MARCH/APRIL 2019
V ol. 8 7, N o . 2
Balance C O L L E C T I V E •B A R G A I N I N G • S U P E R I N T E N D E N T •S T R E S S & S U C C E S S
F
or most school board members,
balance. Even the decision on wheth-
longevity and the candidate pool for
service to their communities
er to take up an issue or not can
school administrators. As you will
is a calling, something aside from,
challenge the balance in an orga-
read starting on page 6, they identify
and in addition to, their work-life
nization. In education, data-driven
stressors and make recommendations
balance.
decision-making must coexist with
for school boards and superintendents
perceptions, subjectivity, and per-
finding the balance to ensure positive
sonal factors.
long-term relationships. While the
A superintendent’s commitment to public education is both calling and career, and also requires balance.
“The school superintenden-
organizational health of the district
cy has become a complex role hold-
is paramount, the well-being of the
In IASB’s 2018 member survey,
ing the ultimate responsibility for
individuals entrusted with the work
most school board members said
the organization in which it serves,”
is a key concern.
their top motivation for board service
opens Dean Romano in “The ideal
One of the most critical and
was believing in the value of public
superintendent candidate,” start-
daunting roles of the board of edu-
education. The comments drilled
ing on page 12. In identifying such
cation is contract negotiations. Strik-
down into several specific factors,
characteristics, Romano found that
ing that balance is always critical,
among them connecting the com-
“everything is important,” which will
and as administrations and laws
munity and the schools, becoming a
not surprise many board members
change, so does collective bargain-
taxpayer watchdog, providing more
and superintendents. What might
ing. IASB recently offered insights
opportunities for students, ensuring
surprise is the role balance plays
into the collective bargaining pro-
financial accountability, and setting
among those factors. “Balance is the
cess via regional workshops. Attor-
an example for civility and non-con-
act of spreading one’s life out in such
neys Melissa D. Sobota and Shelli L.
tentious public service.
a way that each area of importance
Anderson of Franczek P.C. presented
No matter what their reasons
for an individual carries an appropri-
the workshop in Naperville and were
are for serving, adding school board
ate level of focus. Establishing and
kind enough to share this important
service to their lives requires an addi-
maintaining some level of balance is
information with our readership. We
tional measure of balance, as does
critical,” Romano says.
thank them and all the participants
balancing these motivations with
Romano’s results mirror what
in the workshop, and encourage
those of fellow board members and
IASB found last year. In separate
readers to check out the article on
the district as a whole.
surveys, school board members and
page 20.
In this issue of The Journal, we
superintendents cited “leadership
It’s been said that the key to keep-
consider balance, and how to react
skills” and “honesty and fairness”
ing your balance is knowing when
if things become unbalanced, espe-
as the top qualities desired in super-
you’ve lost it. Balance is difficult to
cially when it comes to the relation-
intendents.
achieve and harder to maintain, but
ships between boards of education
In “Stress, stressors, superinten-
worth the effort, especially in the
dents, and school boards,” authors
important work of public educators.
Every decision made by public
Adam Ehrman and Lora Wolff discuss
— Theresa Kelly Gegen, Editor
education leaders in Illinois requires
superintendent stress as it relates to
and superintendents.
tgegen@iasb.com
TABLE OF CONTENTS
M A R C H / A P R I L
FEATURE ARTICLES 6
Stress, stressors, superintendents, and school boards By Adam Ehrman and Lora Wolff A survey conducted by former and current superintendents in Illinois leads to the conclusion that school boards should consider stressors and the impacts of stress on school superintendents, both in terms of the individual’s physical and mental health and the long-term impacts on the school district.
12
The ideal superintendent candidate as viewed by Illinois school board members and superintendents By Dean Romano A survey of school board members and a qualitative interview process outlines the key characteristics for success in the superintendency.
20
Trends in collective bargaining in 2019 By Melissa D. Sobota and Shelli L. Anderson Changes, including a new governor, an amendment to the Illinois Pension Code, the U.S. Supreme Court’s Janus decision, and a national rise in activism among teachers will all influence collective bargaining in the coming years.
2 0 1 9
Vol. 87, No. 2 ILLINOIS SCHOOL BOARD JOURNAL (ISSN-0019-221X) is published every other month by the Illinois Association of School Boards, 2921 Baker Drive, Springfield, Illinois 62703-5929, telephone 217/528-9688. The IASB regional office is located at One Imperial Place, 1 East 22nd Street, Lombard, Illinois 60148-6120, telephone 630/629-3776. The JOURNAL is supported by the dues of school boards holding active membership in the Illinois Association of School Boards. Copies are mailed to all school board members and the superintendent in each IASB member school district. Non-member subscription rate: Domestic $18 per year. Foreign (including Canada and Mexico) $21 per year. PUBLICATION POLICY IASB believes that the domestic process functions best through frank and open discussion. Material published in the JOURNAL, therefore, often presents divergent and controversial points of view which do not necessarily represent the views or policies of IASB. Kara Kienzler, Associate Executive Director Theresa Kelly Gegen, Editor Gary Adkins, Contributing Editor Heath Hendren, Contributing Editor Britni Beck, Advertising Manager Katie Grant, Design and Production
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PRACTICAL PR
The secret to meaningful and engaging communication
Communication is a mentality and not an action. By Adam Harris
Adam Harris is communications coordinator, and “Head of Communications and Storytelling” for Arlington Heights SD 25
I
’m scared, a lot.
When I sat down to write this
To be vulnerable, by definition,
I walk around the world,
article, about how vulnerability
means to be susceptible to physical
full of fear. I’m fearful of making a
enhances trust, engagement, and
or emotional attack or harm. Yikes!
mistake, looking or feeling stupid,
eventually your communication prac-
Knowing that, why would anyone
being judged, making someone angry
tices, I didn’t know where to begin.
want to volunteer his or her vulner-
with me, feeling disappointment from
So, I began with myself. I began with
ability? Our basic definition and
others, being and living unhealthy –
being vulnerable. I began with the
belief in being vulnerable might get
basically, I’m scared of letting go of
only roadblock that could keep us,
us hurt, physically or, even worse,
control of any aspect of my life, so, I
you (the reader) and me (the writer),
emotionally.
work extremely hard, every moment
from having a pure relationship the
of every day, to keep that control.
rest of this article: my fears.
vulnerability, answer the question
The funny thing is, though, the
Effective communication with an
again. When was the last time you
desire to have complete control of
audience, no matter the size, starts
were vulnerable? Think about who
my life is actually not achievable.
with the proper mentality and not
you were vulnerable with. I’m willing
It’s a farce. It’s a story I tell myself
from particular strategies or actions.
to bet it was not with a co-worker,
that helps me calm down and focus
Should we Tweet it? What about Face-
your boss, school board members,
on the task at hand. And my current
book, is that the best way to commu-
a resident, a parent in the district,
task is to write this article and shed
nicate? No, mailing is the best way. Is
or even your own parents, siblings,
some light on what creates engage-
a great website is the most effective.?
or your very own kids. I bet the last
ment with an audience.
How about a megaphone, is that the
time you were truly and authentically
best way? All of those questions are
vulnerable was with your significant
white noise to me when anyone in
other, spouse, boyfriend or girlfriend,
my district walks into my office for
therapist, life coach, best friend or
advice.
your pet.
So, what is the key to engaging and effective communication? The one word answer to that question is “vulnerability.” Yes, vulnerability creates fear,
My answer to my colleagues is
We allow ourselves to become
doubt, nerves, and anxiety, but it also
always the following: “[Insert commu-
vulnerable with people (and/or ani-
creates joy, connection, excitement,
nication technique here] is the most
mals) who cannot hurt us and who
thrill, and relationship. Relation-
engaging, as long as it comes from a
will not judge us.
ship — the core of communication.
vulnerable and authentic place.”
A bad or distrustful relationship with an audience and engagement
2
Now, knowing the definition of
The truth is, that these people (and/or animals) are the ones we
What is vulnerability?
trust the most. They are the most
will decrease when communicating.
When was the last time you were
important relationships in our lives,
A good or trustworthy relationship
vulnerable? I mean, truly and gen-
the ones that teach us how to look
with an audience and engagement
uinely vulnerable and not with just
at vulnerability as a gift rather than
will increase.
surface level fears or worries.
a fear. For example, if those whom
THE ILLINOIS SCHOOL BOARD JOURNAL / MARCH-APRIL 2019
you are vulnerable with are your most
knows, it might feel amazing! You
important relationships, wouldn’t it
might feel so free after, that you
make sense, that becoming vulnerable
branch it out to sharing vulnerabili-
not only opens you up to harm and
ties with the union president or your
pain, but it also opens you up to joy,
superintendent or, even, a difficult
connection, and relationship?
and aggressive resident/parent within
Those people feel special, and,
your district. You give up a little con-
thus, return to you a gift of their own
trol, but you establish a relationship
vulnerability. Back and forth it goes
that leads to trust, connection, and
until the relationship is as strong as
ultimately solutions.
it needs to be. It is full of trust. It is full of connection.
deed. The more you voice your vul-
your jobs
nerabilities, the more you empower yourself in any situation, and the more power and control you have.
box and shout my beliefs. My time is
It’s working right now. I’m notic-
almost up so let’s apply this directly
ing I’m feeling less scared, thus, I need
to your jobs and your communities.
less control, 877 words later, than I
I encourage you, moving forward,
did at the beginning.
to express a vulnerability to a peer ability can be something as simple as, going to think of our five-year budget
of vulnerability, is contagious. Who
BOARD OF DIRECTORS Abe Lincoln Bill Alexander
Northwest Chris Buikema
Blackhawk David Rockwell
Shawnee Sheila Nelson
Central Illinois Valley Tim Custis
South Cook Denis Ryan
DuPage Thomas Ruggio
“I’m scared of what the community is
That little share, that little bit
Immediate Past President Phil Pritzker
Corn Belt Mark Harms
once a week for a month. That vulner-
and I’m scared to discuss it.”
Vice President Thomas Neeley
The funny thing about vulner-
Applying this ‘millennial’ junk to
to climb on my vulnerability soap-
Treasurer Linda Eades
ability is, it’s contagious. It spreads, like a smile or a compliment or a good
I so appreciate this opportunity
President Joanne Osmond
Columns are submitted by members of the Illinois Chapter of the National School Public Relations Association
cartoon
Egyptian John Metzger
Southwestern Mark Christ Starved Rock Simon Kampwerth Jr. Three Rivers Rob Rodewald
Illini Michelle Skinlo
Two Rivers Tracie Sayre
Kaskaskia Linda Eades
Wabash Valley Dennis Inboden
Kishwaukee Mary Stith
West Cook Carla Joiner-Herrod
Lake Ann Dingman
Western Sue McCance
North Cook Barbara Somogyi
Service Associates Jason Vogelbaugh
Board of directors members are current at press time.
IASB is a voluntary association of local boards of education and is not affiliated with any branch of government.
M A R C H - A P R I L 2 0 1 9 / T H E I L L I N O I S S C H O O L B O A R D J O U R N A L
3
INSIGHTS
Taking the next step “‘Delay the positive, dispatch
an enjoyable experience can make it
days before seeing a new movie that
the negative: Anticipation itself is
all that much sweeter,’ according to
just came out, plan your big vacation
pleasurable and looking forward to
[author Tim]Bono. ‘Wait a couple of
for later in the summer and try to take time to savor each bite of dessert,’ Bono says. ‘On the flip side, get negative tasks out of the way as quickly as possible. Anticipation will only make them seem worse.’”
www.iasb.com OFFICE OF THE EXECUTIVE DIRECTOR Thomas E. Bertrand, Executive Director Benjamin S. Schwarm, Deputy Executive Director Meetings Management Carla S. Bolt, Director Executive Searches Thomas Leahy, Director Timothy Buss, Consultant Jim Helton, Consultant Dave Love, Consultant Alan Molby, Consultant ADVOCACY/ GOVERNMENTAL RELATIONS Benjamin S. Schwarm, Deputy Executive Director Susan Hilton, Director Zach Messersmith, Director Deanna L. Sullivan, Director Ronald Madlock, Assistant Director OFFICE OF GENERAL COUNSEL Kimberly Small, General Counsel Legal Services Maryam Brotine, Assistant General Counsel Debra Jacobson, Assistant General Counsel Policy Services Angie Powell, Director Brian Zumpf, Director Ken Carter, Consultant Boyd Fergurson, Consultant
IASB OFFICES 2921 Baker Drive, Springfield, Illinois 62703-5929 217/528-9688 Fax 217/528-2831
4
ADMINISTRATIVE SERVICES Jennifer Feld, Associate Executive Director/ Chief Financial Officer MEMBER SERVICES Dean Langdon, Associate Executive Director Board Development Sandra Kwasa, Director Nesa Brauer, Trainer Field Services Reatha Owen, Senior Director Larry Dirks, Director Perry Hill IV, Director Laura Martinez, Director Dee Molinare, Director Patrick Rice, Director/Equity Director COMMUNICATIONS/ PRODUCTION SERVICES Kara Kienzler, Associate Executive Director Gary W. Adkins, Director/Editorial Services Theresa Kelly Gegen, Director/Editorial Services Heath Hendren, Director/Editorial Services Jennifer Nelson, Director/Information Services Katie Grant, Assistant Director/Production Services
— “Grin reaper: Achieving work/ life balance is confusing; How about working on happiness?” by Marco Buscaglia, Career Builder/Chicago Tribune, January 20.
“S o, what ’s t he d i f ferenc e between stress and burnout? Stress is inevitable. Burnout isn’t. While stress is our response, burnout is the accumulation of excessive stressors over time, which results in unmanageable stress levels.” — “62 Stress Management Techniques, Strategies & Activities,” Positive Psychology Program, February 2018.
“... Collective bargaining sometimes generates pressures that can lead board members to forget their original priorities ... Before you start negotiations, remember that only three things are really being negotiated: money, power, and job security. ... Negotiating from a management viewpoint is not a matter of winning or losing, but rather a measurement of the degrees of loss. ... The psychology of collective bargaining dictates that ‘winning’ creates far more problems in the long run than ‘giving up’ relatively little.”
One Imperial Place, 1 East 22nd Street, Suite 20 Lombard, Illinois 60148-6120 630/629-3776 Fax 630/629-3940
— “Preparing for negotiations,” by Ronald R. Booth, presented at “An Introduction to Collective Bargaining for School Board Members and Administrators,” November 19, 2004, Chicago.
THE ILLINOIS SCHOOL BOARD JOURNAL / MARCH-APRIL 2019
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P R O U D L Y
S E R V I N G
T H E
P U B L I C
S E C T O R
FEATURE A S TRO T IRCYL E
Stress, stressors, superintendents, and school boards By Adam Ehrman and Lora Wolff
Adam Ehrman, Ed.D., began the superintendency at the age of 29 and is currently the superintendent of schools at the New Berlin CUSD 16. Lora Wolff, Ph.D., served as superintendent for the Keokuk, Iowa School District and is currently an associate professor of Educational Leadership at Western Illinois University.
6
W
hen the doctor asked Adam
institutions.” Research indicates
how long he had had high
ongoing stress impacts one’s health
blood pressure, it was like a punch
— causing detrimental diagnoses
to the gut. The second punch landed
in physical health such as high
when the doctor asked about his
blood pressure, heart attack, or
weight.
stroke; and mental health out-
Then there’s Lora, who was trudging along in the local Walmart
comes such as depression and anxiety.
late one evening after a particularly
If the research on stress is
challenging day as superintendent.
accurate, will superintendent lon-
A person seemed to be following her
gevity be a growing concern for
from aisle to aisle. Eventually, the
districts and school boards? Will
constituent approached her and
superintendents leave the position
said, “I’m so sorry about your ill-
entirely? Will the candidate pool for
ness.” Taken aback, Lora replied
open positions be shallower?
something like, “Oh, I’m fine. Just tired.”
Stress and stressors
A lthoug h we had two ver y
Although the word “stress” is
different experiences, each of the
commonly used in everyday con-
authors had to confront the fact that
versations, its definition is a bit
the stress of being a superintendent
elusive. For the purposes of the
was having negative effects. Our
study, the definition was based on
experiences eventually served as
the Harvard Medical Dictionary:
the basis for an interest in, and the
an innate survival response. The
Superintendents and their
study of, the impact of superinten-
definition also includes the release
administrative assistants
dent stress.
of hormones, physical symptoms
To ex plor e t he i mp a c t o f
Although the topic of super-
(e.g., increased blood flow to the
superintendent stress, 177 super-
intendent stress may be perceived
heart or brain), an energy surge,
intendents across central Illinois
as a recent development, over 60
and ultimately damage as the result
(from the Two Rivers, Abe Lincoln,
years ago W.B. Spaulding noted
of ongoing chronic stress. In addi-
Western, Central Illinois Valley,
that “superintendents have more
tion to stress, the study explored
and Illini divisions) were surveyed.
anxiety than any other people who
stressors, the things that cause
Each superintendent’s administra-
I have tested outside of mental
superintendent stress.
tive assistant was also invited to
THE ILLINOIS SCHOOL BOARD JOURNAL / MARCH-APRIL 2019
respond to a parallel survey on their
unit district superintendents (78
level of stress they are likely to
superintendent’s stress. The admin-
percent ) with over two-thirds from
experience? Forty percent of the
istrative assistants were included
districts under 1,000 students. Over
superintendents in the study moder-
to compare the superintendent’s
60 percent of superintendents had
ately underestimated the amount of
perceptions with the perceptions of
only been a superintendent in one
stress that comes with the position.
someone who worked closely with the superintendent. In other words, do the perceptions match? Of the 177 surveys sent, 149
“... it is important to consider what the findings
superintendents and 146 admin-
mean for school boards, their superintendents, and
istrative assistants responded.
their districts. By examining the stressors, it may be
W hen the superintendents and administrative assistants were
possible to positively affect superintendent longevity.”
matched, there were 131 exact pairs. Personal demographics (e.g., age, gender, marital status, num-
district with the largest percentage
However, almost 19 percent great-
ber of children) of the responding
(35 percent) of superintendents hav-
ly underestimated the amount of
superintendents were requested.
ing served between five and eight
stress. That means a whopping 59
The majority of superintendent
years.
percent of superintendent underes-
respondents were male (75 percent),
timated the stress of the position.
white (99 percent), married but nev-
Perceptions of the level of stress
er divorced (75 percent) with two
of the superintendency
children (46 percent).
Stress on the superintendents’
If the research is accurate and
personal and professional lives
Additionally, each district’s
the superintendency is a stress-
The impact of stress on the
demographics were also collected.
ful position, are superintendents
superintendents’ personal and pro-
The majority of responses were from
entering the role fully aware of the
fessional lives was also an area of
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MARCH-APRIL 2019 / THE ILLINOIS SCHOOL BOARD JOURNAL
7
Table 1
Matched Respondents’ Potential Sources of Stress Administrative Assistant Mean
Superintendent Mean
Difference in the Means
Regularly Changing State and Federal Regulations
3.17
3.71
0.54
Inadequate School Finances
3.08
3.60
0.52
The Time Required by the Job
2.92
3.29
0.37
ESSA
2.60
3.18
0.58
School Board Members
2.73
3.17
0.44
The Number of Insignificant Demands
2.49
3.12
0.63
Demands of Special Interest Groups
2.22
2.78
0.56
Expectations of Quick Response to Emails or Phone Calls
2.08
2.75
0.67
Students’ High Stakes Test Performance
2.40
2.72
0.32
Job Performance of the Building Principals/Administrators
2.20
2.59
0.39
Working Conditions
2.06
2.46
0.40
Superintendent Evaluation and Contract
2.06
2.31
0.25
Job Performance of the Central Office Staff
1.81
2.16
0.35
Average of the Means
2.45
2.91
0.46
Matched Response for the Superintendent and Administrative Assistant Pairs
exploration. Based on the survey,
assistants were asked to rate 13
47 percent of superintendents have
sources of superintendent stress
considered changing their career
from “no stress” to “a very great
due to stress and over 76 percent
amount of stress”. Table 1 (above)
stated that the superintendency
presents the matched pair means
has affected their sleep patterns
for each source of stress for both
and has negatively impacted their
the superintendents’ and admin-
hea lth. Si xt y-three percent of
istrative assistants’ perceptions.
superintendents noted concern
It is interesting to note that
about how the job is negatively
the potential sources of stress of
impacting their current lives while
the matched pairs revealed that
46 percent are concerned about the
the responses from the adminis-
long-term impact.
trative assistants consistently rated the source of stress as having
8
Sources of
less impact than did their corre-
superintendent stress
sponding superintendent. While
Given that superintendents
the superintendents considered the
are considering career changes
13 stressors as almost “a moderate
as well as having sleep and health
amount of stress”, their adminis-
issues, the sources of the stress are
trative assistants considered the
important to consider. Superin-
stre s sor s a s clo ser to “a l it t le
tendents and their administrative
amount of stress.”
THE ILLINOIS SCHOOL BOARD JOURNAL / MARCH-APRIL 2019
The top five stressors noted by the matched pairs (superintendents and their administrative assistants) were
Table 2
Superintendents’ and Administrative Assistants’ Responses to Managing Stress
1. Regularly changing state Stress is managed…
Sn
Percentage
AAn
Percentage
2. Inadequate school finances;
Extremely Poor
2
1.3
0
0
3. Time required by the job;
Below Average
23
15.4
7
4.8
4. ESSA (The federal Every
About Average
73
49.0
47
32.2
Better Than Average
42
28.2
53
24.7
Exceptionally Well
9
6.0
36
2.1
149
100
149
100
and federal regulations;
Student Succeeds Act); and 5. School board members.
Total
While the matched pairs (super-
Sn=number of superintendent respondents; AAn=number of administrative assistant respondents
intendent and their administrative assistants) ranked the top five
top five stressors in the “moderate
Both superintendents and their
stressors in almost the same order,
amount of stress” category, whereas
administrative assistants were asked
the overall difference in the average
the average of the top five means
how well the superintendent man-
of the means was 0.54. The average
for the superintendents would put
aged stress (see Table 2, above).
of the top five means for the admin-
the top five stressors in the “consid-
Overall, the administrative assistants
istrative assistants would put the
erable amount of stress” category.
reported their superintendent was
MARCH-APRIL 2019 / THE ILLINOIS SCHOOL BOARD JOURNAL
9
about average (32 percent) or better
of the lives of superintendents who
and the school board is particularly
than average (25 percent) at man-
are tasked with leading K–12 public
problematic.
aging stress. Forty-nine percent of
educational institutions.
Could superintendents believe
superintendents felt they were about
The first step is for superinten-
that if they admit to the board that
average in managing stress; just over
dents, individuals going into the
they are overly stressed, there will
15 percent felt that they were below
superintendency, and school boards
be negative consequences? Will the
average at managing stress.
along with the public to recognize
superintendent be seen as weak?
that the superintendency is an excep-
Unfit for the position? Or do school
What does this mean
tionally stressful position and one in
boards and administrative assis-
for school boards?
which stress is unavoidable. It was
tants assume that superintendents
With school boards identified
clear from the survey data that the
are well-compensated for the stress
in the top five stressors for both the
majority of superintendents acknowl-
that they are under? Or is the “if you
superintendents and their admin-
edged they are currently stressed.
can’t stand the heat, get out of the kitchen” mentality in play? In examining the list of stress-
“Could superintendents believe that if they admit
ors with the greatest impact, several are beyond the control of the super-
to the board that they are overly stressed, there
intendent and school board (e.g.,
will be negative consequences? ... Or do school
changing regulations, inadequate
boards and administrative assistants assume that
school finances, and ESSA). Three areas, though, are within the scope
superintendents are well-compensated for the stress
of superintendents and school boards
that they are under?”
to address: the time required by the job, school board members, and the number of insignificant demands. How can superintendents and school
10
istrative assistants, it is important
The next step is for those work-
boards address the time required by
to consider what the findings mean
ing closely with the superintendent
the superintendency? Might these
for school boards, their superinten-
to be aware of the level of stress relat-
be addressed by assigning respon-
dents, and their districts. By exam-
ed to the position. With 63 percent
sibilities to others and prioritizing
ining the stressors, it may be possible
of the superintendents concerned
responsibilities?
to positively affect superintendent
about how stress was negatively
Additionally, conversations
longevity.
impacting their lives, it is troubling
about how school boards may inad-
The research, including that of
that only 21 percent of the admin-
vertently be adding to the stress
Waters and Marzano, is clear that
istrative assistants were concerned
need to occur in an open and honest
there is a relationship between the
with how the stress of the superin-
environment without fear of reper-
longevity of the superintendent
tendency was negatively impacting
cussions. As Nita Hawk and Barbara
and academic achievement and the
the superintendents’ lives. It makes
Martin stated in “Understanding and
operation of the district. The lon-
one wonder if others close to the
Reducing Stress in the Superinten-
ger a superintendent’s tenure, the
superintendent (e.g., school board,
dency,” boards of education must
higher the student achievement
administrative team, central office
recognize the challenges facing
and the smoother the operations of
staff, or immediate family mem-
their superintendents and provide
the district. Based on that, and the
bers), do not perceive the impact of
essential programs to sustain the
results of our study, changes to the
stress. A potential disparity of per-
wellness of these leaders. Finally,
superintendency could improve the
ception of the negative impacts of
the insignificant demands on the
performance, longevity, and quality
stress between the superintendent
superintendent should be addressed.
THE ILLINOIS SCHOOL BOARD JOURNAL / MARCH-APRIL 2019
Priorities need to be set jointly by
the problem can lead to signifi-
superintendents and school boards
cant negative repercussions for the
to provide a focus for the district’s
superintendent, the district, and the
work. School boards need to care-
school board.
fully review their requests for infor-
Boards of education need to
mation and reports. Furthermore,
acknowledge that superintendents
an analysis of the demands by staff,
are not machines that can continu-
parents, and constituents need to be
ally absorb the increasing demands
reviewed and prioritized by school
of the profession without negative
boards and the superintendent.
consequences. As Thomas E. Glass
Almost half of the superinten-
and Louis A. Franceschini concluded
dents in the study had considered
in The State of the American School
changing their career due to stress.
Superintendency: A Mid-Decade
The stressors discussed above are
Study, “Coping, understanding, and
likely to contribute to the consid-
reducing superintendent stress should
eration of a career change. It is of
be a high priority for school boards and
interest to note that fewer than 20
professional associations.” According
percent of the administrative assis-
to several studies, chronically stressed
tants believed that their superin-
superintendents will eventually suc-
tendents had considered changing
cumb to the negative impacts of stress,
their career due to stress. This sug-
such as anxiety, burnout, depression,
manage the stressors that come with
gests that superintendents may be
high blood pressure, heart attack, obe-
the position, district performance may
concealing the impact stress is hav-
sity, and stroke. If boards of education
suffer, superintendent turnover will
ing on their lives. Superintendents
do not recognize the superintendent’s
increase, and a shallower pool of can-
should not minimize or conceal the
stress and look for ways to provide
didates will be available to fill a critical
impacts of stress because ignoring
opportunities for superintendents to
leadership role. The rest of the story We began the article with our personal stories related to superintendent stress. The rest of the story is that Adam took up swimming, biking, and running to manage the stress of the superintendency and completed his first Ironman (2.1-mile swim, 112 miles on the bike, and a marathon run). Lora took the path of many superintendents and chose to leave the superintendency at 54. She now focuses her energies on preparing future principals and superintendents. Resources Links to the resources in this story can be accessed at blog.iasb. com/p/journal-resources.html.
MARCH-APRIL 2019 / THE ILLINOIS SCHOOL BOARD JOURNAL
11
FEATURE ARTICLE
The ideal superintendent candidate As viewed by Illinois school board members and superintendents By Dean Romano
Dean Romano Ed.D., serves as the assistant superintendent for business services for Geneva CUSD 304. With over 12 years of experience in school business administration, he has served in numerous leadership capacities within the Illinois Association of School Business Officials and currently serves as a member of the board of directors.
T
he school superintendency has
the situational needs of every aspect
new superintendent — arguably the
become a complex role holding
of their school district.
single most important responsibility
the ultimate responsibility for the orga-
The challenges of the role of
of a school district board of education
nization in which it serves. It has been
superintendent have created a setting
— during their elected term of office.
ever-evolving, according to studies,
within the profession that finds the
The research study used as the
since its inception in 1837. Today’s
longevity of a superintendent within
basis for this article used a mixed
superintendents act as chief executive
a single district to be limited. The
method design to extrapolate a vision
officers of the school board, engage in
work of William L. Sharp and James
for the ideal superintendent candi-
system leadership, provide personnel
K. Walter refers to two studies that
date for an Illinois school district.
management, build and administer
found the tenure of superintendents
There were two separate phases
the school district budget, oversee
as four and 4.6 years in a given dis-
during this research, the second
the operations and maintenance of
trict for each study. In another study,
building on the first.
all facilities, and serve as leaders for
overall career length for a superin-
A quantitative methodology gath-
the educational system and its stake-
tendent was found as 7.9 years. With
ered data from both Illinois superin-
holders. With such a wide array of skills
this level of turnover, board of educa-
tendents and school board members
needed for success, individuals within
tion members are likely to be faced
through a survey. The resulting data
the role must work diligently to meet
with the search and selection of a
were then analyzed to answer seven predefined questions that looked at perceptions of the ideal superintendent candidate. These questions separated perceptions between respondent characteristics for the purpose of better understanding variance between key factors. The researcher then used the quantitative findings to identify important and interesting findings from this analysis, which formed the basis for the second phase of the research. Phase two followed a qualitative methodology that incorporated live interviews with intentionally selected participants from both the
12
THE ILLINOIS SCHOOL BOARD JOURNAL / MARCH-APRIL 2019
superintendent and school board
The interview data and analysis
planned for analysis, the data collected
member populations. The import-
provided rich insight into some of the
within the quantitative phase of the
ant and interesting findings pulled
large themes previously discussed.
research study definitively identified
from phase one were wrapped into
Within this analysis, three themes
that a variance in perceptions exists
a series of interviews with each
stand out, including
between male and female respon-
participant to build an enhanced
• Humor;
dents. This is evident in the fact that
understanding of the initial findings
• Emotional Intelligence; and
19 of the 22 standard subcomponents
or uncover new perspectives from
• Balance.
used in the survey were found to have
these participants. At the conclusion
To unpack each of these, it is
a statistically significant relationship.
of these interviews, the data were
important to identify which standard
This was more than any other factor
reviewed and important themes
subcomponent they relate to. Humor is
analyzed in the study. Six of the 19
identified. Each of these themes
a combination of the subcomponents of
held a small-to-medium practical sig-
was then explored and explained
both Strong Communication Skills and
nificance and one, Managerial Skills,
using the voices of the participants
Community/Public Relations. Within
held a medium practical significance.
to illustrate the findings.
the interview themes, it also closely
Because of these findings, questioning
ties with stakeholder relationships.
was included in the qualitative phase
One superintendent spoke of humor
regarding perceptions relating to gen-
in that, “you have to be able to connect
der. Interestingly, when asked “How do
with people.”
you feel female and male superinten-
Data analysis The interview data provided insight into the quantitative findings for many of the superintendent standard
Emotional Intelligence also
dents differ in their priorities?” and
subcomponents. This was particularly
relates to Strong Communication
“How do you feel female and male
true with regards to the subcompo-
Skills. It connects with communi-
school board members differ in their
nents found to be most important. In
cation as part of receiving inference
priorities?” the respondents indicated
combining the top five most highly
from another person to recognize
that the demographic characteristic of
ranking standard subcomponents
their experience, so as to be able to
gender did not have an impact on prior-
of both superintendents and school
better support their needs as emo-
ities. This finding was in stark contrast
board members, seven subcomponents
tions can and do impact behavior.
to the findings from the quantitative
are identified as holding great impor-
Balance and Emotional Intelligence
analysis.
tance. These standard subcomponents
intertwine and tie back to Strong
The discrepant results from the
included
Communication Skills. Balance is the
quantitative and qualitative analyses
act of spreading one’s life out in such
pertaining to perceptions based on
a way that each area of importance
gender illuminate the need for fur-
• Strong Communication Skills;
for an individual carries an appropri-
ther inquiry. Opinions collected by
• Planning for Future of School
ate level of focus. Establishing and
interview participants indicated that
maintaining some level of balance
gender does not play a role in per-
is critical. The effects of not doing
ception of superintendent success.
• Leadership Qualities (Ethics & Values);
District; • Community/Public Relations
so can have detrimental outcomes.
However, perspectives of variance in
• Finance and Budgeting Skills;
Skills;
The themes of Humor, Emotional
leadership between men and women
• School Board Relations; and
Intelligence, and Balance appear to
were identified within the quantitative
• Problem Solving.
accentuate the importance of com-
analysis. Other studies within the lit-
munication and relationship skills
erature have reported contradictory
for success in the superintendency.
findings on gender differences. This
Of these, Leadership Qualities (Ethics & Values) was ranked as the most important subcomponent for
The final theme of significant
study found this same contradiction
both superintendents and school board
interest pulled from both phases of the
within the quantitative and qualitative
members.
research was gender. Originally not
data findings.
MARCH-APRIL 2019 / THE ILLINOIS SCHOOL BOARD JOURNAL
13
Summary of Findings
transportation management skills,
system and its stakeholders. With this
The findings of this study yield-
received more than a 1 percent rank-
level of expectation, the superinten-
ed affirmations to other research.
ing of “Not Important,” with a 3.16
dency holds high expectations for both
The overall findings of the survey
percent negative response ranking.
skills and knowledge for candidates
In other words, research shows
seeking the role. As such, the selection
upheld the importance given to the standard subcomponents based on
every subcomponent is important.
of a school superintendent is arguably
the School Superintendents Associa-
The finding that the 22 standard
the single most important responsibil-
tion’s AASA Professional Standards
subcomponents are all-important
ity of a school district’s board of edu-
for the Superintendency. When giv-
factors relating to superintendent
cation, according to Sharp and Walter.
en the opportunity for respondents
candidacy establishes the scope and
Although all of the standard
to rank a standard subcomponent as
complexity of the role. In The Mod-
subcomponents were found to be
“Not Important,” only four of the 22
ern School Superintendent, Marvin E.
important, several key themes stood
subcomponents received this rank-
Edwards explains that today’s superin-
out across both phases of the research.
ing more than 0.5 percent of the time,
tendents act as chief executive officers
These themes were identified through
out of at least 785 respondents. These
of the school district, engage in system
consistency of ranking importance,
subcomponents included Collective
leadership, provide personnel manage-
emergent data, and variance identi-
Negotiation Skills, Focus on Instruc-
ment, build and administer the school
fication. Within the ranking data, the
tion, Evaluation and Monitoring of
district budget, oversee the operations
standard subcomponent and theme of
Instruction, and Transportation
and maintenance of all facilities, and
Leadership Qualities (Ethics & Values)
Management Skills. Only the last,
serve as leaders for the educational
was found to rank first within both the superintendent and school board populations and selected by each of the interview participants as one of the most important factors. The themes
Field Services
of Humor, Emotional Intelligence, and Balance emerged from the open-ended survey and interview data. Two final themes, Financial/Budgeting Skills and
Model continuous learning; commit to continuous improvement.
Gender, stand out due to their notable variance relationships within the data. Leadership Qualities (Ethics & Values) The findings from the research analysis for this study regarding leadership ethics and values fall directly in line with the literature findings. The Superintendent as CEO, by a team of
We offer board development opportunities for board and superintendent teams in YOUR district.
Call your IASB field services director today! Springfield: 217/528-9688 Lombard: 630/629-3776
authors led by J.R. Hoyle, describes the eighth standard from Superintendent Executive Assessment Model as executive leadership and personal values and ethics. Within the AASA Professional Standards for the Superintendency, the eighth standard is “Values and
14
THE ILLINOIS SCHOOL BOARD JOURNAL / MARCH-APRIL 2019
Ethics of Leadership.” When asked to
• Accepts academic degrees or pro-
a personal set of ethics and morals
select their top three subcomponents
fessional certification only from
matched with characteristics, such
of the ideal superintendent candi-
duly accredited institutions;
as being “truthful, honest, sincere,
date, each of the four respondents
• Maintains the standards and
open and professional at all times to
listed Leadership (Ethics & Values)
seeks to improve the effective-
all people in all things” to become, as
in their top three most important
ness of the profession through
much as possible, exemplary role mod-
factors. Within the selection pro-
research and continuing profes-
els for their district and community.
sional development;
Individual character stands as tied to
cess for the superintendency, nearly every school board candidate profile
• Honors all contracts until fulfill-
includes honesty and integrity as a
ment, release, or dissolution mutu-
“Behaving with the utmost per-
desired qualification.
ally agreed upon by all contracting
sonal and professional integrity as a
parties.
superintendent is not only important,
American school superintendent “has
“Effective educational leaders act
it is essential,” according to Success
always possessed great moral author-
ethically and according to profession-
in the Superintendency. Superinten-
ity beyond its legal bureaucratic and
al norms to promote each student’s
dents who possess and demonstrate
technological professional practices,”
academic success and well-being,”
strong leadership and ethics can build
also according to The Superintendent
according to the National Policy
and receive trust and support from
as CEO. And, according to AASA, the
Board for Educational Administra-
their stakeholders. Individuals who
ethical superintendent:
The professional role of the
personal success.
tion. It is particularly important for
have practiced the ideal of public
• Makes the well-being of the stu-
superintendents to “display both
openness may suffer some discom-
dent the fundamental value of
personal and professional integrity,”
fort but, “in the end, the community
all decision-making and actions;
according to K.T. Worner in Success
is likely to support their honesty,”
• Fulfills professional responsibil-
in the Superintendency. Similarly, the
as stated in The Superintendent as
ities with honesty and integrity;
superintendent must be a moral and
CEO and further that “people will
• Supports the principle of due pro-
ethical practitioner as it is a position
follow leaders with integrity and trust
cess and protects the civil and
of responsibility and trust, according
leaders who deserve trust and have
human rights of all individuals;
to The Superintendent as CEO, which
earned it through past actions... They
• Obeys local, state, and national
also contends that CEO superinten-
are also more likely to gain the sup-
laws and does not knowingly
dents are responsible for establishing
port of a community trying to ‘size up’
join or support organizations
and maintaining the ethical and moral
that advocate, directly or indi-
conduct of staff and students.
rectly, the overthrow of the government; • I mplement s t he gover n i ng board of education’s policies and administrative rules and regulations;
As found within the analyses of this study, leadership and ethics are intertwined with success in the superintendency. As an individual serving as a superintendent, it is critical to estab-
• Pursues appropriate measures
lish a core foundational set of values
to correct those laws, policies,
as a guide. “Each superintendent must
and regulations that are not
establish a few moral precepts that he
consistent with sound educa-
or she will practice at all times,” says
tional goals;
the Hoyle team in The Superinten-
• Avoids using his or her position
dent as CEO. They should carefully
for personal gain through politi-
consider their actions each day and
cal, social, religious, economic,
ask themselves “Does this promote
and other influences;
trust and show integrity?” Forming
MARCH-APRIL 2019 / THE ILLINOIS SCHOOL BOARD JOURNAL
15
the individual to who they are entrust-
can elicit positive outcomes within
relationship and trust between teams
ing the education of their children.”
a school district. Other works show
and community. A level of under-
humor can be used to release strain
standing can be attained, which
and tension for those exposed to it and
may not be found were it not for
assist in maintaining and improving
the intrinsic benefit of the leader to
the health of the organization.
protect people from shutting down,
Humor As discussed earlier, individuals who possess humor benefit from it. The complicated role of the superintendent needs to be able to connect
respecting their emotional needs. Emotional Intelligence
“Leadership, which embraces
with internal and external stake-
The data analysis demonstrat-
the emotional side of directing orga-
holders at a basic, human level. “The
ed that emotional intelligence also
nizations, pumps life and meaning
beauty of humor is that in order for to
plays a part in superintendent suc-
into management structures, bring-
be effective it must be shared,” said
cess. In Working with Emotional
ing them to full life,” according to
C.B. Crawford in Strategic Humor in
Intelligence, Daniel Goleman states
Jeffery A. Barach and D. Reed Eck-
Leadership: Practical Suggestions for
that “the most effective leaders are
hardt in Leadership and the Job of
Appropriate Use. Crawford states that
alike in one crucial way; they all have
the Executive.
“humor is a verbal or nonverbal activi-
a high degree of what has become
ty eliciting a positive cognitive or affec-
known as emotional intelligence.”
tive response from listeners.” As such,
This knowledge of individuals and
The qualitative data identified the
humor is a form of communication that
how to connect with them feeds the
need for balance for superintendents.
Using technology to enhance your board effectiveness through online services, such as
Balance
Policy Services
PRESS, the IASB sample policy and procedure service – Use the newly upgraded interface and navigation tools to receive 24/7 internet access to PRESS, IASB’s sample board policy and administrative procedure service. Find the information you need quickly and easily with our powerful search engine and the legal, informational, and time-saving links embedded in the policies and procedures. School Board Policies Online – Let IASB publish your board policy manual online and easily navigate your manual with keyword searches, jumps to cross references, and links to legal references by using the same newly upgraded interface and navigation tools used for PRESS online. Place the IASB-supplied link to your manual on your district website to provide increased community access and awareness of your district’s governing document. BoardBook® – Learn about the advantages of electronic board packet preparation made possible through use of IASB’s BoardBook® service by scheduling a demonstration for yourself, your administrators, or your entire board.
Contact IASB Policy Services today for information: 630/629-3776 or 217/528-9688, ext. 1214 or 1154; bzumpf@iasb.com or apowell@iasb.com
16
THE ILLINOIS SCHOOL BOARD JOURNAL / MARCH-APRIL 2019
Studies confirm this claim: “It is nei-
“larger the district, the less likely it
ther effective nor healthy to work
is that the superintendent will have
hard and be on the go constantly, ”
the time to personally monitor the
say Carter and Cunningham. In So You
accuracy of the financial reports.”
Want to Be a Superintendent, William
This consistency between the study
Hayes contends that a superintendent
and the existing literature affirms that
needs to have a life outside of the office
larger school districts may hold less
to provide the opportunity to focus
significance for superintendent can-
outside of the job, “Time off provides
didacy, regarding financial/budgeting
administrators the opportunity for
skills, than other districts.
relaxation, reflection, and additional Gender
experience with family and friends”. Hayes also expounds that “one cannot
As discussed earlier, a marked
emphasize too much the need for a
variance appeared between the find-
well-rounded lifestyle that allows the
ings concerning gender within the
superintendent to become a complete human being.” Financial/budgeting skills
quantitative and qualitative analyses. districts than for the overall rankings,
This inconsistency between the survey
or that of any other respondent char-
data and interview data is notable. In
acteristic comparison. This was also
no other comparison of the data did
While financial and budgeting
the single largest variance found with-
a clear discrepancy exist, nor should
skills were found to be important
in the quantitative findings. Similar
it be viewed as an anomaly because
within the research analysis, a par-
findings were identified in research
other studies within the literature have
ticular variance was identified and
by M.A. Cataldo in Virginia in 2011, in
reported contradictory findings on gen-
worthy of highlighting. The quantita-
which larger school divisions ranked
der differences. The unique varying
tive analysis identified that the level
financial budgetary skills lower than
perspectives and leadership attributes
of importance placed on finance and
smaller school divisions. In The Mod-
of superintendents, based on gender,
budgeting skills was not as high for
ern School Superintendent, Edwards
appear minor in most cases but have
participants in large (3,500+ students)
highlights this topic, stating that the
been found to be evident.
Table 1
Summary of Themes – Key Indicators and Themes Situational
Personal Traits
Skills / Abilities
Fit for District
Balance
Communication
In-District Residency
Ethics & Values
Emotional Intelligence
Tenure
Gender
Finance & Budgeting
Genuine & Authentic
Ensuring Quality Instruction Through Leadership
Humor
Ownership Culture Problem Solving Shared Understanding Stakeholder Relationships Maintaining Leadership Focus on Student Experience Transparency Ultimate Responsibility Providing Vision & Facilitating Strategic Plans
MARCH-APRIL 2019 / THE ILLINOIS SCHOOL BOARD JOURNAL
17
Situational Leadership
include providing instructional
outcome of the study in which situa-
Returning to the lens of situ-
leadership at an individual level to
tional leadership became the means
ational leadership used to analyze
principals, through dialogue that
by which aspiring superintendents
the qualitative data, it is important
supports their needs, and bolstering
could frame their efforts within each
to emphasize the connection found
stakeholder relationships by attend-
of the Key Indicators and themes
between the leadership frame-
ing to the unique needs of differing
identified in Table 1 (page 17).
work and the findings. Many of the
groups. The themes of emotional
In honing leadership skills, rec-
highlighted themes presented in
intelligence and balance support the
ognizing both the needs of a unique
this research support a situational
model by providing understanding
audience and the needs within a topic
leadership framework to be used by
to the superintendent of both stake-
of discussion becomes critical in nav-
superintendents to guide their school
holders and self.
igating how best to interact with team
district. The use of this framework
While situational leadership
members. In “Leadership That Gets
complements the vast scope of the
was used as the theoretical frame-
Results,” Goleman identifies six leader-
role in that each area of responsibil-
work for qualitative data review, the
ship styles within situational leadership.
ity holds differing needs. Examples
theoretical framework generated an
“Each derives from different emotional
Table 2
Goleman’s Six Leadership Styles
1
The Coercive Style.
This “Do what I say” approach can be very effective in a turnaround situation, a natural disaster, or when working with problem employees. But in most situations, coercive leadership inhibits the organization’s flexibility and dampens employees’ motivation.
2
The Authoritative Style.
This style’s impact on organizational climate is not as high as you might imagine. By giving workers a voice in decisions, democratic leaders build organizational flexibility and responsibility and help generate fresh ideas. But sometimes the price is endless meetings and confused employees who feel leaderless.
5
The Pacesetting Style.
An authoritative leader takes a “Come with me” approach: she states the overall goal but gives people the freedom to choose their own means of achieving it. This style works especially well when a business is adrift. It is less effective when the leader is working with a team of experts who are more experienced than he is.
3
4
The Democratic Style.
The Affiliative Style.
A leader who sets high performance standards and exemplifies them himself has a very positive impact on employees who are self-motivated and highly competent. But other employees tend to feel overwhelmed by such a leader’s demands for excellence — and to resent his tendency to take over a situation.
6
The Coaching Style.
The hallmark of the affiliative leader is a “People come first” attitude. This style is particularly useful for building team harmony or increasing morale. But its exclusive focus on praise can allow poor performance to go uncorrected. Also, affiliative leaders rarely offer advice, which often leaves employees in a quandary.
This style focuses more on personal development than on immediate workrelated tasks. It works well when employees are already aware of their weaknesses and want to improve, but not when they are resistant to changing their ways.
Source: Goleman, Leadership That Gets Results, 2000 18
THE ILLINOIS SCHOOL BOARD JOURNAL / MARCH-APRIL 2019
intelligence competencies, works best
perspective of what current superinten-
in particular situations, and affects
dents, and the school board members
the organizational climate in different
who hire them, believe is most import-
ways.” Table 2 details each of these
ant in selecting the ideal superintendent
styles, providing a better understanding
candidate. Second, this understanding
of when each is best utilized. There is
can provide a roadmap for superinten-
a higher likelihood of success when a
dent candidates to find the professional
superintendent possesses the discern-
development and experiences needed
ment to know which leadership style to
to expand their skills and abilities, as
utilize with a staff member, given their
well as to be more reflective in their
unique needs and the topic at hand.
practice regarding the most intrinsic items. Third, when looking to hire a
Conclusion
new superintendent, these insights into
The findings from this study can
the ideal superintendent candidate can
inform the education profession in
provide school board members a start-
three distinct ways. To begin, from
ing place for the important discussion
Links to the resources in this
these analyses aspiring superinten-
leading to the development of their
story can be accessed at blog.iasb.
dent candidates can draw an informed
superintendent candidate profile.
com/p/journal-resources.html.
Resources
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• Conference information,
• governmental relations,
• and much more!
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MARCH-APRIL 2019 / THE ILLINOIS SCHOOL BOARD JOURNAL
19
FEATURE ARTICLE
Trends in collective bargaining in 2019 By Melissa D. Sobota and Shelli L. Anderson
Melissa D. Sobota and Shelli L. Anderson are attorneys with Franczek P.C. in Chicago.
A
number of changes that will
collective bargaining in our schools
impact and inf luence the
for the next few years.
collective bargaining process for years to come took place in 2018.
• Promoting early childhood education; • Rolling back the emphasis on
Impact of a new administration
school vouchers and charter
In Illinois, these changes include
During his campaign, Governor
the election of a new governor, an
J.B. Pritzker emphasized his hope to
• Supporting a $40,000 minimum
schools;
amendment to the Illinois Pension
improve the education system and
salary for public school teachers;
Code, an impactful U.S. Supreme
make Illinois a national model for
• A commitment to an equitable
Court decision, and a national rise
education. Only a month into his
in activism among teachers. Each of
term, Pritzker formed and appointed
these influences is detailed below,
members to his Educational Success
schools.
as are recommendations and pre-
Committee, which we predict will
Throu g hout h is ca mpa ig n,
dictions of how they will impact
focus on the following issues:
funding formula; • Increased f unding for K-12
Pritzker emphasized the need to promote and develop early childhood education. He has pledged to expand the birth-to-3 programs, pave a path for universal pre-K statewide, and lower the compulsory school age from 6 to 5 in an effort to ensure every child is able to benefit from the cognitive, social, and emotional benefits of early childhood education. Accordingly, we predict this year will bring about an increase in funding and/or legislation related to these initiatives. Unions may capitalize on this opportunity to discuss early childhood education at the bargaining table or request impact bargaining, provided new legislation is enacted that will affect the wages, hours,
20
THE ILLINOIS SCHOOL BOARD JOURNAL / MARCH-APRIL 2019
or working conditions of members’ employment.
In 2017, the state adopted a
and determining the financial fore-
new evidence-based funding (EBF)
cast when negotiating bargaining
Where Governor Bruce Raun-
formula, which funnels more state
agreements.
er was a vocal proponent of school
money to school distr icts w ith
choice and supportive of efforts to
greater financial needs and few-
expand charter school options in
er means to raise revenue locally.
Policies aside, the G eneral
the state, Pritzker has expressed his
Rauner signed the final changes to
Assembly amended the Illinois
belief that adequate public school
the formula in the spring of 2018.
Pension Code in June 2018, which
funding should come first. In 2017,
The goal of the funding formula
will significantly impact labor nego-
Illinois introduced Invest in Kids, a
is to have every district meet a 90
tiations in 2019. For the last decade,
new private school scholarship for
percent adequacy level. In order to
the Illinois Pension Code, 40 ILCS
low- and middle-income students,
be fully funded, the EBF formula
5/16-158, has required employer
which was funded by independent
requires an additional estimated
contributions for teacher salary
tax credits. The program launched in
$7.2 billion. In a recent speech,
increases in excess of 6 percent of
2018 and gave tax breaks to residents
Pritzker emphasized that “[e]very
the previous year’s salary. When a
who donated to private schools and
child in this state deserves a qual-
teacher retired, the employer was
offered scholarships to low-income
ity education – regardless of the
required to pay TRS contributions
families to send their children to
color of their skin, the zip code
equal to the actuarial value of the
private schools. Pritzker, however,
they come from, or the income
pension benefit that resulted from
campaigned on rolling back the
of their parents,” signaling his
any salar y increase over 6 per-
Invest in Kids scholarship program
desire to prioritize funding for
cent that was used in the retiring
and supporting a moratorium on
the EBF formula. Moreover, Pritz-
teacher’s final average salary cal-
charter schools.
Impact of 2018 legislation
ker’s appointment of Senator Andy
culation. That changed on June 4,
Accordingly, we predict that
Manar, a driving force behind the
2018, when House Bill 3342 was
Pritzker will focus his efforts on
successful movement to reform
signed into law and became Public
increasing funding for the existing
Illinois’ school funding formula, as
Act 100-0587.
public school system rather than
co-chair of the Educational Suc-
Under the current law, for con-
seeking to expand the school voucher
cess Committee further suggests
tracts entered into, amended, or
and charter school programs.
his commitment to this issue.
renewed after June 4, 2018, the
I n M ay 2 018 , t he G e ner a l
Although it appears that Pritz-
employer is required to pay the TRS
Assembly passed Senate Bill 2892,
ker intends to make education a
contribution equal to the actual val-
which would have increased the
priority during his term, his biggest
ue of a pension benefit that results
m i n i mu m s a la r y for f u l l-t i me
challenge will be to get the state’s
from any teacher salary increase
teachers in Illinois public schools
fiscal issues in order and find alter-
over 3 percent in the years used to
to $40,000 over the next five years.
native ways to increase funding for
determine the teacher’s pension.
Despite the support in the General
teachers, students, and schools.
Notably, the law provides a grand-
Assembly, Rauner vetoed the bill.
The state’s $8 billion K-12 public
fathering clause, which exempts
With the change of leadership, both
school system currently ser ves
contracts and collective bargaining
legislative chambers and the gov-
approximately two million stu-
agreements that were entered into,
ernor’s office will be led by Demo-
dents and employs approximately
amended, or renewed prior to the
crats. Accordingly, we predict that a
130,000 teachers. State funding
effective date.
similar bill to Senate Bill 2892 will
will be a key component to the suc-
There are multiple implications
be introduced early in the legisla-
cess of Pritzker’s initiatives, includ-
of this provision for employers to
tive session and will be passed with
ing fixing the underfunded pension
consider. The penalty applies if
the support of Pritzker.
system, funding the EBF formula,
the amount of a TR S member’s
MARCH-APRIL 2019 / THE ILLINOIS SCHOOL BOARD JOURNAL
21
salary for any school year used to
also include extracurricular pay,
Under a typical salary schedule,
determine the final average salary
stipends, and contr ibutions to
all teachers in the same step and
exceeds the prior year’s salary by
ta x- deferred retirement plans,
lane are paid the same salaries,
more than 3 percent. If the sala-
among other payments. Finally, the
regardless of that teacher’s skill, effectiveness, or achieved outcomes for students. As an alternative to traditional
“While the fallout [from Janus] continues to be legislated and litigated, it is important for all school districts
salary schedules, we predict school districts will attempt to tie compensation increases to more tangible
to understand that they must treat all employees
components such as funding, CPI,
covered by a collective bargaining agreement equally,
or meeting specific school district
regardless of their membership status.”
goals. We also predict that bargaining topics such as health insurance contributions, class size, plan time, professional development requirements, and responsibilities outside
22
ry increase exceeds the 3 percent
average salary for Tier I members is
the school day will be hot topics
limit, the employer must pay a pen-
calculated using the four highest,
during 2019 negotiations as school
alty to TRS equal to the present
consecutive annual salary rates
districts find ways to conser ve
value of the increase in benefits
within the last 10 years of credit-
funds and balance potential cost
resulting from the portion of the
able service. For Tier II members,
increases.
salary increase in excess of 3 per-
the average salary is the average
cent. Employers should also keep
of the eight highest, consecutive
in mind that creditable earnings
annual salary rates within the last
include more than salaries. They
10 years of creditable service.
Impact of Janus A s w idely a nticipated, the U.S. Supreme Court held by a 5-4
Although these contributions
vote that fair share agreements are
cannot be bargained away or negoti-
unconstitutional. (Janus v. AFSC-
ated as member contributions, this
ME, 585 US ___ (2018)). The central
new law will influence and impact
issue in Janus addressed whether
the parties’ priorities, strategies,
government employees who are
and limitations at the bargaining
represented by a union to which
table. In light of the modified pen-
they do not belong can be required
sion law, we predict an increase in
to pay a fee to cover the costs of
the already growing trend of school
collective bargaining. The United
districts moving away from tradi-
States Supreme Court held that the
tional salary schedules. Along with
public-sector unions’ procedure of
annual automatic raises to mem-
exacting fair share fees from non-
bers’ salaries, a salary schedule
consenting employees violated the
contains automatic salary bumps
First Amendment. The Court rea-
called “step and lane” increases
soned that forcing free and indepen-
that add to a teachers’ total com-
dent individuals to endorse ideas
pensation. “Steps” refer to tenure,
that they find objectionable raises
and “lanes” refer to the level of edu-
serious First Amendment concerns,
cation the teacher has attained.
which could not be validated by
THE ILLINOIS SCHOOL BOARD JOURNAL / MARCH-APRIL 2019
justifications such as labor peace
directed to the union or the Illinois
for the Northern District of Illinois
and avoiding the risk of free riders.
Educational Labor Relations Board.
against the Illinois Attorney General
This decision has and will con-
Despite being an anticipat-
and Illinois Labor Relations Board,
tinue to impact labor negotiations.
ed decision, we expect and have
arguing that its duty of fair repre-
Based on the decision, employers
begun to see unions engaging in
sentation was unconstitutional in
were immediately required to cease
more aggressive bargaining to prove
light of the Janus decision. Local
deducting any fair share fees from
their worth to their members. We
150 argued that the duty of fair rep-
the paychecks of any employee who
further predict an uptick in infor-
resentation violated its First Amend-
had not voluntarily signed a dues
mation requests and grievances,
ment rights by unconstitutionally
authorization card. School dis-
implementation of narrower dues
compelling it to speak on behalf of
tricts have also received a number of
revocation periods, and an assertion
non-members. In early February
demands for impact bargaining over
of members-only benefits. Beyond
2019, Judge Sharon Johnson ruled
the removal of fair share provisions
the bargaining table, we also expect
that the lawsuit could proceed. It is
in collective bargaining agreements.
there to be an increase in legislation
unclear how this lawsuit will ulti-
Among the demands districts have
and litigation over the effects of this
mately turn out, but we will con-
seen in impact bargaining include
decision. For example, shortly after
tinue to monitor and report on its
demands to receive personal contact
the Court issued the Janus decision,
progress and implications of the
information for all bargaining unit
the International Union of Operating
ultimate ruling.
employees, an opportunity to meet
Engineers, Local 150 filed a lawsuit
W hile the fallout continues
with employees and new employees
in the United States District Court
to be legislated and litigated, it is
on paid time, limitation in the optout period, limitations on district communications with employees about membership, and prohibiting
A service of the Illinois Association of School Boards
employers from sharing membership information with outside entities. Districts should tread lightly when communicating with employees about Janus and union membership so as to avoid committing an unfair labor practice. The Illinois Educational Labor Relations Act still permits employees the right to select a representative of their choosing so districts must be cautious about
Two questions to consider:
1 2
Will your district have a different superintendent for school year 2019-2020? Will your board of education have new board members after the April 2019 election?
unduly influencing an employee’s decision. Communications from the school district should contain only factual information and should not express any opinions about the
The IASB executive search consultants and field service directors want to assist you in building your new team of eight. Every IASB Superintendent Search includes an in-district workshop to help your new team get off to a quick start.
decision, unions, union dues, or employee decisions to be members or not. Rather, employees inquiring about terminating membership or
For more information contact your IASB executive search consultant or field services director at: Lombard 630/629-3776 or Springfield 217/528-9688
becoming full members should be
MARCH-APRIL 2019 / THE ILLINOIS SCHOOL BOARD JOURNAL
23
important for all school districts
In December, the teachers at Acero
in early February against the Chi-
to understand that they must treat
Charter Network in Chicago went
cago International Charter Schools
all employees covered by a collec-
on strike for smaller class sizes, a
(CICS) charter network in Chica-
tive bargaining agreement equally,
shortened school year and school
go. CICS employs approximately
regardless of their membership sta-
day, as well as a step and lane sala-
175 teachers at four schools, serv-
tus. Special benefits or compensa-
ry schedule similar to what teach-
ing approximately 2,000 students.
tion cannot be offered or given to
ers in the Chicago Public Schools
Like the teachers at Acero, the
employees based on their member-
receive. Acero Charter Network
teachers at CICS are represented
ship or non-membership status with
employs over 500 teachers and has
by the Chicago Teachers Union
a union and, until ruled otherwise,
15 schools serving approximately
(CTU). The teachers at CICS went
unions are required to continue to
7,500 students. In early December
on strike for smaller class sizes, a
fairly represent all bargaining unit
the teachers struck for four days
shorter school day, shorter school year, and most importantly, higher pay. CICS claims that CTU’s wage
“Generally speaking, [Interest-Based Bargaining] is a
proposal would “lead to financial insolvency.” The strike against CICS
more collaborative approach that dispenses with the
was ongoing at the time this article
systematic exchanging of formal, written proposals
was written. Also recently, teachers in Los
in favor of participation by many individuals
Angeles, the nation’s second-largest
and reliance on interest-based problem-solving
district, went on strike over better
techniques.”
pay, smaller class size, and increased support staff such as school nurses and librarians. This showing of activism illustrates that teachers across
employees, regardless of their mem-
before the parties reached an agree-
the country are not afraid to speak
bership status.
ment that reduced the school year,
out and strike for higher wages and
school day, and class size within the
better working conditions.
Impact of increased activism 2018 also brought a remarkable display of teacher activism. Thou-
In an effort to improve relation-
against any charter school anywhere
ships, many school districts have shift-
in the country.
ed away from traditional bargaining
sands of teachers in West Virginia,
At the same time the teach-
toward Interest-Based Bargaining
Oklahoma, Arizona, Colorado, Ken-
ers in the Acero Charter Network
(IBB). Traditional bargaining consists
tucky, and North Carolina success-
were striking in Chicago, teachers
of both sides exchanging written pro-
fully went on strike for higher wages
in suburban Geneva School District
posals and counterproposals “across
and more school funding. Unlike
304 went on strike over compensa-
the table” and is not typically a col-
strikes Illinois public school districts
tion, specifically whether to move
laborative process. Once the parties
have experienced, the teachers in
away from the traditional step and
reach a stalemate on the proposals,
these states struck against their state
lane salary schedule model. The
the parties will exchange final offers
legislatures, rather than their indi-
teachers demanded to keep it, con-
and if no agreement is reached, the
vidual school districts, in order to
sistent with comparable districts
union may call for a strike. In Illinois,
obtain wage increases and increased
within Kane County. The parties
before a union representing educa-
school funding.
reached an agreement after a six-
tional employees can go on strike, the
day strike.
parties must first go through the pub-
Illinois also saw a historic teach-
24
Network. This was the first strike
er strike in 2018 with the first strike
This strike was subsequently
lic posting process run by the Illinois
against a charter school network.
followed by another teacher strike
Educational Labor Relations Board
THE ILLINOIS SCHOOL BOARD JOURNAL / MARCH-APRIL 2019
where both parties’ final offers are
a trend in 2019. This process begins
bargaining negotiations in 2019.
very similarly to IBB with the parties
Governor Pritzker’s focus on edu-
working through the issues, interests,
cation may result in positive and
and options. However, unlike in IBB
meaningful changes to our state’s
where consensus must be reached
education system, but only if the
on each item, if no consensus is
funding is there to support his ini-
reached in Modified IBB, the issue
tiatives. The shift to a more collab-
is moved to the “parking lot.” Once
orative negotiation approach will
all the issues have been processed,
likely foster better bargaining rela-
the parties return to the issues in the
tionships and build greater aware-
parking lot and engage in traditional
ness and trust among the parties,
or other modified bargaining. Finding
particularly when working through
a balance between traditional princi-
the new 3 percent TRS cap, equita-
ples and more creative albeit idealistic
ble funding formula, and financial
methods may be a key component to
forecast. Finally, the Janus deci-
minimizing strikes and rebuilding
sion will likely have a significant
trust among the parties.
impact on both the vitality of public
The items discussed herein
sector unions in this state and the
are just a brief survey of what we
methods by which they advocate
think will inf luence and impact
for their members.
made available to the public and give 10 days’ notice of their intent to strike. Generally speaking, IBB is a
Plus
more collaborative approach that
PRESS
dispenses w ith the systematic exchanging of formal, written proposals in favor of participation by many individuals and reliance on interest-based problem-solving techniques. IBB is often run by using the
Policy Reference Education Subscription Service
services of the Federal Mediation and Conciliation Services (FMCS). Parties discuss the issues and interests and then process the options. If a consensus is reached, the issue is sent to the writing team. Although slightly idealistic, the obvious advantage of IBB is open exploration and
With a PRESS Plus subscription, we will clearly identify suggested updates (based on PRESS) for your unique district policies and incorporate board-adopted changes into your manual, saving your staff valuable time.
To see how this customized, full-maintenance service works, view the video tutorial available at www.iasb.com/policy.
discussion of issues and shared interests, which may help to promote better understanding of the concerns among parties and build greater trust. Modified versions of IBB are
Policy Services
Contact Angie Powell at 217/528-9688, ext. 1154 or apowell@iasb.com.
also growing in popularity, and we expect this bargaining method to be
MARCH-APRIL 2019 / THE ILLINOIS SCHOOL BOARD JOURNAL
25
ICYMI
ICYMI
ICYMI
Dealing with conflict on your board
By Cynthia Tolbert Panelists: Amy Armstrong, Board Vice President; and Christopher Kloeppel, Board President, Champaign CUSD 4; Larry Lilly, Superintendent; and Michelle Skinlo, Board President, Mattoon CUSD 2; Moderator: Patrick Rice, Director/Equity Director, Field Services, IASB.
Cynthia Tolbert is principal of Alhambra Primary School in Highland CUSD 5 and a participant in the Educational Administration Intern program from Southern Illinois University Edwardsville.
C
onflict on a school board is inev-
conflict that stems from the work of the
Conflict is normal and how you
itable. How a board deals with
board. Politics also play a role in school
handle it when it arises can influence
it makes all the difference. A panel of
board conflict. It was noted from the
how successful the conflict is dealt
school board members and one super-
panel that this oftentimes creates a lot
with and resolved from the standpoint
intendent discussed this in the “Deal-
of tension on their boards. Sometimes,
of the board. The panelists strongly
ing with conflict on your board” panel
new board members are elected (or
advised that superintendents should
at the 2018 Joint Annual Conference.
appointed) and come to the board with
be careful when it comes to getting
All school boards should follow
a personal agenda. This too can cause
involved in board conflict and getting
the IASB Principles of Effective Gover-
conflict for the group. The members
conflicts resolved. As a superinten-
nance. At times, school boards deviate
of the panel agreed that dealing with
dent, being involved in the board’s
from these principles. The panelists
conflict made them feel uncomfortable,
conflicts could potentially cause ongo-
suggest to the group that these be
but it needs to be addressed when it
ing or more serious issues with and
reviewed often with current board
occurs.
amongst the members of the board.
members.
Another way of differentiating
The panel suggested that the board
Common causes of conflict among
types of conflict includes defining it
members work out their own conflicts
board members can come from per-
as internal or external. Sometimes
with minimal, if any, help from the
sonal conflict, when board members
school board members do not get
superintendent.
can’t separate personal conflict from
along or have the same views or opin-
Communication is vital when
ions with others who serve on their
conf lict arises. The members of
board. But a school board needs to
the panel agreed that the lines of
come together, and work together, as
communication need to be open
a team. The panel emphasized that
to all seven board members. The
board members need to come to the
panelists also agreed that the open
table each meeting keeping an open
communication with each other and
mind. It is also important to under-
the people they serve gives them a
stand and to keep in the forefront of
sense of respect to each other and
one’s mind the roles of the school
in the community. They also sug-
board members, which, as the pan-
gested continuing to work through
elists noted, are to hire the superin-
open conversations when conflicts
tendent and make policy.
arise. Ignoring the elephant in the
ICYMI (In Case You Missed It) is a new feature in Journal, sharing panel reports from the 2018 Joint Annual Conference. Reporters are participants in the Educational Administration Intern program.
ICYMI
26
THE ILLINOIS SCHOOL BOARD JOURNAL / MARCH-APRIL 2019
room will not make it go away. In fact,
run, is destructive and will cause
and opinions taken into account as
ignoring the elephant in the room
long-term issues.
the board team forms its resolutions,
often makes things worse. Tensions
And yet, conflict can be con-
are constructive.
can rise the longer a conflict is not
structive. Disagreements properly
Note: Links to the resources in
dealt with and conflict will not just go
addressed, with emotions and egos
this story can be accessed at blog.iasb.
away. Unresolved conflict, in the long
set aside, with an exchange of ideas
com/p/journal-resources.html.
Q: Who should attend meetings
application period. IASB has news
including the actual interviews
related to the search?
release templates that can be cus-
with candidates, may be conduct-
tomized and shared with all stake-
ed in closed session. The board
holders throughout the process.
must follow the same procedures
Ask the Staff continued from inside back cover
A: All working meetings and candidate interviews should be attended by all board members.
for all closed meetings. Looking at
When the final round of interviews
Q: When are closed-session
other steps throughout the search
transpires, the process may allow for
meetings appropriate during the
process:
involvement of staff and community.
search process?
Q: Who makes lunch and
stages of the process, from criteria
dinner arrangements when/if
selection to contract negotiation to
necessary?
the final vote on the selection. The
A: This question arises at all
• Proposal of IASB process (open meeting); • Identification of candidate qualifications (open meeting); • A n nou ncement of vaca ncy
A: Usually the board secretary
statute governing open meetings in
does. The lunch is often with admin-
Illinois applies to “all public bodies.”
• Present candidates and inter-
istrators, and the dinner is with the
The Open Meetings Act makes
view guidance (closed meeting);
board of education. The cost for
it clear that the policy of Illinois
• Interviews of candidates (closed
meals is borne by the district.
is to favor openness in government, and the official business
development (open meeting);
meeting); • Negotiate contract (closed
Q: Should we be communicating
of a public body may be conduct-
meeting).
with the staff and community
ed in closed sessions only during
Although a public body may
throughout the search?
certain, statutorily defined cir-
meet in pr ivate to d iscu ss the
A: It is important that the hir-
cumstances. The closed meeting
qualifications of a specific candi-
ing process for a superintendent
exceptions pertaining to super-
date, the final action making the
employs the same best practices
intendent searches include :
appointment must occur in open
as any hiring decision. Clearly, the
“The appointment, employment,
session. The board could, however
names of applicants must remain
compensation, discipline, perfor-
decide in closed session to extend
confidential. However, the board
mance, or dismissal of specific
an offer to a candidate. Such an offer
may choose to update the staff and
employees of the public body.”
would not constitute the making of
community regarding the process;
Please refer to the Open Meetings
an appointment.
for example, the dates when major
Act or consult your board attorney
For more information about IASB’s
events in the search take place,
for further clarification. Any dis-
Executive Searches department, visit
such as the advertising and the
cussion about specific candidates,
www.iasb.com/executive/.
MARCH-APRIL 2019 / THE ILLINOIS SCHOOL BOARD JOURNAL
27
ICYMI
ICYMI
ICYMI
Preparing the next generation of educational leaders
By Lela Majstorovic Panelists: Guy Banicki, Associate Professor; and Brad Hutchison, Instructional Professor, both of Illinois State University; Moderator: Marleis Trover, Associate Professor, McKendree University.
Lela Majstorovic is assistant superintendent of Secondary Schools Instruction and Equity, for Elginbased School District U-46.
28
I
n this session of the 2018 Joint
quarterly. According to panelist
and the new entrance assessment
Annual Conference, panelists
Brad Hutchinson, this group took
(TAP) for teacher candidates was
discussed the collaboration around
the lead as a collective as opposed
released with very low pass rates.
the design and implementation of
to allowing an outside entity to
A new exit assessment was also
superintendent preparation pro-
come in and do this “to them.”
implemented, also with low pass
grams, including collaborative
Currently, the group has been con-
rates. The need to focus on the
design and implementation and
ducting research on the teacher
teacher shortage aligns with the
research on educator numbers and
shortage, teacher preparation, and
national shortage of approximately
concerns. After Illinois required
vacancies and candidates for both
60,000 teachers annually.
higher education institutions to
teacher and principal positions.
The new re qu i rement s for
redesig n their super intendent
Over the past six years, there have
superintendent preparation pro-
preparation programs, the Illinois
been 1,742 eligible principal can-
grams brought forth a need for
Council of Professors of Educa-
didates in Illinois; but there were
the group to develop several advi-
tional Administration/Leadership
approximately 2,800 vacancies
sory boards, including a super-
(ICPEA) developed a workgroup to
during that same period. W hile
intendent advisory board and a
embark on a collaborative rede-
this is an example from our state,
regional administration advisory
sign. Because there were strict
th is is rea l ly a nationa l is sue.
board, on which current adminis-
guidelines for programs to gain
Because you cannot have super-
trators who work in this capacity
accreditation, ICPEA wanted to
intendents without teachers and
are brought together to provide
pool the resources of its members
principals in the pipeline toward
input and feedback. A focus of the
to ensure coherence around the
leadership, this presented a need
group is to increase the diversity
state.
for this group to work on this issue.
of candidates and reducing barri-
The work that this group does
The group started by exam-
ers for candidates. For example,
includes nominating candidates
ining the teacher shortage and
if a student is interested in a pro-
for, and supporting internships
identified some reasons why the
gram at Illinois State University,
for educational administration
number of teacher candidates has
but cannot travel to the school,
s t u d e nt s a t t h e J o i nt A n nu a l
significantly decreased over the
the dean will work with partners
Conference (one result of which
last six years. Around that time,
in the group to pass on the candi-
is t h is pa nel rep or t), col lab o -
two things happened: Illinois went
date’s name so that he or she is able
rating on research, and meeting
through a series of budget crises;
to access an approved program.
THE ILLINOIS SCHOOL BOARD JOURNAL / MARCH-APRIL 2019
Another example is to lobby for
superintendent depending on the
to provide high- quality leader-
funding that would allow candi-
candidate’s program) throughout
ship development programming
d ates to acces s job - embedded
the program.
throughout the state of Illinois.
coaching throughout their leader-
W hile the redesign in lead-
This allows the group to work to
ship career. Finally, a large aspect
ership programs initially posed a
ensure not only consistent and
of the program is a course- em-
challenge, it enabled higher educa-
coherent programming, but also
bedded i nter nsh ip where ca n-
tion institutions to develop strong
the recruitment and retention of
didates wou ld work adjacently
partnerships with each other and
high-quality leaders to fill the need
with a school leader (principal or
with partner organizations in order
in our state.
Memoriam continued from page 32
Judy Kurlakowsky, 73, died
the Bismarck-Henning school board
Quinn Pence, 79, died Decem-
December 24, 2018. She previously
from 2009 to 2013. He also chaired
ber 9, 2018. He previously served
served on the St. Joseph-Ogden school
Bismarck-Henning’s Parent Adviso-
on t he D a l la s E S D 327 scho ol
board. She also formerly worked for
ry Council through the late 1970s
board for twelve years.
the St. Joseph Grade School.
and into the mid-1980s.
R a y m o n d Po r t o, 74 , d i e d
William P. “Bill” Kurth, 77,
Glenn E. Merritt, 94, died Jan-
Novemb er 26 , 2 018 . He wa s a
died December 6, 2018. He was a
uary 13, 2019. He formerly served
former member of the Lockport
former member and president of
for 17 years on the Homewood
District 92 school board.
Riley CCSD 18 school board, serv-
(District 153) Board of Education,
ing for 10 years.
including 14 years as president.
Roy D e a n Pr at er, 8 3, d ied January 26, 2019. He was a past
Jack Kutches, 89, died January
Jim Mitchell, 74, died January
2, 2019. He was a former member of
1, 2019. He previously served on the
Morris CHSD 101 Board of Educa-
Johnston City CUSD 1 school board
Jeffer y A lan Schlueter, 60,
tion, where he also served as board
and was mayor of Johnston City at
died January 21, 2019. He was a
president.
the time of his passing.
former president of the Rantoul
member of the Cowden school board.
Herbert N. Leavitt, 99, died Jan-
John Grant “Jack” Mosher, 90,
uary 6, 2019. He was a former mem-
died January 14, 2019. He previ-
James Bernard Sullivan, 84,
ber and president of the Hazel Crest
ously ser ved for many years on
died January 3, 2019. He previ-
District 152.5 Board of Education.
the school board at Washington
ously served on the school board
CHSD 308.
of Shiloh CUSD 1 (Hume).
Phyllis O. Markley, 78, died
City SD 137 school board.
January 16, 2019. She previously
Darrell Lee Ottwell, 79, died
Walter L. Whitaker, 85, died
served on the Peoria District 150
December 2, 2018. He was a former
January 2, 2019. A former teach-
school board for 18 years, including
Wood River-Hartford ESD 15 school
er a nd coach at the loca l h ig h
three terms as board president. She
board member.
school, he retired as principal in
also headed up the Peoria Public
M e r l e W. Pa r k s , 9 6 , d i e d
the Granite City School District in
Schools Foundation at its inception.
August 22, 2018. He formerly served
1993. He then served as a Granite
L a r r y Mc Con key, 75, d ied
on the Colchester school board for
City school board member for the
many years.
next 20 years.
December 13, 2018. He served on
MARCH-APRIL 2019 / THE ILLINOIS SCHOOL BOARD JOURNAL
29
HEALY, BENDER & ASSOCIATES, INC. — Architects/Planners. Naperville, 630/904-4300; website: www.healybender.com; email: dpatton@healybender.com HURST-ROSCHE, INC. — Architecture, engineering, planning, and interior design. Hillsboro – 217/532-3959; East St. Louis – 618/3980890; Marion – 618/998-0075; Springfield – 217/787-1199; email: dpool@hurst-rosche.com
A Directory of your IASB Service Associates IASB Service Associates are businesses which offer school‑related products and services and which have earned favorable reputations for quality and integrity. Only after careful screening is a business firm invited to become a Service Associate.
Appraisal Services INDUSTRIAL APPRAISAL COMPANY — Building and fixed asset appraisals for insurance and accounting purposes. Oak Brook – 630/575-0280
Architects/Engineers ARCON ASSOCIATES, INC. — Full service firm specializing in educational facilities with services that include architecture, construction management, roof and masonry consulting, landscape architecture, and environmental consulting. Lombard – 630/495-1900; website: www.arconassoc.com; email: rpcozzi@arconassoc.com BERG ENGINEERING CONSULTANTS, LTD. — Consulting engineers. Schaumburg – 847/352-4500; website: www.berg-eng.com BLDD ARCHITECTS, INC. — Architectural and engineering services for schools. Decatur – 217/429-5105; Champaign – 217/3569606; Bloomington – 309/828-5025; Chicago – 312/829-1987 BRADLEY & BRADLEY — Architects, engineers, and asbestos consultants. Rockford – 815/968-9631; website: www.bradleyandbradley.net CANNONDESIGN — Architecture, Interiors, Engineering, Consulting. Chicago – 312/332-9600; website: www.cannondesign. com; email: sbrodsky@cannondesign.com CORDOGAN CLARK & ASSOCIATES — Architects and Engineers. Aurora – 630/896-4678; website: www.cordoganclark. com; email: rmont@cordogan clark.com DEWBERRY ARCHITECTS INC. — Architects, planners, landscape architecture, and engineers. Peoria – 309/282-8000; Elgin – 847/695-5840 DLA ARCHITECTS, LTD. — Architects specializing in preK-12 educational design, including a full range of architectural services; assessments, planning, feasibility studies, new construction, additions, remodeling, O&M and owner’s rep services. Itasca – 847/7424063; website: www.dla-ltd.com; email: info@dla-ltd.com DLR GROUP — Educational facility design and master planning. Chicago – 312/382-9980; website: dlrgroup.com; email: mengelhardt@dlrgoup.com ERIKSSON ENGINEERING ASSOCIATES, LTD. — Consulting civil engineers and planners. Grayslake – 847/223-4804; Chicago – 312/463-0551; Mokena – 708/614-9720; website: www.eea-ltd.com; email: geriksson@© FARNSWORTH GROUP — Architectural and engineering professional services. Normal – 309/663-8436 FGM ARCHITECTS, INC. — Architects. Chicago – 312/942-8461; Oak Brook – 630/574-8300; O’Fallon – 618/624-3364; St. Louis, MO – 314/439-1601; website: www.fgmarchitects.com THE GARLAND COMPANY — Complete building envelope solutions to extend the life of existing building assets (walls, roofing, waterproofing, sealants, and floors) Facility Asset Management programs and US Communities Vendor. Cleveland, OH – 815/9221376; website: www.garlandco.com GREENASSOCIATES, INC. — Architecture/construction services. Deerfield – 847/317-0852, Pewaukee, WI – 262/746-1254; website: www.greenassociates.com; email: greig@greenassociates.com
30
JMA ARCHITECTS — Full service professional design firm specializing in K-12 educational design, construction management, strategic/master planning, health/life safety compliance, building commissioning, and interior space design. South Holland – 708/339-3900; website: www.jmaarchitects.com; email: allison@ jmaarchitects.com KLUBER ARCHITECTS + ENGINEERS — Building design professionals specializing in architecture, mechanical, electrical, plumbing, structural, and fire protection engineers. Batavia – 630/406-1213 LARSON & DARBY GROUP — Architecture, Engineering, Interior Design, and Technology. Rockford – 815/484-0739, St. Charles – 630/444-2112; website: www.larsondarby.com; email: snelson@ larsondarby.com LEGAT ARCHITECTS, INC. — Architectural and educational planners who specialize in creating effective student learning environments. Gurnee – 847/622-3535; Oak Brook – 630/990-3535; Chicago – 312/258-9595; website: www.legat.com PCM+DESIGN ARCHITECTS — Provide a full range of architectural services including facility and feasibility studies, architectural design, construction consulting and related services. East Peoria – 309/694-5012 website: www.PCMPLUSD.com PERFORMANCE SERVICES, INC. — An integrated design and delivery engineering company serving the design and construction facility needs of K-12 schools. Schaumburg – 847/466-7220 PERKINS+WILL — Architects. Chicago – 312/755-0770 RICHARD L. JOHNSON ASSOCIATES, INC. — Architecture, educational planning. Rockford – 815/398-1231; website: www.rljarch. com SARTI ARCHITECTURAL GROUP, INC. — Architecture, engineering, life safety consulting, interior design, and asbestos consultants. Springfield – 217/585-9111 STR PARTNERS — Architectural, interior design, planning, cost estimating, and building enclosure/roofing consulting. Chicago – 312/464-1444 TRIA ARCHITECTURE — An architectural planning and interior design firm that provides services primarily to School Districts in the Chicago-Land area with an emphasis on service to their clients, as well as their communities. Burr Ridge – 630/455-4500 WIGHT & COMPANY — For over 77 years, Wight & Company has provided design and construction services for the built environment. As a pioneer of integrated Design & Delivery, we’ve worked with our clients to create exceptional, enduring buildings and spaces that enrich people’s lives and enhance the environment; Darien – 630/969-7000; website: www.wightco.com; email: bpaulsen@ wightco.com WM. B. ITTNER, INC. — Full service architectural firm serving the educational community since 1899. Fairview Heights – 618/6242080 WOLD ARCHITECTS AND ENGINEERS — Specializing in PreK-12 educational design including master planning, sustainable design, architecture, mechanical and electrical engineering, quality review, cost estimation and management. Palatine – 847/241-6100
Building Construction CORE CONSTRUCTION — Professional construction management, design-build, and general contracting services. Morton – 309/2669768; website: COREconstruction.com F. H. PASCHEN — A General/Construction Manager with extensive experience in new construction and renovation of educational and institutional facilities in the public/private sectors. Chicago – 773/444-1525-3535; website: www.fhpaschen.com FREDERICK QUINN CORPORATION — Construction management and general contracting. Addison – 630/628-8500; website: www.fquinncorp.com
THE ILLINOIS SCHOOL BOARD JOURNAL / MARCH-APRIL 2019
HOLLAND CONSTRUCTION SERVICES, INC. — Full service Construction Management and General Contracting firm specializing in education facilities. Swansea – 618/277-8870 NICHOLAS & ASSOCIATES, INC. — Construction management, general contracting, design and build. Mt. Prospect – 847/394-6200 email: info@nicholasquality.com PEPPER CONSTRUCTION COMPANY — Construction management and general contracting services. Barrington – 847/381-2760 website: www.pepperconstruction email: jripsky@pepperconstruction.com POETTKER CONSTRUCTION COMPANY — Specializing in Construction Management, Design/Build, Construction Consulting Services, and Energy Solutions for education clients. Breese – 618/526-7213; website: www.poettkerconstruction.com RUSSELL CONSTRUCTION COMPANY, INC. — Russell provides successful, knowledgeable construction management and contracting services in the PREK-12 market from concept to completion and continuing care for your facility needs. Davenport, IA – 563/459-4600 S.M. WILSON & CO. — Provides construction management and general construction services to education, healthcare, commercial, retail, and industrial clients. St. Louis, Mo – 314/645-9595; website: www.smwilson.com; email: judd.presley@smwilson.com TRANE — HVAC company specializing in design, build, and retrofit. Willowbrook – 630/734-6033
Computer Software, Supplies, Services COMPUTER INFORMATION CONCEPTS, INC. — Infinite Campus Student Information System and Finance Suite, and Tableau Data Visualization / Analytics. Greeley, CO – 312/995-3342 SONITROL GREAT LAKES — Verified electronic security. Northbrook – 847/205-0670; website: www.sonitrolverified.com
Consulting DECISIONINSIGHT, LLC — DecisionInsite provides the nation’s school district leaders with the technology, enrollment forecasts, and expertise they need to understand how enrollment impacts their district. Irvine, CA – 877/204-1392
Environmental Services ALPHA CONTROLS & SERVICES, LLC — We deliver energy cost justified solutions that make the learning environment comfortable, secure, and efficient. Rockford, Springfield, Champaign; website: www.alpaacs.com email: jasonv@alphaacs.com – 815/227-4000 CTS GROUP — Dedicated to assisting K-12 education meet the challenge of providing healthy, safe, and educational appropriate learning environments. St. Louis, MO – 636/230-0843; Chicago – 773/633-0691; website: www.ctsgroup.com; email: rbennett@ctsgroup.com
RADON DETECTION SPECIALISTS — Radon measurements in elementary, middle and high schools, as well as all DCFS licensed spaces. We service the entire state of Illinois. Westmont. 630-3254443/800-244-4242. www.radondetection.net; email: KirstenS@ radondetection.net
Financial Services AMERICAN FIDELITY ASSURANCE COMPANY — Specializing in Section 125 compliance, 403(b) plan administration, flexible spending accounts, health savings accounts, dependent audits, and health care reform. Fairview Heights – 855/822-9168 BERNARDI SECURITIES, INC. — Public finance consulting, bond issue services and referendum support. Fairview Heights – 618/2064180; Chicago – 312/281-2014; email: rvail@bernardisecurities.com BMO HARRIS BANK — BMO Harris Bank’s experienced specialists can help you build a sound strategy to help close budget gaps, manage day-to-day cash flow and maximize your resources. Chicago 312/461-7895 EHLERS & ASSOCIATES — School bond issues; referendum help; financial and enrollment studies. Chicago – 312/638-5250; website: www.ehlers-inc.com; email: abooker@ehlers-inc.com FIRST MIDSTATE, INC. — Bond issue consultants. Bloomington – 309/829-3311; email: paul@firstmidstate.com GORENZ AND ASSOCIATES, LTD. — Auditing and financial consulting. Peoria – 309/685-7621; website: www.gorenzcpa.com; email: tcustis@gorenzcpa.com ICE MILLER, LLP — Nationally recognized bond counsel services. Chicago – 312/726-7127 KINGS FINANCIAL CONSULTING, INC. — Municipal bond financial advisory service including all types of school bonds; school referenda, county school sales tax; tax revenue forecasts/projections. Monticello – 217/762-4578 MATHIESON, MOYSKI, AUSTIN & CO., LLP — Provides audit, consulting and other related financial services to Illinois school districts, joint agreements and risk pools. Wheaton – 630/653-1616 SPEER FINANCIAL, INC. — Financial planning and bond issue services. Chicago – 312/346-3700; website: www.speerfinancial.com; email: dphillips@speerfinancial.com STIFEL — Full service securities firm providing investment banking and advisory services including strategic financial planning; bond underwriting; referendum and legislative assistance. Edwardsville – 800/230-5151; email: noblea@stifel.com WINTRUST FINANCIAL — Financial services holding company engaging in community banking, wealth management, commercial insurance premium financing, and mortgage origination. Rosemont – 630/560-2120
ENERGY SYSTEMS GROUP — A comprehensive energy services and performance contracting company providing energy, facility and financial solutions. Itasca – 630/773-7201; email: smcivor@energysystemsgroup.com
Grounds and Maintenance
GCA SERVICES GROUP – Custodial, janitorial, maintenance, lawn and grounds, and facility operations services. Downers Grove – 630/629-4044
Human Resource Consulting
GRP MECHANICAL CO., INC. — Renovating buildings through energy savings performance contracting to provide the best learning environment. HVAC, Plumbing, Windows, Doors, and Mechanical Services. Bethalto – 618/779-0050
NELS JOHNSON TREE EXPERTS — full service tree maintenance and plant health company. Evanston — 847/475-1877 BUSHUE HUMAN RESOURCES, INC. — Human resource, safety and risk management, and insurance consulting. Effingham – 217/342-3042; website: www.bushuehr.com; email: steve@ bushuehr.com
Insurance
HONEYWELL, INC. — Controls, maintenance, energy management, performance contracting, and security. St. Louis, MO – 314/548-4136; Des Plaines – 847/770-5496; Maryland Heights, MO – 314/548-4501; email: Doc.Kotecki@Honeywell.com; Kevin.Bollman@Honeywell.com
MEEMIC INSURANCE — For over 66 years, Meemic has offered auto, home, and umbrella insurance products tailored specifically for the educational community. Auburn Hills, MI – 856/495-9041
IDEAL ENVIRONMENTAL ENGINEERING, INC. — Asbestos and environmental services. Bloomington – 309/828-4259
THE SANDNER GROUP — Insurance program management, marketing & claims services for workers’ compensation, property & liability. Chicago – 800/654-9504
ILLINOIS ENERGY CONSORTIUM — Sells electricity and natural gas to school districts, colleges, and universities. Dekalb – 815/7539083; website: www.ILLec.org; email: hwallace@iasbo.org ENGIE SERVICES U.S. — Turnkey partnership programs that enable K12 school districts in Illinois to modernize their facilities, increase safety, security and efficiency, reduce operations costs, and maximize the lifespan of critical assets. Chicago – 312/4987792; email: sharon@opterraenergy.com
Office Equipment FRANK COONEY COMPANY, INC. — Furniture for educational environments. Wood Dale – 630/694-8800
Superintendent Searches ECRA Group & HYA — Superintendent searches, board and superintendent workshops. Schaumburg – 847/318-0072
MARCH-APRIL 2019 / THE ILLINOIS SCHOOL BOARD JOURNAL
31
MILESTONES
Achievements Raymond Poe,
department in 2015. In the legislature
1947. Polancic has
who served on the
he often worked on issues in support
also volunteered
Williamsville Board
of public education. Noting that he has
as a baseball man-
of Education from
reached the age of 74, he said, “I think
ager for numerous
1970 to 1991 and
that means it’s time to sort of enjoy
teams, and served
was board president
the fruits of your labor all your life.”
for five years, recently announced
as a member of the Ottawa police and fire boards. In hon-
his retirement from public life. Until
Frank M. Polancic, who served
or of his service to the community
January, Poe had been the Illinois
as a member of the Ottawa Elemen-
and the school district, the Ottawa
Department of Agriculture Director.
tary school board for 37 years, has
Youth Football League and the Otta-
He had served in the Illinois House
been selected as a 2019 inductee to
wa Elementary School District in
for two decades before being named
the Ottawa Township High School
2012 dedicated a ballpark Frank M.
by the governor to run the agriculture
Hall of Fame, representing the class of
Polancic Field.
Joe, as a member of the Utica school
on the school board for Woodland High
board for 10 years.
School (Streator) for several years.
In memoriam R ichard E. Bagby, 69, died December 18, 2018. He was a former school board member at Germantown Elementary School.
Duane John Herrmann, 70, died
6, 2019. A retired high school teacher
January 16, 2019. He previously was
Rose M. Batten, 81, died January
and farmer, he was a former president
a member of the Oregon CUSD 220
16, 2019. Batten previously served on
of the Clinton CUSD 15 Board of Edu-
school board.
the Tampico school board.
cation.
Dale Houck, 92, died December
Mary Bernard (nee Luetzow), 91,
Meryn Davidson, 85, died Janu-
2, 2018. He previously served on the
died January 24, 2019. She previously
ary 18, 2019. He was a former president
Nokomis CUSD 22 Board of Education.
served on the Aurora West CUSD 129
of the McCook school board.
Board of Education as member and president for 14 years.
James Wilbur Jenkins, 82, died
John James Frederick, 93, died
December 21, 2018. He previously
December 16, 2018. He previously
served as a member of the Oak Grove
Walter Scott Blomeley, 91, died
served on the DeKalb CUSD 428 school
SD 68 (Bartonville) school board.
January 10, 2019. He previously served
board for seven years, including service
on the Sullivan CUSD 300 school
as board president.
board.
32
Steve Davenport, 74, died January
Shelby Harbison, 94, died Janu-
Emily Dill Johnson, 68, died November 21, 2018. She had served on the Zion Benton THSD 126 school
Russell Dean Bruns, 90, died
ary 5, 2018. A Springfield radio favor-
December 3, 2018. He formerly served
ite known for his nearly four-decade
Wilmer Kiewit, 89, died January
nine years on the Hartsburg school
association with WTAX/WDBR, he was
2, 2019. He previously served on the
board.
board.
elected to the Springfield school board
O’Fallon District 90 school board for 18
Robert E. Cameron, 55, died
in 1964, serving two three-year terms,
years, including six years as president.
December 10, 2018. He previously
including a year as president. Harbison
Randall J. Keller, 51, died Janu-
served on the New Berlin CUSD 16
received the Springfield daily news-
ary 14, 2019. At the time of his passing
school board.
paper’s First Citizen Award in 2005.
he was a St. Libory Consolidated SD
Joseph Carey, 85, died December
Bobby Dean Henson, 85, died
21, 2018. He served, as did his father
January 23, 2019. He previously served
30 school board member. continued on page 29
THE ILLINOIS SCHOOL BOARD JOURNAL / MARCH-APRIL 2019
ASK THE STAFF
FAQs on the superintendent search process By Thomas Leahy
D
uring a search for a superin-
screen candidate files, develop
will be “hand-picked,” or candidates
tendent, many questions are
interview questions, and ulti-
are “lobbying” the superintendent to
asked. In order to make sure commu-
mately appoint the next super-
influence board decisions.
nication between and among parties
intendent.
is clear, IASB offers a briefing that
• Second, staff and communi-
Q: Are internal candidates
will answer many questions at the
ty members may be invited to
treated differently than external
start of the search. In this manner,
attend a meeting with the final-
candidates?
proper notification to all parties
ists for the position and provide
A: All candidates for the position
can be made early in the search so
written feedback. All written
should be treated exactly the same as
no stakeholder group is wondering
comments will be forwarded to
it relates to the application process
“What is going on?” with the search
the board for review as part of
and documentation that must be
process. The following are some com-
its deliberations.
submitted. With that, at the board’s
mon questions, and answers, about the superintendent search process. Q: Will staff and community
direction internal candidates may Q: How should the
be treated differently than external
superintendent be involved?
candidates in regard to an interview.
A: It depends upon the board’s
If an internal candidate advances
members be involved in the
preference and the current superin-
to the final round, he or she should
search?
tendent’s willingness to be involved.
not tour their district but should
A: Although this is a decision
The board needs to utilize the super-
participate in staff and community
ultimately made by the board of edu-
intendent to gather information for
meetings. If the internal candidate
cation, staff and community mem-
the announcement of vacancy for the
does not advance beyond the first
bers may be involved in the search
position. The superintendent may
round, we encourage the president
process in two primary ways:
also offer his or her advice on the
of the board to personally relay the
• First, all staff and community
district’s leadership challenges so
board’s decision to the candidate.
members can be encouraged to
board members can more effectively
Rejection letters to internal can-
complete an online survey and/
interview candidates for the position.
didates, although understandable
or participate in focus groups
However, it is important to note that
because it treats them just as any
during the search. This gives
the superintendent’s involvement
other candidate, may overlook the
the board a more thorough
should be limited. The board does
person’s commitment to the district.
understanding of the issues
not want to give candidates the
Plus, internal candidates often need
and concerns within the orga-
impression that the superintendent is
reassurance that they remain valued
nization. Those survey results
substantially influencing board deci-
members of the organization even
will help the board develop cri-
sions throughout the search. Candi-
though the board has moved in the
teria that will be used to develop
dates may not apply for the position
direction of other candidates.
the announcement of vacancy,
if they feel the next superintendent
continued on page 27
Thomas Leahy, director of IASB’s Executive Searches department, offers this FAQ for board members planning superintendent searches.
NON-PROFIT PRST STANDARD US POSTAGE PAID ILLINOIS ASSOCIATION OF SCHOOL BOARDS
2921 Baker Drive Springfield, Illinois 62703-5929 Address Service Requested
www.iasb.com
New Board Member Workshops SUMMER 2019 Dates and Locations
Let’s get started!
JUNE 7–8, 2019
JUNE 21–22, 2019
Pere Marquette Hotel 501 Main St. Peoria, IL 61602
Delta Hotels by Marriott 1400 Milwaukee Ave. Glenview, IL 60025
NIU Naperville 1120 E. Diehl Rd. Naperville, IL 60563
The Pavilion 1602 Sioux Drive Marion, IL 62959
JUNE 14–15, 2019
For new school board members, there’s a lot to learn: mandated training, meetings, working with the superintendent, and learning the work of the board. Newly elected school board members may not have governing experience, but they want to succeed and have a positive impact in their community. IASB is here to help – Let’s get started! IASB’s New Board Member Workshops are designed to meet the needs of new school board
members. All Illinois mandated training is covered at the Friday workshop. The Saturday workshop includes essential information and resources for effective school board governance. As always, experienced board members and superintendents are encouraged to attend with their newly elected board members. Mark your calendar and register this spring for IASB’s New Board Member Workshops!
Gateway Center One Gateway Dr. Collinsville, IL 62234 Tinley Park Convention Center 18451 Convention Center Dr. Tinley Park, IL 60477
Radisson Hotel & Conference Center 200 South Bell School Rd. Rockford, IL 61108
JULY 12–13, 2019 Crowne Plaza 3000 South Dirksen Pkwy. Springfield, IL 62703 NIU Naperville 1120 E. Diehl Road Naperville, IL 60563
For more information, contact Peggy Goone at pgoone@iasb.com or 217/528-9688, ext. 1103.