Identify the part(s) of your plan you were able to implement (given the nature of leadership work, your project may actually continue beyond submission of your Capstone Portfolio).
Phase 1: Recruit and engage a new group of KEA members into active participation in the negotiations process. The number of members that contributed by participating in a significant way drastically increased from previous years. This was through the successful establishment of four well defined and repeatable layers of union activity in the negotiation process. Each member can choose the time commitment and level of involvement.
Negotiations Advisory Committee
25-50 Members (no previous experience required)
Must Contain Members from ALL School Sites and Job Types in bargaining unit
Receives Introductory Negotiations Process Training
Develops Refined Negotiations Survey
Analyzes Negotiations Survey Data
Establishes General Negotiations Priorities
Commitment: 1, 2, or three meetings. Not all three are required for participation. Can provide feedback electronically.
Negotiations Committee
Further Negotiations Training for new Members
Committee Makeup includes representation from each grade band, special ed, and designated consultation to all job types
10-15 Members, One lead negotiator, 4 co-negotiators, 2 scribes, All others are caucus members
Researches and Develops Negotiations Proposals based on Survey Results
Reports Results and Platform to General Membership
Negotiates with the District/Board/Admin
Reports negotiation process and results to general membership
Commitment: 15+ meetings, attendance at most meetings is required.
Negotiations Support Committee
Provides food, encouragement, and logistical support for the negotiations team
Commitment: Members attend 1 (or more) meeting with no additional commitment
General Membership Union Activism
Site Based Meetings to explain the survey and encourage participation
ALL members are strongly encouraged to provide quantitative data within the survey
All members are encouraged to provide detailed or narrative responses to give context to quantitative survey data
All members are encouraged to brainstorm potential CBA proposals
Site Based Meetings to Report Back Survey Results and Negotiations Proposal and Priorities
All Union Members are Encouraged to Attend Open Negotiations Sessions
Weekly meetings, no commitment from week to week
30-50 participants attended each negotiations session
Phase 2 of increased active union participation was implemented through identifying areas of interest though the membership survey (did not have to be negotiated items).
New committee makeup for the professional development committee was established.
Math professional development focus group established. Calendar committee membership cycles established.
Insurance committee membership updated.
District Systems of Support Committee reaffirmed (no new members) . District training opportunity offered PCBE Bootcamp.
MFPE training and events promoted
Winning Local Elections,
Organizing, Building Representative Training,
MFPE Regional Meeting,
MFPE Annual Conference Participant,
AFT/NEA National Convention, and
TLI Fellow.
Phase 2 saw great success in participation in local committees and a marked improvement in participation at state / MFPE level events. An area of emphasis included bringing a full delegation to the MFPE Annual Conference, three TLI fellow participants for 2023-2024 and four for 2024-2025.
Phase 3 Leadership Expansion Project
TLI Nomination Process:
KEA executive committee, building representatives, and administration to identify at least one candidate per building.
Informational meetings with KEA executive council and current/former TLI fellows.
Formal nomination to MFPE for interested candidates.
TLI Fellow Integration:
Monthly participation in KEA building representative meetings.
Quarterly capstone project updates at building representative meetings.
How successful was your action plan at addressing the challenge?
Year one of this process was a clear success in several measurable ways as listed above. A significant measure of success however will be the ongoing participation year after year. The action plan currently in place helped identify expectations and establish new norms. We have action items that can be scheduled and repeated each year. This plan does not require current leadership to go on a recruiting frenzy. Instead, year after year these committees and processes are scheduled, planned and are embedded in the culture of KEA. The committees should become self-sustaining because each year the committee draws on new interest and new members that are ready to simply take the next step in union activism. Year to year leadership growth does not require members to jump into the “deep end” taking on elected positions because there is a vacancy that no one else is able to fill. Year to year leadership growth should ensure that there are many well qualified individuals with experience and there depth of choices to elect the right leader for the right time.
Which stakeholders and association practice or program were impacted?
Early Career Teachers:
Advocacy: Significant proposals for starting salary, workforce housing, years of experience recognition, and professional wage advancement.
Impact: Despite not settling with the District, members still feel valued by and loyal to the union. (See Evidence: Communication Thank You Examples)
Evidence: Negotiations proposals content (See Evidence: Communication Negotiations Salary Matrix Philosophy and Pay Matrix)
Elementary Teachers:
Increased participation in the advisory committee: ⅓ of committee members now represent Grades K-6.
Tripled representation at the lead negotiation table.
Proposals for comp time modifications to allow for flexible use in the K-5 setting.
Evidence: Committee membership records, negotiation team composition (See Evidence: Committee Roster Example)
Specialized Groups (e.g., School Nurses):
Listened to and addressed through proposals.
Area for Improvement: Need to increase active representation.
Evidence: Proposed Nurse Salary Matrix (See Evidence: Nurse Matrix Proposal)
Diversity Representation:
Challenge: Limited minority representation in applicants and hires.
Goal: Commitment to staff diversity reflecting community and student body.
Association Practices:
Reestablished committee makeup procedures.
Expanded negotiations training: 10 new lead team members alongside 6 veteran members.(See Evidence: Negotiations Priorities Presentation)
Evidence: Committee structure documents, training participation records (See Evidence: Committee Roster Example)
How were your four chosen competencies used in the implementation of your project?
Throughout the year, many indicators were touched on. The overall competency level is not measured in a singular category but each event or process presented different opportunities to demonstrate competencies.
FOUNDATIONAL COMPETENCIES: DIVERSITY, EQUITY, AND CULTURAL COMPETENCE
Collaborate Purposefully
OVERARCHING COMPETENCIES
Group Processes
Communication
ASSOCIATION LEADERSHIP COMPETENCIES
Organizational Effectiveness, Leading with Skill
Building Capacity of Others
Networked with State Representative Gardner to assist and advocate for affordable housing projects. Spoke to the city council in advocacy of the project's ability to improve housing options for teachers. Toured model homes with local builder
Collaborate with strategically selected external partners to effectively increase the scope, outcomes, and vision of the association.
Offer solutions to challenges by actively engaging a group of stakeholders with diverse opinions and experiences in solving problems.
Presented capstone project idea Empowering Voices: Expanding Leadership Participation to KEA officers and building representatives
Explain the value of skillful stewardship and the resources of the association’s vision.
Recruited members that initially only filled out the survey to help design an improved survey and then analyzed the results of the survey
Coordinate activities to help transition members from passive involvement to active participation in the association’s work.
Lead members and other stakeholders in their effort to develop new and innovative policies and contractual articles to enhance learning environments for students, educators, and/or families.Members went from brand new to the negotiations process to being able to write talking points summarizing negotiations and help develop communications plans.
Work to expand their leadership skills and communication styles.
Increase ownership of a shared association vision.Engage in ongoing self-education, self-reflection, and self-improvement.
Not all negotiation committee members were required to be at the lead table but could still caucus providing valuable contributions.
Acknowledge the range of skills and communication styles of successful leadership.
Members could fill different tired roles based on interest, experience and skill. Members could be on the advisory committee but not have to be on the negotiating committee.
Know their strengths and limitations of personal leadership skills and communication styles.
Lead Collective Bargaining training process for 32 members and increased diversity and capacity of negotiations advisory committee and negotiations neam.
Recognize not only the role of partners but also their impact to further the desired outcomes for students, as well as teachers, schools, and the profession.
Recognize and understand strengths and limitations of their collaboration skills and/or organizational practices when interacting with other cultural groups.
Develop and exhibit an appreciation and acceptance for the differences among, between, and within cultural groups.
Model respect for diversity, and value diversity itself.
Create new groups or use existing groups and facilitate those groups to overcome challenges and to engage diverse opinions and experiences in order to meet objectives, solve problems, and achieve desired outcomes.
Contribute and participate in group meetings, and learning opportunities and/or events.
Lead members and other stakeholders in their effort to develop new and innovative policies and contractual articles to enhance learning environments for students, educators, and/or families.
Demonstrate integrity and the skills to effectively conduct association business.
Mentor members to envision and achieve knowledge and skills necessary to build capacity as potential association leaders.
Create and lead professional growth opportunities association members to become more active and/or leaders.
Facilitate projects or presentations that challenge inequitable policies and social injustice practices to impact underserved or marginalized cultural groups.
Lead Negotiation Team in the development of our negotiations priorities, platform, and proposals. As lead negotiator I was the spokesperson for KEA at the table with the District negotiation team. Further description including obstacles and difficult situations described below.
Manage group dynamics.
Mentor new groups and/or group leaders.
Examine the role of the leader in group dynamics.
Mediate group conflict.
Offer solutions to challenges by actively engaging a group of stakeholders with diverse opinions and experiences in solving problems.
Monthly meeting with District administration and KEA president / Vice President & Quarterly Glacier HIgh School building site based council meetings
Create and support regular opportunities for stakeholders of all cultures to contribute their knowledge, skills, and perspectives in a variety of ways.
Participate with colleagues and other stakeholders to influence decision makers to desired change.
Recruited a vocal union advocate to chair the professional development committee
Empower others to lead groups.
Mentor new groups and/or group leaders.
Empower members and potential members to identify and develop their own leadership potential and communication ability.
The recruitment of newly active members to participate in the annual conference and TLI
Actively participate in association work with the guidance and support of teacher leaders.
Use resources to purposefully strengthen the capacity of the association.
Empower members and potential members to identify and develop their own leadership potential and communication ability.
Engage association members and potential members to discover their greater potential at the local, state, and/or national level.
Lead the association members and others to introduce and implement new processes, protocols, and/or solutions to further and broaden the vision.
What obstacles, if any, did you encounter? How did you address them?
Observations:
The plan was designed to avoid obstacles by creating easy entry paths for participation.
Recognized that plans involving people, communication, and relationships will inevitably face some obstacles.
Emphasized the importance of consistent messaging and fact-based communication to maintain focus and unity. (See Evidence: Negotiation Update Emails, 5-22 Update and Fact Check, and Communication to counter adversarial power structures.)
Communication Challenges:
Obstacle: Difficulty in reaching the entire desired audience. Solution:
Implemented multi-channel communication strategy:
In-person meetings
Text messages
Social media posts
Press releases
Repeated key messages through multiple sources
Emphasized consistent messaging at the building site level
Recognized that a single, centralized email was insufficient for member engagement
Rumor Management in Negotiations:
Obstacle: Multiple versions of events circulating due to increased participation. Solution:
Provided quick follow-ups after negotiation sessions
Shared summaries and next steps via email and through building representatives
Maintained weekly communication schedule
Focused on issues being negotiated rather than personalities involved
Reported facts consistently to guide discussions and prevent misinformation
New District Negotiation Team:
Obstacle: Lack of institutional knowledge and frequent changes in district leadership. Solution:
Invested significant time in internal training for the new KEA negotiations team
Discussed history and precedence when developing proposals
Maintained consistency in KEA's approach despite district team changes
Adhered to prepared messages addressing future challenges
Focused on facts and issues rather than personalities or emotions
Developed and communicated rationales behind proposals to members
Members with Singular Focus:
Obstacle: Some members focused on individual agendas or issues. Solution:
Designed the plan to lower barriers for participation
Created multiple entry points for involvement
Maintained focus on broader union goals and collective interests
Given the outcomes, describe any changes you might make to the Capstone Project’s action plan.
Changes to Consider for the Capstone Project's Action Plan:
Enhance Diversity in Representation:
While improvements were made in building sites, grade level bands, and job classifications, further efforts are needed.
Goal: Ensure all stakeholders have a voice at the table.
Implement Targeted Listening Sessions: a. Job Classification Listening Sessions:
Purpose: Address specific concerns of different job roles within the union.
Implementation: Schedule regular sessions for each job classification.
Grade Band Listening Sessions:
Purpose: Focus on issues specific to different educational levels.
Implementation: Organize sessions for elementary grade levels.
Site-Based Listening Sessions:
Purpose: Address location-specific concerns and build local engagement.
Implementation: Increase frequency and reach of on-site meetings.
Evidence:
Leading WIth Skill: Influence Decision Makers
Collaborate Purposefully: Negotiations Proposals
Group Processes: Shared Folder Collaboration
Empower Others to Lead Groups
Group Processes: Guide through challenges, and adversity.
TLI Invitation & TLI Recruiting results
Communications: Fact Check, Facilitate groups to overcome challenges
Impact: Thank You Examples
Group Processes: Shared Folder Collaboration
Leading with Skill: influence decision makers State Rep Meeting1
Leading with Skill: influence decision makers State Rep Meeting2
Leading with Skill : Superintendent Meetings
Collaborate Purposefully: Facilitate projects or presentations that challenge inequitable policies to impact underserved or marginalized groups. Nurse Matrix Proposal
Collaborate Purposefully: Facilitate projects or presentations that challenge inequitable policies to impact underserved or marginalized groups. Self Contained Proposal
Group Processes: Empower Others to lead Groups
Group Processes: Guide through challenges, and adversity.
Communication: Use communication to counter adversarial power structures.
Building Capacity: TLI Recruits
: Communicate through media to pursue positive change in accordance to the shared vision. 5-22 Update and Fact Check
Group Processes: Create new groups and facilitate to overcome challenges and to engage diverse opinions and experiences in order to meet objectives, solve problems, and achieve desired outcomes.
Manage difficult situations and respect various styles and opinions.
Update 5-22 Internal Thread
Communication: Thank You Examples 2
Communications: Example Thank you messages
Evidence Continued:
Committee Invitations
Committee Roster Example & Training Slides
Committee Agenda & Survey Results
Negotiation Priorities Presentation & Membership Updates Examples
Advisory Team Email Chain Example
MFPE Annual Conference Invitation
Advisory Committee Fall Invite
Initial Advisory Committee Invite
Committee Roster Example
Bargaining Training Slides
Committee Agenda
Communications: Survey Results
Communications: Negotiations Priorities Presentation to Membership
Communications: Negotiation Update Email Examples
Communications: Negotiations Salary Matrix Proposal Philosophy
Communications: Negotiation Pay Matrix Proposals
Communications: Example Email Thread
Communications: MFPE Annual Conference Invitation