Holding closed sessions in school board meetings to reach major policy decisions is generally discouraged; but, school boards occasionally use this tactic if conflict and tension arise (Lunenburg& Ornstein, 2000). Therefore, the questions of ”how often does a Board of Education encounter conflict and tension” and “how is the decision made to schedule a closed session to discuss school issues” are extremely relevant in these times of public transparency.
All school board meetings should remain open to do school business and transactions. Most States, including Illinois, have set statutes spelling out specific reasons to call a closed session and detailed procedures and processes to follow in order to maintain a legal meeting. Meetings must remain open to the public and can be closed only under certain exceptions cited in the law. In the Illinois Open Meetings Act the following exceptions are provided:
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Personnel - (discipline matters, complaints, etc.)
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Review closed session minutes
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Collective bargaining - (salaries, working conditions, contracts)
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Student discipline
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Litigation
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Board vacancy
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Real estate
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Special education - (student placement, services)
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Security procedures - (drug testing, police enforcement)
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Sale or purchase of securities/investment contracts
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Evidence/testimony presented in an open or closed meeting
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Board evaluation
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Establishment of reserves or settlement of claims
The management of closed sessions depends, in part, on the leadership styles of both the superintendent as well as the president of the Board. The conduct and discussion of a closed session is typically less formal than an open meeting. Once again, the leadership of the Board will determine the type of participation by individuals and the parameters of the discourse. In some districts the president leads the discussion while in other districts the superintendent manages the session. Experience of the superintendent and Board members determines the scenario as well as the volatility of the issue to be discussed. With the economy struggling and school district budgets being strained there is greater pressure and stress placed on decision-making by Boards of Education. In the latest nationwide survey of school board members, (Hess, 2010) student achievement and financial management were considered to be the most critical factors in evaluating school leaders. All of these factors create situations where Boards of Education look to use the closed session as a means to discuss issues where conflict and tension are almost guaranteed.
In this age of openness and transparency in government it behooves Board members and superintendents to know and understand open meetings laws and focus on potential abuses. If a closed meeting agenda item looks questionable the school district attorney should be called upon to review the matter. Board members must remember that closed sessions are permitted to discuss litigation; not to simply discuss a legal issue with the attorney.
The relationship between the school district superintendent and the Board of Education may become a challenging dynamic. The superintendent is employed by the local Board of Education at its discretion to follow their policies and pursue goals established by the Board. Superintendents must have the necessary communication skills to diplomatically lead the Board through difficult decision making. Effective leaders must use what Heifetz (1994) calls informal authority. Since a superintendent does not have formal authority over the Board of Education they must be able to establish a level of trust between themselves and the Board so that the Board is comfortable with trusting the superintendent to be the authority on issues that the Board is not expert. When the superintendent is no longer trusted, the superintendent’s informal authority no longer exists as well their ability to lead the Board on critical issues. The success of the superintendent’s authority comes from the trust maintained with the Board and the healthy working relationship that follows effective communication. Wheatley (2006) wrote if power is the capacity generated by our relationships, then we need to be attending to the quality of those relationships.
Greenleaf (2002) describes members of Boards of Education as leaders who stand outside but are intimately concerned and oversee the active leaders. They place their ultimate trust in the superintendent. The lack of background knowledge in school administration can lead to troublesome circumstances when the trusting relationship deteriorates. This may lead to the Board of Education micromanaging school district affairs. Houston (2009) refers to some Board members whom wen to the school and that fact leads them to believe they are experts on schools.
The superintendent must begin to open lines of communication and initiate the necessary dialogue to provide information and valuable input into various procedures and strategies. The superintendent, as leader, must build, facilitate, and promote a team approach to decision making. Bolman and Deal (2008) calls it a creation of a community of believers united by shared faith and shared culture.