Performance management is increasingly becoming a crucial element of leadership, especially within educational institutions. This process involves setting and monitoring goals for individuals, teams, and organizations and is sometimes linked to financial incentives. The implementation of performance management largely depends on the cultural context in which it operates.
In a collaborative environment, performance management tends to be developmental and supportive, while in a more bureaucratic setting, it may be perceived as evaluative, focusing primarily on accountability. This chapter explores the relationship between performance management and motivation, highlighting how setting ambitious goals and delegating authority can enhance motivation. It is also related to institutional and individual development, where performance targets can be achieved through professional growth opportunities.
Managing Performance within Educational Institutions
For the past 150 years, various performance measurement techniques have been used in UK schools to ensure educational success. Initially, inspectors assessed teachers based on students' rote learning through the "payment by results" system in the late 19th century. This evolved into periodic inspections in the 20th century, leading to often ineffective open appraisal systems. The introduction of the Education Act 1988 and the establishment of the Office for Standards in Education (Ofsted) led to more frequent evidence-based inspections, influencing other countries like New Zealand. Today, many countries use a combination of external assessments and self-evaluation in self-managed schools, ensuring alignment with government-set objectives.
Approaches to performance management can vary significantly based on leadership style and context. Leaders may focus on quantitative, scientific assessments, qualitative, humanistic approaches, or adopt a pragmatic combination of both. Assessment and evaluation are designed to promote educational outcomes and leadership effectiveness. League tables and published reports have become key motivators for achieving success, with distributed leadership being evaluated as part of the process.
For head teachers, performance management objectives should include creating stronger links between school and management systems, developing strategies to improve classroom standards, enhancing target-setting and review procedures, and reconciling differing stakeholder views on appraisal and performance management systems for personal development, performance monitoring, and rewards.
Performance Management Framework
The shift toward performance management in English schools is supported by a legal framework aimed at improving educational quality by funding and enhancing teachers' work. This framework ensures a focus on effective teaching and leadership, benefiting students, teachers, and schools. Performance management should become part of the school's culture through a cyclical process of planning, monitoring, and reviewing.
Planning
In the planning stage, school leaders, such as head teachers, deputy head teachers, and senior teachers with management responsibilities, meet with individual teachers to discuss their priorities. These priorities should include both student needs and teachers' professional goals, with objectives set for the upcoming year. This discussion is based on the school development plan, departmental plans, and student achievement data. Objectives should encompass students' progress in the broadest sense.
Monitoring
The monitoring stage involves continuous progress reviews by teachers and team leaders, with supportive actions taken as needed. Professional development is an integral part of this process, linking teachers' growth goals with student progress objectives.
Reviewing
Finally, the review stage is conducted at the end of the year, recognizing achievements and identifying areas for improvement and further professional development.
In conclusion, performance management is an essential tool for enhancing leadership and driving success in educational institutions. By fostering a culture of goal-setting, monitoring, and development, schools can create an environment where both teachers and students can thrive.