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CountryNote/InstructionalLeaders
attheMiddleTierNo.5/2023
Transformingheadteachers
intomiddletiersystemleaders
inWales
?IanGerrard.IanisaheadteacherandAssociateoftheNationalAcademyofEducationalLeadership.
Toimproveteachingandlearningoutcomes,teachersandheadteachersneedwhole-systemsupporttobuildprofessionalismandenhancetheirpractice.Rolesatthemiddletierofeducationsystems,orthoseprofessionalsworkingbetweentheschoolandcentrallevel,offeruniquecapacitiestofacilitatecollaboration,brokerknowledge,scaleinnovations,andprovideinstructionaldirectiontoschool-levelpractitioners.
Thisresearch,conductedasacollaborativepartnershipbetweenIIEP-UNESCOandEdu-cationDevelopmentTrust(EDT),exploreshowmiddle-tierinstructionalleaderscanbecomeanexusforchangetoimprovethequalityofeducation.Itfocusesonhighlightingpromisingpracticesgloballyandisdesignedtodrawoutinsightsandlessonsforbothpolicy-makersandpractitioners.
IIEPandEDTconductedcasestudiesinfivejurisdictions–Delhi(India),Jordan,Rwanda,Shanghai(China),andWales–wherenewroleshavebeencreatedorexistingrolesre-orientedtowardscoachingandsupport.Thestudiesexploredtheprofessionalpracticesandperceivedimpactsofinstructionalleaders,andtheenablingfactorspresentinthesystemsinwhichtheywork.
Thiscountrynoteaimstouncoverhowthe
middle-tierstructureinWaleshelpstolead
awholelearningsystemreformtoenhance
collaborativeprofessionalismamongteachers.
Methodology
Evidenceforthiscasestudydrawsfromdesk
andfieldresearch,whichincludedinterviewsconductedfromFebruarytoMay2020withindividualassociatesfromCohorts1and2;afocusgroupworkshopofassociates;andinterviewswithindividualswhohavecloseworkingrelationshipswithassociates(e.g.deputyheadsandschoolboardofficials).SomeinterviewsoccurredinWalesinpersonpriortotheCOVID-19pandemic,whilesomewereshiftedtoover-the-phoneinterviewsduringthepandemic.
BOX1
Anewassociateroleforheadteachers
Sincethedisappointingperformanceinthe
2009ProgrammeforInternationalStudent
Assessment(PISA),Waleshasreformed
itseducationsystemambitiouslyand
comprehensively.Onesuchreformincluded
thecreationoftheNationalAcademyfor
EducationalLeadership(NAEL)in2016.Its
specificgoalwascreatingaprofessional
CountryNote/InstructionalLeaders
attheMiddleTierNo.5/2023
developmentprogrammetodevelopheadteachersasschool-basedsystemleadersandbuildcapacityforsystemleadership.In2018,thisprogrammewasofficiallylaunchedastheAcademyAssociatesProgramme(AAP),inwhichcurrent,high-performingheadteachersserveasassociates.
Participantsarereleasedfromtheirindividualschoolsonedayperweektofulfilassociateroles.Theassociaterolewasdesignedtoberelativelyflexibletotailorandbuildtheroleaccordingtoeachassociate’sexperienceandinterests.AsoneNAELstaffmemberdescribed,‘Westartoffwithacertainamountof[activities]beingmandatoryanddirected.Therearestillelementsthataremandatory,butwemoveintoaself-directedrole’.Associatesparticipateinseminarswitheducationexperts,communitiesofpractice,coachingsessions,andaresearch-basedpolicyproject,calledacommission,toprovideguidancetopolicy-makersonprominentissues,forinstance,well-beingandbetteroutcomesforallortheWelshcultureandlanguage.
Havingrecentlyinductedthethirdcohortofassociates,eachcohortconsistsofninetotwelveindividualswhomaintainthisroleforathree-yearperiod,creatinganewgenerationofschoolleaders.Uniquely,theassociaterolewasco-constructedbythefirstcohortwhiletheywereexperiencingtheprogramme.Althoughayoungprogramme,associates,programmestaff,andindividualswhoworkwithassociatesperceivedthatAAPisstartingtoaffectmindsetsandskillsinindividuals,schools,andthelargersystem.
Basedonanalysisforthisstudy,interestingfeaturesofthismiddle-tierinitiativeinclude:
—Associatesworkbetweenpolicyandpractice,allowingthemtoserveasanauthenticvoiceoftheprofessioninthepolicylandscapewhiletranslatingpolicyforschools.
—Adistributedleadershipapproach,wherebyleadershipfunctionsarespreadovermanyindividuals,facilitatingmorecollaboration:
educatorsandschoolsacrossWaleshavebegunworkingtogetherinnewwayswiththeideathatleadershipisforall.
—Theprocessofco-constructioncanopenmindsetsforchangeandenhanceparticipantconnectiontoaprogrammedespitebeingcomplexwork.
Middle-tierrolesshowpotentialto
coordinatethesystem
TheWelshmiddletierisdenselypopulated,with15differentagenciesandmanytrainingproviders,whichislargeconsideringthesystem’soverallsmallsize(Waters,Jones,andMacdonald,2018).Associateshavethepotentialtocoordinateacrosslocationsandsystemlevels.Itisinthiscontextthatassociatesweredescribedascatalystsorlinks.Thispotentialtoactasaconduitwasintentional:asaNAELstaffmemberoutlined,‘wewantedtodifferentiateitfromthesortofnormalsystemleadershipschoolleadersengagein…[theassociates]weretheinterfaceinthemiddleofatrianglewhichwasWelshgovernment,nationalacademy,andschoolleaders’.TheAAPappearstoexpandprofessionalnetworks,allowingforagreaterconnectionandalignmentbetweeneducatorsacrossthecountry.Anassociateexplainedthat‘everybodywasdoingtheirownthing…butit’sallstartingtoalign’.
Sinceassociatessimultaneouslyserveasheadteachers,theAAPisanopportunitytogiveheadteachersmoreofavoice,particularlywithworkaroundthecommission.Oneassociateemphasizedtheimportanceofspeakingoutfortheprofession,explainingthatpolicy-makers‘needtoknowtheimpact[policy]willhaveonschools…Ifeelwearetheonlyvoice’.Thisisencouragingtootherheadteachersasintervieweesmentionedtheyfelttheassociatesweretheiradvocates,sincepolicieswere‘beingcheckedbysomebodywhoknowshowitisinreallife’(headteacher).Betterrepresentationoftheprofessionisbeneficialnotonlytoheadteachersbuttopolicy-makers,asassociatesprovidethemwithacriticalinsight‘becauseyourcredibilityasaschoolleaderdiminishes
CountryNote/InstructionalLeaders
attheMiddleTierNo.5/2023
quicklythelongerthatyouareoutofthatsetting…So…theotherpeoplearoundthetablehavetolisten’.Thestatusthatcomeswiththeassociaterolefurtherlegitimizesthisperspective.
Atthesametime,associatesspeakforthegovernmenttoincreasebuy-inforreformsastheycanbetterexplainpoliciestoschoolpractitioners.Associateshavelearned,amongotherthings,tobetterunderstandthewiderreformcontext:tohavea‘senseofthebiggerpurpose’and‘whythingsarehappeninginthewaythey’rehappening’.Thisenablesthemtoplayapivotalroleintranslatingpolicy,linkingtheWelshgovernmentandschools,actingasa‘missionary’(associate).Associatesserveaspolicyadvocateswhomakepolicymeaningfulforaschoolsetting.Theyhelpbuildownershipofreforms,sincetheycome‘fromthegroundupratherthan[a]pre-prescribedleadershipprogramme…Theyareencouragingautonomyfromleadersthemselves’(supervisortoanassociate).
Newleadershipskillshelpdevelop
collaborativeresponsibility
ByparticipatingintheAAP,associatesandtheircolleaguesdevelopednewinter-personalskills,involvingcommunicationandcollaborationskills.Morespecifically,inter-vieweesdescribedaredefinitionofleadershipstylesandashifttowardscollectiveresponsibility.
Associateshaverealizedthatthereisnotaone-size-fits-allleadershipstyle.Someareshiftingfromatop-downleadershipstyletoadistributedstyle,withleadershipfunctionsbeingspreadovermultipleindividuals,expandingleadershippotential(Spillane,Halverson,andDiamond,2001).Associatesattributedtheirabilitytoadoptthisleadershipapproachtothetrainingreceived.Itwasappreciatedbycolleagues,asadeputyheadhighlighted:‘Ithinkthedistributivenatureofleadershipismoreapparentthanitwas…sothathasbeenahugebenefit’.
Inhindsight,Iwastheheadwithcontrol…Thishastaughtmethatyoudon’thavetobelikethat.Forinstance,lastyear,[for]ourschooldevelopmentplan…Iendeduptotallygivingittothestafftowrite…Theydideverythingandtheyowneditanditwasthemostsuccessful[plan]in16years…thatpracticewasthensharedwithothers…Earlyintheschoolwehadthedelegationoftasks,truedistributedleadership.Allofthoseelementshavedefinitelyevolved.(Associate)
Thosewhoworkwithassociatesinschools,suchasdeputyheads,describedsteppingintoleadershiprolesthemselves.Anadditionallearningneedscoordinatorreportedfeelingmore‘confidentandinformed’,withsomeintervieweesbeginningtoleadprofessionaldevelopmenttrainingsessions.Thisapparentshifttodistributiveleadershipisespeciallypromisingbecausedistributedleadershipcanhaveapositiveinfluenceonoutcomeswhilecreatingaself-improvingsystem(HarrisandMuijs,2004).
Lastly,thisnewwayofworkingappearstobespreading,astheAAPhasraisedtheprofessionalexpectationsofschoolleaders,withassociatesservingasrolemodelsofcollaborativeprofessionalism.Aheadteacherexplainedthattheassociatecriteria‘mademereflectonmyownpracticeandthink…“Ioughttodoalittlebitmorearoundsupportingothers”’,sotheyestablishedtrainingsessionsthroughoutthecluster.Thus,associatesserveasthebenchmarkforbestpractices,advancingprofessionalstandardsforschoolleaders.
Programmeco-constructionservedto
challengemindsetstowardschange
Theprogramme’sfirstcohortco-constructedtheassociateroletogether.Thatis,theyengagedin‘themutualprocessofdevelopingsharedknowledgeandbuildingsharedmeaningbyrefining,buildingon,ormodifyinganoriginal…understandinginsomeway…leadingtosharedknowledgeandnew
CountryNote/InstructionalLeaders
attheMiddleTierNo.5/2023
meaning’(EDT,2018:17).Associatesgaveregularfeedback–animportantaspectoftheirlearningexperience.
Thiswaschallenging;asanassociateexplained,theAAP‘reallytookyououtofyourcomfortzonebutthenwhenyoulookbackyousee[it]reallypushedyou’.Someassociatesexpressedthatthisprocessgavethemmoreownership,saying,‘wehelpedconstructtheacademy,soIthinkthat’spossiblywhyyoufeelarealbondwithit…itgivesyoufaiththatco-constructiondoeswork’.Whilehesitantatfirst,associatesbegantoappreciatetheabilitytoenhancetheprogrammeastheymadetherolemoreresponsivetotheirneeds.Therefore,theroleisnotfixed,astheyhaveagencytomouldtheirroletotheirstrengthsandcontexts.Asanassociatereflected,‘itishavinganimpactinmanydifferentways…we’vealltakenondifferentroles…we’reallgrowinginourownway’.Co-constructionallowedassociatestofeelmoredeeplyconnectedtotheprogramme,whileaddinglegitimacysinceitwasmadebyheadteachers.
Toprepareforco-construction,NAELfacili-tated‘a(chǎn)lotofworkonlearningmindsets’(EDTprogrammestaff).Thisincludedanincreasedwillingnesstogrow,withassociatesnotedbeingmorewillingtoworkoutsidetheircomfortzones.Thus,co-constructionseemstohaveallowedassociatestothinkdifferentlyandengagewithnewknowledge,whichhastranslatedintotheirwork.Theyfoundtheydevelopedamoreresilientmindset,‘tryingtofindsolutionstotheproblemsasopposedtopointingoutwhattheproblemsareandgoingaroundinthesamecircle’(associate).Thishasincludedawillingnesstotakerisksbyviewingnewtasksaslearningopportunities.
Anassociatedescribedtheco-constructionprocessas‘challenginginsomeways[but]alsoanopportunity’.NAELstafffoundthatastimewenton,associatesdevelopedagreateropennesstowardslearning.‘More[associates]areenquiringaround,“WhatcanIdonext?CanIdoamasters?WhatshouldIdoinordertocontinueimproving?”So,therehasbeenashift’.Intervieweesreportedthattheprofessionhasshiftedtoamore‘enquiry-
driven’approachtoprofessionallearning,withmoreopennesstotheprocessoflearning,enablingaself-improvingsystem.
Takeaways
Althoughnew,theAAPhasshownpromisethatasmallnumberofsystemleaderscanhaveasignificanteffectbyservingaslinch-pinsingeneratingself-improvinglearningorganizations.LessonscanbedrawnfromtheAAP’sstrengthsandchallengesexperienced.
1.Newprogrammestargetingthemiddletiershouldaddressweakpointsinthesystem
TheAAPappearstobesuccessfulasitfillsagapintheprofessionaldevelopmentofsystemleadership:itisdevelopingschoolleadersassystemleadersbyputtingschoolleadershipinthespotlightandservingasalinkinthesystem.NAELhascreatedtheAAPinitiativetobeamoreinclusiveorganization,bringinghigh-performingschoolleadersintopolicyreform,whichallowsforfurtherintegrationintotheeducationsystemanddiversityofthought.
2.Aclearcommunicationstrategycaneffectivelyboostvisibilityofnewprogrammes
ThemajorchallengestheAAPhasexperi-enced(recruitingdiversecandidates,develop-ingstablerelationships,generatingsupportattheschoollevel,andsettingthemselvesapartinthemiddletier)all,inpart,stemfromthecoreissueofcommunicationandmessag-ing.GiventhecomplexityoftheAAP,withthemanyactivitiestheassociatescompleteandtheprogrammeadaptsperyear,aclearcom-municationstrategyisespeciallycrucial.
3.Strongmonitoringandevaluationsystemsarecrucialforenhancingthelegitimacyandcredibilityofprogrammes
Giventheindividualizednatureofthispro-gramme,monitoringandevaluatingprogrammedesignandimplementationcouldhelptoestablishtheAAP’slegitimacy,boostvisibility,andallowNAELtoadapttheAAPasnecessary.Longitudinalsurveysmaybeanappropriatetypeofevaluationtohelppolicy-makersandplannersbetterunderstandtheimpactoftheirmiddle-tierprogrammingandimplementation.
Author
References
CountryNote/InstructionalLeaders
attheMiddleTierNo.5/2023
4.Co-constructioncanbechallengingbutisbeneficialincreatingasenseofownership
Alessonlearnedthroughtheco-construc-tionwasthatwhilebeingessentialforsus-tainabilityandcreatingasenseofownershipamongassociates,co-constructionrequiredasignificantamountoftime.However,co-constructionhasfosteredamindsetshifttowardscontinualgrowthinparticipantsandincreasedownershipoftheprogramme.
5.Itisimportanttobalancedevelopingagencyinchangeagentswithintentionalroledesign
Forsomestakeholders,theassociateoffertoschoolsandleadersneedsbetterdefinition.Theacademymaywishtoconsiderwhetheraclearerroleforassociatesmaybenecessary,intermsofqualityassuranceandsolidifyingtheirpositionandrelationshipsinthemiddle
tier.However,theinformalnatureoftherole
allowsfortheAAPtobetteradapttothe
needsofthesystemandrelatetoschools.
Sinceassociateskeeptheirresponsibilityas
headteachers,theycanguidelocalactions
towardsreformprioritiesandserveasthe
voiceoftheprofession.
6.Mindsetsandcollaborativeresponsibilityare
essentialinpushingtowardsabroadersystem
change
Leadershipstyleshaveshiftedtowardsdis-
tributiveleadership,fosteringcollective
responsibilitywhilelinkinged
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