Michael Roe CLMS The First 90 Days University of La Verne Department of Organizational Leadership Hemet Unified School District Dr. Michael Roe

Michael Roe CLMS Objectives Global and Localized View of Education Global and Localized View of Education Framing as Leader Framing as Leader What is… v. What could be… What is… v. What could be… Brief outline of the Research Brief outline of the Research Establish importance of the first 90 Days Establish importance of the first 90 Days Practical Strategies Practical Strategies Implement immediately regardless of where you are at in your organization Implement immediately regardless of where you are at in your organization

Michael Roe CLMS The First 90 Days of a Middle School Principalship: Tasks and Strategies Employed by Successful Principals

Michael Roe CLMS Topic Aspirations – Principal Aspirations – Principal How can I be an Effective Change Agent? How can I be an Effective Change Agent? What does the transition look like? What does the transition look like? What should I be aware of? What should I be aware of? What areas must I give my focus to ensure success as a principal? What areas must I give my focus to ensure success as a principal? What are successful principal’s doing in the critical transition? What are successful principal’s doing in the critical transition?

Michael Roe CLMS Significance “Game Plan” A clear view of successful tasks and strategies. A clear view of successful tasks and strategies. Theory of “Small Wins” Theory of “Small Wins” Implications for the profession Implications for the profession Educational Programs can target instruction for aspiring administrators Educational Programs can target instruction for aspiring administrators A wealth of pending retirements = transitions from the outside v. within A wealth of pending retirements = transitions from the outside v. within Collaboration amongst Universities (ULV, USC, APU, Pepperdine) already forming in this area Collaboration amongst Universities (ULV, USC, APU, Pepperdine) already forming in this area

Michael Roe CLMS Problem “Funnel” A Wealth of research exists in the Private Sector regarding the crucial transition A Wealth of research exists in the Private Sector regarding the crucial transition Myriad of research in Education related to successful strategies employed by principals Myriad of research in Education related to successful strategies employed by principals Little research that directly addresses the first 90 days of a Principalship Little research that directly addresses the first 90 days of a Principalship No research has been conducted to address the transition period of the first 90 days of a middle school Principalship No research has been conducted to address the transition period of the first 90 days of a middle school Principalship

Michael Roe CLMS Marzano (2005) Context “What Works in Schools” Model Guaranteed and Viable Curriculum (School Level Factors) Guaranteed and Viable Curriculum (School Level Factors) Challenging Goals and Effective Feedback Challenging Goals and Effective Feedback Parent and Community Involvement Parent and Community Involvement Safe and Orderly Environment Safe and Orderly Environment Collegiality and Professionalism Collegiality and Professionalism Instructional Strategies (Teacher Level Factors) Instructional Strategies (Teacher Level Factors) Classroom Management Classroom Management Classroom Curriculum Design Classroom Curriculum Design Home Environment (Student Level Factors) Home Environment (Student Level Factors) Learned Intelligence and Background Knowledge Learned Intelligence and Background Knowledge Motivation Motivation

Michael Roe CLMS Research Questions In the next five years, what tasks will principals need to pursue in order to lead schools of the future during the first 90 days of a new middle school Principalship in the following areas: In the next five years, what tasks will principals need to pursue in order to lead schools of the future during the first 90 days of a new middle school Principalship in the following areas: Guaranteed and Viable Curriculum Guaranteed and Viable Curriculum Challenging Goals and Effective Feedback Challenging Goals and Effective Feedback Parent and Community Involvement Parent and Community Involvement Safe and Orderly Environment Safe and Orderly Environment Collegiality and Professionalism Collegiality and Professionalism Instructional Strategies Instructional Strategies Classroom Management Classroom Management Classroom Curriculum Design Classroom Curriculum Design Home Environment Home Environment Learned Intelligence and Background Knowledge Learned Intelligence and Background Knowledge Motivation Motivation

Michael Roe CLMS Research Question #2 Of the tasks identified in Research Question One, which are considered to be the most important from the perspective of the principal panel? Of the tasks identified in Research Question One, which are considered to be the most important from the perspective of the principal panel?

Michael Roe CLMS Research Question #3 Of the tasks identified as most important in Research Question Two, what strategies did the principal panel identify as successful in addressing those tasks? Of the tasks identified as most important in Research Question Two, what strategies did the principal panel identify as successful in addressing those tasks?

Michael Roe CLMS Methodology Multiple Rounds of Successive Surveys – Funnel (March-May 2008) Multiple Rounds of Successive Surveys – Funnel (March-May 2008) General to the specific General to the specific Round 1 = Identify Round 1 = Identify Round 2 = Rank Round 2 = Rank Round 3 = Strategy Round 3 = Strategy Qualitative Qualitative Match Analysis Match Analysis Very similar to a Policy Delphi Very similar to a Policy Delphi

Michael Roe CLMS Principal Panel = Successful California League of Middle Schools California League of Middle Schools Schools to Watch Schools to Watch Academic Excellence Academic Excellence Developmental Responsiveness Developmental Responsiveness Social Equity Social Equity Organizational Structure and Processes Organizational Structure and Processes

Michael Roe CLMS Results 4 Major Areas Emerged 4 Major Areas Emerged A Clear Understanding of the Transition A Clear Understanding of the Transition (STARS - Watkins) (STARS - Watkins) Academic Rigor (Wagner) Academic Rigor (Wagner) Alignment Model (Roe) Alignment Model (Roe) Building Organizational Capacity Building Organizational Capacity Meeting Design (Lencioni) Meeting Design (Lencioni) Task v. Relationship Task v. Relationship

Michael Roe CLMS Transition Leaders in transition rely on the skills and strategies that worked for them in the past. That’s a mistake. Stars Model.doc Stars Model.doc

Michael Roe CLMS One Leadership Style Does Not Fit All Six fundamental principles will help leaders make effective transitions into new roles. Six fundamental principles will help leaders make effective transitions into new roles. The type of business environment dictates how those principles should be applied. The type of business environment dictates how those principles should be applied. Fundamental Principles.doc Fundamental Principles.doc

Michael Roe CLMS Small Wins Key – Avoid Traps Focusing too heavily on details Focusing too heavily on details Reacting negatively to criticism Reacting negatively to criticism Intimidating others Intimidating others Jumping to conclusions Jumping to conclusions Micro-Managing Micro-Managing Make people believers, not bystanders Make people believers, not bystanders Understand uncertainty Understand uncertainty Show Humility Show Humility Learn about your team Learn about your team

Michael Roe CLMS Setting Your Leaders Up to Succeed Dial back the pressure cooker Dial back the pressure cooker Engage the support network Engage the support network Build transition capability, not just position capability Build transition capability, not just position capability

Michael Roe CLMS Paradigm Shift In today’s highly competitive global “knowledge economy,” all students need new skills for college, careers, and citizenship. The failure to give all students these new skills leaves today’s youth – and our country – at an alarming disadvantage. School’s haven’t changed; the world has. And so our schools are not failing. Rather, they are obsolete – even the ones that score the best on standardized tests. This is a very different problem requiring an altogether different solution (Wagner, 2008, p. xxi). didyouknow.wmv

Michael Roe CLMS Three Fundamental Transformations The rapid evolution of the new global “knowledge economy,” with profound effects on the world of work – all work. The rapid evolution of the new global “knowledge economy,” with profound effects on the world of work – all work. The sudden and dramatic shift from information that is limited in terms of amount and availability to information characterized by flux and glut. The sudden and dramatic shift from information that is limited in terms of amount and availability to information characterized by flux and glut. The increasing impact of media and technology on how young people learn and relate to the world – and to each other. The increasing impact of media and technology on how young people learn and relate to the world – and to each other. Competency Model.doc Competency Model.doc

Michael Roe CLMS Area 3: Alignment Balance Balance Current Structure Current Structure Needed Competencies Needed Competencies Roe Horton Model.doc Roe Horton Model.doc

Michael Roe CLMS Two Emerging Themes Based on the Findings

Michael Roe CLMS Building Organizational Capacity Involve all Stakeholders (C&I) Involve all Stakeholders (C&I) Vital networking = past traditions and opportunities for growth Vital networking = past traditions and opportunities for growth Creation of Various Leadership Teams to address critical issues Creation of Various Leadership Teams to address critical issues Systems = Consistency = Confidence Systems = Consistency = Confidence Relationship Building in Natural Ways Relationship Building in Natural Ways

Michael Roe CLMS Theme II Building Relationships with Staff, Students, and the Community

Michael Roe CLMS Task v. Relationship Daunting Task in the first 90 days Daunting Task in the first 90 days Creation of Systems to Cultivate Relationships Creation of Systems to Cultivate Relationships Bringing the Community together in tough decisions – cannot be an isolated process at the site Bringing the Community together in tough decisions – cannot be an isolated process at the site Crucial Conversations Crucial Conversations

Michael Roe CLMS OrientationOrganizationOpen Data Flow Problem Solving Dependency Conflict Cohesion Interdependenc e (Group Development Matrix, Jones & Bearley, 1986, 1999) Copyright  1986, 2000 J. E. Jones and, W. L. Bearley

Michael Roe CLMS Meeting Design Balance between Task and Relationship Balance between Task and Relationship Mine for conflict and exploit it Mine for conflict and exploit it Don’t confuse roles during meeting – Facilitation v. Participant Don’t confuse roles during meeting – Facilitation v. Participant Attach meetings to Outcomes Attach meetings to Outcomes Meeting Design.doc Meeting Design.doc