LEADING FROM THE MIDDLE: GETTING IT DONE How can middle leaders close the gap between big thinking and successful doing? - Getting it Done White ...

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LEADING FROM THE MIDDLE: GETTING IT DONE How can middle leaders close the gap between big thinking and successful doing? - Getting it Done White ...
JANUARY 2023

LEADING
FROM THE
MIDDLE:
GETTING IT DONE
How can middle leaders
close the gap between
big thinking and
successful doing?
EXECUTIVE SUMMARY:
FROM MIDDLE MANAGEMENT TO
MIDDLE LEADERSHIP

Edinburgh
January, 2023

We’ve seen what’s possible with the incredible but       "I have developed skills in
often neglected cadre of department heads,
coordinators, year group leaders and technology
                                                         leading "from behind". I am
coaches in schools. Since we started our Leading         learning how to coach and
from the Middle course in the height of the              mentor individuals and my
pandemic, we’ve worked with over 300 of them, and        team through strategic and
their senior leaders, to reinvent middle                 authentic methods. Many of
management as Middle Leadership.
                                                         the ideas shared in this
We’ve seen every participant record signi cant           programme have helped me
increases in their con dence to lead and to enable
others. And they prove they’ve the skills to do so.
                                                         develop those strategies and
                                                         methods.”
One part of the course stood out as immediately
useful and popular. And it was sorely lacking in any     2021 Graduate
other training they’d had. Participants were most
engaged by the skills, structures and attitudes it
takes to make ideas happen, on the ground.

You see, there’s an implementation gap in
most schools and school systems.
The gap is between what senior leaders and Boards decide
and envision, and what action ends up happening in
classrooms and in the broader community.
For decades, Middle Leadership has been poorly understood
and poorly used in most schools. Research shows it’s seen as a
thankless stepping stone to senior leadership, a necessary
administrative function to keep a small team organised, and
conduit for senior leadership’s missives (Forbes 2017).
And nearly half of middle and senior leaders don’t take up any
opportunities to develop their leadership skills, knowledge and
mindset (Victoria State Government, 2021).
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LEADING FROM THE MIDDLE 2023

          So it follows that much of the training and support           "Following this program my
          offered to middle leaders, if there's any support at all,
          takes the form of in-service sessions that focus on the
                                                                        leadership style changed. I
          tools of facilitating meeting time with peers and             became more open and
          perfunctory management tasks. Or it’s related to the          encompassing. I listened, I
          subject or curriculum they teach.                             became more supportive.
          Much of the job remains managerial, rather than               Most importantly, I realised
          leadership-based. If we assume that “the cost of              that with opportunities for
          learning has its payoff in future performance”                middle leadership to lead,
          (Edmondson, 2008) then it is no small wonder we’re not
          getting the most out of our talent.
                                                                        their con dence will grow
                                                                        and change will happen.”
          From managing to relationship-building                        2021 Graduate
          Relational leadership offers an ambitious starting point
          for the development of a different type of Middle Leader
          in schools, who informs and inspires the kind of agile,       “This program really helped
          whole-school, interdisciplinary work that is needed to        me re ne my ideas and start
          create the exceptional learning experience our young          conversations I used to
          people deserve. Getting good at the skills of relationship    think there was not enough
          building, idea creation, and sharing the load takes time      time for. It gave me the
          and expertise.
                                                                        con dence and tools to help
          Implementation of ideas is one of the most di cult
                                                                        me think through the
          things to get right. Even if you’ve got a great strategy
          and the planning looks solid, there are still many            situation on my own.”
          hurdles to overcome when it comes to executing                2022 Graduate
          those plans successfully.
          If you’re looking to roll out a successful pilot to
          something more visible across a whole community, then
          some of the approaches we’ve developed for the
          Leading from the Middle course are essential.
          We hope this white paper serves as a provocation, and a reminder of
          what the exciting job of educational leadership is all about, whatever
          level you’re operating at today.

          Ewan McIntosh, Edinburgh                Jeremy Weinstein, Melbourne
          Founder, NoTosh                         Senior Consultant
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2020: MIND THE GAP
          2023: BRIDGE THE GAP

          There is a vast cadre of middle managers       Remind and re ne the longer term strategy
          and aspiring leaders who want to take on       Reframing the vision so there’s always
          greater responsibility for school              something to reach for; deciding on bold
          improvement. But the pathway from the          moves and the resources to realise them.
          idea of change to making that change
          happen isn’t clear.                            Seek and retain talent
                                                         Engaging with the team and seeking the
          Schools are cluttered with busy work,
                                                         best talent budget allows; making sure that
          placing demands on time (perceived or
                                                         the value of that talent is re ected in the
          actual) that force more managerialism than
                                                         outcomes of students.
          curriculum or learning leadership.
          Add to this an observation: senior leaders     Make sure teams work as a team
          sometimes underestimate what their             Defending the shared vision of the school
          middle leadership is capable of achieving      against individual bias and agendas.
          for whole-school improvement, or they
          might be nervous about asking any more of      Empower the senior leadership team
          a hard-worked group.                           Taking the leadership team’s vision beyond
                                                         immediate urgency or meeting agenda;
          It’s a fatal cocktail for any organisation
                                                         balancing and matching up capabilities to
          wanting to make change happen.
                                                         achieve more together than an individual
          Each leader needs to know what is within       department can on its own.
          their eld of control, and what is not. By
          focussing on their eld of control, the         Engage the community
          leader is able to create more in uence         Revisiting and reinforcing the long-term
          across the system, to get ideas moving on      purpose, or ‘why’, of the organisation;
          the ground (Covey, 1989). There are six        building up resilience ahead of any future
          elements of work in a school that are in the   crisis.
           eld of control of only the most senior
          leaders - concentrating on these six           Act as the example
          elements, every day, leaves little room to     Managing their own time and energy,
          be doing the work of Middle Leaders as         becoming the model for others; planning
          well. These elements are:                      beyond themselves, for the good of the
                                                         community.
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LEADING FROM THE MIDDLE 2023

     What do excellent Middle leaders do?
     Most middle leaders know what they’re expected to achieve: the best
     possible learning outcomes for every student. But less clear is what
     excellent middle leaders do to help achieve that:

     1. They clear the decks: they’re e ective individuals
           Middle leaders organise themselves in a way that places the
           improvement of teaching and learning at the heart of every action and
           job they have to undertake.

     2. They understand what matters
           Understanding what you really stand for, and the dif cult discussions
           and negotiations you’re prepared to have, helps remove unnecessary
           hurdles to a school system trying to achieve a collective goal.

     3. They build relationships
           Relationships are the fundamental quality of any successful team,
           and are not de ned by the department or organisational unit in which
           you nd yourself. In fact, as Jaser writes in her 2021 HBR article,
           middle managers play a vital role as leaders that connect senior
           leaders to junior employees saying, “It is time to … recognize middle
           managers as connecting leaders.”

     4. They understand strategy and their role in it
           Middle leaders need to sit at the same table as senior leaders when it
           comes to understanding how strategy works, and what their role is in
           shaping their team’s goals towards a shared outcome.

     5. They learn how to create a shared impact
           Schools generate hundreds of stories every day that can inform what
           we do tomorrow, and middle leaders are the key to unlocking every
           one of those learning moments.

     6. They develop a prototyping culture for the long term
           Design a simple process that helps people know they’re on the right
           track, doesn’t let effort go untested for too long, and provides support
           for ideas that are runaway successes. This requires consistent,
           regular re ection.
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LEADING FROM THE MIDDLE 2023

From knowing what to do, to how to do it.
So we know we need to do these things. But how do you do them? That’s
what our Leading from the Middle participants wanted to explore the most.
Overcoming the implementation gap involves spinning a few plates at once.
That’s why it’s hard. The key aspects that make up a successful
implementation process include:
  •   Gathering information
  •   Igniting passions
  •   Sharpening the focus
  •   Identifying what you need
  •   Identifying the most suitable talent
  •   Co-designing concrete goals
  •   Over-communicating
  •   Tracking progress
  •   Evaluating your impact.

GATHER INFORMATION
Successful plans start by identifying a problem that people acutally
experience. Too many plans set about solving problems that don’t matter or
don’t exist. Traditionally, managers are taught that this is all about framing
the key deliverables for a project, the milestones and a deadline. Most
organisations then communicate their plan after they have developed it.
That’s a huge mistake.
None of that work requires leaving your desk.
And none of it really gathers information. It doesn’t get a community
engaged with it.
Instead, we want to source the rationale behind a project in the rst place.
That means listening to your community from day one. We want to gather
the type of information that tells us their real needs and desires right now.
  • What type of teaching and learning do you want to see?
  • What do you think you need to succeed?
  • What opportunities do you want to explore or which problems do you
     want to solve?
The answers to these questions will act as a rudder to help steer your
project.
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LEADING FROM THE MIDDLE 2023

IGNITE YOUR PASSION
Passion creates a sense of connectedness. It builds a connection
between teammates, a connection to our human need for
meaningful work and a connection to each individual’s sense of
value and contribution. It also provides the engine to keep going
when the going gets tough. So it’s worth re ecting on whether
there’s anything in the information you’ve gathered that gets you
excited.
Once you’re sure of the exciting things that all that data points to,
don’t assume others will get excited in the same way from the
start. Paint the picture for your team by connecting each job in the
project to a broader purpose that everyone can buy into.

SHARPEN YOUR FOCUS
Ensure you have a sharp focus on what you’re trying to achieve.
Keep it simple. There’s a reason jokes and political speeches talk
about things in groups of three. By using this ‘Rule of 3’ you can
simplify strategies, metrics, and actions. But that also means
you’ve got to strip things away and really focus.
Go one step further than that, and identify just one big thing
you want people to focus on. Decide what is most important, the
one activity that most directly helps you execute your plan even if
nothing else is achieved.
And know when to say ‘no’ to activities, tasks, reports, meetings,
and projects that do not directly support your plan. Do it quickly,
delegate it, defer it until later if it doesn’t need done now, or dump
it if it doesn’t seem relevant.

IDENTIFY WHAT YOU NEED
Once you have established the scope of the project, consider
what key resources you need to complete it. These resources vary
from project to project, but often include raw materials,
equipment and staff. You can create a list to help you keep track
of these resources or use a project management software tool to
help you stay organised.
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LEADING FROM THE MIDDLE 2023

          TALENT TO TASK
          By de ning what role each team member is ideally suited to
          perform throughout the project, you can increase ef ciency and
          better predict your timeline. Before assigning tasks, consider
          which team members have availability and what their strengths
          are. Then pair them with responsibilities that match their
          availability and skill set to increase the overall quality of your
           nished project. Two important ways of giving your staff the best
          chance of success are to:
            • Treasure your talent by treating employee development as a
              perpetual priority and coaching them with four steps:
              explain, ask, involve, and appreciate.
            • Get systematic by creating repeatable work systems and
              collaborating with clear roles. Who’s going to lead the team,
              do the work, share their expertise, or get informed?

          CO-DESIGN CONCRETE GOALS
          The temptation is for a middle leader to map out all the goals and
          milestones ahead of time, then launch. But goals owned by the
          individuals in the team create more momentum to move your plan
          towards fruition.
          So co-design your goals with the people doing the work.
          Link your team’s activities directly to the plan. Clearly connecting
          the day to day actions of the team to a couple of goals that they’ve
          co-designed with you brings much-needed structure and routine. It
          will also highlight the areas that might have been overlooked and
          apply an additional element of pragmatism.
          Setting goals with, not for, your team helps draw out things like:
            • Whether the plan is realistic given resource constraints;
            • If you have the right people and skills to execute every
              aspect of the plan;
            • How well people have understood your overarching
              objectives.
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LEADING FROM THE MIDDLE 2023

OVER-COMMUNICATE
Don’t fall into the trap of doing a great job of communicating at
the start, only to see efforts fall away as people go back to
business-as-usual. Expose your plan to your people, keep it alive
and up-to-date, and have people engage with it regularly.
Determine what method of communication your team may be
using and how frequently you expect status updates. The
channels of communication you use can help your team relay
important information more effectively, encourage collaboration
and build trust between team members.
Share your plans with the whole community. Use town halls, video
conferencing, newsletters, whatever works best in your situation.
But communicate the plan to get everyone behind it and share the
progress that’s being made.
Communication needs to be two-way. You want to avoid the
‘silence spiral’, where a lack of information is lled with rumour
and uncertainty. Be proactive about your communication. You may
also consider scheduling a recurring communication checkpoint,
such as a biweekly meeting or a termly status report. This can
help you hold your team accountable and ensure consistent
communication throughout the project.
Celebrate your success. Do this throughout the project every time
a goal is accomplished to motivate and engage everyone in your
team.

TRACK AND CAPTURE
Ensure everyone regularly updates the progress of their own tasks
and goals.
Updates should include concrete measurements of progress
against the goal, as well as a short line or two of commentary to
add colour. That’s it. It takes two minutes, as long as you’ve
actually done something to report on.
It’s a given that sometimes you’ll need to edit the deadline of a
goal or even rewrite it entirely as your project evolves. Just make
sure you communicate those changes.
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LEADING FROM THE MIDDLE 2023

     EVALUATE YOUR IMPACT
     At the end of a term-long sprint of work, or at the end of a project,
     have a discussion to see what impact you’ve made - it’ll help work
     out what you do next:
       •    Did you keep to schedule?
       •    Did it need more money?
       •    Was the quality what you expected?
       •    Are people happy with the impact so far?
       •    Does the project still t with the guiding principles of the
            school?
     It’s also important to gather stories of those ‘meaningful
     moments’. Find the stories of impact that show something
     interesting about student engagement, students taking on more
     responsibility or improvements in academic results. What are the
     tangible, concrete, lived moments that indicate the desired
     change has been made and the intended outcomes reached?

     Make sense of the ideas, and apply
     them quickly
     Reading about what you can do doesn’t make it             “So much of what was
     happen. That’s why NoTosh created the online              shared over this course
     programme Leading from the Middle, where you
                                                               resonated with me, both
     learn the ideas and apply them, on the job, as you
     go. The course helps participants                         from a theoretical/research
                                                               perspective and from my
       • Understand their leadership strengths;
                                                               own personal perspective
       • See how to be a more effective leader with
         their own team; and                                   based on years of
                                                               experience.”
       • In uence change across the system.
     It’s a three-part course, offering 16 hours of live       Lisa Lyle, Director, Zurich
     sessions, over three months, with bonus sessions,         International School 2021
     events and a learning platform that will bring any        Graduate
     middle leadership team into their own.
     Short-term challenges, however pressing,
     monumental, and all-consuming, can’t become
     long-term managerial challenges for a senior
     leadership team. Their communities expect leadership, not
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LEADING FROM THE MIDDLE 2023

 management, and an eye on the next phase of transition from
 where we are today, to a brighter place tomorrow. That leadership
 comes not just from the top, but by Leading from the Middle, too.

 Relentlessly successful
 The Leading from the Middle course is particularly successful in
 empowering leaders to ‘enable others’. This is a vital skill for all
 leaders as, ultimately, they cannot do it all on their own — and nor
 should they.
 The other key success of the programme has been in increasing
 leaders’ ability to create a more effective vision: in the busyness
 of schools, leaders have often deprioritised this in the past. With
 the capacity to co-design a vision with their teams, middle and
 senior leaders have found it easier to bring colleagues on-side
 with challenging projects.
 Finally, we see that leaders’ con dence has risen, whether they
 are senior leaders or aspiring leaders. We provide easy-to-
 remember tips, immediately useful tools, and the opportunity to
 dig deeper into more complex ideas. But we also couple the
 learning with an expectation to put them to work in a concrete
 project during the programme. This helps leaders return to their
 schools with a renewed sense of purpose to lead and enact
 meaningful change.
10.00%

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7.50%
                                      7.55%
         6.75%
5.00%                   5.81%
                                                     4.83%

2.50%                                                                                                3.03%
                                                                                                                   2.57%
                                                                                       1.30%
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                                                                                                      NoTosh Ltd               NoTosh Australasia
Let’s start talking.                                                                                  27 Lauriston Street
                                                                                                      Edinburgh
                                                                                                                               PO Box 47
                                                                                                                               Collins Street West
hello@notosh.com                                                                                      EH3 9DQ                  Victoria 8007
                                                                                                      United Kingdom           Australia
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DIG DEEPER

Our Research
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individual to ecosystem learning outcomes. Retrieved January
2021: https://medium.com/the-shape-of-things-to-come/
facilitating-communities-of-practice-from-individual-to-ecosystem-
learning-outcomes-bf7b54660b08
Anicich, E.; Foulk, T.; Osborne, M.; Gale, J.; Schaerer, M. (2020).
‘Restore Your Sense of Control — Despite the Pandemic’, Harvard
Business Review, September 10, 2020. Retrieved September
2020: https://hbr.org/2020/09/restore-your-sense-of-control-
despite-the-pandemic
Covey, S. R. (1989). The seven habits of highly effective people:
restoring the character ethic. New York, Simon and Schuster.
Dewar, C.,. Hirt, M., Keller, S. (2019) The mindsets and practices
of excellent CEOs, McKinsey Insights. Accessed November 2020:
https://www.mckinsey.com/business-functions/strategy-and-
corporate- nance/our-insights/the-mindsets-and-practices-of-
excellent-ceos
Edmondson, A (2008). 'The Competitive Imperative of Learning’,
Harvard Business Review. Accessed January 2021: https://
hbr.org/2008/07/the-competitive-imperative-of-learning
Forbes Coaching Council (2017) The Most Common Ways You’re
Neglecting Your Middle Manager and What To Do About It.
Accessed November 2020: https://www.forbes.com/sites/
forbescoachescouncil/2017/10/11/most-common-ways-youre-
neglecting-your-middle-manager-and-what-to-do-about-it/
Fullan, M (2019). Nuance: Why Some Leaders Succeed and
Others Fail. Thousand Oaks, CA; Corwin Press.
Gino, F (2019). ‘Cracking the Code of Sustained Collaboration’,
Harvard Business Review. Retrieved 20 April 2020, from https://
hbr.org/2019/11/cracking-the-code-of-sustained-collaboration
Elliot, B. (2021) ‘It’s Time to Free up the Middle Manager’,
Harvard Business Review, May 21, 2021. Retrieved December
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LEADING FROM THE MIDDLE 2023

2021: https://hbr.org/2021/05/its-time-to-free-the-middle-
manager
Harris, A.; Jones, M. (2020) COVID 19 – school leadership in
disruptive times, School Leadership & Management, September
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Harris, M.; Tayler, B. (2019) ‘Don’t let metrics undermine your
business’, Harvard Business Review. September 2019. Retrieved
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your-business
Hu Chan, M (2017). Is Your Company's Teamwork Out of Whack?
Listen to Alan Mullaly, Inc.com. Retrieved January 2021: https://
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whack-listen-to-alan-mullaly.html
Irwin, T. (2019) Designing for Systems-Level Change and
Transitions Toward More Sustainable Futures. Retrieved
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v=fDmBXxRqsW8
Jaser, Z. (2021) ‘The Real Value of Middle Managers’, Harvard
Business Review, June 07, 2021. Retrieved December 2021:
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TAKE IT FURTHER

www.bcg.com/publications/2020/responding-to-covid-19-on-
multiple-timescales
Toop, J. (2017) Middle leadership can unlock your school’s
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West-Burnham, J and Otero, G (2012). Leading Together to Build
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Improve. Retrieved 13 July 2020, from https://medium.com/
swlh/why-youre-struggling-to-lead-and-how-to-
improve-7dac0b810ff6

                                                                 NoTosh Ltd            NoTosh Australasia
Let’s start talking.                                             27 Lauriston Street
                                                                 Edinburgh
                                                                                       PO Box 47
                                                                                       Collins Street West
hello@notosh.com                                                 EH3 9DQ               Victoria 8007
                                                                 United Kingdom        Australia
Join us February-May
Read more on NoTosh’s Leading from the Middle course:
https://learn.notosh.com/leading_from_the_middle

Part 1: Learning what it takes to become a con dent leader
Find your cause and create your vision. Gather insight from those around you to work out
your starting point. Learn the productivity skills that will win you back an hour a week.

Part 2: Learn what it takes to put your leadership into action with a team
Make your ideas better through a Pre Mortem. Co-design Objectives and Key Results with
your team. Recruit the right people to your idea. Act agile and build momentum.

Part 3: Learn what it takes to in uence the system and grow your ideas to some
scale
Act more collaboratively: how to work together and enjoy it. Learn the communication
habits that generate trust and build relationships. Learn key negotiation tactics and how to
engage in hard conversations. Celebrate your successes and trade your learning.

Ask us for a discount for groups of ve or more, and members of certain education
associations: hello@notosh.com
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Join Leading from the Middle each
year, February-May.
www.notosh.com
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