(Vol. 1, No. 2 - Spring/Summer 1997)


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Principals challenged to be
"captains of school reform"

By John Norton

Neatly stacked file folders and stapled memos are beginning to lap over the edges of Nancy Hottman's principal-sized desk, threatening to cascade onto the carpeted floor three-and-a-half feet below. From her high-back chair, Newburg Middle School's veteran chief executive can look through the large window on the opposite side of the room and see a decade-old dream coming true. The new Newburg is rising from its foundation a few hundred yards to the west.

"It's going to be wonderful," she says. "The new building represents a lot of promises and a lot of waiting, but it's going to be wonderful."

Still, Hottman's joy is not unbridled. A new school means new managerial challenges for any principal, and Hottman is already struggling with some of them. The old building has two custodians, but the new school has more floor space. The school council has $40,000 to spend. Should the money be invested in another janitor, or should Hottman follow her instruction-oriented instincts and recommend Newburg invest in a pair of classroom assistants instead?

The issue takes on added urgency at Newburg because -- much to the proud 13-year principal's dismay -- her school fell into the KERA "decline" category last fall, and the pressure to raise student achievement is palpable in the building. And it's just one of dozens of management issues Hottman and other middle school principals in Jefferson County find themselves grappling with every day -- while back at the district office, system leaders are declaring that principals must upgrade their own skills and become "captains" of reform.

""We don't have a choice but to ask a lot of our middle school principals right now," says Sandy Ledford, middle school advocate and a member of the Superintendent's cabinet. " A principal, in order to be a instructional leader in this reform effort, has to develop or expand a specific set of skills."

The district has made a commitment to raise student achievement significantly by the end of the 2000-2001 school year, relying on academic standards, better classroom assessment, and an on-going, more sharply focused program of teacher professional development. While much will depend on teachers' willingness to do the hard work of change, Ledford and principals themselves acknowledge that every building will need a leader who thoroughly understands why a standards-based school is different from what exists now -- and knows how to get there.

Nancy Hottman has the advantage of some principals who have been reluctant, due to a lack of training or inclination, to venture much outside the principal's managerial role. "I've always believed that instructional leadership comes first," she says. After a career as a social studies teacher, Hottman worked in JCPS as a social studies coordinator and later as a roving instructional specialist
In 1983, Hottman became principal at Newburg. The 1990 advent of KERA and the KIRIS assessment, which has a knack for ferreting out weak instructional practices, simply underscored Hottman's commitment to instructional leadership. Even so, as she and other middle school principals in Jefferson County testify, belief sometimes takes a backseat to reality.

"I have to manage this building, and that takes an incredible amount of time," she says. "If you don't deal with the daily nuts-and-bolts issues of the school, you will not have the environment you need for a sound instructional program.

"I may have a clear instructional agenda when I walk into this school on any given day, but if events occur that have to be dealt with right now, then my original agenda is added to the next day's agenda. You are a continuous juggler as a principal, juggling your management and instructional duties. You always feel guilty."


Most principals come from a different era

Like Hottman, Johnson Traditional Middle School principal Linda Miller left the classroom many years ago and did her time as a district specialist before moving into school building administration. She learned the "clinical supervision" techniques of the time, which focused on teacher evaluation and basic classroom strategies. The standards-based reforms called for today, she says, require a whole different set of principal skills -- skills she and many of her middle-aged colleagues never acquired in the classroom.

She agrees with Mary Hardin, principal at Thomas Jefferson Middle School, who says principals "need to know as much or more than teachers in the classroom. It's almost like principals who have been in the job a long time need to go back to the drawing board." Hardin says her graduate classes in administration looked at instructional leadership "but it was not as detailed or structured as it needed to be to be effective in the KERA environment."

"We are all struggling because most of us were teachers years and years ago," Miller says. "There's so much more we must be able to do today to reach all of our kids."

Miller is probably ahead of the curve. This year she has pulled together groups of Johnson teachers to carefully examine the work students are producing on different teams and in different subjects, always asking the question: what does quality work look like?

"If we reach a consensus on what quality is, we can begin to work backwards and determine what each of us as professionals is going to have to do to make sure that we get that result from our students," Miller explains. "If we get to that, KIRIS will just be an audit of what we are already doing."

Ultimately, Miller hopes Johnson will be able to establish exit criteria for each grade "where a child must be able to perform at a given level in order to advance." But she knows that kind of accountability will require teachers -- and the principal -- to have a complete grasp of cutting-edge teaching methods.

"Principals need a lot of professional development to do what we are now saying we want to do," Miller says. "We need the same information our teachers are getting, so we can truly be partners in solving some of the curriculum and instruction problems.

"I've never taught in a KERA classroom; my teaching experience was long ago. I need to know enough to be an active participant -- to go into their classrooms and be an evaluator, a coach, and a sharer of ideas. I need to be able to help them grow."

Miller says she and other principals also need "the assistance of colleagues" to sit down and think through what it means to move a whiole building toward reform. "I need other principals' input to verify I'm on the right track. How are you going to pull your teachers together? How do you manage time, which is unbelievably limited? What kind of process can I use to make sure we're asking the right kinds of questions?"

Miller and her colleagues -- most of whom, she says, "are coming along, although a few may be kicking" -- have dozens of questions like this. She believes they're beginning to get some answers, as a result of the district's new emphasis on principal professional development.


A new program of principal development emerging

A few months ago, in the wake of the bad news from KIRIS, the district's middle school principals agreed with Sandy Ledford that their monthly meetings needed "to stop focusing on administrative issues and start focusing on instruction and other issues related to the leadership of reform."

Since then, principals have spent time learning about the intricacies of writing portfolios, the use of standards and open-response questions to assess student learning, the connection between reading and writing instruction, and more. These monthly sessions will continue, and will be augmented this summer by several professional development seminars for principals, co-sponsored by the National Association of Secondary School Principals.

"All of these sessions are offered from a principal's perspective," Ledford says. "When you go into a classroom, what should you be looking for, and how can you help make it happen?" The NASSP training, underwritten in part by the Edna McConnell Clark Foundation, will last 16 months and will include hands-on assignments, shadowing by a national expert in principal leadership, and cross-visits with middle school principals of the Corpus Christi, Texas school system, who are also pursuing standards-based reform.


What a "new, improved" principal might look like

If all this professional development goes as planned, what will JCPS's "new, improved" middle school principals look like? They could look more like Mike Suttles, who was selected just last month as Westport Middle School's permanent principal, after a year as an interim.

It might seem odd to hold up Suttles -- a first-year principal who admits he's still learning the basics of his job -- as a model for what JCPS middle school principals need to become. And he's certainly not advertising himself that way. But Suttles' relative youth, his recent experience as an outstanding social studies teacher and consultant, and his year of service as one of Kentucky's "Distinguished Educators" (helping out schools in decline) put him ahead of the game -- at least in the area of instructional leadership.

As a "D.E.," Suttles says he learned that "if you're going to be a leader and you want people to follow you, you have to honest, you have to be upfront with them, you have to be willing to work as hard or harder than they do, and you have to take an interest in what they're working on. And most of all, you have to have a vision of what a world-class school looks like, and how to get there."

Although Suttles spent long hours this year struggling to learn the management duties of the principalship, he also found ways to lead his staff in a vision-setting process that culminated in an agreement "to get every student to grade level." His staff will use reading and writing skills as the springboards to reach that goal. In his quest to become world-class, Suttles convinced the National Alliance for Restructuring, a respected, standards-oriented reform group, to accept Westport as a member.

Suttles is blunt about the distance his school has to go. "We do a lot of things here," he says, "but I'm not sure we do them very well. We have a lot of work to do on curriculum. In preparing for KIRIS this year, we took a look at what was going to be assessed in 7th and 8th grades, then asked teachers in each subject to sit down and develop a list of subjects and topics that they already had taught and find out what the gaps were. And there were gaps as long as your arm in some areas."

Suttles believes Westport's NAR membership and a tightly defined school transformation plan can help keep the staff focused on "the number one issue -- the quality of the work our students do." The school will use a three-day retreat this summer to move the process forward, emphasizing standards, assessment, and curriculum development. If enough teachers "get excited," Suttles says, "it may be enough to create a groundswell of change in our school."

Still, Suttles admits that the managerial responsibilities of principals make his current work "the hardest thing I've ever done, by far." As a Distinguished Educator, he had time to explore new ideas about teaching and learning with teachers. But "managing the building, being an instructional leader, being a liaison with parents doesn't afford me the time to sit down and have those deep conversations."

"This is the real world here," he says. "I have this vision and I'll continue to strive to reach it, but the actual process of getting people to buy into it is very hard."

It's really all about time, Suttles concludes, echoing the comments of Nancy Hottman, Linda Miller, and Mary Hardin. And one has to wonder -- even with all of the additional training and the collegial conferences proposed by district leaders -- whether JCPS's principals can hope to become "captains of reform" without some attention to the current administrative structure of schools.

They may simply need more help -- another assistant principal, or an instructional specialist who is not called away to fill out forms and deal with discipline -- a 'first mate' who can keep the ship afloat while the captain leads, inspires, and coaches the crew, always keeping one eye on the stars.

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The work of urban school principals is "more ambitious and ambiguous" than ever, says a consultant to the Edna McConnell Clark Foundation.