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Disabling conditions: Investigating instructional leadership teams in action Jennie Miles Weiner Ó Springer Science+Business Media Dordrecht 2014 Abstract This study investigated why and how principals selected members for their instructional leadership team (ILT) and how this selection criteria and process may have impacted team members’ understandings of, and behaviors on, the team. Qualitative methods, specifically interviews and observations, were used to explore team members’ perceptions regarding the team’s purpose, function, and selection criteria as well as how these perceptions seemed to impact team members’ behaviors. Data were collected for a period of 8 months during the 2011–2012 school year from ILT in four, in-district charter schools. Results suggest that principals had difficulty articulating their teams’ purposes and functions, with the latter remaining primarily informational or consultative; members were not given decision-making authority. Additionally, when selecting team members, principals prioritized broad representation of teacher groups over other criteria. This focus on role representation above expertise, coupled with teachers’ tendencies to embrace traditional professional norms, limited ILT members’ abilities to effectively work together to lead instructional reform. Keywords Educational leadership Á Educational change Á Teacher Collaboration Á Shared leadership Introduction In the 1970s, Lortie (1975) characterized the teaching profession as lacking a strong technical culture and embracing professional norms of autonomy, egalitarianism, and conservatism. Since then, various reforms have been introduced to reform school culture and improve educational outcomes. Some, like those promoted by the J. M. Weiner (&) Neag School of Education, 249 Glenbrook Road, Unit 3093, Storrs, CT 06269, USA e-mail: [email protected] 123 J Educ Change DOI 10.1007/s10833-014-9233-1

Disabling conditions: Investigating instructional leadership teams in action

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Page 1: Disabling conditions: Investigating instructional leadership teams in action

Disabling conditions: Investigating instructionalleadership teams in action

Jennie Miles Weiner

� Springer Science+Business Media Dordrecht 2014

Abstract This study investigated why and how principals selected members for

their instructional leadership team (ILT) and how this selection criteria and process

may have impacted team members’ understandings of, and behaviors on, the team.

Qualitative methods, specifically interviews and observations, were used to explore

team members’ perceptions regarding the team’s purpose, function, and selection

criteria as well as how these perceptions seemed to impact team members’

behaviors. Data were collected for a period of 8 months during the 2011–2012

school year from ILT in four, in-district charter schools. Results suggest that

principals had difficulty articulating their teams’ purposes and functions, with the

latter remaining primarily informational or consultative; members were not given

decision-making authority. Additionally, when selecting team members, principals

prioritized broad representation of teacher groups over other criteria. This focus on

role representation above expertise, coupled with teachers’ tendencies to embrace

traditional professional norms, limited ILT members’ abilities to effectively work

together to lead instructional reform.

Keywords Educational leadership � Educational change �Teacher Collaboration � Shared leadership

Introduction

In the 1970s, Lortie (1975) characterized the teaching profession as lacking a strong

technical culture and embracing professional norms of autonomy, egalitarianism, and

conservatism. Since then, various reforms have been introduced to reform school

culture and improve educational outcomes. Some, like those promoted by the

J. M. Weiner (&)

Neag School of Education, 249 Glenbrook Road, Unit 3093, Storrs, CT 06269, USA

e-mail: [email protected]

123

J Educ Change

DOI 10.1007/s10833-014-9233-1

Page 2: Disabling conditions: Investigating instructional leadership teams in action

accountability movement, take a ‘‘carrot and stick’’ approach, attempting to use

performance measures to change teacher behaviors (DuFour and Mattos 2013; Jacobs

2005). Others, like charter schools, take the view that bureaucratic structures create

school cultures unresponsive to change, and therefore leverage market forces to

support reform (Chubb and Moe 1988; Walberg and Bast 2003). Despite these

attempts and nearly 40 years after Lortie’s observations, questions remain about

whether these or other myriad reforms have made positives changes to school culture

(Ballet et al. 2006; Valli and Buese 2007; Hill and Barth 2004), instruction (Horn and

Miron 1999; Preston et al. 2012), or student achievement (Hemelt 2011; Stuit 2010).

Perhaps partially in response to the absence of real change as a result of these

reforms, many reformers’ focus has shifted to the intersection between school

culture and teacher daily practice, and on creating opportunities for administrators,

teachers, and other stakeholders to engage in collective learning and leadership

activities (Copland 2003; Hallinger 2011; Wahlstrom et al. 2010; Wells and Feun

2007). By reshaping teachers’ roles in school decision-making, these collective

leadership activities are thought to shift school culture to enhance teachers’

inclinations to innovate and implement reforms (Fletcher and Kaufer 2003; Gronn

2000; Spillane et al. 2001; Wahlstrom et al. 2010), and their instructional

proficiency, thereby improving student achievement (Barth 2001; Hallinger 2011,

2003; Harris and Muijs 2004; Hart 1990). While these potential positive outcomes

are often touted, questions nonetheless remain about how best to implement shared

leadership and what it actually looks like in action (Harris et al. 2007; Harris 2008;

Wells and Feun 2007, 2012).

Even so, many schools have implemented shared leadership models, including

school leadership teams (David 1991; Portin et al. 2006; Slater 1994). A relatively

new and prolific form of these teams is the instructional leadership team (ILT),

which aim to create and implement a school’s reform plan through an explicit focus

on instruction. Though ILTs are broadly implemented, little attention has been paid

to the challenges their members face in implementation or how these challenges

may impact team performance. This oversight is problematic as researchers who

focus on teams in various industries (Hackman 2002; Rico et al. 2011; Sims et al.

2005) have long argued that while teams can create effective outcomes, team

leaders often fail to create conditions for success (Chen et al. 2007; Stewart 2006).

This may be particularly true in education, where prevailing professional norms

often challenge increased teacher collaboration and empowerment (McLaughlin and

Talbert 2001; Wells and Feun 2007).

By focusing on what might be considered the seemingly straightforward, though

critical, condition of effective team composition (i.e., who is selected to the team

and why) (Dickinson and Mclntyre 1997; Mathieu et al. 2008; Neuman and Wright

1999; Wellins et al. 1994), the current research reveals how education’s deeply

ingrained professional norms continue to influence decision-making and perfor-

mance. After observing and interviewing ILT members in four, in-district charter

schools in a large Northeastern city, I found that though they worked in relatively

high performing schools with a number of autonomies, ILT members struggled to

lead instructional reform. This stemmed from the principals’ difficulties articulating

their teams’ purposes and functions. Without a clear way to frame the work, and

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given teaching’s weak technical core, principals focused on teacher expertise and

selected members from a broad array of teacher groups for the teams. This focus on

role representation above other important criteria, coupled with teachers’ tendencies

to embrace traditional professional norms, then shaped ILT members’ understand-

ing of their work and limited the teams’ ability to productively engage in

instructional reform.

Background

The move to introduce shared leadership models in schools and in particular, the

creation of teams comprised of teachers, administrators, and other stakeholders, finds

its origins in the 1980s (Chrispeels 2004; Newhall and Buchen 2004). At that time,

many states and districts introduced site-based management (SBM) and school

councils to transfer district decision-making to the schools. Despite their promise, such

initiatives had mixed results in raising student achievement (Malen and Ogawa 1998;

Smylie et al. 1996) or increasing teacher productivity (Ferris1992; Leithwood and

Menzies 1996; Malen et al. 1990), which suggested that simply providing

opportunities for decision-making may not have been enough to create real change

(Borman et al. 2003; Murphy and Beck 1995).

After studying these processes, scholars like Senge (1999) and Elmore (1995,

2002) argued that effective reform was contingent not only on implementing new

structures, but also on shifting school culture. To achieve this, decision-making

authority needed be extended to those, like teachers, who had not previously

occupied formal leadership roles (Bennett et al. 2003). Following this, researchers

like Spillane et al. (2001) and others (Copland 2003; Gronn 2000) came to re-

conceptualize school leadership as ‘‘distributed’’ across individuals identified by

patterns of decision-making and influence (Wahlstrom et al. 2010).

Professional learning communities (PLCs) are a prominent enactment of such

theories. PLCs aim to create deliberate opportunities for teachers and administrators to

engage in learning and critical reflection about teaching and learning (Fullan 2006;

Lieberman and Mace 2008). Through these opportunities, PLCs hope to enhance

school culture by increasing collaboration (McLaughlin and Talbert 2006; Wells and

Feun 2012; Westheimer 1999), and improving learning and teaching (Hord and

Sommers 2008; Mitchell and Sackney 2000; Toole and Louis 2002; Stoll et al. 2006),

and student achievement (Harris and Jones 2010; Hipp et al. 2008). While PLCs offer a

great deal in terms of creating collective action towards continual and sustainable

improvement (Harris 2011; Moller 2004; Stoll et al. 2006), questions remain about the

core characteristics of PLC work and their impact on performance (Hord and Sommers

2008; Stoll et al. 2006; Wells and Feun 2007, 2012).

One reason why it has been somewhat difficult to quantify the impact of PLCs is that

they require deep cultural shifts in how teachers understand and enact their roles

(Marzano et al. 2005; Sparks 2006). A critical component to create this shift is the

ability of the building leaders to, as Fullan (as cited in Wells and Feun 2007, p. 156) put

it, ‘‘cause greater capacity in the organization in order to get better results.’’ Indeed,

much of the PLC literature makes it clear that the school leader is ultimately

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responsible for driving reform (Fleming 2004; Morrissey and Cowan 2004; Mulford

and Silins 2003). While this emphasis on one leader’s ability to facilitate change in the

building confirms the reality that she is, ‘‘ultimately in charge of the choices in creating

the need for change that can make a difference in its implementation’’ (Wells and Feun

2012, p. 237), it does suggest that at least in the initial stages of implementation, PLCs

are relatively top-down (Hord and Sommers 2008; Levine 2011). As such, while PLCs

offer structures and rich opportunities for teachers and administrators to share

responsibility for instruction, they may not shift decision-making authority for

governance decisions typically held by the school leader.

One model that attempts to facilitate collaborative decision-making focused on

both instruction and school governance issues is the ILT. An ILT is tasked with

engaging in what Hallinger (2011) and others (Heck and Hallinger 2009; MacBeath

and Cheng 2008; Mulford and Silins 2009) call ‘‘leadership for learning.’’ Under

Wahlstrom et al. (2010) definition of leadership as providing direction and exercising

influence over others, ILT members lead by collaboratively determining the school’s

reform strategy, making decisions regarding resource allocation to ensure the

strategy’s success, and engaging others in implementing this strategy. Therefore, an

ILT and a PLC may be complementary though separate entities (e.g., an ILT may

decide to implement a PLC), with the ILT acting as implementation teams (Higgins

et al. 2012): teams tasked with leading a reform strategy and implementing it—an

understudied entity both in education and among team scholars.

While an ILT’s operations and success in shifting traditional school culture

remains largely unexplored in formal research, they appear in a number of union

contracts, district- and school-initiated reform agendas, and states’ Race to the Top

applications (e.g., Maryland, Massachusetts, Ohio, California, and Rhode Island). In

these cases the ILT, like other school leadership teams, are presented as a means to

empower teachers’ decision-making and therefore enhance teacher willingness to

implement instructional reforms, improve instructional practice and, ultimately,

raise student achievement (Chrispeels 1992; Harris et al. 2007; Rosenholtz 1985;

Scheerens and Bosker 1997).

However, though promises regarding the positive impact of an ILT abound, these

outcomes may not be inevitable. Reforms aimed at increasing teacher leadership and

collaboration have faced resistance (Fullan and Ballew 2001; McLaughlin and Talbert

2006; York-Barr and Duke 2004), especially when aimed at changing instruction (City

et al. 2009; Elmore 1996); it is therefore likely that an ILT will also face such

challenges. For an ILT to be successful, it seems that attention will need to be paid to

how they are structured from the start, including ensuring that members have the skills

and knowledge to meet potential challenges (Hackman 2002; Mathieu et al. 2008).

Theoretical framing

Who should be on the team

Currently there is little research on ILTs in action, and specifically a lack of

knowledge about how or why principals select certain individuals to serve on these

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teams. This section focuses on team membership, as composition has been shown to

be pivotal in shaping a team’s norms and culture (Bantel and Jackson 1989), and

hence its ability to achieve successful outcomes (Dickinson and Mclntyre 1997;

Neuman and Wright 1999; Wellins et al. 1994). The inquiry is grounded in social

psychology research on how leaders across industries can best select individuals to

serve on their teams (See Wellins 1991 for a review), and then turns to educational

research to explore how traditional school culture and norms may impact this

process. Placing these literatures in conversation provided opportunities to explore

what teams should be versus how they were likely to be as implemented in the

specific context of schools.

Research on teams has suggested that leaders, when thinking about who should

be on their team, consider the team’s purpose and its function (Hackman 2002;

Morgeson et al. 2010). Of course, doing so requires deliberative forethought about

the team’s purpose (i.e., what the team needs to do) and function (i.e. how they

should go about doing it). Unfortunately, as many who have worked on teams know,

teams often suffer from a lack of clarity in these areas (Rico et al. 2011; Sims et al.

2005). Appropriate criteria for the selection of effective team members become

difficult to identify as a result of this ambiguity.

Team purpose

When the team has a purpose that is clear, compelling, and consequential (Hackman

2002), research has revealed that team members should be selected to produce the

right mixture of individuals to accomplish that purpose (Dickinson and Mclntyre

1997; Neuman and Wright 1999; Wellins et al. 1994). The criteria that produces the

‘‘right mixture’’ of team members often includes a variety of components such as

potential members’ knowledge and skills (Cooke et al. 2003; Hirschfeld et al. 2005;

Mathieu et al. 2008), functions within the organization (Bunderson and Sutcliffe

2002), demographic and ethnic backgrounds (See Webber and Donahue 2001 for a

review), and personalities (Bell 2007; Mathieu et al. 2008). Moreover, these

characteristics should shift as the purpose and environmental context changes

(DeRue and Hollenbeck 2007; Swann et al. 2004).

For example, if the purpose of the team was to develop a new product, the leader

might select members with diverse technical skills and knowledge of the market. If

the goal was to enhance effectiveness within current systems (e.g., an ILT in a

school), the leader might select members by position to create a cross-functional

team (McDonough 2000) and ensure diversity of views and expertise from across

the organization. Recent work by Higgins et al. (2012) suggested that this strategy

already occurs in education; selecting individuals to represent particular roles (i.e.,

principal, curriculum specialists, assistant superintendent, etc.) seemed to drive

team member selection in superintendent leadership teams aimed at reforming

district practices. While including members based on position might seem

straightforward, little is known about how much to emphasize this characteristic

over other forms of diversity or how these mixtures relate to performance (Jackson

and Joshi 2004; Rico et al. 2011). Even if the specifics regarding the right mix of

individuals remains unknown, there is strong evidence that diverse expertise can

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improve performance and should be emphasized by leaders in the selection process

(Bantel and Jackson 1989; Van der Vegt and Bunderson 2005).

Team function

In addition to team purpose, leaders should also consider team function to determine

who should be on the team; this is particularly true for top management teams like

an ILT. For example, in their research on senior leadership teams across multiple

sectors, Wageman et al. (2008) created a taxonomy of four distinct functions such

teams often play: informational, consultative, coordinating, and decision-making.

An informational team exists primarily to provide the leader with data to make

informed decisions. A consultative team also provides the leader with information,

but requires members to debate this information and its implications. A coordinating

team provides information and manages points of intersection and interdependency

across the organization to accomplish the team’s goal. In this way, members make

decisions about their particular unit but not the whole organization. Finally, unlike

in the other functions, decision-making teams are empowered by the leader to make

strategic decisions regarding the organization (Wageman et. al).

While leadership teams can serve multiple functions, each of which has benefits

for team productivity, Wageman et al. (2008) made it clear that a team’s ability to

play different functions is limited by how much authority it is given: a team given

the authority to serve only an informational function cannot also serve a

coordinating or decision-making function. Team members, empowered by the

leader to make decisions for their department (i.e., a coordinating team), can then

serve a consulting and informational function but not a decision-making one.

Therefore, when the leader fails to give the team decision-making authority, she

also fails to fully utilize the team’s potential. Moreover, the team’s composition

should vary according to the team’s primary function (Wageman et al. 2008). For

example, as the main role of a team serving an informational function is to provide

data to the leader, team members’ abilities to interact with one another or their

expertise beyond their departments may not need to be considered. Alternatively, if

the team’s function is to decide on an organizational improvement strategy and lead

implementation (i.e., serve as a decision-making team), as is the case of the ILT, it

becomes important to consider whether these individuals are knowledgeable about

and represent views from across the organization, have expertise explicitly aligned

with the team’s goal, and can effectively work together and communicate the team’s

decisions to the larger community (Wageman et al. 2008).

Team member selection in the context of education

This section focuses on how elements of traditional school culture—specifically

teaching’s weak technical core and the norms of egalitarianism and autonomy—

may create challenges for the leader as she attempts to create a team built on

expertise and best suited to lead instructional reform at the school.

First, the expectation that expertise should serve as the primary driver of team

membership may be difficult to meet in schools where expertise has long been

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loosely defined (Fullan and Stiegelbauer 1991; Rosenholtz 1985) or shunned in

favor of the view that effective teaching is an expression of a teacher’s personality

(Lortie 1975). Teacher training and professional support tend to reinforce the idea of

teachers as technicians (Little 1993) and hence can limit teachers’ abilities to

perform expertly in their classrooms (Darling-Hammond 1996), or lead instructional

reform at their schools (York-Barr and Duke 2004; Dozier 2007). Once teachers are

in the classroom, they tend to take a trial and error rather than best practice approach

to their work making the identification of best practice difficult (Fullan 2001, 2006;

Huberman 1983; Rosenholtz 1985). Moreover, despite policies that include

oversight of teacher practice, like No Child Left Behind or recent attempts to

link teacher evaluation with student performance, many have argued that teacher

professionalism and sense of technical expertise is in decline (Hamilton et al. 2007;

Hill and Barth 2004).

Second, even if teachers did have the requisite expertise to effectively serve on

an ILT, due to prevailing professional norms of egalitarianism and autonomy

(Donaldson et al. 2008; Little 1990; Lortie 1975; Weiner 2011), they may not be

willing to do so (Dozier 2007; Little 1987; Katzenmeyer and Moller 2001; York-

Barr and Duke 2004). Indeed, even with the progress establishing teacher

collaboration and joint inquiry in schools (Goddard et al. 2007), many teachers

still lack the confidence to step outside of their classrooms and share ideas about

practice or critique each other’s work (Coyle 1997; Little 1990; Murphy 2005;

Smylie 1996), and often face resistance from peers when they attempt to do so

(Donaldson et al. 2008; Weiner 2011). Working and often acculturated within the

same context as their teachers, principals may be unwilling to directly address these

norms (Conley 1989; Yarger and Lee 1994), favoring harmony even at the cost of

better outcomes (Murphy). Therefore, while it is clearly critical for team leaders to

select members based on expertise and the ability to lead, it is also clear the cultural

context of schools may present a number of challenges to doing so with fidelity.

Methods

Research design

This research was exploratory and required detailed data about principals’ decisions

regarding who they selected to the ILT and why, and the way these decisions

impacted team members’ perceptions and enactment of their roles (i.e., sense-

making) (Weick et al. 2005). Therefore, qualitative methods, and specifically

interviews and observations, were most appropriate (Maxwell 1996; Miles and

Huberman 1994; Seidman 2006). The focus on multiple ILTs also allowed for cross-

site comparisons (Miles and Huberman 1994).

Study context

Using the ILT as the unit of analysis, this study captured the experiences of ILT

members in four in-district charter schools in a large, Northeastern city serving

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approximately 60,000 students. Students in the district are typically students of

color, with almost 75 % receiving free and reduced price lunch. Almost 50 % are

non-native English speakers. Of these students, approximately 6,100 attend a group

of 23 in-district charter schools named Partnership schools.1

The goal of the Partnership schools is to serve as ‘‘models of educational

excellence, which will help to foster widespread educational reform throughout all

of the City Public Schools.’’ Though still under the auspices of the district and its

collective bargaining agreement, each Partnership school has autonomies related to

hiring (among unionized teachers), curriculum, budget, and schedule. They also

choose their governance structure with the expectation that they will create a

governing board and foster shared leadership among administrators, teachers, and

families (See ‘‘Appendix A’’ for a full description of the Partnership schools).

Essential for this study, each Partnership school has an ILT. Finally, all but one of

the Partnership schools in this study was converted from a traditional public school

and kept many staff members in this process, making it likely that a traditional

school culture persisted to some degree even as they received these autonomies.

While the choice to sample from a group of in-district charter schools limits the

generalizability of my findings, a review of the literature made it clear that most

schools do not have the conditions in place for the ILT to be successful (Johnson

and Birkeland 2003; Lortie 1975; Murphy 2005). Therefore, though focusing on

ILTs in traditional public schools may have made the sample more generalizable, it

would have also likely reshaped the focus to the lack of resources, autonomy, or

control granted by the district office that made it difficult for the ILT to be effective.

I chose to focus on the Partnership schools as I perceived them to be a possible

‘‘strong example’’ to observe the ILT in action.

To identify my sample among the 23 in-district charter schools in the district, I

used a process of ‘‘purposeful sampling’’ (Maxwell 1996). I met with representa-

tives of a non-profit organization that provides support to these schools. They

identified eight schools with an ILT that met regularly (i.e., at least once a month),

and had missions that aligned with instructional reform. After receiving confirma-

tion that all eight schools were willing to participate, I selected, at random, four

schools with which to proceed with the study.

Participants

Participants were ILT members and their principals from four of the 23 Partnership

schools. These schools included Bright Beginnings, an early learning center;

Abraham Lincoln Elementary, a K-5 school; Independence High School; and City

Academy, also a high school. Table 1 details the schools’ student demographics in

terms of racial composition, English Language learners, students with disabilities,

and socio-economic status. Performance at these schools as measured by math and

reading proficiencies outpaced the rest of the district, particularly at the high school

level, and suggests that these schools receive minimal external scrutiny that

generally come with low performance.

1 Pseudonyms used throughout.

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The ILTs ranged in size from 5 to as many as 18 members. Members varied in

experience, race, and gender, though like the general population of teachers,

members were predominately female. Table 2 provides an overview of each team’s

composition.

Data sources and collection

I observed each ILT for approximately 8 months, attending 24 ILT meetings, for

approximately 40 h of observations. As sense-making is an ongoing, social process

including language, actions, and environment (Weick et al. 2005), the ILT meetings

provided an ideal forum to begin to understand the impact of the selection criteria

and process on members’ understanding and enactment of their team roles.

Principals (4) and members (18) from the observed ILTs were interviewed twice

for a total of 44, 1-h interviews. I created a protocol to support semi-structured

interviews that occurred at the start and the conclusion of my observations of their

ILT. All interviews and observations were digitally recorded and transcribed.

Data analysis

I analyzed the data thematically. According to Boyatzis (1998), thematic analysis

provides a process of building a system of relationships from what may be initially

perceived as disjointed information. Boyatzis also stated that codes can be

developed through existing theories or research, or through an inductive process.

Given the novelty of the terrain I explored, I used a hybrid process that included

inductive and deductive coding. First, I conducted line-by-line analysis of eight of

the interviews. At the end of each line, I wrote a gerund-based phrase to describe

what was said. For example, one member’s statement ‘‘I think that the district

priorities have been too conflictive, but where we are at, [Principal’s name] is forced

to either do this or not, and there’s no conversation about why this way might be

better than another way,’’ was rephrased as ‘‘thinking district priorities are too

constrictive and forcing principal to do things without conversation.’’ I then wrote a

quick interpretation of what I perceived this phrase meant in the context of the

larger piece of text (e.g., ‘‘The ILT member reports that the district demands are

overly constricting and autocratic towards the principal’’) as a basis for my codes.

Second, my codes were informed by the literature. Work by Hackman and

Wageman (2001) and Hackman (2002) on effective teams and the sociocultural

features that determined the degree to which the team’s strategy, skills, knowledge,

and effort were used effectively, drove my inquiry related to team functioning.

Included among these features was the degree to which the team’s purpose was

clear, compelling, and consequential; whether the team had decision-making

autonomy over the work; and whether the team had the most appropriate

composition to enable success. I also used literature about school culture and

how teaching’s traditional professional norms of autonomy, seniority, and

egalitarianism may have impacted attempts to implement shared leadership models

in schools (Donaldson et al. 2008; Lortie 1975; Little 1990; Weiner 2011; York-

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Barr and Duke 2004). My initial codes fell into the following categories:

egalitarianism, autonomy, hierarchical governance, team purpose and goals, other

barriers to reform, and team membership.

Once these categories and initial codes were formed and my interviews and

observations were housed in ATLAS-TI, as Boyatzis (1998) suggested, I applied

these initial categories to another set of interviews to make sure they appropriately

captured the context and began to flush out more specific and nuanced codes. As I

moved from one interview to the next, I returned to the data to determine how to

revise and improve my codes. The result of these efforts was a coding scheme with

three larger categories: Who, What, and Leadership. ‘‘Who’’ captured all codes

connected to who was on the team, why they were on the team, and any definitions

regarding how members were meant to enact their role. ‘‘What’’ included any

comments that addressed the team’s goals, purpose, or activities. ‘‘Leadership’’ was

used for anything related to the principal’s leadership of the team, its facilitation, or

external pressures that impacted its direction and decisions. The final layer of the

coding scheme analyzed whether the behaviors or issues reflected in the code

existed at the level of the school, the team to the school, or within the team (i.e.,

among members). Table 3 below provides a subsection of my codebook on the

‘‘Who’’ category and focused on team membership.

Finally, this process was iterative. At each stage I wrote analytical memos and

returned to the data to clarify and revise the codes, my interpretations, and analysis

(Boyatzis).

Table 1 Demographic and performance information of sampled performance schools

School % Non-

white

% ELL % SPED % FRL % Proficient

Math

% Proficient

reading

Bright beginnings 68.7 45.3 15.1 48.4 n/a n/a

Abraham Lincoln 91.8 30.5 29.2 78.1 54 45

Independence 97.3 5.4 18.2 80.6 94 85

City academy 87.1 16 15.6 65.6 76 88

District average 87 30.6 18.7 69.5 36*

62**

42*

67**

* 6th grade averages

** 10th grade averages

Table 2 Characteristics of the ILT by school

School Size Meeting

frequency

Avg. teacher years

of experience

% White % Female

Bright beginnings 6 Monthly 3 75 100

Abraham Lincoln 8 Monthly 6 70 86

Independence 5 Bi-monthly 5 25 100

City academy 18 Bi-monthly 6.5 65 84

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Results

Principals focused on general purposes for the ILT

As research on teams has suggested that effective teams are staffed according to

their purpose (Hackman 2002), I began my inquiry into how principals selected ILT

members by exploring each principal’s perceptions of the purpose of the ILT. Doing

so provided an initial framework to assess whether and to what degree this purpose

appeared to influence team member selection.

Across the four schools, principals stated that the purpose of their ILT was to lead

instructional reform. As the principal at Independence High School explained, the

purpose of the ILT was to, ‘‘figure out what needs to happen instructionally, in terms

of curriculum, so that kids are going to be ready to take an advanced placement (AP)

course and then also to use… Instructional Rounds to analyze ourselves to get a

clearer understanding of what is happening [pedagogically].’’ Similarly at City

Academy, the principal was clear that the team’s purpose was to improve

instruction. She explicitly stated that she developed this purpose deliberately. As she

put it, she had, in recent years, worked hard to ‘‘really try to not have it [the ILT] be

about leadership at large, but about instructional leadership, really about curriculum,

really about what goes on in the classroom.’’

However, while all the principals stated that their ILT’s purpose was instructional

improvement, they all struggled when it came to translating that broad purpose into

more specific goals for the ILT. For example, at Bright Beginnings, the principal

told me that the team would focus on instructional reform but could not provide

detail about the substance of these reforms. At Abraham Lincoln, the principal also

had difficultly articulating the specific goals the team would address as related to

their purpose of, ‘‘improving instruction and student performance.’’ Other principals

similarly talked abstractly about the ILT ‘‘working together to improve instruction,’’

or ‘‘discussing professional development,’’ rather than identify the specific

behaviors the team members would engage into improve instruction in the building.

Table 3 Segment of codebook representing ‘‘Team Membership’’ focus

Larger

grouping

Level of

analysis

Code Description

Team

membership

School

level

Becoming a member

TMEM_becomingHow individuals became members of the team

Team membership as

representative role

TMEM_rep

Discussion of representing the views of teachers

or a specific department or demographic group

as a reason for team membership and/or what

happens when this representation does not

exist

Within

the

team

Team composition

TMEM_compDiscussion of attributes of team members that

distinguish them from each other and the rest

of the teachers at the school (e.g. personality,

specialized knowledge and skills, role, etc.)

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The principals’ tendencies to focus on a more general purpose for their team were

mirrored in team members’ discussions. Across all the teams, the ILT members

often discussed topics peripheral to, or outside of ‘‘the instructional core’’—defined

as the interactions between teachers and students around content (Cohen and Ball

1999; Elmore 2000). Such peripheral topics were often introduced by team members

(e.g., the nomination of emeritus teachers, implementation of grading software,

appropriate format for senior presentations, etc.), and seemed to signal that team

members lacked a clear understanding of what they should be doing on the team or

how to effectively collaborate to improve instruction.

At Independence, for example, ILT members had difficulty articulating how the

ILT’s discussions related to the principal’s stated purpose for the team, of improving

instruction. Instead, members responded to inquiries about this connection by telling

me that the team’s discussions were to help the ILT to, ‘‘get everyone on the same page

about instruction,’’ or to ‘‘lead everyone to better instruction.’’ Members neither

highlighted a specific focus of these efforts (e.g., improving teachers’ ability to

differentiate instruction, select and implement a new math program, etc.) nor what the

team would do to move these efforts forward (e.g., coach teachers in new instructional

techniques, research best math curricula, etc.). Without a clear sense of how to identify

activities to improve instruction, or, perhaps, even what such activities would be, team

members often spent ILT time addressing immediate or short-term issues even when

these issues were unrelated or peripheral to instruction.

Indeed, at Bright Beginnings and Abraham Lincoln, where the principals had the

most difficultly translating the ILT’s general purpose into team goals, ILT

members’ discussions were even more tangential to instruction. For example, at

Abraham Lincoln instruction was rarely a focus; instead, one team member recalled

that although the ILT dealt with ‘‘school-wide issues,’’ these issues were limited to

things like revising the school budget or determining the process for distributing

report cards, rather than instruction. The tendency to discuss non-instructional

issues was also apparent at Bright Beginnings, where ILT members used much of

their team meeting time to plan games and logistics for a family math night.

While creating a budget, a parent night, or a report card are all important activities;

all are critical tasks that relate to the successful functioning of a school. However, these

activities can be considered less central to the instructional core than those aimed

directly at enhancing how teachers deliver content to students (e.g., classroom-based

support on differentiating instruction). Taken together, these findings suggest that

members had difficulty translating instructional improvement into action (i.e., the

stated purpose of the ILT), and perhaps were influenced by the common push on

teachers to focus on important, though non-instructional issues. Whatever the reason

for these behaviors, considering the weak alignment between the ILT work and the

stated purpose of improving instruction, it seems unlikely that principals utilized the

team’s purpose to select ILT members or even that they could have done so if desired.

ILTs did not function as decision-making teams

While the principals expressed, at least initially, that part of the ILT’s function was

to make decisions, in reality, the ILT more often played an informational or

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consultative function. Although principals often used the term ‘‘decision’’ when

referring to the team’s activities, their descriptions of what decision-making looked

like were diverse and frequently contradictory. For example, at Independence,

regarding ILT members’ role in team decision-making, the principal explained:

You’re [ILT members] coming here to make instructional decisions. You’re

representing your teams, so it was really important you’re collaborating with

your teams, um, bringing information back and forth. And it’s really about

instruction, and not just, like, we’re not like this powerful decision-making

body… It’s really that you’re bringing the voices of everyone in the content

[area].

Here, the principal began by framing the ILT as a place for members to make

decisions. However, as she continued, it became clear that she was not necessarily

advocating for team members to make decisions, but rather for them to bring others’

‘‘voices’’ to the table. While she did not explain how these voices would be used,

she made clear that voice was not a mechanism for teacher decision-making but

rather a way for ILT members to share teachers’ perspectives that may then benefit

the principal in her decision-making. If true in practice, these comments suggest that

the ILT played an informational or consultative function, not a decision-making

one.

This conceptualization of voice as something separate or different from decision-

making was repeated by the other principals. For example, when I asked the

principal at Bright Beginnings to clarify the need to have ILT members share their

voices, she told me that it enabled members, ‘‘to share the responsibility, to share

the load.’’ However, it was unclear from her comments what this sharing would look

like in action or whether it had any relationship to decision-making. Therefore,

while it seemed that sharing information and perspectives via ‘‘voice’’ was expected

on each ILT, it was not always clear how this voice would be used.

Like their principals, ILT members indicated some confusion about where

decision-making authority lay when asked about the relationship between voicing

perspectives and decision-making. Specifically, while most members indicated that

their principal held primary decision-making authority on the ILT, they also seemed

to believe that members’ contributions, more often than not, shaped or even dictated

those decisions. As one ILT member at Bright Beginnings recalled,

I think that [Principal] is very willing to listen to our ideas and take them into

account. And she does change things based on what we say, what we say is

working and not working. And then sometimes I think she has an idea that she

thinks is better and yeah, we go with that… I do think that there’s input from

the staff and that does influence what happens in the school.

Based on these comments it seems that this team’s main function was to give the

principal information that would be important to consider when making a decision

(i.e., to serve an informative or consultative function). Such comments and others

like it from members across the teams suggested the existence of an unspoken

agreement between the principal and the ILT members that the principal would

defer her decision-making authority to the team when she viewed the team’s

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consensus on an issue to be both valuable and accurate. However, because this

agreement was not stated explicitly, it was unclear whether team members’

perceptions regarding their function were aligned with the principal’s perceptions.

Considering this lack of a mutual agreement on how the team would go about its

work (i.e., its function), principals’ use of function to drive composition seems

doubtful at best.

Principals sought broad representation of teacher roles for ILT membership

Through the principal interviews, it became clear that instead of team purpose or

function, the primary driver for member selection was to create an ILT that

represented teachers from across the school. This goal was then reflected in both

the selection process and the criteria used to identify team members. For example,

rather than have an open application process, principals tended to identify

different constituencies they viewed as important for a variety of reasons (e.g.,

political, cultural, task-based), and then handpicked individuals from each group

(e.g., grade levels, departments, special services, program leaders, etc.) to serve on

the team.

City Academy, where the principal invited over 18 people who served in school

leadership positions (e.g., department chair, head of student services, honors

program coordinator, etc.) to be members of the ILT, was perhaps the most extreme

example of this. When asked why so many members were included, the principal

explained that consensus was highly valued at the school and the size of the team

was to ensure that the larger community perceived the ILT as also holding this

value. Ironically, as often happens with large teams, the size of the team actually

created a number of difficulties in building consensus and limited members’ success

in coordinating efforts or making joint decisions about reform (Shaw 1981; Swap

1984; Wheelan 2009). Lisa, the team’s facilitator, reflected on the connection

between the size of the team and what she perceived to be its limited productivity.

I think we are still struggling with being representative versus having too

many people… I think the team is too big. And I think that too often there are

people that don’t really know why they’re there. I don’t think we’ve gotten

that right yet.

Even when the principals used criteria besides role to select ILT members (e.g.,

years of experience, expertise, status), this criteria remained subordinate to role. For

example, at Abraham Lincoln, the principal revealed that many of the individuals

she wanted to serve on the ILT due to their role were currently out on maternity

leave. According to her, the teachers on leave from various departments had greater

instructional expertise and knowledge of the school’s culture than the teachers she

inevitably selected to participate from those same departments. This prioritization of

role even when the principal felt the selected ILT member lacked the necessary

expertise to be successful on the ILT suggests that, whether they be perceptions or

externally driven, the pressures on principals to ensure representation were felt quite

strongly.

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This prioritization of role representation over expertise was far from an isolated

incident, as each of the principals reported that they often asked teachers to join the

ILT even when they did not consider these teachers to have strong instructional

leadership skills (e.g., instructional expertise, institutional expertise, working well

with other adults, etc.). For example, the principal at Independence High School told

me that she had chosen the particular English representative only because the other

teachers in the department had refused or were unavailable to serve. As she

recounted,

I am not sure that everyone thought that she [the ILT member] was the right

person, but there was some transition on the team, so four of the people on the

team, everybody was new to the English team, she was the only one still

standing after the transition.

In this case, another option might have been for this principal not to have put this

teacher on the ILT, but, for perhaps a variety of reasons, the principal’s drive to

have departmental representation took priority over her need to have a team

composed solely of the strongest instructional leaders in the school.

It is important to note that just because principals tended to favor representation

over other criteria for team membership, does not necessarily mean that their

selections lacked thought or coherency. Rather, at times, principals seemed to

believe that representation would best serve their goals of improving instruction, by

ensuring all teachers felt heard and respected in the reform process. In this way, the

decision to prioritize role makes perfect sense if the purpose of the team was solely

to give teachers the opportunity to be heard. However, if the purpose was, as stated,

to improve instructional practice, the prioritization of role over other criteria

becomes problematic and a potential hindrance to success.

For example, at Abraham Lincoln and Bright Beginnings, the emphasis on role

representation led the principals to select teachers new to the profession onto their

ILT. Because principals felt that certain constituencies needed to be represented,

when more senior teachers from those constituencies did not want to serve on the

ILT, principals instead asked newer, more willing teachers to serve. While

competency and years of teaching may not always be correlated and new teachers

may offer many innovative instructional techniques to their peers, research suggests

that it is unlikely that, in their first year, they have accumulated the necessary

instructional expertise (Clotfelter et al. 2006; Grissom 2011) and contextual

understanding to best achieve the teams’ stated purpose, and lead other teachers

within the school to improve their practice. Additionally, and often due to a similar

lack of alternatives, principals selected individuals onto the ILT who could

represent a given group but who were not well regarded by their peers, an issue that

many of ILT members were eager to share when explaining to me why they felt the

team was not functioning as productively as it should.

Many ILT members recognized the somewhat haphazard nature of the selection

process and that their appointment was based on their role and the fact that no one

else occupying that role wished to participate on the ILT. As one of the ILT

members from Independence High School said, ‘‘I joined the ILT mainly because

the science representative just had a lot on her plate and the principal just asked me

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to do it.’’ Another ILT member at Abraham Lincoln recounted a similar

understanding regarding her place on the team, explaining that she joined because

the principal ‘‘put it out to the content teams that she needed two representatives

from each content team; one from primary and one from intermediate and so I just

became the primary rep on the team.’’

However, even though ILT members saw the selection process as somewhat

arbitrary, they seemed to accept the underlying selection criteria. When I asked

whether the team could benefit from adding individuals who had different

knowledge and skills, members responded by focusing on whether all the

constituencies within the school were being represented. If so, they deemed the

ILT to be appropriately staffed. These responses suggest that, like principals, ILT

members accepted role representation as a reasonable criterion to identify ILT

members, or at least did not present other criteria with which to do so.

Role representation made team purpose more competitive than collaborative

Left without a well-articulated team function or purpose, role representation served

to fill these gaps and shaped the way members framed their participation on the ILT.

As was already established, each team member saw him or herself as representing a

particular group in the school. In practice, members tended to elevate this

association over their affiliation with the school as a whole. Therefore, when issues

were discussed that impacted multiple constituency groups, ILT members framed

their contributions using this orientation, thus creating a more competitive than

collaborative environment. One ILT member at City Academy recounted this

environment and its impact on his approach to team meetings:

You have to either get a little cold and angry about it, and kind of say, ‘‘Well,

this is it, and this is what I know, and this is where we’re going, and if you

want to have anything to feed back to me, then I understand that, and we’ll

look at it logically, but moving in this direction.’’ And it sometimes works

better that way, because you get in there and get out of there with your

program still halfway intact. But if you get there and you want to go, and be

too process-oriented, or be too receptive, or [consider] everybody else’s point

of view too much, you’re going to come out of there with half your program

intact, and so, there’s, it’s a more practiced thing. There isn’t time to have,

sometimes, the discussions that you would like to have. You’ve got to go in

there with a pretty formulated idea of what you want to say.

This description suggests that some team members may have been so wedded to their

roles that they were unable to approach the conversation open to alternative

perspectives. Moreover, the ILT members’ knowledge that the school had limited

resources to meet all constituencies’ needs further fueled their perceptions that the ILT’s

purpose was to protect their groups’ interests. In this way, the ILT became a forum for

different factions to fight over resources instead of to compromise and find solutions.

This perception that the ILT was a place where groups needed representation, and

representatives needed to firmly protect their particular factions, was reinforced by

the teams’ operations. Indeed, it was often the case that if a team member was

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absent from the ILT meeting, that member’s constituency’s needs and desires would

not be considered. At City Academy, for example, the ILT was deliberating about

whether to reorganize part of the school schedule. For many of the teachers this

would mean very little change to their daily activities either in terms of free time or

teaching. However, for the art department, keeping the current schedule would, as

the principal put it, ‘‘have devastating results because they were counting on the

change for more time.’’ There was no art teacher or department representative

present during the ILT meeting in which the schedule change came up for

deliberation, and no other member represented the art department’s viewpoint. In

the end, the team recommended to the principal that the schedule remain unchanged

despite its negative impact on the art department.

Similarly, at Independence, ILT members often overlooked the perspectives of

those adults not represented at team meetings, thereby reinforcing role’s importance

as membership criteria. In this case, the topic of discussion was the future of co-

teaching and inclusion at the school. ILT members, who were all regular education

teachers, tended to describe their co-teachers, who were Special Education teachers,

as being unwilling to contribute to the work necessary for the model to succeed. ILT

members also suggested that the Special Education teachers should be told by the

principal to take on additional teaching duties. Despite the effect such a decision

would have on Special Education teachers’ work, no one solicited their opinions

about the co-teaching model or how changes to it would affect them. It was only

when a visiting external consultant mentioned the possibility that Special Education

teachers might experience co-teaching differently than how ILT members were

describing it, did they consider soliciting Special Education teachers’ views.

Considering these examples, it appears that ILT members’ fears that their interests

would not be considered if they were not represented on the team were warranted.

Discussion

This study on ILTs responds to calls from within the research community to better

understand what shared leadership models look like in action and their impact

(Spillane and Healey 2010; Harris 2008). By focusing on one critical and potentially

enabling condition for team success—the selection process and criteria for team

membership, this study highlights the continued challenges that reforms, particu-

larly those aimed at changing school culture and teacher practice, may face in

implementation (Anagnostopoulos 2003; Marris 1975; Wells and Feun 2012). In

this case, teaching’s traditional professional norms influenced all aspects of the

selection process and, then later, negatively impacted the team’s ability to lead

instructional reform.

In keeping with prior studies on school-based instructional reform, principals had

difficulty translating the general purpose of the team into clear, actionable goals

related to instructional improvement (Anderson and Togneri 2005; Fullan 2001).

This tendency to focus on generalities was reflected in the ILT, as members often

discussed issues they viewed as pressing to school functioning but outside, or

peripheral to, the instructional core (Cohen and Ball 1999; Elmore 2000).

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Potentially an outgrowth of teachers’ tendency towards what Hargreaves and

Shirley (2009) called ‘‘adaptive presentism’’ this response was also likely influenced

by teachers’ already existing hesitancy to make their practice public (Coyle 1997;

Little 1990), or to appear to be evaluating their peers (Donaldson et al. 2008;

Weiner 2011).

Additionally, and despite the common framing of ILTs as a forum for shared

decision-making between principals and teachers, the findings suggest that these

teams are not often authorized to make decisions. Instead, the teams remain

informational or consultative in nature, providing the principal with information to

make decisions but not making such decisions themselves. Part of the reason for this

outcome may relate to larger difficulties principals have had in shifting from a more

traditional leadership orientation to one that is more shared or distributed (Blase and

Blase 2001; Blegen and Kennedy 2000; Murphy 2005). At the same time, members’

apparent acceptance of this lack of authority may also be related to these

hierarchical norms (Resnick and Hall 2001) as well as the valuing of consensus over

additional authority for some teachers (Little 1990; Katzenmeyer and Moller 2001).

Without a clear or actionable purpose, or a function aimed at authorizing team

members to make decisions, it is perhaps not surprising that the selection criteria for

team membership reflected criteria other than expertise aligned to these elements.

Principals instead prioritized representing teachers from across the school on the

ILT. Using role as selection criteria could be seen as a non-problematic or even

positive for a team that required broad perspectives (Garet et al. 2001), or the

political legitimacy to make decisions in organizations like schools that tend to be

oriented towards democratic decision-making (Turnbull 2002). However, in the

case of these schools, the emphasis on role was so strong that principals prioritized

it above equally important criteria for team membership given the stated purpose of

the team—to enhance instruction. The result was to create teams that lacked the

necessary expertise to lead instructional reform. For example, principals frequently

asked teachers to participate on the team who lacked instructional expertise and/or

experience. This tendency to underplay expertise in selecting teachers to leadership

roles is well documented (See York-Barr and Duke 2004 for a review) and likely

reflects teaching’s weak technical core (Talbert and McLaughlin 1994).

In response, teachers seemed to embrace this emphasis on role as they

approached team meetings; ILT members tended to take on a protective stance

towards their defined constituency’s positions and resources. The result was to

create an ILT that often felt like a team in name only, with members seeming more

interested in ensuring that their constituency got what it needed rather than finding

common ground to enhance the experience of all teachers and students in the

schools. In this way, role representation seemed to reinforce prevailing norms of

autonomy (Little 1990; Murphy 2005; Smylie 1996), generate additional compe-

tition, and slow the pace of potential reforms.

Implications and conclusions

These findings suggest a number of implications for practice and research. First, at

the level of team leadership, these findings promote making the change process

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more explicit for leaders, as Fullan (2001) has recommended. For example, it

appears that principals need targeted support and training regarding how to create a

meaningful team purpose and aligned function prior to implementing the ILT.

Moreover, such training needs to be overt regarding how traditional norms may

create challenges to these activities. This may include supporting principals to be

more reflexive regarding their adherence to such norms and to build skills to exhibit

what Hallinger (2003) and others (Leithwood and Jantzi 2000) have called

transformational leadership. In other words, effective leadership of the ILT may

need to be nurtured at the same time that such leadership is being enacted.

Similarly, while it was clear that principals appeared to favor representativeness

over other issues related to team effectiveness, including potential internal team

dynamics or capacity building, as the team was the unit of analysis, the reasons why

each principal made these decisions was not fully investigated. Additional research

focused on principal decision-making and motivations in relation to the ILT would

support more nuanced understanding of whether, and to what degree, principals also

need support in connecting the team’s purpose and function to other leadership

duties like talent management. Moreover, a greater focus on principals and their

intentions would support a growing body of work investigating the relationship

between principal behaviors and beliefs and enhanced school and student

performance (see Hallinger 2011 for a review).

Another interrelated though larger implication from these findings relates to the

current approach to introducing ILTs as a reform measure. One of the underlying

assumptions of the ILT seems to be aligned with Gusky’s (1986) work showing that

changing teachers’ behaviors will lead to changes in their beliefs. However, these

findings indicate that the structural change of introducing the ILT did not appear to

modify the way teachers and administrators thought about their roles. Instead, the

beliefs seemed to influence team members’ behaviors in ways that, over time,

served to reinforce rather than challenge traditional norms. The fact that these ILTs

existed in schools that, due to their relatively high performance and status as in-

district charter schools, had even less of the structural constraints associated with

traditional schools or those with poor performance (i.e., accountability mandates),

adds further evidence that new structures alone are not enough to beget cultural

change. Instead, the current approach to ILT implementation may need to be

modified so that explicit strategies to challenge teacher sense-making are

simultaneously, or even preemptively, deployed. If such approaches succeed, they

may also serve to support the implementation of other reforms aimed at using shared

leaders to produce instructional reform (e.g., PLCs, School Leadership Teams,

Teacher Leadership, etc.).

To do so effectively, as recommended by Wells and Feun (2012), more research

is needed to understand the strength and scope of prevailing norms and the way

teachers and administrators make meaning of these initiatives, and how their prior

experiences shape this meaning-making. Such research that aims to get closer to the

experiences of those within and outside the team could also help to provide a

comprehensive picture of the ILT, and insights into each school’s cultural norms

and how these norms get established and reinforced over time, thereby identifying

how to help support the change process.

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These implications are not meant to suggest that teams cannot serve as useful

tools in promoting cultural change. Indeed, research tells us that changes to how

teachers think about and do their work can occur and requires opportunities to work

differently (Hord and Sommers 2008; Lieberman and Mace 2008), and takes time

(Fullan 2001; Hargreaves and Fink 2012; Schmoker 2004). Teams have also been

shown to go through developmental stages (see Fulk et al. 2011 for a review) with

their ability to work productively and promote cultural change growing over time

(Hackman 2002). Therefore, the key to improving ILT effectiveness seems to be an

approach that simultaneously addresses the organization’s current cultural norms

while instituting structural changes that can reinforce and expand cultural gains. To

evaluate such an approach, longitudinal studies of the ILT in different schools

would help to highlight the degree to which teams naturally evolve over time and

how leaders can best create the necessary structural and cultural conditions for

teams to successfully lead instructional reform.

Appendix A: Description of partnership schools

Partnership schools’ conditions of autonomy

Partnership schools are members of the City Public Schools (CPS) that have certain

autonomy from City Public Schools’ policies and from City Teachers Union

contract provisions. The goal of these autonomies is to enable Partnership schools to

become ‘‘models of educational excellence which will help to foster widespread

educational reform throughout all of the City Public Schools.’’ (CPS Memorandum

1995) What follows is a summary of these autonomies.

Staffing: Partnership schools have the freedom to hire and excess their staff in

order to create a unified school community. Teachers should play a significant role

in staff hiring. Partnership schools:

• Decide on staffing pattern and work assignments that create the optimal learning

environment for students.

• Hire staff who best fit the needs of the school, regardless of current status

(member of the district, or not, although every teacher becomes a member of the

CTU bargaining unit).

Budget: Partnership schools have a lump sum per pupil budget, the sum of which

is equivalent to other CPS schools within that grade span. A lump sum per pupil

budget allows the school to decide on spending that best provides programs and

services to students and their families. Partnership schools:

• Have a lump sum per pupil budget, the sum of which is equivalent to other

district schools within that grade span and includes salaries, instructional

materials, etc.

• Choose either to purchase identified discretionary district services or to not

purchase them and include the per pupil cost in the school’s lump sum per pupil

budget.

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Curriculum and Assessment: Partnership schools have freedom to structure their

curriculum and assessment practices to meet students’ learning needs. While all

Partnership schools are held accountable to federal- and state-required tests, these

schools are given the flexibility to determine the school-based curriculum and

assessment practices that best prepare students for federal and state assessments.

Partnership schools:

• Are freed from local district curriculum requirements—they can choose what

content to cover and how to cover it.

• Set their own promotion and graduation requirements, although they must be

comparable in rigor to the district requirements. Partnership schools have an

emphasis on competency-based, performance-based assessments.

• Decide on professional development in which faculty engage.

Governance: Partnership schools have the freedom to create their own

governance structure that has increased decision-making powers over budget

approval, principal selection and evaluation, and programs and policies, while being

mindful of state requirements, including school councils. Partnership schools:

• Have governing boards that assume increased governing responsibilities, while

being mindful of state mandates, including the following:

• Setting and maintaining the school vision

• Principal selection, supervision, and evaluation, with final approval by the

Superintendent in all cases

• Budget approval

• Set their own policies that the school community feels will help students to be

successful.

School Calendar: Partnership schools have the freedom to set their own school

days and calendar years for both students and faculty in accordance with their

principles, within the parameters for Partnership schools set by the CTU contract. In

particular, research supports a correlation between increased faculty planning time

spent on teaching and learning and increased student achievement. Scheduling

which allows for summer and school year faculty planning time contributes to a

more unified school community and education program. Partnership schools:

• Increase planning and professional development time for faculty

• Organize the school schedule in ways that maximize learning time for students

and planning time for faculty

Appendix B: Initial interview protocol

Thank you for agreeing to participate in this interview. This study aims to better

understand how leadership teams function in education.

The data you provide may be used for publication, at conferences, or in research

papers. However, this interview will remain completely confidential. That is, at no

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point will your name be connected with anything you tell me. With your permission,

I will be recording this conversation but will not share this recording with anyone.

Again, thank you for your time.

Warm ups:

1. Tell me a little about your professional background.

a. How long have you worked at this particular school?

b. In the district?

c. In what capacities?

2. Tell me a bit about how you came to be on the ILT

a. What was your appointment process (if applicable)?

b. What considerations did you make when deciding whether or not to take

the role?

Team Purpose:

1. When you first joined the ILT, what did you hope to accomplish?

a. What specific goals, if any, did you have for yourself?

b. Your school community?

2. From your perspective, what are your ILT’s main goals or objectives?

a. Can you tell me about the process that the team went through to select these

goals/objectives?

i. Probe about the level of agreement among team members around these

goals.

b. Can you give me an example of how these goals/objectives were shared with

the large school community (e.g., other teacher, parents, students, etc.)?

3. How do you define and measure the success of the ILT?

a. Can you give me an example of what that measure would look like in

action?

4. How effective do you think the team has been OR will be in meeting its goals

(dependent on length of team membership)?

a. Can you tell me about a time when the team faced a challenge as it tried to

meet its goals?

b. Can you give me an example of how the team used its strengths to achieve

its goals?

Internal Interactions:

1. What knowledge and skills does the team need to do its job effectively?

a. Do you feel that your team has these knowledge and skills? Why or why not?

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b. Can you give me an example of a time in which:

i. Your team had exactly the right knowledge and skills to address an

issue.

ii. You wished you had a person with different/additional skills or

knowledge on the team?

2. How would you describe the pattern of discussion among team members?

a. (Either way) Why do you think this is the case?

3. Tell me about a time when team members changed their mind about a particular

strategic decision.

a. Why was that issue important to members?

b. Who contributed to the discussion?

c. How did it get resolved?

Challenges to Translating the Plan into Action:

1. How receptive have teachers been to the ILT’s plans? Why?

a. Can you give me any examples of certain groups of teachers being more

receptive to the ILT’s plans than others?

b. What does this look like in action?

2. Can you tell me a bit about any challenges the team has faced as it has tried to

translate its plans into action?

3. How do you think the team might be more effective in enhancing instruction?

Conclusion:

1. Thank you so much for your time. Before we end is there anything else you

want to share about the ILT or your experience on the team?

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