CULTIVATING SYSTEMS LEADERSHIP IN CROSS-SECTOR .

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CULTIVATING SYSTEMSLEADERSHIP IN CROSS-SECTORPARTNERSHIPS:Lessons from the Linked LearningRegional Hubs of ExcellenceAUGUST 2017

Linked Learning Regional Hubs of Excellence Initiative PartnersAbout The James Irvine FoundationSince 1937, The James Irvine Foundation has provided more than 1.6 billion in grants to over3,600 nonprofit organizations across California. The guiding principle in all the Foundation’sgrantmaking is to expand opportunity, and in 2016 Irvine announced a specific focus ofexpanding economic and political opportunity for California families and young adults thatare working but struggling with poverty. For more information, visit www.irvine.org.Contact: Christina Garcia, cgarcia@irvine.orgAbout Jobs for the FutureJobs for the Future (JFF) is a national nonprofit that builds educational and economicopportunity for underserved populations in the United States. JFF develops innovativeprograms and public policies that increase college readiness and career success andbuild a more highly skilled, competitive workforce. With over 30 years of experience,JFF is a recognized national leader in bridging education and work to increase economicmobility and strengthen our economy. For more information, visit www.jff.org.Contact: Marty Alvarado, malvarado@jff.orgAbout Equal MeasureEqual Measure is a Philadelphia-based evaluation and philanthropic services nonprofit. Formore than 30 years, Equal Measure has worked with public, private, and nonprofit partners toevaluate the impact of their efforts on issues such as improving access to education, addressinghealth disparities, and revitalizing neighborhoods. Through its evaluation and philanthropicservices, Equal Measure seeks to “elevate insights that help shape powerful investmentsand fuel sustainable social change.” For more information, visit www.equalmeasure.org.Contact: Meg Long, mlong@equalmeasure.orgAbout Harder CompanyHarder Company Community Research works with public- and social-sector organizationsacross the United States to learn about their impact and sharpen their strategies toadvance social change. Since 1986, our data-driven, culturally-responsive approachhas helped hundreds of organizations contribute to positive social impact for vulnerablecommunities. Learn more at www.harderco.com. Follow us on Twitter: @harderco.Contact: Michael Matsunaga, mmatsunaga@harderco.comEqual Measure Harder Company Cultivating Systems Leadership in Cross-sector PartnershipsPage 2

About this Issue BriefInvestments in the social sector have become increasingly complex, with many foundationsshifting from supports for single organizations toward more systemic strategies focusedon improving outcomes for entire communities. As a result, the field has become awash inregional, or place-based, investments that rely on cross-sector partnerships and networks todrive change. These efforts require coordination among stakeholders across all levels of thepractice and policy continuum – from direct service providers, to nonprofit intermediaries,funders, advocacy organizations, and policymakers.It is in this context, and in the spirit of continuouslearning, that The James Irvine Foundation’s LinkedLearning Regional Hubs of Excellence (Hubs)investment serves as a systems change experiment,offering insights and critical lessons that can informothers undertaking similar work. The aim of thisIssue Brief is to contribute to field dialogue andlearning about the role of leadership in complexsystems change strategies, particularly those focusedon producing equitable impacts in college andcareer readiness. This Brief is intended for a varietyof audiences – including stakeholders leading orparticipating in systems change efforts, funders,intermediaries, and/or technical assistance providers,as well as those evaluating or researching howcomplex change strategies evolve.Following a quick overview of the Foundation’sinvestment, we explore the following questions: W hat is systems leadership, and why is itimportant for advancing complex, place-based,multi-stakeholder change efforts? W hat are the characteristics of effective systemsleaders, and how can they be cultivated? H ow has systems leadership shown up in theHubs investment? W hat are the implications of this initiativefor others leading or participating in systemschange efforts?In the first two sections of this Brief, we draw heavilyfrom an extensive literature review (Appendix A).We expand on the available scholarship byincorporating the lived experiences of LinkedLearning Regional Hub grantees and their partners;perspectives from the initiative’s funder, technicalassistance partner, and evaluation team; andinterviews with key informants outside the initiative(Appendix B). Where possible, we use anonymousillustrative quotes from our interviewees to draw theirvoices directly into this publication.Equal Measure Harder Company Cultivating Systems Leadership in Cross-sector PartnershipsPage 3

About the Linked Learning Regional Hubs of ExcellenceBy 2025, the State of California projects ademand for one million additional career-readycollege graduates to meet the needs of employersand drive the state’s economy. This skills gapthreatens to contribute to the cycle of poverty forunderprepared, low-income students, as well as sloweconomic growth in some of the most impoverishedareas of California.Figure 1Linked Learning is a proven and widely supportedapproach to college and career readiness that hasexpanded to numerous school districts acrossCalifornia (Figure 1). But to accelerate the growthof Linked Learning strategies and their impact, localinstitutions have been called upon to collaborate anddevelop systems that connect efforts across sectorsin the region.LINKED LEARNING REGIONAL HUBS OF EXCELLENCE SITESCALIFORNIAEAST BAYTULARE-KINGSLONG BEACHEqual Measure Harder Company Cultivating Systems Leadership in Cross-sector PartnershipsSAN BERNARDINOPage 4

The Linked Learning Regional Hubs of Excellence is an initiative of The James Irvine Foundation to bringtogether K-12 school districts, postsecondary institutions, workforce intermediaries, employers, andcommunity-based organizations to implement a coordinated Linked Learning strategy (Figure 2). Theinvestment aligns with the Foundation’s goal to increase the number of low-income young people whocomplete high school on time and earn a postsecondary credential by age 25. A diverse group of four sitesbecame Hubs, each led by an anchor: East BayLed by the Oakland Metropolitan Chamberof Commerce ALL IN/Long BeachLed by the Long Beach College Promise (LongBeach Unified School District; Long Beach CityCollege; California State University, Long Beach;and the City of Long Beach)Figure 2 San BernardinoLed by a consortium (San Bernardino CountySuperintendent of Schools’ Alliance for Education;California State University, San Bernardino; andthe Inland Empire Economic Partnership) Tulare-KingsLed by INNOVATE Tulare-Kings and TulareKings Linked Learning ConsortiumLINKED LEARNING REGIONAL HUBS OF EXCELLENCE dersLocal TAProvidersResponsible forVision, Planning,AccountablityK-12Equal Measure Harder Company Cultivating Systems Leadership in Cross-sector PartnershipsCommunityPage 5

The initiative tests the efficacy and viability of aregional model to accelerate the demand for andnumber of graduates from pathways that blendhigh school, college, and career (see Framework,Appendix C). Anchor organizations manage a crosssector effort designed to promote the followingstrategies:» Increase the number of Linked Learningpathways by scaling pathways within schools,to more schools, and to more districts inthe region» Improve the quality of Linked Learningopportunities within available pathways» Align pathways across secondary, postsecondary,and workforce systems, to support moreseamless youth transitions» Adapt Linked Learning core componentsto postsecondary and workforce contextsAn important element of the Hubs approach is theability to organize, mobilize, and support the functionof a large, regional network of Linked Learningstakeholders. To do so well requires attributes wecategorize as characteristics of systems leadership.THE LINKED LEARNING APPROACHLinked Learning is an approach fortransforming high schools to prepare allstudents for college, career, and life. Itconsists of the following core componentsto help students advance their educationand career success: Rigorous Academics:Rigorous academics prepare studentsfor admission and success in California’scommunity colleges and universities –as well as in apprenticeships and otherpostsecondary programs. Career and Technical Education (CTE):CTE in the classroom delivers a sequenceof courses, emphasizing real-worldapplications and academic learning. Work-Based Learning (WBL):WBL exposes students to realworld workplaces via job shadowing,apprenticeships, internships, and more– and teaches the professional skillsneeded to thrive in a career. Comprehensive Support Services:Comprehensive support services includecounseling and supplemental instructionin reading, writing, and mathematicsto address the individual needs of allstudents, ensuring equity of access,opportunity, and success.Equal Measure Harder Company Cultivating Systems Leadership in Cross-sector PartnershipsPage 6

SECTION 1SYSTEMS LEADERSHIP: DEFINITION AND RELEVANCEWhat is systems leadership, and why is it important for advancing complex,place-based, multi-institution change efforts?In this Issue Brief, “systems leadership” primarilyrefers to leadership intended to bring aboutsystems change, but may also refer to leadership ofa particular system. Beginning in the late 1980s,organizational learning scholars began to emphasizethe importance of systems thinking as a disciplinethat individuals and organizations can use to bringabout change and achieve goals. Building on thisconcept, more recent work has emphasized thecritical role systems leaders must play in increasinglycomplex and interconnected environments. Writingon the topic of systems leadership is relatively new,and available scholarship overlaps with concurrentthinking in areas such as collective leadership,facilitative leadership, network entrepreneurship, andnetwork leadership.Leadership is one of the most broadly studied topicsin the field of social and community change, andscholarship in this area has evolved to encompassmany theories of – and approaches for cultivating –leadership. 1One important distinction between systemsleaders and organizational leaders is in the suite ofinfluence, incentives, and levels of accountabilitythe leader can access. Whereas organizationalleaders often have authority to set direction andmake decisions, and are ultimately accountable fororganizational performance, systems leaders rarelyhave direct authority over the systems or networks ofstakeholders they are working to influence. As such,systems leaders must often exercise a wide rangeof dispositions, skills, and ways of working that helpadvance cross-sector, network, or partnership-basedstrategies.Systems leadership is among the foremostchallenges and opportunities of the Linked LearningRegional Hubs of Excellence initiative. To achievethe goals of the initiative, individuals withinHubs must lead systems change efforts acrossthe K-12, postsecondary, and workforce sectors,and in coordination with other critical regionalpartners – including employers, community-basedproviders, advocates, health and social agencies, andpolicymakers.1 The concepts of transformative leadership (e.g., Bass, 1990), adaptive leadership (e.g., Heifetz, 1994), and distributedleadership (e.g., Spillane et al., 2001) are examples of leadership theories that have received significant attention in thesocial sector. While this Issue Brief focuses on systems leadership, the evaluation team acknowledges that scholarship on othertopics in this domain is valuable.Equal Measure Harder Company Cultivating Systems Leadership in Cross-sector PartnershipsPage 7

What are the characteristics of effective systems leaders, and how canthey be cultivated?While labels and definitions related to systemsleadership will continue to evolve, the themeswe identify strive to unify current thinking onthe topic.Figure 3Through a review of the literature and our work onthis initiative, the evaluation team identified ninecharacteristics of effective systems leaders. Wepresent these in Figure 3, categorized as dispositions,skills, and ways of working.2NINE CHARACTERISTICS OF EFFECTIVE SYSTEMS LEADERSWAYS OF WORKINGSKILLSCreate opportunities forindividuals at multiple levelsof the system to see benefitsof their participation in theshort and long terms.Establish ways to promotethe collective as the unit ofinfluence (rather than theindividual) and the inclusionof all system actors.Understand nuance, whilemaintaining the “big picture”and seeing the dynamicsinherent within complexsystems.Incentives andPayoffsSystemsThinkingEmbrace learning, ambiguity,risk, and experimentation.OpenMindsetEmpowermentWork collaboratively withCo-creation ofpartners and stakeholders toStructures to Supportdevelop processes and structuresthe Workthat facilitate joint work.UnwaveringAttentionto DEIA Focuson ResultsHelp others stay focusedon results, especially changesthat will improve programs,services, and outcomes forintended beneficiaries.DISPOSITIONSActively apply diversity,equity, and inclusion as alens during the systemschange effort.Relationshipsand TrustEffectiveCommunicationSupport productive workingrelationships and shared trustamong multiple stakeholdersin the system.Hear points of view that may be differentfrom their own and craft resonant narratives.2 See Appendix D for additional information about relevant attributes and skills.Equal Measure Harder Company Cultivating Systems Leadership in Cross-sector PartnershipsPage 8

SYSTEMS THINKINGSystems leaders understand nuance, whilemaintaining the “big picture” and seeing thedynamics inherent within complex systems.Systems thinking is about stepping back and seeingthe whole picture. Only from this “balcony view,”and with full “organizational awareness,” can leadersdetect patterns and interrelationships to leverage ordisrupt. This skill links to adaptive leadership, whichrests on the notion that to be influential, leaders mustconstantly assess what is happening in the system,and learn, innovate, and test solutions. Adaptiveleaders are averse to the status quo and are unafraidof imposing change on others. As one key informantcommented, it can be hard to balance the big picturewith the details needed to do this work well: “[It’s]being visionary, but also being able to get into theweeds, as needed.It’s hard to find leaders that doboth very well, but you have to have some comfort[working] at both levels.” Regional hub anchors ofthe Linked Learning initiative convene cross-sectorpartners and coordinate joint activities. This pointsto a network weaving role that relies on an ability tothink systemically.OPEN MINDSETSystems leaders embrace learning,ambiguity, risk, and experimentation.Systems change work is characteristically risky,innovative, and developmental. Those who leadsystems change efforts demonstrate audacityto disrupt the status quo for the sake of makingprograms and services more effective and true totheir purpose. They will let go of pre-set goals andagendas and identify what is critically needed andpossible, setting aside original strategies whenunexpected paths and opportunities emerge.Considering the variety of barriers to identify andaddress, an open mindset is important.Hub leaders noted the difficulty of this work, andthe need to normalize it with regional partners. Oneobserved, “You need to create a culture where it’sokay that it’s hard.”UNWAVERING ATTENTION TO DEISystems leaders use diversity, equity, andinclusion (DEI) as a lens during the work.Applying a DEI lens means that systems leadersmust be adept at creating constructive discomfortand tension around inequity to galvanize people toact. They have a deep passion for and commitmentto social justice, continuously bringing to the foreinequities embedded in the systems they wantto change.“You’ve got to create enoughtension that people are actuallygoing to change something.”As one leader noted, “You’ve got to create enoughtension that people are actually going to changesomething.Until people are so uncomfortable thatthey’re actually going to do something about it.”Getting people to increase their awareness andwillingness to work through the realities of racismand exclusion in our systems requires this degreeof constructive discomfort. Through establishingshared-power settings, leaders can create safe spacesfor deep thinking, discussion of difficult structuraland system challenges, intergroup dialogue, andbalanced participation of diverse stakeholders.Equal Measure Harder Company Cultivating Systems Leadership in Cross-sector PartnershipsPage 9

RELATIONSHIPS AND TRUSTSystems leaders create productiveworking relationships and shared trustamong multiple stakeholders.This is the strongest theme from the literature andinterviews. Leadership is relational, and relationshipsand trust help build the foundation for growth andchange. “Change moves at the speed of trust,” onekey informant commented. Systems leaders whoare in it for the long haul have patience for trustand the time it takes to see progress toward sharedgoals. Empathy is a critical emotional intelligencecompetency for building relationships and trust, andinvolves sensing others’ emotions, understandingtheir perspectives, and taking an active interest intheir concerns.EFFECTIVE COMMUNICATIONSystems leaders hear points of view that maybe different from their own and craftresonant narratives.Systems leaders are skilled at bridging divisions toshow where common interests lie. They can adeptlyfacilitate conversations that explore differentideologies and help others hear points of view thatare distinct from their own. They must speak thelanguages of multiple sectors – at times requiringone to become “bi-lingual [or] tri-lingual in termsof operating in these different spheres to createthe levels of trust needed to work together,” oneleader stated. Flexing the narrative for differentaudiences – e.g., shifting the degree of ambiguity,tweaking language, factoring in varied concerns – isa necessary tactic to galvanize system actors towardthe vision.The ability to translate goals and strategy topostsecondary and workforce partners, who may benew to “Linked Learning,” is a developmental skill forleaders of the Hubs. Communication has frequentlyrisen to the top of conversations among initiativepartners and grantees alike, reinforcing it as animportant capability of systems leaders.A FOCUS ON RESULTSSystems leaders help others stayfocused on results.One way to ensure that the collective “north star”remains at the center is to organize collaborativeactivities around results, rather than around sectoror program area, which can have the perverse effectof reifying the very silos systems leaders are tryingto break down. As one key informant observed, “Tolead these types of collaborative and complex efforts,you need to focus on outcomes and results first andforemost, not just trying to map what already exists.”“Change moves at thespeed of trust.”Then partners can tackle questions like, “What arethe key drivers? What are the key influencers of thatoutcome?” to align activities with desired outcomes.At the outset, in collaboration with partners andstakeholders, leaders should agree on what successlooks like, and create a plan for shared measurementof common goals. A focus on results and “early wins”constitute key sticking points for the Hub grantees.Equal Measure Harder Company Cultivating Systems Le

Equal Measure Harder Company Cultivating Systems Leadership in Cross-sector Partnerships Page 5 The Linked Learning Regional Hubs of Excellence is an initiative of The James Irvine Foundation to bring together K-12 school districts, postsecondary institutions, workforce intermediaries, employers, and

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