Stephanie
Santos-Díaz
*a and
Marcy H.
Towns
b
aDepartment of Chemistry, University of Wisconsin, Madison, WI, USA. E-mail: santosdiaz@wisc.edu
bDepartment of Chemistry, Purdue University, West Lafayette, IN, USA. E-mail: mtowns@purdue.edu
First published on 25th February 2021
Outreach initiatives are typically framed as informal learning environments that provide an opportunity to increase the participants’ interest in science. Research on chemistry outreach has primarily focused on designing and implementing demonstrations for outreach. Recent studies indicate student organizations are at the forefront of chemistry outreach, describing their outreach practices and facilitators’ conceptual understanding of demonstrations. Although leadership has been linked to the success of groups and organizations, the leadership structure of student organizations is an understudied aspect of chemistry outreach. Here, we conceptualize student organizations participating in chemistry outreach as a community of practice (CoP) with the goal of expanding the chemistry education community's knowledge of this CoP. Specifically, we aim to characterize leadership styles within the student organization in the context of an outreach event. Using a case study approach, we collected multiple sources of data, including the organization's outreach practices, an assessment of leadership style, observations, and semi-structured interviews. Results indicate leaders of the student organization, particularly those in charge of planning outreach events, displayed behaviors associated with the transactional and laissez-faire leadership styles more frequently than behaviors associated with the transformational leadership style. As a long-term outcome for this study, the results can be used by national organizations to inform the development of new workshops for leadership training, with the purpose of teaching practices to leaders that can bring success to their chapter or local group.
Element 1: set communication goals and outcomes appropriate to the target participants.
Element 2: identify and familiarize yourself with your resources.
Element 3: design the communication activity and how it will be evaluated.
Element 4: communicate!
Element 5: assess, reflect and follow up.
Most chemistry outreach activities focus on designing the activity with content-related goals and implementing the outreach activity, focusing on Elements 1, 3 and 4. However, there is a lack of information on resources (i.e. Element 2), specifically of facilitators of outreach events as resources.
Facilitators as an aspect of outreach has been the least frequently discussed element of outreach activities in the chemistry outreach literature. There is little mention regarding who designed the activities, who carried out the demonstrations, expertise, prior experiences, role in outreach events, etc. Typically, facilitators were described in general terms as scientists (Brown et al., 2017), tutors (Flynn et al., 2017), graduate and postdoctoral researchers (Ting et al., 2017), or female role models, referring to female professors, postdocs, and graduate and undergraduate students (Levine et al., 2015). While other authors were also vague in describing the facilitators, some were clearer about the role of the facilitators (Schwarz et al., 2016; Ting et al., 2017) by stating how the facilitators were involved in the planning or the facilitator's background, for example.
There are some exceptions to the details provided about the facilitators. A previous study with college student organizations involved in chemistry outreach shared the purpose for students, faculty and staff to engage in chemistry outreach activities: to learn chemistry, for the audience to see that chemistry is fun, and for students to develop into scientists (Pratt and Yezierski, 2018). Houck et al. (2014) explicitly stated all aspects concerning the organization of their one-day camp were managed by unpaid, graduate and undergraduate student volunteers who carried out the experiments, attended meetings with safety coordinators, and developed the lesson plans and worksheets. As for the course by Sewry and Paphitis (2018), graduate students enrolled in the course carried out the outreach activities at schools, had to participate in debriefing meetings after each school visit, and submitted a reflection.
There are other activities that exemplify how participating in chemistry outreach events can potentially be opportunities for students to “develop leadership, communication and professional competencies”, which is part of the core educational elements outlined in the report titled Graduate STEM Education for the 21st Century (Committee on Revitalizing Graduate STEM Education for the 21st Century et al., 2018). Carpenter's (2015) work in outreach focused on understanding undergraduate students’ perspectives and ideas about science teaching and learning, as facilitators of outreach. These students participated in outreach events throughout multiple years, for a total of over 100 hours. Some outcomes of these students participating in outreach involved developing leadership and communication skills, learning how to teach different populations and increased interest in science. Additionally, Gagnon and Komor (2017) documented that facilitators benefit from outreach by having a feeling of belonging and engagement and having an increase in self-confidence in communicating science.
Pratt and Yezierski (2018) pointed out that student organizations are leading chemistry outreach efforts, which means these students are the ones acting as facilitators of outreach events and/or recruiting volunteers to act as such. Moreover, Kuk and Banning (2010) argue that student organizations are important components of student involvement and serve as agents to advance goals of college campuses. For these reasons, it is worth studying the leadership structure these student organizations have, how the structure drives the outreach efforts they participate in, the role of diversity and inclusion in practices pertaining outreach events, and current facilitators’ experiences in outreach.
In order to expand our knowledge about chemistry outreach, specifically the relationship between leadership and facilitators of chemistry communication activities, here we conceptualize student organizations participating in outreach as a community of practice (CoP).
For this study, we defined a CoP as “… a group of people who share a common passion or concern and deepen their understanding of the topic by interacting in an ongoing basis.” (Wenger et al., 2002). This definition brings together three constructs that constitute a CoP: a domain, the community and the practice. The members of a CoP have a shared competence pertaining a specific passion or concern (i.e. domain) and interact in an ongoing basis (i.e. community) through events, joint activities and discussions to develop that competence. The practice refers to tools and processes that help CoP members deepen their understanding about the domain.
While the definition of a CoP has changed throughout the years, Wenger (Wenger et al., 2002) points out “doable” actions or elements that characterize a CoP: leadership, events, connectivity, membership, projects, and artifacts. It is important to highlight that the study presented in this manuscript focuses on the element of leadership. According to Wenger, leadership is way to help the CoP develop, with multiple forms for leaders needed (Wenger et al., 2002). This term will be further operationalized in the section Guiding analytical framework. In addition to these doable actions, a CoP also has boundaries as shown in Fig. 1. Boundary processes are where competence and experience tend to diverge. The processes taking place at the boundary are boundary objects, brokering and interactions among people from different CoPs. Boundary processes of the CoP were also explored in this study, as it is at the boundary where individuals of the community attempt to connect to individuals outside of the CoP.
In the context of science education, and this study, we conceive of groups of people participating in outreach are a community of practice. To narrow the scope of the study, the design element explored was leadership. While equally important in a CoP, the rest of the elements encompass other aspects of the community participating in outreach that might not directly involve facilitators of outreach events. Table 1 summarizes how student organizations participating in chemistry outreach can be considered a CoP, based on the elements and boundary processes explored in this study.
CoP constructs | Definition of construct informed by different literature sourcesa | Assumptions on how the construct could be present in a student organization |
---|---|---|
a Sources include (Wenger, 2000; Wenger and McDermott RA, 2002; Smith et al., 2017). | ||
Domain | Shared passion or concern | A student organization with a general passion for chemistry |
Community | The process to understand and learn more about the domain that happens by interacting with those who share the domain | When the student organization establishes frequent meetings, events or activities to have members interact and discuss “chemistry” |
Practice | Tools, resources or processes that facilitate the learning of specific knowledge about the domain; “a way of acting in the world” | The organization participating of outreach events to better understand chemistry in informal learning environments |
Boundary processes | Brokering – consists of creating connections between members of different CoPs; mainly happens between CoPs to introduce components of one practice into the other | A student organization collaboration with education practitioners or researchers to adopt practices that improve chemistry outreach |
Boundary objects – resources and shared processes that facilitate and support communication or connections between different practices | When different student organizations share processes on how to plan an outreach event | |
Interactions – can happen to different degrees and take different forms: (1) to provide direct exposure to a practice and be fully immersed in it; (2) to serve people who need some service, are curious or intend to become members (i.e. outsiders) | An expert on science communication providing training on how to communicate chemistry; planning event with the intentions of encouraging students to pursue degrees in STEM fields | |
Leadership | A community needs multiple forms of leadership to play their role and help the CoP develop. Examples: thought leaders, networkers, people who document the practice, etc. | Officers or committees of a student organization; faculty advisors of the student organization |
Leadership is “the process of influencing others to understand and agree about what needs to be done and how to do it, and the process of facilitating individual and collective efforts to accomplish shared objectives.”(Yukl, 2010). Given this definition of leadership, it is a safe assumption that there are numerous leadership styles. Leadership styles are ways in which leadership is enacted or the “…total pattern of explicit and implicit actions performed by the leader…” (Newstrom, 2011). Theories related to leadership styles, as is the Full-Range Leadership Theory (FRLT), have been used in other fields to describe management dynamics in businesses, religious non-profit organizations, health authorities, group of librarians, and corporate industries (Sosik and Godshalk, 2000; Tarsik et al., 2014; Chan and Du-Babcock, 2018; Gilbert and Kelloway, 2018). Analysis informed by leadership styles has not yet been applied to student-run organizations, STEM outreach or chemistry education contexts. The FRLT will be used to identify behaviors in leaders and classify them according to the three leadership styles: transformational, transactional, and laissez-faire.
1. idealized influence, attributed (IIA): the socialized charisma, whether the leader is perceived and viewed as confident, powerful, focusing on high-order ideals and ethics;
2. idealized influence, behavior (IIB): the charismatic actions of the leader that are centered on values, beliefs, and a sense of mission;
3. inspirational motivation (IM): the ways leaders energize their followers by viewing the future with optimism, stressing ambiguous goals, projecting an idealized vision, and communicating to followers that the vision is achievable;
4. intellectual stimulation (IS): leader actions that appeal to the followers’ sense of logic and analysis by challenging followers to think creatively and find solutions to difficult problems;
5. individualized consideration (IC): leader behavior that contributes to follower satisfaction by advising, supporting, and paying attention to the individual needs of followers, which allows them to develop and self-actualize.
1. contingent reward (CR): leaders behaviors focused on clarifying role and task requirements and providing followers with material or psychological rewards contingent on the fulfillment of contractual obligations;
2. management-by-exception, active (MBE-A): the active vigilance of a leader whose goal is to ensure that standards are met;
3. management-by-exception, passive (MBE-P): leaders only intervene after noncompliance has occurred or when mistakes have already happened.
Since many outreach initiatives in chemistry are carried out by student organizations, the interactions between leaders of student organizations and volunteers of outreach events should be investigated. This study aims to expand the knowledge on chemistry outreach efforts by studying the leaders in charge of coordinating outreach events. Specifically, by studying how leaders’ behaviors and characteristics, as described by FRLT, are present in leader–volunteer interactions and group dynamics in chemistry outreach events.
The study presented in this manuscript was designed as an exploratory, multiple case study, per the guidelines provided by Baxter and Jack (2008). The unit of analysis, or case, is defined as the leaders of student organizations participating in chemistry outreach events. The cases are bounded by the specific events in which the leaders participated as the context. It is important to note that, while the multiple case study design lends itself for comparisons across cases, the goal of this study does not call for a comparison across leaders. The research question is addressed by characterizing leadership styles and the intention is not to compare and evaluate the leadership styles.
This study and all protocols (i.e. recruitment of participants, stages of data collection and data analysis) were approved by the academic institution's Institutional Review Board (IRB).
Those participants who fulfilled both roles as leaders and volunteers were treated as leaders throughout this study. Since there is no standard leadership structure for student organizations, the number of participants per case varied. The students’ majors and year in studies may have varied across organizations, and while this information could have been relevant during data interpretation, major and year in studies did not limit the recruitment of participants.
All participation was voluntary as the participants did not receive incentives for participating in the study. To protect the leaders and volunteers’ identities, pseudonyms were assigned to the participants. Specific details for each participant will be discussed in the Findings section, alongside pertinent context for each case.
The semi-structured interview protocols (Appendix A and Appendix B) were similar to the ones used for a published case study on mentor–student interactions (Johnson, 2017). The leaders responded to questions that involved recalling and reflecting about their own actions and interactions, while volunteers provided insight about their interactions with the leaders. All participants were interviewed within six weeks after they attended the outreach event. We acknowledge interviews closer to the 6 week mark may have an impact on the recollection of events, but this timing was based on the availability of each participant.
The interviews lasted around 2 hours; and, if Spanish was the participant's first language, the participant had the option of being interviewed in Spanish (the researcher's native language). Two participants preferred to be interviewed in their first language; therefore, the interview protocol is included in English and Spanish (see Appendix B). Being interviewed in their first language helped the researcher build rapport with the participants. Having the option to be interviewed in Spanish established a common ground between the participant and the researcher (i.e. rapport) and, allowed the participant to be more at ease during the interview as they were having a conversation in the language they are fluent in, and it potentially decreased the likelihood of the researcher missing nuances or misinterpreting responses (Merriam and Tisdell, 2016; Taber, 2018). All interviews were transcribed using a transcription service for English and Spanish text.
The MLQ, also referred to in the literature as MLQ-5X, has been widely adopted by researchers (Sosik and Godshalk, 2000; Antonakis et al., 2003; Eagly et al., 2003; Toor and Ofori, 2009; Bligh et al., 2018; Gilbert and Kelloway, 2018) because its validity has been well assessed (Antonakis et al., 2003; Sosik and Godshalk, 2000). In addition, the MLQ includes two forms, the leader form and the rater form. The leader form is a self-assessment for leaders, whereas the rater form is completed by volunteers to assess their leaders. In order to make the MLQ accessible to participants, the questionnaire was set up in Qualtrics and administered to the participants after the interviews were finished. The intention in doing this was to use the interview to understand the participants’ thoughts on leadership without the influence of the content of the MLQ. Here, the leaders completed the leader self-rate form and the volunteers completed the rater form. The rater form includes the same statements but from a third person perspective.
Inter-rater reliability was carried out with a chemistry education researcher not involved in the design of the study. A set of randomly selected excerpts, from observations and interviews, and the descriptions for each code was sent to the other researcher. After coding the excerpts, these were compared to the main researcher's coding scheme to determine if the codes accurately represent the data. Whenever discrepancies happened, the researchers discussed the coding of excerpts until reaching an agreement.
The pilot study, presented as case one, was used to achieve interrater reliability to then use the same codes to analyze data for case two. Table 2 shows all codes used for data analysis, its description and examples of how codes are present in the data.
Code (abbreviation) | Description | How code is present in data |
---|---|---|
Idealized influence (attributed) (IIA) | Socialized charisma, whether the leader is perceived and viewed as confident, powerful, focusing on high-order ideals and ethics | * As absent/missed opportunity |
Idealized influence (behavior) (IIB) | The charismatic actions of the leader that are centered on values, beliefs and a sense of mission | * As absent/missed opportunity |
Inspirational motivation (IM) | The ways leaders energize their followers by viewing the future with optimism, stressing ambiguous goals, projecting an idealized vision, and communicating to followers that the vision is achievable | * As absent/missed opportunity |
Intellectual stimulation (IS) | Leader actions that appeal to the followers’ sense of logic and analysis by challenging followers to think creatively and find solutions to difficult problems | Interviewer: “Do you think the responses from the leaders or leader helped you figure out?” |
Participant: “Not really, but I think in that moment it was kind of the panic of like, “Oh, we changed the experiment, and now it's not working.” And then I think the one before that didn't work, so having the first experiments not work, I think there was just a little bit of panic going on and just like, “I don't know why it's not working, but let's move on.” So that's why I was trying to explain why it was happening and be like, “Well, even if this doesn't work,” I said, “Let's try it with the solids and see if it does anything different. Let's try the unknown.” Yeah. “What's baby powder made of?” That's what I was trying to figure out – would it have the same reaction? So just kind of approaching the problem and problem solving through it.” | ||
Individualized consideration (IC) | Leader behavior that contributes to follower satisfaction by advising, supporting and paying attention to the individual needs of follower, which allows them to develop and self-actualize | [In reference to having another leader explain experiments in event] |
Participant: “But I also want to give everyone the opportunity to learn and improve. Just because you're not good at something, doesn't mean that you have to stay not good at it forever. We can also work on that. So I try to give everyone an opportunity to step up and improve.” | ||
Contingent reward (CR) | Leaders behaviors focused on clarifying role and task requirements and providing followers with materials or psychological rewards contingent on the fulfillment of contractual obligations | [In reference to recruiting volunteers for event] |
Email communication: “[…] All materials will be provided along with a free T-shirt and pizza party […].” | ||
Management-by-exception, active (MBE-A) | Active vigilance of a leader whose goals is to ensure that standards are met | “[…] we (the board) had to basically choose time slots so that other volunteers could come pick up their materials. I interacted with them. It was just they tell me their name and what school they’re going to and I give them a bag. […] I come in, I fulfill my task, my job is done.” |
Management-by-exception, passive (MBE-P) | Leaders only intervene after noncompliance has occurred or when mistakes have already happened | “The issue is when you plan things so close to milestones, things become even more hectic. Because now you are not able to do your natural functions as part of this group. So a lot of us had to go and reach out to a lot of people outside the board to get the help we needed.” |
Laissez-faire (LF) | Leader provides no meaning or clarification of events for followers which is interpreted as lack of communication, undermining the follower's trust in the leader; characterized by delays of action, absence and indifference | Participant: “[…] they've (other leaders) been here before and they know what to expect. So I had expected them to give them more of an idea what to do or how to go about planning it, which I don't think they did it. So it was more of a kind of figuring out as you go along.” |
Absent/missed opportunity | Instance in which the participant displayed a specific behavior, but the volunteer expected a different behavior; or, the interaction presented an opportunity to display another behavior; or, the participant presented a different approach to a specific situation | “[…] what I think was even more helpful, they didn’t really talk about it until I specifically asked them, is what are the steps to take when you go to the school for people who’ve never been there. […] I was surprised at my first day because I was basically in charge of the classroom. I thought the teachers come and help you and are part of it. […] I was really worried for the undergrads who volunteered who didn’t really have much experience doing this.” |
Missed opportunity to display Individualized Consideration |
0.0 = not at all |
1.0 = once in a while |
2.0 = sometimes |
3.0 = fairly often |
4.0 = frequently, if not always |
As discussed in the section Guiding analytical framework of this manuscript, leaders with transformational behaviors tend to positively impact the organization and their followers, which is represented through the MLQ by scores close to 4.0 for items corresponding to IIA, IIB, IM, IS, and IC. Behaviors associated to transactional and laissez-faire leadership styles tend to have less of a positive impact on organizations. Therefore, MLQ scores close to 4.0 for items corresponding to CR, MBE-A, MBE-P and LF are interpreted as negative because it means the participant frequently or fairly often displays those behaviors. These ideas are better illustrated with the radial plot in Fig. 3. The data line shows an “ideal plot” or trendline, not to be interpreted as data from the study, based on the ideas presented in Fig. 2. The use of radial plots was specifically developed for this study to visualize the MLQ results and elicit trends.
Iris’ plot for self-rating shows a high score for behaviors associated with a transformational leadership style. Self-rating scores for the other behaviors were lower than the transformational behaviors. The raters’ scores for Iris are similar to the self-rate score for behaviors idealized influence, attribute and laissez-faire, which are at opposite sides of the spectrum. Raters assigned lower scores than Iris’ self-rate scores for most behaviors, except Management-by-Exception, passive (MBE-P). Altogether, the MLQ results indicate the volunteer–participants do not perceive Iris as the leader she believes she is in the context of doing chemistry outreach with the student organization under study. In contrast to the self-rate MLQ results, the behaviors identified throughout Iris’ interview were those associated with transactional and laissez-faire leadership styles. Iris did not display transformational behaviors frequently; hence, when considering what the FRLT stipulates about leadership behaviors and its associated outcomes, the Iris's MLQ results for outcomes were expected.
When it came to recruiting volunteers for the outreach event, Iris compared the current experience to experiences in undergrad: “… I feel back then it was a lot easier to wrangle volunteers because I knew everyone because they were all in my department. I already knew them because they were either in classes with me or worked in my friends’ lab. It was a lot smaller of a community. So, getting people to do things is a lot easier to negotiate because everyone knew each other already. […] Here, I don’t have that leverage anymore to get people to help. […] you’re just asking people to help out of the goodness of your heart.”
Iris then added: “… we get a t-shirt for the volunteers and food to get them to volunteer. That's what we leverage.” Iris acknowledged that, in a larger community, material incentives are the go-to for recruiting graduate students to help with the outreach event. While her statement supports Iris’ low rating of CR behavior, it is also a missed opportunity to display more transformational-like behaviors and explains the discrepancies between self-rate and raters’ results for behaviors associated to a transformational leadership style.
Iris acknowledged that communication between Outreach Committee members was poor. While this represents a laissez-faire behavior on behalf of other members and herself, Iris’ actions to solve issues arising from lack of communication and clarity aligned with some transformational behaviors. For example, the student organization: “… invites a university employee to come in the morning of the event and give a safety talk to the kids but they couldn’t do it that day. So, the night before I was like ‘Did anyone write up a safety talk?’ and I was informed ‘No, I was going to wing it.’ by (another leader) to which I responded ‘No, no, no; these are kids in a chemistry lab.’ So, we ended up showing them a short video on lab safety I found on YouTube.”
With her actions, Iris ensured standards were met which is associated to management-by-exception (active) (MBE-A). Another example is when Iris set up experiment stations, observed by the researcher on the day-of-event. Iris had to find materials in bins prepared by another leader and, in doing so, realized materials were mislabeled or missing. Iris displayed MBE-P behaviors by intervening in issues related to materials when mistakes had already happened.
Caitlin defines leadership as: “… a leader leads by example, and they shouldn’t ask anyone to do something that they’re not willing to do themselves. A leader, at the core of it, is an organizer that also has the ability to discern what everyone's specific talents are and put them to best use. […] It's just someone that steps up to run the show. […] I try to give everyone an opportunity to step up and improve. But, if things aren’t getting done, I will step in and do them.”
The radial plot comparing self-rate (solid line) and rater (dashed line) results for the MLQ is shown in Fig. 6 and 7. Except for IIA, the volunteer–participants rated Caitlin with lower scores than what she perceived herself.
Email communications, sent on behalf of Caitlin, were mainly an example of Contingent Reward (CR) behavior. Aside information pertaining the location and date of the event, the emails stated: “… Experiment materials and procedures will be provided along with a free T-shirt and either breakfast or lunch.…” These materials (i.e., food and shirt) were used as “rewards” to encourage graduate students to volunteer as facilitators of the outreach event. During their interview, volunteer–participants expressed they do not need these rewards to be motivated to participate in the organization's events: “[…] I see this event as an opportunity to contribute a little something to a person who might want to study science in the future. For them to realize ‘This is cool.’, for them to like it and want to pursue it. I don’t participate of these events because there's food or free t-shirts or anything of the sort. I wouldn’t have woken up at 7:30 am to do that. I did it because I want to do something positive for society.”
As thoroughly discussed in Santos-Díaz and Towns (2020), the facilitators volunteer for Girl Scout Day, and other outreach events, to be a role model to younger girls, to give back to the community and to contribute to the efforts of learning through outreach. The misalignment of what leaders think about their volunteers’ motivation versus the volunteers’ true motivation to participate in outreach is a leader's missed opportunity to exhibit transformational behaviors. These behaviors could have been Idealized Influence (behavior) (IIB) to have actions be centered on a sense of mission or Inspirational Motivation (IM) to energize the followers by communicating to them that their vision is achievable.
Caitlin displayed Individualized Consideration (IC) behaviors when she encouraged another leader to explain one of the experiments the Girl Scouts were doing: “… I want to give everyone the opportunity to learn and improve. Just because you're not good at something, doesn't mean that you have to stay not good at it forever. We can also work on that. I try to give everyone an opportunity to step up and improve. […] She was kind of on the side, not fully engaged, so I wanted to give her the chance to do that. I know that the talking and explaining is not the easiest for her, because she is a little bit more soft-spoken. So, I wanted to give her the chance to do that …”. Caitlin understood the other leader thought of the outreach event as a space for professional development to improve public speaking skills. However, interviews and observations explain the differences observed for Individual Consideration (IC) in Fig. 6.
According to MLQ results, Caitlin's leadership influenced the volunteer–participants’ effort to be more than expected (Fig. 7). Yet, based on interviews with volunteers, Caitlin missed opportunities to display more transformational behaviors throughout her interactions with the volunteers. One of these instances was Caitlin's short speech to the volunteers before the Girl Scouts arrived. In her speech, she stated the purpose of the event was to have fun and, in addition to telling the volunteers to not worry about things going wrong, she mentioned: “… Oh yeah, so we’re just rolling with it today. Okay? Just have fun. That's pretty much it.” Felicity, a first-time volunteer of Girl Scout Day, thought this speech was taking a different direction: “… I was hoping for clear instructions on what we were supposed to do. I was like ‘What the Heck? I don’t understand any of the things that we’re supposed to do today’. I think that before starting the event and before the audience arrived, they [the leaders] should have been like ‘Okay, we’re in charge of the event, this is what we have to do and this each person's role.’ Just give specific details about our roles.” Felicity had no idea of what to expect from the outreach event or what was her role in it, which comes from laissez-faire behaviors from Caitlin and other leaders. Paying attention to the individual needs of the follower (IC), energizing the followers by stressing ambiguous goals (IM) or being confident and focusing on high-order ideals (IIA) are some of the behaviors that could have been more readily implemented into the pre-event speech that could have helped first-time volunteers.
Cecilia's rater scores were lower than self-rate scores, except for idealized influence (attribute) and management by exception (passive). Contrary to what was found for the other leader participants, for Cecilia the difference between self-rate and rater score for each behavior is less than 1.0. This means Cecilia and the raters have similar perceptions about Cecilia's leadership styles, but the frequency of these behaviors was perceived as less by the volunteers. The MLQ reflects when, as part of the interview, Cecilia acknowledged: “… I wasn’t interested in competing for being perceived as the leader of the group. If I felt or noticed someone else wanted to, I would let them do that […] But also, for me it has been more difficult to adapt here or portray myself 100% as I was in my home country.…” This could also explain the difference in the outcomes of her behaviors compared to how she was perceived by volunteers.
Cecilia's highest self-rate behavior was Intellectual Stimulation (IS). Throughout the interview, Cecilia shared the following about not having a formal training session for facilitators of Girl Scout Day: “There wasn’t a specific week for us to train volunteers. I thought that was wrong, I think we should aim to have a detailed and in-depth discussion of the experiments with the volunteers.”
When describing prior science experiences, Cecilia said: “… When I was in science academy group, we had girls between 8–11 years old do hands-on experiments about relatively complex topics and the girls were able to complete the experiments. So, based on that experience I do think we’re not asking much of the girls [audience]. […] with outreach, we teach them [girls] how to think; they do the experiments, we ask questions and the girls come up with crazy ideas or more questions. Those type of questions I had never asked myself, but the girls do ask. That's why I don’t underestimate the girls here [USA, Girl Scouts], because they’re also capable of asking the same type of questions. Perhaps we just need a different system for that to happen, I don’t know.” Cecilia's perspectives about outreach events, which are informed by her participation in facilitating outreach events in her home country, explains why she thinks of herself as a leader who challenges followers to think creatively and find solutions to difficult problems.
Cecilia had extensive prior experience planning and leading outreach events. Part of the planning included meeting with volunteers prior to the event to instruct them on how to be a facilitator. According to observations the day of the outreach event, Cecilia took the initiative to hand out materials the volunteers needed and walked around the room checking on volunteers. When asked about these interactions, Cecilia clarified she checked on volunteers and their Girl Scout buddy in case they needed help because she was aware preparation for Girl Scout Day did not include training the volunteer facilitators. Taking the time to do this shows a form of Individualized Consideration (IC).
According to other leader–participants, the experiments guide for the day of the event was a group effort with Cecilia being the main lead on this task. The day before the outreach event, the organization shared via email the experiments guide with the volunteer facilitators which included explanations for each activity the Girl Scouts were expected to complete. This delay of action is associated with a laissez-faire leadership style and directly impacted how facilitators taught chemistry throughout the outreach event (i.e., brokering) and how the facilitators interacted with the Girl Scouts (i.e., interactions) as CoP boundary processes. Volunteer–participants mentioned the experiment guide was only slightly helpful for various reasons:
“Well, really, the board sent the experiment guide the day before. I tried to skim them, but I didn’t because I was busy with research. The next day, right before the event, I read it for 10 minutes […] I was lost because the guide they gave the girl scouts did not include the instructions for the experiments but the one they had sent did have the instructions. So, I didn’t think that helped much. […] Then, whenever the leaders were discussing the instructions it was really fast. I had to go online, find the instructions and then do the experiment with the girl. Sure, I didn’t prepare in advance, but I also wasn’t counting on the experiment guide not having the instructions. […] Having the instructions on the handout to be used the day of the event would have helped for when students ask questions or if you’re trying to explain things to different age groups …”. These statements on behalf of volunteer–participants highlight the importance of portraying behaviors associated to Individualized Consideration (IC) and Intellectual Stimulation (IS) but being absent/missed opportunities in this scenario.
According to the MLQ results, Thea and followers attributed behaviors associated with transformational leadership style. As part of the Outreach Committee, one of her initial tasks was to send email communications to the academic community to recruit volunteers/facilitators. Initial email communications stated: “… All materials will be provided along with a free t-shirt and a pizza party …” This is a form of Contingent Reward (CR), which explains why followers’ rating is higher than the self-rate.
An interesting finding is Thea's self-perception about having laissez-faire behaviors was rated as more frequent than what followers perceived. Throughout the interview, Thea expressed there was a plan set in place to start preparations for NCW months in advance: “NCW goes back to the summer. The purpose of the summer was to talk about our experiments, to trial these experiments and get things off the ground in the summer. This way, when the semester comes, then we don’t have to be so flooded with work and school. […] However, no one wants to meet over the summer. So, everyone decides to meet the first two weeks of school which is the most hectic time to meet. Because of that, we were late… we were early but late with getting experiments done. It was late on my approach of doing things, but it was early for what their usual is.…” According to Thea, she fulfilled many responsibilities not corresponding to her (or rather, meant to be distributed across four leaders) as a consequence of external factors pertaining other leaders (i.e., rigid research schedule, personal milestones, preparation for preliminary exams) impacting their commitment to the NCW event: “… The issue is when you plan the event so close to individuals’ milestones, things become even more hectic. Because now you are not able to do your natural functions as part of this group. A lot of us had to go and reach out to a lot of people outside the board to get the help we needed. […] I was the one in charge of recruiting volunteers, so I was the one sending out emails and talking back and forth to friends, students, staff and teachers to convince them to be volunteers. […] I was volunteering at other schools because the volunteers didn’t show up. If they don’t show up, I have to go to the schools… it was sad if those kids missed the experience. […] For the training workshops, we (leaders) signed up for days but it changed because of the time commitment to their milestones.”
This idea was also discussed by the other leader–participants. While for Thea the timeline shift in planning the event and not meeting that self-imposed expectation might represent laissez-faire behaviors, her actions represent more transformational-like behaviors and less laissez-faire.
In addition, Thea voiced other challenges she experienced with the preparation of the outreach event and discussed specific changes she would have implemented or things she would have done differently. When discussing the training provided to facilitators, Thea said: “… I would make sure that they (the facilitators) understand the purpose of the science. I would make it a real training session where we would go through the science first and then go through the projects.” Thea's concern for the facilitators explains the high self-rating for Individualized Consideration (IC) on the MLQ. However, these actions were just thought of rather than implemented, presenting a missed/absent opportunity to display a different behavior and a misalignment with the raters’ perceptions on Thea's IC behavior.
Among the group of leaders of the student organization, Thea was one of the leaders that responded when volunteer facilitators were not able to attend their selected classroom visit. During her interview, Thea described one her initial classroom visits: “When I walked in, I could tell that she was flustered, and she was scared. Another person was supposed to be her partner, but she was expecting that other person to be there to lead it (the event/visit). […] I could tell she was happy that I took over. I did that only for her, to help her calm down and be more comfortable with it because me and her talked about it outside the school. […] and she was so thankful because she wanted to volunteer and do it so badly. […] She was so happy I walked in. But when I saw her I was like, ‘You did a great job without me being here. If I wasn't here I know that you would still continue to do a great job’. […] I just want to give her little things off her back and help her calm down because it's a lot, standing in front of a whole lot of kids. […] She never interacted with kids before until that day, so it was even more scary for her. She didn't know if she could touch them or anything, so she was happy to see me do that, interact with them and be around them and stuff like that.” In responding specifically to the need of that facilitator, Thea displayed IC and the way she used charismatic and positive actions is an example of Idealized Influence, behavior (IIB).
When asked about a second visit, particularly about how Thea and another partner facilitator decided on leading the discussion at the school visit, Thea said: “Well, we got there and I asked her ‘Which part do you want to do?’ She was like ‘I don’t care.’ So, I asked again and when we were putting out materials in the classroom, my partner said ‘Okay I’ll do this and I’ll do this.’ To which I said ‘Cool, I’ll let you lead and then I’ll follow’ […] I gave them more leeway because I wanted them to have an experience talking to the kids.” This is another example of IC, because Thea's intentions were for her partner to acquire the experience in facilitating an outreach event, complemented by behaviors associated to Management-by-exception, active (MBE-A) because the interaction was limited to ensuring the task (i.e., explaining the demonstrations) was completed.
Both plots show that Shado's self-perceptions about her leadership behaviors and leadership outcomes were overestimated compared to followers’ perceptions. Shado had no direct role in planning the outreach event but she was one of the leaders that would fill in for others when necessary. For example, when describing how materials were distributed to volunteers, Shado said: “… the board had to sign up for time slots so that the other volunteers could come pick up their materials. It was just they tell me their name and what school they’re going to and I give them the materials. That was the extent of my interaction with them.” This represents a Management-by-exception, active (MBE-A) behavior.
Shado added: “… I do my job. I do it well. That's all. I will help if I could help when help is needed. But specifically, I do my role. […] I come in, I fulfill the task, my job is done.” This view on her position in the organization can be interpreted as displaying a form of Management-by-exception, passive (MBE-P) and MBE-A behaviors.
Shado addressed the topic of communication across leaders. Shado attributed the miscommunication to cultural differences, as discussed in Santos-Díaz and Towns (2020). When sharing her experience with communication within the board of the organization, Shado stated: “… I feel it got to the point where I don’t feel like the outreach committee wanted to do the job themselves anymore, so they needed help. There's four of them, there's one of me, there's one of each other position. Instead of trying to split their job among four… First of all, I feel targeted. Why me? You’ve got three other people who don’t have interactive roles. […] I thought they were trying to ditch their job to other people. And then, as the conversation escalated, I said in a professional and not disrespectful manner: ‘It's all about delivery’. If you want something done, nobody has a problem with helping anyone. But you can’t just dish it out as a dictator.”
Shado displayed Individualized Consideration (IC) actions as a result of identifying the delivery as part of the issue creating the miscommunication. In pointing out the issue, she allowed for other, individual leaders to develop and work towards improving communication skills. In attributing the miscommunication to cultural differences and acting on it, she (consciously or not, intentionally or not) was supporting other individuals who might have been experiencing the situation from the same perspective. The IC actions could explain the higher effectiveness rating when compared to the other leadership outcomes.
According to observations at the training sessions, the facilitators (mainly other graduate students) were encouraged to explain the chemistry behind experiments as “related to metals” and placed the responsibility on facilitators to research the explanations of each experiment. Instead of these occurrences, Shado shared: “I guess the purpose was to let us know what experiments we were actually doing and explain the experiments to us. I just feel they could’ve been a bit more thorough, a bit more in-depth. They read the guide to us. What was the point of me going there? […] I feel like we should’ve had a hands-on experience with the actual experiment. Because if I work with people on the experiment for the first time with the kids… if something goes wrong with them, yeah, we’re all scientists so we should be able to hypothesize how to fix it, but that doesn’t always happen.” Shado's self-rating for Intellectual Stimulation (IS) was higher than rater's score; and, this instance is an example of a missed opportunity to challenge volunteers to find creative solutions to potential complications arising from the demonstrations. While these ideas are reflective of IS, Shado was acting as a facilitator-in-training during the session so there was no explicit space and time for Shado to display these behaviors or put into action her ideas. Shado understood IS actions would have been of benefit to the volunteer facilitators, her position on the board did not allow for her to put into action her ways or ideas.
The lack of transformational-like behaviors explains Shado's MLQ results for outcomes, which is in alignment with what is presented in the FRLT. According to MLQ results, Shado's self-perception on adopting a Contingent Rewards (CR) behavior is frequent, if not always. However, no instances of CR displays were identified for Shado throughout the interview or observations. This was expected based on Shado's views on executing only the tasks associated to her position in the organization.
While Amanda was not part of the Outreach Committee within the board of the organization, she was still involved with tasks in preparation for the NCW event. This was Amanda's first year in the student organization and first time occupying a leadership position throughout her graduate program. When asked about expectations, Amanda stated: “… other board members have been here before, they have been part of the board before and they know what to expect of outreach events. So, I had expected them to give the outreach committee more of an idea of what to do or how to go about planning it, which I don’t think they did. It was kind of figuring out as you go along. Everybody was expecting you to just drop everything and do what they say.…” Both the actions of other leaders in not clarifying expectations and Amanda's inactions are characteristic of a laissez-fair style. There is a certain lack of communication and a level of indifference towards the situation around expectations.
Furthermore, this situation is an example that supports the argument that boundary objects and brokering are underdeveloped boundary processes in the student organization CoP. Amanda elaborated on the issue of miscommunication: “… I would have a plan the week before everything started. I know they have had their meetings, and they planned amongst themselves what they’re supposed to do… Regardless, when asking the rest of the board to help, they needed to make a plan and give us the schedule, what we need to do, when we need to do it. And a report or something we can all fill out what we’re needed for… Because, if you do it so late, we’re probably signed up for other responsibilities and it conflicts.” While imperfect, not communicating these ideas or acting on them were a missed opportunity for Amanda to present behaviors associated to a transactional or transformational leadership style.
A different situation shows how Amanda exhibited Individualized Consideration (IC) as a response to laissez-faire behavior on behalf of other leaders: “… the training session is the one time with volunteers they meet up. But that was really general. I think it was a demonstration of what they were supposed to do. And you could also see the lack of planning in that as well because it wasn’t done well. […] The demonstration was helpful but what I thought was even more helpful that they didn’t really talk about until I specifically asked them, is what are the steps to take when you go to the school for people who’ve never been there. Because I didn't know when you walk in, you have to sign in, talk with the person. And then, when you go to the classroom – which is also another thing that I was surprised at my first day was that you're basically in charge. I thought the teachers come, and help you, be part of it. But you were just there by yourself. And I was really worried for the undergrads who volunteered who didn't really have much experience doing this.…” There was a lack of instructions and guidance on behalf of the leaders to the volunteers-facilitators (i.e., laissez-faire) but Amanda's actions align with a transformational style. By expressing concerns for undergraduate students for who this was their first-time volunteering for National Chemistry Week outreach events, Amanda portrayed Individualized Consideration (IC).
Amanda portrayed Management-by-exception, passive (MBE-P) behaviors when distributing materials for the outreach events: “… I didn’t really have much input until they needed people to do the packing of the bags and stuff. That's when they started asking people to volunteer. […] I went because they didn’t finish the first time.…” Amanda intervened only when the leaders in charge of said task did not comply or were not able to complete the task in a timely and organized manner. Amanda also mentioned she recruited a colleague to volunteer as her partner by simply asking the colleague to do so; however, she might have employed actions associated to Idealized Influence, behavior (IIB) or Inspirational Motivation (IM) to do so, as suggested by the rating score difference between self- and rater (Fig. 14).
Similar to Thea and Shado, a frequently visited topic throughout Amanda's interview was communication across leaders: “… everybody was expecting you to just drop everything and do what they say, when they say. We can’t do that because we do have other responsibilities. […] We [other board members] are willing to help, but it's how you go about asking. […] some people talk in a really demanding way. If she wants somebody to do something, she says ‘I need you to do so-and-so’ rather than ‘could you do this for me?’. Then saying the rest of the board needs to step up and help. She didn’t ask us to do anything in the first place to say that we’re not doing our jobs. I was really annoyed by it and the way she spoke to us.…” Amanda attributed these miscommunication challenges to cultural differences. This is discussed in depth in Santos-Díaz and Towns (2020). Amanda identified this as a problem but displayed laissez-faire behaviors, given that it was another leader who addressed the communication problem. Amanda's self-perception on the Extra Effort outcome can be thought of as results of the overall instances in which Amanda displayed laissez-faire behavior.
The use of a questionnaire in leadership studies does not capture the dynamic process of leadership (Yukl, 2010). This limitation is addressed to some extent with data triangulation, as data from the other sources can better inform the leadership process that is described. Also, as with any other statistical measure, a larger sample is preferred over a small sample. While this presents a limitation for this study, it is important to note the results for the MLQ are not used for statistical purposes but as a complement to the qualitative data. The case study methodology has some inherent limitations to it, including the lack of transferability of findings to other settings and contexts (Baxter and Jack, 2008; Merriam and Tisdell, 2016). However, the results of this study can be used to inform leaders on the potential outcomes (favorable and not favorable) of specific behaviors for their outreach events. This is discussed further in the next section.
By only using some elements of the communities of practice framework as a lens, a limitation is introduced, since studying all the areas of student organizations as a CoP goes beyond the scope of the study. Lastly, it is not feasible to reach a full understanding on leadership dynamics in student organizations doing chemistry outreach because (1) it is impossible to capture every single leader–volunteer interaction between the planning and implementation stages of the outreach event and (2) as CoPs, the members decide what kind of leaders they need and when the community needs them, changing the leadership dynamics of the CoP.
Miscommunication among leaders and not being explicit with volunteers in terms of expectations indicates Boundary Objects is an underdeveloped process within the CoP in this study (i.e. graduate student organization). As presented in Santos-Díaz and Towns (2020), some instances of miscommunication are attributed to cultural differences and leaders’ lack of understanding of cross-cultural communication. In terms of communication, language was a barrier for facilitators to establish connections with the audience (i.e., Interactions) and for leaders to portray behaviors associated to a transformational leadership style.
Providing little to no direction to the volunteers/facilitators, associated to a laissez-faire style, affected the connections between the facilitator and the attendee (i.e., Interactions) because they were not clear on what the facilitators’ role was during the outreach event. This is particularly important when taking into consideration those facilitators with no prior outreach experience and those unfamiliar with the local culture and education system. A laissez-faire behavior can negatively impact their experiences and hinder the growth of the CoP. For the events presented in this study, facilitators heavily relied on prior experiences with science outreach events to make assumptions on what their role should be throughout the event. Furthermore, delayed actions, lack of communication and not paying attention to the individual needs of the volunteers did not facilitate Brokering and Interactions as boundary processes.
According to the findings, it seems Contingent Rewards (material rewards, such as pizza and t-shirts) is the predominant behavior that leaders adopt to recruit volunteers to act as facilitators of outreach events. However, none of the participants acknowledged these rewards as motivation for them to take part of chemistry outreach events. Participants alluded to ideas pertaining being role models, serving underrepresented communities and bringing fun science to kids as motivations to volunteer as facilitators of the outreach events.
For Girl Scout Day, there was no formal interaction to exchange knowledge on how to explain the chemistry concepts associated to the outreach event. Volunteer–participants explained the activities to the girl scouts using their own understanding of the concepts, which was never assessed for correctness by the leaders or anyone else in the organization. Even though the leaders for National Chemistry Week did plan a training session for the facilitators, the experience of participants was similar to that of Girl Scout Day. The purpose of understanding the science of the experiments and demonstrations was not achieved with the training session; the attendees simply got familiarized with what they were expected to present at the outreach event. Therefore, laissez-faire behaviors and a lack of behaviors associated to a Transformational leadership style on behalf of the leader–participants resulted in Brokering and Interactions being hindered.
Leaders in chemistry outreach, especially those who act as planners of the event, can adopt or keep displaying behaviors associated to a transformational leadership style to positively impact the outreach event and the student organization. For example, adopting Individualized Consideration (IC) behaviors can positively impact the brokering process; by understanding how facilitators explain chemistry or what their barriers are, the leaders can decide what is the best way to share knowledge with participants of the outreach event.
Considering participants in the context of this study did not address material rewards as the nature of their motivation to participate of chemistry outreach, leaders should instead adopt transformational behaviors to recruit volunteers by appealing to high-order ideals and what the volunteer values. An action that might portray such behaviors is using email communications and other interactions with volunteers to emphasize these ideals, the organization's values and the vision for the events individuals are volunteering for. In doing so, the leaders can focus efforts and resources on developing other aspects of the CoP instead of planning a pizza party for the volunteers, for example. This is not to imply there are no volunteers that are motivated by free food or other material rewards to participate in outreach events, but to encourage leaders to explore what truly motivates their volunteers or organization.
Another practice to adopt is to intentionally plan meetings before the outreach event to understand the volunteers’ experiences and how these can be used to plan events. While this might be more time-consuming than most outreach practices, it is an effort than can benefit both the volunteer and the organization as a CoP, especially if coordinators plan or meet with a specific purpose. Being aware and understanding the differences amongst members of an organization can influence the organization's performance (Robbins and Judge, 2016). By being more mindful about the facilitators’ needs, issues such as language being a barrier or having difficulties engaging the audience at events, can be more effectively addressed. The organization can adopt new practices coming from the facilitator's prior experiences in outreach and their educational background.
2. How do you see your role working with these volunteers/leaders?
3. Please tell me about your experiences carrying out outreach initiatives as a member of:
a. Other student organizations you have been part of.
b. Your current student organization.
4. What other experiences inform how you lead the outreach event or your volunteer?
5. What can you tell me about leadership?
a. What is leadership to you?
b. How do you “approach” being a leader?
6. If video recording is available:
a. How would you describe what you and your volunteer/leader are doing in this clip?
b. What were some challenges you had to face that day as a leader/volunteer?
7. Thinking back on what you think leadership is and how you approach being a leader, do you think you implemented your ways this day?
2. ¿Cómo visualizabas tu rol trabajando con los voluntarios/líderes?
3. Por favor, háblame de tus expereincias participando en iniciativas de outreach como miembro de:
a. Otras organizaciones estudiantiles de las cuales has sido parte.
b. Tu organización estudiantil actual.
4. ¿Cuáles otras experiencias informan la manera en que tú lideras un evento de outreach o los voluntarios?
5. ¿Qué me puedes decir de liderazgo?
a. ¿Qué es liderazgo para ti?
b. ¿Cómo tú exhibes tu liderazgo? ¿Cómo eres líder?
6. Si el video está disponible:
a. ¿Cómo describirias lo que tú y tu voluntario/líder están hacienda en este video?
b. ¿Cuáles fueron algunos retos que tuviste que enfrentar ese dia como líder/voluntario?
7. Teniendo en mente lo que tú piensas es liderazgo y como tú exhibes liderazgo, ¿crees que implementaste tu forma de ser líder ese dia?
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