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Morale, satisfaction and stress
in schools


Assoc Professor Ken Sinclair

from
The School Manager
C Turney, N Hatton , K Laws, K Sinclair and D Smith.
Allen and Unwin 1992


INTRODUCTION

TEACHER SATISFACTION

Teacher need, satisfaction and school morale
Administrative practices and morale
Teacher satisfaction and performance
Teacher satisfaction and stress in teaching

STRESS IN TEACHING

Stressors in teaching
How teachers cope with stress

SATISFACTION, STRESS AND THE PRINCIPAL

The management of self-needs
The management of time
Management of information and decision making
Management of people
The principal's roles in stress management
Promoting teacher satisfaction and school morale

 

 


Introduction

Morale is a critical factor influencing the processes and achievements of a school. Bentley and Rempel (1980, p.2) define morale as 'the professional interest and enthusiasm that a person displays towards the achievement of individual and group goals in a given job situation'. Low morale is associated with frustration, stress, alienation and powerlessness. High morale is associated with satisfaction belongingness, achievement and personal and group esteem. The principal has a key role to play in developing and enhancing morale. Management associated with high morale is likely to be participative and supportive, and to occur when motivational and communication forces are strong, interaction is warm and close, decision making and goal setting are shared, control processes are collegial and achievement is emphasised and recognised (Andrew et al., 1985; Hunter, 1982; Likert, 1967). The major management roles of the principal in planning, organising, communicating, motivating and controlling all have important implications for school morale. From the teachers' point of view, the principal's management of those roles has a strong bearing on the sense of satisfaction they receive from teaching and on the amount of stress they experience.

The principal's management skills have a strong bearing on school morale and, in particular, on the sense of satisfaction teachers receive from their work and on the amount of stress they experience.


TEACHER SATISFACTION
Job satisfaction has been considered to be 'a function of the perceived relationship between what one wants from one's job and what one perceives it is offering' (Locke, 1969, p.316), and as 'the degree of "fit" between what an organisation requires of its employees and what the employees are seeking from the firm' (Mumford, 1972, p. 5). Mumford also identifies several approaches that have been used in seeking to explain and enhance job satisfaction. Among them are:


Teacher need, satisfaction and school morale
Clearly there is a strong relationship between needs satisfaction and management skills. The possibilities of teacher satisfaction will be enhanced when management is sensitive to the interests and needs of the particular staff members and when the achievement of school goals and individual teacher goals go hand in hand.

Teacher satisfaction will be enhanced when the achievement of school goals and individual teacher goals go hand in hand.


The human needs approach of Maslow (1970) and Herzberg (1959) has been particularly influential in shaping current views about business management and leadership. Maslow conceives of a needs hierarchy with physiological and safety needs at the base, extending upwards through belonging needs and self-esteem needs to needs for self-actualisation at the apex. Self-actualisation involves striving for the fullest possible realisation of one's potentialities, and an important context for that is through one's career. Maslow argues, however, that the person's full energy and attention will be directed towards self-actualisation, for example in teaching, only when a reasonable level of satisfaction has been reached with respect to the lower level needs. Physiological needs are those involved in satisfying basic bodily wants through the application of good personal health practices. Safety needs involve finding protection from physical dangers as well as achieving a sense of psychological security that comes from living and working in a supportive and predictable environment. In teaching, for instance, security is enhanced when clear, reasonable, and consistent expectations are applied to the behaviour of teachers and students. Belonging needs are expressed by strivings after acceptance and recognition in the social group. Self-esteem needs are associated with behaviour designed to demonstrate capabilities and competencies which will maintain and enhance positive self-regard, and behaviour designed to avoid failure that will reduce the level of self-regard.

The needs hierarchy helps explain human behaviour and suggests ways by which principals may help teachers realise their potentialities. Strivings for self-actualisation will be enhanced when lower level needs are satisfied. A well managed school will help satisfy safety and security needs. Praise, recognition and approval from colleagues and the principal will help satisfy belonging needs and are also basic to feelings of self-esteem. Praise, recognition and approval for accomplishments and competencies help promote confidence, morale and motivation for further achievements, while criticism, disapproval and failure to demonstrate competence may lead to negative self-feelings, detract from motivation for further achievement and may create the circumstances for alienation and obstructive behaviour. Encouragement to participate in school decision making and take responsibility will reinforce feelings of efficacy and self-worth, and contribute to the self-actualisation of talents and competencies.

Sergiovanni and Starratt (1979) have emphasised the importance of understanding the relationship between the phenomena of human needs and teacher satisfaction. In one study, Sweeney (1981) asked a sample of 1300 teachers from 23 secondary schools to indicate the extent to which they desired (ideal) and were receiving (actual) satisfaction in each of the Maslow categories. The difference between the ideal and actual satisfaction scores was regarded as a measure of need deficiency. Need deficiency was greatest for self esteem and self-actualisation needs, suggesting that 'teachers felt a lack of prestige and accomplishment in their jobs' (p.3). Need deficiency was least for belonging needs. There was evidence of need deficiency in security feelings for younger teachers (age 20-24) but not for older groups. It was also found that older, more experienced teachers were more satisfied in their positions than other age groups. Teachers aged 25-34 were the least satisfied. Older teachers' expectations were higher than their younger colleagues, but their actual satisfaction was also higher. Teachers working with high ability students were more satisfied than those working with low ability students. There was no difference between the levels of satisfaction expressed by male and female teachers. Comparison with earlier data indicated that teacher need deficiencies had risen in the categories of security needs, self-esteem needs and self actualisation needs, indicating that teachers felt less worthy and productive than they had a decade earlier.

Pastor and Erlandson (1982) contrasted high and low level needs in teachers. High level needs included a desire to be responsible for their own work and to see the outcomes of their efforts, desire for challenge, decision-making opportunities, development of skills, a chance to advance and the opportunity to be creative and innovative. Low level needs included friendly co-worker and teacher/student interactions, better pay, adequate vacations and convenient hours. Fifteen secondary school teachers, randomly chosen from ten school districts, made up the sample. It was found that the needs of the teachers were predominantly high order in nature. Job satisfaction was found to be significantly related to teacher needs, although some school districts were found to be more satisfying to teachers with low level needs. For teachers scoring high on need strength, areas of high satisfaction included seeing student growth, having an influence on students and having positive teacher/student interactions. Areas of low satisfaction included adequate pay, administrative efficiency and unresponsive students. For teachers with low need strength, satisfaction was derived from seeing student growth, having positive teacher/student interactions, job variety, and summer vacation. Dissatisfaction was expressed with reference to discipline, parental concern and unresponsive students.

From his studies of job satisfaction, Herzberg (1959) argues that the factors producing job satisfaction are separate and distinct from those leading to job dissatisfaction and goes on to distinguish between 'motivators' and 'maintenance factors'. Motivators are identified as achievement, recognition, intrinsic interest in the work itself, responsibility and advancement, and provide the bases for job satisfaction. Maintenance factors such as bureaucratic policy and attitudes, supervision, interpersonal relations, working conditions and salary provide the major sources of job dissatisfaction. Research in the area of education, however, has tended to find that the distinction between motivation and maintenance factors is not as clearcut as argued by Herzberg. Sergiovanni (1969), for instance, replicated Herzberg's study in educational organisations and found that satisfaction from the work itself and achievement were not significant as motivator factors. On the other hand, achievement, recognition and interpersonal relationships were found to have the potential to contribute to both satisfaction and dissatisfaction. In another study, Holdaway (1978) confirmed that the work itself was, almost exclusively, a source of satisfaction, but that interpersonal relationships were a source of both satisfaction and dissatisfaction, while physical conditions and the attitudes of society and parents to education were largely sources of dissatisfaction.

Following a comprehensive review of the literature, Locke (1976) concluded that teacher satisfaction tends to be associated with work that provides a mental challenge, is varied, allows autonomy, is not physically fatiguing, allows the person to experience success, provides a fair wage and enables personal needs to be satisfied while achieving work goals. The importance of personal goals being satisfied while achieving work goals has been strongly supported. Lawler (1973, p.158) concluded that job satisfaction will be high when the job allows the person 'to feel personally responsible for a meaningful portion of the work, provides outcomes that are intrinsically meaningful or are otherwise experienced as worthwhile, and provides feedback about what is accomplished'.

Teacher satisfaction is associated with work that provides a mental challenge, is varied, allows autonomy, is not physically fatiguing, allows the person to experience success, provides a fair wage, and enables personal needs to be satisfied while achieving work goals.


Administrative practices and morale
Principals' administrative practices have also been found to be related to teacher and school morale. Creed and Enns (1979) categorised leadership style as either directive (leader decides what is to be done and how it is to be done), achievement-oriented (leader expresses clear expectations and standards for performance) or participative (leader consults before taking action or treats subordinates as equals in making decisions), and were able to relate leadership style to extrinsic and intrinsic sources of teacher satisfaction. Intrinsic satisfaction comes from the enjoyment of teaching for its own sake and from the achievement of personal goals, while extrinsic satisfactions come not from teaching itself but from related outcomes such as power, recognition, material rewards and achievements. The investigators found that directive leadership was not related to teacher satisfaction, whether intrinsic or extrinsic.

Achievement-oriented leadership was strongly related to extrinsic satisfaction but not intrinsic. Participative leadership was strongly related to both intrinsic and extrinsic teacher satisfaction. Participative leadership, it was argued, provides a greater chance that, in achieving school goals, teachers' personal goals (observed in intrinsic satisfaction) were also more likely to be realised.

Participative leadership has been found to be one of the most important factors influencing teacher satisfaction and morale. Involving teachers in the decision-making process in areas in which they have expertise can extend the principal's influence by bringing expanded resources to the planning, implementation and monitoring of the school program. McLaughlin et al., (1986, p.422) discovered that 'the conditions under which teachers work are often set up in such a way as to deny teachers a sense of efficacy, success and self-worth'. They found that teacher frustration and dissatisfaction were commonly related to:


The results of studies by Rutherford (1985) and Johnson and Germinario (1985) also confirm the importance of shared decision making. Rutherford's five-year study of leadership skills of elementary and secondary principals revealed that in effective schools participatory decision making creates a joint commitment to goals and a supportive environment to maximise teacher talent and effectiveness. When teachers were able to participate in as many decisions as desired, teacher satisfaction was optimised and job tension minimised (Belasco & Alutto, 1972). It is also clear that not all teachers are equally desirous or capable of significant participation in decision making, and that sometimes decisional saturation may occur, as when teachers are asked to participate in more decisions than desired (Belasco & Alutto, 1972). Principals, while encouraging teacher involvement, must therefore be sensitive to the needs of particular staff in participative decision making.

Participative leadership has been found to be one of the most important factors influencing teacher satisfaction and morale.


The characteristics of administrative practices in schools with high morale were also investigated by Andrew et al. (1985), using case study methodology. Ten school systems were studied by four research teams. Factors found to be important included:


In the schools with better morale, principals were typically described as being outgoing, friendly and good organisers. Words such as ' open ', ' helpful ', ' student-centred ', ' systematic ', 'responsive' and 'fair' were used. In schools with poor morale principals were perceived as disciplinarians, inconsistent, nonsupportive, formal and impatient. In the schools with better morale, teacher contributions were regularly recognised in formal and informal ways. Principals sought out staff in the corridor or staffroom to praise them. Teacher accomplishments and contributions were formally recognised at parent meetings, in newsletters and in staff meetings. Contrasting with schools with low morale, clearly written policies about discipline, absenteeism, dress codes and conduct were also usually found in schools with high morale; furthermore, those policies had been developed by committees of staff and students with a strong input from the administration. In the schools with better morale, principals supported teachers with instructional materials, clerical help and enforcement of discipline. Finally, in the schools with good morale, teachers were very much encouraged to become involved in planning and participating in staff development programs.

Teacher satisfaction and performance
Other studies have investigated the relationship between teacher satisfaction and teacher performance. It has often been argued that worker satisfaction and productivity (performance) go hand in hand. Studies of this notion in education, however, have often failed to find any relationship of substance (Cooper, 1977, Gorton, 1982; Miskel et al., 1980). Miskel et al., (1980) studied the relationship of expectancy work motivation, central life interests and voluntarism to teacher satisfaction and teacher performance. Expectancy work motivation was associated with teachers' expectations of successful outcomes in teaching, the importance that they place on rewards and incentives following from success, and the probability that rewards and recognition will be received. The measure of central life interests was concerned with the extent to which the life interests of teachers focused upon their work. Voluntarism was a measure of the extent to which teachers felt that they were free to change positions or jobs if it suited them. The hypothesis that teacher satisfaction would be related to these three measures was strongly supported, suggesting that 'anticipation that successful performance will lead to important outcomes desired by the individual, perceived freedom to modify the job situation, and work attachment are necessary for educator job satisfaction' (Miskel et al. 1980, p.88). The relationship of those variables to teacher performance presents a problem, however. A satisfied teacher is not necessarily a well performing one. The result nevertheless has important implications for school leadership. Leaders need to be concerned about the quality of life for teachers at school as well as about their performance. The study suggests that quality of teacher life (teacher satisfaction) will be related to such factors as intrinsic and extrinsic expectancy motivation, the perceived freedom they have to modify and influence the job situation and their attachment to their job. Teacher performance, on the other hand, appears to depend on a more complex set of factors than teacher satisfaction alone.

Teacher satisfaction and stress in teaching
Another relationship which has been studied is that between teacher satisfaction and teacher experience of stress, where a negative relationship would be predicted. Kyriacou and Sutcliffe (1979) conducted a study with British teachers investigating relationships between teacher satisfaction, teacher experience of stress and a number of predicted behavioural correlates of teacher stress, viz, frequency of absence and intention to leave teaching. The relationship between teacher satisfaction and teacher stress was -.27 (p<.01) for the total group and -.34 for teachers aged less than 30 years. The negative relationship signifies that high teacher satisfaction was associated with low levels of teacher-reported stress. The correlation between teacher satisfaction and intention to leave teaching was .18 (p<.O1). The relationship between teacher satisfaction and absence was -.32 (p<.05) for teachers aged 45 years or more, but was not significantly correlated for other age groups. The results indicate a clear relationship between teacher satisfaction and teacher stress and also suggest that teacher satisfaction is related, in particular groups of teachers, to absenteeism and intention to leave teaching. The study also revealed that 72% of the teachers were very satisfied or fairly satisfied with teaching and that 23% rated being a teacher a very stressful or extremely stressful occupation. In relation to sources of stress, low but significant negative correlations were found between teacher satisfaction and having noisy pupils, too much work to do, maintaining values and standards, difficult classes, poor career structure (which received the highest correlation, -.28) individual pupils who continually misbehave, an inadequate school disciplinary policy and inadequate salary. Poor career structure as a source of stress had the highest correlations with frequency of absence (.16) and intention to leave teaching (.18).

STRESS IN TEACHING
Writing in 1887 a teacher commented, 'The life of a teacher in an elementary school is one of continual care and anxiety: the conditions under which he labours are such that it is impossible for it to be otherwise . . . [so that] death of idealism, of spontaneity and humane social relationships [are frequently the result]' (Otto, p.3.). Similar comments would be made by many teachers today. During the 1980s in Victoria it has been estimated that around 160 teachers each year were superannuated on the grounds of ill-health. Their average age was 44-45 years. One-half to two-thirds of those teachers were retired early because of psychological ill-health and a further one-tenth because of stress-related cardiovascular disorder (Otto, 1986).

Stress is a factor that all principals, teachers and students will have to deal with at some point. Occupational stress occurs in situations in which '. . . discrepancies exist between occupational demands and opportunities on the one hand and the worker's capacities, needs and expectations on the other' (Levi, 1979, p.26).

Figure 2.1 Stress and performance High I Under stimulation zone

Source Gmelch 1983

Stress is experienced in terms of cognitive, physiological and behavioural reactions (Keavney & Sinclair, 1978; Sinclair et al., 1974). It is experienced:


Given this conceptualisation, stress may be either beneficial or harmful in its effects. Too little stress or challenge or pressure can be harmful and lead to so called rustout; too much may also be harmful and lead to burnout. Gmelch (1983) argues that optimum effect comes from moderate levels of stress in which pressure and stimulation are converted into creative motivation. Thus the relationship between stress and efficiency may be diagrammatically presented in terms of an inverted U (see Figure 2.1).

Moderate levels of stress may be converted into creative teacher motivation. Too little stress or challenge or pressure, however, can be harmful and lead to so called rustout; too much may also be harmful and lead to burnout.

All teachers and administrators will sometimes experience stress. If perceived as an alarm reaction (the first of Selye's three stages), it may cause the mobilisation of resources and the successful coping with the problem. In terms of Levi's definition this may entail the modification of internal or external demands so that they become more reasonable and realistic, or it may entail the person improving his or her capacities for dealing with the demands by developing, for instance, new skills or understandings. Similarly, at the second of Selye's stages (prolonged resistance) it appears that some people through the use of particular coping styles are able to deal success fully with stress at a behavioural level over relatively long periods of time, although at some cost to their cardiovascular body systems.


Figure 2.2 Framework for thinking about stress

Chronic stress however, may also lead to what has come to be called burnout with extremely damaging effects on a teacher's or principal's self-esteem and mental health. According to Jones and Emanuel (1981), in the early (alarm reaction) stage, it may appear as emerging feelings of dissatisfaction, isolation and rejection and 'the belief that personal effort is not appreciated'. In the second stage these feelings intensify and feelings of self-doubt and helplessness appear. Once the third of Selye's stages (exhaustion) is reached, however, adequate coping is no longer a possibility and burnout occurs. Burnout implies '[mental and physical] exhaustion to the point of no longer being able to care, of loss of idealism, and of psychological withdrawal as the last imaginable chance for "survival" ' (Otto, 1986, p.53).

Figure 2.3 Causes of Stress at work
(after Otto, 1986)

Otto (1986) presents a diagrammatic representation of the relationship between stress and behaviour (see Figures 2.2 an(l 2.3). Figure 2.2 presents a framework for thinking about stress, and Figure 2.3 the factors to be considered in understanding the causes of stress at work.

In considering the effects of stress in educational contexts, it appears important to understand:


Stressors in teaching
Several recent studies have attempted to estimate the incidence of psychological distress among teachers and principals. In a major Western Australian study (Louden, 1987), the General Health Questionnaire (GHQ) was sent to a sample consisting of 20 of the 14 000 government teachers and TAFE lecturers in the state. In all 2138 questionnaires were returned (77% return rate). The results appear in Table 2.1.

Table 2.1 General health questionnaire scores of Western Australian teachers

Respondents

GHQ score >4

GHQ score >10

Primary Teachers
Secondary Teachers
Administrators
TAFE Lecturers

40%
42%
37%
35%

18%
18%
16%
16%

General Population

10-20%

9%

Source: Louden, 1987

A score greater than 4 is taken to represent people experiencing psychological distress; a score greater than 10 represents suffering severe psychological stress. The proportions found in both categories are much greater than for the general population. It will also be observed that differences among the four categories of educational worker are slight. Differences between respondents based on sex, age, geographical region, teaching status, subject taught or level of qualification were also not significant.

In the study, the occupational stressors identified were correlated with level of worker distress. In Table 2.2 stressors associated with psychological distress are listed for four categories of education workers.

Generally speaking the stressors found may be grouped into categories of unacceptable student behaviour, time pressures, relationships with colleagues and the community, opportunities for alternative employment, and working conditions.

Other studies have found much the same groupings of factors. For instance, after reviewing literature on teacher stress, Fisher (1984) identified five groupings:

Table- 2 2 Factors associated with psychological distress among teachers listed alphabetically)

Primary teachers

Feelings of ineffectiveness and powerlessness
Inadequate classroom facilities
Involuntary transfers
Lack of opportunities for part-time work
Pressure of involvement in educational research and development
Professional isolation in the classroom
Time pressures
Unacceptable student behaviour

Secondary teachers

Feelings of ineffectiveness and powerlessness
Inadequate classroom facilities
Involuntary transfers
Lack of opportunities for part-time work
Pressure of involvement in educational research and development
Professional isolation in the classroom
Time pressures
Unacceptable student behaviour

Administrators

Perceived community attitudes and expectations
Staff expertise and morale Time Pressures

TAFE lecturers

Pressure of acccountability
Time Pressures

Source: Louden 1987

Relationships with pupils and classroom control appear to be of special significance. In a study by Sinclair and Nicoll (1981) student teachers were interviewed about their experiences during a recent teaching practice. A striking result was the amount of feeling invested in their experiences. When asked for their overall impression it was commonly expressed in feeling terms:

Wonderful! I loved it. I did not want to leave.
No, shocking!

As in other studies, it was the reaction of the students which was the primary concern. 'Successful' lessons were described as follows:

I was zappy! The kids were right! It was all on cue, well paced. I responded to them. They all learned that day. I felt incredible, I couldn't believe it. I felt I was outside myself. 'It's working.' I was bouncing.

I thought I'd fall on my face and I didn't. They enjoyed it. That's the main thing.

'Unsuccessful', stressful lessons were often lessons in which the pupils did not respond:

I wasn't prepared and it went all wrong. I couldn't control them. I was screaming and yelling. I was in tears afterwards. I nearly left teaching. I screamed and gave up.

They weren't responding as I thought they would. They were being silly, throwing the ball where I couldn't catch it. They weren't doing what I wanted.


When the students did not respond, teacher resentment and anger were commonly the result:

I resented the waste of all that preparation when they weren't interested. It was humbling.

This was the time I thought of them as ingrates. I thought, 'I've given you the game instead of mechanical arithmetic from the text book, which you don't like, and you don't take it seriously.'

I hated them. I never hated anyone so much.


The experience of these student teachers may be mirrored in the experiences of many practising teachers; when it is, those teachers will experience high levels of occupational stress.

Common sources of teacher stress are student-teacher relationships, time pressures, role conflict, colleague relationships and community attitudes. Of these, relationships with pupils and classroom control are of particular importance.


The high levels of stress described in this study and in the Louden study are a cause for considerable concern. It is well documented that people in distress will grasp for coping behaviours that are primarily designed to ease their own feelings of distress even if the behaviours are not in the interests of those with whom they are interacting. In studies with student and beginning teachers (Sinclair, 1981) there was evidence that, in coping. the teachers progressively adopted more and more authoritarian control techniques. While adopting custodial and authoritarian behaviours is helpful to the teacher in attempting to gain a greater sense of personal control over the teaching situation, it is not necessarily in the best personal or learning interests of the students. Furthermore, it often only exacerbates the problem of teacher-student relationships so that it is not ultimately effective in reducing stress or anxiety. In another study (Sinclair & Ryan, 1987), high teacher anxiety was found to reduce teaching effectiveness. Scores on a measure of teacher state anxiety taken immediately before a lesson were found to be negatively correlated with student perception of lesson organisation (-.57), teacher responsiveness (-.28), teacher affect (-.56) and teacher confidence (-.83) during the lesson. Student experience of anxiety during the lesson was also found to be correlated with the level of teacher anxiety during the lesson.

In a very insightful early paper, Jules Henry (1966) speaks of vulnerability in education. In hierarchically organised systems of education such as in Australia, evaluation and blame are directed in a top-down manner. Principals are vulnerable to criticism from their superiors and the anxiety generated leads them to capitalise on the vulnerability of teachers who in attempting to deal with their own anxieties, capitalise on the vulnerability of the students. Considerable anxiety and stress may be generated in this way, undermining both teacher and student morale.

When teacher stress is experienced as anxiety, reduced teaching effectiveness and student performance are the likely outcomes.


How teachers cope with stress

Much less has been written about coping with the stress response than about the nature of stressors. Iwanicki (1983) begins by categorising the sources of teacher distress as societal (community pressures of a social and political kind), organisational (pressures resulting from organisational weaknesses and failures at the system and school level), and role-related (pressures associated with the teaching role itself), and recognises that these three are interrelated and cumulative. He then goes on to discuss procedures for alleviating or coping with them. Sparks (1983) also discusses a number of strategies which may be used to manage teacher stress. Physical exercise and good health practices may be supplemented by relaxation techniques. Distress-producing thoughts may be brought under control so that they are viewed in a more objective and realistic manner. Negative messages about self and self-criticism may be counterbalanced by focusing on successes and strengths. Professional support groups may be formed to help teachers learn together and support one another in their ongoing professional development. When organisational patterns generate stress, open communication channels and shared decision making may help find better alternatives. If teachers face problems because their training did not adequately prepare them, a comprehensive staff development program will assist. Finally, if distress is caused by an inappropriate person job fit, assistance in making a career change may be the only reasonable response.

SATISFACTION, STRESS AND THE PRINCIPAL

Principals and other school managers also strive after job satisfaction and are subject to stress experiences in their work. Furthermore, their experiences of satisfaction and stress have important consequences for the morale and effectiveness of the school organisation. Low job satisfaction and high levels of stress on their part will interfere with their effectiveness and through that undermine the effectiveness and morale of the teachers and students. As with teachers, increasing demands placed on school administrators over the last several decades have increased the amount of stress experienced. In Australia, new participatory arrangements in schooling (emanating from such government reports as that of the Scott Committee in New South Wales) suggest that administrators will be under increasing pressure as their leadership roles change. Simpkins (1980) anticipated this some time ago; the pressures for change are presented diagrammatically in Figure 2.4.

The principal's role involves ongoing and dynamic interaction between the principal and the work situation. Adaptive behaviour on the principal's part involves finding a satisfactory balance or 'fit' between his or her own needs and resources and external demands and constraints. Stress is experienced when there is a serious and persistent 'lack of fit'.

If the principal is working under excessive stress so that his or her management effectiveness is undermined, it is likely that teachers and students will experience heightened levels of stress with damaging effects on their performance and on school morale.


From this viewpoint, stress results when external demands and constraints overwhelm the principal's personal needs and resources. Stress may be reduced by modifying and adjusting internal needs and resources to make them more adaptive, and/or by finding ways to reduce the potency of external demands and constraints.

Administrator stress results when external demands and constraints overwhelm the personal needs and resources of the administrator.


Figure 2 4 Devolution and school principal

Stress may be experienced by principals in a wide range of situations and contexts. For example, stress may be experienced when:

1 The management skills of the principal are inadequate to the task at hand, so that the work situation is unstable and minimal goals of effectiveness are not being achieved.

2 Management skills are seemingly adequate and the work situation is stable, but coping requires such massive output of cognitive and emotional effort that work becomes physically emotionally and mentally exhausting.

3 Management skills are seemingly adequate in that the work situation is stable, but the level of effectiveness does not meet the principal's very high expectations.


Sources of stress for school principals have been investigated in a number of studies. In a Western Australian study (Savery & Detiuk, 1985), the principals of all high schools and large primary schools received a questionnaire for which there was an 80% return rate. Perceived work-related stress was found to be a 'major problem' Nearly one-third of the sample had been diagnosed as suffering from high blood pressure in the previous twelve months, and nearly half of the principals who perceived the stress under which they worked as excessive had been so diagnosed. It was also notable that only 18% of the principals had a managerial qualification, such as in educational administration. Specific stressors were identified related to role ambiguity, autonomy, decision making, role overload and role conflict. Role overload and role conflict appeared to be the most serious stressors.

In an American study involving a random sample of 400 principals (Williamson & Campbell, 1987), stress factors in educational administration were found to be related to the management of time, relations with superiors, relationships with subordinates and matters of finance. In another American study (Friesen et al., 1983) data were gathered about both satisfactions and dissatisfactions of principals. Greatest satisfaction came from interpersonal relationships, a sense of achievement, responsibility and autonomy. Student attitudes and performance, job challenge, recognition and status, and job importance were a secondary source of satisfaction. Job dissatisfaction was associated with administration and policies, amount of work, constraints, attitudes of society, physical facilities, stress and impact on home life.

Swent (1983) studied the techniques that a sample of 1245 principals had personally found useful in combating stress. He identifies three main categories of stress reduction activity. The physiological activities category includes physical exercise, relaxation and meditation. The cognitive and psychological activities category includes separating work from home, separating themselves from work (e.g. hobbies, travel), social activities and religious beliefs. Activities involving the use of interpersonal and organisational skills include time management, conflict resolution, team management and communication channelling.

From these and other studies it appears that the management of self-needs, the management of time, the management of decision making, and the management of people have particular relevance for understanding administrative stress.

The management of self-needs
Maslow's theory (1970) suggests that when high levels of stress are experienced, many of the needs subordinate to self-actualisation are likely to be unsatisfied. Basic physiological processes will be disrupted as the principal experiences emotional tension, physical tiredness and psychosomatic disorders such as headaches, high blood pressure and respiratory problems. Relationships with staff and students may become strained, leading to the withdrawal of the principal from interpersonal situations and to the breakdown of communication. The threat of failure and loss of self-esteem may come to dominate thinking and action, leading to procrastination and to decisions made more in the interests of avoiding failure than in reaching new heights of educational achievement.

In any programme of stress management for school principals it will be important to help them develop skills in their own management of self-needs. Among the skills and practices that may be used are good health practices (such as relaxation techniques, regular exercise and good nutrition), techniques for sustaining positive self-esteem and the development of interpersonal skills.

In addition to the satisfaction of personal needs, the other main factor contributing to stress is the extent to which the principal has management skills that may effectively cope with the demands of the work environment. In subsequent chapters, the skills required for the management of information, for the making of decisions and the solving of problems, for the management of people and for effective communication will be discussed. When those skills are not sufficiently well developed to cope with administrative demands, so that the school environment becomes unstable, stress in the principal, as well as in other teachers and students, is a likely result.

For the principal, stress management requires the development of skills in the management of self-needs and management skills in coping effectively with the work environment.


The management of time
Time pressures are one of the most commonly reported sources of stress. Time pressures include being frequently interrupted by telephone calls and staff members, having to participate in school activities outside of normal working hours, a work load that cannot be finished in a normal working day, coping with long meetings and having to meet paperwork deadlines. Principals need to develop skills in dealing with such time constraints--skills in establishing priorities, delegating responsibilities, controlling appointments and meetings, and the effective use of a diary or planner. All these may be learned and will give the principal more control over this important source of stress.

Management of information and decision making
A characteristic of modern society is that greater and greater amounts of information are having to be processed in shorter and shorter amounts of time. This is as true for the school administrator as it is for other professionals. It is also an important source of stress. Control of the work environment requires ready access to all relevant information about students, staff, the school community, the curriculum, latest thinking about the teaching and learning process, strategies for staff development and supervision, policies and pronouncements of the Department of Education and so on. Without effective information handling skills the principal will soon be overwhelmed by the sheer amount of information that needs to be considered. In the course of the school year the principal will need to make thousands of decisions and solve thousands of problems, all of which will depend, in important ways, upon the availability of relevant information. Many of those decisions and problem solutions will vitally affect the lives of others, staff and students alike. Having to make decisions that affect the lives of other people was one of the top three stressors identified by a sample of school principals in the United States (Brimm, 1983).

Heightened levels of stress will have a disruptive effect on the principal's capacity to handle information and make decisions. Stress and anxiety make people self-preoccupied; much of their energy and attention is directed inward, to the consequences of action for their own self-feelings, so that less energy and attention are available for rational decision making. As already discussed, the principal experiencing high levels of stress and anxiety will commonly procrastinate in making decisions or may avoid making decisions altogether. When decisions are made they may reflect more the principal's need to avoid being seen as a failure than his or her judgment as to what is in the best interest of the student, staff member or school. Above all else, the decision needs to be a safe one, safe from the point of view of the principal.

Skills in establishing priorities and being decisive, in assessing payoff and risks, in making hard decisions and facing unpleasant situations are important skills for the principal. Moreover, in coping with the information needed in such decision making, the development of information handling skills and skills in the use of information technologies such as computers is essential.

Management of people
Handling interpersonal relationships was another common source of stress for American principals (Brimm, 1983). Stress was found to be associated with supervising and coordinating the tasks of many people, making decisions that affected the lives of other people, trying to resolve parent-school conflicts, handling student discipline problems, and trying to resolve differences among staff members. Relationships with superiors were also found to be a common source of stress. Here role conflicts and role ambiguities were of particular importance. In handling such stress a carefully thought out school management plan will be important, as will be the development of communication skills, conflict resolution strategies, and strategies for delegating authority and specifying role responsibilities.

The principal's roles in stress management
The principal's responsibilities in stress management apply both to stress control in their own work role and to the creation of conditions that will alleviate high levels of stress in teachers and students. As has been argued, if the principal is working under excessive stress his or her management effectiveness is undermined, it is likely that teachers and students will experience heightened levels of stress with damaging effects on their performance and school morale. Personal stress control for the principal is therefore of the utmost importance.

Promoting teacher satisfaction and school morale
The studies reviewed above indicate that teacher satisfaction is an important element influencing school morale, and that school goals and individual teacher goals go hand in hand. Management associated with high morale is likely to be participative and supportive, and to occur when motivational and communication forces are strong, interaction is warm and agreeable, decision making and goal setting are shared, control processes are collegial, and achievement is emphasised and recognised. The major management roles of the principal in planning, organising, communicating, motivating and controlling, therefore, all have important implications for school morale.

It has also been observed that teacher satisfaction is undermined by stress in teaching. Today people live in an increasingly stressful society and the public school, as Williamson and Campbell (1987, p.lO9) put it, 'is a virtual "hotbed" of stress'. Teaching is an increasingly demanding and stressful occupation, making the principal's management of stress in the school an extremely important undertaking. The challenge is for the principal to help create conditions through which staff and students may obtain satisfaction from their work while keeping the level of stress under reasonable control.


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