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We 7‘)“ .. . v QE‘v/LE/zs/ Illillill‘ljlllllllllllllllllllllllll ! ’ “mm 950 1 93 00784 3 Michigan State University This is to certify that the dissertation entitled STAFF DEVELOPMENT NEEDS AND PRACTICES IN SELECTED ISOLATED AMERICAN-SPONSORED OVERSEAS SCHOOLS presented by William F. Russell has been accepted towards fulfillment of the requirements for Ph.D. Education degree in 5501' Major p¥ofe . n (2 " Date ' , / W MS U is an Affirmative Action/Equal Opportunity Institution 0-12771 PLACE N RETURN BOX to remove this checkout from your roconl. TO AVOID FINES return on or baton dd. duo. DATE DUE DATE DUE DATE DUE 40 'I. -- I [Zr—l l___Jle__J CZE- l-l__ MSU Is An Atflrmdlvo Action/Equal Opportunity lnstltwon C.WM° STAFF DEVELOPMENT NEEDS AND PRACTICES IN SELECTED ISOLATED AMERICAN-SPONSORED OVERSEAS SCHOOLS BY William F. Russell A DISSERTATION Submitted to Michigan State University in partial fulfillment of the requirements for the degree of DOCTOR OF PHILOSOPHY Department of Teacher Education 1989 “/Vjfi'C’wa\L ABSTRACT STAFF DEVELOPMENT NEEDS AND PRACTICES IN SELECTED ISOLATED AMERICAN-SPONSORED OVERSEAS SCHOOLS The purpose of the research was to describe the meanings attached to the concept of staff development when considered in the setting of the isolated K-8(9) American-sponsored Overseas Schools (A/OS) and to determine which individuals and what factors effected its conduct and direction. The Heads of the nine isolated A/OS responded to a request by the Office of Overseas Schools (0/08) to produce a long range plan for staff development. The Heads were the chief participants in this study. Interviews and informal exchanges with the Heads of the schools and others associated with support agencies provided qualitative data which was supplimented by the examination of budgets, policy statements, and long range plans. From an analysis of this qualitative data, a survey was constructed through which a quantitative assessment was made of the relative importance, attached by the Heads to a number of elements of staff development. Data indicated that while teachers, members of the governing boards and the Regional Education Officer of the 0/08 had the potential to influence staff development in the schools, the Heads of the schools were dominant in this process. With a single administrator, the schools were reliant on the Heads of the school to lead in the conceptualization, design and implementation staff development plans. The Heads did not, in all cases, exhibit the characteristics of ability, training and/or experience necessary to fulfill this role. Staff development in the schools was found to be strongly associated with two elements. First, the high turnover of staff members (including Heads and board members) increased the importance of the recruitment and orientation of new staff members. Second, the isolated nature of many of the schools heightened the importance of professional conference attendance. These conferences served differing needs of professional and non—professional staff members of the schools. In appreciation for support and encouragement from loved ones, Blanche, Jeanne, and Aaron, . and friends Mr. Paul Stout and Dr. Bill Hampton. * I would like to thank the members of my committee, Dr. B. Bohnhorst, Dr. L. Romano, and Dr. M. Grandstaff with a special note of appreciation for my committee Chairperson and friend, Dr. Lois Bader. I would also like to thank Dr. Carlton Bentz and his colleagues at the Department of State, Office of Overseas Schools * Table of Contents Table of Tables Chapter I A Rationale for the Study Background Statement of the Problem Purpose of the Study Research Questions Importance of the Study Limitations of the Study Delimitations Methodology Definitions Organizations of the Dissertation Chapter II Introduction The American-sponsored overseas Schools (A/OS) The Office of Overseas Schools Commonalities in A/OS schools The Expatriate Community The A/OS School Board The Changing A/OS The Isolated Community Staff Turnover Orientation Staff Development - A General View The Role of the Administrator Staff Development in the A/OS schools Summary vi viii 10 10 ll 12 15 16 17 20 22 24 28 31 38 4O 45 50 66 74 80 90 100 105 Chapter III Introduction Methodology Human Subjects Data Collection Site Entry Chronology of the Study - The Consultancy Phase The Fall 1984 meeting of Heads Request for Support Phase I Data The Spring 1985 meeting of Heads Phase II Data The Fall 1985 meeting of Heads Survey Spring Heads meeting Closure Interview Chapter IV Introduction The Data Demographic Data Narrative Data Summary Survey Data Chapter‘v Summary and Conclusions Reflections of the Researcher Recommendations and Further Research Bibliography Appendix A Request for Assistance Appendix B Phase I Data Appendix C Phase II Data Appendix D Survey vii 109 110 113 114 117 123 124 125 126 127 128 128 129 130 131 133 133 138 147 162 168 190 192 194 199 202 204 208 Table 1 Table 2 Table 3 Table 4 Table 5 Table 6 Table 7 Table 8 Table 9 Table 10 Table 11 Table 12 Table of Tables Changes in the Numbers of A/OS Schools, by Region Enrollment in A/OS Schools Percent Distribution of Highest Earned Degree of C.A.O.'s of A/OS Schools by Student Population Grouping Attendence at ECIS Fall Conferences School Size and Student Nationality Staff Nationality and Recruitment Staff Turnover Professional Experience Of Teaching Staff Staff Training Head of School Data Relative Importance Attached to Four Orientations to Staff Development Relative Importance Attached to Seven Elements of Staff Development viii 26 45 96 104 139 140 142 144 145 146 163 164 Chapter I A.Rationale for the Study In 1984-85, over 4,500 U.S. teachers and school administrators lived and worked in independent American style schools outside of the United States. In cooperation with nearly an equal number of teachers, administrators, and members of school boards from other countries, these educators were charged with the responsibility for the education of over 91,700 American, host national and third national children. They worked in schools in at least 97 countries of the world, under the auspices of a variety of sponsoring organizations. (American-sponsored Overseas Schools (A/OS), 1984-85) These schools included those which had become well established and those which had come into existence as the result of recent shifts in the economic and political situation in some parts of the world. They included schools which had very large enrollments, such as in the International School of Manila with 2,048 students, and those of a few children of diplomatic families stationed at a remote mission such as Shanghai, China with 11 students. (A/OS, 1984—85) These schools existed in addition to and independent of schools which belonged to highly organized systems such as those managed by the 0.8. Department of Defense, those 2 operated by major international corporations and those under the auspices of missionary organizations. Though they received limited assistance from the U.S. government through the Department of State's Office of Overseas Schools (O/OS), they generally existed as individual entities, sponsored by a local association of parents who banded together in answer to a shared need for an American styled school for their children. It was a subset of this group, referred to as American-sponsored Overseas Schools (A/OS or occasionally ASOS), which constituted the population for this study. Regardless of the size, location, and composition of these schools, they shared the essential feature of schools everywhere: a community charged a group of professionals with the task of "educating" its young. Communities, whether expatriate or in the parent's home country, have always provided sets of expectations within which the schools were to function. Unlike the communities of parents in their home country, the expectations of the generally small expatriate community located in isolated areas have been complicated by a variety of conditions which have placed special demands on the personnel of the schools. These demands have included: 1. The parents desire that their children be able to re-enter the educational system of the country from which the parent originated and that they be prepared for university entrance. The school was expected to maintain "comparable" standards to that found "at home" regardless of physical, geographical, cultural and/or linguistic isolation; (King, 1968; Bale, 1984) 2. The communities charge that educators maintain and promote what were then currently deemed to be the best educational standards and practices. This implied that the staff of the school found it necessary to keep abreast of educational change in terms of methods and materials as well as educational policies of many of the major countries represented in the school community. Further, it was necessary that they be prepared to explain and justify the predominately American methods and materials used in the school to those parents who were unfamiliar with them. (King, 1968; Droppert, 1984) It was not uncommon for a school to have counted more than 30 nationalities in its student body, in varying proportions but not uncommonly with more than 50% host national and third country national students. This suggests that a variety of expectations existed and that disparate factions may have existed within a "community". (A/OS 1984-85) The communities were in a constant state of flux, having a rapidly changing student body, staff, parent body and therefore, board of directors. This had substantive implications for continuity of program and quality of instruction as well as for intra-staff and school/community interaction and relations. (Bentz, 1972; Mannino, 1970) A high percentage of the school's parent body (both mothers and fathers) were college graduates and had attained relatively 4 successful levels in their chosen professions. This suggested that the schools to which comparison were made represent among the best in the parent's home countries. It was not unusual therefore to find that the community members set exaggerated educational goals for their children. (Harvey, 1976) One might assume that these varied expectations posed formidable tasks for those who worked in and managed these diverse international schools. The Teachers At any given time, the educators who made up the professional staff of a given international school may have been teachers from the following groups: 1. first-time expatriate teachers - qualified and certified teachers recruited in the U.S. or elsewhere who were working abroad for the first time; 2. career international teachers - qualified and certified teachers trained in the U.S. or elsewhere who have made a career abroad, often moving from one international school to another: 3. dependent spouses - wives (and occasionally husbands) of individuals who have been stationed in the foreign country, having varied educational training, qualifications and certification; 4. host country nationals - teachers trained in the host country or abroad; in some cases, without training or 5 qualifications comparable to that in the U.S. or England; 5. untrained teachers - individuals who had varied educational backgrounds and skills, usually possessing some form of university degree, deemed suitable to fill an existing need. The complexities of maintaining a school program including combinations of the teachers with these characteristics, working in varied settings and conditions, and accountable to the melange of parent expectations previously described, has been a task of considerable proportion. (Bentz, 1972; Droppert, 1984) The large international schools, having the drawing power of location and/or employment benefits had little difficulty attracting highly qualified teachers. This was in contrast to the smaller, isolated school which may have lacked the location and/or resources associated with a large enrollment with which to be attractive to prospective teachers and administrators. (Domidion, 1964) King (1968) stressed the need for a well trained and remunerated staff in the improvement of the quality of the A/OS. The budgets of the schools under consideration have been, to a large extent, tuition based and the schools were typically not part of a larger unit or "district". As such, the accountability of the staff of the school was directly to the tuition paying parent body, separated by a relatively thin layer of bureaucracy. This bureaucracy typically consisted of a single or at most several administrators and a 6 board of directors. It was been the responsibility of the administrator(s) of each school to recruit and develop a staff which would accept the significant challenges of these schools and were able to fulfill the needs of the community. The Administrators As with the teaching staff of the small, isolated school, location and resources have affected the level of training and experience which the schools could demand in the recruitment of administrators. (Mannino, 1970) Further, the small school typically had a single administrator who was required to address all areas of administration. In this situation, he/she could not benefit from the shared efforts of several experienced and trained members of an administrative team. (Kelly, 1974) The Boards of Governance A/OS schools have typically been governed by boards composed of elected parents of students of the school and/or appointed representatives of governments and agencies having large numbers of employees with children in the school. These board members typically worked and socialized with the general parent body of the school. As has been the case with other members of the international community, board members may have been on relatively short tours of duty. This resulted in the rapid turnover of board members in the A/OS schools. (Bentz, 1972) 7 Staff Development in the a/os School A number of obstacles have existed to the development and maintenance of a quality program in the A/OS school. (Mannino, 1970) Had one accepted the simple and easily forgotten statement of King (1968) that, "The key to the school's success lies in the staff itself." (p. 5), a logical conclusion might have been that few elements of school's administration were of greater importance than the development of the staff. Thus, it might have seemed imperative that staff development be given a significant role in the culture of SChOOlS and that schools would have developed plans for this activity. It has been the responsibility of the administrator(s) and frequently the boards of directors of the schools to overcome the many obstacles in recruiting, developing and maintaining staffs which could cope with the difficulties associated with life in isolated conditions and which were able to satisfy the expressed needs of the varied and complex student and parent populations. Within this context, staff development may have taken on a considerably different meaning from that familiar to an administrator who may have gained his training in the U.S. and lacked international experience. Background In the Fall of 1983, it was suggested that the researcher attend a meeting of the chief administrative 8 officers (CAO's or Heads) of the nine American style international schools located in Eastern Europe. The schools were located in Prague, Warsaw, Moscow, Budapest, Bucharest, Sofia, Belgrade, Zagreb, and Istanbul. (Istanbul, though not in Eastern Europe, belongs to this group.) These schools received support from 0/08 and the Heads met with the 0/08 Regional Education Officer (R.E.O.) several times per year. Casual discussions had taken place within the group concerning the possibility of creating a Regional Staff Support Center outside of Eastern Europe with Vienna, Austria having been considered as a logical location. At that time, the researcher held the position of Computer Coordinator of the American International School of Vienna and since there had been discussion of a need for assistance with the development of educational computing programs in these schools, the researcher was included in the meeting. During the course of this meeting, four distinct areas of common concern were identified. These included computing, text book preview, orientation of new staff, and a joint effort in teacher in-service. By the Spring of 1984, further meetings of the school Heads had resulted in an agenda for the following year which included limited funding for an in-service weekend, a "boardsmanship" workshop, and support for a "fact finding" trip by the researcher relating to the computing programs of the schools. In that the tour of the nine schools was to be funded by 9 O/OS, the researcher participated in discussions with the R.E.O. for Europe to clarify the nature of the mission. Quite apart from the discussion relating to the educational computing needs of the schools, the researcher was informed that the Head and one board member from each of the schools would be asked to participate in a one day seminar, the declared purpose of which was to introduce a document, Long E El . 'll E l . 5! EE E J | by Featherstone and Hickey (unpublish manual). The Heads would then be asked to complete the long range planning (LRP) process prior to a subsequent meeting to be held in Vienna in March of 1985. These staff development plans would serve as a basis for proposals and decisions requisite to the formation of the Regional Staff Support Center. It was felt that the opportunity to observe conditions in these far flung, isolated schools and to follow the processes by which staff development plans were adopted might serve as an ideal source for data involving the general topic of staff development and those aspects specifically associated with its implementation in the isolated setting. Statement of the Problem It has been documented that there have been a number of ramifications of the isolated condition of many of the A/OS schools which may have had a negative impact on the functioning of the staffs of these schools. (Bentz, 1972; Droppert, 1984; King, 1968; Mannino, 1970) There has been no 10 documented study of the Specific conditions which impact staff development in these schools nor on the staff development practices employed by these schools. Purpose of the Study The purpose of this study was to describe the conditions impacting staff development; to determine which individuals influence the course of staff development; and to describe the accompanying staff development practices in the K-8(9), isolated A/OS school setting. In doing so, a detailed description of staff development problems and practices found in a select group of extremely isolated schools was formulated. No hypotheses were made. No assessments or judgments of then existing practices were made or reported. Research Questions Questions which were explored in the course of the study included the following: 1. What similarities and differences existed regarding the demographics and conditions under which the participating schools operated? 2. What were the significant conditions and factors which impacted staff development activities in isolated schools? 3. What similarities and differences existed in the participating schools regarding staff development needs? 11 4. What similarities and differences existed in the participating schools regarding staff development practices? 5. Who were the significant individuals and what were their roles in determining the course of staff development in these schools? 6. What was the meaning of staff development in the context of isolated American-sponsored Overseas Schools? Importance of the Study As an international school teacher and administrator for 20 years, having worked for six different Heads of schools‘ and a greater number of principals, department Chairpersons, etc., the researcher had observed that during few of those years, in few of the schools and with few of the administrators had there been a coherent sense of planning for the development of the school's staff. From this starting point and with little existing literature or research which directly reflected on the subject, it was felt that an examination of one aspect of the topic would be of service to the profession. A second factor in the design of this study concerned the fact that the researcher was presented with a rare opportunity to examine a specific population which had previously not been studied. The opportunity to examine at 12 first hand the conditions in the A/OS schools of Eastern Europe had not previously existed. The perceived oppressive environment in the countries of Eastern Europe suggested that the topic of staff development may have taken on a heightened importance in these schools and thus potentially added to the significance of the study. It was the hope that this examination of existing conditions and practices in these isolated international schools would: 1. provide an identification and understanding of many of the factors involved in staff development planning in the isolated international setting; 2. provide a resource for those currently working in these schools and those who may take positions of leadership in these schools in the coming years; 3. draw attention to the importance of staff development planning in international schools; 4. provide an independent reflection on some aspects of 0/08 program assistance which in turn may provide insights for future program development; 5. provide a basis for further research concerning the value of varied approaches to staff development issues. Limitations of the study The schools included in this study were chosen because they constituted the entire membership of a group of A/OS schools referred to as the Eastern European Association of 13 American Schools and were to be included as a group in the development of an LRP. The researcher was provided with one opportunity of visiting each school. As they were located thousands of miles apart, the high cost of travel precluded follow-up visits to each site. The Heads of these schools met formally once or twice per year. Thus the researcher was assured of four occasions on which he would be able to observe the Heads as a group and interview each Head and was generally limited to written and/or taped correspondence for the remaining data collection. The researcher was therefore at the mercy of the Heads and the international postal agencies for the prompt and complete return of interviews and other data which were requested. The taped interview format provided two distinct benefits to the design of the research. First, it allowed for several stages of development in the formation of precise data; ie., Phase I - open ended questions, Phase II - generally focused questions, a Survey - which provided specific quantitative data, and the Final Interview - for clean-up and checking for change from initial views. Secondly, the taped interview allowed for a relaxed, intimate atmosphere of "dialogue" with the respondent in which he/she could share his/her ideas at a leisurely pace. While providing the above benefits, the methodology contained limitations of two types. Since the respondent was in total control of the "interview" in Phases I and II, l4 he/she could choose to give as much or as little time and effort to the answers as he/she desired. Further, the researcher relinquished control of the time-line for data collection and was required to make follow-up requests and adjust the schedule of the research. A more significant limitation was associated with the fact that respondents could choose which of the questions to respond to and were free to interpret questions in ways which had not been intended. To compensate for the latter failing, follow-up questions were integrated into subsequent tapes and important points were reviewed during the final personal interview. At the outset, participation by a minimum of five schools had been set. Thus with the ultimate participation of all nine, despite limitations in some elements, a greater than expected amount of data was obtained. The schools included in the sample for this study exist in extreme conditions. Of the hundreds of international, American curriculum schools located outside the U.S.A., a wide range of local factors existed which may have resulted in some or all of the problems and practices which were explored in this study. Isolation was but one of these factors. The concept of isolation was commonly associated with physical separation. In this study, however, separation was not considered only in relation to physical distance, but also involved the cultural separation of contiguous populations. This combined-form isolation affected the availability of materials and both the physical and 15 psychological comfort of those working and living in these conditions. The reader is cautioned not to assume that the conditions found in this research were indicative of all physically or culturally isolated schools nor that schools free from physical or cultural isolation were free from the associated problems. Rather, it is suggested that physical and cultural isolation may have increased the potential for certain problems to develop. Delimitations The subject of this dissertation related to the effects of isolation on staff development practices. The researcher chose to limit his research to the K-8(9) schools comprising the A/OS Eastern European schools group, although numerous other schools existed in similarly isolated conditions. These schools were chosen because they had defined themselves as a unit through joint activities and it appeared that the researcher might be able to establish an intimate dialogue with a number of the Heads of the schools. The reader is cautioned against inferring that the results of this study reflect factors associated with the operation of expatriate schools in countries which have communist governments. While eight of the schools were linked in this manner the researcher chose to include the Community School of Istanbul since its geographic location had resulted in the choice of its governing board of joining with the other schools in previous joint school activities. 16 Methodology This descriptive research utilized a combination of qualitative and quantitative data collected in a longitudinal manner over a period of 16 months. The study progressed through the following stages: 1. The researcher visited each of the schools as part of a consultancy sponsored by the 0/08. While completing his assigned task, he - attempted to establish a rapport with the staff and Head of the school necessary for cooperation in the study; - took notes relative to the significant physical aspects of the school and community; - became familiar with the interpersonal relations within the staff of the school; - assessed the potential for completion of the remainder of the study. 2. Interviews (by tape or in person) were made with each Head on at least three occasions over a 16 month period. These included: - an initial, taped, open ended set of questions, - a detailed clarifying personal interview, - a follow-up interview clarifying and bringing closure to the process, 3. A survey relating to staff development concepts and activities suggested in the literature and by individual participants was administered. 17 4. Documents reflecting policies and practices relating to staff development were requested and collected; 5. The researcher observed the Heads in action within their respective schools and at four meetings over the 16 month period; 6. Transcriptions of interviews were made. These interview transcriptions plus notes taken of observations in the schools and meetings of the Heads and documents submitted by the schools formed the data for the study. The researcher followed the activities of the Heads of the schools for an extended period of time. As research progressed, it was expected that additional opportunities would occur during which supplemental interviews with Heads and others associated with the schools would be made. A range of other sources of relevant data and perceptions relating to the research were expected to surface. Full advantage was made of these opportunities. Potential existed for unanticipated aspects of the research topic to emerge. The researcher followed these "leads" receptive to unanticipated data. Definitions figlgg4nggglgpmgn; - The global term used to describe those activities through which a school was able to build its professional and regularized lay staffing team. 13:33:21gg - The term used for those activities through which the school provided time and/or resources to enable the instructional staff of a school to improve their professional 18 competence. fighggl_2.;ggnn.1 - The term used to describe those members of the professional and support staffs and those members of the lay staff who serve on a regularized basis to realize the goals of the school. zzgggggign.1_figgfifi - The term used to describe those members of the staff for whom university training is a prerequisite for employment, including teachers, administrators, librarians, nurses, etc. figpngzg_figggg - The term used to describe members of the staff for whom no university training is required including secretaries, kitchen staff, custodians, etc. 3.34 - The term used to describe the chief administrative officer of the school. Locally called Headmaster, Principal, or Director. figgnlgzizgd_figy_fitgfifi - The term used to describe members of the community who chose to commit a specified and extended period of time of service to the school yet were not necessarily professional edudators and received no salary for their services. For the purposes of this study, the members of the boards of governance were the only individuals included as regularized lay staff. We (A/OS) — The term used to describe those schools qualifying for financial and/or logistical support by the U.S. Department of State. Though there are many A/OS schools which extend through grade 12, the term will be used in this dissertation to denote 19 schools which end in grades eight or nine. Wheels (0/08) - The office within the Department of State through which approximately 180 selected schools receive financial, logistical and other forms of support. World-wide activities are divided into six regions including Europe, South America, Central America, Africa, Southern Europe/Mediterranean, and Asia. WWW (R.E.O.) - The individual charged with the responsibility for coordinating activities of 0/08 with approximately 30 schools of his* region. (*To date these positions have been held by men.) fighggl;§g;fighggl_£;gg;gm - A program supported by 0/08 through which American Schodls Overseas have formed links with schools in the United States. Active partnerships have resulted in benefits for student and teacher exchange, staff development and logistical assistance for the overseas school. lizgg_gnlgnzg - Useem's (1966) term used to describe the culture of the host country. figsgnd_§nltnzg - Useem's term for the culture of the home country of the expatriate individual. Thi;§_:nltn:g - Useem's term for, "the cultural pattern created, learned and shared by the members of different societies who are personally involved in relating their societies or sections thereof, to each other." (P.131) Winn“ - The term used to describe a citizen of a country other than the U.S. or the host country. 20 Angni. - Nash's (1969) term for anxiety associated with the destructured frame of reference of the stranger to a new environment. Organization of the Dissertation In Chapter I of this dissertation, an introductory overview has been presented. An explanation of the purpose of the study has been given and the population, limits, and terms to be used have been described. The remainder of the work will be organized into four chapters with the following contents: Chapter II will include a review of relevant literature. Through this review, it is hoped that the reader will gain an understanding of: a. the history of A/OS schools; b. the role of the Office of Overseas Schools; c. the A/OS communities; d. the international professional educator; e. the conditions impacting A/OS schools; f. the history of staff development practices in the U.S.; g. and the history of staff development practices in the A/OS schools. 21 Chapter III will describe and offer a rationale for the methodology used in the collection of data for the study. A description of the research activities and the nature of the data collected will be offered. Chapter IV will present an analysis of both qualitative and quantitative data collected during the study. Quantitative data will be presented in summary form dealing with a number of major areas of interest to the study. Qualitative data will be presented in tabular form. Chapter V will present conclusions which may be drawn from the analysis of data of Chapter IV. It will also present observations of the researcher and suggest further research which may be considered beneficial to an understanding of the factors impacting staff development in the isolated school setting. Chapter II Introduction In the following chapter, a review of the literature which has been deemed relevant to an understanding of the study will be presented. The chapter begins with a brief history of the group of schools from which the population of the study has been drawn. Since the schools of this group were linked by a common relationship with the U.S. Department of State, a history of the development of this relationship and an explanation of the distinctions between these schools and other overseas, American-type schools has been presented. Though the literature suggested that limited differences related to the daily classroom routine in the schools existed, it appeared that the setting of the expatriate communities has often had meaningful effects on staffing, staff performance, and staff development. Therefore, considerable attention has been given to the development of an understanding of the dynamics in the expatriate community. As the board of governance of the local school appeared to reflect the dynamics and values of that community and constituted the policy and decision-making body of the school, it was felt that this structural unit warranted close examination. The nature of the boards, their membership, structure and operating policies and procedures have been described. The review of the literature revealed that 22 23 individual board members may have served roles of major and varied significance in the schools. It was decided to consider these individuals as members of the global "staff" of the school and the literature pointed to the need for elements of "staff development" for individuals in these positions. Isolation constituted a major construct in this research and thus its many and varied effects on individuals, the communities, and the schools has been summarized. This has then been related to role of the teacher in the expatriate community. Since the "problem" of this research was stated as concerning "staff development in the isolated school setting", it was deemed important to develop for the reader a general understanding of the topic of staff development in the American schools. A brief history of the topic has therefore been presented. The administration of the school served to implement the will of the community and was charged with carrying out the policies and procedures designated by the board of governance. As staff members themselves, and as designers of staff development programs, they were seen as important to an understanding of the overall concept of staff development in the schools. Thus a presentation of the role of administration in the schools and the characteristics of individuals in administrative positions has been made. The chapter concludes with a joining of the two major 24 elements of the research with an examination of the history of staff development in the expatriate schools. The American-sponsored Overseas Schools (A/OS) A/OS schools can be found in nearly every country in the world. In 1986, one hundred eighty such schools received assistance from the U.S. government through the Department of State's Office of Overseas Schools (O/OS). Initially established to serve the needs of expatriate Americans, they have come to serve a wide ranging international community. A number of researchers have noted that American expatriates, as differing from their British counterparts, chose whenever possible to keep their children with them when on foreign assignment of an extended nature. (Bale, 1984; Cleveland, 1960; Droppert, 1984; King, 1968) Bale noted that since Americans constituted the largest group of citizens working outside their home country, expatriate international schools were most frequently American—sponsored and developed American curricular programs. Beans (1968) wrote of the "American tradition" of the neighborhood school and its close relationship with the community. He emphasized the importance placed on the communities' role in "determining what that education will be.“ (p. 27) Stoddard (1980) wrote of these characteristics and of an increased need for highly qualified expatriate American executives which led the U.S. Department of State and major American-based international companies to aid in 25 the foundation of schools and to continue to provide annual support to these schools. This characteristic was related as having two results: the direct action of the overseas American parent in supporting the school and an awareness on the part of government, private business and international agencies that "it [was] to their advantage to have attractive schools and effective school programs overseas." (Bean, 1968, p. 27) Cleveland (1960) was among the first to note the importance which the quality of the "local" school had for the expatriate family. In their study of the adjustment of expatriate families to life in India, Useem and Useem (1967) drew attention to the importance of the community in "fulfilling the needs of men and their dependents", (90% of the sample were married men), "needs which were non-work-related but if not satisfactorily resolved [had] negative repercussions on the work role performance." (p. 135) Mannino (1970) expressed a similar point of view in stating that highly talented administrators and technicians were "not easily recruited for assignment to areas overseas in which schools [were] known to be grossly inadequate. Nor [was] that person's job performance likely to remain unaffected if he [was] concerned continually about the quality of educational services for his children." (p. 11) Orr (cited in Droppert, 1984) indicated that "an inadequacy of schooling was identified as the most significant cause for distress for employees and their spouses." (p. 64) 26 The Development of AIDS Orr (1964), Bentz (1972), Stoddard (1980), and others have related the varied factors which led to the formation of American curriculum schools abroad. These included expatriate dissatisfaction with local schools, problems encountered when children moved from one country to another, objections to secular education and non-co-educational schools, a fear of the loss of the children's "American" identity, and concerns regarding local teaching methods and techniques. As can be seen in Table 1, a small number of A/OS schools existed prior to World War II (WWII),. Most of these were in Latin America. Following the war, the expansion of U.S. government activities and the accompanying growth of American business into international ventures led to establishing numerous schools to serve the needs of the children of expatriate families which were employed by these agencies and companies. Table 1 Changes in the Number of AIDS Schools, by Region Number Date of establishment of Pre- 1900- 1920- 1940- 1950- 1960- 1970- 1980- lmmdan thmflkt .lflul 1312 1322 1312 1332 1332 1312 1335 Amer. Rep. 52 l l 8 13 18 6 O 5 Europe 37 1 l - 5 9 19 6 -4 Africa 41 - - - 1 3 14 10 13 NE/SE l7 - 2 - - 9 5 9 -8 East Asia 22 - 1 '2 1 7 4 1 6 All Regions 169 2 5 10 20 46 48 26 12 (Extrapolated from Luebke (1976) with 1979-80 and 1984-85 A/OS Data) 27 In many cases local community action resulted in the formation of the needed schools. Many of these schools began as "kitchen table ... garage or bungalow" schools. (Bentz, 1972, p. 27) Winfield (1962) indicated that in countries where foreign schools were prohibited from existing, parents sidestepped such laws by calling them "children's centers." (p. 169) As the numbers of dependent children grew, the schools began to take on more formal structures and a cooperative management. This in turn led to the employment of teachers and administrators, the formation of school boards, and the formalization of school charters. In his study of 23 schools of Latin America, Bentz traced the development of what he termed the "first generation" of American schools overseas. These schools were among the earliest, having developed prior to WWII. In other cases, the U.S. Department of State, at times in association with corresponding agencies of other English speaking governments, formed or assisted in the formation of schools carrying names such as the American or Anglo-American School of the ... (respective city). Many of the characteristics which later distinguished the schools could be related to the formal structure and the resulting charter within which the school emerged. Since the end of WWII, 152 of the 169 schools which received support through 0/03 in 1984-85 had come into existence. (A/OS, 1984-85) 28 U.S. Government Involvement in International Schools The U.S. government formally became involved in support for the education of overseas expatriate children in 1943 by contracting the "Inter-American Council on Education to aid in the establishing and maintaining of a handful of privately run American schools in the Western Hemisphere". (Bentz, 1972, p. 3) These schools became the roots of the Department of Defense dependent schools (DODDS) and have developed into the worlds largest school system, complete with an extensive bureaucracy. Contrasting sharply with this group of schools was the A/OS group which had generally existed as discrete self-governing entities. Beans (1968), Mannino (1970), and McGugan (1970) traced the stages and authority through which the U.S. government provided financial support for A/OS schools from 1943 to 1966. Winfield (1962), writing of the then 92 "parent-sponsored" schools, reported that the receipt of government assistance related "primarily to the usefulness of the schools as demonstrations of American education and secondarily as a means of assisting in the education of the children of government personnel assigned overseas." (p.129) The Office of Overseas Schools Of significance to the type of schools involved in this study was the formation in 1964 of the Office of Overseas Schools (O/OS) within the Department of Defense. This agency was charged with coordinating assistance to a number of 29 existing independent schools and the formation of new schools where they were needed. Having consolidated the activities of several other funding agencies and authorities, O/OS gave assistance to 121 schools in 75 countries during its first year in existence. (Engleman & Luebke, 1966, p.7) For a discussion of the origin of 0/08 and a detailed analysis of the congressional genesis, see ( Engleman & Luebke,1966), Mannino (1970) and McGugan (1970) King (1968) noted that "nearly half of the funds expended in fiscal year 1966 were for the purpose of staff development." (p. 47) This included salaries or salary supplements, recruitment expenses, conferences, workshops, and other in-service activities. Bale (1984) related a note of significance to the underStanding of the role of 0/08 in stating that the office "aided but did not control" (p. 6) the A/OS schools. A number of researchers have commented on the quality of the A/OS schools. Mannino (1970) stated that many of the schools were "underdeveloped and in need of support." (p. 2) Their services often did not meet the standards of the better schools in the U.S. Inadequacies existed in the areas of materials, curriculum and the teaching staff. While writing of the A/OS schools in India, Useem (1966) stated that "none offers an educational experience comparable to that found in the average suburban Stateside public school." (p. 145) Harvey (1976) summarized the views of Bentz (1972), McGugan (1970), Orr (1964), and others in relating the goals 30 of the A/OS schools. In addition to the prime functions related to the education of expatriate and local children, he drew attention to Orr‘s statement which included secondary objectives of interest to the U.S. Government as justification for support of the schools. Orr (cited in Harvey, 1976) indicated that the schools: 1. served as a demonstration of U.S. education abroad; 2. served as living example of American community democracy; 3. had an affect on the recruitment programs for personnel to serve in overseas positions for U.S. government, international agencies, business and industrial concerns, and cultural, religious, and research organizations. Mannino (1970) wrote of national pride linked to the quality of the A/OS since the schools were "in the vanguard of American institutions" in many countries. He stated, "when they are inadequate, as many are, they mislead the host national with respect to the nature and importance of education in United States society and culture." (p. 11) While a large number of American program international schools came into existence as the result of community or governmental actions, a smaller number of schools were developed as the result of private enterprise. These were of three types: secular schools established by a variety of religious organizations, proprietary schools which run as 31 "for-profit" businesses, and corporate schools which were established and managed by a company or group of companies providing education exclusively for children of their employees. Commonalities in A/OS schools Differing from these, the A/OS schools generally shared two distinct features which had an impact on many aspects of the schools' development. These involved the funding and the governance of the schools. A/OS schools have generally been highly reliant on student tuition, have rarely been endowed and generally have not received substantial support from the host country. (Mannino, 1970) Existing as independent, single school entities it has been necessary to build and maintain substantial reserves to sustain the school through unforeseeable events. Beans (1968) cited the Conference Report on International Schools (1961) as commenting on the difficulties for tuition based schools to offer "even a minimally adequate program." (p. 12) Stress has been placed on the importance of adequate funding if the A/OS schools were to attain greater quality. (Domidion, 1964; Mannino, 1970) As a supplement to local funding, qualifying A/OS schools have had the possibility of receiving small amounts of financial aid from the 0/08. In 1984-85, 176 schools received direct assistance from an O/OS budget totalling nearly $6,000,000. 32 Requests for financial aid from 0/08 were filed each year by qualifying schools. Grant requests were generally made for specific projects proposed by the school and were not usually considered valid to supplement the general operating budget. Among favored request areas have been those which support the staff development plans of the school. Mannino (1970) reminded us of a basic tenant of the American culture concerning equality of educational opportunity and freedom of choice in education. These principles were seen as having no value if suitable schools were not available and affordable to the expatriate American family. One of the basic objectives he set for those institutions assisting with the financing of A/OS schools concerned the "renewing of the educational capacity of the overseas school." (p. 24) This in turn implied the funding of staff development programs and the acquisitions of suitable equipment to support the school's program. A second category of grant request having staff development ramifications has involved funding in support of School-to-School partnerships. This program, designed to encourage A/OS schools to form affiliations with schools in the U.S. for the principle purpose of lending assistance to A/OS schools, began in 1965 with 25 overseas schools paired with selected school systems in the U.S. (Luebke, 1976) The value of a School-to-School partner was pointed out by King (1968) in connection with his statement, "Smaller schools 33 encounter more difficulty and most sometimes settle for less, simply because of lack of funds, time or know-how." (p. 53) He indicated that the affiliation with a larger school in the U.S. might ameliorate these problems. The potential for School-to-School partnerships to provide continuity to the A/OS school through administrators and staff members serving in partner schools abroad without loss of tenure and through the exchange of materials was described by Kelly (1974). Beans (1968) reported a rapid development and an extensive flow of curriculum materials to the overseas schools in the first year of the school-to-school program when more than 60 administrators, curriculum specialists and teachers travelled from the U.S. to these schools. During. this same period, thirty educators from overseas made parallel visits to school districts in the U.S. These extended visits and sabbaticals included 14 local hire teachers. By 1970, the program had expanded to the extent that 61 A/OS schools had formed affiliations with 57 public schools'in the U.S. (Luebke, 1976) Michigan State University pioneered a University-to-School program of in-service training in the A/OS schools. This was the forerunner of 12 programs of Universities which had provided aid to 50 A/OS schools by 1970. According to Mannino, individual teacher and administrator competence had been markedly improved in many schools as a result of University-to-School activities. Orr (1968) reported on the Columbia Project of the University of 34 Alabama through which 144 student teachers were placed in 8 A/OS schools in Latin America. Another valuable activity of this university concerned the stimulation of graduate work by a number of administrators from the A/OS schools of the regions with the goal of up-grading their skills as change agents for the schools. Indirect Support of 0/08 In examining the results of individual school improvement projects and attempts to interact in joint efforts, Mannino (1970) cited John Ivey's statement, "Autonomous institutions tend to cooperate most, and most effectively on peripheral matters. To be effective, regional programs must have funds not otherwise available to member institutions and those funds must be directed toward supporting the regional cooperative programs rather than individual institutional endeavors." (p. 157) To overcome isolation and to effect change in the schools, he supported his proposals by drawing on Loomis' work with social systems which called for, "establishing a viable structure of relationships among schools through an existing or invented common element that has high value potential for the schools." (p. 176) Much of Mannino's work went on to develop a case for the use of institutional funding to draw the independent schools together in the cause of joint program improvement. It was considered noteworthy that the Director of 0/08 at the time of this study was Dr. Mannino who had 35 held the post since its creation in 1964. Regional Associations One program which has exemplified the value of joint school activities involves the staff development activities of Regional Associations. Though principally funded by the membership fees of schools, these associations can trace their origin to 0/08 efforts and have received limited annual grants to support staff development activities. Since the formation of the first of such associations, the Association of American-sponsored Schools in the Republic of Mexico, nine such associations had been formed by 1970. Mannino (1970) indicated that these associations have not been uniformly active and/or successful. One, the Eastern European Association of American Schools, was of particular interest to this study. During the course of data collection and the research of the literature, Mannino's work was the only indication of its existence.‘ A further inquiry revealed that this association did not develop into full function during the initial effort. Other associations have been extremely active and beneficial to the schools of their regions. The European Council of Independent Schools, for example, has provided varied and extensive services including teacher in-service and other staff development activities. This regional association has in turn stimulated and assisted in the formation of local associations such as LISA (London 36 International Schools Association) and others. Regional Centers Still another activity of the 0/08 has involved the formation and support of Regional Staff Support Centers. Mannino (1970) lists five examples of regional centers including one with particular significance for his study: "Vienna, Austria. Services six schools behind the 'Iron Curtain.‘ Provides general professional consultation and shares educational materials and program information." (p.152-3) The genesis of this dissertation concerned what was understood to be the early stages of the formation of such a center to be cited in Vienna. A search of the literature revealed no other reference to this center. When asked as part of this study, no individual involved in the administration of the schools of the region could recall such an association. A discussion with a longtime R.E.O. for the 0/08 revealed that the first effort at establishing a center for Eastern Europe did not progress into a meaningful entity because of a lack of interest on the part of the R.E.O. at the time. It was expressed that this lack of interest as well as the repeat of the five year long range planning effort were illustrative of a major feature of the work of the 0/08, i.e., the acceptance of apparent "failure" in short term developmental efforts but a gradual upgrading in the schools through a long range involvement of the organization. go uoraeurqmoo e on psgetsz sq ueo qorqm sotgsrzsgoegeqo sargoutqsrp psdotsasp suorfisg gusasggrp go stooqos ueotzsmv ’sstuotoo sun go gusmdotsasp sun ur thszsnrp sq: sxrq °Kepog go spxeoq Iooqos Kgrunmmoo go zsuunzsxog sun as pgeoq Iooqos umog 2 go ausmqstrqsass sit ur 3991 go sousurpao Iooqos sagsanosssew sun psgro (9L6I) Ksazsu 'porgsd Isruotoo sun on psoezg sq ueo stooqos ueorzsmv go Iozguoo uszraro “stoouos go Iozguos uszrgts teoot u; panmt sznqeu ueotzsmv Ktsnrgourgsrp sq; on uorgusqae asap (SLGI) stggoq ’uorsssgogd burqoesq sun go ausmdoIsAsp sun on psanqrzauoo sneq qorum saoaoeg an: :0 Stsfiteue Stu HI (0861 'pleppons {P961 'zzo ’9L6I 'Ksazsu) °onguoo {2301 go sangesg sarqoutqsrp sq: szeus qug ’sIooqss so/v go sprsoq butuzsaob sun go buruorgoung pus 'uotgrsodmoo 'uorqosrss sq: u: sistxs souerzen queasptsuoo qbnoq; 'sIooqos sun go soueuzsnob sun on ssgetsx stooqos Kuedmoo so nggsrzdozd ’IQIHDBS pus stooqos so/v sun ussmasq uotaourasrp gueorgrubrs puooss sq; eouauseaoa teooq 'SIooqos Isuorneugsgur go gsqmnu sbget a go sausbe gusmgrngos: sq: pus peogqe butxxon u: psnsszsaut szsqoesg ussmgsq assauoo Jog snusA sun spraozd sgsguso sssqL 'sstsusbe asqao pus suorseroosse Ieuotbsz sun Kq pIsq’szsgusQ gusmatnzosa suasouoo sIooqos SO/V usarb souegstsse gosgrpur go mgog quaouv seorases Durggeqs LE 38 lfactors, including local economics, demographic distribution, and the historic role that the school has played within the community. These same factors, on an international level, have resulted in features which distinguish many A/OS schools from the U.S. schools which their students have come from and have given each of the A/OS schools its own distinctive "personality". Since the circumstances under which A/OS schools originated and developed varied so greatly, it has been "impossible to identify current objectives common to all." (McGugan, 1970, p. 38) As the feature of local control of the American school has been extended into the expatriate setting, each individual school strongly came to reflect the composition of its local community and has been susceptible to any changes which have occurred therein. The Expatriate Community As pointed out by Luebke (1976), expatriate communities initially emerged in association with government agencies, international business, and the activities of religious and other civic organizations. Though other constituencies such as host national families and non-American English speaking nationals have influenced individual schools, these three and particularly the business and government agencies have been dominant elements in the schools. The ratio of students from these groups and the distinctions between characteristics of these communities have represented a major determining factor in the development of the schools. 39 A feature shared by the expatriate business and government agency communities alike has concerned the relatively rapid rate of turnover of their members. This characteristic has been one of the most significant problems for the A/OS schools, for it involved the majority of the community: the students, parents, teachers, administrators, and members of the school board. (King, 1968; Mannino, 1970) Community turnover had resulted in a student population which has moved frequently, often lacked a sense of having a home country, yet had been provided with advantages of a middle class income supplemented by overseas benefits. Parents in the A/OS community were largely found to be "college graduates, aggressive by nature", and saw "college as the singularly most important goal for their children." (Harvey, 1976, p. 9) Useem and Useem (1963) stated that Americans overseas generally enjoy "higher prestige and status than they do at home." (p. 3) Gonzalez (1967) wrote that the expatriate took on the characteristic of a "big frog in a little pond", but nonetheless a "big frog", enjoying a higher status and standard of living as long as they stayed abroad. Regardless of the "good life" view of overseas living, he noted that expatriates became concerned about life as an expatriate when it came to the secondary education of their children and preparation for university. 40 A/OS School Board In addition to the communities from which the school board was drawn, a second important determinant in the development of the school has been the board's composition and the by-laws under which it was formed and operated. The success of the school and the quality of its programs have been largely a function of the quality of its governing board and the chief administrator they employed. (Harvey, 1976) Three basic school structures were found within A/OS: a. school boards comprised totally or predominantly of members elected by parental school associations, b. school boards comprised totally or predominantly of appointed government and/or company representatives; c. self-perpetuating boards which fill vacancies at their own discretion. In his description of the board members of A/OS schools, Harvey (1976) found "the average board member to be a highly educated person with an above-average income, a professional or business related occupation, a college-oriented value system, and high academic expectations for his children." (p. 166) Bentz (1972) found them, "highly educated ... highly mobile... and ... modern oriented, with limited knowledge of past events of the school." (p. 116-117) He pointed out that ’ this has led to institutions without memories and ones in which disagreements within the board and between the board and the Head were not uncommon. Bale described the typical expatriate as being from "middle or upper management 41 upwardly mobile both in his professional and socio-economic class" (p. 32) and desiring a high educational level for his/her children. Kelly (1974) drew attention to the problems related to length of service on A/OS school boards. He stated that, "short tenure often engenders only a short term urgency for board members to see their particular proposals implemented while they are still in office rather than addressing long term needs." (p. 85) The high mobility of board members was seen by King (1968) as detrimental since they try to effect change "too rapidly without careful preplanning." (p. 46) High turnover in school boards was credited by Beans (1968) and Stoddard (1980) as a major problem for many of these schools, causing difficulty in planning, erratic operational patterns, and shifting of goals and purpose. Droppert (1984) found that while many administrators reported good relations with the board, "this relationship was subject to change due to the turnover of board members." (p. 162) A considerably greater percent of host national board members served longer terms on A/OS school boards than their U.S. and third country national colleagues. However, board members from the U.S. were more likely to have been on a school board previously. (Harvey, 1976) He suggested another problem within boards in stating that "the host national board members view the purposes and goals of the American Sponsored (sic) Overseas Schools differently than the U.S. and third country citizens." (p. 117) 42 Though rapid turnover of board members has been commonly recognized as a problem of significance for the school, Bentz (1972) and others have also commented on problems associated with entrenched board members and boards on which a number of the members no longer have children in the school and do not relate to the current needs of the school. Bentz outlined still another problem when he reported that 15 of 23 Heads of schools felt that new board members assumed their role with no knowledge about the intricacies of school administration. Harvey (1976) expressed the view that "many of these persons have assumed their positions without a true understanding of the duties and responsibilities which they are expected to perform" (p. 51) While 60% of board members surveyed in his study had some form of orientation, 42.9% of host national board members expressed the lowest level of orientation. He further suggested that they were all too often "left to learn about their duties and responsibilities with little or no guidance." (p. 100) King (1968) indicated that there was a "need to delineate the functions of the board members in order to avoid problems of board members taking over administrative functions". (p. 71) Of equal concern was the potential for administrators to unwittingly take over board functions. He warned that only a novice would let the school become a "one-man show". Though recognizing the importance of board orientation, King lamented its time consuming nature. In drawing attention to the importance of proper orientation for 43 new board members, Harvey concluded that "a greater effort should be made to provide more training and orientation for host nationals who are the largest stabilizing element on the governing boards." (p. 47) Both King and Harvey called for the development of board policy manuals and handbooks and a systematic means of orientation for all board members. In discussing the general effects of turnover in the A/OS schools, Kelly (1974) wrote, "It becomes essential that a basic common philosophy of education is agreed upon and that all employees subscribe totally to that philosophy. If, every two years, the program changes according to the beliefs of the changing personnel, nothing but chaos will result." This concept would seem equally applicable to the school's- boards of directors. A school without a clearly established board policies manual and operating procedures might be susceptable to frequent shifts in direction with the not unheard of annual loss of a large portion of the school board. Bentz (1972) echoed concern regarding board documentation as he reported that there was a lack of policy manuals in 20 of 23 schools which he studied. He suggested that the functional dynamics, operating methodology, and levels of involvement of boards in the schools varied greatly and were subject to change within a given board as turnover occurred. Board functions in A/OS have been found to vary greatly. Harvey (citing Orr, 1976) found that good administrators were given too much responsibility for policy and administration 44 or alternately found that the board became too involved in the day-to-day management of the schools. He attributed this to a number of factors, including: 1. the selection of board members who had no interest in the board; or who had special educational, political, social or vindictive interests; 2. poor board orientation of well intending individuals; 3. the high turnover of board members; 4. the high turnover of chief administrators coupled with high incidence of untrained and inexperienced junior administrators resulted in boards assuming control; 5. the closeness of the A/OS community and resulting support for employment of unqualified local individuals; 6. underdeveloped direction and policy and the employment of a Head who may not have been in harmony with the board. Another problem associated with A/OS governing boards concerned the closeness of the board member to the community and the resulting intervention by individual board members into student or personal problems. Harvey (1976) emphasized, "The powers and duties of the board must be exercised by the board as a whole. Its members come and go, but the board remains the administrative control center for the school." (p. 37) Given the problems including board member tenure, lack of experienced members, lack of board documentation, and the 45 close knit nature of the community, it seemed clear that there was a need for a comprehensive board-member training and development scheme in the schools. (Harvey, 1976). The Changing American-sponsored Overseas School With the exception of those A/OS schools which have controlled their enrollments, there has been a significant change in the student and community composition during the past 10 years. Table 2 shows a continued decrease in the number of American students during a time in which the overall enrollment of the schools increased. This resulted in an even greater drop in the percentage of American students in the schools. During this time, most schools, through intent or necessity, experienced an increase in the number of students from other countries. Table 2 Enrollment in A/OS Schools 1974-86 (A/OS Fact Sheets 1974-86) 0.8. Citizens Other Total 0.5. Bus.‘ Other Total Host Third lea: Sshla Gen. mm... 11.5.. ILL. 1 Clntrx 1 Claim 1 Intel 74-75 140 11,235 14,743 8,720 34,699 47.1 24,205 32.9 14,731 20.0 73,664 78-79 157 6,773 12,439 8,970 28,182 33.3 32,228 38.1 24,094 28.5 84,504 80-81 154 7,020 10,687 8,377 26,084 31.1 32,690 40.0 25,087 29.9 83,861 81-82 165 6,515 12,347 9,033 27,895 31.5 32,764 37.0 27,819 31.4 88,478 82-83 163 6,603 11,542 8,235 26,380 29.9 34,077 38.6 27,848 31.5 88,305 83-84 167 6,745 11,670 7,908 26,323 29.5 33,782 37.9 29,046 32.6 89,151 84-85 169 6,704 11,164 8,820 26,688 29.1 34,398 37.5 30,646 33.4 91,732 85-86 175 6,481 9,862 9,780 26,123 28.7 33,775 37.1 31,024 33.6 90,922 46 There have been varied reasons for the increase of host national students in the A/OS schools. Among considerations which have motivated host country parents have been instability in the local schools, a belief that the American curriculum and teaching methods were superior, the status symbolized by a private and/or English language education, a recognition of the value of learning English as an entry in the business sector of the host country, a desire that the children attend university in the U.S., and the sense of inclusion in decision making inherent in the American system of education. (Bale, 1984; Domidion, 1964; Orr, 1964; Stoddard, 1980) It was noted that in some countries local children have been prohibited from attending "foreign" schools and in others foreign schools were not allowed to freely operate. (Winfield, 1962) In addition to an increase in the number of host national students in the American schools, there has been a steady and considerable increase in the numbers of third national students. This increase has paralleled the shifting economic and political fortunes of the various regions of the world. With the increasing economic might of Middle Eastern and Asian countries, increasing numbers of students from these countries have entered the A/OS schools in many countries. Though generally increasing, the number of students from a given country have radically dropped as well. The rise and fall of political regimes and associated regional wars have 47 changed the political acceptability and allegiance implied in the attendance of one's children in an American school. As the economy of some third countries have fallen, the A/OS schools have become too expensive resulting in a withdrawal of students. Particular schools have had to contend with the transfer of large blocks of students associated with major corporations, embassies and U.S. governmental installations. The shift in populations have varied from school to school; however, the overall result has been a steady decrease in the percent of American students in attendance in the A/Os schools as a group. These changes in enrollment have substantially changed the character of many of the A/OS schools. Bentz (1972) stated that the resulting multi-cultural community of users of the international schools inherently generated a "highly complex set of social cultural variables ...[which] ... directly impinge on the educational and administrative processes in a school." This “sometimes facilitates but often restricts the institution building process." (p. 6) Stoddard (1980) related impediments to the school realizing its goals, including the level of receptivity of the host national population and the ethnic and cultural mix within the school. Useem and Downie (1976) related an additional factor to those suggested by Bentz. In her description of "third culture kids" (TCKs), she expressed the belief that the expatriate international community developed a culture distinct from the "first culture", that of the host country 48 and different from the "second culture", that of the expatriate. The "third culture" resulted from the interaction of the varied elements of the host and expatriate cultures. Though schools have experienced changes in focus with changes in financial need or shifts in population, there has often been no accompanying change in goals and policies. Thus over time some schools have drifted from their initial mission and stated objectives. Harvey (1976) analyzing the work of Bentz,(1972); McGugan, (1970) and others was led to the conclusion that many A/OS schools did not have clearly functioning philosophies and missions. Citing Orr, he commented that the "stated objectives are historically irrelevant to the schools themselves and possibly irrelevant in the culture in which the schools operate." (p. 33) The curricular changes which have accompanied the many other aspects of change in the A/OS school have often been re-active rather than pro-active in nature. The most dynamic curricular change for the schools has been associated with the increase in the numbers of non-English speaking students which has required a major restructuring of the curriculum to cope with their needs. An entirely new specialty has developed for educators knowledgeable in teaching English as a Second Language (ESL) (Other acronyms such as TESOL, ESOL, EFL, Bi-Lingual Ed, etc. suggest varied philosophical distinctions). While the schools have taken actions to accommodate the increasing number of ESL students, concerns 49 have been expressed for the development of English language skills of the native speaking students. As early as 1962, writers such as Winfield warned of the "danger to American students in schools where curriculum is geared for ESL students." (p. 119) A second curricular change caused by the shifting population has involved the development and increased acceptance of an international curriculum known as the International Baccalaureate (I.B.). Droppert (1984) indicated that the demands of the multinational community have led American schools to offer courses leading to completion of the I.B. Conceived in the early 1970‘s, the I.B. has been accepted for university admission in many countries and given advanced standing by an increasing number of universities in the U.S. Paralleling the rise in popularity of the I.B. has been a questioning of the relevance of the advanced level courses of national systems such as the U.S. Advance Placement and British A-levels programs. In the face of the changes thus far outlined, school administrators and boards of directors have had to make decisions relating to difficult issues involving the development of the schools. Where numbers of non-U.S. parents having a common nationality, employer, or other link have enrolled large numbers of students in a given school, potential has existed for substantive conflict within the school community. Issues involving numbers of students 50 requiring ESL classes, board composition and elections, staff composition and training and others have served as focal points for community conflict. Names such as the "American School" or "American International School" have been changed, becoming, “The International School" or "International Community School of ." In extreme cases, these conflicts have resulted in split communities and the formation of new schools. The Isolated Community Of the international expatriate communities previously described, a large number shared the feature of existing in isolated settings. This feature of isolation did not only relate to communities experiencing the physical separation of a small remote community but also to the isolation of a community which, though embedded in a cosmopolitan setting, was culturally, linguistically and/or psychologically cut off from the greater community of local residents. Lambert (1966) noted, "if a residential enclave is available, as in say Dehli, and supplies can be bought from the commissary or PX, isolation can be almost complete, but even without it, a kind of psychological isolation can take place in which all relationships with members of the host country are as brief as possible and highly formalized." (p.164) Isolation was found by Droppert (1984, citing Orr) to be the second most significant cause for stress in expatriates and their spouses. (second to inadequacy of schooling) 51 In relating the conditions associated with the garrison mentality of a military community in Turkey, Wolf (1969) indicated that "most of the Americans going abroad had been neither educated for nor interested in the development of broad and deep contact and sympathies with host nationals and their culture" (p. 256) He likened the community to that of a "company town" but "more closed and isolated from the mainstream of life about it." (p. 65) The fact that most expatriate Americans could not speak the host language was cited by Doppert (1984) as adding to what she referred to as the "cocoon effect" which was "manifested in segregation and rejection of host national culture." (p. 60) Aggravating the natural linguistic barrier was a knowledge barrier which existed according to Useem, et a1. (1963) who described the failings in the "pool of knowledge" from which both expatriate and host nationals drew, which "may be permeated with cultural fiction about other segments of the host country." (p.19) Within this setting, the expatriate communities have formed and within each community groupings of members have developed associations, alliances, and friendships. Relating their work within the American communities in India, Useem, et a1. (1963) reported that the American community had "no single integrated social structure and each group within it evolved its own set of relations with a selective constellation of nationals." (p. 13) In their 1967 work, the Useems found that initial groupings of expatriates most 52 commonly formed on the basis of "locality linkage" or "functional group linkage." "A locality linked group consisted of any enduring association of Americans who are connected together in their place of residence." (p. 133) Functional group linkage related to linkage between those who share a common profession or at least place of work. Of the two groupings, the Useems found that functional group relationships "develop at a faster rate and proceed more smoothly than most other types of social contacts." The reasons cited for this involved an ease in understanding others in the group and a less personalized contact with "fewer obstacles in the host-guest relationship" and "less involvement of 'total self or spouse'". This in turn removed differences which might otherwise have existed. (p. 133) Contrasting with the functionally linked groupings, the locality-bound groups tended to talk less of work, intermingle more with the host national and third nationals, be more social with seasonal gatherings and a consciousness of social debt orientation. They described four relationships of individuals to "the group." (p. 14) These included those described as integrated - regarded by self and group as "in the 9rOUP"; fringe - having intermittent involvement with the group; deviant - who must be included because of job or work place but who are alienated from the 53 group's predominant social behavior; isolate - having no social group available. They found that nine out of ten expatriate Americans were integrated, fringe, or deviant to a functional or locality linked group, with half integrated into both. (p. 134) For those overwhelmed by the foreign environment, compound living may have been good, as it removed the need to interact with a hostile environment and enabled them to be productive within the limits of their job. (Torre, 1957) While the expatriate community was found to be of great assistance to the newly arrived member, it was also found to be constrictive. Winfield (1962) indicated that a person's faults were more noticed in the expatriate community and that "more than one American overseas has had written into his evaluation file a complaint about his out-of-office conduct (or even the conduct of his wife or teenage children)." Droppert's research (1984) pointed to stress associated with the closeness of the expatriate community and a "fish-bowl" effect. Individuals expressed resentment when "not able to have a private life and were never off duty." (p. 248) Useem and Useem (1966) commented on the representative role of family and the loss of privacy in self and family matters as well as the potential of sanctions from many reference groups: Americans, government circle, host nationals etc. In commenting on the smallness and heterogeneous nature of the American community Useem, et a1. (1963) wrote that there "was a greater self and superimposed pressure to find a common 54 basis for doing things together. Under these conditions, interpersonal conflicts sometimes flare into rather intense factionalism and intra-group feuds." (p. 9) Though one might think that members of an isolated community would join forces, this has not always been the case as indicated in the work of the Schecters (1975). In their account of the expatriate community of Moscow, they stated that the "Americans in Moscow with few exceptions were a competitive, save-yourself-first non-community." (p. 148) The problem was perhaps best summarized by Useem, et al. (1963). "The tightness of the American community and the bi-national community may be too constrictive. Groups of Americans may reside within a compound, an apartment house or neighborhood - and also work in the same organizational structure. The ecological concentration magnifies even the trivial acts, causes an acute sense of relative deprivation, transforms marginal items into ones of great symbolic value. Who did get invited to a conference? a cocktail party?" (p. 18) "Small differences in style of life, work habits, and personality can precipitate intense hostilities, with flare-ups that splash over into the whole group and into the work organization." The Schecters (1975) quoted one embassy wife as saying, "One thing you will never have in Moscow is a friend. I don't mean Russian. I mean not even an American friend." She described a "mystique of secrecy" indicating a suspicion "not just of Russians, but of each other." "We all knew we were 55 being watched and listened to ... phones were tapped... outgoing calls monitored ..."; there existed a "vicious circle." Since individuals "could not prove the existence of bugs, we imposed a restraint on ourselves ... lived in fear of a careless word that might harm someone else, get you thrown out, ruin your friend's career..." (p. 146) As previously indicated, many expatriate communities formed with members of particular companies or governmental agencies as the prime employers. In this relationship, the sponsoring agencies had a greater influence in the lives of the members of the communities than might be the case in the U.S. With fewer community resources available in the underdeveloped host country, many of which were not available to the expatriate, there was a greater reliance on those provided by the sponsoring agency. Useem, et a1. (1963) Wolf (1969) wrote of the dominance of the military institution in the lives of expatriates of the community in his study. Military rank became the "chief classifier" of persons and determined the niche of fathers in the less pluralistic community. Domidion (1964) wrote of the marked influence of the U.S. ambassador on the dynamics of the community. A number of researchers have found that the school often becomes a central focus of the expatriate community. (Domidion, 1964; Droppert, 1984; King, 1968) During four years of living in an Eastern European expatriate community, Droppert found that the school provided a "common bond" for 56 the community, mentioning a variety of events including film evenings, dinners, card parties, cocktail parties, etc. which regularly took place at the school. While the school may often have become a unifying element in the community, Hager (1978) indicated that expatriate teachers seldom became truly part of the community. "They never totally accept the values of the community and are therefore less effective." Barriers which he cited to their integration into the community included: 1. standard of living - Teachers were well paid vis-a-vis teachers in the U.S. but not when compared to the community of business or government employees. They could not reciprocate invitations. 2. age and marital status - The teachers were often younger and single with those not single having teaching wives who could not take part in the activities of women in the community. 3. differing values - (Citing Coles) who indicated that be "detected ambivalence of the financially well off toward teachers" who were not servants but also not equals. (p.170) In the U.S., teachers belonged individually to communities outside of school. Once overseas, as expatriates, these teachers did not fit into the third culture community. Having made limited inroads into the host community, they turned to each other for acceptance. They then "fractured and split into a number of cliques" which may 57 have been based on age group, marriage, religious orientation, newcomer/old etc. (Hager, 1978, p. 174-175) King (1968) found a similar pattern of non-integration linked to income and privilege, and described an added feature associated with the fact that the working teacher had little time or energy to overcome the culture barrier to the host community and thus" ... tended to make their social life with others on the staff." (p. 63) For individuals who have entered new jobs, there has always been much to learn and significant adjustment required if they were to be successful. When that job has taken them into a society in which they did not readily "fit" and one embedded in a radically different cultural setting, the required adjustment has been enormous. Much has been written about varying aspects of adjustment to environmental stress. One aspect of this reaction to a new culture has been termed "Culture Shock" and was "widely thought to be endemic in overseas travel." (Lundstedt, 1963, p. 3) Wire (1973) cited Young's definition of the term as "the inability to adjust to new surroundings and people as a result of which the individual manifests symptoms of anxiety, stress, and apathy." (p. 19) He went on to relate this to the absence of friends and cultural origins. In schools, he indicated that it was recognizable through symptoms such as excessive absence, inadequate teaching preparation, apathy in teaching, departure from classes during the day, and physical illness. Nash (1970) wrote of "strangerhood" and "anomie" 58 associated with the adjustment of American expatriates to life in a Spanish town. He developed the hypothesis that those in a foreign scene, unable to "extract meaning" or a way to "extract compatibility" would feel anxiety until they reorganized their subjective world to feel "at home" in the city. Their problem, therefore, was to identify "confirming circles in the foreign scene or reorganize their frames of reference to obtain confirmation." (p. 125) He wrote: "Regardless of the foreign country to which a person migrates, we surmise that he is likely to experience, first, the condition of normlessness or meaninglessness (acute anomie) and later, the condition of value contradiction or conflict (simple anomie). Depending on his sensitivity and his ability to tolerate such conditions, he will tend to experience stranger anxiety. This anxiety will then become a more or less significant motivating factor in his overseas life. It will persist until he finds or works out an acceptable role which eliminates anomie and enables him to feel at home in the foreign setting." "Such anxiety tends to interfere with effective functioning, it would, in the case of the stranger, work against his adaptation." (p.188) Useem and Useem (1966) developed a similar description in their discussion of a condition they termed "insidious stress." (p. 4) They indicated that "those conditions which engender stress in American families working and living overseas are largely ones connected with the basic needs of human existence - shelter, health, home maintenance, and 59 [the] socialization and education of the young." (p. 145) In a paper entitled, Ihe_JQh1_SLIESSBS_and_RESQDICBS_Q£ Americans_at_Hcrk_in_the_Third_Culture, (1963, p. 4), they indicated that the condition was more common and extreme in: 1. first-time-outers; 2. those organizations which do not prepare their people and do not subsidize housing, education etc.; 3. those with large families; 4. those with positions of low influence. Brislin (1981) suggested that culture shock could have positive ramifications as a motivating force causing the individuals to learn about the new culture as well as their own. For this to happen, he suggested that the sojourners could prepare themselves to minimize the negative effects and stressed the importance of finding a "supportive niche" in the new setting. Nash (1970) had written of the importance of finding a circle of friends in providing relief and aiding in successful adaptation. He wrote of the value of familiar artifacts such as modern conveniences and appliances which provided "points of reference" for the sojourner. A number of social scientists have attempted to describe the stages of culture shock as "J", reverse "J", "U", and "W" shaped curves. Regardless of detail, they seem to agree that sojourners could be expected to pass through a series of stages. Brislin (1981) used the following list of descriptive terms for his analysis of the stages in a "W" curve of adjustment. "... honeymoon ... hostility ... humor 60 at home ... reverse Culture Shock." (p. 280) In reference to expatriates new to their communities, Nash indicated that "a substantial minority never would get out of the stage of extreme strangerhood." (p. 126) This may correlate with Brislin's "hostility" stage in which the individuals developed strong negative feelings toward the host culture. Lambert (1966) related: "One reaction to the gap between an American's self-esteem: and. the somewhat lower status he perceives as being given to his nation by his host is to choose to emphasize negatively valued aspects of his hosts' culture. If he makes this choice, he is beginning to slide well down into the 'J' curve. For denigration of the host country, he can quickly avail himself 'of a ready stock of hostile statements which. are jpreserved, nurtured, and regularly served.Lu> at social gatherings by the more alienated of the permanent cadre in the American enclave." (p. 165) Much of what has been found in the literature has related culture shock and adjustment in general terms to the subject of this dissertation. Wire (1973) however, drew a closer link. In expressing his concern for the effect of a teacher undergoing problems of adjustment to the good of the students, he wrote, "Teachers who have not themselves bridged the cultural gap cannot be effective in bringing about cultural understanding for their students. Attempts must be made, therefore, to select not only superior teachers but those who will be open to acceptance of cultural differences." (p. 4) King (1968) expressed a similar feeling 61 in writing that "a child who comes from a home which is in a state of culture shock needs to be with a teacher who can lend stability and security.“ (p. 54) Brislin's (1981) work included a comment of particular significance for this study. "Any one sojourner will likely experience an easier adjustment to a pluralistic, rather than monistic society. There is more likely to be a match between what a sojourner brings and what some segment of the society values and more tolerance for any set of strategies and styles which she/he chooses to use." (p. 289) This may suggest that adjustment difficulties in communities isolated in non-pluralistic societies, such as those of Eastern Europe, were exacerbated by a "monistic" lack of tolerance for deviation which existed in those countries. Useem and Useem (1966) has described three "generations" within the third culture. They described them as: (p. 8-9) Einst_timers - Individuals who were new to the host country and with no previous experience. These individuals were seen as, "... zealously dedicated to programmatic aims .", were "plungers" into host culture, "... enthusiastic about possibilities of effecting change ... willing to subordinate personal concerns to programmatic goals". Experienced - Individuals who had already made the adjustment to third culture living through a "first timer's" experience in another culture. These individuals were seen as, "... more cautious in investing their 'self' in the program ..." They were no less committed but may have 62 sought, "... other routes than the official one to accomplish the desired ends. They tended to express "less urgency" and less willingness to sacrifice personal pleasures. Qld_£greign_Hands - These were seen as individuals who had adjusted to life in the community to the extent that they were no longer aware that the modern 'third culture' was different from that of the new arrival and may not have understood the resulting shock to the new arrival. Modifiers of Cultural Adjustment A number of writers have commented on the value of knowledge of the local language as significant in the adjustment and success of the expatriate in the new setting. (King, 1968; Nash, 1970; Winfield, 1962; Wire, 1973) Nash noted that the "strangeness" of the new culture was reduced when the expatriate possessed a facility with the host language. In addition to its functional value, it had secondary importance in demonstrating a willingness of the "stranger" to try to bridge the cultural gap with the host society. David (1972) extended the importance of language facility in describing the relationship between language and social contact which he and others expressed as important to adjustment. Brislin (1981) commented on the new arrival's perception of "rebuff" on the part of the host as causing adjustment problems. David pointed out that language facility opens access to reinforcers and results in praise from members of the host culture. He stated that, "poor 63 intercultural adjustment may result from ... removal of reinforcers and presentation of adverse stimuli." (p. 43) Through social contact with Vhosts", the expatriate received immediate reinforcement and received information about and access to other reinforcers. This also provided information related to the avoidance of negative reinforcers. He contented that greater satisfaction or adjustment correlated with greater social contact. Brislin stated that "the basic point that cross-cultural adjustment is dependent upon support and acceptance by others is well established." Citing Taft, he wrote of the "value of group support in preventing tension from building up to 'debilitating' level." (p. 112) Useem and Useem (1963) stated the situation . succinctly with the comment, "Man is a social being and the isolated man is sick." (p. 8) In analyzing the various factors contributing to the ease or difficulty of adjustment for expatriates in their move to a overseas post, a number of researchers have commented on the role played by marital status. Two distinct problems have been related. The first concerned the difficulties experienced by single expatriates which could become particularly significant in small communities and those located in countries where access to social contact was precluded by local customs or by ideological, religious, or racial barriers. (Cleveland, 1960; David, 1972; Frith, 1981; Nash, 1970; Torre, 1967; Winfield, 1962) Nash (1970) speculated that "the 'liberated' single 64 woman might experience even greater anomie than her married colleague as a result of exposure to a culture in which the principal conception of the 'liberated' single woman continues to be fixed in the image of a whore." (p. 155) He indicated that the single woman would find very few acceptable men who would date or court her in the American style. He related that women, more than men, reported a decline in feelings of well being during their adjustment to the Latin culture of the country in which his study was set. Cleveland commented in 1960 on the strains of moving across cultures. He indicated that these were less for men since they could rely on immersion into a challenging and potentially familiar work schedule upon arrival. They tended to give more attention to work and less to the family. This left the women to face the new culture "head on". With no work and lots of time she was left to cope with establishing contacts with the members of the local community which one counted on for services and the needs of daily life. Winfield (1962) expressed the belief that culture shock and loneliness were not innately greater in men or women but less likely in men due to the ease with which they were able to move around in most countries. The second problem relating to marital status and adjustment to expatriate life concerned pressure which the adjustment placed on married couples. On this subject, Torre (1967) stated, "Married couples who have not solved their marital difficulties are a common problem. In an overseas 65 mission, they must face up to their own interpersonal relations and cannot lead separate lives." (p. 85) Problems within marriages were not seen only as those associated with couples who had experienced difficulties prior to the relocation but were also of potential concern for normally happy couples, as indicated by Brislin (1981). He described the need for each member of even a successful marriage to maintain a friendship outside the partnership without which potential existed for the normal catharsis to be "unloaded" or vented with each other. Previous comments regarding the nature of the expatriate community might suggest that marriage partners may not individually or collectively find the friendships that would provide for a safe "outside" venting of stress and thus might experience more conflict than previously. Regardless of the marital status of the potential expatriate, Masland (1957) indicated that the wrong kind of motivation for pursuit of an overseas position, whether related to job dissatisfaction or failure or to unhappiness with one's personal life, could lead to failure abroad. Several writers have indicated that administrators of international agencies have the potential to contribute to the success of those joining their staffs by acting to counteract the causes and alleviate the symptoms of culture shock and community adjustment. Winfield (1962) stated, "The bosses for their part are derelict in their duty if they do not see that young men and women on their staffs have help in 66 getting households organized and that they have access to transportation where it is needed, especially at night." "An administrator should make every effort to give the lowest paid American on his staff a chance to study the local language." (p. 202) King (1968) commented on the need for administrators to recognize symptoms of culture shock and do all they can to alleviate it. "Proper orientation and other preventative measures are more desirable than attempts at treatment after shock has set in." (p. 215) Attention to the issue of orientation and its development in the A/OS schools will be given in a subsequent section of this chapter. Wire (1973) implied that those responsible for the transition of teachers into international schools were wise to give attention to this area of adjustment. He indicated that while there was a "lack of research" and "little direct evidence in the literature to establish a relationship between cultural adjustment and [teacher] effectiveness," (p. 27) it was seen to hold an important role in the preparation for Peace Corps trainees, many of whom were teachers and therefore may well have had significance for the adjustment of teachers in general. Staff Turnover As has been indicated in the introductory material concerned with the development of the A/OS schools, a high rate of turnover of both staff and administrators has been repeatedly cited as a significant problem. Phillips (1974) 67 put it succinctly, "Any good schoolmaster anywhere will agree that the quality of education offered in any school is definitely effected by the degree of permanence or length of tenure of the teaching and administrative staff. A good educational program is far more than good pupils, good teachers, plus good books and equipment. It is all that plus a sound and growing philosophy and a teamwork that grows out of a well led school staff working effectively for years" (p. 9). Droppert (1984) wrote of the difficulty in maintaining programs due to the constant turnover of faculty and students. During the two years previous to his 1968 study, King found that over 50% of schools reported the departure of at least one teacher prior to the conclusion of the contract. The problem was found to be greatest in Africa where turnover reached 58.3% annually. (p. 204) To account for this situation King expressed the opinion that, "careless selection, inadequate orientation and culture shock of teachers or members of their families undoubtedly played an important part" (p. 207). He expressed theconcern that "high teacher and administrator turnover coupled with a lack of published guides and courses of study indicate that a general lack of continuity is likely in overseas schools" (p. 207). McGugan (1970) stated that the "selection, employment and retention of competent professional personnel is one of the most persistent problems facing the overseas schools" (p. 92). Turnover of staff was apparently still 68 seen as a problem by 1984 when Droppert found that administrators, teachers and parents of 35 A/OS schools listed Staff and Student Turnover as either first or second out of the 15 variables identified as constraints on the international school administrator. The causes for the high rate of turnover in the A/OS schools have been many and varied. King told of the affect of the tax laws of many countries essentially insuring high turnover of teachers and administrators. Brislin (1981) commented on the general relationship between low rewards of organizations and the turnover of staff. A partial answer to the problem of turnover of staff in the expatriate schools has been to turn to the "local hirei teacher. This group of teachers has been made up of individuals who were "permanently" located in the community. They include those trained in U.S. or British colleges and universities who were married to host nationals or others as well as host nationals who may have received training locally or abroad. For the purpose of this study, the term "local hire" was not meant to include another group of teachers also referred by this term in other sources. These individuals were the spouses (generally wives) of short term expatriates who were hired on the local salary schedule. The term "dependent spouses" has been used in reference to these individuals. The feelings of practitioners regarding the value of the "local hire" have not been uniform. Kelly (1974) expressed 69 that "when an administrator can hire locally, he is most fortunate. Permanence provides the stability evolving programmes must have" (p. 84). While recognizing the potential for building continuity and the cost savings which result from their employment, King (1968) commented on problems of hiring local hire and dependent spouses due to their divided responsibilities and "the other roles they must play as wife, mother, hostess etc" (p. 50). Domidion (1964) wrote of situations in which the school was forced by local government to hire 50% locals and it was "difficult to find enough qualified individuals" (p. 10). Chudler (1974) cautioned about hiring host national teachers, pointing out that while there may have been improved public relations with an internationalization of the staff, it might also lead to a "loss of quality" (p. 121). As one considered the effects of permanence verses rapid turnover in the staff of a school there were differing problems associated with each. The transient teacher had many aspects of adjustment to overcome before the concentration necessary for excellence with the student could be given. These adjustments may have been associated with the necessities of daily living in a new and potentially hostile environment. While addressing these aspects of the new culture, the recently arrived teacher was also called upon to adjust to the particulars of the school, its community, and students, all of which may have been entirely different from the conditions of the teacher's home 70 community. The new teacher generally lacked the knowledge of the available community resources and may have been severely hampered through the absence of simple items which had previously been readily available. (Kelly, 1974) International Staff Recruitment Since difficulties in obtaining staff work permits were frequent and there was a need for considerable time to adequately prepare for travel abroad, international staff recruitment, out of necessity, has occurred far earlier than that in schools in the U.S. School Heads in the A/OS schools have been forced to make preliminary staffing decisions in January to permit attendance at recruitment centers in February. Final staffing decisions were generally made by the end of March. As the recruitment activities were designed to satisfy staffing needs of the following September and given the uncertainties of student enrollment in the interim period, the small school administrator was forced to recruit staff members with flexibility and a range of skills. In commenting on the need for early administrative action related to staffing and materials for an unknown Fall enrollment, Kelly (1974) cautioned, "if guesses are wrong, plenty of the wrong teachers and supplies will be on hand with no money to pay for either." (p. 87) In his investigation of the recruitment, selection and retention of teachers for the A/OS schools, King (1968) indicated that there was little prior research on which to 71 draw. His exploration of the recruitment practices in A/OS schools led to his finding that 40% of the Heads of schools surveyed felt that low pay adversely affected the recruitment of fully qualified teachers. Domidion (1964) pointed out the difficulty which A/OS schools had in competing with stateside school in benefits and a particular difficulty in recruiting male teachers. The importance of the recruitment of individuals who were likely to succeed in the overseas setting and remain for more than a year or two was stressed by Frith (1981), Torre (1967), and Wire (1973). Quebeck (1970) sought to identify characteristics of successful overseas teachers. In his survey of 12 administrators, little agreement could be found. Listed as agreed characteristics were: recognition of the opportunity for continuous growth; - no fear of evaluation; - a strong sense of justice; sensitivity to the importance of communication and a willingness to learn the language of the host country. Given the cost of recruitment and relocation and the disruption of the program associated with rapid turnover, it was inferred that significance should be attached to the recruitment of individuals with the "ability to cope with local conditions ... ability to live in a small, intimate American community ... ability to get along and work with the indigenous people" (Wire, 1973, p. 83). Frith (1981) commented on the importance of "recruiting the right man the 72 first time." (p. 12) A key ingredient in the question of staff turnover has been the concept of what characteristics would make a good teacher for the A/OS schools. Frith's (1981) simple statement, "The best individual for the job may not do the best job." (p. 12), implied that the administrator needed to examine a range of variables besides classroom competence in deciding which candidate to hire. Cleveland (1960) wrote of the value of experienced and tested individuals. Winfield (1962) indicated the importance of examining the individual's goals in seeking overseas employment. He and others have expressed concern over those who appear to have been escaping from an undesired life style in their home community. King (1968) concluded that schools are apparently willing to accept marginal teachers and stated that "an overseas school is no place for persons with marital difficulties or other personal problems." (p. 208) King (1968) stated that the methods of recruiting and selection of teachers for the A/OS schools are "similar to those used domestically." (p. 49) He described the process of examination of the local market, seeking prospective candidates through agencies, and conducting interviews. An interesting feature which was not often found in schools in the U.S. was that in some cases, the Head was authorized to offer contracts on the spot, to candidates deemed to meet the needs of the school. This was done to eliminate the problems associated with delays in correspondence. 73 Cleveland (1960) stated that "when it comes to recruiting for overseas service, nothing is likely to replace an interview - except a longer interview or multiple interviews by different interviewers." (p. 172) Thomas (1974) stressed the need for administrators to gather more information on candidates than that which they submitted directly or through their placement agencies. He implied that the benefit from telephone calls to current and previous employers was worth the expense. King (1968) expressed numerous concerns related to the recruitment/orientation phase of teacher employment. He wrote of a time when the Head who could not interview personally had to rely on others and correspondence. He found that 10% of administrators surveyed felt that they should always interview candidates, with another 67% indicating that they should, if at all possible. He made no comment about the remaining 23% and in examining actual recruitment practices he found that 67% of schools with fewer than 200 students did not send administrators to the U.S. to interview. Having examined the topic at depth, King implied considerable significance in the issue and recommended that the "Heads of even small schools be sent to the U.S. for recruitment." (p. 208) Other areas of concern which King expressed, involved the lack of suitable materials to mail to prospective teachers, little assistance in obtaining visas etc., a lack of attention to the needs of new teachers on the part of Heads and boards, situations in which teachers arrived only 74 hours before school was to start and no ongoing orientation program (p. 211). Thomas (1974) cautioned administrators about the use of "some agents of overseas talent ... running educational employment ‘body shops'" with "no knowledge of the needs and desired skills of employees" (p. 141). Concern has been expressed by Windfield (1962) regarding the temptation of "over sell" in the recruitment of teachers and school Heads. Eddison (1967) cautioned that it was "better to have a candidate decline the job offer than to have a new Head arrive, take one short look, and decide that his family can't live under those conditions or he can't work under other conditions" (p. 22). The error of exaggerating the beauty and features of the host country in recruiting teachers was commented on by King (1968). Orientation Those who have conducted research involving the variables in the successful adjustment to living and working abroad have commented at length regarding the importance of the orientation as one step in the success or failure of individuals in their new setting. (Brislin, 1982; Chudler, 1974; Frith, 1981; Hager, 1978; Useem et al. 1963) Hager expressed the concern that not only were teachers required to adjust to a new country and culture but they were new to the school and administrator and thus had no fixed "institutional policies to fall back on when things get rough" (p. 153). He concluded that it was the obligation of the school to prepare 75 them to function in the new culture and new organization. Useem et. al. (1963) wrote of the need of easing the transition of men from one society to another. "Recognition of the need to learn quickly has led to the establishment of a number of orientation programs, particularly for Americans" (p.7). Frith (1981) indicated that the transition of the recruit should begin prior to departure from the U.S. He wrote of the importance of the family learning as much as possible before departure, suggesting that they be put in contact with others who had lived in the particular country and had returned to the U.S. Brislin (1981) commented on the importance of a "transitional stage" (p. 144) in the beginning of a sojourn and the benefit of a pre-sojourn orientation program. He suggested that "administrative understanding of stress relating to intercultural contact may allow him/her to intervene to minimize aggressive reactions to stress and maximize non-aggressive reactions" (p.4). He described the existence of extensive programs of cross-cultural awareness utilized by government agencies and large companies in the preparation of their employees for overseas living. Frith (1981) suggested that employers supply the following "Orientation Checklist" (p. 20-21) and implied that they should offer guidance on relevant items, "satisfaction of which should ensure that the employee is suitably prepared for adjustments necessary to be a successful expatriate." "1.Nature of job, its responsibilities and objectives 76 :2.Compensation - salary, allowances, benefits and taxes 3. Letter of agreement - terms and conditions 4. Personnel policies applicable to overseas assignment: Medical requirements Language training Home sale/lease protection Automobile sale protection Shipping/storage of household effects Travel arrangements Work schedules, holidays, vacations Overseas housing Schooling and further education Tax counseling Emergencies OOOOOOOOOOOO Repatriation 5 . Documentation c> Passports, Visa, Work Permits, Medical Records c> Birth and Marriage Certificates, Insurance policies, Tax Records it Orientation and briefing on living conditions, climate and culture." It appeared unlikely that the importance of this aspect of the school's staffing had been generally recognized by 1968, when King commented on the orientation of new staff members as, "one of the most neglected functions of overseas school administrators" (p. 205). He indicated that "there appears to be a great reliance upon informal, loosely structured contact between employees." He found that 25% of schools had no orientation program and that programs were formalized in 77 only 37.8% of the smaller schools. "Overseas school personnel often forget their first experiences and leave the new teacher and his family to fend for themselves upon arrival" (p. 59). Domidion (1964) found a similar condition in that 13 of 28 schools involved in her study had no planned induction or orientation program. Other areas of which King expressed concern included the absence of materials to be sent to prospective and newly hired teachers, the limited assistance given in obtaining visas etc., a lack of attention to the needs of new teachers, and situations in which teachers arrived only hours before school was to start. One indication of a cognizance of the need for proper orientation was found in the existence of Overseas Orientation Workshops held from 1972 on by the Inter-Regional Center for Curriculum and Materials Development. As indicated in the program report of 1976, (Anonymous) new recruits from up to 17 schools from Central and South America participated in a joint orientation program held in Miami during the August prior to departure for their new schools. The program, then in its fifth year, was reported as of significant value to participants, however, a variety of logistical problems resulted in the fact that a substantial number of schools and individuals were unable to participate. Though not common in the A/OS schools, Hager (1978) cited one example of a comprehensive approach to the problem as existing at the American School of the Hague. He offered 78 the following quoting from the school's board policy manual: “Recognizing that new teachers must make a satisfactory personal adjustment to living in The Netherlands in order to perform effectively as teachers, the superintendent shall arrange a program of orientation for new teachers prior to the beginning of the instructional calendar. In particular, the superintendent shall arrange for new teachers to be met upon arrival in Holland and will provide assistance in locating suitable housing if necessary. He shall also hold such meetings as are necessary to acquaint the staff with the host country in general and with the school system in particular. Arrangements shall be made for a reception for all new teachers and their spouses. The Executive Committee views the orientation program as essential and shall annually make provisions to cover all costs in the budget." (American School of the Hague, Policy 4115.1) A goal of orientation as expressed by Brislin (1981) should be "to encourage consideration of situational variables as judgments are being made rather than making negative judgments on the basis of preconceived ideas and prejudices about the other culture" (p. 163).. In the preparation for a new staff member, it was seen to be desirable that the housing be ready and complete with sheets on the bed and food in the refrigerator. The initial reaction to where and how the family will live often sets the tone for the first several weeks. Housing should be comparable to that provided by foreign organizations for 79 their professional personnel. It was considered important that the new arrival met all relevant members of the community and had a host country orientation. There was a need for someone to be available and meet with the new arrival more frequently than might be normal. (Eddison, 1967) Though Eddison's writing concerned the proper preparation for the arrival of a new Head of school, it would seem that these guidelines would have been equally valid for the arrival of a teacher. Useem et al. (1963) wrote of the value of linkage during the entrance to a new community. They indicated that "functionally linked" affiliations tend to minimize the obstacles to rapport in three ways: they ease understanding between members, they result in fewer obstacles in the host-guest relationship, and they allow for a less personal interaction to occur (p. 13). Brislin (1981) wrote that "cultural adjustment is dependent upon establishing group ties and successfully completing one's task-related goals" (p. 283). Assuming that this observation was correct, the administrator could assist in the adjustment of the new arrival by providing them with ample time for socialization and by causing them to become professionally involved. A second aspect of functionally linked group orientation was expressed by Domidion (1964) in stressing the value of current staff members in orienting new staff and in drawing new staff members into the functional group. Brislin (1981) wrote of the "model value of the 'old hand' for new 80 arrival...they made it through and can show the newcomer how" (p. 147). While many of the comments of writers have led to a concern for the inequities of the small isolated school, Brislin (1981) drew attention to one specific benefit. He pointed out that in under-manned situations new arrivals experience greater satisfaction since each has a more important role in the goals of the organization. Domidion (1964) saw a double value in drawing the new arrivals into the staff. Not only was it seen as good for the new arrival but they often represented a resource for tenured staff members concerning current educational materials and thinking in the U.S. This knowledge of current information, resource, and trends had the potential to assist the new arrival in finding their special niche. As seen in the writings of the many of the researchers cited thus far, new arrivals had a complete interpersonal world to replace. They needed involvement, acceptance, opportunities to socialize and assistance in grappling with the dynamics of the new cultural setting. They may also have had a need for Winfield's (1962) "family member", someone to advise them to "look, listen, and withhold judgment." (p. 124) Staff Development -.A General View Staff development has been an emerging concept in the American philosophy of education for essentially the past 60 81 years. In tracing educators‘ increasing awareness and concern for this facet of the profession, Howey and Vaughan (1983) commented on the changing role of the school, and therefore the teacher, which began in the thirties and has accelerated throughout the intervening years. The changes in the structure of the family and the great ideological debates brought on by the depression and World War II, the political issues and technological "revolution" stimulated by the war effort and rekindled with the flight of Sputnik, the social upheaval of the sixties and the deep questioning of the nation's basic values which accompanied the Vietnam War and Watergate scandal resulted in an expansion of the mission of the school and of the role of the teacher. Prior to the depression of the 30's, staff development was primarily concerned with the "knowledge base" of the teacher, with little attention given to pedagogical practices. Both pre-service and in-service teacher activities were involved more with "dispensing information about" the new educational "theories rather than using them as a mode for teacher education or modelling their application" (Howey & Vaughan, 1983, p. 93) As demands on the schools increased, satisfaction with schools has decreased. The "failures" of American education were headline news following the launch of Sputnik. Teachers as the key element in schools became a focal point for criticism with staff develpoment taking on a teacher centered, "deficit" view of the in-service function. The 82 teacher in this case was seen as a "reservoir of techniques and in-service education as an additive process." (Houston & Pankratz, 1980, p. 41) Dorras (1968) wrote of the conditions which had created the need for in-service as aa.employment of inadequately trained persons; IL raising standards and preparation during the career lives of teachers; Ch varying conditions, philosophies, and procedures in different school systems;