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© Center for Leadership in School Reform, All rights reserved. Standard 1/6 1 THE TRAILBLAZERS SAGA PRESENTATION NOTES Introduction When you are the one responsible for making change occur, how do you get others to make the changes you wish made? First, those who are leading change efforts need to recognize that at least five distinct roles or actors participate in any change process. Each requires a different kind of support from those who are charged with the responsibility of leading the change effort as each of the five actors have different needs. Additionally, it is critical that leaders understand whom they are addressing at different stages in the change process, for the needs of different actors will be different from time to time. To lead systemic change, leaders must be wise and sometimes demanding but always supportive of and reassuring to teachers. Note : Before using the enclosed transparencies to present The Trailblazer’s Saga, it is recom- mended that presenters read Chapter Eleven, “Leading the Change Process,” (pp. 204-221) of the enclosed book by Phillip C. Schlechty, Inventing Better Schools: An Action Plan for Educational Reform. The Transparencies 1. Trailblazers Paradigm-breaking journeys are not for the timid, and leaders should not expect everyone, or even most everyone, willingly to be among the first to undertake such a trip. Those who take the first steps in systemic change are Trailblazers: they are willing to go where no person has gone before, without maps and without the benefit of empirically based models and with little to guide them except belief in themselves, a desire for novelty, the freedom to try, and the vision that motivates and guides them. The most important requirement for trailblazers is a clear, guiding vision. Trailblazers want to know that they can go someplace that is different; they are excited by risks. Most of all, trail- blazers want to be recognized for their unique brand of courage and to be celebrated, praised, and honored. Trailblazers are not egomaniacs, but they are often monomaniacs with a mission. They know where they want to go, even if they are not quite sure how they are going to get there or what obstacles they will confront on the way.

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Page 1: Trailblazers Saga

© Center for Leadership in School Reform, All rights reserved. Standard 1/6 1

THE TRAILBLAZER’S SAGA

PRESENTATION NOTES

Introduction

When you are the one responsible for making change occur, how do you get others to make thechanges you wish made? First, those who are leading change efforts need to recognize that atleast five distinct roles or actors participate in any change process. Each requires a different kindof support from those who are charged with the responsibility of leading the change effort aseach of the five actors have different needs. Additionally, it is critical that leaders understandwhom they are addressing at different stages in the change process, for the needs of differentactors will be different from time to time. To lead systemic change, leaders must be wise andsometimes demanding but always supportive of and reassuring to teachers.

Note: Before using the enclosed transparencies to present The Trailblazer’s Saga, it is recom-mended that presenters read Chapter Eleven, “Leading the Change Process,” (pp. 204-221) ofthe enclosed book by Phillip C. Schlechty, Inventing Better Schools: An Action Plan forEducational Reform.

The Transparencies

1. Trailblazers

Paradigm-breaking journeys are not for the timid, and leaders should not expect everyone, oreven most everyone, willingly to be among the first to undertake such a trip. Those who take thefirst steps in systemic change are Trailblazers: they are willing to go where no person has gonebefore, without maps and without the benefit of empirically based models and with little to guidethem except belief in themselves, a desire for novelty, the freedom to try, and the vision thatmotivates and guides them.

The most important requirement for trailblazers is a clear, guiding vision. Trailblazers want toknow that they can go someplace that is different; they are excited by risks. Most of all, trail-blazers want to be recognized for their unique brand of courage and to be celebrated, praised,and honored.

Trailblazers are not egomaniacs, but they are often monomaniacs with a mission. They knowwhere they want to go, even if they are not quite sure how they are going to get there or whatobstacles they will confront on the way.

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1-B. Trailblazers

Listed on this transparency are common characteristics of Trailblazers. Can participants addadditional characteristics?

2. Pioneers

Closely following the Trailblazers are the Pioneers. Like the trailblazers, pioneers are an adven-turous and hardy lot who are willing to take considerable risks. Pioneers have many of the sameneeds as trailblazers. Concept development lessons (the development of a vision that links a per-sonal quest to a larger agenda) are the most important lessons leaders can offer pioneers, but pio-neers also have a considerable need for assurance that the trip upon which they will embark isworthwhile. More than trailblazers, pioneers need demonstrations that help to ensure them thatthe journey they are about to take can, in fact, be made. However, they understand that very fewpeople can teach them how to do it, because no one other than the trailblazers have gone to thefrontiers the pioneers are set to explore. Thus pioneers need concept development, value clarifi-cation, and demonstration lessons; however, they do not need skill development lessons, andstaff developers would be ill advised to try to provide them.

Trailblazer teachers and administrators are invaluable as sources of inspiration and direction forpioneers and even for settlers (another set of actors). However, far too often change leaders,especially staff development specialists, remove trailblazers from their natural habitat on thefrontier of change and move them into the central office or, worse, to the university campus, inthe hope that the stories they will tell will reach a wider audience. Sometimes this works, butmore frequently it is a bad experience both for the trailblazers and for those with whom they areto work. The teamwork that it takes to build community, which is what pioneers must do,requires a different style than does the early exploration of new frontiers.

2-B. Pioneers

Listed on this transparency are common characteristics of Pioneers. Can participants add addi-tional characteristics?

3. Settlers

After the trailblazers and the pioneers come the Settlers. Settlers need to know what they areexpected to do and where they are going. They need much more detail and more carefully drawnmaps than do those who have gone before them. Settlers are bold, but they are not adventurers.They need to be persuaded that the venture upon which they are being asked to embark is worth-while. Consequently, leaders must give careful attention to developing good value clarificationlessons that help the settler understand why the change is needed. Settlers also want assurancethat they are not set on a fool’s mission and that what is being suggested can be done; thus theyhave considerable need for demonstration lessons such as site visits where pioneering work isalready under way, conversations with pioneers and trailblazers, testimonials from those whohave tried, and books and articles that provide rich descriptions of what can be expected.

© Center for Leadership in School Reform, All rights reserved. Standard 1/6 2

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Much more than either pioneers or trailblazers, settlers want skill development lessons. Theywant to be sure that they know how to do what they are required to do. Indeed, many potentialsettlers will not move until they are ensured that the requisite knowledge and support are avail-able to them. Change leaders and staff developers who support them must therefore give atten-tion to providing systematic training supported by coaching, opportunities for feedback, and,above all, protection from negative consequences for faulty tries and failed efforts.

Perhaps the most critical thing to remember about settlers is that they need strong, constant, andreassuring leadership that inspires them to keep going when they are tempted to turn back. Thosewho would work with settlers must understand that systemic change does not make things betteror easier in the short run; instead, it is likely to create uncertainty, doubt, and confusion. Thenew practices called for are likely to be frightening and demanding, and the results may be nobetter—at least in the short run—than doing things the old way.

3-B. Settlers

Listed on this transparency are common characteristics of Settlers. Can participants add addi-tional characteristics?

4. Stay-at-Homes

When implementing change, not everyone can be expected to embrace proposed changes. Manywill be Stay-at-Homes. Stay-at-homes are not bad people, but in the long term they are not like-ly to be viewed as remarkable or memorable. At the time a change is being contemplated, how-ever, stay-at-homes receive a great deal of attention—probably too much. The reason theyreceive so much attention is that leaders of systemic change tend to be gregarious people whoneed approval from those they want to lead. People who do not respond enthusiastically, or atleast compliantly, to the desires of change leaders are often viewed as problems and, unfortu-nately for the change process, such problems get attention.

Effective change leaders understand that early in the change process it is probably not wise tospend too much energy trying to convince the stay-at-homes that they, too, need to move to thefrontier. These leaders accept the fact that some stay-at-homes will never come along, that thosewho do change will only do so after the pioneers and settlers have done their work very well,and that some will only come to the new change for a visit.One of the greatest dangers when dealing with stay-at-homes is that the strategies used to enticethem to change may backfire and convert these relatively benign actors into supporters of thesaboteurs. The most likely sources of recruits for the change resisters and saboteurs are the stay-at-homes and the more timid settlers who feel pressured to move before they have the assurancesthey need and before they have identified leaders whom they trust.

Many stay-at-homes stay at home because they truly love the place. Of course, some people sim-ply are too timid to go to unfamiliar places. Such people are not likely to be encouraged to moveby direct assaults on what they currently value or by threats to what little security they nowenjoy.

© Center for Leadership in School Reform, All rights reserved. Standard 1/6 3

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4-B. Stay-at-HomesListed on this transparency are common characteristics of Stay-at-Homes. Can participants addother characteristics?

5. SaboteursIt is important to understand that Saboteurs, unlike garden-variety change resisters—that is, thestay-at-homes—are actively committed to stopping change. Not only do they refuse to take thetrip; they do not want others to go either.

Some of the most effective saboteurs appear to have many qualities and needs that are strikinglysimilar to those of the trailblazers: they are often “lone rangers,” and they are not afraid of tak-ing risks. The difference is that whereas trailblazers will go where others fear to go, saboteursare likely to stay when others are beginning to be afraid to stay. Loneliness does not have thesame meaning for them as it has for the settlers, and isolation often inspires them to even greatereffort. For them to be persecuted, is to be appreciated and, in a perverse way, to be isolated orexcluded is to be honored.

It is certain that saboteurs can cause trouble no matter where they are, but many change leadersthink it best to have them on the inside where they can be watched rather than on the outsidewhere they can cause trouble without its being detected until the effects have been felt. If changeleaders continue to reach out to saboteurs and try hard to hear what the saboteurs are saying,they sometimes will learn a great deal. Among the things to be learned is that some saboteurswere once trailblazers and pioneers, but the leaders whom they had the misfortune to follow didnot give them the support they needed and abandoned them at the first sign of trouble.

5-B. Saboteurs

Listed on this transparency are common characteristics of Saboteurs. Can participants add othercharacteristics?

6. Many people view systemic change as a constant upward movement toward a desired goal.This transparency represents the notion that change should result in things getting better eachand every day in each and every way. However, this is not how the change process occurs. Thechange process looks more like a J curve as illustrated in the next overhead.

7. We must understand that systemic change does not make things better or easier in the shortrun. In 1991, Robert Fullen offered the notion that an “implementation dip” naturally occurs inthe implementation of change. That is, a natural part of the change process is short-term deterio-ration in performance because the new ways of doing things require learning and practice beforeresults will improve.

8. The Schlechty Circle

Phil Schlechty observed that in education the implementation dip is more like a “circle of aban-donment.” The “Schlechty Circle” is illustrative of how school districts undertake change after

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change only to abandon the effort, ending up in “implementation gulch.” When questions arisesuch as, Whose idea was this? and When did we decide to do this? change leaders must beaware of the implementation gulch and of a possible return to the way things were done beforethe change effort began.

9. Why the Schlechty Circle?

Share with participants the attributes listed on the transparency and inquire if participants canadd others.

10. Without persistent leadership and encouragement from change leaders and those who havebeen there (Trailblazers), it is unlikely that those who follow will persist in the change journey.

11. It is important that leaders understand the terrain well enough to point out progress, espe-cially when those Pioneers, who are less familiar with the terrain, need guidance or become dis-couraged.

12. Above all, Settlers need to know that they are not taking the trip alone.

13. Stay-at Homes will only move when nearly all their friends and neighbors have desertedthem or when they muster enough courage to “come for a visit” and find they prefer the new territory.

14. Some Saboteurs will never come along and if they do they will make the trip as difficult aspossible for everyone else.

15. In summary, without leaders who will stay the course and leaders who understand whatdraws people to new frontiers and what keeps them going, all of our efforts at school reform willlikely fail.

© Center for Leadership in School Reform, All rights reserved. Standard 1/6 5