Author Archives: Sandy Wozniak

3 Tips for Leading Difficult Conversations

Gun violence, Student safety, CRT…oh my!  Issues that bring out resistance, reactions, strong emotions, frustration can make for difficult decisions and daunting conversations. Using a well-thought-out approach can help you lead/facilitate those conversations resulting in collaborative solutions.

In The Wisdom of Crowds, James Surowiecki explores the intriguing and well‐substantiated idea that the collective judgment of many people is almost always better than the opinions of just a few even the experts.  People have their own perceptions, interpretations, values, and experiences which can help us get a more well-rounded understanding of the problem at hand.  Collaboration improves quality, increases commitment, and sends powerful messages about value for others (Creating and Sustaining Decision-Making Excellence).  When anticipating difficult conversations, plan your approach with these 3 steps in mind:

  1. Listen and learn. “Listening is more than being quiet while the other person speaks until you can say what you have to say.” (Krista Tippett on Listening) The need to be heard is one of the most powerful motive forces in human nature…” (Why Listening is So Important).   Listening gives you the opportunity to learn perspectives, goals, content, intentions, and plans.  Acknowledging other perspectives without judgement gives rise to respect and appreciation.  That respect and appreciation go a long way in helping improve staff and community relationships essential to successful implementation of action plans.

 

  1. Gain clarity. Asking the right questions, for example, from the Situation Appraisal Process, can help you develop a comprehensive, shared understanding of the issues at hand. Probing questions like:  What seems to be important? What threats and opportunities do we face? What do you mean by? What else is of concern to you?  What is the seriousness?  What is the urgency?  What is the potential growth?  can help you delve deeper into understanding the issue or problem at hand.

 

  1. Stay focused and centered. When you have a clear road map or process to follow up front, you can steer the conversation back to the main objectives to avoid getting stuck or lose focus to those who are trying to drive the conversation elsewhere.  Keeping the conversation focused on the issues at hand helps you continue to move forward efficiently, removing high emotions from the table.

The benefits of different perspectives and experiences can bring greater understanding of the issues at hand and more successful actions taken.  The risks inherent in divisive topic discussions – wasted time, outburst of emotion, and conflict- can be avoided by being prepared for difficult discussions with a pre-determined process.

Investing in Building Capacity Pays Off in Good Times and Bad

The pandemic has laid bare many faults and inequities in education systems, but it has also highlighted essential skills and successful leadership practices that have proven successful in addressing pandemic-related problems.  We have seen firsthand how proven decision-making and problem-solving processes have been the linchpin of success for leaders during times of crisis or stability.

Hallmarks of Good Leadership

  1. Crisis and change management – Superintendents with crisis decision making experience like Vic Shandor in York County Schools (VA) had systems, skills, and processes already in place giving them an advantage when the pandemic rolled in. Other districts called upon expert consultants to help them as serious issues came to light. Either way, those districts that invested in building the capacity of staff (before, during, or after) gave them the benefits of confidence that things were being taken care of in a meaningful systematic way – and better prepared them for anything they face in the future.

 

  1. Two-way communication – Leaders need to find ways to take on tough issues (CRT, equity, gender, race and sexuality issues, health and safety protocols, staff retention, and academic recovery) and provide ways to get meaningful input from stakeholders. Having transparent processes (like Situation Appraisal) for dealing with complex issues or hiring an outside facilitator can help you remove some of the emotional heat from the conversation, helping you gain trust and transparency and better solutions to the issues at hand.

 

  1. Effective collaboration – Going it alone is no longer a viable option as leaders take on increasing responsibilities as a conduit between government health and safety rules and recommendations, staff, students, parents and community members. With fluid staffing situations, all staff members have had to step up to keep students safe and learning. Having a system that helps leaders connect, share, learn and network their way through issues is a matter of necessity.

 

Throughout this crisis period, the demands on school personnel have changed.  Leaders that rely on proven processes of problem solving and decision making will continue to make rational decisions, find enduring and practical solutions, gain trust and confidence, and save time and money by avoiding mistakes and using the best thinking of their surrounding community. Finding the best solutions, the best actions, and preparing for the implications of any actions demands careful and systematic thinking.  Having a ready process with that good thinking built in saves time, money and upheaval and will serve leadership and staff well in good times and bad.

 

 

 

 

 

Future-proof your workforce

Anyone familiar with theater recognizes the concept of the understudy – the person who learns another’s role to be able to step in on short notice and play the part.  Preparing for sudden departures, turnovers, and the Silver Tsunami in education, means building the leadership capacity for succession.  Succession planning in education is an essential investment to avoid the costs of having an “empty chair.” After all, life happens, and the schools must go on!

Why prepare for succession?

There are dozens of reasons that chair will someday be empty.  The roller coaster ride caused by the pandemic made many rethink their career choice. Some leaders who, preparing to retire before the pandemic, stayed to help their districts weather the storm.  Now that pandemic life has become the norm, they may feel more comfortable leaving.  Certainly the “silver tsunami”– the tidal wave of retirements coming our way will intensify as every single day, 10,000 baby boomers reach retirement age.  Whatever the reason for turnover, it is disruptive and costly –organizational costs are estimated to be 100%-300% of the employee’s salary (source).  Furthermore, as baby boomers retire, younger and often less (or under-)-experienced worker are moving into decision-making roles, increasing the risk of costly mistakes.  Disconcertingly, a recent survey of organizations found that 93% are not building the next generation of leaders in an adequate or robust way (source).  This becomes all the more critical when you consider that it typically takes eight months for a new hire to reach full productivity (source).

How do you prepare?

So, who is your understudy? Who is it that is waiting in the wings in case you are unable to do your job – or if you move to a different job or retire?  What are you doing today to help others prepare for tomorrow? Planning for succession of any position in your organization should be an integral part of preparing for the future.

What are you or your district or organization doing today to be sure that whoever fills that chair – or takes center stage – on your behalf, is ready to seamlessly make that transition – ready to effectively make the decisions and address the issues that they face?

Start here:

Here are 3 things you can do today to prepare for the empty chair:

1 – Identify possible successors

2 – Consider their strengths and skills gaps

3– Involve them in work and professional development that will build their capabilities and knowledge

I once worked for a manager who enthusiastically and convincingly claimed that his goal with each job was to work himself out of a job – to develop others enough to move up or over and take over his responsibilities.  Part of how he assessed his effectiveness as a leader was based on the quality and caliber of those waiting in the wings.  Yet his goal was to help them gain the leadership capabilities to get them out of the wings and onto center stage.  Far from being threatened by others’ growing capabilities, it is how he assessed not only his own effectiveness but when it was time for him to move on.  Making succession planning your goal will future-proof your district from the cost of staff turnover.

Protecting your Decisions with 4 Key Questions

Red UmbrellaHave you decided where your ESSER money investments will be most beneficial?  If so, how do you ensure these decisions actually reach your goals?  How can you prevent outside factors from “raining on your parade”? The success of a decision depends on the success of its implementation and the active management of the risks.  An ideal decision poorly executed will ultimately look like a poor decision.

Preparing for Rain

Once decisions are made, we look forward to reaping the rewards, but like the potential rain on the celebratory parade, smart leaders prepare for all possible eventualities.  We have recently worked with several districts that are using Potential Problem Analysis to ensure successful implementation of ESSER-funded projects/products/programs. As an example, Special Education Leaders in Cumberland County (NC) recently used Decision Analysis to determine which technology products would give them the best possible results with the Exceptional Children in their district.  A good decision-making process gave them confidence in their choices.  But they wanted to go one step further to ensure the successful deployment and implementation of their purchases. They used “potential problem analysis” questions to consider the risks and mitigate possible roadblocks.

Ask first…

The decisions you make about ESSER funds have an impact on instruction, personnel, programs, students, etc.  How can you help support the staff who are essential for this implementation?  Here are 4 key questions to ask before planning for implementation:

  1. If we choose to spend ESSER funds in this way, what are the potential problems that may arise?  What could get in the way of success? What could possible rain on your parade?  Think in terms of the risks to various stakeholders, the schools and district. Of these risks, which pose the highest threat?
  2. What could cause the highest threat potential problems to become reality?
  3. What actions can we take to prevent the likely causes of our potential problems? By when and who will be responsible?
  4. And finally, If the potential problem does occur, what actions can we take to minimize the damage?  Ah, yes – “plan B.”

Spending a little bit of time upfront preventing potential problems can ensure that you have an umbrella of protection once the decision is executed.  Most importantly, it will ensure your decisions on how to spend your ESSER funding will realize their full potential.  Kudos to those leaders who recognize the need to protect important decisions and think through how best to mitigate the risks that could prevent their success.

Increase Retention with Systemic Listening

a listening earSuperintendent turnover, teacher turnover, principal turnover – are no doubt happening – AND there are not many replacements flowing in the pipeline.  Culture is at the top of the list of why people stay or leave their jobs.  In a recent report by Microsoft, employees reported that what they wanted most was “a culture that cares for them, for what they are experiencing and for their future.” Almost two-thirds said that their leaders “don’t prioritize culture, let alone pursue its clarity and cultivation.”  They want and need “leader-led, leader-backed, leader-enabled culture.” We all agree that student learning happens best when they feel that the teacher “cares for them, for what they are experiencing and for their future.”  To build that culture, teachers, leaders and staff members need to be part of a pervasive district culture that grows systemically in response to their needs.

Where do you start?

So how does that happen?  How do education leaders lead, back and enable a culture that demonstrates that they care about their employees now and in the future? Research shows that building staff capacity demonstrates an investment in employees’ futures. For some pointers on where to start, I reached out to Richard Sinclair, founder of Leading Schools Forward, an organization that works with school districts to support the development of a systemic approach to developing school culture.

You need to listen, react, and listen again

Sinclair said that schools that are serious about developing a positive, sustainable culture, approach things from the “inside out”- starting with cabinet members and staff and then moving to the community. For districts to scale such a model, they need to partner with principals to develop systems that measure, discuss, and celebrate employee enthusiasm linked to the system most schools already measure, discuss and celebrate-student achievement. Tying the two systems together creates “systemic listening” – that empowers the staff to lead the change. He went on to say, to grow such capacity the process should begin with principals focused on continually improving their experience and in the case of very large districts with the cabinet (modeled by the superintendent), before moving on to teachers and staff.

How do you begin?
In Richard Sinclair’s experience, you start with a competitive means of measuring enthusiastic loyalty by asking a question like “on a scale from 0-10, how likely are you to recommend our [district or school] as a place to work to your colleagues or friends?,” (this is known as the employee Net Promoter Score  or eNPS),  and to dig deeper, add specific performance development need questions like that of the Gallup 12Q Survey. [For much less, SurveyMonkey has a similar set of questions.]  These help you broach different topics to delve into conversations of greater purpose. Using collaborative processes like Situation Appraisal can help you facilitate sometimes tough discussions that can lead to a continuous improvement plan, implementation plan, continuous feedback, and re-evaluation on a schedule parallel to student achievement efforts to keep culture continuously improving.

Turnover wastes time and money

Turnover can be costly and disruptive.  Building a positive and supportive culture can help you get the right people into education, stay in education, and be competitive.  Using collaborative processes like Situation Appraisal  can help facilitate systemic listening to gather the data needed to determine where you are so you can develop and implement plans to improve.  Building the capacity of your staff to lead and participate in change based on data flips your leadership model from compliance to one of service reflecting a leadership that is not dependent on the leader’s values, but on the organization’s values.  The end result can not only reduce turnover, but may have the added benefit of increasing learning in the classroom.

Looking for more?  Check out these related blog posts

How’s your school year going?  Climate Matters

4 tips for burnout prevention to Increase retention

Want to increase retention?  Don’t do this

 

No-Fail Ingredients for ESSER Budgeting Success

IngredientsWith the supply chain delays, labor shortages, escalating costs, and the deadline for ESSER spending looming, school superintendents are facing unique budget challenges.  Recent ESSER funding programs have changed the scope and complexity of budget decision making – and increased the visibility and volatility.

To increase the chances for success in times of volatility– leaders need to intentionally strengthen those ingredients that have always been part of the formula or recipe for success in a school district.  According to Edweek’s Leaders to Learn From, there are common ingredients that are relevant, powerful, and timeless for school leaders.  Reinforcing and systemizing those ingredients can help you work your way through the ESSER budget challenges ahead.

Recipe for Better Budget Decisions

Ingredients:

Communication

Collaboration

Decision Making Process

How to mix them together:

Data-driven Decision Making Process:  How will you explain the why in your decision making of ESSER funds? How can you be a good steward? use appropriately? meet the spending deadlines? How do you remain focused on the North Star of Student Progress? Using a process, like Decision Analysis, can help you focus and clarify your spending goals, identify and organize relevant data and analyze the risks of the decision you make in a clear and transparent process.  Transparency is an important foundation for effectively building trust and increasing buy-in.

 Communication How will you explain the why of your decisions using ESSER funds? How will you tell the story of progress and short and long term impacts? Building an intentional communication plan that will ensure communication from start to finish is one way to ensure that this does not get forgotten or ignored when the going gets tough.   This article in District Administration, 6 Ways to Tell a Compelling and Effective COVID Recovery Story,  highlights some creative ways to share your recovery fund stories.

Collaboration- What problems need to be solved? Who needs to be involved to ensure we make the best possible choices?  Whose commitment to a solution do we need? The old adage “two heads are better than one” has never been truer while approaching the complex issues that have arisen over the last two years.  Getting the right people in the room, to provide expertise and perspective should be an essential first step to developing your budget.  Working as a team, empowering colleagues builds strong relationships, trust, and buy-in.

Tips for Getting Good Results

Like any good recipe – you can add some of your own flavor and tweak your budgeting processes to fit your needs, but  sharpening communication, facilititating collaboration and using a good solid decision-making process will help ensure that dollars are being used in meaningful ways that you can clearly communicate and demonstrate.  Using a collaborative and quality decision making process heightens transparency and helps build trust and commitment to the solution. When all is said and done, you want to know that you can stand behind decisions that were made about ESSER funding and that you have results you can proudly share.

 

 

 

 

 

 

Want to Increase Retention? Don’t do this!

Retention – it seems to be on everyone’s radar these days – and with good reason.  Existing staff shortages, early retirements and potential resignations have us all thinking about ways to hold on to the staff that we have.  There are a lot of great ideas out there about how to go about accomplishing this – the “Do’s”.  These offer many helpful ways to approach the issues, increase teacher satisfaction, etc.  But part of the puzzle involves not doing things that make the problem worse.  Let’s look at some of the “Don’ts” – those things to avoid as we address retention.

Don’t – Avoid going to the source – the ones who can speak most eloquently about why they are leaving are the ones who are leaving.  It can be tempting to avoid “bad news” or frustration, but this information provides a wealth of useful data that can be used to take action moving forward.   Is there an existing process for finding out why they have left and what might have made them stay?

Don’t – Create more work for people – it may be an honor to be selected to sit on a task force, provide input on a critical problem, etc., but the reality is that these responsibilities and requests get added to an already overflowing plate.  People can resent these ways to contribute as they struggle to just stay on top of day-to-day activities.  Given that getting their input is essential, in what ways can you mitigate the extra burden or incent their involvement?

Don’t – Neglect the people who are not leaving – most of your workforce is not resigning (although it might sometimes feel otherwise).  What can we learn from them?  They are the ones in the trenches who have timely, accurate information and experiences – what makes them stay?  What would make their jobs easier?  What would they like to see changed?  How can we make sure they feel appreciated and valued?

Don’t – Generalize or rely only on others’ experience from other schools and districts – certainly there are things to learn from other districts, schools, departments, etc.   But a targeted solution requires that you really understand what is happening around retention in your district, school, or department – and why.  Doing that requires embracing the data – taking a good hard look at the reality and knowing what is and is not working for people.  You must involve stakeholders in the problem solving.  If you don’t, you’ve missed a golden opportunity – and any solutions risk being seen as off-base, out of touch, or top-down (and thus potentially lacking in credibility and support).

All districts have a unique set of experiences

Each school and district needs to grapple with their own experience of staff shortages and what is contributing to them.  Process tools like TregoED’s Situation Appraisal, Problem Analysis, etc. can help you collect, sort, and analyze data to help define and develop solutions to the problem.  As Aristotle said, “A problem well-defined is half-solved.”  We can borrow and tailor ideas from other districts about effective ways to address it, but we can also intentionally avoid doing things which either exacerbate the problem or miss the mark. Increasing retention is a complex problem that can be hard to wrap our heads around – but like all big problems, it is easier to deal with when we clearly define it and understand it, involve stakeholders and get creative about how to address it.

Get Your Priorities Straight Using a Little SUG

List of priorities

In today’s world, school leaders have critical, complex priorities that are constantly shifting. Getting your priorities straight is easier said than done when the world around you is in constant flux.  Just looking at the first hour of the average school day this year, we find leaders dealing with a multitude of tasks caused by the onslaught of attendance issues, both student and staff, brought on by Covid 19.  These issues are just the beginning of a long day, week, month, year that includes everyday anomalies as well as the everyday work that needs to be done to ensure a healthy, safe, equitable, education for the children in your care.

Start the day with some SUG

How do you quickly sort through and prioritize these daily issues? Organizing tasks using the parameters of Seriousness, Urgency and Growth (SUG) can give you a consistent and easily shared and understood framework to begin each day.  Building a chart around the issues and these three parameters can make your work visible and help you easily determine what needs to be done, by whom and by when.

Using simple questions can help you score each area with a high, medium, or low:

Seriousness:  Does this issue have an adverse effect on people, safety, money, or legal compliance?

Urgency:  Does this issue have a timeline, due date, natural sequence that would put it in front of other issues?

Growth:  If you do nothing about this issue, will the effects get compounded?

A typical morning chart might look like this:

 

Issue Serious Urgent Growth
Mr H absent- no sub

 

H- 5 classes to cover M – no class period 1 L
Aide #1 is out H – safety of children getting off bus and parent traffic H – they have bus

duty for student Arrival

M – Slowing the entry   of the children can   affect period 1
 

Positive covid tests in room 5 reported overnight

 

M- Nurse needs to notify all students/teacher

 

M- cannot do this until  nurse arrives and facts gathered

 

H – people will be   upset if not notified in   timely manner

 

Due to accident on highway, Lunch delivery truck will be late

 

M – may have to adjust lunch

schedules

 

M- lunch does not   begin until 11am

 

L- over time, this issue may resolve itself

 

Note, that all issues are important and crucial to the smooth operation of the school.  The absence of the Aide may not intuitively rise to the top of the issues, but using SUG helps you clearly identify issues that need to be immediately addressed- in this case, getting a replacement for the aide in the parking lot seems like the first order of business.  Doing this work collaboratively with a team each morning can help ensure that all issues and perspectives are considered, and it also help in delegating responsibilities/action items and/or enlisting help to ensure your day gets off to a good start.  Having a strategy like SUG from the SCAN Process in place also familiarizes your team with a systematic way to think about other more complex problems ahead.

 

4 Tips for Burnout Prevention Increase Staff Retention

BurnoutWe don’t need TikTok’s “Quit-Tok” videos to know that the Great Resignation is upon us.  You don’t have to look further than your office, classroom, or boardroom to know people are exhausted and frustrated.   A recent survey by the National Association of Secondary School Principals indicated that job satisfaction is at an ultimate low with almost 4 out of 10 principals (38%) expecting to leave the profession in the next three years.

In addition:

  • 68% of principals report being concerned about the teacher shortage in the 2021-22 school year, with 41% reporting they are “extremely concerned.”
  • Similarly, 68% are concerned about educator burnout, with 44% reporting they are “extremely concerned.”

How can we address these issues to reduce the effects of staff shortages, resignations, and burnout? As we move forward through these turbulent times, we need to continually assess and ask ourselves these questions:

How are we caring for those who are still here?

Most employees have not left – but they are definitely bearing the brunt of the vacancies – be they daily absences or resignations.  It’s so easy to get so focused on who’s leaving and where there are shortages, that we forget to take care of those who have stayed.  How can we better embrace the folks that are still here and let them know they matter? Communication, a clear sense of direction, empathy and appreciation are universal needs of all staff and can provide the support that they need to thrive and grow.

How are we handling that which we can control?

Teachers and principals cite “lack of administrative support” as the #1 reason they leave.  We have no control over COVID, mandates, market conditions, etc. – but we do have control over the department/school/district culture and environment we create.  Why give people additional reasons to go?  We need to create a culture that people don’t want to leave.  A positive, supportive culture and community makes it harder to say goodbye.

Are people overworked in some ways and underutilized in other important ways?

By far the most overlooked and underutilized resource is the thinking power of our people. Just 27% of Principals “strongly agree” that their district appropriately consulted them about how to use COVID-relief financial aid for their school. By engaging people in addressing problems and decisions, schools and districts have access to better solutions.  When organizations fail to do this, they “leave silver in the mine” (as Ben Franklin would say).  Ken Blanchard, organization and leadership expert once said, “Remember, all the brains are not at the top of the organization.” Although no leader would ever disagree – sometimes their practices do not reflect this belief. Let’s harness that brain power for important the important decisions and problem solving ahead.

Are we avoiding avoidable problems?

So much that has happened over the past 2 years could not have been anticipated.  It can feel like a never-ending stream of new, emerging, and repeated challenges.  But we don’t need to make it worse with ill-conceived decisions or poorly implemented solutions.  In the midst of turbulent times, the last thing we need or can afford is to compound our problems.

Actions that can prevent problems, like reducing workloads, increasing autonomy or increasing mentorships discussed in this recent article, 5 Ways for School Leaders to Reduce Teacher Burnout, can go a long way in reducing teacher OR leadership burnout. These strategies which can be strategically planned for using Potential Problem Analysis can work for all staff members.

If we have learned anything from the last two years, it is that there are no easy answers or magic bullets.  However, we have also learned how incredibly capable, resilient, adaptable, and ingenious people can be.  Asking the right questions can help you find ways to give people the tools and support that they need to cultivate those capabilities to prevent burnout and future resignations.

Steady as She Goes! Performance Systems Un-Rock the Boat

Times of uncertainty and volatility rock the boat – they often change what and how things need to be done. This places unfamiliar pressures on people and elevates stress. Ed Week’s “What Teachers Who Might Quit Are Really Thinking” and other articles highlight some of the unintended consequences:

  • Feeling undervalued, more exhausted, more dissatisfied
  • Grappling with additional work and more responsibilities
  • Scrambling to keep up with changing requirements and policies
  • Uneven balance of work with family life (especially when family members are ill or children are home due to COVID closures)
  • More stressful and punishing work environment

Performance Systems Reflect Beliefs

Most of these unintended consequences can be managed or even eliminated with the right support.   TregoED’s most recent white Paper, “Ever Ready Leadership in a VUCA World” recognizes Performance Systems as one of the 5P’s – characteristics, systems or skills necessary to successfully navigate the volatility, uncertainty, complexity, and ambiguity of today’s education environment.

TregoED’s view of human performance is based on the fundamental beliefs that people, at heart, want to do a good job.  No one sets out to fail or do poorly.  Research shows that when performance suffers, 85% of the time it is due to factors in the performance environment – not a problem with a person’s ability to do the job.

Key Areas Affecting Performance

A person’s performance is a result of several factors which either impede someone’s success or support it including:

  • the job setting,
  • access to necessary resources,
  • clarity about what is expected,
  • quality and consistency of feedback,
  • ensuring competing tasks don’t interfere,
  • ensuring consequences support desired results.performance factors

Don’t wait for people to leave

Literally everything we need to do on the job – or that we need others to do – is influenced by critical elements of the performance system. It is tempting to point fingers and place blame when someone’s performance is lackluster.  However, think of how much more productive and supportive it can be to first look at what in their performance environment is getting in the way? And in times of VUCA, there is no need to wait for performance breakdowns. We can stabilize the proverbial boat by proactively removing obstacles and supporting people in achieving desired results in a less punishing way.