Michael Roe CLMS 2009 1 The First 90 Days University of La Verne Department of Organizational Leadership Hemet Unified School District Dr. Michael Roe

Michael Roe CLMS 2009Michael Roe CLMS 2009 11

The First 90 DaysThe First 90 Days

University of La VerneUniversity of La VerneDepartment of Organizational LeadershipDepartment of Organizational Leadership

Hemet Unified School DistrictHemet Unified School District

Dr. Michael RoeDr. Michael Roe


ObjectivesObjectives

Global and Localized View of EducationGlobal and Localized View of EducationFraming as LeaderFraming as LeaderWhat is… v. What could be…What is… v. What could be…

Brief outline of the ResearchBrief outline of the ResearchEstablish importance of the first 90 DaysEstablish importance of the first 90 Days

Practical StrategiesPractical Strategies Implement immediately regardless of where Implement immediately regardless of where

you are at in your organizationyou are at in your organization


The First 90 Days of a Middle SchoolThe First 90 Days of a Middle School Principalship: Tasks and Strategies Principalship: Tasks and Strategies Employed by Successful PrincipalsEmployed by Successful Principals


TopicTopic

Aspirations – PrincipalAspirations – PrincipalHow 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 What areas must I give my focus to ensure

success as a principal?success as a principal?What are successful principal’s doing in the What are successful principal’s doing in the

critical transition?critical transition?


Significance “Game Plan”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 professionImplications for the profession Educational Programs can target instruction for Educational Programs can target instruction for

aspiring administratorsaspiring administrators A wealth of pending retirements = transitions A wealth of pending retirements = transitions

from the outside v. withinfrom the outside v. within Collaboration amongst Universities (ULV, USC, APU, Collaboration amongst Universities (ULV, USC, APU,

Pepperdine) already forming in this areaPepperdine) already forming in this area


Problem “Funnel”Problem “Funnel”

A Wealth of research exists in the Private Sector A Wealth of research exists in the Private Sector regarding the crucial transitionregarding the crucial transition

Myriad of research in Education related to Myriad of research in Education related to successful strategies employed by principalssuccessful strategies employed by principals Little research that directly addresses the first 90 days Little research that directly addresses the first 90 days

of a Principalshipof a Principalship No research has been conducted to address the transition No research has been conducted to address the transition

period of the first 90 days of a middle school Principalshipperiod of the first 90 days of a middle school Principalship


Marzano (2005) ContextMarzano (2005) Context“What Works in Schools” Model“What Works in Schools” Model

Guaranteed and Viable Curriculum Guaranteed and Viable Curriculum (School Level Factors)(School Level Factors)

Challenging Goals and Effective FeedbackChallenging Goals and Effective Feedback Parent and Community InvolvementParent and Community Involvement Safe and Orderly EnvironmentSafe and Orderly Environment Collegiality and ProfessionalismCollegiality and Professionalism Instructional Strategies Instructional Strategies (Teacher Level Factors)(Teacher Level Factors)

Classroom Management Classroom Management Classroom Curriculum DesignClassroom Curriculum Design Home Environment Home Environment (Student Level Factors)(Student Level Factors)

Learned Intelligence and Background KnowledgeLearned Intelligence and Background Knowledge MotivationMotivation


Research QuestionsResearch Questions In the next five years, what tasks will principals need to In the next five years, what tasks will principals need to

pursue in order to lead schools of the future during the first 90 pursue in order to lead schools of the future during the first 90 days of a new middle school Principalship in the following days of a new middle school Principalship in the following areas:areas:

Guaranteed and Viable CurriculumGuaranteed and Viable Curriculum Challenging Goals and Effective FeedbackChallenging Goals and Effective Feedback Parent and Community Involvement Parent and Community Involvement Safe and Orderly EnvironmentSafe and Orderly Environment Collegiality and ProfessionalismCollegiality and Professionalism Instructional StrategiesInstructional Strategies Classroom ManagementClassroom Management Classroom Curriculum DesignClassroom Curriculum Design Home EnvironmentHome Environment Learned Intelligence and Background KnowledgeLearned Intelligence and Background Knowledge MotivationMotivation


Research Question #2Research Question #2

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


Research Question #3Research Question #3

Of the tasks identified as most important in Of the tasks identified as most important in Research Question Two, what Research Question Two, what strategiesstrategies did the principal panel identify as did the principal panel identify as successful in addressing those tasks?successful in addressing those tasks?


MethodologyMethodology

Multiple Rounds of Successive Surveys – Multiple Rounds of Successive Surveys – Funnel (March-May 2008)Funnel (March-May 2008)General to the specificGeneral to the specific

Round 1 = IdentifyRound 1 = IdentifyRound 2 = RankRound 2 = RankRound 3 = StrategyRound 3 = Strategy

QualitativeQualitativeMatch AnalysisMatch Analysis

Very similar to a Policy DelphiVery similar to a Policy Delphi


Principal Panel = SuccessfulPrincipal Panel = Successful

California League of Middle SchoolsCalifornia League of Middle SchoolsSchools to WatchSchools to Watch

Academic ExcellenceAcademic ExcellenceDevelopmental ResponsivenessDevelopmental ResponsivenessSocial EquitySocial EquityOrganizational Structure and ProcessesOrganizational Structure and Processes


ResultsResults

4 Major Areas Emerged4 Major Areas EmergedA 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 CapacityBuilding Organizational Capacity

Meeting Design (Lencioni)Meeting Design (Lencioni)Task v. RelationshipTask v. Relationship


TransitionTransition

Leaders in transition rely on the skills Leaders in transition rely on the skills and strategies that worked for them and strategies that worked for them

in the past. in the past. That’s a mistake.That’s a mistake.

Stars Model.docStars Model.doc


One Leadership Style Does Not Fit AllOne Leadership Style Does Not Fit All

Six fundamental principles will help Six fundamental principles will help leaders make effective transitions into new leaders make effective transitions into new roles.roles.

The type of business environment dictates The type of business environment dictates how those principles should be applied.how those principles should be applied.

Fundamental Fundamental Principles.docPrinciples.doc


Small Wins Key – Avoid TrapsSmall Wins Key – Avoid Traps

Focusing too heavily on detailsFocusing too heavily on details Reacting negatively to criticismReacting negatively to criticism Intimidating othersIntimidating others Jumping to conclusionsJumping to conclusions Micro-ManagingMicro-Managing

Make people believers, not bystandersMake people believers, not bystanders Understand uncertaintyUnderstand uncertainty Show HumilityShow Humility Learn about your teamLearn about your team


Setting Your Leaders Up to Setting Your Leaders Up to SucceedSucceed

Dial back the pressure cookerDial back the pressure cookerEngage the support networkEngage the support networkBuild transition capability, not just position Build transition capability, not just position

capabilitycapability


Paradigm ShiftParadigm Shift

In today’s highly competitive global “knowledge economy,” all students In today’s highly competitive global “knowledge economy,” all students need new skills for college, careers, and citizenship. The failure to need new skills for college, careers, and citizenship. The failure to give all students these new skills leaves today’s youth – and our give all students these new skills leaves today’s youth – and our

country – at an alarming disadvantage. School’s haven’t changed; the country – at an alarming disadvantage. School’s haven’t changed; the world has. And so our schools are not failing. Rather, they are world has. And so our schools are not failing. Rather, they are

obsolete – even the ones that score the best on standardized tests. obsolete – even the ones that score the best on standardized tests. This is a very different problem requiring an altogether different This is a very different problem requiring an altogether different

solution (Wagner, 2008, p. xxi).solution (Wagner, 2008, p. xxi).

didyouknow.wmvdidyouknow.wmv


Three Fundamental Three Fundamental TransformationsTransformations

The rapid evolution of the new global The rapid evolution of the new global “knowledge economy,” with profound effects on “knowledge economy,” with profound effects on the world of work – all work.the world of work – all work.

The sudden and dramatic shift from information The sudden and dramatic shift from information that is limited in terms of amount and availability that is limited in terms of amount and availability to information characterized by flux and glut.to information characterized by flux and glut.

The increasing impact of media and technology The increasing impact of media and technology on how young people learn and relate to the on how young people learn and relate to the world – and to each other.world – and to each other.

Competency Model.docCompetency Model.doc


Area 3: AlignmentArea 3: Alignment

BalanceBalanceCurrent StructureCurrent StructureNeeded CompetenciesNeeded Competencies

Roe Horton Model.docRoe Horton Model.doc


Two Emerging ThemesTwo Emerging Themes

Based on the FindingsBased on the Findings


Building Organizational Building Organizational CapacityCapacity

Involve all Stakeholders (C&I)Involve all Stakeholders (C&I)Vital networking = past traditions and Vital networking = past traditions and

opportunities for growthopportunities for growthCreation of Various Leadership Teams to Creation of Various Leadership Teams to

address critical issuesaddress critical issuesSystems = Consistency = ConfidenceSystems = Consistency = Confidence

Relationship Building in Natural WaysRelationship Building in Natural Ways


Theme IITheme II

Building Relationships with Staff, Building Relationships with Staff, Students, and the CommunityStudents, and the Community


Task v. RelationshipTask v. Relationship

Daunting Task in the first 90 daysDaunting Task in the first 90 daysCreation of Systems to Cultivate Creation of Systems to Cultivate

RelationshipsRelationshipsBringing the Community together in tough Bringing the Community together in tough

decisions – cannot be an isolated process decisions – cannot be an isolated process at the siteat the site

Crucial ConversationsCrucial Conversations


Orientation Organization OpenData Flow

ProblemSolving

Dependency

Conflict

Cohesion

Interdependence

(Group Development Matrix, Jones & Bearley, 1986, 1999)

Copyright 1986, 2000 J. E. Jones and, W. L. Bearley


Meeting DesignMeeting Design

Balance between Task and Balance between Task and RelationshipRelationship

Mine for conflict and exploit itMine for conflict and exploit it Don’t confuse roles during meeting – Don’t confuse roles during meeting –

Facilitation v. Participant Facilitation v. Participant Attach meetings to OutcomesAttach meetings to Outcomes

Meeting Meeting Design.docDesign.doc

Documents

Michael Roe CLMS 2009 1 The First 90 Days University of La Verne Department of Organizational Leadership Hemet Unified School District Dr. Michael Roe