Leading Others in Education

The current pandemic has demanded that some professions redefine how a leader is successful. Behind organisations that have continued to be high performing there has been an enabling culture that has, at times, trailblaze

Being tasked with identifying the functional or dysfunctional aspects of schools I work with, enables me to garner a summary of the arsenal successful ones harness and nurture. 

Experiencing crises in schools, and leading or influencing them to sustainable success, I recognise that one of the components was a cognisance of the relationship between staff and high-performance. With people as the main variable within institutions, and believing people are complex, how they behave often determines the organisation’s performance and reputation. If understanding people’s behaviours were simple and then easily changed, surely it would follow that building formulas for successful teams would also be simple. Thompson (2018) states,

In our desperate search for simplicity, people want success to work like a garage door opener, where a four-digit code springs the lock. But culture is not a keypad and people are not doors. Our codes are ever changing in reaction to our environment. p.xv.

Suggesting that people are not easily programmable and solutions that work for one organisation aren’t always easily adapted so that they work for another in a similar context. People respond to their environment. People’s experiences and responses will vary; thus, managing people with different experiences and different responses is complex.  As humans we problem solve. Whilst better understanding our behaviours is challenging, we continually try to create formulas or systems that enable a level of certainty of success. This essay will critically evaluate how leaders develop high performance, agile and collaborative cultures in schools. It will also explore the relationships between people and performance and the role that organisational structures play in supporting those relationships and consider some of the consequences of neglecting people’s basic emotional needs.

Teaching is a relational career; this may be why the profession often demands that its staff and stakeholders reflect on the dynamics of effective relationships. Undoubtedly our leadership styles are influenced by our values and a myriad of experiences.

All organisations start with a vision of how they will impact. The culture of an organisation is often born out of the leadership’s values, ethics, behaviours and capacity to achieve its vision. Without positive values that underpin the organisation, it will not thrive for long. Jack Whitehead (2018 cited Academic Assembly, University of Bath, 1988) agrees;

High sounding phrases like ‘values of freedom, truth and democracy’, ‘rational debate’, ‘integrity’, have been used. It is easy to be cynical about these and to dismiss them as hopelessly idealistic, but without ideals and a certain agreement about shared values a community cannot be sustained and will degenerate.

 (Location 723/3829)

Effective headship I believe requires, among others, 3 key elements:

  • expert pedagogy;
  • clarity on how to lead the organisation;
  • capacity to manage and influence people.

For all these elements to be sustained and progressed, school leaders should build appropriate structures.

Without a team with the capacity to deliver on its core purpose, to effectively teach, the school will fail. Recruiting the best teachers is not the only mechanism that will develop or sustain success. Schools require a dynamic set of structures, starting with a clear vision and practised values, which attract the best candidates. I have 3 core beliefs regarding recruitment:

  • there is a suitable role for every teacher;
  • teachers have a responsibility to seek roles that are commensurate with their values and behaviours;
  • school leaders have a responsibility to recruit candidates that demonstrate values and behaviours that are commensurate with their vision. 

So, in the role becoming vacant, we all have a responsibility in ensuring that the most appropriate person is appointed. From advert to the induction process, the recruitment structures should be wholly aligned with the school’s vision and values. As any deviation from this vision is an unnecessary distraction and could stall the success of the school.  

Earlier I mentioned that people are complex. Therefore, solutions to problems with people are complex.  So, if schools have structures which enable them to recruit a cognitively diverse set of staff with diverse backgrounds and different reference points, the more likely they are to solve the challenges that all schools are presented with. Syed, (2019) explains,

Homogeneous groups don't just underperform; They do so in predictable ways. When you are surrounded by similar people, you are not just likely to share each other’s blind spots, but to reinforce them. (p24)

Suggesting that by not recruiting cognitively diverse teams, the organisation is more likely to fail.

Syed (2019) reiterates the need for cognitively diverse teams further,

Teams that are diverse in personal experiences tend to have a richer more nuanced understanding of their fellow human beings they have a wider array of perspectives - fewer blind-spots. (p23)

Seemingly, by guarding the organisation’s blind-spots, organisations are more likely to garner success.

As a headteacher in 2012 and in a school that was judged by Ofsted as in special measures, I inherited a team that was cognitively and ethnically diverse, with many staff drawn from the local community and many staff that were new to their roles. With a sense of urgency to succeed, the school had never been judged as good since Ofsted’s inception in 1992, it was essential that I developed structures which allowed me to identify and harness the staff’s wisdom, skills and knowledge, so that we operated more effectively. Despite having a cognitively diverse staff, it soon became apparent that as a leadership team we didn’t have the capability, to corral staff to a united position.  Carter (2020) concludes,

Capability = Competency + Capacity (p88).

What I had inherited was people creating a cacophony and using their skills and values to pull the school in different directions. What I needed was a team with different voices, skills and values that were pulling the school in the same direction. With the school having experienced 10 heads in 10 years, the varying structures, values and vision had been lost and confusion had set in. We started a journey under a different set of systems with a focus on long-term gains; we began to build a vision together.

Carter (2020) states,

A focus on short-term quick wins almost always means that leaders make choices that work initially but are unsustainable and, depending on the strategy, and affordable. The most effective leaders and school improvers across the school system lead transformational change that lasts for many years.  (p94)

Arguing, investment in the long-term vision better secures sustainability of the success.

All schools have values, ranging from ‘respect’ to ‘pupil first’. How these values are interpreted and practised often determines the success and reputation of the organisation. Whilst the school I inherited practised mainly sound values; it was also staff centric, as demonstrated by:

  • inequitable pay awards;
  • regular safeguarding or staff conduct breaches;
  • part-time roles that suited staff needs rather than children’s;
  • above average pupil exclusions.

This imbalanced culture needed to be an area I addressed first.

To test staff capability, before staff changes were considered, I set up a variety of non-negotiable structures where I could use my skills and experiences and gather intelligence to lead the school to success.

These included;

  • Reflection and planning opportunities with stakeholders, born wholly out of our understanding of our core purpose and our lived values; by drawing up a manifesto with 1, 3- and 5-year intervals. Plans to bridge the gap between our realistic position and our ambitions were later developed.  
  • Seeking opportunities with and for staff to develop skills, knowledge and behaviours; with a focus on better understanding pedagogy, purpose of role and how both contributed towards the vision;
  • Providing opportunities to be outward facing, networking with and shadowing others locally and globally in schools and in other industries;
  • Monitoring the impact of the newly implemented plans against the targets and the accountability systems;
  • Creating spaces to reflect on and revise plans as necessary with partners; external (HR, professional survey group and experienced coaches from varying industries) and internal (governors and aspiring/experienced leaders). Giving permission to take calculable risks in a psychologically safe space. Edmondson (1999) describes a psychologically safe space as a,

shared belief held by members of a team that the team is safe for interpersonal risk taking. (p350)

Developing new cultures and non-negotiable accountability measures often heightens staff anxiety. I wanted to lessen anxiety but needed staff to take risks. According to Syed (2020)

One emphatic finding from psychological research is that humans dislike uncertainty and the sense that we lack control over our lives. When faced by uncertainty we often attempt to regain control by putting our faith in a dominant figurehead who can restore order. (p121)

Implementing those structures, I initially adopted a democratic leadership style, Goleman (2000) describes this style as,

building consensus through participation (p5).

Although a pitfall of this style was potentially repeating the outcome prior to my arrival; where seemingly everyone was listened to and everyone’s wishes were acted upon, leading to confusion and system-wide failure.

Although I felt uncomfortable about deviating from my normal democratic style of leadership to a more coercive one, Goleman (2000) defines this style as

This ‘Do what I say’, approach can be very effective in a turnaround situation. (p85),

the staff centric culture needed to swiftly shift towards a more child or customer first one, if system-wide success was to thrive.

Once our vision, via a manifesto, was established, I was able to switch between leadership styles.

Goleman (2000) concludes,

being able to switch among the authoritative, affiliative, democratic, and coaching styles as conditions dictate creates the best organizational climate and optimizes business performance. (p87)

Implementing the accountability framework with a skeleton of skilled staff nearly broke me. It was a key mechanism I relentlessly made time for, which often resulted with me working an unsustainable 70+-hour weeks. If I was to test the 100 staff’s capability, I needed evidence to drive the next phase. Later I would develop a diverse set of leaders; find time to develop relationships and trust. By plotting staff’s names on a  Carroll Diagram against can and can’t and will and won’t headings, Iconcluded a picture of staff’s needs. Those in the quadrant of can and will demonstrated the skills of aspiring leaders and those in the quadrant of can’t and won’t demonstrated  a lack of capability. Both groups were afforded a range of support mechanisms, including change in timetables, shadowing opportunities, an external coach, regular check in points and clear expectations of deadlines.  My quickly self-improving team added capacity and, after further shadowing experiences and CPD sessions, were able to more effectively lead on aspects of the school improvement plans.

The arrival of a new headteacher is in some ways akin to a pandemic, when both displace a sense a sense of place and order; which may lead to people underperforming. By implementing coaching and designated leadership time off site leaders were able to augment their roles to better suit their styles of leadership and respond to the changing needs of the school. Laker et al., (2020) suggests,

While this may create operational challenges, it enables opportunities to develop task, relational, and cognitive landscapes that bring meaning to work.

Bringing more autonomy to their roles incentivised staff and the school benefitted. Ultimately the culture shifted and better met the community’s needs owing to the actions and agile structures. This was later followed by achieving nationally average, or better, key performance indicators and the school was judged by Ofsted as good two years’ later.   Illustrating when both appropriate structures and emotionally intelligent behaviours amalgamate, these can enable and sustain high performance.

The next part of the essay will further explore the relationship between people’s emotional intelligence and performance.

Achieving a vision with people requires leaders to consider and adopt a myriad of effective skills and behaviours. Goleman (1998) believes,

Truly effective leaders are also distinguished by a high degree of emotional intelligence, which includes self- awareness cover self- regulation, motivation empathy and social skill. (p1)

Suggesting that emotional intelligence allows leaders to better understand their community and position them to achieve together. Being self-aware, values-led and cognisant of people’s emotional needs in the community, enables leaders to build the successful frameworks within their institutions.

As a newly appointed assistant headteacher in an amalgamation of an infant and junior school, it was necessary for my headteacher, who I was unfamiliar with, to galvanise the team and corral us to drive the necessary radical and rapid improvements. The headteacher was a values-based leader, exuding and often modelling the expectations she had of everyone and many of the Nolan Principles (Committee on Standards in Public Life, 1995)

  • selflessness
  • integrity
  • objectivity
  • accountability
  • openness
  • honesty
  • leadership

This was acknowledged, along with the success of her leadership, during Ofsted’s autumn visit. Under her leadership staff were diligent, knowledgeable, ambitious and dutifully supported the families in the complex community in South East London.   Syed (2019) argues,

Prestigious individuals on the other hand are followed out of freely bestowed respect they are in that sense role models.

This means in turn that their generosity towards others is likely to be copied tilting the entire group in a more cooperative direction. (p113-114)

Despite the progress of the school under her empathetic and democratic style of leadership, she lacked some professional grip, particularly with school finance protocols, which was necessary in order to sustain and progress the school.  She swiftly left. The staff, and subsequently the school, were plunged into an awry that would take the length of primary aged child’s schooling to fully recover from.Whilst the head modelled emotional intelligence in her leadership and in her address to stakeholders and pupils, what she hadn’t had time to do was develop an effective team that could work together without her direction, and seemingly without her type of emotional intelligence it gained its momentum from.

The deputy headteacher was the first to take on one of the vacant substantive roles and became the headteacher, while all other leaders were temporarily promoted. The values cited in the school’s prospectus and on its walls didn’t change, but the newly practised ones did. This new headteacher isolated themselves, was unable to drive the necessary changes and failed to address the deterioration in staff conduct with rigour and consistency. The lack of emotional intelligence and the capacity to effectively demonstrate the Nolan Principles and create psychologically safe spaces were tangible and a popular topic of discussion by staff.

The previously familiar psychological safe spaces allowed for the pedagogical discourse and leadership capability to be explored without reprisals; essential for us new to leadership roles. If we were to effectively deliver on our core purpose and lead in a complex school, accessing shadowing and coaching opportunities and one to one professional development conversations with line managers, so that we could to evolve as credible leaders, were necessary mechanisms. Scott (2019) cites,

Google employees, analysing more than 250 attributes of 180+ active teams… found that the five key dynamics for successful teams included, psychological safety, Dependability, Structure and Clarity, Meaning, and Impact. But psychological safety was by far the most important of the five dynamics, because it's the foundation of the other four.  (p240)

Void of much needed emotional intelligence, including providing psychologically safe spaces, goodwill dwindled because it was neither acknowledged or appreciated, so did the ad hoc and formal conversations and subsequently so did the energy and improvements. Within one year, many teachers, including two senior leaders, left and within 17 months Ofsted judged the school as in special measures.

This story, alongside Kim Scott’s narrative on Google’s survey’s findings, seek to illustrate the influence both an emotionally intelligent and one lacking emotional intelligence can have on relationships and the education, opportunities, wellbeing and safety of those they are responsible for.  By consistently expecting and effectively practising the Nolan Principles the school ran smoothly, and without them, it seemingly collapsed.

Expecting all to endorse and practise values, which are based on being loving, just

and ambitious for self and others, should be an inherent aspect of all leaders’

behaviours. The Nolan Principles are integral to the Headteachers’ Standards (Department for Education, 2020)

these form the basis of the ethical standards expected of public office holders.

Not only then is it expected for all school staff to employ these characteristics and behaviours, but that when effectively practised, it is anticipated, the school will journey to greater and sustainable success.

Sometimes being self-aware, being emotionally intelligent and practising the Nolan Principles doesn’t always allow you to influence the outcome needed. I used to referee at Tae Kwon Do sparring competitions. Despite rigorous training, including unconscious biases awareness, it didn’t negate the fact that when refereeing, I was biased towards an opponent I was familiar with, particularly if there wasn’t an obvious winner. I tried to avoid this behaviour, but my emotions influenced my decisions.  With punches and kicks sometimes landing in quick succession, it was almost impossible to record them all, so I defaulted to what I thought should be the outcome. I undoubtedly made some inaccurate conclusions, which were heavily weighted by my emotions, as opposed to needing to be influenced by what I witnessed. When faced with two unfamiliar opponents the outcome was rarely swayed by my emotions or biased thoughts. I considered how I could behave differently, to conclude a more just outcome. However, the only variable between the two scenarios was familiarity, and familiarity was saddled with emotions. I was incapable of separating familiarity from emotions.

Whilst I was aware of the limitations my emotions placed on my capacity to be fair, it did not prevent me from lying or exercising a bias, leading to an unfair judgement. The more I tried and focused on being unbiased, the more I was distracted from concentrating on the task in hand.

According to Bhattacharjee (2017)

Our capacity for dishonesty is as fundamental to us as our need to trust others. Which ironically makes us terrible at detecting lies. Being deceitful is woven into our very fabric so much that it would be truthful to say that to lie is human.

When we trace the reason for lying, during my refereeing days one reason was the protection of the reputation of the fighter and the sport, there is often a display of being human and compassionate.

Laker (2020) explained,

the more in tune you are with your emotions, the better placed you are to be able to mitigate them and work with them.

Suggesting, being aware of the ease at which one has the capacity to lie enables us to better understand  and demonstrate empathy when we are confronted with someone who is knowingly lying, or we suspect are lying; which I often faced when addressing staff or pupil misconduct.

In conclusion, this essay argues that structures are key to building and sustaining the success all organisations need. There is sometimes a temptation to focus on short-term gains and overlook the importance of long-term mechanisms; the latter will enable the organisation to sustain its success.

Effectively practising positive values underpins the fabric and success of the community or school. The stakeholders and pupils have often chosen the organisation because of the values it practises. If these lived values are different to what is on the school’s display walls or prospectuses, people will notice; leave; and the road to success will be tougher.

I have identified that people are complex. Hence emotional intelligence, understanding and managing behaviours, is needed to build relationships and effective, agile teams.  

Finally, I have argued that despite leaders being aware of their limitations, they are not wholly immune from making inaccurate judgments, but by being self-aware, they are more likely to mitigate them and engineer success.


Bhattacharjee, Y., 2017. Why We Lie: The Science Behind Our Deceptive Ways. National Geographic. [online] Available from: https://www.nationalgeographic.com/magazine/2017/06/lying-hoax-false-fibs-science/ [Accessed 3 Nov. 2020].


Committee on Standards in Public Life, 1995. The Seven Principles of Public Life, also known as The Nolan Principles. London: UK Government.

Department for Education, 2020. Headteachers' Standards. London: UK Government.

Edmondson, A., 1999. Psychological Safety and Learning Behavior in Work Teams. Administrative Science Quarterly, [online] 44(2), p.350. Available from: http://www.jstor.org/stable/2666999 [Accessed 5 Nov. 2020].

Goleman, D., 2000. Leadership That Gets Results. Harvard Business Review, (Harvard Business Review • March–April 2000),

Goleman, D., 1998. What Makes Leader? Harvard Business Review, [online] (3790), p.1. Available from: https://thisisthrive.com/sites/default/files/What-Makes-a-Leader-Daniel-Goleman.pdf [Accessed 5 Nov. 2020].

Laker, B., 2020. How Do Emotions Fit into Work. The Place of Self Awareness.

Laker, B., Patel, C., Budhwar, C. and Malik, A., 2020. How Job Crafting Can Make Work More Satisfying. MIT Sloan Management Review. [online] Available from: https://sloanreview.mit.edu/article/how-job-crafting-can-make-work-more-satisfying/?use_credit=0633b7bb0014d1e17f52b06010aff548 [Accessed 6 Nov. 2020].

Scott, K., 2019. Radical Candor. 1st ed. LONDON: MACMILLAN, p.240.

Syed, M., 2019. Rebel ideas. 1st ed. EDINBURGH: JOHN MURRAY, p.23.

Thompson, D., 2018. Hit makers. [London]: Penguin Books, p.xv.


Meritocracy - the other side of the bright side

Proving You're Right vs Trying to Understand

The first prosecution of UK's 1965 Race Relation Act came in 1967.

The first prosecution of UK's 1965 Race Relation Act came in 1967.

We have seen enlightenment illustrated so many times, haven’t we? When Dorothy in the Wizard of Oz steps from the black and white threshold into a technicolour world or a make-over with before and after photos or footage, and in all circumstances that are similar, it is as if the mask has been pulled off and the potential and the beauty are revealed. It is this that excites us and has us wanting more. Buying into the ‘if they can do it, I can do it’ mantra.

I work in primary and secondary school improvement and seeking the potential and pulling off that mask is my aim, not just for the benefit of the children in the school, but for the wider community.  There are no secrets to a school’s success, although the plethora of popular books written about successful formulas would suggest it is easy to replicate, it isn’t, as the thousands of educational establishments, not in an Ofsted good or outstanding category, illustrate.  

British citizens, prior to the industrial revolution, generally did not challenge that there were few opportunities to extricate themselves from the poverty that they were born into, this didn’t prevent many from trying, but a rags to riches story was rare in the 1800 and early 1900’s. Today in the UK we more regularly hear of people extricating themselves from the poverty that they or their parents were born into; often it is the convergence of self-belief, opportunity and a good education that has catapulted them out. I feel privileged to be a part of the education system that enables that to happen, but being part of that system hasn’t come easily for me.

Is Britain a Meritocratic Society for all Ethnicities?

Education in Britain, as already described, is often a vehicle for social mobility, using it to climb up the ladder for an encounter with our vision of enlightenment or our dream job. The meritocratic society dictates that if we work hard, then the opportunity will present itself and we can lull in the vision of success forevermore. The problem with the meritocratic society is that if we believe those that have found a place in their heaven deserve to be there, then we must also accept those at the bottom of society deserve to be there too.  The idea of a meritocratic society doesn’t sound so palatable now if we must accept this. We can more easily accept that those that are at the top of society deserve to be there because of their capability and capacity to seek and manage suitable opportunities.

According to the Hofstede Insights, an index of how countries compare culturally, using data-driven analysis pinpoints the role and scope of culture in your organisation’s success  Country Comparison - Hofstede Insights (hofstede-insights.com) Britain’s Power Distance (PDI) score is low, suggesting that Britain is

'a society that believes that inequalities amongst people should be minimised. Interestingly is that research shows PDI index lower amongst the higher class in Britain than amongst the working classes.' 

Further proposing that those in the higher classes see it as incumbent upon them, and others like them, to actively pursue equality. However, the experiences of many blacks in Britain today would provide a contrary argument that theyor indeed we live in a meritocratic society.

Equalities' data argues the case against Britain being a meritocratic or fair society for those of Black African heritage.  Is it true that those of Black African heritage languish at the bottom of society's echelons because they don't work hard or are not capable enough or is it something else that provides the reason why there are so few black leaders and entrepreneur’s in England?

A year before I was born, in 1965, ethnic minorities were undeniably treated to overt and spiteful racism, which was legal. The well-known ‘No Blacks, No Dogs, No Irish’ window signs deepened the rejection and fear that many blacks felt. With no legal recourse to challenge the regimes imposed, such as being refused services, access to specific jobs and bed and  board, blacks in 1965 Britain often lived an impoverished life. Post the 1965 Race Relations Act many of these racist behaviours, designed to keep blacks at the bottom of society’s ladder, remained legal and it wasn’t until 1968 and 1976 that equality laws that were passed made it illegal to refuse board, service or jobs.

Despite these race relations laws very few prosecutions were made. The 1965 Race Relations act’s first prosecution came in 1967. Demonstrating to me that unlawful racist behaviours continued and were accepted by many, including the police and the justice system, as illustrated by few arrests, charges and prosecutions. For years after the race relation acts were made, those who held the seats of power became less overt and more subversive in the way that they manifested their racist behaviours.

Certainly, because of the context of my birth; colour of my skin; white and Jamaican heritage; the period in which I was born, and the fact that my birth mother was a young unmarried teenager without the total support of her family to keep me, I was admitted into the child care system. If Jamaicans were held in high regard and were respected equally as much as white Europeans and not considered a blight upon the British community, perhaps my birth mother would have been proud to say that I was of Jamaican heritage and would have kept me and I would not have looked at my first born son 20 years later and question how could my birth mother have rejected me, when the love I had for my first born was immediate and intense. That rejection still lives in my belly.

Swapping Overt for Covert 

Five decades later, subversive racist practices still triumph in many institutions and some defend their position by citing widely held myths, such as blacks have inherently lower IQ than whites; a mechanism for subjugating blacks in society.  

The number of  teachers of Black African heritage in English schools is not representative of the number of Black African heritage adults. If schools are microcosms of society, then I believe they should at least have an equitable number of black teachers that is comparable to the number of blacks in society. Of the 22,400 primary schools approximately 40 of them or 0.1% are headed by mixed black leaders; I was, for 10 years, one of them until I moved into school improvement where there are even fewer blacks and mixed black advisors.

In the 2011 Censusout of a total of 1.9 million people (3 per cent of the UK population) who described themselves as black/Caribbean/Afro-Caribbean, of whom 601,700 (0.95 per cent) were Caribbean, along with 1.02 million (1.6 per cent) black Africans and 282,100 (0.45 per cent) other black people. A quarter of minority ethnic people placed themselves in these three categories. More than 615,000 people identified themselves as of mixed white and black descent in the 2011 Census.  Most of the community live in the large cities. 

By 1984 the Black British population in the UK no longer consisted predominantly of immigrants but was mainly UK-born. https://minorityrights.org/minorities/afro-caribbeans/ 

So if those of Black African heritage make up approximately 3% of the adult population why is there such a disparity between the national population and the headteacher population of 0.1%? Is the reason why there are so few mixed black African heritage teachers and leaders in schools because they don't work hard or are not capable enough or is it largely because racist systems and structures prevent us sitting at those tables. Moreover is it because there is a lack of opportunities presented to them from secondary school education to leadership promotions? 


Representation matters because it reflects what our society values, and if we are to live in and thrive together in a society that allegedly, through its policies and practices, minimises the inequalities, then we should at least seek to remedy the inequalities that blacks face in the job markets.

Even though we may live in a cultural society that believes that inequalities should be minimised there are still institutions and groups that continue to uphold the beliefs that blacks deserve to be at the bottom of society. I have experienced this many times. The stares, the false arrests, the deliberate agitations, the farewells on the first day of a 2-day interview, the lack of invitations to influencing tables.

I was faced with racist barbed wire wherever I walked through my teaching profession; I wear the scars but also the badges of honour of making it through my failed secondary education, university sifting; the first school placements; the interviews; the appointments and later the promotions. It was a tough journey. A story replicated many times by my friends from the global majority, one of whom is of Indian heritage, explained with this one comment  which many from the global majority feel, when she said, ‘I came into a profession that I really wanted to be in to make a difference to people like me, but the profession won't let me in.’

Just because I have sat round those tables of influence, it has been fought with a sword in one hand and a willingness to learn and bestubbornly humble in the other . At times I have had to negate my values just to get to that seat. I have had to lower my head and keep my mouth closed. The few times it opened to those who didn't want to listen and embrace difference, it got ousted. I learned to navigate the choppy waters to find many allies and it was here together we enjoyed a place of contentment, excitement, enlightenment and much success. I soon learned to take with me those and learn alongside those where we shared values and visions and where trying to understand was on the daily menu, and to leave those repeatedly telling me they were right and I was wrong while shaking their fists at me, behind their doors of shame.

In 2018, after being appointed in a blind recruitment process, my new line manager told me that they had evidence that there were several members in the community that were racist and that I should ‘be careful’. Although I think this advice was designed to be helpful, it wasn’t. Furthermore, if the leaders felt that community members were indeed racist, I questioned why they hadn’t actively addressed this prior to my arrival as opposed to actively joining me and other like me in the fight for justice and equity. Too many have just looked the other way, they lack courage and they lack insight, but prefer to silently, but doggedly perpetuate the shame, the fear and the inequities of life. 

One reason Nazis and Klu Klux Klansmen became acceptable vanguards of racist behaviours was because they enveloped their hatred with scriptures from the Bible. The Bible, the sacred text that millions adopted their beliefs or philosophies from, and which many country’s laws are based was called upon, in their opinions legitimately, to frame hatred and racism. Hiding behind their interpretation of biblical references, allowed racism to thrive for decades.

Legacy of our Behaviours

The legacy of our behaviours and those of our ancestor’s creeps upon us, demanding that we act. I have a belief that when we know better, we do better and if we don't do better when we know better, then we are failing ourselves and our community.

It is no surprise that in 2020 we find ourselves amidst an ecological crisis. According to the BBC website  What is climate change? A really simple guide - BBC News  

Since the Industrial Revolution began in about 1750, CO2 levels have risen more than 30%. 

CO2 increases in the atmosphere is likely to see the surge in natural disasters, including droughts, floods and woodland fires. The activism from across the globe to prevent further ecological disasters  is possibly due to a realisation that the sustainability of life is at real risk and we need to act now to minimise this. Our needs and wants must be sacrificed in order to  preserve the earth’s natural resources and human and animal life.  For years man knowingly neglected the needs of the Earth to preserve their own wealth, status and comfort. Similarly, in Britain, defending racist behaviours and not pursuing race equality was designed to preserve the wealth, status and comfort of whites. Further, defending the patriarchy to the demise of women knowingly, was designed to preserve the wealth, status and comfort of men.

Black Lives Matter Agenda

With the Black Lives Matter agenda protested for in over 60 countries and on all 7 continents, such has been the cry for an end to white privilege and the pursuit of equality. People taking to the streets and to paper, during a dangerous worldwide pandemic, drives the end to unknowingly or knowingly protecting systemic racist mechanisms. No longer can people that sit at the tables of power defend doing nothing to shift the balance of inequality or say they do not know what micro aggressions are or that society values all lives equally.  They must try to understand and change their policies and behaviours. 

The argument for understanding and embracing the impact of white privilege is on the horizon and rising. Simply put, white privilege for me does not mean that a white person's life is easier than mine, it is simply that the white skin colour has not been the cause of a white person's challenges. I was separated from my birth family because of the colour of my skin. It was difficult to place me into a foster home in 1966 because of the colour of my skin. My white foster mum was spat at, refused entry to places, shunned by friends and family and called racist names because OF THE COLOUR OF MY SKIN. When we understand white privilege, we can understand why some people’s lives are harder than they should be, and we can become more compassionate or considerate and put in place legislation to promote equality. 

I will be there with my hands outstretched and I will welcome those that want to change, that want to understand, not to prove themselves right but to try to understand; even those that have lay shaking their fists at me behind their doors of shame,  I will listen and I will try to understand and together we will promote equality for all.

As humans we often like and need to feel connected and it is in schools that we have a very important role; ensuring that young people are connected through their similarities, differences, challenges and triumphs, so that they can aspire to carry the torch of equality.  If we employ a diverse range of teachers who have a myriad of stories to sell, we will inspire the next generation and we can swap those horror stories that me and my black colleagues have told for stories of hope.  When we don't challenge the thinking of decision makers; those in universities; local authorities; justice system; leaders in corporations; governors or trustees; etc, then we risk giving licence to not understanding the challenges others face and in these dark crevices, racism can and will thrive. 

We have seen enlightenment illustrated so many times, haven’t we? When Dorothy in the Wizard of Oz steps from the black and white threshold to a technicolour world, it is as if the mask has been pulled off and the potential and the beauty are revealed; let’s run towards that vision of equality for all together, so that the potential and the beauty for all is acknowledged and can thrive. 

Education Strategy Today

As a local authority advisor, working with 39 schools, I rarely work strategically across Berkshire’s five other unitary authorities. Despite our contexts, work ethics, vision and values for our schools, being similar, our cultures are very different. Most schools share similar vision and values and mainly work towards the same goal; to provide suitable education for its communities. Yet the primary school culture is often different to the secondary one and the university culture is often different again. A plethora of accountability systems, leadership team structures and opportunities across the phases and authorities have contributed towards different cultures being developed.

Effective organisations will identify and use their values and beliefs as anchors of their decision making. Seemingly, the most effective organisations go beyond developing an agile culture. They also develop one that identifies trends and adapts to the changing needs of their community; one that develops opportunities for the individual and the wider ecosystem.

If we understand that personality manifests itself by a set of behaviours, which is often driven by one’s experiences and values, the same can be said of culture. Culture manifests itself in the behaviours and values of the company or industry or country and can change to suit a need. A need that has often been identified by building capacity to intelligently capture and adapt to trends, while embracing the entrepreneurship and ambitions inherent in its stakeholders.

In this essay, I will consider how cultures evolve and how they can impact on the organisation’s network, and how being aware of some growth and sustainable mechanisms, such as identifying trends and interdependent relationships or characteristics, will secure further success. I will consider whether it is the organisation’s systems or change management processes as opposed to its core mission that is a stronger determiner of its success culture. Moreover, I will explore how trends and data can, when managed intelligently, empower leaders to fulfil their core mission. I will avoid reviewing all the explored mechanisms, instead, focus will be afforded to ones that seem relevant to my previous and current roles and networks.

Our values often determine our behaviours. As a child of the care system for my entire childhood, I knew the influence adults had on a child’s life when the prime carers were unavailable. Driven by a moral purpose to serve and be fulfilled, I entered the teaching profession. Believing in the values of hope, justice and love, I tended to seek challenges in my career, so that I could affect children like me. This is just one example of how our values are inextricably linked to decisions which later become our guiding principles. With these values remaining intact or strengthened during my leadership journey, I have aimed to develop a culture in schools where equity and ambition are drivers of change.

In Mark Carney’s recent series (BBC, 2020) he essentially argues that as a society we value accruing money over people’s welfare and how in turn this can corrupt basic human values. In schools, this can be translated as valuing pupil outcomes over people’s welfare. By putting exam results at the heart of decision making, as opposed to developing a culture that values people’s welfare and ambitions first, we are likely to corrode the altruistic values of many that work in education.  With teacher recruitment and retention now integral to many schools’ sustainability strategy, ensuring we prioritise teachers’ welfare is key to determining a positive teaching culture. In a recent survey of 1200 current and former teachers about the challenges within the teaching profession, conducted by UCL 2019, they concluded that “the reason people were dissatisfied with the profession was because of the constant scrutiny, the need to perform and hyper-critical management.” Suggesting that we need to further develop a culture that genuinely values people and their voices and creates success for all, including creating good pupil outcomes, but how?

As a new interim headteacher in a 2-form entry primary school, I inherited 10 new teaching staff, including a whole new leadership team, who were all new to leadership. Creating a culture where everyone could thrive, alongside improving the reputation of the profession, were crucial drivers to my strategy. There had been a culture of high accountability, driven largely by the expectations of the executive MAT leaders, which had seemingly been miscommunicated by the previous headteacher and a culture of fear of failure had reigned.  While the standards of teaching and learning were strong, the established teachers were nervous and needed much reassurance to take the necessary risks to continue to adapt their teaching to meet the needs of the children.

Interpreting Hofstede Insights (2020) generated graph to scrutinise cultures, I noticed that

Britain is a Masculine society… A key point of confusion for the foreigner lies in the apparent contradiction between the British culture of modesty and understatement which is at odds with the underlying success driven value system in the culture. 

On reflection, whilst culture analyses can feed into biases, this one coalesces with my experiences of working with this teaching team. They had worked in a culture where success of pupil outcomes was the main driver of the decisions, but one in which their welfare and values had been negated. Possibly owing to the teaching staff’s modesty, ten quietly left, and the remaining staff didn’t feel psychologically safe to whistle-blow or address the problems they faced.

Collaboratively we planned a series of actions set against our capacity to identify and manage the associated risks with the aim of changing the culture; from one of fear to one of courage and from one where staff were extrinsically motivated to one of being intrinsically motivated. By embracing the talents and creativity of the teachers I aimed to increase their confidence and capacity.

Within a hierarchal society, where one is considered a subordinate, decreasing confidence is easy, particularly if the subordinates believe their voice yields no power or influence. However, if we shift a hierarchal society to a flatter structure with latitude and longitude conversations being intrinsic in that culture, we can create platforms where everyone’s voice can contribute to the solutions and people’s confidence and self-esteem increases.   Habermas’s thesis of the public sphere, where the public’s voice influenced the direction of government policy, was among the first to analyse the changes in the hierarchal power structures. By increasing the opportunity for everyone to have a voice that is actively listened to, we increase confidence and the likelihood of people being intrinsically motivated; a must if we are to retain staff.

Both lesson observations and setting unrealistic attainment targets induced fear in this school. As leaders, we increased staff confidence by flattening the hierarchal structures by adopting these collaborative practices:

a) co-designing lesson observations to focus on development points aligned with the Teaching Standards and their personal and the MAT’s ambitions

b) setting ambitious, but more realistic pupil targets.

Central to further shifting a culture, I implemented a well-rehearsed framework which focussed on the who, what and how, as described by (NESTA, 2018)

From a range of levels (Y axis) in which to observe cultural change and capacity developments and combines these with overall elements (X axis) that should be considered when building (and assessing) innovation capacity.

Y axis; individual, team, organisation and ecosystem, against the X axis; attitudes, abilities, behaviour, discourse, roles, relationships, environment, outputs and ripple effects.

When collaborating on and implementing the framework, from the individual through to the ecosystem (ecosystem, in this case, can be described as the profession), the hierarchal dimensions shifted towards egalitarian ones. As staff regained confidence, the culture changed too, from one of fear to one of courage, thus increasing creativity, entrepreneurship and capacity. As their headteacher for 18 weeks, I was unable to successfully test the effectiveness of the strategy with those outside my organisation. Despite the importance of this mechanism, I felt I was at risk of using surveys to feed my ego, as opposed to providing a useful benchmark to help design the next chapter. Instead, I observed staff and pupil engagement, classroom climates and interactions with parents during my daily gate duties, to gauge the impact of my strategy.

Providing time and spaces to actively listen and respond to the changing climate has always been an essential aspect of school improvement. Being cognisant of the elements that will impact on the profession, such as new market strategies, popular and effective global strategies, enables the leaders to prepare for the future more effectively. I maintain, if you thrive on change, you will thrive in the teaching profession, where change happens regularly as education, new markets and industry are inextricably linked and the success of one is reliant on the other. Referring to Mark Carney (BBC, 2020) again, who offers an insight into tomorrow’s world through the lens of finances, which can be wholly relatable to education “If we value the present much more than the future, then we’re less likely to make the necessary investments today to reduce risk tomorrow.”

By being aware of trends, which I will briefly explore later, and calculating the risks and barriers associated with the possible future changes, ensures that risks are largely mitigated.  However, we do have to consider the realistic chances of achieving those predicted outcomes. As too often, “cognitive biases lead us to exaggerate our own performance implications ... and overestimate the impact of the strategy.”  (Patel, 2020).  Surely exaggerating predicted outcomes, based largely on our evidence is better than no planning? Not necessarily. Whilst no planning is rarely a good idea, if our intended strategy repeatedly does not lead to our predicted outcomes, we are not learning to adjust to affect the necessary changes. By exploring a best-and-worst-case scenario, finding we are comfortable with the risks the worst-case scenario brings, we are more likely to be able to build on the successes of the strategy for the future.

The 2020 A Level results demonstrating our propensity to exaggerate predicted outcomes. Despite a McKinsey report (Bradley et al, 2018) illustrating that only “8% of companies move into the top performing quintile”, often leaders have a veracious appetite and a belief to be ‘top performing’. Attaining a top spot by inflating predictions can put the organisation at risk of corrupting its values, integrity and success.

Though a rigorous process of assessment replaced exams, the grades were based on the evidence the schools had and on what the pupil may have achieved if they had sat their exams. The A level pass rate increased for most subjects, as the data confirms (FFT Education Datalab, 2020) “Grades at A or above increased from 40.4% last year to 53.7% in German, from 19.3% to 35.8% in music, and from 15.9% to 26.6% in design and technology.” While A level outcomes for Mathematics and both English subjects remained largely unchanged, there were some subjects like Modern Foreign Languages, Music, computing and PE that increased by more than 6% each. When the norms for increases in A grades in subjects tends to be around 1%, suggesting that staff inflated, some unintentionally, the A level grade some pupils might have achieved if they had sat the exams.

A relative study corroborates this theory of leaders exaggerating their impact and potential further but adds a rationale (The Telegraph, 2016)

The study, published by the University and College Union, also shows that students are likely to receive more generous estimates on their performance. UCAS chief Mary Curnock Cook said ‘It comes as institutions are now "more flexible" with grade requirements amid intense competition to attract students.

Signifying that market competition can corrupt behaviours and therefore changes our strategy and seemingly distorts the truth. With schools potentially inflating the predicted grades and universities offering ‘flexible’ exam requirements, the credibility of the degree is at risk, which in turn could negatively impact on industry and the health and wealth of the nation.

I was often reticent of deeply reviewing the impact of the strategies on end of year KPIs because the previous year’s outcomes were an indicator of the success of the strategies in that context with those cohorts and those strategies were potentially already obsolete. There were some that impacted positively for all pupils, for example, a long-term strategy to improve pupil engagement. As an experienced headteacher, I found greater value in reviewing the impact of strategies in February and March. As leaders, we often monitored plans by diagnosing and remedying our cold-spots, and redesigning our strategies as necessary, whilst the spring term timing complemented planning future budgets. Moreover, without the pressures of the transition and statutory assessment season, it provided a gateway of time and opportunity, to innovate our change management systems and identify the appropriate staff to lead these new ventures with other networks; that were also not so consumed with end of the academic year events. From these Conjugate, Innovate and Create sessions, we grew a range of initiatives including, overseas study tours, applications for funding or for NPQs/Masters, future proofing strategies and innovative and bespoke curriculums. Although further exploration would be needed to determine the longer-term impact of these initiatives to test their value, the initial outcomes were positive. Using a range of analyses frameworks such as PESTLE and SWOT, we continually evolved our effectiveness, which kept staff’s ambition alive, attracted new staff and fed into the profession’s ecosystem.

The following example seeks to illustrate how intended, deliberate and emergent strategies can be synergised to contribute toward a realised strategy.  Using planned strategies are necessary. However, providing spaces to respond to emergent strategies, to effectively impact on education’s changing climate, is also essential. As a headteacher of a school in special measures in an area of high deprivation, void of a senior leadership and shackled by a £250,000 deficit budget, we were unable to address many emerging issues or respond to the changing trends, disadvantaging us further. I needed time to build capacity in the team. Becoming a sponsored academy, the capacity increased, enabling us to apply for ringfenced funding for schools like ours and begin to effectively address, monitor and progress the emerging issues.

Finding the time to monitor the impact of strategy is key to providing the evidence to identify the next steps, which will in turn lead to better planning future strategies. However, at times, we risk over-monitoring, particularly when we do not attain the intended result. This can lead us to either becoming frustrated with the results or worse, repeating the process expecting or manipulating a different answer.

In my role, I worked alongside a new headteacher whose school was in a failing Ofsted category. Keen to measure her impact early on in her role, she commissioned  a staff satisfaction survey. She felt it appropriate to be dismissive of the results, believing they were due to the legacy of the previous leader and provided no plans to address the emerging issues. The initial results showed promise of her leadership; staff were hopeful but reserved. Suggesting they did not yet feel wholly psychologically safe to yield their opinions or did not have enough evidence to respond to the questions.  Feeling compelled to demonstrate the impact of her leadership on her core mission a few months later, she repeated the staff survey. Expecting the results to illustrate an improving picture, she was surprised and upset to realise that staff were not wholly encouraged by her leadership. This example of the idiom ‘weighing the pig as opposed to feeding the pig’, illustrates that while staff surveys are an effective mechanism in our change management toolkit, providing the right time to implement and space to actively listen and respond to the emerging issues so that we can cultivate the necessary culture, is key to the success of our schools or organisations.

As the culture of both the community and education shifts and the need to continue to be a successful cog in the education ecosystem heightens, it is key that we future-proof our schools and not just focus on improving pupil outcomes, but on how we sustain our capacity to evolve as the trends evolve. Previously I cited Mark Carney about the need to future-proof our organisations to ensure sustainability, so being cognisant of the trends should enable the likelihood of this being realised further.  By using the data below, generated by DWP in 2020, I was able to share with colleagues, during recent training modules, that our communities’ parent groups were the most affected by stress since the pandemic started. With most primary school aged parents in the 30-40 bracket, who will also have parents in the 62+ bracket, it provided evidence for colleagues to enable them to discuss and consider emerging strategies to better pre-empt risks. From the smallest action, i.e. touching base more frequently with hard to reach parents, to wider actions which fed into the teaching ecosystem i.e. developing a think tank to provide local and national advice. Teachers and leaders were able to innovate and explore entrepreneurship opportunities with their teams to support their communities further.

Tracking trends today and identifying appropriate ones to respond to enables us to capture and nurture the innovation capabilities within our teams and communities. With several agents providing insight into curriculums, which will nurture the necessary skills for future workforces and communities, including Whole Education and The World Economic Forum, we turn to them for advice; with the latter agent suggesting we need to be mindful of “Eight critical characteristics in learning content and experiences … to define high-quality learning in the Fourth Industrial Revolution.” (WEF, 2020) Whilst these characteristics provide a framework for a curriculum, they are essentially no different to England’s National Curriculum that pupils access today. The difference is in the interpretation and the delivery of these frameworks. Both frameworks strongly recommend young people be IT literate and to be aware of the capabilities of IT to engineer and affect change ethically.

Many agents provide support and advice for innovating our IT teaching to enable sustainable growth, IT literacy and connectivity across the globe. According to Luckin (2019)

Research, technology and educational communities (must now) work with Ed-Tech developers in a research rich and evidenced based environment and working in synergy to have more informed developers and more informed educators.

If school leaders embrace opportunities for innovative and trending changes, whilst intelligently offsetting against their capacity and predicted outcomes, they are enabling the sustainability of their schools and of those that they network with.

In conclusion, despite similarities of goals and contexts within the profession, how we interpret our role and apply strategies determines how our cultures evolve. Being mindful of the need to harness wholesome values and behaviours avoids corruption and corrosion across any sector of the teaching ecosystem.  Using culture insights can feed biases but can also provide helpful benchmarks for how people behave, thus providing a basis in which to design an appropriate strategy to manage risks.

Systems, such as staff surveys, are essential tools for monitoring effectiveness and to identify emerging issues, so it is essential that we use our integrity and provide time to actively listen and respond to them, to better excite the wider ecosystem of the profession. Moreover, as a strong determiner of the organisation’s success culture, carefully considering how, when and why we implement, and monitor management change tools are worth investing time in.

Finally, leading schools is complex. As schools and industry are inexplicably linked, being cognisant of trends and responding timely and intelligently, enables synergy and progress; as in the case of the Ed-Tech., researchers and education staff programme. This not only takes advantage of trends in IT, but also provides an entrepreneurial opportunity, which excites stakeholders at all levels and helps retain and attract staff.



BBC, 2020. Reith Lectures. [podcast] From Moral to Market Sentiments. Available from: https://www.bbc.co.uk/programmes/m000py8t [Accessed 18 Dec. 2020].

Bradley, C., Hirt, M. and Smit, S., 2018. Strategy to Beat the Odds. McKinsey Quarterly, p.7.

Davies, D., 2016. Only One in Six A-level Students is Predicted the Right Grades by Their Teachers. The Telegraph. [online] Available from: https://www.telegraph.co.uk/education/2016/12/08/one-six-a-level-students-predicted-right-grades-teachers/ [Accessed 2 Jan. 2021].

FFT Education Datalab, 2020. A-Level Results 2020: The main trends in grades and entries. [online] FFT Education Datalab. Available from: https://ffteducationdatalab.org.uk/2020/08/a-level-results-2020-the-main-trends-in-grades-and-entries/ [Accessed 17 Dec. 2020].

Habermas, J., 2010. The Structural Transformation of the Public Sphere. 2nd ed. Cambridge: Polity Press, p.177.

Hofstede Insights, 2020. https://www.hofstede-insights.com/country-comparison/the-uk/. [online] Available from: https://www.hofstede-insights.com/country-comparison/the-uk/ [Accessed 18 Dec. 2020].

Luckin, P., 2019. AI and Education: The Reality and the Potential.

NESTA, 2018. Developing an Impact Framework for Cultural Change in Government. [online] NESTA. Available from: https://www.nesta.org.uk/blog/developing-impact-framework-cultural-change-government/ [Accessed 18 Dec. 2020].

UCL Institute of Education (IOE), 2019. Teachers are Leaving the Profession Due to the Nature of Workload, Research Suggests. [online] London: University College London. Available from: https://www.ucl.ac.uk/ioe/news/2019/apr/teachers-are-leaving-profession-due-nature-workload-research-suggests [Accessed 18 Dec. 2020].

World Economic Forum, 2020. Schools of the Future Defining New Models of Education for the Fourth Industrial Revolution. [online] Available from: http://www3.weforum.org/docs/WEF_Schools_of_the_Future_Report_2019.pdf [Accessed 2 Jan. 2021].

Strategic Operations in Education Organisations

Behind each high performing organisation there is a mission and various successfully implemented strategies, usually with an aim of securing improvements and sustainability.  However, moving from strategy to implementation may look easy or even possible on the plan, but the reality is often different.  This gap (between what science knows and what business does) is wide. Its existence is alarming. (Pink, 2018).  If diminishing the gaps between reality and ambitions and the destination of excellence were easy, then surely there would be more than 19% (Ofsted, 2021) of the 24,360 schools judged by Ofsted as outstanding.

Is this because of ‘good being the enemy of great’? (Collins, 2001). As the opening statement of Jim Collins’ best-selling book Good to Great suggests, most people settle for good and this would seemingly translate into most organisations being satisfied with being good, however the organisation or regulatory bodies interpret what good means against their set of metrics. Good performance brings a degree of satisfaction, but aiming for good and not beyond, rarely sets trends or inspires the next generation of leaders and organisations. Furthermore, with limited ambition for being excellent, the organisation, over time, risks getting closer to being satisfactory and failing.

Organisational excellence is not just about setting up a series of checklists of competencies and implementing them, it is also about having; a systematic approach to achieving success; a keen understanding of successful business models; acquiring skills and knowledge of how to adapt to the changing tide and taking appropriate risks that competitors are sometimes adverse to doing.  This essay will explore how organisational excellence can be augmented using a series of processes, how some organisations have made the leap from good to great and finally it will explore by affording attention to talent management the organisation’s excellence can be sustainable.

Strategizing to achieve excellence in the organisation is often central to its success. However, understanding the limitations of those strategies must be carefully considered to ensure the aims are realised. US Army General Stanley McChrystal (McChrystal et al., 2015) as cited in (Goodall and Buckingham, 2019) identifies these limitations when planning for the unknown.  Despite having the most experienced military agents prepared for action, their operational plans were frequently obsolete against a group of decentralised agile terrorists in Afghanistan, who had no chain of command and could therefore be spontaneous and much more threatening. Whilst plans are necessary for any intervention or action, they only enable leaders to scope the problem, not the solution. (Goodall and Buckingham, 2019). Does this help explain why moving from strategy to implementation is fraught with risks and why organisations sometimes fail to deliver on their targets?  Planning against the unknown, using many models, only enables leaders to plan for a predicted world, which can be very different to the real world.

Planning using ASPs, which detail the previous year’s pupil data, should come with a caution. That pupil data tells the story of those pupils and not of the current pupils. Implementing a series of actions, staffing models, curriculum content, timetables, assessment, and reporting techniques, based on the performance of previous cohorts should be fully explored. Scrutinising data and profiles of current pupils, ideally undertaken in the autumn and early spring, to plan curriculums, lessons, timetables, and events is likely to enable schools to adapt with more rigour, agility and intelligence and ultimately improve their predictability of outcomes.  Similarly, with Ofsted’s recommendations, many schools are likely to find the recommendations from two years ago are obsolete. Although Ofsted will seek evidence to give them confidence during subsequent visits that their recommendations were addressed, leaders must focus their attention and plans on the challenges that their school is currently facing.

Being aware of the limitations of plans is necessary to attain organisational excellence, but so is creating a culture that allows employees to do and be their best to maximise performance. Essentially, teachers use questioning to seek the experts and the novices within everyone and marry this intelligence with their plethora of skills to achieve set targets. Those leading leaders also need to ask the right questions and create platforms for listening for everyone to better understand how they are a part of the success. Nokia,  was once the world’s dominant leader in the technological world.

‘Towards the end of 2009, comparing it with thousands of other companies, McKinseys Organiszational Health Index placed Nokia in the bottom twenty-fifth percentile.’ (Heffernan, 2020) p246-247

Bringing in a new CEO, Siilasmaa, an experienced Microsoft executive with a history of successful change management in the technological world, enabled a significant shift with performance outcomes.

‘Siilasmaa was prepared to go broad. Instead of trying to cut his way to prosperity he cajoled, encouraged, nagged and berated board members and employees to question everything... He conducted what now looks like scenario planning on speed: multiple plans, diverse configurations of what they knew Nokia could look like.’ (Heffernan, 2020) p248

In came a culture that questioned everything and everyone; enabled appropriate risk-taking, and one that encouraged longitudal and latitudal collaborations with competitors, board members and employees not yet in the boardroom. Modelling the possibilities of what the company could do, led Nokia to excellence once again.

Like many journeys to success, there are potential victims. To keep values intact and like (Margetts and Buck, 2018) subscribe to Jim Collins’ belief that the right people are the organisation’s most important asset, then consideration should be given to how people are moved around on the bus, (deployment), and how support is afforded to those that may be taken off the bus, so that each can continue to develop their career.

A two-form entry school with approximately 50% new teaching staff and 100% new SLT tells you something about the previous culture of the school, and despite the reluctance to change things, change was desperately needed. Managing this level of change, when an incoming headteacher was on the periphery, could have caused chaos. With schools at the heart of the communities listening to everyone, so that the baton with suggestions for further change could be passed on, while promoting a culture shift, meant that an intelligent strategy focussed on listening and wholesome values, was in place.  With swift appointments made in the last two weeks of the summer term, making sure the right people were on the right bus, so that learning could thrive, was necessary; clearly some people had boarded the wrong bus.  Once mission, staff skills and the gap between their reality and ambitions were identified, it was necessary to take some people off the bus. Networking with others, observing HR’s advice ensured that those taken off the bus were able to continue their careers in another setting, or on another bus.

Rarely is the journey to the destination ‘excellence’ on a straight road; it is often a winding one, with many hazards and warning signs. Each of those warning signs needs the leaders’ full attention to avoid the dangers ahead. Anyone being taken off a bus deserves the support, guidance and wisdom of their leaders so they can thrive elsewhere. If leaders support the transition of that member of staff, provided they have skills and behaviours that are worth developing, the brand, the organisation’s reputation, and the ecosystem of the workforce, is likely to be better protected and enhanced.

Responding to the wellbeing of all those in the workforce, even if they are not directly working with the organisation, is everyone’s responsibility.  The response to the pandemic, which, owing to the pace of work to address the needs, is creating many of the behavioural risks associated with the last recession of 2008, such as burnout.

(Gerry, 2013) ‘identified via a survey in 2011, that more than two-thirds of respondents said that their employers had taken steps to cut costs as a result of the recession, like hiring freezes, layoffs, cutting work hours, rolling back benefits, requiring unpaid days off, increasing hours. All that increases demands on workers.’

Given this, board members should act to ensure that the people that lead their organisations are equipped to remain resilient, competitive, functional and avoid burnout.

Creating a culture where people’s wellbeing is considered and proactively managed to avoid burnout enables progress of the organisation to continue. Providing forums where leaders and board members can discuss wellbeing needs, tabling it regularly on agendas, affording space and time to reflect and monitor the impact, enables people to feel appreciated. When staff feel appreciated and listened to, they are likely to keep momentum going and go above and beyond for the organisation.  (Buck, 2018).

As illustrated by a school which had a strong reputation for tending to the wellbeing of all, during the pandemic it increased the membership of its wellbeing team, which planned to address and update the wellbeing needs of the school and the wider community. It created; a room in school for people to reflect during the day; timetables that enabled staff to better meet the changing needs of their home and school life; forums for parents; food and digital device banks, spaces for governors to proactively communicate with at least one member of staff each half term and risk assessments that placed the safety of all at the heart. Consequently, staff and pupil engagement remained high and most importantly burnout, even though in any pandemic is a risk, was abated.

Creating spaces for the governors or trustees to gain better clarity of what is happening in the classrooms or on the shopfloor is necessary, if challenging. With governors not having an operational role in schools, but being tasked with much accountability for its performance, understanding what is happening in the school means they rely on honest relationships and evidence. Surveys can provide evidence of culture or responses to or impact of changes alongside an opening for governors or trustees to scrutinise more closely and address some of their lines of enquiries that these may flag.

Much research has been carried out to determine that rating others or rating the potential of others and organisations in surveys, is often flawed. The Idiosyncratic Rater Effect, which ultimately reveals that the rating of the person or organisation being rated is not truly driven by who they think the person is they are rating are, but instead by the rater’s idiosyncrasies. (Goodall and Buckingham, 2019) suggest designing a different type of survey, one that avoids the rater rating capacity, but one  based on their own preferences or idiosyncrasies.

‘We need to stop asking about others and instead ask about ourselves. Once we designed questions like this, we could then simply ask team leaders…what their experience was like of each team member …or do you always go to this team member when you need extraordinary results?’ (Goodall and Buckingham, 2019)  52.54 Chapter 6

Similarly, (Goodall and Buckingham, 2019) detail that people’s self-serving biases skew accurate feedback. Feedback to help employees garner a better understanding of their next steps to self-improvement is often helpful. However, negative feedback, which often drives the plans and change, is more likely to reflect the feelings the person has about the person they are feeding back to, based on their recent interactions with them, rendering  feedback flawed.

‘These biases lead us to believe that your performance, whether good or bad, is due to who you are, your drive or style or evidence, which in turn leads us to the conclusion that if we want to get you to improve your performance we must give you feedback on who you are so that you can increase your drive, refine your style or redouble your efforts to fix a performance problem. We instinctively turned to giving you personal feedback, rather than looking at the external situation you were facing and addressing that.’ (Goodall and Buckingham, 2019) 15.45 chapter 5

Negative feedback can lead to action, which often leads to better outcomes, therefore negative feedback continues to be used to drive plans. Coaching or group coaching may be a better strategy to use to help the coachee to plan their next set of actions. As coaching enables the coachee to see how they can be part of the solution, as opposed to someone pointing out to them that they are part of the problem. 

Void of the usual school KPI scrutinies and government accountability body action, the quality of the schools’ health checks during this pandemic is at the mercy of their MATs or their LAs. With a school judged as good in an area of low deprivation the school  and good community engagement, it would have been easy for it to hide that it was not coping well. If the LA’s systems and processes were not robust and delivered on swiftly, the outcomes and risks for the community could have been devastating. By insisting that lines of enquiries were followed through and evidence produced, averted this potential disaster. This wasn’t just luck finding out about the challenges the school was facing, but a clear strategic plan to achieve excellence, building  intelligent capacity, relationships and systems, meant that the school’s challenges were identified swiftly, additional capacity afforded and risks averted.

‘Great schools are the result of a great delivery, day in, day out...In a school context, great delivery comes from clear systems, processes and support, based on the evidence of what works.’ (Buck, 2018) p18

This floorplan for consistent success isn’t just true for schools, it is true for all organisations and it often starts with recruitment.

Undoubtedly, recruiting teachers has been through a variety of phases. In the primary sector in the southern half of England recruiting teachers to good schools has rarely presented itself as a problem. Overall, 106% of the TSM target was achieved in secondary subjects and 130% in primary. (DfE, 2020).

However, recruiting in rural areas or in areas of high deprivation remains a challenge. 83% of schools found it difficult to recruit heads, with 21% failing to do so. (Slide 109 Carter, David Sir). Equally as challenging, as pointed out during the same lecture, is managing budget; burnout; disengagement and favouritism; workload and short termism, which can all contribute towards making the recruitment and retention problem further.  In addition to this challenge is the plethora of accountability or regulatory bodies all wanting evidence that the school is healthy. These include DfE, Ofsted, RSC, MAT CEO's, LA's, STA, TRA, FGBs, auditor's, trustees, pupils and parents. Despite being there to reassure and guide, they can also create tensions. Possibly resulting in the role of the school leader becoming even more difficult to recruit to, particularly because those with ambition for the CEO or headteacher role, witnessing the seemingly impossible challenges that their managers are faced with.

Nevertheless, there are some actions successful organisations take in order to attract, recruit, protect and develop the necessary talent to maintain high standards.

To meet these challenges and sustain a competitive advantage having a Strategic Workforce Plan can help, slide 105, which focusses on:

  • Developing capacity to understand and respond to external trends.
  • Quality HR teams that support and challenge the status quo.
  • Providing clarity on professional development plans and career pathways.
  • How feedback and workforce views will be delivered and used.
  • How the organisation manages change.

A high-quality HR team operating with intelligence and integrity can help provide the protection that leaders and organisations need. Like a high-quality clerk to the FGB, HR can help quality assure systems and processes and prevent or buffer disasters. Rita Trehan, (BBC 2015) explains why some organisations find themselves in a scandal and the importance of HR.

‘Pressures to perform against performance metrics causes companies to take shortcuts;  big incentive programmes that drive short term 'goals', people taking unnecessary risks; over-zealous CEO actively removing those that challenge them; organisations’ lack of transparency in reporting systems, by over-complicating them thus making it harder for board members to query what is happening. Which is why HR can be the vanguards of high-quality behaviours, preventing corruption by revealing what is actually happening.’

With clear structures that enable the talent to respond to the needs of changing climate, with a carefully balanced succession plan in situ, the organisation can continue to thrive. Providing high quality CPD and diversifying the workforce has also proved to be drivers of success.

‘Today’s organizations are more conscious than ever of their board reflecting their customer base, which means a stronger drive for gender balance and all forms of diversity.’ (Association of Executive Search and Leadership Consultants (AESC), 2019)

(Dixon-Fyle et al., 2021) provide evidence (Fig 1) as data sets and performance outcomes for a case for diversifying the workforce.

Fig 1 Chart to show 2019 analysis finds that companies in the top quartile for gender diversity on executive teams were 25 percent more likely to have above-average profitability than companies in the fourth quartile, up from 21 percent in 2017 and 15 percent in 2014.

Whilst organisations would clearly benefit from diversifying their workforces and addressing calls to ensure the workforce reflects the communities they serve, many are not yet. To illustrate this further, in 2019, 92.7% of headteachers were White British against a 2011 working age population of 78.5% and 0.2% of headteachers were mixed Black Caribbean against a working age population of 0.6% in the 2011 census. In 2019 there were approximately 45 of the 22,000 primary schools with a mixed black headteacher and 20,394 of the primary schools have a White British headteacher. (DfE, 2020). This data points out the disparity in numbers and points to question why, answering this is beyond the scope of this essay.

Between one trust and one local authority serving 200+ schools in communities where pupils are mainly from the global majority, they have just 3 headteachers from Black African heritage; this should be no surprise.

However, change is on the horizon, several public bodies, including universities such as UCL, Local Authorities, including Bracknell Forest, schools including Cotham Secondary School, Bristol, have recently announced changes to their recruitment plans, and inclusion and diversity policies to ensure equity and better representation of their communities.  According to the Charity Commission’s Diversity and Inclusion Party

‘The core basics of fairness and respect for differences and equality of opportunity and treatment across gender, disability mental and physical and different abilities, BAME and LGBT+ rights, championing those with caring responsibilities, including dementia care, part time workers and more’  (Russell, 2019)

Similarly, UCL (Black Lives Matter, 2020) committing to change by stating:

‘We must commit to systemic change and do so by working closely with our Black staff and students both within and outside IIPP.

  • Focussing on Teaching and curriculum content
  • HR and Recruitment
  • Research
  • Policy Engagement
  • Communications and Events’ - representation, engagement and quotas.

This essay sought to identify which strategies help drive organisational excellence. Whilst recognising the limitations of plans, planning and modelling, they are necessary to help determine the future.

Not only is it key to appoint the right people, but also to consider how the organisations gives clarity to managing the talent of employees or how it manages people when they are considering terminating an employee’s contract, as networking across the ecosystem enables sustainability of the wider workforce.

Garnering the views of the workforce by asking cleverly crafted questions, ones which eliminate the self-serving biases, enables the employee to see how they are part of the solution.

With large companies and government offices that influence, regulate and monitor change leading the way to diversify their workforces and addressing the inequalities and managing talents intelligently, it is hoped that the datasets will better reflect the communities within the next decade. In addressing disparities to encourage a more diverse workforce better secures equity for all diverse groups and brings about better performance, not just for the organisation, but for the world of work and its communities. 


Akanbi Ashade, S., Ibrahim, M. and Mohd Sidek, H., 2020. The Positive Mediating Impact of Teacher Helping Behaviour on HPWS and Teacher Performance in SHRM. International Journal of Scientific and Research Publications (IJSRP), 10(11), pp.767-774.

Anon, 2020. Black Lives Matter. [online] UCL Institute for Innovation and Public Purpose. Available from: https://www.ucl.ac.uk/bartlett/public-purpose/black-lives-matter [Accessed 16 Feb. 2021].

Anon, 2021. Ofsted inspections illustrate high proportion of good or outstanding schools - Education in the media. [online] Dfemedia.blog.gov.uk. Available from: https://dfemedia.blog.gov.uk/2020/10/30/ofsted-inspections-illustrate-high-proportion-of-good-or-outstanding-schools/ [Accessed 17 Feb. 2021].

Association of Executive Search and Leadership Consultants (AESC), 2019. [online] Available from: https://www.aesc.org/sites/default/files/uploads/documents/publications/AESC%20State_of_the_Profession_2019.pdf [Accessed 16 Feb. 2021].

BUCK, A., 2018. Leadership Matters 3.0. [Place of publication not identified]: John Catt Educational LTD, p.22.

Carter, S., 2021. Finding balance across the three different SWP Tensions  - slide 105.

Collins, J., 2001. Good to Great. 1st ed. London: Random House Business, p.1.

Department for Education, 2019. Initial Teacher Training Census 2019-2020. [online] GOV.UK. Available from: https://assets.publishing.service.gov.uk/government/uploads/system/uploads/attachment_data/file/848851/ITT_Census_201920_Main_Text_final.pdf [Accessed 16 Feb. 2021].

Department for Education, 2021. School Teacher Workforce Census 2019-2020. [online] GOV.UK. Available from: https://www.ethnicity-facts-figures.service.gov.uk/workforce-and-business/workforce-diversity/school-teacher-workforce/latest [Accessed 16 Feb. 2021].

Dixon-Fyle, S., Dolan, K., Hunt, V. and Prince, S., 2021. Diversity wins: How inclusion matters. McKinsey. [online] Available from: https://www.mckinsey.com/featured-insights/diversity-and-inclusion/diversity-wins-how-inclusion-matters [Accessed 16 Feb. 2021].

Gerry, L., 2013. Forbes. [online] Available from: https://www.forbes.com/sites/learnvest/2013/04/01/10-signs-youre-burning-out-and-what-to-do-about-it/?sh=56a61d37625b [Accessed 13 Feb. 2021].

Goodall, A. and Buckingham, M., 2019. Nine Lies About Work: A Freethinking Leader's Guide to the Real World. 1st ed. Audible.

Heffernan, M., 2020. Uncharted. 1st ed. London: SIMON & SCHUSTER LTD, p.248.

Margetts, S. and Buck, A., Everyone Succeeds. p.44.

McChrystal, S., Collins, T., Silverman, D., Fussell, C., Yoshikawa, m., Amacho, c. and Takatori, y., 2015. Team of Teams.

Pink, D. 2018. Drive. Storbritannien: Canongate Books Ltd, pp.145-146.

Russell, M., 2019. Diversity and Inclusion Strategy 2019 to 2023. London: Government - Charity Commission’s Diversity and Inclusion.

Trehan, R., 2017. BBC Reporting on South Korea Corruption Scandal. [video] Available from: https://www.youtube.com/watch?v=PoWzxzPA-Lo [Accessed 17 Feb. 2021].

Ethical Leadership in Education

There appears to be a growing interest in ethical, moral, and values-based leadership styles to those in positions of power. This could be attributed to many accepting the following ‘A failure to provide the opportunity for school leaders to develop ethical competence is a failure to serve the children we are obligated to serve as public educators.’  Shapiro and Stefkovich (2005) as quoted by Adewale A. (2021)  It is generally acknowledged that morals refer to guiding principles, and ethics refer to specific rules and actions, or behaviors. What's the Difference Between Morals and Ethics? n.d., therefore it can be argued that how leaders behave is an illustration of their values and beliefs.

As many school leaders are employed in a public office role, with an expectation that they uphold public office values, notably the Nolan principles, Committee on Standards in Public Life (1995) ethical and values-based leadership is often promoted throughout school life; school leaders usually recognise they have a responsibility to influence the conduct and morals of those that they lead and serve. Al Halbusi et al., (2020).  

This essay will explore how ethical enterprise can be realised within organisations, using creative and ethical leadership strategies. It will further explore how leaders can address staff demands and begin to interpret government legislation, resulting in better futureproofing of their organisations, whilst trying to retain their values.

With the TRA’s responsibility ‘to protect pupils, maintain public confidence in the teaching profession and uphold high standards of teacher conduct, Teacher Misconduct (2018), the number of cases of teacher misconduct they address annually suggests that there are some school leaders who do not or cannot always uphold the essence of ethical leadership. The TRA has the power to determine whether the teacher or leader, has brought the profession into disrepute by not acting ethically. This carries risks for the teacher or leader, with them possibly being exposed to media scrutiny and public opinion, followed by the potential loss of earnings, pension and lifestyle; not leading ethically can be costly.

Ethical leadership encapsulates many areas, including addressing wellbeing needs and practising equality, diversity, and inclusion across all of school life. Bazerman (2020)  uses Joshua Greene’s theory on ethically lead decision making, stating ‘there is an intuitive system and a more deliberative one. The deliberative system leads to more-ethical behaviours.’  Making decisions, prompted by the pandemic, was something that many leaders I worked closely with, became attuned to.  Despite having no blueprint for what success looked like, they often relied on their intuition and rarely did they make inequitable or unethical decisions. Demonstrating that intuition can be relied upon for making ethical decisions.

Working remotely or flexibly during the pandemic has allowed staff to gain some clarity into their preferred and effective working styles. ‘More than two-thirds of staff want flexible working to stay’, Microsoft (2021), illustrating an increased appetite for creating an agile working and learning culture. Surveys in early 2021 suggest that increased homeworking had been ‘negative for productivity in around a third of businesses, positive in around 10%, and the remainder saw no change’. ONS (2021). Whilst there may be a desire to achieve 100% increase in productivity, with people involved, responses are sometimes difficult to predict.

‘In our desperate search for simplicity, people want success to work like a garage door opener, where a four-digit code springs the lock. But culture is not a keypad and people are not doors. Our codes are ever changing in reaction to our environment.’ p.xv. Thompson D. (2018)

However, leaders are likely to have systems in place or plans to address any shortfall in productivity.

With some adults determined to capitalise on their metacognitive learning or behaviours or contributions since the pandemic started, the discourse for changes in working patterns has begun. The DfE seemingly recognises its duty to lead ethically and influence ethical leadership and is seeking to take advantage of the success of the flexible working habits adopted more readily during the pandemic. So, as a way of promoting its version of ethical recruitment and retention plans, it is funding 8 MATs or schools (Speck, 2021) to progress their own flexible working policies and practices. Thus, giving leaders the opportunities to begin to have some understanding of how to make ethical decisions and why and how they will address any flexible or remote working requests, which will be further considered later.

Not only has the government progressed its plans for flexible working but also its plans for academies to achieve its vision of ‘providing world-class education, training and care for everyone, whatever their background  and making sure that everyone has the chance to reach their potential and live a more fulfilled life.’ DfE About us, n.d.(2010)

There have been several times that the government has actively promoted their plans for academies since their pledge to encourage every state-funded pupil access to one in 2010 and so it is likely that MATs are eagerly bating for more suitable schools to join them.

‘Over half of MAT trustees (53%) reported to NGA that their board plans to increase the number of academies in their trust with only 13% reporting they definitely were not planning to expand their MAT.’ (NGA, 2021)

Suggesting an appetite in favour of the renaissance of the government’s academy policy. Alongside the government’s mandate for failing or coasting schools to be sponsored by MAT Department for Education UK (2021) proposing that some headteachers may be concerned at losing their autonomy and ‘giving up their position as supreme leader’. Carter (2020). Marry these plans with an appetite for agile working patterns and we can assume that MAT Trustees might need a grasp of negotiation strategies and a robust due diligence process to begin to develop sustainable growth, so that ‘social, business, diplomatic and international outcomes, reputations and relationships can continue to thrive.’ Lapin (2021)

Generally, school leaders have good intentions; to ensure their schools deliver the best opportunities for their communities. However, good intentions alone will not achieve this.  Developing relationships between new leaders, their governors, and Trustees in a time of urgency requires acumen, diverse skills, and a deep understanding of negotiation techniques. Osagie D. (2021)

Despite the rarity of failed MATs, it does happen.  In one such Trust, where due diligence and negotiations processes were weak, but with 3 newly sponsored schools and 5 new headteachers, including two into its foundation schools, challenges were afoot. Trustees were fiercely protective of their hierarchal structure but did not fully accept their headteachers’ testimonies that their schools were in challenging positions. With a lack of ethical practices or reactive and proactive attention to strategy building to remedy the challenges and distrustful relationships between the two parties, it led to a string of system failures where the organisation found itself reacting to crises regularly and unable to deliver a good level of education across its primary schools. 

‘Playing the card because I'm the boss’ is out. … it would be out of place in the world where cross functional teams, joint ventures, and intercompany partnerships have blurred the lines of authority.’ Cialdini as cited by Osagie (2021)

Suggesting that in a world where diverse teams and divergent thinking is becoming commonplace, leading from the top, while ignoring what is happening on the ground, is unethical and can lead to failed achievement of both purpose and vision.

Developing trust and confidence,  as already explored, is likely to be a key aspect of the role of the MAT’s executive team, particularly where they may inherit an experienced headteacher, so knowing which skills the board possess may be a necessary step. In using the Salesperson’s Code 5 Destination Beliefs as a reflective and skill-gap analysis tool, can help identify leadership values and ethics. By going through the Destination Beliefs leaders can begin to identify how they show, or how their organisations foster the beliefs and values to help identify possible gaps and future actions. Carter (2021) For example, in answering the question, how do we ensure staff are fulfilled or how as a leader am I fulfilled? Is likely to open discussions and help drive actions.  The other elements of the destination beliefs, control, resilience, influence, and communication can also be used as tools of reflection to identify leaders’ skills and areas for development. Whilst valid, interrogating them is beyond the scope of this short essay.

As presented earlier, leaders may find themselves needing to be armed with an arsenal of reactive and proactive wellbeing strategies to pursue their ethical leadership vision, with the intention of improving psychological wellbeing, which will subsequently enhance employee performance. Naeem, Ali and Shahzadi, (2021) These may include, celebrating staff birthdays, providing free sanitary products, responding to requests for flexible working, or addressing the needs of peri or menopausal women, practising equity when making internal appointments or responding to shared paternity or maternity leave requests. Whilst addressing these are designed to improve working conditions, they should be considered carefully against available resources and capacity to ensure a focus remains on the organisation’s core purpose. As Dodge et al., (2012). describes here ‘a new definition of wellbeing is the capacity to offset an individual’s resource pool against the challenges faced.’

Recently during the partial school closure, I discovered in a conversation with teachers in a one form entry school, where it was more likely that staff felt isolated, leaders organised a virtual staff coffee break. The only time staff could all get together was after-school. Despite the good intention and attempt at ethical leadership, ensuring people felt connected and valued, staff revealed that they felt because the event was after school, it infringed on their family or private time and ultimately compromised them.  

Undoubtedly, governors and Trustees have a responsibility to ethical leadership.  ‘Ethical decision making has made a positive impact. More needs to be done to encourage Trust boards and CEOs to be proactive in reviewing their effectiveness.’ NGA, (2021) and this includes actively seeking those that represent the diverse communities in which their schools are in. The business case for diversifying the workforce determines that productivity is higher.

‘Corporations that embrace gender and ethnicity diversity on their executive teams were more competitive and  more likely to experience above-average profitability. They also had a higher likelihood of outperforming their peers on longer-term value creation.’ Dixon-Fyle et al., (2018)

 ‘When we conducted a similar investigation two years ago, we found that two of the 72 trusts with 15 or more schools were headed by a non-white boss.’ Carr (2020) As Arday, (2018) goes on to say, ‘by promoting ‘targeted programmes to provide BME applicants with access to relevant training, which focuses on developing leadership capabilities, extending academic networks, and engaging in communities of practice with other BME senior leaders,’ could possibly lead to boards diversifying its membership.

Similarly, women are underrepresented in the boardroom ‘only 5% of Fortune 500 CEOs are women, and last year the number of female chief executives fell by 25% to just 24... it will be another 217 years before we achieve economic gender parity.’ Castrillon (2019) If society desired to actively promote equity, diversity, and inclusion so that people felt more included, further actions need to be undertaken. Diversifying boardrooms should surely go beyond meeting quotas and trying to beat rivals. Maybe there should be an ethical style of leadership and practices, so people are recruited because of merit and the need to support local aspiring business leaders. Yet research often shows that supposedly meritocratic systems are as susceptible to biases, Razavi, (2021) suggesting that without some type of proactive model of recruitment the boardroom is unlikely to become diversified.

Distributive leadership perspective can allow the organization to benefit from the combined expertise and interaction of school leaders and professional colleagues, ‘working in concert toward a common goal so the outcome is greater than the sum of individual actions.’ Grenda and Hackmann (2013)

Schools are largely about leading and managing people to a common goal. So when a Trust’s vision and values, and hence structure and actions, are built around the people, risks are more likely to be identified and robust plans implemented to mitigate the challenges and they have the capacity to withstand change Carter (2016). Indicating that by adopting and monitoring the effectiveness of varying methodologies, it is possible to attain greater and rapid success.

…if you change the power relationship in medicine by putting the patient in charge – not the doctor, not the infrastructure, not the technology salesmen or the insurance companies – you will get better, more affordable and more sustainable outcomes. p. 105 Heffernan, M (2020)

‘The growth in the importance of school leadership over the past 20 years has been accompanied by theory development, with new models emerging and established approaches being redefined and further developed.’   Bush and Glover (2021)

It may be pertinent for MATs then to turn the lens to considering using the design thinking methodology, a methodology which helps plan to address long term future challenges. A methodology, which, regardless of the organisation, is customer facing, ethical, humanistic, leverages empathy and sustainability, Patel C. (2021) and has the capacity to solve challenges the organisation faces.  

Bason and Austin, (2019)  determine ‘designer-thinkers seek a deep understanding of users’ conditions, situations, and needs by endeavouring to see the world through their eyes and capture the essence of their experiences. The focus is on achieving connection, even intimacy, with users.’

Design thinking then is a process in which complex problems are identified, through robust evidence collections and then solutions, often humanistic ones, are thoroughly analysed and tested using the following type of steps:

  • Investigating, exploring, and asking the right questions against a statement/question –for example,  there is a significant demand in requests for flexible and remote working, how will we meet this demand?
  • Create a visual concrete or a picture – craft related, a tangible piece of work that the customer and designer can relate to and question further
  • Trial and error and make a prototype ‘iterative’ – tested with the customers and then while interacting with customers and designers reflecting on their successes
  • User is engaged and empathetic process is completed idea is generated and rolled out.  Customer is engaged and ideas monitored. Solutions are adjusted in an ongoing fashion. Patel C (2021)

Essentially, once the problem is identified, groups with diverse skills and interests, including the customer, have an equitable opportunity to voice their opinions, assemble to discuss options for the long term solutions against a series of ethical  lines of enquiries, which can lead to transformational and sustainable futures.

Yet, we recognise through the pandemic, which was not entirely predicted and where plans to continue business as usual were not fully scoped out, that even the most sophisticated and well-intended plans cannot always respond easily to the future.  Whilst plans are necessary for any intervention or action, they only enable leaders to ‘scope the problem, not the solution.’ (audio book) McChrystal et al., (2015)

Additionally, when design thinking plans are considered there are challenges to getting everyone, including the customer, around the table to discuss the future.  With the traditional methods of trial and error pathways removed, ‘educating non-designers to develop awareness and proficiency in design and creativity; and the shifting role of designers as other disciplines and fields increasingly develop such design capabilities.’ Sosa, (2015) Suggesting that customers may not possess the skillset to engineer useful solutions.

In their study Sosa (2015) refers to Meinel and Leifer 2011 regarding the diagram above.  

Design thinking can be a long and complex process. If ethical and holistic thinking underpins this methodology, then it can be argued that by asking questions, and finding solutions to complex problems brings with it a need to experience failure. As the participants opinions or solutions are vetoed, relatively often, it can be argued that this isn’t particularly kind or ethical.  If the methodology is to be empathetic, we could also argue that leveraging empathy should be a consideration for all parties, including the designers. Having to repeatedly experience failure or objection can ‘generate defensiveness and fear, interfering with empathy and undermining motivation.’ Bason and Austin, (2019). Potentially leading to disengagement and a feeling of being undervalued, which is unlikely to engineer the preferred outcomes. Despite this, reaching a solution which derives 75% positive impact on revenue and 65% positive increase in customer satisfaction Patel (2021) may be worth taking the associated risks.

Patel (2021)

In essence, whilst design thinking can begin to plan for transformation and lead to sustainability of the organisation, it may be necessary for those coordinating the process to be mindful of and seek to mitigate the pitfalls identified. By addressing these, the value of empathy, which underpins and sets design thinking apart from other solution focussed methodologies, can be truly upheld and built upon to secure the organisations vision and ethical principles.

With a clear business continuity plan in situ during the pandemic, it was business as usual for school advisors in my LA. Virtual contact across the 33 schools and academies  and later with on-site visits in the autumn and summer terms would give confidence to evidence and data. With less schools on the Schools Causing Concern Register than at the start of the pandemic, suggests that the LA’s business continuity plan was successful. However, there is a need to reconsider LA long-term plans for 2022 and beyond as they are rapidly becoming obsolete, given the necessary changes driven by the pandemic. Notably addressing staff requests and LA plans for staff remote working. For example, hot desking is a necessity; algorithms are used to calculate desk-space to ensure everyone can access desks as required.  My FTE contract was 0.6 on site. With a need to socially distance, it is now 0.1 and as I am happy to work remotely, my productivity is likely to remain stable. But what about the person who doesn’t like working remotely, but does the same role as me?  What happens with their requests? With a need to ensure productivity does not wane, the LA has an ethical duty to factor this request in. By adopting a design thinking style of planning to address staff working preferences and the demands on the digital infrastructure to address remote working patterns, whilst being mindful of the pitfalls, it could help lead the LA to a more sustainable, ethical and innovative future.

In conclusion, owning an arsenal of ethical strategies which tend to trend, and people’s preferences  should enable the organisation to not only fulfil its ambition and responsibilities, but lead to an unrivalled and sustainable vision.

With school leaders adopting an empathetic style of leadership which allows them to live by their wholesome moral principles is likely to result in improving outcomes for the organisation. Saying farewell to the autocratic style of  leadership ‘the early days of academies and “chains” were something akin to the wild west.’ Rossiter (2021) and a welcome to ethical and humanistic ones, is likely to make for better futures.

Having led in 3 different Trusts, with different leadership structures and styles, I can testify to the challenging journey that some MATs went on. Moreover, I can reflect on the functionality and effectiveness of the strategies and ethics practised relating to the vision, the people, and the wider education sector. Translated, meaning my knowledge, skills and behaviours will be better utilised to complement the workforce and augment the organisations that I work with and for.


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Reputation and Brand Management

In the corporate world a strong or weak reputation has relevant value, and this value can be used as a metric of its equity of the market (Black, Carnes and Richardson, 2000).  Hence maintaining a strong and positive reputation and being mindful of the stakeholders’ power and influence are key to the sustainability of the organisation (Gilbert 2021).

When stakeholders share a positive opinion of the school or Multi Academy Trust, it is likely they will  share this by word of mouth, which could convert other like-minded stakeholders becoming involved and positively promoting the MAT’s brand and its reputation. Conversely, when stakeholders do not have a good opinion of the organisation, even if based on anecdotal information or fake news, it can undermine trust or confidence (Boatswain, 2021) and hence damage the reputation of the school or organisation (Coulson-Thomas, 2021). For example, shares in the UK's Metro Bank plunged 11% before it could shake off inaccurate social media rumours that it was facing financial difficulties (Knott, 2019). Similarly, one metric for strong, or weak reputation for a school or a MAT is the number of pupils that apply for a place, which in turn can determine the school’s capacity to sustain itself and progress its plans. As a headteacher, there were key dates in the year that were used as proxies of the success or the sustainability of the school or my leadership by governors and other stakeholders. The release of the information of the number of pupil applications was one of those key dates, demonstrating the importance of this key performance indicator.

This essay will aim to outline a framework for identifying and managing reputational risks. It will further describe some of the risk factors that leaders, including those in schools, may face and provide an insight into some of the stakeholder management plans available to help mitigate those risks. Being cognisant of these, better allows the organisation to fully realise its business strategy and progress its reputation and brand.

‘A brand can be defined as a set of tangible and intangible attributes designed to create awareness and identity, and to build the reputation of a product, service, person, place, or organisation.’

(Sammut-Bonnici, 2015).

Given this belief, ensuring that the brand is highly valued is key to its success. Chikazhe et al. (2020) corroborates this further by stating that if stakeholders enjoy the firm’s products or services, they are likely to repeat buy, ensuring the market share increases.

Like many successful businesses, identifying the strategies which enable it to become more effective is often achieved by working with a diverse group of interested parties.

‘In organisations corporate reputation exists through meaningful engagements with every stakeholder including consumers, partners and employees. PR people are no longer the only gatekeepers of corporate reputation. Internal stakeholders that comprise of various consumer touchpoints including marketing, communications, innovations, operations and human resources.’

(Chang, 2016)

Yet by working with a group of cognitively diverse stakeholders who want and need their opinions valued, brings its own risks. If the team is to capitalise on its efficacy to progress and realise its vision and values, creating a climate where the diverse teams can openly share their views is necessary. Notably, increasing the likelihood of conflict or views that are not shared by all can also sometimes stall the team cohesion (Christian, Porter and Moffitt, 2006).  This could prevent the progress of the organisation’s plans, as creating a climate which is psychologically safe, takes planning and time (Collier, 2021).

Despite creating a climate where people’s values and views are valued taking time, it is needed, and likely to produce greater profits over time.  In their research Savu, Popa and Cotet, (2017) were able to evidence that there was low productivity and performance of the team and a low relational commitment  when  employees felt their  line managers didn’t trust them and their voice was not valued. Supporting this claim, in a 2017 Gallup poll, which aimed to collect information about the value, relevance and impact of the stakeholders’ voice, reported that only 30% of US stakeholders felt that their voice was valued and so shied away from presenting their views. However, when organisations were able to demonstrate that 60% or more of their stakeholders’ views mattered productivity increased by 12%, staff turnover reduced by 27% and serious incidents were fell by 40% compared to those organisations where less than 60% or less of its stakeholders felt that their voice mattered. (Gallup, 2017).  Suggesting that creating a climate where stakeholders’ opinions can be captured and acted upon the organisation can become more productive and thus more likely to improve the reputation of the organisation and its associated brand by both its external and internal stakeholders and hence its profits (Eccles, Newquist and Schatz, 2007).

Managing the reputation of the organisation is complex. Humans can be predictable as well as unpredictable and despite risk and stakeholder management plans being well thought out and considered, reputations can still be put at risk. Leaders ideally should have a well thought out communication strategy when the unexpected happens, ideally based on their values and ethics, as Regester and Larkin (2006) suggest, it is these values that the stakeholders have invested in.

The Black Lives Matter movement in the summer of 2020 made an impact on some young people. With some demanding that their schools responded to their questions and requests for change in relation to the movement (Parveen and Thomas, 2021). Suggesting that these young people demonstrated their values and wanted reassurance that their schools’ values matched theirs. Schools like Cotham (Our Response to #BLM, 2021) and universities like UCL  (Black Lives Matter, 2020) responded  to the surge in activity around the Black Lives Matter movement with information in their public arena with what they thought was appropriate for their stakeholders. From the research carried out, there has been no obvious damage to their reputation because of their advocacy of the BLM movement.   However, another Trust in the city of Bristol saw their application rates in their primary schools fall rapidly in the subsequent application round. Public records show that 4 of its 6 primary schools reduced their PAN by one whole class (Admission Arrangements for Schools Not Maintained by the Local Authority 2022 2023 - Bristol - Citizen Space, 2021). While there are no firm conclusions in the public domain as to why there was a dramatic reduction in pupil applications to its primary schools in a short period, by adopting and monitoring Cleland’s (2016) process for managing stakeholders, which will be explored again and includes:

  • Identifying appropriate stakeholders;
  • Specifying the nature of the stakeholder’s interest;
  • Measuring the stakeholder’s interest;
  • Predicting what the stakeholder’s future behaviour
  • Evaluating the impact of the stakeholder’s behaviour on the project

could help to secure the MAT’s sustainability plans.

Similarly, seeking to respond swiftly to a fast-moving picture and protect their reputation and that of their values, governors at Grange Primary School in Sunderland, sought to suspend their headteacher. In an interview with ITV’s This Morning, their headteacher, Pauline Wood, disclosed her opinion about some of her staff’s behaviours during the school’s partial lockdown during the recent pandemic, saying that they were lazy and sat at home doing nothing’ (Harvery, 2020). Whilst the details of what happened next are not fully known, it was reported, in this order, that Pauline Wood:

  • Was suspended on the basis that she was bringing the school into disrepute.
  • Went on gardening leave.
  • Is no longer the Headteacher of the school.

Despite Pauline citing that many parents and professional staff had support for her views, suspending her suggests that governors took decisive action to help manage their stakeholders, which would have included their staff, parents and pupils, and to ensure their values were protected and the sustainability of the school better safeguarded . 

Boards for large businesses may also have to respond swiftly to a fast-moving picture. Nissan’s brand and reputation, which is worth millions of dollars, (Wayland, 2021) was at stake when it was revealed that their CEO had been arrested on charges of financial misconduct (Factbox: Financial wrongdoing allegations against Carlos Ghosn, 2020). Senior board members intervened to prevent the brand of car  being tarnished (McCurry, 2018). Within days of Goshn’s arrest, the board had voted unanimously to dismiss him, appoint a new CEO and release a statement which they felt would reconfirm and strengthen their pledge to their values and those of their valued stakeholders.

‘The most important thing is to change the culture from volume to value, said Gupta, chairman of Nissan's board, we were running our company based on volume, after scanning metal objects and overnight we cannot change the culture from volume to value.’

(Wayland, 2021)

This response seemingly helped safeguard their vision, values and reputation and put their ethics and stakeholders’ needs at the centre of their decision making. The COO for the Japanese car makers claimed that its renaissance plan was a year ahead of its March 2024 projections. This resurgence plan resulted in Nissan generating an operating profit $921 million ahead of its initial target (Wayland, 2021).

Using a risk management plan based on the PESTLE method can help to analyse the current influencers of the picture and help to evolve carefully sequenced next steps which can form part of the risk management plan. If actioned they can help quickly and effectively limit any damage to the reputation and ensure the business continues.  However, a PESTLE plan can’t safeguard against everything and sometimes a simplistic approach may appear the best approach, but sometimes it can trivialise and undermine the severity of the challenges faced.

Cleland’s  (2016) plans for managing stakeholders similarly identifies a sequence of steps that businesses can implement to safeguard its risks. If risks are managed well the reputation can remain intact. Cleland (2016) further suggests that by identifying stakeholders, so that you can begin to measure and predict their current and future power and influence, allows leaders to better manage their reputational risks. Yet Cleland, (2016) also states that individuals are rarely able to identify more than 60% of their actual stakeholders. If businesses do not know who their stakeholders are, then it is possible that it will be difficult to know how to manage them to avoid reputational risks; it becomes difficult managing an unknown risk or an unknown stakeholder’s opinion or behaviour as I discovered.

I have a personal website which I have used for several years to write blogs. I do not know my readership and there is no channel for communication, but I believe that my blog serves to both challenge and be an advocate of the status quo. Recently I used Cleland’s influence and interest chart in figure 1, which details the stakeholder’s power and influence, to help develop a set of actions when someone contacted me about my website content via my work address. They stated that they thought some of my personal website content was inaccurate and insensitive and threatened to inform my workplace what they thought about me. Whilst I disagreed with them, they had a high influence, but a low stake in my reputation at work being potentially tarnished. I took some advice from a variety of agents and decided that it wasn’t worth taking the risk of reputational damage for anybody, regardless of how small and so I removed the content.

Figure 1  Cleland, D. I. (1999). as cited by Gilbert, 2021)

Whilst taking actions that are not wholly agreed with may be necessary to avoid reputational damage, responding like this means that those with high influence but low stakes can prevent the status quo from being challenged. Translate this in the case of large businesses, the business model may not progress in the way that the leaders had envisioned, as it is difficult to challenge those with high influence but a low stake. Essentially, the ‘high influencer’ but ‘low staker’ has little or nothing to lose in a challenge, yet the business potentially does, and decision makers may prefer not to take those risks.

As part of any school business continuity and risk management plan should be how it attracts and keeps its stakeholders engaged. The next part of this essay explores why school leaders should invest and how I developed closer relationships with hard-to-reach stakeholders, unknowingly largely implementing Cleland’s stakeholder management plans.

With evidence suggesting that the higher educated the person is the higher their income is generated, thus potentially giving people more lifestyle choices, (Education and Income Inequality in the Regions of the European Union, 2008), education is seen as social mobility driver and therefore, if parents want their children to have greater freedom of choice, a good education for their child is worth pursuing. However, those from minority or working-class backgrounds, even with a successful higher education career and outcomes, are not guaranteed a life in the middle classes (Mohamed, 2021).

Parents’ choice of school was influenced by three pivotal government policy changes. Firstly, parents were able to choose a school for their child outside of their local authority in 1988 as a consequence of the Education Reform Act (Education Reform Act 1988).  Secondly, the academies programme in 2000, which was designed to drive up standards in schools, particularly those with a legacy of failing to provide good education and new academies came with significant amounts of funding and attractive promises (Academies Act 2010, 2016). Thirdly, the introduction of school league tables in 2003. These were tables detailing the school’s performance against a set of standardised metrics and were designed to hold schools to account and to give parents the evidence they needed to  make an informed choice (Leckie and Goldstein, 2016). These policy changes, along with the ease of using the internet to access publicly held information, could influence the parents’ decision making when applying for a school place.

Yet school or university league tables can hide a complexity of information that layperson stakeholders are not familiar with, thus potentially corrupting opinions. For example, although the school league tables on government websites helped rank schools based on their performance, not all parents were able to fully extrapolate key information, such as context, to make reliable decisions. So, if parents confuse current ‘ranking with current quality’ (Hazelkorn, 2008), they may not be making the most appropriate choices for their child.

Believing that parents will be influenced by a positive data and Ofsted judgements school or university leaders sometimes exaggerate their outcomes to encourage parents or students to apply to secure their viability. Using statements such as in top 1% in the country without qualifying evidence or realistic curriculum offers corrupts the landscape and further confuses the stakeholders (Coughlan, 2018).  The reason for this misleading information is complicated, but it is likely to act to promote the institution’s positive reputation. According to Beach (2005, as cited in Bradley, 2018) who suggests that it is usually a mixture of instrumental reasons to reduce bad publicity, … and reputational damage. However, like in the case of the governors at Grange Park Primary and Nissan board members they seek to embody the values their stakeholders have to secure their reputation and their share in the market.  Stakeholders expect to invest where they can bring their own values and ethics of the moral code (Regester and Larkin, 2006).

With this ethical awareness in mind, the need to ensure that values are akin with their stakeholders, schools and universities often apportion a budget line and sometimes a team to establish and market their brand and reputation to attract students or their parents to secure their viability (Hall and Wheale, 2019). But some can’t  apportion funding to attract more stakeholders, as it is unaffordable. It is not uncommon for leaders of schools, which are either small, or where there is a significant shortfall in the numbers as detailed in the school’s Published Admission Number (PAN), to share Howson’s thoughts ‘This current [school] funding formula doesn't protect rural primary schools.’ (Howson, 2019). School’s block unit of funding (SBUF) is allocated  per pupil by the local authority and while there is a small school fund which helps supplement the costs of running smaller schools, it often isn’t enough to cover the school’s costs. Therefore, the fewer pupils a school has, the less funding it receives, thus potentially weakening the school’s viability to see out its vision or plans. Like anyone on a tight budget, the money has to be spent on the basics first. Additionally, those schools already facing a shortfall in pupil applications may have their viability put at risk further, given that state funded nursery and primary aged school pupils are projected to be down by 302,000 in 2026 (Department for Education, 2021) compared to current numbers. Suggesting finding other ways to promote itself  will be necessary (Keys to Successful Brand Reputation Management, 2021).

So, without a marketing budget or a good or outstanding Ofsted judgment to create a strong brand or reputation as school leaders we had to think creatively in a school in special measures in a community where 90% of the pupils had EAL, to improve the school’s reputation. Using an ethical code was also important as values-based leaders. With many believing that the school wasn’t worth investing in, as it had an Ofsted rating of inadequate 3 times between 1992 and 2010 and 10 different headteachers over a 10-year period. But by using a variety of face-to-face strategies, I intended to challenge and progress the current reputation, so that I could secure the school’s viability.  Believing that word of mouth from the stakeholders, which held much power and influence in the wider community was key to improving the reputation, I devised a monthly talk and listen event named Meet, Greet and Eat Session which relied upon 5 key elements.

  • Eating – a range of cakes was purchased from a local baker were shared. Food in this community often united everyone. Despite not realising it at the time, I was creating a psychological safe space by using food as a leveller.
  • You said, we did - sharing how we had acted against stakeholders’ suggestions or concerns.
  • Position the stakeholders as to the current progress of the school including key messages from the Governing Board or Headteacher Report celebrating the success.
  • Challenge - introduce the stakeholders to influencing people in the community such as the school nurse, Chair of Governors or faith leader or to introduce stakeholders to an upcoming change in policy or practices with a clear focus on expectations and how they too could become the champions of learning. Warning stakeholders of the challenges which were planned to help improve the school, or system rewards or penalties, such as starting the school day earlier, or the reasoning of the introduction of penalty notices, so that they could become advocates of the changes.
  • Question and Answer session. Answered questions from parents and other key stakeholders but also used this to ask them questions to gauge their thoughts.

This strategy allowed parents to promote the school in the wider community resulting in high levels of community  engagement and success. Within 2 years the number of parents applying to the school for a place changed from 40% to 150%.

In conclusion, managing people is complex. Being cognisant of the stakeholder’s power and influence to understand the nature of their engagement allows leaders  to manage the risks and progress the opportunities more easily (Gilbert, 2021). So as Chang, 2016 says, PR is not the only gatekeepers of corporate reputation internal stakeholders are also. So, managing their expectations and their opinions matter along with having a business continuity plan based on the values and ethics of the company are essential if the reputation of the organisation is to improve or remain positive.


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Failing to Thrive

Journal of Emerging Trends in Marketing and Management (reading.ac.uk)

School improvement and change are inextricably linked. According to Koch (2003, cited in Heffernan, 2020:123) any achievement and success will fall into a 'death spiral' unable to yield the planned successes. Teachers are taught from the outset to develop a toolkit which enables them to become reflective practitioners (Learning to Teach, 2021) with the intention of constantly refining and improving the outcomes for their pupils. Similarly, effective school leaders will use their school evaluation calendar, as part of their toolkit, to monitor the impact of their improvement plans, which, when effectively delivered, are likely to identify faults and lead to further enhancements and change. Leading that change is often challenging and chaotic. (Hussain et al., 2018) Despite many school leaders being bright and powerful people, some are unable to identify and augment key change agents skilfully to fully deliver on their core purpose, which, according to Gibb, N., (2015) is 'to grow our economy and nurture our culture', then their schools will fail to thrive. (Waters, Marzano and McNulty, 2003)

When schools or MATs fail to deliver their core purpose this can result in them being judged by Ofsted as in one of their 3 failing categories or, equally as damning, a list of poor key performance indicators, such as poor academic standards or poor staff and pupil attendance or conduct. Conversely, embracing the synergy of motivation that leaders must fully deliver on their core purpose built alongside a wealth of knowledge of and skills to implement change management plans, the organisation is more likely to succeed.

Yet with most school leaders during their early career development solely focusing on being novice leaders of learning and rarely having the opportunity to learn the necessary knowledge, skills and behaviours to enable them to become an expert portfolio or project manager, they find it difficult to aspire to be successful leaders of institutions (Bergmark, et al; 2018). Some of those novice leaders of learning do grow the ambition of becoming a leader, but it could be argued that if that aspirant MAT leader has not been able to take advantage of learning and implementing strategic management tools, such as those documented on MBA and NPQEL programmes, then they are less likely to be able to improve the MAT at the necessary pace, (Ismail et al, 2020).

This essay will aim to further present an argument of how to effectively lead sustainability and change management plans. It will attempt to describe some of the risk factors that leaders, including those in schools, may face when innovating and provide an insight into some strategies which may mitigate some of those associated risks. Whilst many of the management plans can be applied across all businesses, this essay will largely centre on schools, as evaluating both schools and other businesses’ strategies is beyond the scope of this essay.

With the argument for embracing change made, it is necessary to explore and critically evaluate how change management plans can be implemented effectively. With project management being about finding the right projects and portfolio management being about doing the right projects, (Nine Feet Tall, 2014) then it could be construed that when projects and portfolios are managed effectively, progress is likely to be both maintained and developed.

However, (Atmar, et al, 2019) conclude that often organisations don’t always know exactly which aspects of their business creates the most value to help them identify their uniqueness or their niche in the market. This, (Atmar, et al, 2019) claim, is a 'critical step', since being cognisant of their uniqueness and which areas create the most value determines not only the knowledge on how to design an effective operating model, but also where and how to allocate resources, such as successfully implementing their talent mapping plans with the intention of securing sustainability. With up to 42% of start-up businesses in the UK failing because ' there’s no market need for their services or products', (Kepka, 2021) this is a necessary action. When leaders know how to augment and best allocate resources, they can maximise their outputs. (Mathieu, Gilson and Ruddy, 2006) or, in the case of schools, improve their key performance indicators, such as pupil outcomes.

Even when there is an understanding of which areas create the most values and projects and portfolios management lines have been discussed and planned for action, if the vision and key communications are clumsily delivered the projects' effectiveness remain at risk of being unsuccessful. Heckleman (2017) states 5 categorised reported reasons for 'organisational change failure':

1. Not creating a simple, compelling organizational vision for change.

2. Not changing individual beliefs.

3. Poor planning and/or execution of the change effort.

4. Inadequate leadership, including a lack of leader involvement, preparation, and capability.

5. Insufficient or confusing communication.

Suggesting that without the right skills and behaviours to manage the systems and corral people into thinking unilaterally, the projects are likely to fail. (Stone, 2021). Once organisations have garnered a clear vision and mitigated the risks above and developed the capacity to drive and monitor the systems to progress the project, is the project likely to be more successful? Not necessarily. Those systems by Heckleman (2017) are essentially the hard elements or process driven aspects according to the Mckinsey's 7-S-Model (Stone, 2021). What is missing are the soft elements, which is the capacity to develop the people, harness their values and skills and evolve the culture and the projects.

Working alongside leaders I observe strategy development and implementation of it frequently, particularly if the school is on a rapid improvement journey or is being preparing a significant change of its core offer. For example, adopting a 14-place specialist resource provision (SRP) for pupils with complex or additional needs. In each case when change was effectively implemented it was because it was well executed using project planning maps akin to the Mckinsey's 7-S model or similar. By incorporating the 'hard elements' such as strategy, structure and systems, which overlay on the organisation's values, their mission and with keen knowledge of their people or the 'soft elements', they were able to maintain and progress their core purpose more readily, which lent momentum to the ecosystem of teaching and learning. In the case of the school which adopted an SRP, in order it:

⦁              Reviewed its values and purpose.

⦁              Consulted internal school leaders on if they had the necessary capacity to run an SRP.

⦁              Identified the possible impact of both the soft (answering all the whys - part of its core mission was to be an inclusive school) and the hard elements (when, where and how).

⦁              Mapped the staff talents and ambitions to different aspects of the project.

⦁              Undertook further scenario planning activities with selected external stakeholders, such as local headteachers, further answering all the whys, (being mindful of which stakeholders needed to be involved in the early stages of planning and which ones didn't).

These steps were all completed prior to progressing the plans with key agents and consulting with all known stakeholders, including those in the wider community, such as local nurseries. By assigning different people to different aspects of the project the senior leaders were able to further diversify the skills, knowledge and behaviours of their wider staff team while progressing the other elements of their school development plans such as developing their phonics programme.  Skilfully implementing a business-as-usual style, leaders were able to demonstrate a compelling picture that the organisation was capable of additional project management, enabling their staff to realise and have confidence in the organisation's strength and capacity to weather the proposed changes. (Stone, 2021).

However, an unintended consequence of the implementation materialised when several of the aspirant middle leaders' roles were impacted by the change. As one of the team was promoted to lead the SRP and replaced with someone who soon displayed competency and capability concerns. The team came under pressure and were unable to fulfil their roles as effectively as previously. Whilst this was managed well over time within the school systems and processes, it did impact the moral and confidence of the team, resulting in one staff member leaving and most of them questioning how, if the impact of change was be on them, they could be more involved in the processes, including taking a lead in the recruitment for members of their team. 

Earlier it was mentioned that managing the plans for school improvement is challenging. Rarely can schools in a failing Local Authority or Trust's or Ofsted category apportion their leaders to effectively portfolio manage, while progressing towards a good Ofsted judgment. This is largely due to limited access to suitable funds.  With approximately 33% of start-up businesses failing because of a lack of funds (Kepka, 2021) having ease of access to the money for improvement and sustainability plans is essential. Further, these schools are more likely to suffer from higher staff and governor turnover, hence a diminishing leadership capability to develop the successful culture which could bring about the necessary change (Ofsted, 2020). It could be argued therefore that schools or MATs judged as good or better, have a monopoly in the portfolio management world as they are more likely to possess the capability to lean into it as they have all the necessary facets, including funding, to expedite these necessary projects.

Being unable to project manage when in a failing school can be illustrated further by  479 primary schools (DfE, 2016) being labelled as coasting. Coasting was the DfE's term for schools being unable to make adequate progress and attain a specific data set, i.e., 85% of pupils at the end of KS2 attaining Level 4 in Reading and sustaining this over a 3-year period between 2014 and 2016, (DfE, 2016). The schools, which were demonstrating they were unable to yet extricate themselves from the legacy of poor outcomes and standards were offered only one system of support and that was to be sponsored by a MAT. But that is not what all the 479 heads always wanted. (Belger, 2021) Some wanted alternatives, i.e., temporary school to school support, like Trust support, but without the permanency.  Yet going into a MAT doesn't always result in success either despite the MAT's portfolio capability, as hundreds of schools must be rebrokered into different Trusts each year. Typically, in 2019, 307 schools had to be rebrokered costing the DfE millions (Allen-Kinross, 2019), largely because they focussed on short term wins and not the long game and therefore didn't build the capacity. (Carter, 2020:94)

By 2019 the term coasting was scrapped, (a-DfE, 2019),  but over 3000 state funded schools were in a failing category and all were subject to an academisation order or some were ‘forced’ into a MAT (b-DfE, 2019), and as already presented this is not what all leaders had intended or wanted. Unless they could build the project management capability, they were unlikely to make the necessary progress (Carter, 2020:135). 

What needs to be done to progress the necessary change is simply make people re-think or re-analyse the core of the organization and motivate them towards change (GraduateWay, 2021). Yet if understanding people’s behaviours were simple and easily changed, surely it would follow that building formulas for change management would also be simple. Thompson (2018: p. xv.) states,

'In our desperate search for simplicity, people want success to work like a garage door opener, where a four-digit code springs the lock. But culture is not a keypad and people are not doors. Our codes are ever changing in reaction to our environment.'

So, in recognising that the organisation cannot effectively make the necessary transitions without the people changing too (What is Change Management? 2021) when introducing any changes to processes, managing people must be intrinsic to the plans. (Schwartz, 2018).

In my roles I am party to a variety of leadership models and observe and comment on behaviours, skills and knowledge with the intention of improving outcomes and enabling the organisation to deliver on their core purpose. Historically I have observed the impact of a coercive style of people management from central team members on several occasions, proffering similar results, such as high staff turnover, which itself can lead employees to endure poor job satisfaction, and for the organisation to suffer from low productivity and an inability to gain traction to drive and sustain the necessary progress. (Surji, 2014). Being cognisant that not all staff turnover has a negative impact helps leaders to better understand the nuances of their organisations, which can lead to progress. For example, if an unproductive staff leaves or one that uses a coercive style of leadership leaves, then productivity and reputation can improve. This could be acknowledged as positive. (Lau and Albright, 2011). Nissan’s brand, which is worth millions of dollars, (Wayland, 2021) was at stake when it was revealed that their CEO had been arrested on charges of financial misconduct (Factbox, 2020). Senior board members intervened to prevent the brand of car being tarnished (McCurry, 2018). Within days of Goshn’s arrest, the board had voted unanimously to dismiss him, appoint a new CEO and release a statement which they felt would reconfirm and strengthen their pledge to their values and those of their stakeholders. This response seemingly helped safeguard their vision and values and Nissan generated an operating profit of $921 million ahead of its initial target (Wayland, 2021). Demonstrating that even when long standing members leave, if the change management plans are robust and carefully implemented, progress can be made. Understanding that people management alongside effective project and portfolio management skills are likely to better engineer and sustain change should be a key aspect of all organisations' toolkits.

The next part of the essay will explore disruptive innovation and how it can be transpired into the ecosystem of education and development using innovative ideas I have witnessed, but on a smaller scale. Harvard Business Review, (2015) describes disruptive innovation as ‘a small enterprise targeting overlooked customers with a novel but modest offering and gradually moving upmarket to challenge the industry leaders.’ Poundland, a renowned British low-end single priced essential household items store started with a £50,000 start-up fund and was sold to one of its larger competitors in 2002 for £50,000,000. (Wikipedia, 2021) It essentially created a new market for low-end essential items and reshaped the existing market.  This is an example of a disruptive innovator. Translating this into the world of education could be a MAT with eight schools offering a service that a larger Trust, one with, for example, 28 schools is not currently offering. With the larger Trust focussing on sustaining their status quo, the smaller Trust, in this case the disrupter, marries the synergy of its entrepreneurial behaviours with its sustainability plans and by the time the incumbent, or larger Trust, notices the disrupter has already taken more than the larger Trust had anticipated of its share of the market or its share of the services.

To contextualise this further, currently larger Trusts are likely to have a business growth plan with a focus on taking on more schools, ideally secondary ones which yield more funding enabling sustainable growth and potential, possibly taking on a teaching hub and offering a suite of leadership improvement services (CARTER, 2020). Meanwhile the smaller Trust with 8 schools, but no teaching hub and minimal opportunities for growth opportunities of schools as the local market is already saturated, can still act as a disrupter by developing opportunities such as offering a suite of webinars based on current trends and its success of using them, such as the Mary Myatt concept; a digital platform, designed to help schools improve their daily core offers. https://www.marymyatt.com/  With a Mary Myatt potential in each Trust the smaller Trust could develop their unique selling points nation or worldwide via an online platform. With the supply chain access accelerated in the digital world since Covid-19, it is now made easier to enter and expedite such innovative business strategies. (McKinsey and Company, 2020)

By identifying the future challenges of education, the smaller Trust could also offer a framework for making disrupter type decisions based on mitigating these challenges. For example, by identifying the potential outcomes of a review the disrupter could identify a niche in the market. A recent review of initial teacher training (ITT) overseen by the (DfE, 2021) by its intention is to ensure that early career teachers access 195 days in school or an equivalent course length. Knowing this leaves some leaders to speculate that there is an intention to bring all ITT provision out of universities as they generally offer 28-week courses. Alternatively, universities will have to reconsider their HR policies, employee contracts and pay and conditions and costs of the ITT provision as this is likely to change if the course length is significantly extended. Could the disrupter offer a suite of opportunities for ITT routes, including developing participants' basic skills and knowledge, such as fully funded GCSEs Maths/English classes and offering hands on experiences and references for those without the pre-entry qualifications?

Similarly, knowing there is an increased appetite in favour of the government’s academy policy, ‘over half of MAT trustees (53%) reported to NGA that their board plans to increase the number of academies, (NGA, 2021) and converging this with the new schools' minister being keen to increase the number of schools in Trusts (Carter, 2021), also suggests that there will be a move away from buying the local authority school improvement services. With more maintained schools moving into Trusts this will result in the school improvement service offered by LAs being unsustainable as most Trusts have their own school improvement services. Could the disrupter offer a suite of school improvement or talent management and development services or online courses which are complimentary to teachers' ambitions and skillset such as blogging, podcasting, international networking, mentoring and Challenge Partner type opportunities?

Finally, with the knowledge that good quality early years education and early life support can provide positive life-lasting outcomes (BBC, 2020) yet several nurseries in a financial crisis or having deficits are at risk of closing, despite early years provision being a place where profits can be made, (Early Education, 2015), could the disrupter adopt a range of EYFS providers and offer services to support families, including the elderly, building on the success of Lark Hall Elderly Village (Extracare, 2021) where the elderly and young children benefited from coming together in the community, but with a focus on climate change friendly or indigenous outdoor and 'the arts' education? Essentially the disrupter could become an ecosystem, developing and providing services to all from cradle to grave.

So, whilst the larger Trusts are focussing on offering the government funded NPQs sessions and recovering from the pandemic to maintain their status quo, it is possible that a smaller Trust, which has capability to innovate and realise its ambitions could set up project plans to disrupt and create new markets and reshape the larger Trusts’ plans. (HBR, 2015).

In conclusion, whilst these disrupter plans are bold, they are not impossible, as I have had the opportunity to see them in action; all delivered without a 'project building brain' (HBR, 2008), so possessing one, the possibilities and sustainability should be even more innovative. While change is necessary to secure the organisation’s sustainability and progress their niche in the market, being aware of effective portfolio management skills and working with others in challenging circumstances is essential if the ecosystem of education is to continue to thrive. Similarly, leaders of failing schools should carefully plan innovative strategies, including those hard and soft elements referenced in the McKinsey’s 7-S-Model and consider alternative school to school support systems if they want to be able to deliver on their core purpose and ensure the success of their school.


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I am currently a Standards and Effectiveness Partner for primary schools in Berkshire and in addition to working with both primary and occasionally secondary schools, I have overall responsibility for EYFS, PSHE and NQTs. Having over 29 years of experience in schools, including working as a teacher in England, Cambodia and America, I have also studied curriculums and equality mechanisms in The Netherlands and Canada. These experiences have resulted in me developing a global perspective of education and its leadership models.

Before joining Bracknell Forest Council, I had worked successfully as a primary headteacher in Nottingham, Devon, two different London boroughs and as a children’s centre manager, headteacher and executive headteacher across a range of diverse settings in Bristol.

Benefiting from gaining NPQH and NPQEL and carrying out a range of action research tasks, I decided to further develop my knowledge and value-based leadership skills using the educational living theories methodology; focusing on explaining the influences and impact of my learning and that of others.

Believing that when you know better, you do better, I have an undying thirst for understanding and improving systems in education, often using solution focussed and research-based methods to engage all and transform outcomes.