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STUDY GUIDE


                    LBL 880


COMPILED BY: DR SAKKIE PRINSLOO



DEPARTMENT OF EDUCATION MANAGEMENT AND POLICY STUDIES




                        1
TABLE OF CONTENTS

 1. INTRODUCTION

 2. THE READER (STUDY MATERIAL)

 3. OVERVIEW

 4. HOW TO STUDY THE MODULE

 4.1   Action verbs

 5. THE STUDY PROGRAMME

 6. ASSESSMENT

 6.1   Presentation
 6.2   The academic essay
 6.3   The examination




                      2
1.       INTRODUCTION


Welcome to the second semester of the M Ed - Leadership. We trust that you
will find the module ‘Leadership and Management of Learning’ interesting and
stimulating.


Excellence in a school relates to the quality of its core activities, namely
teaching and learning. In view of the enormous changes that have taken place
in our education system, coupled with the high demands that are made on
education leaders, it is more important than ever before for leaders in
education to have knowledge of and insight into the management of the
internal school environment in order to facilitate effective teaching and
learning.


   2.       THE READER (study material)


You should have received a reader compiled from different textbooks. The
overall purpose of this module is:


TO UNDERSTAND THE RELATIONSHIP BETWEEN THE MANAGEMENT
OF THE INTERNAL SCHOOL ENVIRONMENT AND EFFECTIVE
TEACHING AND LEARNING


The following Education Management Model is a brief summary of the
leadership and management task of the principal and members of the School
Management Team (SMT) in a school. The education leader must manage
the following six management areas effectively:
   •    Staff management
   •    Management of learner affairs (curriculum and extra-curriculum)
   •    Management of school finance
   •    Management of the physical facilities
   •    Management of school community relationships
   •    Management of administrative affairs



                                        3
Although the focus in this module will be on the management of effective
learning and teaching (management of the curriculum), the effective
management of all the other management areas is also important to create a
school environment in which effective teaching and learning can take place.




Prinsloo, 2005.
All actions and activities in a school revolve around the resources in school.
These include, human resources (staff, learners, parents); school finance
(money); physical resources (buildings, furniture, text books, exercise books,
educational aids, etc.), and time (tuition timetable). The effective utilisation
and development of resources in a school is dependent on the management
and leadership skills of education leaders.


The achievement of predetermined aims and objectives by means of effective
planning, the setting of aims and objectives, the implementation of policy,
decision making, delegating, coordinating and control. The first responsibility



                                       4
therefore focuses on task execution. An education leader should ensure that
subordinates define tasks in accordance with predetermined standards. He or
she should also see to it that the predetermined objectives are achieved
according to a set time schedule. With this objective in view, education
leaders should use the conceptual management skills that have been
discussed to execute specific activities and prescribed procedures in the six
management areas.


In order to achieve the predetermined aims and objectives of a school,
education leaders need the support of highly motivated staff, learners and
parents. Therefore, it is essential to create and maintain harmonious relations
with staff, learners and parents by means of the following human skills:
effective leadership, motivation, communication, negotiation skills and the
skills to form effective groups and establish sound relationships in a school.


The school is a unique organisation where specific activities take place.
These activities require technical skills such as prescribed procedures,
methods and techniques in each of the six management areas.


As was stated earlier, excellence in a school relates to the quality of its core
activities, which are teaching and learning. Effective teaching and learning are
not possible unless there is a healthy internal management environment in
which optimal teaching and learning can take place. Knowledge of
conceptual, human and technical management skills is required to create a
positive organisational climate and culture in schools, to manage conflict and
stress in the school, and to encourage change. The values and culture of the
parent community should also be taken into account in the management of
the internal environment of the school.


Managing the effect of the external environment of the school requires
specific knowledge and skills from education leaders. The relationship
between educators, learners, parents and the Department of Education is
regulated by legislation and departmental policy. Education leaders should in
the first place have a thorough knowledge of education law and policies, and,


                                          5
in the second place, the management skills needed to direct the actions of
educators, learners and parents by means of their conceptual and human
skills.


Professional conduct of educators is based not only on professional ethics
(SACE‘s Code of Ethics), but also on specialised knowledge of, respect for
and sensitivity to the fundamental rights of all the stakeholders in education.
Professional ethics should govern the type of conduct that is expected and
considered exemplary within the teaching profession. SACE as well as the
trade unions should play a positive role to encourage effective teaching and
learning in every school in South Africa.


The module consists of the following study units:
    •     Management skills to ensure effective task execution in a school
    •     Management skills to ensure the creation and maintenance of
          harmonious relationships with staff, learners and parents
    •     Curriculum management
    •     Managing the instructional programme
    •     Cultivating a culture of teaching and learning
    •     The organisational climate and culture of the school
    •     Conflict in organisations
    •     Organisational change


The focus in this module will therefore be on understanding the relationships
that exist between effective teaching and learning and the way in which the
principal manages the internal school environment. Rest assured that you will
never be expected to know every detail of the given study material. What is of
greater importance is to understand the relationships between each of the
above topics on the one hand, and effective teaching and learning on the
other.




    3.       OVERVIEW


                                          6
Study unit 1: Management skills to ensure effective task execution in a
school


Study unit 2: Management skills to ensure the creation and maintenance
of harmonious relationships with staff and learners


In these first two study units the emphasis will fall on the fact that all actions
and activities in a school revolve around people, namely staff, learners and
parents. These actions and activities, divided into six identified management
areas (management of staff affairs, learner affairs, school finance, physical
facilities, administrative affairs and school community relationships), are
directed at the realisation of the mission of the school, which is to ensure
effective teaching and learning.


It may therefore be stated that the following summarises the basic
responsibilities of any educational leader:


   •   The achievement of predetermined aims and objectives by means of
       effective planning, the making or implementation of policy, decision
       making, organising, delegating, coordinating and control. The first
       responsibility thus focuses on the task. For the purpose of this module
       we will focus on the management area of learner affairs and
       specifically on the management of curricular affairs. In other words, we
       are concerned with the extent to which a leader fulfils his or her task of
       achieving a particular set of objectives. An educational leader should
       ensure that subordinates define tasks in accordance with
       predetermined standards. He or she should also see to it that the
       predetermined objectives are achieved according to a set time
       schedule.


   •   The creation and maintenance of harmonious relationships with staff,
       learners and parents by means of effective leadership and motivation,
       communication, negotiations skills and the skills necessary to form


                                         7
effective groups and to establish sound relationships in a school.
       However, the successful execution of a task is dependent on the
       leader’s ability to direct the action of people so that they willingly
       achieve the set objectives of the school. The leader has the
       responsibility of reinforcing sound relationships in the school, built on
       respect and trust.


Thus we can say that true leadership is characterised by adaptability and
flexibility. A good leader is a person who can maintain good human relations,
but who is also able to enforce the performance of the formal activities of a
school when the situation demands it (Prinsloo, 2003:138).


Study unit 3: Curriculum management


If the school’s key purpose is to ‘provide effective learning’, the primary task in
managing the curriculum at school level is to influence the environment within
which this learning takes place. This would normally encompass the following:


   •   What is learned (and taught), i.e. curriculum content
   •   The form in which the learning content is presented, i.e. curriculum
       design
   •   How the learning content is learned (and taught), i.e. methodologies,
       pedagogy
   •   The circumstances under which the above can be effectively achieved
       (e.g. developing an appropriate culture, utilising resources efficiently,
       creating structures, etc.)
   •   Assessing how effective learning is, i.e. evaluation


Emphasis is placed on the roles of


   •   the principal as curriculum leader;
   •   the senior curriculum managers as curriculum facilitators;
   •   educators as learners within collegial or peer groups;
   •   educators as interpreters of the curriculum;


                                         8
•   parents as curriculum supporters;
   •   schools as curriculum management sites; and
   •   departmental officials and agencies as curriculum advisory services.


In the section about the role of senior curriculum managers it is clear that a
prescriptive curriculum – which may be perceived as being equivalent to a
syllabus or timetable (see the previous chapter) - to demand that educators
and learners will do the same in each classroom in each school. In fact, of
course, that some schools do it better than others. Even if physical resources
were identical in each of the schools, the competence and motivation of
educators would still vary and it is here that the influence of senior curriculum
managers can be most evident. There is a substantial body of evidence to
indicate that the most effective schools – schools that are high-achieving,
highly regarded and adaptable – are those that have found ways of involving
educators in decisions and hence in the ownership of them (Duffy 1988:95).


, the role of the most senior staff in a school is critical. Even in implementing
a centrally prescribed curriculum, their actions will have a major influence on
whether that curriculum is effective at school level. This role in curriculum
management to display six main, each of which will be discussed:
   •   Having a view of the whole curriculum
   •   Having accountability for consistently high standards
   •   Developing an appropriate culture
   •   Managing the structures
   •   Having operational roles
   •   Managing the involvement of staff in curriculum management


In the section about the role of curriculum middle managers we will focus on
the role of the head of the department to ensure effective teaching and
learning. Emphasis will be placed on


   •   the job specification of the curriculum middle manager;
   •   interpersonal skills; and
   •   the concepts of ‘role’ and ‘role set’.


                                         9
A very important question to answer here is whether any in-service training or
development of heads of departments should take place. If so, who will be
responsible for such training or development?


The next section has to do with the role of the subject leader or subject
head. In the South African education system the subject leader or subject
head is not part of the formal hierarchy of a school. In bigger secondary
schools and even in bigger primary schools the subject leaders play a major
role in subject guidance.


Managing monitoring of the curriculum. Effective monitoring offers an
answer to the question ‘Are we getting there?’ and is a questioning activity. It
also asks, ‘Do we do what we say we do or what we have planned to do?’


Monitoring allows managers to assess how well the institutions are
performing, whether targets/objectives are being worked towards or not. It
allows you to see where you are not progressing towards targets or
standards. It shows where the institution needs to improve and can ‘prevent
procedures becoming obsolete and insufficient’. Finally, monitoring should be
part of a cycle of ‘continuous improvement’.


In Educator Professionalism and Development, the focus is on those
concepts of professionalism in teaching. It suggests that training and
development are key features of professionalism, and crucial to the
effectiveness of the curriculum changes that are required. Finally it looks at
the implications for managing the steps towards creating this change and
increasing educator professionalism.


Please see ”Educators’ professional and labour ethics (2004)”.


Study unit 4: Managing the instructional programme




                                       10
The instructional leadership task of the principal is discussed in this section.
The core activities of a school – its main purpose – are those of teaching and
learning, and while all the various management functions of the education
leader have a bearing on this, it is argued that it is his or her instructional
leadership task that has the most direct effect on these core activities.


In the section about ‘Managing the learning environment’ the importance of a
positive learning environment is stressed to enable learners to access or ‘tune
in to’ learning. Within the school, an environment which gives security and
encouragement to learners, which is configured for their learning needs and
contains a range of types of stimuli, provides a consistent thread across the
examples of good practice. In these environments, the learner feels
respected, and feels that his or her needs have been assessed and
acknowledged. However, if the learning is also to be relevant within the wider
culture and workplace, the classroom walls need to be permeable, so that
learning can be accessed from outside – ‘outsiders’ can come in and ‘insiders’
go out.


Study unit 5: Cultivating a culture of teaching and learning


In this section the creation and maintenance of a sound culture of teaching
and learning are discussed. The main aspects of school management that
contribute to the creation of a healthy culture of teaching and learning can be
summarised as follows:
   •   Utilising the elements of organisational culture in the school to create a
       sound culture of learning and teaching
   •   Managing the instructional programme to maximise effective teaching
       and learning
   •   Effective managing of the school’s resources in order to supplement
       and enhance teaching and learning activities
   •   Getting parents to participate as partners by means of a management
       programme for parent involvement that suits the circumstances of the
       school
   •   Working together to create a positive climate


                                         11
In the next section – ‘Developing a Culture of Learning and Teaching’ – it
is stated that promoting effective learning and teaching, and encouraging a
culture of learning have far-reaching implications for those involved in the
management of schools. These implications include specific aspects of staff
development, for example, examining the nature of learning and the range of
learning styles and considering what these mean for classroom educators and
their teaching styles. Moreover, the implications go further to necessitate
principals and senior management to consider strategic management,
particularly their vision and aims for the school.


A supportive and collaborative culture is particularly relevant to the
management of change, and effective learning by learners is more likely to
take place where they are treated with fairness and challenged intellectually.
In addition, the sharing and espousal of values that make learning central to
the institution is of particular importance in ensuring that the school can go
forward as a learning organisation.


Culture as process: Leadership challenges in the construction of
productive learning cultures. Leadership is a relational process that is
always exercised in an interpersonal context, and through interaction with
other people: principal and educators; educators and learners; principal and
parents and learners; educators and parents; learners and learners. The
smallest social unit in the execution of leadership is not the individual leader,
but the relation between the leader and the ones being led.


Leadership in education is not a one-man task performed by the principal of
the school or the educator in the classroom. It requires the participation and
co-operation of all parties: school authorities on all levels, colleagues,
learners, parents and local community. Leadership is a team activity.


The two dimensions of a productive learning culture are cultural values and
communication patterns. Several of the elements in this perspective relate to
cultural values: norms of inclusion, acceptance and appreciation of


                                        12
individuality are towards one end. Towards the other end is collective and
shared responsibility. Sometimes one can experience a tension between
concern for the individual and concern for the whole group or organisation, but
there are basic contradictions between the two. In fact, appreciation of
individuality is an important condition for feeling included in the group. And
from that feeling of inclusion and acceptance follows also the identification
with the group and work towards common goals.


In schools and in classrooms we also need visions and dreams. As educators,
ours dreams are about what schooling can do, for children and young people,
and for people in all stages of life. Schooling can open the doors of
knowledge, build human potential and strengthen the confidence we have in
ourselves and in our culture. “I am not only teaching Maths. I am teaching
dignity and self-respect.” These words from a South African educator capture
the essence of schooling. The process of knowledge transformation and
knowledge construction, of personal growth and respect for oneself and
others, is the overarching context of leadership in education.


Study unit 6: The organisational climate and culture of schools


School leaders need to help educators create high-achieving learning
environments for all learners, where the most advanced curriculum and
instruction techniques combine to support learning. In high-achieving learning
environments educators engage learners in complex problem solving and
exploring of ideas and issues, while classroom activities draw on learners’
culture, experiences and knowledge. Such educators allow learners to
discuss, argue and analyse issues and concepts. Learners construct
knowledge rather than memorise it. In high-achieving schools, educators have
high expectations of all learners and provide an enriched curriculum.


The school climate is dynamic, experiential and concrete, embracing all of the
human interactions and teaching and learning activities in the school. A
positive school climate is much more than one where learners merely feel
good. It is concerned with the culture, the ethos, the mission and purpose of


                                       13
schooling. By creating a healthy, supportive and nurturing learning
environment through effective school and classroom activities, educators can
help learners develop into well-balanced adults.


The following is stated in the section about ‘Organisational Culture and
Organisational Climate’: The concept of organisational culture has emerged
as central in the analysis of organisational behaviour and organisational
effectiveness. Organisational culture is the body of solutions to problems that
has worked consistently for a group and that is therefore taught to new
members as the correct way to perceive, think about, and feel in relation with
problems. Over time, organisational culture takes on meaning so deep that it
defines the assumptions, values, beliefs, norms, and even the perceptions of
participants in the organisation. Though culture tends to drop from the
conscious thoughts of participants over time, it continues to powerfully create
meaning for them in their work and becomes “the rules of the game”.


Studies of schools have strongly supported the belief that organisational
culture is a fundamental factor in determining the quality of educational
organisations. Culture cannot be studied directly but is inferred from observed
behaviour such as language, use of artefacts, rituals, and symbolism
commonly encountered in the workplace.


Organisational climate, which is the study of perceptions of participants of
certain intangible aspects of the environment, reflects the culture.


Study unit 7: Conflict in organisations


Whereas conflict was once thought to signal a failure of the organisation, it is
increasingly being recognised as a normal and legitimate aspect of human
social systems. Thus conflict is not only inevitable but, contrary to earlier
views, it can serve a useful function by stimulating creative solutions to
problems.




                                        14
Whether organisational conflict is destructive or constructive depends to a
large extent on how it is managed. The days are over for the wily school
principal who could head off or terminate conflict with deft tricks or a swift
exercise of power. Healthy organisations – characterised by well-developed
problem-solving mechanisms and a collaborative climate – are able to identify
conflict and deal with it in a collaborative way that leaves the organisation
stronger and better developed, rather than weakened and wracked with
hostility.


Clearly, there is no one best way of managing conflict in organisations. There
are a number of ways, each suited to circumstances in a particular situation.
The basic principle in choosing a way of managing conflict, however, is to use
the approach most likely to minimise the destruction aspects (for example,
hostility) and to maximise the opportunities for organisational growth and
development (for example, to develop greater trust, to improve problem
solving). Finally, no phase in conflict management is more critical than
diagnosing the situation. It is therefore important to distinguish between
effects and causes.


Study unit 8: Organisational change


Change is an inevitable part of life. As such, we are ourselves in a continuous
process of change as our circumstances and the realities of our life constantly
change. Change represents the struggle between what exists and what is
desired. Any existing situation within a school is in equilibrium, i.e. it is the
result of driving forces and resisting forces working against each other. Any
situation of change contains driving forces (pressure to change) that tend to
alter existing circumstances, and forces resistance that tend to oppose or
undermine the change. This opposing character of resisting forces could
serve a valuable role insofar as that alternative ideas for consideration are
developed.


The school principal as an internal change agent is expected to initiate,
facilitate and implement change. This must be done by means of


                                         15
•     determining the outcomes of the proposed change;
   •     determining the procedures and methods for implementing change;
   •     scrutinising literature relevant to the proposed change; and
   •     contacting other school principals who have had experience of
         proposed change.


   4.        HOW TO STUDY THE MODULE ‘LEADERSHIP AND
             MANAGEMENT OF LEARNING IN EDUCATION’


As has been said at the beginning of the study guide, the main focus of the
module is to understand the relationship between the management of the
internal school environment and effective teaching and learning. In other
words, how should the principal and the rest of the SMT manage the school to
facilitate effective teaching and learning? The focus is not so much on the
small detail in the learning material as it is on the relationships between
effective management and for example task execution, the establishment of
sound interpersonal relationships, the instructional programme, organisational
culture, conflict and change, effective teaching and learning, etc.


The study programme will hopefully help you to focus on the outcomes of the
module. During the contact sessions the lecturer will act as a facilitator.
Concepts and the relations will be discussed. It is however also expected from
students to be well prepared in order to make a contribution to the enrichment
of the learning process.


   4.1       Action verbs
   These actions verbs are included in order to provide clarity of what is
   expected of you as a student. Please study them and make sure that you
   understand the meaning of each.
         •   Analyse
         Identify parts or elements of a concept and describe them one by one.
         EXAMPLE: Analyse the factors that could have an influence on the
         culture of teaching and learning at your school.
         •   Compare


                                        16
Point out the similarities (things that are the same) and the differences
between objects, ideas or points of view. The word “contrast” could
also be used. When you compare two or more objects, you should do
so systematically – completing one aspect at a time. It is always better
do this in your own words.
EXAMPLE: Compare school climate and school culture.
•   Criticise
This means that you should indicate whether you agree or disagree
with a certain statement or view. You should then describe what you
agree or disagree with about a certain statement or view.
EXAMPLE: Write critical comments about the role of professional
ethics in education.
•   Define
Describe the precise meaning of something in a formal manner.
EXAMPLE: Define the concept of conflict.
•   Distinguish
Point out the differences between objects, different ideas, or points of
view.
EXAMPLE: Distinguish between leadership and management.
•   Essay
An extensive description of a topic is required.
EXAMPLE: Write an essay about the relationship between
organisational climate and the four psycho-social dimensions of the
school.
•   Identify
Formulate the essential characteristics or aspects of a phenomenon.
EXAMPLE: Identify the prerequisites to manage resistance to change.
•   Illustrate
Draw a diagram or sketch that represents a phenomenon.
EXAMPLE: Illustrate by means of a diagram how organisational climate
is created.
•   Motivate
You should give an explanation of the reasons for your statements or
views. You should try and convince your reader of your view.


                                17
EXAMPLE: Motivate the rationale to adopt the situational leadership
                   style.
                   •   Summarise
                   Give a structured overview of the key (most important) aspects of a
                   topic. This must always be done in your own words.
                   EXAMPLE: Give a summary of the meaning of participative
                   management.




              5.       THE STUDY PROGRAMME


TIME FRAME                    THEMES                             TOPICS
Saturday 7 February
2009                          LEADERSHIP AND                     Write an essay about “Leaders and
VENUE: Room F202              MANAGEMENT OF LEARNING             managers can make a difference
                                                                 in schools”.
9:00 to 10:00 Visit to the    Characteristics of effective
library                       schools                            Find at least four related articles in
10:15 to 12:00                Characters of effective school     the library and use it with your
                              leaders                            study material to write the essay.
                              Effective task execution versus
                              the establishment of sound         Due date: 7 February 2009
Break: 12:00 to 13:00         interpersonal relationships



13:00 to 15:00


Saturday 7 March 2009         CURRICULUM MANAGEMENT              Write an essay about “Staff
                                                                 development and professional
VENUE: Room F 202             Professional development of        ethics for school effectiveness”.
                              educators:
                              Heads of departments               Find at least four related articles in
10:00 to 12:00                Job descriptions                   the library and use it with your
                              Educator professionalism           study material to write the essay.
                              Induction
                              Mentors
Break: 12:00 to 13:00         Educator appraisal                 Due date: 7 March 2009
                              Educator development



13:00 to 15:00


                                                  18
Saturday 18 April 2009
                          THE MANAGEMENT OF A              Write an essay about “A sound
VENUE: Room F202          SOUND SCHOOL CLIMATE             school climate and culture
                          AND CULTURE                      inductive to teaching and learning
10:00 to 12:00                                             is a prerequisite for an effective
                          What is school climate and       school”.
                          culture?
                          The management of conflict       Find at least four related articles in
Break: 12:00 to 13:00     Job satisfaction                 the library and use it with your
                                                           study material to write the essay.
                                                           Due date: 18 April 2009


13:00 to 15:00


Saturday 9 May 2009
                          THE MANAGEMENT OF                Write an essay about “The role of
VENUE: Room F 202         CHANGE                           the principal to manage change in
                                                           a school”
10:00 to 12:00
                                                           Find at least four related articles in
                                                           the library and use it with your
                                                           study material to write the essay.
Break: 12:00 to 13:00
                                                           Due date: 9 May 2009



13:10 to 15:00



          The four essays must be submitted before the commencement of the
          classes. The essays will also serve as discussion documents. Every
          student must be well prepared for the Saturday classes.


             6.    ASSESSMENT


          Group presentations                                 20%
          Essays (4x20) = 80                                  80%
          Examination paper: Open book 5 June                 100%
          2009 from 9:00 to 13:00



                                            19

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UP LBL 880 Study Guide 2009

  • 1. STUDY GUIDE LBL 880 COMPILED BY: DR SAKKIE PRINSLOO DEPARTMENT OF EDUCATION MANAGEMENT AND POLICY STUDIES 1
  • 2. TABLE OF CONTENTS 1. INTRODUCTION 2. THE READER (STUDY MATERIAL) 3. OVERVIEW 4. HOW TO STUDY THE MODULE 4.1 Action verbs 5. THE STUDY PROGRAMME 6. ASSESSMENT 6.1 Presentation 6.2 The academic essay 6.3 The examination 2
  • 3. 1. INTRODUCTION Welcome to the second semester of the M Ed - Leadership. We trust that you will find the module ‘Leadership and Management of Learning’ interesting and stimulating. Excellence in a school relates to the quality of its core activities, namely teaching and learning. In view of the enormous changes that have taken place in our education system, coupled with the high demands that are made on education leaders, it is more important than ever before for leaders in education to have knowledge of and insight into the management of the internal school environment in order to facilitate effective teaching and learning. 2. THE READER (study material) You should have received a reader compiled from different textbooks. The overall purpose of this module is: TO UNDERSTAND THE RELATIONSHIP BETWEEN THE MANAGEMENT OF THE INTERNAL SCHOOL ENVIRONMENT AND EFFECTIVE TEACHING AND LEARNING The following Education Management Model is a brief summary of the leadership and management task of the principal and members of the School Management Team (SMT) in a school. The education leader must manage the following six management areas effectively: • Staff management • Management of learner affairs (curriculum and extra-curriculum) • Management of school finance • Management of the physical facilities • Management of school community relationships • Management of administrative affairs 3
  • 4. Although the focus in this module will be on the management of effective learning and teaching (management of the curriculum), the effective management of all the other management areas is also important to create a school environment in which effective teaching and learning can take place. Prinsloo, 2005. All actions and activities in a school revolve around the resources in school. These include, human resources (staff, learners, parents); school finance (money); physical resources (buildings, furniture, text books, exercise books, educational aids, etc.), and time (tuition timetable). The effective utilisation and development of resources in a school is dependent on the management and leadership skills of education leaders. The achievement of predetermined aims and objectives by means of effective planning, the setting of aims and objectives, the implementation of policy, decision making, delegating, coordinating and control. The first responsibility 4
  • 5. therefore focuses on task execution. An education leader should ensure that subordinates define tasks in accordance with predetermined standards. He or she should also see to it that the predetermined objectives are achieved according to a set time schedule. With this objective in view, education leaders should use the conceptual management skills that have been discussed to execute specific activities and prescribed procedures in the six management areas. In order to achieve the predetermined aims and objectives of a school, education leaders need the support of highly motivated staff, learners and parents. Therefore, it is essential to create and maintain harmonious relations with staff, learners and parents by means of the following human skills: effective leadership, motivation, communication, negotiation skills and the skills to form effective groups and establish sound relationships in a school. The school is a unique organisation where specific activities take place. These activities require technical skills such as prescribed procedures, methods and techniques in each of the six management areas. As was stated earlier, excellence in a school relates to the quality of its core activities, which are teaching and learning. Effective teaching and learning are not possible unless there is a healthy internal management environment in which optimal teaching and learning can take place. Knowledge of conceptual, human and technical management skills is required to create a positive organisational climate and culture in schools, to manage conflict and stress in the school, and to encourage change. The values and culture of the parent community should also be taken into account in the management of the internal environment of the school. Managing the effect of the external environment of the school requires specific knowledge and skills from education leaders. The relationship between educators, learners, parents and the Department of Education is regulated by legislation and departmental policy. Education leaders should in the first place have a thorough knowledge of education law and policies, and, 5
  • 6. in the second place, the management skills needed to direct the actions of educators, learners and parents by means of their conceptual and human skills. Professional conduct of educators is based not only on professional ethics (SACE‘s Code of Ethics), but also on specialised knowledge of, respect for and sensitivity to the fundamental rights of all the stakeholders in education. Professional ethics should govern the type of conduct that is expected and considered exemplary within the teaching profession. SACE as well as the trade unions should play a positive role to encourage effective teaching and learning in every school in South Africa. The module consists of the following study units: • Management skills to ensure effective task execution in a school • Management skills to ensure the creation and maintenance of harmonious relationships with staff, learners and parents • Curriculum management • Managing the instructional programme • Cultivating a culture of teaching and learning • The organisational climate and culture of the school • Conflict in organisations • Organisational change The focus in this module will therefore be on understanding the relationships that exist between effective teaching and learning and the way in which the principal manages the internal school environment. Rest assured that you will never be expected to know every detail of the given study material. What is of greater importance is to understand the relationships between each of the above topics on the one hand, and effective teaching and learning on the other. 3. OVERVIEW 6
  • 7. Study unit 1: Management skills to ensure effective task execution in a school Study unit 2: Management skills to ensure the creation and maintenance of harmonious relationships with staff and learners In these first two study units the emphasis will fall on the fact that all actions and activities in a school revolve around people, namely staff, learners and parents. These actions and activities, divided into six identified management areas (management of staff affairs, learner affairs, school finance, physical facilities, administrative affairs and school community relationships), are directed at the realisation of the mission of the school, which is to ensure effective teaching and learning. It may therefore be stated that the following summarises the basic responsibilities of any educational leader: • The achievement of predetermined aims and objectives by means of effective planning, the making or implementation of policy, decision making, organising, delegating, coordinating and control. The first responsibility thus focuses on the task. For the purpose of this module we will focus on the management area of learner affairs and specifically on the management of curricular affairs. In other words, we are concerned with the extent to which a leader fulfils his or her task of achieving a particular set of objectives. An educational leader should ensure that subordinates define tasks in accordance with predetermined standards. He or she should also see to it that the predetermined objectives are achieved according to a set time schedule. • The creation and maintenance of harmonious relationships with staff, learners and parents by means of effective leadership and motivation, communication, negotiations skills and the skills necessary to form 7
  • 8. effective groups and to establish sound relationships in a school. However, the successful execution of a task is dependent on the leader’s ability to direct the action of people so that they willingly achieve the set objectives of the school. The leader has the responsibility of reinforcing sound relationships in the school, built on respect and trust. Thus we can say that true leadership is characterised by adaptability and flexibility. A good leader is a person who can maintain good human relations, but who is also able to enforce the performance of the formal activities of a school when the situation demands it (Prinsloo, 2003:138). Study unit 3: Curriculum management If the school’s key purpose is to ‘provide effective learning’, the primary task in managing the curriculum at school level is to influence the environment within which this learning takes place. This would normally encompass the following: • What is learned (and taught), i.e. curriculum content • The form in which the learning content is presented, i.e. curriculum design • How the learning content is learned (and taught), i.e. methodologies, pedagogy • The circumstances under which the above can be effectively achieved (e.g. developing an appropriate culture, utilising resources efficiently, creating structures, etc.) • Assessing how effective learning is, i.e. evaluation Emphasis is placed on the roles of • the principal as curriculum leader; • the senior curriculum managers as curriculum facilitators; • educators as learners within collegial or peer groups; • educators as interpreters of the curriculum; 8
  • 9. parents as curriculum supporters; • schools as curriculum management sites; and • departmental officials and agencies as curriculum advisory services. In the section about the role of senior curriculum managers it is clear that a prescriptive curriculum – which may be perceived as being equivalent to a syllabus or timetable (see the previous chapter) - to demand that educators and learners will do the same in each classroom in each school. In fact, of course, that some schools do it better than others. Even if physical resources were identical in each of the schools, the competence and motivation of educators would still vary and it is here that the influence of senior curriculum managers can be most evident. There is a substantial body of evidence to indicate that the most effective schools – schools that are high-achieving, highly regarded and adaptable – are those that have found ways of involving educators in decisions and hence in the ownership of them (Duffy 1988:95). , the role of the most senior staff in a school is critical. Even in implementing a centrally prescribed curriculum, their actions will have a major influence on whether that curriculum is effective at school level. This role in curriculum management to display six main, each of which will be discussed: • Having a view of the whole curriculum • Having accountability for consistently high standards • Developing an appropriate culture • Managing the structures • Having operational roles • Managing the involvement of staff in curriculum management In the section about the role of curriculum middle managers we will focus on the role of the head of the department to ensure effective teaching and learning. Emphasis will be placed on • the job specification of the curriculum middle manager; • interpersonal skills; and • the concepts of ‘role’ and ‘role set’. 9
  • 10. A very important question to answer here is whether any in-service training or development of heads of departments should take place. If so, who will be responsible for such training or development? The next section has to do with the role of the subject leader or subject head. In the South African education system the subject leader or subject head is not part of the formal hierarchy of a school. In bigger secondary schools and even in bigger primary schools the subject leaders play a major role in subject guidance. Managing monitoring of the curriculum. Effective monitoring offers an answer to the question ‘Are we getting there?’ and is a questioning activity. It also asks, ‘Do we do what we say we do or what we have planned to do?’ Monitoring allows managers to assess how well the institutions are performing, whether targets/objectives are being worked towards or not. It allows you to see where you are not progressing towards targets or standards. It shows where the institution needs to improve and can ‘prevent procedures becoming obsolete and insufficient’. Finally, monitoring should be part of a cycle of ‘continuous improvement’. In Educator Professionalism and Development, the focus is on those concepts of professionalism in teaching. It suggests that training and development are key features of professionalism, and crucial to the effectiveness of the curriculum changes that are required. Finally it looks at the implications for managing the steps towards creating this change and increasing educator professionalism. Please see ”Educators’ professional and labour ethics (2004)”. Study unit 4: Managing the instructional programme 10
  • 11. The instructional leadership task of the principal is discussed in this section. The core activities of a school – its main purpose – are those of teaching and learning, and while all the various management functions of the education leader have a bearing on this, it is argued that it is his or her instructional leadership task that has the most direct effect on these core activities. In the section about ‘Managing the learning environment’ the importance of a positive learning environment is stressed to enable learners to access or ‘tune in to’ learning. Within the school, an environment which gives security and encouragement to learners, which is configured for their learning needs and contains a range of types of stimuli, provides a consistent thread across the examples of good practice. In these environments, the learner feels respected, and feels that his or her needs have been assessed and acknowledged. However, if the learning is also to be relevant within the wider culture and workplace, the classroom walls need to be permeable, so that learning can be accessed from outside – ‘outsiders’ can come in and ‘insiders’ go out. Study unit 5: Cultivating a culture of teaching and learning In this section the creation and maintenance of a sound culture of teaching and learning are discussed. The main aspects of school management that contribute to the creation of a healthy culture of teaching and learning can be summarised as follows: • Utilising the elements of organisational culture in the school to create a sound culture of learning and teaching • Managing the instructional programme to maximise effective teaching and learning • Effective managing of the school’s resources in order to supplement and enhance teaching and learning activities • Getting parents to participate as partners by means of a management programme for parent involvement that suits the circumstances of the school • Working together to create a positive climate 11
  • 12. In the next section – ‘Developing a Culture of Learning and Teaching’ – it is stated that promoting effective learning and teaching, and encouraging a culture of learning have far-reaching implications for those involved in the management of schools. These implications include specific aspects of staff development, for example, examining the nature of learning and the range of learning styles and considering what these mean for classroom educators and their teaching styles. Moreover, the implications go further to necessitate principals and senior management to consider strategic management, particularly their vision and aims for the school. A supportive and collaborative culture is particularly relevant to the management of change, and effective learning by learners is more likely to take place where they are treated with fairness and challenged intellectually. In addition, the sharing and espousal of values that make learning central to the institution is of particular importance in ensuring that the school can go forward as a learning organisation. Culture as process: Leadership challenges in the construction of productive learning cultures. Leadership is a relational process that is always exercised in an interpersonal context, and through interaction with other people: principal and educators; educators and learners; principal and parents and learners; educators and parents; learners and learners. The smallest social unit in the execution of leadership is not the individual leader, but the relation between the leader and the ones being led. Leadership in education is not a one-man task performed by the principal of the school or the educator in the classroom. It requires the participation and co-operation of all parties: school authorities on all levels, colleagues, learners, parents and local community. Leadership is a team activity. The two dimensions of a productive learning culture are cultural values and communication patterns. Several of the elements in this perspective relate to cultural values: norms of inclusion, acceptance and appreciation of 12
  • 13. individuality are towards one end. Towards the other end is collective and shared responsibility. Sometimes one can experience a tension between concern for the individual and concern for the whole group or organisation, but there are basic contradictions between the two. In fact, appreciation of individuality is an important condition for feeling included in the group. And from that feeling of inclusion and acceptance follows also the identification with the group and work towards common goals. In schools and in classrooms we also need visions and dreams. As educators, ours dreams are about what schooling can do, for children and young people, and for people in all stages of life. Schooling can open the doors of knowledge, build human potential and strengthen the confidence we have in ourselves and in our culture. “I am not only teaching Maths. I am teaching dignity and self-respect.” These words from a South African educator capture the essence of schooling. The process of knowledge transformation and knowledge construction, of personal growth and respect for oneself and others, is the overarching context of leadership in education. Study unit 6: The organisational climate and culture of schools School leaders need to help educators create high-achieving learning environments for all learners, where the most advanced curriculum and instruction techniques combine to support learning. In high-achieving learning environments educators engage learners in complex problem solving and exploring of ideas and issues, while classroom activities draw on learners’ culture, experiences and knowledge. Such educators allow learners to discuss, argue and analyse issues and concepts. Learners construct knowledge rather than memorise it. In high-achieving schools, educators have high expectations of all learners and provide an enriched curriculum. The school climate is dynamic, experiential and concrete, embracing all of the human interactions and teaching and learning activities in the school. A positive school climate is much more than one where learners merely feel good. It is concerned with the culture, the ethos, the mission and purpose of 13
  • 14. schooling. By creating a healthy, supportive and nurturing learning environment through effective school and classroom activities, educators can help learners develop into well-balanced adults. The following is stated in the section about ‘Organisational Culture and Organisational Climate’: The concept of organisational culture has emerged as central in the analysis of organisational behaviour and organisational effectiveness. Organisational culture is the body of solutions to problems that has worked consistently for a group and that is therefore taught to new members as the correct way to perceive, think about, and feel in relation with problems. Over time, organisational culture takes on meaning so deep that it defines the assumptions, values, beliefs, norms, and even the perceptions of participants in the organisation. Though culture tends to drop from the conscious thoughts of participants over time, it continues to powerfully create meaning for them in their work and becomes “the rules of the game”. Studies of schools have strongly supported the belief that organisational culture is a fundamental factor in determining the quality of educational organisations. Culture cannot be studied directly but is inferred from observed behaviour such as language, use of artefacts, rituals, and symbolism commonly encountered in the workplace. Organisational climate, which is the study of perceptions of participants of certain intangible aspects of the environment, reflects the culture. Study unit 7: Conflict in organisations Whereas conflict was once thought to signal a failure of the organisation, it is increasingly being recognised as a normal and legitimate aspect of human social systems. Thus conflict is not only inevitable but, contrary to earlier views, it can serve a useful function by stimulating creative solutions to problems. 14
  • 15. Whether organisational conflict is destructive or constructive depends to a large extent on how it is managed. The days are over for the wily school principal who could head off or terminate conflict with deft tricks or a swift exercise of power. Healthy organisations – characterised by well-developed problem-solving mechanisms and a collaborative climate – are able to identify conflict and deal with it in a collaborative way that leaves the organisation stronger and better developed, rather than weakened and wracked with hostility. Clearly, there is no one best way of managing conflict in organisations. There are a number of ways, each suited to circumstances in a particular situation. The basic principle in choosing a way of managing conflict, however, is to use the approach most likely to minimise the destruction aspects (for example, hostility) and to maximise the opportunities for organisational growth and development (for example, to develop greater trust, to improve problem solving). Finally, no phase in conflict management is more critical than diagnosing the situation. It is therefore important to distinguish between effects and causes. Study unit 8: Organisational change Change is an inevitable part of life. As such, we are ourselves in a continuous process of change as our circumstances and the realities of our life constantly change. Change represents the struggle between what exists and what is desired. Any existing situation within a school is in equilibrium, i.e. it is the result of driving forces and resisting forces working against each other. Any situation of change contains driving forces (pressure to change) that tend to alter existing circumstances, and forces resistance that tend to oppose or undermine the change. This opposing character of resisting forces could serve a valuable role insofar as that alternative ideas for consideration are developed. The school principal as an internal change agent is expected to initiate, facilitate and implement change. This must be done by means of 15
  • 16. determining the outcomes of the proposed change; • determining the procedures and methods for implementing change; • scrutinising literature relevant to the proposed change; and • contacting other school principals who have had experience of proposed change. 4. HOW TO STUDY THE MODULE ‘LEADERSHIP AND MANAGEMENT OF LEARNING IN EDUCATION’ As has been said at the beginning of the study guide, the main focus of the module is to understand the relationship between the management of the internal school environment and effective teaching and learning. In other words, how should the principal and the rest of the SMT manage the school to facilitate effective teaching and learning? The focus is not so much on the small detail in the learning material as it is on the relationships between effective management and for example task execution, the establishment of sound interpersonal relationships, the instructional programme, organisational culture, conflict and change, effective teaching and learning, etc. The study programme will hopefully help you to focus on the outcomes of the module. During the contact sessions the lecturer will act as a facilitator. Concepts and the relations will be discussed. It is however also expected from students to be well prepared in order to make a contribution to the enrichment of the learning process. 4.1 Action verbs These actions verbs are included in order to provide clarity of what is expected of you as a student. Please study them and make sure that you understand the meaning of each. • Analyse Identify parts or elements of a concept and describe them one by one. EXAMPLE: Analyse the factors that could have an influence on the culture of teaching and learning at your school. • Compare 16
  • 17. Point out the similarities (things that are the same) and the differences between objects, ideas or points of view. The word “contrast” could also be used. When you compare two or more objects, you should do so systematically – completing one aspect at a time. It is always better do this in your own words. EXAMPLE: Compare school climate and school culture. • Criticise This means that you should indicate whether you agree or disagree with a certain statement or view. You should then describe what you agree or disagree with about a certain statement or view. EXAMPLE: Write critical comments about the role of professional ethics in education. • Define Describe the precise meaning of something in a formal manner. EXAMPLE: Define the concept of conflict. • Distinguish Point out the differences between objects, different ideas, or points of view. EXAMPLE: Distinguish between leadership and management. • Essay An extensive description of a topic is required. EXAMPLE: Write an essay about the relationship between organisational climate and the four psycho-social dimensions of the school. • Identify Formulate the essential characteristics or aspects of a phenomenon. EXAMPLE: Identify the prerequisites to manage resistance to change. • Illustrate Draw a diagram or sketch that represents a phenomenon. EXAMPLE: Illustrate by means of a diagram how organisational climate is created. • Motivate You should give an explanation of the reasons for your statements or views. You should try and convince your reader of your view. 17
  • 18. EXAMPLE: Motivate the rationale to adopt the situational leadership style. • Summarise Give a structured overview of the key (most important) aspects of a topic. This must always be done in your own words. EXAMPLE: Give a summary of the meaning of participative management. 5. THE STUDY PROGRAMME TIME FRAME THEMES TOPICS Saturday 7 February 2009 LEADERSHIP AND Write an essay about “Leaders and VENUE: Room F202 MANAGEMENT OF LEARNING managers can make a difference in schools”. 9:00 to 10:00 Visit to the Characteristics of effective library schools Find at least four related articles in 10:15 to 12:00 Characters of effective school the library and use it with your leaders study material to write the essay. Effective task execution versus the establishment of sound Due date: 7 February 2009 Break: 12:00 to 13:00 interpersonal relationships 13:00 to 15:00 Saturday 7 March 2009 CURRICULUM MANAGEMENT Write an essay about “Staff development and professional VENUE: Room F 202 Professional development of ethics for school effectiveness”. educators: Heads of departments Find at least four related articles in 10:00 to 12:00 Job descriptions the library and use it with your Educator professionalism study material to write the essay. Induction Mentors Break: 12:00 to 13:00 Educator appraisal Due date: 7 March 2009 Educator development 13:00 to 15:00 18
  • 19. Saturday 18 April 2009 THE MANAGEMENT OF A Write an essay about “A sound VENUE: Room F202 SOUND SCHOOL CLIMATE school climate and culture AND CULTURE inductive to teaching and learning 10:00 to 12:00 is a prerequisite for an effective What is school climate and school”. culture? The management of conflict Find at least four related articles in Break: 12:00 to 13:00 Job satisfaction the library and use it with your study material to write the essay. Due date: 18 April 2009 13:00 to 15:00 Saturday 9 May 2009 THE MANAGEMENT OF Write an essay about “The role of VENUE: Room F 202 CHANGE the principal to manage change in a school” 10:00 to 12:00 Find at least four related articles in the library and use it with your study material to write the essay. Break: 12:00 to 13:00 Due date: 9 May 2009 13:10 to 15:00 The four essays must be submitted before the commencement of the classes. The essays will also serve as discussion documents. Every student must be well prepared for the Saturday classes. 6. ASSESSMENT Group presentations 20% Essays (4x20) = 80 80% Examination paper: Open book 5 June 100% 2009 from 9:00 to 13:00 19
  • 20. 6.1 Presentation Students will be asked to form small groups. Please prepare yourself thoroughly to present your topic according to the criteria indicated below: ASSESSMENT OF STUDENT PRESENTATION CRITERIA Maximum Mark Criterion 1 Presentation – logical argument 5 Criterion 2 Bridging the theory-practice gap – 10 integration Criterion 3 Thinking skills – show the 5 relationship with effective teaching and learning TOTAL 20 Please do not read from the study material. Students will have 30 minutes to present a given topic. You have to make use of transparencies or a power point presentation. 6.2 Framework of your academic essays 1. Introduction: Give a brief introduction. 2. Research question: Ask a research question for example, can leaders and managers make a difference in schools? or How can leaders and managers make a difference in schools? or What difference can leaders and managers make in schools? 3. Research objectives: To answer your research question it is important to set yourself research objectives, for example: To determine what difference leaders and managers can make in schools. 20
  • 21. 4. Literature review: Use different sources to build an argument to answer your research question or questions. Always try to write systematically, logical and argumentative. If you make a statement it is important to substantiate your statement from the literature. For example: Briefly consider the following aspects of this stage in the planning process (Allen, 1997: 7--11); Every school should therefore have a policy that serves as a guideline for the behaviour of staff, learners, parents and other role players (Kruger & Van Schalkwyk, 1997:63; Van der Westhuizen, 1997:150). 5. List of references Allen, L.A. 1997. Professional Management. New York: McGraw-Hill. Kruger, A.G. & Van Schalkwyk, O.J. 1997. Classroom Management. Pretoria: J. L. Van Schaik. Van der Westhuizen, P.C. 1997. Educational management tasks. In Van der Westhuizen, P.C. (Ed.). Effective educational management. Pretoria: Kagiso. Marking Scheme Your article will be assessed according to the following assessment criteria: MARKING SCHEME: LBL 880 MARKING SCHEME: LBL 880 ACADEMIC ESSAY MARKING SCHEME MAX MARK 1. Presentation 5 Title; Technical presentation; References; Bibliography 2. Content 10 A good introduction; Research question and objectives; Theory application; Logical and argumentative; Connection with practice /relevance /examples; a good line of argument 3. Application and recommendations 5 Recommendations for the improvement of practice; Conclusion 21
  • 22. 20 Lecturer:………………….. Date: …………………….Final mark Comments: ………………………………………………………………………….. ………………………………………………………………………… 6.3 The examination Candidates will write an open book examination paper. In other words, you are entitled to bring your study material with you into the examination room. The 4-hour examination paper will consist of two100-mark questions. A scenario will be given and you will have to analyse the given situation and answer the question or questions. Although you are entitled to bring your study material with you to the examination room, you still have to prepare yourself thoroughly for the examination. Please make sure that you will be able to achieve the set outcomes given in the study programme. Your essay will be assessed according to the following criteria: CRITERIA MARK % The essay has a very appropriate title. The given situation is well analysed and the problem is stated clearly and explicitly. All relevant theories have been reviewed clearly and concisely, and a very good understanding of these theories is illustrated. The student writes systematically, logically and argumentatively. 75 - 100 Substantive arguments are used and the application of theory is well connected with school practice. Relevant examples are used. The essay has an appropriate title. The given situation is analysed and the problem is stated. Most relevant theories are reviewed clearly and concisely and an understanding of these theories is illustrated. The student writes in a less systematic, logic and argumentative way. Not all arguments are substantiated, although the application of theory is 50 - 74 connected with school practice. Examples are used. The essay has a title. The given situation is poorly analysed and the problem is poorly stated. 22
  • 23. A few theories are reviewed, and a limited and flawed understanding of these theories is illustrated. There is little evidence of systematic, logic and argumentative writing. 25 - 49 Arguments are not substantiated and little or no application of theory is connected with school practice. Little or no examples are used. The essay has an inappropriate title or no title at all. The way in which the given situation was analysed illustrates very little or no understanding of the problem. A few theories have been reviewed and a seriously flawed and limited understanding of these theories is illustrated. 0 - 24 There is a lack of a systematic, logical and argumentative writing style. Little or no arguments are used and they are not motivated. No or very little application of theory is connected with school practice. I hope that you will enjoy this module and that you will be empowered to go back to your schools to make a difference in the quality of the teaching and learning. All the best with your studies Dr Sakkie Prinsloo 23