1. Sustaining Success: Proactive Leadership for Lasting Impact
Rorie Fitzpatrick, WestEd/National Center for Systemic Improvement (NCSI)
Leah Voorhies, Utah State Board of Education
Glenna Gallo, Washington Office of Superintendent of Public Instruction

2. 2019 OSEP Leadership Conference
DISCLAIMER:
The contents of this presentation were developed by the presenters for the 2019 OSEP Leadership Conference. However, these contents do not necessarily represent the policy of the Department of Education, and you should not assume endorsement by the Federal Government.
(Authority: 20 U.S.C. 1221e-3 and 3474)

3. Session Overview The What
Systems change: technical vs adaptive implications
Managing up and laterally
Succession planning
The How
Active engagement for learning & idea exchange
Poll Everywhere, Flipgrid
Leave with relevant resources & knowledge

4. Technical Problems vs Adaptive Challenges
Easy to identify/clearly defined
Difficult to identify (easy to deny)
Often lend themselves to quick and solutions
Require changes in values, beliefs, roles, relationships, & approaches to work
Often can be solved by an authority or expert
People with the problem do the work of solving it
Require change in just one or a few places; often contained within organizational boundaries
Require change in numerous places; usually cross organizational boundaries
People are generally receptive to technical solutions
People often resist even acknowledging adaptive challenges.
Solutions can often be implemented quickly—even by edict
“Solutions” require experiments and new discoveries; they can take a long time to implement and cannot be implemented by edict
Adapted from Heifetz, R. A., & Linsky, M. (2002). Leadership on the line: Staying alive through the dangers of leading. Boston, Mass: Harvard Business School Press.

5. The Concepts in Context
In Utah, the focus is on aligning services and supports across divisions to reduce duplication, and fill gaps, to impact outcomes, an adaptive challenge. In Washington, the focus had been technical compliance, but needed to expand to address expectations, an adaptive challenge.

6. Making it Real
There are no silver bullets for adaptive challenges, so overcoming them requires a thoughtful strategy, continuous support, and time to adapt (hence, adaptive challenges).
Dylan Rodgers, Content Strategy Manager and Editor in Chief of the Schoology Exchange
What challenges are you facing as you work to sustain or scale up initiatives designed to improve outcomes for children with disabilities and their families?
Are the challenges adaptive, technical, or both?
Process in small groups
Process in small groups

7. Taking the Temperature
Poll Everywhere
Our sustainability and scale up challenges are:
(A) Technical
(B) Adaptive
(C) Both technical and adaptive
Or Text to: 22333
Code: NCSIWESTED458

8. Poll Everywhere Results

9. Leading for Success: Leveraging Influence
Managing Up. The process of consciously working with your superior to obtain the best possible results.
Gabarro, J. J. & Kotter, J. P. (2005). Managing Your Boss. Harvard
Business Review.
Managing Sideways. Forging strong ties with peers/colleagues to build momentum to reach goals.
Barta, T. & Barwise, P.. (2017). Why Effective Leaders must Manage Up, Down, and Sideways.
McKinsey Quarterly.

10. Strategies for Managing Up (and Laterally)
Thought partner
Trusted advisor
Influence not power
Internal knowledge broker
Capacity with accountability

11. The Concepts in Context continued
In Utah, reducing duplication and filling gaps requires both managing up and managing laterally in order to align systems and impact outcomes. In Washington, the adaptive challenge of increasing expectations required both managing up and managing laterally, in order to impact systemic changes

12. Making it Real continued
How will you deploy the concepts of effectively managing up and/or managing laterally to improve the likelihood of achieving your organizational goals and priorities
Process in small groups
Process in small groups
Process in small groups

13. Taking the Temperature continued
Let’s Use Flipgrid!
Choose one person to record your group’s big idea(s)
Download Flipgrid app or go to flipgrid.com
Enter the code 555f6f56 or scan it
Verify address via Microsoft or Google
Record a quick video (2 mins max)

14. Succession Planning Turnover is real Smooth transitions are possible
State Chiefs
State Special Education Directors
Part C Coordinators
Smooth transitions are possible
Purposeful succession planning
Strategic collaboration and partnership development

15. Proactive Planning for Sustainability
Successful sustainability can be enhanced when purposeful efforts are taken to align systems
Shared goals across programs and projects
Stated resource commitments
Enabling policies and accountability
Interwoven technical assistance supports
…within your division
…across the agency
…with partners across the state

16. Proactive Planning for Sustainability continued
Successful leaders operate with an expectation of turnover, and actively plan for it

17. Making it Real continued.
What other strategies and resources can you suggest?
How will you apply these succession planning concepts?
Process in small groups
Process in small groups
Process in small groups

18. Thank you! And we’re available for follow-up…
Rorie Fitzpatrick: | (mobile) Glenna Gallo: | Leah Voorhies: |

19. 2019 OSEP Leadership Conference.
DISCLAIMER:
The contents of this presentation were developed by the presenters for the 2019 OSEP Leadership Conference. However, these contents do not necessarily represent the policy of the Department of Education, and you should not assume endorsement by the Federal Government.
(Authority: 20 U.S.C. 1221e-3 and 3474)