UNIVERSITY OF VAASA FACULTY OF BUSINESS STUDIES DEPARTMENT OF MANAGEMENT Ksenia Sharapova MANAGING COOPERATION BETWEEN SCHOOLS: CAPACITY AND CONSTRAINTS A case study of Finnish and Russian schools Master’s Thesis in Management VAASA 2014 1 TABLE OF CONTENTS LIST OF FIGURES AND TABLES 7 ABSTRACT 9 1. INTRODUCTION 11 1.1. Background of the Study 11 1.2. Research Question 12 1.3. Structure of the Research 15 2. EDUCATIONAL MANAGEMENT, INTERSCHOOL COOPERATION AND FORMS OF COOPERATION IN THE EDUCATIONAL SECTOR 17 2.1. Educational Leadership and Management 17 2.2. Concept of cooperation 20 2.3. Reasons for interschool cooperation 22 2.4. Forms of Educational Cooperation 24 2.4.1. Team-teaching 25 2.4.2. Communities of practice 27 2.4.3. Collaborations 28 2.4.4. Online platforms and projects 31 2.4.5. Partnerships 33 2.5. Poles of Cooperation between Schools 36 3. RESEARCH DESIGN 40 3.1. Case Study as a Qualitative Research Strategy 40 3.2. Data Collection 42 3.2.1. Personal interviews 45 3.2.2. E-mail interviews 48 3.2.3. Documents 49 3.2.4. Data collection from textbooks, research papers and articles 51 3.3. Data Analysis 55 2 3 3.3.1. Essence of content analysis 55 3.3.2. Elements of content analysis 57 3.3.3. Qualitative content analysis 61 3.4. Quality of the Research 62 4. FINDINGS 67 4.1. Managerial and Leadership Tools for School Cooperation 67 4.1.1. Finding the right partner 68 4.1.2. Setting targets 70 4.1.3. Distribution of power: municipal authorities and schools, principals and teachers 72 4.1.4. Developing operational model 77 4.1.4.1. Challenges in cooperative procedures 79 4.1.4.2. Needs in cooperation of school of different levels 80 4.1.4.3. Development need of the education organiser 81 4.1.4.4. Knowledge needs of teachers 82 4.1.4.5. Business and work life needs that are laid into strategies 83 4.1.5. Inner work group 84 4.1.6. Communication: personal and virtual tools 86 4.1.7. Coordination/Monitoring 89 4.1.8. Analysis of the results 90 4.1.9. Experiences 93 4.1.10. Networking 93 4.2. Characteristics of Interschool Cooperation 94 4.2.1. Interschool cooperation as multi-directional flows 94 4.2.2. Interschool cooperation as a conversation 98 4.2.3. Interschool cooperation as a policy of the city 100 4.2.4. Interschool cooperation as a free-will endeavour 101 4.2.5. Interschool Cooperation as a part of everyday activities 103 4.2.6. Interschool cooperation as equality of conditions and possibilities while facing differences 104 4 5 4.2.7. Interschool cooperation as continuity 106 4.2.8. Interschool cooperation as learning through sharing 107 4.3. Challenges in Managing School Cooperation 110 4.3.1. Budgeting 111 4.3.2. No direct contact 112 4.3.3. Commitment 113 4.3.4. Time, schedules, delays 114 4.3.5. External events 117 4.3.6. Trust 118 4.3.7. Language problems 119 4.3.8. Allocation of roles and tasks 120 5. CONCLUSIONS 122 5.1. Findings in the Context of the School Leadership Principles in Finland and in Russia 122 5.2. Framework of Managing Interschool Cooperation 130 5.3. Contribution, Limitations and Possible Applications of the Research 134 REFERENCES 136 APPENDIX 1. Questions for the interviews 141 APPENDIX 2. An Example of a personal interview in Finland 144 APPENDIX 3. An Example of an email interview with Russian participants 146 6 7 LIST OF FIGURES AND TABLES FIGURES Figure1. Tripod of successful school management 18 Figure 2. Poles of cooperation 21 Figure 3. Cooperation through E-learning 33 Figure 4. Poles and dimensions of cooperation in the educational sector 39 Figure 5. Sources of evidence in data collection processes 44 Figure 6. The Flow of the Data Analysis 58 Figure 7. Operational model of cooperation with Russia 79 Figure 8. International cooperation as multi-directional flows 98 Figure 9. Cooperation in the project “Allegretto” 109 Figure 10. Sharing in Cooperation 110 Figure 11. Framework of managing cooperation in the educational sector 133 TABLES Table 1. Benefits of university cooperation through E-learning 32 Table 2. Personal Interviews 45 Table 3. E-mail Interviews 48 Table 4. Documentation on the project “Allegretto” 50 Table 5. Secondary sources 53 Table 6. Findings 67 8 9 ______________________________________________________________________ UNIVERSITY OF VAASA Faculty of Business Studies Author: Ksenia Sharapova Topic of the Thesis: Managing Cooperation between Schools: Capacity and Constraints. A case study of Finnish and Russian schools Name of the Supervisor: Niina Koivunen, Associate Professor, PhD Degree: Master of Science in Economics and Business Administration Department: Management Master’s Programme: International Business Year of Entering the University: 2011 Year of Completing the Thesis: 2014 Pages: 146 ______________________________________________________________________ ABSTRACT The present research studies inter-organisational cooperation in the educational sector from the managerial perspective. Generally cooperation between organisations is receiving much attention nowadays offering an opportunity of sharing experiences, breaking the vertical structures of organisations and engaging into horizontal endeavours and trying on new roles for improving work practices, acquiring new knowledge and increasing professionalism. This research concentrates on the educational sector as one of the most active sectors that emphasises the importance of cooperative activities. Often in the academic literature cooperation between organisations is described as having just positive influences. This research is to discover both capacities and challenges that organisations face in the process of cooperation, revealing features of interschool cooperation, tools of managing interschool cooperation and accompanying challenges constitute the problematic content of the research question. Theoretical background is formed out of the material on educational leadership, researches in the sphere of inter-organisational cooperation, the concept of poles of cooperation, interschool cooperation and forms of interschool cooperation. This research is a case study of the project on cooperation “Allegretto” that has been implemented between schools of Kouvola and St. Petersburg since 2011. Primary data were gathered from personal interviews with teachers and principals and representatives of municipal administration in Finland, email interviews with teachers from Russia and documentation on the project. Concept of poles of cooperation helps to create a framework for managing interschool cooperation that includes elements describing the capacity of interschool cooperation and challenges of interschool cooperation. The strategic dimensions describe the strategic capacities of schools, engaged in cooperation, while the issues presented as poles are not totally conflicting, but they contain contrasting essences that demand special attention from the management of cooperation. ______________________________________________________________________ KEYWORDS: Interschool Cooperation, Capacity of Interschool Cooperation, Challenges of Interschool Cooperation, Poles of Cooperation, Forms of Interschool Cooperation, Educational Leadership 10 11 1. INTRODUCTION The research is to discuss the problem of the inter-organisational cooperation in the educational sector. This chapter will introduce the research subject, explain the research question and discuss the research problems. It will explain the interest of the researcher in the studied area and the importance of the researched phenomenon in the contemporary managerial practices. 1.1. Background of the Study Andy Hargreaves and Dennis Shirley (2009) write about the so-called “Fourth Way” for schools. They enumerate the components of the successful formula of education that is explained by the demands the modern world is posing for the people. Among the main aspects of the Fourth Way are creativity and innovation, integration of actors, recognising the needs of the new generations, developing empathic and aware citizens of the world, removing the borders of the change implementation and cooperation between schools. In this research I would like to concentrate upon the latter issue. In the recent studies it was discussed that organisations started to build cooperative relationships with others even between different sectors and countries. The companies that engage in these relationships believe in numerous benefits. Inter-firm cooperation is regarded as a strategic move that is aimed at competing opportunities in the markets of today. (Nguen 2011, Ding, Dekker and Groot 2010, Walker and Stohl 2012) These researches demonstrate popularity of inter-organisational cooperation in different fields. Due to my personal interest in the educational sector I decided to consider cooperation between educational institutions. Cooperation between schools is an interesting phenomenon to be studied. It has different forms, it can be practiced at different levels: individual and organisational, it can be analysed from many perspectives: psychological perspective, effectiveness measurement perspective, leadership perspective, etc. 12 I have to admit that it was rather difficult to search for the appropriate literature on the main concept of the research - interschool cooperation - and to identify what other studies concentrate on. What I found was mainly literature on the school networking; exactly this concept has been popular in the academic literature of the last decade, both concerning firms and schools. (Wade 1995, de Lima 2008) However, I consider cooperation to be a much more suitable and deeper term to describe the actual activities of organisations undertaken to achieve mutual goals. I might admit that sometimes authors use the terms networking and cooperation as interchangeable (Walker and Stohl 2012), though I would like to make a difference between the terms, because if one can analyse networks through connectedness, centralisations and density, these dimensions will not say anything about the quality of cooperation and for cooperation activities other determining dimensions must be found. 1.2. Research Question Nowadays educational management is considered to be one of the main prerequisites of schools performance. It is well understood that not everything depends on the teachers’ efficiency in a classroom. The teachers’ role should be accompanied by the right skills of the school managers. (Bush 2008, p. xi) As Bush (2008), p. xi) justly mentions, more and more it is being discussed that having experience and knowledge in the teaching profession is not enough to become a successful and well-qualified educational leader. School leaders are to have special preparation and they are to be developed. Also in Finland the interest and understanding the importance of researching this sphere is growing. The first Master’s degree programme in Educational Leadership was launched in the university of Jyväskylä in 2007 (University of Jyväskylä n.d.). It means that importance of educational management as a field of study is increasing. In addition to the shifts in understanding where potential for school development lies, our time is very dynamic in its character. Macro-changes in the environment, in the distribution of power between countries, in the scheme of economic growth over the 13 world, in people, in lifestyles lead to changes in organising businesses and leading organisations. Educational organisations cannot be left behind. In that context, the work by Thrupp and Willmott (2003) was very important in order to make a link towards the key concept: inter-organisational cooperation in the educational sphere. Their work contains multiple articles that discuss changes in the management paradigms that made interschool cooperation become an important strategic undertaking. For the same purpose I turned to other sources that did not discuss educational sphere rather they discussed processes that relate to the sphere of multinational companies. However, as far as the same processes can be found in the educational sector, it allows drawing parallels and referencing the literature of this type as well. A very important source in this connection is Jamali’s “Changing management paradigms: implications for educational institutions” (2005) because this work expresses the concern about teamwork, participation and learning. Integration, collaboration are the key factors of the management, thus it explains the importance of the chosen research topic and justifies the research project. When talking about the Fourth Way proposed by Hargreaves and Shirley in 2009 one cannot unilaterally say that schools are going to follow that. According to several authors it is possible (Sahlberg 2011) and even desirable (Harris 2011), especially when talking about cooperation. Those who advocate for the cooperation in the educational sphere think that targeted and planned cooperation destroys isolation of schools as institutions and teachers as institutional actors. According to them cooperation discovers potential. (de Lima 2008) Ding, Dekker and Groot (2010) declare that cooperation between organisations is a hybrid governance structure, because it should take into account the horizontal markets and vertical hierarchies of organisations. Those hybrid structures are difficult to manage because the participating organisations have different routines, cultures and principles of work. That is why from the management perspective it is highly important to design the relevant control practices, to align the partners’ systems and to jointly coordinate. 14 As it was mentioned earlier cooperative practices are usually described through positive connotations as a voluntary strategic undertaking by organisations aiming at achieving better results. Still, being a complex phenomenon the school cooperation cannot be characterised through one-track approach. What is important is to see whether school cooperation contains both capacities and constraints. I will research peculiarities of managing school cooperation in the context of the Finnish school system. The research will cover such questions as why schools cooperate, what kind of objectives they follow, who are the main actors in the cooperation between schools and who manage them. The main research objective is to find out what are the capacities of educational organisation in cooperation and if there are any challenges in managing cooperation between educational organisations, if one can find a single formula for implementing cooperation. The process of cooperation between schools consists of several elements, and it is a complex and long-lasting movement. That is why it demands careful management. In order to understand the peculiarities of the certain case, one might consider peculiarities of educational management, principles of cooperation between schools in general, possible forms of cooperation. Implementation of the cooperation is possible only when all the actors have the right attitude towards it and contribute to the process in the best way. So, this means that the research is to find out what capacities and challenges might be traced in organising school cooperation taking into account the nature of school as an educational institute. The sub-problems of the research question can be defined as follows: 1. What features does management of cooperation between schools have? 2. How cooperation is managed? What are the tools and who are the driving forces of the process? 15 3. What challenges may be traced in the process of managing interschool cooperation? It means, that first of all, the research will make an attempt to have a closer look at the cooperation between schools in the context of one particular case study. The theory of educational organisation management has outlined several features and will be interesting how this influences school cooperation. It will be interesting to discover problematic areas as well as the ones that open up opportunities for school cooperation. This type of research is designed to give an idea to the practitioners about issues to consider while implementing educational cooperation. There would be made an attempt to create a model of managing school cooperation, made out of challenges and capacities. 1.3. Structure of the Research After introduction part that presents the research area, topic, objective of the research, including the research question and sub-problems that narrow down the research question, the research is structured in the traditional way having theoretical and practical parts. Theoretical part contains chapter 2. In this chapter based on the earlier introduced research question the main concepts are defined and are explained. The first section of chapter 2 discusses features of educational management and leadership in general. The second section concentrates on the concept of cooperation and introduces the concept of poles of cooperation that will be used later on for creating the framework of cooperation between educational organisations, in addition cooperation between educational organizations is discussed here in particular, including motives for cooperation and its forms. The third section starts creation of framework for inter-school cooperation based on the theory of poles of cooperation. The practical part of the research addresses the case study of cooperation between 16 schools of Kouvola and school №200 of St. Petersburg. Chapter 3 discusses research design: it starts with the choice of case study as a research strategy and justification of the choice. Processes of data collection and data analysis are described as well and it is explained how content analysis as a research technique for discovering similarities and differences in the answers of the interviewees and other texts that formed primary data for the research was applied and the quality of research is evaluated. Chapter 4 is the most prominent chapter because it presents the essential findings to the research question, using quotations from the primary sources. In Chapter 5 findings are validated through the use of secondary data and the background studies of Finnish and Russian school systems, the framework of inter-organisational cooperation is created in order to include strategic capacities and the possible constraints that are presented in the form of poles of cooperation and conclusions about scientific contribution of the research and limitations of the research are made. 17 2. EDUCATIONAL MANAGEMENT, INTER-SCHOOL COOPERATION AND FORMS OF COOPERATION IN THE EDUCATIONAL SECTOR This chapter can be considered as a theoretical basis for the research. The chapter discusses characteristics of educational management and leadership in general, because that will have a direct influence on management of cooperation between schools. It explains the concept of cooperation and introduces the theory of poles of cooperation. Further on inter-school cooperation and its forms are discussed in particular based on other researches in the sphere. As a conclusion, a framework of inter-school cooperation is initially created, for further refinement during the actual research. 2.1. Educational Leadership and Management The presented research problem allows distinguishing several conceptual areas within it. Educational management and leadership is the first basic element that is important to take into attention and this sphere has been deeply researched by different authors from different perspectives. Here it is worthy to note that actually in the academic literature there are differences in understanding the concepts of educational management. Some scholars understand it as implementing the confirmed policy, others pay attention to the right use of resources in order to achieve certain outcomes, or as a complex of internal life of institutions and their external relations with environment, i.e. government, communities, etc. (Bush 2008, 1-2). This probably also opens up the diversity of approaches towards studying and researching practices of managing schools. But on can see that all of the approaches have something that might be hold as important elements of one general definition. Bush (2008, 1) states that educational management is a field that studies operations of the educational organisations, the process of decision-making and goal setting in the educational context. For him the most important issue for an educational organisation is to be built around aims of education process, thus for a school manager the most 18 important issue is to see to achieving these goals. Thus, the tripod of the aims, strategy and operations will be the platform for successful management as it is shown in Figure 1. Figure 1. Tripod of Successful School Management (based on Bush 2008, 1) Of course, school managers should bear in mind that an educational institution cannot exist without its context: the community and the government. So, each institution should decide upon its aims in correspondence with the prescriptions of other forces. Still, without the initiatives of single managers and teachers there cannot be any changes, innovativeness and development toward better performance. That is another point for school managers to think over is how to combine both aspects that are vital in school operations. Publications that write about changes in the approaches towards management in general point to the following shifts: due to the drastic economic, social and technological changes organisations have to restructure their systems and practices of management. The classical strict managerial system that was based on hierarchies creates problems and inhibits development and competitiveness. Managers of today should become team developers, coaches and trainers and give their employees opportunities to discover their skills and talents, to show off their enthusiasm, innovativeness and creativity. (Jamali 2004) What is important for this particular research are the remarks by Jamali (2004) that management of the 21st century is to be based on the abilities to face and cope with Goals Operations Strategy 19 dynamics, on developing cooperation with different players, on widening networks, on creating partnerships and alliances. All mentioned above is possible to apply to the sphere of the educational management with the notice that government and communities’ prescriptions are very strong and should be taken into account against the background of huge shifts toward new managerialism. This term describes management practices of educational organisation of today and is the main topic of the literature review by Thrupp and Willmott under the title “Educational management in managerialist times” published in 2003. For example, Thrupp and Willmott (2003) reference Exworthy and Halford (1999) that show how earlier management of the public sector was characterised by such features as red-tape, inflexibility, strict control and focus on minimising costs, while managers of educational institutions of today pay attention to other directions: innovativeness, supporting creativity and sharing power. Flynn 1999 (in Thrupp 2003) mentions that the features of commercial organisation may be well transferred to the educational sector, for the latter is following similar aims: making progress, improving school, implementing changes by achieving better productivity, i.e. higher performance expressed in better results of students, more skilful and knowledgeable workers, fostering innovation, i.e. new teaching methods, developing cooperation between schools, distance learning models, appraisal techniques, etc., by generating commitment of the workforce, by managers’ freedom, i.e. not only implementing prescribed norms and systems, but having visions for the future, more flexibility and empowerment. In the educational management one might discover three discourses (Ball 1994 in Thrupp and Willmot 2003). I find this research very interesting and in spite of the date when it was fulfilled I would say that it is essential. First of all, educational management is about plans for school development and their implementation. This is the essence of the manager’s profession and it contains rational and technical managerial practices, it has nothing to do with vision, values or policy-making. The second discourse is about financial decisions in an educational organisation, i.e. planning budgets, doing balancing and seeing what educational opportunities can be 20 afforded financially. As one can see, those two discourses are the part of the traditional view on the school management. The third discourse adds to the old concept the feature that makes people talk about the “new managerialism”. It includes market orientation of any school organisation, attempts at differentiation and surviving competition, creating images and brands. This all creates a new function for the manager of an educational organisation: being an entrepreneur. This statement includes permanent school development, making the school desirable for pupils and pupils’ parents, improving the results, encouraging teachers and pupils, being flexible and hard-working. What is important for understanding the concept of educational management of today is to see that it is not only a technical activity that can be implemented by a professional in the educational sphere, but managerialism in educational sphere is to define a system of beliefs, values and to behave in education the same way as in business. (Clarke et al. 2000 in Thrupp and Willmott 2003, 22-25) In addition to that, based on other researches it is possible to talk about the forth discourse that is targeted nowadays: it is leadership that is based on building relationships with teachers, parents and communities (Bryck & Schneider 2002, Riehl 2000 in Ishimaru 2013) 2.2. Concept of Cooperation After studying the literature on the educational management in the recent years one can notice that mostly researchers speak about networking. The terms of cooperation and collaboration are mentioned but are not studied in the extent interschool networks are. For this report I would choose the approach towards networks as a broad general concept that means a system, or linkages between nodes, while cooperation would mean working together for common goals, taking true actions, assisting, i.e. concrete activities that take place in reality. In business literature moves towards more cooperative forms of organisational activities started already in the middle of the twentieth century when workplace programmes turned to teamwork as a way to innovate and to improve organisational efficiency, to 21 get access to missing resources, to cope with risks, to be more competitive in the markets (de Lima 2008; Ding, Dekker and Groot 2010). Similarly, in education moves towards inter-school cooperation have become a part of general policy. Many educational organisations became involved into new organisational forms regarding cooperation as a new strategy for changes. (de Lima 2008) Cooperation is a complex concept. This can be understood and studied on different levels: it can be cooperation between individuals, between groups, between organisations, between countries, etc. It has different forms and modes. Still, before transferring to the peculiarities of school practices one has to understand the key issues that concern the concept of cooperation. As European Council and European Commission (2000) justly mention, cooperation is difficult to implement in practice. Managing and organising cooperation is a challenging task. It involves many problematic areas that usually appear at the level of human relations and at the level of tasks fulfilment. Figure 2 depicts the so-called poles of Cooperation that cause the main impediments for smooth work in cooperation. Figure 2. Poles of cooperation (modified from Drs. A.P.R. Van Veen from Oomkes 1994 in European Commission 2000) The relational problems start with the basic individual needs that influence their work in team. Each individual wants to be part of the team, he/she wants to have influence on the team and wants to experience affection. Character of cooperation - its length, its profundity, its quality – influence on the way these needs are manifested in working Individual Structure Tasks Team Work in cooperation 22 together. The more the cooperation is important, the more the individuals will try to achieve their needs. Those who want more influence on the team will start to compete, those who lack influence and feel outsiders will try to draw attention to their persona. (European Commission 2000) Team pole challenges will concern the general atmosphere in the team by cooperation: lack of unity, heterogeneity of viewpoints, lack of contact, different understanding of objective and task processes, bad leadership, etc. (European Commission 2000) Challenges concerning implementation of tasks, first of all start with objectives. The way they are formulated, their importance, they clarity and precision influence cooperation. Clear and well-defined objectives open possibilities for clear measurement of the progress of cooperative processes. (European Commission 2000) To implement the tasks in cooperation individuals need structure as well: rules, ways of implementation, approaches and strategies, division of roles, power and control are important elements of the pole “Structure”. Each individual should be equally aware of those and accept them. (European Commission 2000) This explains that the main goal of cooperation management will be balancing between all these four forces and their interrelationship. Still, when cooperation is organised between different organisations there will be even more aspects to be taken account: that is the organisation, its culture and values, its goals and strategies. In addition to that if cooperation is done between educational institutions, then it is to be implemented within the framework of the governmental norms and communities’ programmes. That is why, the given formula of cooperation will be modified after discussing reasons and forms of cooperation. 2.3. Reasons for Interschool Cooperation It is interesting to understand why organisations and in the case of this particular study educational organisations start to cooperate. According to Nguen (2011) cooperation 23 may be explained through three levels: organisation, environment and the mediator. The research of Nguen (2011) was done for the companies but the results are suitable for other sectors as well. Under organisational set one may understand trust between organisations and the possible positive effect received from the cooperation, i.e. value of cooperation for the participants. What might be the results of cooperation is analysed and understood. The organisations have some expectations on that: they can make profit, learn something new and take other advantages. (Nguen 2011) According to Nguen (2011) environmental set means mainly governmental prescriptions. Inter-school cooperation is possible to foster through governmental regulations. For example according to Busher (1996) the educational reform in the UK in 1988 that introduced Local Management of Schools increased schools autonomy and introduced marketing forces in the educational sphere at the same time. As a result schools started to cooperate, in order to decrease the market forces effect in education, to reduce costs, to implement the national curriculum and to cope with the situation when the local authorities did not have the main role. (Nguen 2011) The mediator in this particular research means cooperation intention, the element taken from the Theory of Reasoned Action. This model explains that prior to any behaviour there is an intention to perform that particular action. Cooperative intention will simply mean the desire and readiness to engage into cooperation with others to achieve particular goals. What is important is to distinguish cooperative intention from the goals. Goals will be a part of the cooperative intention that contains preliminary knowledge and necessary information as well, and then transfers impetus towards cooperative behaviour. I would make a reservation here, that trust and positive effect of the cooperation would be a part of mediator. More suitable influencers of the organisational level will be organisational structure, organisational culture, organisational readiness to cooperation and possibilities of cooperation in terms of company vision, strategy and resources. 24 2.4. Forms of Educational Cooperation Cooperation between schools can take different forms and vary in its scope. Teachers can form small groups of colleagues to plan their lessons together or they can be engaged into bigger projects that would include thousands of teachers as for example. Schools can be involved into small arrangements of a couple of schools in the same municipal community or can become a part of international projects. Cooperation can take place between schools of the same level or it can involve institutions of comprehensive and higher education, educational authorities and communities. There is no uniform classification of the cooperation types in the literature. One of the approaches presented by Hodgkinson (1996) can be taken as a basis. The researcher distinguishes three types of inter-school cooperation according to their targets. The first one is cooperation related to curriculum or staff development. As it is justly mentioned this is the most frequent form used in practice and it is mainly based on the teachers sharing their expertise. Another type of cooperation is used to address administrative needs of schools. There are cases when schools share costs and timetables by having the same staff, for example support teachers that teach in all the cooperative schools. In the UK there were cases when cooperating schools created budget management group that involved school principals and secretaries or when several schools were situated in the same campus the principals were to cooperatively decide on the questions of organising and funding premises supervision and staff. (Hodgkinson 1996) The third type of school cooperation is about policy making. The principals can meet for policy consultation. This type of cooperation is closely connected to the educational sector specifics, i.e. its dependence upon the municipal, district and state policies. By this cooperation the head teachers can influence general practices: they can put pressure, they can lobby, debate and fight for changes. 25 In terms of cooperation it is interesting to see what kind of managerial methods are used to organise cooperation. According to de Lima (2008) cooperation can take the form of alliances, clusters, trusts, development groups, partnerships, families, etc. As it is justly mentioned often the terms are intertwined and can be used interchangeably. That is why, after studying several materials, there were found some forms that seem to be the most interesting. 2.4.1. Team-teaching Team-teaching is not a new phenomenon and is rather widely used as a cooperative tool. (Corbo 2010, Goetz 2000, Johnson and Madejski n.d., Leavitt 2006) It involves two or more teachers teaching different courses in developing a cross-disciplinary intervention that forms a basis for a new single learning module. The peculiarity of the module is that it allows studying scientific phenomena from various perspectives. According to those who have experienced team-teaching the process requires mutual accountability and responsibility. Trust and good working relationships are a must. But the achieved results are worthy of that. As far as it might be a new experience it involves excitement, as an opportunity to get away from usual routines and to refocus and re-energise working potential. (Corbo 2010) Team-teaching is possible to carry out within one institution and between different educational establishments. For this research, the second type of team-teaching is relevant. It can be realised through different techniques that will have their own peculiarities. For example, teachers can meet in order to share ideas and experiences and function independently, or they can create a common resource centre that will include lesson plans, text books, exercises and use them independently in their individual practices, or teachers can share planning, but instruct their own field of specialisation under the same course as it was described by Corbo (2010) From the school managers perspective there are several issues to think over when implementing this type of cooperation. Mostly, in the literature it is discussed that team- teaching cases were undertaken voluntarily. It means that administration cannot force 26 teachers to collaborate, though it could encourage them, motivate and give direction for instigating the idea of team-teaching. (Goetz 2000, Corbo 2010, Johnson and Madejski n.d) Another challenge of the administrative character will be to make the smooth timetable so that team meetings would be organised in time before the lessons or sessions, where teachers could use newly got resources. Generally to find free time for the meetings can be difficult: flexibility that is to be a platform for any mode of team-teaching is not usually available in the educational organisation due to the peculiarities of the educational management that were discussed. It is vital because some researchers report failures of team-teaching projects because of the bad scheduling. (Goetz 2000, Johnson and Madejski n.d.) The most important issue for the team-teaching management will be finding the right participants. It goes without saying that differences in the approaches and teachers’ philosophies might be a challenge to overcome in the process. On one hand similarities might make the process of cooperation easier, still differences might make the experience and the results more diverse. That is why it is advisable that the participants can choose one another. (Goetz 2000) Rather often there can be found the following complaints of the partners: lack of devotion from one of the partners, no support and suspicious attitude from other colleagues that were not participating in the team- teaching projects. A very important issue to consider before starting team teaching projects is planning. Team teaching projects should be in line with the educational programmes, relationships between teachers should be developed beforehand, the time framework, targets, the material to be dealt with, organisation of the classroom activities, etc. And then later on the process should be followed up, problems should be analysed and ways of solving these problems should be thought over. (Cabo 2010, Goetz 2000, Johnson and Madejski n.d.) 27 After having a look on the usual problems in team-teaching one can understand how challenging and sensitive this form of cooperation is, because mainly it involves two individuals that are to enter new relationships and to organise common professional projects. 2.4.2. Communities of practice Bouchamma and Michaud (2010) studied a community of practice in the educational context that was organised in the province of New Brunswick in Canada with an aim to improve processes of teacher evaluation and supervision. Analysing the community of practice the researchers explain that learning is the central process that is possible through interactions between participants and through their common practices. Within the communities of practice experiences are shared and common knowledge is constructed in cooperation that in the end allows participants being more effective in their work duties. (Bouchamma & Michaud 2010) Communities of practice are suitable for the educational sphere. As it was mentioned earlier authorities and the governmental prescriptions influence schools and their management. School reforms are introduced on a regular basis and with the dynamics of the contemporary world schools should be ready to answer these changes quickly. Development activities are possible through creation of communities of practice because they make it possible to find solutions in a cooperative way and thus be more efficient in the complex situations, they also open doors to creativity and discovering new approaches. (Bouchamma & Michaud 2010) In the school practices communities of practice may be used at different levels including teachers and school principals. Communities of practice are important from the strategic point of view and are used to achieve different targets: either to develop the staff professionally, to acquire new knowledge, to improve relations between the staff and improve quality of teaching. (Bouchamma & Michaud 2010) 28 Bouchamma & Michaud’s research (2010) studied the community of practice of teacher supervisors to help them in their new task of teacher evaluators. Community of practice session took place during two years and the researchers interviewed the participants twice during this period. Among the participants there were primary school principals, vice-principals and high school department heads. After the interviews the researchers found out the following benefits of this cooperation management tool. First of all, informal character of the meetings and everyone’s opportunity to train others was beneficial to incite participation. The discussions were not only about positive experiences, but about challenges and difficult situations as well: this allowed learning even more, because the members of the community discussed possible solutions for numerous problems. As far as the topic of the Community of Practice was teacher supervision participants realised the importance of supervising and its complexity, they did understand how much effort and time they should devote to that. (Bouchamma & Michaud 2010) There might be some doubts that everything stops after the community of practice stops to exist and the members would never remember the content they learnt and discussed with their peers. Still, in this particular case the knowledge got and shared in the Community of Practice was retained, it was taken into the future. It was found out that community of Practice helps to overcome the feeling of isolation; the person is not alone in his/her workplace with his/her expertise any more and more self-confidence is acquired in the process. It goes without saying that in the Community of Practice the atmosphere of listening and trust, the activities of sharing allow comparing. Comparing with others rather than what the person does brings better results, new ideas, more thorough analysis. (Bouchamma & Michaud 2010) 2.4.3. Collaborations This type of cooperation is not mentioned in the literature about educational institutions; still I would like to transfer theories of collaborations between MNEs to the educational organisations. According to Walker and Stohl (2012) economic changes make companies work together, i.e. form collaborations across different sectors and countries. 29 The researchers give an example of collaboration between engineering firms and discuss peculiarities of communication process. Beside that they explain the concept of collaboration and how it can be utilised by the management. The phenomenon discussed by Walker and Stohl (2012) may be well transferred to the sphere of schools. They justly mention that in the world of today boundaries between organisations are becoming vague because of the need to quickly adapt to the changes and dynamics. School systems are changing together with the world and are following the same rules. These dynamics make organisations develop relationships with others in order to have more confidence, get new knowledge, acquire resources and work on mutual benefits. According to the researchers Walker and Stohl (2010) interorganisational collaborations can be defined as creating and supporting through negotiations the structure that is born across organisational boundaries for a certain period of time. The structure involves representatives of the organisations with different abilities, among which resources, expertise and knowledge first of all that remain their autonomies and bear their individual goals while working toward innovative results equally important for the participants. It means that the main features of collaboration are their temporary character, complexity and dynamics, volatility of the relations and no hierarchy. It means that collaborations seem to be similar to communities of practice. For me it was difficult to distinguish collaborations and communities of practice based on the researches by Bouchamma and Michaud (2010) and Walker and Stohl (2010). Still, collaborations can be regarded as much wider phenomena, including joint ventures, participatory federations, etc. Walker and Stohl (2010) find special interest in the temporary groups because they are focused on the task-related production and their management should see these specifics in comparison with the long-term, ongoing teams. In addition to that, I understand that in collaborations work in cooperation is more intense and has more evident, outstanding results than in communities of practices. 30 Walker and Stohl (2010) analysed collaborative groups of the type discussed earlier and paid attention to the following issues. First of all, their research proved the so-called volatility of the relations in the collaborations: it means that within collaborations there happened changes constantly: participants made and broke connections with others continuously. Reciprocity is an important characteristic of the relations within the collaborative group. This might explain the changes in the connections, i.e. they are restructured within collaborations depending on the task and resource linkages. The participants communicate with those whom they need for a certain task fulfilment. In addition to that collaborations might be non-hierarchical because initially created decentralised collaborative structures are based on the horizontal responsibilities. Exactly those features as non-hierarchical and volatile connections allow collaborations being flexible and respond to the uncertain environment across the organisational boundaries. Researchers noticed that relationships in the collaborations develop based on task and specialisation, not on personalities and shared experiences because in the temporary collaborations participants implement tasks, i.e. depersonalised roles and through that trust becomes depersonalised. (Walker and Stohl 2010) Walker and Stohl (2010) develop ideas into hints for management in terms of organising the collaborations. What is important is to think about factors that influence whether the collaboration succeeds or fails. Will the routine forms of interaction be helpful or cause failure? Are instability and dynamism crucial for the success? As far as collaborations are created for achieving innovative solutions then probably tools of their management might be innovative as well. It goes without saying, that collaborations need to be responsively analysed, if they are used then the process of the development in the collaborations must be followed up and ways of measurement investigated and introduced into practice. As far as Bouchama and Michaud (2010) that studied communities of practice emphasised mostly positive effects of this type of cooperation, I included Walker and Stohl’s (2010) point of view on collaborations that revealed the challenging sides of the cooperative process. 31 2.4.4. Online platforms and projects Information technologies are breaking barriers and formalities in the current social structures. They are a must have for any professional nowadays and they are widespread all around the world making communication outside the classroom and the school walls possible. (Mateo, del Rey and Hernández 2010) With the available World Wide Web tools can be easily used to support and organise cooperative work in the educational sphere. Klöckner (2002), for example, discusses the Internet platform that creates a shared workspace for those who cooperate. They use the term “workspace” in relation to the real life personal workspace where the person keeps all the necessary documents and materials. In case of shared workspace, cooperative members all have access to this and can save own documents and access others’ materials, communicate through online conversations. Advantages of WWW platform are evident: collaborative information sharing is plausible, the system requires only internet connection and can be used by nearly any operating system and the system is easy to use. Members can upload information from their computers and can control access towards their materials: either they will allow visibility for everyone or they will limit the circle of those who can see the photos, videos, text documents, spread sheets, links, etc. The particular platform worked out at Fraunhofer Institute for Applied Information Technology, known under the name Basic Support for Cooperative Work was used by 400 educational institutes by 2002. (Klöckner 2002) Another well-known tool is e-Learning and this is the most frequent tool that relates IT and education. Mostly this tool is used for education purposes in developed countries. Still, Mateo, del Rey and Hernández (2010) analyse methodology of using e-Learning as part of the university development cooperation in the Third World educational institutions. The idea is that e-Learning is a good tool for developing countries to overcome different obstacles to education. For example, shortage of teachers or lack of 32 training of the available faculty members can be solved through e-Learning projects. I will present the benefits of the university cooperation through e-Learning in Table 1. Table 1. Benefits of university cooperation through e-Learning (based on Mateo, del Rey & Hernández 2010) Universities in developed countries Universities in developing countries Increased student motivation Improved teaching materials Better quality of student training Expansion of knowledge Student are involved into development of society Transferring knowledge to the third groups The researchers turned to the concrete case of cooperation between the Universidad Poitécnica de Madrid and the University of Ngozi in Burundi. For that project the Technology for Development and Cooperation cooperation group that included qualified specialists in higher education and research on development was created in order to monitor, coordinate and manage the project. The cooperation group created Moodle platform (learning for cooperation and development platform) that was adapted for developing countries. Figure 4 describes functions of the main actors in the cooperation. 33 Figure 3. Cooperation through e-Learning (based on Mateo, del Rey & Hernández 2010) What is important in this type of projects is to lessen interaction between the Professor from the developed country university and the local students in order to support and increase the proficiency of the local Professor. After the cooperation between the Spanish university and the one from Burundi there was noticed an increase in the education efficiency rate, the amount of students that dropped courses was decreased and the targets that were set in the beginning: competency development of students from different perspectives, such as professional, social, technological, cultural and linguistic, was achieved, motivation was increased and technology transfer was implemented. (Mateo, del Rey & Hernández 2010) 2.4.5. Partnerships Partnership as a form of cooperation in the educational sector is becoming more popular because of the belief that working together organisations can achieve better results (Butcher et al. 2011). Partnerships are suitable for the educational context: schools are individual and responsible organisations that are to provide better results in terms of Professor from the developed country university - starts the project - manages its development -supervises students -evaluates Professor from the developing country university -manages course contents for the local university -answers questions -extends content -schedules the course and executes -reports on the user-level technical issues Students from the developed country university -assimilate knowledge -develop course contents (together with the Professor) Students from the developing country univeristy -get access ti new knowledge -get better technology skills e-Learning platform (Moodle) 34 student learning outcomes, better school performance during the national assessment exams while it is expected that schools are to demonstrate more active community engagement. Butcher et al. (2011) in their research outline two major forms of partnerships: transactional and transformational. The first type describes partnerships that do not generate changes in the institutions: a school may need new expertise, ways of development, some review of teaching practices and they access another school to find those. Interaction happens but stays at the level of exchange. It means that both parties engaging in the partnership are following their individual goals that are achieved through interchange of the considerations. Another type of partnerships that Butcher et al. (2011) talk about is called transformational. This partnership is built by schools that have the common goals and through their cooperative work they develop and change. At that point I would like to make a remark that any partnership being a form of cooperation is built on the mutual interests between the parties. As I understand it, partnerships are mainly long-term, participants share capacities and resources and parties are being modified in the partnership activities. I would regard that classification into transactional and transformational partnerships rather critically, because I would find the features the researchers prescribe to the transformational partnerships to be characteristic for partnerships as a form of cooperation in general. In their research Butcher et al. (2011) study the partnership of the Australian Catholic University and the Parramatta Catholic Education Office. For the period of 15 years the partnership was developing different initiatives. The cooperative projects of the schools included joint graduate and postgraduate courses, joint staff meetings joint efforts in overseas capacity development, a refugee support programme and joint research undertakings. For example, they organised a teaching-learning consortium, a programme within which undergraduate teacher education students were placed in the Parramatta Catholic schools for a semester in order to implement projects, observe and reflect. This measure was beneficial for both parties because university students could 35 gain important experiences while the Parramatta Catholic school teachers received help while managing their classes. Another project within the framework of cooperation was called University Pathways programme that was about creating a link between schools and the university in order to make a university degree more attractive for the high school students. This programme gave an opportunity to complete two courses from the university level that would be accredited in their high school study programmes and they have two completed academic units in case of entering the university after high school. Establishing this programme the organisations managed to provide continuity in education. (Butcher et al. 2011) The discussed projects that were fulfilled in the long run were possible in the well- established continuous relationships. Based on the case study of the Australian Catholic University and the Parramatta Catholic Education system Butcher et al. (2011) figured out the key characteristics of such partnerships. The first one is existence of the shared purposes and the mutual benefits should be understood at all the levels of the partnership: organisational and individual, overall partnership process and single projects. Another principle of the partnership management is joint planning and collaborative leading and this means that each partner influences not only his own organisation but the other as well and this will be expressed not only in discussing together the main issues but in active influences on the results from both sides. As it was mentioned earlier speaking about other forms of cooperation: trust is one of the main prerequisites of the successful partnership. Butcher et al. (2011) mention that as well and notice that from the managerial perspective it is important to make sure that members can work with one another and informal meetings together with the formal ones might be one of the tools to develop atmosphere of trust. Butcher et al. (2011) name appropriateness of the resources as one of the partnership principles. In my opinion the question of resources is one of the central parts of partnership management. Resources in terms of the school cooperation mean both 36 financial and human resources for implementation of the initiatives under the umbrella of a partnership. Each single project in the framework of the partnership cannot be implemented if resources are not sufficient and equally ensured by the partners. Equality will be a very important issue, because if the resources are not allocated equally then honesty, trust and mutual benefits will suffer. Last but not least is readiness to change. Each project undertaken within the partnership is planned with an aim of development, growth and creation of new knowledge. Those are possible when participants of the projects learn something new and develop professionally and willingness to learn in on the individual level is the key determinant for the development of each partner and the partnership organisation on the whole. (Butcher et al. 2011) It goes without saying there are other forms of interschool cooperation as well. For example in the UK of 1980s-1990s there were numerous families or clusters of schools. The term family is used because the cooperation of this type includes a secondary school and a primary school as its feeder. Those families of schools may be established to support and improve pupil transfer, to develop records of achievement and to develop curriculum and stuff. The terms reflect the essence of such cooperation: allocation of power is not equal. Usually secondary schools dominate the primary schools and have bigger budgets that allow them to subsidise inter-school cooperation. (Busher 1996) The terminology and typology may depend on the researcher as well. 2.5. Poles of Cooperation between Schools After discussion of all the forms that I included into the work, it is evident that managing school cooperation is very challenging. In all the researches it was particularly mentioned what issues might be held in mind while managing the intershool cooperation. In spite of the fact different forms of cooperation are implemented in order to make school functioning more efficient and achieve better results there are always 37 impediments that hamper implementation and long-term positive effects of school cooperation. My intention now will be to continue ideas about poles of cooperation (Van Veen from Oomkes 1994 in European Commission 2000), to add up issues to the discussed theory and specify that for the educational sector. As it was mentioned earlier cooperation has the following poles: individual and team that have challenges concerning the dimension relations, objectives and structure that have challenges concerning the dimension of tasks. Following the same logic and based on the analysis of the discussed researches I would outline the following poles. A very important issue in cooperation is motivation. Poles related to that issue would be environment on one hand and collaborative intent. Under environment I will understand educational system, authorities, community, educational laws and norms. When cooperation is undertaken between educational institutions, it is to be implemented within the framework of the governmental norms and community programmes that might either help or hinder cooperation. Another pole related to motivation will be collaborative intent. The term was taken from Nguen (2011) that researched reasons of inter-organisational cooperation. Into this term, I will include the expected benefit from cooperation, trust between the cooperative partners both on the individual and organisational level, voluntary actions towards cooperation. Why can those issues be regarded as poles? It is not always so that the environment has the same motives and intents for cooperation as the doers within the organisation. At the same time, if schools independently decide to cooperate, there is no guarantee that those tries will succeed without the environmental conditions. Another dimension of cooperation will be sharing, as it was mentioned by researches, discussing different types of interschool-cooperation (Bouchama and Michaud 2010, Klöckner 2002, Hodkinson 1996). Poles that concern this dimension will be organisation and non-hierarchy. What I mean under organisation is the structure of the educational organisation, its culture, strategy and administration, including scheduling and time allocation. Non-hierarchy that was mentioned by Walker and Stohl (2010) in 38 their discussion of collaboration is another pole in this dimension, because this idea can be justly transferred to other types of interschool cooperation. Sharing runs more smoothly if the traditional hierarchical structure is broken. If partners that have the same position in their own organisations start to cooperate, no one would agree to be a subordinate of the other. Participants of cooperation start to fulfil horizontal responsibilities where hierarchical structures make no sense. Definitely, those poles do contrast each other, because organisation means certain traditional and sometimes bureaucratic leadership structures, while non-hierarchy principle is breaks them. Another dimension of cooperation in educational sphere will be continuity that was touched upon by Bouchama and Michaud (2010) in their discussion of communities of practice and Butcher et al. (2011) describing development of partnerships. Even if the projects are seldom and do not target development of deep relations and formation of mergers, still continuity can be traced in terms of the results got from cooperation and the developed relationships between participants. The two poles suitable for these dimensions will be: timeframe and resources. Timeframe means the planned schedule for the cooperation: temporal or long-time. Resources are crucial for any cooperation including both financial and human resources. The question to bear in mind will be if the resources volume and their suitability are checked and taken into consideration for implementation of cooperative practices (Butcher et al. 2011). Those poles contrast in case when finance or availability of participants conflict with the time planned for implementation and continuity might be achieved only when harmony is reached between the planned timeframe and the resources. Efficiency is another dimension for cooperation between schools and that covers the actual results achieved or missed in cooperation. On one pole I will place a joint action. Participation, mutual responsibility, implementing actual work-together operations and not only discussing them is meant here, importance of every single person in the process (Mateo, del Rey and Hernández 2010; Corbo 2010; Butcher et al. 2011). On another pole there will be quality of cooperation. Under this term I will include creativity, new solutions, development of new practices, comparison and crossing over differences, readiness to changes and something new (Bouchama and Michaud 2010; 39 Mateo, del Rey and Hernández 2010; Butcher et al. 2011). Those issues are placed as poles, because joint-action is focused upon the processes and quality reflects the results. Individual Structure Environment Organisation Resources Joint Action Relations Tasks Motivation Cooperation Sharing Continuity Efficiency Team Objectives Collaborative Intent Non-hierarchy Timeframe Quality Figure 4. Poles and dimensions of cooperation in the educational sector Figure 4 depicts the ideas discussed above. This representation of interschool cooperation gives a broader view upon the phenomenon. This figure reflects first of all dimensions of cooperation that characterise cooperation between schools as a positive undertaking, as a capacity for development, because those dimensions were determined from the sources discussing interschool cooperation from the beneficial perspective. Poles of cooperation underpin the deeper levels of the problematic areas and point to plausible constraints that interschool cooperation might cause. This framework will be used to identify the processes in real-life in the context of one case study: interschool cooperation between a Russian school, school 200 of St.Petersburg and three schools of Kouvola region: Kirkonkylä school, Valkeala junior high school and Valkeala upper secondary school. 40 3. RESEARCH DESIGN This chapter explains issues concerning methodology of the research, including the choice of the research strategy and justification of the choice, describes data collection process and the main sources of the data, reveals how data analysis was implemented using content analysis as a technique and evaluates quality of the research. 3.1. Case Study as a Qualitative Research Strategy For this research case study research strategy was chosen. First of all, the strategy belongs to the qualitative methods that is why it is necessary to discuss characteristics of qualitative methods in general. After that peculiarities of the case study strategy will be explained. The qualitative research allows access to real-world data, to empirical information; it provides “pluralisation of life” (Flick 2009, 12) with its attention to diversity, individualisation, to something local, temporal, situational; it gives an opportunity to investigate, to try to understand and get meaningful features of the complex real-life events. (Gummesson 2000, 14; Flick 2009, 12; Yin 2003, 2) According to Flick (2009, 15) the object of the study makes researchers choose qualitative methods. Significantly objects are not represented through single variables but are studied in their whole, including contexts of the phenomena and situational shades. Openness towards the research objects is a characteristic feature of the qualitative methods. (Flick 2009, 15) Because of the features discussed earlier and the goal of the qualitative research that is not to check existing theories but to develop and discover new theories, validity of the research is understood differently than in the quantitative studies. As Flick (2009, 15) justly mentions validity of qualitative studies is understood through reference to the objects of the research: whether findings are embedded in the empirical set, whether 41 theories are appropriately chosen, whether data are relevant and whether proceedings are reflexive. Another feature of the qualitative research is the variety of perspectives, i.e. how different actors understand the studied phenomenon. The qualitative research allows revealing the subjective meanings of the research object, research participants’ knowledge about the object and their practices with that. (Flick 2009, 16) This variety of viewpoints allows the development of the new theories that qualitative methods usually result in. (Flick 2009 p. 17 ; Ghauri and GrØnhaug 2010, p.106) The qualitative methods presuppose researcher’s reflective analysis of the data. The researcher’s communication with the object and his/her interpretation of the data becomes an integral part of the knowledge and the research process. (Flick 2009, 16) The subjectivity of those who are studied and the researcher causes criticism about qualitative methods, but at the same time this gives the richness and deeper spectrum of the data. In general the logic behind qualitative methods runs as follows: subjective perspectives constitute a starting moment. After that follows a course of interactions and then the researcher makes conclusions and with that creates new theoretical structures. That explains why researchers face numerous challenges and why a lot depends on the researcher’s skills and experiences. Abilities of abstract thinking, avoiding bias, developing theoretical preunderstadning and social sensitivity are a few skills to be applied by implementing qualitative research. (Flick 2009, 16-17; Ghauri and GrØnhaug 2010, 105) Case study research in particular is a very popular qualitative method in business studies. Yin (2003, 14) defines case study as a research strategy of a full value, because it includes design, data collection techniques and data analysis peculiarities of its own. Case study research that will discuss the certain management situation will include gathering information through in-depth semi-structured personal interviews as well as documents of the organisations in question. What is important is to get enough 42 information in order to explain and to analyse the processes of the studied situation and in the end to draw integrative interpretation (Selltiz et al. 1976 in Ghauri and GrØnhaug 2010, 109). According to Yin (2003, 13) case study research is suitable when contextual conditions influence the phenomenon of the study. This is exactly the case of interschool cooperation when there are certain contexts of the schools participating in cooperation, the communities and the state school systems. Results of case study research may be general in their character, discussing a single case or a number of cases and coming to conclusions that might be applicable at the level of wider field of knowledge; or the results may be specific, discovering peculiarities of a case that incites special interest. (Gummesson 2000, 84; Yin 2003, 16) The choice of the case study depends much on the researcher’s approach towards the research question, on the researcher’s objectives: what he/she wants to receive as a result of the study. In my opinion one case study may perform different functions. For example, before explanations are done, there should precede some descriptions. Those characteristics explain suitability of case study for the research questions of the given work. There is no need in statistical methods and other quantification procedures. What is interesting is to see the details of the concrete case of interschool cooperation between schools of Kouvola (Kirkonkylä basic school, Valkeala junior high school and Valkeala upper secondary school) and school 200 of St. Petersburg, find out its circumstances, analyse practices and processes that are part of the inter-organisational cooperation in the educational context. 3.2. Data Collection The idea about the research appeared in 2012 first of all due to the personal interest of the researcher in school management questions. After getting acquainted with numerous articles that discuss up-to-date issues in educational management it was decided to concentrate upon the school cooperation management. While formulating the main 43 research question the researcher was pondering about the concrete case study. Initially there was an attempt done to contact a school from Hämeenlinna that had a wide experience in school cooperation projects and allegedly could be interested in the suggested research. But there was no answer received. Another attempt concerned a higher education level. Due to the upcoming reform of Universities of Applied Sciences in Finland it could be vital to see how cooperation between universities of applied sciences is carried out, especially under conditions that universities of applied sciences start to form alliances in order not to be closed. However, the contacted research directors in the Universities of Applied Sciences explained that they have nothing to be analysed according to the research question. A couple of month later there was an attempt done to contact Kirkonkylä School that is the primary school in Valkeala school campus. Being involved into Allegretto project, i.e. the project of cooperation between schools of Kouvola and a school of St. Petersburg, that was a new potential case for the research. Kristiina Strömmer, the principal of Kirkonlkylä School immediately gave her agreement advising at the same time to ask for permission from Veikko Niemi, head of education and well-being services of Kouvola. The permission for the research was received. Moreover Veikko Niemi gave further contacts of administration representatives and school principals that might participate in the research. From that point data collection process for the particular case of school cooperation in the city of Kouvola started. Yin (2003, 83-108) writes about using different sources of evidence in the process of gathering information about the case. What is important is to apply the correct methods of analysis with every source, because each source should be chosen with a special purpose and each source should bring its own special information that adds up to the whole data set of the case study. Another challenge in collecting data from different sources is converging the results in the final form that make their use sensible. Data for this case study was gathered from different sources as well. Different sources of data collation process are shown in Figure 5. 44 Figure 5. Sources of evidence in data collection process (modified from Yin 2003, 100) This figure depicts the variety of data sources that were used in the research. The case study concentrates on the phenomena of managing school cooperation on the example of the Allegretto project that has been implemented between Finnish and Russian schools. In the project there is Kirkonkylä School, Upper School of Valkeala, Upper Secondary School of Valkeala and Upper Secondary School of Kouvola Common School, and School of Inkeroinen from Finnish side and School number 200 of St. Petersburg. managing cooperation between Finnish and Russian schools in the project Allegretto personal interviews of Finnish schools and education authorities project documents of the municipal level implementation plans for each school email interviews with representatives of Russian schools cooperation contract between Education Committee of St. Petersburg and Kouvola researches on school leadership in Russia and Finland laws on education in Russia and Finland 45 3.2.1. Personal interviews The main source of evidence for this particular research on school cooperation was personal interviews. After getting acquainted with the project Allegretto and the schools that participate the researcher planned to interview personally representatives of both schools in Russia and in Finland. Still, due to the shortage of time and numerous responsibilities of the Russian teachers personal interviews were held just on the Finnish side. Taking into account educational system and its management, where a big role is played by the municipal authorities it was decided to contact experts from the municipal administration of Kouvola besides school principals and schoolteachers. On the whole there were held 9 personal interviews and 13 persons were interviewed. The length of the interviews was from 25 minutes to 60 minutes depending on the time availability of the interviewee, his/her role and level of participation in the cooperation project, his/her awareness of the issues happening within the project and the number of interviewees. Table 2 contains information about the interviews, its length and participants. Table 2. Personal interviews N Participants Position Date Length Notes 1 Kim Strömmer Head of services 13.05.2013 41 min Kristiina Strömmer Principal of Kirkonkylä School 2 Anna Voipio Class teacher, Russian language teacher 15.05.2013 47 min The group interview, because of the different roles in management of the project participants differentiated who could answer what questions, based on the responsibilities 3 Timo Tiainen Head of services 16.05.2013 30 min Small role and little information on the project Eeva Raaska Teacher of Arts 4 Anu Sundvall English and Russian languages teacher 17.05.2013 50 min 46 Eira Kantokari Domestic science teacher 5 Pauli Pölönen Principal of Valkeala middle school 17.05.2013 45 min Keijo Hulkkonen Principal of Valkeala upper secondary school 6 Marja Lindqvist Russian language teacher 29.05.2013 40 min 7 Veikko Niemi Head of education and youth services of Kouvola 21.05.2013 64 min The key informant, coordinator of the project in Kouvola 8 Katja Berbacka Head of teaching 22.05.2013 30 min The respondent is not within the project for a long time Marjatta Lehto English teacher 9 Maria Petrasova Student assistant 29.05.2013 35 min Before the interview started there was a small talk between interviewees and the researcher. The researcher gave some time in order to have a look at the list of questions prepared for the interview in order to orientate the interviewees and let them have some ideas of what the talk would be about. For convenience the interviewees had the list of questions in front of them, still interviews were semi-structured. Though the researcher followed the same list of questions, it was necessary to do several changes in each particular interview, due to specifics of the respondents’ positions, their awareness of the cooperation project and its implementation, their role in the project. Not all of the respondents had enough information to comment upon each particular topic. Respondents got different understanding of some questions: that is why researcher’s task was to have some additional explanations or questions to pose. Some of the questions were omitted from the list as they got answered while replying to other inquiries and the order of the questions were changed depending on the general flow of each interview. After initial interviews a couple of questions were re-modified in order to make answers more informative and valuable. 47 Every interview contained about 25 basic questions, some of them more concrete in their character others more open and allowing interviewees ponder over the issues and tell the stories. The questions were made in order to cover wide issues in cooperation: division of roles, communication, motivation of participants, forms of cooperation, positive and negative sides, analysis of own work and experiences, planning and actual implementation of cooperation, directions of cooperation, analysis of results, future plans concerning the same cooperation project or other, correspondence of the project to the general strategy of the city. All of the interviews were recorded and based on the answers there was done a case study database that became the basis for the analysis later on and that became the source of quotations for the research findings. Definitely there were differences in the amount of information each respondent wanted to share. It depended upon the role of the respondent in the project, the respondent’s interest in the interview and the cooperation project Allegretto in general, the timetable given to the interview. For example, one of the respondents immediately in the beginning of the interview said that the time was restricted because in 30 minutes there was planned another meeting, but according to the respondent there was not so much to say and comment. Still, on the whole, the researcher was satisfied with the amount of information received for analysis and interviews’ contents. The respondents were relaxed and eager to tell. Something was more difficult to answer, but then pondering started and respondents came to the conclusions on the questions never asked and thought over before. The smooth contact was easy to settle and friendly atmosphere was present at all of the interviews. The interviews were held with the right people and real experts in the school cooperation. They were exactly the ones actively participating and being aware of the project and its development. The interviewees spoke out freely, emotionally and honestly, pointing out positive and negative experiences they faced. 48 3.2.2. Email interviews After contacting Veikko Niemi, the head of education and well being services in Kouvola and receiving information from him about the participants in the project “Allegretto”, the researcher contacted school №200 from St. Petersburg. The answer was received quickly showing interest in the suggested research. The contact person from the school became Sizova Natalia Vladimirovna, the coordinator of the project. The researcher suggested choosing the more suitable form of the interviews: personal or email ones. It was decided by the staff members that a more suitable form for the respondents would be the email interviews. The actual research took place in the end of May 2013, the end of school year, when lots of tests and official work takes place. This can be probably one of the reasons why email interviews were preferred. Thus, the researcher sent the questions to the coordinator and then received all the answers through Sizova Natalia, who also became one of the respondents. In Table 3 we can see a list of respondents to the email interviews. Table 3. Email interviews № Interviewee Position Notes 1 Alieva Julia Finnish language teacher Participated in the project by organising open lessons and games-quizzes 2 Simonina Maria Finnish language teacher 3 Gavrileichenko Elena Finnish language teacher 4 Sizova Natalia Vice-principal Coordinator of the project in school 200 5 Isaeva Liubov Finnish language teacher 6 Treskunova Elena Finnish language teacher All of the respondents except Sizova Natalia are Finnish language teachers. This is understandable, because the school was interested in the project exactly on the ground that Finnish language is taught here and on the ground that there will be an opportunity 49 of profound Finnish language learning through the project. Still, if to compare the list of participants in the personal interviews that took place in the Finnish schools there is more diversity in the participating teaching staff, i.e. there are teachers of Arts, geography, English, etc. The researcher expected that the Russian school would provide the same range of respondents. As a result, allegedly the teachers from the same sphere might have similar experiences and opinions that narrow data analysis to a more unilateral content. Another weakness of the email interviews is that answers are more limited, more abrupt. In the personal interviews the respondents were expressing ideas that naturally came during conversation, one thought was interrupted by another and this flow in the end resulted in a broad range of data. Email interviews were terse. Definitely they contain the data necessary for the research but they did not open up those deeper and concealed levels that were possible to discover during personal interviews. One more feature of the email interviews is that the respondents are more precise about their answers controlling the information they give. They think more about what might sound well. That is why this limits the data for analysis that could be much more diverse and richer in content if the interviews were carried out personally. What the researcher appreciated in the personal interviews was the emotional background of the interviews. The respondents were drawn by the subject and wanted to share something that was really important and that was noticed through the intensity of feelings connected to the topic. Email interviews lack those data and look insufficient in comparison with the personal interviews. Still, the data were collected from the real people and real participants of the project and constituted the basic part of texts for analysis. 3.2.3. Documents Another source of data that were used in the analysis were documents relating to the project “Allegretto”. They were kindly provided by Veikko Niemi, the head of 50 education and well being services of Kouvola. The list of the documents used is presented in Table 4. Table 4. Documentation on the project “Allegretto” Name Date Notes The idea of the project on increasing cooperation of Kouvola schools with Russia 10.01.2012 Explanation of municipal targets and strategies, importance of developing cooperation with Russia in the sphere of education Allegretto – Kouvola goes to Russia: the project plan The project and the curriculum, creation of operation model of cooperation with Russia: one of the points of interest in the personal interviews, participants, schedule, estimation of results Agreement between the Education Committee (St. Petersburg, Russian Federation) and the European Committee of Kouvola (Finland) on cooperation in education 12.9.2012 In Finnish and in English languages, general rights and responsibilities of the parts, programme activities for the years 2012-2013 Allegretto operational plan of Valkeala upper secondary school and Kouvola co- educational upper secondary school for 2013 Concrete and terse, schedule of the possible activities in 2013 Project plan of Valkeala middle school 24.4.2012/ updated 14.1.2013 Aims, implementation through activities, schedule, budget allocations Studying activities in learning groups of different subjects according to curriculum in Valkeala middle school The subjects influenced by the project English language, Russian language, Finnish language, Geography, Biology, Textile Work, Domestic Science, Physics, Chemistry and Maths, Arts, Music and Religion. What is introduced and how in relation to the project? Allegretto/Kouvola goes to Russia: operational plan/Kirkonkylä school 25.4.2912/ updated 11.1.2013 Activities and Expenses Emails between Veikko Niemi, the head of Kouvola education and well-being services and Kristiina Strömmer, the principal of Kirkonkylä school 3.4.2013/4. 4.2013 An example of communication between a principal and the coordinator of the project 51 The enumerated documentation on the project “Allegretto” includes administrative documents, correspondence and operational plans. Those data are valuable because of their accurateness. They contain the exact names, dates and details of the case in question. In addition they exist by themselves, not as a result of a study, not as answers to the questions. Vice versa, the researcher initially got acquainted with the documents before panning the in-depth interviews. They gave the idea about the project and its main targets, its main participants and implemented activities. Those documents helped to make the questions for the interviews and the most interested points were included directly into the body of the questions, especially concerning the range of the strategic plans and targets and their fulfilment in reality. The documentation helps to receive data not only based on the current happenings and memories as in case of the interviews, but it includes the information on the processes that took place earlier, in the very beginning of the project, at the stage of planning. Because of the stability and availability of the documents it has been always possible to revise the data that contain in the documents. The researcher planned interviews and used the documents as a starting point and then later on the documents were used as the data for analysis and for making conclusions out of the texts. During the data analysis documents were a good platform for confirming and comparing the issues received from other personal interviews and email interviews, as they have a more prominent status of being independent from the researcher’s perspective. 3.2.4. Data collection from textbooks, research papers and articles As far as context is important while carrying out the case study and also because of the specifics of the educational sector management the researcher decided to study the main features of school leadership and management in both countries. Those features help to understand some basic conditions in the process of managing school cooperation and they revealed important issues that could explain the received results. In the process of gathering data on school leadership and management research papers, textbooks, 52 monographs and articles were found. In 2007 Hargreaves, Halász and Pont that made a case study report for OECD on improving school leadership titled “School leadership for systemic improvement in Finland” where they discussed Finnish school leadership features in detail. Another research paper was written by Taipale in 2012 that included international survey on educational leadership. Being published for Finnish board of education the report largely covered the situation with educational leadership and management. Those sources were easy to find and immediately were chosen containing information relevant for the present research. With characteristics of the Russian educational management it was more difficult. The majority of sources available are mainly textbooks and lectures that are created on the basis of laws on education. Definitely they give certain data about division of management functions between different levels and players in the educational sector. But they do not contain more vivid information that could give more details about the real life of schools including concrete cases as for example those works about the Finnish school leadership discussed earlier. Work by Shamova in 2002 was a step forward when it converged the information based on laws and at the same time it touched upon the possible challenges that might be faced by school managers due to changes. After a more prominent search the researcher managed to find interesting monograph on the modernisation of Russian education by Beliakov where changes and challenges and many operational questions of management are addressed at a new proficient level. In addition to that a few academic articles written by school leaders and researchers were found relevant. Among them a work by Zhuravleva that deals with relevant questions of organising innovative activity in the modern school, an article by Jastrembovich and Zhuravleva that introduces technological approach towards management of innovative activity, a paper by Putinzeva that discusses a model of school management based on forms of state and public management and an article by Alekseeva and Rekichinskaya that describe innovative management used in an upper secondary school. The characteristic feature of those sources is that all of them discuss concrete cases based on experiences of schools connecting them to the general changes that the Russian 53 educational system is undergoing. This is exactly the information that is needed in order to understand the narrower topic of school cooperation management. In order to see why cooperation between schools is important, how it is organised and what its capacities are on one hand and what kind of constraints the cooperation management might face in case of both countries Finland and Russia on the other hand, contextual knowledge of school leadership and management in Finland and Russia was collected from textbooks, research papers and academic articles and reports. Table 5 contains those sources of evidence. Table 5. Secondary sources Title Author Year of publica tion Strength Weaknesses International survey on educational leadership: a survey on school leader’s work and continuing education Taipale, Atso 2012 -Prominent attention to Finnish school leadership -The most important features discussed in comparison with other school systems -No concrete examples from schools -Just positive features discussed School leadership for systemic improvement in Finland: A case study report for the OECD activity, Improving school leadership Hargreaves, A., Halász, G. and Pont, B. 2007 -Qualitative research that addresses the school leadership in Finland very profoundly -Real examples from interviews, quotations -Both positive issues and problematic areas are addressed -Schools in the central regions of Finland and Tampere region are taken for the research: they have a number of specifics in their activities different from schools in smaller communities Modernisation of Russian education: improvement of management Beliakov, S. 2009 -Addresses problematic areas because of transformations in Russian education -Converges data received from legal documents and transfers them to -Big emphasis on economic and financial sides that are not of the first importance for the research of school cooperation management -too clumsy 54 practical issues formulas that are not relevant in practice Relevant questions of innovative activity management in the modern educational institution Zhuravleva, N. 2008 -Discusses changes in the modern school management -Works out a new management technology -Emphasis on innovativeness in schools -Concrete for one school Development of public management forms as a management model of publicly active school Putinzeva, I. 2008 -Importance of strategic