Competency Documentation


3: Effective Organizer

3a: organizational development, management, and allocating resources

Scholarly/Philosophical Foundations (from IDP)
Required papers/coursework for Issues in Leadership Theory
Philosophical foundation for curriculum writing using 4MAT, backward design, cooperative learning (group process), and concepts from The Quality School.
Reflective paper: philosophy of organizational development, management, and allocating resources section, answering such questions as: What leadership skills were utilized in planning and implementing the projects listed above? Who are the authorities on the necessary skills for organizing, developing, and allocating resources? How did my work line up with accepted recommendations and practices in leadership? Did the final outcome meet or exceed expectations?

As a leader, I have organized and managed a number of projects, as is evidenced by the projects listed in this portfolio. As the leadership literature suggestions, "management" is more about "managing order, about organization and control" (Posner, 36), about "doing the right things" (Wren, 378). While there are those -even within my cohort - who may disagree, I believe there are times when an effective leader manages as well as leads. This competency, in fact, suggests that the leadership faculty see organization and management as essential parts of leadership. Within that context, the allocation of resources can become important to a leader as well, in that while generally not concerned with the actual accounting of the finances, he/she needs to be aware of the overall flow of funds in any given project for which he/she is responsible. While I did not find specific reference to a leader/manager being required to allocate resources, I did find many references to a leader/manager's need to have integrity (Wren, 129, 138; Yukl 187-88, 404-5; Posner 22-3). Integrity in finances is only logical, then, given the willingness of people to follow a leader they see as honest. No one wants to have their money squandered, and a good leader/manager will respect people's desire to be wise with their money based on the leader's integrity.

My experience with allocating resources has not always been successful. In working with my Easy Bake company, I realized that I had allowed my emotions (my desire to provide jobs for students who needed to help finance their Christian education) overtake my good judgment, and therefore my efforts to fulfill my purpose were eventually curtailed. I was too far in debt. I did not follow the advice of Tao Te Ching when he asked if a leader could "mediate emotional issues" (Wren, 70). Yes, it could be argued that I was not mediating anything, but I have realized that I was not able to be wise with my finances due to my overriding emotions about the purpose of the company. Therefore, my desire to help was diluted and eventually stopped. Posner speaks of emotions as being a positive thing for leaders (15), and I agree. However, a good leader also looks past "the short term, the Wall Street analysts, the quarterly statement, and the annual report" (15) to see the long term, future oriented vision. My long-term vision was to continue to create jobs for students, but my lack of attention to the quarterly statement eventually created the scenario where the vision had to die.

In the allocation of funds for the AE21 trip to Boston, I was very careful to spend the money of the students in a manner that demonstrated integrity. I checked all available options for each activity, for lodging and food, for transportation, and created a budget that was on target for being balanced and slightly ahead. At the last minute, one of our sites - who had even purchased their train tickets for their nine students to attend - decided that since their students couldn't seem to make their studies a priority, they could not attend the trip. While I applauded their commitment to academic excellence, their decision threw a monkey wrench into my budget plans for the trip. In the end, we were slightly over budget due to this unforeseen loss of expected income.

For additional reflections related to this competency, see the following:

Curriculum Design/including 4MAT (AE21 yearly curriculum)

Boston Trip

LEAD690: Organizational Change (Adventist LEAP)