SAI Report - March 2001

Articles

Lessons Learned
Spending for "Public Purposes"
Keep Those Calls and Letters Coming!
A Great Asset!

E-Communicators - Harnessing the power of e-mail for building community support


Lessons Learned
by Dr. Troyce Fisher, SAI Executive Director

A superintendent friend of mine recently encouraged me to read a small book published last year by AASA entitled, "The Anguish of Leadership" written by Jerry Peterson. Based on interviews with 14 superintendents who were about to retire, the book provides all sorts of insights about the highs and lows of leadership, and lessons learned through what the author calls the good, the bad and the ugly of school administration.
The last chapter summarizes why these educators endured the struggles of the job for so many years. In a nutshell, it was because they were able to look back and know that they "had devoted a professional lifetime to being a champion of children." They also acknowledged the importance of a set of core values which drove them to push ahead with what they believed was right and just.
Beyond the idealistic though, the book also gives some practical bits of wisdom that are worth thinking about. Some highlights:
"- Know that other people will attribute motives to you that never crossed your mind, so prove your trustworthiness by your actions.
- Be able to laugh.
- Be able to articulate your vision and help other people come to believe in that direction, too.
- Realize that to be effective you are going to annoy people, so ask yourself if you are willing to stand your ground based on your core principles before taking a stand.
- Define yourself on your own terms, not other people's. You will need to be self-reliant to get through the tough times."
In our January Representative Council meeting, SAI members were asked what was the best advice they received their first year as an administrator. Many commented on the importance of finding a mentor and developing a network of other administrators who had similar jobs and could act as sounding boards, especially during the first couple of years when the feelings of isolation and loneliness are the most intense. Others noted the importance of admitting when they didn't know, listening more than speaking, not taking oneself too seriously, being willing to ask for help, and not over-reacting-clearly themes about not letting one's ego get in the way. Some were reminded about lessons in the change process like not assuming that everyone is on the same page with an issue just because you've asked them for their opinions, or realizing that there are no long-range solutions to part-time problems, and that patience and timing are everything. And more than once the importance of having a sense of humor surfaced, as summarized by this comment: "Just remember-don't wear polyester pants with a nylon zipper." (There's probably a really good story there!!)
All of these words of wisdom have huge implications for programming at SAI, particularly in the context of the conversation about new ways of compensating teachers, new standards for accountability, and the administrator shortages we're facing. We need to have comprehensive mentoring and induction processes for our newest members; we need to learn best practices concerning the role of evaluation in improving teacher effectiveness; we need to find ways to utilize the experiences and knowledge of our retiring administrators, and we need to continually promote our profession as a worthy one. Most of all we will need to take our cue from something attributed to Ghandi: "We have to be the world we want to see."
The SAI staff recently developed its list of beliefs and values based on the question, "What do SAI's members deserve from us?" You will find those reprinted on page 3 of this month's newsletter under the SAI Member Services heading. We're pledged to operate from a perspective of principle-based leadership and we welcome your feedback on the work to date. What do you think?

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Spending for "Public Purposes"
by Kathy Lee Collins, J.D., SAI Director of Legal Services

Someone's going to figure out that hell has probably frozen over; Collins' CYA column is about a school finance issue. How's this for a disclaimer: There isn't enough malpractice insurance in the world to cover me in writing this column. Consequently, this will be a ventriloquist act for the most part. I type, but the words that come out will be those of the A.G, D.E. and State Auditor's Office.
The Iowa Constitution requires that public money be spent for public purposes only.
We school folk can get pretty creative when it comes to money. (I've always been amazed at the myriad of items we can be come up with that fall under the term "school supplies" when it comes to charging fees.) But in this case, the term at issue is "public purpose." That is to say, "public benefit." That is to say, your spending must not benefit only an individual or selected individuals.
Normally in my research I would find at least a handful of cases where the Iowa Supreme Court has interpreted the term. However, despite the fact that this two-word phrase comes from the Iowa Constitution (and has, therefore, been around quite some time), most of what we have in the way of guidance are Attorney General's opinions. Those have typically focused on specific items or situations and whether money spent in those circumstances would be money spent for a public or merely private purpose. That's excellent guidance ­- on those specific issues.
The dearth of Iowa case law indicates that this is not an issue that gets districts or individuals sued, but it can get you in hot water with the auditor and professionally, with your board or community. (Having said that, it's important to note that intentional abuse of public funds for personal purposes would be grounds for criminal action against the person. No room for forgiveness there, and there's a criminal statute saying so.)
What follows is the available guidance on what's a legitimate expenditure for public purposes and whether specific items should be paid from the General Fund or the Student Activities Fund, the latter being the one most likely to get "raided," from what I can tell in talking with our members.

As I write this, I have more questions than answers. I know how frustrated you must feel. Some simple rules to follow:
1.Just ask yourself the question "What public purpose is served by this expenditure?" and "Is our board on record as authorizing this expense?" (I think this means more than approving the bill when it comes in; it means pre-authorizing it by approval in a board policy or by adoption of a plan for recognition, etc.)
2. Document the "public purpose" specifically in board minutes.
3. When in doubt (a) check with your auditor or the State Auditor, (b) imagine it on the front page of your local paper: Will it play to the general public? or (c) don't do it. It's difficult to imagine getting criticized for not spending public money for arguably private purposes.


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Keep Those Calls and Letters Coming!
by Dr. Marcus Haack, SAI Associate Executive Director

One of the most difficult things about writing a column, especially regarding the status of legislation, is to keep it current given the delay between my writing and your reading. Although no bill has emerged regarding the teacher compensation bill as this column is being submitted, I'm sure a draft bill will "be out there" sometime before this issue of the SAI Report is in your hands.
As I do every month, I'll remind you again that you can receive daily up-to-date legislative reports via your e-mail by registering for SAI's legislative listserve on the
SAI webpage . Simply follow the instructions.
Since I can't comment on a bill that's not seen the light of day, I'd like to offer some pointers this month about communicating with your legislators. As I've stated in the past, the strength and the impact of SAI's lobbying efforts rests with each of you. Legislators do listen when I visit with them about SAI's beliefs and positions on various legislative issues. However, almost to a person, they tell me that the message is even more influential when their school administrators "back home" talk to them about the issues.
So what can you do to help with shaping the legislative actions of the General Assembly? It's really not that hard.
The most important thing you can do is to concentrate on relationship building with your senators and representatives. While it's easier to do during the interim between legislative sessions, you can still have a major impact on what emerges from the 2001 session by starting your relationship building efforts today.
If you haven't taken the time to introduce yourself to your elected officials, there's no better time than right now to do so. Most legislators hold town meetings in their districts when they go home for the weekends. Find out when and where their next meeting is and plan to attend. Yes, it'll take up part of your Saturday morning, but it'll be worth it in the long run. Listen to what's being said about education issues, and don't be afraid to express your opinions. When the opportunity presents itself, introduce yourself to your legislator and see if you can set up a time to meet privately regarding the education issues that the legislature is debating and the issues that are most pressing to you in your local school district.
Strive to build and maintain a strong working relationship, one that's built on mutual respect. Be honest and straightforward when talking to legislators. They're often on a tight time schedule, so you need to get to the point, identify the issue(s) you wish to discuss and what specific action(s) you'd like to have take place. Remember that it always strengthens your position if you're able to provide concrete information, data, relevant anecdotes, etc. If you're able to prepare a handout, keep it brief and to the point so that it's more likely to be read.
Avoid contacting your legislators only when you want or need something. If you've done a good job of relationship building, it's much easier to ask them to support your requests and issues. The more time and effort you place on building a trusting working relationship, the more likely legislators will seek you out for information and assistance as they propose and debate educational issues.
Another key point to consider when making legislative contacts is that elected officials want to know how your requests will help kids. Never forget the power of tying your ideas to improving educational opportunity and academic achievement. By and large legislators don't respond well to requests that are seen as self-serving. They want to know, ultimately, how Iowa's youth will be impacted by their policy-making efforts. That goes for anything from IPERS improvements to teacher compensation proposals.
Finally, remember to educate your public. When the public starts demanding policy initiatives that are in line with your needs, the legislators will be quick to respond. After all, legislators do have the next election cycle as a motivating force. They understand the will of the public and the power of the vote. Getting your constituents to see things your way will ultimately help pass legislation that improves schools.
I'd be interested to hear from any of you who are making contacts with your legislators. What has been the response? How "education-friendly" have they been? What are the trends that you're observing? Drop me a line via e-mail (
marcus@sai-iowa.org). Thanks to all for your efforts!


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A Great Asset!
by Dr. Elaine Smith-Bright, SAI Director of Professional Development

Who is the one support person most administrators just could not live without? That's right, your secretary! That marvelous person who acts as a receptionist, answers the phone, calms the angry parent before putting the call through, corrals the students sent to the office for discipline, substitutes for the nurse or acts as the nurse, word processes anything, keeps matters confidential, and praises you to the community. All that activity, too, in the space of about five minutes.
In my career as a school administrator, I was fortunate to work with four of the best school secretaries in the state. They ran an office like a finely-oiled machine and each did so with an honest, caring, efficient, supportive demeanor. One of them did, and still does, have this wonderfully smooth, inviting voice over the intercom. She could say the simplest message like, "Lunch has been changed to the late schedule for today," and the whole building would stop to listen. I always had her call in the students for discipline; it was like they were responding to a siren call.
The frontline army of communicators in most schools is the support staff. They are, most often than not, the first people to greet children and parents each day. Support staff have a tremendous credibility with the public, and along with that, a tremendous opportunity to deliver a good first impression of your school or district. In a July 2000 Gallup Poll the principal's secretary ranked fourth in importance in answer to the question, "Whom do you trust in your school?"
Most secretaries work at schools because they love the special atmosphere around children, parents, teachers and administrators. They certainly don't stay in such hectic, time-consuming positions because of the salary. In fact, last year at one of the seminars we presented, I shared this cartoon. It got a great laugh from the secretaries who were in attendance.
We all need to be sure to recognize the valuable contribution these special people make in our schools. Few can offer a substantial raise, but you could send them to the SAI's Secretaries Workshop on Wednesday, April 4, 2001, at the Polk County Convention Center. It's a great opportunity for them to share with other secretaries a day of FUN, FOOD, LEARNING, AND NETWORKING! They'll come back to you happy and refreshed, I promise. They might even win a door prize!

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E-Communicators - Harnessing the power of e-mail for building community support
by Sharon Miller, Director of School and Community Relations, Waterloo Community School District

Getting accurate information out quickly to influential people challenges every organization. Schools are no exception. Events unfold rapidly; news, especially the bad kind, travels fast. Your local media may tell only one side of the story. You want the full story in the hands of your constituencies before they draw false conclusions from rumors or media reports.
One effective strategy: harness the power of technology to build support and confidence in your schools. E-mail gives you the opportunity to broadcast the full story, right from your desk in a high-tech variation of the "Key Communicators" network long advocated as a powerful tool for education administrators. (Note: while more and more people now have e-mail, this strategy can be adapted to fax technology, and even a letter is better than excluding a Key Communicator.)

Enlisting Effective E-communicators

Keep the Information Flowing

Before long, you'll have a far-reaching, almost instantaneous, communication tool for building support and confidence in your schools.

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