The Virtues of an Interim Headship
Without warning, the Head of School has died or become permanently incapacitated.
The Head of School has done something egregious and is being fired for cause.
The Head of School has unexpectedly announced acceptance of a position elsewhere.
These situations are rare, but they do happen. When there is simply no time to conduct a thoughtful search, boards have no choice other than the appointment of an interim head of school. Sometimes, a capable and willing candidate is available within the school’s senior leadership team. Increasingly, my colleagues at RG175 and I also are seeing a growing cadre of experienced and skillful “retired” heads who are eager to take on a brief “encore” leadership position.
Aside from extreme circumstances like the ones referenced above, it has been my observation that opportunities associated with the appointment of an interim head are underappreciated in the world of independent schools. Understandably, schools value continuity. Understandably, boards are risk averse. In more typical circumstances, when a current head of school announces plans well in advance to depart at the conclusion of the following academic year, the rush is on to find the “just right” next school leader. Schools rarely slow down enough to really think about where they are and what it’s going to take to facilitate a successful leadership transition.
I’m sure there are others, but I’d like to cite three scenarios where it might be wise for boards to proactively consider the appointment of an interim head, prior to undertaking a search for their next “permanent” head of school.
The first scenario is well-documented in the world of organizational development: A highly regarded, long-time leader is retiring, and no one can imagine anyone being able to effectively fill her/his big shoes. In spite of everyone’s best efforts, the faculty and community may not be ready to let go, and it’s going to be difficult for anyone to measure up to the accumulated trust and respect attributed to the departing head of school. The board doesn’t want the school to lose momentum. The directors of admission and development are worried about how a leadership transition will impact enrollment and fundraising. The school is strong, and there is good reason to be confident that it should be able to attract top talent. Yet maybe those business school folks are right, and there will be a greater likelihood of success for the next ongoing head of school, if she/he follows a transitional interim head?
In the second scenario, increasingly familiar in 2022, everyone at the school is exhausted. Tensions around COVID decision-making and tensions around the pace and importance of DEI initiatives have resulted in serious issues of divisiveness and reduced faculty morale. Furthermore, well-intended board members have been regularly violating boundaries of good governance. The school retains “strong bones,” but there is major healing to be done and there are difficult decisions to be made before it can move forward. It’s “magical thinking” to assume that a new head of school will be able to step in seamlessly under these conditions. In fact, there’s work to be done “preparing the soil” before a successful leadership transition is likely to take place. Here, an interim head could be critical in calming the waters, reestablishing a healthy relationship with the board, and making some hard calls regarding personnel. An interim head could “buy time,” while making the school more welcoming and appealing to prospective leadership candidates. Too often, I see boards fearing that this will be wasted time, rather than understanding the potential appointment of an interim head to be an investment in the school’s long-term success.
A third challenging scenario can emerge toward the end of a long, intentional search process. For whatever reason—a weaker than expected candidate pool, the sudden withdrawal of a finalist, the emergence of an unanticipated priority—a search committee now realizes that it does not have a “just right” next head of school to recommend to its board. Does the search committee settle for the best available option, or does it acknowledge a failed search, recommend the appointment of an interim head, and start over? There can be significant forces working against the latter outcome. In addition to not wanting to accept that all of the time and expense invested in the initial search has been for naught, a search committee (and search consultants) can be too proud (or arrogant) to embrace a perception of failure. Yet, three years later, when the new head of school’s contract is not renewed, everyone will say that they knew they probably didn’t have the right person when they recommended him/her.
Why not have the courage, before taking the school through the trauma of a failed headship, to appoint an interim head and begin again?
Underlying all of these scenarios, there needs to be an understanding that the role of an interim head is distinctly different from the role of an ongoing head of school. From the outset, it is less about relationships and more about outcomes. I have had the privilege of serving as an interim head, and I can tell you that it is liberating to realize that one is not running for reelection. As a wise and experienced interim head has said, there are “three buckets” for an interim head of school to consider: “issues that needed to be dealt with yesterday; issues that realistically can be addressed during a year of interim leadership; and issues that can be dug into, learned about, analyzed, and teed-up for next long-term head of school.”
Interim headships...not for everyone...more work for search consultants like me...but a tool well worth considering by a board as potentially critical to a successful long-term leadership transition in their school.
6 Comments
Renee DuChainey-Farkes
Hi Jerry, Great article. You hit on all of it. I just completed an Interim at The Woodward School for Girls in Quincy which was suppose to be one year, and lasted for three. I think another point of Interim Headship is the joy that you have to work with a school and help them plan for the future. The third bucket you talk about in learning about issues, analyzing them, etc. is such a gift for the next long-term Head of School. It's a great opportunity for Boards if they understand the true value of an Interim. Especially for schools in crisis or long-term head change, the value of the Board understanding the value of taking the time to really think through where the school is and identify what's next will no doubt result in a successful leadership transition. I am doing some coaching/consulting with school leaders and writing and presenting. For me, Interim Headship has proven to be immensely satisfying work, as all schools are "so similar in so many ways." That was a big learning for me moving from elementary to high school. As others said, I too am interested in another Interim Headship, and immensely suited for Montessori leadership as I've continue that work even with the Woodward school experience.
Dave Mullen
Terrific article Jerry, I thoroughly enjoyed my interim stint after a long term headship. Being "pre-fired" is liberating, and was enormously helpful in guiding an anxious faculty, board, and parent body through both covid and the transition following a long-term founding head.
Arnold Zar-Kessler
Hi, Jerry – I read with interest about your role at Resource Group 175. I remember many moons ago, you told me – from your couch at the Park School - that you were on ‘the back nine’ and yet you have extended your work and contribution with dignity and success. As a means of update. I am one of those folks who has taken on an interim role here at the Adelson school in Las Vegas, after leadership roles at the Boston Schechter for over twenty years. The folks at Adelson have been enormously accommodating, enabling me to come to campus regularly but not needing to move to the area. Now that we have named an incoming permanent Head of School, Mr. Peter Gordon, the Head of the Pardes Day School in Scottsdale, Arizona, I'm not anticipating there'll be any further opportunity as wonderful as this one. Nevertheless, if you need someone to speak about the opportunities and merits of an interim position after someone has already identified themselves as being on the back nine, please don't hesitate to reach out. with all my best wishes.
Jerry Ward
It’s a solid article, Jerry. I appreciated reading it. After 25 years as school head, I retired in June, 2018 ( following my wife Lorraine’s passing the year before). I’m living in Beacon Hill now, (got back on some sort of shape), serve as board chair of the Advent School, and serve on the board of Catholic Memorial High School, my alma mater. I also did over the past two years some compensated consulting with a school in Vermont when they approached me unexpectedly. Anyway, I sometimes muse about the idea of serving as an interim head. So, let me know if you think it would be useful to talk. But given that I specifically chose the word “muse” about an interim headship, I don’t want to waste your time. Your call. I hope you, your wife, and family are doing well, Jerry. I always appreciated our crossing paths as we did from the outset at New Heads Summer Camp back in July, 1993, a little while ago, and in your many years at Park. With best regards, Jerry Ward (978 387 6336)
John C. Gulla
Thanks, Jerry. I enthusiastically agree with your suggestion that there are many more schools that might beneficially consider an interim than ever do. As a possible additional subset of scenario #2, and unrelated to Covid, are the cases where a number of difficult, unpopular decisions are going to need to be made that will inevitably alienate the head making them but that are, nonetheless, in the best long-term interest of the school. A thick-skinned, experienced head with no ego needs is sometimes what is most needed, even for a two or even three-year stint.
Michael Papa
I'm a retiring HOS, finishing June 2022. I've have over 40 years experience in leadership at several Independent Schools. If the right Interim Headship became available...somewhere where I felt I could make a difference and better prepare the school for it next long term leader I would consider working a bit longer. If you are looking for former HOS like me and would like to talk feel free to contact me.