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LEADERSHIP IN SCHOOLS
TEACH Teamwork
Module 5
University of Central
Florida (UCF)
Eduardo Salas, PhD
Lauren E Benishek, PhD
Megan Gregory, MS
Ashley Hughes, MS
Shannon Marlow, BS
Christina Lacerenza, BS
Stephanie Zajac, MS
The Coalition for Psychology in
Schools and Education,
especially to
Sylvia Rosenfield, Ph.D.
Markeda Newell, Ph.D.
Karin Hodges, Psy.D.
Peter Sheras, Ph.D.
George DuPaul, Ph.D.
The Center for Psychology in
Schools and Education (CPSE)
Staff
Rena Subotnik, Ph.D., Director
Geesoo Maie Lee, BA, Program Officer
CONTRIBUTORS
A REAL VIGNETTE
In a K-5 school, a teacher noticed there was no sense
of leadership on the curriculum team. Many staff
members had great ideas and interests about how to
modernize lesson plans, but nobody stepped up to
the plate to devise a cohesive plan. Therefore,
meetings were spent with individuals vying for their
personal agenda rather than understanding the
bigger picture. Due to these issues, the school
struggled with innovating, making plans, and
accomplishing goals.
THIS MODULE WILL HELP YOU:
 Understand the importance of leadership
 Recognize that anyone can be a leader
 Understand effective and ineffective leadership
behaviors
 Use strategies to facilitate effective leadership
behaviors: STEP, SWIM, BIKE, and RACE
PART 1:
VALUING, UNDERSTANDING, AND
NOTICING HELP AND HINDRANCES
TOWARDS LEADERSHIP
ACTIVITY: WHO IS A GOOD LEADER?
Take a moment to think about someone you know
whom you consider to be a good team leader in
schools.
 What are the behaviors that make him/her a strong
leader?
 What are his/her best qualities?
IMPORTANCE OF LEARNING LEADERSHIP
 Leadership serves many functions and
supports positive outcomes within
organizations, teams, and classrooms
 Productivity
 Learning
 Job satisfaction
 Performance
Relevant Citations: Barling, Christie, & Hoption (2011); Burke et al. (2006)
WHAT IS LEADERSHIP?
o Leadership is carrying out necessary behaviors in
order to help the team accomplish their goals.
o Anybody can be a leader!
Relevant Citations: Fleishman, Zaccaro, & Mumford (1991)
LEADERSHIP TYPES
Designated
Shared
Relevant Citations: Carson, Tesluk, & Marrone (2007); Morgeson, DeRue, & Karam (2010)
DESIGNATED LEADER
Formally appointed leader
SHARED LEADERSHIP
o Leadership depends on the situation and team needs
o ANY team member can enact leadership
o Team members lead one another
Context and flexibility matter
 In shared leadership, any team member is empowered to take
initiative
 Example:
 A Teacher may be the leader of an IEP team when the current
team task is to design a curriculum for a special needs student.
However, when the IEP team’s focus turns to addressing the
students social emotional needs, a Psychologist may adopt the
role of team leader because of his/her expertise.
Relevant Citations: Carson, Tesluk, & Marrone (2007); Pearce, Manz, & Sims (2009)
THINK-PAIR-SHARE: TYPES OF LEADERS
 Think about where there is a need for leadership in
your school.
 What type of leadership would be helpful here?
 How could this be beneficial?
 Discuss your ideas and examples within your small
group.
 Finally, each group can share with the whole group.
PART 2:
DEVELOPING SKILLS FOR EFFECTIVE
LEADERSHIP
PART 1 REVIEW & DISCUSSION
1. Define leadership.
2. What are the two types of leadership?
3. Who can be a leader?
VIDEO: SHARED LEADERSHIP
INEFFECTIVE LEADERSHIP
 What sorts of things have you seen colleagues in
leadership positions do that were ineffective?
(no names please)
INEFFECTIVE SHARED LEADERSHIP
BEHAVIORS
 Acting
unreliably/volatilely
 Changing mind
 Expressing arbitrary
expectations
 Treating team members
inappropriately
 Unwilling to listen to others
 Refusing to compromise
 Mismanaging team
progress
 Using passive behavior
 Mismanaging resources
 Micromanaging
 Failing to delegate
EXAMPLES OF LEADERSHIP IN SCHOOLS
 What sorts of things have you seen colleagues in
leadership positions do that were effective?
(no names please)
EFFECTIVE LEADERSHIP BEHAVIORS
 Leaders develop skills to conduct the following
responsibilities:
 Monitor the team
 Establish shared
expectations and goals
 Pool resources
 Embrace team members’
perspectives
Relevant Citations: Barling, Christie, & Hoption (2011); Hughes & Pickeral (2013); Morgeson, DeRue, & Karam (2010);
Salas, Burke, & Stagl (2004); Zaccaro, Rittman, & Marks (2001)
MONITOR THE TEAM
 Make sure everyone is checking
themselves, their team members, the
environment, and progress towards the
goal.
 For more information, refer back to the
Situation Monitoring module.
Clarify team responsibilities
Set team standards and regulations
Establish challenging yet attainable team
goals
ESTABLISH SHARED EXPECTATIONS AND
GOALS
POOL RESOURCES
 Under a shared leadership system, everyone should
work together to ensure the team has what is needed.
This can include:
 Equipment
 Office supplies
 Classroom supplies
 Media equipment
 Knowledge
 Expertise
 Information
EMBRACE ALL TEAM MEMBERS’ PERSPECTIVES
 Demonstrate respect and concern for team
members
 Respect diverse opinions
 Address team needs and concerns
 Answer any questions on the task or assigned
responsibilities
 When possible, offer
support and
task assistance
BRIEF REVIEW
Monitor the
team
Establish
shared
expectations
and goals
Pool
resources
Embrace all
team
members’
perspectives
Assess yourself:
• Which of these skills is your strongest?
• Where could you improve the most?
PART 3:
LEADERSHIP STRATEGIES
LEADERSHIP STRATEGIES
 Leadership is a journey
 STEP
 SWIM
 BIKE
 RACE
 Remember: STEP up to your leadership triathlon!
MONITOR THE TEAM: USE STEP
 Remember STEP from situation monitoring?
 Self
 Monitor your contributions
 Team Members
 Cross-monitor
 Environment
 Consider what is going on around you
 Progress
 Consider your team’s progress towards goals
 USE IT!
Self
Team Members
Environment
Progress
ESTABLISH SHARED EXPECTATIONS AND GOALS: SWIM
 By SWIM-ming, you can establish shared expectations
and goals
 Know what you Intend to discuss
 Be able to tie the Meaning of the discussion to the larger
goal
 SWIM before beginning a brief, debrief, or creating an
agenda
S • Start
W • With
I • Intent and
M • Meaning
ESTABLISHING SHARED EXPECTATIONS AND
GOALS: AGENDAS
 Meeting agendas are also a helpful tool for
SWIM-ming
 Benefits of agendas:
 Save time
 Stay on topic
 Send out your agenda to meeting participants at
least 24 hours in advance
 Items on agendas should be in the order in which
they will be discussed
 Close the agenda with follow up information (e.g.,
“Next meeting is Friday at 5pm in room 214”).
AGENDAS
 Helpful for:
 “SWIM”MING
 Saving Time
 Staying on Topic
 How is one constructed?
 Make items in order in which they will be discussed
 Close with follow-up information (e.g., next meeting 5pm
in room 214)
 Send it out 24 hours in advance
AN EXAMPLE
Date & Time
Location
Follow-up Info
Discussion Items
Q & A
POOL RESOURCES: BIKE
B
• Bring
I
• In
K
• Knowledge, and
E
• Equipment
EXAMPLE OF BIKE-ING
 While creating the agenda for her next
upcoming meeting, Ms. James realized that
she was not trained on how to use the
presentation equipment for her presentation.
The room that the meeting was scheduled in
had a SMART Board™, while she had been
trained on a different device, the projector.
 Ms. James knew that Mr. Chris was not in her
projector training class, and had received
training on the SMART Board™.
 Before the meeting, Ms. James contacted Mr.
Chris and asked him to teach her how to use
the new equipment.
EMBRACE TEAM MEMBERS’ PERSPECTIVES:
RACE
 Encourage all team members to speak up during
meetings by RACE-ing:
 Benefits:
 Allows concerns to be voiced
 Everyone gets to contribute
 Everyone takes ownership of work
R
• Respect all viewpoints
A • Address questions & concerns
C
• Consider all perspectives
E
• Eye contact with each team member
THINK-PAIR-SHARE: BRAINSTORMING
 Think about how you can use these strategies
on a team that you are a part of.
 Which of these strategies does your team already do
well?
 Which of these strategies can your team use the most?
 How will this benefit the team?
 Discuss your ideas and examples within your
small group.
 Finally, each group can share with the whole
group.
REFERENCES
Barling, J., Christie, A., & Hoption, C. (2011). Leadership. In S. Zedeck (Ed.), Handbook of industrial and
organizational psychology (Vol 1., pp. 183-240). Washington, DC: American Psychological
Association.
Burke, C. S, Stagl, K. C., Klein, C., Goodwin, G. F., Salas, E., & Halpin, S. M. (2006). What type of
leadership behaviors are functional in teams?: A meta-analysis. The Leadership Quarterly, 17, 288-
307.
Carson, J. B., Tesluk, P. E., & Marrone, J. A. (2007). Shared leadership in teams: An investigation of
antecedent conditions and performance. The Academy of Management Journal, 50(5), 1217-1234.
Fleishman, E. A., Zaccaro, S. J., Mumford, M.D. (1991). Individual differences and leadership: An overview.
The Leadership Quarterly, 2(4), 237-243
Hughes, W., & Pickeral, T. (2013, February). School climate and shared leadership. Retrieved from
http://www.schoolclimate.org/publications/documents/sc-brief-leadership.pdf
Morgeson, F.P., DeRue, D. S., Karam, E. P. (2010). Leadership in teams: A functional approach to
understanding leadership structures and processes. Journal of Management, 36(1), 5-39.
Pearce, C. L., Manz, C. C., & Sims, H. P. (2009). Where do we go from here?: Is shared leadership the key
to team success? Organizational Dynamics, 38, 234-238.
Salas, E., Burke, C. S., & Stagl, K. C. (2004). Developing teams and team leaders: strategies and principles.
In D. V. Day, S. J. Zaccaro, & S. M. Halpin (Eds.), Leader development for transforming
organizations: Growing leaders for tomorrow (pp. 325−355). Mahwah, NJ: Lawnrence Erlbaum.
Zaccaro, S.J., Rittman, A.L., & Marks, M.A. (2001). Team leadership. The Leadership Quarterly, 12, 451–
483.

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Teach Teamwork Leadership

  • 1. LEADERSHIP IN SCHOOLS TEACH Teamwork Module 5
  • 2. University of Central Florida (UCF) Eduardo Salas, PhD Lauren E Benishek, PhD Megan Gregory, MS Ashley Hughes, MS Shannon Marlow, BS Christina Lacerenza, BS Stephanie Zajac, MS The Coalition for Psychology in Schools and Education, especially to Sylvia Rosenfield, Ph.D. Markeda Newell, Ph.D. Karin Hodges, Psy.D. Peter Sheras, Ph.D. George DuPaul, Ph.D. The Center for Psychology in Schools and Education (CPSE) Staff Rena Subotnik, Ph.D., Director Geesoo Maie Lee, BA, Program Officer CONTRIBUTORS
  • 3. A REAL VIGNETTE In a K-5 school, a teacher noticed there was no sense of leadership on the curriculum team. Many staff members had great ideas and interests about how to modernize lesson plans, but nobody stepped up to the plate to devise a cohesive plan. Therefore, meetings were spent with individuals vying for their personal agenda rather than understanding the bigger picture. Due to these issues, the school struggled with innovating, making plans, and accomplishing goals.
  • 4. THIS MODULE WILL HELP YOU:  Understand the importance of leadership  Recognize that anyone can be a leader  Understand effective and ineffective leadership behaviors  Use strategies to facilitate effective leadership behaviors: STEP, SWIM, BIKE, and RACE
  • 5. PART 1: VALUING, UNDERSTANDING, AND NOTICING HELP AND HINDRANCES TOWARDS LEADERSHIP
  • 6. ACTIVITY: WHO IS A GOOD LEADER? Take a moment to think about someone you know whom you consider to be a good team leader in schools.  What are the behaviors that make him/her a strong leader?  What are his/her best qualities?
  • 7. IMPORTANCE OF LEARNING LEADERSHIP  Leadership serves many functions and supports positive outcomes within organizations, teams, and classrooms  Productivity  Learning  Job satisfaction  Performance Relevant Citations: Barling, Christie, & Hoption (2011); Burke et al. (2006)
  • 8. WHAT IS LEADERSHIP? o Leadership is carrying out necessary behaviors in order to help the team accomplish their goals. o Anybody can be a leader! Relevant Citations: Fleishman, Zaccaro, & Mumford (1991)
  • 9. LEADERSHIP TYPES Designated Shared Relevant Citations: Carson, Tesluk, & Marrone (2007); Morgeson, DeRue, & Karam (2010)
  • 11. SHARED LEADERSHIP o Leadership depends on the situation and team needs o ANY team member can enact leadership o Team members lead one another Context and flexibility matter  In shared leadership, any team member is empowered to take initiative  Example:  A Teacher may be the leader of an IEP team when the current team task is to design a curriculum for a special needs student. However, when the IEP team’s focus turns to addressing the students social emotional needs, a Psychologist may adopt the role of team leader because of his/her expertise. Relevant Citations: Carson, Tesluk, & Marrone (2007); Pearce, Manz, & Sims (2009)
  • 12. THINK-PAIR-SHARE: TYPES OF LEADERS  Think about where there is a need for leadership in your school.  What type of leadership would be helpful here?  How could this be beneficial?  Discuss your ideas and examples within your small group.  Finally, each group can share with the whole group.
  • 13. PART 2: DEVELOPING SKILLS FOR EFFECTIVE LEADERSHIP
  • 14. PART 1 REVIEW & DISCUSSION 1. Define leadership. 2. What are the two types of leadership? 3. Who can be a leader?
  • 16. INEFFECTIVE LEADERSHIP  What sorts of things have you seen colleagues in leadership positions do that were ineffective? (no names please)
  • 17. INEFFECTIVE SHARED LEADERSHIP BEHAVIORS  Acting unreliably/volatilely  Changing mind  Expressing arbitrary expectations  Treating team members inappropriately  Unwilling to listen to others  Refusing to compromise  Mismanaging team progress  Using passive behavior  Mismanaging resources  Micromanaging  Failing to delegate
  • 18. EXAMPLES OF LEADERSHIP IN SCHOOLS  What sorts of things have you seen colleagues in leadership positions do that were effective? (no names please)
  • 19. EFFECTIVE LEADERSHIP BEHAVIORS  Leaders develop skills to conduct the following responsibilities:  Monitor the team  Establish shared expectations and goals  Pool resources  Embrace team members’ perspectives Relevant Citations: Barling, Christie, & Hoption (2011); Hughes & Pickeral (2013); Morgeson, DeRue, & Karam (2010); Salas, Burke, & Stagl (2004); Zaccaro, Rittman, & Marks (2001)
  • 20. MONITOR THE TEAM  Make sure everyone is checking themselves, their team members, the environment, and progress towards the goal.  For more information, refer back to the Situation Monitoring module.
  • 21. Clarify team responsibilities Set team standards and regulations Establish challenging yet attainable team goals ESTABLISH SHARED EXPECTATIONS AND GOALS
  • 22. POOL RESOURCES  Under a shared leadership system, everyone should work together to ensure the team has what is needed. This can include:  Equipment  Office supplies  Classroom supplies  Media equipment  Knowledge  Expertise  Information
  • 23. EMBRACE ALL TEAM MEMBERS’ PERSPECTIVES  Demonstrate respect and concern for team members  Respect diverse opinions  Address team needs and concerns  Answer any questions on the task or assigned responsibilities  When possible, offer support and task assistance
  • 24. BRIEF REVIEW Monitor the team Establish shared expectations and goals Pool resources Embrace all team members’ perspectives Assess yourself: • Which of these skills is your strongest? • Where could you improve the most?
  • 26. LEADERSHIP STRATEGIES  Leadership is a journey  STEP  SWIM  BIKE  RACE  Remember: STEP up to your leadership triathlon!
  • 27. MONITOR THE TEAM: USE STEP  Remember STEP from situation monitoring?  Self  Monitor your contributions  Team Members  Cross-monitor  Environment  Consider what is going on around you  Progress  Consider your team’s progress towards goals  USE IT! Self Team Members Environment Progress
  • 28. ESTABLISH SHARED EXPECTATIONS AND GOALS: SWIM  By SWIM-ming, you can establish shared expectations and goals  Know what you Intend to discuss  Be able to tie the Meaning of the discussion to the larger goal  SWIM before beginning a brief, debrief, or creating an agenda S • Start W • With I • Intent and M • Meaning
  • 29. ESTABLISHING SHARED EXPECTATIONS AND GOALS: AGENDAS  Meeting agendas are also a helpful tool for SWIM-ming  Benefits of agendas:  Save time  Stay on topic  Send out your agenda to meeting participants at least 24 hours in advance  Items on agendas should be in the order in which they will be discussed  Close the agenda with follow up information (e.g., “Next meeting is Friday at 5pm in room 214”).
  • 30. AGENDAS  Helpful for:  “SWIM”MING  Saving Time  Staying on Topic  How is one constructed?  Make items in order in which they will be discussed  Close with follow-up information (e.g., next meeting 5pm in room 214)  Send it out 24 hours in advance
  • 31. AN EXAMPLE Date & Time Location Follow-up Info Discussion Items Q & A
  • 32. POOL RESOURCES: BIKE B • Bring I • In K • Knowledge, and E • Equipment
  • 33. EXAMPLE OF BIKE-ING  While creating the agenda for her next upcoming meeting, Ms. James realized that she was not trained on how to use the presentation equipment for her presentation. The room that the meeting was scheduled in had a SMART Board™, while she had been trained on a different device, the projector.  Ms. James knew that Mr. Chris was not in her projector training class, and had received training on the SMART Board™.  Before the meeting, Ms. James contacted Mr. Chris and asked him to teach her how to use the new equipment.
  • 34. EMBRACE TEAM MEMBERS’ PERSPECTIVES: RACE  Encourage all team members to speak up during meetings by RACE-ing:  Benefits:  Allows concerns to be voiced  Everyone gets to contribute  Everyone takes ownership of work R • Respect all viewpoints A • Address questions & concerns C • Consider all perspectives E • Eye contact with each team member
  • 35. THINK-PAIR-SHARE: BRAINSTORMING  Think about how you can use these strategies on a team that you are a part of.  Which of these strategies does your team already do well?  Which of these strategies can your team use the most?  How will this benefit the team?  Discuss your ideas and examples within your small group.  Finally, each group can share with the whole group.
  • 36. REFERENCES Barling, J., Christie, A., & Hoption, C. (2011). Leadership. In S. Zedeck (Ed.), Handbook of industrial and organizational psychology (Vol 1., pp. 183-240). Washington, DC: American Psychological Association. Burke, C. S, Stagl, K. C., Klein, C., Goodwin, G. F., Salas, E., & Halpin, S. M. (2006). What type of leadership behaviors are functional in teams?: A meta-analysis. The Leadership Quarterly, 17, 288- 307. Carson, J. B., Tesluk, P. E., & Marrone, J. A. (2007). Shared leadership in teams: An investigation of antecedent conditions and performance. The Academy of Management Journal, 50(5), 1217-1234. Fleishman, E. A., Zaccaro, S. J., Mumford, M.D. (1991). Individual differences and leadership: An overview. The Leadership Quarterly, 2(4), 237-243 Hughes, W., & Pickeral, T. (2013, February). School climate and shared leadership. Retrieved from http://www.schoolclimate.org/publications/documents/sc-brief-leadership.pdf Morgeson, F.P., DeRue, D. S., Karam, E. P. (2010). Leadership in teams: A functional approach to understanding leadership structures and processes. Journal of Management, 36(1), 5-39. Pearce, C. L., Manz, C. C., & Sims, H. P. (2009). Where do we go from here?: Is shared leadership the key to team success? Organizational Dynamics, 38, 234-238. Salas, E., Burke, C. S., & Stagl, K. C. (2004). Developing teams and team leaders: strategies and principles. In D. V. Day, S. J. Zaccaro, & S. M. Halpin (Eds.), Leader development for transforming organizations: Growing leaders for tomorrow (pp. 325−355). Mahwah, NJ: Lawnrence Erlbaum. Zaccaro, S.J., Rittman, A.L., & Marks, M.A. (2001). Team leadership. The Leadership Quarterly, 12, 451– 483.