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Instructional leadership: the impact on the culture of teaching and learning in two
effective secondary schools
A.G. Kruger
Faculty of Education, University of South Africa, P.O. Box 392, U nisa, 0003 South Africa
Currently there is a drive to improve the culture of teaching and learning in South Africa, particularly in secondary schools. Recent studies
have indicated a direct relationship between the instructional leadership role of the principal and the effectiveness of a school. Initiatives
introduced by the governm ent to reform education include the introduction of new curricula and the increase of site based management
responsibilities. With these and other increasing responsibilities principals are still accountable for the success of the schools’ academic
outcomes. The practice of instructional leadership and its impact on the culture of teaching and learning at two effective secondary schools
are investigated.
Introduction
Principals of South African schools face two major challengesin their
day-to-day management duties, namely, (1) handling a greater variety
of school-based decisions than before, and (2) creating a sound culture
of teaching and learning in which effective education can take place.
The current international trend in education reform and restructuring
is the decentralisation of decision making powers to the local and
school level. The vehicle of this reform is school-based management
which implies an increase of the responsibilities of school manage-
ment teams and school governing bodies (Squelch, 2000:128, Dim-
mock & Wildy, 1999:298). Together with these structural reforms of
decentralisation the South African government has also embarked on
curriculum reform and a general drive to enhance the culture of tea-
ching and learning in schools. The restoration of the culture of tea-
ching and learningis one of the most important factors to improvethe
quality of education inSouth African schoolstoday (Garson, 2000:4).
The central role that a principal plays in all the programmes of a
school and the impact that he/she has on the tone and ethos which are
conducive to teachingand learningis crucial in the process ofbuilding
a sound culture of learning and teaching. This article will focus on the
role of the secondary school principal and school management to
createand maintain a sound culture of learning and teachingby means
of instructional management in schools situated in supportive socio-
economic environments.
Background and the research problem
The poor matric resultsof the past number of years, the lackof learner
discipline, the low teacher morale, as well as other educational prob-
lems in someof the schools in South Africa have led to a general drive
to improvethe culture of teachingand learning and the overall quality
of schools in thecountry (Lethoko, 1999:1). A dominant beliefin edu-
cational and government circles is thatprincipals can and should make
a difference in theacademic standardsof schools(Christie, 1998:291).
Principals should, therefore, become leaders of instruction and with
dynamic and inspirational leadership focuson raisingthe teaching and
learning practices in schools. The responsibility of the principal to
ensure that effective teaching and learning takes place in the school is
therefore one of the major issues in the endeavour to improve the
culture of teaching and learning and thereby create effective schools.
This responsibility of the principal to ensure that effective tea-
ching and learning takes place is, however, not new — it can be and
was always regarded as his/her primary task (AASA, 1992:21). The
complexityand weight of the contemporary principal’s task, however,
necessitate a clear understanding of this responsibility and the tasks
associated with it. In recent years, a great deal of research has been
done in order to identify the properties of effective schools. One of the
most general conclusions of this research is that a principal can exer-
cise a significant effect on the efficiency and success of the school. In
addition, global changes are taking place in education that are result-
ing in the decentralisation of decision-making powers to school man-
agement level, which is further reinforcing the role of the principal as
a key figure in the provision of effective teaching and learning.
The duties of principals, however, are wide-ranging. They in-
clude current initiatives to reform the schooling system such as an
increase of site-based management responsibilities and the inclusion
of more parent participation in school governance as well as the intro-
duction of new curricula. Principals have to divide their time between
issues of curriculum and instruction and a large number of non-
education matters such as labour relations, financial management and
empoweringgoverning bodies. The effective execution of allthe func-
tions of a principal will undoubtably ensure the establishment of a
positive cultureof teaching and learning andso doing contribute to the
effectiveness of the school. However, the principal’s main respon-
sibility is to create conditions in the school in which the learners can
receive quality instruction (Heck, 1992:21; Olson, 2000:1).The ef-
fective management ofthe school’s instructional programme is one of
the key school management aspects that can create favourable con-
ditions in the school and promote a sound culture of learning and
teaching ensuring a school’s effectiveness (Heck, 1992:29, Preedy,
1993:1-5, Chisholm & Vally, 1996:24-29). There is, however, wide-
spread agreement, that the principal’s workload is becoming unman-
ageable and that many secondary school principals lack the time for,
and an understanding of their or instructional leadership task (Olson,
2000:1, Budhal, 2000:45). The question that arises from this is how
principals of effective schools can ensure that effective instructional
leadership takes place to develop and maintain a sound culture of
teaching and learning.
An attempt is made to answer this question by describingthe way
in which instructional leadership iscarriedout in two effective schools
(schools assumed to have sound cultures of teaching and learning)
where both the principals’ time is spent increasingly on more man-
agement responsibilities. As one of the principals succinctly stated:
... the principal’s responsibilities have shifted from thatwhich he
is actuallytrained for, frombeing an instructional leader to much
more business principles.
Key concepts and related issues
Managing the instructional programme to build a productive
school culture
One of the most general conclusions emanating from the research on
effective schools is that a principal can exercise a significant effect on
the efficiency and success of the school (Hawley, Rosenholtz, Good-
stein & Hasselbring, 1984:53). The school effectiveness studies em-
phasised the importance ofthe principal’sinstructional leadership role
which concerns the principal's responsibility to ensure that effective
teaching and learningtakes place. It relates to the core activitiesof the
school, i.e. teaching and learning in the classroom involving all the
beliefs, decisions, strategies and tactics which principals utilise to
ensure instructional effectiveness in every classroom. Instructional
leadership occurs whenthe principal provides direction, resources and
support to both educators and learners with the aim of improving
teaching and learningat a school. Good instructional leadership is the
path to good teaching and learning and instructional leaders ensure a
sound culture of learning and teaching in their schools at all times.
Although there are different views on the precise nature of the
instructional leadership task of the principal, many authors identify
South African Journal of Education
Copyright © 2003 EASA
Vol 23(3) 206 – 211
207
Instructional leadership
specific management functions or elements of the principal's manage-
ment task that have a significant effect on teaching and learning
results. Several efforts have been directed to identify commonalities
within a vast array of research data on the instructional role of the
principal. The following five functions generally typify instructional
leadership (Krug, 1992:432-433, Parker & Day, 1997:87):
• Defining and communicating a clear mission, goals and objec-
tives: Setting, together with the staff members, a mission, goals
and objectives to realise effective teaching and learning.
• Managing curriculum and instruction: Managing and co-ordi-
nating the curriculum in such a way that teaching time can be
used optimally. Principals need to support the teaching pro-
gramme and provide the resources that teachers need to carry out
their task.
• Supervising teaching: Ensuring that educators receive guidance
and support to enable them to teach as effectively as possible.
The focus of the instructional leader should be more orientated
to staff development than to performance appraisal. This implies
implementing programmes that may enrich the teaching experi-
ence of educators or motivating them to attend such programmes.
• Monitoringlearner progress: Monitoring andevaluating the lear-
ners’ progress by means of tests and examinations. Using the re-
sultsto provide support to both learners and educators to improve
as well as to help parents understand where and why improve-
ment is needed.
• Promoting instructional climate: Creating a positive school cli-
matein which teaching and learningcan takeplace. Ina situation
where learning is made exciting, where teachers and learners are
supported and where there is a shared sense of purpose, learning
will not be difficult.
Although these functions relate directlyto the instructional leadership
task of the principal, all the other management areas in a school tie
within the educational aims. This indicates the interrelatedness of the
various tasks of school management.
It is generally accepted that the different functions of instruc-
tional leadership can be carried out within the following two aspects
or domains of school management (Fidler, 1997:33, Firestone & Wil-
son, 1985:19, Blase & Blase, 1999:353, Bossert, Dwyer, Rowan &
Lee, 1982:40):
• Bureaucratic and structural aspects which directly influence tea-
chers and instruction: These may be regarded as the formal tasks
such as co-ordinating the curriculum, framing school goals, su-
pervising and evaluating instruction, providing resources, moni-
toring learner progress and supportingprofessional development
sessions.
• Informal aspects which indirectly influence teachers and instruc-
tion: These may include aspects of establishing a favourable and
supportive climate for teaching and learning by means shared
decision-making, collaboration, etc.
These two aspects may be conceptually distinct but the actions of a
principal, however, may influence both simultaneously. According to
Firestone and Wilson (1985:19) the allocation of resources is a good
example of this — the allocation of resources that support instruction
can promote commitment among teachers and signals that instruc-
tional priorities are important. Both these aspects of school manage-
ment through which instructional leadership is realised indicate the
relationshipbetween the principal’sbehaviour, the organisational cul-
ture of the school and the culture of teaching and learning. These two
methods of practising instructional leadership and their influences on
the culture of teaching and learning formed the basis on which the
interviews, conducted during this research, were structured.
The organisational culture of the school and the culture of
teaching and learning
The organisational culture of a school is an important aspect of school
life and it has a profound effect on all the other elements of a school.
Nowadays more people realise the effect that the organisational cul-
ture of the school has on the effectiveness of the teaching andlearning
processes in a school and the school as a whole. The organisational
culture of a school refers to the convictions, values and expectations
of the members of the school which influence the attitudes and work
practices of educators, as well as learners, and have a determining
influence on the culture of learning and teaching in a school (Hoy &
Forsyth, 1986:99). According to Davidoff and Lazarus (1997:42) the
culture of the school is the most pervasive aspect of school life, and
touches and affects every other aspect in the school.
A school with an established teaching and learning culture will
also have a well-developed organisational structure and instructional
programme that focuses on all aspects of academic achievement and
the professional development of educators. Davidoff and Lazarus
(1997:42) further indicate the link between organisational culture and
the culture oflearning and teachingby pointingout that both the writ-
ten and unwritten rules and norms of the school determine a certain
pattern of behaviour. In other words, the organisational culture ratifies
what is proper and ideal for the school, it exerts pressure on both
learners and educators to conform to the standards and validate the
high expectations or performance as outlined in the school’s mission
statement and policy. By means of the principal’s instructional
leadership task he/she can influence the organisational culture of the
school by emphasising academic aspects such as staff development
programmes, involving educators in decision making, providing re-
sources, supervision and provision of instructional time.
The culture of learning and teaching
The concept of a “culture of learning and teaching” is widely being
used in the education context of South Africa. In general it refers to
the attitude of all the role players towards teaching and learning and
the presence of quality teaching and learning processes in schools.
Davidoff and Lazarus (1997:43) identify the following aspects of a
sound culture of learning and teaching:
• where all role players value the processes of teaching and lear-
ning;
• where practices reflect a commitment to teaching and learning;
• wheretheresources needed to facilitate this processareavailable;
• where the school is structured to facilitate these processes.
The following are some of the most important factors that contribute
to the lack of a sound culture of learning and teaching in some of our
schools (Blauw, 1998:8-9, Chisholm & Vally, 1996:5-30):
1. Negative attitudes amongst learners and educators which are
remnants from the opposition against the segregated education
system of the apartheid era.
2. The poor state of repair of school buildings and facilities.
3. Large shortcomings in the provision of resources, facilities and
equipment.
4. Overcrowded classrooms.
5. The lack of management skills needed to deal with thechallenges
of school management which are crucial to forming a sound cul-
ture of learning and teaching in a school.
6. Poor relationships among principals, educators, learners and
parents.
A poor culture of learning and teaching in a school refers to a school
situationwhereproper teaching and learning has broken down. Accor-
ding to Chisholm and Vally (1996:1) the collapse of a culture of lear-
ning and teaching is most pronounced in secondary schools. Although
schools with a lack of a culture of learning and teaching should be
understood within their contexts, the following are common observa-
ble features of a poor culture of learning and teaching or a lack there-
of: weak/poor attendance, educators do not have the desire to teach,
tensions among the various elements of the school community, van-
dalism, drug abuse, high dropout rate, poor school results, weak lea-
dership, management and administration, demotivation and low mo-
rale, disrupted authority and the poor state of buildings, facilities and
resources. At the base of these features lies the absence of a sound
philosophy, values and norms which shapes the deeper attitude of the
208
Kruger
role players in the school with regard to education and schooling in
general.
On the other hand schools with a sound culture of learning and
teachingwilldisplaycertain common characteristics: apositive school
climate,soundclassroomenvironments,soundhome–schoolrelations,
effective leadership, management and administration, neat buildings
and facilities, availability of resources, high professional standards by
educators, healthy relationships among all role players, order and
discipline, effective instructional leadership and a shared sense of
purpose.
Research design
To be able to understand thenature and impact of the instructional lea-
dership role ofthe principal on the realisation of effective teachingand
learning activities the following were undertaken in this research:
• A literature study of the instructional leadership task of the prin-
cipal and its effects on the culture of teaching and learning.
• A qualitative study of the application of the principles and func-
tions of the instructional leadership task of two principals in
secondaryschools on theEast Randwith good matriculation pass
rates.
The objective was to clarify the perceptions of the principals and to
identify the formal and informal actions taken by the principal to give
directionin the school’s academic or instructional programme in order
to cultivate a sound culture of teaching and learning.
Sample
After a literature study was undertaken the second stage of the study
involved the selection of the two schools displaying academic effec-
tiveness.Purposefulsampling was used basedon the schools’ matricu-
lation results during the past three years. The superintendent of edu-
cation in the East Rand region was contacted to obtain permission to
visit the two schools. He identified the schools and informed the prin-
cipals of the planned visits. After the two schools indicated their
willingness to participate the principals were contacted by the resear-
cher to make the necessary arrangements for the visits.
The schools are two typical middle class secondary schools, si-
tuated in supportivesocio-economic environments, withdiverse popu-
lations of learners ranging in terms of income and familybackground.
The choice of schools was influenced by the following two factors:
• Almost all studies on the influenceof instructional leadership on
the culture of teaching and learning investigated schools in the
previously disadvantaged areas.
• Although the surrounding community of a school can play a role
in shaping the school’s culture, the principal’s instructional lea-
dership role is a key element in contributing to learner achieve-
ments, yet only a few studies on school effectiveness have
focused on schools in supportive socio-economic environments
(Heck, 1992:21, Dimmock & Wildy, 1995:300).
Trustworthiness
To ensure trustworthiness, the following strategies to minimize re-
searcher bias were followed (McMillan & Schumacher, 1997:404-
411):
1. Triangulation of methods: interviews conducted with principals
and educators, observations during normal school days, analysis
of relevant school documents and a literature control were the
methods utilised in the research.
2. Mechanically recorded data: all interviews were tape recorded
and transcribed verbatim.
3. Verbatim accounts: Direct quotations from the transcribed data
were used to illustrate the participants’ views.
4. Participants’ language: the interviews were conducted in Afri-
kaans, the language of the researcher and the participants.
5. Field research: the research wasdone at the schools in the natural
location of the participants.
6. Low-inference descriptors: concrete and precise descriptions
from the interviews, observations and documents were used in
the research findings.
Data collection and analysis
Data were collected by means of the following three methods:
• Semi-structured interviews with theprincipal and two senior tea-
chers of each of the schools. The principals were interviewed in
their offices and the duration ranged from one and a half to two
hours. The principals were asked to identify two senior teachers
forthe interviews. The rationale for this was to interviewteachers
with experience who might play important roles in managing the
curriculum. The teachers were interviewed in a focus group at an
arranged venue in the office block of the school and the inter-
views lasted for more or less an hour.
• Observations during a normal school day according to a pre-
developed schedule.
• Examination of relevant school documents which included:
S The school’s mission statement
S School and Instructional policy
S Programmes for staff development
S Examination and test time-tables
S The budget of the school
S The school’s Constitution
The interviews consisted of open-ended questions. The questions fo-
cused on the two aspects ordimensionsof the principal’s instructional
leadership role, namely, the formal and structured aspects of instruc-
tional leadership and the informal influence of the principal on the
instructional programme of the school. Four focus questions were
asked of the principals: How do you as a principal makeprovision for
instructional leadership? What formal steps do you take to ensure that
teachers perform their teaching duties effectively? What role do you
play to influence the climate of the school in an informal way? What
steps do you take in drafting the school’s budget and how does it
support the instructional programme? The following three questions
were posed to the teachers: What formal actions does the principal
take to support your teaching task? What informal support do you re-
ceive from the principal? How do you as a teacher contribute to the
culture of teaching and learning?
Permission was granted by all participants to tape record the in-
terviews. The interviews were conducted in the home language of the
respondents. All the interviews were transcribed by means of a word
processor. The quotations fromthe interviews used in this article were
translated according to the original transcriptions. Data obtained from
the different interviews wereanalysed using Tesch’s approach (Tesch,
1990:89-91,Poggenpoel,1998:334).Thetranscriptswerestudied and,
in the process, units, categories and themes were identified. A litera-
ture control was conducted to identifysimilarities and differences and
to establish this study’s contribution to previous research conducted
on the topic. Discussionof the results will focus on theresponsesfrom
the interviews and the information obtained from the documents that
were studied. The observations at the schools will be included in the
discussions where applicable.
Discussion of the results
The aim of the research was to establish the way in which principals
carry out their instructional leadership task and their influence on the
culture of teaching and learning at effective schools taking into ac-
count their heavy workload during the present period of transforming
the schooling system. The categories emerging from the interviews
generally coincided with the categories of instructional leadership
identified in the literature overview.
To the initial question on how the principals make provision for
instructional leadership in their busy schedules, both principals ans-
wered that they did not have the time to practise instructional or edu-
cational leadership as they wished to. Both principals indicated that
many of the formal or structured instructional leadership tasks, which
include aspects of curriculum management and supervision, are dele-
209
Instructional leadership
gated to heads of department or subject heads and that they as prin-
cipals influencde the instructional programme in a more indirect way.
The following comments illustrate this:
School A: A lot of my [educational] competencies are delegated
to the heads of department, they are quite towers of
strength.
School B: ... one relies more on subject heads to give direction in
the classrooms with regard to formal and informal
meetings, discussions about problematic situations in
the classrooms.
These views coincides with a number of findings on instructional lea-
dership, according to which principals spend little time directly atten-
ding to teaching and learning but play a more indirect and supportive
role (Haughey& MacElwain, 1992:106, Heck, 1992: 22, Dimmock &
Wildy, 1995:318, Keller, 1998:2).
Formal bureaucratic methods
With regard to the formal instructional leadership responsibilities the
following categories were identified in the interviews:
Instructional policy and planning
Both principals indicated that formal instructional leadership begins
with well-designed policy documents with regard to educational mat-
ters and well-designed year and quarterly planning. The policy docu-
ments that were studied included general aims for the school as well
as explanations of instructional aspects such as: subject policies, sub-
ject meetings, subject files, differentiation, assessment and discipline.
Goal setting and planning is one of the formal aspects of instructional
leadership mentioned in a number of studies (Haughty& MacElwain,
1992:116). Both principals stressed the importance of well-designed
planning. As the principal of School A stated: “I think that the pro-
gramme (year plan) creates a certain sense of security ...”
In the beginning of the year clear goals are also set by both lear-
ners and teachers. The principal of school B gives the senior learners
as well as the teachers opportunities to set and explain their goals for
the year. During a staff meeting at the beginning of the year the goals
are discussed and during subject meetings these goals are elaborated
on and discussed in more detail as they should be applied in each
subject.
Curriculum management and leadership
“You should design a system that works.” These are the words of the
principal of SchoolB, referring to curriculum management andleader-
ship. Both principals indicated that the responsibility of curriculum
management and leadership is shared with heads of department and
subject heads and that they are minimally involved in these aspects.
The system formanaging the curriculum is structured accordingto the
needs and circumstances of each school. Subject heads who may be
level one teachers “... act independent, equal to the role ofthe head of
department ... In this sense it is also recognition that is given that I
think contributes to the sense of positiveness.” The subject heads are
responsiblefor the management of all aspects of theparticular subject,
including work allocation, time tabling and supervision.
Accordingto a teacher in School A who is also a subject head the
subject heads are responsible for aspects such as setting the subject
policy, planning for the subject in the school and the implementation
of any new techniques or approaches. “All new information is discus-
sed in the subject meetings and how we should implement them ...”
Both principals indicated that they are only involved in super-
vision when and if they are invited by the subject heads or when they
may identify certain problems. The practice of teachers being respon-
siblefor instructional management coincides withthefindingsofDim-
mock and Wildy (1995:319):
... curriculummanagementis the responsibilityof seniorteachers
and there is a tight linkage between both senior teachers and tea-
chers and high quality teaching and learning.
Learner assessment
Academic excellence is one of the cornerstones of the success of both
schools. In this area of instructional leadershipboth the principals play
a major role. The principal of School B explained it as follows: “...
with the examination results my intervention [in instructional
leadership] is usually very strong ...” According to Licata and Harper
(1999:473), academic emphasis is asignificant characteristic of effec-
tive schools. The emphasis on academic achievements provides a
shared meaningabout purposes and the vehicle for integrating the be-
haviour of teachers and learners. Productive work takes place when
the goals of the school are understood by all stakeholders (Karpicke
& Murphy, 1996:27). Both principals monitored the performance of
the learners through a comprehensive analysis of the examination re-
sults especially the final matriculation results. These data are used to
motivate teachers to achieve according to their expressed expectations
and the abilities of the learners. School A’s principal explained his
monitoring process as follows:
I keep record of the performance of every teacher and every
groupappointedtohimviasymbolspreadsheets,learneraverages
and subject averages. From Grade 6 up to Grade 12.
This principal also stressed the emphasis on academic excellence as
follows:
... the priority of the school’s budget should be in the interest of
the child ... (the budget) should have a direct influence on the
bulk of the children, in other words their [the learner’s] academic
work is the priority.
Supervising teaching
The direct supervision of teaching in both schools is delegated to the
various subject heads. Both principals will involve themselves with
direct supervision only when the need therefore arises. As the prin-
cipal of School A explains:
... I do clinical supervision when required by the staff ... and
when I require it ... when I get a feeling that I need to visit a
specific class because the teacher cannot cope with the class or
a specific learner. Classroom visits focusing on a specific prob-
lem area will be followed by a discussion between the principal
and teacher.
Both principals indicated that they prefer to visit classes and provide
support in an informal rather than a formal way. One of the teachers
in School B expressed herself in this regard as follows:
... on an informal way ... it is more of an informal visit. He will
for example merely walk past a class and decide to go in for a
visit.
This coincides with the findings of Haughey and MacElwain (1992:
117) which indicated that most principals “popped in” to classrooms
for brief periods which have an influence on the culture of the school.
Blase and Blase (1999:361) found in their research on instructional
leadership that even “walk-through” visits without dialogue and feed-
back by the principals have a positive impact on the teachers and en-
courage motivation, betterplanning/preparation, focus and innovation.
Resource management
For the effective management of the instructional programme of a
school, time, physical and human resources must be available. Physi-
calresourcessuchasclassrooms,laboratories,libraries,infrastructure,
stationery and instructional aids are important for the culture of tea-
ching and learning and the achievement of instructional objectives
(Andrews, Basom & Basom, 1991:98, Chisholm & Vally, 1996:13).
Both schools have ample physical resources which are well cared for.
The buildings and school grounds are neat and clean. Both principals
indicated that more or less 30 % of the school’s budget is allocated for
the instructional programme. The budgetallocationsreflect the princi-
pal’s interest in education and influence the culture of the school.
In both schools the instructional time is protected and managed
properly. The teachers of both schools are involved in the allocation
210
Kruger
of work and the design of their personal time tables. The principal of
School A stated:
... everyteacherhas an input into the academic allocation ofwork
and therefore we donot have unhappiness at the beginningof the
year — they know what they will be teaching.
A teacher in School B commented: “... as a department we (teachers)
sit together and decide which grades you will teach the following year,
so we are involved ...”
The involvement of the teachers in decision making about the
allocationof work stimulatestheir professional growth and influences
the organisational culture of the school positively. One of the teachers
commented: “... if you are happy in your subject, you give your best”.
Both principals also set a high value on promoting the profes-
sional growth of the teachers. Teachers are motivated to attend work-
shops arranged by the department at the different teacher centres and
to share these ideas with their colleagues.
Informal methods related to establishing a productive school
climate
In both schools the principals commented that they share the instruc-
tional leadership role and that much of the formal aspects thereof are
delegated to subject heads with the result that their own influence is
more indirect and informal. Principals play an important role in crea-
ting and maintaining a sound and positive school climate in which
learning is exciting, educators and learners are supported for their
achievements and there is a shared sense of purpose — in such a cli-
mate learning will not be difficult (Krug, 1992:433). The following
aspects of instructional leadership identified in the interviews can be
related to the establishment ofa positiveschool climate and contribute
to establishing a sound culture of teaching and learning:
Empowerment and support to teachers
Accordingto Heaton(in Steyn, 2000:273) empowermentistherespect
for individuals and the willingness to train them, to set reasonableand
clear expectations for them and to grant them autonomy to contribute
meaningfully and directly to their work. The structures and methods
of instructional management in both schools rely on the involvement
and leadership of a number of staff members including heads of
departments and teachers acting as subject heads. This system empo-
wers teachers to work together in teams and to take the responsibility
of achieving the goals of the school. The principal ofSchool B stated:
Once again because the subject heads are so experienced it is al-
most possible for me to keep aloof from it (instructional leader-
ship).
A teacher in School A commented: “... many times I have ideas and
then we discuss it during a subject meeting ... I have the freedom to
suggest ways in which work may be done.”
Accordingto Reitzug(1997:342),providingteacherswithgreater
autonomy and creating opportunities for teachers to engage in profes-
sional dialogue develop a supportiveenvironment and create a culture
of commitment. A teacher in School B reported as follows:
... every opportunity that was there for me, or which he [the
principal] saw or felt as an opportunity for me to grow, he provi-
ded me.
Bothprincipalssupport theteachers byprotectingthemfrompressures
that may influence their instructional activities. They handle difficult
disciplineproblems,ensurean appropriatestandard ofdisciplinein the
school and take the responsibility to protect teachers from external
pressures as a result of system or departmental innovations in order to
sustain settings in which teachers feel safe to teach. The principal of
School A explained his support in this regard as follows: “Give your
problems to me. I will tryand solve them while you can carry on with
your work.”
This view coincides with the findings of Heck (1992:29) and
Fidler (1997:32) that principals can play an important role in dealing
with external constituents and protecting teachers from external
interference.
Apart from these two important aspects the support of teachers
took on a variety of forms such as: providing resources, listening to
their views, showing appreciation, providing incentives, and sharing
their ideas.
The example of the principal
Thepersonal example of theprincipal and the demonstration of aposi-
tive attitude are always ways in which principals influence teachers
and this indirectly affects the instructional programme (Keller, 1998:
4). According to Budhal (2000: 95) principals as instructional leaders
need to be role-models in every aspectof their day-to-dayinteractions.
The teachers of both schools emphasised the positive examples of the
principals. A teacher at School A commented that the principal
“always has something positive to say during the daily staff meetings”.
Bothprincipalsalso set the example ofattending departmentaltraining
sessions, such as therecent sessions on the introduction of OBE, toge-
ther with the staff members.
Setting expectations and recognition of achievements
Developing a school vision is an essential foundation from which the
instructional activities of the school evolve (Haughey & MacElwain,
1992:108). In almost all the studies dealing with instructional leader-
ship, defining and communicating a clear mission, goals and objec-
tives for the school forms an important aspect of instructional leader-
ship. As Keller (1998:7) puts it:
If there is one broad area of agreement among researchers, con-
sultants, those who teach prospective principals, and the princi-
pals themselves, it is that schools must have a clear idea of what
they are about.
Understandingthe purposesand goalsof the school by allstakeholders
contributes to a healthy organisational culture (Karpicke & Murphy,
1996:27). The principals and teachers of both schools indicated that
effective year and term planning and the setting of clear objectives
formimportant activities in the beginning of the year. The recognition
of achievements forms an ongoing activity in both schools. The prin-
cipal of School B commented as follows: “During the weekly meet-
ings in the school hall I make an issue of the importance of academic
achievements.”Both schools also identify the top ten academic achie-
vers during each term and these learners receive bars during the week-
ly meetings in the school hall. The principal of School A commented
on the academic expectations as follows:
It is a total learning culture — where one can, during the weekly
meetings in the hall, during class visits, informally with the staff
it [academic expectations] forms the discourse of the day.
Visibility
The teachers in School A commented on the principal’s visibility as
follows: “... although he is not a closed door principal he could be
more on the grounds”. The principal of School B stated the following
in this regard:
In the course of the day I make a point of it to walk through the
school building ... and to pop in, in one or two classes for a short
informal visit.
The teachers of both schools did not feel threatened by the principal’s
“walk throughs” and “pop in” visits. To them it reflected the princi-
pal’s interest and support: “... No it does not bother me, he does not
walk around to check on you ...” comments a teacher in School B. A
teacher in School Aput it as follows: “... it [his visibility] strengthened
our hand and the children liked it”.
SimilarlyBlaseandBlase(1998:119) concluded that the example
of principals who walk around the school supporting the teachers’
instructional efforts surpassesthatofprincipalswhoabandonteachers.
Walkingaround the school reinforces goodteachingbehaviour. On the
issue of visible presence Andrews et al. (1991: 99) wrote:
Face-to-face verbal exchanges are preferred by effective princi-
pals as a way to advance the vision, mission, and ultimately the
culture of the school.
211
Instructional leadership
Conclusion
In this study data obtained from a literature review, interviews, ob-
servation, and the studyof school documentsare reported. A postulate
of the study was that schools thathad experienced good matriculation
examination results for a number of years would be characterised by
a sound culture of teaching and learning, resulting from effective
instructional leadership.
Thetraditionalperspective on instructional leadership focuses on
the role of principals as leaders of hierarchical structures that may
have isolated teachers from making decisions in this regard. The two
thrusts of reform in the education practice in South Africa today have,
however, influenced the nature of principals’ work in such a way that
they have to devise new and innovative practices to provide instruc-
tional leadership. The following are some of the important findings
with regard to the practice of instructional leadership in the two
schools that were investigated:
• In both schools there is an apparent emphasis on academic as-
pects by both educators and principals.
• The principals’ direct involvement in instructional matters are
verylimited,virtuallynon-existent,andtheyinfluencethe culture
of teaching and learning in a more informal way.
• As a result of increasing responsibilities, the principals’ instruc-
tional leadership task is being shared with the teachers.
• The requirements of the new curricula have also contributed to
new initiatives of instructional leadership where senior teachers
bearthemainresponsibilityforinstructional leadership and curri-
culum management.
• Subject departments are the main structural elements of instruc-
tional leadership and management.
The findings illustrate a move away from the traditional authoritarian
methods of instructional leadership towards a more collaborative ap-
proach. In order for these initiatives to be effective principals need to
empower teachers to be able to fulfill these roles. The approach to
establishing and maintaining a sound culture ofteachingand learning
through the sharingof theinstructional leadership responsibilitiesmay
not be applicable to all schools. However, this approach applies prin-
ciples of management that have the capacity to enhance the culture of
teaching and learning in other educational settings as well. The dif-
ferentroles carried out bythe subject heads and educators in providing
instructional leadership may need further inquiry.
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Andrews RL, Basom MR & Basom M 1991. Instructional Leadership:
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Blase J & Blase J 1998. Handbook of instructional leadership: How really
good principals promote teaching and learning. Thousand Oaks:
Corwin Press.
Blauw WA 1998. Strategic planning for the implementation of a culture of
learning and teaching in a school. MEd dissertation. Stellenbosch:
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Blase J & Blase J 1999. Principals’ instructional leadership and teacher
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Bossert ST, Dwyer DC, Rowan B & Lee GV 1982. The instructional
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The impact on the culture of teaching and learning in two effective secondary schools.

  • 1. 206 Instructional leadership: the impact on the culture of teaching and learning in two effective secondary schools A.G. Kruger Faculty of Education, University of South Africa, P.O. Box 392, U nisa, 0003 South Africa Currently there is a drive to improve the culture of teaching and learning in South Africa, particularly in secondary schools. Recent studies have indicated a direct relationship between the instructional leadership role of the principal and the effectiveness of a school. Initiatives introduced by the governm ent to reform education include the introduction of new curricula and the increase of site based management responsibilities. With these and other increasing responsibilities principals are still accountable for the success of the schools’ academic outcomes. The practice of instructional leadership and its impact on the culture of teaching and learning at two effective secondary schools are investigated. Introduction Principals of South African schools face two major challengesin their day-to-day management duties, namely, (1) handling a greater variety of school-based decisions than before, and (2) creating a sound culture of teaching and learning in which effective education can take place. The current international trend in education reform and restructuring is the decentralisation of decision making powers to the local and school level. The vehicle of this reform is school-based management which implies an increase of the responsibilities of school manage- ment teams and school governing bodies (Squelch, 2000:128, Dim- mock & Wildy, 1999:298). Together with these structural reforms of decentralisation the South African government has also embarked on curriculum reform and a general drive to enhance the culture of tea- ching and learning in schools. The restoration of the culture of tea- ching and learningis one of the most important factors to improvethe quality of education inSouth African schoolstoday (Garson, 2000:4). The central role that a principal plays in all the programmes of a school and the impact that he/she has on the tone and ethos which are conducive to teachingand learningis crucial in the process ofbuilding a sound culture of learning and teaching. This article will focus on the role of the secondary school principal and school management to createand maintain a sound culture of learning and teachingby means of instructional management in schools situated in supportive socio- economic environments. Background and the research problem The poor matric resultsof the past number of years, the lackof learner discipline, the low teacher morale, as well as other educational prob- lems in someof the schools in South Africa have led to a general drive to improvethe culture of teachingand learning and the overall quality of schools in thecountry (Lethoko, 1999:1). A dominant beliefin edu- cational and government circles is thatprincipals can and should make a difference in theacademic standardsof schools(Christie, 1998:291). Principals should, therefore, become leaders of instruction and with dynamic and inspirational leadership focuson raisingthe teaching and learning practices in schools. The responsibility of the principal to ensure that effective teaching and learning takes place in the school is therefore one of the major issues in the endeavour to improve the culture of teaching and learning and thereby create effective schools. This responsibility of the principal to ensure that effective tea- ching and learning takes place is, however, not new — it can be and was always regarded as his/her primary task (AASA, 1992:21). The complexityand weight of the contemporary principal’s task, however, necessitate a clear understanding of this responsibility and the tasks associated with it. In recent years, a great deal of research has been done in order to identify the properties of effective schools. One of the most general conclusions of this research is that a principal can exer- cise a significant effect on the efficiency and success of the school. In addition, global changes are taking place in education that are result- ing in the decentralisation of decision-making powers to school man- agement level, which is further reinforcing the role of the principal as a key figure in the provision of effective teaching and learning. The duties of principals, however, are wide-ranging. They in- clude current initiatives to reform the schooling system such as an increase of site-based management responsibilities and the inclusion of more parent participation in school governance as well as the intro- duction of new curricula. Principals have to divide their time between issues of curriculum and instruction and a large number of non- education matters such as labour relations, financial management and empoweringgoverning bodies. The effective execution of allthe func- tions of a principal will undoubtably ensure the establishment of a positive cultureof teaching and learning andso doing contribute to the effectiveness of the school. However, the principal’s main respon- sibility is to create conditions in the school in which the learners can receive quality instruction (Heck, 1992:21; Olson, 2000:1).The ef- fective management ofthe school’s instructional programme is one of the key school management aspects that can create favourable con- ditions in the school and promote a sound culture of learning and teaching ensuring a school’s effectiveness (Heck, 1992:29, Preedy, 1993:1-5, Chisholm & Vally, 1996:24-29). There is, however, wide- spread agreement, that the principal’s workload is becoming unman- ageable and that many secondary school principals lack the time for, and an understanding of their or instructional leadership task (Olson, 2000:1, Budhal, 2000:45). The question that arises from this is how principals of effective schools can ensure that effective instructional leadership takes place to develop and maintain a sound culture of teaching and learning. An attempt is made to answer this question by describingthe way in which instructional leadership iscarriedout in two effective schools (schools assumed to have sound cultures of teaching and learning) where both the principals’ time is spent increasingly on more man- agement responsibilities. As one of the principals succinctly stated: ... the principal’s responsibilities have shifted from thatwhich he is actuallytrained for, frombeing an instructional leader to much more business principles. Key concepts and related issues Managing the instructional programme to build a productive school culture One of the most general conclusions emanating from the research on effective schools is that a principal can exercise a significant effect on the efficiency and success of the school (Hawley, Rosenholtz, Good- stein & Hasselbring, 1984:53). The school effectiveness studies em- phasised the importance ofthe principal’sinstructional leadership role which concerns the principal's responsibility to ensure that effective teaching and learningtakes place. It relates to the core activitiesof the school, i.e. teaching and learning in the classroom involving all the beliefs, decisions, strategies and tactics which principals utilise to ensure instructional effectiveness in every classroom. Instructional leadership occurs whenthe principal provides direction, resources and support to both educators and learners with the aim of improving teaching and learningat a school. Good instructional leadership is the path to good teaching and learning and instructional leaders ensure a sound culture of learning and teaching in their schools at all times. Although there are different views on the precise nature of the instructional leadership task of the principal, many authors identify South African Journal of Education Copyright © 2003 EASA Vol 23(3) 206 – 211
  • 2. 207 Instructional leadership specific management functions or elements of the principal's manage- ment task that have a significant effect on teaching and learning results. Several efforts have been directed to identify commonalities within a vast array of research data on the instructional role of the principal. The following five functions generally typify instructional leadership (Krug, 1992:432-433, Parker & Day, 1997:87): • Defining and communicating a clear mission, goals and objec- tives: Setting, together with the staff members, a mission, goals and objectives to realise effective teaching and learning. • Managing curriculum and instruction: Managing and co-ordi- nating the curriculum in such a way that teaching time can be used optimally. Principals need to support the teaching pro- gramme and provide the resources that teachers need to carry out their task. • Supervising teaching: Ensuring that educators receive guidance and support to enable them to teach as effectively as possible. The focus of the instructional leader should be more orientated to staff development than to performance appraisal. This implies implementing programmes that may enrich the teaching experi- ence of educators or motivating them to attend such programmes. • Monitoringlearner progress: Monitoring andevaluating the lear- ners’ progress by means of tests and examinations. Using the re- sultsto provide support to both learners and educators to improve as well as to help parents understand where and why improve- ment is needed. • Promoting instructional climate: Creating a positive school cli- matein which teaching and learningcan takeplace. Ina situation where learning is made exciting, where teachers and learners are supported and where there is a shared sense of purpose, learning will not be difficult. Although these functions relate directlyto the instructional leadership task of the principal, all the other management areas in a school tie within the educational aims. This indicates the interrelatedness of the various tasks of school management. It is generally accepted that the different functions of instruc- tional leadership can be carried out within the following two aspects or domains of school management (Fidler, 1997:33, Firestone & Wil- son, 1985:19, Blase & Blase, 1999:353, Bossert, Dwyer, Rowan & Lee, 1982:40): • Bureaucratic and structural aspects which directly influence tea- chers and instruction: These may be regarded as the formal tasks such as co-ordinating the curriculum, framing school goals, su- pervising and evaluating instruction, providing resources, moni- toring learner progress and supportingprofessional development sessions. • Informal aspects which indirectly influence teachers and instruc- tion: These may include aspects of establishing a favourable and supportive climate for teaching and learning by means shared decision-making, collaboration, etc. These two aspects may be conceptually distinct but the actions of a principal, however, may influence both simultaneously. According to Firestone and Wilson (1985:19) the allocation of resources is a good example of this — the allocation of resources that support instruction can promote commitment among teachers and signals that instruc- tional priorities are important. Both these aspects of school manage- ment through which instructional leadership is realised indicate the relationshipbetween the principal’sbehaviour, the organisational cul- ture of the school and the culture of teaching and learning. These two methods of practising instructional leadership and their influences on the culture of teaching and learning formed the basis on which the interviews, conducted during this research, were structured. The organisational culture of the school and the culture of teaching and learning The organisational culture of a school is an important aspect of school life and it has a profound effect on all the other elements of a school. Nowadays more people realise the effect that the organisational cul- ture of the school has on the effectiveness of the teaching andlearning processes in a school and the school as a whole. The organisational culture of a school refers to the convictions, values and expectations of the members of the school which influence the attitudes and work practices of educators, as well as learners, and have a determining influence on the culture of learning and teaching in a school (Hoy & Forsyth, 1986:99). According to Davidoff and Lazarus (1997:42) the culture of the school is the most pervasive aspect of school life, and touches and affects every other aspect in the school. A school with an established teaching and learning culture will also have a well-developed organisational structure and instructional programme that focuses on all aspects of academic achievement and the professional development of educators. Davidoff and Lazarus (1997:42) further indicate the link between organisational culture and the culture oflearning and teachingby pointingout that both the writ- ten and unwritten rules and norms of the school determine a certain pattern of behaviour. In other words, the organisational culture ratifies what is proper and ideal for the school, it exerts pressure on both learners and educators to conform to the standards and validate the high expectations or performance as outlined in the school’s mission statement and policy. By means of the principal’s instructional leadership task he/she can influence the organisational culture of the school by emphasising academic aspects such as staff development programmes, involving educators in decision making, providing re- sources, supervision and provision of instructional time. The culture of learning and teaching The concept of a “culture of learning and teaching” is widely being used in the education context of South Africa. In general it refers to the attitude of all the role players towards teaching and learning and the presence of quality teaching and learning processes in schools. Davidoff and Lazarus (1997:43) identify the following aspects of a sound culture of learning and teaching: • where all role players value the processes of teaching and lear- ning; • where practices reflect a commitment to teaching and learning; • wheretheresources needed to facilitate this processareavailable; • where the school is structured to facilitate these processes. The following are some of the most important factors that contribute to the lack of a sound culture of learning and teaching in some of our schools (Blauw, 1998:8-9, Chisholm & Vally, 1996:5-30): 1. Negative attitudes amongst learners and educators which are remnants from the opposition against the segregated education system of the apartheid era. 2. The poor state of repair of school buildings and facilities. 3. Large shortcomings in the provision of resources, facilities and equipment. 4. Overcrowded classrooms. 5. The lack of management skills needed to deal with thechallenges of school management which are crucial to forming a sound cul- ture of learning and teaching in a school. 6. Poor relationships among principals, educators, learners and parents. A poor culture of learning and teaching in a school refers to a school situationwhereproper teaching and learning has broken down. Accor- ding to Chisholm and Vally (1996:1) the collapse of a culture of lear- ning and teaching is most pronounced in secondary schools. Although schools with a lack of a culture of learning and teaching should be understood within their contexts, the following are common observa- ble features of a poor culture of learning and teaching or a lack there- of: weak/poor attendance, educators do not have the desire to teach, tensions among the various elements of the school community, van- dalism, drug abuse, high dropout rate, poor school results, weak lea- dership, management and administration, demotivation and low mo- rale, disrupted authority and the poor state of buildings, facilities and resources. At the base of these features lies the absence of a sound philosophy, values and norms which shapes the deeper attitude of the
  • 3. 208 Kruger role players in the school with regard to education and schooling in general. On the other hand schools with a sound culture of learning and teachingwilldisplaycertain common characteristics: apositive school climate,soundclassroomenvironments,soundhome–schoolrelations, effective leadership, management and administration, neat buildings and facilities, availability of resources, high professional standards by educators, healthy relationships among all role players, order and discipline, effective instructional leadership and a shared sense of purpose. Research design To be able to understand thenature and impact of the instructional lea- dership role ofthe principal on the realisation of effective teachingand learning activities the following were undertaken in this research: • A literature study of the instructional leadership task of the prin- cipal and its effects on the culture of teaching and learning. • A qualitative study of the application of the principles and func- tions of the instructional leadership task of two principals in secondaryschools on theEast Randwith good matriculation pass rates. The objective was to clarify the perceptions of the principals and to identify the formal and informal actions taken by the principal to give directionin the school’s academic or instructional programme in order to cultivate a sound culture of teaching and learning. Sample After a literature study was undertaken the second stage of the study involved the selection of the two schools displaying academic effec- tiveness.Purposefulsampling was used basedon the schools’ matricu- lation results during the past three years. The superintendent of edu- cation in the East Rand region was contacted to obtain permission to visit the two schools. He identified the schools and informed the prin- cipals of the planned visits. After the two schools indicated their willingness to participate the principals were contacted by the resear- cher to make the necessary arrangements for the visits. The schools are two typical middle class secondary schools, si- tuated in supportivesocio-economic environments, withdiverse popu- lations of learners ranging in terms of income and familybackground. The choice of schools was influenced by the following two factors: • Almost all studies on the influenceof instructional leadership on the culture of teaching and learning investigated schools in the previously disadvantaged areas. • Although the surrounding community of a school can play a role in shaping the school’s culture, the principal’s instructional lea- dership role is a key element in contributing to learner achieve- ments, yet only a few studies on school effectiveness have focused on schools in supportive socio-economic environments (Heck, 1992:21, Dimmock & Wildy, 1995:300). Trustworthiness To ensure trustworthiness, the following strategies to minimize re- searcher bias were followed (McMillan & Schumacher, 1997:404- 411): 1. Triangulation of methods: interviews conducted with principals and educators, observations during normal school days, analysis of relevant school documents and a literature control were the methods utilised in the research. 2. Mechanically recorded data: all interviews were tape recorded and transcribed verbatim. 3. Verbatim accounts: Direct quotations from the transcribed data were used to illustrate the participants’ views. 4. Participants’ language: the interviews were conducted in Afri- kaans, the language of the researcher and the participants. 5. Field research: the research wasdone at the schools in the natural location of the participants. 6. Low-inference descriptors: concrete and precise descriptions from the interviews, observations and documents were used in the research findings. Data collection and analysis Data were collected by means of the following three methods: • Semi-structured interviews with theprincipal and two senior tea- chers of each of the schools. The principals were interviewed in their offices and the duration ranged from one and a half to two hours. The principals were asked to identify two senior teachers forthe interviews. The rationale for this was to interviewteachers with experience who might play important roles in managing the curriculum. The teachers were interviewed in a focus group at an arranged venue in the office block of the school and the inter- views lasted for more or less an hour. • Observations during a normal school day according to a pre- developed schedule. • Examination of relevant school documents which included: S The school’s mission statement S School and Instructional policy S Programmes for staff development S Examination and test time-tables S The budget of the school S The school’s Constitution The interviews consisted of open-ended questions. The questions fo- cused on the two aspects ordimensionsof the principal’s instructional leadership role, namely, the formal and structured aspects of instruc- tional leadership and the informal influence of the principal on the instructional programme of the school. Four focus questions were asked of the principals: How do you as a principal makeprovision for instructional leadership? What formal steps do you take to ensure that teachers perform their teaching duties effectively? What role do you play to influence the climate of the school in an informal way? What steps do you take in drafting the school’s budget and how does it support the instructional programme? The following three questions were posed to the teachers: What formal actions does the principal take to support your teaching task? What informal support do you re- ceive from the principal? How do you as a teacher contribute to the culture of teaching and learning? Permission was granted by all participants to tape record the in- terviews. The interviews were conducted in the home language of the respondents. All the interviews were transcribed by means of a word processor. The quotations fromthe interviews used in this article were translated according to the original transcriptions. Data obtained from the different interviews wereanalysed using Tesch’s approach (Tesch, 1990:89-91,Poggenpoel,1998:334).Thetranscriptswerestudied and, in the process, units, categories and themes were identified. A litera- ture control was conducted to identifysimilarities and differences and to establish this study’s contribution to previous research conducted on the topic. Discussionof the results will focus on theresponsesfrom the interviews and the information obtained from the documents that were studied. The observations at the schools will be included in the discussions where applicable. Discussion of the results The aim of the research was to establish the way in which principals carry out their instructional leadership task and their influence on the culture of teaching and learning at effective schools taking into ac- count their heavy workload during the present period of transforming the schooling system. The categories emerging from the interviews generally coincided with the categories of instructional leadership identified in the literature overview. To the initial question on how the principals make provision for instructional leadership in their busy schedules, both principals ans- wered that they did not have the time to practise instructional or edu- cational leadership as they wished to. Both principals indicated that many of the formal or structured instructional leadership tasks, which include aspects of curriculum management and supervision, are dele-
  • 4. 209 Instructional leadership gated to heads of department or subject heads and that they as prin- cipals influencde the instructional programme in a more indirect way. The following comments illustrate this: School A: A lot of my [educational] competencies are delegated to the heads of department, they are quite towers of strength. School B: ... one relies more on subject heads to give direction in the classrooms with regard to formal and informal meetings, discussions about problematic situations in the classrooms. These views coincides with a number of findings on instructional lea- dership, according to which principals spend little time directly atten- ding to teaching and learning but play a more indirect and supportive role (Haughey& MacElwain, 1992:106, Heck, 1992: 22, Dimmock & Wildy, 1995:318, Keller, 1998:2). Formal bureaucratic methods With regard to the formal instructional leadership responsibilities the following categories were identified in the interviews: Instructional policy and planning Both principals indicated that formal instructional leadership begins with well-designed policy documents with regard to educational mat- ters and well-designed year and quarterly planning. The policy docu- ments that were studied included general aims for the school as well as explanations of instructional aspects such as: subject policies, sub- ject meetings, subject files, differentiation, assessment and discipline. Goal setting and planning is one of the formal aspects of instructional leadership mentioned in a number of studies (Haughty& MacElwain, 1992:116). Both principals stressed the importance of well-designed planning. As the principal of School A stated: “I think that the pro- gramme (year plan) creates a certain sense of security ...” In the beginning of the year clear goals are also set by both lear- ners and teachers. The principal of school B gives the senior learners as well as the teachers opportunities to set and explain their goals for the year. During a staff meeting at the beginning of the year the goals are discussed and during subject meetings these goals are elaborated on and discussed in more detail as they should be applied in each subject. Curriculum management and leadership “You should design a system that works.” These are the words of the principal of SchoolB, referring to curriculum management andleader- ship. Both principals indicated that the responsibility of curriculum management and leadership is shared with heads of department and subject heads and that they are minimally involved in these aspects. The system formanaging the curriculum is structured accordingto the needs and circumstances of each school. Subject heads who may be level one teachers “... act independent, equal to the role ofthe head of department ... In this sense it is also recognition that is given that I think contributes to the sense of positiveness.” The subject heads are responsiblefor the management of all aspects of theparticular subject, including work allocation, time tabling and supervision. Accordingto a teacher in School A who is also a subject head the subject heads are responsible for aspects such as setting the subject policy, planning for the subject in the school and the implementation of any new techniques or approaches. “All new information is discus- sed in the subject meetings and how we should implement them ...” Both principals indicated that they are only involved in super- vision when and if they are invited by the subject heads or when they may identify certain problems. The practice of teachers being respon- siblefor instructional management coincides withthefindingsofDim- mock and Wildy (1995:319): ... curriculummanagementis the responsibilityof seniorteachers and there is a tight linkage between both senior teachers and tea- chers and high quality teaching and learning. Learner assessment Academic excellence is one of the cornerstones of the success of both schools. In this area of instructional leadershipboth the principals play a major role. The principal of School B explained it as follows: “... with the examination results my intervention [in instructional leadership] is usually very strong ...” According to Licata and Harper (1999:473), academic emphasis is asignificant characteristic of effec- tive schools. The emphasis on academic achievements provides a shared meaningabout purposes and the vehicle for integrating the be- haviour of teachers and learners. Productive work takes place when the goals of the school are understood by all stakeholders (Karpicke & Murphy, 1996:27). Both principals monitored the performance of the learners through a comprehensive analysis of the examination re- sults especially the final matriculation results. These data are used to motivate teachers to achieve according to their expressed expectations and the abilities of the learners. School A’s principal explained his monitoring process as follows: I keep record of the performance of every teacher and every groupappointedtohimviasymbolspreadsheets,learneraverages and subject averages. From Grade 6 up to Grade 12. This principal also stressed the emphasis on academic excellence as follows: ... the priority of the school’s budget should be in the interest of the child ... (the budget) should have a direct influence on the bulk of the children, in other words their [the learner’s] academic work is the priority. Supervising teaching The direct supervision of teaching in both schools is delegated to the various subject heads. Both principals will involve themselves with direct supervision only when the need therefore arises. As the prin- cipal of School A explains: ... I do clinical supervision when required by the staff ... and when I require it ... when I get a feeling that I need to visit a specific class because the teacher cannot cope with the class or a specific learner. Classroom visits focusing on a specific prob- lem area will be followed by a discussion between the principal and teacher. Both principals indicated that they prefer to visit classes and provide support in an informal rather than a formal way. One of the teachers in School B expressed herself in this regard as follows: ... on an informal way ... it is more of an informal visit. He will for example merely walk past a class and decide to go in for a visit. This coincides with the findings of Haughey and MacElwain (1992: 117) which indicated that most principals “popped in” to classrooms for brief periods which have an influence on the culture of the school. Blase and Blase (1999:361) found in their research on instructional leadership that even “walk-through” visits without dialogue and feed- back by the principals have a positive impact on the teachers and en- courage motivation, betterplanning/preparation, focus and innovation. Resource management For the effective management of the instructional programme of a school, time, physical and human resources must be available. Physi- calresourcessuchasclassrooms,laboratories,libraries,infrastructure, stationery and instructional aids are important for the culture of tea- ching and learning and the achievement of instructional objectives (Andrews, Basom & Basom, 1991:98, Chisholm & Vally, 1996:13). Both schools have ample physical resources which are well cared for. The buildings and school grounds are neat and clean. Both principals indicated that more or less 30 % of the school’s budget is allocated for the instructional programme. The budgetallocationsreflect the princi- pal’s interest in education and influence the culture of the school. In both schools the instructional time is protected and managed properly. The teachers of both schools are involved in the allocation
  • 5. 210 Kruger of work and the design of their personal time tables. The principal of School A stated: ... everyteacherhas an input into the academic allocation ofwork and therefore we donot have unhappiness at the beginningof the year — they know what they will be teaching. A teacher in School B commented: “... as a department we (teachers) sit together and decide which grades you will teach the following year, so we are involved ...” The involvement of the teachers in decision making about the allocationof work stimulatestheir professional growth and influences the organisational culture of the school positively. One of the teachers commented: “... if you are happy in your subject, you give your best”. Both principals also set a high value on promoting the profes- sional growth of the teachers. Teachers are motivated to attend work- shops arranged by the department at the different teacher centres and to share these ideas with their colleagues. Informal methods related to establishing a productive school climate In both schools the principals commented that they share the instruc- tional leadership role and that much of the formal aspects thereof are delegated to subject heads with the result that their own influence is more indirect and informal. Principals play an important role in crea- ting and maintaining a sound and positive school climate in which learning is exciting, educators and learners are supported for their achievements and there is a shared sense of purpose — in such a cli- mate learning will not be difficult (Krug, 1992:433). The following aspects of instructional leadership identified in the interviews can be related to the establishment ofa positiveschool climate and contribute to establishing a sound culture of teaching and learning: Empowerment and support to teachers Accordingto Heaton(in Steyn, 2000:273) empowermentistherespect for individuals and the willingness to train them, to set reasonableand clear expectations for them and to grant them autonomy to contribute meaningfully and directly to their work. The structures and methods of instructional management in both schools rely on the involvement and leadership of a number of staff members including heads of departments and teachers acting as subject heads. This system empo- wers teachers to work together in teams and to take the responsibility of achieving the goals of the school. The principal ofSchool B stated: Once again because the subject heads are so experienced it is al- most possible for me to keep aloof from it (instructional leader- ship). A teacher in School A commented: “... many times I have ideas and then we discuss it during a subject meeting ... I have the freedom to suggest ways in which work may be done.” Accordingto Reitzug(1997:342),providingteacherswithgreater autonomy and creating opportunities for teachers to engage in profes- sional dialogue develop a supportiveenvironment and create a culture of commitment. A teacher in School B reported as follows: ... every opportunity that was there for me, or which he [the principal] saw or felt as an opportunity for me to grow, he provi- ded me. Bothprincipalssupport theteachers byprotectingthemfrompressures that may influence their instructional activities. They handle difficult disciplineproblems,ensurean appropriatestandard ofdisciplinein the school and take the responsibility to protect teachers from external pressures as a result of system or departmental innovations in order to sustain settings in which teachers feel safe to teach. The principal of School A explained his support in this regard as follows: “Give your problems to me. I will tryand solve them while you can carry on with your work.” This view coincides with the findings of Heck (1992:29) and Fidler (1997:32) that principals can play an important role in dealing with external constituents and protecting teachers from external interference. Apart from these two important aspects the support of teachers took on a variety of forms such as: providing resources, listening to their views, showing appreciation, providing incentives, and sharing their ideas. The example of the principal Thepersonal example of theprincipal and the demonstration of aposi- tive attitude are always ways in which principals influence teachers and this indirectly affects the instructional programme (Keller, 1998: 4). According to Budhal (2000: 95) principals as instructional leaders need to be role-models in every aspectof their day-to-dayinteractions. The teachers of both schools emphasised the positive examples of the principals. A teacher at School A commented that the principal “always has something positive to say during the daily staff meetings”. Bothprincipalsalso set the example ofattending departmentaltraining sessions, such as therecent sessions on the introduction of OBE, toge- ther with the staff members. Setting expectations and recognition of achievements Developing a school vision is an essential foundation from which the instructional activities of the school evolve (Haughey & MacElwain, 1992:108). In almost all the studies dealing with instructional leader- ship, defining and communicating a clear mission, goals and objec- tives for the school forms an important aspect of instructional leader- ship. As Keller (1998:7) puts it: If there is one broad area of agreement among researchers, con- sultants, those who teach prospective principals, and the princi- pals themselves, it is that schools must have a clear idea of what they are about. Understandingthe purposesand goalsof the school by allstakeholders contributes to a healthy organisational culture (Karpicke & Murphy, 1996:27). The principals and teachers of both schools indicated that effective year and term planning and the setting of clear objectives formimportant activities in the beginning of the year. The recognition of achievements forms an ongoing activity in both schools. The prin- cipal of School B commented as follows: “During the weekly meet- ings in the school hall I make an issue of the importance of academic achievements.”Both schools also identify the top ten academic achie- vers during each term and these learners receive bars during the week- ly meetings in the school hall. The principal of School A commented on the academic expectations as follows: It is a total learning culture — where one can, during the weekly meetings in the hall, during class visits, informally with the staff it [academic expectations] forms the discourse of the day. Visibility The teachers in School A commented on the principal’s visibility as follows: “... although he is not a closed door principal he could be more on the grounds”. The principal of School B stated the following in this regard: In the course of the day I make a point of it to walk through the school building ... and to pop in, in one or two classes for a short informal visit. The teachers of both schools did not feel threatened by the principal’s “walk throughs” and “pop in” visits. To them it reflected the princi- pal’s interest and support: “... No it does not bother me, he does not walk around to check on you ...” comments a teacher in School B. A teacher in School Aput it as follows: “... it [his visibility] strengthened our hand and the children liked it”. SimilarlyBlaseandBlase(1998:119) concluded that the example of principals who walk around the school supporting the teachers’ instructional efforts surpassesthatofprincipalswhoabandonteachers. Walkingaround the school reinforces goodteachingbehaviour. On the issue of visible presence Andrews et al. (1991: 99) wrote: Face-to-face verbal exchanges are preferred by effective princi- pals as a way to advance the vision, mission, and ultimately the culture of the school.
  • 6. 211 Instructional leadership Conclusion In this study data obtained from a literature review, interviews, ob- servation, and the studyof school documentsare reported. A postulate of the study was that schools thathad experienced good matriculation examination results for a number of years would be characterised by a sound culture of teaching and learning, resulting from effective instructional leadership. Thetraditionalperspective on instructional leadership focuses on the role of principals as leaders of hierarchical structures that may have isolated teachers from making decisions in this regard. The two thrusts of reform in the education practice in South Africa today have, however, influenced the nature of principals’ work in such a way that they have to devise new and innovative practices to provide instruc- tional leadership. The following are some of the important findings with regard to the practice of instructional leadership in the two schools that were investigated: • In both schools there is an apparent emphasis on academic as- pects by both educators and principals. • The principals’ direct involvement in instructional matters are verylimited,virtuallynon-existent,andtheyinfluencethe culture of teaching and learning in a more informal way. • As a result of increasing responsibilities, the principals’ instruc- tional leadership task is being shared with the teachers. • The requirements of the new curricula have also contributed to new initiatives of instructional leadership where senior teachers bearthemainresponsibilityforinstructional leadership and curri- culum management. • Subject departments are the main structural elements of instruc- tional leadership and management. The findings illustrate a move away from the traditional authoritarian methods of instructional leadership towards a more collaborative ap- proach. In order for these initiatives to be effective principals need to empower teachers to be able to fulfill these roles. The approach to establishing and maintaining a sound culture ofteachingand learning through the sharingof theinstructional leadership responsibilitiesmay not be applicable to all schools. However, this approach applies prin- ciples of management that have the capacity to enhance the culture of teaching and learning in other educational settings as well. The dif- ferentroles carried out bythe subject heads and educators in providing instructional leadership may need further inquiry. References Am erican Association of School Adm inistrators (AASA) 1992. An effective schools primer. Arlington: AASA publications. Andrews RL, Basom MR & Basom M 1991. Instructional Leadership: Supervision that m akes a difference. 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