Good Boards Get Better (002)

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Agenda Item

b. Norms, Protocols & Best Practices in the Art of Leadership

Summary: Presented by: Dr. Donna Hinton, Senior Board Development Specialist, Georgia School Board Association (GSBA)
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GREAT BOARDS GET BETTER!

  Donna Hinton, Ed.D., Senior Board Development Specialist, GSBA




                             www.gsba.com
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     WELCOME

GOVERNANCE TEAM INTRODUCTIONS




           www.gsba.com
TRAINING NORMS
    Let’s make today great!
                                                                        3




                 POINT #1          POINT #2            POINT #3
                Turn off/mute cell Be respectful       No sidebar
                phone.             of other ideas      conversations
                                   even if they        so that others
                                   are different       can hear.
                                   from yours.



                 POINT #4          POINT #5
                 Contribute to     Enjoy your
                 the session       learning journey!
                 and use your
                 Performance
                 Guide as a
                 work product.
         www.gsba.com
                              4




                Excellence
                   in the
                classroom
               begins with
                excellence
               in the board
                   room.


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 STANDARDS FOR EFFECTIVE                           5


 GOVERNANCE OF GEORGIA
     SCHOOL SYSTEMS
Domain 1: Governance Structure
Domain II: Strategic Planning
Domain III: Board and Community Relations
Domain IV: Policy Development
Domain V: Board Meetings
Domain VI: Personnel
Domain VII: Financial Governance
Domain VIII: Ethics

                                    www.gsba.com
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THIS is the purpose of your work!




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                                              Evaluation
                        Strategic                 of            Norms &
                          Plan              Superintendent      Protocols
                                                  Student
                                                 Outcomes

                                    Board Self           Conflict of
                                    Evaluation         Interest Policy

Roles & Responsibilities
                                             Code of
- It’s ALL Connected!                        Conduct

                     www.gsba.com                                        7
                            8



Domain I - Governance




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                             Roles & Responsibilities                                                                            9



                      BOARD                                                    SUPERINTENDENT
Legislative Duties:                                         •     Appointed by the Board to be their “chief executive officer”
•   Adopt policies to govern the operation of the           •     Implements policy established by the board
    schools                                                 •     Secretary to the board; maintains all board meeting minutes
•   Determine the amount of school taxes to be levied       •     Liaison with the State School Superintendent
Executive Duties:                                           •     Recommends all employment and assignments
•   Employment and assignment of personnel on the           •     Signs all employment contracts
    recommendation of the Superintendent                    •     Responsible for money borrowed, signs notes with board chair
•   Acquiring or disposing of real estate and other         •     Agent of the board in procuring school equipment and
    property                                                      materials.
•   Construction of facilities                              •     Enforces all local, State, & Federal rules and regulations
Judicial Role:                                              •     Visits all schools
•   Board serves as a tribunal.                             •     Counsels with the faculty
•   Law court to resolve local matters of school law        •     Files reports with the DOE
    when specifically authorized or required by Georgia     •     Any other duties as required by the Board as part of the job
    Law.                                                          description contained within superintendent’s contract.
                                                          www.gsba.com
    5 BASELINE CRITERIA OF                                                    10



    HIGH-PERFORMING TEAMS:
• Trust each other
• Deal constructively with conflict
• Committed to doing well
• Feel personally accountable for the
  team’s success
• Focus on achieving results as a team,
  not as individuals who happen to work
  together
Source: Patrick Lenicioni, 5 Traits Exhibited by High Performing Teams,
Adapted from: The 5 Dysfunctions of a Team: A Leadership Fable, Jossey-Bass
                  www.gsba.com
                                                          11

              Constituents/Stakeholders



GOVERNANCE



                 GOVERNANCE
                    TEAM



                                             MANAGEMENT

             District Personnel/Operations
                          www.gsba.com
      The Dance Floor is
      Not the Balcony…
          ~The Governance Core, Campbell & Fullan



 • How does this story apply
 to Governance Team work?
• What are the benefits of
spending most of your time
       on the balcony?
• What are some drawbacks
  to spending too much time
          on the dance floor?
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NORMS AND PROTOCOLS




        www.gsba.com
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BOARD NORMS &
  PROTOCOLS
What Are Norms?

• Agreed-upon expectations for everyone on the
  governance team, particularly in areas where
  policy is unclear or there is some need for
  additional guidance.
• They provide more details and procedures than
  your Code of Conduct policy.




                                         www.gsba.com
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BOARD NORMS &
  PROTOCOLS
What Do Norms Do?

Norms demonstrate the kind of relationships
guideline that effective and successful teams adopt in
their interaction within the team and with the world
outside of the team. These group norms are essential
for a team to accomplish their mission and live the
values that members cherish.




                                            www.gsba.com
                                                   16




       YOUR GOVERNANCE TEAM
       NORMS AND PROTOCOLS
              With each item, discuss:
• What does this mean to me?
• What will it mean to the community?
• Do we still believe this to be true and can we
  all support this Norm?

                      www.gsba.com
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A Code of Ethics is comprised of statements of ethical
conduct for public officials in their official capacity and
defines how members of a given group should conduct
themselves as representatives of the group.

• Putting the needs of the organization before a personal
  agenda
• Adhering to principles of ‘right’ conduct, high
  standards, and honesty in dealing with members of the
  group                    www.gsba.com
       Domain II:                                18



      STRATEGIC
      PLANNING
The governance leadership
team, in collaboration with the
community, adopts and enacts
a planning process that results
in an adopted system strategic
plan designed to improve
student achievement and
organizational effectiveness.
                                  www.gsba.com
     DOMAIN II: STRATEGIC PLANNING                                            19

                        Board Members vs Superintendent

              Board                                       Superintendent


 Participates in the development            Plans and participates in the
       of the Strategic Plan              development of the Strategic Plan

Adopts the Strategic Plan based on          Recommends the Strategic Plan
   the recommendation of the                       to the board
         Superintendent

 Annually the board reviews the Implements, monitors, provides data
performance measures to improve reports on the progress of the plan
      student achievement         and makes recommendations for
                                           improvement
                                  www.gsba.com
STRUCTURES FOR SUPPORTING THE WHOLE CHILD                                      20



                                                     Accountability
                                             Community, District, State,
            Measures                         Federal
                                                     Data Practices
     Plan              Data                  Achievement, Instructional,
      s                                      Operational, Sociological
                                                     Action Planning
                                             School and District Improvement
                                             Plans
            Funds
                                                  Educational Funding
                                             Local, State, and Federal Funds
                              www.gsba.com
ESSENTIAL QUESTION               21




      How does the Governance
      Team monitor and report
      progress on the system’s
      Strategic Plan?


      www.gsba.com
  What is YOUR Governance Team’s                                 22


    Moral Imperative? Discuss.



   If there is not a clear moral imperative; if there is not a
 specific means of implementing it in practice; and if there
    are not measurable outcomes that mark progress and
  attainment and if the governance team cannot articulate
the state of play about the moral imperative as a system of
            action, then it does not exist in reality.
                         Michael Fullan
                       The Governance
                            www.gsba.com Core
                                                                    23


The Greatest Enemy of Strategic Thinking


       The linear, incremental-based board agenda. Governance
      requires that they control their agenda not that the agenda
       controls them. The most common complaint is that board
       agendas are not focused on children’s issues but rather on
                          administrative work.

                 Davis Campbell and Michael Fullan
                       The Governance Core

                               www.gsba.com
                                                                                                24




Domain III –
Board &
Community
Relations
                              This Photo by Unknown Author is licensed under CC BY-SA-NC




               www.gsba.com                                                                24
                                             25


ESSENTIAL QUESTIONS
        • What is the governance team’s
          process for creating a culture
          where input is sought, heard, and
          valued?
        • What evidence does the
          governance team have that
          indicates effectiveness in board
          and community relations?
           www.gsba.com                 25
What does a strong community                                         26



connection look like?
What indicators should we see as evidence?
✓ Close connection to the community
✓ Community involvement in district functions
✓ District responsive to community needs
✓ Shared responsibility for district success (it takes a village…)
✓ Frequent acknowledgement of community support



                              www.gsba.com                      26
 A Governance Team Self-Assessment Focused on                                                                           27


 Community – How does your team measure up?
                             We treat each other,                                               We view our
                                                              We take time to reflect
  We understand that          the superintendent,                                            communication with
                                                               on and improve our
  collaboration begins      staff, students, parents,                                           staff and the
                                                                own internal and
        with us.              and community with                                             community as a two-
                                                              external relationships.
                                     respect.                                                   way process.


                            We encourage parents
  We have policies and                                             We provide                  Our priorities and
                             to share responsibility
  practices in place to                                          opportunities for           student performance
                               for the success of
encourage parents to be                                        community input into            standards reflect
                            schools and students in
 active partners in their                                       key actions for the          community needs and
                            pursuit of the common
  children’s education.                                               board.                       interests.
                                     good.

 We build partnerships      We support staff efforts to         We recognize, as a board,      We communicate
   with the business              build collaborative               that our leadership      regularly with elected
                               relationships with other
 community and others                                             responsibilities extend    officials to ensure that
                                 agencies (e.g., social
   that promote high          services, police, juvenile          beyond the district to     public schools are and
student achievement as      justice) to provide child and       include state and national    continue to be a top
    the top priority.                                 www.gsba.com
                              family centered services.                   issues.                     priority. 27
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“The purpose of
community engagement is
to ensure that school
improvement is done with
the community, not to the
community.”           Source: The Reform Support Network: Strategies for
               Community Engagement in School Turnaround, March 2014.




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                                  29




GOOD COMMUNICATION
IS NOT AN AFTER THOUGHT
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POLICY DEVELOPMENT
                                                 31




     DOMAIN IV
 ESSENTIAL QUESTION:
 How does the board implement
 effective procedures for adopting,
 revising, and following written
 policies that are clear, up-to-date,
 and in compliance with the school
 system’s strategic plan, state
 constitution, state and federal laws,
 and state board rules?
                                  www.gsba.com
          DOMAIN IV: POLICY DEVELOPMENT                                                      32


                                 Roles and Responsibilities



              BOARD                                     SUPERINTENDENT
• Adopts policies that carry the force              • Recommends policy actions to the
  of the law of school systems                        board for adoptions
  (revised/rescinded)
• Policies and principles and goal                  • Issues regulations that comply with
  statements adopted define the                       the policy without board approval
  parameters within which the                         unless it is required by law or by
  superintendent and staff carry out                  board direction that the board
  assigned duties                                     approve certain types of regulations


                                         www.gsba.com
     DOMAIN V                            33



   BOARD MEETINGS
ESSENTIAL QUESTION:
What procedures are
established by the Governance
Team to ensure that meetings
are in accordance with local
board policy and the Open
Meetings Act?

                          www.gsba.com
            DOMAIN V: BOARD MEETINGS                                          34


                           Roles and Responsibilities



           BOARD                                  SUPERINTENDENT
• Conducts the meeting                        • Assists the board in conducting
                                                the meeting
• Approves the agenda in
  accordance with state laws and              • Maintains the “official”
  local board policies                          record of the meeting




                                   www.gsba.com
DOMAIN VI - PERSONNEL                                  35




ESSENTIAL QUESTIONS:
How does the board hold itself accountable
for effective practice in hiring a
superintendent and appropriately delegating
authority to ensure that the superintendent
functions as the organization's chief executive
officer?

How does the board guarantee appropriate
adoption of personnel policy and hold the
superintendent accountable for the
implementation of personnel policy?
                                        www.gsba.com
                    DOMAIN VI: PERSONNEL                                                     36


                                 Roles and Responsibilities



              BOARD                                        SUPERINTENDENT
• Evaluates the Superintendent                          • Recommends policies to the board
• Prepares a professional development                     for adoption and implements
  plan for Superintendent if needed                       adopted policies
• Reviews and updates personnel                         • Recommends personnel actions to
  policies                                                the board
• Practices code of ethics policy and                   • Provides personnel data reports
  maintains confidentially pertaining
  to personnel

                                         www.gsba.com
     DOMAIN VII                                            37



FINANCIAL GOVERNANCE
ESSENTIAL QUESTIONS:

What procedure is implemented by the
governance team to ensure that the
superintendent recommends and the board
adopts a budget that adheres to State law
provisions and is aligned with the strategic plan?

What are the board’s policies for budget
adoption and governance team procedures for
monitoring budget implementation?



                                            www.gsba.com
                        DOMAIN VII: FINANCE                                                     38


                                  Roles and Responsibilities



              BOARD                                          SUPERINTENDENT
• Approves annual budget                                 • Recommends annual budget to the
  recommended by the Superintendent                        board for adoption

• Reviews and approves budget each                       • Presents recommendations for
  month for adjustments                                    budget adjustments at each monthly
                                                           board meeting
• Shares significant changes and
                                                         • Prepares board member in
  direction of the district with the
                                                           advance for any significant budget
  community
                                                           changes

                                          www.gsba.com
    DOMAIN VIII - ETHICS                        39



ESSENTIAL QUESTIONS:
•   How does the governance team
    commit to accountability and
    capture evidence of adherence to,
    adoption, and practice of the Code
    of Ethics to ensure organizational
    effectiveness?
•   How does the governance team
    ensure your Norms & Protocols are
    being appropriately reviewed and
    followed?

                                 www.gsba.com
                    DOMAIN VIII: ETHICS                                               40


                              Roles and Responsibilities



            BOARD                                     SUPERINTENDENT
• Adopts and follows Code of
  Ethics
                                                     • Practices Code of Ethics for
• Adheres to Conflict of Interest                      Professional Educators
• Adopts and annually
  reviews Norms & Protocols



                                      www.gsba.com
Board members, especially in the school setting, often live in a fishbowl. 41
Even if your intentions are only honorable, the perception that gets created
can be very important. Adhering to the Code of Ethics. Norms & Protocols,
and Chain of Command can prevent both legal and public relations
problems within the district and enhance your role within the community.




                                   www.gsba.com                        41
The New Role of the Board
As Lead Learner
TRADITIONAL
SCHOOL BOARD ROLES
& RESPONSIBILITIES
➢Hire the superintendent
➢Approve the budget
➢Approves the hire of employees
 on recommendation of the
 superintendent
➢Sets policy
➢Advocacy
➢Engages the community
SCHOOL BOARDS TODAY
➢ Hire the superintendent
➢ Approve the budget
➢ Set the district vision
➢ Develop a strategic plan (with input from
  superintendent & stakeholders)
➢ Establish professional development
➢ Educate the community
➢ Engage the business community (Rotary, business
  & faith groups, chambers)
➢ Approve the hire of employees on
  recommendation of the superintendent
➢ Set policy
➢ Advocate locally, statewide & nationally
➢ Are part of the team that is held accountable for
  school/student achievement
TABLETOP DISCUSSION
Discuss how these added
responsibilities have changed the
role of the Board and the
Governance Team
                                                                                          46



   Whose Responsibility Is It?
1. Recommend personnel for employment      7. Study achievement of individual students
        Superintendent                     or teachers
2. Set goals for the school system                 Superintendent
        Board & Superintendent             8. Identify procedures for selecting student
3. Evaluate principals                     body president
        Superintendent                             Superintendent
4. Adopt policies for the school system    9. Approve system calendar
        Board                                      Board
5. Inspect school buildings/campuses       10. Approve field trips
        Superintendent & Board                     Superintendent & Board
6. Investigate citizens’ complaints        11. Interview football-coaching applicants
        Superintendent                             Superintendent

                                     www.gsba.com
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Each local board of education must have adopted a
local code of ethics policy which includes the model
provided by the State Board of Education.
                       TRUE
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If I hear by the grapevine that a teacher in our
system is having an affair with another teacher, I
should reprimand them both.
                     FALSE
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It is OK to discuss personnel items while in
executive session.
                      TRUE
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The superintendent refuses to employ a person I consider
best qualified to fill a vacancy in our district. If I can
convince the rest of the board to go along, we can legally
require the superintendent to employ the individual.
                         FALSE
                          www.gsba.com                51
                                                            52




My spouse is a bus driver in my school district and is up
for promotion to a supervisory position. I must recuse
myself when the vote is taken on this action.
                         TRUE
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After the board meeting has started, I want to
add another item to the agenda. To do so, I
need the support of a majority of the board
members.
                    TRUE
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I am a veteran board member with many years of
experience. As a result, I do not have to participate in
any training sessions designed for local school board
members.
                        FALSE
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A vendor that sells products to the school district wants
to take me to the Masters Tournament. I don’t consider
this a conflict because the vendor is not related to me.
                         FALSE
                         www.gsba.com                55
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I was elected by the people to run the school
district and I don’t care about following rules and
regulations.
                      FALSE
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                 A good
                 school
               board does
               not run the
               schools; it
                ensures
                they are
                well run.

www.gsba.com
                                                   58




              THANK YOU!

Please complete the evaluation and fill out your
                 credit form.



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                                 Contact Us
                                                                   59
                                 Board Development
                                 Toll-Free (877) 404 -7707
                                 Main (770) 962 - 2985


                                 Samuel King, Ed.D.

                                 Director of Board Development &
                                 Superintendent Search Services



CONTACT US
                                 sking@gsba.com
                                 (770) 822 - 3628


                                 Donna Hinton, Ed.D.

                                 Senior Board Development
   www.GSBA.com                  Specialist
                                 dhinton@gsba.com
                                 (770) 822 - 3642


                                 Julia Bernath

                                 Board Development Specialist
                                 jbernath@gsba.com
                                 (770) 682 -1188
                  www.gsba.com