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5 Leadership-Management Relationship

Management and leadership

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0% found this document useful (0 votes)
67 views16 pages

5 Leadership-Management Relationship

Management and leadership

Uploaded by

bukomeko joseoh
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Revisiting the Leadership-Management Conundrum: A Case of Two

‘Leaderships’ One of which is ‘Management’? With Exemplification from


Uganda’s Education Policy Literature

Gyaviira M. Genza
School of Education, College of Education & External Studies, Makerere University
P. O. BOX 7062 Kampala, Uganda

Email Address: [email protected]

Abstract
‘Did you study leadership or management?’ This is one of the most common questions
that panelists ask during viva voce sessions in Uganda – as if leadership and
management are necessarily mutually exclusive. If they are, then why are they so
commonly confused with each other? Confronted with such questions, the study
embarked on reviewing the leadership-management conundrum so as to make
leadership more appreciated in education management. More specifically, the study
examined the kind of relationship that exists between leadership and management;
related educational leadership with educational management; and analysed
‘leadership’ usage in selected education policy literature from Uganda. It employed an
exploratory systematic review design, and took a paradox theory perspective. Data
analysis was by content and thematic analysis. The study discovered that it is a
tripartite relationship that exists between leadership and management, with interesting
implications. Though limited by a reliance on secondary data, the study makes two
strong contributions. First, it exposes the conceptual drift that ‘leadership’ has
undergone. Second, it underscores the necessity of both leadership and management in
educational governance, but in contextually constructed ‘mixes’.

Keywords: Educational leadership, educational management, Leadership,


Management.

INTRODUCTION

Although it is reported that leadership has been studied more extensively than any
other aspect of human behaviour (Young & Dulewicz, 2008), leadership is still
associated with many contentious issues. Two of these are its definition, on the one
hand, and its relationship with management, on the other. Whereas substantial progress
towards a cogent definition of leadership has already been realised (Rost, 1991; Bass,
1990; Yukl, 2006; Bush & Glover, 2003; Silva; 2016; Magara, 2017; Genza, 2021); the
relationship problem remains as controversial as before (Sharma & Jain, 2013; Bush,
2008), even qualifying to be called a conundrum (Lewis & Smith, 2014).

For example, whereas some scholars contend that leadership and management are
different (Pentti, 2003; Bush, 2008); others insist that the two are the same (Neelam et
al., 2017; Day & Sammons, 2016; Molnár, 2011). If the two concepts are different,
how are they different, and why are they still often confused with each other? How, for
example, is ‘educational leadership’ to be differentiated from ‘educational
management’? If, on the other hand, leadership and management mean the same thing
– or if they are synonyms – how comes their attendant roles and functions are often

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African Journal of Education, Science and Technology, October 2021, Vol 6, No. 4
conceptualised differently, suggesting that the two represent different constructs? For
example, when Earley (2013) and Yukl (2002) contend that every educational program
needs to be both led and managed, what is that? Might it perhaps be the case that
leadership has undergone a ‘conceptual drift’ (‘concept extension’) – “the process in
which a concept widens and shifts its boundaries to include more and/or different
elements, thus becoming broader and more complex in meaning” (Berenskoetter, 2016:
16)? If yes, with what implications for both research and practice?

Recent debate seems to have polarised leadership and management scholars into
groups that are either for or against leadership as (being) synonymous with
management, and each of the groups seems to be correct (Smyth, 2019; Killeen, 2012)!
Such polarisation is characteristic of conundrums (Leslie, Li & Zhao, 2015). However,
an issue that is less raised by existing research is that valid measurement and
development of leadership and/or management largely depend on a clear elucidation of
both constructs, and the relationship(s) between them. To-date, the relationship
question still begs for answers. Thus, the current study set out both to highlight the
relationship conundrum, and to attempt to bring the ‘warring factions’ together. The
purpose was to leverage existing literature to review the leadership-management
relationship in order to make leadership more appreciated in education management.

The study attempted to provide answers to three more specific questions (implying
three objectives). First, what kind of relationship exists between leadership and
management (in general)? Second, how is leadership related to management in
educational governance (in particular)? Third, what is the usage of the term
‘leadership’ in selected education policy literature from Uganda? The third objective
was a contextual application of the conceptual issues discussed in the first two
objectives. Uganda was chosen largely for the sake of exemplifying debate. Another
country could have served as well.

Background
Looking at the leadership-management relationship question, the study saw in it a
conundrum – a paradox, apparent contradiction, polarity, or dilemma (Smyth, 2019;
Hoekema, 2017; Qiu, 2013; Killeen, 2012; Leslie, Li & Zhao, 2015). The study
therefore applied the term conundrum to mean a question that is paradoxically
confusing; “contradictory yet interrelated” (Lewis & Smith 2014: 1). Such a working
definition partly explains why the study title also bears some apparent contradiction;
intentionally aimed at already insinuating the controversies involved.

The conundrum examined here is a relationship conundrum; namely, the relationship


between leadership and management. This relationship is taken to be a conundrum
because of an existence of conceptions that do not simply differ (which is potentially
productive), but conceptions that even contradict each other (which is both confusing
and distractive).

According to available literature, appropriate handling of such conundrums requires


thinking beyond “either-or” logic (Waldmana, Putnamb, Miron-Spektorc & Siegela,
2019; Leslie, Li & Zhao, 2015); to searching both within and outside of the box,
moreover in unconventional ways, and/or in ways that may seem counter-intuitive
(Killeen, 2012). That way, conundrum analysis can issue in greater depths of both
theoretical appreciation and practical application (Waldmana et al., 2019; Leslie et al.,
2015).

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The study is premised on a paradox theory perspective of conceptual analysis. Petocz
and Newbery (2010) indicate that conceptual analysis is the study of “terms, variables,
constructs, definitions, assertions, hypotheses, and theories. It involves examining
these for clarity and coherence, critically scrutinising their logical relations, and
identifying assumptions and implications” (p. 126). Conceptual analysis also often
helps to expose – and to do away with – existing practical inconsistencies. Its task is
therefore both “deconstructive and reconstructive” (Berenskoetter, 2016: 24).

A paradox theory perspective was preferred because it is often the one applied to
research problems that contain persistently contradictory yet interdependent positions
(Sandberg, 2017; Lewis & Smith 2014; Waldmana et al., 2019; Cunha & Putnam,
2017). Its key strength is the concurrent espousal of ‘both A and B’ logic (both
leadership and management, for example); as contrasted with a contingency
perspective, which applies a logic of ‘either A or B’ (Sandberg, 2017). A paradox
perspective takes a dynamic equilibrium stance (Cunha & Putnam, 2017), which
implies bringing competing and/or contradicting views to the same round table for
consideration and reconsideration (Lewis et al., 2014; Cunha et al., 2017). Such a
stance enabled the current study to stay on the track of objectivity, not simply
crystallizing into one of the already polarised positions.

Both scholars and practitioners will benefit from this study. For scholars, the study
makes conceptual analyses and syntheses of the leadership and management concepts,
hence refining their application as analytical categories guiding empirical studies in
such fields as education. As Toor (2011) observes, “in the contemporary world, where
leadership is looked at as very important and special while management is perceived as
otherwise, it is even more important to clarify the meanings of these terms” (p. 2). On
the side of practice, conceptual vagueness between leadership and management, has for
long engendered difficulties in measuring, hiring, developing, and promoting leaders
and managers (Kotter, 2006 as cited by Toor, 2011). Thus, the study’s practical
contribution lies in its enhancement of foundations for measuring and developing both
leadership and management. As Berenskoetter (2016) observes, leadership and
management concepts are “categories of practice” (p. 5), for they guide practitioners’
‘thought in action’ regularly. It should be possible to point at, measure and develop
leadership, and do the same for management.

Particularly for objective three, which focuses on Uganda, (education) policy literature
was preferred to other types because of what it is – ‘policy’ literature; that is, official
documents containing the legal framework within which the business of leading and
managing education is carried out (Mansur, 2009). Unlike for other types of
documents, where terms may more easily be applied loosely, policy literature goes
through a unique rigour (Government of Uganda, 2013), hence, hopefully, a more
refined term usage (Owolabi, 2005). This literature was assumed to constitute a strong
case of how ‘leadership’ and ‘management’ concepts are formally applied in a given
country. It is from usage in such official literature that also researchers and
practitioners often borrow.

STUDY’S METHODOLOGICAL BEDROCKS

The study employed an exploratory systematic review design (Hallinger & Hammad,
2017; Hallinger, 2013; Ndarukwa, Chimbari & Sibanda, 2019). Systematic reviews
[SRs] advance disciplines by not only gathering research on a given issue, but also by
comparing its milestones and synthesising them for new knowledge (Genza, 2021;
Himmelfarb Library, 2020; Hallinger, 2013). Hence, assisted by Googlescholar™, the
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study gathered literature on leadership and management, with “leadership and
management”, on the one hand, and “educational leadership and educational
management”, on the other, as the key search words. The Googlescholar™ search
engine was preferred to others (such as AOL) because it typifies “a more suitable
database for reviews of Educational Leadership and Management research [sic]”
(Hallinger et al., 2017).

However, for the third objective (on Uganda’s education policy literature), the study
assembled documents mainly from the official website of Uganda’s Ministry of
Education and Sports [MoES] (http://www.education.go.ug). Here a variety of
education policy documents (such as Acts, performance reports, and strategic plans)
was sought in order to realise a wider picture of ‘leadership’ usage. The Education Act
2008 constituted the starting point (for objective three), since it is Uganda’s most
recent education act. Further literature inclusion depended on both availability and
relevance. Relevance was measured by content validity – whether a given document’s
content reflected leadership-management subject matter or not. The documents were
chronologically analysed and arranged, from the 2008 Education Act to the 2020
Performance Management Guidelines for Tertiary Institutions and Schools (MoES,
2020b).

The study utilised also Hallinger (2013)’s conceptual framework for conducting SRs in
educational leadership and management. This was done by clarifying the study’s
central themes (objectives) from the very beginning; stating data sources and types,
analysis techniques, results and implications (Hallinger, 2013).

For validity and reliability, four of Creswell (1998)’s checks (as cited by Walters,
2009) were followed. These are: prolonged engagement with the literature (for three
years), peer review (three other leadership and management scholars played the
‘devil’s advocate’), rich description (of diverse leadership-management
conceptualisations), and triangulation of sources (namely, journals, books, education
policy documents, and acts of parliament).

Data analysis was done thematically by first making sense of different (education)
leadership and management conceptualisations; and then using narrative synthesis to
integrate diverse conceptualisations (Hallinger et al., 2017; Genza, 2021). Objective
three was by content analysis. Data were then presented using summary descriptions,
quotations, and tables. Since only secondary data were utilised, the study did not find it
necessary to seek for any ethical approvals (Ndarukwa et al., 2019).

Leadership and management relationship


The study’s first objective was to examine the kind of relationship that exists between
leadership and management. Different studies conceptualise leadership differently
(Day & Sammons, 2016). For Bass (1990), leadership is “an interaction between two
or more members of a group that often involves a structuring or restructuring of the
situation and the perceptions and expectations of the members” (pp. 19-20). Then Silva
(2016: 3) defines it as “the process of interactive influence that occurs when, in a given
context, some people accept someone as their leader to achieve common goals”.
However, the current study borrowed Rost (1991)’s leadership conceptualisation, as
refined by Genza (2021), because it was found to embody the essential elements
reflected in many of the other studies. Thus, “leadership is an interactive influence
relationship among different persons who agree to work together in a given situation so
as to realise their mutual purposes” (Genza, 2021: 133).

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Management has also been conceptualised differently. Rost (1991) takes it to be “an
authority relationship between at least one manager and one subordinate who
coordinate their activities to produce and sell particular goods and/or services” (p. 145).
However, although this definition succeeds in highlighting the fact that management is
an authority relationship, it is limited by its tautological structure. The current study
removes the tautology and defines management as an authority relationship between
different persons who coordinate their activities to produce particular goods and/or
services for the market.

What, then, is the kind of relationship that exists between leadership and management?
Literature reviewed revealed that, first, the relationship is one of difference
(dissimilarity). For example, whereas management is taken to presuppose an official
position with authority to give orders and to be obeyed;
Leadership is not a formal position, and is not necessarily linked with the
head of the organization (principal, director, head teacher, etc) [sic]. We
should rather consider leadership as a key function and role, which may be
present everywhere in the organizational hierarchy (Révész, 2011: 102).

Similarly, Kotter (1990) as cited by Pentti (2003), contends that,


Management and leadership are quite dissimilar things. The overriding
function of management is to provide order and consistency to organizations.
This means planning, budgeting, organizing, staffing, controlling and
problem-solving. The primary function of leadership is to produce change and
movement [progress]. This means vision building, strategizing, aligning
people, communicating, motivating and inspiring… Management is then about
seeking order and stability, whereas leadership is about seeking adaptive and
constructive change (p. 37).

Other critical issues underpinning the ‘difference relationship’ (relationship of


difference) between leadership and management are presented in Table 1.

Table 1: Contrasting leadership with management


Difference between leadership & management Critical issue(s)
1. Management is linked to systems and ‘paper’; and  Concern for people vs.
leadership is about the development of people (Day concern for the system
et al., 2001 in Bush, 2008) (bureaucracy).
2. Leadership is about values or purpose, while  Values vs. technical
management is about implementation or technical issues.
issues (Bush, 2008).
3. “Management is task-oriented and leadership is  People orientation vs.
people-oriented” (Northouse, 2001 in Pentti, 2003: task orientation.
37).
4. “Headship [management] as being imposed on the  Source of influence:
group but leadership as being accorded by the Conviction of the led
group” (Holloman in Bass, 1990: 18). vs. imposition “from
above”.
5. “Managers are people who do things right and  Difference in
leaders are people who do the right thing” (Bennis perspective.
& Nanus, 1985: 21).
6. Leadership is a transformational activity (change);  Change (renewal) vs.
management is a maintenance one (Cuban, 1988) maintenance.

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Table 1 reveals that several elements underlie the difference relationship between
leadership and management. Some of these are a “people orientation” as contrasted
with a “task orientation”; “change vs. maintenance”; as well as a difference in
perspective (“doing things right” vs. “doing the right things”). These revelations mean
that leadership and management are essentially (technically) different – they imply two
different behaviours, roles and functions.

However, though basically different, the two have also much in common (Pentti, 2003)
– they overlap (Bush, 2008; Bush & Glover, 2003) – and may be construed as being
just two sides of one and the same coin. Thus, the second relationship between
leadership and management is overlap (complementarity). This is a relationship that is
often either forgotten or downplayed in leadership-management narratives, yet it is
discernible in some studies. The next pages examine this overlapping relationship. The
first consideration is by Sharma and Jain (2013), who note that;
Leadership and management must go hand in hand. They are not the same
thing. But they are necessarily linked, and complementary. Any effort to
separate the two is likely to cause more problems than it solves (p. 309).
Similarly, a study by (Pentti, 2003) came to the conclusion that;
We used to say that there are too many managers and too few leaders in our
organizations, but today we have understood that you have to be both a
manager and a leader in order to be effective [sic] (p. 93).

Sharma et al. (2013)’s and Pentti (2003)’s observations mean that for organisational
excellence to be realised, both leadership and management are actually needed (not
‘either - or’). The two (should) move together, and may even be in the same person.
The complementarity relationship is also shared by Cuban (1988), who
categorically states that;
I prize both managing and leading and attach no special value to either one
since different settings and times call for varied responses.

This means that although managing and leading imply two different behaviours and
sets of competences, they (managing and leading) may reside in the same person, who
should decide when to use which set, depending on circumstances. This is further proof
of the ‘two sides of the same coin’ analogy.

As Leithwood (2005) notes, even the proverbial distinction between “doing things
right” (management) and “doing the right things” (leadership) is largely invalid, since
organisational excellence certainly demands both leadership and management. Right
things are also to be done right (Bennis et al., 1985; Leithwood, 2005)! This is
particularly true in education, where their is need not only for following processes
(management), but also for inspiring and convincing different stakeholders to lend a
hand (leadership).

The current study therefore agrees with Earley (2013) that every school program needs
to be both led and managed. Thus, although leading is essentially different from
managing, both behaviours – one of personal influence, and the other of formal
authority – are needed for organisational excellence, such as in schools. Assuming a
dichotomy between something ‘pure’ called leadership and something ‘dirty’ called
management would be disastrous for the practice of education (Bush, 2011). The
school being ‘one coin’, none of its essential sides (leadership and management) should
be taken away from its governance. We may even speak of a ‘mutual concurrence’ of
leadership and management; both are often found in the same space and same face
(person).
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It is partly because of this concurrence that today the usage (day-to-day use) of the
term ‘leadership’ to mean ‘management’ has become conventional; and this is the third
kind of relationship that exists between the two terms (synonymous usage).
Leadership in common usage can refer to a predominant position, a group of
people at the head of an organization, a set of behaviors, or a passionate
stirring of emotions (Walters, 2009: 273).

As Spicker (2012) also observes, today leadership has become a “staple [main] part of
the language in which management is discussed in health, education and local
government” (p. 2). Some studies even state that “leadership can also be understood as
management by a different name” (Spicker, 2012: 4). A good example is the UK,
where the term “leadership” is reported to have replaced the term “management”
concerning the running of educational institutions; to the extent of now using “school
leadership” to refer to what was previously called “school management” (Day et al.,
2016). Writing from a Hungarian context, also Révész (2011), throughout his work,
uses the term ‘school leadership’ to mean ‘school management’. For example, he
speaks of “school leaders as being overloaded with tasks far beyond their job
descriptions” (Révész, 2011: 110) – these would ‘normally’ be called ‘school
managers’.

Here four other samples of salient but paradoxical statements on the leadership-
management relationship deserve attention. The first is from Molnár (2011), who
argues that;
Leadership or management is a profession which must be learned (p. 58).
The statement’s implication is that leadership is synonymous with management.
Actually, Neelam et al. (2017: 1) goes to the extent of even positing that;
Leading and managing are not merely complementary, they are essentially the
same concept used to describe different levels of a taxonomy related to
performance or organizational effectiveness.
Another (third) interesting sample is from Alan (2003), as cited by Oguntibeju et al.
(2014), who contends that leadership refers to;
The holders of certain formally defined positions in an organization, as when
speaking of the ‘party leadership’ or the ‘union leadership’. But is also used
to denote a particular type of behaviour; when someone is commended for
displaying ‘outstanding leadership’ it is their actions [behaviour] that are
being praised. Such a person may or may not occupy a position of leadership
[sic] (p. 69). [Leadership as both a behaviour and a position].
A fourth sample is from Hašková (2011);
Contemporary school management requires a great deal of formalized
education. School leaders are supposed to have a respectable level of
theoretical knowledge at their disposal and be able to apply it in a creative
way both in school administration and educational process management, and
in school leadership and team work (p. 242).

“School leaders” as those in “school administration/management”? This (Hašková,


2011) is a good example of a study that uses the term leadership anyhow, applying it
carelessly to differing organisational roles. For Hašková (2011), leadership seems to be
synonymous with management, hence the use of one term or the other without bother.
This section closes with an equally revealing contention by Bass (1990);
In its conception, leadership can include headship. Defined more broadly,
leadership includes the many ways it is exerted by leaders and heads and the
various sources of power that make it work. With the broader definition,
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African Journal of Education, Science and Technology, October 2021, Vol 6, No. 4
heads lead as a consequence of their status – the power of the position they
occupy (p. 19).

So there is a broad(er) and a narrow(er) meaning of leadership? Should scholars


perhaps indicate which of the two meanings they are using in a given context? Could
we perhaps also attach numerical indicators to different ‘leaderships’ (different
leadership meanings), referring to one as “leadership 1” [narrow meaning], and the
other as “leadership 2” [broad meaning]? The study returns to this issue later.

Borrowing from the alternative leadership conceptualisations so far discussed, the


current study contends that the term leadership has two meanings (senses) – the broad
(extended) meaning, and the narrow (strict) one. About twelve years ago, Bass and
Bass (2009) reached the same conclusion; that “we must continue to live with both
broad and narrow definitions, making sure we understand which kind is being used in
any particular analysis” (p. 33). But the current study takes the narrative further; it
contends that, according to current usage, there are two different but related
‘leaderships’, one of which is management! Whereas one leadership (the narrow sense)
highlights the difference relationship; with the other (the extended sense), there is so
much overlap between the two constructs that the difference relationship is lost.

In general, however, available literature gives an impression that the relationship


between leadership and management is a tripartite one; a relationship of not only
difference and complementarity but also (sometimes) a relationship of similarity
(synonymous). This paradoxical relationship seems to spill over into practice in such
fields as education, which is one of the disciplines in which leadership is most studied
(James, Connolly & Hawkins, 2019). The study will therefore now attempt to examine
more closely the meaning of the leadership-management paradox in the context of
education.

Educational leadership and educational management


It is widely believed that like leadership in a strict sense, leadership in education – here
referred to as Educational Leadership (EL), is essentially a relationship; an influence
relationship (Genza, 2021; Cuban, 1988). Not everyone concurs with this
conceptualisation, however. There are many studies, which view EL as a position or
authority relationship, hence taking EL to be synonymous with Educational
Management (EM) (Spicker, 2012; Révész, 2011; Walters, 2009). However, other
studies such as Mayra (2016) construe the school head’s role as embodying both
management and leadership, although they do not go ahead to clarify the relationship
between the two constructs in the context of education. The current study objective is
therefore meant to examine how EL is related to EM. For example, what is the
relationship between leadership and management in the successful functioning of a
school?

The study adopts the definition of EL as “an interactive influence relationship among
different stakeholders who agree to work together in a given situation so as to realise
their mutual purposes in general, but enhancing teaching and learning in particular”
(Genza, 2021: 135). This EL has “at its core the responsibility for policy formulation
and, where appropriate, organisational transformation” (Bolam, 1999, as cited by Bush,
2008: 1). As for EM, the same Bolam views it as “an executive function for carrying
out agreed policy” (Bush, 2008: 1). Bolam’s conceptualisations imply that the
relationship between EL and EM is one of difference; a relationship of two different
constructs, behaviours, roles and functions, as if leadership and management are
mutually exclusive in action. Bolam’s identification of EL with ‘organisational
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African Journal of Education, Science and Technology, October 2021, Vol 6, No. 4
transformation’ points to leadership’s multiple relationships of ‘influence’ necessary
for effective change (Genza, 2021; Rost, 1991). These are largely informal
relationships that are not tied to organisational hierarchy but may be found anywhere
within the school organisation.

Conversely, Bolam’s reference to EM as an “executive function” for policy execution


implies that it (EM) is largely a position-specific function for implementing policy.
However, it is not clear where Bolam places educational administration; because such
an implementation role is often relegated to administration, not management. Secondly,
Bolam’s contention that the core responsibility of EL is policy formulation is
confusing, since formulating policy is often the role of top-level (strategic)
management and boards of governors. Does Bolam perhaps mean ‘policy initiation’
and/or ‘policy revolution’, which are more commonly associated with leadership
(Bush, 2008; Cuban, 1988)? It might also be that Bolam is part of the conceptual
mishmash (mix-up) that the current study attempts to reduce. In any case, do the two
concepts, EL and EM, really categorically differ both in principle and in practice?

Further documentary review revealed that although EL and EM are conceptually


different, in practice the two are like birds of the same feather – they flock together;
hence a complementary relationship. For example, Bush et al. (2003) clarifies that;
Leadership is a process of influence leading to the achievement of desired
purposes. It involves inspiring and supporting others towards the achievement
of a vision for the school which is based on clear personal and professional
values. Management is the implementation of school policies and the efficient
and effective maintenance of the school’s current activities. Both leadership
and management are required if schools are to be successful (p. 10).

In tune with the paradox theory, these findings imply that the relationship between EL
and EM is not of the ‘either - or’ type whereby either leadership or management should
be used to run a school. Rather, the relationship is a complementary (paired) one. Since
every educational program needs to be both led and managed (Earley, 2013; Yukl,
2008), it is understandable why EL and EM are reported to go hand-in-hand in
education governance. Northouse (2001), as cited by Pentti (2003), even views EL and
EM as “two paths of leading” (p. 37), which is quite contentious, except if used in the
context of two ‘leaderships’, one of which is (conventional) management. Even more
precisely, however, Révész (2011) indicates that;
Creating functioning and successful schools needs leadership, management
and administration as well. These roles complement each other (p. 102).

Similarly, Bush (2008) contends that;


Leadership [EL] and management [EM] need to be given equal prominence if
schools and colleges are to operate effectively and achieve their objectives.
While a clear vision may be essential to establish the nature and direction of
change [EL], it is equally important to ensure that innovations are
implemented efficiently and that the school’s residual functions are carried
out effectively [EM] while certain elements are undergoing change [EL] (p.
6).

The above insights by Révész (2011) and Bush (2008) give further support to the
complementary relationship view. One only wonders how these two conceptually
different constructs and roles can concretely operate together mutually. Do they not
outcompete each other, resulting in anarchy, for example?

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African Journal of Education, Science and Technology, October 2021, Vol 6, No. 4
Mayra (2016) thinks that it depends on given situations, with flexibility as the key; and
that effective education leaders and managers can easily interpret the circumstances
and adapt accordingly. Cuban (1988) concurs, and even goes ahead to concretely
elaborate on the mutual roles of each of the two, and how a mix is not only desirable
but also possible;
By leadership [EL], I mean influencing others’ actions in achieving desirable
ends. Leaders are people who shape the goals, motivations, and actions of
others. Frequently they initiate change to reach existing and new goals.
Occasionally they lead in order to preserve what is valuable, such as,
protecting core school functions… Managing [EM] is maintaining efficiently
and effectively current organizational arrangements. While managing well
often exhibits leadership skills …, the overall direction is toward maintenance
rather than change. I prize both managing and leading and attach no special
value to either one since different settings and times call for varied responses
(Cuban, 1988: xx).

However, according to Berg (2011), although in principle school heads are both
managers and leaders at the same time, the practice is that whereas some heads incline
more towards “administrative chiefship” (management), others tend more towards
educational leadership. Fairholm (2002) concurs, opining that “headship is not always
leadership” (p. 34). These revelations seem to imply that although Mayra (2016) and
Cuban (1988) think that experienced school heads are good at reading between lines to
apply leadership or management to given contexts, in reality, things are more
complicated than that. No wonder, of late there are indications in many countries that
“the principal’s managerial role has expanded and intensified to the detriment of their
educational leadership role” (Branson, 2011: 67). Yet the “apparently ideal situation is
of course one where the formal chief [school head] is also the informal leader” (Berg,
2011: 92).

In general, therefore, regarding the relationship between EL and EM, a more


compelling position adapted by the current study is that although EL is conceptually
different from EM, the two are complementary in the successful functioning of
educational institutions. Organisational excellence requires a delicate balance in the
application of both to different educational spaces in differing mixes. How exactly this
can be done is an issue that deserves more scholarly attention. But how prepared are
different countries’ education landscapes to support leadership and management roles
concurrently, and with what implications? The next section utilizes education policy
literature from Uganda to shed light on these issues.

Usage of the term leadership in Uganda’s education policy literature


The study’s third objective focused on the usage of the term leadership in selected
education policy literature from Uganda. The objective attempted to provide answers to
the following questions. How many times does a given education policy document
apply the term ‘leadership’ to mean an ‘influence relationship’ (leadership in a strict
sense)? How many times is the term used to mean ‘management’ (authority
relationship)? What is the prevalence of an ambiguous application of the term to imply
either an influence or an authority relationship, or both? Table 2 presents documentary
review results on these issues.

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Table 2: Usage of the term leadership in selected education policy literature
Sampled education policy document Usage of the term leadership
Influence Authority Ambiguous
relationship relationship usage
1 Education Act 2008 (84 pages) 0(0%) 0(0%) 0(0%)
2 Basic requirements and minimum
standards indicators for education 1(50%) 1(50%) 0(0%)
institutions [BMEI] (MoES, 2009a) (37
pages).
3 The National Teacher Policy (MoES, 1(10%) 7(70%) 2(20%)
2009b) (26 pages)
4 Guidelines for establishing, licensing,
registering and classification of private 0(0%) 0(0%) 0(0%)
schools/institutions in Uganda (MoES,
2014) (54 pages)
5 Statistical abstract 2017 (MoES, 2017a) 1(50%) 0(0%) 1(50%)
(222 pages)
6 Education & sports sector annual 6(22%) 13(48%) 8(30%)
performance (FY 2016/2017) [ESSAPR
2016/2017] (MoES, 2017b) (230 pages)
7 Education & sports sector annual 3(43%) 4(57%) 0(0%)
performance (FY 2018/2019) [ESSAPR
2018/2019] (MoES, 2019) (250 pages)
8 Education & sports sector strategic plan 5(38%) 2(15%) 6(46%)
2017-2020 (MoES, 2020a) (150 pages)
9 Performance management guidelines
for tertiary institutions and schools 1(20%) 1(20%) 3(60%)
(2020) (MoES, 2020b) (107 pages)
Overall frequency 18(27%) 28(43%) 20(30%)

Table 2 reveals that in Uganda’s education policy literature, by simple majority, most
of the time the term ‘leadership’ is applied to mean an ‘authority relationship’ (43%),
which implies ‘management’. Conversely, only about a quarter of times (27%) is the
term used to mean an ‘influence relationship’ – leadership in a strict sense. These
findings point to a less appreciation of interactive influence relationships in education
policy literature in Uganda, and perhaps to an equally less appreciation of these
relationships in education governance practice itself.

Concerning ‘leadership’ usage to mean an authority relationship, documentary review


yielded such examples as;
 Local Government Leadership [sic] (MoES, 2020: ix).
 There should be at least two general learners’ meetings each term with their
student leadership (MoES, 2009a: 23).
 Trained key education actors especially the District Leadership (MoES,
2017b: 151).
 To induct school leadership in effective management practices (MoES, 2017b:
7).

In each of the cases above, where the term ‘leadership’ appears, the term
‘management’ or ‘administration’ could as well have been used without losing
meaning. For example, ‘local government administration’ and ‘school management’
instead of ‘local government leadership’ and ‘school leadership’, respectively. Instead
of speaking of programs “to induct school leadership in effective management
practices” (MoES, 2017b: 7); why does literature not speak of “inducting school
administration [or management] in effective leadership practices? The bigger question
therefore seems to be: Why does current usage prefer the term ‘leadership’ to such
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terms as ‘management’ and/or ‘administration’? Whereas conceptual drift, careless
application and innocent (uninformed) usage may provide tentative answers, empirical
research is needed to uncover more convincing rationales that may not be so explicit in
existing literature.

Otherwise, for usage of ‘leadership’ to portray an influence relationship (leadership in


a strict sense), we have these two examples;
 Encourage a sense of service, duty and leadership for participation in civic,
social and national affairs (MoES, 2019: 3).
 [Institutions should have a] suggestion box for the learners’ leadership
(MoES, 2009a: 23).
However, most of the instances where an ‘influence relationship’ was interpreted in
literature’s usage of the term ‘leadership’, (these) were instances containing both words
‘leadership’ and ‘management’. Examples of such concurrent usage abound;
 Improving leadership and school management knowledge (MoES, 2019: 163).
 To provide leadership and management in service delivery (MoES, 2017a: 4).
 With a special focus on the quality of leadership, [&] management (MoES,
2020a: xi).
 Training of school managers (head teachers) [sic] in school management and
leadership (MoES, 2017b: 113).
 Poor Management and leadership capacity of ECD proprietors (MoES,
2017b: 110).
 [Held] an international management and leadership conference (MoES, 2019:
109).

The researcher interpreted these instances to mean that since, in such cases, an
authority relationship is already implied by the term ‘management’, an inclusion of the
term ‘leadership’ is purposively meant to bring out the additional idea of leadership as
interactive influence. However, this is the optimistic interpretation. Otherwise, it could
also be that in some of those cases the (additional) inclusion of the word ‘leadership’ is
‘by accident’ (careless application). Should this be the case, the proportional
representation of ‘influence relationships will reduce from 27% (Table 2) to an even
smaller percentage.

Another revelation from Table 2 is that only one education policy [the Education and
Sports Sector Strategic Plan 2017-2020], of all the nine policies sampled (11%), has
more instances of leadership usage to mean an ‘influence relationship’ (38%) than an
‘authority relationship’ (15%). While on the one hand this also implies an
overabundance of education policies couched in ‘management overtones’, even where
it is the word ‘leadership’ used; on the other hand, it is positively surprising that there
is such an ‘exception document’. The existence of such a promising outlier implies that
thinking in terms of open influence relationships is not an entirely lost case.

Table 2 further shows that there are many instances in Uganda’s education policy
literature where the term “leadership” is ambiguously applied (30%). These are
instances where it was obscure if the term meant an influence or an authority
relationship, if not both. Examples are;
 [Delivering] leadership at all levels (MoES, 2009b: 8).
 Effective leadership and accountability systems (MoES, 2020a: 7).
 5 weeks of Leadership and Community placement [sic] (MoES, 2017b: 41).

Such findings remind both researchers and practitioners that not every (written or oral)
mention of the term ‘leadership’ is actually a reference to an interactive influence
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African Journal of Education, Science and Technology, October 2021, Vol 6, No. 4
relationship. It is wise to always first consider and reconsider the Sitz-im-leben (the
particular context).

Finally, it is also interesting to note also that Table 2 bears some policies, which do not
mention the word ‘leadership’ at all. An outstanding example is the Education Act
2008. This is a document of 84 pages, none of which mentions “leadership”, although
‘management’ is mentioned as many as 138 times; that is, more than once (1.6 times)
per page! This means that this policy does not contain any ‘misuse’ of the term
‘leadership’. Perhaps other writings could equally avoid using the term ‘leadership’
instead of either ‘misusing’ it or using it vaguely. In one African language (Luganda)
we say that “Asirika tiyejjusa” (Remaining silent is safer than speaking only to reveal
your ignorance!).

CONCLUSION

First, going by leadership’s strict (narrow) meaning, the relationship between


leadership and management is essentially one of difference, since then the two
concepts imply different roles and behaviours. Even then, however, leadership and
management are also further characterised by a complementary relationship; that is, the
successful functioning of institutions such as schools requires that the two (should) go
hand in hand. This complementarity is a relationship that is often either forgotten or
downplayed by both research and practice.

Second, since it has become increasingly common for ‘leadership’ to be used as a


synonym for ‘management’ (and/or ‘administration’) – as indicated by leadership’s
broad meaning, the study concludes that the concept has undergone (and is perhaps still
undergoing) conceptual drift. It has already taken on a synonymous relationship with
management, hence the conundrum of “two ‘leaderships’ one of which is
‘management’”! The conceptual drift may be partly explained by existence of different
academic disciplines that use different academic languages, however implying similar
things.

Thus, in general, the relationship between the two concepts is a tripartite one; a
relationship of difference, complementarity and (even) similarity (synonyms). This
implies that there is an even more critical need for researchers and practitioners to
clarify the kind of meaning they are attaching to ‘leadership’ in their various
communications. To further reduce ambiguity and vagueness, the feasibility of using
the terminology of ‘leadership 1’ and ‘leadership 2’ for the narrow and broad meanings
of leadership, respectively, could be tried.

For the relationship between EL and EM, the study concludes that it is also a tripartite
one: EL as different from EM, but complementary to it, and sometimes even
synonymous with it. In practice, however – also as an indication of conceptual drift –
complementary and synonymous usages have superseded the relationship of difference.
Even in Uganda’s education policy literature, a synonymous usage of ‘leadership’ to
mean ‘management’ and/or ‘administration’ is becoming the norm. The discovered
complementarity concurs with the paradox theory, which discourages an ‘either - or’
logic, in preference for the logic of ‘both A and B’. This points to the necessity of both
leadership and management in the successful functioning of educational institutions.
However, not any leadership-management ‘mix’ or ‘dose’ will work; institutional
excellence seems to require a delicate balance in concurrent application of both to
different educational settings. Further research is still needed to come up with different
contextually constructed ‘mixes’.
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Finally, the study concludes that it is when both terms ‘leadership’ and ‘management’
appear concurrently in a sentence that the term ‘leadership’ most likely bears an
interactive influence relationship (leadership 1). When the term is used alone in a
sentence – without ‘management’ alongside it – most likely it is an authoritarian
perspective that is meant, hence management.

RECOMMENDATIONS

1. Researchers should further devise ‘leadership jargon’ that indicates more precisely
whether it is the narrow or the broad sense of leadership that is meant. The
proposed use of ‘leadership 1’ and ‘leadership 2’ terminology is just the first
attempt.
2. Since both leadership and management roles are necessary for the effective
running of educational programs and institutions; education officers should utilise
the complementary relationship between leadership and management to take
schools to another level.
3. However, more scholarly attention needs to be given to the question of a
concurrent and mutual application of both EL and EM. For example, how ready is
Uganda’s education legal framework (policies) to accommodate active leaders and
active managers in the same school, without critical crashes?
4. Like the case with Uganda’s Education Act 2008, which does not use the term
‘leadership’ at all, researchers and practitioners should equally omit it and use
‘management’, if they want to refer to a ‘formal position’ or role. It is such a
meticulous use that will reduce both ‘misuse’ and ambiguous usage of the term
‘leadership’.

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