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1
A LOOK AT THE CHANGE
PROCESS WHEN MOVING FROM
INITIATION TO IMPLEMENTATION
TOMLINSON & IMBEAU
Change Tools &
Evaluation
Assessing
Readiness for
Change
Moving from
Initiation to
Implementation
Trust &
Relational
Leadership
Relational
Change
Building
the
Teams
Coaching
Roles and
Processes
Data
Coaching
Using
Classroom
Tools
Knowledge &
Skill
Facilitation
Asking
the Right
Questions
Presentation
Skills II
Planning,
Alignment, &
Coherence
Curriculum
Design &
Planning
Assessing
Progress
Focused
Communication
Conflict
During
Change
The Coaches
as a Team
TOMLINSON & IMBEAU
THE CHANGE PROCESS
Initiation Implementation Institutionalization
TOMLINSON & IMBEAU
2
Teacher Changes
Student Learning
Organizational
Capacity
Initiation
Implementation
Institutionalization
TOMLINSON & IMBEAU
CHECKLIST FOR INITIATION:Concept:
1) Quality
2) Access to Information
3) Leader Advocacy
4) Teacher Advocacy
5) Problem Solving Orientation
Question:
1) How well designed is the initiative?
2) Where are the information networks?
How viable?
3) What is it and how is it perceived?
4) How are teacher networks formed
around the change?
5) Are there systems set up to address
issues with the change?
TOMLINSON & IMBEAU
CREATE AN INITIATION MAP:
� Divide into pairs.
� Address your assigned INITIATION CONCEPT.
� Ask yourselves the question, and map your response
on chart paper:
Concept Issue Location Action
TOMLINSON & IMBEAU
3
INITIATION CHALLENGES:
� Perceptions about the change agents
� Time for initiation
� Superficiality of teacher “buy in”
� Collaborative vs. Authoritarian
� Adoption or Adaptation?
TOMLINSON & IMBEAU
IMPLEMENTATION FACTORS:
Need Clarity Complexity Practicality
TOMLINSON & IMBEAU
IMPLEMENTATION CHANGE
FACILITATOR STYLES:� Clear vision
� Ongoing articulators
� High expectations
� Question and analyze
� Push
� Shelter or remove barriers
TOMLINSON & IMBEAU
4
IMPLEMENTATION CHANGE
FACILITATOR STYLES:� Responsive to people and situations
� Relationship-rich work
� Provide basic support for the change
� Teacher defenders
� Adapt to change impositions
TOMLINSON & IMBEAU
IMPLEMENTATION CHANGE
FACILITATOR STYLES:� Keep everyone content
� Teachers are strong professionals who
need little guidance
� Relationships are everything
� Immediate resolution to issues
� Checking with others
TOMLINSON & IMBEAU
HORD’S AND HALL’S
RESEARCH:� Teachers with Initiator leaders have the highest
levels of implementation success.
� Teachers with Manager leaders have some
success but not to the extent as teachers with
Initiator leaders.
TOMLINSON & IMBEAU
5
THE SIX DIMENSIONS OF CHANGE
FACILITATOR STYLE
Social & Informal
• Listening and appreciating staff
• Unrelated to work
Formal & Meaningful
• Task-oriented
• Substantive issues
TOMLINSON & IMBEAU
THE SIX DIMENSIONS OF CHANGE
FACILITATOR STYLE
Trust in Others
• Collaboration in resources & procedures
• Minimum structuring
Efficiency
• Clear procedures
• Formal analysis of needs
TOMLINSON & IMBEAU
THE SIX DIMENSIONS OF CHANGE
FACILITATOR STYLE
Day-to-Day
• Responses to issues
• Limited in scope
Vision & Planning
• Interactions centered on vision
• Intense facilitation
TOMLINSON & IMBEAU
6
A COMPARISON OF THE STYLES:
�High Formal/Meaningful
�High Admin. Efficiency
�High Vision/Planning �Evenly balanced
dimensions
�High Social/Informal
�High Trust in Others
�High Day-to-Day
TOMLINSON & IMBEAU
Your Style
School Context
HOW DOES YOUR NATURAL STYLE
COMPARE WITH WHAT
YOUR TEACHERS NEED?
TOMLINSON & IMBEAU
Social & Informal
Formal & Meaningful
Trust in OthersAdmin.
EfficiencyDay-to-Day
Vision & Planning
1) Create a line or bar graph.
2) Where are your natural change facilitator style
tendencies?
3) Show your preferences in terms of your
predictable “profile”.
4) How does this compare with your school’s
contextual needs?TOMLINSON & IMBEAU
7
BEFORE WE GET TOO WORN
OUT . . .
� What do you think of the change facilitator
styles?
� How does this relate to “heat” and
“light”?
TOMLINSON & IMBEAU
REFLECTIVE PRODUCT:
� How does your style relate to your
principal’s?
� Does the style need to change with the three
phases of change?
� What needs to change in your style so
change is deeper and more profound?
Create a graphic illustration of your
thoughts!TOMLINSON & IMBEAU
TWO LEADERSHIP PARADIGMS
Technical/Transactional Transformational
�Personal and political survival
�Technical competence
�Position
�Strategic
�Factual communication
�Training
�Vision survival
�Core values
�Behavioral integrity
�Action learning
�Symbolic communication
�Rebirth
TOMLINSON & IMBEAU
8
FOUR COMPLEX LEADERSHIP
ROLES
� Transformational
� Vision setting
� Motivating
� Transactional
� Taskmaster
� Analyzer
TOMLINSON & IMBEAU
-VISION SETTER
-MOTIVATOR
-TASK MASTER
-ANALYZER
DRAW A PIE CHART WHICH ILLUSTRATES
YOUR LEADERSHIP ROLE AT YOUR SCHOOL.
Dividing 100 percentage
points across the four roles:
TOMLINSON & IMBEAU
• Performance
• Results
• Solution Finding
• Require Change
• Set Policy
• Model DI
• Efficiency
• Evaluation of data
• Coherence
• Insert Professional Development
• Find Resources
• Moral Purpose
• The Future
• Trends
• Encourage Risk Taking
• Relationships
• Commitment
• Offer Challenges
• Find Successes
MotivatorVision
Setter
TaskmasterAnalyzer
TOMLINSON & IMBEAU
9
PRINCIPALS AND COACHES:� Create a chart (see example) to illustrate
“heat and light” at your school as you work
to implement differentiated instruction.
� Show the distinctions between the “heat
and the light” for each of you.
� Discuss:
� How are your roles similar?
� How are your roles different?
TOMLINSON & IMBEAU
RESISTING THE PULL
TOWARD TRANSACTIONAL
ROLES . . .
“The key to being a successful leader is the
ability to integrate and perform the roles of
vision setter, motivator, analyzer, and
taskmaster. This requires the use of BOTH
the transformation and transactional
paradigms.”
--Robert Quinn, 1996
TOMLINSON & IMBEAU
THOUGHTS, COMMENTS,
QUESTIONS?
� Reflection Time…..
� Take a moment and reflect on what has been
discussed that really resonates with you and you
believe will be helpful with your work.
� If you were to summarize our time together,
what are the key points that stand out for you
about leadership?
� What is one question that continues to come to
mind when planning your next steps?
TOMLINSON & IMBEAU