13
DOCUMENT RESUME ED 420 710 TM 028 432 AUTHOR Trimble, Susan B.; Peterson, Gary W. TITLE A Multitrait-Multimethod Framework To Assess Team Leadership and Team Functioning. PUB DATE 1998-04-00 NOTE 15p.; Paper presented at the Annual Meeting of the American Educational Research Association (San Diego, CA, April 13-17, 1998). PUB TYPE Reports Research (143) Speeches/Meeting Papers (150) EDRS PRICE MF01/PC01 Plus Postage. DESCRIPTORS Case Studies; *Educational Change; Elementary Secondary Education; *Evaluation Methods; Focus Groups; Interdisciplinary Approach; Interviews; *Leadership; *Multitrait Multimethod Techniques; *Teacher Collaboration; *Teamwork ABSTRACT The growth of educational teams in collaborative reform initiatives spurs a need for team assessments to assist in promoting functional team environments, productive team work, and member satisfaction. This study applied a multitrait-multimethod framework (D. Campbell and D. Fiske, 1959) to assess team functioning and team leadership. Four case studies of four middle level interdisciplinary teacher teams illuminate how the multitrait-multimethod framework can be used to assess and then prescribe interventions to enhance team functioning. This paper presents two of four cases. A traits-by-methods (4 x 4) matrix provided a conceptual framework for a comprehensive assessment of each case. Traits were task, relationships, leadership, and motivation/energy. Methods were story-writing, questionnaires, direct observation of team meetings, and leader focus groups using metaphors. The results substantiate that the multitrait-multimethod framework provides convergent, concrete, and useful findings to generate recommendations for team maintenance and improvement. (Contains four tables and seven references.) (Author/SLD) ******************************************************************************** * Reproductions supplied by EDRS are the best that can be made * * from the original document. * ********************************************************************************

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DOCUMENT RESUME

ED 420 710 TM 028 432

AUTHOR Trimble, Susan B.; Peterson, Gary W.TITLE A Multitrait-Multimethod Framework To Assess Team Leadership

and Team Functioning.PUB DATE 1998-04-00NOTE 15p.; Paper presented at the Annual Meeting of the American

Educational Research Association (San Diego, CA, April13-17, 1998).

PUB TYPE Reports Research (143) Speeches/Meeting Papers (150)EDRS PRICE MF01/PC01 Plus Postage.DESCRIPTORS Case Studies; *Educational Change; Elementary Secondary

Education; *Evaluation Methods; Focus Groups;Interdisciplinary Approach; Interviews; *Leadership;*Multitrait Multimethod Techniques; *Teacher Collaboration;*Teamwork

ABSTRACTThe growth of educational teams in collaborative reform

initiatives spurs a need for team assessments to assist in promotingfunctional team environments, productive team work, and member satisfaction.This study applied a multitrait-multimethod framework (D. Campbell and D.Fiske, 1959) to assess team functioning and team leadership. Four casestudies of four middle level interdisciplinary teacher teams illuminate howthe multitrait-multimethod framework can be used to assess and then prescribeinterventions to enhance team functioning. This paper presents two of fourcases. A traits-by-methods (4 x 4) matrix provided a conceptual framework fora comprehensive assessment of each case. Traits were task, relationships,leadership, and motivation/energy. Methods were story-writing,questionnaires, direct observation of team meetings, and leader focus groupsusing metaphors. The results substantiate that the multitrait-multimethodframework provides convergent, concrete, and useful findings to generaterecommendations for team maintenance and improvement. (Contains four tablesand seven references.) (Author/SLD)

********************************************************************************* Reproductions supplied by EDRS are the best that can be made *

* from the original document. *

********************************************************************************

98achan I

1998 AERA Annual Conference, San DiegoSession 1.26 Monday April 13, 1998

A Multitrait-Multimethod FrameworkTo Assess Team Leadership and Team Functioning

Susan B. Trimble Gary W. PetersonGeorgia Southern University Florida State University

Abstract

1

The growth of educational teams in collaborative reform initiatives spurs a need for teamassessments to assist in promoting functional team environments, productive team work, andmember satisfaction.. This study applied a multitrait,-multimethod framework (Campbell &Fiske, 1959) to assess team functioning and team leadership. Four cases studies of four middlelevel interdisciplinary teacher teams illuminated how the multitrait-multimethod framework canbe used to assess and then prescribe interventions to enhance team functioning. For purposes ofthis paper and presentation, two of the four cases are presented. A traits by methods (4 x 4)matrix provided a conceptual framework for a comprehensive assessment of each case. Traitswere task, relationships, leadership, and motivation/energy. Methods were story-writing,questionnaires, direct observation of team meetings, and leader focus groups using metaphors.The results substantiated that the multitrait-muhimethod framework provided convergent,concrete, and useful findings to generate recommendations for team maintenance and/orimprovement.

PERMISSION TO REPRODUCE ANDDISSEMINATE THIS MATERIAL

HAS BEEN GRANTED BY

(1.-

TO THE EDUCATIONAL RESOURCESINFORMATION CENTER (ERIC)

U.S. DEPARTMENT OF EDUCATIONOffice of Educational Research and Improvement

ED ATIONAL RESOURCES INFORMATIONCENTER (ERIC)

This document has been reproduced asreceived from the person or organizationoriginating it.

Minor changes have been made toimprove reproduction quality.

Points of view or opinions stated in thisdocument do not necessarily representofficial OERI position or policy.

2

Introduction

The expansion of group-orientated practices in organizational decision-making is evidentin industry and education. In delivering instruction, the focus of educational practices is shiftingfrom teachers working in isolation to teachers planning instruction together as interdisciplinaryteam members making connections among their subject areas. Specifically at the middle level,where the vehicle for teacher collaboration is interdisciplinary teams of teachers and students, thenumber of schools using interdisciplinary has increased from 33% in 1989 (Alexander &McEwin, 1989) to 42% in 1990 (Epstein & Mac Iver, 1990) to 57% in 1993 (Valentine, Clark,Irvin, Keefe, & Melton, 1993).

The increase in the number of educational teams, however, is not matched by adequateteacher training in collaborative group processes to promote team potential, team maintenance,and outputs (Mac Iver & Epstein, 1990; Trimble & Irvin, 1996). Nor do the available teamassessment instrument address the complexity of factors impacting team functioning. Without theuse of a broad range of measures to assess the complexity of team work on which to developrecommendations for staff development, the potential of teams in many cases remains untapped.Assessing how a team functions, therefore, provides an initial step to evaluate and improve teamperformance.

The Proposed Multitrait-Multimethod Framework

The present study addresses the need for a comprehensive assessment to cut throughnatural individual and team defenses and to provide information in concrete and comprehensiveterms useful to team members. The proposed method of team assessment is a multitrait-multimethod framework, similar to that proposed by Campbell and Fiske (1959) to evaluate theconstruct validity of psychometric measures. A description of the proposed framework ofassessment with 4 levels of traits and 4 levels of methods follows:The Four Traits. The four traits or dimensions of team functioning were defined as:

(a) Task: the focused activities of the group to produce an outcome;(b) Relationships: membership concerns, roles, status, and affiliations;(c) Leadership: a set of behaviors that help a group to move towards a particular

objective;(d) Motivation/energy: the activity level used for group productivity or group

maintenanceThe Four Methods. Four assessment methods included the following:

(a) Story-writing for projections of group-related mental schema,(b) Questionnaires to target comprehensive team functioning,(c) Team meeting observations to map communication patterns, and(d) Focus groups to collect metaphors to reveal leader symbolic representation.

Research Objectives

The purpose of the study was to demonstrate the use of the multitrait-multimethodframework to assess team functioning and to prescribe interventions to enhance team functioning.This study explored four cases studies, two of which are presented in this paper. The studysought to demonstrate the application of the proposed method to examine team process only. Atthis time, the relationship between process and product was not investigated. It was proposed

3

that the analysis of the results could be used to prescribe ways to improve team performance andto act as a stimulus for further research.

ParticipantsThe sample consisted of 4 interdisciplinary teacher teams (4 teachers each) in a

southeastern United States middle school (Grades 6-8). Both the teams and the school were in thefirst year of operation, although some of the teachers had worked together in a former school andhad chosen to transfer to the new school. The middle school was structured by 18interdisciplinary teams of teachers who taught and guided the same group of students ingrades 6 - 8. The present case studies were two 7th grade teams and two 8th grade teams. Teamleaders consisted of 3 white females and 1 black female. Team teachers consisted of 11 femalewhite teachers and 1 white male teacher, with years of teaching experience ranging from 3 monthsto 25 years.

Data CollectionWith the support and interest of the principal, the proposed method of team assessment

was administered to all teams in the spring of 1997. The teachers, assembled by grade levelsduring their planning time, individually wrote stories to the same three pictures (method 1) andindividually completed the questionnaire on aspects of their teams functioning (method 2). Thecollected stories and questionnaires were grouped by teams and checked for full participation byall team members. four-member teams with completed and full participation of members werechosen for team meeting observations (method 3). In the following weeks, team meetings of fourteams were observed and scripted, with the scripted notes set aside by the researchers for analysisafter the meetings of the team leader focus groups (method 4). Team leaders of all the teams inthe school were then assembled by grade level for a grade level team leader focus group. Theteam leaders completed the team leader response sheet and then spoke about their feelings andthoughts about being a team leader. To maintain the highest possible degree of unbiased datacollection, no analysis of the content occurred following each phase of data collection.

Coding of DataThe authors coded the stories written to pictures (method 1), scored the questionnaires for

variance in the answers and convergent of high and low scores (method 2), coded the teammeetings for communication patterns (method 3), and recorded the team leader focus group foroverall themes of metaphors chosen by team leaders to depict their team and their leadership.

Data AnalysisThe data were recorded on a 4 x 4 matrix of trait by method for each team. Inquiry

questions for each method by trait (see Table 2) pinpointed aspects of team functioning andleadership that were unique to each method and provided direction for recording data in thematrix. Data were related using operationalized constructs of tasks, member concerns,leadership, and energy/motivation to find points of agreements through repeated findings andevidence of novel traits or behaviors attributable to the method or the team. Issues of validitywere addressed in a manner similar to the form of the multitrait, multimethod work of Campbell &Fiske (1959) where convergent and discriminant validity were established through a correlationmatrix.

4

Validation in the FieldTo validate the findings for each team, at the end of the school year, the principal and two

assistant principals who had supervised the four teams for the previous nine months at the schoolfirst recorded in short phrases their impressions of each of the four teams. The researcherscompared these comments of the three principals to their findings for each team and used theprincipals' notations to stimulate discussion with the principals about the findings by themultitrait-multimethod framework. The verifications of the principal.and two assistants confirmedreliability of the summative assessment for each team.

Findings

The four methods provided the following assessment across four dimensions of teambehaviors: task, member concerns, leadership, and energy/motivation. For purposes of this paper,findings and recommendations of two out of the four cases are provided here to illustrate a highand low performing group.

Case #1: The Bees. (see Table 3). This team demonstrated a balance of task andrelationship, matched by an appropriate delegating type leadership. Discussions ended in closure,with tasks completed and roles defined. The metaphor choice of the team leader was the team as"bees." The practical approach to work emerged with the metaphor choice of the team vehicle as"the station wagon." The choice of the fairy tale line "They lived happily ever after" mirrored theabsence of subgroups among the five team members.

Case #2: A Herd of Elephants. (see Table 4). This team demonstrated high relationshipbehaviors and care for students, with little closure and few decisions, and a coaching type ofleadership. The metaphor choice of the team leader was the team as "a herd of elephants." Thenurturing and helping approach to the work of the team emerged with the metaphor choice of theteam vehicle and "a big van." The choice of the fairy tale line "a princess cutting through a thicket"mirrored the difficulties faced by the team that year.

Recommendations

Case #1: With the high level of team functioning that enables member satisfaction andteam unity, this team can establish team goals to provide direction for team efforts. Leadershipstyle is appropriate for the level of team maturity, although a rotation of the formal leadership rolewould enable other team members to handle the coordination of the team's business.

Case #2: With this team at the initial stage of team development and a highly developedsense of caring and nurturing for students, this team would benefit from a more directive type ofleadership to clarify instructional tasks, establish roles, and balance the task and relationshipaspects of team functioning. A focus on task through establishing team goals would aid the teamto reach increased levels of instructional decision-making.

Implications of the Findings/Usefulness of the Method

For practitioners at the team level: The assessment framework generated data from avariety of perspectives and on two levels of findings: within teams and between teams. Viewed asnon-threatening, the techniques can generate involvement by the participants and stakeholders,being well received by participants, creating stimuli for team learning and team self-analysis. The

5

5

team members can use the findings for self-understanding, assessing team needs, forming a senseof direction, and developing team goals for improving team performance.

For researchers in the area of team research: This method provides greater understandingof the input variables, of team member and team leader mental schema and the process variables ofteam communication patterns, member roles, and scope and extent of team functioning.Researchers interested in creating and testing theory will find the method useful in seeking toestablish relationships amidst the between-team similarities and seeing the discrepancies .

For researchers in the area of methodology: This multimethods framework fits the call forvarious data collection points to address the complexity of teamwork. The central point ofconcern is not the individual methods of data collection but the analysis of copious amount ofdata. Researchers using this method become, using Fieldings & Fieldings (1986) term,methodologically eclectic within the "comparative frame of reference."

Conclusion

The study reveals the following about teams: task and/or affiliation focus; decision-makingformat; leader-group and inter-group relationships; member schema related to cognition of roles,leadership, group behaviors, and energy. The study reveals the following about the four methods:they are useful for research and practice because they give a comprehensive overview of teamfunctioning and leadership contributions that is not obtainable by the use of one or two methods.When combined with team member involvement with the data analysis and conclusions, thefindings can be used by team members to form team and personal goals. Future work to expandunderstanding of team work may include additional factors as outcomes, linkages with theenvironment, and student and administration perceptions.

References

Alexander, W. M., & McEwin, C. K. (1989). Schools in the middle: Status and progress.Columbus, OH: National Middle School Association.

Campbell, D. T., & Fiske, D. W. (1959). Convergent and discriminant validity by the multitrait-multimethod matrix. Psychological Bulletin, 56(2), 81-105.

Epstein, J. L., & Mac Iver, D. J. (1990). Education in the middle grades: Overview of nationalpractices and trends. Columbus, OH: National Middle School Association.

Fielding, N. G., & Fielding, J. L. (1986). Linking data. Beverly Hills: Sage Publications.Mac Iver, D. J., & Epstein, J. (1990). Responsive education in the middle grades: Teacher teams,

advisory groups, remedial instruction, school transition programs, and report card entries. (Report No.46). Baltimore, MD: Center for Research on Elementary and Middle Schools. (ERIC Reproduction ServiceNo. ED 330 083).

Trimble, S. , and Irvin, J. L. (1996). Emerging from the mists: The field of teaming. Middle SchoolJournal, 27(5), 53-56.

Valentine, J. W., Clark, D., Irvin, I., Keefe, J., & Melton, G. (1993). Leadership in middle leveleducation: Volume I, A national survey of middle level leaders and schools. Reston, VA: NationalAssociation of Secondary School Principals.

6

Table 1: Multitrait-multimethod Team Assessment showing type of method, coding, andinformation for each method.

e bd:o Data 'Collection :-, eo t:o Information

Story-writing Words and reoccurringthemes

Implicit cognition, incidentsof affiliation; identification oftask, goal, team leaders androles; conflict and itsresolution, and taskorientation

Questionnaires Similarities & differences initem responses; variances inresponses

Perceptions of frequency ofaspects of team functioning;cohesion, tasks

Direct observation ofcommunication patterns

Communication patterns,encoded

Roles & member status;group interactions; decision-making

Focus groups Leader metaphors,reoccurring themes

Leader symbolicrepresentations of teammovement & roles

7

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any

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emen

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tatio

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ness

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tale

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e ha

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3 (a

mee

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ple

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ing

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peop

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me

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quen

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ring

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suc

cess

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ause

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sona

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peop

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igh

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joy

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dom

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ount

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sam

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ount

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etap

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phan

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o he

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ake

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unity

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acili

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as m

ost

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phas

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st th

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andl

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elve

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art o

fLea

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the

soun

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teni

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ever

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ripe

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d th

enno

t get

ting

angr

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rt I

pla

yed:

to m

ake

sure

stud

ents

got

the

help

, sp.

Serv

ices

, and

sup

port

they

need

ed; I

kee

p tr

ying

tofi

nd n

ew w

ays

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our

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ents

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ng

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faci

litat

es &

nurt

ures

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ack

of d

irec

tions

and

brin

ging

dis

cuss

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osur

e.

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der

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ses

on h

elpi

ngst

uden

ts a

nd h

elpi

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rs

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rgy!

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ivat

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Eff

ort

,.:.

::

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e po

sitiv

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elin

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sed

with

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ture

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(aw

ard

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mon

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nd #

2(o

utin

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ith s

nake

dem

onst

ratio

n)--

both

of

whi

ch s

how

peo

ple

stan

ding

and

wat

chin

g

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elin

ess

but n

o re

solu

tion

or d

ecis

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mad

e on

pts

of

disc

ussi

on

*und

erly

ing

heav

ines

s*b

lock

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nerg

y*l

ack

of f

ocus

and

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sure

. ..

Mov

emen

t Met

apho

rV

ehic

le: B

ig v

an, w

e'd

alw

ays

be d

oing

som

ethi

ngan

d ne

ed th

e ro

om

Fair

y T

ale

Lin

e: P

rinc

ess

cutti

ng th

roug

h a

thic

ket,

"we'

ve h

ad s

ever

al te

rrib

lecr

isis

and

we'

ve m

ade

itth

roug

h"

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vine

ss*l

ack

of m

ovin

g

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