (2020). Educational Authorities and the Schools: Organisations and Impact in 20 States. Springer.


26. Educational Leadership
Paper

The invisible organisational contribution: The role of middle leaders in Higher Education

Sanna Lassen

Aarhus University, Denmark

Presenting Author: Lassen, Sanna

This paper aims to highlight diversity in educational leadership by exploring the middle leader role without formal managerial power in Higher Education (HE). Based on ongoing research including a systematic literature review this paper contributes new insights and perspectives on the role's possibilities, challenges, and limitations. The study asks the following questions:

  • how is the middle leader role constructed as a solution to which problem?
  • how can the middle leader role adequately function in higher education organisations?

The middle leaders may be labelled as study leaders, educational leaders, course coordinators, or programme leaders. A common characteristic is that they are both teachers, and researchers, and additionally are formally appointed to take special organisational responsibility for coordinating and developing education/teaching. Empirically, the role seems quite implicit and hence, invisible, where the middle leaders find themselves on their own, navigating tensions between a formally appointed role and the lack of formal role structures, expectations, and managerial power. In research, there are a limited number of English-speaking and Scandinavian studies focusing on the role. In some of the few studies, a common theme is that educational leaders often lack formal power to lead and thus, are caught in the middle between management and staff (Gjerde & Alvesson, 2020; Marshall, 2012). Even though there are individual studies, and the research interest has been around for some time, the field is nevertheless sparse and fragmented, lacking a more robust and explicit picture of how these middle leader roles are organisationally constructed and how they can handle the role.

In general educational leadership has over the last two decades, become a common response to quality demands in HE (e.g. Stensaker, Elken, & Maassen, 2019, p. 91), where leadership is understood as having an impact on the quality of student learning (e.g. Cardno, 2014, p. 352) and where educational leadership is needed to support educational development in local collegial contexts (e.g. Mårtensson & Roxå, 2016, p. 248). In research, educational leadership is a broad and messy concept. For example, educational leadership is often linked to the concept of distributed leadership commonly understood as an advantageous way for management to delegate some of their decision-making power to special responsible employees (e.g. Kjeldsen, Quick, Jønsson, & Andersen, 2020, p. 54). The idea is that management can place formal managerial power on middle leaders outside of traditional management structures. Educational leadership can also be related to middle leaders both with and without formal managerial power in the same study (e.g. Bryman, 2007; Grunefeld et al., 2017) if these different leaders have to do with influencing the goal-directed behaviour of others (Bryman, 2007, pp. 694-695). Both examples are ignoring the fact that middle leaders without formal power have different possibilities than those with formal power to influence the behaviour of others within the authority and power structures. Given this background, it is relevant to distinguish the middle leader in this study from those with fixed managerial roles and who are part of hierarchies and thus explore the role as a role ‘in itself’ (Lassen, 2020, p. 265).

Theoretically, the paper draws upon and is inspired by Systems Theory, formulated by the German sociologist Niklas Luhmann (1927-1998). The theory explicitly focuses on organisational systems and structures, including the concept of role and function that resonates with the focus of this study. Through a functional methodology (Luhmann, 2000, p. 94), it becomes possible to observe functional equivalents, by “[…] considering whether there are special system-dependent conditions” (Nissen, 2014, p. 189), that constructs and affects the middle leader’s possibility to function more adequately.


Methodology, Methods, Research Instruments or Sources Used
This ongoing case study of middle leaders without managerial power (November 2022 to May 2023) is situated in one university in Denmark. With the study, the aim is to explore how the middle leader role is constructed and adequately can function in a cross-faculty investigation over the five faculties. The intention is to search for functional equivalents, by “[…] considering whether there are special system-dependent conditions” (Nissen, 2014, p. 189), that construct and either support or inhibit the middle leader handling the role. Methodologically, the study consists of a combination of different strategies, both qualitative and quantitative. Both strategies are constructed from concepts of the theoretical framework guiding the collection of empirical data. Concurrently, the empirical data specifies and challenges the chosen theoretical concepts. The approach, therefore, becomes abductive. The mixed method design seeks to create a nuanced picture of the research object through both “complementarity: […] clarification of the results from one method with the results from another, [and] expansion: […] to extend the breadth and range of inquiry by using different methods for different inquiry components” (Bryman, 2006, p. 105). Firstly, the qualitative part of the design is carried out through observations, an audio diary, and interviews, respectively. A total of 15 middle leaders - three from each faculty – were self-selected into the study. The purpose is to find thematic themes about the construction of middle leaders. Observations and Audio diary focus on the middle leader's collaboration with different roles in the organisation e.g., colleagues, students, or management. The observations are performed in a range of formal meeting settings. The Audio diary is recorded by the middle leader and aimed at capturing ad-hoc tasks - tasks that come in on an ongoing basis. Interviews include the middle leader, a formal leader, and a colleague to obtain information about how the role is constructed from different organisational role perspectives. Secondly, the quantitative part relies on a questionnaire constructed from binary schematic recognition/non-recognition. Thus, both recognition and non-recognition of themes from the qualitative studies are pivotal. The questionnaire is distributed to a larger range of relevant informants at the university. The intent is to gather reflections, on whether the themes are rejected or accepted in other contexts.
Through this nuanced picture, it becomes possible to answer the two research questions focusing on the organisational construction of the role and how the middle leader can adequately handle the role.  

Conclusions, Expected Outcomes or Findings
As described in the introduction, this paper is a part of ongoing research on educational leadership and presents a preliminary analysis.  Some of the provisional findings demonstrate that i) there are major differences in what problems the middle leaders are expected to solve seen from different role perspectives, ii) that there is a lack of explicit organisational structures and support that helps the middle leader to know what is expected and as such how to handle the role in practice and iii) that the role is organisationally quite invisible. Firstly, middle leaders in education can become invisible due to the complexity of their tasks, making it challenging to gauge their impact. In contrast, success in research is more easily measured through funding grants and publications. Secondly, invisibility is a matter of prestige. Historically, universities have traditionally valued research over education and as such, educators are not given the same level of unequivocal prestige or recognition for their contributions to educational progress and development.

In summary, this case study intends to highlight which problems in HE the middle leader role is becoming the solution to. Through a systems theoretical analysis of the range of empirical data, the study presents perspectives on how middle leaders adequately can function in their role.

References
Bryman, A. (2006). Integrating quantitative and qualitative research: How is it done? Qualitative research, 6(1), 97-113.
Bryman, A. (2007). Effective leadership in higher education: a literature review. Studies in Higher Education, 32(6), 693-710. doi:10.1080/03075070701685114
Cardno, C. (2014). The functions, attributes and challenges of academic leadership in New Zealand polytechnics. International Journal of Educational Management.
Gjerde, S., & Alvesson, M. (2020). Sandwiched: Exploring role and identity of middle managers in the genuine middle. Human relations, 73(1), 124-151.
Grunefeld, H., Prins, F., Van Tartwijk, J., Van Der Vaart, R., Loads, D., Turner, J., . . . Wubbels, T. (2017). Faculty Development for Educational Leadership. In (pp. 73-101): Springer International Publishing.
Kjeldsen, A. M., Quick, C. N., Jønsson, T. F., & Andersen, L. B. (2020). Distribueret ledelse i den offentlige sektor. København: Djøf Forlag.
Lassen, S. (2020). Ressourcepersonens hyperorientering: En empirisk undersøgelse af ressourcepersonens rolle og funktion i den danske folkeskole. (PhD). Syddansk Universitet, Odense. Retrieved from https://www.sdu.dk/da/forskning/phd/phd_skoler/phd_humaniora/ph,-d-,d,-d-,-afhandlinger
Luhmann, N. (2000). Sociale systemer: Grundrids til en almen teori (J. Cederstrøm, N. Mortensen, & J. Rasmussen, Trans.). København: Hans Reitzels Forlag.
Marshall, S. G. (2012). Educational middle change leadership in New Zealand: the meat in the sandwich. The International Journal of Educational Management, 26(6), 502-528. doi:10.1108/09513541211251361
Mårtensson, K., & Roxå, T. (2016). Leadership at a local level – Enhancing educational development. Educational Management Administration & Leadership, 44(2), 247-262. doi:10.1177/1741143214549977
Nissen, M. (2014). At analysere refleksionsteorier: Specificering og anvendelse af den funktionelle metode. In G. Harste & M. Knudsen (Eds.), Systemteoretiske analyser (pp. 183-208). Frederiksberg: Nyt fra samfundsvidenskaberne.
Stensaker, B., Elken, M., & Maassen, P. (2019). Studieprogramledelse – et spørgsmål om organisering? Uniped, 42(1), 91-105. doi:10.18261/issn.1893-8981-2019-01-07
 
5:15pm - 6:45pm26 SES 13 B: Teacher Leadership Development in the Educational Context (Part 2)
Location: Joseph Black Building, C407 [Floor 4]
Session Chair: Andy Goodwyn
Paper Session continued from 26 SES 06 B
 
26. Educational Leadership
Paper

The Increasingly Global Phenomenon of the Expert Teacher Designation: A Critical Realist Perspective and Analysis

Andy Goodwyn

University of Bedfordshire, United Kingdom

Presenting Author: Goodwyn, Andy

The concept of the ‘expert teacher’ has is an increasingly global phenomenon with many advanced systems investing in a formal designation, this is partly explained by education systems profound need to recruit and retain the best teachers, providing them with a career structure, maintaining their classroom impact and, in some designations, developing other teachers in the system. This research closely examines the purposes and structures of these evolving models and their successes and challenges in each national context and it traces global influences and the challenges of governance and political control of such designations. It also analyses 3 relatively new models ‘The Extended Teacher’ from Norway, ‘The Chartered Teacher’ in England and the Korean ‘Master Teacher’.

The concept of the ‘expert teacher’ has become an increasingly global phenomenon with many advanced systems investing in a formal designation. This phenomenon is partly explained by the need systems have to recruit and retain the best teachers and to provide them with a meaningful and high status career structure that maintains their impact in the classroom and, in some designations, on the development of other teachers in the system. There are many examples of the phenomenon with the Advanced Skills Teacher [AST] in Australia [over 30 years] and The Highly Accomplished Teacher [HAT]in the USA [28 years] being the most established. However some models have already come and gone – the AST in England 1997-2013, the Chartered Teacher in Scotland only lasted 5 years. There are new developments, the Chartered teacher in England, launched by the Chartered College of teaching in 2017 and the Highly Accomplished Teacher in Australia, now 4 years in development, Singapore is evolving an elaborate structure of Leading and Master teachers with several career pathways. Each of these models has been designed for the local system with different models of governance and control for example the totally independent National Board for Professional Teaching Standards in the USA, or the completely politically managed system in Singapore.

This research examines the purposes and structures of these evolving models and their successes and challenges in each national context. It traces global influences, for example the adoption of the the HAT designation in Australia, being adapted from the USA, the Chartered model beginning in England just as it is abolished in Scotland. These changes are part of the challenge of governance and political control of such designations and their relative stability or fragility.

Ontologically, the research adopts a critical realist perspective examining the expert teacher concept as fundamentally concerned with structural, systemic improvement, a potentially emancipatory project for the agentive teaching profession in each system. Epistemologically it adopts a phenomenological stance to understanding ‘expert teaching’ as a designation. It also examines the structures and stratifications in the system and the context of each society that may enable teacher emancipation or obstruct and diminish it. The analysis of 3 relatively new models ‘The Extended Teacher’ from Norway, ‘The Chartered Teacher’ in England and the Korean ‘Master Teacher’, traces the extent to which they are influenced by previous models in other jurisdictions and reveals that there are both global trends and local adaptations. There is also evidence of what may be deemed ‘expert teacher cultures’, that is how the ideologies infused in education systems dominate the character of what it means to be an expert teacher. Much of this ‘character’ is revealed through analysing the descriptors and standards used to define the teacher role and behaviours.


Methodology, Methods, Research Instruments or Sources Used
There is a close analysis of the features of each model, its evolution and development and its status in relation to several factors which include:- [1] status within the profession on a strong/weak continuum, [2] its governance and political status on a continuum of stability/fragility and [3] its effectiveness on a continuum of powerful to weak.
The expert teacher phenomenon is well established in a number of systems and has sufficient evidence of value now to be influencing developments in other systems.  This level of development allows for international comparisons that examine valuable similarities and important local differences, providing evidence of a range of successful models.  An important element of difference is to do with structures of control and governance, is the model ‘owned’ by the profession, or by the government, or by an independent body.  

Conclusions, Expected Outcomes or Findings
.  The analysis suggests that social, cultural and political contexts inevitably define the local model and may well be part of the strength and stability of certain models.  We may have reached a stage where less established systems with rapidly expanding school populations and therefore rapidly expanding teacher work forces may look to these models as adaptable to their local circumstances.  It may be argued that such local developments of the expert teacher might be far more effective than relying on foreign aid and advisors or simply ‘copying’ external models.  The establishment of a designation  of expert teacher may well have real benefits for raising the status of the teaching profession in systems where teaching is not perceived as a good career, even when it is a respected career.  Such teachers can act as advocates for a strong profession with its own voice and professional standards and where teacher autonomy can be a structural part of the designation.
References
Archer, M., Bhaskar, R., Collier, A., Lawson, T. & Norrie, A. (1998). (Eds.) Critical Realism: Essential Readings. London, Routledge.
Cohen, L., Manion, L. & Morrison, K. (2011, 7th edition) Research Methods in Education, London, Routledge
Author (September 2019) Adaptive agency: some surviving and some thriving in interesting times.  Invited Paper to English Teaching Practice and Critique – special issue on teacher agency. Vol, 18. Issue 2.  pp. 21-35.
Author (2016). Expert Teachers: an International Perspective. London, Routledge.
Author (2010). The Expert Teacher of English. London, Routledge.
Author & Cordingley, P. (2016). The Potential of Chartered Teacher Status, Education Today. 66 (2), 21-44.
Author. (2012). One size fits all: the increasing standardisation of English teachers’ work in England. English Teaching Practice and Critique, 11 (4), 36-53.
O’Sullivan, K-A. & Author (2020). Contested territories: English teachers in Australia and England remaining resilient and creative in constraining times. English in Education.  54,3, 224- 238.
Sayer, A. (1992) Method in Social Science: a Realist Approach. London, Routledge
Sayer, A. (2000) Realism and Social Science. London, Sage.


26. Educational Leadership
Paper

The Paths of Volunteer Teachers to Enact Leadership: A Case in A Chinese Underdeveloped Area

Miao Liu

University of Edinburgh, United Kingdom

Presenting Author: Liu, Miao

Objective: This study aims to explore how Chinese volunteer teachers enact their leadership. Generally, volunteer teachers are those who support teaching in underdeveloped areas without payment or with little payment (Zhou & Shang, 2011). This teacher group has been and is making immeasurable contributions to students’ learning, regional educational resources’ balance, and educational equality in underdeveloped areas, especially areas where education development lags (Duthilleul, 2005). Governments and non-governmental organizations in some countries and regions (e.g., China, America, and Africa) also constantly organize and implement diverse volunteer teaching programmes to exert the leadership of volunteer teachers (Koerner et al., 2008). Under the efforts of volunteer teachers, these public welfare activities positively influenced students’ development and social well-being. However, a few researchers paid attention to volunteer teaching activities, not to mention how volunteer teachers enact their leadership and the corresponding implications (Zhou & Shang, 2011).

Research Question: 1) how do volunteer teachers enact their leadership in a Chinese underdeveloped area? 2) what are the outcomes of their leadership’s enactments?

Theoretical Framework: Although it is challenging to gain consensus on defining teacher leadership (Wenner & Campbell, 2017), this study found two main trends in conceptualizing this term: competence- and interaction-oriented. Competence-oriented teacher leadership emphasizes that teacher leaders can engage colleagues in experimentation and examination of effective practices for students’ learning” (Wasley, 1991, p.170). However, interaction-oriented teacher leadership focuses on the relationship between teacher leaders and contexts. One high-incited definition is that “teacher leadership is the process by which teachers, individually or collectively, influence their colleagues, principals, and other members of school communities to improve teaching and learning practices with the aim of increased student learning and achievement (York-Barr & Duke, 2004).” Whether competence-oriented or interaction-oriented teacher leadership, teacher leaders tend to balance the relationship with different contexts. For example, to encourage teachers to master a specific teaching ability, teacher leaders would cooperate with teachers to explore this strategy and explain its benefits (Sinha & Hanuscin, 2017). As a result of teacher leadership’s enactment, teacher leaders’ dispositions and abilities in teaching and learning would be strengthened (Landa & Donaldson, 2022). Also, teacher leadership’s enactment could contribute to achieving educational goals in various sub-contexts (Akiba et al., 2019; Campbell et al., 2022).

However, there is a gap between the research and practice of volunteer teachers’ leadership (Zhou & Shang, 2011). Although many volunteer teaching activities are conducted, and volunteer teachers play a non-negligible role in alleviating educational inequality in the world (Koerner et al., 2008), these teachers’ leadership has not been thoroughly analyzed and discussed in the research field. This gap is, to some extent, detrimental to the improvement of volunteer teaching programmes and the preparation of volunteer teachers.

Therefore, this study was rooted in the Chinese context to research the enactment of volunteer teachers’ leadership in self, interpersonal, institutional, and socio-cultural sub-contexts. China has been and is now making national efforts to realize modernization, including getting rid of poverty in education, accompanied by apparent challenges and changes (Xi, 2022). For example, the central government encouraged high-quality teachers as volunteers to support the development of students, teachers, and schools in remote areas (Xi, 2022). These volunteer teachers need to coordinate and balance their relationship with self, interpersonal, institutional, and socio-cultural sub-contexts, and on this basis, exert their leadership to improve the educational quality in schools and regions. Thus, the Chinese context could help me understand volunteer teachers’ leadership from various perspectives.


Methodology, Methods, Research Instruments or Sources Used
This study adopted the case study as the methodology. This research regarded the leadership of three volunteer teachers as a case since a case is a circumstance that includes the context, time, or people (Yin, 2015).

The informants are three volunteer teachers participating in a volunteer teaching programme called “Education Assistance Action in Nujiang (EAAN)” held by the Ministry of Education (National Teacher Training Program Office of the Ministry of Education, 2020). 113 teachers from diverse areas were dispatched to this programme in two batches. Participants were recommended by national expert teachers recognized by the government. Also, these teachers have three common characteristics. First, these teachers had high professional competence. The Chinese government sets up a system for assessing the professional development level of teachers. Teachers will be awarded specific professional titles after assessment. These titles include third-, second-, first-, advanced and distinguished level (Ministry of Human Resources and Social Security, 2015). The participants have a first- or above-level professional title. Second, participating teachers have been teaching in Nujiang for half a year to a year. Third, participants came from national expert teachers’ professional development studios, which established long-term cooperative relationships with universities. This means that participants can get professional support from national expert teachers and scholars in volunteer teaching. Thus, participants can provide rich information and various perspectives on teacher leadership and the enactment practice.

This study relied on the longitudinal way to collect data. The first approach is the one-on-one semi-structured interview. According to the research questions, I designed a series of questions to interview participating teachers. Then, I interacted with participants to build a reliable relationship with them, which can provide a trustful and relaxed atmosphere in interviews. When all the preparations were in place, I interviewed each participant. Another way is the materials collection. I collected participants’ reflective reports on their practice in this volunteer teaching programme, which can help me understand the enactment of volunteer teachers’ leadership.

Given the data type, this study chose the content analysis method (Cohen et al., 2007) to analyze data. First, I transcribed all video recordings to the texts and proofread them to make sure these texts were correct. Second, I read all transcriptions and reflective reports more than once and tried to understand these transcriptions deeply from the participants’ perspectives. Third, I coded the raw data and constructed code to answer the research questions.

Conclusions, Expected Outcomes or Findings
This study found that volunteer teachers enacted their leadership with three paths, including the enactment of volunteer teachers’ leadership for the subject, school, and cross-school improvement.

The first path is volunteer teachers’ leadership enactment for subject improvement. Based on personal teaching ability and experience, the participant supported teachers in local schools to identify problems in teaching. Then, the participant led subject teachers to solve their teaching problems, helped them master specific teaching abilities, and improved classroom teaching quality. Thus, the participant and local teachers collaboratively facilitated students’ effective learning.

The second path is to enact volunteer teachers’ leadership for school improvement. The participant taking this path emphasized the importance of interdisciplinarity. Under the influence of this idea, this participant discussed specific teaching methods with local teachers of different disciplines in a modeling way, such as demonstrating teaching, co-teaching, and instructing teaching. In addition, the participant believed that school improvement requires the joint efforts of teachers of different subjects. To this end, this participant formulated the school’s teaching development system and regular work system (e.g., commuting time) to promote the construction of a learning-oriented school culture.

Volunteer teachers’ leadership enactment aiming at cross-school improvement is the third path. The participant joined the local department of education and was responsible for improving the whole region’s education. In this case, this participating teacher directly or indirectly participated in formulating and implementing local education policies. For one thing, this teacher supported local governments in formulating education policies by conducting field research. For another thing, this participating teacher cooperated with the leaders of the department of education to construct systems and regulations related to teaching development and school improvement. Besides this, the participant focused on in-service teacher education by leading local teachers to conduct action research and professional learning.

References
Akiba, M., Murata, A., Howard, C. C., & Wilkinson, B. (2019). Lesson study design features for supporting collaborative teacher learning. Teaching and Teacher Education, 77, 352–365.

Campbell, T., Wenner, J. A., Brandon, L., & Waszkelewicz, M. (2022). A community of practice model as a theoretical perspective for teacher leadership. International Journal of Leadership in Education, 25(2), 173–196.

Cohen, L., Manion, L., & Morrison, K. (2007). Research methods in education. London: Routledge.

Duthilleul, Y. (2005). Lessons learnt in the use of ‘contract’ teachers: Synthesis report. UNESCO, International Institute for Educational Planning.

Guiding opinions on deepening the reform of the professional title system for primary and secondary school teachers, Publ. L. No. 79 of Ministry of Human Resources and Social Security. (2015). http://www.moe.gov.cn/jyb_xxgk/moe_1777/moe_1779/201509/t20150902_205165.html

Koerner, M., Lynch, D., & Martin, S. (2008). Why we partner with teach for America: Changing the conversation. Phi Delta Kappan, 89(10), 726–729.

Landa, J. B., & Donaldson, M. L. (2022). Teacher leadership roles and teacher collaboration: evidence from green hills public schools pay-for-performance system. Leadership and Policy in Schools, 21(2), 303–328.

Notice on printing and distributing the “Ministry of Education’s assistance action guidelines for supporting education in Nujiang (trial)”, Publ. L. No. 11 of National Teacher Training Programme Office of the Ministry of Education. (2020).

Sinha, S., & Hanuscin, D. L. (2017). Development of teacher leadership identity: A multiple case study. Teaching and Teacher Education, 63, 356–371.

Wasley, P. A. (1991). Teachers who lead: The rhetoric of reform and the realities of practice. New York: Teachers College Press.

Wenner, J. A., & Campbell, T. (2017). The theoretical and empirical basis of teacher leadership: A review of the literature. Review of Educational Research, 87(1), 134–171.

Xi, J. (2022). Hold high the great banner of socialism with Chinese characteristics and strive in unity to build a modern socialist country in all respects — Report to the 20th National Congress of the Communist Party of China. Central Committee of the Communist Party of China. https://www.pkulaw.com/en_law/0438454351e5969bbdfb.html

Yin, R. K. (2015). Case study research: Design and methods (5th ed.). Sage Publication.

York-Barr, J., & Duke, K. (2004). What do we know about teacher leadership? Findings from two decades of scholarship. Review of Educational Research, 74(3), 255–316.

Zhou, H., & Shang, X. (2011). Short-term volunteer teachers in rural China: Challenges and needs. Frontiers of Education in China, 6(4), 571–601.
 
Date: Friday, 25/Aug/2023
9:00am - 10:30am26 SES 14 B: School Leadership Development: Emerging Trends and Topics (Part 2)
Location: Joseph Black Building, C407 [Floor 4]
Session Chair: Ken Jones
Paper Session continued from 23 SES 08 B
 
26. Educational Leadership
Paper

Leading Professional Learning: Hallmarks of Practice in Complex Situations

Ken Jones1, Tegwen Ellis2

1Freelance Education Consultant; 2National Academy for Education Leadership, Wales

Presenting Author: Jones, Ken

Professional learning is more than a linear process leading to pre-determined outcomes (Boylan et al, 2018, Strom and Viesca, 2021). There can be no single way that education leaders can determine the best or most effective approaches. McMillan and Jess (2021) argue that teachers need to move towards adaptive classroom practice, “…moving beyond the simplistic transmission of knowledge by developing the ability to respond to, and influence, the dynamic and ever-changing environment in which they work” (p276). In the same way, education leaders need to be developing strategies of complex adaptive leadership to address this ‘complex turn’ rather than restricting their actions to outcome-focused approaches (Daly et al, 2020).

The research which underpinned this presentation focused less on the nature of professional learning and more on the leadership of professional learning in schools in Wales. The ways in which leaders build supportive cultures of professional learning is central to ensuring continuing learning. Leaders of professional learning at all levels will stimulate active learning and enable enquiry, analysis, reflection and evaluation in a professionally critical and constantly changing environment. While the essence of professional learning rests with the individual, the interactive, collaborative nature of most professional learning needs to be effectively managed and led .

In complex education environments, much professional learning is implicit and highly personal (Evans, 2019). What works in one case may not be effective or relevant in another. However, many aspects of professional learning need to be managed and led to ensure equity and opportunity. Leaders build professional learning networks, enabling everyone to achieve. Leaders oversee professional working relationships; they intervene when necessary and always support the professional learning of others. They create and sustain cultures of critical enquiry. With others, they ensure that professional learning is active, collaborative, inclusive and not insular. So, multi-dimensional strategies are needed if leaders are to guide and support their professional colleagues most effectively (Jones, 2020), and these need to be enacted through a variety of approaches, referred to in Wales as ‘the professional learning blend’ (Jones et al, 2019).

The research evidence base on leading professional learning is wide and growing (Hallinger and Kulophas, 2020). Much of it has only marginal relevance to individual school contexts and, being international in its scope, it carries with it cultural characteristics which make direct transferability tricky. Just because it worked there, it may not work here. There is also a tendency to focus on ‘what works’, identifying examples of ‘most-effective practice’ and implying that leaders should aspire to emulate these ways of doing things successfully. Much of this research is very helpful, for example the paper by Cordingley et al (2020) on “Developing great leadership of CPDL”. Occasionally we see research which throws light on less-effective practice, and this may be just as helpful to education leaders when working with their teams to confront the realities of highly complex situations. McChesney and Aldridge (2019) identify “What gets in the way” and map obstacles facing education leaders in implementing strategies for professional learning.

This presentation will focus on the implications for school leaders in Wales of the new National Entitlement to Professional Learning. It will resonate with professionals in other European countries and internationally beyond Europe. As an example of professional learning policy and practice within Europe, it is intended to raise questions and stimulate discussion on the appropriate use of linear models in setting out strategies for leading professional learning.

The paper forms the basis of a chapter in Innovation in Teacher Professional Learning: Research, Policy and Practice accepted for publication by Routledge in 2023.


Methodology, Methods, Research Instruments or Sources Used
There is a significant body of international literature exploring models of educational leadership (Bush, 2020) and an increasing literature on the leadership of professional learning (Swaffield and Poekert, 2020), but to discover how these two come together we need to look closely at practice in schools. That was the key purpose of this research, undertaken in Wales, commissioned by The National Academy for Education Leadership in Wales, carried out in 2021 and published in 2022.
The research was undertaken in two parts: a desk-based review of relevant international literature and a qualitative process of gathering views and evidence from education leaders. The work by Hallinger and Kulophas (2020) goes some way to providing a review of the literature but the definition of professional learning in their study is seen to be too narrow. For the purposes of the Wales study, the intention was to identify “hallmarks” of leading professional learning and look critically at the ways in which these could be applied in practice. This was accompanied by an analysis of current policy documents relating to education in Wales which have a bearing on both leadership and professional learning. The perspectives of a sample of professional leaders were gathered to provide an insight into how leaders at all levels shape professional learning practice. Interviews were held with leading professionals including policy makers in national government, regional professional learning coordinators, providers from higher education, and school leaders and teachers themselves. Focus groups consisting of school senior leaders were used to gather cross-Wales perspectives of practice. In addition, a sample of 12 schools (three schools in each of the four regional consortia in Wales) was used to provide coverage of primary, secondary, Welsh medium and additional learning needs settings. The schools were identified by representatives from the four regional consortia using criteria such as engagement in local and national professional learning networks, active involvement in professional research and enquiry, high quality mentoring and coaching provision, and distributed leadership which provided responsibility and authority for middle level leaders and teacher leaders to support other professionals in their learning journeys.


Conclusions, Expected Outcomes or Findings
The research has provided an insight into leading professional learning in complex environments in Wales. It identified key hallmarks of well-led professional learning, including an emphasis on equity, supporting sustainable approaches, focusing on learner outcomes and wellbeing, encouraging professional collaboration and creating supportive structures and systems for teacher leadership. It also identified obstacles and challenges that leaders face in providing professional learning support, and highlighted policy indicators at national, regional and local government levels. A key conclusion is that, while in complex environments there can be no single form of professional learning which achieves all desired outcomes, and no single approach to leadership which supports all professional needs, using an informed professional learning blend can be motivating and sustainable.
The interview element of the research was interrupted by the Covid 19 pandemic. However, the delay did enable a new dimension to emerge: the impact of the pandemic on leadership practice and the emergence of new professional learning priorities facing teachers and other classroom practitioners. Highest of these was the urgent need to use online learning for those pupils and staff working from home.
The report was able to conclude that a number of “hallmarks” were evident in schools which placed a high priority on professional learning, that teacher leadership was paramount in building close-to-practice learning communities, and that new strategies to support individually-focused professional learning needed to be considered. Discussion of the research findings will help to show the necessary balance between the need for professional learning to be ‘led’ and for it to be ‘supported’ in complex environments.

References
Boylan, M., Coldwell, M,. Maxwell, B. and Jordan, J. (2018) Rethinking models of professional learning as tools: a conceptual analysis to inform research and practice Professional Development in Education 44.1 120-139
Bush, T. (2020) Theories of Educational Leadership and Management (5th Edition) London: Sage
Cordingley, P., Higgins, S., Greany T., Crisp, B., Araviaki, E., Coe, R. and Johns, P. (2020) Developing Great Leadership of CPDL, CUREE http://www.curee.co.uk/node/5214
Evans, L. (2019) Implicit and informal professional development: what it ‘looks like’, how it occurs, and why we need to research it Professional Development in Education 45.1 3-16
Hallinger, P. and Kulophas, D. (2020) The evolving knowledge base on leadership and teacher professional learning: a bibliometric analysis of the literature, 1960-2018 Professional Development in Education 46.4 521-540
Jones, K., Humphreys, R., Lester, B. and Stacey, B. (2019) National Approach to Professional Learning: Research Report. The Professional Learning Blend 2.0 https://www.ewc.wales/site/index.php/en/statistics-and-research/research-and-policy/published-research.html
Jones, K. (2020) Multi-dimensional professional learning: a leadership perspective European Educational Research Association
https://blog.eera-ecer.de/multi-dimensional-professional-learning/
Jones, K. (2022) Leading Professional Learning  National Academy for Educational Leadership Wales
https://nael.cymru/wp-content/uploads/2022/03/Professor-Ken-Jones-Leading-Professional-Learning-FINAL-1.pdf
McChesney, K. and Aldridge, J.M. (2019): What gets in the way? A new conceptual model for the trajectory from teacher professional development to impact, Professional Development in Education, DOI: 10.1080/19415257.2019.1667412
Swaffield, S. and Poekert, P.E. (2020) Leadership for professional learning, Professional Development in Education, 46:4, 517-520, DOI: 10.1080/19415257.2020.1793500
Welsh Government (2017) Education in Wales: Our National Mission: Action Plan 2017-2021 Cardiff: Welsh Government
Welsh Government (2017) Professional standards for teaching and leadership Cardiff: Welsh Government
Welsh Government (2018) An introduction to the professional standards for teaching and leadership Cardiff: Welsh Government


26. Educational Leadership
Paper

Group Coaching in Leadership development for School Leaders

Ulf Leo1, Kirsten Foshaug Vennebo2, Marit Aas2

1Umea University, Sweden; 2Oslo Metropolitan University, Norway

Presenting Author: Leo, Ulf; Vennebo, Kirsten Foshaug

Over the past decades, principals have experienced an increased pressure emanating from the responsibility for managing change to improve students’ learning outcomes. Leadership learning programmes appear to emphasize the generic requirements of the job rather than leaders’ individual capabilities, moral purpose and need to take an active role in learning (McKinsey & Company, 2010), and there seems to be a challenge in finding the balance between system and reform needs and school and individual needs. A Nordic school leader profile involves performing leadership within long-established democratic societies which build on equal and collaborative relationships between leaders and staff and doing this in parallel to meeting system level accountability demands. In practice, this implies balancing the democratic idea of involvement and exerting influence with necessary decision-making (Author et al 2016 a). Despite these challenges, there is consensus in the literature that principals and school leaders need to develop knowledge and skills to understand their schools and leadership roles (Fullan, 2018; Author, 2017).

Coaching has been increasingly reported as the type of school leadership development intervention that is gaining energy and popularity (Forde, McMahon, Gronn, & Martin, 2012; Aas, 2020). In many countries, coaching is a part of national school leadership programmes (Lumby, Crow, & Pashiardis, 2008; Robertson & Earl, 2014). For example, was coaching introduced as one of the key approaches to leadership development evident in the National College in England (Bush, Glover, & Harris, 2007). So far, has the literature addressed coaching as a component of headship preparation (Earley, Weindling, Bubb, Evans, & Glenn, 2008), a tool for school development (Creasy & Patterson, 2005), succession planning (Hanbury, 2009) and the development of leadership across the school including middle leadership (Simkins, Coldwell, Caillau, Finlayson, & Morgan, 2006) and teacher leadership (Blackman, 2010).

This paper reports from a study of group coaching integrated into National Principal Training Programmes in Sweden and Norway, which aims to promote reflections on personal agency (role clarity and self-efficacy) that can lead to changes in leadership practices. In this paper, we set out to investigate the process that starts with an original coaching question that is reformulated during the group coaching session, and to investigate what support the school leader gets as a result of the coaching. The research questions are: What kind of leadership challenges do school leaders bring forth for coaching, and how can group coaching support them in developing their leadership practices?

In the study, the definition of coaching is inspired by of the GROW model – Goal setting, Reality check, Options available and Wrap up – produced by Whitmore (2004). Such an adaptation is seen in the coaching work with educational leaders by Robertson (2016). Brown and Grant (2010) developed the GROUP model – Goal; Reality; Options; Understanding others; and Perform – which takes into account that understanding others is the key factor of successful group coaching. The group coaching protocol used in the study emphasizes one participant in the group (the coachee) as the focus of the coaching process, whilst the other participants assist in the coaching role as co-coaches. The participants take turns to become the coachee. A group coach manages the process, using the protocol that ensures time is apportioned adequately and the process adheres to the agreed (Author et al b 2016).


Methodology, Methods, Research Instruments or Sources Used
The study has a qualitative comparative approach (Crotty, 1998). The National Principal Training Programmes (hereafter NPT programmes) in Norway and Sweden, including group coaching, were purposefully selected (Silverman, 2006) based on the model utilized for coaching in the programmes bacically following the same structure, but with differences in the preparation before and in the end of the sessions. These differences make the grounds for comparing. Furthermore, the coaching groups were selected by convenience based on easy access.

The Norwegian study sample consisted of two coaching groups with six participants, in sum twelve participants, with eight women and four men. All participants worked in compulsory or upper secondary schools in different parts of Norway.

Data were collected through observation of the coaching of each twelve participants, which lasted 45 minutes, and focused on the coaching topic the participants brought forth for coaching. A month after the observations, we collected data through a questionnaire sent to all twelve participants. Nine of the participants answered and returned their answers and reflections. The questionnaire was composed of background questions followed by open questions about what happened after the group coaching, if and how the group coaching was helpful regarding action planning and what they would do to develop their leadership practice further.  

The Swedish study sample consisted of observations of group coaching in four groups with five participants in the groups except one group that had six members. It was a total of twenty-one participants with sixteen women and four men. All participants were principals or assistant principals with less than three years in the position. They were working in preschool, compulsory school and upper secondary school. In the second step, four to five weeks after the observation, fourteen principals were interviewed. The questions in the interview were designed to get information on what happened after the coaching session and what support the coaching had given to deal with the challenge.

Written consent to participate was obtained from all participants.
The data analysis was guided and carried out inspired of the Braun and Clarke’s (2019) approach to reflexive thematic analysis (RTA) in a sequential six-phase process. We chose this approach because it is theoretically flexible, and it suits questions related to people’s experiences, view and perceptions. Moreover, in RTA we as researchers have an active role in the knowledge production process through reflexive engagement with theory, data and interpretation (Braun and Clarke’s (2019; 2020).

Conclusions, Expected Outcomes or Findings
In relation to the first research question, What kind of leadership challenges do school leaders bring forth for coaching, four categories were identified; Challenges in leading individuals, challenges in leading groups of teachers, challenges in relation to leaders in the same leadership team, and challenges in relation to him or herself as a leader.
The findings reflect that these Norwegian and Swedish school leaders have their main attention on establishing good relations with co-workers. By doing so they try to link system and reform needs and school and individual needs. However, we can see how they struggle to find a balance between the idea of a democratic leadership, which build on equal and collaborative relationships between leaders and staff, and necessary decision-making. In practice, the findings show that a Nordic leadership profile involves performing democratic leadership in parallel to meeting system level accountability demands
In relation to the second research question, the findings illustrate that during the coaching sessions the school leaders enhanced their understanding of the coaching themes in four ways: clarifying and understanding challenges, sorting out and distinguish between challenges, clarifying and understanding the leadership role and trying out new ways of acting. In the coaching sessions the leaders got insight to other leaders´ context and thereby increased their understanding of how leadership can be performed, which was a help in both clarifying, understanding and distinguish between their own leadership challenges. This illustrates how learning and professional development which takes place at the individual level can lead to organizational development. In addition, bringing together school leaders that discuss and give each other feedback, seems to be of great importance for the participants' understanding of the role.

References
Blackman, A. (2010). Coaching as a leadership development tool for teachers. Professional Development in Education, 36(3), 421-441.  

Braun, V., & Clarke, V. (2019). Reflecting on reflexive thematic analysis. Qualitative Research in Sport, Exercise & Health, 11(4). https://doi.org/10.1080/2159676X.2019.1628806

Braun, V., & Clarke, V. (2020). One size fits all? What counts as quality practice in (reflexive) thematic analysis? Qualitative Research in Psychology. Advance online publication. https://doi.org/10.1080/14780887.2020.1769238

Brown, S. W., & Grant, A. M. (2010). From GROW to GROUP: theoretical issues and a practical model for group coaching in organisations. Coaching: An International Journal of Theory, Research and Practice, 3(1), 30-45. doi:10.1080/17521880903559697

Bush, T., Glover, D., & Harris, A. (2007). Review of School Leadership Development. Nottingham: National College for School Leadership.

Creasy, J., & Patterson, F. (2005). Leading Coaching in Schools. Nottingham: National College for School Leadership.

Crotty, M. (1998). The Foundations of Social Research: Meaning and Perspective in the Research Process. London: SAGE Publications Inc

Earley, P., Weindling, D., Bubb, S., Evans, J., & Glenn, M. (2008). valuation of the FUTURE LEADERS Pilot Programme. Final Report. Nottingham: National College for School Leadership.

Forde, C., McMahon, M., Gronn, P., & Martin, M. (2012). Being a Leadership Development Coach: A Multi-Faceted Role. Educational Management Administration & Leadership, 41(1), 105-119. doi:10.1177/1741143212462699

Fullan, M. (2018). Surreal Change: The Real Life of Transforming Public Education. New York: Routledge.

Hanbury, M. (2009). Leadership Coaching: An Evaluation of the Effectiveness of Leadership Coaching as a Strategy to Support Succession Planning. Nottingham: National College for School Leadership.

Lumby, J., Crow, G., & Pashiardis, P. (2008). International Handbook on the Preparation and Development of School Leaders. New York: Taylor and Francis.

McKinsey & Company. (2010). Capturing the leadership premium: how the world’s top school systems are building leadership capacity for the future (Publication no. http://mckinseyonsociety.com/downloads/reports/Education/schoolleadership_final.pdf). (November 2010). Retrieved 09.02.2015

Robertson, J. (2016). Coaching Leadership: Building Educational Leadership Capacity through Coaching Partnerships (Second ed.). Wellington: NZCER PRESS.

Robertson, J., & Earl, L. M. (2014). Leadership learning: Aspiring principals developing the dispositions that count. Journal of of Educational Leadership, Policy and Practice, 29(2), 3-17.  

Simkins, T., Coldwell, M., Caillau, I., Finlayson, H., & Morgan, A. (2006). Coaching as an in-school leadership development strategy: Experience from leading from the middle. Professional Development in Education, 32(3), 321-340.

Whitmore, J. (2004). Coaching for performance: GROWing people, performance, and purpose. London: Nicholas Brealy Publishing.

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Author (2016).


26. Educational Leadership
Paper

Different Streams in School Principals’ Professional Development Become Diverse Teachers’ Participation Models. A Multilevel Analysis.

Jon Martínez Recio, Reyes Hernandez Castilla

Universidad Autónoma de Madrid, Spain

Presenting Author: Martínez Recio, Jon; Hernandez Castilla, Reyes

Different educational research traditions have shown that the quality of school leadership is one of the factors with the greatest impact on student performance (Hattie, 2015). Therefore, for decades, school leadership has been one of the most flourishing lines in educational research, concluding that leaders who set common goals, promote teacher development and establish satisfactory relationships with their school community achieve better outcomes (Day et al., 2016). Diverse studies indicate that in high-performing and excellent schools, principals adapt their leadership practices according to specific needs and situations (Rehman, Khan & Waheed, 2019). Bastian and Henry (2015) described that some personal traits of the principals improve students’ achievement, as they influence teacher retention and development, as well as school’s working conditions. Pietsch and Tulowitzki (2017) estimated the effects different leadership models have on the instructional practices of teachers, finding the significance of being focused on the quality of teaching in classrooms. However, it is necessary to analyze from the evidence which are the practices developed by principals that have a more substantial impact on student's performance.

Likewise, Izquierdo (2016) emphasizes the need to increase school management autonomy and students' academic objectives monitoring. Recently, Huang et al. (2020) studied the relationships between principal leadership, teacher-related factors (job satisfaction, teaching self-efficacy, and collaboration), and student performance in science. Therefore, it is essential to analyze the practices of principals.

Thus, there are different models in the management career. In this study, four different models, from four different countries, were chosen. In the UK, previous experience is required to become a principal. But other merit like being senior managers or deputy managers are part of the competition. In addition, some professional development training, such as the National Professional Qualification for Management, accredited by the Department of Education, is desirable. Something similar happens in France, where headteachers are recruited by competition, aptitude list, or secondment. There is no compulsory training, but several years of experience are required. In Spain, in addition to the necessary skills and experience, principals must develop a school project that will be implemented. Likewise, another legal requirement is an aptitude evaluation for the position. This is like the States, principals must have a master's degree in educational leadership or educational administration, as well as several years of teaching experience.

Moreover, the roles and practices are different in these countries. In the U.K., headteachers will typically distribute leadership and management with their workforce, so all the roles are played, while they maintain a strategic supervision or monitoring (Day & Armstrong, 2016). In France, though, pedagogical decision making is carried out by school principals, as their responsibilities lie on management, evaluation and on teachers’ motivation (Ortega-Rodriguez, 2022). However, in practice, they share a static vision of leadership, culminating in the pure management of schools (Normand, 2016). Also, teachers benefit from great pedagogical autonomy, due to just accounting to their inspectors and not to their principals (Normand, 2016). Conversely, López-Rupérez et al. (2020) observed that a significant proportion of Spanish principals carry out leadership practices related exclusively to management. When asked about their roles and responsibilities, U.S. principals stated to give their priority to providing a safe and nurturing environment “for students to make effective academic, emotional and social progress” (Chang et al, 2019; pp 49), although their roles are more related to the instructional leadership.

This study aims to analyze the effect of certain principal practices on the academic performance of 15-year-old students in science, comparing four different models in four countries: United States, United Kingdom, France and Spain.


Methodology, Methods, Research Instruments or Sources Used
This project is part of the R&D&i Project "Working conditions of school directors and impact on their emotional economy. Analysis from a national and international perspective", of the State Program for the Promotion of Scientific and Technical Research of Excellence (Ref.: RTI2018-094851-B-I00).
In this research, we present a secondary analysis of the Program for International Student Assessment (PISA) 2015 database. Hence, it is an ex post facto design aiming to study the impact on the level of performance of 15-year-old students of some leadership practices of principals.
First, a multilevel regression analysis was performed, to understand the relation between the models and students’ performance. Each performance value is composed of ten plausible values, which offer a distribution for each individual in the sample. To be able to use these plausible values, we used the SPSS macros offered in the PISA Data Analysis Manual (Tourón et al., 2019). Later, to better understand the effect of different practices have on performance, each practice was studied separately. The frequency and average of impact on performance were calculated.
As a dependent variable, we chose performance in the Science test, because in 2015 PISA was focused on this discipline. As independent variables, the answers that the principals gave in the school questionnaire. The questions related to leadership (SC009Q##TA) were selected, specifically to the questions related to the index of teacher participation in leadership, as described in the technical report (LEADTCH; OECD, 2017):
• I provide staff with opportunities to participate in school decision-making.
• I engage teachers to help build a school culture of continuous improvement.
• I ask teachers to participate in reviewing management practices.

Conclusions, Expected Outcomes or Findings
When comparing the impact that the practices have in students’ outcomes and the frequencies principals execute them, the first idea that emerges is that they are not always adjusted. For example, in the USA the most common frequency when principals allow teachers to participate in school decision making and promote the culture of improvement is 3 or 4 times a year. However, this frequency triggers the biggest decreases in the outcomes. Something similar happens in the UK when promoting the culture or in France when reviewing the management practices.
The reasons for these differences may be based on the educational systems, as all of them allow different roles and practices to principals. But it can also be related to the principal career and previous formation of principals. Many countries, as USA, are considering forcing principals to have previous formation, instead of just considering it something desirable, like the UK or France. Other countries, as Spain, do not even consider it when applying for the role, being fundamental the years of expertise and the project to the school they apply for.
Moreover, it is important to allow principals to have access to these studies. Under the thinking of “the more the better”, some principals do not reflect on their own about the best moment to develop certain practices and believe they should perform them as much as possible. In general, we can see this is so just in one of our four countries of study. Each practice has an appropriate frequency in each country.
We should also take into consideration the point of view of teachers when principals perform these practices. Some teachers may feel it is positive to be considered in school decision-making, but others may consider it is not their role. Therefore, further analysis in this direction is necessary.

References
Bastian KC, Henry GT. The Apprentice: Pathways to the Principalship and Student Achievement. Educational Administration Quarterly. 2015;51(4):600-639.
Chan, T. C., Jiang, B., Chandler, M., Morris, R., Rebisz, S., Turan, S., Shu, Z & Kpeglo, S. (2019). School Principals' Self-Perceptions of Their Roles and Responsibilities in Six Countries. New Waves-Educational Research and Development Journal, 22(2), 37-61.
Day, C. & Armostrong, P. (2016) England: School leadership research in England. In H. Ärsletig, C. Day & O. Johanson. (Eds.) A decade of research on school principals. Cases from 24 countries. (pp 245-268). Springer.
Day, C., Gu, Q., & Sammons, P. (2016). The Impact of Leadership on Student Outcomes: How Successful School Leaders Use Transformational and Instructional Strategies to Make a Difference. Educational Administration Quarterly, 52(2), 221–258.
Hattie, J. (2015). What Doesn’t Work in Education: The Politics of Distraction, Londres, Pearson.
Huang Wu, Jianping Shen, Ya Zhang & Yunzheng Zheng (2020). Examining the effect of principal leadership on student science achievement, International Journal of Science Education, 42(6), 1017-1039
Izquierdo, D. (2016). ¿Qué hacen los directores de centros escolares? Las prácticas de dirección en España a partir de los estudios internacionales PISA y TALIS. Revista complutense de educación, 27(3), 1193-1209.
López Rupérez, F., García García, I., & Expósito-Casas, E. (2020). School Leadership in Spain. Evidence from PISA 2015 assessment and Recommendations. Leadership and Policy in Schools, 1–20.
Marcus Pietsch & Pierre Tulowitzki (2017) Disentangling school leadership and its ties to instructional practices – an empirical comparison of various leadership styles, School Effectiveness and School Improvement, 28:4, 629-649
Normand, R. (2016). France: Between civil service and Republican ethics – The statist vision of leadership among French principals. In H. Ärsletig, C. Day & O. Johanson. (Eds.) A decade of research on school principals. Cases from 24 countries. (pp 365-374). Springer.
OECD (2017). PISA 2015 Technical Report.
Ortega-Rodríguez, P. J. (2022). La autonomía escolar en Europa: aportaciones para la innovación educativa. Revista Española de Educación Comparada, (41), 10-27.
Rehman, A. U., Khan, M. I. & Waheed, Z., (2019). School heads’ perceptions about their leadership styles: A qualitative study. Journal of Education and Educational Development, 6(1), 138-153
Tourón, J., Navarro-Asencio, E., Lizasoain, L., López-González, E., & García-San Pedro, M. J. (2019). How teachers’ practices and students’ attitudes towards technology affect mathematics achievement: results and insights from PISA 2012. Research Papers in Education, 34(3), 263–275.


26. Educational Leadership
Paper

School Leadership Development as School University Partnership- Tracing Relationships Across Episodes

Ruth Jensen1, Kjersti Løken Ødegaard1, Hedvig Neerland Abrahamsen1, Ann Elisabeth Gunnulfsen1, Kristin Helstad2

1University of Oslo, Norway; 2OsloMetropolianUniversity

Presenting Author: Jensen, Ruth; Gunnulfsen, Ann Elisabeth

Every year, organizations spend considerable amounts of money to train their leaders. The training might take place through “the education of leaders" (settings where aspiring and practicing school leaders are enrolled in programs that confer formal qualifications) or through “school leadership development” in workshops, networks or partnerships that offer continuing development without bestowing formal qualifications. The present study examines ongoing school leadership development as a research-practice partnership (RPP) between schools and universities in a reform context.The emphasis on school reforms is considerable and increasing internationally (Røvik et al. 2014). The process of implementing reform intentions is both long and complicated (Cuban, 1988). Reforms initiated at the central level often face problems when interpreting and implementing these initiatives locally. It may take time before the reforms bring about changes in the school organization (Karseth & Møller, 2014). In order to guide transformational work at the school level, reform initiatives from above and local initiatives from below must be interpreted and executed as concrete actions (Røvik et al., 2014). There is a need to be more sensitive to how reforms are negotiated and how they play out in local contexts (Rasmussen & Ludvigsen, 2009). One problem with reform research is that limited attention has been paid to the interpretation of the intentions of reforms and the negotiation of priorities at different levels in the reform work (Olson, 2003). The present study focuses on reform work in RPP at a school level. Several methods have been tried to support developmental work in RPP such as action research, design research and critical friendship. The present study implies formative interventions in so-called Change Laboratories (CL) (Engeström, 2001). Researchers and practitioners meet in workshops to explore various issues arising in workplaces. Reviews on "formative interventions" in CL the last 25 years (Engeström & Sannino, 2010; Sannino & Engeström, 2018) states that the method has been used in health and industrial work, teacher education, nursing education, vocational education, as well as the postal system. However, CL has to a limited degree been introduced in educational settings.There are however some exceptions. One study (Author 1, 2014, 2022) examined leadership development in a team consisting of principals, municipal-level leaders, and researchers, while Jachellen & Postholm (2022) examined a university–school collaboration as an arena for community-building in teacher education. Whether explorative work on leadership issues in CL becomes conducive to any changes in daily leadership practices is an empirical and a methodological question which raises issues of causality in qualitative research. Causal relationships are traditionally examined in quantitative research, although some researchers (Miles and Huberman 1989; Miller and Fredericks 1987) have attempted to reestablish both the legitimacy and potential of causal and qualitative analyses of empirical data. The attention in the present study is the ongoing processes in CL. The assumption is that the result is achieved in the processes (Engeström 2011). Theoretically, we built on third generation of CHAT which makes it possible to study developmental work in boundary spaces across activity systems such as schools and universities by tracing what is being worked on here and now in terms of different problem-spaces (situation constructed objects) (Engetsröm, 1999). The empirical data in the present study is examined with the help of three layers of causation (Engeström (2011). The purpose of the paper is to contribute with methodological insights into how causational relationships can be studied qualitatively in RPP. The following research questions have guided the contribution:

  1. How can causational relationships be traced in research-practices-partnership with a CHAT approach?
  2. What is the potential of tracing causaltional relationships in school leadership development

Methodology, Methods, Research Instruments or Sources Used
The analyses is illustrated with examples from three upper secondary schools in Norway which have collaborated with researchers from a university since 2020. The innovation part of the present empirical study consists of eight workshops of two hours in the three schools which are led by the researchers. To ensure that the work conducted in the laboratories leads to testing and follow-up in daily leadership practice, three different types of “triggers” are introduced which may push change processes (Engeström, 2001) such as data from the school which mirrors the practice itself, theoretical models and analytical concepts that may bring conversations and reflections to a higher analytical level and help to clarify tensions that may prevent progress, and specific questions about the past, present, and future leadership practices. In formative interventions, it is the practitioners' need for change that constitutes the starting point rather than the researcher's needs, which is often the case in experimental design. The process of formative interventions is characterized by negotiation and collaboration between researchers and practitioners rather than implementing changes that are predetermined. The purpose of formative interventions is to develop action skills among practitioners. The role of the researcher in formative interventions is to provoke processes that are led by practitioners to solve problems and deal with dilemmas, whereas in experimental design it is important to control variables.These are particularly important aspects of change work that require the interpretation and development of professional judgment, which is a turning point in the leadership of reform work.  

The processes in CL have been video-recorded for research purposes. The video data for the present study consists of 24 hours of videotaped material from each case. The data also consists of diverse materials which has been introduced in the workshops. All video data have been transcribed. The transcripts from each case have been divided into episodes (subject specific objects). A new episode was delimited by a start or a thematic shift pertaining to the situational object (what was worked on here and now). We developed criteria for the selection of what Barab et al. (2001) conceptualized as "action relevant episodes" (ARE). For this article, we looked for episodes that could Preliminary findings suggest that causal relationships become visible in the process data of school leadership development across episodes.



Conclusions, Expected Outcomes or Findings
Expected Outcomes:
Causational relationships can be traced in research-practices-partnership with CHAT guided by theory on three layers of causality by switching between attention to the trajectory of the partnership in terms of project object and situastional objects here and now be following specific issues being worked on. It requires attention to what motivates and drives the engagments in the teams under study rather than individual actions. The potential of tracing causational relationships in school leadership development is to contribute with insights into what triggers development over time and what matters become condusive to new perspectives and actions in school leadership. More emperical cases is needed to test out the present methdology.

References
Abbott, A. (1992). From causes to events: Notes on narrative positivism. Sociological Methods and Research, 20(4), 428–455.
Barab, S., Hay, S., & Yamagata-Lynch, L. (2001). Constructing networks of action-relevant episodes: An in-situ research methodology. Journal of the Learning Sciences, 10(1), 63–112.
Engeström, Y. (1999b). Innovative learning in work teams: Analyzing cycles of knowledge creation in practice. I: Y.
Engeström, R.- L. Punamäki- Gitai & R. Miettinen (red), Perspectives on Activity Theory (s. 377– 404). Cambridge:
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Engeström, Y. (2001). Expansive learning at work: Toward an activity theoretical reconceptualization. Journal of Education
and Work, 14(1), 133–156.
Engeström, Y. (2011). Activity theory and learning at work. I M. Malloch, L. Cairns, K. Evans & B. N. O’Connor (red.), The
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Engeström, Y. & Sannino, A. (2010). Studies of expansive learning: Foundations, findings and future challenges.
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Karseth, B. & Møller, J. (2014). «Hit eit steg og dit eit steg» – Et institusjonelt blikk på reformarbeid i skolen. Norsk pedagogisk tidsskrift, 98(6), 452–468.

Miles, M., & Huberman, M. (1989). Some procedures for causal analysis of multiple-case data. Interna-
tion Journal of Qualitative Studies in Education, 2(1), 55–68.
Miller, S. I., & Fredericks, M. (1987). The confirmation of hypotheses in qualitative research. Methodika,
1(1), 25–40.
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Røvik, K. A., Eilertsen, T. V., & Furu, E. M. (Eds.). (2014). Reformideer i norsk skole: spredning, oversettelse og implementering. Cappelen Damm Akademisk.
 

 
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